1.【中国车企占欧洲混动汽车市场份额近一成，创纪录新高】中国汽车制造商8月份在欧洲混合动力 汽车市场的份额达9.8%，创纪录新高，在这一日益受到购车者和制造商重视的细分领域取得进一步 进展。根据研究机构Dataforce的数据显示，上述月度数据已是今年中国品牌在欧洲混合动力汽车市 场份额上第四次刷新纪录高位。8月份，其电动汽车的市场份额达9.6%，较7月略有下降。比亚迪、 上汽集团的名爵和其他中国汽车制造商已瞄准欧洲日益增长的电动汽车市场，以价格实惠、具有竞争 力的车型给大众汽车和Stellantis NV等老牌车企带来了压力。（新浪财经） 3.【消息称雷诺拟与奇瑞在南美合作生产汽车，双方已展开洽谈】10月2日消息，据彭博社援引知情 人士消息，雷诺正与奇瑞汽车洽谈在南美开展制造和销售合作，两家公司都希望在该地区扩大业务。 双方讨论的重点包括哥伦比亚和阿根廷。奇瑞将向项目 投入资金并提供产品设计 ，而雷诺则开放当 地工厂网络供其使用。据悉，奇瑞计划利用 雷诺在哥伦比亚恩维加多的工厂生产燃油车 ，其中 大部 分将挂上雷诺车标销售，少部分继续使用奇瑞品牌 。在雷诺的阿根廷科尔多瓦工厂，奇瑞考虑投资插 混皮卡生产线， ...

9月1-27日，全国乘用车新能源市场零售103.9万辆，同比去年9月同期增长9%，较上月同期增长17%，全国乘用车新能源零售渗透率58.5%，今 年以来累计零售860.9万辆，同比增长24%;9月1-27日，全国乘用车厂商新能源批发115.4万辆，同比去年9月同期增长12%，较上月同期增长 21%，全国乘用车厂商新能源批发渗透率54.9%，今年以来累计批发1,009.8万辆，同比增长31%。 1.2025年9月全国乘用车市场零售销量走势 智通财经APP获悉，9月30日，乘联会发文称，9月1-27日，全国乘用车市场零售177.6万辆，同比去年9月同期增长0%，较上月同期增长12%， 今年以来累计零售1,654万辆，同比增长8%;9月1-27日，全国乘用车厂商批发210.3万辆，同比去年9月同期增长1%，较上月同期增长16%，今 年以来累计批发2,014.5万辆，同比增长12%。 | | 1-7日 | 8-14日 | 15-21日 | 22-27日 | 28-30日 | 1-27日 | 毛目 | | --- | --- | --- | --- | --- | --- | --- | --- | | 23年 | 4 ...

格隆汇9月23日丨乘联分会秘书长崔东树发文称，2025年8月中国新能源汽车出口31.5万辆、增83%的表 现也是很好的；2025年1-8月新能源汽车出口量202万辆，同比增51%，增速高于2024年1-8月的24%增速 较多。中国新能源车2025年1-8月出口表现好于预期，主要是插混和混动替代纯电动成为出口增长的新 增长点，尤其是插混的皮卡出口表现较强，成为商用车新能源车出口亮点。中国新能源车出口向中东和 发达国家市场呈现高质量发展的局面，主要是出口西欧和亚洲市场。 ...

Core Viewpoint - Yutong Group has been actively expanding its presence in the Chilean market since 2005, contributing to the country's green and low-carbon transportation transformation through the sale of over 2,000 vehicles, including electric buses and commercial vehicles [1][2]. Group 1 - Yutong signed four cooperation agreements with multiple Chilean companies during a trade promotion event in Santiago, with a total value exceeding 300 million RMB [1]. - The company aims to enhance local operations while maintaining a global perspective to support Chile's green transportation transition [2]. - Yutong has been involved in the Santiago electric bus renewal project since 2018 and plans to deliver its first 12-meter hydrogen fuel bus to Chile this year [2]. Group 2 - Yutong's electric mining trucks and light trucks have entered the northern mining areas and urban logistics markets in Chile [2]. - The company has initiated the "Yutong Zero Carbon Forest Project," planting 1,700 trees in Santiago to support local ecological development [2]. - Yutong is also participating in a public sponsorship project for female drivers launched by the Chilean Ministry of Transport, integrating into local community development [2].

Group 1: Market Overview - From August 1 to 24, the national passenger car retail market reached 1.285 million units, a year-on-year increase of 3% compared to the same period last year, and a cumulative retail of 14.031 million units for the year, up 10% [1][4] - During the same period, wholesale of passenger cars was 1.341 million units, a year-on-year increase of 12%, with a cumulative wholesale of 16.866 million units for the year, up 13% [1][6] - The retail penetration rate for new energy vehicles (NEVs) reached 56.6%, with retail sales of 727,000 units for the year, a 27% increase [1][4] Group 2: Weekly Sales Data - In the first week of August, the average daily retail was 45,000 units, down 4% year-on-year, but up 6% month-on-month [3] - The second week saw an average daily retail of 59,000 units, up 8% year-on-year and 10% month-on-month [3] - The third week recorded an average daily retail of 60,000 units, up 6% year-on-year but down 5% month-on-month [3] Group 3: Economic and Policy Impact - The strong economic growth of 5.3% in the first half of the year has reduced pressure on local economies, leading to stable promotional policies in the automotive market [4] - The recent issuance of the third batch of subsidy funds and the gradual restart of trade-in policies are expected to improve sales growth in August [4] - The market is anticipated to stabilize as subsidy distribution becomes more rhythmic and controlled [4] Group 4: Import and Export Analysis - From January to July 2025, imports of automobiles totaled 270,000 units, a significant year-on-year decline of 32% [7][8] - In contrast, exports of Chinese automobiles reached 4.18 million units during the same period, with a year-on-year growth of 20% [10][11] - The export of new energy vehicles saw a remarkable increase, with 1.71 million units exported from January to July 2025, a 46% increase year-on-year [11][12] Group 5: Inventory and Market Dynamics - As of the end of July 2025, the national passenger car inventory was 3.29 million units, a decrease of 30,000 units from the previous month [12][13] - The overall inventory pressure has significantly decreased compared to previous years, with the current inventory supporting an estimated 47 days of sales [13]

Core Insights - BYD has surpassed Tesla in sales in key European markets such as the UK and Germany, marking a significant shift in the European automotive landscape [1][2] - The overall export of Chinese automobiles, particularly electric vehicles (EVs), has seen substantial growth, with a notable increase in the export of new energy vehicles [3][4] - The strategy of Chinese automotive companies is evolving from merely exporting vehicles to establishing localized production and supply chains in foreign markets [4][5] Summary by Category Sales Performance - In April, BYD's electric vehicle sales in Europe reached 7,231 units, a 169% year-on-year increase, while Tesla's sales fell by 49% to 7,165 units [2] - In July, BYD's sales in the UK and Germany were 3,184 and 1,566 units respectively, with Germany experiencing a nearly 390% year-on-year growth [2] Export Growth - In the first half of the year, China exported 3.083 million vehicles, a 10.4% increase year-on-year, with 1.06 million of those being new energy vehicles, reflecting a 75.2% increase [1][3] - The export of new energy passenger vehicles reached 1.011 million units, up 71.3% year-on-year, with plug-in hybrids and hybrids becoming new growth points [3] Strategic Shift - Chinese automotive companies are transitioning from "going out" to "going in," focusing on local production and establishing a presence in foreign markets [4] - BYD's new factory in Brazil, with a planned capacity of 150,000 vehicles, aims to create 20,000 local jobs and foster local supply chain partnerships [4] - New entrants like XPeng and Leap Motor are also exploring localized production, with XPeng launching its first overseas production project in Indonesia [5]