插电式混动/增程式电动车
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2025年乘用车出口总结:奇瑞比亚迪 贡献主要增量!
Xin Lang Cai Jing· 2026-02-04 12:20
Core Insights - In 2025, China's passenger car exports continued to show strong growth, exceeding 6 million units, with significant structural characteristics in the growth pattern [1][34] Overall Scale and Growth Trend - According to data from the China Association of Automobile Manufacturers (CAAM), the total volume of passenger car exports reached 6.04 million units in 2025, representing a year-on-year increase of 21.9%. Monthly growth momentum significantly strengthened from May, maintaining double-digit year-on-year growth rates each month, peaking in November and December with monthly exports surpassing 600,000 units, indicating "super strong growth" [2][19] Growth Structure: Contribution of Leading Enterprises - The export growth this year exhibited a highly concentrated characteristic, primarily driven by leading enterprises. Data shows that Chery and BYD together contributed an export increase of approximately 780,000 units, accounting for 72% of the overall annual increase. BYD, in particular, achieved a remarkable 142% year-on-year growth, surpassing SAIC Motor to become the second-largest player in the industry [5][22] Major Export Market Analysis - The market structure for exports has diversified further. According to statistics from the General Administration of Customs, Europe, the Middle East, and CIS countries formed the top three export markets in 2025. Specifically, Russia emerged as the largest single destination country by a narrow margin, followed by the UAE and Mexico [17][30][26] Product Technology Structure Evolution - The export product structure is undergoing profound changes by power type: 1. Fuel vehicles: The export scale remains stable, still accounting for about half of the total export volume [29] 2. New energy vehicles: These are experiencing a growth rate significantly higher than the overall industry, with plug-in hybrid and range-extended electric vehicles showing particularly bright performance, with year-on-year growth exceeding two times, reflecting strong market demand and product competitiveness [31] Summary - In 2025, China's passenger car exports not only reached a new high in total volume but also achieved a structural upgrade from a single market-driven model to a diversified market-driven model, transitioning from traditional fuel vehicles to rapid penetration of new energy and hybrid technologies. Leading enterprises like Chery and BYD have become the core forces driving the depth and breadth of China's automotive "going global" strategy [18][34]