数据来源：中国海关，智研咨询整理 近一年中国插电式混合动力乘用车出口情况统计图 相关报告：智研咨询发布的《2026-2032年中国插电式混合动力（含增程式）客车行业投资机会分析及 市场前景趋势报告》 根据中国海关数据显示：2025年9月中国插电式混合动力乘用车进口数量为444辆，同比增长98.2%，进 口金额为0.65亿美元，同比增长102.1%，2025年9月中国插电式混合动力乘用车出口数量为98578辆，同 比增长304.1%，出口金额为19.42亿美元，同比增长191.2%。 近一年中国插电式混合动力乘用车进口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Insights - The report by Zhiyan Consulting analyzes investment opportunities and market trends in China's plug-in hybrid (including range-extended) passenger vehicle industry from 2026 to 2032 [1] Import and Export Data - In August 2025, China imported 328 plug-in hybrid passenger vehicles, representing a year-on-year decline of 64.9%, with an import value of $0.4 million, down 42% year-on-year [1] - In the same month, China exported 93,879 plug-in hybrid passenger vehicles, showing a significant year-on-year increase of 290.1%, with an export value of $19.21 million, up 188.7% year-on-year [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its professional approach, quality services, and keen market insights to provide comprehensive industry solutions that empower investment decisions [1]

Core Insights - The report by Zhiyan Consulting highlights the performance and investment potential of the Chinese automotive industry from 2025 to 2031 [1] Import and Export Data - In April 2025, China imported 785 plug-in hybrid passenger vehicles, representing a year-on-year decrease of 9.8%, with an import value of $0.87 million, which is a year-on-year increase of 39.9% [1] - In the same month, China exported 78,816 plug-in hybrid passenger vehicles, showing a year-on-year growth of 129.9%, with an export value of $15.76 million, reflecting a year-on-year increase of 93.3% [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market acumen [1]

Core Viewpoint - The Ministry of Industry and Information Technology and other departments have announced new technical requirements for electric vehicles to qualify for tax exemptions, effective from January 1, 2026, with a focus on promoting higher technology content in new energy vehicles [1][2]. Group 1: Tax Policy Changes - The exemption for vehicle purchase tax on new energy vehicles will end this year, with a 50% reduction in tax for 2026 and 2027, allowing a maximum tax reduction of 15,000 yuan per vehicle [1]. - The new announcement raises the technical standards for vehicles eligible for tax exemptions, encouraging manufacturers to enhance the technology of their electric vehicles [1][2]. Group 2: Technical Requirements - The new standards require pure electric passenger vehicles to have a maximum energy consumption of 11% lower than previous limits, with specific thresholds based on vehicle weight [2][3]. - Plug-in hybrid vehicles must now achieve a pure electric range of at least 100 kilometers, up from 43 kilometers, with stricter limits on fuel and energy consumption [2][3]. Group 3: Market Response - Despite the upcoming tax changes, there has not been a surge in vehicle purchases, as consumers anticipated the tax reduction and are not delaying purchases [4]. - Some manufacturers, like NIO, are proactively addressing the tax changes by absorbing additional costs to mitigate market impact in the first quarter of next year [4].

Core Insights - BYD reported a decline in September production and sales of new energy vehicles (NEVs), with production at 405,554 units, down 8.05% year-on-year, and sales at 396,270 units, down 5.52% year-on-year [2][3] Production Summary - September production of NEVs was 405,554 units, compared to 441,052 units in the same month last year, resulting in a year-to-date production of 3,213,569 units, which is a 16.40% increase from 2,760,910 units last year [3] - Passenger vehicle production in September was 402,008 units, down 8.47% year-on-year, with a year-to-date production of 3,171,466 units, reflecting a 15.35% increase [3] - Pure electric vehicle production in September reached 204,838 units, a 20.31% increase year-on-year, with a cumulative production of 1,578,176 units, up 34.56% [4] - Plug-in hybrid vehicle production in September was 197,170 units, down 26.67% year-on-year, with a year-to-date production of 1,593,290 units, showing a slight increase of 1.06% [4] - Commercial vehicle production in September was 3,546 units, a significant increase of 94.30% year-on-year, with a cumulative production of 42,103 units, up 266.94% [5] Sales Summary - September sales of NEVs totaled 396,270 units, down 5.52% year-on-year, with year-to-date sales at 3,260,146 units, an 18.64% increase from 2,747,875 units last year [2][3] - Passenger vehicle sales in September were 393,060 units, down 5.88% year-on-year, with a cumulative sales figure of 3,218,862 units, reflecting a 17.63% increase [3] - Pure electric vehicle sales in September reached 205,050 units, a 24.34% increase year-on-year, with cumulative sales of 1,605,903 units, up 37.31% [4] - Plug-in hybrid vehicle sales in September were 188,010 units, down 25.66% year-on-year, with a year-to-date sales figure of 1,612,959 units, showing a 2.94% increase [4] - Commercial vehicle sales in September totaled 3,210 units, a 75.97% increase year-on-year, with cumulative sales of 41,284 units, up 259.80% [5] Export and Battery Installation - In September, BYD exported a total of 71,256 NEVs [5] - The total installed capacity of power batteries and energy storage batteries in September was approximately 23.2 GWh, with a cumulative installed capacity of about 203.251 GWh for 2025 [5]

Core Insights - The report by Zhiyan Consulting highlights significant changes in the import and export dynamics of plug-in hybrid passenger vehicles in China for July 2025, indicating a substantial decline in imports and a remarkable increase in exports [1] Import Data - In July 2025, China imported 326 plug-in hybrid passenger vehicles, representing a year-on-year decrease of 55.4% [1] - The import value for the same month was $0.34 million, which is a decline of 49.7% compared to the previous year [1] Export Data - In July 2025, China exported 75,241 plug-in hybrid passenger vehicles, showing a year-on-year growth of 236.9% [1] - The export value reached $15.63 million, reflecting a year-on-year increase of 175.3% [1] Industry Context - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services to support investment decisions [1]

Core Insights - The report by Zhiyan Consulting highlights significant changes in the import and export dynamics of plug-in hybrid passenger vehicles in China for June 2025, indicating a notable decline in imports and a substantial increase in exports [1] Import Data - In June 2025, China imported 467 plug-in hybrid passenger vehicles, representing a year-on-year decrease of 44.5% [1] - The import value for the same period was $0.61 million, reflecting a year-on-year decline of 10.2% [1] Export Data - In June 2025, China exported 70,109 plug-in hybrid passenger vehicles, marking a year-on-year growth of 349.1% [1] - The export value reached $14.86 million, showing a year-on-year increase of 270.9% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services, including feasibility studies and customized reports [1]

Group 1 - In May 2025, the import quantity of plug-in hybrid passenger vehicles in China was 327 units, representing a year-on-year decrease of 48.7%. The import value was $0.55 million, showing a year-on-year increase of 8.3% [1][3][4] - In May 2025, the export quantity of plug-in hybrid passenger vehicles from China reached 99,161 units, marking a year-on-year growth of 130.1%. The export value was $20.17 million, reflecting a year-on-year increase of 105.9% [1][3][4]

Core Insights - Hunan Province's electric vehicle exports reached 5.49 billion yuan in the first half of 2025, marking a 53.7% increase year-on-year and setting a historical high for the same period [1] - The city of Changsha accounted for over 90% of the province's electric vehicle exports, with a total export value of 5.16 billion yuan, reflecting a growth of 68.3% [1] Export Markets - Indonesia and Mexico emerged as the largest export markets, collectively accounting for 50.9% of Hunan's electric vehicle exports [1] - Exports to Indonesia surged to 1.52 billion yuan, a staggering increase of 40.6 times, while exports to Mexico reached 1.27 billion yuan, up 57.9% [1] - Other notable markets included the Philippines, UAE, and the Netherlands, with export growth rates of 26.4 times, 3.2 times, and 15.9 times respectively [1] Vehicle Types - The export of pure electric passenger vehicles showed robust growth, with 15,000 units exported, a 411.5% increase, valued at 2.31 billion yuan, up 605% [1] - Exports of plug-in hybrid passenger vehicles totaled 27,000 units, reflecting a 14.1% increase, valued at 2.8 billion yuan, down 5.9% [1] - Non-plug-in hybrid passenger vehicles also saw significant growth, with quantities and values increasing by 250.4% and 318.9% respectively [1] Trade Methods and Enterprises - General trade dominated the export landscape, accounting for 99.99% of Hunan's electric vehicle exports, totaling 5.49 billion yuan, with a growth of 58.5% [2] - The number of exporting enterprises increased significantly, with private enterprises exporting 5.4 billion yuan worth of electric vehicles, a growth of 56.4% [2] - The number of active exporting companies rose to 46, with BYD Auto in Changsha contributing over 80% of the exports, maintaining a growth rate of 58.6% [2]

Core Insights - BYD continues to demonstrate strong growth in the electric vehicle sector, with significant year-on-year increases in both production and sales, reinforcing its leading position in the market [2][5] Production and Sales Data - In May 2025, BYD's production of new energy vehicles reached 349,824 units, a slight increase from 344,008 units in the same month last year. Cumulatively, production for the year stands at 1,791,967 units, reflecting a 38.87% increase from 1,290,362 units in the previous year [2][3] - Sales in May 2025 totaled 382,476 units, compared to 331,817 units in May 2024, with cumulative sales for the year at 1,763,369 units, marking a 38.7% increase from 1,271,325 units last year [2][3] Segment Performance - In the passenger vehicle segment, May production was 343,250 units, slightly up from 342,679 units year-on-year, with cumulative production at 1,762,539 units, a 37.06% increase [3][4] - For pure electric vehicles, May production reached 184,293 units, up from 151,747 units last year, with cumulative production at 839,335 units, reflecting a 42.49% increase [4] - Plug-in hybrid vehicle production in May was 158,957 units, down from 190,932 units year-on-year, but cumulative production remains strong at 923,204 units, a 32.47% increase [4] - Commercial vehicle production surged to 6,574 units in May, compared to just 1,329 units last year, with cumulative production at 29,428 units, a remarkable 570.19% increase [4] International Market and Battery Technology - In May 2025, BYD sold 89,047 new energy vehicles overseas, highlighting its competitive strength and brand influence in international markets [5] - The total installed capacity of BYD's power batteries and energy storage batteries reached approximately 28.476 GWh in May 2025, with a cumulative total of about 107.507 GWh for the year, underscoring its leadership in battery technology [5]