智通财经记者 | 贾璐 智通财经编辑 | 崔宇 【编者按】为了更全面、更及时、更精确地反映电动载人汽车出口状况，2025年3月起，智通财经/界面智库和瀚闻资讯联合推出《中国电动载人汽车出海月 报》。《中国电动载人汽车出海月报》旨在呈现全国及各省电动载人汽车出口金额、出口数量和出口目的地等指标的月度变化趋势，以期为政府、企业和投 资者等提供决策参考。我们将于每月27日左右发布相关月报。 根据界面智库与瀚闻资讯统计，2025年9月，中国电动载人汽车贸易延续结构性分化特征。进口方面，国内市场对进口电动载人汽车的依赖度进一步降低， 进口规模持续收缩，同比仍保持较大降幅。出口方面则展现出强劲韧性，9月单月出口金额达63.02亿美元，同比增长46.91%；尽管出口量较8月高位略有回 落，但1-9月累计出口量已达260.12万辆，同比增幅高达55.15%，且增速较1-8月进一步扩大1.94个百分点，显示出全球市场拓展动能的持续增强。 从细分市场看，9月电动载人汽车出口延续差异化路径。乘用车领域"以价换量"成效显著，出口量达34.39万辆，同比增长69.40%，均价同比下降13.74%至 17426.80美元，其中插电混动车 ...

Core Insights - The article highlights the significant growth in China's electric passenger vehicle exports, with a notable increase in both export volume and value in July 2025, driven by advancements in battery technology and manufacturing processes [1][5][3] Export Performance - In the first seven months of 2025, China's total import and export value of electric passenger vehicles reached $36.583 billion, marking a 19% increase year-on-year [5] - Cumulative export value for the same period was $34.562 billion, reflecting a year-on-year growth of 25.79%, with export volume reaching 1.897 million units, up 48.58% [5] - July alone saw an export total of $5.872 billion, a 48.87% increase year-on-year and a 15.27% increase month-on-month, with a volume of 325,000 units, up 69.40% year-on-year [5][3] Price Trends - The average export price of electric passenger vehicles in July was $18,065.58, down 12.13% year-on-year, indicating a continuing downward trend in prices [5][7] - Specific price declines were noted in various vehicle types, with plug-in hybrid vehicles experiencing the largest drop [7] Market Segmentation - The passenger vehicle segment remains the core of electric vehicle exports, accounting for 99.58% of export volume and 95.52% of export value in July [7] - The bus segment showed a contrasting trend with a significant year-on-year increase in export volume (106.12%) but a month-on-month decline [9] Regional Export Dynamics - Shanghai regained its position as the top exporter of electric passenger vehicles, with a cumulative export value of $7.264 billion, despite a year-on-year decline [10][12] - Jiangsu and Shaanxi followed, with Jiangsu showing a remarkable year-on-year growth of 124.50% [10] Global Market Penetration - China's electric passenger vehicles are now exported to 166 countries and regions, with significant growth in emerging markets, particularly in Africa and South America [22][24] - The top export destinations included Belgium, the UK, and the UAE, with notable growth in exports to Argentina and Vietnam [17][19] Corporate Expansion - Chinese companies are actively expanding overseas, with BYD launching a passenger car factory in Brazil and Changan planning a factory in Europe [23][24] - The establishment of new logistics channels, such as the shipping route from Ningbo to Egypt, enhances export capabilities [23]