在刚刚过去的2025年，比亚迪不仅以460万辆的年度销量卫冕全球冠军，更在特斯拉曾经绝对垄断的纯电领域，以226万辆对164万辆（预计 值）的压倒性优势实现历史性反超。 | | | 産量 | | 銷量 | | | --- | --- | --- | --- | --- | --- | | 項目類別 | | 本月 去年同期 本年累計 去年累計 累計同比 本月 去年同期 本年累計 素計同比 | | | | | 新能源汽車 | 419.804 | 466,441 4,537,356 4,304,073 | 5.42% 420,398 514,809 | 4,602,436 4,272,145 | 7.73% | | 一乘用車 | 414.553 | 460.719 4.479,392 4.281.084 4.63% 414.784 | | 509,440 4,545,423 4,250,370 | 6.94% | | 一純電動 | 190.724 | 189,759 2,221,913 1,777,965 24.97% | | | 27.86% | | | | - 福電式混合動力 223.829 270.960 2 ...

格隆汇1月1日｜比亚迪：12月汽车销量420398辆。12月插电式混合动力乘用车销量224072辆，12月纯电 动乘用车销量190712辆。 ...

相关报告：智研咨询发布的《2025-2031年中国汽车行业市场深度评估及投资机会预测报告》 根据中国海关数据显示：2025年10月中国纯电动乘用车进口数量为0.02万辆，同比下降63.1%，进口金 额为0.09亿美元，同比下降64.8%，2025年10月中国纯电动乘用车出口数量为20.78万辆，同比增长 31.8%，出口金额为35.85亿美元，同比增长19.7%。 近一年中国纯电动乘用车进口情况统计图 数据来源：中国海关，智研咨询整理 近一年中国纯电动乘用车出口情况统计图 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。 ...

快报同时披露，比亚迪2025年11月出口新能源汽车合计131,935辆。电池装机方面，11月新能源汽车动力电池及储能电池装机总量约为27.669GWh，2025年 累计装机总量约为258.282GWh。 12月1日，比亚迪发布2025年11月产销快报，11月新能源汽车产量为474,175辆，去年同期为540,588辆；本年累计产量达4,117,552辆，较去年累计的3,837,632 辆同比增长7.29%。销量方面，11月新能源汽车销量为480,186辆，去年同期为506,804辆；本年累计销量4,182,038辆，较去年累计的3,757,336辆同比增长 11.30%，产销整体保持增长态势。 插电式混合动力乘用车则呈现不同态势。11月产量235,568辆，去年同期328,067辆；累计产量2,033,650辆，较去年累计2,232,159辆同比下降8.89%。销量方 面，11月销量237,381辆，去年同期305,938辆；累计销量2,064,637辆，较去年累计2,183,672辆同比下降5.45%。 乘用车作为核心业务板块，11月产量469,199辆，去年同期536,926辆；累计产量4,064,839 ...

Core Insights - China's automotive exports are experiencing rapid growth, with a significant increase in new energy vehicle (NEV) exports, which are projected to exceed 200,000 units by September 2025, supporting high-quality development in the automotive industry [1][2] Export Performance - In September 2025, China's total automotive exports reached 652,000 units, marking a month-on-month increase of 6.7% and a year-on-year increase of 21%. NEV exports accounted for 222,000 units, representing a 100% year-on-year growth [2] - From January to September 2025, total automotive exports were 4.95 million units, up 14.8% year-on-year, with NEV exports at 1.758 million units, reflecting an 89.4% increase [2] - The top ten countries for NEV exports from January to September 2025 included Belgium, the Philippines, the UK, Brazil, Mexico, Australia, Thailand, the UAE, Indonesia, and India [2] Market Dynamics - The shift from subsidy-driven to market-driven growth in China's NEV sector has significantly enhanced its competitiveness. Despite challenges from EU policies in 2024, NEV exports still reached 2.01 million units, a 16% increase [3] - The performance of NEV exports in 2025 has been strong, particularly in plug-in hybrid and hybrid models, with robust demand in Western Europe and Asia [2][3] Regulatory Developments - To promote healthy development in NEV trade, the Ministry of Commerce and other departments have implemented export license management for pure electric passenger vehicles as of September 2025 [4][5] - The new regulations require that only automotive manufacturers and their authorized dealers can apply for export licenses, aiming to cut off unauthorized exports and improve product quality [6] Quality Control Measures - The export license management aims to address issues of low-quality exports that have tarnished the reputation of "Made in China" products. The lack of targeted management has led to a proliferation of low-quality vehicles in international markets [5][6] - The new policy stipulates that companies must be listed in the Ministry of Industry and Information Technology's announcement of vehicle production enterprises and products, and their products must pass mandatory certification to ensure compliance with national safety standards [6] Strategic Recommendations - Industry experts suggest that companies should focus on technological innovation and differentiation to enhance brand competitiveness, investing in areas such as smart driving, solid-state batteries, and ultra-fast charging technologies [6][7] - There is a call for strengthening overseas compliance and risk management to ensure sustainable development, including adherence to local regulations and fostering partnerships with local enterprises [7]

Core Insights - In September 2025, China's imports of pure electric passenger vehicles dropped significantly, with a quantity of 0.02 thousand units, representing a year-on-year decline of 74.8%, and an import value of 0.13 million USD, down 71.7% compared to the previous year [1] - Conversely, exports of pure electric passenger vehicles from China reached 19.07 thousand units in September 2025, marking a year-on-year increase of 24.1%, with an export value of 31.92 million USD, which is a growth of 5.8% year-on-year [1] Import Data Summary - The import quantity of pure electric passenger vehicles in September 2025 was 0.02 thousand units, a decrease of 74.8% year-on-year [1] - The import value for the same period was 0.13 million USD, reflecting a decline of 71.7% year-on-year [1] Export Data Summary - The export quantity of pure electric passenger vehicles in September 2025 was 19.07 thousand units, an increase of 24.1% year-on-year [1] - The export value for this period was 31.92 million USD, which represents a year-on-year growth of 5.8% [1]

Core Insights - In August 2025, China's imports of pure electric passenger vehicles were 0.01 thousand units, representing an 85% year-on-year decline, with an import value of 0.08 million USD, down 80.4% year-on-year [1] - Conversely, exports of pure electric passenger vehicles reached 21.38 thousand units in August 2025, marking a 48.1% year-on-year increase, with an export value of 35.65 million USD, up 26% year-on-year [1] Import Data Summary - The import quantity of pure electric passenger vehicles in August 2025 was 0.01 thousand units, a significant decrease of 85% compared to the previous year [1] - The import value for the same period was 0.08 million USD, reflecting a decline of 80.4% year-on-year [1] Export Data Summary - The export quantity of pure electric passenger vehicles in August 2025 was 21.38 thousand units, which is an increase of 48.1% year-on-year [1] - The export value for this period was 35.65 million USD, indicating a growth of 26% compared to the previous year [1]

Group 1 - Chery Automobile has launched a new purchase tax subsidy plan to address user concerns regarding potential tax benefits reduction due to vehicle invoicing and delivery delays [2][3] - The company reported a record sales milestone, with global cumulative vehicle sales reaching 2,007,768 units from January to September 2025, marking the fastest pace to surpass 2 million units in a year [2] - Chery Automobile officially listed on the main board of the Hong Kong Stock Exchange on September 25, 2025, marking a new chapter in connecting with global capital markets [2] Group 2 - The subsidy plan applies to all eligible models under Chery's five brands, including pure electric and plug-in hybrid vehicles that meet the 2026 tax reduction requirements [3] - Users must complete a successful order lock by November 30, 2025, to qualify for the subsidy [3] - The maximum subsidy amount per vehicle is capped at 15,000 yuan, calculated based on the tax difference arising from policy changes due to delayed invoicing [3]

Core Insights - The overall range of electric vehicles (EVs) continues to grow, particularly for pure electric vehicles from 2018 to 2023, with a notable increase in models offering ranges of 300-400 kilometers by 2025 [1][9] - The Ministry of Industry and Information Technology has published 22 batches of tax-exempt new energy vehicle models, with a total of 4,460 models listed for 2025, including 414 new models in October, indicating a decrease compared to previous quarters and the same period in 2024 [1][2] - The technology of tax-exempt models has shown steady improvement, with many pure electric passenger vehicles exceeding 600 kilometers in range as of October [1][9] Summary by Category 1. Tax-Exempt Vehicle Directory for 2025 - The 2025 tax-exempt directory includes 4,460 new energy vehicle models, with 414 new models added in October, reflecting a decrease from previous months in 2024 [2] - The overall number of new energy passenger vehicles in the directory for 2024-2025 is significantly higher than in previous years, indicating robust growth in the sector [3] 2. Changes in Powertrain Structure - The market for range-extended and plug-in hybrid vehicles is expected to see significant growth in 2025, despite a weaker performance in recent years [5] - Pure electric vehicles remain dominant in the bus segment, while hydrogen fuel vehicles are gaining attention, although no new hydrogen fuel passenger vehicles have been launched since the second half of 2024 [5] 3. Battery Energy Density - The energy density of batteries in pure electric vehicles has been gradually increasing, with a notable market push expected in 2025, particularly for models with energy densities around 130-145 Wh/kg [10][11] - Plug-in hybrids generally exhibit lower energy densities, with many products falling within the 100-120 Wh/kg range, while range-extended vehicles are increasingly equipped with high-energy-density batteries [11] 4. Electric Vehicle Range Analysis - The average range of pure electric passenger vehicles has reached 528 kilometers, with a growing number of models exceeding 600 kilometers in range by 2025 [9] - The average range for plug-in hybrid vehicles is around 137 kilometers, primarily concentrated in the 100-200 kilometer range, while range-extended vehicles average 205 kilometers [9] 5. Battery Technology and Market Trends - The market for battery technology is evolving, with a focus on higher energy densities and improved performance metrics for new energy vehicles, reflecting a shift towards more competitive and efficient products [10][11] - The introduction of new models from domestic brands such as BYD, Changan, and Geely is enhancing market competitiveness, with some models achieving low energy consumption rates [14][16]

Core Insights - In April 2025, China's imports of pure electric passenger vehicles were 0.03 thousand units, representing a year-on-year decline of 81.1%, with an import value of 0.22 million USD, down 77% [1] - Conversely, exports of pure electric passenger vehicles reached 19.85 thousand units in April 2025, marking a year-on-year increase of 17.6%, with an export value of 35.53 million USD, up 0.6% [1] Import Data - The import quantity of pure electric passenger vehicles in April 2025 was 0.03 thousand units, a significant decrease of 81.1% compared to the previous year [1] - The import value for the same period was 0.22 million USD, reflecting a decline of 77% year-on-year [1] Export Data - In April 2025, the export quantity of pure electric passenger vehicles was 19.85 thousand units, which is an increase of 17.6% year-on-year [1] - The export value for this period was 35.53 million USD, showing a slight increase of 0.6% compared to the previous year [1]