智通财经APP获悉，崔东树发文称，进口车持续剧烈下行的压力明显。2025年1-11月进口汽车45万辆，同比下降30%，这是近期少见的1-11月巨大下滑。 其中11月进口车4.3万辆，同比下滑29%，环比10月降2%。进口车在2014年进口车达到143万辆峰值后下行， 2024年进口规模持续锐减，全年进口仅有70 万辆，同比下降12%。 11月进口车下滑压力仍较大。2025年11月进口最高的前10国家是：日本24312辆、德国8705辆、斯洛伐克2490辆、英国2112辆、瑞典1746辆、美国1597 辆、墨西哥314辆、韩国248辆、奥地利199辆、意大利170辆，其中本期较同期增量增大的前五个是：日本5058辆、芬兰165辆、印度123辆、南非93辆、韩 国61辆。 2025年1-11月进口最高的前10国家是：日本192982辆、德国179289辆、美国99945辆、斯洛伐克59783辆、英国42351辆、瑞典19943辆、奥地利10213辆、 匈牙利7633辆、墨西哥6749辆、韩国4520辆，其中本期较同期增量增大的前五个是：德国83081辆、美国55883辆、斯洛伐克10837辆、奥地利7624辆、瑞 ...

最近，"海南封关"成了一个热度飙升的词。很多人都在讨论，但心里又犯嘀咕：这"封关"到底封的是什么？是以后去海南像出国一样，要办签证、过海关 吗？它和我们这些普通人，到底有什么关系？ 别急，这事儿听起来高大上，其实跟咱们每个人的钱包、旅行计划甚至未来的工作选择，都息息相关。简单来说，海南封关，封的不是人，而是"税"。它 的全称是"全岛封关运作"，目标是2025年底前，把整个海南岛打造成一个 "境内关外"的特殊区域。 想象一下，以后你踏上海南岛，就像走进了一个超级豪华的"境内免税店"。在这个"店"里，商品和货物的进出将实施特殊的税收和贸易管制政策，但人员 往来依然自由。这可不是小打小闹，而是中国对外开放的一次重磅布局。接下来，我们就从几个最贴近生活的方面，看看它具体会带来哪些实实在在的变 化。 第一，购物天堂升级：从"买点免税品"到"日常消费都便宜" 对于自驾爱好者来说，这是一个福音。目前，外地车牌在海南行驶有时间和天数的限制。封关运作后，为了促进全岛资源自由流动，外省车辆在海南的通 行限制有望大幅放宽甚至取消。 你可以更自由地开着爱车，从海口到三亚，深度探索环岛旅游公路，真正实现"一脚油门踩到底"。配合上"零关 ...

机会到底在哪？帮主给你划重点： 1. 消费"天堂"再升级： 零关税直逼香港，奢侈品、电子产品、进口汽车可能让你买到手软，高端旅游 零售业将迎来核爆级增长。 2025年12月18日，海南全岛将正式"封关"！这不是要封闭，而是要变身全球瞩目的 "超级经济特区"！ 你知道这意味着什么吗？一场史无前例的财富浪潮，正在袭来！ 核心事实： 封关后，海南将成为国内首个 "一线放开、二线管住" 的特殊区域。简单说，国外商品进入 海南，基本实现"零关税"；而从海南进入内地，则视同进口。这不仅仅是购物天堂的升级，更是资本、 贸易、人员自由流动的 "制度高地"！ 在评论区聊聊你的看法！关注我，一个用20年经验带你穿透政策、抓住本质的老兵。下期我们深扒：普 通人如何去海南分享这波红利？ 大佬们的嗅觉最灵敏！资本的棋局早已布下。这次封关，不是终点，而是新一轮全球资源在海南配置的 "发令枪"！ 互动时间到！ 1. 你或你的公司，有计划去海南"掘金"吗？ 是开公司、做贸易，还是去消费、就业？ 2. 你最看好以上哪个领域的机遇？ 是免税消费、物流、金融，还是高科技产业？ 2. 物流仓储"黄金赛道"： 这里将成为亚太地区全新的货物集散中心，跨 ...

智通财经APP获悉，崔东树发文称，2025年1-10月进口汽车40万辆，同比下降30%，这是近期少见的1-10月巨大下滑。其中10月进口车4.3万台，同比下滑 0.5%，环比9月增6%。进口车在2014年进口车达到143万辆峰值后下行， 2024年进口规模持续锐减，全年进口仅有70万辆，同比下降12%。目前2025年1- 10月进口汽车40万辆，突破50万的难度较大。2025年1~10月份，进口美国车辆降到42465辆。同比下降53%的水平，而10月份美国车进口729辆，环比降 50%，同比下降83%。 2025年前10个月，中国汽车进口市场面临显著下滑的压力，主要受国产车崛起和国际品牌本土化加速的影响。尽管10月进口量略有回升，但整体市场前景 仍不明朗。进口车市场的需求总体偏弱，尤其是豪华车市场在传统富裕地区的表现不佳。未来，市场将继续受到国产车竞争力的影响，进口车市场需寻找 新的增长点。 今年10月的超豪华市场有所改善，劳斯莱斯和法拉利等进口车表现较好，上海地区超豪华需求明显回升。豪华车市场压力较大，苏州、杭州、上海、深 圳、北京、重庆等传统富裕地区的表现一般。今年的宁波、鄂尔多斯豪车较强。 一、中国汽车 ...

New Car Transaction Situation - In September, Beijing's new car transactions reached 64,900 units, with a month-on-month increase of 13.69% and a year-on-year increase of 4.02%. The month-on-month growth rate is 0.79 percentage points higher than the national average, while the year-on-year growth rate is 10.88 percentage points lower than the national average [4][21] - From January to September, a total of 486,600 new cars were traded in Beijing, a decrease of 2.94% compared to last year, which is 15.84 percentage points lower than the national average [4] Imported Car Sales Situation - In September, Beijing's imported car transactions totaled 2,456 units, showing a month-on-month increase of 8.29% but a year-on-year decrease of 15.22% [8][12] - From January to September, the cumulative transactions of imported cars in Beijing were 21,700 units, reflecting a year-on-year decline of 20.39% [8] New Energy Vehicle Sales Situation - In September, Beijing's new energy vehicle transactions reached 41,900 units, with a month-on-month increase of 14.25% and a year-on-year increase of 25%, accounting for 64.55% of the total new car transactions [13][21] - Pure electric vehicle sales were 26,200 units, making up 62.54% of new energy vehicle sales. However, the proportion of pure electric vehicles has been declining since June, decreasing by 7.18 percentage points [13][21] - From January to September, a total of 290,900 new energy vehicles were traded in Beijing, representing a year-on-year growth of 16.78% and accounting for 59.78% of total new car transactions [13] Used Car Transaction Situation - In September, Beijing's used car transaction volume was 62,300 units, with a month-on-month increase of 14.75% and a year-on-year increase of 11.42% [19][21] - From January to September, the cumulative used car transactions reached 501,000 units, showing a year-on-year growth of 0.81% [19] - The average transaction price of used cars in the third quarter increased by 0.02 million yuan compared to the second quarter, but decreased by 0.78 million yuan compared to the same period last year, indicating pressure on dealers [21] Market Trends and Government Policies - The third quarter saw a V-shaped trend in Beijing's new car sales, with a rapid increase in June followed by a decline in July and August, before a recovery in September [21] - Government regulations targeting issues such as blind exports and price competition were introduced, indicating a commitment to addressing the chaotic state of the automotive industry [21] - Despite short-term spikes in sales due to policy support, the overall market remains under pressure, particularly for traditional fuel vehicles, while the used car market shows signs of recovery [21]

Core Insights - The import of automobiles in China is experiencing a significant decline, with a projected 360,000 units imported from January to September 2025, representing a 32% year-on-year decrease. This trend is attributed to the rise of domestic new energy vehicles and a shift towards high-end models, leading to sustained pressure on imported vehicles [1][6][20]. Group 1: Overall Trends in Automobile Imports - The peak of automobile imports occurred in 2014 with 1.43 million units, followed by a continuous decline. The import volume is expected to drop to 700,000 units in 2024, down 12% year-on-year, and further to 360,000 units in the first nine months of 2025, down 32% year-on-year [6][20]. - In September 2025, 41,000 imported vehicles were recorded, marking a 26% decline year-on-year and a 10% decrease from August [1][6]. Group 2: Country-Specific Import Data - The top ten countries for automobile imports in September 2025 included Japan (18,265 units), Germany (10,549 units), and Slovakia (3,832 units). Notably, imports from the U.S. have plummeted, with only 41,736 units imported from January to September 2025, a staggering 52% decrease year-on-year [1][2][20]. - The U.S. vehicle imports saw a dramatic drop in September 2025, with only 1,462 units imported, reflecting an 85% year-on-year decline [2][20]. Group 3: Market Dynamics and Consumer Preferences - The demand for traditional fuel vehicles continues to shrink, with domestic manufacturers benefiting from a low base effect in sales. The market is shifting towards electric vehicles, which has led to a notable decrease in the demand for imported fuel vehicles [2][6][15]. - The luxury car segment showed some improvement in September 2025, with brands like Rolls-Royce and Ferrari performing well, particularly in the Shanghai region [3]. Group 4: Import Structure and Vehicle Types - In the first nine months of 2025, passenger cars accounted for 98% of total imports, with a significant focus on gasoline vehicles, which dominate the market despite the rise of new energy vehicles [12][13]. - The import of electric vehicles has seen a drastic decline, with pure electric vehicle imports dropping by 81% year-on-year in the first nine months of 2025 [14][15]. Group 5: Future Outlook - The ongoing decline in imported vehicles is expected to continue, with challenges in maintaining a reasonable scale of imports and ensuring the security of international supply chains amid complex international relations [2][20].

Core Insights - The Korea Automobile Importers and Distributors Association (KAIDA) reported that the number of newly registered imported vehicles in September reached 32,834 units, representing a year-on-year increase of 32.2% [1] - Tesla maintained its position as the top-selling imported car brand for the third consecutive month, with 9,069 units sold [1] Group 1 - The total number of new registered imported vehicles in September was 32,834 [1] - The year-on-year growth rate for new registered imported vehicles was 32.2% [1] - Tesla's sales figures for September were 9,069 units, marking its third month at the top [1]

Core Insights - The import of automobiles in China has seen a significant decline, with 2025 showing a 33% year-on-year decrease in the first eight months, totaling 320,000 vehicles imported [1][5][6] - The trend of declining imports has been ongoing since 2014, with a peak of 1.43 million vehicles, followed by a steady decrease, particularly in the last three years [5][6][20] - The demand for fuel vehicles is shrinking, particularly from the U.S., where imports have dropped from 280,000 units in 2017 to 105,000 units in 2024, marking a 48% decline in the first eight months of 2025 compared to the previous year [2][5][20] Import Trends - In August 2025, imports fell to 46,000 vehicles, a 40% decrease year-on-year and an 8% decrease from July [1][5] - The top ten countries for imports in August 2025 included Japan (22,785 units), Germany (8,926 units), and the U.S. (2,902 units), with notable increases from the UK and India [1][2][20] - The overall import volume for 2023 was 800,000 vehicles, down 10% from the previous year, and is projected to decline further to 700,000 vehicles in 2024 [5][6] Market Dynamics - The structure of imported vehicles is heavily skewed towards passenger cars, which accounted for 98% of total imports in 2025 [12][13] - The share of electric vehicles in the import market remains low, with pure electric vehicles making up only 1% of total imports in 2025 [14][15] - The market for high-displacement vehicles (over 2.5L) is experiencing slower declines compared to smaller displacement vehicles, indicating a shift in consumer preferences [19][20] Country-Specific Insights - Japan remains the largest source of imported vehicles, followed by Germany and Slovakia, with significant fluctuations in imports from the U.S. due to tariffs and trade relations [20][21] - The import of vehicles from the U.S. has seen a drastic reduction, with a 65% year-on-year decline in August 2025 [2][20] - Emerging markets like India and Mexico are showing growth in vehicle exports to China, contrasting with the overall decline from traditional markets [2][20]

Core Insights - Vietnam's total vehicle imports reached 128,355 units with a total value of $2.82 billion as of August 15, marking a 31.3% increase in quantity compared to the same period last year, equivalent to an increase of 30,588 units [1] Group 1: Import Statistics - The import of vehicles with 9 seats or fewer totaled 97,018 units, amounting to $1.73 billion, which accounts for 75.58% of the total import volume and 61.32% of the total import value [1] - The primary sources of imported vehicles for Vietnam are the three major Asian markets: Indonesia, Thailand, and China [1] Group 2: Market Dynamics - Although China ranks third in the number of vehicles exported to Vietnam, it leads in import value with approximately $888 million [1]

Core Insights - The import of automobiles in China has seen a significant decline, with 270,000 units imported from January to July 2025, representing a 32% year-on-year decrease. This trend continues a pattern of decline that has persisted since 2018 [1][5][6]. Group 1: Overall Trends in Automobile Imports - The peak of automobile imports occurred in 2014 with 1.43 million units, followed by a steady decline. In 2023, imports fell to 800,000 units, a 10% decrease year-on-year, and are projected to drop further to 700,000 units in 2024, marking a 12% decline [5][6]. - The import of vehicles from the United States has drastically decreased, from 280,000 units in 2017 to an estimated 109,000 units in 2024, with a 46% year-on-year drop in the first seven months of 2025 [2][5]. Group 2: Monthly and Yearly Import Data - In July 2025, 50,000 imported vehicles were recorded, showing a 29% year-on-year decline but a 16% increase compared to June 2025 [1][5]. - The top ten countries exporting vehicles to China in July 2025 included Japan (19,238 units), Germany (9,932 units), and the United States (8,914 units) [1][2]. Group 3: Market Dynamics and Consumer Preferences - The shift towards electric vehicles in China has led to a decline in demand for traditional fuel vehicles, impacting the import of gasoline vehicles significantly [2][5]. - The luxury car market showed some improvement in July 2025, with brands like Rolls-Royce and Ferrari performing well, indicating a potential niche market amidst the overall decline [2][5]. Group 4: Import Structure and Vehicle Types - In the first seven months of 2025, passenger cars accounted for 98% of total imports, with a notable decline in the import of light trucks and commercial vehicles [12][13]. - The import of electric vehicles has seen a sharp decline, with pure electric vehicle imports dropping by 81% year-on-year in the first seven months of 2025 [14][15]. Group 5: Country-Specific Import Characteristics - Japan, Germany, and the United States remain the primary sources of imported vehicles, with Slovakia showing significant growth in imports recently [20][21]. - The overall import volume from these countries has decreased, with the U.S. experiencing a notable impact from tariffs, leading to a 46% decline in imports in the first seven months of 2025 compared to the previous year [20][21].