Core Insights - The article highlights the changing dynamics of the Chinese passenger car market, indicating a significant shift towards a "strong North, weak South" pattern in market performance, with expectations of a 10% year-on-year growth in retail sales by 2025 [1][2] Group 1: Regional Market Trends - The northern car market is showing strong growth, particularly in Northeast and North China, while the southern regions are underperforming despite better economic conditions [2][3] - By July 2025, the northern market's share increased by 0.9 percentage points compared to the previous year, and by 5.6 percentage points compared to 2022, indicating a robust upward trend [2] - The central region's market share also improved, with a 1.5 percentage point increase year-on-year in July 2025, suggesting a positive trend in the middle regions [2] Group 2: Policy Impact on Market Structure - Government subsidies are favoring low-end and economic vehicles, leading to a recovery in the economy segment, particularly benefiting A00 and A0 class electric vehicles in Northern and Northeast regions [1][3] - The "Two New" subsidy policy is seen as a fair approach, significantly benefiting the development of small and micro electric vehicles [1][6] Group 3: New Energy Vehicle Market Analysis - The new energy vehicle market is expected to perform strongly in 2025, with both pure electric and plug-in hybrid vehicles showing positive trends [5] - In Northern regions, the demand for traditional fuel vehicles remains high, with fuel vehicles still accounting for about 60% of the market, while Eastern regions have seen new energy vehicles surpassing 50% [5] Group 4: Changes in Vehicle Structure - The SUV segment is experiencing strong growth, particularly in the central and western regions, driven by geographical factors that favor SUV demand [4] - The overall market structure is shifting towards more affordable electric vehicles due to government incentives, which are effectively stimulating consumer interest [6][7]

北方车市的走强应该是目前核心的特征，东北和西北车市的走强明显，带动总体西部车市超强发展。虽然在6月中部长江车市还有黄河车市总体表现是月 度相对较强，但是在年度表现来看，仍需要有效的观察。 从过去几年各地车市的发展状态来看，北强南弱格局持续，北方车市2025年6月较上年同期的份额增加3.3个百分点，2025年较2019年的北方份额增5.7个百 分点。东北地区车市这几年在不断地走强之中，从2023年到2024年逐步的较好地增长，2025年6月仍然保持在7%的份额较高位水平。南方经济好，但车市 较差，华东地区的6月车市同比下滑较大，华南也较差。 智通财经APP获悉，8月11日，崔东树发文称，在国家两新政策促进乘用车内需消费的良好环境下，2025年全国乘用车市场零售同比增长11%，呈现2-6月 的国内车市强势增长的良好特征。1、北强南弱特征明显。北方车市2025年6月较上年同期的份额增加3.3个百分点，2025年较2019年的北方份额增5.7个百 分点。东北地区车市这几年在不断的走强之中，从2023年到2024年逐步的较好地增长，2025年6月仍然保持在7%的份额较高位水平。南方经济好，但车市 较差，华东地区的6月车 ...