智通财经APP获悉，2月24日，乘联分会秘书长崔东树发文介绍全国商用车国内保险特征—2026年1月。根据国家金融局交强险数据，国内商用车交强险数 据的2025年商用车强势增长。由于新能源车强势增长和报废更新政策促进车辆更新，2025年新能源商用车整体呈现快速拉升的良好局面。今年商用车1月 增长较强，1月商用车国内销量实现20万台，同比增19%，环比降34%，今年创出近几年1月新高的良好水平。 在2025年末政策翘尾后，2026年1月份新能源商用车达到5万台，同比增长63%，环比下降64%.依旧保持良好走势。 从2019-2021年，整个新能源商用车的渗透率在3%左右水平，2022年达到9%，2023年达到11%，2024年全年达到20%，2025年就达到渗透率29%的良好水 平，体现了新能源商用车强势增长良好态势。2026年1月商用车新能源渗透率26%， 较同期增长7个点，相对较强。 26年1月的卡车新能源渗透率21%，客车新能源渗透率54%，较同期均有大幅提升。其中重卡达到34%、轻卡达到20%，高油耗高税收的物流车型新能源渗 透率提升较大。重卡电动化带来储能效果的体现，有效稳定了电网的用电负荷。 1、 全 ...

Group 1: Market Overview - From May 1 to May 25, the national passenger car retail market reached 1.358 million units, a year-on-year increase of 16% and a month-on-month increase of 9%. Cumulative retail sales for the year reached 8.23 million units, up 9% year-on-year [2][5] - During the same period, wholesale of passenger cars was 1.389 million units, a year-on-year increase of 17% but a month-on-month decrease of 1%. Cumulative wholesale for the year was 9.858 million units, up 12% year-on-year [2][6] - The retail penetration rate for new energy vehicles (NEVs) reached 53.5%, with retail sales of 726,000 units from May 1 to May 25, marking a 31% year-on-year increase [2][5] Group 2: Sales Trends - Daily average retail sales for the first week of May were 42,000 units, down 11% year-on-year, but increased by 19% month-on-month. The second week saw an increase to 61,000 units, up 30% year-on-year and 44% month-on-month [4][5] - The third week recorded daily average retail sales of 51,000 units, a 14% year-on-year increase, while the fourth week saw sales return to 61,000 units, a 26% year-on-year increase but down 8% month-on-month [5][6] Group 3: Industry Performance - In the first four months of 2025, the automotive industry generated revenue of 3.3 trillion yuan, a 7% increase, while costs rose by 8%, leading to a profit decline of 5% with a profit margin of 4.1% [7][8] - The production of automobiles from January to April reached 10.12 million units, a year-on-year increase of 11% [7][8] Group 4: Export Performance - In April 2025, China exported 620,000 vehicles, a year-on-year increase of 12% and a month-on-month increase of 36%. Cumulative exports for the first four months reached 2.16 million units, up 15% year-on-year [8][9] - The top ten countries for vehicle exports in April included Mexico, Brazil, and Russia, with significant contributions from the Middle East market [9][10] Group 5: New Energy Vehicles - From January to April 2025, the penetration rate of new energy commercial vehicles reached 22%, up 8 percentage points from the same period last year, indicating strong growth in the sector [12][13] - The export performance of Chinese new energy vehicles was better than expected, with significant growth in markets such as the Middle East and developed countries [11][12]