智通财经APP获悉，交银国际发布研究报告称，2024年12月车市延续高景气度，全国乘用车市场零售263.5万辆(同/环比+12.0%/+8.7%);2024年累计零售2289.4万辆(年减+5.5%)。12月新能源渗透率49.4%，较去年同期渗透率提升9.1个百分点。2024年全年新能源车累计销售量1089.9万辆(较去年同期+40.7%)，渗透率达47.6%。
该行称，12月乘用车出口(含整车与 CKD(全散件模式))总量40.4万辆，同/环比+6%/+2%;2024年乘用车累计出口479.1万辆，较去年同期成长25%。2025年1月8日，新一轮消费品以旧换新政策出台，汽车报废更新支持范围进一步扩大。展望2025年，交银国际认为，乘用车补贴范围和力度有望持续加码，新能源乘用车市场可望维持当前高增的位能，预计2025年新能源汽车渗透率进一步提升至60%。
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