汽车行业出口跟踪报告:1-5M25出口同比+8% 新能源占34%

华创证券
Jun 24, 2025

中国整车出口量:1-5M25 中国汽车整车出口249 万辆、同比+8%,增速较过去几年有所下滑,但占中国汽车批发比例较2024 年提升1PP 至20%。从单月看,10M24 出口创此前新高后略有回落并延续至25 年初,主要为俄罗斯进口报废税提升后阶段性增长量回落,但5M25 出口量历史首超55 万辆,非俄地区尤其南美、中东等地增量显著。分结构:1) 用途:1-5M25 中国商用车出口41 万辆、...

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