汽车行业跟踪报告:海外销量点评:8月欧洲、北美同比增速放缓 东亚降幅扩大

华创证券
Oct 16, 2025

事项:8 月全球轻型车销量约692 万辆、同比+4.3%、环比-2.0%,海外合计约424 万辆、同比-1.7%、环比-8.3%,其中北美175 万辆、同比+2.1%、环比+5.1%,欧洲约109 万辆、同比+0.7%、环比-24%,中国268 万辆、同比+15%、环比+10%。9 月速报:据Marklines,估计9 月北美轻型车销量同比+5.4%,欧洲+6.9%。评论:海外同比增速由正转负。8...

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