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FEV咨询:2025中国汽车产业分析报告(87页).pdf

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1、 by FEV all rights reserved.Confidential no passing on to third parties ACHINESE AUTOMOBILE MARKETANNUAL REPORT 2023FEV咨咨咨咨咨咨咨FEV咨咨咨咨咨咨咨咨咨咨咨2026咨 3咨2025咨咨咨咨咨咨2025咨咨咨咨咨咨咨咨咨咨咨咨 by FEV all rights reserved.Confidential no passing on to third parties A宏宏宏宏咨咨咨咨咨咨咨咨咨咨咨咨咨咨AGENDA2 by FEV all rights reserved.

2、Confidential no passing on to third parties A宏宏宏宏 宏宏宏宏宏宏宏 咨咨咨咨咨咨咨AGENDA3 by FEV all rights reserved.Confidential no passing on to third parties A1咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨2000咨咨咨咨咨咨咨咨咨咨咨Source:咨咨咨咨咨,FEV2025宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏1,401,879 宏宏宏宏宏

3、宏宏5.0%2025140 宏宏咨咨咨2025咨咨GDP咨咨咨 2024咨咨咨5.0%咨咨咨咨咨咨咨咨咨咨咨1咨咨咨咨咨咨咨咨5.9%咨咨咨咨咨咨咨咨咨咨咨6.4%咨咨咨咨咨1619222732364250556070768594101104117123129135140051015050100150200420052006200720082009201020112012201320142015201620172018201920202021202220232024202566GDP咨咨咨咨咨咨咨咨咨咨咨咨咨%咨宏宏GDP宏宏宏宏2005-2025宏宏宏宏20254 by FEV all ri

4、ghts reserved.Confidential no passing on to third parties A 2025 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨2025咨咨咨咨咨咨Source:FEV2025宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏

5、宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏 2025 咨“咨咨”咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨2024 咨咨咨咨咨咨咨咨咨咨咨咨咨咨2025 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨2025 咨咨咨咨咨咨咨咨咨咨咨69.5%咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨宏宏宏宏 咨 咨咨咨咨咨咨咨咨咨咨咨 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨“咨咨咨咨”咨咨咨咨咨咨咨咨咨咨

6、咨咨咨咨咨 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨宏宏宏宏5宏宏宏宏 by FEV all rights reserved.Confidential no passing on to third parties A咨咨咨咨咨咨咨咨Source:FEV宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏宏6咨咨咨咨咨2024咨 9咨咨咨咨 301咨咨咨 咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨咨 100%咨咨咨咨咨咨咨咨咨咨

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1. **中国汽车市场展望**:2025年中国汽车销量预计达3440万辆,同比增长9.4%;新能源汽车(NEV)销量将达140万辆,渗透率69.5%,其中纯电动车(BEV)占比63.8%。 2. **政策驱动**:2026年起实施更严苛的碳排放标准(如GB 36980.1),2027年要求NEV渗透率达58%,推动车企加速电动化转型。 3. **技术趋势**:800V高压平台、SiC功率器件、LFP电池(成本优势)将成为主流;2025年SiC逆变器渗透率将超30%。 4. **竞争格局**:比亚迪、特斯拉等头部企业占据主导,2025年TOP 10车企市场份额超80%;自主品牌在混动(DM-i)和纯电领域快速崛起。 5. **产业链变化**:电池能量密度目标350Wh/kg(2026年),电驱动系统向高集成度(如多合一设计)发展,AI驱动智能化升级(L3级自动驾驶落地)。
**中国车市趋势?** **新能源车销量预测?** **政策如何影响市场?**
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