
受房地產市場低迷及補貼縮減影響,中國國內汽車需求疲軟,出口成為車商主要支撐。
中國乘用車市場信息聯席分會數據顯示,9月中國國內乘用車銷量年減28.1%,創今年最大跌幅,已連續12個月下滑。儘管國內需求疲軟,但新能源汽車出口激增73.2%,達92.3萬輛,緩解了車商面臨的市場壓力。
AI-generated summary
中國房地產市場長期低迷影響消費信心,政府亦調整了新能源汽車的補貼與稅收優惠政策。
中國乘用車市場信息聯席分會(CPCA)公布數據指出,受房地產市場長達5年的低迷,導致消費信心疲弱,以及政府縮減對新能源汽車補貼影響,9月中國國內汽車銷量連續第12個月下滑,新能源汽車出口則激增,稍稍抵銷國內需求猛降對車商的衝擊。
CPCA表示,9月中國國內乘用車銷量下跌28.1%,創今年以來最大跌幅,亦為連續第12個月下滑;其中,燃油車銷量崩跌43%至53.4萬輛,純電車和油電混合動力車銷售下滑16.7%至108.4萬輛。累計今年前9個月,中國國內乘用車銷量775.8萬輛,年減12.8%。
在中國,每年9月至10月通常是汽車銷售旺季,素有「金九銀十」之稱,各大汽車公司都會全力衝刺,完成全年銷售目標。然而,由於消費者信心持續疲軟,令經銷商的銷售業績持續低迷。
CPCA先前的一項調查顯示,儘管車商在9月推出了一系列新車型,經銷商也進行了積極的促銷活動,但這些措施並未顯著提升銷量,消費者對價格更加敏感,在購車方面採取了更為謹慎的態度,並推遲了購車決定。
除了消費信心疲弱,野村證券分析師將中國國內乘用車銷售下滑,還歸因於政府縮減以舊換新補貼和逐步取消新能源汽車購買稅收優惠。
相較於國內銷售低迷,中國9月向海外出口的汽車則激增73.2%,達92.3萬輛,新能源汽車就占逾半。CPCA表示,9月新能源汽車出口55.8萬輛,年增163.5%,今年前9個月累計出口388.7萬輛,年增138.8%。
而根據中國汽車工業協會發布的最新統計,今年前9個月中國整體新能源汽車出口總量為400.6 萬輛;其中,前7個月對歐盟出口的油電混合動力車數量達21.7萬輛。
The 2026 Paris Auto Show kicked off in Paris, France on October 12. French President Macron attended and emphasized promoting innovation in the automotive industry and revitalizing the industrial chain. Renault made the world premiere of its E‑Space concept car, and Tesla exhibited its Cybercab driverless taxi. More than 20 Chinese vehicle brands participated in the exhibition. BYD, GAC, Ideal and other brands held press conferences. The booth layout was close to French and other brands, attracting many exhibitors to pay attention to the development of new energy vehicles in China.
According to data released by the Passenger Vehicle Market Information Joint Branch of the China Automobile Dealers Association, the national retail penetration rate of new energy passenger vehicles climbed to 67.0% in September, and the wholesale penetration rate reached 65.4%, both reaching record highs. At the same time, passenger car exports in September were 917,000 units, a year-on-year increase of 73.7%.

Safety failures in test braking for Huawei-backed Maextro V800 EVs led Chinese regulators to issue draft rules governing new car model testing.
Four departments including the Ministry of Industry and Information Technology jointly issued the "Notice on Further Strengthening the Management of Innovative Design and R&D Testing and Verification of Automotive Products (Draft for Comments)", which proposes safety requirements for innovative configurations such as fully hidden door handles and electric suction doors, requires mechanical redundancy and manual operation functions, and clarifies the time node: new products need to supplement technical parameters from January 1, 2027, and products that have been announced before July 1, 2027 must submit verification materials, otherwise they may be discontinued and recalled.

China's Chery Automobile's Omoda 5 model suffered an accident in which the rear axle and both rear wheels fell off in Johor Bahru, Malaysia. The Malaysian Land Transport Authority has temporarily revoked the vehicle type approval certificate of the model and suspended new car registration. Chery Malaysia is required to inventory the affected vehicles and initiate recall and rectification procedures. This is the second time a similar failure has occurred for this model. The first occurred in April 2024. The rear axle also broke during normal driving without collision in Malaysia.
Hubei Ezhou Huahu International Airport has successfully guaranteed the export of 198 new energy vehicles this year, with direct routes to core aviation hubs such as Paris and Miami, becoming the core aviation gateway for China's new energy vehicles to go overseas efficiently.