<ul>
<li>中国 12 月份的乘用车零售销量预计约为 230 万辆，同比下降 12.7%。</li>
<li>由于 11 月份贸易补贴的广泛调整，大多数制造商对 12 月份的销售持中性至保守的预期。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121910283290.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121910283290.jpg"/></p>
<p>(图片来源：CnEVPost)</p>
<p>中国乘用车协会（CPCA）预计，中国本月新能源车（NEV）的零售销量将创下新高，尽管增长幅度不及往年年末时期。</p>
<p>CPCA 在今天发布的报告中表示，12 月份中国乘用车新能源车零售销量预计将达到 138 万辆，渗透率约为 60%。</p>
<p>中国整体乘用车市场预计本月零售销量将出现下降。</p>
<p>加入我们，关注 Telegram 或 Google News</p>
<p>初步估计显示，12 月份乘用车零售销量预计约为 230 万辆，环比增长 3.4%，但同比下降 12.7%，根据 CPCA 的数据显示。</p>
<p>12 月份通常是中国汽车市场的旺季，制造商推出限时促销以实现年度销售目标，CPCA 指出。</p>
<p>中国新能源车销量 -- CPCA</p>
<p>2023  2024  2025</p>
<p>来源：CPCA（2025 年 12 月数据为 CPCA 估算）© CnEVPost</p>
<p>贸易补贴的撤回加剧了消费者的观望情绪。然而，市场在年末新车需求和即将撤回购置税补贴的预期推动下，逐渐回归正常的季节性模式，CPCA 表示。</p>
<p>受 11 月份贸易补贴广泛调整的影响，大多数制造商对 12 月份的销售预期持中性至保守态度。</p>
<p>最新调查结果显示，领先制造商占总销量近 80%，已将本月乘用车零售目标设定在与 11 月份相似或略高的水平，CPCA 表示。</p>
<p>在 12 月的第一周，中国乘用车日均零售销量为 42000 辆，同比下降 32.3%，环比下降 7.8%。</p>
<p>第二周日均零售销量为 67000 辆，同比下降 16.8%，但环比增长 8.8%。</p>
<p>第三周预计日均销量为 73000 辆，同比下降 15.2%，但环比增长 4.6%，根据 CPCA 的数据。</p>
<p>第四周乘用车日均零售销量预计为 93000 辆，同比下降 4.9%，环比下降 8.5%。</p>
<p>第五周乘用车日均零售销量预计为 118000 辆，同比增长 9.3%，但环比下降 4.8%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120913171591-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120913171591-768x432.jpg"/></p>
<p>11 月份汽车制造商在中国新能源车市场的份额：比亚迪以 23.2% 领先，特斯拉以 5.5% 位列第五。</p>
<p>比亚迪的市场份额略高于 10 月份，而特斯拉在上个月跌出前十后重新回归。</p>

<p>中国乘用车协会（CPCA）预计，12 月份中国新能源汽车（NEV）的零售销量将达到创纪录的 138 万辆，渗透率为 60%。整体乘用车销量预计同比下降 12.7%，降至 230 万辆。市场受到以旧换新补贴调整和季节性需求模式的影响。主要制造商设定了保守的销售目标，而每日销售数据则显示出 12 月份各周的趋势不一</p>

<blockquote>
<ul>
<li>China's overall passenger car retail sales in December are projected to came in at about 2.3 million units, marking a year-on-year decline of 12.7 percent.</li>
<li>Due to the widespread adjustments to trade-in subsidies in November, most manufacturers have adopted a neutral-to-conservative outlook for December sales.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>中国 12 月份的乘用车零售销量预计约为 230 万辆，同比下降 12.7%。</li>
<li>由于 11 月份贸易补贴的广泛调整，大多数制造商对 12 月份的销售持中性至保守的预期。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121910283290.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025121910283290.jpg"/></p>
<p>(Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(图片来源：CnEVPost)</p>
</div><p>The China Passenger Car Association (CPCA) expects China's new energy vehicle (NEV) retail sales this month to hit a record high, though growth will be less robust than in previous years' year-end periods.</p>
<div class="lb-trans"><p>中国乘用车协会（CPCA）预计，中国本月新能源车（NEV）的零售销量将创下新高，尽管增长幅度不及往年年末时期。</p>
</div><p>In December, China's passenger NEV retail sales are projected to reach 1.38 million units, with a penetration rate around 60 percent, the CPCA said in a report released today.</p>
<div class="lb-trans"><p>CPCA 在今天发布的报告中表示，12 月份中国乘用车新能源车零售销量预计将达到 138 万辆，渗透率约为 60%。</p>
</div><p>China's overall passenger vehicle market is expected to see a decline in retail sales this month.</p>
<div class="lb-trans"><p>中国整体乘用车市场预计本月零售销量将出现下降。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们，关注 Telegram 或 Google News</p>
</div><p>Preliminary estimates indicate passenger vehicle retail sales for December month are projected to came in at about 2.3 million units, a 3.4 percent increase month-on-month but a 12.7 percent decrease year-on-year, according to the CPCA.</p>
<div class="lb-trans"><p>初步估计显示，12 月份乘用车零售销量预计约为 230 万辆，环比增长 3.4%，但同比下降 12.7%，根据 CPCA 的数据显示。</p>
</div><p>December is traditionally a peak season for China's auto market, with manufacturers launching limited-time promotions to meet annual sales targets, the CPCA noted.</p>
<div class="lb-trans"><p>12 月份通常是中国汽车市场的旺季，制造商推出限时促销以实现年度销售目标，CPCA 指出。</p>
</div><p>China NEV sales -- CPCA</p>
<div class="lb-trans"><p>中国新能源车销量 -- CPCA</p>
</div><p>2023  2024  2025</p>
<div class="lb-trans"><p>2023  2024  2025</p>
</div><p>Source: CPCA (Dec 2025 figure is CPCA estimate)© CnEVPost</p>
<div class="lb-trans"><p>来源：CPCA（2025 年 12 月数据为 CPCA 估算）© CnEVPost</p>
</div><p>The withdrawal of trade-in subsidies has intensified consumer wait-and-see sentiment. However, the market is gradually returning to normalized seasonal patterns, driven by year-end new car demand and expectations of an impending retreat of purchase tax subsidies, the CPCA said.</p>
<div class="lb-trans"><p>贸易补贴的撤回加剧了消费者的观望情绪。然而，市场在年末新车需求和即将撤回购置税补贴的预期推动下，逐渐回归正常的季节性模式，CPCA 表示。</p>
</div><p>Affected by widespread adjustments to trade-in subsidies in November, most manufacturers hold neutral-to-conservative sales expectations for December.</p>
<div class="lb-trans"><p>受 11 月份贸易补贴广泛调整的影响，大多数制造商对 12 月份的销售预期持中性至保守态度。</p>
</div><p>The latest survey results indicate that leading manufacturers, accounting for nearly 80 percent of total sales, have set this month's passenger vehicle retail targets at levels similar to or slightly higher than November, the CPCA said.</p>
<div class="lb-trans"><p>最新调查结果显示，领先制造商占总销量近 80%，已将本月乘用车零售目标设定在与 11 月份相似或略高的水平，CPCA 表示。</p>
</div><p>During the first week of December, China's passenger vehicle daily retail sales averaged 42,000 units, down 32.3 percent year-on-year and down 7.8 percent month-on-month.</p>
<div class="lb-trans"><p>在 12 月的第一周，中国乘用车日均零售销量为 42000 辆，同比下降 32.3%，环比下降 7.8%。</p>
</div><p>Week 2 saw daily retail sales average 67,000 units, down 16.8 percent year-on-year but up 8.8 percent month-on-month.</p>
<div class="lb-trans"><p>第二周日均零售销量为 67000 辆，同比下降 16.8%，但环比增长 8.8%。</p>
</div><p>Week 3 is projected to average 73,000 units daily, down 15.2 percent year-on-year but up 4.6 percent month-on-month, according to CPCA.</p>
<div class="lb-trans"><p>第三周预计日均销量为 73000 辆，同比下降 15.2%，但环比增长 4.6%，根据 CPCA 的数据。</p>
</div><p>Week 4 passenger vehicle daily retail sales are projected at 93,000 units, down 4.9 percent year-on-year and down 8.5 percent month-on-month.</p>
<div class="lb-trans"><p>第四周乘用车日均零售销量预计为 93000 辆，同比下降 4.9%，环比下降 8.5%。</p>
</div><p>Week 5 passenger vehicle daily retail sales are projected at 118,000 units, up 9.3 percent year-on-year but down 4.8 percent month-on-month.</p>
<div class="lb-trans"><p>第五周乘用车日均零售销量预计为 118000 辆，同比增长 9.3%，但环比下降 4.8%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120913171591-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/12/2025120913171591-768x432.jpg"/></p>
<p>Automakers' share of China NEV market in Nov: BYD leads with 23.2%, Tesla 5th with 5.5%</p>
<div class="lb-trans"><p>11 月份汽车制造商在中国新能源车市场的份额：比亚迪以 23.2% 领先，特斯拉以 5.5% 位列第五。</p>
</div><p>BYD's share edged slightly higher than October's, while Tesla made its return to the top 10 after falling out of the rankings last month.</p>
<div class="lb-trans"><p>比亚迪的市场份额略高于 10 月份，而特斯拉在上个月跌出前十后重新回归。</p>
</div>

中国乘用车市场信息联席会（CPCA）预计，中国 12 月新能源汽车的零售量将达到创纪录的 138 万辆