<blockquote>
<ul>
<li>中国 4 月新能源汽车零售渗透率预计首次突破 60%，随着汽车市场整体继续下滑，新能源汽车迎来反弹。</li>
<li>温和的宏观经济复苏并未立即转化为大宗消费的强劲反弹。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg"/></p><p>(2026 年 4 月北京车展上展出的比亚迪车型。图片来源：CnEVPost)</p><p>中国汽车工业协会（CPCA）预计，中国 4 月新能源汽车（NEV）零售销量将从 3 月微增，渗透率创下新高，而内燃机（ICE）车辆表现持续疲软。</p><p>根据中汽协周五发布的报告，初步估算显示，中国 4 月新能源汽车零售销量预计将达到约 86 万辆。</p><p>该数字较上月约 85 万辆略有增加，但低于去年同期的 90.5 万辆。</p><p>加入我们的 Telegram 或 Google 新闻</p><p>中国乘用车新能源汽车零售销量——中汽协</p><p>2024  2025  2026</p><p>*2026 年 4 月数据为中汽协估算值</p><p>来源：中汽协© CnEVPost</p><p>4 月乘用车零售销量估计约为 142 万辆，环比下降约 13.8%。</p><p>这意味着 4 月乘用车新能源汽车的市场渗透率将达到约 60.6% 的历史高位，月度首次突破 60% 关口。</p><p>3 月，中国乘用车零售销量约为 165 万辆，同比下降 15.0%。</p><p>3 月乘用车新能源汽车零售销量也面临下行压力，为 85.2 万辆，同比下降 14.1%。</p><p>第一季度，乘用车零售销量总计 422.6 万辆，较去年同期下降 17.4%。</p><p>中汽协指出，尽管 2026 年第一季度中国 GDP 同比增长 5%，但汽车零售销量同比下滑 9.1%。</p><p>中汽协表示，温和的宏观经济复苏并未立即转化为大宗消费的强劲反弹，且油价上涨持续给内燃机（ICE）车辆市场带来压力。</p><p>4 月第一周，汽车市场的销售节奏受到清明节假期的显著影响，日均零售销量回落至约 2.5 万辆。</p><p>随着第二周日均零售销量稳步回升至 3.8 万辆，同比和环比降幅收窄，市场情绪开始显现温和复苏迹象。</p><p>随着北京车展前密集发布和亮相新车型，第三、四周终端客流和销售订单出现显著反弹。</p><p>中汽协表示，中国汽车市场竞争焦点正在发生显著转变，从单纯的价格战进一步演变为基于产品实力的竞争。</p><p>中汽协指出，中国汽车市场目前正处于平稳过渡的关键阶段，正清晰地从政策驱动转向市场引导和产品驱动。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg"/></p><p>3 月中国新能源汽车市场份额：比亚迪以 22.8% 居首，特斯拉排名第 4，占比 6.6%</p><p>比亚迪 3 月在中国新能源汽车零售市场占据 22.8% 的份额，扩大了与吉利汽车的差距。</p>

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平安中证新能源汽车产业ETF

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<p>中国汽车工业协会（CPCA）预计，中国 4 月新能源汽车零售销量将上升至约 86 万辆，较 3 月略有增长。尽管汽车市场整体下滑，但新能源汽车渗透率预计首次突破 60%。乘用车零售销量预计为 142 万辆，环比下降约 13.8%。中汽协指出，虽然 2026 年第一季度 GDP 增长 5%，但汽车零售销量下降 9.1%，表明大宗消费复苏缓慢</p>

<blockquote>
<ul>
<li>China's April NEV retail penetration rate is expected to rise above 60% for the first time, with NEVs rebounding as the broader auto market continues to decline.</li>
<li>A mild macroeconomic recovery has not immediately translated into a strong rebound in big-ticket consumption.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>中国 4 月新能源汽车零售渗透率预计首次突破 60%，随着汽车市场整体继续下滑，新能源汽车迎来反弹。</li>
<li>温和的宏观经济复苏并未立即转化为大宗消费的强劲反弹。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683.jpg"/></p>
<p>(A BYD model on display at the Beijing Auto Show in April 2026. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(2026 年 4 月北京车展上展出的比亚迪车型。图片来源：CnEVPost)</p></div><p>The China Passenger Car Association (CPCA) expects China's April new energy vehicle (NEV) retail sales to edge up from March, with the penetration rate hitting a new high as internal combustion engine (ICE) vehicles continue to under-perform.</p>
<div class="lb-trans"><p>中国汽车工业协会（CPCA）预计，中国 4 月新能源汽车（NEV）零售销量将从 3 月微增，渗透率创下新高，而内燃机（ICE）车辆表现持续疲软。</p></div><p>Preliminary estimates show China's April NEV retail sales are expected to reach about 860,000 units, according to a CPCA report on Friday.</p>
<div class="lb-trans"><p>根据中汽协周五发布的报告，初步估算显示，中国 4 月新能源汽车零售销量预计将达到约 86 万辆。</p></div><p>The figure represents a slight increase from about 850,000 units in the previous month, but is lower than the 905,000 units recorded a year earlier.</p>
<div class="lb-trans"><p>该数字较上月约 85 万辆略有增加，但低于去年同期的 90.5 万辆。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google 新闻</p></div><p>China passenger NEV retail sales -- CPCA</p>
<div class="lb-trans"><p>中国乘用车新能源汽车零售销量——中汽协</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>*Apr 2026 figure is CPCA estimate</p>
<div class="lb-trans"><p>*2026 年 4 月数据为中汽协估算值</p></div><p>Source: CPCA© CnEVPost</p>
<div class="lb-trans"><p>来源：中汽协© CnEVPost</p></div><p>Total passenger car retail sales for April are estimated at about 1.42 million units, representing a month-on-month decline of roughly 13.8%.</p>
<div class="lb-trans"><p>4 月乘用车零售销量估计约为 142 万辆，环比下降约 13.8%。</p></div><p>This implies that the market penetration rate of passenger NEVs will reach a record level of about 60.6% in April, surpassing the 60% mark on a monthly basis for the first time.</p>
<div class="lb-trans"><p>这意味着 4 月乘用车新能源汽车的市场渗透率将达到约 60.6% 的历史高位，月度首次突破 60% 关口。</p></div><p>In March, China's passenger car retail sales stood at about 1.65 million units, down 15.0% year-on-year.</p>
<div class="lb-trans"><p>3 月，中国乘用车零售销量约为 165 万辆，同比下降 15.0%。</p></div><p>Passenger NEV retail sales in March also faced downward pressure, coming in at 852,000 units, which represented a 14.1% year-on-year drop.</p>
<div class="lb-trans"><p>3 月乘用车新能源汽车零售销量也面临下行压力，为 85.2 万辆，同比下降 14.1%。</p></div><p>For the entire first quarter, passenger car retail sales totaled 4.226 million units, experiencing a 17.4% decline from a year earlier.</p>
<div class="lb-trans"><p>第一季度，乘用车零售销量总计 422.6 万辆，较去年同期下降 17.4%。</p></div><p>Although China's GDP posted a 5% year-on-year growth in the first quarter of 2026, auto retail sales showed a 9.1% year-on-year decline, the CPCA noted.</p>
<div class="lb-trans"><p>中汽协指出，尽管 2026 年第一季度中国 GDP 同比增长 5%，但汽车零售销量同比下滑 9.1%。</p></div><p>The mild macroeconomic recovery has not immediately translated into a robust rebound in big-ticket consumption, and upward pressure on oil prices has kept the ICE vehicle market under continuous strain, the CPCA said.</p>
<div class="lb-trans"><p>中汽协表示，温和的宏观经济复苏并未立即转化为大宗消费的强劲反弹，且油价上涨持续给内燃机（ICE）车辆市场带来压力。</p></div><p>The auto market's sales pace in the first week of April was significantly impacted by the Tomb-Sweeping Day holiday, with average daily retail sales falling back to about 25,000 units.</p>
<div class="lb-trans"><p>4 月第一周，汽车市场的销售节奏受到清明节假期的显著影响，日均零售销量回落至约 2.5 万辆。</p></div><p>As average daily retail sales steadily recovered to 38,000 units in the second week, with both year-on-year and month-on-month declines narrowing, market sentiment began to show a mild recovery.</p>
<div class="lb-trans"><p>随着第二周日均零售销量稳步回升至 3.8 万辆，同比和环比降幅收窄，市场情绪开始显现温和复苏迹象。</p></div><p>With the intensive release and debut of new models ahead of the Beijing Auto Show, terminal foot traffic and sales orders saw a significant rebound in the third and fourth weeks.</p>
<div class="lb-trans"><p>随着北京车展前密集发布和亮相新车型，第三、四周终端客流和销售订单出现显著反弹。</p></div><p>The focus of competition in China's auto market is undergoing a significant shift, further evolving from simple price wars to competition based on product strength, the CPCA said.</p>
<div class="lb-trans"><p>中汽协表示，中国汽车市场竞争焦点正在发生显著转变，从单纯的价格战进一步演变为基于产品实力的竞争。</p></div><p>The overall Chinese auto market is currently at a critical stage of smooth transition, undergoing a clear shift from being policy-driven to being guided by the market and driven by products, the CPCA noted.</p>
<div class="lb-trans"><p>中汽协指出，中国汽车市场目前正处于平稳过渡的关键阶段，正清晰地从政策驱动转向市场引导和产品驱动。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041100254063-768x432.jpg"/></p>
<p>Automakers' share in China NEV market in Mar: BYD tops with 22.8%, Tesla 4th with 6.6%</p>
<div class="lb-trans"><p>3 月中国新能源汽车市场份额：比亚迪以 22.8% 居首，特斯拉排名第 4，占比 6.6%</p></div><p>BYD captured a 22.8% share of China's NEV retail market in March, expanding its lead over Geely.</p>
<div class="lb-trans"><p>比亚迪 3 月在中国新能源汽车零售市场占据 22.8% 的份额，扩大了与吉利汽车的差距。</p></div>

中汽协预计中国 4 月新能源汽车零售销量微增至 86 万辆