<blockquote>
<ul>
<li>在此期间，新能源车零售渗透率达到 61.2%，而传统燃油车表现更差。</li>
<li>整体汽车市场需求仍承压，消费者在 4 月下旬北京车展前保持强烈的观望态度。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042912065047.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/2026/04/2026042912065047.jpg"/></p><p>（2026 年 4 月北京车展上展出的路特斯 For Me。图片来源：CnEVPost）</p><p>4 月前 26 天，中国新能源乘用车零售销量较去年同期有所下降，主要原因是消费者在一场大型车展前保持强烈的观望情绪。</p><p>乘联会周三发布的数据显示，4 月 1 日至 4 月 26 日，中国新能源乘用车零售销量总计 61.4 万辆，同比下降 11%，较上月同期下降 6%。</p><p>在此期间，新能源车零售渗透率达到 61.2%。这表明，在汽车市场整体疲软的背景下，新能源车的表现相对优于传统燃油车。</p><p>加入我们的 Telegram 或 Google News</p><p>今年以来，中国新能源乘用车累计零售销量为 252.3 万辆，同比下降 19%。</p><p>在更广泛的市场中，4 月 1 日至 4 月 26 日，中国整体乘用车零售销量总计 100.4 万辆。该数字同比下降 24%，较上月同期下降 19%。</p><p>截至 4 月 26 日，今年全国乘用车累计零售销量为 522.6 万辆，同比下降 19%。</p><p>4 月第一周（4 月 1 日至 6 日），中国乘用车日均零售销量为 24,594 辆，同比下降 30%，较 3 月同期下降 20%。</p><p>第二周（4 月 7 日至 12 日），日均零售销量为 38,159 辆，同比下降 13%，较 3 月同期下降 5%。</p><p>第三周（4 月 13 日至 19 日），日均零售销量为 35,742 辆，同比下降 33%，较上月同期下降 27%。</p><p>第四周（4 月 20 日至 26 日），日均零售销量为 53,948 辆，同比下降 21%，较上月同期下降 21%。</p><p>4 月 1 日至 4 月 26 日，中国新能源乘用车批发销量为 71.2 万辆，同比下降 11%，较上月同期下降 13%。</p><p>4 月 1 日至 26 日期间，全国乘用车总批发量为 126.8 万辆，同比下降 15%，较上月同期下降 24%。</p><p>4 月 1 日至 6 日，中国乘用车日均批发量为 25,392 辆，同比下降 28%，较上月同期下降 17%。</p><p>4 月 7 日至 12 日，日均批发量为 37,016 辆，同比下降 29%，较上月同期下降 24%。</p><p>4 月 13 日至 19 日，日均批发量为 54,456 辆，同比下降 7%，较上月同期下降 10%。</p><p>4 月 20 日至 26 日，日均批发量为 73,214 辆，同比下降 7%，较上月同期下降 33%。</p><p>今年以来，中国乘用车累计批发量为 713.4 万辆，同比下降 8%。</p><p>乘联会表示，批发销量的走弱是对零售销售低迷的被动调整，也是车企为防止经销商库存进一步积压而主动减少供应的举措。</p><p>4 月初销售节奏放缓，主要是由于清明节假期导致有效销售天数减少。</p><p>乘联会称，产品和技术的加速迭代显著促使消费者推迟购买决策。4 月下旬北京车展多款新车型的集中发布，进一步加剧了市场的观望情绪。</p><p>此外，经销商渠道问题已成为当前汽车分销领域面临的最大挑战。乘联会表示，连续两个季度的同比下滑使得经销商难以盈利，继续给行业带来运营压力。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683-768x432.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/2026/04/2026042706445683-768x432.jpg"/></p><p>乘联会预计，中国 4 月新能源车零售销量将小幅升至 86 万辆</p><p>预计中国 4 月新能源车零售渗透率将首次突破 60%，在整体汽车市场持续下滑的背景下，新能源车实现反弹。</p>

建信国证新能源车电池ETF

华夏中证港股通汽车产业主题ETF

电动车&未来交通指数 ETF - KraneShares

国泰中证800汽车与零部件ETF

自动驾驶和电动汽车 ETF - GlobalX

华夏中证新能源汽车ETF

纳斯达克全球汽车指数 - First Trust

华宝智能电动汽车ETF

GX中国电车

<p>4 月 1 日至 26 日，中国新能源汽车（NEV）零售销量同比下降 11% 至 61.4 万辆，零售渗透率为 61.2%。整体乘用车销量也同比下降 24% 至 100.4 万辆。今年累计新能源车销量达 252.3 万辆，较去年同期下降 19%。销量下滑归因于北京车展前消费者的观望情绪以及经销商面临的持续挑战。乘联会预计，4 月新能源车销量将小幅增至 86 万辆，渗透率有望超过 60%</p>

<blockquote>
<ul>
<li>NEV retail penetration reached 61.2% during the period as traditional combustion-engine cars fared worse.</li>
<li>Broader auto market demand remains under pressure, with consumers maintaining a strong wait-and-see approach ahead of the Beijing Auto Show in late April.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>在此期间，新能源车零售渗透率达到 61.2%，而传统燃油车表现更差。</li>
<li>整体汽车市场需求仍承压，消费者在 4 月下旬北京车展前保持强烈的观望态度。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042912065047.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026042912065047.jpg"/></p>
<p>(A Lotus For Me 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路特斯 For Me。图片来源：CnEVPost）</p></div><p>Retail sales of passenger new energy vehicles (NEVs) in China declined in the first 26 days of April from a year earlier, largely as consumers maintained a strong wait-and-see sentiment ahead of a major auto show.</p>
<div class="lb-trans"><p>4 月前 26 天，中国新能源乘用车零售销量较去年同期有所下降，主要原因是消费者在一场大型车展前保持强烈的观望情绪。</p></div><p>Passenger NEV retail sales in China totaled 614,000 units from April 1 to April 26, down 11% year-on-year and 6% lower than the same period last month, data released by the China Passenger Car Association (CPCA) showed Wednesday.</p>
<div class="lb-trans"><p>乘联会周三发布的数据显示，4 月 1 日至 4 月 26 日，中国新能源乘用车零售销量总计 61.4 万辆，同比下降 11%，较上月同期下降 6%。</p></div><p>The retail penetration rate of NEVs reached 61.2% during the period. This indicates that NEVs fared relatively better than traditional combustion-engine vehicles amid broader weakness in the auto market.</p>
<div class="lb-trans"><p>在此期间，新能源车零售渗透率达到 61.2%。这表明，在汽车市场整体疲软的背景下，新能源车的表现相对优于传统燃油车。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>Cumulative retail sales of passenger NEVs in China so far this year stood at 2.523 million units, down 19% from a year earlier.</p>
<div class="lb-trans"><p>今年以来，中国新能源乘用车累计零售销量为 252.3 万辆，同比下降 19%。</p></div><p>In the broader market, overall passenger vehicle retail sales in China totaled 1.004 million units between April 1 and April 26. The figure dropped 24% year-on-year and fell 19% from the same period last month.</p>
<div class="lb-trans"><p>在更广泛的市场中，4 月 1 日至 4 月 26 日，中国整体乘用车零售销量总计 100.4 万辆。该数字同比下降 24%，较上月同期下降 19%。</p></div><p>As of April 26, cumulative retail sales of all passenger vehicles nationwide for the year stood at 5.226 million units, down 19% from a year earlier.</p>
<div class="lb-trans"><p>截至 4 月 26 日，今年全国乘用车累计零售销量为 522.6 万辆，同比下降 19%。</p></div><p>In the first week of April (April 1-6), average daily retail sales of passenger vehicles in China were 24,594 units, down 30% year-on-year and 20% lower than the same period in March.</p>
<div class="lb-trans"><p>4 月第一周（4 月 1 日至 6 日），中国乘用车日均零售销量为 24,594 辆，同比下降 30%，较 3 月同期下降 20%。</p></div><p>In the second week (April 7-12), average daily retail sales were 38,159 units, down 13% year-on-year and 5% lower than the same period in March.</p>
<div class="lb-trans"><p>第二周（4 月 7 日至 12 日），日均零售销量为 38,159 辆，同比下降 13%，较 3 月同期下降 5%。</p></div><p>In the third week (April 13-19), average daily retail sales stood at 35,742 units, down 33% from a year earlier and 27% lower than the same period last month.</p>
<div class="lb-trans"><p>第三周（4 月 13 日至 19 日），日均零售销量为 35,742 辆，同比下降 33%，较上月同期下降 27%。</p></div><p>In the fourth week (April 20-26), average daily retail sales were 53,948 units, down 21% from a year earlier and 21% lower than the same period last month.</p>
<div class="lb-trans"><p>第四周（4 月 20 日至 26 日），日均零售销量为 53,948 辆，同比下降 21%，较上月同期下降 21%。</p></div><p>Wholesale shipments of passenger NEVs in China from April 1 to April 26 were 712,000 units, down 11% from a year earlier and 13% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 1 日至 4 月 26 日，中国新能源乘用车批发销量为 71.2 万辆，同比下降 11%，较上月同期下降 13%。</p></div><p>During the April 1-26 period, total wholesales of all passenger vehicles nationwide amounted to 1.268 million units, down 15% year-on-year and 24% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 1 日至 26 日期间，全国乘用车总批发量为 126.8 万辆，同比下降 15%，较上月同期下降 24%。</p></div><p>From April 1 to 6, average daily wholesales of passenger vehicles in China were 25,392 units, down 28% year-on-year and 17% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 1 日至 6 日，中国乘用车日均批发量为 25,392 辆，同比下降 28%，较上月同期下降 17%。</p></div><p>From April 7 to 12, average daily wholesales were 37,016 units, down 29% year-on-year and 24% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 7 日至 12 日，日均批发量为 37,016 辆，同比下降 29%，较上月同期下降 24%。</p></div><p>From April 13 to 19, average daily wholesales were 54,456 units, down 7% year-on-year and 10% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 13 日至 19 日，日均批发量为 54,456 辆，同比下降 7%，较上月同期下降 10%。</p></div><p>From April 20 to 26, average daily wholesales were 73,214 units, down 7% year-on-year and 33% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 20 日至 26 日，日均批发量为 73,214 辆，同比下降 7%，较上月同期下降 33%。</p></div><p>Cumulative wholesales of passenger vehicles in China so far this year stood at 7.134 million units, down 8% from a year earlier.</p>
<div class="lb-trans"><p>今年以来，中国乘用车累计批发量为 713.4 万辆，同比下降 8%。</p></div><p>The weakening in wholesales is a passive adjustment to sluggish retail sales, as well as a proactive move by automakers to dial back supply to prevent further inventory buildup at dealerships, the CPCA said.</p>
<div class="lb-trans"><p>乘联会表示，批发销量的走弱是对零售销售低迷的被动调整，也是车企为防止经销商库存进一步积压而主动减少供应的举措。</p></div><p>The sales pace was muted in early April, primarily due to the Tomb-Sweeping Day holiday, which resulted in fewer effective selling days.</p>
<div class="lb-trans"><p>4 月初销售节奏放缓，主要是由于清明节假期导致有效销售天数减少。</p></div><p>Consumers' decisions to delay purchases were significantly driven by the accelerated iteration of products and technologies. The concentrated launch of multiple new models at the Beijing Auto Show in late April further exacerbated the market's wait-and-see sentiment, according to the CPCA.</p>
<div class="lb-trans"><p>乘联会称，产品和技术的加速迭代显著促使消费者推迟购买决策。4 月下旬北京车展多款新车型的集中发布，进一步加剧了市场的观望情绪。</p></div><p>Furthermore, dealership channel issues have emerged as the biggest challenge in the current auto distribution sector. Two consecutive quarters of year-on-year declines have made profitability difficult for dealers, continuing to mount operational pressure on the industry, the CPCA said.</p>
<div class="lb-trans"><p>此外，经销商渠道问题已成为当前汽车分销领域面临的最大挑战。乘联会表示，连续两个季度的同比下滑使得经销商难以盈利，继续给行业带来运营压力。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026042706445683-768x432.jpg"/></p>
<p>CPCA expects China's April NEV retail sales to edge up to 860,000 units</p>
<div class="lb-trans"><p>乘联会预计，中国 4 月新能源车零售销量将小幅升至 86 万辆</p></div><p>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.</p>
<div class="lb-trans"><p>预计中国 4 月新能源车零售渗透率将首次突破 60%，在整体汽车市场持续下滑的背景下，新能源车实现反弹。</p></div>

China NEV retail sales drop 11% to 614,000 units in April 1-26

CnEVPost

4月1日至26日中国新能源车零售销量下滑11%至61.4万辆