<blockquote>
<ul>
<li>4 月 1 日至 4 月 12 日期間，中國新能源汽車零售滲透率達到 59.5%。</li>
<li>4 月 1 日至 12 日，中國乘用車零售銷量為 37.7 萬輛，同比下降 20%。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041509542614.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/2026/04/2026041509542614.jpg"/></p><p>(2025 年 4 月上海車展展出的日產 N7。圖片來源：CnEVPost)</p><p>隨着淡季持續，4 月 1 日至 12 日中國新能源汽車零售銷量同比出現下滑。</p><p>乘聯會週三公佈的數據顯示，4 月 1 日至 12 日，中國乘用車新能源零售銷量總計 22.4 萬輛，同比下降 11%，但較上月同期增長 7%。</p><p>在此期間，新能源汽車零售滲透率達到 59.5%，表明儘管整體市場低迷，電動化轉型仍在加速推進。</p><p>在 Telegram 或 Google News 上關注我們</p><p>年初至今，中國乘用車新能源汽車零售銷量累計為 213.2 萬輛，同比下降 20%。</p><p>4 月 1 日至 12 日，中國乘用車新能源汽車批發出貨量為 19.9 萬輛，同比下降 29%，較上月同期下降 15%。</p><p>年初至今，中國乘用車新能源汽車批發出貨量累計達 292.7 萬輛，同比下降 7%。</p><p>批發出貨量表現弱於零售銷量，表明車企正主動放緩新能源汽車生產節奏，以緩解經銷商的庫存壓力。</p><p>4 月 1 日至 12 日，中國乘用車零售銷量為 37.7 萬輛，同比下降 20%，較上月同期下降 12%。</p><p>乘聯會表示，4 月第一週受清明節假期影響，有效銷售天數減少；同時，第一季度的季度末推動效應減緩了月初的交易節奏。</p><p>4 月 1 日至 6 日（第一週），中國乘用車日均零售銷量為 24,594 輛，同比下降 30%，較上月同期下降 20%。該數據較此前公佈的 24,755 輛略有下調。</p><p>4 月 7 日至 12 日（第二週），中國乘用車日均零售銷量為 38,159 輛，同比下降 13%，較上月同期下降 5%。</p><p>由於 4 月下旬即將舉行的北京車展，消費者的觀望情緒進一步加劇。乘聯會指出，近期密集的新技術發佈活動使潛在買家更傾向於等待新車型上市。</p><p>4 月 1 日至 12 日，中國乘用車批發出貨量為 37.4 萬輛，較去年同期下降 29%，較上月同期下降 21%。</p><p>4 月 1 日至 6 日，中國乘用車日均批發出貨量為 25,392 輛，同比下降 28%，較上月同期下降 17%。該數據較此前公佈的 25,459 輛略有下調。</p><p>4 月 7 日至 12 日，中國乘用車日均批發出貨量為 37,016 輛，同比下降 29%，較上月同期下降 24%。</p><p>年初至今，中國乘用車批發出貨量累計達 624 萬輛，較去年同期下降 8%。</p><p>乘聯會表示，當前批發出貨量的疲軟是需求低迷下的被動適應，也是車企理性選擇控制產銷節奏的結果。</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 月中國新能源汽車市場份額：比亞迪以 22.8% 居首，特斯拉排名第四，佔比 6.6%</p><p>3 月份，比亞迪在中國新能源汽車零售市場的份額為 22.8%，進一步擴大了對吉利的領先優勢。</p>

國泰中證新能源汽車ETF

華夏中證新能源汽車ETF

自動駕駛和電動汽車 ETF - GlobalX

3 倍做多汽車行業 ETN - MAX

<p>4 月 1 日至 12 日，中國新能源汽車零售銷量同比下降 11%，達到 22.4 萬輛；同期乘用車總銷量同比下降 20% 至 37.7 萬輛。儘管出現下滑，但新能源汽車零售滲透率仍達 59.5%。今年累計，新能源汽車零售銷量同比下降 20%，為 213.2 萬輛。批發出貨量也同比下降 29% 至 19.9 萬輛，表明車企正在減產以管理庫存。市場放緩歸因於季節性因素以及北京車展前的消費者觀望情緒</p>

<blockquote>
<ul>
<li>China's NEV retail penetration rate reached 59.5% between April 1 and April 12.</li>
<li>Overall passenger vehicle retail sales in China stood at 377,000 units during April 1-12, down 20% year-on-year.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>4 月 1 日至 4 月 12 日期間，中國新能源汽車零售滲透率達到 59.5%。</li>
<li>4 月 1 日至 12 日，中國乘用車零售銷量為 37.7 萬輛，同比下降 20%。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041509542614.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041509542614.jpg"/></p>
<p>(A Nissan N7 on display at the Shanghai Auto Show in April 2025. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>(2025 年 4 月上海車展展出的日產 N7。圖片來源：CnEVPost)</p></div><p>Retail sales of new energy vehicles (NEVs) in China declined in the first 12 days of April compared to the same period last year, as the slow season persists.</p>
<div class="lb-trans"><p>隨着淡季持續，4 月 1 日至 12 日中國新能源汽車零售銷量同比出現下滑。</p></div><p>Passenger NEV retail sales in China totaled 224,000 units between April 1 and April 12, dropping 11% year-on-year but rising 7% from the same period last month, data released Wednesday by the China Passenger Car Association (CPCA) showed.</p>
<div class="lb-trans"><p>乘聯會週三公佈的數據顯示，4 月 1 日至 12 日，中國乘用車新能源零售銷量總計 22.4 萬輛，同比下降 11%，但較上月同期增長 7%。</p></div><p>During this period, the retail penetration rate of NEVs reached 59.5%, indicating that the transition to electrification continues to accelerate despite an overall market downturn.</p>
<div class="lb-trans"><p>在此期間，新能源汽車零售滲透率達到 59.5%，表明儘管整體市場低迷，電動化轉型仍在加速推進。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>在 Telegram 或 Google News 上關注我們</p></div><p>Year-to-date, cumulative retail sales of passenger NEVs in China stood at 2.132 million units, down 20% year-on-year.</p>
<div class="lb-trans"><p>年初至今，中國乘用車新能源汽車零售銷量累計為 213.2 萬輛，同比下降 20%。</p></div><p>Wholesale shipments of passenger NEVs in China were 199,000 units during April 1-12, falling 29% from a year earlier and 15% from the same period last month.</p>
<div class="lb-trans"><p>4 月 1 日至 12 日，中國乘用車新能源汽車批發出貨量為 19.9 萬輛，同比下降 29%，較上月同期下降 15%。</p></div><p>Year-to-date, cumulative wholesale shipments of passenger NEVs in China reached 2.927 million units, down 7% year-on-year.</p>
<div class="lb-trans"><p>年初至今，中國乘用車新能源汽車批發出貨量累計達 292.7 萬輛，同比下降 7%。</p></div><p>The underperformance of wholesale shipments compared to retail sales suggests that automakers are proactively scaling back their NEV production pace to ease inventory pressure on dealers.</p>
<div class="lb-trans"><p>批發出貨量表現弱於零售銷量，表明車企正主動放緩新能源汽車生產節奏，以緩解經銷商的庫存壓力。</p></div><p>Overall passenger vehicle retail sales in China were 377,000 units during April 1-12, down 20% year-on-year and 12% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 1 日至 12 日，中國乘用車零售銷量為 37.7 萬輛，同比下降 20%，較上月同期下降 12%。</p></div><p>The first week of April was affected by the Qingming Festival holiday, resulting in fewer effective sales days, while the end-of-quarter push in the first quarter of slowed down the transaction pace at the beginning of the month, the CPCA said.</p>
<div class="lb-trans"><p>乘聯會表示，4 月第一週受清明節假期影響，有效銷售天數減少；同時，第一季度的季度末推動效應減緩了月初的交易節奏。</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 down 20% from the same period in March. The figure was slightly revised down from the previously reported 24,755 units.</p>
<div class="lb-trans"><p>4 月 1 日至 6 日（第一週），中國乘用車日均零售銷量為 24,594 輛，同比下降 30%，較上月同期下降 20%。該數據較此前公佈的 24,755 輛略有下調。</p></div><p>In the second week of April, April 7-12, average daily retail sales of passenger vehicles in China were 38,159 units, down 13% year-on-year and 5% from the same period in March.</p>
<div class="lb-trans"><p>4 月 7 日至 12 日（第二週），中國乘用車日均零售銷量為 38,159 輛，同比下降 13%，較上月同期下降 5%。</p></div><p>Consumers' wait-and-see sentiment has intensified due to the upcoming Beijing Auto Show in late April. A recent flurry of new technology launch events has made potential buyers more inclined to wait for new models to hit the market, according to the CPCA.</p>
<div class="lb-trans"><p>由於 4 月下旬即將舉行的北京車展，消費者的觀望情緒進一步加劇。乘聯會指出，近期密集的新技術發佈活動使潛在買家更傾向於等待新車型上市。</p></div><p>Between April 1 and April 12, wholesale shipments of all passenger vehicles in China were 374,000 units, down 29% compared to the same period last year and 21% lower than the same period last month.</p>
<div class="lb-trans"><p>4 月 1 日至 12 日，中國乘用車批發出貨量為 37.4 萬輛，較去年同期下降 29%，較上月同期下降 21%。</p></div><p>During April 1-6, average daily wholesale shipments of passenger vehicles in China were 25,392 units, down 28% year-on-year and 17% from the same period last month. This figure was slightly revised down from the previously reported 25,459 units.</p>
<div class="lb-trans"><p>4 月 1 日至 6 日，中國乘用車日均批發出貨量為 25,392 輛，同比下降 28%，較上月同期下降 17%。該數據較此前公佈的 25,459 輛略有下調。</p></div><p>During April 7-12, average daily wholesale shipments of passenger vehicles in China were 37,016 units, down 29% year-on-year and 24% from the same period last month.</p>
<div class="lb-trans"><p>4 月 7 日至 12 日，中國乘用車日均批發出貨量為 37,016 輛，同比下降 29%，較上月同期下降 24%。</p></div><p>Year-to-date, wholesale shipments of passenger vehicles in China totaled 6.24 million units, down 8% compared to the same period last year.</p>
<div class="lb-trans"><p>年初至今，中國乘用車批發出貨量累計達 624 萬輛，較去年同期下降 8%。</p></div><p>The CPCA said that the current weakness in wholesale shipments is a passive adaptation to sluggish demand, as well as a rational choice by automakers to control the pace of production and sales.</p>
<div class="lb-trans"><p>乘聯會表示，當前批發出貨量的疲軟是需求低迷下的被動適應，也是車企理性選擇控制產銷節奏的結果。</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 月中國新能源汽車市場份額：比亞迪以 22.8% 居首，特斯拉排名第四，佔比 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>3 月份，比亞迪在中國新能源汽車零售市場的份額為 22.8%，進一步擴大了對吉利的領先優勢。</p></div>

4 月前 12 天中國新能源汽車零售銷量同比下降 11%