乘联分会：今年以来全国乘用车累计零售 1259.3 万辆，同比下降 21%

AI Digest

2023年1-9月全国乘用车零售1259.3万辆，同比降21%；新能源零售渗透率67.9%，批发渗透率73.9%，新能源车销量逆势增长。

China's passenger car retail sales dropped 21% YoY in Jan-Sept 2023, while new energy vehicles saw 67.9% retail penetration and 73.9% wholesale penetration, showing resilience.

Key points

• 1-9月乘用车零售同比降21%，新能源车销量降幅收窄 Passenger car retail sales fell 21% YoY in Jan-Sept 2023
• 新能源零售渗透率超67%，批发渗透率突破73% New energy vehicle retail penetration reached 67.9%
• 9月前20日批发销量同比增9%，零售降22% Wholesale sales grew 9% YoY in Sept's first 20 days
• 燃油车生产同比腰斩，混动/插混生产增长21% Fossil fuel production dropped 52% YoY, hybrid production rose 21%
• 新能源车批发销量同比增9%，零售降12% New energy wholesale sales grew 9% YoY, retail fell 12%

Takeaway: 新能源车支撑市场增长，传统燃油车面临结构性调整压力。 / New energy vehicles drive growth while traditional fuel vehicles face structural challenges.

Why it matters 数据揭示新能源转型加速，传统车企需加速电动化转型。