Mobility 汽车
China's vehicle sales, production, new-energy vehicles and exports, month by month. 中国汽车产销、新能源汽车与出口月度数据。
All Vehicles 全部汽车
Ministry of Industry and Information Technology 工业和信息化部, from the China Association of Automobile Manufacturers 中国汽车工业协会.
August 2026 2026年8月
Vehicle Sales 汽车销量
2.71m −5.1%
271.2万辆
Production 汽车产量
2.68m −4.7%
268.4万辆
NEV Sales 新能源汽车销量
1.64m +17.8%
164.3万辆
60.6% of sales 占销量
Exports 整车出口
1.01m +65.3%
101.0万辆
NEV Exports 新能源汽车出口
0.53m +134.6%
52.6万辆
Passenger Car Sales 乘用车销量
2.38m −6.2%
238.3万辆
Commercial Vehicle Sales 商用车销量
0.33m +3.8%
32.8万辆
January to August 2026 2026年1—8月
Vehicle Sales 汽车销量
20.32m −3.8%
2,031.5万辆
Production 汽车产量
20.25m −3.8%
2,025.5万辆
NEV Sales 新能源汽车销量
10.65m +10.7%
1,065.0万辆
52.4% of sales 占销量
Exports 整车出口
7.15m +66.7%
715.3万辆
NEV Exports 新能源汽车出口
3.44m +124.3%
343.5万辆
Passenger Car Sales 乘用车销量
17.37m −5.5%
1,737.3万辆
Commercial Vehicle Sales 商用车销量
2.94m +7.2%
294.2万辆
Vehicle Sales by Month, Millions 月度汽车销量（百万辆）
1.502.002.503.00
20172020202220242026
NEV Share of Sales, % 新能源汽车销量占比（%）
25.0030.0035.0040.0045.0050.0055.0060.00
20222023202420252026
Last 36 Months 近36个月
| Month 月份 | Sales 销量 | YoY 同比 | NEV Sales 新能源 | YoY 同比 | NEV Share 占比 | Exports 出口 | YoY 同比 | Production 产量 | YoY 同比 |
|---|---|---|---|---|---|---|---|---|---|
| Aug 2026 2026年8月 |
2.71m | −5.1% | 1.64m | +17.8% | 60.6% | 1.01m | +65.3% | 2.68m | −4.7% |
| Jul 2026 2026年7月 |
2.58m | −0.3% | 1.56m | +23.7% | 60.4% | 1.04m | +81.3% | 2.57m | −0.7% |
| Jun 2026 2026年6月 |
2.81m | −3.2% | 1.64m | +23.6% | 58.5% | 1.04m | +75.1% | 2.76m | −1.2% |
| May 2026 2026年5月 |
2.63m | −2.1% | 1.50m | +14.4% | 56.9% | 0.93m | +68.7% | 2.62m | −1.2% |
| Apr 2026 2026年4月 |
2.53m | −2.5% | 1.34m | +9.7% | 53.2% | 0.90m | +74.4% | 2.58m | −1.7% |
| Mar 2026 2026年3月 |
2.90m | −0.6% | 1.25m | +1.2% | 43.2% | 0.88m | +72.7% | 2.92m | −3.0% |
| Feb 2026 2026年2月 |
1.80m | −15.2% | 0.77m | −14.2% | 42.4% | 0.67m | +52.4% | 1.67m | −20.5% |
| Jan 2026 2026年1月 |
2.35m | −3.2% | 0.94m | +0.1% | 40.3% | 0.68m | +44.9% | 2.45m | +0.0% |
| Dec 2025 2025年12月 |
3.27m | −6.2% | 1.71m | +7.2% | 52.3% | 0.75m | +49.2% | 3.30m | −2.1% |
| Nov 2025 2025年11月 |
3.43m | +3.4% | 1.82m | +20.6% | 53.2% | 0.73m | +48.5% | 3.53m | +2.8% |
| Oct 2025 2025年10月 |
3.32m | +8.8% | 1.72m | +20.0% | 51.6% | 0.67m | +22.9% | 3.36m | +12.1% |
| Sep 2025 2025年9月 |
3.23m | +14.9% | 1.60m | +24.6% | 49.7% | 0.65m | +21.0% | 3.28m | +17.1% |
| Aug 2025 2025年8月 |
2.86m | +16.4% | 1.40m | +26.8% | 48.8% | 0.61m | +19.6% | 2.81m | +13.0% |
| Jul 2025 2025年7月 |
2.59m | +14.7% | 1.26m | +27.4% | 48.7% | 0.57m | +22.6% | 2.59m | +13.3% |
| Jun 2025 2025年6月 |
2.90m | +13.8% | 1.33m | +26.7% | 45.8% | 0.59m | +22.2% | 2.79m | +11.4% |
| May 2025 2025年5月 |
2.69m | +11.2% | 1.31m | +36.9% | 48.7% | 0.55m | +14.5% | 2.65m | +11.6% |
| Apr 2025 2025年4月 |
2.59m | +9.8% | 1.23m | +44.2% | 47.3% | 0.52m | +2.6% | 2.62m | +8.9% |
| Mar 2025 2025年3月 |
2.92m | +8.2% | 1.24m | +40.1% | 42.4% | 0.51m | +1.0% | 3.01m | +11.9% |
| Feb 2025 2025年2月 |
2.13m | +34.4% | 0.89m | +87.1% | 41.9% | 0.44m | +16.9% | 2.10m | +39.6% |
| Jan 2025 2025年1月 |
2.42m | −0.6% | 0.94m | +29.4% | 38.9% | 0.47m | +6.1% | 2.45m | +1.7% |
| Dec 2024 2024年12月 |
3.49m | +10.5% | 1.60m | +34.0% | 45.8% | 0.50m | +1.1% | 3.37m | +9.3% |
| Nov 2024 2024年11月 |
3.32m | +11.7% | 1.51m | +47.4% | 45.6% | 0.49m | +1.6% | 3.44m | +11.1% |
| Oct 2024 2024年10月 |
3.05m | +7.0% | 1.43m | +49.6% | 46.8% | 0.54m | +11.1% | 3.00m | +3.6% |
| Sep 2024 2024年9月 |
2.81m | −1.7% | 1.29m | +42.3% | 45.8% | 0.54m | +21.4% | 2.80m | −1.9% |
| Aug 2024 2024年8月 |
2.45m | −5.0% | 1.10m | +30.0% | 44.8% | 0.51m | +25.4% | 2.49m | −3.2% |
| Jul 2024 2024年7月 |
2.26m | −5.2% | 0.99m | +27.0% | 43.8% | 0.47m | +19.6% | 2.29m | −4.8% |
| Jun 2024 2024年6月 |
2.55m | −2.7% | 1.05m | +30.1% | 41.1% | 0.48m | +26.9% | 2.51m | −2.1% |
| May 2024 2024年5月 |
2.42m | +1.5% | 0.95m | +33.3% | 39.5% | 0.48m | +23.9% | 2.37m | +1.7% |
| Apr 2024 2024年4月 |
2.36m | +9.3% | 0.85m | +33.5% | 36.0% | 0.50m | +34.0% | 2.41m | +12.8% |
| Mar 2024 2024年3月 |
2.69m | +9.9% | 0.88m | +35.3% | 32.8% | 0.50m | +37.9% | 2.69m | +4.0% |
| Feb 2024 2024年2月 |
1.58m | −19.9% | 0.48m | −9.2% | 30.1% | 0.38m | +14.7% | 1.51m | −25.9% |
| Jan 2024 2024年1月 |
2.44m | +47.9% | 0.73m | +78.8% | 29.9% | 0.44m | +47.4% | 2.41m | +51.2% |
| Dec 2023 2023年12月 |
3.16m | +23.5% | 1.19m | +46.4% | 37.7% | 0.50m | +54.3% | 3.08m | +29.2% |
| Nov 2023 2023年11月 |
2.97m | +27.4% | 1.03m | +30.0% | 34.5% | 0.48m | +46.3% | 3.09m | +29.4% |
| Oct 2023 2023年10月 |
2.85m | +13.8% | 0.96m | +33.5% | 33.5% | 0.49m | +44.2% | 2.89m | +11.2% |
| Sep 2023 2023年9月 |
2.86m | +9.5% | 0.90m | +27.7% | 31.6% | 0.44m | +47.7% | 2.85m | +6.6% |
Millions of vehicles. 单位：百万辆。
Passenger Cars 乘用车
China Passenger Car Association 乘联分会.
August 2026 2026年8月
Retail Sales 零售
1.54m −23.6%
154.1万辆
65.2% NEV 新能源占比
Wholesale 批发
2.35m −5.3%
235.3万辆
Production 生产
2.35m −4.5%
234.8万辆
Exports 出口
0.89m +77.8%
88.8万辆
NEV Retail 新能源零售
1.00m −10.1%
100.5万辆
NEV Wholesale 新能源批发
1.51m +16.4%
151.0万辆
NEV Production 新能源生产
1.53m +19.2%
152.8万辆
NEV Exports 新能源出口
0.52m +154.7%
51.8万辆
Passenger Car Retail by Month, Millions 月度乘用车零售（百万辆）
1.251.501.752.002.252.50
20212022202320252026
NEV Share of Retail, % 新能源零售渗透率（%）
10.0020.0030.0040.0050.0060.00
20212022202320252026
Last 36 Months 近36个月
| Month 月份 | Retail 零售 | YoY 同比 | NEV Retail 新能源零售 | YoY 同比 | NEV Share 占比 | Wholesale 批发 | YoY 同比 | Exports 出口 | YoY 同比 |
|---|---|---|---|---|---|---|---|---|---|
| Aug 2026 2026年8月 |
1.54m | −23.6% | 1.00m | −10.1% | 65.2% | 2.35m | −5.3% | 0.89m | +77.8% |
| Jul 2026 2026年7月 |
1.46m | −20.9% | 0.95m | −3.9% | 65.1% | 2.25m | −0.2% | 0.92m | +87.8% |
| Jun 2026 2026年6月 |
1.60m | −23.2% | 1.01m | −9.4% | 62.8% | 2.36m | −5.7% | 0.88m | +82.3% |
| May 2026 2026年5月 |
1.51m | −22.1% | 0.95m | −7.5% | 62.9% | 2.21m | −4.6% | 0.78m | +75.1% |
| Apr 2026 2026年4月 |
1.38m | −21.5% | 0.85m | −6.8% | 61.4% | 2.11m | −4.0% | 0.77m | +80.7% |
| Mar 2026 2026年3月 |
1.65m | −15.0% | 0.85m | −14.4% | 51.5% | 2.38m | −1.6% | 0.69m | +74.3% |
| Feb 2026 2026年2月 |
1.03m | −25.4% | 0.46m | −32.0% | 44.9% | 1.52m | −14.3% | 0.56m | +56.0% |
| Jan 2026 2026年1月 |
1.54m | −13.9% | 0.60m | −20.0% | 38.6% | 1.97m | −6.2% | 0.58m | +52.0% |
| Dec 2025 2025年12月 |
2.26m | −14.0% | 1.34m | +2.6% | 59.1% | 2.79m | −9.0% | 0.59m | +46.2% |
| Nov 2025 2025年11月 |
2.23m | −8.1% | 1.32m | +4.2% | 59.3% | 3.00m | +2.3% | 0.60m | +52.4% |
| Oct 2025 2025年10月 |
2.24m | −0.8% | 1.28m | +7.3% | 57.2% | 2.93m | +7.6% | 0.57m | +27.7% |
| Sep 2025 2025年9月 |
2.24m | +6.3% | 1.30m | +15.5% | 57.8% | 2.80m | +12.4% | 0.53m | +20.7% |
| Aug 2025 2025年8月 |
2.00m | +4.6% | 1.10m | +7.5% | 55.2% | 2.46m | +14.5% | 0.50m | +20.2% |
| Jul 2025 2025年7月 |
1.83m | +6.3% | 0.99m | +12.0% | 54.0% | 2.22m | +13.0% | 0.47m | +25.0% |
| Jun 2025 2025年6月 |
2.08m | +18.1% | 1.11m | +29.7% | 53.3% | 2.49m | +15.1% | 0.48m | +23.8% |
| May 2025 2025年5月 |
1.93m | +13.3% | 1.02m | +28.2% | 52.9% | 2.31m | +12.8% | 0.45m | +13.5% |
| Apr 2025 2025年4月 |
1.75m | +14.5% | 0.91m | +33.9% | 51.5% | 2.19m | +10.7% | 0.42m | −2.0% |
| Mar 2025 2025年3月 |
1.94m | +14.4% | 0.99m | +38.0% | 51.1% | 2.41m | +8.9% | 0.39m | −8.0% |
| Feb 2025 2025年2月 |
1.39m | +26.0% | 0.69m | +79.7% | 49.5% | 1.77m | +33.8% | 0.35m | +11.0% |
| Jan 2025 2025年1月 |
1.79m | −12.1% | 0.74m | +10.5% | 41.5% | 2.10m | −0.3% | 0.38m | +3.0% |
| Dec 2024 2024年12月 |
2.63m | +12.0% | 1.30m | +37.5% | 49.4% | 3.08m | +12.3% | 0.40m | +6.0% |
| Nov 2024 2024年11月 |
2.42m | +16.5% | 1.27m | +50.5% | 52.3% | 2.94m | +15.3% | 0.40m | +5.0% |
| Oct 2024 2024年10月 |
2.26m | +11.3% | 1.20m | +56.7% | 52.9% | 2.73m | +11.5% | 0.44m | +13.0% |
| Sep 2024 2024年9月 |
2.11m | +4.5% | 1.12m | +50.9% | 53.3% | 2.50m | +2.1% | 0.43m | +22.0% |
| Aug 2024 2024年8月 |
1.91m | −1.0% | 1.03m | +43.2% | 53.9% | 2.15m | −3.9% | 0.41m | +24.0% |
| Jul 2024 2024年7月 |
1.72m | −2.8% | 0.88m | +36.9% | 51.1% | 1.97m | −4.9% | 0.38m | +20.0% |
| Jun 2024 2024年6月 |
1.77m | −6.7% | 0.86m | +28.6% | 48.4% | 2.17m | −3.0% | 0.38m | +28.0% |
| May 2024 2024年5月 |
1.71m | −1.9% | 0.80m | +38.5% | 47.0% | 2.03m | +1.2% | 0.38m | +23.0% |
| Apr 2024 2024年4月 |
1.53m | −5.7% | 0.67m | +28.3% | 43.7% | 1.95m | +9.8% | 0.42m | +38.0% |
| Jan 2024 2024年1月 |
2.04m | +57.4% | 0.67m | +101.8% | 32.8% | 2.09m | +44.4% | 0.35m | +51.0% |
| Dec 2023 2023年12月 |
2.35m | +8.5% | 0.94m | +47.3% | 40.2% | 2.71m | +22.0% | 0.39m | +49.0% |
| Nov 2023 2023年11月 |
2.08m | +26.0% | 0.84m | +39.8% | 40.4% | 2.55m | +25.3% | 0.38m | +50.0% |
| Oct 2023 2023年10月 |
2.03m | +10.2% | 0.77m | +37.5% | 37.8% | 2.44m | +11.3% | 0.39m | +49.0% |
| Sep 2023 2023年9月 |
2.02m | +5.0% | 0.75m | +22.1% | 36.9% | 2.45m | +6.6% | 0.36m | +50.0% |
| Aug 2023 2023年8月 |
1.92m | +2.5% | 0.72m | +34.5% | 37.3% | 2.24m | +6.5% | 0.33m | +31.0% |
| Jul 2023 2023年7月 |
1.77m | −2.3% | 0.64m | +31.9% | 36.1% | 2.06m | −3.2% | 0.31m | +63.0% |
Millions of vehicles. 单位：百万辆。
Commodity Insights 大宗商品 · Aurelian China A Consumer Discretionary 金源A股可选消费指数