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中國乘聯會:3月新能源車市場零售量按年跌14.4% 料本月中高端市場競爭加劇
中國乘用車市場信息聯席會公布數據顯示,3月全國乘用車市場零售164.8萬輛,按年下降15.0%,按月增長59.4%。今年首季累計零售422.6萬輛,按年下降17.4%。2026年首季總體乘用車市場表現稍好於預期,主由內地零售下降屬於財稅政策適應期與春節前後市場恢復期疊加的影響。3月新能源乘用車生產達到112.3萬輛,按年下降3.8%,按月增長74.3%。今年...
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中國乘聯會:3月新能源車市場零售量按年跌14.4% 料本月中高端市場競爭加劇
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中國乘用車市場信息聯席會公布數據顯示,3月全國乘用車市場零售164.8萬輛,按年下降15.0%,按月增長59.4%。今年首季累計零售422.6萬輛,按年下降17.4%。2026年首季總體乘用車市場表現稍好於預期,主由內地零售下降屬於財稅政策適應期與春節前後市場恢復期疊加的影響。3月新能源乘用車生產達到112.3萬輛,按年下降3.8%,按月增長74.3%。今年首季累計新能源乘用車生產達到270.8萬輛,按年下降7.6%。

數據顯示,3月新能源乘用車市場零售84.8萬輛,按年下降14.4%,按月增長82.6%。今年首季新能源乘用車市場零售190.8萬輛,按年下降21.1%。3月新能源乘用車廠商出口34.9萬輛,按年增長139.9%,按月增長29.6%。今年首季新能源乘用車廠商出口90.8萬輛,按年增長123.7%。

展望4月全國乘用車市場,乘聯會表示,今年4月有21個工作日,相對2025年4月份的22個工作日少一日,預計車市產銷延續前期狀態緩慢回升。由於自主車企在內地市場新能源銷量佔比超過70%,因此出口新能源車會進一步加速,車市分化進一步加劇。

同時,隨著「五一」高速免費私車出遊熱潮,北京車展的車市關注度上升和新車提早發布,4月車市消費升級購車潮仍會有較好走勢。隨著新能源車持續高增長,中高端細分市場的競爭日益加劇,而經濟型電動車市場萎縮劇烈,中高端賽道更加擁擠,車市結構性增長難抵總量增長壓力。(ta/w)

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