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中国6月汽车销量下滑23%,出口成车企“救命稻草” China Auto Sales Slide Again as Exports Cushion Domestic Slump

中国6月汽车销量下滑23%,出口成车企“救命稻草” China Auto Sales Slide Again as Exports Cushion Domestic Slump GreenergyDaily
2026-07-08
22
导读:Retail sales of passenger vehicles dropped 23.2% year-on-year to 1.6 million units.

China Auto Sales Slide Again as Exports Cushion Domestic Slump

China's passenger-car market faced continued contraction in June, with newly released data highlighting a deepening divide between sluggish domestic demand and booming overseas sales.

中国乘用车市场持续萎缩,最新公布的数据显示出内需低迷与海外销售旺盛之间的分化日益加剧。

Retail sales of passenger vehicles dropped 23.2% year-on-year to 1.6 million units, according to data released Wednesday by China's Passenger Car Association. New-energy vehicle (NEV) sales, including plug-in hybrids and pure-electric vehicles, also declined 9% year-on-year.

7月8日,中国乘联分会的数据显示,6月乘用车零售同比下降23.2%至160万辆。新能源车(包含插电式混合动力汽车和纯电动汽车)销量也同比下降9%。

To offset the domestic slowdown, automakers turned increasingly to overseas markets. NEV exports surged more than 150% to 499,000 units. BYD saw total shipments rise 5.5% despite a 20% decline in domestic sales, as overseas deliveries nearly doubled from a year earlier.

为应对国内销量放缓,汽车制造商越来越多地转向海外市场。新能源车出口量激增超150%,达到49.9万辆。以比亚迪为例,尽管该公司国内销量下降20%,但总销量仍增长5.5%,因为其海外销量比上年同期几乎翻了一番。

Amid the broader slowdown in Chin's auto market, Tesla delivered one of the month's strongest performances. The U.S. automaker delivered 89,091 vehicles from its Shanghai plant in June, including 52,920 units sold in China. The result marked Tesla's best monthly total of the year and extended its year-on-year growth streak in the Chinese market to eight months.

在中国汽车市场整体放缓之际,特斯拉公司表现亮眼,成为当月表现最强劲的车企之一。该公司6月通过上海工厂交付了89091辆汽车,其中52920辆在中国市场销售。这一成绩创下特斯拉今年单月交付量新高,并使其在中国市场连续同比增长的势头延续至第八个月。

China's auto market is increasingly defined by intense competition in a mature, replacement-driven environment as the industry enters the second half of the year. Cui Dongshu, secretary-general of the association, warned that costs and profit margins remain under severe pressure, squeezed by soaring automotive-grade chip prices and speculative bidding for lithium carbonate.

中国汽车市场正日益呈现出成熟市场特征,在以换购需求为主导的环境下,市场竞争也愈发激烈。乘联分会秘书长崔东树警告称,受车规级芯片价格飙升以及碳酸锂市场炒作抬价影响,企业成本和利润空间持续承压。

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