出口总量保持扩张，淡季韧性凸显
Total exports maintain an expanding trend, with resilience prominently demonstrated during the off-season
2025 年 1-7 月，中国汽车出口总量稳定在 368 万辆水平，同比增长 12.8%，延续了近年来的增长态势。从单月数据来看，7 月出口量为 57.5 万辆，环比小幅下降 2.8%，同比则增长 22.6%。这一波动主要受两方面因素影响：一方面与汽车生产的周期性调整相关，另一方面因海外部分市场进入夏季假期，导致订单交付和运输节奏有所放缓。不过从同比数据来看，出口市场的整体扩张趋势并未改变。
From January to July 2025, China's total automobile exports reached a stable 3.68 million units, marking a 12.8% year-on-year increase and continuing the growth trend observed in recent years. In July alone, export volume stood at 575,000 units, with a slight month-on-month decrease of 2.8% but a significant year-on-year growth of 22.6%. This fluctuation was primarily influenced by two factors: cyclical adjustments in automotive production, and the slowdown in order deliveries and transportation processes due to summer holidays in some overseas markets. Nevertheless, as evidenced by the year-on-year data, the overall expansion trend in export markets remains unaltered.
能源结构加速迭代，新能源成增长核心
The energy mix is shifting rapidly, with renewables becoming the core driver of growth
出口结构的最大亮点在于新能源汽车的强势崛起，已成为驱动出口增长的绝对主力，传统燃油车则呈现下滑态势：
7 月新能源汽车出口 22.5 万辆，占当月总出口量的 39.1%，环比增长 10%，同比更是激增 1.2 倍；而传统燃料汽车出口环比下降 9.6%，同比下降 4.3%，两者形成鲜明对比；
1-7 月累计数据显示，新能源汽车出口 130.8 万辆，同比大幅增长 84.6%；传统燃油车出口量为 237.3 万辆，同比下降 7%。
What stands out in the export structure is the sharp rise of new energy vehicles (NEVs), which have become the primary engine of export growth, whereas traditional fuel-powered vehicles are on a downward trend：
In July, exports of new energy vehicles reached 225,000 units, accounting for 39.1% of total monthly exports—a 10% increase month-on-month and a striking 120% surge year-on-year. In sharp contrast, exports of traditional fuel-powered vehicles fell by 9.6% month-on-month and 4.3% year-on-year.
Cumulative figures from January to July show that new energy vehicle exports totaled 1.308 million units, reflecting a substantial year-on-year growth of 84.6%. Meanwhile, exports of traditional fuel-powered vehicles amounted to 2.373 million units, down 7% compared to the same period last year.
这种数据差异不仅体现了全球市场对新能源车型需求的持续升温，更反映出中国车企在新能源领域已建立起显著的竞争优势。从动力类型细分来看，纯电动车和插电式混合动力车型（PHEV）形成了 "双轮驱动" 的增长格局：1-7 月纯电动车出口 83.3 万辆，同比增长 50.2%；插电式混合动力车型出口 47.5 万辆，同比大增 2.1 倍，充分说明插混车型在部分海外市场的接受度正快速提升。值得关注的是，尽管新能源商用车的出口规模相对较小，但同比增长达到 2 倍，这一数据表明新能源化趋势正在从乘用车领域向商用车领域加速延伸。
This data disparity not only reflects the continuing growth in global demand for new energy vehicles, but also underscores the significant competitive advantage that Chinese automakers have established in the new energy sector. In terms of powertrain types, battery electric vehicles and plug-in hybrid electric vehicles have formed a "dual-drive" growth pattern: from January to July, BEV exports reached 833,000 units, a year-on-year increase of 50.2%, while PHEV exports totaled 475,000 units, surging 210% compared to the same period last year. This robust performance clearly demonstrates the rapidly growing acceptance of plug-in hybrid models in certain overseas markets. Notably, although the export volume of new energy commercial vehicles remains relatively small, it achieved a year-on-year growth rate of 200% — a figure that highlights how the new energy transition is accelerating and expanding from the passenger vehicle segment into the commercial vehicle sector.
车型结构分化明显，乘商协同增长
The vehicle mix shows pronounced variation, yet passenger and commercial vehicles maintained simultaneous expansion
在车型结构上，乘用车在整体出口中占据绝对主导地位：
1-7 月乘用车出口量达 310.3 万辆，同比增长 13.3%，占总出口量的 84.3%；7 月单月乘用车出口 49.9 万辆，环比仅微降 0.5%，同比增长 25.2%。这一稳健表现得益于中国自主品牌对海外市场产品组合的精准调整 —— 针对东南亚、南美等地区推出低成本燃油车，面向欧洲、中东等市场投放高配置新能源车型，从而有效满足不同区域的多样化需求。
In terms of vehicle structure, passenger vehicles hold an absolute dominance in overall exports:
From January to July, passenger vehicle exports reached 3.103 million units, a year-on-year increase of 13.3%, accounting for 84.3% of total exports. In July alone, passenger vehicle exports stood at 499,000 units, edging down just 0.5% month-on-month while climbing 25.2% compared to the same period last year. This steady performance can be attributed to Chinese automakers’ strategic adaptation of their product mix for overseas markets — introducing low-cost internal combustion engine models in regions such as Southeast Asia and South America, while supplying high-spec new energy vehicles to markets like Europe and the Middle East. This targeted approach has effectively addressed the diverse needs across different regions.
商用车方面，虽然总量不及乘用车，但保持了稳定的增长势头：
1-7 月商用车出口 57.7 万辆，同比增长 10.2%。其中货车出口 49.4 万辆，同比增长 9.7%；客车出口 8.3 万辆，同比增长 12.9%，各细分领域均实现正向增长，为出口市场提供了多元支撑。
In the commercial vehicle segment, although the total volume falls short of passenger vehicles, it has maintained steady growth momentum:
From January to July, commercial vehicle exports reached 577,000 units, a year-on-year increase of 10.2%. Among these, truck exports totaled 494,000 units, up 9.7% compared to the same period last year, while bus exports reached 83,000 units, growing 12.9% year-on-year. All segments achieved positive growth, contributing to a more diversified export market.
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