在政策、技术进步以及海外市场多重因素的共同驱动下，2025年中国新能源汽车产业迎来全面爆发，产销量、市场渗透率及出口规模等核心指标全线飘红，自主品牌成为推动市场增长的绝对主力。
Driven by a combination of policy support, technological advancement, and overseas market expansion, China’s new energy vehicle (NEV) industry has surged in 2025, with production, sales, market penetration, and exports all reaching record highs. Domestic brands have emerged as the primary engine of growth.
中国汽车工业协会数据显示，2025年我国汽车产量和销量分别达到3123.1万辆和3112.7万辆，同比分别增长11.9%和11.4%，行业整体保持稳健扩张态势。
According to the China Association of Automobile Manufacturers (CAAM), China’s total vehicle production and sales reached 31.231 million and 31.127 million units respectively in 2025, representing year-on-year growth of 11.9% and 11.4%.
新能源汽车依然是行业最核心的增长引擎。前11个月，新能源汽车产销量同比增幅均超过30%，销量占汽车总销量的比例攀升至47.5%，距离50%的关键拐点仅一步之遥。
NEVs remained the key growth driver of the industry. In the first 11 months, both production and sales of NEVs grew by over 30% year-on-year, with their share of total vehicle sales rising to 47.5%, approaching the critical 50% threshold.
根据橙联分会数据，自今年3月起，新能源汽车在国内乘用车市场的零售渗透率已突破50%。11月，这一比例进一步提升至59.3%，较去年同期提高约7个百分点。
Data from the Orange Alliance Branch shows that since March this year, NEVs have accounted for more than 50% of retail sales in China’s passenger vehicle market. By November, penetration climbed further to 59.3%, up roughly 7 percentage points year-on-year.
初步测算显示，12月国内狭义乘用车零售规模预计约230万辆，其中新能源汽车销量有望达到138万辆，市场渗透率或将首次突破60%。自主品牌已成为新能源市场的绝对主导力量。
Preliminary estimates suggest that China’s narrow passenger vehicle retail market will reach approximately 2.3 million units in December, with NEV sales expected to hit around 1.38 million units. Market penetration may exceed 60% for the first time, underscoring the dominance of domestic brands.
今年以来，自主品牌新能源汽车零售渗透率始终保持在50%以上，11月更是高达79.6%，远高于豪华品牌的32.9%和主流合资品牌的6.8%。
Throughout 2025, domestic brands have maintained NEV retail penetration above 50%, reaching 79.6% in November—significantly higher than luxury brands at 32.9% and mainstream joint ventures at just 6.8%.
在传统自主车企阵营中，头部企业继续领跑。比亚迪全年累计销量达418.2万辆，同比增长11.3%，稳居新能源销量榜首。
Among traditional domestic automakers, leading players continued to outperform. BYD recorded cumulative sales of 4.182 million vehicles, up 11.3% year-on-year, firmly holding the top position in NEV sales.
吉利新能源成为吉利汽车销量增长的最大亮点，累计销量达153.4万辆，同比增速高达97.35%，几乎实现翻倍增长。
Geely’s NEV segment emerged as the company’s biggest growth highlight, with cumulative sales reaching 1.534 million units, representing a remarkable 97.35% year-on-year increase.
与此同时，上汽、长安、奇瑞、东风旗下自主品牌以及长城汽车在新能源赛道保持高速增长，带动集团整体新能源销量同比增幅普遍超过30%。
Meanwhile, SAIC, Changan, Chery, Dongfeng’s self-owned brands, and Great Wall Motor all sustained rapid growth in the NEV segment, driving overall group NEV sales up by more than 30% year-on-year.
2025年，造车新势力竞争进一步白热化。零跑汽车以53.6万辆的交付成绩成为年度“新势力销冠”，同比增长高达113.42%。
Competition among new EV startups intensified in 2025. Leapmotor emerged as the annual delivery champion, delivering 536,000 vehicles—up 113.42% year-on-year.
10月和11月，零跑汽车连续两个月单月交付量突破7万辆，不断刷新新势力月度交付纪录。问界品牌带动赛力斯累计销量达41.1万辆，鸿蒙智行用时43个月实现累计销量突破100万辆。
In October and November, Leapmotor exceeded 70,000 monthly deliveries for two consecutive months, setting new records among EV startups. The AITO brand helped Seres reach cumulative sales of 411,000 units, while Harmony Intelligent Mobility surpassed 1 million units in just 43 months.
小米汽车持续发力，全年累计销量约35万辆，顺利完成年度目标。进入12月，国内汽车市场进入政策集中退出后的调整期。
Xiaomi Auto continued its momentum, achieving annual sales of approximately 350,000 units and meeting its yearly target. As December arrived, China’s auto market entered an adjustment phase following the withdrawal of several incentive policies.
为应对政策切换带来的不确定性，超过20个新能源汽车品牌在12月推出“购置税兜底”政策，即消费者在2025年12月31日前订车但未能及时交付的，由企业承担新增购置税成本。
To mitigate uncertainty caused by policy transitions, more than 20 NEV brands introduced purchase tax guarantee programs in December, promising to cover any additional purchase tax if vehicles ordered before December 31, 2025 are delivered later.
海外市场同样成为新能源汽车渗透率持续提升的重要支撑。数据显示，我国新能源汽车出口量达231.5万辆，同比增长一倍，占汽车总出口量的三分之一以上。
Overseas markets also played a crucial role in boosting NEV penetration. China’s NEV exports reached 2.315 million units, doubling year-on-year and accounting for more than one-third of total vehicle exports.
其中，新能源乘用车出口223.8万辆，同比增长一倍；新能源商用车出口7.7万辆，同比增长1.2倍，出口结构持续优化。
Of this total, NEV passenger vehicle exports reached 2.238 million units, doubling year-on-year, while NEV commercial vehicle exports grew 1.2 times to 77,000 units, reflecting an improving export mix.
业内人士认为，中国新能源汽车产业已由“以内需为主”转向“国内国际双循环”发展阶段。随着头部车企加速海外本土化布局，出口正向高端化、多元化演进。
Industry analysts believe China’s NEV sector has transitioned from a domestically driven model to a dual-circulation model integrating both domestic and global markets. As leading automakers expand localized overseas operations, exports are moving toward higher-end and more diversified segments.
与此同时，国内市场竞争逐步回归理性，车企开始淡化价格战，转而通过技术创新和产品力提升争夺市场份额。
Meanwhile, competition in the domestic market is becoming more rational, with automakers shifting away from price wars and focusing instead on technological innovation and product differentiation.
行业预计，国内汽车市场将进入“高销量、低增速”阶段。到2026年，全国汽车销量预计微增2%，新能源汽车（含出口）销量有望达到2000万辆，国内渗透率约57%。
The industry expects China’s auto market to enter a phase of high volume but low growth. By 2026, total vehicle sales may grow by around 2%, while NEV sales, including exports, could reach 20 million units with domestic penetration of approximately 57%.
展望2030年，我国新能源汽车保有量有望超过1.2亿辆，占汽车总保有量的30%。新能源，正在从“选择题”变为“必选项”。
Looking ahead to 2030, China’s NEV ownership is expected to exceed 120 million units, accounting for 30% of total vehicles on the road. NEVs are rapidly shifting from an alternative option to an inevitable choice.
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