汽车行业 | 7月传统淡季下新能源车市温和增长；预计8月环比改善

交银国际2025-08-13

7月进入乘用车消费淡季，交付量同比增速趋缓根据部分已公布的2025年7月车企交付数据，得益于以旧换新政策，7月新能源车市场依然维持同比增长态势，但由于新能源渗透率已经连续4个月维持在50%以上，且7月为乘用车销售的传统淡季，因此当月新能源车市场整体交付量同比增速有所放缓，环比下滑，其中 11 家车企销量同比+11.2%，环比-6.2%。比亚迪：7月乘用车销量341,030辆，同比微增，环比-...

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