自主品牌强势领跑，中国汽车市占率再创新高
2025年上半年，中国汽车市场延续高增长趋势，在政策引导、技术革新与战略调整的多重推动下，自主品牌市占率突破68%。奇瑞、比亚迪、上汽、吉利、长安等头部自主品牌整体实现强劲增长，新能源车型与智能驾驶技术形成共振，推动结构优化与消费升级。
政策维度上，监管趋严促使行业回归技术本源，工业和信息化部强化对“内卷竞争”的整治，鼓励公平竞争与产品升级。技术层面，AI大模型赋能L3级自动驾驶，车机系统、续航里程及充电效率成为竞速焦点。
与此同时，全球化布局加速，自主车企由出口向本地建厂转型：奇瑞欧洲基地与比亚迪泰国工厂相继投产，海外销量快速增长，国际影响力持续扩大。直播营销、品牌整合、零部件重组等多元化举措也助推企业效能提升。
在“智能化+全球化”的双轮驱动下，中国汽车产业正由“制造大国”迈向“智造强国”，新一轮结构重构与市场重塑正在展开。
In H1 2025, China’s auto market maintained strong growth momentum, driven by policy support, technological innovation, and strategic realignment. Domestic brands captured over 68% of market share, with leading players such as Chery, BYD, SAIC, Geely, and Changan posting robust sales growth. The synergy between NEVs and intelligent driving technologies continued to accelerate structural optimization and consumption upgrades.
On the policy front, stricter regulations are pushing the industry back to its technological roots. The Ministry of Industry and Information Technology has stepped up efforts to curb excessive price competition, encouraging fair market practices and product innovation. Technologically, large-scale AI models are empowering the rollout of L3 autonomous driving, while vehicle operating systems, range performance, and charging efficiency have become key areas of competition.
At the same time, global expansion is accelerating. Chinese automakers are shifting from pure exports to localized production: Chery’s European base and BYD’s Thailand plant have both started operations, driving rapid growth in overseas sales and enhancing international influence. Initiatives such as livestream marketing, brand consolidation, and component business restructuring are also improving overall enterprise efficiency.
Driven by the dual engines of “intelligent transformation” and “global expansion,” China’s auto industry is evolving from a manufacturing powerhouse to a smart mobility leader. A new wave of structural reshaping and market reconfiguration is well underway.