中国车市9月零售年减28% 出口年增73.7%

中国乘用车市场出现分化态势。9月乘用车零售量为161.8万辆，同比下滑28%，这是连续第12个月下滑，降幅创今年最大1。与此形成对比的是出口的强劲表现，9月乘用车出口达91.7万辆，同比增长73.7%，已成为车企增长的核心动力1。

在驱动力结构上，新能源车引领销售结构调整。新能源乘用车零售渗透率创历史新高，达到67%1，但增速已有所放缓。相比之下，传统燃油车零售大幅萎缩，9月常规燃油车零售量为53万辆，同比下降43%1。新能源车的出口势头更为强劲，9月新能源乘用车出口55.8万辆，同比增长163.5%1。从累计数据看，1至9月乘用车累计零售1333.4万辆，同比下降21.7%1，而出口已占乘用车厂商销量的36%1。

China's automotive market faced significant headwinds in September, with passenger vehicle retail sales dropping to 1.618 million units, representing a year-over-year decline of 28 percent and marking the steepest contraction this year 1. This downturn extends an ongoing slump, with the market experiencing consecutive monthly declines for 12 consecutive months 1.

The domestic weakness contrasts sharply with robust export performance, which has become the primary growth driver for Chinese automakers 1. Passenger vehicle exports reached 917,000 units in September, surging 73.7 percent year-over-year 1. New energy vehicle exports proved particularly strong, with 558,000 units exported and a 163.5 percent year-over-year increase 1. Exports now account for 36 percent of passenger vehicle manufacturers' total sales 1.

The composition of domestic sales reflects a fundamental shift in the market. New energy vehicles achieved a record 67 percent penetration rate among retail sales, though growth momentum is decelerating 1. In contrast, conventional gasoline vehicles experienced a sharp 43 percent year-over-year decline, with retail sales of 530,000 units 1. Through the first nine months of 2026, cumulative passenger vehicle retail sales reached 13.334 million units, down 21.7 percent year-over-year 1.