7月国内狭义乘用车零售约152万辆，环比下降5.1%[1]，新能源车渗透率已攀升至64.5%[1]。在这一市场格局下，自主品牌通过新能源产品和海外扩张持续抢占份额，而合资品牌的传统燃油车基本盘不断被侵蚀。
比亚迪继续领跑，7月销售41.92万辆，同比增长21.76%[1]。其中海外销量达17.98万辆，同比激增124.3%，占其总销量的42.8%[1]。其他自主品牌也展现强劲势头：上汽集团销量33.86万辆，同比增长0.32%，新能源车型销量17.67万辆同比增长50.67%[1]；奇瑞控股集团销售27.68万辆，出口20.25万辆占整体销量73%[1]；吉利汽车销量25.02万辆，新能源渗透率达64%，海外出口10.67万辆同比增长202%[1]；长安汽车销量20.71万辆，海外交付8.23万辆同比增长79.1%[1]；长城汽车销量10.8万辆，同比增长3.54%[1]。
自主品牌的增长动力主要来自两个方向：国内新能源市场的深化渗透，以及海外市场的快速扩张。与此同时，合资品牌在传统燃油车领域的颓势日趋明显，其电动化转型的滞后性进一步加剧了市场竞争压力[1]。
China's passenger vehicle market showed stark divergence in July, with domestic automakers capitalizing on new energy vehicle momentum while joint venture brands struggled with their traditional fuel car portfolios [1]. Narrowly defined passenger vehicle retail sales reached approximately 1.52 million units, declining 5.1% month-over-month, yet new energy vehicles captured an expanding 64.5% market penetration rate [1].
BYD emerged as the dominant force, delivering 419,200 vehicles in July with a year-over-year increase of 21.76% [1]. The company's international expansion accelerated sharply, with overseas sales reaching 179,800 units—a 124.3% surge compared to the prior year and representing 42.8% of total monthly output [1]. Other leading domestic manufacturers also demonstrated robust overseas performance: Chery Holding sold 276,800 vehicles with export volumes of 202,500 units accounting for 73% of total sales [1], while Geely achieved 250,200 units sold and exported 106,700 units representing a 202% year-over-year growth [1]. Changan Automotive delivered 207,100 vehicles with overseas shipments of 82,300 units up 79.1% annually [1].
Among established players, SAIC General Motors maintained growth with 338,600 vehicles sold, up 0.32% year-over-year, bolstered by new energy models that reached 176,700 units with 50.67% growth [1]. Great Wall Motor sold 108,000 units, expanding 3.54% compared to the same period last year [1]. The divergence reflected domestic brands' superior positioning in electrification and export markets, while joint venture partners faced continued erosion of their fuel vehicle market share [1].