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野村:中国汽车市场再迎两位数同比增长,展望中期电动汽车市场存部分担忧
野村· 2025-07-15 09:58
China Auto/EV/Batteries EQUITY: AUTOS & AUTO PARTS Another double-digit y-y growth for China auto market Some concerns around EV market looking ahead into mid-term Solid growth in Jun for entire China auto market, while EV market development was subontimal The China auto market reported wholesale unit deliveries of 2.5mn (+14.5% y-yl +7.8% m- m). PV retail sales excluding minivans was 2.1mn units (+18.3% y-y and +7.6% m-m). Both wholesales and retails clocked double-digit y-y growth again, with OEMs pushing ...