节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
根据中国汽车工业协会（CAAM）的数据，2025年中国新能源汽车（NEVs）的产销量分别为1662.6万辆和1649万辆，同比分别增长29.0%和28.2%。2025年新能源汽车销量占新车总销量的47.9%。
12月，中国新能源汽车产销量分别为171.8万辆和171ĸ..00%；仅12月单月，中国新能源汽车出口量就达30万辆，同比增长1.2倍，环比下降0.1%。
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