中国汽车流通协会：2023年3月中国进口汽车市场月报

中国进口汽车市场情况(2023-3)中国汽车流通协会进口车工作委员会中国车辆进出口有限公司汇汇报人：王存时间：2023年5时间：2023年5月 海关进口量 3年海关进口量单位：万辆进口汽车进口量同比增长率93.0%142.3121.6117.1110.8109.1105.0110.8109.1105.0107.8100.34487.877.130.1%77.116.8%21.6%16.8%8.8%7.3%0.6%-6.5%-7.6%-8.8%-3.4%0.6%-6.5%-7.6%-8.8%-11.4%16.3-24.2%-27.4%-24.2%2010201120122013201420152016201720182019202020212022202399.793.90.0576.70.9%0.2%%0%-0.05%%-8.517.9-10.2%-0.1-10.7%-10.8%-0.15 进口汽车销量99.793.90.0576.70.9%0.2%%0%-0.05%%-8.517.9-10.2%-0.1-10.7%-10.8%-0.15 6个3年进口汽车销量单位：万辆进口汽车销量0.15126.313.6%12.126.313.6%113.1112.1111.2111.1113.1112.1111.2111.1112.80.198.98.8YTD201220132014201520162017201820192020202120222023YTD 进口汽车行业库存20.065.215.054.94.24.310.043.73.43.43.13.135.02.50.02201920.065.215.054.94.24.310.043.73.43.43.13.135.02.50.022019202020142015201620172018202120222023全行业库存*包含进口主机厂和经销商库存-5.01-10.00进销差-万辆库存水平-月YTD 进销差-万辆2014-2023年进口汽车行业库存趋势库存深度-月 海关进口汽车报关单价201520162017201820192020201520162017201820192020202120222023YTD 2015-2023年海关进口汽车报关单价走势单位：万元34.8631.7329.4727.4927.625.21 进口汽车品牌结构 2023年3月进口汽车品牌结构表品牌3月(辆)1-3月累计(辆)性质20222023同比20222023同比超豪华7697740.65%1.18%98920673.92%1.15%豪华5912958161-1.64%88.77%177541159262-10.30%88.98%非豪华5171658727.38%10.05%160271765110.13%9.86%-16.3%150001000050000-20.0%-40.0%124168222-35.6%55694094-48.7%3490-60.0%奔驰雷克萨斯宝马-16.3%150001000050000-20.0%-40.0%124168222-35.6%55694094-48.7%3490-60.0%奔驰雷克萨斯宝马保时捷奥迪路虎丰田沃尔沃MINI大众500002023年1-3月乘用车分品牌进口量与同比增速20222023YOY80.0%4500044500058.3%60.0%400003500030003500030000250002984932.9%298492708022.2%221812708022.2%2218117.7%12.3%%-2.8%%-2.8%1267420000 进口汽车车型结构 6.11%，轿车和MPV降幅分别为11.26%和7.03%。轿车中的小众车型表现分化，Sedan、hatchback车型同比降幅远大于整体市场，而Cabrio、Coupe则上浮118.45%和58.79%。2021-2023年3月进口汽车车型变化情况20222023YOY118.45%58.79%140%120%100%80%20222023YOY118.45%58.79%-11.26%-6.36%-11.26%-6.36%11.57%20.60%%20.60%44.53%CAR44.53%CARSedanSportbackHatchbackCoupe-60%Wagon3.0-4.02.5-3.02.0-2.51.5-2.0YTD1.0-1.50.0-1.0 进口汽车分排量结构3.0-4.02.5-3.02.0-2.51.5-2.0YTD1.0-1.50.0-1.0 L比2022年下滑7.5个百分点，但仍2011-2023年进口汽车分排量结构变化趋势6.46.4%5.8%6.7%8.0%9.1%9.8%8.1%26.4%26.9%30.0%31.4%34.5%33.5%32.0%29.6%27.3%23.8%27.7%31.2%7.2%8.7%17.8%44.9%46.8%46.2%44.5%49.4%47.7%36.1%34.6%21.7%4.3%4.2%6.7%41.6%40.2%21.9%37.5%32.9%30.4%13.7%11.2%14.1%14.9%16.9%16.8%13.3%10.1%18.7%8.4%6.4%3.3%2011201220132014201520162017201820192020202120222023 进口新能源汽车 动汽车均保持快速增长态势，同比增长分别达到92.3%和77.2%。插电混合车型中保时捷卡宴，雷克萨斯NX和吉普牧马人增量较大；纯电车型中保时捷Taycan，奔驰EQS，宝马i系增量贡献居前。2015-2023年进口新能源汽车趋势70000600005000040000279.1%60207191.1%370000600005000040000279.1%60207191.1%150%347503108885.53%3108885.53%275372753726.2%2066826.2%20668206831612820000116128200001000