艾媒咨询 | 2026-2027年中国汽车行业发展及消费需求洞察报告

汽车行业作为我国制造业的核心支柱产业，深度嵌入居民日常出行消费与产业升级进程，同时也是新能源革命与智能网联产业生态中的关键载体。当前，行业正处于从规模驱动向高质量发展转型的关键期，发展逻辑由产销规模的扩张转向技术研发、品牌价值与用户体验的全面升级。从宏观环境来看，国家层面对消费端和产业端均给予了积极引导，汽车以旧换新与新能源汽车支持政策持续加力，为终端需求提供稳定支撑；“双碳”目标下的能耗管控与智能网联汽车标准体系日趋完善，推动行业向低碳化、智能化、合规化方向演进。经济层面，居民人均可支配收入稳步提高与消费结构持续优化，为中高端车型及新能源汽车的渗透率提升奠定了坚实购买力基础。社会层面，城镇化进程深入推进、出行场景日益多元以及年轻消费代际的崛起，共同重塑了出行需求形态，催生出对智能化、个性化、低碳化汽车产品的旺盛需求。技术层面，三电核心技术、高阶自动驾驶算法以及“车路云一体化”协同能力的快速迭代，使得汽车不再作为孤立的代步工具存在，而是逐步融入智慧出行生态系统，行业竞争焦点正从单品的性能参数比拼转移至系统性的智能出行解决方案能力。
全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026-2027年中国汽车行业发展及消费需求洞察报告》显示，截至2026年7月7日，中国现存汽车相关企业806.89万家。区域分布呈现明显集聚特征，广东坐拥超116万家汽车企业，占全国总量的14.4%，是核心产业承载地；浙江、山东紧随其后，相关企业分别约64万家、60万家。2017-2025年中国新能源汽车市场规模呈现前期平稳培育、后期爆发式扩容的发展态势，2024年达到18.4千亿元，2025年进一步增长至23.1千亿元。
消费者行为与需求特征方面，2026年中国消费者购买/计划购买车型中，SUV（运动型多用途汽车）占比最高，为37.85%，其次是中型轿车，占比28.30%，微型轿车（两厢车）占比16.43%；选购汽车产品时，最关注的三个因素分别是安全性、动力性能和智能化配置，占比分别为37.62%、35.07%和32.52%。中国汽车消费者认为所选汽车类型实现广泛应用需克服的前三个障碍分别是技术成熟度不够、后期维护成本高和续航/能耗问题未解决，占比分别为36.18%、35.85%和34.30%。艾媒咨询分析师认为，技术成熟度不够、后期维护成本高和续航/能耗问题未解决是消费者认为汽车广泛应用面临的三大主要障碍，占比均超过30%。这表明消费者对汽车技术成熟度、后期维护成本和续航/能耗问题较为关注，汽车厂商需在这些方面加大投入和改进，以提升消费者信心和接受度。
在重点企业布局与未来趋势层面，行业内代表性企业如福耀玻璃、比亚迪与拓普集团，各自依托差异化的产品策略与技术布局构筑竞争优势。福耀玻璃研发聚焦轻量化与智能网联玻璃，比亚迪以全产业链垂直整合与全品类新能源覆盖见长，拓普集团积极向机器人电驱执行器和热管理领域拓展。展望未来，中国汽车行业将沿着电动化深化、智能化升级、全球化拓展与场景生态融合四大主线演进。智能网联技术的成熟将推动产品从单一交通工具向多场景智能终端进化；海外建厂与本地化渠道布局则为中国品牌出海开辟新增长空间。在技术迭代、消费升级与全球化布局的多重作用下，行业长期发展空间依然广阔，技术驱动下的结构性增长机会值得期待。
As the core pillar of China's manufacturing sector, the automotive industry is deeply integrated into daily transportation consumption and industrial upgrading processes, serving as a key driver in both the new energy revolution and the intelligent connected vehicle ecosystem. Currently, the industry is undergoing a critical transition from scale-driven growth to high-quality development, shifting its focus from expanding production and sales volumes to comprehensive advancements in technological innovation, brand value, and user experience. At the macro level, national policies provide proactive guidance for both consumers and manufacturers; ongoing support measures for vehicle trade-ins and new energy vehicles ensure stable demand support. Under the dual-carbon goals, energy efficiency regulations and standardized frameworks for smart connected vehicles are continuously improving, propelling the industry toward low-carbon, intelligent, and compliant development. Economically, steadily rising disposable incomes and optimized consumption patterns have created strong purchasing power for mid-to-high-end models and new energy vehicles. Socially, accelerated urbanization, diversified mobility scenarios, and the rise of younger consumer demographics are reshaping travel demands, fostering robust demand for intelligent, personalized, and eco-friendly vehicles. Technologically, rapid advancements in core battery systems, advanced autonomous driving algorithms, and integrated vehicle-road-cloud coordination capabilities have transformed cars from standalone transportation tools into integral components of smart mobility ecosystems. Industry competition is now shifting from competing on individual product specifications to evaluating comprehensive smart mobility solution capabilities.
The latest "2026-2027 China Automotive Industry Development and Consumer Demand Insights Report" released by iiMedia Research, a globally leading third-party data mining and analysis institution for new economy industries, shows that as of July 7, 2026, there were 8.0689 million automotive-related enterprises in China. The regional distribution exhibits distinct clustering characteristics: Guangdong hosts over 1.16 million automotive enterprises, accounting for 14.4% of the national total, making it the core industrial hub; Zhejiang and Shandong follow closely with approximately 640,000 and 600,000 related enterprises, respectively. From 2017 to 2025, the scale of China's new energy vehicle market demonstrated a development trend characterized by stable cultivation in the early stage followed by explosive expansion, reaching 184 billion yuan in 2024 and further growing to 231 billion yuan in 2025.
In terms of consumer behavior and demand characteristics, SUVs (Sport Utility Vehicles) accounted for the highest proportion at 37.85% among Chinese consumers' purchased or planned vehicle models in 2026, followed by mid-size sedans at 28.30% and compact cars (hatchbacks) at 16.43%. When selecting automotive products, the three most critical factors were safety, power performance, and intelligent features, with respective proportions of 37.62%, 35.07%, and 32.52%. Chinese car consumers identified three major obstacles to widespread adoption of their chosen vehicle types: insufficient technological maturity, high maintenance costs, and unresolved range/energy consumption issues, accounting for 36.18%, 35.85%, and 34.30%, respectively. Analysts from iiMedia Research concluded that inadequate technological maturity, high maintenance costs, and unresolved range/energy consumption challenges represent the three primary barriers to automotive adoption, each exceeding 30% representation. This indicates significant consumer concern regarding technological maturity, maintenance costs, and range/energy efficiency, underscoring the need for automakers to increase investment and improvements in these areas to enhance consumer confidence and acceptance.
In terms of key enterprise deployment and future trends, representative companies in the industry such as Fuyao Glass, BYD, and the Top Group have each established competitive advantages through differentiated product strategies and technological layouts. Fuyao Glass focuses its R&D on lightweight and smart connected glass; BYD excels in vertical integration across the entire industrial chain and comprehensive coverage of all new energy vehicle categories; while the Top Group actively expands into the fields of robotic electric actuators and thermal management. Looking ahead, China's automotive industry will evolve along four major themes: deepening electrification, intelligent upgrading, global expansion, and integration with scenario-based ecosystems. The maturation of smart connectivity technologies will drive products to evolve from standalone vehicles into multi-scenario intelligent terminals; overseas factory construction and localized distribution networks will create new growth opportunities for Chinese brands expanding globally. Under the combined influence of technological iteration, consumption upgrades, and global strategic planning, the industry still boasts vast long-term development potential, with technology-driven structural growth opportunities warranting significant anticipation.

艾媒咨询 | 2026-2027年中国商用车产业研究及标杆企业分析报告

商用车行业涵盖设计、制造和销售用于商业运输的车辆，包括货车、卡车、客车及专用车辆。行业关键特征为高资本投入、运营周期长、受宏观经济政策与物流需求强烈影响，并趋向电动化、智能化和低碳化转型。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2026-2027年中国商用车产业研究及标杆企业分析报告》数据显示，整体尚未形成多点支撑的产业集群，而是以少数超级企业带动区域优势，东部沿海与中部内陆的资本差距明显。
艾媒咨询分析师认为，头部企业市值集中度极高，比亚迪以万亿级市值遥遥领先，形成明显断层，反映出新能源与智能驾驶技术对估值的主导作用。行业仍处于电动化转型初期，龙头企业凭借技术整合抢占先机，但竞争格局尚未稳固，后续新能源渗透率提升将重塑市场。
The commercial vehicle industry encompasses the design, manufacturing, and sale of vehicles used for commercial transportation, including trucks, buses, and specialized vehicles. Key characteristics of the industry include high capital investment, long operational cycles, significant susceptibility to macroeconomic policies and logistics demands, and a trend toward electrification, intelligence, and low-carbon transformation. According to data from the latest "2026–2027 China Commercial Vehicle Industry Research and Benchmark Enterprise Analysis Report" released by iiMedia Research, a globally leading third-party data mining and analysis firm specializing in new economy sectors, the industry has not yet formed a multi-point supported industrial cluster but rather relies on a few super enterprises to drive regional advantages, with notable capital disparities between the eastern coastal regions and the central inland areas.
Analysts at iiMedia Research believe that the market capitalization concentration among leading enterprises is extremely high, with BYD far ahead at a trillion-yuan level, creating a clear gap that reflects the dominant role of new energy and intelligent driving technologies in valuation. The industry remains in the early stages of electrification transformation, where leading companies have seized opportunities through technological integration, but the competitive landscape has not yet stabilized. Subsequent increases in new energy penetration rates will reshape the market.

艾媒咨询 | 2025年中国新能源汽车行业发展状况与消费行为调查数据

在全球汽车产业加速向电动化转型的浪潮中，中国新能源汽车行业凭借政策、技术和产业链等优势在全球市场中占据重要地位。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国新能源汽车行业发展状况与消费行为调查数据》显示，2024年中国新能源汽车市场规模为18.4千亿元，同比增长60.00%，2025年有望达到23.1千亿元。此外，2024年中国锂电池产业规模已达到17500亿元，2029年预计达到50372亿元。这表明中国新能源汽车市场已进入规模化、高速增长的新阶段。在锂电池等核心产业链的有力支撑下，中国新能源汽车行业不仅实现了量的突破，更在技术创新和成本控制上构筑起全球竞争优势。
中国消费者在选购新能源汽车时，最大续航里程与汽车安全性并列首要考量因素，均占36.55%；价格（36.44%）紧随其后，反映出用户对实用性能和用车成本的双重重视。在中国消费者认为最具发展前景的新能源汽车类型中，混合动力车以43.88%的认可度居首，显示出市场对成熟、实用型技术路线的青睐；纯电动与氢燃料车则各占39.39%，呈现出多元技术路线并进的消费期待。这些趋势表明，中国新能源汽车市场正步入更加理性、务实的发展阶段。消费者对技术路径的多元选择，预示着未来竞争格局尚未定型；而“续航+安全+价格”成为核心决策因素，则推动行业进入以真实需求为导向的“价值竞争”深水区，驱动全产业链持续优化技术与成本结构。
艾媒咨询分析师认为，未来中国新能源汽车行业将沿着“深化”与“拓展”两大主线演进。在技术层面，电动化将与智能化深度耦合，自动驾驶和智能座舱成为核心竞争领域；动力路线将呈现多元化，混动、纯电、氢燃料电池将在各自适用场景并行发展。市场竞争将从“量”的扩张转向“质”的较量，驱动产业链向高端化、全球化升级。
Amid the global automotive industry's accelerating shift towards electrification, China's new energy vehicle (NEV) sector has established a significant position in the global market, leveraging advantages in policy, technology, and the industrial chain. According to the latest "2025 China New Energy Vehicle Industry Development Status and Consumer Behavior Survey Data" released by iiMedia Research, a leading third-party data mining and analysis agency for the new economy, the scale of China's NEV market reached 1.84 trillion yuan in 2024, marking a year-on-year growth of 60.00%, and is expected to reach 2.31 trillion yuan in 2025. Additionally, the scale of China's lithium battery industry has reached 1.75 trillion yuan in 2024 and is projected to reach 5.0372 trillion yuan in 2029. These figures indicate that China's NEV market has entered a new stage of large-scale and rapid growth. Supported by the robust core industrial chain such as lithium batteries, China's NEV industry has not only achieved a quantitative breakthrough but also established a global competitive edge in technological innovation and cost control.
When choosing NEVs, Chinese consumers prioritize maximum driving range and vehicle safety equally, each accounting for 36.55%, followed by price at 36.44%, reflecting their dual emphasis on practical performance and cost of use. Among the types of NEVs that Chinese consumers consider to have the greatest development potential, hybrid vehicles lead with a recognition rate of 43.88%, indicating the market's preference for mature and practical technological routes; pure electric and hydrogen fuel vehicles each account for 39.39%, demonstrating a consumer expectation for the concurrent development of multiple technological routes. These trends suggest that China's NEV market is entering a more rational and pragmatic development phase. The diverse choices of technological paths by consumers imply that the future competitive landscape remains fluid; the fact that "range + safety + price" are the core decision-making factors drives the industry into a "value competition" deep water zone oriented by real demand, pushing the entire industrial chain to continuously optimize its technology and cost structure.
Analysts from iiMedia Research believe that China's NEV industry will evolve along two main lines in the future: "deepening" and "expansion". Technologically, electrification will be deeply integrated with intelligence, with autonomous driving and intelligent cabins becoming core competitive areas; power routes will diversify, with hybrid, pure electric, and hydrogen fuel cells developing in parallel in their respective applicable scenarios. Market competition will shift from "quantity" expansion to "quality" competition, driving the industrial chain towards high-end and global upgrading.

2025-2030年中国汽车车灯产业深度调研与产业布局研究报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《2025-2030年中国汽车车灯产业深度调研与产业布局研究报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。

艾媒咨询 | 2025年中国汽车消费市场调研与消费行为调查数据

近年来，在“双碳”目标持续推进、智能科技加速迭代与居民消费需求不断升级的时代背景下，中国汽车消费市场正经历前所未有的深刻变革与蓬勃发展。根据全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国汽车消费市场调研与消费行为调查数据》数据显示，2024年中国民用汽车拥有量为35268.00万辆。未来，随着经济持续发展、交通基础设施不断完善以及汽车智能化、电动化的推进，民用汽车拥有量有望继续增加。在2025年中国汽车消费者购车行为中，51.36%的消费者表示为首次购车，37.19%的消费者表示为旧车置换新车。这表明中国汽车消费市场仍然存在大量潜在消费者，市场潜力依旧巨大。在购买/计划购买汽车动力系统类型中，44.04%的消费者选择电动，37.54%的消费者选择油电混合，说明在汽车市场消费者更倾向于选择更加环保节能的电动车和混动车。在汽车消费者购买/计划购买汽车预算中，40.85%的消费者预算为15-20万元，10-15万元的消费者占比也有25.62%。这说明大部分消费者在购买/计划购买汽车时选择的价位一般为中等价位或中低价位的汽车。艾媒咨询分析师认为，未来，中国汽车行业需聚焦技术创新与用户体验优化。车企应加大研发投入，提升新能源汽车续航、充电速度等关键性能，完善智能驾驶技术；同时，要优化销售与售后服务体系，满足消费者多元化需求，挖掘下沉市场潜力，推动汽车消费市场持续健康发展。
In recent years, against the backdrop of the continuous advancement of the dual carbon goals, the accelerated iteration of intelligent technologies, and the constant upgrading of residents' consumption demands, China's auto consumption market has been undergoing unprecedented profound changes and vigorous development. According to the latest "iiMedia Report | Research data on China's auto consumption market and consumer behavior survey in 2025" released by iiMedia Research, a world-leading third-party data mining and analysis institution for the new economy industry, the number of civilian vehicles in China will be 352.68 million in 2024. In the future, with the continuous economic development, the continuous improvement of transportation infrastructure, and the advancement of automotive intelligence and electrification, the number of civilian vehicles is expected to continue to increase. It indicates that the future prospects of the Chinese automotive market are broad. In the car purchase behavior of Chinese car consumers in 2025, 51.36% of the consumers indicated that it was their first car purchase, and 37.19% of the consumers indicated that they were trading in their old cars for new ones. This indicates that there are still a large number of potential consumers in China's auto consumption market, and the market potential remains huge.Among the types of automotive power systems purchased or planned to be purchased, 44.04% of consumers choose electric ones, and 37.54% of consumers choose hybrid ones. The above-mentioned survey indicates that in the automotive market, consumers are more inclined to choose electric vehicles and hybrid vehicles that are more environmentally friendly and energy-efficient. Among the budgets of car consumers for purchasing or planning to purchase a car, 40.85% of the consumers have a budget of 150,000 to 200,000 yuan, and the proportion of consumers with a budget of 100,000 to 150,000 yuan is also 25.62%. This indicates that the majority of consumers generally choose medium-priced or mid-to-low priced cars when purchasing or planning to purchase them.Analysts from iiMedia Research believe that in the future, China's automotive industry needs to focus on technological innovation and user experience optimization. Automakers should increase investment in research and development, enhance key performances such as the range and charging speed of new energy vehicles, and improve intelligent driving technologies. At the same time, it is necessary to optimize the sales and after-sales service system, meet the diversified demands of consumers, tap the potential of the lower-tier markets, and promote the sustained and healthy development of the automotive consumption market.

2025-2030年中国离合器产业深度调研与产业布局研究报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《2025-2030年中国离合器产业深度调研与产业布局研究报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。

南昌市新能源汽车产业研究及竞争优势分析报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《南昌市新能源汽车产业研究及竞争优势分析报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。

杭州市新能源汽车产业研究及竞争优势分析报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《杭州市新能源汽车产业研究及竞争优势分析报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。

艾媒咨询 | 2025年中国二手车行业市场消费行为调查数据

随着二手车产业数字化进程的持续升级，其价值链条不断延伸重构，立体化的发展格局正推动行业从传统价差模式向全周期汽车资产管理平台转型。根据全球新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年中国二手车行业市场消费行为调查数据》数据显示，49.08%的消费者选择购买二手车的主要原因是“价格较便宜”，反映出高性价比仍是驱动市场增长的核心要素。在消费偏好方面，消费者更倾向选择一年以内车龄的二手车，该区间占比达59.88%，其较新的技术配置与合理折旧率形成显著吸引力。消费者决策时最关注养护成本（44.40%），但在交易过程中普遍担忧“信息真实性”（39.31%）与“定价合理性”（47.95%）问题。当前二手车市场仍面临车况信息透明度不足、定价机制缺乏标准、售后服务保障体系薄弱等发展瓶颈。艾媒咨询分析师建议，行业需构建区块链车况溯源系统强化信任基础，建立AI估值模型提升定价科学性，并通过线上线下融合服务网络完善售后保障体系，同时针对新能源二手车特性开发定制化检测标准，以技术赋能推动行业规范化发展。
With the continuous upgrading of the digitalization process of the used car industry, its value chain continues to extend and restructure, and the three-dimensional development pattern is promoting the transformation of the industry from the traditional price spread model to the full-cycle automotive asset management platform. According to the latest "Market consumption behavior survey data of China's second-hand car industry in 2025" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, 49.08% of consumers choose to buy used cars mainly because of "cheaper prices". Reflecting that high cost performance is still the core factor driving market growth. In terms of consumption preference, consumers are more inclined to choose used cars less than one year old, which accounts for 59.88%, and its newer technical configuration and reasonable depreciation rate form a significant attraction. Consumers are most concerned about maintenance cost (44.40%), but they are generally concerned about "information authenticity" (39.31%) and "pricing rationality" (47.95%) during the transaction process. At present, the second-hand car market is still facing bottlenecks such as insufficient transparency of vehicle information, lack of standard pricing mechanism, and weak after-sales service guarantee system. iiMedia Research suggest that the industry needs to build a blockchain vehicle traceability system to strengthen the foundation of trust, establish an AI valuation model to enhance the scientific pricing, and improve the after-sales support system through the online and offline integration service network, while developing customized testing standards for the characteristics of new energy used cars, and promote the standardized development of the industry with technology enabling.

2025-2030年中国先进驾驶辅助系统（ADAS）产业创新与发展趋势研究报告

艾媒咨询研究院深入调研相关企业以及投资人士，结合国内外案例，依据艾媒北极星监测系统、草莓派用户调研中心的相关数据和预测模型，对行业的未来发展进行深度洞悉，推出了《2025-2030年中国先进驾驶辅助系统（ADAS）产业创新与发展趋势研究报告》。报告对行业区域发展、企业经营、行业竞争格局等进行了重点分析，最后分析了行业的发展趋势并提出投融资建议。本报告数据权威、详实、丰富，同时通过专业的分析预测模型，对行业核心发展指标进行科学地预测。