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乘联分会崔东树：电动化迭代与出海已成为乘用车市场长期增长的核心支撑

发布时间：2026-06-22 15:55:05浏览次数：次

<article><section data-type="rtext"><p>【环球网科技综合报道】6月22日消息，乘联分会秘书长崔东树发文称，“5月车市核心特征为燃油车内销崩塌、新能源强势主导、出口逆势增长。”</p><p><i class="pic-con"></p><p>他表示，国内车市下滑的核心诱因是燃油车在高油价冲击下的销量大幅萎缩，5月燃油车份额37%，但同比减量占乘用车总减量的82%，拖累大盘走势。高油价、消费转型等因素加速“油电替代”过程，本月新能源零售渗透率持续突破60%达到62.9%的历史高位。合资品牌电动化转型加速，5月新能源合资车型销量同比增51%，燃油车同比降41%。出口继续保持行业核心增长引擎，5月新能源出口占比54%创新高，但燃油车出口增46%的表现也很强，形成中国出海全面增长的超强世界表现。</p>
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            <p>崔东树认为，当前车市存量竞争特征凸显，行业内部分化持续加剧。新能源市场告别全域增长，呈现“高端电动车爆发、低端经济型车型承压”的两极分化态势，县乡市场、入门级车型下滑过大。同时“新车效应”短期化，对市场拉动效力大幅减弱。渠道端压力持续凸显，行业被动去库存节奏加快，经销商普遍亏损、经营风险攀升。整体而言，5月车市回暖仅为结构性修复，电动化迭代与海外出海已成为行业长期增长的核心支撑。（思瀚）</p></section><img src='/image/156350-0' alt='乘联分会崔东树：电动化迭代与出海已成为乘用车市场长期增长的核心支撑'> </div>
        
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