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中文(ZH) 崔东树:近期新能源经销商的厂家和渠道库存面临市场零售低于预期

China's Auto Inventory Stable Amidst Low Market Optimism

The China Passenger Car Association (CPCA) reports that as of the end of May 2026, the national passenger vehicle inventory stood at 3.48 million units, a slight decrease from the previous month but an increase compared to May 2025. Manufacturer inventory levels are noted as being relatively high, at 30.3% of the total. Market optimism for June has fallen to 31%, a historically low point, largely attributed to the impact of high oil prices. AI

RANK_REASON This item is a commentary on market conditions and inventory levels, not a direct announcement of a new product, research, or significant industry event.

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Cui Dongshu: Recent NEV dealer manufacturers and channel inventory face market retail lower than expected

    36氪获悉,乘联分会秘书长崔东树发文表示,2026年5月月末全国乘用车行业库存348万辆,较上月下降6万辆,较2025年5月增3万辆,形成库存持续走平的趋势。其中厂家库存占比30.3%,相对偏高。2026年5月乐观度27%,6月初的5月月后满意度为26%,预期低但满意度更差,主要是高油价的冲击太大。团队对6月市场的乐观度降到31%,这是近期市场乐观度判断的历史偏低预测指数。