2025年7月份皮卡市场销售4.1万辆，同比增长2%，环比下降15%，处于 近5年的中位水平。2025年1-7月份皮卡市场销售34.8万辆，同比增长11% 。 

2025 年二季度，我国汽车行业相关政策主要有五个方面：一是国家等有关部门系统部署汽车芯片标准化工作，推动汽车芯片产业健康发展；二是生态环境部等 9 部门联手优化机动车排放监管，有效减少机动车污染物排放；三是工信部等五部门推动 2025 年新能源车下乡，新能源汽车下乡进入政策加码、生态协同的新阶段；四是工信部划定智能辅助驾驶安全底线，安全国标即将出台；五是工信部推动建立高效便利安全的汽车数据跨境流动机制，为产业发展营造良好环境。

Global Semi-Trailer Market Size and Share Analysis - Growth Trends and Forecasts (2024 - 2029)

The global car manufacturing industry faces intense rivalry due to the presence of numerous well established players such as Toyota, Stellantis, Volkswagen, and BYD. The leading players in this. The industry’s capital-intensive nature and high exit costs further compel firms to remain competitive. Although there is some level of product differentiation in branding and technology, many models offer similar features, which heightens substitutability among competing brands.

汽车行业：Robotaxi有望重塑出行方式，潜在市场星辰大海－Robotaxi专题报告

轮胎行业：原料价格持续弱势，短期供需均存走高预期