> 数据图表怎样理解1.1. 整体：摩托车行业2025年1-8月销售数据更新2025-9-01.1. 整体：摩托车行业2025年1-8月销售数据更新u 根据中国摩托车商会数据：2025年1-8月：摩托车内销+出口合计1123.5万辆，yoy+17%；其中：内销298.9万辆，yoy-2%；出口824.6万辆，yoy+22%；排量＞250cc销量67.5万辆，yoy+36%；排量≤250cc销量1056.0万辆，yoy+13%。u 2025年8月：摩托车内销+出口合计144.1万辆，yoy+14%；其中：内销36.8万辆，yoy-9%；出口107.3万辆，yoy+21%；排量＞250cc销量8.4万辆，yoy+24%；排量≤250cc销量135.6万辆，yoy+11%。表：摩托车行业整体月度数据更新（万辆，%）2024M82024M92024M102024M112024M122025M12025M22025M32025M42025M52025M62025M72025M82025M1-M8摩托车内销+出口合计yoy＞250cc摩托车合计yoy≤250cc摩托车合计yoy摩托车内销yoy内销＞250cc摩托车合计yoy内销≤250cc摩托车合计yoy摩托车出口yoy出口＞250cc摩托车合计yoy出口≤250cc摩托车合计yoy129.18%6.844%122.38%40.3-8%4.0 48%36.3 -12%88.814%2.9 38%86.0 19%13924%7.753%131.324%41.7-2%3.8 15%37.9 -2%97.336%3.8 126%93.5 40%120.115%6.144%11416%37.11%2.8 1%34.2 2%83.119%3.3 123%79.8 24%125.818%5.542%120.420%35.56%2.4 5%33.1 5%90.321%3.0 99%87.3 28%13630%6.890%129.233%3819%2.1 59%36.0 17%9832%4.7 108%93.3 40%127.9102.95%5.953%1226%29.1-20%2.0 22%27.1 -21%98.713%3.9 76%94.8 18%40%5.8135%97.138%30.929%2.0 66%28.9 28%7241%3.7 202%68.3 43%144.723%8.868%135.917%40.8-1%4.6 46%36.3 -5%103.830%4.2 101%99.6 28%158.123%9.227%148.919%44.12%5.4 32%38.7 -1%114.128%3.9 23%110.2 28%148.614%10.131%138.510%39.6-8%5.1 15%34.5 -11%109.030%5.0 52%103.9 19%149.512%10.314%139.28%38.0-11%4.6-16%33.4-12%111.518%5.860%105.816%147.79%8.822%138.96%39.5-4%4.2-10%35.3-3%108.25%4.777%103.610%144.114%8.424%135.611%36.8-9%3.8-5%33.0-9%107.321%4.764%102.619%1123.517%67.536%1056.013%298.9-2%31.611%267.2-6%824.622%35.870%788.821%资料来源：中国摩托车商会，国海证券研究所请务必阅读报告附注中的风险提示和免责声明5国海证券综合其他
