点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 1、国家统计局: 2025 年新能源汽车产量同比增长 25.1%,带动锂离子动力电池增长 41.7% 2、中汽协:争取在 1-2 年研制一批整车、部件系统和关键零部件的高水平团体标准 3、上海"十五五"规划建议：以软硬协同、数智驱动推动智能网联新能源汽车加快发 展 4、辽宁省工业和信息化厅 2025年生态环境保护工作总结及 2026年工作计划 5、阜阳市发展改革委关于《市政府 2025年重点工作》第四季度落实情况 6、广州:2026年推动 100个亿元以上项目开工建设 7、理想汽车旗下驱动技术公司增资至 3 亿,增幅约 67% 8、我国电动汽车充电基础设施(枪)总数破 2000 万大关,建成全球最大电动汽车充 电网络 9、财政部:中小微企业贷款贴息政策重点支持新能源、汽车、工业机器人、医疗装备 等 14个重点产业链 10、2025年江海区新增公共充电桩 260 支 11、广西南宁:2025年全市建成新能源汽车公共充电桩 30199个 12、商务部:截至 2025年底,每售出 10 辆乘用车就有 6 辆是新能源车 13、四川能源监管办聚焦民生用电 创新 ...

点 击 蓝 字 关 注 我 们 本文全文共 2312 字，阅读全文约需 7 分钟 乘 势向上聚庐州， 联 合向新话未来。 日前，中国汽车流通协会乘用车市场信息联席分会2026年汽车市场研讨年会在合肥顺利召开。来自全国 汽车整车企业代表踊跃参会。 秘书处崔东树秘书长做了乘联分会2025年工作总结。在流通协会及会长单位的支持下，乘联分会作为行 业信息交流平台，围绕行业发展大局，以提升服务质量为核心，以推动行业创新为动力，不忘初心深耕会员服 务。乘联分会注重提升数据质量，积极为企业发声，拓展办会思路，提高会员满意度，并持续推进合规工作。 中国人民大学经济学院副院长于泽先生做了《"十五五"开局中宏观经济新机遇》的报告，他认为我国处 在新旧动能转换的过渡期，经济发展正在呈现诸多新机遇。2026年以内需为主导，建设强大国内市场作为首要 任务，汽车消费是国内消费的压舱石，预计全年经济增速在5%左右。 国家信息中心正高级经济师徐长明先生做了《汽车市场分析与合资自主关系研判》的报告，他认为由于 政策的促进作用，2025年汽车市场内需销量实现超过正常趋势值的增长，但行业整体效益不尽理想。下半年加 大治理内卷的力度，价格竞争所有好 ...

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0139期 2026年1月第4周) 目录 CONTENTS 政策法规 市场洞察 企业监测 工信部：六部门联手强化新能源汽车废旧 动力电池全链条监管 广东：发布广东省人工智能赋能交通运输 . 发展措施 我国动力电池回收政策体系日趋完善，行业规 范化进程加快 动力电池回收政策从"回收监管"走向"循环 . 经济与标准体系" 废旧动力电池回收进入"全生命周期监管"时 . ffe 动力电池回收落地建议 . 陕汽商用车：2026销量目标3.8万辆，到十五五末力争 突破5万辆，发布三款战略新品 瑞驰汽车：目标3年电动商用车研发投入20亿+，发布全 ● 景智慧旗舰轻卡瑞驰C9 江铃汽车：江铃蓝鲸和江铃E路达Max重载轻卡 双车上市 ● 东风华神：全新平台款东风华神HV3新能源轻 ● 换电式纯电动载货车上市 KEI广东省最新出台的《广东省人工智能赋能交通运输高质量发展若干政策措施》。政策聚焦智慧公路、轨道交通、港航、低空经济及智能网联汽JI 智能 车等八大场景,强化数据、算力、关键技术等基础支撑。 政策法规 工信部:六部门联手强化新能源汽车废旧动力电池全链 ...

Core Viewpoint - The article discusses the optimization and implementation of the personal consumption loan interest subsidy policy, aimed at boosting consumer spending and reducing credit costs for residents, with a focus on enhancing the accessibility and effectiveness of financial support for various consumption sectors [3][4][5]. Summary by Sections Support for Consumption Financial Innovation - The policy encourages financial institutions to innovate consumer credit products and collaborate with offline and online platforms to create new financial support scenarios for consumption [3]. Extension of Policy Duration - The implementation period for the personal consumption loan interest subsidy policy has been extended to December 31, 2026, with eligible consumption occurring from September 1, 2025, to the end of 2026 [3]. Expansion of Support Scope - Credit card installment payments are now included in the support scope, with an annual interest subsidy rate of 1% [4]. Expansion of Subsidy Fields - Restrictions on consumption fields have been lifted, allowing various types of consumer spending to qualify for interest subsidies, provided they meet authenticity and compliance checks [5]. Increase in Subsidy Standards - The previous limits on individual subsidy amounts have been removed, allowing for greater flexibility in the amount of interest subsidies that can be claimed [5]. Increase in Eligible Institutions - The policy now includes a wider range of financial institutions, such as city commercial banks and foreign banks, to enhance the coverage of the subsidy program [5]. Strengthening Financial Support - The subsidy funding will be allocated through a "pre-allocation + settlement" method, ensuring timely financial support to eligible institutions [6]. Enhanced Departmental Cooperation - The Ministry of Finance, the People's Bank of China, and the financial regulatory authority will share information on the implementation and execution of the personal consumption loan business [7]. Strengthening Supervision and Management - Provincial finance departments are tasked with simplifying the subsidy fund allocation process and ensuring compliance with the policy [7]. Strict Policy Execution - Financial institutions must enhance their internal processes to ensure compliance with the subsidy policy and accurately report on the execution of the policy [7]. Standardization of Information Reporting - Institutions are required to establish a reporting system to provide monthly updates on policy execution, including loan issuance and subsidy amounts [7]. Other Relevant Matters - The new policy will take effect from January 1, 2026, superseding previous regulations that are inconsistent with this notification [8].

Domestic News - The total number of motor vehicles in China reached 469 million, with 43.97 million being new energy vehicles [2] - Beijing's new energy vehicle ownership exceeded 1.3 million, with over 80% of vehicles meeting the "National V" emission standard [3] - FAW-Volkswagen plans to launch 13 new models in 2026, including 6 fuel vehicles and 7 new energy vehicles [4] - Ledao Auto aims to complete the investment of over 8,000 new battery packs within January, achieving a progress rate of 91.36% as of January 24 [5] - BAIC Blue Valley is investing 1.991 billion yuan to upgrade its Xiangjie Super Factory, with construction expected to start in March 2026 [6] - Chery has signed a strategic cooperation agreement with Yihaichuxing, delivering 5,000 new vehicles [7] - GAC Aion and Didi have partnered to deliver the Robotaxi R2, marking a significant step in autonomous vehicle commercialization [8] - CATL and Minyun Group have deepened their strategic cooperation to promote the electrification of public transportation [9] Foreign News - India and the EU have reached an agreement to significantly reduce automotive import tariffs, with tariffs on cars priced over €15,000 dropping from 110% to 40% immediately, and eventually to 10% [10] - The Philippines is projected to reach 491,395 vehicle sales in 2025, a 3.7% increase from 2024 [11] - The UAE is accelerating the commercialization of autonomous driving, with Abu Dhabi launching public autonomous operations and Dubai issuing its first autonomous driving test license [12] - Tesla has initiated a fully autonomous taxi service in Austin, Texas, without a safety driver present [13] Commercial Vehicles - Dongfeng Commercial Vehicle has launched the world's largest medium and heavy-duty commercial vehicle smart factory in Shiyan, Hubei [14] - CATL has released the first mass-produced sodium-ion battery for light commercial vehicles [15] - Yuchai has introduced the world's first flywheel range extender technology brand, marking a significant innovation in commercial power systems [16] - Henan Province has implemented 21 measures to support truck drivers, enhancing service quality and operational efficiency [17]

Core Viewpoint - The article provides an overview of new vehicle launches scheduled for January 2026, detailing specifications, pricing, and market segments for various manufacturers [2]. Group 1: Vehicle Launches - Jiangling Motors will launch the Ford Mustang on January 16, 2026, targeting the B SUV segment with a price range of 299,800 to 399,800 CNY [8]. - GAC Aion will introduce the Aion UT on January 17, 2026, in the AO HB segment, priced between 86,800 and 92,800 CNY [16]. - Geely will release the Galaxy V900 on January 20, 2026, in the C MPV segment, with prices ranging from 309,800 to 369,800 CNY [22]. - SAIC Volkswagen will launch the Volkswagen Lavida on January 20, 2026, in the A NB segment, with a price range of 120,900 to 143,900 CNY [30]. - BMW will introduce the iX1 on January 21, 2026, in the A SUV segment, priced between 228,000 and 268,000 CNY [36]. - FAW Car will launch the Bestune Yueyi 03 on January 22, 2026, in the A SUV segment, with a price of 109,900 CNY [44]. - Changan Automobile will release the Changan Lumin on January 23, 2026, in the A00 HB segment, priced at 46,900 CNY [52]. Group 2: Technical Specifications - The Ford Mustang features a 2.3T engine with a maximum power of 202 kW and torque of 429 N·m [8]. - The Aion UT is equipped with a pure electric powertrain, offering a range of 420 to 500 km (CLTC) [16]. - The Galaxy V900 has a 1.5T range-extended engine with a power output of 120 kW and an electric motor producing 340 kW [22]. - The Volkswagen Lavida offers both 1.5L and 1.5T engine options, with power outputs of 81 kW and 118 kW respectively [30]. - The iX1 features a pure electric powertrain with a maximum power of 150 kW and a range of 450 to 510 km (CLTC) [36]. - The Bestune Yueyi 03 has a pure electric engine with a power output of 122 kW and a range of 565 km (CLTC) [44]. - The Changan Lumin is powered by a pure electric engine with a power output of 35 kW and a range of 205 km (CLTC) [52].

Overall Market - The narrow passenger car production and sales data for December 2025 shows a total production of 2,828,679 units and wholesale of 2,789,661 units, with a retail figure of 2,261,339 units, reflecting a year-on-year decline of 3.3% in production and 9.0% in wholesale [7][10]. - The overall market for narrow passenger cars in 2025 is projected to have a total production of 3,105,971 units, with a wholesale of 2,998,113 units, indicating a year-on-year decrease of 8.9% in production [10][12]. Model Category Market Segmentation - The market share changes among different vehicle categories (sedans, MPVs, SUVs) indicate that sedans accounted for 43.3% of total retail sales, while SUVs held a significant share of 52.1% [13][32]. - The cumulative retail sales for sedans in 2025 reached 10,808,748 units, with a year-on-year decline of 15.1%, while SUVs saw a retail figure of 11,877,769 units, reflecting a growth of 3.8% [13][32]. Country Market Segmentation - The market share changes by country show that German brands have a retail sales figure of 337,323 units in December 2025, with a year-on-year decline of 21.1% [22][24]. - Japanese brands reported a total retail sales of 272,508 units, down 22.6% year-on-year, while domestic brands maintained a strong presence with a total of 1,457,351 units sold, reflecting a year-on-year decline of 11.0% [22][24]. Brand Positioning Market Segmentation - The luxury brand segment, which includes brands like Mercedes-Benz and BMW, has seen a decline in sales, with a year-on-year decrease of 19.5% for SUVs and 15.1% for sedans [32][34]. - Domestic brands have captured a significant market share, with a total retail sales of 1,453,139 units, reflecting a year-on-year decline of 11.2% [29][34]. Price Positioning Market Segmentation - In the price segment analysis, vehicles priced below 10 million yuan saw a retail sales figure of 6,781,938 units, with a year-on-year growth of 6.3%, while the segment priced between 10-20 million yuan experienced a decline of 23.5% [38][39]. - The segment for vehicles priced at 30-40 million yuan reported a retail sales of 1,899,298 units, with a year-on-year decline of 4.1% [38][39].

Core Viewpoint - The article discusses the performance and outlook of the Chinese passenger car market, highlighting the impact of policy changes and consumer behavior on sales trends in early 2026 [2][3][6]. Group 1: 2025 Market Review - In December 2025, the retail sales of narrow passenger cars reached 2.261 million units, a year-on-year decrease of 14.0% but a month-on-month increase of 1.6% [2]. - For the entire year of 2025, narrow passenger car retail sales hit a record high of 23.745 million units, with new energy vehicles (NEVs) accounting for 12.809 million units, representing a year-on-year growth of 17.6% and a penetration rate of 53.9% [2]. Group 2: January 2026 Market Outlook - January 2026 is expected to see a slight year-on-year increase in sales due to the release of pent-up demand from consumers returning home for the Spring Festival, despite uncertainties in the market [3]. - The national scrapping subsidy has been implemented, but the reduction in purchase tax has created a certain degree of overspending effect, leading to cautious consumer sentiment [3]. Group 3: Manufacturer Sales Trends - Most manufacturers have a neutral to optimistic sales outlook for January, with major manufacturers aiming for retail targets that are flat or slightly increased compared to the same period last year [4]. - The estimated retail market size for narrow passenger cars in January is around 1.8 million units, reflecting a month-on-month decrease of 20.4% but a year-on-year increase of 0.3% [4]. Group 4: Weekly Sales Trends - The car market started weak in early January due to the halving of the purchase tax subsidy, with daily retail sales averaging 30,000 units in the first week [5]. - Sales improved slightly in the second week, with daily retail reaching 50,000 units, and further recovery is expected in the following weeks as old-for-new subsidies are implemented [5]. Group 5: Transition to Normalization - The Chinese economy showed resilience in 2025, with total retail sales of consumer goods exceeding 50 trillion yuan, growing by 3.7% year-on-year [6]. - The old-for-new policy has significantly boosted sales, with over 2.6 trillion yuan in related sales and benefiting over 360 million people, including more than 11.5 million cars [6]. - The transition period in early 2026 is marked by a shift from strong policy stimulation to reliance on product strength and normalized consumption patterns, with the penetration rate for NEVs expected to hit a temporary low [6].

Group 1: Market Overview - From January 1 to 18, the national retail sales of passenger cars reached 679,000 units, a year-on-year decrease of 28% compared to the same period last year, and a month-on-month decrease of 37% [1] - The wholesale volume of passenger cars during the same period was 740,000 units, down 35% year-on-year and down 30% month-on-month [1] - In the new energy vehicle sector, retail sales were 312,000 units, a year-on-year decrease of 16% and a month-on-month decrease of 52% [1] Group 2: Production Trends - In the first two weeks of January, the production of pure fuel light vehicles was 91,000 units, down 85% year-on-year and down 77% month-on-month [2] - The production of hybrid and plug-in hybrid vehicles during the same period was 139,000 units, down 65% year-on-year and down 75% month-on-month [2] Group 3: Policy Impact - The National Development and Reform Commission announced a policy to promote large-scale equipment updates and trade-in subsidies, which is expected to boost domestic car consumption [5] - The subsidy for scrapping and updating passenger vehicles is projected to decrease by 20% to 30% by 2026, while commercial vehicle subsidies remain strong [5][10] Group 4: Sales and Wholesale Trends - The average daily retail sales for the first week of January were 30,000 units, down 32% year-on-year, while the second week saw an average of 50,000 units, down 22% year-on-year [5] - The wholesale average for the first week was 35,000 units, down 40% year-on-year, and for the second week, it was 51,000 units, down 28% year-on-year [8] Group 5: Economic Context - In 2025, the total retail sales of consumer goods reached 501.2 billion yuan, a year-on-year increase of 3.7%, while automotive consumption decreased by 2% [9] - The production of automobiles in December 2025 was 3.41 million units, a year-on-year decrease of 3%, while new energy vehicle production increased by 9% [10] Group 6: Engine Market Stability - Despite the rapid development of the new energy vehicle industry, the automotive engine market remains stable, with gasoline engines maintaining a dominant position [11] - The production of gasoline engines reached 21.13 million units in 2025, while diesel engine production decreased to 2.61 million units due to market adjustments and stricter environmental policies [11] Group 7: Pickup Truck Market Growth - In December 2025, the pickup truck market sales reached 52,000 units, a year-on-year increase of 8.8%, with total sales for the year at 589,000 units, up 11.8% [12] - The export of pickup trucks in December was 28,000 units, a year-on-year increase of 12%, with total exports for the year reaching 300,000 units, up 21% [13]

Industry Information - The EU-China Chamber of Commerce welcomes the soft landing of the electric vehicle agreement between China and the EU, which is expected to boost market confidence and foster cooperation in the electric vehicle industry [7][9] - The second Intelligent Driving Competition concluded in Wenzhou, with the Star Epoch ES winning first place, followed by Momenta's solution-equipped vehicles [8] - Gotion High-Tech's Ganzhou base was recognized as an innovative small and medium-sized enterprise in Jiangxi, contributing to the upgrade of the new energy industry [9] - Honeycomb Energy launched the world's largest 80 kWh plug-in hybrid battery, featuring a 6% increase in energy density and rapid charging capabilities [10] - China aims to accelerate breakthroughs in solid-state batteries and advanced autonomous driving technologies in 2026 [11] - Shenzhen successfully implemented the first billing for electric vehicle discharging to the grid, with a user earning approximately 15 yuan for discharging 20 kWh [12] - A new sodium-sulfur battery developed by a Chinese research team achieved an energy density of 2021 Wh/kg, significantly surpassing existing lithium-ion batteries [14] - The Trump administration approved the export of NVIDIA's H200 chips to China, which may enhance AI capabilities in the region [15] - A meeting was held by three departments to address the issue of chaotic price wars in the electric vehicle industry, emphasizing the need for fair competition [19] - Honeycomb Energy introduced a new 3.5 generation pulse charging technology that reduces charging time by 25% without additional costs [20] - The State Council reported a 25.4% increase in exports of direct current charging piles and energy storage batteries to the EU by 2025 [21] - The city of Qingyuan in Guangdong will issue 1.8172 million yuan in charging subsidies by 2025 [22] - In December 2025, electric vehicle sales in Australia surpassed those of fuel vehicles for the first time, with a total of 35,058 electric vehicles sold [23] - The General Administration of Customs reported a 26.2% increase in lithium battery exports in 2025 [24] - The China Automobile Association released a report indicating that nearly 80% of the market share for self-developed NOA solutions in passenger vehicles is held by domestic manufacturers [25] - The Market Supervision Administration is establishing a national standardization committee for the recycling and utilization of power batteries [26] - The domestic power battery installation volume is projected to reach 769.7 GWh in 2025, a year-on-year increase of 40.4% [27] - The coverage rate of charging and swapping stations in Hanzhong County increased from 35% to 82% [28] - By the end of 2025, Guizhou Province plans to build over 250,000 charging facilities and 59 swapping stations [29] - Canada has reduced tariffs on electric vehicles imported from China to 6.1%, significantly benefiting Chinese manufacturers [30] - The first cross-province iron-sea intermodal transport of new energy vehicles through Xiamen Port took place in 2026 [31] - Huawei announced upgrades to its ADS 4.1 system, enhancing safety and user experience features [32] Policy Information - The Guangxi Energy Bureau issued guidelines for the construction and operation management of electric vehicle charging infrastructure [33] - Zhengzhou's Commerce Bureau announced a subsidy program for replacing old vehicles and appliances in 2026 [34] - The National Development and Reform Commission plans to introduce a comprehensive management approach for the recycling of power batteries [35]