Industry Insights - The National Development and Reform Commission and the Ministry of Finance have announced the continuation of the "Two New" policy for 2026, which supports the replacement of old vehicles and promotes new energy vehicles, particularly electric vans and cold chain vehicles [2][3] - The policy optimizes support for old operational trucks, expanding the subsidy range to include trucks with National IV emissions standards and below, while prioritizing the replacement with electric trucks [3] - For passenger vehicles, the subsidy for purchasing new energy vehicles is set at 20,000 yuan per vehicle, while the subsidy for fuel vehicles is capped at 15,000 yuan [3] Product Trend Analysis - The policy environment presents a "one disadvantage, two advantages" counterbalancing situation, indicating mixed impacts on the market [5] Sales Forecast - The light commercial vehicle market is expected to maintain stability amid structural adjustments, with sales projected to reach approximately 2.911 million units in 2026, reflecting a slight increase of 0.3% year-on-year [25] - The penetration rate of new energy in light commercial vehicles is anticipated to reach 43% by 2026, with specific segments like light buses expected to have a penetration rate of 75% [13][25] Strategic Directions for Enterprises - Companies are advised to develop strategies focusing on product matrix segmentation, enhancing service systems, expanding overseas markets, and increasing brand value [17]

中国汽车流通协会乘用车市场信息联席分会 点 击 蓝 字 关 注 我 们 本文全文共 633 字，阅读全文约需 2 分钟 为了便于大家进一步及时掌握全国乘用车市场产销动态，并了解行业政策、价格、二手车、新能源汽 车、商用车市场、上海汽车市场等情况，中国汽车流通协会乘用车市场信息联席分会秘书处现决定举行"2026 年2月乘用车市场分析发布会"，本次会议以 网上发布 的形式举行。 请大家关注微信订阅号：cpca2024和官网www.cpcaauto.com，届时报告将通过以上两种渠道发布。感谢各 位的支持！ 会议相关信息如下： 主办方： ——北京北辰亚运村汽车交易市场； 8）2026年1月份全国乘用车市场分析 协办方： 搜狐·汽车事业部 上海市经济信息中心 益普索（中国）咨询有限公司 上海安路勤企业管理咨询有限公司 上海福蓝汽车技术有限公司 广州威尔森信息科技有限公司 科瑞卓信（北京）咨询有限公司 会议报告网上发布时间： 2026年2月9日（星期一）下午16:00 会议报告内容： 1）2026年1月份上海汽车市场上牌情况 ——上海市经济信息中心； 2）2026年国家汽车相关政策取向分析 ——中国汽车流通协会乘用车市 ...

Core Viewpoint - The 2026 policy for replacing old products with new ones will continue to be implemented, focusing on the automotive, home appliance, and digital product sectors, with an emphasis on nationwide consistency and regulatory measures to enhance market efficiency [3][5][7]. Group 1: Policy Changes - The 2026 subsidy mechanism will shift from a fixed amount to a "proportional + cap" model, which will primarily benefit lower-priced, subsidy-sensitive economic models while maintaining stable incentives for mid-to-high-priced vehicles [6][11]. - The new subsidy guidelines aim to standardize the subsidy amount across the country, reducing local discrepancies and potential arbitrage opportunities [5][12]. Group 2: Market Impact - The 2025 old-for-new policy significantly boosted passenger car sales in China, demonstrating a strong correlation between the policy and market performance, particularly in promoting the adoption of new energy vehicles [8][12]. - The completion of annual sales targets by several automakers, including BYD and SAIC, indicates a competitive landscape, with traditional manufacturers adopting cautious growth targets while new entrants remain optimistic [9]. Group 3: Tax and Financial Measures - In 2026, the purchase tax for new energy vehicles will be halved, with a maximum tax reduction of 15,000 yuan, prompting various automakers to introduce compensatory measures to cover tax differences [10]. - The adjustment in subsidy algorithms is expected to reshape market dynamics, emphasizing sustainable and balanced use of subsidies rather than merely increasing them [11][12].

| 目录 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | 1 | 非營室司 | 宝马 5系 | 2026 / 02 / 02 | C NB | MCE1 | | 2 | 非營室司 | 宝马 15 | 2026 / 02 / 02 | C NB | MCE1 | | 注:工改按定义 全新产品(MP):全新上市车型,车型名称是全新的。 | 小改款(ICE1):指车型的配置、外观造型发生小范围变化,但不涉及车型摸具的 | | 中改款(MCE2-2):指车型涉及发动机或变速箱的改变,但不涉及前脸造型或模具的改变。 换代产品(GP):车型平台发生改变,从而产生的全新一代的车型。 新增年型(M):现有车型线上新增某款车款。 | | | | 更改及发动机或变速箱的调整。 不涉及动力的改变。 | 中改款(■CE2-1):通常指车型的facelift,即车型的前脸造型或模具的改变,但 | | 大改款(NCE3):指车型的模具和动力都进行改变。 价格调整(MSRP):现有车型官方 ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) is accelerating the development of key standards for driving automation and collision safety to enhance automotive safety and quality performance, laying a solid foundation for sustainable industrial development [3] - Guangdong province has included smart glasses in its subsidy program for consumer goods, offering a 15% subsidy on products priced up to 6,000 yuan, with a maximum subsidy of 500 yuan per item [4] - The China Machinery Industry Federation forecasts a growth rate of approximately 5.5% for major indicators in the machinery industry by 2026, with the automotive manufacturing sector expected to lead with a growth rate of 11.5% [5] - Jianghuai Automobile Group (JAC) signed a strategic cooperation agreement with Brembo to enhance long-term collaboration and promote innovation in future automotive platforms [6] - XPeng Motors has assisted in establishing Indonesia's first 480 kW ultra-fast charging station in collaboration with local operator Voltron [7] - Wuling's Bingguo electric vehicle has made its first export to Pakistan, marking a significant step in its global expansion strategy [8] - Great Wall Motors launched the 2026 model of Haval H9 in the Philippines, priced at 1,998,888 Philippine pesos, with a limited-time discount [9] - Pony.ai and Moore Threads have formed a strategic partnership focusing on the implementation of Level 4 autonomous driving technology [10] International News - In January, Japan's imported car sales decreased by 12% year-on-year to 13,019 units, while pure electric vehicle sales surged by 68% to 2,041 units [12] - Tata Motors plans to locally assemble the Range Rover Evoque at its new factory in India to reduce costs and enhance competitiveness in the luxury SUV market [13] - Russia announced the launch of a new domestic car brand, Jeland, with plans to start production in the first half of 2026 [14] - Toyota aims to increase its hybrid vehicle production by 30% by 2028, targeting an annual output of approximately 6.7 million units [15] Commercial Vehicles - Zhongtong Bus has officially launched its new series of natural gas buses, enhancing clean and efficient transportation options in the tourism market [17] - UBTECH's autonomous vehicle, Chitu, has completed its first production validation test at Foxconn's Zhengzhou facility, paving the way for mass production [18] - Ordos city is promoting the use of new energy heavy trucks and hydrogen fuel cell heavy trucks, with plans to introduce over 6,000 new energy heavy trucks annually by 2028 [19][20] - The 20,000th unit of the Jiefang T-shift transmission has been delivered, marking a significant milestone for the company [21]

Domestic News - Guangdong is expanding the testing and demonstration application range for intelligent connected vehicles, promoting digital consumption and smart logistics networks [7] - Beijing has achieved full coverage of supercharging stations in highway service areas, with 530 charging piles and a maximum charging power of 600kW, allowing for a quick 15-minute charge [8] - Changan Automobile is collaborating with CATL to introduce sodium-ion batteries, with plans to launch multiple models by 2026, achieving a range of over 400 kilometers for pure electric vehicles [9] - Two major state-owned enterprises are integrating their automotive testing businesses to create the world's largest automotive testing institution, enhancing technical service capabilities [10] - FAW Bestune has partnered with Unity China to produce the first mass-produced 3D intelligent cockpit vehicle, enhancing user interaction and safety [11] - Ledo Automotive has exceeded its battery doubling plan, adding 8,295 new battery packs to its network, improving user experience during peak travel seasons [12] - Zhiji Automobile has launched its models in the UAE and Tunisia, marking a significant step in its global expansion strategy for 2026 [13] - Qianli Technology has submitted an application for an L3-level intelligent driving test license, indicating its readiness for advanced autonomous driving technology [14] Foreign News - Canada is abolishing mandatory electric vehicle sales quotas and reintroducing consumer subsidies of up to CAD 5,000, while welcoming Chinese companies to set up factories [16] - The German Automotive Industry Association predicts a total production of 4.1 million vehicles in 2026, a 1% decrease year-on-year, with a 6% growth in electric vehicles [17] - The Malaysian government is offering subsidies for replacing old vehicles over 20 years old, in collaboration with Proton, with incentives up to 4,000 ringgit [18] - Porsche has started mass production of the Cayenne Electric in Slovakia, featuring dual motors and a maximum output of 850 kW, with rapid charging capabilities [19][20] Commercial Vehicles - DeepWay has launched its pure electric heavy truck in Bangkok, marking a significant milestone in its Southeast Asia strategy [21] - The Yellow Stone City has implemented regulations for the commercial application of ground unmanned technology, ensuring safety and market order [22] - Shenzhen has reported a 185.5% year-on-year increase in operational functional unmanned vehicles, with a total of 1,122 units by the end of 2025 [23] - Shandong Province has issued a plan to strengthen the commercial vehicle sector, aiming for a production target of around 200,000 new energy commercial vehicles in 2026 [25]

Core Viewpoint - The article highlights the upcoming launch of the Chery QQ3, a new small electric hatchback set to be released in February 2026, with an expected price range of 60,000 to 90,000 yuan [3][5]. Group 1: Vehicle Overview - The Chery QQ3 is designed as a small pure electric hatchback under Chery New Energy, featuring a rounded exterior and simple lines, with a closed front grille and rounded LED headlights [3][4]. - The vehicle dimensions are 4,195mm in length, 1,811mm in width, and 1,569mm in height, with a wheelbase of 2,700mm, providing ample space for daily commuting and family use [3][4]. - The interior design includes a dual-tone color scheme with practical features such as a multifunctional steering wheel, a fully digital instrument panel, and a 15.6-inch floating central control screen [3][4]. Group 2: Performance and Technology - The QQ3 is equipped with a maximum power output of 58kW and a top speed of 125 km/h, utilizing a lithium iron phosphate battery from Guoxuan High-Tech, which balances battery durability and low operating costs [4][5]. - The vehicle offers two power options with a range of 280 km and 401 km under CLTC conditions, catering to different consumer needs [5]. - Advanced technology features include the AI Lingxi smart cockpit powered by the Qualcomm 8155 chip, supporting intelligent voice interaction and vehicle networking, along with the rare Falcon 500 driving assistance system for urban navigation and parking [4][5]. Group 3: Market Context - The article notes that the number of new vehicle launches in February 2026 is limited, primarily due to the Spring Festival holiday affecting operational and consumer demand, as well as logistics [5]. - The market has experienced a preemptive demand surge due to policy changes at the end of 2025, leading to high inventory levels among automakers, prompting a shift in new vehicle launch schedules to March [5].

点 击 蓝 字 关 注 我 们 本文全文共 4039 字，阅读全文约需 13 分钟 目录 国内新闻 1.2026年中央一号文件:支持新能源汽车、智能家电、绿色建材下乡等 2.八部门印发《汽车数据出境安全指引（2026版）》 3.浙江:拟科学布局人形机器人、 生物制造、清洁氢、商业航空等未来产业 4.武汉经开区设立10亿元基金 加速汽车产业数字化转型 5.小鹏汽车内部调整整合自动驾驶与智能座舱 6.商汤绝影与东风发布首个生成式智驾系统 7.经纬恒润与中兴微电子签署战略合作协议 8.宁德时代与云南签署全面战略协议 覆盖绿色能源与交通 国外新闻 1.印度汽车业1月实现国内销量历史新高 2.采埃孚与宝马签署乘用车传动系统长期供应协议 3.丰田汽车将在巴西设立生物燃料实验室 4.Stellantis加码意大利产能：多款新车投产 商用车 1. 比亚迪商用车完成2025黑河极寒测试 2. 九识智能将在2026年上半年进入"无图"阶段 3. 远程智芯科技600V高压钠电系统黑河冬标收官 4. 《甘肃省零碳园区建设方案》印发 国内新闻 1 2026年中央一号文件:支持新能源汽车、智能家电、绿色建材下乡等 时间:2026.2.4 ...

Core Viewpoint - The article predicts a 25% growth in sales for Chinese new energy passenger vehicle manufacturers by 2025, aligning with the growth expectations set for the "14th Five-Year Plan" period [2]. Group 1: Market Predictions - The end of the new energy vehicle purchase tax exemption policy in December 2025 is expected to lead to a recovery period in January 2026, with some consumers likely to make purchases in December to benefit from the policy [2]. - January 2023 saw a decline of 8% in new energy vehicle sales due to the withdrawal of subsidies, while January 2024 experienced a positive growth despite the anticipated policy changes [2]. - The late timing of the 2026 Spring Festival and contributions from exports have positively influenced January's sales performance [2]. Group 2: Sales Data - According to the latest data from the Passenger Car Association, manufacturers with sales exceeding 10,000 units in December accounted for 93% of the total new energy passenger vehicle wholesale sales for that month [3]. - Preliminary data for January indicates that these manufacturers achieved sales of 830,000 units, leading to an estimated total of 900,000 new energy passenger vehicles sold nationwide in January, reflecting a 1% year-on-year growth [4][3]. Group 3: Leading Manufacturers - Key manufacturers such as GAC Aion, XPeng Motors, and Great Wall Motors reported significant sales figures in January, with GAC Aion leading at 21,635 units sold [8]. - Other notable performances include XPeng Motors with 20,011 units, Great Wall Motors with 18,019 units, and FAW Hongqi with 8,265 units [8]. - The total estimated sales for manufacturers exceeding 10,000 units in January amounted to 832,461, representing 93% of the total market share for that month [8].

Domestic News - The Ministry of Industry and Information Technology has released a mandatory national standard for automotive door handle safety requirements, effective from January 1, 2027, mandating mechanical release handles for each car door [3] - Nine departments, including the Ministry of Commerce, encourage local governments to increase subsidies for trade-in programs during the Spring Festival, aiming to boost consumer spending on various products [4] - The Ministry of Finance projects that sales of products related to trade-in programs will exceed 2.6 trillion yuan by 2025, benefiting over 360 million people [5] - Shanghai is actively supporting the development of smart connected new energy vehicles and other industries, focusing on modernizing the industrial system and promoting major industrial projects [6] - Guangdong province is supporting multiple regions to advance road testing and demonstration applications for smart connected vehicles, promoting their use in various scenarios [8] - NIO's sub-brand, Ladao, has launched in Uzbekistan, with several models introduced to the market, marking its first entry into overseas markets [9] - Dong'an Power and Lantu Automotive have established a joint innovation center to focus on next-generation efficient range-extending power and rotor engine technologies [10] - Quanzhou City has signed a cooperation agreement with CATL to build a smart zero-carbon battery factory, enhancing the new energy industry ecosystem [11] International News - France's new car sales fell by 6.55% in January, totaling 107,157 vehicles [12][13] - Italy's new car sales increased by 6.2% year-on-year in January, reaching approximately 142,000 vehicles [14] - Tesla has officially announced its entry into the Moroccan market, with a launch event scheduled for February 6, introducing the Model 3 and Model Y [15] - India's 2026 federal budget supports the automotive and electric vehicle industries through various policies aimed at reducing battery manufacturing costs and enhancing supply chain resilience [16] Commercial Vehicles - SAIC Maxus has announced a new vehicle plan, with multiple models including pickups, light trucks, and MPVs set to be released [17] - Iveco has officially launched the new Dedi 8AT model, featuring an 8-speed automatic transmission, enhancing performance while maintaining pricing strategies [18] - The Jiangxi section of the East China-South China expressway has officially opened, featuring 12 new heavy truck battery swap stations to improve logistics efficiency [19] - Dongfeng Motor is advancing the DPW (Dongfeng Production Way) initiative at its Shiyan base to enhance manufacturing competitiveness [20]