车企1月竞争格局生变：小米成"新王"，比亚迪国内磨底 2月1日晚间，比亚迪发布产销快报称，1月销量达21.01万辆，同比下降30.11%，环比下降50.04%。 此前为了促进新能源汽车发展，国内新能源汽车购置税采取全额免征的政策，助力比亚迪等多家新能源车企快速发展。 对比来看，1月仍有多家新能源车企报喜。比如，小米汽车1月的交付量超3.9万辆，超越零跑汽车首次成为造车新势力月度销冠。 同时，赛力斯、蔚来公司、岚图汽车等主打中高端新能源汽车市场的车企，1月交付量（销量）同比分别增长104.85%、96.08%、31.29%。 多家车企掌门人此前预判，一旦走到这个时刻，燃油车和新能源汽车在某种程度上会迎来终极对决，并且会筛选出哪些新能源车企能够正向发展。 | 车企 | 2026年1月销量或交付量(辆) | 同比 | | --- | --- | --- | | 比亚迪 | 210051 | -30. 11% | | 吉利新能源 | 124252 | 2.63% | | 鸿蒙智行 | 57915 | 65. 53% | | 奇瑞新能源 | 52131 | -0. 08% | | 赛力斯新能源 | 43034 | 14 ...

今日关注 锋龙股份公告，优必选承诺36个月内不注入资产，停牌核查结束，公司股票自今日 起复牌。 锋龙股份在停牌前已录得18连板。 嘉美包装公告，停牌核查完成，公司股票自今日起复牌。 嘉美包装 自2025年12月17 日至2026年1月23日期间价格涨幅为408.11%。 现货白银延续跌势，日内跌幅扩大至10%，报76.89美元/盎司。 重要的消息有哪些 1月30日，证监会党委书记、主席吴清在北京召开座谈会。吴清强调，要紧紧围绕防风险、强监 管、促高质量发展的工作主线，全力巩固资本市场稳中向好势头，聚焦持续深化资本市场投融资 综合改革、提高制度包容性适应性。 国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示， 2026年1月份中国制造业采购经理指数为49.3%，比上月下降0.8个百分点。 证监会完善再融资战投制度，其中提出，明确社保基金、养老基金、企业年金基金、险资、公募 基金、银行理财等机构投资者可以作为战略投资者；要求战略投资者持股比例原则上不低于 5%。 国家税务总局近日制发了《关于起征点标准等增值税征管事项的公告》，就起征点标准判定、税 收优惠政策适用等增值税征管事项 ...

Core Insights - The Chinese automotive industry is transitioning from "scale expansion" to "quality improvement and efficiency enhancement" in 2026, driven by electrification and intelligent transformation [1] - The market competition is shifting from price wars to a "value war" focused on technological innovation, product iteration, quality enhancement, and experience optimization [1] Market Overview - In 2026, the total vehicle sales in China are projected to reach 34.75 million, a slight increase of 1%, while another estimate suggests around 28 million units, growing by 2% [2] - The industry is entering a phase characterized by high sales volume but low growth, with competition focusing on quality and efficiency rather than scale [2] - The central economic work conference emphasizes a policy direction of "stability while seeking progress" and "quality improvement and efficiency enhancement" for the automotive sector [2] New Energy Vehicles (NEVs) - NEVs are expected to achieve significant growth, with sales projected to exceed 20 million units in 2026, solidifying their market dominance [3] - Domestic automakers are leveraging technological innovation and supply chain advantages to produce competitively priced NEVs, shifting from policy-driven sales to market-driven sales as penetration rates exceed 50% [3] Competitive Landscape - Leading domestic automakers like Geely, BYD, and Chery are expected to benefit from product structure upgrades and global expansion, with Geely targeting over 4.5 million units in sales for 2026 [3] - New entrants in the automotive market are experiencing accelerated differentiation, with companies like Leap Motor and Xpeng doubling their sales, while others like NIO are focusing on operational efficiency [4] Internationalization and Global Expansion - The Chinese automotive industry is increasingly focusing on international markets, with exports projected to exceed 8 million units in 2026, primarily driven by NEVs [12] - Major automakers are establishing overseas production facilities to mitigate tariffs and trade barriers, enhancing local integration and responsiveness [13] Technological Innovation - Key areas of technological advancement include power batteries, chips, and software, with significant breakthroughs expected in 2026 [6] - The development of next-generation battery technologies, such as solid-state batteries, is progressing, with initial production expected to begin in 2026-2027 [6] - Intelligent driving technologies are advancing, with L2-level driving assistance features expected to penetrate over 70% of new passenger vehicles by 2026 [7] Emerging Trends - The automotive industry is evolving into a "super platform," integrating various technologies and services beyond traditional transportation [11] - Companies are exploring new growth avenues, including humanoid robots and low-altitude economy sectors, with significant developments anticipated in 2026 [9][10]

【DT新材料】 获 悉 ， 2月1日， 比亚迪 以及造车新势力零跑、理想、蔚来和小鹏先后发布1月交付量。主要的原因可能是年初是传统的市场淡季， 再叠加去年底免征车辆购置税政策的截止，提前透支了一部分需求，导致今年市场大盘下滑幅度整体比较大。当然也有逆势上涨的企业。 比亚迪 ，1月份新能源汽车销量210051辆，乘用车销量205518辆，1月出口新能源汽车合计100482辆。 | | | | 产量 | | | | | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目类别 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | 新能源汽车 | 232, 358 | 327,864 | 232, 358 | 327.864 | -29. 13% | 210, 051 | 300, 538 | 210, 051 | 300, 538 | -30. 11% | | -乘用车 | 227.835 | 323,811 | 227 ...

Core Insights - In January 2026, several new energy vehicle companies reported their sales data, with only three brands—Wenjie, Xiaomi, and Leap Motor—surpassing 30,000 units in sales [2][3] - Wenjie led the sales with 40,016 units, marking the only brand to exceed 40,000 units in a month [2][3] - The overall market performance showed a significant decline in sales compared to the previous month, with many companies experiencing year-on-year negative growth [2][3] Sales Performance - Wenjie delivered 40,016 vehicles, achieving a year-on-year growth of 83.26% [5] - Xiaomi reported over 39,000 units sold, following a previous month where it exceeded 50,000 units, indicating a decline but still ranking second among new forces [3][5] - Leap Motor sold 32,059 units, reflecting a year-on-year growth of 27.37% [5] - Among the "new force" companies, XPeng delivered only 20,011 units, a significant drop of 34.07% year-on-year, while Li Auto's sales fell by 7.55% to 27,668 units [3][5] - NIO experienced a year-on-year increase of 96.1%, delivering 27,182 units, largely supported by the new ES8 model [3][5] Market Trends - Over 70% of the 23 major listed passenger car companies reported a decline in stock prices, indicating a challenging market environment [4] - The competition among car manufacturers is intensifying, with a shift towards more subtle pricing strategies, including fixed pricing and low-interest financing options [4] - Following Tesla's introduction of a 7-year low-interest financing plan, several brands, including Xiaomi, Li Auto, and NIO, have adopted similar strategies [4]

每经记者｜孙桐桐 每经编辑｜陈柯名 裴健如 2月1日，多家主流车企陆续披露了2026年1月的销量数据。作为2026年首个完整销售月，头部新能源车品牌多数实现了销量的同比正增长。 从各汽车品牌官方公布的数据来看，2026年1月，车企销量呈现明显的阵营分化特征，新能源车成为各车企销量增长的核心驱动力。 小米汽车官方宣布，1月交付量超3.9万辆，较2025年12月超5万辆的交付量下降22%。 对此，小米集团创始人、董事长兼CEO雷军表示，当前销量得益于订单储备厚度与市场认可度，因SU7处于新老切换阶段，本月主力交付车型为YU7，新 一代SU7将于4月上市，2026年品牌整体销量目标为55万辆。 雷军发布微博称："SU7马上改款，目前主要交付的是YU7。" 值得一提的是，如今，小米汽车不仅是2026年1月的造车新势力销冠，而且拉开了与第二名零跑汽车的差距。 图片来源：每经记者 段思瑶 摄（资料图） 据比亚迪股份公告披露的数据，2026年1月，比亚迪新能源汽车销量约21万辆。 鸿蒙智行官方数据显示，其1月交付量达5.79万辆，同比增长65.6%，环比下滑35.3%。其中，问界车型是其绝对主力，1月交付超4万辆，同比增长 ...

格隆汇2月1日｜比亚迪：1月新能源汽车销量210051辆，同比下降30.11%。 鸿蒙智行：1月交付57915台，同比增长65.6%。 问界汽车：1月交付40016辆，同比增长83%。 理想汽车：1月交付27668辆。 蔚来汽车：1月交付27182台，同比增长96.1% 小米汽车：1月交付超39000台。 零跑汽车：1月交付32059台，同比增长27%。 小鹏汽车：1月交付20011台。 岚图汽车：1月交付10515辆，同比增长31%。 极氪：1月交付23852台，同比增长99.7%。 ...

Core Viewpoint - The new energy vehicle companies, including Leap Motor, Li Auto, NIO, and Xpeng, reported their January delivery figures, showing year-on-year growth but a significant decline compared to December due to seasonal market weakness and the expiration of tax incentives [1]. Delivery Performance - Leap Motor delivered 32,059 vehicles in January, a year-on-year increase of 27.37% but a month-on-month decrease of 46.94%. The company is accelerating channel development, adding 85 new stores to reach a total of 1,068 nationwide [2]. - Li Auto's January deliveries reached 27,668 vehicles, up 7.55% year-on-year but down 37.47% month-on-month. The company faced production delays due to battery supply issues, affecting the delivery schedule of its i6 and i8 models [3]. - NIO delivered 27,182 vehicles in January, marking a 96.08% year-on-year increase but a 43.53% month-on-month decline. The company highlighted the high margins of its new ES8 model, which is expected to enhance overall sales and profitability [3]. - Xpeng's January deliveries totaled 20,011 vehicles, reflecting a 34.07% year-on-year decline and a 46.65% month-on-month drop. The company launched four new models in January and anticipates strong growth, particularly in overseas markets [5]. Market Insights - The decline in deliveries is attributed to the traditional off-peak season at the beginning of the year and the impact of the end of the vehicle purchase tax exemption, which had previously pulled forward some demand [1]. - Industry experts expect the automotive retail market to gradually recover as local vehicle replacement subsidy policies are implemented and pre-holiday purchasing demand is released [5]. Technological Advancements - Both Li Auto and NIO announced advancements in their smart technology offerings, indicating increased competition in the smart vehicle sector. Li Auto released an OTA update with 40 new features and 25 optimizations, while NIO introduced a new version of its NIO World Model [4].

Group 1 - Xiaomi Auto delivered over 39,000 vehicles in January 2026 [1] - Li Auto delivered 27,668 vehicles in January 2026 [1] - Leap Motor achieved total deliveries of 32,059 vehicles in January, a year-on-year increase of 27% [1] Group 2 - AITO delivered 40,016 vehicles in January, marking a year-on-year growth of 83% [1] - Lantu delivered 10,515 vehicles in January, with a year-on-year increase of 31% [1] - GAC Toyota sold 63,648 vehicles in January [1] Group 3 - GAC Trumpchi's terminal sales in January reached 26,937 vehicles, a year-on-year increase of 2.06% [1] - Great Wall Motors achieved total sales of 90,312 vehicles in January, reflecting a year-on-year growth of 11.59% [1] - Geely's brand cumulative deliveries reached 1,028 vehicles in January, with an almost 100% year-on-year increase [1]

记者丨朱芷葵 编辑丨曾静娇 2月1日，多家车企陆续公布1月新能源汽车交付数据，绝大多数实现销量同比增长。其中鸿蒙 智行以近5.8万辆的交付量目前暂居榜首，零跑、小米等也交出超过3万辆的成绩。 详情如下： 鸿蒙智行：1月累计交付57915台，同比增长65.6%。其中，问界汽车1月交付40016辆，同比增 长83%。 小米汽车：1月交付量超过39000台。 昊铂埃安：1月销量23591辆，同比增长63.9%。 奕派科技：1月销量21269辆，同比增长145%。 岚图汽车：1月交付10515辆，同比增长31%。 SFC 出品丨21财经客户端 21世纪经济报道 21君荐读 官方明确个人每次挣钱低于1000元不用交增值税 腾讯元宝开撒10亿红包，网友：一大早就被刷屏了 深圳首个安居房项目开盘当天售罄 零跑汽车：1月全系交付达32059台，同比增长27%。 理想汽车：1月交付新车27668辆。 广汽传祺：1月份全系销量达到26937辆，环比增长25.07%，同比增长2.06%。 ...