Core Viewpoint - The new energy heavy truck market in China experienced a strong start in January 2026, with overall sales reaching 20,600 units, a year-on-year increase of 184% [1]. Group 1: New Energy Tractor Truck Market Performance - In January 2026, 15,500 new energy tractor trucks were added, marking a year-on-year increase of 167% but a month-on-month decrease of 46% [2][3]. - The January sales of new energy tractor trucks were approximately 10,000 units higher than in January 2025, representing a 2.67 times increase compared to the same month last year [3]. - The 167% year-on-year growth rate for new energy tractor trucks was 17 percentage points lower than the overall growth rate of the new energy heavy truck market [3]. Group 2: Regional Market Insights - In January, all 30 provincial-level administrative regions in China reported new energy tractor truck additions, with 22 regions adding over 100 units each [4]. - Shanghai led the regions with over 3,000 new energy tractor trucks added, followed by Shanxi, Guangdong, Hebei, and Xinjiang, each with over 1,000 units [4]. Group 3: Company Sales Performance - In January 2026, 14 companies sold over 100 new energy tractor trucks, with 10 companies exceeding 500 units and 6 companies surpassing 1,000 units [8]. - XCMG topped the sales chart with 2,143 units sold, followed by SANY, Heavy Truck, and Jiefang, each selling over 1,500 units [8][9]. - The top ten companies in terms of sales saw significant year-on-year growth, with Dongfeng and United Heavy Truck achieving increases of 170% and 1,706%, respectively [11]. Group 4: Market Share Analysis - In January 2026, four companies held over 10% market share in the new energy tractor truck market, with XCMG at 13.9%, SANY at 12.9%, Heavy Truck at 12.0%, and Jiefang at 11.5% [14]. - The market share of Dongfeng and Shaanxi exceeded 6%, while several other companies maintained shares above 3% [14]. - Changes in rankings were noted, with Jianghuai returning to the top ten list, and SANY, Heavy Truck, and Dongfeng all moving up in the rankings compared to December 2025 [15]. Group 5: Future Outlook - The new energy tractor truck market continued its growth momentum in January 2026, achieving a year-on-year growth rate of 167% [17]. - The sustainability of this growth trend in the coming months remains a point of interest for industry observers [17].

据介绍，站在"十五五"开局的新起点，东风汽车2026年将推动技术从"纸面"落实"地面"，成为"技术兑 现年"。新一代马赫动力系统、高性能DF30芯片将实现规模化"上车"；"天元智能"将加速落地，T200智 驾系统大规模搭载，T500实现量产应用；"天元智舱"的智能体同步投入使用，让"东风造"更加好看、好 开、好玩，持续提升用户可感可知的体验价值。 同时，东风汽车将让品牌从"看见"变为"认同"，深化"一个东风"战略。东风汽车与华为联合共创的奕境 品牌将于3月全球亮相，打造真正懂用户的高端智能车。东风猛士持续"登峰"，将推出全新U系列；东 风岚图继续向上突破高端市场，将以岚图泰山Ultra、X8，岚图FE、岚图珠峰等产品，打出聚焦智驾、 空间、颜值与科技的组合拳；东风奕派将推出全新的超智能大六座SUV、超舒适大空间SUV和超性能科 技轿跑，东风风神将推出真七座SUV风神L9；而东风风行将推出全新战略车型星海V6。东风商用车将 基于新一代战略平台D600，推出首款新能源车型东风天龙KH牵引车，致力于在每一个细分市场，打造 能赢得用户口碑的爆款车型。 2月5日，在武汉举行的"新起点 新征程——2026年东风汽车媒体创 ...

"我们不仅是产业链上的商业伙伴，更是同呼吸共命运的战友。"在东风股份2026年供应商大会上，东风股份总经理段仁民对供应商伙伴说，面向"十 五五"，东风股份设定了到2030年总销量达36万辆、新能源销量与品牌价值双双问鼎行业榜首的宏伟目标。实现这一目标，必须依托一个强大、可靠、充 满创新活力的供应链体系作为核心支撑。 深度协同，从供应到"共生"的价值革新 东风股份与湖北三环车桥签署战略合作协议 1月30日，东风股份与湖北三环车桥有限公司正式签署战略合作协议，标志着双方在核心零部件领域的合作进入全新阶段。此次合作是东风股份供应 链战略布局的重要一步，更是其深化"十五五"规划、全面提升供应链体系竞争力的关键举措。在汽车产业向新能源、智能化加速转型的背景下，东风股份 正通过与优质供应商的深度协同，构建安全、韧性、可持续的供应链生态，为产品品质与品牌价值注入强劲动能。 战略携手，共筑协同发展新高地 与湖北三环车桥的战略合作，是东风股份供应链关系从"采购合作"向"战略共赢、价值共生"转型升级的缩影。依托"资源共享、优势互补、互惠互 利、生态共建"的核心原则，东风股份正联动全行业优质伙伴，持续优化产品矩阵，构建模块化、标准 ...

2026年，东风汽车将让品牌从"看见"变为"认同"，深化"一个东风"战略。东风汽车与华为联合共创的奕 境品牌将于3月全球亮相，打造懂用户的高端智能车。东风猛士持续"登峰"，将推出全新U系列；东风 岚图继续向上突破高端市场，将以岚图泰山Ultra、X8，岚图FE、岚图珠峰等产品，打出聚焦智驾、空 间、颜值与科技的组合拳；东风奕派科技聚焦智慧家庭出行需求，东风奕派将推出全新的全尺寸六座 SUV、大空间SUV和高性能轿跑，东风风神品牌将推出真七座SUV风神L9；而东风风行将推出全新战 略车型星海V6。东风商用车将基于新一代战略平台D600，推出首款新能源车型东风天龙KH牵引车，致 力于在每一个细分市场，打造能赢得用户口碑的爆款车型。 1月31日，"新起点 新征程——2026年东风汽车媒体创享会"在北京举行，共同见证东风汽车在深刻变革 中的坚定步伐与向上力量。东风汽车集团及旗下自主乘商、合资等品牌相关负责人悉数参加，全方位解 读"一个东风"战略协同下各业务板块的发展路径，成为东风汽车与媒体界深化沟通、凝聚共识的重要平 台，传递出重塑东风新辉煌的坚定决心。 2025年，中国汽车行业进入发展深水区，东风汽车坚持"做难而正 ...

东风汽车股份有限公司将免费为召回范围内的车辆进行检查，根据检查结果为车架纵梁安装加强件或更 换带有加强件的车架；并在纵梁外侧增加平面加强板，更换改进后的后减震器及减震器支架，以消除安 全隐患。 东风汽车股份有限公司将通过东风汽车股份有限公司服务站以电话、挂号信等方式，通知有关用户此次 召回事宜。用户可以拨打客户服务热线：400-623-4308（24小时手机拨打）、0710-3398409（座机拨 打）进行咨询。此外，也可登录市场监管总局召回中心网站www.samrdprc.org.cn，关注微信公众号 （SAMRDPRC），了解更多信息，反映缺陷线索。 经济观察网 据市场监管总局网站消息，日前，东风汽车股份有限公司根据《缺陷汽车产品召回管理条 例》和《缺陷汽车产品召回管理条例实施办法》的要求，向国家市场监督管理总局备案了召回计划。 召回编号S2026M0009V：自即日起，召回2021年4月26日至2022年12月19日期间生产的部分EV18纯电动 厢式物流车，共计6482辆。 本次召回范围内的车辆，由于后减震器支架安装铆钉处的车架纵梁强度不足，在特殊工况下长期使用， 可能导致车架纵梁与后减震器支架开裂。极 ...

当下，东风汽车已迈入"规模与效益"良性循环新阶段。 近日，东风汽车宣布，2026年锚定整体年销量325万辆的目标。其中，新能源汽车目标年销量170万辆，出口60万 辆。 据了解，2025年，东风汽车新能源汽车销量为105万辆，同比增长21%，全年自主品牌销量突破150万辆，占总销 量比重超60%。 值得一提的是，东风汽车当前还在智驾上发力。 近日，商汤绝影联合东风汽车推出行业首个生成式智驾量产方案，打破传统技术路径局限，实现技术先进性与量 产可行性的双重突破，将覆盖东风汽车多款车型，实现量产智驾体验全面升级。 力争新能源车销量170万辆 近日，在"2026年东风汽车媒体创享会"上，东风汽车宣布，2026年锚定整体年销量325万辆的目标。其中，新能源 汽车目标年销量170万辆，出口60万辆。 2025年，东风汽车新能源汽车销量为105万辆，同比增长21%，全年自主品牌销量突破150万辆，占总销量比重超 60%，标志着东风转型从"投入期"进入"收获期"，迈入"规模与效益"良性循环新阶段。 按照规划，2026年新一代马赫动力系统、高性能DF30芯片将实现规模化"上车"；"天元智能"加速落地，T200智驾 系统大规模 ...

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].

经历了2025年底的"疯狂冲量"后，2026年第一个月的重卡市场呈现出批发走强、零售走弱的发展态势。 1月重卡销量同比上涨4成，市场分化明显 根据第一商用车网最新掌握的数据，2026年1月份，我国重卡市场共计销售约10.1万辆（批发口径，包含出口和新能源），环比2025 年12月基本持平，比上年同期的7.22万辆大幅增长约40%。超10万辆的月销量，也为2026年的重卡市场开了一个好头。 2020-2026年我国重卡市场销量月度走势图（单位：辆） 2026年重卡行业能实现同比大涨的主要原因，其实是主要厂家争"开门红"使然。 首先，1月份国内终端销量表现欠佳（预计不到4万辆，同比约为 -5%—10%），新能源重卡终端销量更是预计环比下降超过80%。这 背后反映出的是重卡市场透支以及春节前的购车需求走弱；但批发仍在增长，核心驱动力是重卡厂家确保2026年"开门红"、鼓舞公司 上下以及产业链合作伙伴信心的营销策略。同时，批发"开门红"也有助于经销体系提前铺货，为传统春节后的销售旺季到来做好准备。 其次，2025年末重卡行业有部分批发销量"结转"到2026年一季度，也在一定程度上推高了1月份的重卡批发销量。受2025 ...

Group 1 - Dongfeng Motor Corporation has applied for a patent titled "A Battery Thermal Management Method, System, Device, and Readable Storage Medium," with publication number CN121425041A, and the application date is December 2025 [1] - The patent describes a battery thermal management method that includes obtaining the required power for preheating the power battery pack when preheating conditions are met, calculating the preheating current based on the required power and the current voltage of the battery pack, and controlling the DC charging unit to output the preheating current [1] - The method involves real-time monitoring of the battery pack's temperature to determine if it has reached a preset temperature threshold, and if so, normal charging is executed; if not, the preheating current is adjusted until the temperature threshold is met, ensuring safety and precision during the preheating process [1] Group 2 - Dongfeng Motor Corporation was established in 1999 and is located in Xiangyang, primarily engaged in the automotive manufacturing industry [2] - The company has a registered capital of 2 billion RMB and has made investments in 16 enterprises, participated in 3,657 bidding projects, and holds 2,986 patent records [2] - Additionally, the company has 155 trademark records and 773 administrative licenses [2]

据经济观察报-经济观察网 2026年1月，长城汽车销售新车9.03万辆，同比增长11.59%，环比下滑 27.18%。其中，海外销量同比增长43.77%。哈弗品牌销售5.05万辆，同比增长4.03%；魏牌销售7873 辆，同比增长57.24%；坦克品牌销售1.45万辆，同比增长12.92%。上汽集团虽未公布总体销量，但其部 分业务单元已发布数据。上汽乘用车体系中的荣威、MG销量零售超7.8万辆，同比增长9.8%；上汽通用 五菱1月全球销量10.58万辆；上汽通用终端交付5.1万辆，同比增长8.2%。东风汽车旗下，岚图汽车1月 交付1.05万辆，同比增长31%；奕派科技销量2.13万辆，同比增长145%；猛士汽车销售1008辆，同比增 长300%。 ...