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2026年销量目标现分化: 传统车企稳健推进 新势力冲刺高增长
Zhong Guo Zheng Quan Bao· 2026-01-15 21:12
Core Insights - The automotive market in 2026 is characterized by significant differentiation in sales targets among major car manufacturers, with a total target exceeding 21.55 million units, approximately 63% of the 2025 domestic sales volume [1] - Traditional automakers are focusing on stable growth rates of 10% to 30%, while new entrants and cross-industry brands are setting aggressive targets of 34% to 67.5%, indicating a strong push for market share [1] Summary by Company - **Geely**: Set a sales target of 3.45 million units for 2026, a 14% increase from 2025, with a focus on 2.22 million units of new energy vehicles (NEVs), achieving a penetration rate of 64.3% [1] - **Chery**: Aims for 3.2 million units, a 14.03% increase from 2025's 2.81 million units, with plans to launch 17 key models [2] - **Dongfeng Group**: Targets 3.25 million units, a 30% increase from 2025, with 1.7 million NEVs and 600,000 units for export [2] - **Great Wall Motors**: Sets a more conservative target of 1.8 million units, a 36% increase from 2025's 1.32 million units [2] - **Leap Motor**: Aims for 1 million units, a 67.5% increase from 2025's 596,600 units, leveraging core technology and a competitive parts system [2] - **Xiaomi**: Targets 550,000 units, a 34% increase from 2025's 410,000 units, emphasizing a stable expansion strategy [3] - **NIO**: Plans for a sales range of 456,000 to 489,000 units, maintaining a growth rate of 40% to 50% [3] - **GAC Toyota**: Sets a conservative target of 800,000 units, a 3.6% increase from 2025 [3] - **SAIC Volkswagen**: Aims for 1 million units, maintaining 2025 levels, with plans for 7 new NEV models [3] Market Dynamics - The automotive industry is shifting from incremental expansion to competition within existing market shares, with varying growth rates reflecting companies' strategies and market conditions [4] - Traditional automakers are generally targeting growth rates between 13% and 30%, with NEV sales growth rates significantly higher, indicating a consensus on NEVs as the main growth driver [4] - New energy vehicle sales targets are notably higher than overall sales targets, with Geely and Changan targeting 32% and 26.2% growth rates respectively [4] Strategic Considerations - The high growth targets set by new entrants are driven by the need for scale to improve cash flow and profitability, but achieving these targets will require strong organizational capabilities [5] - Key factors influencing the achievement of sales targets include the rollout of new energy products, success in overseas markets, and the overall capability of the companies [6] - The industry is expected to see a 4.3% growth in exports, with companies like BYD targeting 1.5 to 1.6 million units for overseas sales [6]
传统车企稳健推进 新势力冲刺高增长
Zhong Guo Zheng Quan Bao· 2026-01-15 20:48
2026年车市大幕初启,主流车企陆续披露年度销量目标,勾勒出存量竞争下的发展图景。截至目前,已 有吉利、长安、奇瑞、零跑、小米等10余家主流车企明确今年销量目标,总量合计超2155万辆,约相当 于2025年国内汽车总销量的63%。整体呈现显著分化:传统自主车企锁定10%至30%的稳健增速,聚焦 新能源车与出海双引擎;新势力及跨界品牌则以34%至67.5%的激进目标抢占份额,凸显规模突围诉 求。这些数字背后既是车企对市场趋势的判断,更是对产品、技术与渠道体系的综合校验。 ● 本报记者 龚梦泽 销量目标呈现分化 从披露主体来看,已公布目标的车企覆盖传统自主巨头、造车新势力、合资品牌三大阵营,目标设定与 企业发展阶段高度绑定,核心领导的公开表态进一步揭示战略方向。 小米汽车以55万辆为目标,同比增长34%,在2025年超额完成41万辆交付后,计划推出多款新车完善矩 阵,小米集团创始人雷军在公开直播中强调"订单驱动产能"的稳健扩张逻辑。蔚来则采用区间目标表 述,公司创始人兼CEO李斌提出每年保持40%至50%的销量稳定增速,对应2025年32.6万辆的交付基 数,2026年销量目标区间为45.6万至48.9万辆,将增 ...
53位抖音创作者独家探访12项大国重器,近距离呈现科技硬实力
Sou Hu Cai Jing· 2026-01-15 18:56
来源:快科技 2025年末,抖音联合中国上市公司协会推出《燃起来了!大国重器》专项,邀约@小Lin说 @直男财经 等53位优质内容创作者,探访12家处于全球行业顶峰的中国领军企业,深入一系列常人难以触及的工程 现场与研发核心,让这些大国重器以更亲和、更日常、更近距离的方式走进公众视野。相关内容已在抖 音陆续上线,用户搜索"燃起来了大国重器"即可在线观看。 活动中,抖音通过"创作阶梯计划"等专项机制为创作者提供稀缺的实地场景、深度的专家资源、直接的 行业对接以及流量倾斜等支持。创作者们深入承担世界最长海底高铁隧道建设的中国铁建、总规模位居 全球第一的中国核电、国内首次尝试商业可回收火箭发射的蓝箭航天等企业,以独特视角记录国之重器 工作现场,推动硬核科技从专业领域突破圈层,走近大众。 数据显示,参与此项目的创作者粉丝总量超1.7亿,共发布56条独家深度探访视频。主话题#燃起来了大 国重器 上线仅一个月,播放量突破40亿次,点赞超6000万次,相关话题数十次登上全网热榜。 @小Lin说 拍"入地",@直男财经 把镜头对准了"上天"。为拍摄中国首枚正式发射的轨道级可回收运载 火箭"朱雀三号",他深入蓝箭航天"蹲点"四 ...
电动汽车市场遇冷 福特汽车与比亚迪洽谈混合动力汽车电池合作
Xin Lang Cai Jing· 2026-01-15 17:05
据知情人士透露,福特汽车和比亚迪正在商谈合作事宜,福特将为旗下部分混合动力车型向比亚迪采购 电池。 知情人士称,两家公司仍在讨论合作方式。其中一个想法是,福特将从比亚迪进口电池到福特在美国以 外的工厂。 知情人士称,两家公司仍在讨论合作方式。其中一个想法是,福特将从比亚迪进口电池到福特在美国以 外的工厂。 福特上个月表示,面对需求下滑的局面,该公司将调整战略,不再专注于生产电动汽车,并将计提预计 195亿美元的费用,主要与电动汽车业务相关。该公司表示,目标是到2030年,混合动力车、增程式插 电混动车和纯电动汽车的销量约占其全球总销量的一半。 与此同时,福特计划加强其燃油车产品线,并扩大混合动力汽车的选择。为此,福特需要更多适用于混 合动力汽车的电池。 比亚迪已在其加州客车制造厂为商用车生产了一些电池,但尚未在美国生产过乘用车电池。一些美国汽 车制造商与外国电池制造商建立了合作关系。通用汽车和福特都与韩国公司成立了合资企业。 福特正在密歇根州马歇尔建设一家电池厂,计划利用电池制造商宁德时代的技术生产成本更低的电芯。 该工厂招致了共和党议员的批评,他们对该交易和项目展开了调查。福特预计这家密歇根州工厂将于今 年 ...
Ford, China's BYD in Talks for Hybrid-Vehicle Batteries After EV Market Flames Out
WSJ· 2026-01-15 16:49
A deal, if completed, would likely involve Ford buying the Chinese carmaker's batteries for its factories outside the U.S., according to people familiar with the matter. ...
Ford, BYD in talks for hybrid vehicle battery deal, WSJ reports
Reuters· 2026-01-15 16:47
Ford and BYD are in talks about batteries for hybrid vehicles as the Detroit automaker deals with waning demand for electric vehicles, the Wall Street Journal reported on Thursday, citing people familiar with the matter. ...
Ford, BYD in Talks for Hybrid-Vehicle Batteries After EV Market Flames Out
WSJ· 2026-01-15 16:29
A deal, if completed, would likely involve Ford buying BYD batteries for its factories outside the U.S., according to people familiar with the matter. ...
加盟智界后,赵长江最大的对手是曾经的自己
21世纪经济报道· 2026-01-15 14:16
Core Viewpoint - The article discusses the recent appointment of Zhao Changjiang, a former BYD executive, as the Executive Vice President of Zhijie Auto, highlighting the challenges and expectations surrounding the launch of their first MPV model, the Zhijie V9, in a competitive market [4][5][18]. Group 1: Zhao Changjiang's Background and Achievements - Zhao Changjiang joined BYD in 2009 and quickly rose through the ranks, becoming the youngest sales manager in the company's history by 2017 [7]. - He played a crucial role in the development of high-end electric vehicles, including the BYD Han EV, and successfully revitalized the struggling Tengshi brand, leading to the launch of the Tengshi D9, which achieved over 103,460 units sold in 2025 [8][9]. - Under Zhao's leadership, Tengshi's average vehicle price increased from 250,000 yuan to 380,000 yuan, significantly enhancing the brand's market position [9]. Group 2: Challenges Faced by Zhijie Auto - Zhijie Auto, launched in September 2023, initially gained attention with the S7 model but faced significant delivery issues, with only 794 units delivered against over 20,000 orders due to production delays [14][15]. - The brand underwent a strategic restructuring, with a focus on independent operations and a partnership with Chery for manufacturing, which aimed to resolve previous production bottlenecks [15]. - The upcoming Zhijie V9 is positioned as a flagship product, emphasizing space, range, and safety, with a target to penetrate the high-end MPV market [17][18]. Group 3: Market Position and Future Outlook - The Zhijie V9 aims to leverage Chery's manufacturing capabilities and Huawei's technological support to establish a strong presence in the competitive MPV segment [18]. - Zhao Changjiang's ability to replicate his past successes in a more challenging market will be closely monitored, as the industry anticipates whether Zhijie can avoid the pitfalls of relying on a single successful model [18]. - The V9's features include a comprehensive safety system and a maximum range of over 1250 km, positioning it as a strong contender in the high-end MPV market [17].
向质而行!2025中国汽车驶出增长新动能
Zhong Guo Jin Rong Xin Xi Wang· 2026-01-15 13:33
新能源MPV不断升级,大空间、多座位的"奶爸车"轻松容纳全家舒适出行;满足个性化需求,多款新 能源智慧越野车热销,既能攀爬45度斜坡,又能实现1000公里综合续航……回眸2025年我国汽车市场, 新车型、新配置不断涌现,让不少消费者感慨"挑花了眼"。 市面频频上新,数据印证产销两旺:2025年,我国新能源汽车产销分别完成1662.6万辆和1649万辆,同 比分别增长29%和28.2%,连续11年位居全球第一。 转自:新华社 新华财经北京1月15日电 (记者唐诗凝、龚联康、田金文)汽车产销量双双突破3400万辆,新能源汽车 产销量均超1600万辆,国内新车销量中新能源汽车占比超过一半—— 打开新出炉的2025年中国汽车产业成绩单,汽车产销规模迈上新台阶,连续17年居全球首位,产业结构 朝着更优方向持续升级。 汽车产业是国民经济的重要支柱产业。一台汽车的生产与流通,串联起数十个行业、上万个零部件的精 密协作与高效运转。中国汽车产业交出的新答卷,彰显复杂变局下中国经济的强大韧性,更让我们清晰 窥见"十五五"乃至更长远未来中国产业变革中不断积蓄的澎湃动能。 上新,勾勒车市上扬线 中国汽车工业协会副秘书长陈士华分析,在 ...
2025年车市销量创新高,TOP5车企“吃掉”半数天下
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-15 13:22
21世纪经济报道记者 焦文娟 2025年,中国汽车市场在结构性增长中再创新高。 根据中国汽车工业协会(下称"中汽协")在1月14日披露的数据,2025年,中国汽车产销分别完成 3453.1万辆和3440万辆,同比分别增长10.4%和9.4%,连续17年位居全球第一。 中汽协副秘书长陈士华指出,过去五年,中国汽车产销规模已从约2500万辆跃升至超3400万辆,行业营 业收入突破10万亿元。 结构性增长最显著的体现是新能源车的引领。2025年,新能源汽车国内销量达1387.5万辆,同比增长 19.8%,增速远超行业整体。其中新能源乘用车渗透率高达54%,意味着每卖出两辆乘用车,至少有一 辆是新能源车。 中国品牌成为增长的另一核心引擎。2025年中国品牌乘用车销量达2093.6万辆,同比增长16.5%,市占 率升至69.5%,较2024年同期提升4.3个百分点。这一份额创下自2018年以来的历史新高。 这一成绩的取得,并非依靠过往激烈的"价格战"。乘联分会秘书长崔东树曾发文表示,2025年乘用车行 业促销与降价行为均回归理性,市场秩序明显改善。数据显示,2025年前十个月上市新车中仅156款降 价,规模相对温和。 ...