Zheng Quan Ri Bao·2026-01-12 17:00Core Viewpoint - The 2026 sales targets of various automotive companies reflect a divergence in strategy, with new energy vehicle companies focusing on aggressive growth while traditional automakers prioritize stability and gradual progress [1][3]. Group 1: New Energy Vehicle Companies - New energy vehicle companies, such as Leap Motor, NIO, and Xiaomi, have set ambitious sales targets for 2026, with Leap Motor aiming for 1 million units, representing a year-on-year growth of approximately 67.6% [2]. - NIO's sales target ranges from 456,400 to 489,000 units, indicating a year-on-year growth of about 40% to 50%, while Xiaomi targets 550,000 units, reflecting a growth of around 34% [2]. - The aggressive targets are driven by the need for scale and market share, with companies like Leap Motor focusing on overseas expansion and local production to support their goals [2]. Group 2: Traditional Automakers - Traditional automakers, including Geely, Chery, and Great Wall Motors, have set more conservative sales targets, with Geely aiming for 3.45 million units and Chery targeting 3.2 million units, which represents a year-on-year growth of about 14% [3]. - Great Wall Motors has a target of 1.8 million units, reflecting a year-on-year growth of approximately 36%, while Dongfeng Group aims for 3.25 million units [3]. - The conservative approach is influenced by market pressures, policy changes, and the need to balance profitability with product structure, as the domestic market shows signs of weakening [3][4]. Group 3: Strategic Focus - Chery Group emphasizes a multi-faceted strategy involving "new fuel, new energy, new overseas markets, new businesses, and new technologies" to achieve its sales targets [4]. - The focus on overseas expansion is critical for traditional automakers, as uncertainties in export growth, particularly for electric vehicles, are anticipated in 2026 [4]. - Overall, the differentiation in sales targets reflects the industry's competitive landscape, with new energy vehicle companies aiming for rapid scale while traditional automakers focus on maintaining profitability and structural resilience [4].