观车 · 论势 || 小目标给足市场大信心

Group 1 - Major Chinese automakers have set ambitious sales targets for 2026, with many aiming for growth rates exceeding 10% despite industry forecasts predicting modest or negative growth [2][5] - Geely aims for a sales target of 3.45 million units in 2026, while Changan targets 3.3 million units, reflecting a 13.3% increase from 2025 [2] - New energy vehicle (NEV) sales targets are also significant, with Geely aiming for 2.22 million NEVs, a 30% increase, and Changan targeting 1.4 million NEVs, a 26.2% increase [2] Group 2 - New entrants in the automotive market are setting aggressive growth targets, with Leap Motor aiming for 1 million units, a nearly 70% increase, and NIO targeting annual growth of 40%-50% [3] - Xiaomi's automotive division has set a target of 550,000 units for 2026, while XPeng aims for 550,000 to 600,000 units, reflecting a growth rate of approximately 28.1%-39.7% [3] Group 3 - Both traditional and new automakers are focusing on international markets, with Dongfeng targeting 600,000 exports, a 100% increase, and Geely aiming for a 50%-80% increase in overseas sales [4] - The automotive industry is expected to transition from scale leadership to quality leadership in 2026, with companies needing to enhance their competitive capabilities [5]