Di Yi Cai Jing·2026-02-01 15:12Core 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]