Xin Jing Bao·2026-02-02 13:57Core Insights - The domestic automotive market in January 2026 experienced a significant adjustment due to policy changes and year-end promotions, with a retail market size of approximately 1.8 million vehicles, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1] Group 1: Traditional Automakers - SAIC Motor Corporation achieved sales of 327,400 vehicles in January, marking a year-on-year increase of 23.94%, making it the top-selling automaker for the month [1] - Geely Automobile Group reported sales of 270,200 vehicles, with a year-on-year growth of 1.29% and a month-on-month increase of 14.08%, being the only company to show positive growth in both metrics [1] - BYD's total sales reached approximately 210,000 vehicles, with domestic sales declining but overseas sales exceeding 100,000 vehicles, reflecting a year-on-year growth of 51.47% [1] - Chery Group's total sales across five brands exceeded 200,000 vehicles, showing a year-on-year decline of 10.7% [2] - GAC Group's sales were 116,600 vehicles, with a year-on-year increase of 18.47% [2] - Great Wall Motors sold over 90,300 vehicles, achieving a year-on-year growth of 11.59% [2] Group 2: New Energy and Emerging Automakers - Xiaomi Automobile delivered over 39,000 vehicles in January, surpassing Leap Motor for the first time [2] - Emerging automakers such as Seres, Zeekr, and NIO reported year-on-year sales growth of 104.85%, 99.7%, and 96.08% respectively, indicating strong performance in the high-growth segment [2] - The sales data for several new energy vehicle companies showed significant fluctuations, with some experiencing declines while others achieved substantial growth [4]