2026年1月新势力销量分析：头部洗牌激烈 鸿蒙智行登顶

Core Viewpoint - The new energy vehicle market in China is experiencing a seasonal downturn in January 2026, with most new car manufacturers showing a month-on-month decline in sales due to various factors such as the end of purchase tax subsidies and the upcoming Spring Festival [1] Group 1: Sales Performance - The top three new energy vehicle brands in January 2026 are Hongmeng Zhixing, Xiaomi Auto, and Leap Motor, all surpassing 30,000 units in sales [3] - Hongmeng Zhixing leads with 57,915 units sold, marking a 66% year-on-year increase, driven primarily by its core brand, Aito, which contributed over 40,000 units [2][3] - Xiaomi Auto achieved over 39,000 units, a 95% year-on-year increase, attributed to the YU7 model while preparing for the new generation SU7 launch [5] - Leap Motor sold 32,059 units, a 27% year-on-year increase, but faced a 46.9% month-on-month decline [7] Group 2: Second and Third Tiers - Li Auto delivered 27,668 units, experiencing a 7.5% year-on-year decline and a 37.5% month-on-month decline, attributed to its L series model being in the mid-product lifecycle [8] - NIO delivered 27,182 units, a 96.1% year-on-year increase but a 43.5% month-on-month decline, with the new ES8 model being a significant contributor [10] - Zeekr reported 23,582 units sold, a 99.7% year-on-year increase, but a 21.2% month-on-month decline, indicating its competitive position in the high-end electric vehicle market [11] - XPeng delivered 20,011 units, a 34% year-on-year decline and a 46.6% month-on-month decline, with the XPeng X9 model showing strong performance [13] - Lantu achieved 10,515 units, a 31% year-on-year increase, continuing its growth trend in January [13] - Zhiji faced a significant seasonal impact with 5,017 units sold, down from over 10,000 units at the end of 2025, but is expected to recover with new models [14] Group 3: Market Dynamics - The overall market performance in January indicates that new energy vehicle brands are facing month-on-month pressure, influenced by multiple external factors rather than a fundamental decline in market demand [16] - Future product iterations and market strategies will be crucial for new energy vehicle brands in maintaining competitiveness throughout the year [16]