乘联分会：2月1-8日全国乘用车新能源市场零售11.9万辆 同比增长42% 环比增长41%

Group 1: Market Performance - From February 1-8, the retail sales of new energy vehicles in the national passenger car market reached 119,000 units, a year-on-year increase of 42% and a month-on-month increase of 41%. Cumulative retail sales for the year so far are 715,000 units, down 14% year-on-year [1] - During the same period, wholesale sales of new energy vehicles by manufacturers reached 125,000 units, a year-on-year increase of 39% and a month-on-month increase of 3%. Cumulative wholesale sales for the year are 989,000 units, up 1% year-on-year [1] - The retail penetration rate of new energy vehicles in the passenger car market was 36.4%, while the wholesale penetration rate was 43.9% [1] Group 2: Production Insights - In the first week of February, production of pure fuel light vehicles was 158,000 units, a year-on-year increase of 276% and a month-on-month increase of 139% [1] - Production of hybrid and plug-in hybrid vehicles totaled 73,000 units, a year-on-year increase of 70% but a month-on-month decrease of 28% [1] Group 3: Sales Trends and Seasonal Factors - The first week of February saw an average daily retail of 41,000 units, a year-on-year increase of 54% and a month-on-month increase of 37% [4] - The sales performance in February is expected to be strong due to the extended sales period before the Spring Festival, which falls on February 10 this year, providing a favorable environment for sales [4] - The pre-Spring Festival sales period typically sees lower sales for manufacturers due to longer transportation times and potential weather disruptions, impacting dealer sales [8] Group 4: Pricing and Promotions - Since 2025, the promotion and discount strategies in the passenger car industry have returned to rationality, with a noticeable improvement in market order [12] - In January 2026, the average price reduction for new energy vehicles was 25.3 million yuan, with an average reduction of 3.8 million yuan, representing a significant reduction of 14.8% [12] - The overall promotion pressure for conventional fuel vehicles and hybrid vehicles is relatively low, while the promotion for pure electric vehicles has decreased significantly due to price reductions [13] Group 5: Used Car Market - In 2025, the national used car market saw a transaction volume of 20.11 million units, a year-on-year increase of 2.5%, with a transaction value of 128.98 billion yuan, up 0.4% [9] - The transaction volume of used new energy vehicles reached 169,000 units in December 2025, a month-on-month increase of 8.7% and a year-on-year increase of 36.5% [9] - The potential for the used car market in China is significant, especially with the rise of new energy vehicles, providing consumers with lower-cost options for car ownership [10] Group 6: Energy and Charging Infrastructure - The rapid growth of electric vehicle ownership in China has led to a significant increase in distributed mobile energy resources, enhancing the load control capabilities of charging stations [14] - The new pricing mechanism for time-of-use electricity is driven by the energy contribution of electric vehicles, facilitating a dual empowerment model for energy consumption and grid management [14]