车市平稳开局：1月汽车销售近235万辆，新能源出口逆势翻倍

Group 1 - The automotive market in January 2026 started steadily, with production and sales exceeding 2 million units, at 2.45 million and 2.346 million respectively, showing a production increase of 0.01% year-on-year but a sales decrease of 3.2% year-on-year [1] - The passenger vehicle market experienced a decline in January, with production and sales at 2.062 million and 1.988 million respectively, reflecting year-on-year decreases of 4.1% and 6.8% [2] - The commercial vehicle market continued its positive trend, with sales reaching 359,000 units, a year-on-year increase of 23.5% [2] Group 2 - The new energy vehicle (NEV) market showed stable performance in January, with production at 1.041 million units and sales at 945,000 units, representing a year-on-year production increase of 2.5% and a sales increase of 0.1% [3] - NEV exports were a highlight, with 302,000 units exported in January, a year-on-year increase of 100%, while overall automotive exports reached 681,000 units, up 44.9% year-on-year [3] - The China Automotive Industry Association (CAAM) forecasts that total automotive sales in 2026 will reach 34.75 million units, a 1% year-on-year increase, with NEV sales projected at 19 million units, a 15.2% increase [4]