中汽协：1月乘用车市场有所下降 新能源汽车市场平稳运行

Core Insights - The overall automotive industry in January 2026 is operating steadily, with a decline in the passenger car market, a positive trend in the commercial vehicle market, stable performance in the new energy vehicle market, and continued growth in automotive exports [1] Group 1: Passenger Vehicle Market - In January 2026, passenger vehicle production and sales reached 2.062 million and 1.988 million units, representing year-on-year declines of 4.1% and 6.8%, and month-on-month declines of 28.4% and 30.2% [2] - Domestic sales of passenger vehicles in January 2026 totaled 1.665 million units, down 14.8% year-on-year and down 33.9% month-on-month [10] Group 2: Overall Automotive Production and Sales - In January 2026, total automotive production and sales were 2.45 million and 2.346 million units, with production increasing by 0.01% year-on-year and sales decreasing by 3.2% year-on-year, along with month-on-month declines of 25.7% and 28.3% respectively [3] Group 3: New Energy Vehicle Market - In January 2026, new energy vehicle production and sales reached 1.041 million and 945,000 units, showing year-on-year growth of 2.5% and 0.1% [6] Group 4: Commercial Vehicle Market - In January 2026, commercial vehicle production and sales were 388,000 and 359,000 units, with year-on-year increases of 29.9% and 23.5%, and month-on-month declines of 6.8% and 15.6% [7] Group 5: Automotive Exports - In January 2026, automotive exports reached 681,000 units, marking a year-on-year increase of 44.9% but a month-on-month decrease of 9.5% [9]