凤凰网财经·2026-01-08 08:09Core Viewpoint - The Chinese automotive market, particularly in the new energy vehicle (NEV) sector, is transitioning from rapid growth to a more cautious approach, with manufacturers setting more conservative sales targets for 2026 compared to previous years [2]. Group 1: Sales Targets and Growth Rates - Traditional automakers are adopting more cautious growth targets, while new entrants, despite maintaining optimism, have reduced their aggressive growth ambitions [2]. - Among seven automotive manufacturers analyzed, only Leap Motor set a doubling sales target from 500,000 units in 2025 to 1 million in 2026 [2]. - Geely has the highest sales target for 2026 at 3.45 million units, representing a 14% growth from 2025, with a projected NEV sales target of 2.22 million units, up 32% from the previous year [5]. - Dongfeng aims for a total sales target of 3.25 million units in 2026, with an estimated growth rate exceeding 30% [5]. - Chery has set a target of 3.2 million units for 2026, reflecting a 14% increase from 2025 [6]. - Great Wall Motors has adjusted its 2026 sales target down to a minimum of 1.8 million units, a 36% increase from the previous year [6]. - NIO aims for a sales target of 456,000 to 489,000 units in 2026, maintaining a growth rate of 40%-50% [7]. Group 2: Market Dynamics and Strategies - The implementation of a halved purchase tax for NEVs and adjustments to subsidy policies are introducing new variables into the domestic automotive market [2]. - Dongfeng's new brand, Yipai Technology, plans to launch six new models by 2026, indicating a strategic focus on innovation [6]. - Xiaomi has set a sales target for 2026 that exceeds a 30% increase from last year's actual sales, with plans to upgrade its vehicle lineup [8]. - The new Xiaomi SU7 is expected to launch in April 2026, featuring advanced driving assistance hardware and improved range capabilities [8].