【周度分析】车市扫描(2026年1月12日-1月18日)

Group 1: Market Overview - From January 1 to 18, the national retail sales of passenger cars reached 679,000 units, a year-on-year decrease of 28% compared to the same period last year, and a month-on-month decrease of 37% [1] - The wholesale volume of passenger cars during the same period was 740,000 units, down 35% year-on-year and down 30% month-on-month [1] - In the new energy vehicle sector, retail sales were 312,000 units, a year-on-year decrease of 16% and a month-on-month decrease of 52% [1] Group 2: Production Trends - In the first two weeks of January, the production of pure fuel light vehicles was 91,000 units, down 85% year-on-year and down 77% month-on-month [2] - The production of hybrid and plug-in hybrid vehicles during the same period was 139,000 units, down 65% year-on-year and down 75% month-on-month [2] Group 3: Policy Impact - The National Development and Reform Commission announced a policy to promote large-scale equipment updates and trade-in subsidies, which is expected to boost domestic car consumption [5] - The subsidy for scrapping and updating passenger vehicles is projected to decrease by 20% to 30% by 2026, while commercial vehicle subsidies remain strong [5][10] Group 4: Sales and Wholesale Trends - The average daily retail sales for the first week of January were 30,000 units, down 32% year-on-year, while the second week saw an average of 50,000 units, down 22% year-on-year [5] - The wholesale average for the first week was 35,000 units, down 40% year-on-year, and for the second week, it was 51,000 units, down 28% year-on-year [8] Group 5: Economic Context - In 2025, the total retail sales of consumer goods reached 501.2 billion yuan, a year-on-year increase of 3.7%, while automotive consumption decreased by 2% [9] - The production of automobiles in December 2025 was 3.41 million units, a year-on-year decrease of 3%, while new energy vehicle production increased by 9% [10] Group 6: Engine Market Stability - Despite the rapid development of the new energy vehicle industry, the automotive engine market remains stable, with gasoline engines maintaining a dominant position [11] - The production of gasoline engines reached 21.13 million units in 2025, while diesel engine production decreased to 2.61 million units due to market adjustments and stricter environmental policies [11] Group 7: Pickup Truck Market Growth - In December 2025, the pickup truck market sales reached 52,000 units, a year-on-year increase of 8.8%, with total sales for the year at 589,000 units, up 11.8% [12] - The export of pickup trucks in December was 28,000 units, a year-on-year increase of 12%, with total exports for the year reaching 300,000 units, up 21% [13]