车企首月成绩单出炉！小米和零跑超3万辆，理想汽车交付下滑明显

Core Viewpoint - The article discusses the January 2026 sales performance of various automotive companies, highlighting significant growth in electric vehicle (EV) sales while also noting some companies facing declines in deliveries [3][4][7]. Group 1: Sales Performance - Leap Motor reported January deliveries of 32,059 vehicles, a year-on-year increase of 27% [3]. - Xiaomi's vehicle deliveries exceeded 39,000 units in January [4]. - NIO delivered 27,182 vehicles in January, marking a 96.1% year-on-year increase, with cumulative deliveries reaching 1.0248 million units [4]. - Great Wall Motors announced total sales of 90,300 vehicles in January, up 11.59% year-on-year [4]. - Seres reported a production of 44,098 new energy vehicles, a 121.72% increase, and sales of 43,034 units, up 140.33% [5]. - GAC Group's January sales reached 116,600 vehicles, an 18.47% increase, with new energy vehicle sales at 26,000 units, up 162.9% [6]. - Lantu delivered 10,515 vehicles in January, a 31% increase [6]. - Ideal Auto's deliveries fell to 27,668 vehicles, a decline of over 7% year-on-year [7]. Group 2: Market Trends and Challenges - The automotive market in January 2026 started weakly, attributed to the adjustment of new energy vehicle purchase tax and the release of pent-up demand from the previous year [8]. - The ongoing new policies in 2026 have led to uncertainties, with some local subsidy application processes not yet finalized, causing consumers to hold off on purchases [9]. - The upcoming Chinese New Year in February raises questions about whether automotive consumption will exceed expectations, with companies expected to provide updates in early March [10].