【周度分析】车市扫描(2026年2月1日-2月8日)

Group 1: Market Overview - From February 1 to 8, the national passenger car retail market sold 328,000 units, a year-on-year increase of 54% and a month-on-month increase of 37%. Cumulative retail sales for the year reached 1.872 million units, a year-on-year decrease of 7% [2][5]. - During the same period, wholesale sales of passenger cars reached 284,000 units, a year-on-year increase of 46% and a month-on-month increase of 3%. Cumulative wholesale sales for the year were 2.257 million units, a year-on-year decrease of 2% [2][8]. - The retail penetration rate for new energy vehicles (NEVs) was 36.4%, while the wholesale penetration rate was 43.9% [2]. Group 2: Production Trends - In the first week of February, production of pure fuel light vehicles reached 158,000 units, a year-on-year increase of 276% and a month-on-month increase of 139%. Production of hybrid and plug-in hybrid vehicles totaled 73,000 units, a year-on-year increase of 70% but a month-on-month decrease of 28% [3]. Group 3: Sales Dynamics - The first week of February saw an average daily retail of 41,000 units, reflecting a year-on-year increase of 54% and a month-on-month increase of 37% [5]. - The first week of February's wholesale average was 36,000 units per day, with a year-on-year increase of 46% and a month-on-month increase of 3% [8]. Group 4: Used Car Market - In 2025, the used car market saw a transaction volume of 20.11 million units, a year-on-year increase of 3%, with a transaction value of 128.98 billion yuan, a growth of 0.4% [9]. - In December 2025, the used car market transaction volume was 1.87 million units, with a month-on-month increase of 7% and a year-on-year decrease of 1.5% [9]. Group 5: Price Adjustments and Promotions - In January 2026, the average price reduction for new energy vehicles was 38,000 yuan, representing a reduction rate of 14.8%. For conventional fuel vehicles, the average price reduction was 36,000 yuan, with a reduction rate of 15% [11][12]. - The overall promotion pressure for conventional fuel and hybrid vehicles was relatively low, while promotions for new energy vehicles saw significant decreases [12]. Group 6: Energy and Charging Infrastructure - China has 43.97 million electric vehicles and a battery storage potential of 2,000 GWh, with daily public charging of 300 million kWh, enhancing the energy ecosystem [13]. - The development of electric vehicles is driving the adjustment of time-of-use electricity pricing, facilitating a dual empowerment model for energy consumption and grid management [13].