1月商用车销36万辆 重卡10.5万劲增46% 新能源表现亮眼 | 头条

Core Viewpoint - The automotive industry in January 2026 showed stable overall performance, with the commercial vehicle market continuing to improve, the new energy vehicle market operating steadily, and exports maintaining growth. Group 1: Production and Sales Data - In January 2026, automotive production and sales reached 2.45 million and 2.346 million units, respectively, with production increasing by 0.01% year-on-year and sales decreasing by 3.2% year-on-year, and month-on-month declines of 25.7% and 28.3% [1] - Commercial vehicle production and sales were 388,000 and 359,000 units, showing year-on-year growth of 29.9% and 23.5%, but month-on-month declines of 6.8% and 15.6% [1] - Heavy-duty truck sales reached 105,000 units, marking a year-on-year increase of 46% [2][3] Group 2: Commercial Vehicle Breakdown - In January 2026, domestic sales of commercial vehicles reached 266,000 units, a year-on-year increase of 23.4%, but a month-on-month decline of 15.1% [4][7] - Domestic sales of trucks were 244,000 units, up 29.7% year-on-year, while bus sales were 22,000 units, down 19.8% year-on-year [4] - Exports of commercial vehicles exceeded 90,000 units, increasing by over 23% year-on-year [5][8] Group 3: New Energy Vehicles - Domestic sales of new energy commercial vehicles reached 60,000 units, a year-on-year increase of 61.9%, but a month-on-month decline of 49.9%, accounting for 22.6% of total domestic commercial vehicle sales [10] - Exports of new energy commercial vehicles were 6,000 units, showing a year-on-year decrease of 1.4% but a month-on-month increase of 9.9% [11] Group 4: Policy Impact - The China Automotive Industry Association noted that in January 2026, a series of policies were introduced to support the economy and improve people's livelihoods, which are expected to stabilize market demand and promote steady industry operation [11]