产业运行 | 2026年1月汽车工业产销情况简析

Core Viewpoint - The automotive industry in January 2026 is experiencing a stable overall operation, with a decline in the passenger car market, a positive trend in the commercial vehicle market, stable performance in the new energy vehicle market, and continued growth in automotive exports. The decline in the market is attributed to changes in new energy vehicle purchase tax policies, the annual transition of local car purchase subsidy policies, and some consumer demand being released in advance in 2025 [1]. Group 1: Passenger Vehicle Market - In January 2026, passenger car production and sales reached 2.062 million and 1.988 million units, representing a year-on-year decline of 4.1% and 6.8%, and a month-on-month decline of 28.4% and 30.2% [3]. - Domestic sales of passenger vehicles in January 2026 totaled 1.665 million units, showing a year-on-year decline of 14.8% and a month-on-month decline of 33.9% [10]. Group 2: Overall Automotive Production and Sales - In January 2026, total automotive production and sales were 2.45 million and 2.346 million units, with production increasing by 0.01% year-on-year, while sales decreased by 3.2% year-on-year. Month-on-month, production and sales fell by 25.7% and 28.3% respectively [4]. Group 3: Commercial Vehicle Market - In January 2026, commercial vehicle production and sales reached 388,000 and 359,000 units, marking a year-on-year increase of 29.9% and 23.5%, with month-on-month declines of 6.8% and 15.6% [5]. Group 4: New Energy Vehicle Market - In January 2026, new energy vehicle production and sales were 1.041 million and 945,000 units, reflecting a year-on-year growth of 2.5% and 0.1% [6]. Group 5: Automotive Exports - In January 2026, automotive exports totaled 681,000 units, showing a year-on-year increase of 44.9%, although there was a month-on-month decline of 9.5% [7].