数据简报 | 2026年1月商用车产销情况简析

Core Viewpoint - In January 2026, the commercial vehicle market experienced a mixed performance with significant year-on-year growth in truck sales, while bus production and sales showed a decline compared to the previous month. Group 1: Overall Commercial Vehicle Performance - In January 2026, commercial vehicle production and sales reached 388,000 units and 359,000 units, representing year-on-year increases of 29.9% and 23.5%, respectively, but month-on-month declines of 6.8% and 15.6% [3]. Group 2: Bus Market Analysis - Bus production and sales totaled 38,000 units and 35,000 units in January 2026, with production increasing by 2.7% year-on-year, while sales decreased by 6.3%. Month-on-month, production and sales fell by 36.7% and 44.9%, respectively [4]. - Within the bus segment, all three major categories saw significant month-on-month declines, while medium-sized buses experienced rapid year-on-year growth, large buses had double-digit production growth but slight sales decline, and light buses showed varying degrees of decline [4]. Group 3: Truck Market Analysis - Truck production and sales reached 350,000 units and 323,000 units in January 2026, with year-on-year growth of 33.7% and 27.9%, respectively, but month-on-month declines of 1.8% and 10.4% [7]. - In the truck segment, heavy and medium trucks saw varying degrees of production decline and slight sales growth, while light trucks experienced different levels of decline. Micro trucks had rapid production growth but slight sales decline. All four major truck categories showed varying degrees of year-on-year growth [7].