Core Viewpoint - The micro truck market experienced a mixed performance in 2025, ending with a slight decline of 1% in total sales, totaling nearly 430,000 units. However, the market showed a strong start in January 2026 with a significant year-on-year increase of 93% in sales [1][11]. Market Performance - In January 2026, the total sales of trucks in China reached 323,500 units, a month-on-month decrease of 10% but a year-on-year increase of 28%. The micro truck segment sold 44,500 units, marking a month-on-month decrease of 1% but a remarkable year-on-year increase of 93% [3]. - The micro truck market has shown a trend of "7 consecutive increases" since July 2025, with January 2026's sales being the second highest in the past five years, only 2,800 units less than the peak in January 2022 [5]. Sales Rankings and Market Share - In January 2026, the micro truck market had a total sales volume of 44,500 units, with a market share of 100%. The leading company, SAIC-GM-Wuling, sold 33,600 units, capturing 75.4% of the market share, followed by Shandong Kaima with 3,152 units (7.1%) and Chery with 2,916 units (6.5%) [6][9]. - The sales performance of the top companies varied significantly, with SAIC-GM-Wuling showing a year-on-year increase of 487%, while Shandong Kaima experienced a decline of 32% [6][9]. Future Outlook - The micro truck market, having started 2026 with a strong performance, raises questions about its potential for continued growth throughout the year. The significant year-on-year increase suggests a positive trend, but the overall market dynamics will need to be monitored closely [11].
五菱独食超3/4份额 凯马第二 奇瑞大涨！1月微卡超4.4万辆增93%