第一商用车网·2026-02-28 10:32Core Insights - In January 2026, the sales of large and medium-sized new energy buses in China experienced a significant decline, with total sales of 2,137 units, representing a month-on-month decrease of 77.63% and a year-on-year decrease of 19.66% [1][2]. Group 1: Overall Market Performance - Despite the overall market downturn, several companies showed positive performance, with five out of the top ten companies achieving year-on-year sales growth [3][4]. - BYD led the market with 442 units sold, capturing a market share of 20.68%, and achieved a month-on-month growth of 10.22% and a year-on-year growth of 54.55% [2][3]. - Xiamen Golden Dragon returned to the top three with 260 units sold, reflecting a year-on-year increase of 6.56% [3][4]. Group 2: Competitive Landscape - Among the mid-tier companies, Zhongtong Bus sold 240 units, marking a year-on-year increase of 46.34%, while Ankai Bus saw a remarkable year-on-year increase of 725% with 198 units sold [4][6]. - Other notable performances included Suzhou Golden Dragon Haige with 183 units sold and Chery Wanda with a month-on-month growth of 5.80% and a year-on-year increase of 1.39% [4][6]. Group 3: Market Segmentation - The sales of new energy buses in January 2026 were categorized into three segments: public buses, seat buses, and other buses (including school buses), all of which experienced negative growth [6][7]. - In the public bus segment, 1,756 units were sold, with BYD leading at 442 units and a market share of 25.17% [7][8]. - The seat bus segment saw a total of 378 units sold, with Zhongtong Bus leading at 132 units and a year-on-year growth of 140% [9][10]. Group 4: Future Outlook - The overall performance in January indicates that while the market faced challenges, the potential for growth remains, supported by policies like "old-for-new" exchanges and ongoing advancements in new energy technology [12].