经济观察报·2026-03-03 10:20Core Viewpoint - The automotive industry is experiencing pressure on new energy vehicle (NEV) sales while exports are showing significant growth, with only Geely and Changan maintaining year-on-year growth in NEV sales among seven major automotive groups [2][7]. Group 1: February Sales Performance - In February, several leading new energy vehicle companies showed a clear divergence in sales performance, with NIO delivering 20,797 vehicles, a year-on-year increase of 57.6% [3]. - Li Auto delivered 26,421 vehicles, marking a slight year-on-year increase of 0.60%, the first positive growth since June 2025 [4]. - Xpeng Motors faced a significant decline, delivering 15,256 vehicles, a year-on-year drop of 49.90% [4]. Group 2: Export Growth - SAIC Group reported total sales of 269,500 vehicles in February, a year-on-year decline of 8.64%, but NEV sales were 71,300 vehicles, down 17.18%. However, exports grew by 46.12% to 99,000 vehicles [8]. - Geely Automotive Group's February sales reached 206,200 vehicles, a 1% increase, with NEV sales at 117,500 vehicles, up 19%, and exports at 60,900 vehicles, soaring 138% [9]. - BYD's February sales were 190,200 vehicles, down 41.1%, with exports accounting for 100,600 vehicles [9]. Group 3: Brand Performance - Chery Group sold 160,800 vehicles in February, a year-on-year decrease of 11.15%, with NEV sales at 35,700 vehicles, down from 44,400 vehicles last year [10]. - Changan Automobile sold 151,900 vehicles, down 5.89%, but NEV sales increased by 6.42% to 42,300 vehicles [10]. - GAC Group's sales were 86,500 vehicles, down 12.43%, with NEV sales at 17,000 vehicles, down 11.22% [11]. Group 4: Other Notable Performances - Dongfeng Motor and BAIC Group have not yet released overall sales data, but some brands have reported figures, such as Lantu Automotive with 8,358 vehicles delivered, a year-on-year increase of 4.31% [12]. - BAIC New Energy reported sales of 7,034 vehicles, up 18.26% year-on-year [13].