数据简报 | 2026年2月乘用车产销情况简析

Core Viewpoint - In February 2026, the production and sales of passenger vehicles experienced a decline both month-on-month and year-on-year due to multiple factors including policy adjustments, early demand release, and the Spring Festival holiday [1]. Group 1: Production and Sales Data - In February 2026, passenger vehicle production reached 1.4 million units, while sales were 1.536 million units, representing month-on-month declines of 32.1% and 22.7%, and year-on-year declines of 21.6% and 15.4% respectively [3]. - For the first two months of 2026, passenger vehicle production totaled 3.462 million units and sales reached 3.524 million units, showing year-on-year declines of 12% and 10.7% respectively [4]. Group 2: Category Performance - In February 2026, all four major categories of passenger vehicles saw varying degrees of decline in both production and sales compared to the previous month and the same month last year [6]. - In the first two months of 2026, all four major categories of passenger vehicles also experienced declines in production and sales compared to the same period last year [7]. Group 3: Export Performance - In February 2026, passenger vehicle exports amounted to 586,000 units, showing a month-on-month decline of 0.6% but a year-on-year increase of 58% [10]. - For the first two months of 2026, passenger vehicle exports reached 1.174 million units, reflecting a significant year-on-year growth of 53.3% [8]. Group 4: Domestic Sales - In February 2026, domestic sales of passenger vehicles were 950,000 units, marking a month-on-month decline of 32.1% and a year-on-year decline of 34.2% [9]. - In the first two months of 2026, domestic sales totaled 2.35 million units, which is a year-on-year decline of 26.2% [10].