数据简报 | 2026年2月商用车产销情况简析

Core Viewpoint - The commercial vehicle market in China experienced a significant decline in production and sales in February 2026, with both trucks and buses showing double-digit decreases compared to previous periods [1][2]. Group 1: Overall Market Performance - In February 2026, commercial vehicle production and sales reached 273,000 units and 269,000 units, respectively, representing a month-on-month decline of 29.7% and 24.9%, and a year-on-year decline of 14.1% and 14% [2][3]. - For the first two months of 2026, commercial vehicle production and sales totaled 660,000 units and 627,000 units, showing a year-on-year growth of 7% and 3.9% [4]. Group 2: Bus Market Performance - In February 2026, bus production and sales were 28,000 units and 29,000 units, with month-on-month declines of 26% and 17.5%, and year-on-year declines of 23.5% and 14.9% [6]. - In the bus segment, large buses saw a double-digit decrease in production but a double-digit increase in sales compared to the previous month, while other bus categories experienced declines [7]. Group 3: Truck Market Performance - In February 2026, truck production and sales were 245,000 units and 240,000 units, with month-on-month declines of 30.1% and 25.7%, and year-on-year declines of 12.9% and 13.9% [9]. - In the truck segment, all four categories of trucks showed varying degrees of decline compared to the previous month, while year-on-year comparisons indicated a double-digit decrease in production for micro trucks but a double-digit increase in sales [9].