2026年1月，在政策切换与年终促销透支的双重作用下，国内车市经历深度调整。 据乘联分会初步推算，1月狭义乘用车零售市场规模约为180万辆，环比下降20.4%，同比微增0.3%。多家传统车 企和造车新品牌发布的销量数据也显示，今年1月汽车市场整体呈现销量环比下滑、同比上扬的局面。 上汽集团1月销量达32.74万辆，同比增长23.94%，为当月销量规模最高的车企。 吉利汽车集团1月乘用车销量达27.02万辆，同比增长1.29%，环比增长14.08%，成为目前唯一实现同环比正增长的 企业。 比亚迪1月销量国内下滑、海外增长。当月总销量约21万辆，其中海外市场销量超10万辆，同比增长51.47%。海 外市场的快速拓展正成为比亚迪重要的增长引擎。比亚迪品牌及公关部门总经理李云飞年初透露，公司计划在 2026年向中国以外地区销售130万辆汽车。 （文章来源：新京报） 新势力车企中，小米汽车1月交付量超3.9万辆，首次超越零跑汽车。赛力斯、极氪、蔚来1月销量同比分别增长 104.85%、99.7%和96.08%，成为当月表现亮眼的高增长梯队。 吉利汽车集团 14.08% 270167 1% 比亚迪 210051 -30. ...

Core Insights - The domestic automotive market in January 2026 experienced a significant adjustment due to policy changes and year-end promotions, with a retail market size of approximately 1.8 million vehicles, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1] Group 1: Traditional Automakers - SAIC Motor Corporation achieved sales of 327,400 vehicles in January, marking a year-on-year increase of 23.94%, making it the top-selling automaker for the month [1] - Geely Automobile Group reported sales of 270,200 vehicles, with a year-on-year growth of 1.29% and a month-on-month increase of 14.08%, being the only company to show positive growth in both metrics [1] - BYD's total sales reached approximately 210,000 vehicles, with domestic sales declining but overseas sales exceeding 100,000 vehicles, reflecting a year-on-year growth of 51.47% [1] - Chery Group's total sales across five brands exceeded 200,000 vehicles, showing a year-on-year decline of 10.7% [2] - GAC Group's sales were 116,600 vehicles, with a year-on-year increase of 18.47% [2] - Great Wall Motors sold over 90,300 vehicles, achieving a year-on-year growth of 11.59% [2] Group 2: New Energy and Emerging Automakers - Xiaomi Automobile delivered over 39,000 vehicles in January, surpassing Leap Motor for the first time [2] - Emerging automakers such as Seres, Zeekr, and NIO reported year-on-year sales growth of 104.85%, 99.7%, and 96.08% respectively, indicating strong performance in the high-growth segment [2] - The sales data for several new energy vehicle companies showed significant fluctuations, with some experiencing declines while others achieved substantial growth [4]

Group 1: Overall Market Performance - In January 2026, major domestic automotive groups reported strong sales performance, with several companies achieving year-on-year growth in sales [2][5][19] - SAIC Motor Corporation sold 327,413 vehicles in January, marking a 23.9% increase year-on-year [5] - Geely Automobile's sales reached 270,167 units, a 1% increase year-on-year, with a 14% month-on-month growth [8] Group 2: Brand-Specific Performance - SAIC's self-owned brands accounted for 65.3% of total sales, with a 39.6% increase in sales of self-owned brands [5] - Geely's new energy vehicle sales reached 124,252 units, representing 46% of total sales, with a year-on-year growth of approximately 3% [8][9] - BYD's total new energy vehicle sales were 210,051 units, a decline of 30.11% year-on-year, but overseas sales surged by 51.47% [12] Group 3: Export and Overseas Market Growth - Chery Group maintained its position as the top exporter of Chinese automobiles, with exports reaching 119,605 units, a year-on-year increase of 48.1% [15] - SAIC's overseas sales reached 105,000 units, a 51.7% increase year-on-year, highlighting the growing importance of international markets [6] - BYD's overseas market expansion is becoming a significant growth driver, with nearly half of its total sales coming from exports [12] Group 4: Future Outlook and Strategies - Geely plans to launch 1-2 new products each quarter in 2026, aiming for an annual sales target of 3.45 million units [9] - GAC Group has set ambitious overseas sales targets for 2026, aiming for 250,000 units, with a goal of reaching 100,000 units in the Asia-Pacific market by 2027 [19] - Dongfeng Motor plans to introduce five new models in 2026 to support its growth in the new energy sector [24]

註： 其中：新能源銷量47,393輛，出口銷量116,985輛。 請注意，本公告所披露之數字均屬未經審計，尚未經本公司核數師確認，並可能 須予調整及最終確認。股東及潛在投資者務請於本集團財務業績公佈後審慎查閱。 承董事會命 奇瑞汽車股份有限公司 尹同躍先生 董事長 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 Chery Automobile Co., Ltd. 奇瑞汽車股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9973） 未經審核之二零二六年一月銷量 奇瑞汽車股份有限公司（「本公司」，連同其附屬公司統稱為「本集團」）董事會欣然 宣佈，本集團於二零二六年一月的五大品牌總銷量為191,496輛汽車，較去年同期 減少約10.7%。詳細如下： | | | | | | 去年同期 | | | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年同期 | | 今年累計 | 累計 | ...

（记者 曾健辉） 每经AI快讯，长城汽车2月1日晚间发布公告称，长城汽车2026年1月汽车总销量约9.03万辆，同比增加 11.59%；今年累计销量约9.03万辆，同比增加11.59%。 每经头条（nbdtoutiao）——特朗普大动作，金价30小时暴跌670美元！此前两周狂飙21%，也与他有 关！后市怎么走？各大机构表态，专家解读 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

从品牌来看，丰田与雷克萨斯共销售1050万辆，大发约70万辆，日野约12万辆。从市场来看，丰田汽车 在北美市场销量251.8万辆，增长8%；在欧洲市场创纪录销售122.9万辆；在中国销售178万辆，微增 0.2%，是唯一实现正增长的日系品牌。 1月29日，丰田汽车集团公布2025年销量数据，2025年全球销量达1132万辆，同比增长4.6%，创历史新 高。丰田连续6年位居全球汽车制造商销量榜首，与第二名大众集团的差距扩大至约150万辆。 ...

丰田汽车公司周四表示，其2025年全球销量增长4.6%，达到创纪录的 1130 万辆，连续第六年蝉联全球 最畅销汽车制造商的宝座。 2025 年，丰田和雷克萨斯品牌的汽车销量增长了 3.7%，达到 1050 万辆，这也是一个新的纪录，得益 于美国对混合动力汽车的强劲需求。 对美国的出口量增长了 14.2%，达到约 61.5万辆，其中 RAV4 越野车是最受欢迎的车型之一。 在中国，丰田的销量小幅上升了 0.2%，这是四年来首次没有出现下滑，尽管在世界最大的汽车市场中 竞争十分激烈。 2025年，油电混动车型占丰田全球销量的 42%，而纯电动汽车占 1.9%。 责任编辑：于健 SF069 丰田汽车公司周四表示，其2025年全球销量增长4.6%，达到创纪录的 1130 万辆，连续第六年蝉联全球 最畅销汽车制造商的宝座。 该公司的销量数据包括丰田和雷克萨斯品牌汽车，以及子公司大发和日野汽车的车辆。 大众汽车的全球销量排名第二，该公司本月较早时公布去年销量下降0.5%，降至约 900 万辆，该公司 正致力于在国内削减成本，并应对中国市场的激烈竞争。 丰田的增长主要得益于其在美国和日本的销售业绩，这两个市场的销量合计占 ...

在上述十 家 企 业 中， 与 2024 年相比，东风公司和广汽集团销量呈不同程度下降，其他企业销量均呈不 同程度增长 。 来源： 中汽协会行业信息部 据中国汽车工业协会统计 分 析 ， 2 025 年，汽车销量排名前十位的企业（集团）共销售 2887.6 万辆，占 汽车销售总量的 83.9% 。 ...

Group 1 - Toyota's sales in the U.S. market for large SUVs, particularly the "Grand Highlander," have shown a significant increase, with a year-on-year growth of 8% [2][4] - Among six Japanese automakers, Toyota, Honda, and Nissan achieved positive growth in 2025, with Toyota's sales reaching 2,518,071 units, marking a substantial lead over competitors [4] - The overall sales of electric vehicles (EVs), including hybrid vehicles (HV), increased by 17.6%, accounting for 47% of Toyota's total sales [4] Group 2 - The sales rebound of the "Grand Highlander" and "TX" models, which had previously been affected by recalls, contributed to Toyota's growth [4] - Lexus, Toyota's luxury brand, also saw a sales increase of 7.1%, reaching a record high of 370,260 units, driven by models like the TX [4] - In contrast, other Japanese automakers faced challenges in the U.S. market, with Honda's sales only increasing by 0.5% to 1,430,577 units due to semiconductor supply shortages impacting production [5]

Group 1 - Ford Motor Company projects total U.S. vehicle sales to reach 2,204,124 units by 2025 [1] - In the fourth quarter, total U.S. vehicle sales amounted to 545,216 units [1]