中盛期货 有色新能源周度报告 中盛期货 国内主要金属现货价格走势 | 品种 | | | 期货主力合约收盘价格 | | | | 现货价格 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 主力合约 | 2026-02-27 | 2026-03-06 | 周变动 | 周涨跌幅 | 现货指标 | 2026-02-27 | 2026-03-05 | 周变动 | 周涨跌幅 | | 铜 | CU2604 | 103920 | 101050 | -2870 | -2.76% | 平均价:1#铜:上海现货 | 102140 | 101610 | -530 | -0.52% | | 铝 | AL2605 | 23925 | 24785 | 860 | 3.59% | 平均价:A00铝:上海现货 | 23400 | 25110 | 1710 | 7.31% | | 锌 | ZN2604 | 24710 | 24260 | -450 | -1.82% | 平均价:0#锌:上海现货 | 24470 | 24730 | 260 ...

Core Viewpoint - The Chinese automotive industry showed stable performance in January 2026, with a notable growth in the new energy vehicle (NEV) sector despite a slight decline in overall vehicle sales [1] Group 1: Overall Automotive Market Performance - In January 2026, the total production and sales of automobiles reached 2.45 million and 2.346 million units, respectively, with production increasing by 0.01% year-on-year and sales decreasing by 3.2% [1] - The commercial vehicle market continued to show positive trends, with both production and sales maintaining double-digit growth year-on-year [1] Group 2: New Energy Vehicle Market - The production and sales of new energy vehicles in January 2026 were 1.041 million and 0.945 million units, reflecting year-on-year growth of 2.5% and 0.1%, respectively [1] - The export of new energy vehicles experienced significant growth, with 302,000 units exported, marking a year-on-year increase of 100% [1]

Core Insights - The company reported significant growth in January 2026, with a total production of 44,098 electric vehicles, representing a year-on-year increase of 121.72% [2][3] - Total sales for January reached 43,034 units, marking a year-on-year growth of 140.33% [2][3] Production and Sales Breakdown - The company's own brand, Seres, produced 40,296 vehicles in January, up 130.09% year-on-year, and sold 40,012 units, reflecting a 143.5% increase [2][3] - Other models saw a production of 2,135 units, down 21.91% year-on-year, with sales of 2,914 units, a decline of 35.59% [2][3] - Overall, the company's total vehicle production for January was 46,233 units, an increase of 104.36% year-on-year, while total sales reached 45,948 units, up 104.85% [2][3]

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份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 1 | | | | 產量 | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | －商用車 | 4,523 | 4,053 | 4,523 | 4,053 | 11.60% | 4,533 4,092 | 4,533 | 4,092 | 10.78% | | －客車 | 442 | 286 | 442 | 286 | 54.55% | 442 286 | 442 | 286 | 54.55% | | －其他 | 4,081 | 3,767 | 4,081 | 3,767 | 8.34% | 4,091 3,806 | 4,091 | 3,806 | 7.49% ...

智通财经APP获悉，1月20日，中汽协发布2025年12月新能源汽车产销情况简析。据中国汽车工业协会分析，12月，新能源 汽车产销同比继续保持增长，新能源汽车新车销量达到汽车新车总销量的50%以上。2025年12月，新能源汽车产销分别完 成171.8万辆和171万辆，同比分别增长12.3%和7.2%。 2025年，新能源汽车出口261.5万辆，同比增长1倍。 2025年，新能源汽车产销分别完成1662.6万辆和1649万辆，同比分别增长29%和28.2%。 2025年12月，新能源汽车出口30万辆，环比下降0.1%，同比增长1.2倍。 2025年12月，新能源汽车国内销量141万辆，环比下降7.4%，同比下降3.6%。 2025年，新能源汽车国内销量1387.5万辆，同比增长19.8%。 ...

- 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，概不對因公告全部或任 何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 DONGFENG MOTOR GROUP COMPANY LIMITED* 東風汽車集團股份有限公司 （於 中華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） | | | | 生產量 | | | | | 銷售量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 當期 | 同期 | 本年累計 | 同期累計 | 累計同比 | 當期 | 同期 | 本年累計 | 同期累計 | 累計同比 | | 乘用車 | 193,453 | 159,834 | 1,581,513 | 1,540,800 | 2.64% | 161,167 | 154,277 | 1,523,783 | 1,544,140 | -1.32% | | 基本型乘用車 | 89,965 | 83,527 | 753,804 | ...

Group 1 - The core growth engine for the company is the new energy vehicle sector, with December production reaching 55,970 units, a year-on-year increase of 67.06%, and a total annual production of 473,735 units, reflecting a cumulative year-on-year growth of 10.31% [1] - Sales performance in December was even stronger, with new energy vehicle sales reaching 60,981 units, a year-on-year increase of 63.4%, and total annual sales of 472,269 units, showing a cumulative year-on-year growth of 10.63% [1] - In December, the overall production of the company reached 57,782 units, a year-on-year increase of 46.6%, with total annual production at 518,146 units, reflecting a cumulative year-on-year growth of 4.37% [2] Group 2 - The company, as a key player in the new energy vehicle sector, reported December production of 48,606 units, a significant year-on-year increase of 89.76%, with total annual production of 432,331 units, showing a cumulative year-on-year growth of 10.52% [3] - December sales for the company reached 53,733 units, a year-on-year increase of 77.99%, with total annual sales of 430,401 units, reflecting a cumulative year-on-year growth of 10.52% [3] - Other vehicle models saw a December production of 1,812 units, a year-on-year decline of 69.35%, with total annual production of 44,411 units, showing a cumulative year-on-year decline of 33.69% [3]

证券代码：600104 证券简称：上汽集团 公告编号：临 2026－001 上海汽车集团股份有限公司2025年12月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 上海汽车集团股份有限公司2025年12月份产销快报数据如下： | | | | | 产 量（辆） | | | | | | 销 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单 位 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 上汽大众 汽车有限公司 | 81,980 | 113,680 | -27.89% | 1,057,605 | 1,147,257 | -7.81% | 87,870 | 129,990 | -32.4 ...

本公司董事會謹此宣佈，本公司於2025年12月產、銷量詳細如下（單位：輛）： | | | | 產量 | | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | 新能源汽車 | 419,804 | 466,441 | 4,537,356 | 4,304,073 | 5.42% | 420,398 | 514,809 | 4,602,436 | 4,272,145 | 7.73% | | －乘用車 | 414,553 | 460,719 | 4,479,392 | 4,281,084 | 4.63% | 414,784 | 509,440 | 4,545,423 | 4,250,370 | 6.94% | | －純電動 | 190,724 | 189,759 | 2,221,913 | 1,777,965 | 24.97% | 190,712 | 2 ...

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份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 比 亞 迪 股 份 有 限 公 司 BYD COMPANY LIMITED （在中華人民共和國註冊成立的股份有限公司） （股份代號：01211（港幣櫃台）及：81211（人民幣櫃台）） 自願公告 2025年12月產銷快報 此乃比亞迪股份有限公司（「本公司」）作出的自願公告。 本公司董事會謹此宣佈，本公司於2025年12月產、銷量詳細如下（單位：輛）： | | | | 產量 | | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | 新能源汽車 | 419,804 | 466,441 | 4,537,356 | 4,304,073 | 5.42% ...