关于推动新能源汽车换电模式高质量发展，冯兴亚认为换电模式具备高效补能优势，建议加快构建全国 统一标准，强化运营补贴与要素保障，统筹全域换电网络布局，健全车电分离制度框架，助力换电产业 高质量发展。 期货日报网讯（记者 杨美）全国人大代表、广汽集团董事长冯兴亚近日在接受记者采访时表示，今年 关注提振农村新能源汽车市场发展、新能源汽车换电、中国新能源汽车"出海"等问题。 冯兴亚表示，目前农村和城市两个市场的新能源汽车占比有很大差距，农村新能源汽车市场潜力巨大， 建议加快完善农村补能网络，推动售后网点下沉并强化人才与设备保障，优化财税金融支持，充分释放 农村新能源汽车消费潜力。 新能源汽车出口方面，冯兴亚认为，我国汽车出口规模保持全球领先，正迈入高质量发展新阶段。他建 议加快构建出海合规服务体系，推动我国自主标准与国际接轨，强化国内企业标准协同统一，凝聚出海 合力，以标准出海赋能汽车出口提质增效，提升全球产业竞争力。 ...

数说新能源 欢迎订购2026年月度电池装机数据库、中国汽车上险数据库、月度锂电排产数据 联系方式：13220160736（同微信） 1-2月累计销量，蔚来、小米、零跑、上汽取得同比明显增长；新能源车出口继续维持高增长 比亚迪： 2月销量19万辆，同比-41%，环比-9%；1-2月累计销量40万辆，同比-36%。出 口销量10.1万辆，同比+50%，环比持平。 吉利汽车： 2月销量20.6万辆，同比+1%，环比-24%，1-2月累计销量47.6万辆，同比 +1%；新能源销量11.7万辆，占比57%，同比+19%，出口销量6.1万辆， #同比 +138%，环比 +1%。领克新能源占比75%，极氪销量2.4万辆， #同比 +70%，极氪8X将于26Q2上市，首搭新 一代千里浩瀚G-ASD。 上汽集团： 1-2月累计销量约60万，同比+7%；累计出口约20万，同比+49% 奇瑞集团：2月销量16.1万辆，同比-11%，环比-20%；1-2月累计销量36.1万辆，同比-11%。 #出 口12.5辆，同比+42%。 长城： 2月销量7.3万辆，同比-7%，环比-20%；1-2月累计销量16.3万辆，同比+3%。出 口销量 ...

比亚迪发布2026年2月新能源汽车产销数据，当月产量、销量较去年同期均出现显著下滑，本年累计产 销同样同比走低，但公司2月出口量与电池装机量展现出强劲表现，成为本期数据中的亮点。尤其是比 亚迪汽车单月出口量比重首次过半，加上公司发布新消息，股价收盘迎来超8%的暴涨。 数据显示，产量方面，比亚迪2026年2月新能源汽车产量为175280辆，去年同期为334124辆，同比下滑 47.54%；本年累计产量407638辆，较去年累计的661988辆同比下降38.4%。 销量方面，2月单月售出190190辆，去年同期为322846辆，同比下滑41.09%；本年累计销量400241辆， 对比去年累计的623384辆，同比降幅达35.8%。 从细分品类来看，乘用车为产销主力，且降幅与整体基本持平。 2月乘用车产量172525辆，本年累计400360辆，同比下降38.7%；2月销量187782辆，本年累计393300 辆，同比下降36.0%。其中纯电动乘用车2月产量77018辆、销量79539辆，本年累计产量165089辆、销 量162788辆，累计同比分别下降37.3%、35.0%；插电式混合动力乘用车2月产量95507辆 ...

周度报告——新能源汽车 加拿大将发放首批中国产电动车进口配额 ★ 动态跟踪 国内市场，1 月增速较低，除季节性因素外，主要原因可能 在于新能源车购税优惠的退坡，免税政策自 2014 年 9 月开始实 施以来在 2025 年 12 月底正式退出，对尤其是新能源乘用车的零 售带来较大波动。开年以来，以豪华品牌主导发起了一波降价， 春节后这一趋势有所放大，并呈现不同打法：燃油车以直接降价 为主，新能源车以金融战为主。 新 能 源 海外市场，加拿大政府将于 3 月 1 日起发放中国产电动车进 口许可，首阶段（至 8 月 31 日）配额为 2.45 万辆，适用 6.1%关 税，远低于此前 106.1%的惩罚性税率，全年总配额为 4.9 万辆， 涵盖纯电、插混及混动车型，并计划在 2030 年前增至 7 万辆。 ★ 投资建议 与 新 材 料 中国新能源汽车市场渗透率在过去几年里快速提高，到2025 年基本突破 50%。2025 年下半年以来，随着国内市场转向"反 内卷"，出口转而逐渐成为新增长点。海外市场贸易环境来看， 欧美贸易保护主义较严峻，一带一路国家、中东地区等发展空间 向好；海外新能源汽车自身市场发展来看，整体看 ...

1月份，全国汽车产销分别完成245万辆和234.6万辆，产量同比增长0.01%，销量同比下降3.2%。新能源 汽车市场平稳运行。1月，新能源汽车产销分别完成104.1万辆和94.5万辆，同比分别增长2.5%和0.1%， 新能源汽车新车销量达到汽车新车总销量的40.3%。 本报北京2月12日电(记者徐佩玉)中国汽车工业协会11日发布的最新数据显示，2026年1月份，我国实现 汽车出口68.1万辆，同比增长44.9%。其中，新能源汽车出口保持高速增长，出口30.2万辆，同比增长1 倍。 中国汽车工业协会相关负责人表示，2026年开年首月，国家密集推出一系列惠民惠企政策，"两新"政策 有序衔接，汽车以旧换新平稳推进。此外，《加快培育服务消费新增长点工作方案》聚焦汽车后市场服 务等重点领域，激发市场活力。相关政策的细化、落实，将助力行业平稳运行。 ...

2月12日，乘联分会数据显示，1月新能源乘用车出口28.6万辆，同比增长103.6%。占乘用车出口 49.6%，较去年同期增长12.5个百分点；其中纯电动占新能源出口的65%（去年同期67%），作为核心焦 点的A00+A0级纯电动车占纯电动出口的50%（去年同期41%）。伴随着中国新能源车的规模优势显现 和市场扩张需求，中国制造的新能源品牌产品越来越多地走出国门，在海外的认可度持续提升。其中插 混占新能源出口的33%（去年同期32%），虽然近期受到外部国家的一些干扰，但自主插混出口发展中 国家增长迅猛，前景光明。 1月厂商新能源出口方面优秀的企业是：比亚迪汽车（96,859辆）、特斯拉中国（50,644辆）、吉利汽车 （32,117辆）、奇瑞汽车（27,033辆）、零跑汽车（14,523辆）、上汽乘用车（13,071辆）、上汽通用五 菱（11,097辆）、东风汽车（6,745辆）、长城汽车（6,102辆）、长安汽车（4,952辆）、光束汽车 （3,713辆）、长安马自达（3,391辆）、沃尔沃亚太（3,316辆）、小鹏汽车（3,204辆）、极星汽车 （2,758辆）、赛力斯汽车（湖北）（2,108辆）、智马达 ...

Core Viewpoint - In January 2026, China's automobile exports continued to grow rapidly, with a total of 681,000 vehicles exported, marking a year-on-year increase of 44.9% [3] Group 1: Export Performance - Passenger car exports reached 589,000 units in January, up 48.9% year-on-year [3] - Commercial vehicle exports totaled 93,000 units, reflecting a year-on-year increase of 23.6% [3] - The export of new energy vehicles (NEVs) significantly contributed to this growth, with 302,000 units exported in January, a year-on-year increase of 100% [3] Group 2: New Energy Vehicle Insights - Among the NEVs, 295,000 were passenger vehicles, which accounted for over 50% of total passenger car exports for the first time, representing a year-on-year growth of 110% [3] - The export of pure electric vehicles reached 202,000 units, also doubling year-on-year, while plug-in hybrid vehicle exports were 99,000 units, up 97.3% [4] Group 3: Market Dynamics - The growth in plug-in hybrid vehicle exports has been notable, with these vehicles becoming a new growth point for exports, particularly in the pickup segment [4] - Despite previous challenges due to EU tariffs on electric vehicles, plug-in hybrids remain competitive in the European market due to a lower tariff rate [4] - The overall export performance is expected to remain strong, with a projected total of 8.32 million vehicles exported in 2025, a 30% increase year-on-year [5] Group 4: Leading Companies - In January, the top ten exporting companies included Chery (119,000 units), BYD (100,000 units), SAIC (97,000 units), Geely (77,000 units), and Tesla (51,000 units), all exceeding 50,000 units [5] - Nine out of the top ten companies experienced positive growth in exports, with only Changan showing a decline [5] Group 5: Future Outlook - The export markets are shifting towards regions like the Middle East and developed countries, indicating a trend of high-quality development in exports [4][6] - As long as the international market environment remains stable, there is significant potential for further growth in China's automobile exports [6]

Group 1 - In January 2026, China's automobile exports reached 681,000 units, marking a year-on-year increase of 44.9% [1] - Passenger car exports accounted for 589,000 units, with a year-on-year growth of 48.9%, while commercial vehicle exports were 93,000 units, up 23.6% [1] - The export of new energy vehicles (NEVs) significantly contributed to this growth, with 302,000 units exported, representing a year-on-year increase of 100% [1] Group 2 - The structure of NEV exports showed that pure electric vehicle exports were 202,000 units, doubling year-on-year, while plug-in hybrid vehicle exports reached 99,000 units, up 97.3% [1] - The shift in the export landscape indicates a historic change, with NEVs now dominating over traditional fuel vehicles in terms of export volume [1] - The report from the China Passenger Car Association highlighted that plug-in hybrid vehicles are becoming a new growth point for exports, particularly in the pickup segment [2] Group 3 - Among the top ten automobile exporters in January, nine companies reported positive growth, with Chery leading at 119,000 units, followed by BYD (100,000 units) and SAIC (97,000 units) [3] - The overall export volume for Chinese automobiles is projected to reach 8.32 million units in 2025, reflecting a year-on-year increase of 30% [3] - The growth is attributed to enhanced overseas market presence and brand investment by Chinese automakers, alongside improvements in the domestic supply chain [3] Group 4 - Recent trends indicate strong performance in automobile exports to regions such as Central and South America, Southeast Asia, and the Middle East, with expectations for continued growth as international market conditions stabilize [4]

Group 1 - In January, China's new energy vehicle (NEV) exports reached 302,000 units, a year-on-year increase of 100%, with new energy passenger car exports at 295,000 units, accounting for over 50% of total passenger car exports, marking a 111% increase year-on-year [1] - The overall automobile exports in January were 681,000 units, representing a year-on-year growth of 44.9%, with passenger car exports at 589,000 units (up 48.9%) and commercial vehicle exports at 93,000 units (up 23.6%) [1] - The export structure of NEVs shows that pure electric vehicle exports were 202,000 units (up 100%), while plug-in hybrid vehicle exports were 99,000 units (up 97.3%) [1] Group 2 - The export growth of plug-in hybrid vehicles has been significant, with expectations for 2025 indicating that plug-in hybrids and hybrids will become new growth points, particularly in the pickup segment [2] - Chinese plug-in hybrid vehicles are rapidly gaining market share due to technological advantages and cost competitiveness, especially in the European market where they face lower tariffs compared to pure electric vehicles [2] - Despite potential trade policy disruptions, the growth of Chinese automobile exports has shown resilience, with a projected total export of 8.32 million vehicles in 2025, reflecting a 30% year-on-year increase [3] Group 3 - In January, among the top ten vehicle exporters, nine companies reported positive growth, with Chery leading at 119,000 units, followed by BYD (100,000 units), SAIC (97,000 units), Geely (77,000 units), and Tesla (51,000 units) [3] - The Chinese automotive industry has seen a significant increase in export volume since 2021, with a strong focus on building overseas channels and brand investments [3] - The export performance has shifted towards regions like Central and South America and Europe, with strong growth expected as long as the international market environment remains stable [4]

中国汽车工业协会今天发布的最新数据显示，2026年1月份，我国汽车行业保持平稳运行。1月份，汽车 产销分别完成245万辆和234.6万辆，产量同比增长0.01%，销量同比下降3.2%。其中， 新能源汽车市场 平稳运行，产销分别完成104.1万辆和94.5万辆，同比分别增长2.5%和0.1%。此外，商用车市场延续向 好态势，1月份，产销同比均保持两位数增长。1月份，汽车出口方面，继续保持增长。其中，新能源汽 车出口保持高速增长，出口30.2万辆，同比增长1倍。 ...