乘联分会崔东树发文称，根据乘联分会最新数据，全国乘用车市场2025年12月新能源批发销量万辆以上 厂商，占总体新能源乘用车当月批发销量的93%。根据1月初步汇总数据，这些12月新能源批发销量万 辆以上厂商企业的1月销量为83万辆。目前大部分厂商销量基本都已经锁定大数，因此按照上月结构占 比结合本月数据，测算1月的全国新能源乘用车批发销量为90万辆。综上，根据月度初步乘联数据综 合：2026年1月全国乘用车厂商新能源批发预估90万辆，同比增长1%。 ...

Core Insights - In August, the wholesale sales of new energy passenger vehicles in China reached 1.3 million units, representing a year-on-year increase of 24% and a month-on-month increase of 10% [2] - Cumulatively, from January to August, the total wholesale sales reached 8.93 million units, showing a year-on-year growth of 34% [2] - The promotional intensity in the new energy vehicle market remained at a high level of 10.7% in August, which is an increase of 2.5 percentage points compared to the same period last year [2] Market Structure - By July 2025, manufacturers with wholesale sales exceeding 10,000 units will account for 91.7% of the total sales in the new energy vehicle market [2] - The combined sales of leading manufacturers in August amounted to 1.19 million units, indicating that most manufacturers have secured their sales despite some production disruptions due to high temperatures [2] - The estimated wholesale sales of new energy passenger vehicles for August was derived from the previous month's structural proportions and current data [2]