崔东树：全国乘用车行业2026年1月末库存357万辆、库存70天 赛力斯公布晕车识别专利 天眼查知识产权信息显示，近日，赛力斯汽车有限公司申请的"一种晕车识别方法、装置、存储介质及 设备"专利公布。摘要显示，本申请的方法中，利用多源信号样本训练用于预测驾乘人员的晕车状态的 教师模型，通过知识蒸馏技术，基于训练好的教师模型提供的软标签和IMU信号样本训练学生模型，将 训练好的学生模型确定为晕车识别模型。 2月25日，乘联分会秘书长崔东树发文表示，2026年1月月末全国乘用车行业库存357万辆，较上月下降8 万辆，较2025年1月增58万辆，形成库存高位运行特征。2026年1月底的库存与未来销量综合预估的现有 库存支撑未来销售天数在70天，相对于2023年1月的65天、2024年1月的70天，2025年1月的48天，今年1 月的总体库存压力相对较大。从仅生产新能源车企业的库存变化特征分析看，随着反内卷的推动，行业 库存9月降到62万辆，2026年1月行业库存上升到72万辆，较峰值库存降16万辆，但较12月增加6万辆。 近期新能源经销商的厂家和渠道库存面临市场低于预期，行业库存总体压力较大。 河南发布2026年汽车 ...

Group 1 - Nissan is recalling over 300,000 Rogue SUVs due to potential electronic throttle gear failure and engine malfunction risks, which may increase the likelihood of accidents [2][5] - The recall involves 318,781 vehicles equipped with the 1.5-liter three-cylinder VC-Turbo engine from the 2024-2025 model years, where the electronic throttle assembly gears may break [2][5] - Additionally, 323,917 units of the 2023-2025 Rogue may experience engine failure, leading to loss of driving power, with bearing failure potentially causing engine block damage and increasing fire risk due to high-temperature oil leaks [3][5] Group 2 - The solution involves dealers reprogramming the vehicle's software and inspecting or replacing necessary parts [3][5] - The National Highway Traffic Safety Administration (NHTSA) will oversee the reprogramming of the Engine Control Module (ECM) software, reading diagnostic trouble codes, and conducting road tests on affected vehicles [3][5]

Group 1 - BMW has announced a large-scale global recall involving up to 575,000 vehicles due to a defect in the engine starter mechanism, affecting 16 core models produced between July 2020 and July 2022 [1] - The defect is attributed to a design issue with the starter motor's magnetic switch, which can lead to difficulties in starting the engine, electrical short circuits, and potential fire hazards [1] - BMW plans to address the issue by offering free replacements for the starter motor, with some vehicles also requiring battery replacements [1] Group 2 - This recall is not an isolated incident, as BMW has previously recalled over 300,000 vehicles in September 2025 due to insufficient waterproofing of starter motors, which posed risks of short circuits and fires [2] - BMW's global market performance shows significant regional disparities, with European sales increasing by 7.3% to 1.0164 million units in 2025, while Asian sales, particularly in China, have declined for two consecutive years [3] - In 2025, BMW's sales in Asia fell by 9.3% to 871,000 units, with China alone experiencing a 12.5% drop, leading to a loss of market share in the luxury car segment [3]

Group 1 - BMW has announced a large-scale global recall involving up to 575,000 vehicles due to a defect in the engine starter mechanism, affecting 16 core models produced between July 2020 and July 2022 [1] - The defect is attributed to a design issue with the starter motor's magnetic switch, which can lead to difficulties in starting the engine, electrical short circuits, and potential fire hazards [1] - BMW plans to address the issue by offering free replacements for the starter motors, with some vehicles also requiring battery replacements [1] Group 2 - This recall is not an isolated incident, as BMW has previously initiated multiple recalls due to core component defects, particularly in safety-critical systems [2] - In September 2025, BMW recalled over 300,000 vehicles due to insufficient waterproofing of starter motors, which could lead to short circuits and fire risks [2] Group 3 - BMW's global market performance shows significant divergence, with total deliveries of 2.4637 million vehicles in 2025, a slight increase of 0.5% year-on-year [3] - The European market has been a key growth driver, with sales reaching 1.0164 million units, a 7.3% increase, and a notable 28.2% rise in electric vehicle sales [3] - In contrast, the Asian market, particularly China, has experienced a decline, with total sales of 871,000 units in 2025, a drop of 9.3%, and a 12.5% decrease in the Chinese market alone [3]

Core Viewpoint - Stellantis (Shanghai) Automotive Co., Ltd. has filed a recall plan with the State Administration for Market Regulation due to safety concerns regarding certain imported Giulia vehicles produced between May 8, 2024, and September 12, 2025, totaling 91 units [1] Group 1: Recall Details - The recall number is S2026M0018V, and it affects specific vehicles due to a manufacturing issue where the headlight control unit wiring harness was not secured, potentially leading to interference with the wheel arch liner [1] - Under certain conditions, this interference could cause contact between the wheel arch liner and the tire, resulting in wiring damage and failure of the low beam headlights, posing a safety risk [1] Group 2: Remedial Actions - Stellantis (Shanghai) Automotive Co., Ltd. will conduct free inspections of the wiring harness for affected vehicles, and if damage is found, repairs will be provided at no cost [1] - If the wheel arch liner is damaged, it will be replaced free of charge to eliminate safety hazards [1] Group 3: Customer Notification - The company will notify affected users via phone and other means, and customers can contact the Alfa Romeo consultation hotline at 400-996-6099 for more information regarding the recall [1] - Additional information can be accessed through the State Administration for Market Regulation's recall center website and their WeChat public account [1]

Core Viewpoint - FAW-Volkswagen Automotive Co., Ltd. has filed a recall plan with the State Administration for Market Regulation, recalling a total of 206,012 units of the domestic Audi Q2L produced between August 2, 2018, and January 19, 2025, due to potential safety hazards related to the C-pillar cover assembly [1][2] Group 1 - The recall, numbered S2026M0020V, will begin on February 6, 2026, and will occur in batches [1] - The issue arises from the structural adhesive used in the C-pillar cover, which may undergo hydrolysis aging under prolonged high temperature and humidity, leading to a decrease in bonding strength [1] - In extreme cases, the outer panel of the C-pillar cover may detach while driving, posing a danger to other road users [1] Group 2 - FAW-Volkswagen will authorize dealers to replace the improved C-pillar cover assembly for free to eliminate safety risks [1] - Vehicles that have already had the improved parts replaced will not require further changes under this recall [1] - The company will notify vehicle owners through registered mail and SMS, and authorized dealers will proactively contact users to arrange free recall repairs [2]

Core Viewpoint - BMW Group announced a global recall of multiple vehicle models due to potential issues with the starter motor's electromagnetic switch, which may lead to starting difficulties, short circuit risks, and in extreme cases, fire hazards [1] Group 1: Recall Details - The recall affects various BMW models, including the 2 Series Coupe, multiple versions of the 3 Series, 4 Series, 5 Series, 6 Series Gran Turismo, 7 Series, as well as the X4, X5, X6, and Z4 [1] - The issue is linked to starter relays produced between July 2020 and July 2022, but the exact production timeframe for affected vehicles cannot be precisely defined due to differences in vehicle production and transportation cycles [1] - Vehicles that had the problematic starter motor replaced during maintenance may also be affected by this recall [1] Group 2: Historical Context - This is not the first large-scale recall for BMW due to starter motor issues; a previous recall occurred in the fall of 2025, involving hundreds of thousands of vehicles due to potential water ingress leading to corrosion and fire risks [1]

Core Viewpoint - BMW Group announced a global recall of several hundred thousand vehicles due to potential safety hazards related to the engine starting device [3][4]. Group 1 - The recall affects vehicles produced between July 2020 and July 2022 that are equipped with the relevant starting device, including those that had the device added during repairs [3]. - Reports indicate that the affected vehicles may experience excessive starting attempts, increased wear on the starter solenoid, and potential short circuits leading to localized overheating of the starter, which could even result in vehicle fires while in operation [3]. - The number of vehicles involved in this recall could be as high as 575,000 according to a reputable German automotive publication [4]. Group 2 - In September 2025, BMW Group previously announced a recall of over 330,000 vehicles due to short circuit risks associated with the starter and related components [5].

Core Points - BMW Group announced a global recall of multiple vehicle series due to potential issues with the starter motor's electromagnetic switch, which may lead to difficulties in starting the vehicle and risks of short circuits [1] - The recall affects various models produced between July 2020 and July 2022, including the 2 Series Coupe, multiple versions of the 3 Series, 4 Series, 5 Series, 6 Series Gran Turismo, 7 Series, as well as the X4, X5, X6, and Z4 [1] - BMW advised owners not to leave their vehicles unattended while the engine is running due to potential fire hazards in extreme cases [1] Summary by Category Recall Details - The recall is initiated due to abnormal wear of the starter motor's electromagnetic switch, which can cause starting difficulties and may lead to overheating [1] - Affected vehicles include models produced from July 2020 to July 2022, with some vehicles potentially impacted if they had the problematic starter motor replaced during maintenance [1] Safety Concerns - There is a risk of short circuits and localized overheating of the starter motor, which could pose a fire hazard while driving [1] - BMW has recommended that vehicle owners take precautions by not leaving their engines running unattended [1]

Core Viewpoint - The recent recalls by NIO and Zeekr highlight the increasing regulatory scrutiny in the Chinese automotive industry, particularly regarding software issues and the management of older vehicle models [2][5][6] Group 1: NIO's Recall - NIO is recalling 246,200 ES8, ES6, and EC6 electric vehicles produced between March 16, 2018, and January 16, 2023, due to software issues that may cause temporary blackouts of the instrument panel and central control screen, posing safety risks [1] - The recall represents approximately 85% of NIO's total sales of 289,300 vehicles from 2018 to 2022 [1] - The recall is initiated under regulatory intervention, indicating a shift towards stricter oversight of OTA upgrades and vehicle safety management [2] Group 2: Zeekr's Recall - Zeekr is recalling 38,300 units of specific Zeekr 001 WE models produced between July 8, 2021, and March 18, 2024, due to potential safety hazards related to battery performance [1][3] - The recall follows a settlement between battery supplier Aisin Wanda and Geely's subsidiary, which involved a significant reduction in the compensation amount from 2.314 billion yuan to 608 million yuan [3] - Zeekr will conduct inspections and provide free battery replacements for affected vehicles, ensuring that the original warranty policies remain intact [3][4] Group 3: Industry Trends - The recalls reflect a new trend in the Chinese automotive industry where recalls are increasingly viewed as a measure of compliance and quality governance rather than merely a crisis response [4][5] - Regulatory tightening has led to a significant decrease in the number of OTA upgrades, with a reported reduction in upgrade frequency as companies reassess their compliance processes [5] - In 2024, 92% of recalls in China were initiated by companies voluntarily, marking a 37 percentage point increase since 2020, indicating a proactive approach to risk management and responsibility [5][6]