1月，中国品牌轿车、SUV和MPV销量占有率分别为54.4%、74.1%和71.7%。与上月相比，中国品牌轿 车销量占有率明显下降，中国品牌SUV和MPV销量占有率小幅增长;与去年同期相比，中国品牌轿车销 量占有率下降，中国品牌SUV和MPV销量占有率呈不同程度增长。 商用车市场延续向好态势。1月，商用车产销分别完成38.8万辆和35.9万辆，环比分别下降6.8%和 15.6%，同比分别增长29.9%和23.5%。 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，环比分别下降39.4% 和44.8%，同比分别增长2.5%和0.1%，新能源汽车销量达到汽车总销量的40.3%。在新能源汽车主要品 种中，与上月相比，三大类新能源汽车品种产销均呈不同程度下降;与去年同期相比，纯电动汽车产销 小幅增长，插电式混合动力汽车产量微增、销量小幅下降，燃料电池汽车产销呈不同程度下降。 重点企业(集团)销量方面，1月汽车销量排名前10位的企业(集团)共销售196.2万辆，占汽车销售总量的 83.6%。在汽车销量排名前10位企业中，与去年同期相比，上汽集团、吉利控股、东风公司、广汽集团 和长城汽车 ...

End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨李慧颖 2 026年1月份，我国新能源汽车产销量同比实现增长。 中 国 汽 车 工 业 协 会 11 日 发 布 数 据 显 示 ， 2026 年 1 月 份 ， 我 国 新 能 源 汽 车 产 销 分 别 完 成 1 0 4.1万辆和9 4 . 5万辆，同比分别增长2.5%和0.1% 。 整体来看，1月，汽车产销分别完成245万辆和2 3 4 . 6万辆。中汽协会副秘书长陈士华说， 2 0 26年开年，汽车行业总体运行平稳，"两新"政策有序衔接，聚焦汽车后市场服务等领 域政策激发市场活力。"相关政策的细化落实，有助于推动车市需求企稳回升。" 来源：新华社 ...

Core Viewpoint - The Chinese automotive industry is maintaining stable operations as of January 2026, with mixed performance in production and sales figures [1] Group 1: Production and Sales Data - In January, the automotive production reached 2.45 million units, while sales totaled 2.346 million units, with production showing a year-on-year growth of 0.01% and sales declining by 3.2% [1] - The new energy vehicle (NEV) market is performing steadily, with production and sales of 1.041 million and 0.945 million units respectively, reflecting year-on-year growth of 2.5% and 0.1% [1] - The commercial vehicle market continues to show positive trends, with both production and sales maintaining double-digit growth year-on-year in January [1] Group 2: Export Performance - Automotive exports continue to grow, with NEV exports reaching 302,000 units, marking a year-on-year increase of 100% [1] Group 3: Policy Impact - The Chinese government has introduced a series of policies aimed at benefiting the public and enterprises, which are expected to support economic development and stabilize market demand [1] - The "Two New" policies are being implemented smoothly, with local governments following up with detailed implementation rules [1] - The "Accelerating the Cultivation of New Growth Points in Service Consumption Work Plan" focuses on key areas such as automotive after-market services, which is anticipated to invigorate market activity [1]

Core Viewpoint - The Chinese automotive market is experiencing a downturn in new car sales, with significant declines reported for major brands, while the used car market is thriving, indicating a shift in consumer preferences and market dynamics [2][3][24]. Group 1: New Car Market Trends - In January 2026, BYD's sales dropped by 30%, and Li Auto's sales fell by 7.55%, with Geely only seeing a slight increase of 1% due to strong overseas performance [2]. - The overall passenger car sales in China are projected to reach 24 million in 2026, with a growth rate slowing to 1% [2]. - The decline in consumer confidence, exacerbated by reduced subsidies and macroeconomic factors, is expected to keep consumer sentiment below the breakeven line [2]. Group 2: Used Car Market Dynamics - The used car market in China is booming, with a transaction volume of 20.1 million units in 2025, marking a year-on-year growth of 2.52% and a total transaction value of 1.28979 trillion yuan [3]. - The demand for used electric vehicles is expected to grow by over 50% [3]. - The trend of purchasing used cars is driven by practical needs, such as commuting and returning home during holidays, with a notable increase in cross-regional vehicle registrations [6][8]. Group 3: Consumer Preferences and Behavior - Consumers are increasingly opting for used cars due to price advantages, allowing them to afford better models compared to new cars [10]. - The introduction of new policies has increased the variety of available used car models, enhancing consumer choice [11]. - The demand for used cars is becoming more personalized, with consumers selecting vehicles based on specific needs such as fuel efficiency and durability [14]. Group 4: Implications for Automotive Companies - The rise in used car sales may negatively impact new car sales in the short term, as each additional used car sold could equate to one less new car sold [17]. - In the long term, a healthy used car market can stabilize the residual values of new cars, encouraging new car purchases [20]. - The growing interest in used cars among younger consumers may lead to future brand loyalty and new car purchases from the same manufacturers [21]. Group 5: Market Evolution and Future Outlook - The automotive market in China is maturing, with new car sales growth plateauing, while the used car market is expected to continue expanding [24]. - The automotive industry must adapt to this new normal by focusing on vehicle durability and reliability, rather than solely on sales volume [24]. - The overall automotive market is projected to exceed 10 trillion yuan in 2025, with significant implications for the aftermarket services sector [22].

（来源：中国政府采购报） 本报讯 日前，国务院办公厅印发《加快培育服务消费新增长点工作方案》（以下简称《工作方 案》），其中提到，激活汽车后市场服务等重点领域发展活力。 《工作方案》明确，要推动汽车流通消费领域全链条创新发展，选择部分城市开展试点，支持在汽车后 市场重点领域先行先试，加快清理限制性措施，探索开展汽车改装分级分类管理，健全传统经典车认定 体系，加强房车露营基地建设，研究完善相关管理制度、技术标准。加强国际合作，发展汽车文化，支 持汽车博物馆建设运营，鼓励举办相关赛事及活动，打造汽车与旅游、文化、体育等跨界融合创新项 目。推动小微型客车租赁高质量发展，完善小微型客车租赁服务网络，培育壮大经营主体，提高租赁服 务水平。进一步促进自驾游发展，改善自驾游交通运输条件，为自驾游营造安全、舒适、便捷的出行环 境。 转自：中国政府采购报 【一周新闻速览】 政策加码汽车后市场服务 本报拥有此文版权，若需转载或复制，请注明来源于中国政府采购报，标注作者，并保持文章的完整 性。否则，将追究法律责任。 （付娟） ...

Group 1: Policy Developments - The State Administration for Market Regulation has approved the mandatory national standard for "Automotive Steering Systems Basic Requirements," which will be implemented from July 1, 2025, clarifying technical requirements and testing methods for steering systems [3] - The Ministry of Public Security reported that by the end of 2025, the number of new energy vehicles in China is expected to reach 43.97 million, accounting for 12.01% of the total vehicle population [2] - The Ministry of Finance announced that over 11.5 million vehicles will be replaced through the "old for new" program in 2025, with nearly 60% being new energy vehicles [9] Group 2: Industry Trends and Financial Projections - The automotive industry is projected to generate revenues of 1,117.96 billion yuan in 2025, with a profit of 46.1 billion yuan, reflecting a profit margin of 4.1% [4] - The automotive chip sector has completed certification reviews for 25 key chips, with over 20 million units installed, significantly reducing the selection and verification cycle for vehicle manufacturers [8] Group 3: New Product Launches - Mercedes-Benz has launched a mid-cycle facelift of the S-Class, with over 50% of its components newly developed, showcasing advancements in engineering and digital technology [10][12] - The new S-Class features a 20% larger illuminated grille and integrates advanced AI technologies, including ChatGPT4o and Microsoft Bing [12] Group 4: Corporate Developments - The establishment of a joint venture, Zhejiang Automotive Technology Co., Ltd., between China Automotive Engineering Research Institute and Geely Automotive Research Institute, marks a deepening collaboration in automotive technology research [4][5] - BMW Group announced a senior management change in Greater China, with Christian Ach set to take over as President and CEO from April 1, 2026 [13]

Core Insights - The article emphasizes the growing importance of the automotive after-market services, particularly in the context of winter maintenance in Northern regions, and highlights valuable lessons from international practices [3] Group 1: After-Market Service Models - The U.S. automotive repair industry has developed a standardized and professionalized service model through chain repair shops, ensuring consistent quality across locations [4] - Chain enterprises in the U.S. benefit from economies of scale, allowing them to reduce costs and negotiate better prices for quality parts, enhancing service affordability for consumers [4] - In Europe, the Stellantis Group's EUROREPAR has established a vast service network with over 6,000 stores, balancing quality and cost through a multi-brand and proprietary parts supply model [5] Group 2: Technological Advancements - European automotive maintenance companies are leveraging smart diagnostic systems to enhance service efficiency by quickly identifying vehicle issues through real-time data analysis [5] - The rise of electric vehicles in Europe has prompted the establishment of specialized battery testing and recycling processes, ensuring environmental responsibility throughout the vehicle lifecycle [5] Group 3: Industry Self-Regulation - Canada has implemented a self-regulatory framework through initiatives like the Motorist Assurance Program (MAPC), which sets clear industry standards and provides dispute resolution for consumers [6][7] - The MAPC program fosters a competitive environment by encouraging repair shops to improve service quality and maintain consumer trust through certification [7] Group 4: Customization and Modification Trends - The article discusses the evolution of automotive modification culture in Europe, highlighting the blend of performance enhancement and cultural expression [8] - German modification shops are noted for their precision engineering, achieving performance improvements of 10%-40% while maintaining fuel efficiency and emissions compliance [8][9] - The Italian modification scene is characterized by an artistic approach, merging aesthetic design with mechanical performance, particularly in supercar modifications [9] Group 5: Lessons for Domestic Markets - Industry experts suggest that domestic automotive after-market services should establish comprehensive service standards, focusing on repair processes, parts quality, and pricing [10] - There is a call for enhanced customer relationship management through data analytics to provide personalized services while maintaining standardization [10] - The article advocates for increased investment in technology related to connected vehicles and remote diagnostics to keep pace with trends in electric and smart vehicles [10][11] - Emphasis is placed on the importance of talent development and regulatory frameworks to ensure service quality and industry sustainability [11]

Group 1 - Xiaomi Group's founder and CEO Lei Jun announced a new round of registration for the "Elite Driving - Advanced Driving Training" in Zhejiang, starting on September 6, with a price of 1999 yuan per person, and the first 10,000 participants can register for free [1][3] - The training aims to enhance driving skills and safety awareness for Xiaomi car users, further enriching the user service system [1][3] - The training will be conducted at the Zhejiang International Circuit, providing an immersive advanced driving experience in a professional track environment [3] Group 2 - The first registration phase opens on September 6 at 10:00 AM for users participating in sessions from September 13 to September 21, while the second phase will open on September 16 for sessions from September 22 to September 28 [3] - Eligible participants include users who have locked orders for Xiaomi SU7, Xiaomi SU7 Ultra, and Xiaomi YU7 models, and they must register through the "Xiaomi Car APP" [3] - Since the launch of the Xiaomi SU7, it has gained significant market attention due to its excellent performance and intelligent features, indicating Xiaomi's ongoing investment in the automotive aftermarket service sector [3]

Core Viewpoint - After being acquired by Ping An for nine years, China's largest automotive vertical media platform, Autohome, has been sold to Haier Group's subsidiary, Kataychi Holdings, for approximately $1.8 billion, marking a significant shift in ownership and strategy [1][2]. Group 1: Transaction Details - Kataychi Holdings acquired about 43.0% of Autohome's shares from Ping An's Yunchen Capital, becoming the controlling shareholder [1]. - Following the transaction, Ping An retains approximately 5.1% of shares and one board seat, indicating a shift from major shareholder to a significant financial investor [1][3]. - The deal, announced in February, took six months to finalize, raising questions about Haier's motivations for investing in a declining automotive media business [1][4]. Group 2: Haier's Strategic Intent - Haier's Chief Brand Officer has denied speculation about entering the car manufacturing sector, stating the acquisition aims to enhance services in the automotive aftermarket [1][2]. - Kataychi Holdings, established in November 2022, focuses on electric vehicle charging and post-vehicle services, including used car services and infrastructure [1][2]. Group 3: Autohome's Performance and Challenges - Autohome, founded in 2005, has been a leading automotive vertical website, but its revenue and profit have significantly declined since 2021, with a projected net income of RMB 1.68 billion for 2024, halving over four years [3][4]. - The company's media advertising revenue has dropped sharply by 35.46% in Q2 2025, now constituting only 16.24% of total revenue, while the lead generation service faces challenges from the rise of direct sales models in the EV sector [4]. - Autohome's new CEO has indicated a strategic shift towards becoming an automotive ecosystem platform, collaborating with Haier and Ping An [4].