证券之星消息，1月23日乘用车板块较上一交易日上涨0.49%，北汽蓝谷领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 1.18亿 = | 3.02% | -207.72万 | -0.05% | -1.16/Z | -2.97% | | 600733 北汽蓝谷 | | 1.08亿 | 8.26% | -1.43 Z | -10.94% | 3521.73万 | 2.69% | | 000625 长安汽车 | | 4355.44万 | 4.11% | -6331.57万 | -5.98% | 1976.13万 | 1.87% | | 000572 海马汽车 | | 2673.36万 | 4.41% | -1676.40万 | -2.77% | -996.9 ...

智通财经APP获悉，1月23日，中汽协发布2025年12月中国品牌乘用车销售情况简析。据中国汽车工业协会统计分析， 2025年12月，中国品牌乘用车共销售195.8万辆，环比下降9.7%，同比下降5.1%，占乘用车销售总量的68.8%，销量占有 率比2024年同期提升2.7个百分点。 2025年，中国品牌乘用车共销售2093.6万辆，同比增长16.5%，占乘用车销售总量的69.5%，销量占有率比2024年同期提 升4.3个百分点。 ...

Group 1 - In December 2025, sales of Chinese brand passenger cars reached 1.958 million units, representing a month-on-month decrease of 9.7% and a year-on-year decrease of 5.1%, accounting for 68.8% of total passenger car sales, with a market share increase of 2.7 percentage points compared to the same period in 2024 [2] - In 2025, total sales of Chinese brand passenger cars amounted to 20.936 million units, showing a year-on-year growth of 16.5%, and capturing 69.5% of the total passenger car sales, with a market share increase of 4.3 percentage points compared to 2024 [2]

近一年中国插电式混合动力乘用车出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据中国海关数据显示：2025年11月中国插电式混合动力乘用车进口数量为413辆，同比下降21.6%， 进口金额为0.61亿美元，同比增长4.6%，2025年11月中国插电式混合动力乘用车出口数量为148367辆， 同比增长507.8%，出口金额为29.27亿美元，同比增长359.5%。 近一年中国插电式混合动力乘用车进口情况统计图 数据来源：中国海关，智研咨询整理 相关报告：智研咨询发布的《2026-2032年中国插电式混合动力（含增程式）客车行业投资机会分析及 市场前景趋势报告》 ...

Core Insights - The report by Zhiyan Consulting analyzes investment opportunities and market trends in China's plug-in hybrid (including range-extended) passenger vehicle industry from 2026 to 2032 [1] Import and Export Data - In November 2025, China imported 9,266 non-plug-in hybrid passenger vehicles, representing a year-on-year increase of 8.2%, with an import value of $37.4 million, up 12% [1] - In the same month, China exported 50,142 non-plug-in hybrid passenger vehicles, marking a significant year-on-year growth of 64.5%, with an export value of $816 million, an increase of 67.6% [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its professional approach, quality services, and keen market insights to provide comprehensive industry solutions that empower investment decisions [1]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with Zijin Mining, BAIC Blue Valley, and Huqin Technology leading the rankings with target price increases of 65.69%, 40.29%, and 39.15% respectively, across the industrial metals, passenger vehicles, and consumer electronics sectors [1][2]. Group 2 - On January 22, a total of 24 listed companies received recommendations from securities firms, with Lihigh Food receiving 2 recommendations, while companies like Baolong Oriental and BAIC Blue Valley received 1 recommendation each [4]. - The companies that received first-time coverage on January 22 include BAIC Blue Valley with a "Buy" rating from Guotai Junan Securities, Yanzhou Coal with an "Outperform" rating from Guosen Securities, Hezhu Intelligent with a "Buy" rating from Huayuan Securities, and Jiachih Technology with a "Buy" rating from Kaiyuan Securities [5][6].

从资金流向上来看，当日乘用车板块主力资金净流出15.34亿元，游资资金净流入5.13亿元，散户资金净 流入10.21亿元。乘用车板块个股资金流向见下表： 证券之星消息，1月22日乘用车板块较上一交易日下跌0.74%，赛力斯领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000572 | 出版中集 | 7.14 | 0.71% | 54.24万 | 3.85 Z | | 601238 | 广汽集团 | 8.21 | 0.37% | 21.83万 | · 1.79亿 | | 002594 | 比亚迪 | 94.12 | 0.02% | 29.10万 | 27.42 Z | | 000625 | 长安汽车 | 11.61 | -0.09% | 49.01万 | 5.69亿 | | 601633 | 长城汽车 | 21.50 | -0.46% | 15.87万 | 3.41 ...

Group 1: Market Performance - From January 1 to 18, the national passenger car retail sales reached 679,000 units, a year-on-year decrease of 28% and a month-on-month decrease of 37% [1][5] - During the same period, the wholesale volume of passenger cars was 740,000 units, down 35% year-on-year and 30% month-on-month [1][9] - The retail sales of new energy vehicles (NEVs) in the same timeframe were 312,000 units, reflecting a 16% year-on-year decline and a 52% month-on-month decline [1][5] Group 2: Production Trends - In the first two weeks of January, the production of pure fuel light vehicles was 91,000 units, down 85% year-on-year and 77% month-on-month [1] - The production of hybrid and plug-in hybrid vehicles totaled 139,000 units, a year-on-year decrease of 65% and a month-on-month decrease of 75% [1] Group 3: Policy Impact - The National Development and Reform Commission announced a policy to implement large-scale equipment updates and a trade-in program, which is expected to boost domestic car consumption [5] - The subsidy for passenger car trade-ins is projected to decrease by 20% to 30% compared to 2025, indicating a structural adjustment in the policy [5][11] Group 4: Future Outlook - The market is expected to improve as local subsidy details and channels are fully launched, along with the gradual release of purchasing power before the Spring Festival [5] - The first month of the year typically sees a "New Year sales boost," and despite the current weak performance, there is an anticipation of a slight increase in year-on-year sales due to pre-orders and market dynamics [9][11]

人民财讯1月21日电，据乘联分会官微消息，1月1日—18日，全国乘用车市场零售67.9万辆，同比去年1 月同期下降28%；全国乘用车新能源市场零售31.2万辆，同比去年1月同期下降16%。 ...

证券之星消息，1月21日乘用车板块较上一交易日下跌0.72%，上汽集团领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601238 广汽集团 | | = 219.60万 | 0.89% | 1618.66万 | 6.53% | -1838.26万 | -7.42% | | 000625 长安汽车 | | 218.77万 | 0.37% | -3199.77万 | -5.46% | 2981.00万 | 5.09% | | 600104 上汽集团 | | -76.84万 | -0.07% | 5956.48万 | 5.21% | -5879.64万 | -5.15% | | 000572 海马汽车 | | -531.67万 | -1.22% | -2300.60万 | -5.29% | ...