编前：近日，各大主流车企陆续公布了2025年全球销量数据。头部格局相对稳定：丰田汽车以逾千万辆的成绩实现六连冠，而大众集团连续6年位列第二， 两者的差距进一步拉大。凭借现代汽车和起亚汽车在全球尤其是北美市场的亮眼表现，现代汽车集团稳居季军。通用汽车和Stellantis集团则依然位列第四 和第五。 值得注意的是，由于在新能源汽车领域取得的突出成绩，以及"出海"战略的持续深化，中国车企近年来海外销量猛增，2024年比亚迪、吉利控股集团两家 中国车企跻身全球车企销量榜前十，且分别排在第七、第十位。2025年稳中有进，比亚迪全球销量首次超越福特，成为全球第六大汽车制造商；吉利控股 集团也超过本田、铃木、日产，在榜单中的排名上升至第八位。 相比之下，日产全球销量继续下滑，掉出前十，由铃木取而代之。另外，长安汽车2025年总销量291.3万辆，同比增长8.5%；奇瑞集团280.64万辆，同比 增长7.8%。这两家中国车企与第十名铃木的差距并不算大。如果保持现在的增速，可以预见的是，未来会有更多中国车企跻身全球十大车企行列。 01 丰田汽车 1132万辆 近日，丰田汽车集团公布了2025年全球销量数据：含日野、大发在内， ...

【文/观察者网 陈思佳】上个月，美国总统特朗普在底特律经济俱乐部发表演讲称，如果中国汽车制造商在美国 建厂并雇佣美国人，他愿意允许他们进入美国。据英国《金融时报》2月16日报道，这一表态让美国汽车行业感 到"震惊"，他们担心，极具竞争力的中国车企可能抢走美国车企的市场份额。 近年来，中国车企凭借先进、高质量且价格低廉的电动汽车，迅速在全球范围内抢占市场份额，让西方传统汽车 巨头难以招架。但美国设置了贸易壁垒，一直通过100%关税等手段阻止中国汽车进入美国市场。不过，特朗普的 最新表态似乎意味着，情况有可能发生变化。 报道称，美国汽车企业担心，特朗普可能改变对中国汽车的政策。美国咨询公司中国汽车洞察的创始人涂乐透 露，近期来自北美汽车制造商的咨询业务显著增长，这些企业想知道，他们是应该防范中国车企的竞争，还是与 中国车企开展合作。 咨询公司AlixPartners的全球汽车市场负责任马克·韦克菲尔德也表示，对于中国车企可能进入美国市场的前景，美 国车企的高管们"相当紧张和担忧"。 2月13日，江苏省连云港港东方港务分公司码头，滚装轮在装载出口车辆 IC photo 些份额。" 然而，美国汽车行业也担心，中国已具 ...

Core Viewpoint - In 2025, China's automobile exports reached 8.324 million units, a year-on-year increase of 29.9%, with export value at $142.46 billion, up 21.4%, indicating a significant global presence of Chinese automobiles [2][3]. Group 1: Who is Selling - The leading exporters are the "Big Three": Chery, SAIC, and BYD, with Chery exporting over 1.34 million units, SAIC's MG brand selling 1.07 million units, and BYD surpassing 1 million units for the first time [3]. - The second tier includes Great Wall, Changan, and Geely, with Great Wall establishing factories in Russia and Thailand, and Changan making strides in Mexico and Chile [6]. - The third tier consists of new energy vehicle manufacturers and commercial vehicle producers, with NIO and Xpeng targeting high-end markets in Germany and Norway, while Yutong and BYD dominate the global electric bus market [6]. Group 2: Market Trends - Chinese automakers are diversifying their export strategies, avoiding political entanglements with the West by establishing local production in countries like Mexico and Hungary [6]. - The exported vehicles are often tailored to local markets rather than being the most expensive models from China, with plug-in hybrid vehicles making up 13% of total exports, indicating a shift towards practical solutions [6][7]. - The popularity of plug-in hybrids is attributed to the lack of fast-charging infrastructure in 90% of countries, making them a suitable transitional technology [7]. Group 3: Export Destinations - The export market is diversified, with Asia, Europe, and Latin America as the main regions, and Mexico, Russia, and the UAE being the top three destinations for Chinese vehicle exports [7]. - The U.S. tariffs on Chinese electric vehicles have led companies to establish production in Mexico to circumvent these barriers, allowing vehicles to be exported to the U.S. duty-free [8]. - In Russia, the exit of Western automakers due to the Ukraine conflict has created a market gap that Chinese companies are rapidly filling, capturing over 51% of the new car market share [8]. Group 4: Defining Future Standards - The narrative around automotive standards is shifting from traditional German and Japanese benchmarks to a new "Chinese standard," focusing on innovative solutions to global challenges [9].

Core Insights - In January 2026, the Chinese automotive market entered a traditional off-season, with new energy vehicle (NEV) companies facing significant sales pressure and a reshuffling of the sales rankings [1][2] New Energy Vehicle Sales Dynamics - Hongmeng Zhixing topped the new energy vehicle sales in January with 57,915 units delivered, marking a 65.6% year-on-year increase [2] - Xiaomi Auto delivered over 39,000 units, with a focus on the YU7 model as the initial SU7 model has been phased out [2] - Leap Motor delivered 32,059 units, a 27% year-on-year increase, but showed a notable month-on-month decline [2] - Li Auto's deliveries were 27,668 units, experiencing both year-on-year and month-on-month declines due to delays in the i6 model's delivery [3] - NIO delivered 27,182 units, a 96.1% year-on-year increase, with the new ES8 model performing exceptionally well [3] - XPeng Motors delivered 20,011 units, facing declines as it is in a product iteration phase [3] Traditional Automakers' Performance - BYD achieved total NEV sales of 210,051 units in January, with exports reaching 100,482 units, a 51.47% year-on-year increase [4] - Chery Group exported 119,605 vehicles, a 48.1% year-on-year increase, maintaining its position as a leading exporter [4] - SAIC Group sold 327,413 vehicles, a 23.9% year-on-year increase, with a significant rise in overseas sales [4] - Geely's total sales reached 270,167 units, with a notable increase in exports, achieving a doubling in export numbers [4] - Great Wall Motors sold 90,312 vehicles, with overseas sales growing by 43.77% [5] Market Trends and Future Outlook - The decline in market demand is attributed to changes in the new energy vehicle purchase tax policy and the release of pent-up demand from 2025 [5] - Analysts suggest that the domestic passenger car market's growth momentum will shift towards overseas markets, with companies focusing on international expansion as a core growth strategy [5]

Core Viewpoint - The automotive industry is experiencing a significant shift as sales decline across most brands, with Geely surpassing BYD in January sales, marking a pivotal moment in the market dynamics [1][2]. Group 1: Sales Performance - Geely's January sales reached 270,200 units, reflecting a 1% year-on-year growth and a 14% month-on-month increase [4]. - BYD's sales for January were reported at 210,000 units, indicating a competitive landscape where Geely has reclaimed its position as the leading domestic brand [1][4]. - Geely's sales structure showed a notable increase in its China Star series, which sold 134,448 units, up 86% month-on-month, and the high-end series surged by 160% [4]. Group 2: Market Dynamics - The automotive market is at a critical turning point after five years of rapid electrification, with the competition between new energy vehicles (NEVs) and fuel vehicles becoming more pronounced due to policy changes [1][9]. - The reduction of purchase tax incentives has led to a significant drop in the retail penetration rate of NEVs, falling from nearly 60% in December 2025 to approximately 44.4% in January 2026 [5][6]. - The new purchase tax policy, which shifted from full exemption to a 50% reduction, has increased the cost of NEVs, making them less competitive against fuel vehicles [6][9]. Group 3: Strategic Implications - Geely's success in January is attributed to its dual strategy of maintaining both fuel and electric vehicle offerings, allowing for greater flexibility in the current market environment [3][4]. - The market is transitioning from a policy-driven growth model to one focused on value, where companies must enhance efficiency and innovation to survive [9][11]. - Industry experts predict a slowdown in NEV growth to around 8% for the year, down from 30% in the previous year, indicating a challenging environment ahead [11].

这并非一次偶然的位次更迭，而是多重行业变量交织下，车企战略选择、技术布局与资源整合能力的集中校验。透过单月销量的数字博弈，我们能清晰看 到中国汽车产业正在经历从规模扩张向质量竞争、从单一市场向全球布局、从技术跟随向生态引领的深刻重构。 据智通财经2月2日报道，2026年1月车市销量数据出炉，吉利汽车以27.02万辆的成绩实现同环比双增长，成功反超比亚迪登顶销冠，打破了此前新能源赛 道的固有竞争格局。 吉利的登顶，本质是"多品牌协同+技术深耕+全球化布局"三维战略的阶段性胜利。 在传统品牌新能源转型普遍面临阵痛的背景下，极氪品牌以同比翻倍的增速成为绝对增长引擎，其成功并非单纯依赖产品力，更源于吉利在纯电赛道的长 期投入：从SEA浩瀚架构的技术沉淀，到用户生态的持续运营，极氪用差异化定位切中了中高端纯电市场的需求痛点。 与此同时，吉利新能源板块形成了"极氪（中高端纯电）+银河（主流新能源）+领克（混动转型）"的梯度布局，既避免了内部同质化竞争，又实现了对 不同细分市场的全覆盖，吉利汽车1月新能源销量（含吉利银河、领克、极氪三大品牌）达12.4万辆，同比增长2.63%，印证了这一产品矩阵的有效性。 海外市场方面，吉 ...

"中国速度"已成为大众汽车的驱动力，欧洲版的一些车型仅用36个月便完成开发。虽然比不上中国车企 的速度，但相较大众传统开发周期，已是很大进步。"中国速度"理念如今已不仅限于整车企业。意日合 资汽车零部件供应商马瑞利表示，计划以"中国速度"将新产品上市周期从3年缩短至1年。（作者伊恩· 亨利，乔恒译） 英国《汽车制造解决方案》杂志网站1月30日文章，原题："中国速度"重塑全球汽车制造业 副题：中国 电动汽车新势力和传统车企正通过一体化压铸、垂直整合及加速产品迭代重塑汽车制造模式，让全球竞 争对手调整并适应 大多数传统车企已通过合资形式在中国布局。如今，这些业务正面临本土制造商的 激烈竞争。如今的中国市场已成为新技术最可能率先且快速落地应用的最大市场，而主导这一趋势的更 多是本土企业而非跨国公司。这一趋势在电动汽车领域尤为显著，在新的增程式电动汽车等技术领域同 样如此，欧洲正试图追赶中国在这些技术上的领先优势。 来源：环球时报 "中国速度"理念同样体现在中国汽车"欧洲化"的过程中。例如，奇瑞的Omoda 5最初被当地经销商认为 不适合欧洲市场，于是这家中国企业迅速推出改进版，调整转向系统、悬挂、制动和牵引力控制系 ...

格隆汇2月1日｜吉利汽车发布公告，集团于2026年1月的汽车总销量为27.02万部，较去年同期增长约 1%，其中出口总销量和极氪品牌总销量均较去年同期实现翻倍增长。此外，宝腾于2026年1月实现汽车 销量16106部，较去年同期增长约36%。 ...

2025年，吉利控股全年总销量达411.6万辆，同比增长26%，连续5年实现快速增长。吉利控股集团CEO 安聪慧表示，这一成绩得益于吉利深入践行《台州宣言》战略，攥指成拳、集中攻坚。 按计划，吉利控股集团将在2030年实现全球总销量突破650万辆（乘用车+商用车），营收超1万亿元， 跻身全球车企销量前五，其中新能源销量占比约75%，海外销量占比超三分之一。 吉利汽车集团CEO淦家阅表示，吉利汽车将践行"区域深耕"与"全球协同"的全球化发展路径，稳步推进 高质量出海。 2025年，中国汽车产业在"十四五"规划收官之年交出了规模、质量齐上涨的亮眼答卷，全年汽车产销量 再创历史新高，新能源汽车市场占比突破50%，正式迈入新能源主导时代。 "过去一年，汽车行业变革浪潮澎湃，电动化与智能化的深度融合，正以前所未有的力度，加速全球汽 车产业格局重构。"在近日举行的吉利控股集团（以下简称"吉利控股"）战略解析会上，吉利控股集团 CEO安聪慧的一番话勾起了许多人对2025年的无限感慨。 统计数据显示，2025年，吉利控股全年总销量达411.6万辆，同比增长26%，连续5年实现快速增长。其 中，新能源汽车销量达229.3万辆， ...

Core Insights - Geely Holding Group is transitioning from a traditional automobile manufacturer to a smart mobility technology company, marking a significant transformation as it celebrates its 40th anniversary [1] - The company aims to achieve a sales target of 6.5 million vehicles and over 1 trillion yuan in revenue by 2030, with a focus on electric vehicles making up approximately 75% of sales [2][3] Sales Performance - In 2025, Geely's total global sales reached 4.116 million vehicles, a 26% increase year-on-year, marking the first time it surpassed 4 million units and ranking seventh among global automakers [1] - New energy vehicle sales reached 2.293 million units, a 58% increase, with a penetration rate of 56% [1] Strategic Goals - Geely's 2030 strategy, titled "One Geely, Fully Leading," includes achieving annual sales of over 6.5 million vehicles and entering the top five global automakers [2] - The company plans to enhance its strategic capabilities through a "six-in-one" approach focusing on brand, technology, vehicle, ecosystem, talent, and sustainable development [3][5] Brand and Market Strategy - Geely is refining its brand matrix, integrating its sub-brands into a cohesive strategy to enhance market positioning and operational efficiency [5][6] - The company aims to strengthen its global brand presence and operational capabilities, leveraging partnerships with international brands like Volvo and Renault [10][12] Technological Advancements - Geely is building a comprehensive technology ecosystem that includes smart driving, electric architecture, and battery technology, aiming for a 75% penetration rate of new energy vehicles by 2030 [7][9] - The company has introduced advanced driving assistance systems and aims to achieve significant improvements in vehicle efficiency and safety standards [8][9] International Expansion - Geely's overseas sales reached 420,000 units in 2025, with plans to expand its international market presence significantly [10] - The company is adopting a localized approach to international expansion, focusing on partnerships and joint ventures to enhance market penetration and reduce trade barriers [11][12]