由上表清晰可见，2026年1月，排名前十中有5家企业的7米以上新能源客车销量都实现了同比逆势增长，有2家企业更是实现环比与同 比"双增"。其中，比亚迪凭借优质的产品力和在"三电"领域的核心竞争优势，以442辆拿下新年首冠，且是本月唯一销量突破400辆的 新能源客车品牌，环比增长10.22%，同比增长54.55%，市场份额达20.68%；排名第二的厦门金龙，销量为260辆，同比增长 6.56%，排名重返三甲之列；排名第三的是宇通客车，销量为249辆。 2026年1月，国内大中型新能源客车销量"遇冷"。 根据中国客车统计信息网发布的数据显示，2026年1月，我国新能源客车（全文均指7米以上大中型新能源客车数据）共销售2137辆， 环比下降77.63%，同比下降19.66%.。 虽然新年首月市场整体表现不尽如人意，但具体到各客车企业及其在细分领域的表现，我们仍能发现诸多亮点。下面，我们一起来看一 看。 | | | 2026年1月7米以上新能源客车市场销量情况 (单位:辆) | | | | | --- | --- | --- | --- | --- | --- | | 排名 | 企业/总计 | 1月销量 | 月度份额 ...

Core Viewpoint - In November 2025, the sales of large and medium-sized new energy buses in China experienced significant growth, with a total of 9,924 units sold, marking a 39.05% month-on-month increase and a 56.60% year-on-year increase, indicating a robust market performance [1][2]. Sales Performance of Leading Companies - Ankai Bus achieved the highest sales with 2,274 units, reflecting a staggering month-on-month growth of 501.59% and a year-on-year growth of 1,676.56%, capturing a market share of 22.91% [2][5]. - Yutong Bus ranked second with 1,786 units sold, showing a month-on-month increase of 45.80% and a year-on-year increase of 42.99% [5][7]. - CRRC Electric ranked third with 1,142 units sold, with a month-on-month growth of 23.86% and a year-on-year growth of 66.47% [5][7]. - Other notable performers included Xiamen Golden Dragon and Geely Far Star, with sales of 767 and 557 units respectively, both showing significant growth [5][7]. Market Share Insights - The top three companies accounted for a combined market share of 52.42%, an increase from 39.30% in October, while the top five companies held nearly 70% of the market [11][12]. - The total market share of the top ten companies reached 89.03%, up from 86.72% in September [11]. Cumulative Sales Data - From January to November 2025, a total of 49,103 units were sold, representing a year-on-year increase of 37.13% [1][11]. - Ankai Bus and Suzhou King Long were the only two companies among the top ten to achieve cumulative sales growth exceeding 100%, with increases of 257.01% and 153.15% respectively [11][21]. Segment Performance - In the bus segment, 6,390 units were sold in November, with a market share of 64.39%, while the seat bus segment saw sales of 3,218 units, reflecting a month-on-month increase of 197.41% and a year-on-year increase of 210.62% [14][22]. - The "other buses" category, including school buses, sold 316 units, with a remarkable year-on-year growth of 532.00% [14][15]. Conclusion - The November performance of the new energy bus market in China indicates a competitive landscape with several brands showing significant growth, setting the stage for a strong finish to the year as companies prepare for the annual competition [26].