中国新能源汽车与电池月度报告_新能源汽车月度观察：国内新能源汽车保险同比增 3%；电池成本环比上升China EV & Battery Monthly _EV Monthly_ Domestic EV insurance up 3% YoY; battery cost rose sequentially

CPCA reports 1-18 January numbers: EV retail down 16% YoY, wholesale down 23% YoY ab Global Research owered by UBS Evidence Lab YES P The China Passenger Car Association (CPCA) reported January 1-18 January 2026 retail EV sales volume of 312k units, down -16% YoY and -52% MoM, while wholesale EV volume declined to 348k, down -23% YoY and -46% MoM. The early numbers show signs of continued weakening, which adds more pressure to the 2026 demand outlook. UBS Evidence Lab's China Auto Model Search Monitor (> Ac ...