活动现场。 近日，"零跑汽车2026年会被员工吐槽"一事引发关注，多位员工发文称年会现场"没有空调、自带干 粮"等。2月3日，零跑汽车相关负责人向南都N视频记者表示，"零跑汽车创始人朱江明已发布内部全员 信，直面此次年会暴露的组织能力短板问题，明确表示已启动年会全流程复盘优化。" 2月3日，零跑汽车相关负责人就此事向南都记者表示，"零跑汽车创始人朱江明迅速发布内部全员信， 直面此次年会暴露的组织能力短板问题，明确表示已启动年会全流程复盘优化。" 南都记者注意到，这封内部全员信发布于2月2日深夜。朱江明在信中表示，"汽车电子的年会，让部分 员工体验不佳、受了委屈，这暴露了公司组织能力的短板，我们必须正视。公司已启动这次年会的全面 复盘，从筹备到执行全流程优化。这次年会的筹办团队，想到用工厂仓库开年会，有成本意识是好事， 但前提是把事情做好，让员工满意、让用户满意，希望大家共同督促，我们发现问题解决问题，一定做 得更好。" 采写：南都N视频记者 彭雨欣 据了解，此次引发争议的活动为零跑汽车2026电子产品线年会盛典。多名员工称年会"拉胯"，有员工发 文表示，"早上冒雨前往，到了就冻着等菜，没信号、没网络、冻得脚都 ...

2月1日，各家车企相继发布了1月销量。从整体上看，汽车行业实现2026年"开门红"，大多数车企1月销量同比取得正增长，但这一同比增长是由于2025年春 节在1月，去年同期的新车销售基数较低。 环比数据上，大多数车企1月销量下滑明显，主要原因在于2025年12月新能源汽车还享受购置税全额减免政策，同时车企为年底冲量，在12月出台了许多其 他优惠政策。进入2026年1月后，新能源汽车购置税开始减半征收，车企购置税兜底政策也随之结束。另外，1月各地具体的购车补贴细则尚未全部出台，导 致消费者存在观望情绪，影响了车市终端销售情况。 具体来看，问界汽车1月交付约4万辆，同比增长83%，环比下滑30.74%；小米汽车1月交付超3.9万辆，去年同期为超2万辆，去年12月为超5万辆；零跑汽车 1月全系交付达3.21万辆，同比增长27%，环比下滑46.94%。 比亚迪1月销售21.01万辆，其中海外销量表现亮眼，乘用车及皮卡海外销售10万辆，同比增长43.3%。分品牌来看，比亚迪品牌销售17.75万辆；方程豹品牌 销售2.16万辆；腾势品牌销售6002辆；仰望品牌销售413辆。 长城汽车1月销售新车9.03万辆，同比增长11. ...

Core Insights - The automotive market in January 2026 shows a clear distinction between traditional domestic brands, which are performing strongly, and new energy vehicle (NEV) startups, which are facing challenges [1][5] Traditional Domestic Brands Performance - Major traditional automakers like SAIC, Geely, and Chery reported over 20% year-on-year sales growth in January 2026, with SAIC leading the market [2][3] - SAIC sold 327,400 vehicles in January, a 23.9% increase year-on-year, with 214,000 units from its own brands, marking a 39.6% increase [2] - Geely's sales reached 270,200 units, a 1% year-on-year increase, with NEV sales contributing significantly [2] - Chery's sales totaled 200,300 units, with exports accounting for 119,600 units, a 48.1% increase year-on-year [3] - GAC Group saw a significant increase in sales, reaching 116,600 units, up 18.47% year-on-year, driven by its new energy and overseas sales [3] New Energy Vehicle Startups Challenges - In contrast, nine major NEV startups experienced a collective decline in sales, with month-on-month drops ranging from 21.2% to 47.0% [5][6] - Despite the downturn, some brands like NIO and Zeekr reported year-on-year growth exceeding 95% [6][7] - The decline in NEV sales is attributed to short-term factors such as policy changes and seasonal demand fluctuations [6][7] - The market is expected to stabilize post-policy transition, with a potential recovery in sales anticipated in February and March 2026 [7] Market Dynamics and Future Outlook - The automotive industry is witnessing a restructuring of brand rankings, with traditional brands solidifying their positions while new entrants face increasing competition [1][5] - The long-term growth logic of the NEV sector remains intact, with expectations for a gradual recovery as new products are launched and market conditions improve [7]

截至2月2日，国内主流车企2026年1月产销数据陆续披露。整体市场呈现"传统自主强势领跑、新势力普 遍承压"的鲜明格局：上汽、吉利、奇瑞等头部车企销量同比多实现20%以上增长，自主品牌座次因新 能源与出口表现差异出现重构。 与此同时，9家主流造车新势力则遭遇集体环比下滑。业内分析指出，短期政策切换、淡季效应等因素 扰动终端，但自主车企核心竞争力持续提升，新势力"马太效应"加剧，行业高质量发展的长期逻辑未 变。 ● 本报记者 龚梦泽 自主品牌座次重构 奇瑞集团凭借出口优势跃居前列，1月销售汽车20.03万辆，其中出口11.96万辆，同比增长48.1%，连续 9个月出口突破10万辆。新能源板块同样稳步推进，1月销量5.21万辆，形成"出口+新能源"双轮驱动格 局。旗下主要品牌中，奇瑞品牌销量13.56万辆，捷途品牌4.27万辆，星途、iCAR、智界品牌分别销售 5276辆、3419辆、4506辆，产品矩阵覆盖从主流到高端的全细分市场。 广汽集团自主板块爆发式增长，推动整体销量达11.66万辆，同比增长18.47%。这是昊铂埃安BU和传祺 BU完成组建后首次披露月度销量，成效立竿见影：昊铂埃安BU销量超2.16万辆 ...

2026年1月，在政策切换与年终促销透支的双重作用下，国内车市经历深度调整。 据乘联分会初步推算，1月狭义乘用车零售市场规模约为180万辆，环比下降20.4%，同比微增0.3%。多家传统车 企和造车新品牌发布的销量数据也显示，今年1月汽车市场整体呈现销量环比下滑、同比上扬的局面。 上汽集团1月销量达32.74万辆，同比增长23.94%，为当月销量规模最高的车企。 吉利汽车集团1月乘用车销量达27.02万辆，同比增长1.29%，环比增长14.08%，成为目前唯一实现同环比正增长的 企业。 比亚迪1月销量国内下滑、海外增长。当月总销量约21万辆，其中海外市场销量超10万辆，同比增长51.47%。海 外市场的快速拓展正成为比亚迪重要的增长引擎。比亚迪品牌及公关部门总经理李云飞年初透露，公司计划在 2026年向中国以外地区销售130万辆汽车。 （文章来源：新京报） 新势力车企中，小米汽车1月交付量超3.9万辆，首次超越零跑汽车。赛力斯、极氪、蔚来1月销量同比分别增长 104.85%、99.7%和96.08%，成为当月表现亮眼的高增长梯队。 吉利汽车集团 14.08% 270167 1% 比亚迪 210051 -30. ...

Core Insights - The automotive industry faced a significant downturn at the beginning of 2026, with many companies reporting disappointing sales figures compared to December 2025, despite some year-on-year growth due to low bases from the previous year [1][4][6] - The market is experiencing a reshuffling, with new entrants like AITO and Xiaomi gaining traction while established players like Li Auto and Xpeng are struggling [3][12][20] Group 1: Market Performance - January 2026 saw a 28% year-on-year decline in retail sales of passenger vehicles, with a 37% drop compared to December 2025 [6] - The new energy vehicle (NEV) market specifically experienced a 16% year-on-year decline and a 52% month-on-month decline [6] - AITO led the new energy vehicle segment with a delivery of 40,016 units, marking a significant year-on-year increase of 83% [13] Group 2: Company-Specific Performance - Xiaomi and AITO both reported over 39,000 units delivered in January, while Li Auto and Xpeng fell below the 30,000 mark [3][15] - Li Auto's deliveries were 27,668 units, showing a 37% month-on-month decline and an 8% year-on-year decline due to battery supply issues [20][22] - NIO delivered 27,182 units, a 96.1% year-on-year increase but a 43% month-on-month decline, with the new ES8 model being a key contributor [22][23] Group 3: Competitive Strategies - Companies are responding to market pressures by adjusting pricing strategies, with BMW reducing prices on 31 models and some brands offering zero-interest loans [6][7] - AITO and Xiaomi are launching new financial purchase plans to stimulate sales, including low-interest financing options [11][23] - The competitive landscape is intensifying, with companies like Geely and BYD also adjusting their strategies to maintain market share [26][28] Group 4: Traditional Automakers - Geely emerged as the top-selling automaker in January 2026 with 270,000 units sold, surpassing BYD's 210,000 units [26][28] - BYD's sales dropped by 30.11% year-on-year, with a significant 50.04% decline from December 2025 [28][30] - Chery and Great Wall Motors also reported declines, with Chery's sales at 200,269 units and Great Wall's at 90,312 units, reflecting broader market challenges [33][35]

消息面上，开源证券发布研报称，2026年1月，国内乘用车市场同比持平但环比下滑，其中新能源汽车 销量承压明显，渗透率降至约44.4%。市场呈现结构性分化：问界、小米等凭借爆款车型实现高增长； 燃油车为部分品牌提供短期支撑；比亚迪股份等纯新能源品牌销量承压。展望2026年，行业重点看好高 端化发展与海外市场拓展两大方向。 该机构表示，1月为春节前最后一个完整销售月，工作日数量明显多于2025年同期，但受购置税减免退 坡产生透支效应、以旧换新政策退坡各省逐步落实等影响，乘用车零售销量有望实现180万辆、日均5.8 万辆，同比基本持平、环比下滑明显。具体来看，根据乘联会数据，1月首周车市疲软，日均零售3.0万 辆；第2周需求略有恢复，日均零售5.0万辆；1月第3周，随着以旧换新补贴陆续落地，车市热度缓慢回 升，日均零售有望达5.7万辆；1月第4周，在补贴政策基本落实与年前首购需求增强的双重推动下，车 市日均零售量有望有望冲高至12.0万辆。分能源形式看，1月燃油车销量预计相对有支撑，主要系冬季 为传统燃油车销售旺季、购置税减免退坡缩小油电价差；反观新能源车，受政策及季节性因素影响明 显，预计1月零售销量约80万辆， ...

Core Insights - Leap Motor reported a total delivery of 32,059 vehicles in January 2026, marking a year-on-year increase of 27% [2] - The company received an ESG "AA" rating in January, indicating strong performance in environmental, social, and governance aspects [2] - Leap Motor expanded its retail network by adding 85 new stores, bringing the total number of stores to 1,068 as of January 5, enhancing customer accessibility to its products and services [2] Group 1: Brand and Product Development - The Leap A10 smart long-range SUV was showcased at the Brussels Motor Show, featuring a classic and flexible design that aligns with European urban mobility needs, garnering significant attention from media and consumers [2] - The company launched the "Leap A10 Co-Creation Contest" on January 24, inviting users to contribute creative ideas for the A10 urban skin modification challenge, promoting user engagement in product design [2] Group 2: Strategic Outlook - Leap Motor is focused on comprehensive development across brand building, channel expansion, product internationalization, market engagement, and social responsibility [2] - The company expressed confidence in its future growth, emphasizing a user-centric approach and technology-driven strategy in the context of global market trends [2]

根据2026年2月1-2日各大车企发布的最新数据，2026年1月中国汽车市场销量排行如下： 车企集团销量排行（TOP 5） | 排名 | 车企集团 | 1月销量 | 同比变化 | 主要亮点 | | --- | --- | --- | --- | --- | | 1 | 吉利汽车集团 | 270,167辆 | +1% | 海外出口60,506辆，同比翻倍；新能源124,252辆 | | 2 | 比亚迪 | 210,051辆 | -30.11% | 出口100,482辆，同比+51.47%，蝉联新能源冠军 | | 3 | 奇瑞集团 | 200,269辆 | -10.72% | 出口11.96万辆，同比+48.1%，出口占比近60% | | 4 | 广汽集团 | 116,622辆 | +18.47% | 自主品牌超4.9万辆，同比+87.58% | | 5 | 长城汽车 | 90,312辆 | +11.59% | 海外销量40,278辆，同比+43.77% | | | 🚀 造车新势力销量排行（TOP 10） | | | | 排名 品牌 1月销量 同比变化 备注 1 问界（AITO） 40,016辆 +83% 鸿蒙智 ...

2月1日，多家新能源车企公布1月销量。比亚迪销量21.01万辆，同比下降30.11%；小鹏交付了20011 辆，同比下降34.07%；理想交付27668辆，同比下降7.55%。 | HK | (+) | 比亚迪股份 | 93.100 | -4.76% | -4.650 | | --- | --- | --- | --- | --- | --- | | | | 01211 | | | | | HK | (+) | 小鹏汽车-W | 65.100 | -9.14% | -6.550 | | | | 09868 | | | | | HK | (4) | 蔚来-SW | 36.060 | -6.63% | -2.560 | | | | 09866 | | | | | HK | ( | 零跑汽车 | 40.140 | -5.37% | -2.280 | | | | 09863 | | | | 其中，比亚迪股份（1211.HK）跌4.86%，新势力头部"蔚小理零"中，小鹏汽车（09868.HK）跌9%，蔚 来-W（09866.HK）跌6.73%，零跑汽车（09853.HK）跌5%。 2月2日早盘，港股新能源汽车股集体大跌 ...