2025年，我国汽车产销量均突破3400万辆，再创历史新高。 春擂奋进鼓，跃马赴新程。2026年作为"十五五"开局之年，车市竞速再启新篇，不少汽车 企业陆续敲定年度销量目标，增幅亮眼、布局明晰，各家卯足马力冲刺新赛道。 一起来看这份硬核目标清单！ 中国一汽 2025年销量：330.2万辆 2026年目标：354.6万辆 点评：全年整车销量瞄准354.6万辆，较2025年同比增长7.39%。2026年是中国一汽"全面转 型发展新突破三年行动"首战之年。中国一汽董事长邱现东强调，要有背水一战的决心，要有敢 闯善创的本领，要有冲锋在前的实干，要锚定全面建成科技公司这一中心任务，驭势担责、勇开 新局，实现首战必胜。 东风汽车 2025年销量：291.3万辆 2026年目标：330万辆 点评：销量目标同比增长13.3%，其中新能源销售目标为140万辆，同比增长26.2%。2025年 长安汽车销量创下9年来新高。长安启源、深蓝、阿维塔三驾新能源马车各司其职，启源打性价 比、深蓝抓年轻人、阿维塔冲高端，使得新能源车型销量更是暴涨51.1%。据悉，2026年长安规 划新车超过8款。新央企，新长安，整装出发、全面启航。 202 ...

智通财经APP获悉，2月24日，乘联分会秘书长崔东树发文介绍全国商用车国内保险特征—2026年1月。根据国家金融局交强险数据，国内商用车交强险数 据的2025年商用车强势增长。由于新能源车强势增长和报废更新政策促进车辆更新，2025年新能源商用车整体呈现快速拉升的良好局面。今年商用车1月 增长较强，1月商用车国内销量实现20万台，同比增19%，环比降34%，今年创出近几年1月新高的良好水平。 在2025年末政策翘尾后，2026年1月份新能源商用车达到5万台，同比增长63%，环比下降64%.依旧保持良好走势。 从2019-2021年，整个新能源商用车的渗透率在3%左右水平，2022年达到9%，2023年达到11%，2024年全年达到20%，2025年就达到渗透率29%的良好水 平，体现了新能源商用车强势增长良好态势。2026年1月商用车新能源渗透率26%， 较同期增长7个点，相对较强。 26年1月的卡车新能源渗透率21%，客车新能源渗透率54%，较同期均有大幅提升。其中重卡达到34%、轻卡达到20%，高油耗高税收的物流车型新能源渗 透率提升较大。重卡电动化带来储能效果的体现，有效稳定了电网的用电负荷。 1、 全 ...

2026年首月，国内皮卡在时隔近一年后重新实现同比正增长。尽管受市场透支及新能源购置税政策调整等因素影响，市场整体环比下 滑，但品牌竞争格局也呈现出新的变化。 | | 026EE | | | --- | --- | --- | | | 卡终端销量排行 | | | 排名 | 品牌 | 销量(辆) | | 01 | 长城 | 9185 | | 02 | 江铃 | 3097 | | 03 | 郑州日产 | 2989 | | 04 | 江西五十铃 | 1355 | | 05 | 江淮 | 829 | | 06 | 福田 | 742 | 具体请看第一商用车网带来的最新报道。 1月皮卡实销20814辆 同比增长3.33% 根据第一商用车网最新统计， 2026年1月，国内皮卡市场共计销售20814辆 （数据来源为交强险实销口径，不含专用类皮卡车型和出 口，下同），环比12月下滑18.56%，同比2025年1月增长3.33%，时隔近一年再次实现了同比正增长（上次同比增长为2025年2 月）。 从燃料类型来看，2026年1月份，国内柴油皮卡销量为14001辆，环比下滑12.82%,同比下降4.71%；纯电动皮卡销量为1295辆 ...

2026年1月份，我国客车市场同比下降6%，整体销售3.52万辆。作为客车市场中占比最大的细分市场，在2025年4-12月收获同比"9 连增"的轻客市场表现如何？能否收获"开门红"？ 2026年首月，轻客行业格局有何变化？ 请看第一商用车网的分析报道。 第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同），2026年1月份，我国客车市场（含底盘）销售 3.52辆，环比下降45%，同比下降6%。其中，轻型客车销售2.70万辆，环比下降39%，同比下降12%，同比增幅遭遇转负，这一轮 长达9个月的连增势头就此终结。 大通/江铃份额超20%争冠，江淮/福田/厦门金龙等逆增 2026年1月份，轻客市场整体销量同比下降12%，主流企业有增有降。 | 1月排名 | 企业/意计 | 1月销量 | 月度份额 | | | 同比增长 本年累计 同期累计 累计增长 | | 累计份额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2.70万 | 100% | -12% | 2.70万 | 3.06万 | -12% | 100% ...

2026年1月份，我国新能源重卡市场同比增长127%，整体销量达到1.61万辆。包括充电重卡在内，多个细分市场同步实现翻倍增长， 收获含金量颇高的"开门红"。 而1月份充电重卡市场远不止一个"开门红"能够形容。 请看第一商用车网的分析报道。 1月销1.15万辆大增168%，连续25个月销量翻倍 2026年1月份，国内新能源重卡市场共计销售1.61万辆（注：本文数据来源为交强险实销口径，不含出口和军车，下同），环比2025 年12月份下降65%，同比增长127%。1月份，纯电动重卡（包括换电和充电）销售1.59万辆，占比高达98.88%，仍是新能源重卡最 重要的组成部分。这其中，充电重卡销售1.15万辆，环比下降61%，同比增长168%，同比增幅较上月（+228%）有所缩窄，这已是 充电重卡连续第25个月实现翻倍增长。2026年1月份，充电重卡168%的同比增幅继续跑赢新能源重卡市场"大盘"，这是充电重卡连续 第29个月跑赢新能源重卡市场"大盘"。1月份，充电重卡在纯电动重卡销量中的占比达到72.33%，较上月（71.83%）略微提升（如下 图），比2025年全年占比（69.61%）则高了接近3个百分点。 根据 ...

2025年，我国新能源轻卡市场累计销售17.7万辆，全年有10个月销量超万辆，并在2025年12月份创造了2.49万辆的史上最高月销 量。 2026年，新能源轻卡市场会以怎样的表现开局呢？一众轻卡生产企业谁又能在2026年首月的新能源轻卡市场拔得头筹呢？ | | 企业 | 销量 | 同比增长 月度份额 | | | --- | --- | --- | --- | --- | | 01 | 上汽跃进 | 1674 | 314% | 16.0% | | 02 | 远程新能源商用车 1603 | | 65% | 15.4% | | 03 | 福田汽车 | 1338 | 71% | 12.8% | | 04 | 中国重汽 | 874 | 274% | 8.4% | | 05 | 比亚迪 | 728 | 139% | 7.0% | | 06 | 东风公司 | 606 | 114% | 5.8% | | 07 | 工法与左 | EEC | 220/ | 5 20% | 请看第一商用车网的分析报道。 根据第一商用车网掌握的最新数据，2026年1月份，国内新能源轻卡市场共计销售1.04万辆（注：本文轻卡指总质量3.5-6T货车 ...

Core Viewpoint - In January 2026, China's commercial vehicle industry experienced a 23% year-on-year growth in overall sales, with the truck market growing by 28%, indicating a strong start to the year [1][3]. Group 1: Truck Market Performance - The truck market sold a total of 323,500 units in January 2026, showing a 10% decrease from December 2025 but a 28% increase year-on-year [3]. - The light truck market, which includes light trucks, small trucks, and pickups, sold 159,500 units in January 2026, reflecting a 20% month-on-month decline and an 8% year-on-year growth [3][5]. - The light truck market's 8% year-on-year growth is significantly lower than the overall truck market's growth, making it the only segment to underperform compared to the market average [5]. Group 2: Historical Context and Market Dynamics - The January 2026 light truck sales of 159,500 units rank as the fourth highest in the past decade, with the average sales for January typically around this figure [5]. - The performance in January 2026 is considered moderate, attributed to the absence of the Spring Festival impact that affected January 2025 sales [5][16]. Group 3: Company Performance and Market Share - Five companies sold over 10,000 light trucks in January 2026, with Foton leading at 36,300 units, followed by JAC, Dongfeng, Great Wall, and Jiangling [8][9]. - The top ten companies in the light truck market accounted for 88.4% of total sales, with the top five companies alone holding 62.7% of the market share [8]. - Among the top ten companies, eight experienced sales growth compared to the previous year, with Dongfeng and Farizon showing significant increases of 61% and 91%, respectively [12][14]. Group 4: Market Outlook - The light truck market in 2026 is expected to be competitive, with various companies vying for market share and performance improvements [16].

唐大使对中拉企业合作将奇瑞汽车引入波罗的海市场表示热烈祝贺。表示前期中欧双方本着相互尊重的 态度，就欧盟对华电动汽车案进行了多轮磋商并取得重要积极成果，不仅有利于中欧经贸关系健康发 展，也为中拉汽车产业合作注入了信心，向世界展示了中欧愿共同维护以规则为基础的国际贸易秩序， 为各国通过对话协商妥善解决分歧树立良好范例。希望未来能够看到更多两国企业合作的案例，为双方 人民带来更多福祉。 近日，唐松根大使应邀出席奇瑞汽车波罗的海地区首发仪式并致辞，张健二秘陪同。 ...

Core Viewpoint - The heavy truck market in January 2026 achieved a sales volume of 105,400 units, marking a year-on-year increase of 46%, indicating a strong start to the year [1][3][16]. Group 1: Market Performance - In January 2026, the heavy truck market recorded sales of 105,400 units, with a month-on-month increase of 3% and a year-on-year increase of 46% [3]. - The tractor market, a key segment of the heavy truck market, sold 54,600 units in January, reflecting a month-on-month growth of 7% and a year-on-year growth of 54%, achieving a "9 consecutive months of growth" milestone [3][7][16]. - The tractor market's year-on-year growth rate of 54% in January was 29 percentage points higher than the previous month, which had a growth rate of 25% [7]. Group 2: Historical Context - Over the past five years, January tractor market sales have fluctuated, with 2024 and 2026 being the only years to show significant growth, while 2022, 2023, and 2025 experienced declines [5]. - January 2026's sales of 54,600 units marked the only instance in the last five years where sales exceeded 50,000 units in January [5]. Group 3: Company Performance - In January 2026, the top two companies in the tractor market were Heavy Truck and Jiefang, with sales of 14,600 and 12,400 units respectively, making Heavy Truck the market leader for the month [7][9]. - Among the top ten companies in the tractor market, nine experienced year-on-year growth, with Dongfeng and Xugong achieving remarkable increases of 147% and 143% respectively [9]. - The market share of the top ten companies in the tractor market reached 99.2%, with the top five companies accounting for nearly 90% of the market [13]. Group 4: Competitive Landscape - The rankings of the top ten companies in the tractor market changed in January 2026, with Jianghuai returning to the top ten, and Heavy Truck moving up to the first position [14]. - The competition in the tractor market remains intense, as the sales figures for companies ranked lower in the top ten were closely matched, indicating a highly competitive environment [14].

Core Insights - In 2025, Chinese automakers achieved a total global sales volume of 27 million vehicles, surpassing Japan for the first time in over 20 years, marking a significant milestone in the automotive industry [1] - Chinese automobile exports reached 8.32 million units in 2025, maintaining the title of the world's largest exporter for the third consecutive year, with Japan trailing at 4.21 million units [1] - Nine Chinese automakers have already set ambitious overseas sales targets for 2026, indicating confidence in continued growth in international markets [1][2] Group 1: Sales Performance - In 2025, Chery, SAIC, and BYD each exceeded 1 million units in overseas sales, with Chery selling 1.34 million units, representing nearly half of its total sales and a 17% increase year-on-year [3] - BYD's overseas sales surged by 145%, showcasing rapid growth from negligible figures to over 1 million units in just four years [3] - The overall export volume of Chinese automobiles grew by 29.9% in 2025, with December alone witnessing a remarkable 73.2% year-on-year increase, reaching 994,000 units [5] Group 2: Market Trends - The export of Chinese new energy vehicles (NEVs) reached 3.43 million units in 2025, a 70% increase, reflecting a growing global acceptance of electric vehicles [8] - In Europe, electric vehicles accounted for a record 19% of the market share in 2025, with Germany producing 1.67 million electric passenger cars, marking a 23% year-on-year growth [10] - Chinese brands are increasingly gaining traction in international markets, with significant sales growth in Australia and Europe, where they are becoming more competitive against traditional automakers [10][12] Group 3: Strategic Developments - Chinese automakers are expanding their presence in North America and Latin America, with Mexico becoming the largest market for Chinese car exports in 2025 [14] - Agreements with Canada allow Chinese companies to export electric vehicles at a reduced tariff rate, indicating a favorable trade environment [16] - The establishment of local supply chains and partnerships in various regions is a strategic move to enhance competitiveness and market penetration [16][17]