January Car Market Diverges: Autonomous Brands Reshuffle, New Forces See Monthly Decline

As of February 2, production and sales data for January 2026 have been successively disclosed by major domestic automakers. The overall market presents a distinct pattern where "traditional self-owned brands lead strongly while new forces generally face pressure." Leading automakers such as SAIC, Geely, and Chery achieved year-on-year sales growth of over 20%, with the rankings of domestic brands undergoing a restructuring driven by differences in New Energy Vehicle (NEV) and export performance. Meanwhile, nine mainstream emerging EV makers experienced a collective month-on-month decline. Industry analysis indicates that while short-term policy transitions and off-season effects have disrupted terminal markets, the core competitiveness of domestic automakers continues to improve. The "Matthew Effect" among new forces is intensifying, yet the long-term logic of high-quality industry development remains unchanged.