January car market differentiation intensifying: Independent brands shuffle, new forces decline month-on-month.

As of February 2nd, the production and sales data for January 2026 of mainstream domestic car companies have been successively disclosed. The overall market presents a distinct pattern of "traditional domestic leading the way, new forces under pressure": top car companies such as SAIC, Geely, and Chery have achieved a sales growth of more than 20% year-on-year, while the rankings of domestic brands have been restructured due to differences in performance in new energy and exports. At the same time, 9 mainstream new energy vehicle manufacturers have collectively experienced a month-on-month decline. Industry analysis points out that short-term policy changes, seasonal effects, and other factors have disrupted the market, but the core competitiveness of domestic car companies continues to improve, intensifying the "Matthew effect" of new forces, and the long-term logic of high-quality development in the industry remains unchanged.