头部车企2026目标：比亚迪上汽争霸，二梯队5家冲300万+ | 飞灵

飞灵汽车01-07

飞灵辣评- 两超多超格局形成 -作者｜飞灵汽车来源｜飞灵汽车长安和奇瑞也将在2026年冲刺300万辆的目标。1月6日，奇瑞宣布2026年集团目标320万辆，较2025年增长14.03%。其中，奇瑞汽车股份有限公司（简称奇瑞汽车）旗下五大品牌，将冲击300万辆销量目标，同比增长14.01%。而根据明镜pro爆料，长安也在本周举行的内部大会上，宣布2026年目标为330万辆，同比增长13.3%。其中...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107122430a6fcf859&s=b><strong>飞灵汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>飞灵辣评- 两超多超格局形成 -作者｜飞灵汽车来源｜飞灵汽车长安和奇瑞也将在2026年冲刺300万辆的目标。1月6日，奇瑞宣布2026年集团目标320万辆，较2025年增长14.03%。其中，奇瑞汽车股份有限公司（简称奇瑞汽车）旗下五大品牌，将冲击300万辆销量目标，同比增长14.01%。而根据明镜pro爆料，长安也在本周举行的内部大会上，宣布2026年目标为330万辆，同比增长13.3%。其中...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107122430a6fcf859&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0561508036.HKD","symbol_name":"ALLIANZ CHINA EQUITY \"A\" (HKD) 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-作者｜飞灵汽车来源｜飞灵汽车长安和奇瑞也将在2026年冲刺300万辆的目标。1月6日，奇瑞宣布2026年集团目标320万辆，较2025年增长14.03%。其中，奇瑞汽车股份有限公司（简称奇瑞汽车）旗下五大品牌，将冲击300万辆销量目标，同比增长14.01%。而根据明镜pro爆料，长安也在本周举行的内部大会上，宣布2026年目标为330万辆，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%；海外市场的目标为75万辆，同比增长17.7%。截至目前，国内头部汽车集团中，已经有吉利、东风、长安、奇瑞和长城这五家车企公布了2026年的销量目标。从销量目标数字来看，除长城外，其余四家均希望能够站上300万辆。如果按照从高往低排序，分别是吉利345万辆；长安330万辆；东风325万辆；奇瑞320万辆。而长城汽车2026年员工持股业绩考核目标是180万辆，这可以视为是其2026年的销量目标。这四家要冲击300万辆的“第二梯队”车企中，一汽集团是第二梯队的第一，其在2025年销量就超过了330万。另外，吉利在2025年就以302万辆的成绩，成功站上300万辆大关。其次，距离300万辆最近的是长安汽车，其2025年的销量为291万。但是，其在2025年的目标就是年销300万辆，但以不到9万辆之差，未能达成这一目标。这四家中，目标最激进的是东风。根据2025年1-11月数据估算，其2025年全年销量约190万辆，要完成325万辆，增速就要达到70%；其余三家目标增速均在13%-14%的样子。而比亚迪、上汽和一汽三家暂时还未公布2026年的销量目标。其中，比亚迪和上汽是2025年国内车企销量的第一、第二，两家销量分别为460万辆和450.7万辆，均在450万辆以上；一汽则以330万辆成绩排在第三位。这意味着，比亚迪和上汽2026年的目标销量至少都是在450万辆以上。而一汽的目标也至少会是在330万辆以上，加上一汽，2026年的目标在300万辆以上的车企应该有5家。如果按照上述已经公布的2026年目标以及预估目标来看，比亚迪和上汽这两家第一梯队玩家，将继续角逐行业第一的位置。从销量上来看，这两家在行业中出现了断层优势，与第二梯次的差距超过了100万辆。而其他目标冲击300万辆+的车企，则希望能够跻身或者保持住前TOP5的位置，其中，吉利的目标是TOP3。而长城2025年全年销量为132.37万辆，同比增长7.33%‌。虽然创造了年销新高的销量纪录，但是规模在传统头部车企中最低的，其2026年的180万辆销量目标也是最低的，但目标增速达到了36%，仅次于东风。虽然长城汽车销量规模不高，但其盈利能力表现却比较出色，这是长城汽车一直以来坚持的高质量发展之道。拆分目标来看，目前有吉利、东风和长安三家公布了新能源销量目标，分别是222万辆、170万辆和140万辆。按照去年的新能源销量来看，奇瑞在今年也会冲击百万辆新能源的规模。如果单看新能源2026年的销量目标，吉利瞄准的是成为车企的新能源“二哥”，这可能会对比亚迪产生一定压力。而公布出口2026年目标的有长安和东风两家，分别为75万辆和50万辆，这一规模虽然2025年有了大幅提升，但是较出口过百万的奇瑞、比亚迪和上汽存在一定差距。近一年时间以来，比亚迪的出口增速非常猛，弥补了国内销量下滑的空缺。如果按照比亚迪2025年销量增速，其2026年将挑战奇瑞、上汽集团在出口上的地位。后续，在汽车出口上，也将形成三强格局。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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