多家车企公布2026销量目标

智通财经网01-08

新能源汽车购置税减半政策的实施及“两新”补贴政策的调整延续，为2026年国内汽车市场带来了新的变量。在此背景下，多家车企相继披露的2026年销量目标呈现出截然相反的走势——尚处于全面智电转型、且背负较大燃油车时代存量资产、销量基数较大的传统车企普遍给出了较为审慎的增长目标，而新造车企业对市场估计则更为乐观。其中，在2025年均超额完成KPI的零跑、小米汽车今年销量目标的增幅分别达到68%和34%；...

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targets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"82333":0.6,"600006":1.86,"601633":1.9,"EVS.SI":0.6,"GELYY":1.88,"02333":1.9,"00175":1.88,"MIUmain":0.79,"09866":1.87,"GWLLY":1.9,"HXXD.SI":0.6,"NIO.SI":1.87,"NIO":1.87},"content_text":"新能源汽车购置税减半政策的实施及“两新”补贴政策的调整延续，为2026年国内汽车市场带来了新的变量。在此背景下，多家车企相继披露的2026年销量目标呈现出截然相反的走势——尚处于全面智电转型、且背负较大燃油车时代存量资产、销量基数较大的传统车企普遍给出了较为审慎的增长目标，而新造车企业对市场估计则更为乐观。其中，在2025年均超额完成KPI的零跑、小米汽车今年销量目标的增幅分别达到68%和34%；意欲在2026年实现全年盈利的蔚来汽车，年度目标增幅同样高达40-50%。传统车企：吉利目标最高、长城增幅最大在完成上调后的2025年全年目标后，吉利汽车将今年的目标定在了345万辆，增长率14%，成为到目前已披露2026年销量目标的车企中，销量目标最高的车企。其中，吉利品牌275万辆、极氪30万辆、领克40万辆。在新能源领域，吉利汽车2026年目标销量达222万辆，同比增长32%，意味着其新能源渗透率将从去年的55.8%提升至64.3%。目前销量目标排名第二的东风集团虽未披露2025年全年销量数据，但按前11月累计销量220.4万辆推算，2025年其总销量约250万辆。作为东风旗下自主新能源品牌，岚图汽车2025年累计交付150,169辆，同比增长87%；猛士汽车累计销量10,228辆，同比增长387%；奕派科技累计销量275,752辆，同比增长28%。在三大品牌带动下，东风集团新能源汽车累计销量达到104万辆，同比增长21%。同时，自主品牌累计销量超过150万辆，同比增长逾9%，在总销量中占比突破60%。东风集团设定了2026年汽车总销量325万辆的目标，目标增长率或超过30%。其中新能源汽车170万辆，增长63%；出口60万辆，目标相对其他传统车企较为激进。奇瑞集团2026年集团目标320万辆，较2025年增长14%。旗下奇瑞汽车五大品牌，将实现300万辆销量目标，同比增长14%。2025年，奇瑞集团累计销售汽车280.6万辆，同比增长7.8%，其中奇瑞汽车全年销售汽车263.1万辆，同比增长8%。已连续多年未达成年度目标的长城汽车，下调了2026年员工持股计划业绩考核目标，将原计划中2026年的汽车销量考核目标从不低于249万辆下调至不低于180万辆，较去年实际销量增长36%；净利润考核目标(不低于100亿元)保持不变。数据显示，长城汽车2025年累计销量132.4万辆，新能源累计销售40.4万辆。若按2021年长城汽车董事长魏建军定下的2025年销量目标400万辆计算，2025年仅完成目标的三成，且新能源汽车销量占比不足三成。行业普遍认为，长城汽车选择牺牲部分销量保利润的策略，使其再一次下调了销量目标。新造车：零跑最激进、小米“抢发”新车作为2025年新势力中单月销量“十连冠”的零跑汽车，去年累计交付59.7万辆，同比增长103.1%，创新势力年销量新纪录。在披露2025年成绩单时，零跑汽车董事长朱江明再次强调了2026年交付目标，“展望2026，我们将冲击百万销量。在产品上，A系列和D系列新品也将陆续上市。”在凭借第二款车型小米YU7的热销、完成去年41万辆累计销量后，小米集团董事长雷军于1月初的直播中公布了小米汽车2026年的销量目标为55万辆，较去年实际销量增长超三成。1月7日，小米宣布新一代SU7预计2026年4月上市，预售价22.59万元起。新一代小米SU7全系车型标配旗舰级辅助驾驶硬件，包括激光雷达、4D毫米波雷达以及拥有700TOPS算力的芯片。在续航里程上，标准版续航里程升级至720km，Max版提升至835km，Pro版续航里程达902km。“2026年销量目标是保持40%-50%的速度稳步增长，并提升增长质量。”蔚来董事长李斌在1月6日第100万辆量产车下线仪式上透露了今年的目标增幅。2025年蔚来累计销量为32.6万辆，以此计算，2026年其销量目标为45.6万-48.9万辆。“每年行业竞争都颇为激烈，不过去年反‘内卷’举措成效显著，这为今年的发展增添了信心。此外，今年置换补贴政策出台时间早，起到了积极作用。”对于给出较为乐观的增长预期，李斌称，蔚来2026年将推出数款全新车型，包括蔚来ES9、乐道L80等。2025年12月30日，国家发展改革委、财政部发布《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》，将继续支持汽车报废更新与汽车置换更新。政策对冲了新能源汽车购置税减半政策带来的影响，成为今年汽车市场稳增长的“压舱石”。“补贴政策超预期，且有利于政策平稳过渡、促进消费升级。今年年终由于各地补贴节奏调整，车市在收尾时出现相对停滞，2026年这一问题会得到有效解决。”乘联分会秘书长崔东树预计，2026年车市将呈现“前低后高”走势，实现“十五五”开局的良好局面。“之前预计明年政策可能会收缩，车市可能会出现负增长，但2026年由于国家政策给力，会总体拉动销量更好的增长。”崔东树判断，2026年车市整体增速将高于零增长，且1月有望实现“开门红”。本文转载自“创业板观察”，作者：徐昊；智通财经编辑：冯秋怡。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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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