上汽第一，吉利第二，比亚迪第三？多家车企公布2月销量

智行汽车03-02

作者丨中环吴彦祖随着三月份的到来，车企们陆续交出了2026年2月的销量成绩单。本以为，由于购置税补贴政策调整以及春节放假等因素，提前释放了购车需求，导致2月销量会异常惨淡。然而头部企业的竞争格局依然微妙，“上汽第一、吉利第二、比亚迪第三”的格局引发了广泛关注。尽管单月销量同比有所下滑，但上汽集团依然凭借深厚的家底稳坐头把交椅。根据上汽集团发布的公告，2026年2月份公司整车合计销量为26.95万辆...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030218113497a7a4d7&s=b><strong>智行汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨中环吴彦祖随着三月份的到来，车企们陆续交出了2026年2月的销量成绩单。本以为，由于购置税补贴政策调整以及春节放假等因素，提前释放了购车需求，导致2月销量会异常惨淡。然而头部企业的竞争格局依然微妙，“上汽第一、吉利第二、比亚迪第三”的格局引发了广泛关注。尽管单月销量同比有所下滑，但上汽集团依然凭借深厚的家底稳坐头把交椅。根据上汽集团发布的公告，2026年2月份公司整车合计销量为26.95万辆...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030218113497a7a4d7&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":"SG9999001226.SGD","symbol_name":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) 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Several car companies announce February sales","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"600104":1.93,"GELYY":1.91,"BYDDY":1.87,"002594":1.87,"00175":1.91,"HYDD.SI":0.6,"01211":1.87},"content_text":"作者丨中环吴彦祖随着三月份的到来，车企们陆续交出了2026年2月的销量成绩单。本以为，由于购置税补贴政策调整以及春节放假等因素，提前释放了购车需求，导致2月销量会异常惨淡。然而头部企业的竞争格局依然微妙，“上汽第一、吉利第二、比亚迪第三”的格局引发了广泛关注。尽管单月销量同比有所下滑，但上汽集团依然凭借深厚的家底稳坐头把交椅。根据上汽集团发布的公告，2026年2月份公司整车合计销量为26.95万辆，虽同比减少8.64%，但这一数字依然使其在2月单月销量中位居首位 。从累计数据来看，上汽集团的优势更为明显，2026年1-2月累计整车销量达到59.69万辆，同比增长6.76% 。其中，出口业务成为亮点，前两个月出口及海外基地累计销量高达20.36万辆，同比激增48.92% 。这表明，在国内市场短期波动下，海外布局已成为上汽平滑风险的重要支撑。2月份最大的看点在于吉利与比亚迪的“座次之争”。从单月销量来看，吉利汽车以微弱优势实现了对比亚迪的反超。吉利汽车控股有限公司公布的未经审核数据显示，2026年2月汽车总销量为206,160辆，同比增长约1% 。其中，极氪品牌表现抢眼，2月销量达23,867辆，同比增长70%；领克品牌也贡献了27,359辆的销量，同比增长59% 。更值得注意的是，吉利2月出口量达到了60,879辆，同比暴增138%，全球化步伐显著加快 。相比之下，比亚迪股份发布的2月产销快报则显示出一定的回调压力。公告显示，比亚迪2月新能源汽车销量为190,190辆，相比去年同期的32.28万辆下滑明显 。造车新势力在2月份同样经历了淡季考验，但头部梯队的格局逐渐清晰。根据各车企公布的数据，零跑汽车2月交付量达到28,067台，在新势力中表现突出，继续保持第一梯队的位置 。理想汽车紧随其后，2月交付26,421辆，表现稳健 。整体来看，2026年2月的销量数据虽然呈现出“上汽领跑、吉利紧逼、比亚迪调整”的竞争格局，但这更像是漫长马拉松中的一个弯道。随着政策红利持续释放与消费信心的逐步恢复，春节后的中国车市，才刚刚拉开真正的角逐大幕。进入视频号，查看更多热门内容精彩推荐1.网传新能源汽车要交养路费？谣言！2.理想领先特斯拉！马斯克确认FSD即将上线“用嘴控车”3.专干重活、累活？宝马流水线引入人形机器人","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616338926","isCrawlerRequest":true}