2月新能源销量出炉！比亚迪断崖式领跑，小鹏汽车罕见大幅下滑！

连线新能源03-01

3月1日消息，随着月度产销数据披露窗口开启，国内多家主流车企陆续公布2026年2月新能源汽车销量及交付数据。受“史上最长春节假期”影响，有效工作日缩减至16天，叠加节前需求提前释放，多数车企销量呈现环比下滑态势，但行业整体仍展现出较强韧性，不同阵营品牌表现分化明显，头部自主、新能源新势力各自交出差异化答卷。在头部自主车企中，比亚迪依旧占据绝对领先地位。据其港交所发布的2026年2月产销快报显示，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260301235135a72dff31&s=b><strong>连线新能源</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月1日消息，随着月度产销数据披露窗口开启，国内多家主流车企陆续公布2026年2月新能源汽车销量及交付数据。受“史上最长春节假期”影响，有效工作日缩减至16天，叠加节前需求提前释放，多数车企销量呈现环比下滑态势，但行业整体仍展现出较强韧性，不同阵营品牌表现分化明显，头部自主、新能源新势力各自交出差异化答卷。在头部自主车企中，比亚迪依旧占据绝对领先地位。据其港交所发布的2026年2月产销快报显示，...</p>\n\n<a 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BYD leads the way off a cliff, and XPeng vehicles rarely fall sharply!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"09868":1.88,"01211":1.96,"HYDD.SI":0.6,"002594":1.96,"XPEV":1.88,"BYDDY":1.96},"content_text":"3月1日消息，随着月度产销数据披露窗口开启，国内多家主流车企陆续公布2026年2月新能源汽车销量及交付数据。受“史上最长春节假期”影响，有效工作日缩减至16天，叠加节前需求提前释放，多数车企销量呈现环比下滑态势，但行业整体仍展现出较强韧性，不同阵营品牌表现分化明显，头部自主、新能源新势力各自交出差异化答卷。在头部自主车企中，比亚迪依旧占据绝对领先地位。据其港交所发布的2026年2月产销快报显示，当月新能源汽车总销量达190190辆，虽同比下滑35.80%，但仍稳居行业榜首。从产品结构来看，比亚迪乘用车销量为187782辆，其中纯电动乘用车79539辆、插电式混合动力乘用车108243辆，插混车型占比约57.6%，仍是销量核心支撑。海外市场表现亮眼，当月出口新能源汽车合计100600辆，同时新能源汽车动力电池及储能电池装机总量约为18.773GWh，展现出全产业链的综合实力。上汽集团、长城汽车、北汽蓝谷、岚图汽车及吉利汽车等自主车企也同步披露了2月新能源销量数据。其中，吉利汽车表现亮眼，2月新能源车型销量达117488辆，同比增长19%，占当月集团总销量的57%，凸显其电动化转型的显著成效。从产品结构来看，吉利插电式混动汽车2月销量4.97万辆，同比大增89%，纯电动汽车销量6.78万辆，同比下滑6%，呈现差异化增长态势；1-2月新能源累计销量达241740辆，同比增长10%，延续稳健增长节奏。旗下领克品牌新能源车型表现突出，当月销量达20496辆，同比大幅增长148%，成为吉利新能源板块的重要增长极。上汽集团2月新能源汽车销量为71340辆，同比下降17.18%，其1-2月累计新能源销量达15.67万辆，同比增长6.44%，长期增长态势未改。长城汽车2月新能源汽车销量为12744辆，1-2月累计销售30773辆，在整体市场波动中保持稳步推进。北汽蓝谷旗下北京新能源2月销量达7364辆，同比增长18.26%，1-2月累计销量15437辆，同比增长14.81%，实现同环比双增长，表现出良好的复苏势头。岚图汽车受春节假期终端交付冲击，2月交付量为8358辆，环比1月的10515辆下滑20.5%，但得益于去年同期低基数与产品矩阵完善的双重影响，仍实现同比正增长；从累计数据来看，岚图汽车1-2月累计交付18873辆，同比增长18%，在高端新能源市场保持了稳健的增长节奏，近期其岚图梦想家冠军版已正式开启预售，预售价31.99万元起，为后续增长注入动力新能源新势力阵营呈现“两极分化”格局，多数品牌交付量保持在万辆以上，部分品牌实现同比大幅增长。零跑汽车以28067辆的交付量领跑新势力阵营，同比增长10.99%，环比下降约12.45%，交付节奏保持稳健，同时其全新车型零跑A10即将开启预售，为后续增长蓄力。极氪品牌表现尤为突出，当月交付新车23867辆，实现同比70%、环比0.06%的双增长，其中极氪9X系列平均成交价格超53万元，高端市场表现亮眼，新一代高性能旗舰SUV极氪8X将于二季度正式上市，有望进一步拉动销量增长。理想汽车、蔚来、小米汽车2月交付量均突破2万辆，展现出较强的市场竞争力。理想汽车当月交付26421辆，同比增长0.6%，环比下降4.51%，截至2月底，其历史累计交付量已达1594304辆，全国零售中心、售后网点及超充站布局持续完善，为用户体验提供保障。新车型方面，全新一代理想L9和它的终极版本理想L9 Livis，将于二季度正式上市。蔚来2月交付新车20797辆，同比增长57.6%，环比下降约23.49%，截至目前累计交付新车超104万辆，全新ES8车型当月交付11260台，成为销量核心增长点。小米汽车2月交付量超20000辆，环比近乎腰斩，对此小米集团创始人雷军表示，目前在售车辆主要为YU7，新一代SU7正紧锣密鼓筹备大规模量产，2026年交付目标定为55万辆。小鹏汽车则面临一定的市场压力，2月交付新车15256辆，同比下滑49.9%，环比下降23.76%，表现不及预期。不过该品牌正积极调整策略，第二代VLA将于3月开启推送，2026款小鹏X9纯电版也即将上市，有望通过产品升级改善市场表现。极石汽车作为新势力中的潜力品牌，2月交付表现亮眼，当月共完成新车交付1298辆，较上年同期增长200%，环比1月的1028辆也实现明显增长，延续了强劲的增长势头。据悉，极石汽车2025年2月交付量仅为606辆，经过一年的发展，销量实现翻倍增长，且全球订单量持续增长，核心支撑来自主力产品的集中放量，其ADAMAS车型在上市初期承担了品牌销量主体角色，为品牌稳步爬坡奠定基础业内人士分析指出，2月新能源汽车市场的环比下滑具有明显季节性特征，主要受春节假期扰动影响。随着节后人员返城、多地春季车展启动，以及车企促销政策加码、新车密集上市，预计3月终端客流及销量将迎来环比回升，行业将逐步摆脱淡季影响，回归稳健增长轨道。更多行业热门资讯及干货，敬请关注“连线新能源”（ID：NELinked）声明：尊重原创、保护原创是连线新能源一贯坚持的原则。本公众号基于分享目的的转载，都会清楚注明出处。转载文章的版权归原作者或原公众号所有，如涉及到侵权请及时告知，我们将予以核实删除。另外，新能源汽车全产业链通讯录欢迎您的加入，微信扫以下二维码，填入公司、职位、电话、邮箱等信息即可加入。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","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 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":"4.42.0","shortVersion":"4.42.0","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/2616887860","isCrawlerRequest":true}