By February 2, major domestic automakers had sequentially released their production and sales figures for January 2026. The market scenario is marked by polarization: Leading traditional domestic automakers, including SAIC, Geely, and Chery, registered a sales surge of over 20% year-on-year. The growth was notably driven by new energy vehicle sales and export performance, which have emerged as pivotal factors in reshaping the domestic brand hierarchy. Conversely, nine mainstream new automotive players reported a collective month-on-month sales decline. Industry analysts attribute this downturn to short-term policy shifts and seasonal lulls that have disrupted the terminal market. Nevertheless, the fundamental competitiveness of domestic automakers is on an upward trajectory, the 'Matthew effect' (where the rich get richer and the poor get poorer) among new entrants is becoming more pronounced, and the industry's overall shift towards high-quality development remains steadfast.