--- title: "汽車零售銷量在 2026 財年達到新高，逼近 3000 萬台" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/281739853.md" description: "印度的汽車零售銷售在 2026 財年達到了創紀錄的近 3000 萬輛，比 2025 財年增長了 13%，這得益於 GST 2.0。乘用車銷量超過 470 萬輛，摩托車超過 2140 萬輛，商用車首次超過 100 萬輛。拖拉機的表現也不錯，銷量突破 100 萬輛。增長得益於改善的可負擔性和農村需求，電動車銷量顯著上升。行業預計將繼續保持兩位數的增長，反映出消費者行為和市場動態的結構性變化" datetime: "2026-04-05T23:48:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281739853.md) - [en](https://longbridge.com/en/news/281739853.md) - [zh-HK](https://longbridge.com/zh-HK/news/281739853.md) --- # 汽車零售銷量在 2026 財年達到新高，逼近 3000 萬台 India's automobile retail sales witnessed its best ever year in FY26 with five of six vehicle categories posting record annual sales pushing the overall auto sales closer to 30 million mark up 13 per cent versus FY25. The stellar show was mainly owing to the GST 2.0 boost, said data shared by the Federation of Automobile Dealers Associations (Fada) on Monday. Passenger Vehicles crossed the 4.7-million mark for the first time moving up by 13 per cent, two-wheelers reclaimed their pre-Covid peak, retailing over 21.4 million units and growing 13.4 per cent, commercial vehicles recorded best ever figures and above the 1-million mark for the first time at 11.74 per cent growth, and three-wheelers set their third consecutive annual record at 11.68 per cent growth. Tractors became the year’s standout performer, crossing 1 million retail units for the first time in history at 18.95 per cent growth. Construction Equipment was the sole exception, declining 11.70 per cent as project-level delays and a high base weighed on volumes. **How did India’s auto retail sales perform in FY26?** The better show of all these categories resulted in delivering an all-time high auto retail sales of 29.6 million, up 13.3 per cent. "This is not just a number — it represents the industry approaching the 3-crore mark, a milestone that would have seemed distant just two years ago. What makes this year particularly significant is that the growth was structurally sound, underpinned by improving affordability, widening mobility demand across urban and rural India, and a diversifying powertrain mix," said C S Vigneshwar, Fada president. The industry body is expecting double-digit growth. **What drove the turnaround in auto sales during the year?** The year, however, was not linear. The first five months — April through August — were a period of measured momentum, with monthly growth ranging between 2 per cent and 5 per cent as the market navigated residual caution from the previous year’s sluggish inventory cycle, selective financing constraints, and consumer wait-and-watch behaviour in anticipation of policy clarity. The turning point arrived in September with the implementation of GST 2.0. "The rate rationalisation — which meaningfully reduced the effective tax burden on mass-segment two-wheelers, small cars, three-wheelers, and select commercial categories — improved real affordability at a time when the consumer was already positioned to respond," Vigneshwar said. From September onwards, the industry witnessed a clear inflection: the festive convergence of Navratri and Diwali in October delivered an all-time record monthly retail of over 4 million units, and the momentum carried through the remainder of the year. January, February, and March 2026 each registered strong double-digit Y-o-Y growth, validating that the upshift was not merely festive but structural. **How did EV adoption and powertrain mix evolve in FY26?** The powertrain transition deepened through the year. Electric vehicle share improved in every major category — two wheeler EV rose to 6.54 per cent, passenger vehicle EV rose to 4.25 per cent, and commercial vehicle EV nearly doubled to 1.83 per cent. CNG strengthened its foothold in PVs at 21.98 per cent and in CVs at 11.79 per cent. The total EV retail for the year stood at 2.45 million units, a 24.63 per cent expansion, signalling that the transition is no longer directional but substantive. **What role did rural demand play in auto sales growth?** On the demand-side, rural India continued to narrow the gap with urban markets. For FY26, total rural retail grew 13.05 per cent against 13.62 per cent in urban — a near-parity that reflects the expanding aspirational footprint of auto retail in the hinterland, aided by better rural incomes, improving road connectivity, and increasing last-mile mobility needs. Within PVs, rural demand outpaced urban meaningfully at 17.12 per cent versus 10.43 per cent. ### 相關股票 - [002800.CN](https://longbridge.com/zh-HK/quote/002800.CN.md) - [CARZ.US](https://longbridge.com/zh-HK/quote/CARZ.US.md) - [NFTY.US](https://longbridge.com/zh-HK/quote/NFTY.US.md) - [003033.CN](https://longbridge.com/zh-HK/quote/003033.CN.md) - [516110.CN](https://longbridge.com/zh-HK/quote/516110.CN.md) - [516380.CN](https://longbridge.com/zh-HK/quote/516380.CN.md) ## 相關資訊與研究 - [福特將推出 7 種新車型 要在歐洲和陸企搶市場](https://longbridge.com/zh-HK/news/286859180.md) - [日產戰略轉向 擬出口中國合資生產電動車至加拿大市場](https://longbridge.com/zh-HK/news/286869378.md) - [慶鈴汽車訂不超過 591 萬人幣回購協議，涉 50 輛新能源車輛](https://longbridge.com/zh-HK/news/286982813.md) - [據報 Stellantis 計劃與零跑汽車在意大利生產平價電動車](https://longbridge.com/zh-HK/news/286895981.md) - [戰火引發材料斷供 日本車企減產 本田汽車近 70 年首次虧損](https://longbridge.com/zh-HK/news/286625736.md)