节点：下游（终端消费/应用）位置：下游情绪：利好参考度：10/10
中国乘用车协会（CPCA）宣布，今年3月中国新能源汽车（NEV）批发销量预计达112万辆，同比保持稳定，环比增长55.0%。
2026年中国春节假期相对较晚，对3月上半月消费复苏产生负面影响。3月下半月，以旧换新补贴..反内卷措施显效，推动终端市场活动逐步回暖。同时，国际原油价格大幅波动推高国内燃油价格，使得新能源汽车在国内市场的占比上升，成为3月新能源汽车销量复苏的关键驱动力。
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