In February 2026, a total of 2,288 units of new energy buses over 6 meters were sold by 21 major manufacturers monitored, representing a year-on-year decrease of 1.72% and a month-on-month increase of 3.16%.

February: Yutong and BYD Lead the Pack, Ankai Emerges as "Dark Horse"

In February 2026, Yutong Bus claimed the top spot with 375 units of new energy bus sales, up 19.81% year-on-year and 39.93% month-on-month, capturing a market share of 16.39%.

BYD ranked second with 334 units sold, accounting for 14.60% of the market share.

King Long Bus maintained third place with 290 units, up 23.93% year-on-year and 11.54% month-on-month, with a market share of 12.67%.

Geely Commercial Vehicles surged from outside the top ten in January to fourth place, selling 221 units—an impressive year-on-year increase of 281.03% and month-on-month jump of 294.64%—securing a 9.66% market share.

Zhongtong Bus and Chery Wanda tied for fifth place, each selling 156 units and holding 6.82% market share.

Among the top ten, seven companies achieved year-on-year growth, including Ankai Bus, King Long Bus, Yutong Bus, and Golden Dragon Bus. Chery Wanda recorded the highest year-on-year increase at 1,014.29%, largely due to its low base in the same period last year. Three companies, including Ankai Bus, saw growth exceed 100%, with Ankai surging 152.83% to become one of the month's standout "dark horses."

Six companies achieved month-on-month growth, including Yutong Bus, King Long Bus, and Golden Dragon Bus. Skywell posted the highest month-on-month increase at 351.85%, attributed to its relatively low sales base in the previous month.

In February, six companies—including Yutong Bus, King Long Bus, Geely Commercial Vehicles, and Golden Dragon Bus—achieved "double growth" in both year-on-year and month-on-month sales.

January-February 2026: Cumulative Sales Decline Amid Policy Adjustment

For the first two months of 2026, cumulative sales of new energy buses over 6 meters reached 4,506 units, down 17.37% year-on-year. This decline primarily reflects a temporary "policy digestion period" at the beginning of the year, as new rounds of local subsidy policies had not yet fully taken effect, slowing the release of some end-market demand.

Specifically, BYD led the industry with cumulative sales of 776 units, up 5.01% year-on-year and capturing 17.22% market share—demonstrating strong resilience during the industry adjustment period.

Yutong Bus ranked second with 643 units sold, holding 14.27% market share.

King Long Bus placed third with 550 units, up 11.56% year-on-year and accounting for 12.21% market share.

Zhongtong Bus ranked fourth with 401 units, representing 8.90% market share.

Ankai Bus ranked fifth with cumulative sales of 332 units, surging 161.42% year-on-year and holding 7.37% market share.

Among the top ten, only five companies achieved year-on-year growth: Ankai Bus, King Long Bus, BYD, and Golden Dragon Bus.