国内乘用车市场今年以来陷入低迷，前5个月批发销量同比下滑6%，如果不计出口，零售更是同比下滑19%。

与乘用车形成鲜明对比的是商用车，1-5月销量实现两位数增长，同比跑赢乘用车，也超出市场预期。

龙头企业表现更是亮眼，福田汽车5月销量5.8万辆，行业第一，同比增长17.3%；1-5月累计销量更是超30万辆，行业第一，同比增长10%。

其中轻卡5月销量3.6万辆，同比增长10%；1-5月累计销售近20万辆，连续十余年行业第一。

重卡5月销售1.6万辆，同比大涨37%；1-5月累计销售7.6万辆，同比增长37.2%，是头部五强里增速最快的。

新能源5月销量超1.2万辆，同比暴增52.6%；1-5月累计销售超4.5万辆，行业排名第二。

5月出口超1.7万辆，同比大涨超64.3%，出口占当月销量30%。1-5月累计出口近9万辆，同比大涨38%，连续15年行业第一。

数据能看出，福田汽车5月和前5个月的高增长有四大支撑：轻卡持续领跑，重卡大幅增长，新能源全面爆发，出口领跑且暴涨。

福田取得如此亮眼的数据首先得益于经济环境回暖，需求复苏。重卡端，国内基建开工提速，渣土车、牵引车国三置换落地，工程重卡、快递牵引车需求旺盛，推动5月重卡销量连续第五个月同比正增长。

轻卡端，快递快运、生鲜冷链、城配物流旺季延续，城乡货运需求回暖，全国轻卡月度销量稳定在16万辆以上高位，需求大盘稳健。

其次，福田产品矩阵完善，新品加高端车型放量。重卡端有欧曼银河（9、7、5、3、T)高端产品以及星翼+星辉车型走量，天然气重卡、换电重卡针对性抢占矿区、干线物流市场。福康动力节油优势凸显，高端重卡均价提升同时销量翻倍增长。新能源重卡全技术路线（纯电、混动、氢燃料）落地，车电分离租赁降低用户购车门槛，拉动新能源重卡爆发式增长。

轻卡端依托奥铃、欧马可、时代品牌矩阵与产品差异化，对市场分层覆盖，燃油版主打性价比、新能源版适配城配限行政策，从3.5吨蓝牌到重载黄牌全覆盖，针对蓝牌新规优化轻量化车身，解决用户上牌痛点，智蓝车型以及启明星纯电新品5月集中铺货，成为轻卡增量核心来源。

新能源方面，全国多地落地城区燃油货车限行、新能源购车补贴、路权优先政策，一线城市配送物流全面电动化提速。福田“新能源30·50战略”落地，联合华为数字能源搭建超充网络、与亿纬锂能合资布局电池租赁，车电分离模式大幅降低新能源车辆首付成本，5月新能源轻卡、新能源重卡成为最大增量来源。

此外，福田的渠道下沉与营销改革，经销商网络优势进一步推动销量。福田在全国拥有超3000家销售网络和10000+服务网络，县域下沉至乡镇终端，时代系列主攻三四线及农村货运、奥铃主攻地市物流、欧马可聚焦高端冷链，细分渠道精准拆分。5月开展终端购车贴息、金融零首付政策，依托轻卡产品低维保、高节油的TCO优势，在竞品降价内卷环境下凭借服务与产品力优势逆势抢单，轻卡持续收割竞品流失客户。

最后，出口销量同比增长64%、占当月销量30%是福田5月最大亮点。

海外市场全面开花

海外市场是福田的传统强项，从2011年开始成为中国商用车海外销量第一，福田就没让这个头衔旁落过。

今年前4个月福田整车出口同比已经增长32%，海外市占比17.5%。5月，大批量轻卡、客车、皮卡发往非洲、东南亚、南美，电动客车批量交付澳大利亚，海外增量更加显著。

从出口产品结构看，以欧曼为主的重卡大幅增长，5月出口超2000辆，同比增长42.6%。欧航欧马可车型更为夸张，海外销量超4600辆，同比暴增280%。时代和皮卡分别增长47.4%和60%。

1-5月福田累计出口超近9万辆，同比增长38%，稳居国内商用车出口龙头。

从出口区域分布看，在东南亚受RCEP关税减免政策落地利好，泰国、印尼、越南城配、冷链需求爆发，福田泰国工厂量产右舵轻卡已辐射东南亚各国，奥铃、欧马可高端轻卡热销。

非洲则是福田出口增速最高的地区，2025年，福田在非洲区域销量同比增长超120%，2026年一季度，销量同比增长96%。福田重商产品针对非洲复杂路况深度定制调校，油耗表现对标欧洲一线品牌，在国内同级别商用车中油耗最低，兼顾动力性能与运营成本，完美适配跨境物流、矿区运输等高强度作业场景。5月重商产品出口破1000辆，同比翻倍，1-5月全品类出口破10000辆。尼日利亚、肯尼亚、埃塞俄比亚等国基建、矿产开发带动整车采购，依托本土12座本土工厂，整车与散件同步出货。

中东地区，依托沙特、阿联酋能源基建与城际物流升级，欧曼大马力牵引车、渣土车集中签单落地，混动重卡依托当地新能源补贴放量。

欧洲、澳洲出台商用车碳排放管控，老旧柴油车辆加速淘汰，福田高端新能源产品在欧洲与澳洲取得突破，图雅诺电动VAN获德国、意大利批量采购，拉高海外单车盈利水平。

福田出口高增长背后是对海外市场长期持续深耕的结果。

比如研发中心数量上，国内有10座，海外有8座。制造基地国内有20座，海外有32座，广泛分布于东南亚、欧洲、北美、南美、非洲。销售与服务遍布140多个国家和地区，海外销售网络超过1200家，服务网络超过1500家。

海外研发基地与国内研发通力合作，对出口产品进行本地化适配。比如针对海外路况优化底盘、动力，欧马可高端轻卡适配东南亚冷链，欧曼大马力重卡匹配中东基建，混动、纯电车型适配海外新能源补贴政策。

生产制造上多国属地工厂投产，降低关税成本、缩短交付周期，皮卡、轻卡依托本地化生产快速抢占性价比市场。

新能源方面，福田全栈自研三电系统，纯电、混动、氢能三条技术路线全覆盖，全系新能源商用车通过欧盟、澳洲严苛认证，2.2C快充等技术成为差异化卖点扩大市场认可。

未来几个月，巴西、埃塞俄比亚新增的属地工厂生产项持续爬坡，东南亚雨季冷链备货、非洲下半年基建开工，福田出口有望继续延续高增长态势。

中长期方面，欧洲新能源商用车渗透率持续上行、拉美替代进口需求释放，力助海外占比稳定在30%以上，分散国内存量市场竞争压力，完善可持续健康的全球布局。

Automotive Talk News｜May 28, under the gaze of all within the Shanghai North Bund World Lounge, the ceremony for SAIC Motor to deliver the first 100 millionth user's vehicle was officially held. With the completion of IM LS9Hyper delivery, SAIC Motor's cumulative production and sales successfully surpassed 100 million vehicles, becoming the first automotive enterprise in China's industry to enter the "Hundred-Million-Unit Club".

This global relay delivery linking domestic and overseas is not only the highlight moment of SAIC Motor's over 70 years of deep ploughing in the automotive industry, but also an era microcosm of China's automotive industry going from a stumbling start to walking the world, setting up a new milestone for the development of China's automotive industry.

Looking back at the path, SAIC Motor's development trajectory has always resonated in sync with the growth of China's automotive industry. In 1955, the Shanghai Internal Combustion Engine Parts Manufacturing Company was established, unveiling the curtain of Shanghai's automotive industry development. In 1958, the first generation of automobile workers, relying on hands and hammers, created the "Phoenix" brand sedan, achieving a zero breakthrough in Shanghai sedan manufacturing in one move.

In the over 70 years, SAIC Motor has taken one step at a time, fully witnessed and promoted China's automotive industry completing a leap-and-bound transformation from nothing to something, from weak to strong, from following via joint ventures to leading independently.

After Reform and Opening Up, SAIC Motor was the first to open the door to foreign cooperation. In 1983, Santana officially went off the production line, opening a new chapter of domestic automotive joint venture cooperation; in 1997, SAIC-GM was landed, took only 23 months to complete factory construction and vehicle production, created the industry-renowned "Shanghai Speed".

While accumulating technology and experience through joint venture cooperation, SAIC Motor never gave up the original intention of independent development. In 2006, Roewe brand was born, blowing the bugle for independent brand assault; in 2016, the world's first Internet Roewe RX5 was launched, was the first to integrate smart connectivity into mass mobility; in 2020, high-end intelligent electric brand IM Motors was established, anchoring high-end pure electric and high-end intelligent tracks, completing the comprehensive advancement of the brand matrix towards new energy and intelligence.

In the over 70-year journey, "Knows Cars, Knows You" is the core user philosophy consistently pursued by SAIC Motor. So-called "Knows Cars", is the endless research and breakthrough on core technologies; "Knows You", is transforming frontier technology into high-quality mobility experience within reach. From Santana localization assault, to deep technology co-creation in the Joint Venture 2.0 stage.

From the first-generation Internet car, to the landing of frontier technologies such as full-steer-by-wire chassis, solid-state batteries, and in-car AI large models, SAIC Motor's every technological iteration, balances hardcore strength and user needs. Behind the 100 million production and sales figures, lies trust from 100 million users, and also is the heavy answer sheet SAIC Motor delivered by sticking to its original intention.

The 100 millionth model delivered this time, IM LS9Hyper, is considered a masterpiece of SAIC Motor's over 70 years of technology accumulation, and also marks SAIC Motor officially leading the new "Three Major Components" development direction for new energy vehicles. The car is equipped with the same level's first full-steer-by-wire four-wheel steering chassis, high-end intelligent driving hardware of 520-line ultra-vision LiDAR paired with Nvidia Thor chip, and full-domain 800V high-voltage platform and Star Super Range Extender System, hardware architecture fully supports continuous upgrades of L3 and above high-end autonomous driving.

In terms of power, SAIC Gold Label Hurricane Tri-motor support, allows the vehicle to join the Performance 3-Second Club; in the safety field, IM jointly launched the "Endogenous Security" technology globally with Zijin Mountain Laboratory, taking automotive safety from traditional physical protection to information and system safety levels, fortifying the automotive safety defense line in the intelligent era.

It is worth mentioning, SAIC Motor's global 100 millionth user is Momenta CEO Cao Xudong, and Momenta is exactly SAIC Motor's core strategic partner in the intelligent driving field. From a partner of technology co-creation, to a car owner personally choosing the product, this identity transformation, is not only the best verification of the depth of technical cooperation between the two sides, but also highlights the strong attraction of SAIC Motor's intelligent automotive ecosystem.

The birth of the 100 million-unit achievement relies on SAIC Motor's perfect full value-chain system and diversified brand matrix. Currently SAIC Motor has built six business sectors: complete vehicles, parts, mobility services, auto finance, international operations, and innovative technology, forming a closed-loop development ecosystem.

Market data shows, SAIC's cumulative sales from January-April 2026 reached 1.302 million units, topping the sales chart of Chinese automakers for four consecutive months.

Among which independent brand sales reached 910,000 units, accounting for nearly 70%, New energy vehicle sales 412,000 units, Overseas sales 459,000 units, year-on-year growth rate as high as 50.2%, Independent brands, New Energy, and Overseas sectors all exerted force comprehensively, growth momentum is strong.

In this global relay delivery event, over 10 complete vehicle brands under SAIC Motor and 19 models were launched simultaneously, covering all travel scenarios. SAIC Passenger Cars, Wuling, Maxus, Hongyan, Sunwin and other independent brands bloomed at multiple points, products covering passenger cars, commercial trucks, passenger buses, etc.; Joint venture brands such as Volkswagen, Audi, Buick focused on displaying "Joint Venture 2.0" transformation results.

Volkswagen ID.ERA9X equipped with Momenta's latest intelligent driving model, delivery volume in the first month of launch exceeded 7,000 units; Audi E7X rushed to become the brand's first L3 autonomous production vehicle globally; Buick Vision E7 built on a new architecture, sales broke 10,000 in one month of launch, Joint venture brands achieved a brand-new breakthrough in electrification and intelligence tracks.

This delivery event spanned mountains and seas, Domestic cities such as Nanjing, Liuzhou, Taiyuan, and overseas countries such as UK, Indonesia, Singapore linked up simultaneously, vividly demonstrating SAIC Motor's profound global layout strength. As a pioneer of Chinese automakers "going global", SAIC Motor has laid out over 100 parts production bases overseas, over 3,000 dealer outlets, built three overseas R&D centers and four complete vehicle manufacturing bases; its subsidiary Anji Logistics owns 42 Ro-ro ships and 8 international routes, shipping network reaching the globe.

Nowadays, SAIC Motor products and services cover over 170 countries and regions, overseas cumulative sales broke 7 million units.

Its MG brand has even become a benchmark for Chinese car overseas expansion, ranking first in European sales of Chinese brands for 11 consecutive years, 2025 European annual sales broke 300,000 units, and is also the first Chinese automotive brand to break one million cumulative sales in Europe and UK markets. Relying on the "Glocal Global Localization" strategy, SAIC Motor is accelerating from purely product overseas, turning towards value-chain overseas of technology, capacity, and service integration, making "Chinese Intelligence" stand firm in the global market.

Always centering on users, is the core code for SAIC Motor to transcend the era cycle. At this delivery gala where users are the protagonists, car owners' stories of different identities and fields, interpret the deep connotation of "Knows Cars, Knows You". Knowledge creators, professional athletes, public welfare bloggers, ordinary family users, logistics practitioners……

Consumers from all walks of life choose SAIC vehicles, their travel needs, life concepts, and SAIC Motor's product concepts merge and coexist, making cold industrial products possess warm humanistic warmth, and also giving the 100 million production and sales figures the most vivid footnotes.

Production and sales exceeding 100 million, is not the end point, but a new starting point for SAIC Motor facing the "Second Entrepreneurship" of the intelligent electric era. As early as 2014, SAIC Motor followed the national strategy closely, and was the first to comprehensively transform towards the new energy track. Experiencing 12 years of deep ploughing, SAIC Motor completed the transition from single-point breakthrough to whole-category, whole-market coordinated development, Independent and Joint ventures advancing together, Passenger cars and commercial vehicles flying together, Domestic market and Overseas market exerting force bidirectionally.

From the difficult start in 1955, to production and sales exceeding 100 million in 2026; from the first "Phoenix" brand sedan appearing, to brands like IM, MG galloping globally. Over 70 years through wind and rain, SAIC Motor witnessed the rise of China's automotive industry, and also promoted the industry forward with its own hard work.

Standing at the 100 million-unit new starting point, SAIC Motor will continue to adhere to the philosophy of technological innovation and user-first, walking hand in hand with billions of users globally, continuing to break through on the new intelligent electric track, writing a brand new chapter for China's automotive industry going global.

May 21, the 12th Chengdu International Auto Parts and After-sales Service Exhibition (CAPAS) officially opened at the Chengdu Century City New International Expo Center. If one word is used to describe this year's on-site feeling, it is "changed".

In the past, many people's impression of CAPAS might still be stuck at a relatively busy parts ordering meeting in the southwest region. But after walking around this year, you will find it is quite different. In the 53,000 square meter exhibition hall, 805 companies brought not just products, but more like a roadmap of the southwest auto industry comprehensively "changing blood" (restructuring). From the accelerated implementation of commercial vehicle electrification to the scale of the new energy intelligent connected vehicle zone doubling directly, to the systematic construction of soft power such as auto culture and industry-education integration, CAPAS is completing a role transformation from "trading platform" to "industry ecosystem hub".

Southwest Auto New Trends: Commercial Vehicle Electrification is No Longer "Slogans", but "Running Scenarios"

The southwest region has many mountain roads, long slopes, and high altitudes. In the past, many people doubted the practicality of electric commercial vehicles here. But the signals released at this year's exhibition were very clear: commercial vehicle electrification has already found its scenario-based path in the southwest.

Foton's "Auman Es1 Blue" light truck directly targets four specific scenarios: cold chain, express and fast transport, high-end city distribution, and smart logistics; FAW Jiefang's displayed "H6G-132 kWh" composite version cargo truck is equipped with a 185KW high-power motor, focusing on solving slope climbing and acceleration performance, simply put, this is tailor-made for southwest terrain. Liuzhou Vehicle Chenglong's "Chenglong Wing Power 5" heavy truck controls the vehicle self-weight within 8.8 tons, the logic of carrying more and running faster always holds true in the logistics market.

More worthy of attention is that new energy mining trucks have entered the unmanned driving stage. Chitian's displayed models can intelligently adapt to various mine transportation scenarios. For provinces with rich mineral resources in the southwest region, this is a tangible productivity tool.

And in the supporting system behind it, this year's exhibition added these two core viewer groups: logistics enterprises and charging/swapping operators, while holding the New Energy Commercial Vehicle (Southwest) Service Ecosystem Conference and Logistics Scenario Electrification Conference. This means a consensus has been reached: the landing of commercial vehicle electrification in the southwest is no longer a single car selling logic, but a five-in-one ecosystem collaboration of car, charging pile, cargo, finance, and service.

New Energy and Intelligent Connected: Not "Supporting Roles", but "Protagonists"

If CAPAS in previous sessions were just a trend sector, this year its status has been completely elevated. The area of the New Energy and Intelligent Connected Vehicle Special Zone doubled compared to the last session, and the number of participating brands also increased significantly.

In terms of passenger cars, brands such as Changan, Dongfeng Fukang, Dongfeng Voyah, Geely Galaxy, Jetta, Lynk & Co, Seres, and FAW Toyota made a collective appearance; in the commercial vehicle field, Guangtong Auto, Shudu Bus, Xizhong, Sinotruk Chengdu, etc. also brought multiple new energy models. But the highlights of this exhibition are not in the whole vehicles, but in the underlying technology.

Intelligent driving systems, core trinity power technology, hydrogen fuel systems these "hardcore" content become display focus. Ziyang Exhibition Group's Hua Chuang Yong Hydrogen brought low-pressure solid-state hydrogen storage sightseeing cars and low-pressure high-density solid-state hydrogen storage bottles; Modern Commercial Vehicles displayed hydrogen fuel cell light trucks. These technologies might be a bit far for ordinary consumers, but for enterprises upstream and downstream of the industry chain, this is a tangible business opportunity.

A detail is worth noting: Academician Ouyang Minggao's Workstation as a new energy vehicle and power battery innovation platform also appeared in the Yibin exhibition group. Academician Workstation participating directly indicates that the technical concentration of this exhibition has reached a new level.

From "Selling Parts" to "Selling Services", After-sales Market is Upgrading

Changes in the after-sales service sector are also obvious. In the past, people understood after-sales as selling parts and doing maintenance, but the signal conveyed by this year's CAPAS is: after-sales services are comprehensively upgrading towards professionalism, digitization, and refinement.

Chassis maintenance becomes a hotspot. Lpieer, Tieyin, Wuhu Jiaxian, Sigmai, etc. brought chassis parts such as shock absorption, braking, steering, and transmission. Behind this is a realistic logic: with the increase in the number of new energy vehicles, the demand for traditional engine maintenance is decreasing, but the demand for chassis maintenance is rising rapidly.

Green circular economy is no longer a concept. Brands such as Chongqing Yuxiang, Puyang Jirunda, Xinjiang Tongfeng, and CAT Power brought remanufactured engines, gearboxes, and chassis parts. The Green Design, Green Manufacturing, and Remanufacturing Seminar for Automobile Products also discussed the business model of automobile remanufacturing systematically for the first time. This logic has natural advantages in the southwest promotion — as a gathering area of resource provinces, the economic account of recycling can be calculated.

Warranty equipment is also leaning towards low-carbon environmental protection. Brands such as Styler and Matthias displayed smart car washing machines with water and electricity saving advantages; Younaite, Xuna, Guangjun, etc. brands' paint booths and lifts focus on terminal store quality improvement and efficiency increase. These devices are not showing off skills, but actually helping repair stores reduce costs and improve efficiency.

Auto Culture and Personalized Modification: From "Small Circle" to "Big Ecosystem"

This year's car modification gathering had a landmark event: the prototype of the movie "Pegasus 3" appeared for the first time. This is not just a gimmick, but it illustrates that auto culture is moving from a niche circle to the public vision.

At the exhibition, Austria Red Bull linked the Chengdu and Shanghai two exhibition sites, creating an Urban Workshop Tire Change Challenge Series Experience Activity. Audiences can personally feel the tense rhythm of racing pit stop tire changing. E-sports simulators allow ordinary people to experience the driving atmosphere of rally tracks. The significance of these interactive experiences lies in that they let auto culture change from "looking" to "playing".

Hardcore modified off-road vehicles and fashionable motorcycles made a concentrated appearance. Audiences can communicate face-to-face with senior modification experts to customize exclusive Southwest terrain road self-driving modification plans. The appearance of limited models such as Ford Model A, Cadillac Series 62, Formula Three (F3) racing cars, etc., also let classic car culture have a display stage.

Behind this there is policy support. This year Sichuan Province specially issued an implementation plan to promote high-quality development of the auto aftermarket, explicitly supporting auto racing, self-driving travel, auto culture experience, etc. directions. CAPAS's auto modification sector is unfolding along these three directions, using National Highway 318 as the main line, constructing a complete auto culture ecosystem.

From the perspective of trade, Changmao, Xinhui, and Yaosheng who participated for the first time brought paint protection film, window film, and color change film. Huqie displayed off-road vehicle fuel tanks and roof racks; Caleb's pickup truck tailgate covers are all precisely capturing the personalized needs of the southwest market. Although this sector scale is not large, growth potential is considerable.

Industry-Education Integration: Solving "People" Problems is the Long-term Strategy

This year CAPAS's most unexpected sector for me is the New Energy Vehicle Industry-Education Integration Activity Zone. To be honest, many industry exhibitions' emphasis on talent training often stays on the surface, but CAPAS this time is getting real.

International Auto Industry Education and Talent Development Conference, Elite Qi Hang Public Class, New Energy Auto Service Marketing Growth Training, New Energy Commercial Vehicle After-sales Maintenance Training... four activities covered the full chain from industry trends to store operations to technical practice. In the practical training zone, Lao Xiang Hao, and other enterprises brought on-site demonstrations of new energy commercial vehicle fault troubleshooting, diagnosis, and maintenance.

More worthy of attention is that second-hand car preparation practical training was newly added this year. With second-hand car preparation officially included in the new occupation of national occupational classification, the talent demand in this direction is exploding. AI paint smart detection, digital color mixing, scratchless repair, etc. new generation technology demonstrations, constructed a full-chain collaboration of technology, equipment, talent, and digitization.

With this combination of punches, CAPAS is not only displaying products, but solving the fundamental problem of "who will do the work" for the entire southwest auto aftermarket.

Internationalization and Regional Synergy: Walking on Two Legs

This year CAPAS is expected to welcome overseas audiences from Australia, Russia, Thailand, Malaysia, Singapore, South Korea, India, Saudi Arabia and other countries and regions. Overseas buyers from emerging markets such as UAE, Pakistan, Brazil, Ghana, Bangladesh, Mexico, Tajikistan, Armenia and other countries also formed a group to arrive.

This buyer structure is not the traditional sense of European and American markets, but "Belt and Road" line's emerging markets. This shows CAPAS chose a differentiated strategy on the internationalization path, targeting areas with stronger complementarity with the southwest region's industry.

Domestically, 56 professional buyer groups covered the southwest and surrounding areas centered on Chengdu-Chongqing, while expanding to Central China, East China, and South China. 16 city and prefecture exhibition groups within Sichuan Province made a collective appearance, the industrial cluster effect of Nanchong, Yibin, Ziyang, Guang'an, etc. was fully amplified. Yibin focuses on power batteries, Ziyang focuses on hydrogen energy technology, Nanchong and Guang'an focus on electric commercial vehicle supporting, this differentiated layout avoids internal friction and forms a combined force.

In the provincial exhibition groups, Chongqing, Hebei, Guangzhou brought advantages such as new energy intelligent connected, braking systems, auto electronics and precision manufacturing, etc., forming a complement with southwest market demand. Regional synergy is no longer a slogan, but real enterprise docking and industrial chain complementarity.

Written in the end:

After visiting this CAPAS, a strong feeling is: the southwest auto market is shifting from "following" to "leading". In the past when we talked about the southwest market, we more talked about its consumption potential and aftermarket space. But now, whether it is the scenario-based landing of commercial vehicle electrification, or the industrialization exploration of hydrogen energy technology, or the commercialization attempt of remanufacturing circular economy, the southwest has already walked in the front.

Another interesting change is CAPAS's role is shifting from "Connector" to "Incubator". It is no longer satisfied with letting buyers and sellers meet, but is starting to intervene in the construction of the industrial ecosystem. Industry-education integration solves talent supply, green circular economy promotes sustainable development, auto culture cultivates consumption upgrades. These actions may not see direct transaction data in the short term, but in the long run, this is building infrastructure for the entire southwest auto industry.