5 月 26 日，小馬智行（NASDAQ: PONY）發布 2026 年第一季未經審計財報，Robotaxi（自動駕駛出行）業務創下單季收入新高。基於強勁的開局表現，公司上調 2026 年 Robotaxi 業務目標：預計全年 Robotaxi 收入從達到 2025 年的 3 倍提升至 3.5 倍以上，車隊規模由 3000 輛上調至超過 3500 輛，覆蓋國內外 20 餘個城市。

小馬智行一季度實現總營收 2.36 億元，按年大漲 145%，按季增長 17.6%；毛利 3836 萬元，按年增長 140.1%，主要由 Robotaxi 業務爆發式擴張與智能解決方案業務（原“技術授權與應用業務”）快速放量共同驅動。公司經營效率持續改善，一季度經營虧損按年基本持平，按季收窄 21%。截至 3 月 31 日，公司持有現金及等同現金項目及長短期理財投資合計 99.02 億元（約 14.36 億美元），充裕的資金儲備為長期規模化戰略提供堅實支撐。

Robotaxi 業務自達成城市級單車盈利轉正後，開啟高速增長階段。一季度 Robotaxi 業務收入達 5912 萬元，按年大漲 395.4%，按季增長 28.7%——這一單季數字，已超過 2025 年全年 Robotaxi 收入 1.16 億元的一半。其中，乘客車費收入按年飆升 456.5%，成為最核心的增長動能。截至 2026 年 5 月，Robotaxi 中國註冊用戶規模已超過去年同期的 3 倍。

小馬智行創始人兼 CEO 彭軍表示：“2026 年開局表現出色，規模化車隊、卓越的技術及運營能力、優質用戶體驗成為我們的核心壁壘。在‘中國 + 海外’雙引擎戰略與共建車隊模式的推動下，公司將持續加速營收增長，鞏固行業領先身位。”

今年以來，小馬智行 Robotaxi 車隊規模、用戶規模、付費訂單量三大商業化指標上實現逐月增長，面對春節出行低谷與一季度傳統淡季，Robotaxi 業務展現出穿越周期的韌性。財報顯示，這一勢頭在二季度延續：5 月 Robotaxi 周均付費訂單量較 1 月增長 119%，其中五一假期日均付費訂單量按年增長 544%。

值得注意的是，即便 Robotaxi 折扣後定價高於入門級網約車，用戶需求依然旺盛，高峰時段尤為明顯。這意味著，用戶願意為產品本身的體驗與價值買單。在快速擴張的同時，小馬智行通過優化充電效率與調度算法，持續提升運營效率和體驗，降低單日運營成本。

支撐 Robotaxi 業務高速增長的，是車隊規模與運營版圖的同步擴張。截至 5 月 24 日，小馬智行 Robotaxi 車隊規模已突破 1700 輛；今年新增車型——豐田鉑智 4X Robotaxi 已開啟全無人駕駛測試，年內將投放至多個國內一線城市。北京車展期間，公司進一步宣布 2027 年國內 Robotaxi 整車成本（含車輛、電池及自動駕駛套件）將控制在 23 萬元以內，為商業化落地鋪平成本途徑。

國內市場，小馬智行 Robotaxi 服務一季度駛入廣州市中心，覆蓋廣州塔、廣交會展館等地標。海外市場則進入快速擴張期：公司在克羅地亞首都薩格勒布開啟了歐洲首個 Robotaxi 商業化服務，並在迪拜啟動無人化測試。目前，小馬智行 Robotaxi 業務已覆蓋全球 9 個國家，並在中国、克羅地亞、卡塔爾、新加坡、韓國開放公眾載客服務。

小馬智行創始人兼 CTO 樓天城表示，世界模型和多層次安全體系是推動長期商業化的底層支撐。2026 年 4 月，公司完成 PonyWorld 世界模型 2.0 迭代，研發範式由“強化學習”邁向“自主學習”，自動駕駛技術進入由 AI 驅動的全新階段。同時，公司構建起多維度安全防線：算法層面，強化學習與世界模型使車輛應對複雜場景的安全性遠超人為司機；車輛層面，系統級多重冗餘設計實現故障可運行能力，軟硬件失效時可保證車輛安全運行並擇機靠邊停車；運營層面，專屬安全團隊將安全機制嵌入運營全流程，配合高效的遠程保障和地面支援，對突發情況快速響應。

其他業務線也呈現出亮眼的增長勢頭。Robotruck（自動駕駛卡車）業務一季度收入 7033 萬元，按年增長 31%。小馬智行在 4 月宣布開啟“幹線物流 + 城市配送”全場景貨運佈局：第四代純電重卡將於今年下半年進入大規模生產，公司也成為全國首個在北京 - 天津線路開展自動駕駛重卡編隊無人化貨運的企業；首款全車規、全冗餘無人輕卡也於北京車展首發，憑藉與 Robotaxi 同源技術棧、運營體系與車規級套件，單公里城配貨運成本較人工下降 40%-50%。智能解決方案業務一季度收入 1.07 億元，按年增長 246.5%。其中，自動駕駛域控制器一季度出貨量增長至去年同期 6 倍以上，主要受益於低速無人配送、無人清掃、物流及人形機器人等市場的旺盛需求。

小馬智行 CFO 王皓俊對實現全年目標信心十足：“在 Robotaxi 雙引擎戰略驅動下，我們交出一份強勁的開年成績單——單季 Robotaxi 收入超去年全年一半。基於這一勢頭，我們主動上調了全年目標，這不僅說明小馬智行作為行業龍頭正加速兌現商業化落地，更意味著 L4 自動駕駛迎來規模化商業運營的分水嶺時刻。”

12 Jun, '150,000 Penghargaan, Mencapai Puncak' BJ30 Penjelajah 150,000 Unit Keluaran Dan Pelancaran Versi Puncak Kecemerlangan Held Di Pabrik Super Beijing Auto Zhuzhou. Untuk memajukan lagi hak off-road, membolehkan lebih banyak keluarga menikmati kehidupan off-road ringan, BJ30 Penjelajah memperkenalkan dasar pertukaran 30,000 Yuan, harga pertukaran super bermula dari 69,900 Yuan. Versi baharu penuh BJ30 Penjelajah Puncak Kecemerlangan dilancarkan, berposisi SUV off-road ringan, rupa, prestasi, pengalaman meningkat secara menyeluruh, harga pertukaran super bermula dari 82,900 Yuan. Di bawah lensa TV Pusat, Beijing Offroad juga membeza secara langsung sebuah BJ30 Penjelajah yang telah melarai 150,000 kilometer, mengiktiraf kualiti boleh dipercayai kenderaan di seluruh rangkaian.

Sebagai model SUV off-road ringan China yang paling pantas mencapai 150,000 unit, BJ30 Penjelajah bergantung pada沉淀专业 selama lebih 60 tahun Beijing Offroad, telah mencipta 'Arsitektur Hibrida HEV Penggerak Empat Roda Enam Mod Enjin Tiga' yang terkemuka dalam industri, dan menjadi yang pertama diaplikasikan pada BJ30 Penjelajah, menjadikannya model hibrida HEV pertama dalam kategori SUV Kotak China.动力三擎 adalah enjin khusus hibrida dengan kecekapan terma 41%, motor pemacu depan dan motor pemacu belakang, masing-masing pakar dalam penjimatan jarak jauh, pengisian semula serta-merta dan letupan serta-merta; Penggerak Empat Roda Pintar kelajuan respons mencapai 30 milisaat, 0.5 saat boleh memuncak tork maksimum. Enam Mod boleh memilih cara kerja optimum secara automatik, kuasa sentiasa dalam keadaan optimum. Disertai penutup tenaga tengah, had elektronik empat roda dan sistem kawalan semua medan ATS pintar, mudah menangani keadaan tanah lumpur, pasir, dsb.

"Besar" adalah keselesaan perjalanan. BJ30 Penjelajah susunan 7 tempat duduk 3 baris, mempunyai 2820 mm wheelbase super panjang, kadar penggunaan ruang 66% yang sangat tinggi, dan kereta belakang super besar 1,496 liter, baris belakang rata rata boleh bertukar katil besar 1.92 meter. Ruang baris ketiga super lebar SUV Kotak Kelas B, membolehkan orang dewasa 1.8 meter duduk masih luas. 38 tempat penyimpanan di seluruh kereta, barang sendiri ada tempat khas. Keluarga bepergian bebas, setiap orang tidak perlu kompromi.

"Jimat" adalah pendampingan jangka panjang. BJ30 Penjelajah mencapai Jimat Wang, Jimat Masa, Jimat Hati. Baru-baru ini, lima juruacara automobil dari Afrika Selatan, Indonesia, UAE, Poland, Mexico, mengukur secara langsung kecekapan bahan api SUV buatan China, BJ30 Penjelajah di setiap negara berjaya mencatat keputusan tidak melebihi 5 liter per 100 kilometer, satu tangki minyak merentasi lebih 1,000 kilometer. Tidak perlu mencari stesen pengecasan, isi minyak terus pergi, setiap tahun menjimatkan beberapa jam masa pengisian semula. Pada masa yang sama, pemilik pertama menikmati jaminan keseluruhan kereta seumur hidup, tiada risiko keselamatan bateri tinggi voltan, penyelenggaraan mudah dan komponen cukup, membolehkan setiap kepulangan tanpa risau.

BJ30 Penjelajah bukan sekadar kotak yang boleh membawa anda ke gunung dan bukit, tetapi juga SUV komuter bandar yang membolehkan anda menikmati kehidupan dengan selesa. SUV off-road ringan seragam, BJ30 Penjelajah satu daripada 10,000!

Pelancaran Versi Puncak Kecemerlangan BJ30 Penjelajah, Menerima Momen Puncak Kecemerlangan Rupa, Prestasi, Pengalaman

Pada kesempatan pelancaran di bawah 150,000 unit ini, Beijing Offroad mengeluarkan versi baru — BJ30 Penjelajah Puncak Kecemerlangan, di atas asas 'Super Off-road, Super Besar, Super Jimat', mencapai peningkatan menyeluruh rupa, prestasi dan pengalaman.

BJ30 Penjelajah Puncak Kecemerlangan menggunakan bentuk kotak klasik, ketegasan medan dan garisan halus berpadu sempurna, kelompok lampu melintasi lima cincin bintang unik, ketara dan kacak; set lengkap kit pemodifikasi gaya elektrik, pelipit bintang khas, penampan sukan warna sama hadapan dan belakang, menunjukkan penuh semangat dan bebas; dalaman warna oren baharu dan panel hiasan tekstur logam menggariskan lapisan dan kualiti, menonjolkan kedalaman yang hangat. Pengguna dari kumpulan umur berbeza boleh mencari semangat dan bertemu puncak dalam kereta ini.

Menukar kepada bateri AGM khusus berprestasi tinggi, umur kitaran mencapai 3 kali bateri biasa; dilengkapi teknologi turbin sama dengan Porsche, keseluruhan kecekapan pengecasan kenderaan mencapai 99%; kuasa motor belakang meningkat dari 55 kW kepada 70 kW, gerbang masuk, permulaan persimpangan, elakan kecemasan, semua boleh mendapat respons serta-merta, memberi anda asas untuk mempertahankan hak jalan.

Berbanding SUV biasa, badan BJ30 Penjelajah lebih tinggi, pemandangan lebih luas, ada juga pemanas kerusi, pengudaraan, pemanas roda stereng, dll., mesra dan selesa. Sistem boleh mengesan titisan hujan, tutup tingkap secara automatik. Lampu suasana 64 warna boleh bergerak mengikut irama muzik, memberi anda ruang yang selesa eksklusif untuk emosi. Membolehkan anda mendapatkan kehidupan off-road dan komuter bandar, dengan keselesaan satu kereta, menampung dua sisi kehidupan, jadikan setiap hari biasa menjadi momen puncak.

Pecahan Langsung BJ30 Penjelajah 150,000 Kilometer Seluruh Rangkaian Pertama, TV Pusat Mengesahkan Kualiti Sebenar

Untuk memberi balik 150,000 pemilik, Beijing Offroad memperkenalkan 'Dasar Pertukaran Super 30,000', pengguna pertukaran dan pengguna pembelian baru boleh menikmati. Atas dasar pertukaran super 30,000, Beijing Offroad juga membawa lima keistimewaan utama, tempoh masa bawah pesanan boleh menikmati:

Pertama, Hadiah Jaminan: Anugerah jaminan keseluruhan kereta seumur hidup bernilai 6,000 Yuan (had kepada pemilik pertama bukan operasi);

Kedua, Hadiah Kewangan: 0 pendahuluan, dsb, pelbagai produk kewangan boleh dipilih;

Ketiga, Hadiah Kenalan: Pelanggan lama memperkenalkan pelanggan baru untuk berjaya, ganjaran sehingga 800 Yuan kad JD;

Keempat, Hadiah Kemas Kini: Seluruh siri seumur hidup OTA kemas kini percuma;

Kelima, Hadiah Trafik: Trafik asas seumur hidup percuma, hiburan trafik 2 tahun percuma dan tiada had.

Pada kesempatan Piala Dunia dibuka, BJ30 Penjelajah Puncak Kecemerlangan juga dibuka terhad 'Semangat Piala Dunia, Puncak Menang Hadiah' Aktiviti: Membeli di mana-mana kedai berwenang di seluruh negara, boleh mendapatkan kelayakan teka-teka, tepat sekali menjangka Juara Piala Dunia dan skor perlawanan akhir, lagi menikmati subsidi pembelian 50,000 Yuan.

Kekuatan sebenar tidak takut pemeriksaan ketat. Di lokasi penganjuran, Beijing Offroad bersama TV Pusat Kewangan, melakukan pembezaan langsung BJ30 Penjelajah 150,000 kilometer, tunjukkan kualiti ketahanan dengan keadaan kenderaan sebenar. Pada masa yang sama, kamera mengembara masuk ke Pabrik Super Beijing Auto Zhuzhou, saksikan bagaimana kecerdasan China dari sumber mempertahankan kualiti kawalan setiap kereta yang unggul.

150,000 kilometer bersamaan dengan jarak penggunaan hampir sepuluh tahun keluarga biasa, BJ30 Penjelajah setelah dibezakan: enjin turbin bersih, karbon sedikit, keluaran kuasa masih kukuh, kotak transmisi utuh tidak bocor minyak, gear dalaman tiada kerosakan, sistem kuasa keadaan cemerlang; bateri tidak bengkak, bocor cecair, dalaman perubahan beransur-ansur, penggunaan lama tidak perlu risau bateri tuaing故障; kerangka sebelah, lengan gantung tiada korosi, bocor minyak masalah, keseluruhan rata lantai, ketepatan dan perbezaan dengan kereta baru kecil, pengurusan keselamatan pasif sentiasa dalam talian. Pembezaan langsung ini membuktikan dengan kamera, BJ30 Penjelajah bahan kukuh, kebolehpercayaan teknologi, ketahanan luar biasa, boleh memberi pengguna kos pembaikan yang lebih rendah, kitaran penukaran kereta yang lebih lama, dan rasa selamat setiap perjalanan.

日前，“上汽集團全球首一億位用戶交車儀式”喺上海舉行。由此，上汽都係成爲首个累計產銷量突破一億輛嘅中國汽車集團，並站喺其它國內同行未能企及嘅一個高度。

秉持“識車更識你”呢個用戶理念，令上汽集團喺傳統燃油車時代同新能源智能化時代始終都保持緊穩健步伐。進入“新能源下半場”後，上汽仲將硬核技術同產品優勢發揮到極致——關於這一點，透過上市首月交付量即突破一萬輛嘅別克至境 E7 就可以得到驗證。

內外設計：摒棄傳統厚重感

整體嚟講，別克至境 E7 堪稱係一款最接近主流自主新能源車嘅合資產品。佢嘅外觀看上嚟時尚大氣，封閉式前臉配合分體式流水大燈帶嚟滿滿科技感，兼具當下主流新能源汽車嘅時尚元素同運動氣息。

再睇內飾，呢部車集合咗當下主流新能源車特有嘅簡潔、大氣嘅設計內涵同高級感，尤其係 15.6 吋萊茵護眼中控屏+8.8 吋液晶儀表 + 後排 15.6 吋吸頂影院屏之多屏組合，更加令科技感扑面而来。

至於車身尺寸方面，呢部車嘅長寬高分別為 4850/1910/1676mm，軸距則為 2850mm，大五座佈局能好好滿足家用車嘅舒適性需求。

另外，全車均標準配備雲感懸浮層座椅，副駕更加採用咗伊姆斯零重力躺椅，進一步提升咗駕駛同乘嘅舒適性——單單呢一點，就能夠充分感受到廠方嘅誠意。可以話，至境 E7 喺打造極致舒適體驗方面比好多其他品牌更加用心。

動力同操控：解決用户需求痛點

再睇動力，呢部車全系搭載真龍插混 Pro 系統，並提供 1.5L/1.5T 兩種版本可選。當中，前一個嘅純電續航里程為 235km，綜合續航里程達 1630km；後一個嘅純電續航里程為 230km，綜合續航里程達 1600km。喺快充技術加持下，呢部車 30%-80% 補能淨係需要 15 分鐘，仲支持 6kW 外放電，可以好好滿足消費者喺戶外露營嘅時候嘅用電需求。

至於底盤方面，呢部車仲搭載咗預瞄式 RTD 連續阻尼可變懸掛，可以精準適應唔同路況，對顛簸嘅過濾效果足夠出色；同時，專屬防暈底盤同 eBoost 舒適制動系統亦可大幅降低容易暈車人士嘅出行唔適感，進一步提升駕駛乘體驗。

喺輔助駕駛方面，至境 E7 高配車型搭載咗 Momenta R6 高級智駕系統，仲全車配備咗包括激光雷達在內嘅 27 個感知硬件。基於強化學習大模型，呢部車可實現高速 NOA、無斷點城市 NOA、全場景自動泊車、主動避險等好多功能——豐富嘅智能化配備，將為中國消費者帶嚟更安全、安心嘅智能出行體驗。

《車壹圈》觀點：堅持同創新，唔單止係上汽集團成爲“首個累計產銷量突破一億輛嘅中國汽車集團”嘅底气所在，亦會為企業持續發展贏得領先機遇。

從開啓合資合作，到創造“上海速度”，再到推出全球首款互聯網汽車，同埋全面向新能源智能化轉型、推出高端智能電動品牌等等——可以話，上汽集團嘅每一次選擇都非常堅決，時機亦恰到好處。

透過別克至境 E7，我哋能明顯感受到廠方喺打造合資新能源產品嘅過程入面對“本土化”嘅落實到位，呢個唔單止為呢部車“上市即熱銷”創造咗有利條件，亦深刻體現出上汽集團對中國消費者嘅尊重，同對市場嘅重視。

而家，上汽集團旗下品牌同車型可謂“兵強馬壯”，仲喺海外擁有超 100 個零部件生產基地、超 3000 間經銷商網絡門店，仲建成咗倫敦等 3 大研發創新中心同泰國、印尼、印度、巴基斯坦合共 4 個生產製造中心。深耕海外市場多年，上汽集團始終都係以“全球化企業”為目標，不斷創造緊驕人業績。

另外，上汽集團喺營銷推廣層面都非常“接地氣”，並將“識車更識你”理念深入貫徹，既能夠吸引羅振宇成為華境 S 第 001 號體驗官，又能得到前國腳楊晨對 ID. ERA 9X 嘅青睞。呢次活動入面，上汽通用汽車副總經理薛海濤仲親手將一輛別克至境 E7 交付咗俾公益理髮師劉佳。

據介紹，呢位公益博主已經連續五年為廣西山區留守兒童理髮、送陪伴。再睇別克至境 E7，除咗以“兒童成長需求”為產品研發原點打造小朋友嘅滿分座艙，仲以實際行動對劉佳守護更多大山小朋友嘅成長表達咗支持——一個個深情嘅故事，喺見證緊上汽集團責任同擔當嘅同時，都係對“識車更識你”最生動嘅詮釋。

從第一位用戶，到第一億位用戶，上汽集團用咗 70 幾年。展望緊未來，喺創新同挑戰嘅路上，上汽集團會繼續同全球用戶一齊創造“美好出行新時代”。

Recently, major automakers successively released May sales data. It is not difficult to find that overseas sales are gradually becoming a new growth engine for Chinese automakers.

Among them, Changan Automobile's performance was particularly outstanding. In May, the group's total sales reached 209,100 units, with overseas sales reaching 70,700 units, a year-on-year increase of 38%, accounting for 33.8% of total sales. This means that, on average, one out of every three cars sold reaches the overseas market.

It is worth mentioning that on May 28, Qiyuan Q05 (NEVO Q05) was launched in Thailand, with orders breaking 3,000 units in just three days. By aggregating monthly sales from January to May, Changan Automobile's cumulative overseas sales for the first five months of 2026 were approximately 356,000 units, achieving 47.5% of the annual overseas sales target of 750,000 units. Under the current growth trend, achieving the annual target is almost inevitable, and going global has already become the key path for Changan to create a second growth curve.

Against the backdrop of intensifying geopolitical uncertainties and continuous upgrades in industry competition, compared to the striking sales growth rate, the underlying logic behind the growth deserves more attention. The 38% year-on-year growth overseas is not from a single-point breakthrough in one market, but the result of multiple regional markets working together and the continuous release of overall momentum. One can say that Changan is upgrading its overseas expansion from "going out" to "going in", and then to "taking root", gradually exploring a sustainable development path from "Changan China" to "World Changan".

Behind all of this is the advance planning and long-term investment at the strategic level. Changan has always adhered to the concept of "No Changan without overseas presence, no overseas base without overseas commitment". At the Beijing Auto Show, Changan Automobile officially released the "Inclusive" Plan 2.0, marking its globalization strategy from "product export" to a comprehensive upgrade to "industrial going global". Based on this plan, Changan adheres to the four principles of "Long-term, Localized, Systematic, and Integrated ESG Construction", continuing to deepen the "152" global market layout, shifting globalization development from product trade-led to a full-business comprehensive model covering manufacturing, trade, investment, service, and ESG construction. The goal has surpassed simple export sales figures and points towards deeper localized operations and systematic going global capabilities.

In recent years, this path has gradually materialized. In 2025, Changan's total exports reached 637,000 units, a year-on-year increase of 18.9%. Currently, Changan's global sales network has expanded from 63 countries in 2020 to 118 countries and regions, with cumulative overseas sales outlets reaching 1,124. Moreover, Changan has cumulatively built 22 global manufacturing bases, with overseas capacity reaching 350,000 units, having already moved towards the stage of systematic deep cultivation of the going global system.

What deserves more attention is that Changan is not simply selling products to overseas markets, but gradually forming a localized operation logic adapting to local conditions in the globalization process. Aiming at the industrial base, consumption habits, energy structure, and market maturity of different regions, Changan is exploring differentiated development paths and building its own regional momentum in the global market.

In the Southeast Asian market, Changan chose to open a new situation through industrial chain layout. Last May, Changan Automobile's first overseas new energy vehicle factory—the Rayong Factory in Thailand officially went into production, providing manufacturing support for the three brands of Changan, Deepal, and Avatr. The supporting Thailand spare parts warehouse currently under construction will also further improve the local service system. As capacity, supply chain, and service networks gradually land, Southeast Asia is becoming an important pivot for Changan's new energy vehicle global layout.

In Europe, a value hub of the global automotive industry, Changan focuses on brand building and value enhancement. From January to April 2026, Changan exported 10,672 units to Europe, a year-on-year increase of 629.5%. At the same time, Changan signed to become the global official partner of the Portugal national team in May, continuously enhancing brand awareness through sports marketing and localized communication. For Changan Automobile, the significance of the European market has never been just sales growth, but an important touchstone for global brand value and market recognition.

In the Latin American market, Changan promoted deep localization around the local energy structure and usage scenarios. This March, Changan Automobile's Brazil factory officially went into production. The first phase plans to produce fuel, hybrid, and plug-in hybrid models, and all series are equipped with flexible fuel engines, compatible with gasoline, alcohol, and mixed fuel in any proportion, fully adapting to the important market characteristics of Brazil which is dominated by ethanol fuel. This is not only the landing of capacity but also an important step for Changan to achieve localized operations and long-term roots in the Latin American market.

In the Middle East and African market, Changan relies on long-term accumulation to continuously release growth potential. After more than thirty years of deep cultivation, Changan has established a stable channel system and brand foundation. In 2025, the Egypt team's annual sales grew by 328% year-on-year. The market share of the fourth-generation CS55 PLUS CKD products jumped to first in the sub-market. The Changan brand sales entered the top five in local world brands and top three in local Chinese brands, demonstrating the value returns brought by long-termist layout.

At the same time, Changan continues to improve its new market layout, promoting Avatr to land in Uzbekistan, implementing localized production of star models in Kazakhstan, promoting the Deepal series into Côte d'Ivoire and radiating to the West African market, and carrying out systematic training on G318 and new energy technologies in Saudi Arabia, Bahrain, and Kuwait. These measures not only accelerated Changan's penetration speed in new markets but are also gradually forming a localized operation network where technology, brand, and service support each other, providing solid regional support for globalization development.

From Southeast Asian manufacturing bases to European brand building; from Latin American energy adaptation to Middle East and African long-term cultivation, Changan is using the practice of different markets and different paths to prove that true globalization is not simply copying successful experiences, but building long-term competitiveness based on understanding and integrating locally. As more and more regional markets begin to form synergies, a globalization system covering R&D, manufacturing, brand, channels, and services is also becoming Changan's new growth flywheel.

Behind the continuous release of regional market momentum, essentially, it cannot be separated from the long-term support of technology, talent, and organizational capabilities. For Changan, globalization competition is no longer just competition in products and sales, but competition in systemic capabilities. In response, Changan is accelerating the systematic layout of scale and globalization. On one hand, building a "Six Nations, Ten Locations" global R&D layout, having built over 200 laboratories in 16 major technical fields, and creating the industry's only "National Key Laboratory of Intelligent Vehicle Safety Technology", providing continuous support for technical depth; On the other hand, according to plans, in the next three years, the overseas team of Changan Automobile will achieve order-of-magnitude growth and high-quality breakthroughs. Overseas employees will exceed 4,600, the proportion of localized employees will exceed 70%, driving the total employment scale of the upstream and downstream industry chain to break 15,000, truly becoming the core power rooted locally, integrating locally, and serving locally.

In addition, Changan Automobile also proposed to strive to break through 200 billion yuan in brand value by 2030, join the Fortune Global 500, unswervingly create high-end brands, and achieve a leap "Towards Innovation and Progress". The proposal of this goal not only means achieving a simultaneous leap in scale and brand but also further points to reshaping the Chinese brand value benchmark in global competition.

It can be seen that Changan Automobile's going global is no longer just a story of sales growth, but represents a new logic of globalization development, moving from scale expansion to value enhancement, from market exploration to system output, from product going global to industrial going global, and from "Chinese Intelligent Manufacturing" to "Global Operations". It can be foreseen that a more global, more internationally competitive "World Changan" is accelerating towards us.

预算8万左右准备买一台纯电代步SUV，我相信绝对有人在长安启源全新Q05和零跑A10之间纠结。尽管它们俩级别不同、风格有差异，但最终双方在终端价格上有重叠，所以买大还是买小的问题，肯定会困扰着大家。那到底谁更值得入手呢？今天我们就找了2款价格差不多的配置来对比。

具体配置版型分别是，限时补贴价7.99万元的长安启源全新Q05 405Max，以及指导价7.68万的零跑A10 505悦享版。双方在价格上差距是3100元，但产品力有啥不同，我们接着往下看：

（长安启源全新Q05）

（零跑A10）

首先当然是尺寸上的差异了，作为紧凑型SUV，长安启源全新Q05车身尺寸为4435x1855x1595mm、轴距2735mm；而作为小型SUV，零跑A10车身尺寸为4270x1810x1635mm、轴距2605mm。长安启源全新Q05的长度、宽度和轴距均占优，零跑A10则是车高占优，179cm体验者实测，后排腿部空间2拳，A10则只有1拳3指，再加靠背可调，舒适性更佳。

储物层面，零跑A10常规容积达到了602L，其中包括102L下沉储物空间；而长安启源全新Q05则是540L，并且它还有90L隐藏空间，因此双方表现其实差不多。

（长安启源全新Q05）

（长安启源全新Q05）

（零跑A10）

（零跑A10）

一番比较下来可以发现，长安启源全新Q05尺寸更大，后备厢空间中规中矩，将更多空间释放给乘员舱，有利于多人出游。同时在座椅舒适度方面，长安启源全新Q05也更重视，它的主副驾均支持电调，主驾还有加热、通风、按摩、腰托调节功能，后排座椅靠背也支持调节角度，乘坐舒适性更好。零跑A10则是给到主驾电调以及前排座椅加热功能，对驾驶员的照顾还算到位，但对副驾和后排乘客就不太友好了。

同时在其它配置上也能看出双方造车理念的差异，长安启源全新Q05十分舍得下本，相对零跑A10多了自动空调、后雨刷、手机无线充电（50W）、车载KTV、胎压显示、可见即可说语音交互、车外扬声器功能，手机互联方面也多了CarLink、CarPlay、荣耀互联。零跑A10则是比全新Q05多了全景天幕、方向盘加热、二排小桌板、氛围灯。另外长安启源全新Q05还配备了主动闭合式进气格栅，可以更好的散热和降低能耗。需要强调的是，零跑A10没有后排空调出风口，要是带老婆跟娃娃出游，这大夏天的，挺难受的。

核心三电也是差异较大的一个方面，零跑A10搭载了国轩高科或者是江苏正力的电芯，电池容量是53kWh，满电续航达到505km，搭配2.5C快充，30-80%仅需16分钟，在这个价位下还是比较有竞争力。长安启源全新Q05则是应用了宁德时代电芯+金钟罩2.0 3C快充电池，属于一线电池品牌，但容量是40.3kWh，满电续航405km，30-80%快充需要15分钟。所以这就涉及到你愿意相信一线电池品牌，还是想要长续航的问题了。要是两者都想要，也可以增加预算，选择长安启源全新Q05高配，既有大牌电池，也有506km长续航。除了大牌电芯，长安启源全新Q05还使用了散热效果更好的液冷技术，即使低配也使用的直冷，而零跑A10虽说高配也是液冷，但低配仅采用风冷，效果相对较差。

再者看动力，两台SUV都是前驱车，其中长安启源全新Q05搭载了120kW、190N·m电机，百公里加速成绩是8.9秒，算是常规水准。零跑A10则是搭载了90kW、150N·m的电机，百公里加速成绩10.6秒。相对来说长安启源全新Q05动力还是更强一些，在市区当中行驶红绿灯起步也会更快，在快速路或者是上了高速之后，再加速能力也更强，超越大货车或者是并线的时候会更有信心。

总结：

必须承认，零跑A10具备全球品质，长安启源全新Q05央企品控，也是全球品质，可靠性都没有挑，并且先于A10出海，已在泰国上市，并将在6月进入乌兹别克斯坦，8月进入印尼及中南美洲；10月进入欧洲，展现了央企速度与实力。

具体到产品层面，A10会更契合代步车的身份，整体空间、动力和配置表现相对一般，但续航确实比较给力，电池品牌说服力相对差了点。长安全新Q05则是使用宁德时代电芯+金钟罩2.0 3C快充电池，技术更先进，而且它兼顾了更多家用属性，尺寸更大、动力更强、配置更丰富。回到我们标题的疑问，到底谁更可靠呢？目前长安启源全新Q05给出了6年或15万公里整车质保，零跑A10则是4年或12万公里，再者宁德时代毕竟是大品牌，更值得信赖。所以我的建议是，大家可以重点考虑长安启源全新Q05！

China's Automotive Industry First Billion-level Car Manufacturer Born

Journeying Together for a Billion, SAIC Motor Welcomes Global 100 Millionth User

On May 28, 2026, the "Global 100 Millionth User Vehicle Delivery Ceremony" of SAIC Motor was held at the Shanghai North Bund World Living Room. Over a dozen SAIC full vehicle brands and nineteen models, via a "Global Relay Delivery" method, crossed mountains and seas, spanned continents, and connected globally. SAIC Motor thus became the first Chinese automotive group to accumulate production and sales exceeding 100 million vehicles, casting a new milestone for the Chinese automotive industry.

From "Phoenix" to "IM Motors": 100 Million Vehicles Witness the Struggle and Original Intention of China's Automotive Industry

In 1955, the Shanghai Internal Combustion Engine Parts Manufacturing Company was established, marking the start of Shanghai's automotive industry. In 1958, workers used hammers to hammer out the first "Phoenix Brand" sedan, achieving a "zero breakthrough" in Shanghai sedan manufacturing. Over the past 70-plus years, SAIC has experienced and driven the entire process of China's automotive industry from nothing to something, from weak to strong: The Santana went off the line in 1983, starting joint venture cooperation; GM Shanghai was established in 1997, creating the "Shanghai Speed" of building a factory and delivering cars in 23 months; The independent brand Roewe was born in 2006; In 2016, the world's first Internet Car Roewe RX5 was launched; In 2020, the high-end smart electric brand IM Motors was established.

What runs through this journey is SAIC's enduring user philosophy of "Know Cars, Understand You Better". Knowing cars is the extreme pursuit of core technologies; Understanding you is precisely implementing every cutting-edge technology into a perceivable and enjoyable travel experience for users. From the Santana localization consortium to joint venture 2.0 technology co-creation, from Internet cars to all-wire chassis, solid-state/semi-solid-state batteries, AI large models on-board — every leap is an upgrade of "Knowing Cars" capability, and the consistent legacy of "Understanding You". 100 million vehicles is also a concentrated fulfillment of 100 million units of user trust.

First 100 Million Vehicle: IM LS9 Hyper, Gathering the Greatness of SAIC's 70+ Years of Technology

The first 100 million vehicle delivery model, IM LS9 Hyper, is a masterpiece gathering the fruits of 70-plus years of SAIC's technology accumulation, opening a new era of "New Three Major Components" for new energy vehicles. It is equipped with next-generation chassis technology, the industry-first all-wire four-wheel steering; next-generation intelligent driving hardware, 520-line super-vision LiDAR + NVIDIA Thor chip; next-generation Three Electrical Systems — whole-domain 800V high-voltage platform and Stellar Super Range Extension. It comprehensively pre-embeds redundant capabilities for continuous evolution towards L3 and above advanced intelligent driving. Meanwhile, the IM LS9 Hyper is the first to mount SAIC Gold Label Hurricane Three-motor, leisurely joining the Performance 3-second Club; It also cooperated with Zijinshan Laboratory to globally premiere "Intrinsic Security" technology, extending the automotive safety boundary from "Physical Safety" to "Information and System Safety", which is an essential security cornerstone for the AI Era.

The first 100 millionth user, Cao Xuandong, CEO of Momenta, is precisely SAIC's core strategic partner in the intelligent driving field. The intelligent driving technology co-created in depth by both parties has already empowered multiple independent and joint venture brands. "Partners Turn into Car Owners" is not only a satisfactory delivery between manufacturers and users, but also a deep resonance among intelligent vehicle ecosystem partners.

Systemic Strength: SAIC Full Brand Matrix's Global Relay Delivery

Behind the 100 million vehicles is SAIC's full value chain closed loop covering six major sectors: Full Vehicle, Parts, Mobility and Services, Finance, International Business, and Innovation Technology. From January to April 2026, SAIC's cumulative sales reached 1.302 million vehicles, ranking as China's top-selling automotive enterprise for four consecutive months. Among them, independent brand sales were 910,000 vehicles, accounting for nearly 70%; New Energy Vehicle sales were 412,000 vehicles; Overseas market sales were 459,000 vehicles, surging 50.2% year-on-year.

At the delivery ceremony site, SAIC's full brand and full product matrix worked together. Independent brands launched a full-line attack: Shangjie Z7, Hua Jing S, Roewe M7, MG4 Semi-solid State Battery Version, Wuling Starlight 560, Maxus eDeliver5, Hongyan Heavy Truck, Yuejin Dana T1, Sunwin Pure Electric Bus, Iveco Juxing EV etc. were delivered successively, covering diverse scenarios such as personal travel, family life, commercial operations, and logistics transportation. Joint venture brands concentratedly displayed the results of "Joint Venture 2.0": Volkswagen ID. ERA 9X will globally premiere the first to mount the Momenta R7 Reinforcement Learning World Model, sales exceeded 7,000 units one month after launch; Audi E7X plans to become Audi's global first model to achieve Level 3 autonomous driving landing; Buick Zhijing E7 is built based on the "Xiaoyao" Super Fusion Architecture, sales exceeded 10,000 units one month after launch.

From the Shanghai main venue, delivery scenes in multiple domestic cities including Nanjing, Liuzhou, Taiyuan, and countries including UK, Indonesia, Singapore were successively lit up, pioneering a new narrative method for Chinese automotive brands. Behind this is SAIC's deep foundation of globalization layout. SAIC is the pioneer of Chinese automotive enterprises "Going Global": Overseas, there are over 100 parts production bases, over 3,000 dealer networks, built 3 major R&D innovation centers including London, and 4 production centers in Thailand, Indonesia, India, Pakistan; SAIC Logistics owns 42 ro-ro ships, 8 international routes covering Southeast Asia, Europe, Americas. Nowadays, SAIC's products and services are distributed in over 170 countries and regions, cumulative overseas sales exceeded 7 million vehicles. SAIC MG consecutively ranked first for Chinese brands in Europe for 11 years, 2025 European annual sales exceeded 300,000 vehicles, becoming the first Chinese automotive brand to exceed 1 million cumulative sales in Europe and UK. In March this year, MG held a Technology Day in Frankfurt, Germany, globally premiering Semi-solid State Battery and Hybrid+ Hybrid Technology, Hybrid+ family overseas monthly sales already exceeded 20,000 vehicles. In 2025, SAIC released Overseas "Glocal Strategy" (Global + Local), accelerating from "Product Going Global" to "Value Chain Going Global", letting "Chinese Intelligent Manufacturing" further step towards the world.

From "Knowing Cars" to "Understanding You": A Delivery Grand Ceremony where Users are the Protagonists

The ultimate focus of "Know Cars, Understand You Better" is the travel life of every real user. Luo Zhenyu, founder of Dedao APP, as the Hua Jing S No. 001 Experience Officer, from year-end speech praising Huawei Qiankun Intelligent Driving to entering the factory to witness off-the-line; Former German National Team Player Yang Chen chose ID. ERA 9X, because its Golden Range Extension and Long-termism coincided; After Cao Kailiang ordered the car for the whole family, his idol Jay Chou happened to become Buick MPV Family Spokesman; Public Welfare Blogger Liu Jia shaved and accompanied left-behind children in Guangxi Mountains for five consecutive years, Buick provided immediate assistance first, he was moved by Zhijing E7 "Full Score Cockpit". From self-media bloggers to Village Party Secretaries, from Public Welfare Guardians to Logistics Enterprises — every user is a microcosm of real life, this is the most vivid interpretation of "Know Cars, Understand You Better".

100 million vehicles is a phased answer to SAIC's 70-plus years of development, and even more so a new starting line for SAIC facing the intelligent electric future's "Second Entrepreneurship". In 2014, SAIC actively implemented the important instruction "Developing New Energy Vehicles is the Inevitable Path for China to Move from an Automobile Power to an Automobile Strong Nation", leading the full transformation. Twelve years later, from the "Leading the Way" of Intelligent Electric transformation to the "Thousands of Horses Galloping" of Independent and Joint Venture, Passenger and Commercial, Domestic and International, SAIC will continuously use "Know Cars, Understand You Better" as user philosophy, letting technological innovation truly benefit every user.

From 1955 to 2026, from the first user to the 100 millionth user, from pioneering exploration to industry leadership — SAIC will continue to Journeying Together for a Billion with global users and global partners, creating a new future of beautiful travel together.

5 月 28 號上汽集團“全球首一億位用戶交車儀式”喺上海北外灘世界會客廳舉行。呢場活動嘅陣仗有幾大？上汽旗下十幾個整車品牌、十九款車型，由上海一路接龍去南京、柳州、太原，再跨出國門連至英國、印尼、新加坡——全球直播。但細心睇就會發現，一切嘅“開場哨”，係由兩台尚界吹響嘅。

上汽集團累計交車嘅第 999,999,996 輛同第 999,999,997 輛都係尚界品牌。

兩台車，一台電光紫粉嘅尚界 Z7，一台琥珀金綠嘅 Z7T，被上汽集團總裁賈健旭親手交俾兩個年輕人嘅手度。數字本身就夠有講頭——離一億輛，就差最後嗰三四步。換句話話，當全場目光聚焦尚界嘅嗰一刻，一億輛呢個里程碑，只隔住一層窗紙。

呢樣顯然唔係巧合。

上汽將咁重要嘅“億級前夜”留俾尚界，信號好直白：呢個品牌唔係隨便做做。佢係上汽同華為真正意義上嘅“深度咬合”——唔係貼標套殼嗰種合作，而係由底層研發到產線規劃，由三電架構到智駕方案，兩邊團隊攪埋一齊搞出嚟嘅。

而家，呢套家底全押喺尚界身上。上汽集團嘅態度好明確，最成熟嘅產線、最好嘅技術、最優秀嘅人才，"All in 尚界”。

點解咁樣拼命？因為喺新能源滲透率已經達到 60% 嘅而家，上汽需要一個喺主流市場撕開口子嘅品牌。智己打高端，榮威、MG 各有陣地，但 15 萬到 25 萬呢個最內卷，都係最大嘅一塊蛋糕，缺一個真正打得嘅角色。尚界就係呢個角色。

而華為嘅加入，補齊咗最後一塊拼圖。華為乾崑智駕、鴻蒙座艙、智慧出行解決方案——呢啲標籤放喺主流價格帶，殺傷力係好唔一樣。別講嘅，單睇交付現場嗰兩個年輕人拿到匙嘅表情，你就知呢套組合拳打中咗邊個嘅心坎。

尚界 Z7 同 Z7T 喺交車前，有 1300 台車參與咗測試，累計跑咗 1100 萬公里，由漠河凍到吐魯番曬，由青藏高原跑進海南雨林，內地 75% 嘅省份都留下咗輪胎印。車身用咗 91% 嘅高強鋼同鋁合金，14 處 2000 兆帕熱成型鋼——呢個級別，敢將數字放喺台面上比嘅，唔多。就連車漆都冇含糊，拉住 WGSN 色彩機構一齊整咗 10 個潮流色，唔係拍腦門定嘅，係真係諗清楚年輕人要乜嘢調性之後先落地嘅。

更關鍵係節奏。Z7 系列開啟大訂之後，倚靠上汽集團嘅製造實力，產能已經喺爬坡上量，五月底就可以開始批量交車。由落單到交車，中間冇拖泥帶水。呢個速度，靠嘅唔係口號，係整個製造體系喺背後撐住。

回到一億輛呢個數字。佢當然好大，大到有少少抽象。但如果你將佢拆開嚟睇——第 999,999,996 輛同第 999,999,997 輛係尚界，

上汽將一億輛嘅“臨門一腳”交俾尚界，交嘅唔係兩台車，係一個態度：下一個一億輛嘅路，尚界要行喺前面。

    Baru-baru ini, AutoFlight, sebuah syarikat ekosistem CATL, secara rasmi menerima Sijil Pengenalan Model (Validated Type Certificate, selanjutnya dipanggil VTC) yang dikeluarkan oleh Lembaga Penerbangan Awam Indonesia (DGCA) untuk eVTOL kargo tanpa pemandu 2 tan yang dibangunkan sendiri — V2000CG Karyou, menjadikan ia model eVTOL pertama di dunia yang menerima pengiktirafan model luar negara.

    Sebagai "Visa Antarabangsa" eVTOL pertama di dunia, penerimaan VTC Indonesia membuktikan bahawa reka bentuk AutoFlight V2000CG mematuhi piawaian kealaikan negara asal (China) dan juga memenuhi keperluan kealaikan negara import (Indonesia). Perolehan VTC ini merupakan pembelahan bersejarah dalam pengglobatan pelan syarikat pembuatan pintar udara rendah China, menyediakan syarat prasyarat untuk V2000CG memulakan operasi komersial di "Negara Ribu Pulau".

    Semakan Kealaikan Penerbangan Awam Dua Haluan China-Indonesia, Mengesahkan Keupayaan Pembuatan Pintar di Ruang Udara Rendah China

    Perolehan Sijil Pengenalan Model (VTC) melibatkan semakan mendalam dan penandaan menyeluruh oleh Lembaga Penerbangan Awam Dua Haluan terhadap model yang dipohon dari segi piawaian kealaikan. Sebelum ini, V2000CG telah menyiapkan ujian pengesahan kesesuaian dan uji terbang yang menyeluruh, dan pada Mac 2024, Lembaga Penerbangan Awam China telah mengeluarkan Sijil Jenis (TC).

    Berdasarkan持有 TC yang dikeluarkan oleh Lembaga Penerbangan Awam China, pada Julai 2025, AutoFlight mengemukakan permohonan pengiktirafan kealaikan kepada DGCA. Melalui analisis perbandingan perbezaan piawaian kealaikan dua hala, perbincangan teknikal dalam talian berulang kali, semakan penuh dokumentasi teknikal, lawatan Lembaga Penerbangan Awam Indonesia ke AutoFlight dan semakan tapak oleh penyedia bateri dinamik CATL, selepas mengesahkan bahawa V2000CG sepenuhnya memenuhi keperluan kealaikan Indonesia, Lembaga Penerbangan Awam Indonesia secara rasmi mengeluarkan Sijil Pengenalan Model (VTC) pada 3 Jun 2026.

    Indonesia mempunyai asas industri reka bentuk dan pembangunan sendiri keseluruhan serta pembuatan pesawat di Asia Tenggara, dan mempunyai keupayaan pemeriksaan kealaikan pesawat yang lebih tinggi. Perolehan sijil VTC Indonesia yang lancar kali ini menunjukkan ketelusan, autoriti dan pengiktirafan antarabangsa sistem pemeriksaan kealaikan penerbangan awam China, membantu piawaian kealaikan ekonomi udara rendah China menuju ke global.

    Menyelesaikan Masalah Logistik 'Negara Ribu Pulau', Memutarkan Gelung Pelaksanaan Senario Global

    Sebagai negara kepulauan terbesar di dunia, Indonesia mempunyai lebih 17,000 pulau, dan infrastruktur pelabuhannya adalah terhad. Pengangkutan laut tradisional memakan masa lama dan kurang cekap, pengangkutan udara tradisional bergantung pada landasan dan kosnya tinggi, pengangkutan bekalan antara pulau dan pulau, serta bekalan kecemasan masih memerlukan penyelesaian efisien.

    AutoFlight V2000CG disesuaikan secara tepat untuk pasaran Indonesia dan Asia Tenggara di sebaliknya. Model ini mempunyai berat maksimum berlepas 2,000 kilogram, kelajuan jelajah 200 km/jam, dan jarak jelajah 200 km. Memanfaatkan keunggulan konfigurasi sayap majmuk, pemacu elektrik tulen yang rendah karbon dan mesra alam, berlepas dan mendarat menegak tanpa landasan, ia disesuaikan secara tepat untuk keperluan pengangkutan merentas pulau bagi barang bernilai tambah tinggi seperti barang segar, ubat-ubatan, dan bekalan kecemasan di pasaran Indonesia, menyediakan penyelesaian udara rendah baharu untuk sistem logistik pulau di seluruh Asia Tenggara.

    Pengesahan Teknologi Menggalakkan Pelaksanaan Komersial, Skema Udara Rendah China Memberi Kuasa Pasaran Global

    Ekonomi udara rendah semasa sedang memasuki pelaksanaan komersial secara menyeluruh dari pengesahan teknologi. Sebagai model eVTOL di atas satu tan pertama dan satu-satunya di dunia yang menerima "Tiga Sijil Kealaikan" (TC, PC, AC) yang dikeluarkan oleh Lembaga Penerbangan Awam China, V2000CG Karyou sebelum ini telah menyelesaikan aplikasi penerbangan dalam senario operasi dan penyelenggaraan platform laut di dalam negara, pengangkutan sokongan pulau, dan operasi kecemasan kebakaran dan penyelamatan.

    Penerimaan rasmi VTC Indonesia kali ini secara lebih lanjut mempercepatkan pemutusan gelung industri eVTOL "Pengesahan Teknologi — Pengiktirafan Kealaikan — Pelaksanaan Luar Negara". Dengan pelaksanaan operasi V2000CG di pasaran Indonesia, AutoFlight akan berusaha untuk memperluaskan operasi komersial model lain di pasaran global.

    Pihak yang berkaitan AutoFlight menyatakan bahawa sijil VTC eVTOL pertama di dunia bukan sahaja merupakan pengiktirafan autoriti oleh Lembaga Penerbangan Awam kedua-dua pihak terhadap teknologi teras dan sistem keselamatan AutoFlight, tetapi juga merupakan penanda aras penting yang memberikan kuasa oleh skema ekonomi udara rendah China kepada negara sepanjang laluan "Sabana dan Jalur". Pada masa depan, AutoFlight akan bekerjasama dengan CATL untuk terus mengeluarkan teknologi pembuatan pintar udara rendah China dan skema operasi, membantu lebih banyak negara dan kawasan dengan sempadan persekitaran geografis yang terhad dan kecekapan pengangkutan yang tidak mencukupi membuka kemungkinan baharu ekonomi udara rendah, dan terus memimpin laran keluar laut eVTOL satu tan di dunia.

At last year's Tokyo Motor Show, BYD launched an all-electric K-Car model for the Japanese market, the BYD RACCO Sea Otter. Now, another Chinese automaker has set its sights on this market. According to reports, Chery recently announced it will enter the Japanese market, and the exterior of its first K-Car model was revealed simultaneously.

It is reported that Chery is entering the Japanese market through a joint venture. Chery will cooperate with four companies to establish a new EV brand, EMTA. The four companies are Jiangsu Yueda, Japanese auto parts manufacturer Autobacs Seven, Chinese battery company Gotion High-Tech, and Japanese machinery company Anest. Chery will provide platforms and drive hardware for the new brand among these.

Unlike the previous BYD situation, Chery's strategy this time is to build a brand new brand and emphasizes a Japanese brand positioning. Therefore, besides the participation of two Japanese companies, technicians from Japanese automakers such as Honda and Mazda were recruited to participate in localized development. The company CMO is Shun Uchiyama, who served at Dongfeng Nissan in the early years. At the same time, EMTA's registration location was chosen to be Singapore, which can be said to help avoid the "Made in China" label, so as to better establish in the Japanese market.

As for the first model, EMTA chose a K-Car model with distinct Japanese characteristics. The vehicle length is 3.4 meters, and it will be developed according to Japanese K-Car specifications. Currently, the new car has not been named, and more parameters are unclear. However, looking at the shareholding structure of the enterprise, we can make some guesses. The new car will adopt Chery's electric drive technology and Gotion High-Tech's batteries. Some technologies might adopt the setting of Chery's pure electric small car QQ Ice Cream. As for the two Japanese companies, Autobacs Seven is responsible for sales business, and Anest is responsible for quality management. The new car is scheduled for delivery in 2027 and will form a product matrix of four models by 2029.

However, the competition in this market is still very huge. Competitors include local hot models such as Honda N-Box, Nissan Sakura, Daihatsu Tanto, and Suzuki Hustler, of course, there is also BYD's Racco Sea Otter. K-Car models occupy one-third of Japan's car sales, and for a long time have been almost entirely occupied by Japanese local manufacturers.

BYD entered the Japanese market in 2023, but penetration progress has been very slow, perhaps this is also one of the reasons why Chery entered this time in the form of a joint venture. But whether it can skip the dilemma currently faced by BYD and achieve better results still needs the market to give the answer. For this new Chery car and the move to enter the Japanese market, we will also continue to follow closely.

[Auto Insight Industry] Let's review the major events that happened in the automotive circle on June 9, 2026.

Car Event 1: Chery Responds to Rumors of Cooperation with India's Tata Group

On June 8, the Chery Group issued a clarification statement on its official public account regarding false reports about Chery's cooperation matters. Chery stated that we noticed that recently many media outlets cited foreign media information to interpret the cooperation between Chery and India's Tata Group. While there was no shortage of benevolent concern, it also gave rise to a large number of false speculations. The actual situation is explained as follows:

The cooperation agreement being negotiated between Chery and India's Tata Group is limited to supply of model-related parts, providing them with semi-knocked-down car kits. Chery has no arrangements such as direct investment and technology transfer in the Indian market. The expressions such as "platform transfer", "platform licensing", "technology licensing", "technology export", "technology output" mentioned by some media and accounts are all inconsistent with the facts.

We sincerely thank the sectors of society for their concern and attention to Chery. 

Car Event 2: Saite Technology Announces New Brand Name AIVA

Recently, Saite Technology officially announced the new brand name AIVA, which will realize AI-defined cars. It is a partner that can perceive, think, and empathize, a new life form. The AIVA brand launch event will be held at 19:00 on June 9. The official side also released the first teaser image of the new car.

Previously, ByteDance issued a statement that ByteDance has no plans to build cars or launch an automotive brand. Saite and ByteDance also have no equity cooperation, and Saite is not an automotive brand launched by ByteDance or Doubao. The cooperation between Doubao, Volcano Engine, and automotive industry partners is mainly to provide Doubao large models, smart cockpit and other technical services to industry partners, helping partners improve in-vehicle intelligent interaction experience.

Car Event 3: Yueda Kia May Sales 22,275 Units

Recently, Yueda Kia announced the latest sales data. May 2026 sales were 22,275 units, a 11.4% increase month-over-month and a 0.9% increase year-over-year; cumulative sales from January to May exceeded 90,000 units, showing a steady growth trend overall.

As of now, Yueda Kia has cumulatively exported over 598,000 complete vehicles, with export sales exceeding 6.55 billion US dollars, constructing an export matrix composed of 6 car models including EV5, Sportage, Seltos, K5, Sonet, and Ray. It covers 90 countries and regions worldwide such as Australia, Mexico, Saudi Arabia. Engine exports also achieved remarkable results. In May, 8,474 engines were exported, with cumulative exports exceeding 523,000 units, sold to countries such as Russia, Czech Republic, Slovakia, South Korea, Vietnam, Malaysia, India, Kazakhstan, and Turkey.

Car Event 4: BYD Li Ke Meets with F1/FIA High-Level Officials

Recently, during the F1 Monaco Grand Prix, BYD Vice President Li Ke held talks with F1 Management CEO Stefano Domenicali and FIA President Mohammed Ben Sulayem, and Mohammed Ben Sulayem also posted a photo of the meeting with Li Ke on his personal social platform. Li Ke did not clarify that BYD will establish a brand new F1 team, but hinted that it is exploring all options.

In an interview with foreign media, Li Ke stated, "This is very interesting, because they (FIA President) are also exploring the future and technology very seriously, and they also understand what BYD possesses." In March this year, some media reported first that BYD was assessing the feasibility plan to enter F1 and WEC. In April this year, Li Ke told the media that BYD is conducting substantive negotiations on entering F1. She also stated that F1 is an "excellent opportunity" to test BYD's technical strength, because the new rules for the 2026 season will raise the proportion of power component output in the hybrid system to about 50%, which highly aligns with BYD's core technology.

"Daily Car News", here are the latest car news of the day, please continue to follow "Auto Insight".

Recently, Leapmotor announced May sales data, with single-month deliveries reaching 81,569 units, a year-on-year growth of 81%, and a month-on-month increase of 14.26%. This impressive performance report propelled Leapmotor to become the focus of the domestic new energy vehicle market. Following the current growth pace, the brand's annual sales are expected to break the million mark, joining the top ten domestic passenger car sales rankings. Comparing industry data reveals that last year the tenth domestic automaker had an average monthly sales volume of about 71,000 units, while Leapmotor's current monthly sales have surpassed this level. It also widened the gap with top new forces like Li Auto, Xpeng, NIO, Zeekr, etc., as the latter brands maintained May deliveries within the 30,000-unit range. Looking back at the development history, Leapmotor's growth speed is astonishing. In 2019, the first model's annual sales were less than 3,000 units; in 2025, annual deliveries approached 600,000 units; and by this May, it successfully stepped onto the monthly sales 80,000-unit plateau, becoming one of the fastest-growing new energy brands in China. As sales continue to rise, the market also began to explore which consumers are choosing Leapmotor vehicles.

Currently, the penetration rate of new energy vehicles in China has surpassed 50%, and the market development logic has witnessed a significant shift. In the early stage of industry development, new energy vehicles mainly relied on tech-savvy early adopters who love new things. Now, the core driving force for market growth has gradually shifted to the replacement demand of traditional fuel car owners. For ordinary family consumers, car purchasing focuses more on practicality and cost-effectiveness. Currently, in most regions in China, 92 octane gasoline prices have long stayed around 8 yuan per liter. Annual fuel costs for a conventional fuel car often exceed 10,000 yuan. The lower usage costs of new energy models have become a key factor in attracting replacement buyers. Leapmotor's main products focus on the 100,000 to 200,000 yuan price range, which is the largest passenger car volume segment in China, precisely capturing the two market trends of fuel car replacement and new energy vehicle penetration into lower-tier markets. Surveys show that many walk-in intention users originally drove mainstream family fuel cars like Sylphy, Lavida, Haval H6, etc. When choosing cars, they value interior space, range capability, practical configuration, and cost-performance ratio more. Meanwhile, charging infrastructure in tier-3, tier-4 cities and county markets continues to improve, making up for the shortfalls of new energy vehicle penetration. Leapmotor's entry-level model A10 has gathered numerous orders in tier-3 and lower cities. Only months after launch, this model's May sales reached 23,000 units, fully demonstrating the consumption potential of lower-tier markets.

Combining the domestic vehicle insurance data for the first four months of 2026, one can clearly outline the overall profile of Leapmotor's domestic users. Data shows that multiple models under Leapmotor share sales pressure, and the product matrix development is balanced. Among them, C10 cumulative insurance coverage is close to 30,000 units, accounting for the highest proportion of total sales. Models like B01, C11 also have impressive market performance. From the user attribute perspective, Leapmotor's core customer group is pragmatic family users. Purchase budgets are mostly concentrated around 150,000 yuan, pursuing high space utilization, reliable range, smart configuration, and low usage costs. Different models correspond to differentiated consumer groups: The entry model A10 mainly targets families with children, belonging to first-time purchase or additional purchase models for the family. Female user proportion is considerable, and many users prefer the long-range version. Usage scenarios include long-distance self-driving. While the flagship SUV D19 targets the middle-class upgrade replacement group. Car owners are mostly middle-aged and young workplace management levels. Among them, there are many old owners of luxury brands and old Leapmotor users. Positioning leans towards the high-end family market. From the city distribution perspective, Hangzhou, Guangzhou, Chongqing, Shanghai, Chengdu, and other tier-1 and new tier-1 cities are Leapmotor's main sales bases. The Zhejiang local market is particularly well-rooted, and sales in multiple prefecture-level cities remain firmly at the forefront. It is worth mentioning that Leapmotor's sales basically come from personal private car procurement. The proportion of operating vehicles is extremely low, and terminal market development is very healthy.

Besides deepening the domestic market, the overseas market has also become a brand new growth engine for Leapmotor. In the first four months of 2026, Leapmotor accumulated exports of 64,000 units. April single-month exports reached 22,000 units, accounting for 30% of that month's total sales. The brand tailored different models for different overseas road conditions, purchasing power, and driving habits, launching differentiated models to achieve precise layout. Europe is Leapmotor's largest overseas market. Local fuel costs are high, urban roads are narrow, and the compact and flexible T03 became the export mainstay. Relying on price and configuration advantages, it gained numerous orders in countries like Italy and Belgium. In the Southeast Asian market, local consumers have limited budgets, and the economic and practical T03 is equally popular. The South American Brazil market, with vast territory and high long-distance travel demand, focuses on the extended-range model C10, precisely adapting to local travel scenarios. In terms of channel layout, Leapmotor chose to cooperate with the international automotive giant Stellantis. Leveraging their mature distribution network and after-sales system, they quickly opened the overseas market, while also laying out local factories in places like Spain and Malaysia. This further reduced operating costs and avoided tariffs, accelerating overseas market expansion.

Leapmotor managed to stand out among a crowd of new energy new forces, achieving a monthly sales result of 80,000. Behind this is a clear development strategy and hard-core comprehensive strength. The brand did not blindly chase the high-end market and flashy tech concepts, but has been long rooted in the mainstream family market, creating a complete product matrix covering the 70,000 to 300,000 yuan price band to meet the car usage needs of families at different levels. Full-domain self-research is Leapmotor's core trick for controlling costs. Its core component self-research rate exceeds 65%, and the vehicle platform component commonality rate reaches as high as 88%. This effectively got rid of reliance on external supply chains, allowing products to maintain affordable prices while guaranteeing configuration. Now Leapmotor is working on both domestic and overseas lines, effectively hedging the operational risks of a single market. Financial performance has also remained stable. In 2025, it successfully achieved full-year profit. In the first quarter of this year, under the premise of continuous investment in overseas factory building and new product R&D, it still maintained a considerable gross profit margin.

Looking back at Leapmotor's development path, its success logic is simple and pragmatic: Conforming to the big trend of new energy vehicle popularization, targeting the huge base of ordinary family consumers, relying on R&D technology to control costs, relying on rich models to cover segmented needs, and leveraging cooperative channels to develop the overseas market. At a time when the car market is returning to rationality, consumers no longer simply chase brand gimmicks, but vote with actual consumption choices. Leapmotor's rise also confirms a truth: In the fiercely competitive automotive industry, accurately grasping the real needs of the masses and continuously providing high-value products is how one can stand firm and achieve long-term development.

According to statistics from the China Association of Automobile Manufacturers, China's new energy vehicle exports in 2025 reached 2.615 million units, a year-on-year increase of 103.7%, ranking first globally for three consecutive years. Relying on first-mover advantages, China's new energy vehicles have moved from the industry's fringe to the center stage. Against this backdrop, JMC New Energy anchored on the "15th Five-Year Plan" strategic blueprint, took "Independence + Co-creation" as the core, took technological innovation as wings, actively promoted globalization strategy, and formally entered the new stage of "Value Deepening".

Three Major Tracks + Six Major Pillars, JMC New Energy Builds Globalization Competition Barriers

The foundation of "Value Deepening" lies in systematic reconstruction on strategy. JMC New Energy deeply recognizes that true globalization is not simply exporting products, but deep rooting of value systems. During the "15th Five-Year Plan" period, the enterprise will focus on three major tracks of "Refining Small Cars, Strengthening Mobility Cars, Optimizing Autonomous Vehicles", and build six strategic pillars of "Technology Leadership, Model Innovation, Low-carbon Empowerment, Full-chain Strict Control, Digital Intelligence Drive, Talent Accumulation", comprehensively consolidating the foundation of development.

At the technical level, JMC New Energy relies on mature core three-electric technologies, matched with dual empowerment of intelligent connectivity and lightweight body, inheriting JMC Group's "Safe & Reliable, Economical & Durable" quality genes, creating core advantages such as extreme low energy consumption and full-domain safety protection. Yichi 05 meets high standards for collision requirements, won the EU WVTA certification certificate, and passed localized regulation certifications in countries such as Australia, Thailand, UAE, crossing the most stringent technical thresholds globally with reliable quality.

Model Elevation, Moving from Product Going Overseas to Local Ecosystem Symbiosis

Technical capability is the "ticket" to participate in global competition, but true globalization tests the elevation of models. To this end, JMC New Energy focuses on promoting product localization, manufacturing localization, and team localization, building a "R&D - Production - Marketing - Service" full-chain globalization system, joining hands with global partners to jointly build energy ecosystems, mobility ecosystems, and intelligent ecosystems, achieving the transformation from single product trade to co-creation and win-win.

Latest data shows that JMC New Energy's overseas markets have expanded to over 40 countries and regions, with business footprints covering five continents: Europe, Africa, Middle East, Southeast Asia, South America. Export business achieved positive growth for three consecutive years, with a year-on-year increase of 70% in 2023, 25% in 2024, and 203% in 2025, showing an accelerated leap pattern.

Behind this achievement is a clear path of globalization advancement. From the first vehicle landing in Singapore opening the door to the South Asian market, to Mauritius, Sri Lanka, Nepal, Pakistan launching successively, deeply cultivating Indian Ocean and Southeast Asian core markets; From the debut at the Canton Fair to the official launch of Yichi 05S, to hundreds of Yichi 05S vehicles driving globally in batches, JMC New Energy lights up the global map with solid steps. In 2025, Yichi 06 appeared at the WNEVC World New Energy Vehicle Conference, concentrating on demonstrating the enterprise's system solutions in the field of intelligent mobility. On May 26, 2026, the all-new Eto EV3 was launched globally simultaneously, bringing new choices for beautiful mobility to global users.

Worth noting is that JMC New Energy is not "going it alone" in overseas markets. The enterprise actively builds deep cooperation networks with local dealers and service providers, and in Southeast Asia, Middle East, Africa and other regions, a relatively complete sales and after-sales service system has been formed, truly achieving the leap from "selling cars" to "taking root".

Born global, harmonious symbiosis. In the future, JMC New Energy will continue to deepen localized ecosystem construction, promote comprehensive rooting of technology, manufacturing, and teams, jointly build mobility, energy, and intelligent ecosystems with global partners, and truly achieve the leap from "selling cars" to "symbiosis".

May 29 to June 7, 2026 (30th) Greater Bay Area Auto Show opens. BYD occupies Hall 1, creating an exclusive brand pavilion. BYD Commercial Vehicles makes its debut for the first time with a full matrix and full category lineup, comprehensively displaying the full scenario new energy traffic ecosystem layout.

As a global leader in new energy commercial vehicles, BYD Commercial Vehicles relies on the Group's core Three-Electric technology and whole industry chain advantages, builds a mature product system. This exhibition features two core categories: new energy buses and new energy trucks, establishing a benchmark for commercial green travel with hard-core technology, reliable products, and quality services.

In the truck sector, BYD debuts core models including pure electric light truck T5, sedan-truck T4, tractor Q3, water sprinkler truck T18, etc. The product line covers 3.5 tons to 31 tons, adapting to different scenario needs. Among them, the sedan-truck T4 adopts low resistance and lightweight design, achieving 100km electricity consumption of 18.5kWh (CLTC condition), balancing small truck practicality with sedan comfort, redefining pure electric sedan-truck. Since its domestic launch, the market response has been enthusiastic, and it has now successfully entered overseas markets such as Japan, Mexico, and Singapore. The 4.5-ton light truck T5 offers two choices: pure electric and hybrid, matching different bodies such as cargo fence, refrigerated, and box vehicles. Along with T4, it serves as a core model in the light commercial sector, adapting to logistics scenarios such as express delivery, supermarkets, and cold chain.

Pure electric tractor Q3 is equipped with multiple battery capacity versions, applicable to industrial parks, ports, and mid-to-short distance logistics transport, fully covering yard operations, short-distance distribution, and special transport. Pure electric water sprinkler truck T18 is equipped with a large capacity battery, maximum gradient exceeds 30%, easily adapting to various road conditions. The same series sanitation vehicles have escorted national ceremonies three times in ten years, demonstrating the hard power and green responsibility of Chinese new energy technology to the world with the highest recognition of new energy technology and quality.

As a global leader in bus electrification, BYD pure electric bus products cover 6 meters to 27 meters. On site, two major models pure electric bus B12 (European version) and C11 debut. Among them, the new bus C11 is built on the e-BUS platform 3.0, equipped with Blade Battery, CTC battery chassis integration, bus YunNian A, full-domain 1000V high voltage architecture and other core technologies, achieving comprehensive upgrades in safety, efficiency, and intelligence, creating a new high-quality travel choice for the road passenger transport sector.

As of now, BYD Commercial Vehicles global cumulative sales exceed 203,000 units, footprints cover 6 continents and over 70 countries and regions, being the first Chinese car brand to enter developed markets in Europe, America, Japan, and South Korea. In the future, BYD Commercial Vehicles will continue to leverage passenger-commercial synergy advantages, driving global commercial vehicle electrification development with technological innovation, helping build a green low-carbon traffic system.

When it comes to domestic car brands, many people's impression may still be stuck at the stage of mainstream family cars. However, this is already old news from a few years ago. You should know that current domestic car brands not only beat joint venture brands in the domestic market, but have also surpassed foreign car brands on multiple tracks such as high-end development and overseas exports. Take the Geely Automobile we are talking about today for example.

Growth Momentum Leads the Industry

According to the latest data released by the official, Geely Automobile's cumulative sales in May reached 237,637 vehicles. It achieved double growth year-on-year and month-on-month for three consecutive months, leading the overall market with stable growth and impressive results. However, compared to this already excellent total performance, many industry insiders, after seeing the sales results of each brand under Geely Automobile, will be amazed that its quality is also getting higher.

As is well known, there are two hardest markets in the automotive industry: the luxury high-end market and the overseas export market.

Taking Geely Automobile as an example, its "Global Luxury Technology Brand" — Zeekr Automobile, reached deliveries of 34,377 vehicles in May, an 81.8% increase year-on-year and an 8.1% increase month-on-month, achieving double growth for four consecutive months. The average transaction price per vehicle also increased by 52.4% year-on-year. What is even more shocking is that the sales share of Zeekr 9 Series and 8 Series, which are priced as high as 400,000 to 500,000, accounts for nearly 50%!

Not only that, Geely Automobile's "Global New Energy High-End Brand" — Lynk & Co, also achieved May sales of 20,732 vehicles, with new energy vehicle sales accounting for 70.8%, and the brand's cumulative sales have broken 1.8 million. This shows that Geely Automobile's high-end models have not only won the recognition of a large number of consumers with excellent product power, but have also completed the transformation of volume and price rising together at the brand level.

Of course, as the undisputed leading automotive enterprise in China, Geely Automobile's focus is no longer limited to the domestic market. It chose to go global to challenge the more difficult overseas market. This is not the case, May's overseas export achievement of 85,144 vehicles set a new record for export sales. It is worth mentioning that the hot-selling products of Geely Automobile brands overseas are also mostly high-end or new energy vehicles.

For example, Zeekr has entered more than 50 countries and regions, and the cumulative global delivery volume of Zeekr 7X has exceeded 160,000 vehicles; Geely Galaxy Starship 7 EM-i remained the champion of new energy plug-in hybrid SUV sales in Kazakhstan for March and April; Geely Galaxy E5 remained the champion of pure electric SUV-C market sales in Australia, Argentina, UAE, Morocco, and Uruguay for the first quarter, and stayed in the top three in Brazil, Uzbekistan, and Indonesia new energy pure electric SUV-C models!

Hardcore Strength Creates Brilliance

Obviously, whether it is the rapid sales growth trend, or the hot sales in new energy, high-end market and overseas market, it is inseparable from hard strength as support. Taking Lynk & Co Automobile as the first car racing brand in China for example, top technology shouldn't just stay on the marketing level, but must be proven on the track. Therefore, it recently announced carrying 03+ TCR Racer, 03++ Racer, and 03 CUP EVO three racing cars to participate in TCR China, CTCC China Cup, and Lynk & Co Cup three major events simultaneously.

With hardcore strength, Lynk & Co naturally fears no high-difficulty tests. In the two-round finals of TCR China, the 03+ TCR Racer achieved the results of 4 championships, 1 runner-up, and 2 third-place finishes with its hardcore performance strength; in the CTCC China Cup, the Lynk & Co Zongheng Racing Team even achieved the results of 2 championships, 2 runner-ups, and 1 third-place finish. At the same time, in the 2026 Season FIA TCR World Tour opener, the Starri TCR Racer of Geely China Star Racing Team (Geely Cyan Racing) also won the race in the final and brought back the historical first win. This not only means that Starri TCR has world-class competitiveness, but also marks that Geely China Star Racing Team has officially completed the first chapter of the Geely Automobile Sports New Era.

At the same time, in technical levels such as intelligence and safety, the Haohan inherited Geely and Volvo safety heritage, assisted driving mileage grew by 215% in one year, leading the entire industry with the fastest growth rate. In the recent Euro NCAP official test, Geely Galaxy Starship 7 EM-i (Geely STARRAY EM-i) successfully completed the exceeding standard bilateral serial limit crash test at the France UTAC Laboratory. This not only intuitively confirms Geely's leading vehicle safety technology and mature systematic safety strength, but also lays a solid foundation for Chinese automotive safety technology to go international and participate in global industry standards!

Daxia Car Talk: I believe many people, after seeing Geely Automobile's sales data, will have the praise "It's too comprehensive" in mind. After all, car enterprises that can achieve impressive results in new energy, high-end, overseas exports, and even on the track at the same time, let alone in the independent domestic brand circle, you can't even find a few car enterprises in the global automotive industry that can achieve these things simultaneously!

Let's look at a situation first: In 2025, the single best-selling car model in China was neither the Model Y nor the BYD Qin, but an A0-class pure EV small car with a starting price of under 70,000 yuan — the Geely Xingyuan. With 465,775 units sold annually, it was the best seller across all categories. Including fuel vehicles, SUVs, and MPVs, it ranked first. Equivalent to selling one unit per minute. Cumulative deliveries of 700,000 units were achieved in 573 days, making it the fastest model in the industry to reach this goal.

In Q1 2026, the car went a step further, breaking into the top 3 in global new energy vehicle sales, surpassed only by the Model Y and Model 3, and was the only Chinese brand model to enter this list.

On May 28, it added more. The all-new Geely Xingyuan went on sale, launching four models: 410 km Aspiration Edition, 410 km Riding Wind Edition, 480 km Exploration Edition, 480 km Exploration Plus Edition. Limited-time rights price from 61,800 to 91,800 yuan, launching the banner of "Five Champion Strength Upgrades".

Question arises: Why make such a big overhaul and upgrade for a competitor who has already taken the domestic sales crown? I believe there is only one answer — Geely's ambition is no longer domestic number one, but global new energy vehicle sales number one.

I. From "Domestic Sales Crown" to "Global Top 3", What Makes Xingyuan Qualify?

To understand "why Geely dares to think of global number one", first look at the old model Xingyuan's report card:

In terms of data, from its launch in October 2024 to the new generation upgrade in May 2026, cumulative deliveries reached 700,000 units in 573 days. In 2025, it took the annual best seller across all categories with 465,800 units. Total sales of A0-class pure EV sedans for the year were 1.323 million units, and the Xingyuan accounted for more than 35% of it. For every 3 A0-class EVs sold, one is the Xingyuan.

In terms of overseas, the Xingyuan has entered more than 30 countries and regions under the name EX2. In Brazil, sales broke through 2,300 units in two months after launch. In the Thailand Auto Show, weekly orders reached 3,300 units. It also won two international awards: "Brazilian Best Compact EV of the Year" and "Indonesia Auto Show Favorite EV". In Egypt, one out of every 3 EVs sold is the Xingyuan; pre-sale orders in Mexico exceeded 4,100; monthly registrations in the UK broke 1,000.

In terms of product capability, the old Xingyuan breaking out relied not on a single leading parameter, but on a set of "differentiated competition": Standard rear-drive and multi-link independent suspension across all series. The first to adopt a native architecture in the class, the first to standardize rear-drive independent suspension, the first to undergo global tuning. Wheelbase of 2,650 mm, crossing into the A-class space threshold. All series equipped with CATL cells, laying the trust foundation for range and battery safety.

Behind this combination strategy is a "Three-Pronged Attack" — using A0-class prices, near A-class space, and chassis quality common in 150,000-yuan class cars, competing upwards for family users and downwards for essential commuting groups. The killing power is visible from the sales trend: Monthly sales of the Xingyuan in May 2025 approached 39,000 units, expanded to 46,000 units in August, and in April 2026 it remained at the top with 41,938 units, with a significant gap remaining with competitors.

II. What Did the New Xingyuan Add?

1. Driving Control Upgrade: This time, full-dimensional verification was conducted for different extreme road conditions, comprehensively upgrading the three core experiences of "Driving, Steering, Braking". With the G-TCS 2.0 all-weather anti-slip system retaining rear-drive flexible fun, ensuring no slipping, no skidding, and no rollback on flat roads, slopes, and curves. The new brushless steering system responds twice as fast, supports three steering modes and self-learning at steering neutral position. The G-CST 2.0 all-scenario comfort braking system simulates experienced driver's foot feel, braking without nodding, driving without motion sickness.

2. Powertrain Upgrade: Old model 310 km version upgraded to 410 km, 410 km version upgraded to 480 km, all series range upgraded. Batteries still use CATL exclusive custom new generation cells, energy density 190 Wh/kg. It is the only A0-class EV small car in the class with all series standard CATL cells, liquid cooling temperature control, and 11-in-1 highly integrated electric drive. In terms of refueling, 30%-80% fast charging only takes 19 minutes. Liquid cooling system and new BMS ensure full-speed charging whether cold or hot, without sacrificing battery life.

3. AI Smart Cockpit Upgrade: Equipped with Galaxy Flyme Auto 2 smart cockpit system, based on 7-nanometer automotive grade Dragon Eagle 1 chip, 16GB RAM plus 128GB storage. 14.6-inch central control screen supports CarPlay, Huawei HiCar, Carlink full-domain connectivity. Voice Assistant Hi Eva supports fuzzy command understanding and context memory. Saying "I want to go home" automatically calls the latest Amap Version 850 to select the optimal route.

4. ADAS Upgrade: This is the most core change — equipped with the Qianli Haohan ADAS H3 solution, same source as high-end models. Highway/Roadside NOA is not restricted by roads and rain/fog weather, supports voice lane change, multi-scenario avoidance and automatic on/off ramp. Full-scenario MPI takeover rate exceeds 200 km. Parking can achieve full-scenario adaptation. APA parking assist supports one-touch parking, fingertip parking, remote control parking, covering more than 300 scenarios. HPA memory parking supports 2 km ultra-long memory, centimeter-level precision positioning. Learning a route once allows full automatic parking, with smart car following, auto spot finding, obstacle avoidance functions. Temporary route change requires no relearning.

III. Market Comparison

In 2026, the A0-class pure EV market competition intensity is more than one level higher than in the previous two years:

In terms of product capability, A0-class pure EVs have entered the "whether good" stage from "whether available". Xingyuan's advantage is that chassis quality and space performance are at the top level in the class. 2,650 mm wheelbase brought class-upgrade space, rear-drive independent suspension chassis layout. This is an extremely scarce combination in this price segment. Qianli Haohan H3 ADAS solution and Flyme Auto 2 cockpit system belong to Geely ecosystem capability downward release. The integrity and usability of intelligence have obvious generational gap advantages in the class. 19-minute fast charging brings substantive improvement to charging convenience.

In terms of market landscape, A0-class car retail volume reached 1.13 million units in 2025, up 59% year-on-year, one of the fastest-growing niche markets. Participants accelerated entry, Wuling Bingo S range pulled to 525 km, MG4 pricing dropped forming cross-boundary competition. But the turning point appeared in 2026 — purchase tax subsidy adjusted from full exemption to half collection, forming direct impact on the A0-class user group with extremely high price sensitivity. Small EV market growth slowed significantly in the first quarter. Some competitor models in April sales dropped more than 50% year-on-year. The market is undergoing drastic structural adjustment.

IV. Conclusion

Back to the question at the beginning: Is the all-new Geely Xingyuan enhancement aiming to seize the top spot in global new energy vehicle sales? My judgment is: Yes, but the path is not through a single hit product, but through global system capability. And this upgrade of the new Xingyuan can be called "Champion's Re-layout". It is not passive response, but adding more to actively open up a new gap before the opponent catches up. For it, the technical route has been chosen correctly, and market trends are also on its side. What remains to be seen is execution.

从故事到现实。

6月8日周一开盘，中国三大股指继续飘绿，养眼但不养心……

2026年上半年的最后一个月，中国汽车股开局不仅未能迎来“暖意”，反而在下跌的行情中苦苦挣扎。

随着投资者们越来越清醒，确定性正在成为弱市中唯一的硬通货。

01

6月第一周（2026年第21周），《汽车K线》统计在册的117家汽车业上市公司，一周股价平均下跌2.86%，虽然跌幅较前一周大幅收窄，但整体表现依然不容乐观，为刚刚开启的6月蒙上一层阴霾。

其中，下跌个股数量达百只，飘红者不足3成，且涨幅多数偏低。

从大盘看，深证成指、上证指数和恒生指数周度分别收跌1.67%、1%和0.88%，汽车股显著跑输大盘。

分板块来看，六大板块周度以跌为主，仅经销商/零售/后市场板块得以幸免，但也仅实现了0.43%的微增长。

下跌板块中，新能源、智能化/出行和乘用车板块跌幅较大，跌幅分别高达5.33%、3.15%和3.04%。

有意思的是，“智能化/出行”板块既是“强势区”，亦是“重灾区”，涨幅榜和跌幅榜几乎均被该板块个股霸榜。

从个股来看，涨幅前10名的“门槛”仅为上涨5.19%；而跌幅前10名的“底线”则惨烈地低至下跌10.99%，足见市场避险情绪之浓烈，资金正在大面积撤离高估值、低盈利的成长型个股。

02

具体来看，来自智能化/出行板块的曹操出行以17.31%的涨幅居涨幅榜首位。它的大涨，或离不开其在5月29日获纳入港交所科技100指数成分股。

得益于此，曹操出行被动资金配置预期直接催化股价走高。6月1日和2日，该股分别大涨15.38%和9.14%，为曹操出行的领涨奠定坚实基础。

此外，进入涨幅TOP10的华亚智能、驭势科技、佑驾创新和豪恩汽电均来自智能化/出行板块。

其中，华亚智能以14.14%的周涨幅，位居涨幅总榜第2位。6月4日，华亚智能触及涨停板，为其的周度走势奠定基石。它的大涨或得益于SK海力士五年内晶圆产能翻番计划，全球半导体设备紧缺情绪升温。

此外，6月8日股权登记日实施“10派2.5元”分红方案，也对短期买盘起到推动作用。

驭势科技或因携手赛力斯助力蓝电E5 Plus首款海外右舵车型在印尼量产，负责行泊一体智驾功能的量产开发，标志着其乘用车智驾方案具备全球化交付能力，拉动股价走高。

「图片来源：佑驾创新公告」

佑驾创新或得益于拟收购中通快递旗下西安通图科技50%股权，成为公司非全资附属公司，标志着L4无人物流车从技术验证进入场景规模化阶段。

豪恩汽电震荡上行，或受益于英伟达已与于宇树科技合作，推出新一代人形机器人参考书籍H2+，市场预期豪恩此前与英伟达合作研发的机器人“大脑”有望与之产生协同，大幅打开该股的想象空间。

03

余下涨幅TOP10个股则主要集中在经销商/零售/后市场板块，美东汽车以13.64%的周涨幅位居总榜涨幅第3位，美团和永达汽车涨幅则不足10%。

其中，美团能够逆流而上，或受一季度减亏影响。6月1日，美团公布2026年一季度财报，收入约910亿元，经营亏损从上一季度的161亿元大幅收窄至65亿元，减亏幅度远超市场预期。

此外，来自商用车板块的中国重汽港股和零部件板块的凯中精密也进入涨幅TOP10。

中国重汽港股的上涨，或受重卡行业景气度回升拉动。

根据第一商用车网数据，2026年5月，我国重卡市场共销售约10.3万辆，同比增长16%，不仅实现了销量“三连涨”，还创下了近五年来5月份销量的历史新高。

从涨幅榜个股不难发现，可验证的景气兑现，才是弱市中股价最坚实的底座。

无论是曹操出行因纳入指数而获得的确定性资金流入，还是驭势科技、佑驾创新通过实质性订单与并购将L4技术从“概念”推向“量产”，亦或是中国重汽受益于重卡行业真实的销量“三连涨”，都在用可量化、可追踪的基本面变化回应市场质疑。

04

相比之下，纯粹依赖题材想象或流动性溢价的个股，在这一周的资金争夺战中明显失势。

同样来自智能化/出行板块的亿航智能、先导智能、小马智行、文远知行和中颖电子成了“重灾区”。

其中，亿航智能以22.29%的周跌幅领跌总榜，反映出概念股泡沫破裂后的残酷。

6月4日，瑞银分析师将其评级从“买入”直接下调至“中性”，目标价从21美元腰斩至11.1美元，次日该股大跌近14.46%。更深层的原因在于商业化进度远不及预期。

值得一提的是，美国5月非农就业新增17.2万人远超预期，彻底打破降息希望并激化加息预期，科技股受其拖累大跌，同时也成为影响该股走势的重要因素之一。

或受此影响，《汽车K线》统计的个股美股中，除京东之外，第21周股价均走低，极星汽车、小马智行美股、文远知行更以超10%的跌幅，跌入跌幅TOP10。与此同时，先导智能、中颖电子等也以超10%的跌幅，跌入跌幅TOP10。

值得一提的是，从极星汽车、小马智行、文远知行和先导智能今年一季度财报来看，亏损均出现扩大。

此外，赣锋锂业的下跌，或因碳酸锂价格回落，市场对锂价反弹信心彻底动摇。

利元亨的下跌或受合同诉讼风险拖累。公司公告与微宏动力的合同纠纷双向升级，利元亨追债2638万元，反遭对方索赔1.29亿元，且募投项目宣布延期，进一步加剧了市场对其经营风险的担忧。

整体来看，跌幅榜的核心共性在于业绩与预期的巨大缺口，亿航智能的商业化速度远不及股价前期透支的预期，文远知行与极星汽车至今难以证明盈利路径的可行性......

Views of AutosKline：

6月第一周汽车股涨跌走向，就像是资本市场对过往泡沫的清算与对未来确定性的追逐。

尤其是同一赛道内既是“强势区”，也是“重灾区”的碰撞，更揭露了资本正在加速抛弃无法兑现的故事，转而拥抱可验证的景气。

附：汽车股六大板块周度走势（5.29-6.5）

文字为【汽车K线】原创，内容参考素材源自上市公司公告和行业公开信息（相关公司和机构应有义务对其真实性负责）；部分图片来源于网络，版权归原作者所有。

本号文章，未经授权，不得转载，违者必究。同时，文章内容不构成对任何人的投资建议！股市风险大，投资需谨慎！

As the best-selling model in the current Chinese automotive market, Geely Star Wish is comprehensively refreshed with five major upgrades.

On May 28, the all-new Geely Star Wish officially went on sale, bringing over 100 product upgrades for users and achieving over 25 industry-exclusive features. Among them, the biggest change is the comprehensive upgrade of the entire series' range: from 310 km to 410 km, and from 410 km to 480 km. The limited-time launch benefit price is 61,800 yuan - 91,800 yuan.

As the 2025 sales champion in all categories of the Chinese auto market, Geely Star Wish deliveries exceeded 700,000 units within 573 days. In the first quarter of this year, it ranked among the top three globally for new energy vehicle sales, making it the only Chinese brand model to enter the top three in global new energy vehicle sales.

Of note, the all-new Geely Star Wish continues to focus on core daily mobility scenarios, addressing users' real vehicle usage needs, and collaborates with Xiaohongshu to create the nation's first mobile "Immersive Travel" car launch event. Meanwhile, it collaborates with cross-border brands such as CATL, Capybara, Collagi, Goodbaby, and Myfoodie to innovatively create five major life scenarios: "Harbor Life, Alley Life, Rainforest Life, Silk Road Life, Nomadic Life", continuously defining the value benchmark for pure electric compact cars.

Five Major Advances of the New Car

Driving Control Advance — From "Sufficient" to "Fun", Reshaping the Driving Control Benchmark for Pure Electric Compact Cars

Core Upgrade:  Global Native Architecture + Sino-German Joint Track-Level Tuning.

First time achieving a driving texture comparable to sports coupes on pure electric compact cars. Through standard features such as rear-wheel drive independent suspension, G-TCS 2.0 anti-skid system, brushless steering, and G-CST 2.0 comfort braking, it solves pain points like cars drifting at high speeds, instability in corners, and braking head-nod, achieving both agility and stability, satisfying users' higher pursuit of driving fun.

Powertrain Advance — From "Anxiety" to "Calm", Building a Full-Domain Efficient Energy System

Core Upgrade: CATL Standard Across Series + 480km Range + 19-Minute Fast Charging

310 km upgraded to 410 km, 410 km upgraded to 480 km, the all-new Geely Star Wish achieves a range upgrade for the entire series. It directly addresses users' core anxieties about false range, slow charging, and battery degradation. Through top-tier supply chains (CATL), high-efficiency electric drive, and intelligent energy management (Xingrui AI), it achieves triple guarantees of "true" range, "fast" charging, and "economical" power consumption. This not only expands the daily usage radius but also makes weekend inter-city trips an easy option, redefining the boundaries of compact car mobility.

AI Cockpit Advance — From "Function" to "Partner", Creating a Warm AI Mobile Space

Core Upgrade: Galaxy Flyme Auto 2 Smart Cockpit System + Eva Large Model

The all-new Geely Star Wish fills the cockpit with warmth and wisdom, upgrading the intelligent experience from passive response to proactive service. A powerful hardware foundation ensures system smoothness, while the introduction of the AI large model equips the car system with understanding, memory, and generalization capabilities, becoming a "Smart Partner" that understands your needs. Combined with rich ecosystem applications and personalized scenarios, the smart cockpit evolves from an entertainment navigation tool into a "Third Living Space" covering all vehicle usage scenarios.

Assisted Driving Advance — From "Assistant" to "Guardian", Democratizing Premium Driving Experience

Core Upgrade: Qianli Haohan Assisted Driving H3 Solution

The all-new Geely Star Wish is equipped with the Qianli Haohan Assisted Driving H3 Solution, sharing the same origin as high-end models. The system has safely driven 1.38 billion kilometers, with the first user growth rate. Whether for easy cruising on long-distance highways or solving parking challenges in complex scenarios, the system provides substantive help, significantly reducing driving fatigue and operational thresholds. This is not only a configuration upgrade but also a comprehensive experience innovation that extends "Safety" and "Convenience" from driving scenarios to all scenarios.

All-Dimensional Safety Advance: From "Basic" to "Full-Domain", Establishing a New Standard for Compact Car Safety

Core Upgrade: Powertrain Safety + Active/Passive Safety

Safety is a gene carved into Geely's bones! Upholding the philosophy that "Compact Cars Need Big Safety", safety protection is cost-ignored. On the physical level, through innovative body structure design, it provides collision protection beyond its class; on the powertrain level, the all-new Geely Star Wish adopts industry-leading BDMU high-voltage device deep integration technology, combining the BMS battery management system and BDU high-voltage distribution unit into one, taking reliability to another level, while simultaneously raising verification standards to 2 times the national standard. After 1,000 cycles, battery capacity still maintains 90.72%, successfully challenging seawater corrosion, muddy water flushing, rough road scraping, extreme fire, and other six serial limit tests. On the system level, it inherits Geely's global safety standards, covering the four major dimensions of life, health, property, and privacy. This completely breaks the traditional market perception that compact car safety is weak, building a comprehensive "Safety Fortress" for users.

700,000 Users' Trust, From China Champion to Global Top Three

Since its launch in October 2024, Geely Star Wish cumulative deliveries have exceeded 700,000 units, equivalent to selling one per minute. It is not only the star model in the entire industry to achieve this goal the fastest, but also won the 2025 Chinese auto market sales champion. Entering 2026, Geely Star Wish continues to lead, firmly staying at the top. In the global new energy vehicle sales ranking for the first quarter of this year, Geely Star Wish ranked among the top three globally for the first time, achieving a new milestone for Chinese A0-level electric cars.

Geely Star Wish is not only a bestseller domestically but also widely praised in overseas markets, having entered over 30 countries and regions globally. In Brazil, sales exceeded 2,300 units within two months of launch; in Thailand Auto Show, weekly orders reached 3,300 units, winning double international awards of "Brazil Annual Best Compact Electric Vehicle" and "Indonesia Auto Show Most Loved Electric Vehicle". On streets worldwide, Geely Star Wish is becoming a new "Made in China" mobile business card.

Mobility Finance believes that Geely Star Wish's latest model change represents a precise "Value Dimension Upgrade" strategy. Through systematic advances in five dimensions, it successfully elevates the product positioning from "Economy Commuter Car" to "Premium Tech Cockpit". This not only enhances single-unit premium pricing capability and brand image, but more importantly, it redefines the overseas competition rules for Chinese cars — in future cross-border competition, the advantage of Chinese cars is not only price-performance ratio but also possessing competitive advantages in system capabilities such as architecture, powertrain, intelligence, and safety.

上汽一個「小目標」，中國汽車工業的一座里程碑

撰文｜大野

編輯｜路由社

5 月 28 日，上海北外灘世界會客廳，上汽集團（以下簡稱「上汽」）全球第一億位用戶交車儀式隆重舉行。上汽旗下 15 個整車品牌、19 款車型以「倒計時 + 接續交付」嘅獨特形式，喺全國多城、全球多地同步完成交付，由東方衛視全程面向全球直播。

上汽成為中國汽車工業史上首個達成 1 億輛產銷規模、同時實現第 1 億名用戶交付嘅汽車集團。此次，上汽喺業內亦採用咗「全球接力交付」嘅新形式同新玩法，並開創咗中國汽車品牌全新嘅敘事方式。

咁，上汽究竟為中國汽車工業發展史鑄就咗點樣嘅里程碑？呢個領跑行業嘅歷史成就，以及品牌敘事創新又代表住乜嘢？

要想準確解答呢啲問題，我哋必須回到上汽鑄就第 1 億輛里程碑嘅三個內生邏輯——即上汽喺用戶、品牌、技術上做到並做好嘅事情——上汽對用戶型企業、品牌與信任資產、技術與標準嘅持續煥新與重新定義，先至睇清上汽點解為中國汽車嘅未來發展道路，帶來咗邊啲新思路同新啟示。

一、始終站喺 C 位嘅用戶

整個直播過程無領導講話、無產品宣傳，亦都無產品數據展示，徹底告別咗以往業界常見嘅「企業秀」式嘅固有發布會模式，亦令「用戶」站喺交付活動嘅絕對 C 位。

呢種國內多地、海外多國用戶嘅全球接力、在線直播交付嘅嘗試同創新，至少有三個睇點。

首先，交付形式創新嘅本質，係用戶呢個主角嘅「回歸」。

同傳統企業發布會以領導講話、產品參數、亮點展示為核心唔同，呢次上汽將活動全部時間留畀「交付」呢個核心動作，讓用戶從「見證者」變為「主角」。

譬如，由基層奮鬥者到公益守護者，每一輛新車嘅交付背後，都係一個真實動人嘅故事：商用車嘅批量用戶，覆蓋物流、基建、公交、旅遊，每一台商用車都係奮鬥者嘅「創富工具」；連續五年為廣西大山留守兒童理髮、送陪伴嘅公益博主被別克至境 E7 嘅「滿分座艙」打動，等等。

呢啲「主角」哋嘅真實生活故事，令冰冷嘅工業機器同交付數字有咗獨家記憶同品牌溫度。讓用戶從「見證者」成為「主角」，交付嘅唔再只係一輛車，更係一段被尊重嘅人生故事。

其次，「去中心化」嘅全球接力交付，係用戶表達權嘅釋放。

上汽仲打破咗單一舞臺嘅時空限制，透過東方衛視全球直播，串連起唔同膚色、唔同語言、唔同車型嘅交付場景。喺同一個主題下，包括 15 個品牌嘅 19 款車型、從 6 萬級到 50 萬級嘅廣泛覆蓋、從商用到乘用完成馬拉松式嘅接力交付。呢種「去中心化」嘅流程設計，令每一個交付現場都成為平等、透明嘅品牌敘事節點，亦令每一位用戶成為一個品牌歷史同文化生動、鮮活嘅講述者。

再次，拓展「用戶」概念，從讀懂新生代到擁抱生態夥伴。

分別位喺上海安亭、英國倫敦交付現場嘅第 99,999,999 位車主楊晨同第 100,000,001 位車主實習醫生 Natalia，見證咗兩個深度本土化多年嘅國際品牌——大眾同 MG 對於新時代、新生代用戶個性化需求嘅深刻理解、洞察同響應能力。

當中，承前啟後嘅第 1 億位用戶——智己 LS9 Hyper 車主係 Momenta CEO 曹旭東，呢個精巧嘅安排同設計，深刻演繹咗一種美美與共、雙向奔赴嘅生態理念——喺智能電動時代，企業、用戶、合作夥伴已經唔再係傳統意義上嘅產業鏈供需關係，而係共生共長嘅價值共同體。

喺路由社睇嚟，呢次交付盛典嘅成功舉辦同形式創新，亦係對「2025 上汽之夜」上提出嘅「懂車更懂你」品牌與用戶理念嘅一次升維，亦係圍繞打造用戶型企業嘅一場自我進化同主動煥新。

緊扣「交付」呢個動作，以「用戶」為主角展開嘅活動，既係上汽從「製造企業」向「用戶型企業」深度轉型嘅生動注腳，亦向外界明確傳達出「一個訊號」——喺新時代，上汽具備重新定義並打造「用戶型企業」嘅底層認知同系統能力。

二、信任係最大嘅品牌資產

從「產品交付」到「用戶回歸」，從本質嚟講，呢個過程都係一次「信任嘅交付」。1 億輛唔只係產銷數字，更係一份持續累積嘅品牌信任資產。由此，上汽構建嘅亦唔止於製造體系嘅里程碑，更係一套品牌價值邏輯嘅升維——以用戶為中心，對品牌信任資產嘅一次梳理同煥新。

呢種大膽創新嘅魄力與主動升維嘅誠意，亦係上汽走向下一個 1 億輛嘅底氣同信心所在。呢個舉措，至少達咗兩個刷新行業認知嘅顯著效果。

其一，咁樣一場業界首創嘅「跨時空」嘅交付，需要企業具備全品牌矩陣、全品類產品、全球化佈局、全產業鏈體系等完整嘅能力，以上因素缺一不可。

由此，上汽具體展示咗調動「全品牌矩陣、全品類產品、全球化佈局、全產業鏈體系」嘅「全家桶」能力。同時，亦用行動向外界證明，截至今止，只有上汽具備「全球接力交付」嘅規模同實力。

其二，產品即歷史、用戶即歷史。透過全球直播嘅方式，將每一台車交付到每個用戶手中嘅過程，實際上，亦係透過每位用戶嘅具體故事同個體記憶，具體地向全球市場打開咗一部「微縮嘅中國汽車工業進化史」。

由此，實現咗品牌敘事嘅一次創新——從以往傳統企業活動中常見嘅單向度宣講模式，升級為一堂有關上汽乃至中國汽車工業史嘅「流動嘅公開課」。

換個角度睇，上汽 70 餘年發展史積累起來嘅早已唔止於 15 個品牌矩陣構築嘅品牌資產，更係企業「信任資產」嘅持續累積。於是，上汽亦成為中國品牌 2026 年集體出海到「價值鏈出海」嘅一個標竿、示範同樣本。

譬如，呢次交付盛典中，上汽旗下嘅自主同合資品牌集結、乘用商用並舉、本土同海外市場連麥，對外充分展現咗一份覆蓋年齡段最寬、客戶群最廣、市場最遼闊嘅品牌同企業「信任資產」。

呢份珍貴嘅信任資產，唔僅轉化為上汽喺國內銷量嘅遙遙領先，亦轉化為佢喺海外市场一騎絕塵嘅表現同敢為人先。

數據顯示，2026 年 1-4 月，上汽累計銷售 130.2 萬輛，連續四個月位居中國車企銷量冠軍。其中自主品牌銷量 91 萬輛，佔比近 70%；新能源車銷售 41.2 萬輛，穩居行業頭部；海外市場銷售 45.9 萬輛，同比大漲 50.2%。

作為中國車企走出去嘅腳步最早、步子最大嘅出海翹楚，上汽喺全球嘅影響力，當然唔止於屢屢刷新嘅銷量紀錄——遍布全球 170 餘個國家同地區嘅產品同服務，海外市場累計銷量突破 700 萬輛嘅規模，MG 連續 11 年蟬聯中國品牌歐洲銷冠、以及首個喺歐洲及英國累計銷量破百萬嘅中國汽車品牌，更係一場體系化嘅佈局——上汽喺海外建成超 100 個零部件生產基地、超 3000 個經銷商網絡，擁有倫敦等 3 大研發創新中心及泰國、印尼、印度、巴基斯坦 4 個生產製造中心，並組建咗中國第一、全球領先嘅整車物流自營船隊。

全球 1 億家庭嘅出行選擇，既見證咗中國汽車工業嘅成長、壯大，亦係上汽引領中國汽車面向全球化嘅輸出同拓展，呢份品牌同企業「信任」資產嘅有效建立同持續煥新，係上汽一手打造國民品牌、一手打造全球化品牌，兩者辯證發展、相輔相成嘅結果。

三、技術躍遷嘅親歷同推動者

正係擁有咗對 1 億 + 保有用戶進行大數據嘅需求挖掘同精準洞察，同同步建立喺覆蓋全國、全球、乃至全年齡段用戶嘅品牌「信任資產」，上汽嘅全產業鏈體系同全價值鏈閉環嘅底層能力，先至能夠持續推動每一代技術躍遷，並喺全品牌、全價格帶嘅快速量產同落地。

進一步講，每一個「懂你」初心嘅兌現時刻，亦正係上汽每一次「懂車」能力嘅持續進階同全面落地——與時俱進，持續煥新技術同產品定義嘅核心能力。

每一個歷史階段、每一次技術變革嘅窗口期，上汽都牢牢掌握住技術同產品嘅定義權。

從 1958 年上汽工人用榔頭敲出第一輛「鳳凰牌」轎車，實現上海轎車製造「零嘅突破」，到如今跨界開放合作生態，上汽同華為乾崑、Momenta、OPPO、豆包、地平線等中國科技公司協同共創，進行「軟件定義汽車」嘅探索同拓展，可以說，由一次次技術躍遷同量產落地串聯起嚟嘅上汽發展史，就係一部濃縮嘅中國汽車工業技術進步史。

今年，上汽喺國內外陸續發布、面世嘅新產品、新技術，尤其係喺呢次交付活動上亮相嘅多品牌、多品類、多元技術路徑嘅新產品，亦有最集中、最前沿嘅呈現。

譬如，同合資 1.0 階段以歐美技術、標準為參照系，彼時將全球車型引入國內市場嘅本地化、國產化嘅邏輯唔同，作為合資企業喺「合資 2.0」階段嘅最新成果，奧迪 E7X、別克至境世家等新車型，都係基於當前中國市場嘅本土供應鏈，同跨國合作夥伴涵蓋智能化、数字化、定制化嘅一種深度共創，成為中國汽車從「市場換技術」到「技術共創」嘅生動注腳。

譬如，2025 年，海外「Glocal 戰略」（全球 + 本土）發布，上汽全面推動從產品出口向全價值鏈輸出嘅一場戰略升級，讓「中國智造」快速走向全世界。

正係基於呢一戰略構想，2026 年 3 月，MG 喺德國法蘭克福全球首發 SolidCore 半固態電池同 Hybrid+ 混動技術並登陸歐洲市場。目前，搭載 Hybrid+ 混動技術嘅 MG 車型海外單月銷量突破 2 萬輛，成為海外市場「中國智造」嘅一張新名片。

譬如，作為呢次交付嘅第 1 億輛新車、亦係整個交付盛典嘅焦點，智己 LS9 Hyper 係上汽 70 餘年技術積澱嘅集大成者，同時，亦係「軟件定義汽車」時代的一款頂格科技新旗艦。

新車喺動力、底盤、智艙、智駕、安全等全維度，滿配行業最前沿嘅領先技術，包括恆星超級增程同全域 800V 高壓平台、靈蜥數字底盤 3.0 同三電機矢量四驅系統、全線控轉向技術、520 線超視域激光雷達同 Momenta R7 智駕大模型，以及聯合紫金山實驗室開發嘅「內生安全」技術，等等，成為中國車企從「跟跑」到「定義標準」嘅一個硬核注腳。

綜上可見，上汽喺智艙智駕、車身底盤、動力系統呢三個核心技術領域嘅三大「技術底座」——智慧腦、健壯身、強勁心，唔係停留喺實驗室入面嘅展品同樣品，亦唔係市場營銷同公關話術中嘅「期貨」，而係全品牌、全價格帶嘅批量量產落地。至此，上汽亦走出咗「以技術定義產品、以爆款驗證技術」嘅獨特發展路徑並領跑行業。

寫在最後

置身汽車行業「百年未有之變局」，2026 年係 AI Agent 上車嘅「元年」，亦係物理 AI 嘅爆發之年。此時，上汽迎來第一億位用戶交付嘅歷史性時刻，亦為中國汽車工業史鑄就咗首個「億級車企」嘅里程碑。

上汽喺用戶、信任同技術維度嘅每一次躍遷都在證明：邊個能始終站喺用戶立場思考同實踐，邊個能透過全產業鏈佈局累積信任資產，邊個能與時俱進擁抱新技術、定義新標準，邊個先至能站喺歷史潮頭，知來處，曉未來。

70 餘年來，上汽正係憑住這種海納百川嘅視野、胸襟同氣質，成為中國汽車工業嘅時代弄潮兒，並喺當下呢個全球汽車工業歷史嘅全新轉折點上，重塑緊中國汽車嘅全球新坐標。

-FIN-

Pengeluar Automotif Pertama Mencapai Seratus Juta Unit di China

Perjalanan 100 Juta Bersama, Kumpulan SAIC Menyambut Pengguna ke-100 Juta Pertama di Dunia

28 Mei 2026, upacara penyerahan kereta kepada "Pengguna ke-100 Juta Pertama di Dunia" Kumpulan SAIC diadakan di Lobi Dunia Shanghai North Bund. Lebih sepuluh jenama kenderaan keseluruhan di bawah SAIC, sembilan belas model kereta, dengan cara "serahan bersambung secara global", merentasi gunung dan laut, merentasi benua, menghubungkan global, Kumpulan SAIC menjadi kumpulan automotif China pertama yang mencapai kumulatif pengeluaran dan jualan melebihi 100 juta unit, meletakkan tonggak baharu untuk industri automotif China.

Dari "Phoenix" ke "IM Motors": 100 Juta Unit Menyaksikan Semangat dan Inti Tulus Industri Automotif China

1955, Syarikat Pembuatan Komponen Enjin Shanghai ditubuhkan, industri automotif Shanghai bermula. 1958, pekerja menggunakan mallet untuk memukul keluar kereta "Jenama Phoenix" pertama, mencapai "lompatan sifar" pembuatan kereta Shanghai.

Lebih 70 tahun, SAIC mengalami dan menggerakkan keseluruhan proses industri automotif China daripada tiada kepada ada, daripada lemah kepada kuat: Santana turun tali pada 1983, memulakan kerjasama kongsi; 1997 Shanghai General Motors ditubuhkan, menciptakan "Kelajuan Shanghai" membina kilang dan mengeluarkan kenderaan dalam 23 bulan; 2006 jenama bebas Roewe dilahirkan, 2016 melancarkan kereta internet pertama di dunia Roewe RX5; 2020 jenama kenderaan elektrik pintar tahap tinggi IM Motors ditubuhkan.

Yang melalui perjalanan ini adalah konsep pengguna "Memahami Kereta, Lebih Memahami Anda" yang dipegang SAIC. Memahami Kereta adalah pencarian muktamad teknologi teras; Memahami Anda adalah menjatuhkan setiap teknologi frontier dengan tepat ke pengalaman perjalanan indah yang boleh dirasai dan dinikmati pengguna. Dari komuniti tempatan Santana hingga kerjasama teknologi Kongsi 2.0, dari kereta internet hingga cawan penuh kawalan keseluruhan, bateri pepejal/separuh pepejal, model AI besar memasuki kenderaan — setiap lompatan adalah peningkatan kemampuan "Memahami Kereta", adalah kesinambungan intitu "Memahami Anda". 100 juta unit, juga merupakan penunaian terkumpul kepercayaan 100 juta pengguna.

Unit ke-100 Juta: IM LS9 Hyper, Mengumpulkan Teknologi 70 Tahun Lebih SAIC

Model penyerahan unit ke-100 Juta IM LS9 Hyper adalah karya terhebat yang mengumpulkan lebih 70 tahun pengalaman teknologi SAIC, memulakan zaman baharu "tiga komponen utama baharu" kenderaan baharu. Ia memasang teknologi cawan generasi berikutnya, pusingan empat roda kawalan keseluruhan pertama di kelasnya; perkeraian pemanduan pintar generasi seterusnya, Lidar super penglihatan 520 jalur + cip Thor NVIDIA, tiga kuasa elektrik generasi seterusnya — platform voltan tinggi 800V seluruh wilayah dan penambahan tenaga super bintang. Menyimpan semula semua keupayaan lebih yang diarahkan kepada evolusi berterusan pemanduan pintar tahap tinggi L3 dan ke atas. Pada masa yang sama, IM LS9 Hyper memasang motor tiga tiga SAIC Logo Emas Hurricane, dengan mudah menjadi ahli Kelab Prestasi 3 Saat; juga bersama Maktab Gunung Zijin, melancarkan global "keselamatan dalaman", mengembangkan sempadan keselamatan kenderaan dari "keselamatan fizikal" ke "keselamatan maklumat dan sistem", asas keselamatan wajib zaman AI.

Pengguna ke-100 Juta Cao Xudong CEO Momenta, adalah rakan strategik teras SAIC dalam bidang pemanduan pintar. Teknologi pemanduan pintar yang dicipta bersama kedua-dua pihak telah memberi kuasa kepada banyak jenama bebas dan kongsi. "Rakan menjadi pemilik", bukan hanya serahan memuaskan antara pengeluar dan pengguna, juga resonans mendalam antara rakan ekosistem kereta pintar.

Kekuatan Sistem: Serahan Bersambung Global Matriks Jenama Lengkap SAIC

Di sebalik 100 juta unit, adalah rangkai nilai lengkap tertutup yang merangkumi enam sektor SAIC: kenderaan keseluruhan, komponen, perpindahan dan perkhidmatan, kewangan, operasi antarabangsa, dan teknologi baharu. Januari-April 2026, jualan kumulatif SAIC 1.302 juta unit, empat bulan berturut-turut menduduki kejuaraan jualan automotif China. Di mana jualan jenama bebas 910,000 unit, perkongsian hampir 70%; jualan kenderaan baharu 412,000 unit; jualan pasaran luar negara 459,000 unit, naik tinggi 50.2% berbanding tahun lalu.

Semasa upacara penyerahan, matriks jenama lengkap, produk SAIC bekerja sama serentak. Jenama bebas menyerang semua garis: Shangjie Z7, Huajing S, Roewe M7, MG4 Versi Bateri Separuh Pepejal, Wuling Starlight 560, Maxus eDeliver5, Hongyan Kereta Berat, Yueda Danan T1, Sunwin Bas Elektrik, Iveco Juxing EV dll. serahkan, meliputi pelbagai situasi seperti perjalanan peribadi, kehidupan keluarga, operasi komersial, pengangkutan logistik. Jenama kongsi menampilkan hasil "Kongsi 2.0": Volkswagen ID. ERA 9X melancarkan global memasang model dunia pembelajaran pengukuhan Momenta R7, selepas sebulan dilancarkan serahan menembusi 7,000 unit; AUDI E7X merancang menjadi model pertama di dunia Audi mencapai penerapan pemanduan autonomi L3; Buick Zhijing E7 dibangunkan berdasarkan arkitektur gabungan super "Xiaoyao", selepas sebulan dilancarkan serahan memecah 10,000 unit.

Dari bidang utama Shanghai, gambar serahan menyambung menyala di banyak bandar domestik seperti Nanjing, Liuzhou, Taiyuan dan negara seperti United Kingdom, Indonesia, Singapura, mencipta cara naratif baharu bagi jenama automotif China. Di sebalik ini, adalah asas yang mendalam penempatan global SAIC. SAIC adalah pelopor "keluar ke luar" syarikat automotif China: mempunyai lebih 100 tapak pengeluaran komponen, lebih 3,000 rangkaian pengedaran, membina 3 pusat inovasi penyelidikan utama seperti London dan 4 pusat pengeluaran pembuatan Thailand, Indonesia, India, Pakistan; Antai Logistics mempunyai 42 kapal berbagai-bagai, 8 laluan antarabangsa meliputi Asia Tenggara, Eropah, Amerika. Kini, produk dan perkhidmatan SAIC merentasi lebih 170 negara dan wilayah, jualan luar negara kumulatif menembusi 7 juta unit. SAIC MG berjaya berturut-turut 11 tahun juara jualan jenama China di Eropah, jualan tahunan Eropah 2025 menembusi 300,000 unit, menjadi jenama China pertama yang累计销量 melebihi satu juta unit di Eropah dan UK. Mac tahun ini, MG menganjurkan Hari Teknologi di Frankfurt, Jerman, melancarkan global bateri separuh pepejal dan teknologi Hybrid+ hibrid, jualan keluarga Hybrid+ luar negara sebulan telah menembusi 20,000 unit. 2025, SAIC melancarkan strategi luar negara "Glocal" (Global + Tempatan), sedang mempercepat dari "ekspor produk" menuju "ekspor rantai nilai", menjadikan "Pembuatan China" lebih menjauhi dunia.

Dari "Memahami Kereta" ke "Lebih Memahami Anda": Upacara Serahan Megah di mana Pengguna Memegang Panggung Utama

Tujuan akhir "Memahami Kereta, Lebih Memahami Anda" adalah kehidupan perjalanan setiap pengguna sebenar. Luo Zhenyu pengasas Dedao APP sebagai Penyokong Pengalaman No. 001 Huajing S, dari ucapan akhir tahun memuji Huawei Qiankun Autonomous Driving ke memasuki kilang menyaksikan turun tali; bekas pemain bola Sepak Bola Jerman Yang Chen memilih ID.ERA 9X, kerana penambahan tenaga emas dan pandangan jangka panjang bertepatan; Cao Kailiang keluarga memesan kereta, kemudian idol Jay Chou menjadi wakil keluarga Buick MPV; blogger amal Liu Jia secara berterusan selama lima tahun memotong rambut dan memberi teman kepada kanak-kanak tertinggal di wilayah pegunungan Guangxi, Buick memberi bantuan segera, dia tergerak oleh "Kabin Penuh Skor" Zhijing E7. Dari blogger media sasar ke ketua kampung, dari penjaga amal ke syarikat logistik — setiap pengguna adalah cerminan kehidupan sebenar, ini adalah penafsiran paling hidup "Memahami Kereta, Lebih Memahami Anda".

100 juta unit adalah jawapan fasa lebih 70 tahun perkembangan SAIC, juga garis permulaan baharu "usahawan kedua" SAIC menghadap masa depan Pintar-Elektrik. 2014, SAIC melaksanakan "membangun kenderaan baharu adalah laluan wajib negara kita daripada negara besar automotif menuju negara kuat automotif" arahan penting, pertama melakukan transformasi menyeluruh. Dua belas tahun kemudian, dari "satu kuda memimpin" transformasi pintar-elektrik, ke kerjasama bebas, kenderaan penumpang/perniagaan, dalam dan luar negara "ribuan kuda berlari", SAIC akan sentiasa menggunakan konsep pengguna "Memahami Kereta, Lebih Memahami Anda", menjadikan inovasi teknologi benar-benar membenefit setiap pengguna.

Dari 1955 ke 2026, dari pengguna pertama kepada pengguna ke-100 juta, dari penerokaan permulaan kepada kepimpinan industri — SAIC akan terus bersama pengguna global, rakan global Perjalanan 100 Juta Bersama, mewujudkan masa depan perjalanan indah bersama.