Pada malam 11 Jun, Zhongce Rubber (603049.SH), syarikat teraju industri tayar China, telah secara rasmi mengisytiharkan pengumuman pelaksanaan pembahagian hak tahunan 2025, menawarkan lebih daripada 1.25 bilion Yuan hadiah tunai besar kepada semua pemegang saham. Syarikat akan menggunakan jumlah modal berkanun 874,485,598 saham sebagai asas, membayar dividen tunai 1.43 Yuan per saham (termasuk cukai), jumlah keseluruhan yang dibayar mencapai 1,250,514,405.14 Yuan, memberikan semula kepada pelabur dengan wang sebenar, menunjukkan kemampuan keuntungan yang kuat dan tekad kukuh untuk berkongsi hasil pembangunan.

Masa penting pembahagian dividen ini adalah jelas, hari pendaftaran saham ditetapkan pada 17 Jun, pelabur yang memegang selepas penutupan pasaran pada hari itu akan mempunyai hak dividen; pada 18 Jun, pengesahan ex-rights (dividen) dan pengedaran dividen tunai akan diselesaikan secara serentak. Dari segi peraturan pemotongan cukai, syarikat melaksanakan dasar pembezaan dengan ketat, menggalakkan pelaburan nilai jangka panjang: individu dan dana pelaburan sekuriti yang memegang saham melebihi 1 tahun dibebaskan dari cukai pendapatan individu; pelabur QFII dan Saham melalui Penghubung Shanghai selepas pemotongan cukai 10%, menerima bersih 1.287 Yuan per saham.

Punca kepercayaan untuk pembahagian dividen besar ini berasal dari tenaga dinamik yang kuat pembangunan berkualiti tinggi Zhongce Rubber. Sebagai raksasa tayar dengan pendapatan tahunan melebihi 44.9 bilion Yuan, syarikat memiliki jenama terkenal seperti Chaoyang dan Weishi di bawah naungannya, baru-baru ini berjaya memasuki rantaian bekalan sokongan model kenderaan tenaga baru M6 Wenjie, terus memperluaskan peta pasaran.

Dalam beberapa tahun kebelakangan ini, Zhongce Rubber mempercepatkan pemacu dua roda digitalisasi pintar dan globalisasi, membina enjin pertumbuhan masa depan. Dari sudut pembuatan pintar, syarikat bekerjasama dengan Huawei membina projek kilang cahaya penuh F5G-A, berjaya menerima anugerah "pemimpin" kecekapan tenaga peringkat kebangsaan, memimpin transformasi pembuatan pintar industri; dari sudut kapasiti pengeluaran, pelan luar negara hasil buahnya melimpah, tapak Thailand dan Indonesia meningkatkan pengeluaran dengan stabil, pelaburan 1.041 bilion Yuan tapak Vietnam terus maju lancar, tapak Mexico yang dicadangkan untuk dilabur 500 juta USD juga sedang dibina.

Dengan menggunakan dividen yang berlimpah untuk memberi balas kepada pemegang saham, dan dengan inovasi pembuatan pintar serta pelan globalisasi memimpin masa depan. Zhongce Rubber sedang dengan prestasi operasi yang kukuh dan pengembangan pasaran yang aktif, menunjukkan tanggungjawab dan komitmen pemimpin industri, terus mencipta nilai jangka panjang untuk pelabur, mencapai "akselerasi" pembangunan berkualiti tinggi pada litar perlumbaan global.

【Pengantar: Selepas bertahun-tahun iterasi teknologi, ujian dasar dan penghalusan pasaran, industri Robotaxi global secara beransur-ansur meninggalkan fasa awal penerokaan ujian, secara rasmi memasuki tempoh tingkap kritikal pelaksanaan komersial dan pengembangan berskala. Di bawah gema majmuk dasar, kos dan teknologi, pasaran dalam dan luar negara menunjukkan corak perkembangan berbeza, logik operasi jangka pendek industri dan trend perubahan industri jangka sederhana hingga panjang menjadi semakin jelas.】

Penulis: Zhang Dachuan

Baru-baru ini, Zeekr membuat model kenderaan pemanduan automatik tahap L4 asal Ojai khas untuk Waymo, secara rasmi mulai operasi pengangkutan penumpang di San Francisco. Di bawah latar belakang Amerika Syarikat secara berterusan melaksanakan sekatan terhadap industri kenderaan elektrik China, pelaksanaan kali ini boleh dianggap sebagai pencapaian bersejarah, juga bermakna pengilang kenderaan China sudah mempunyai suara yang sangat penting di laluan Robotaxi global.

△ Zeekr membuat model kenderaan pemanduan automatik tahap L4 asal Ojai khas untuk Waymo pada operasi pengangkutan penumpang secara rasmi di San Francisco

Memandang大势 industri, sistem perundangan pemanduan automatik global mempercepat完善, kos keseluruhan kenderaan dan pengimbasan perkakasan terus turun, Tahun 2026 menjadi Robotaxi dari operasi demonstrasi bertukar ke pelaksanaan komersial berskala tahun kritikal. Banyak tanda menunjukkan industri sudah meninggalkan keadaan operasi ujian kerugian jangka panjang, secara rasmi memasuki fasa pembangunan baharu yang berjalan selari pelaksanaan komersial dan pengembangan global.

Pelaksanaan komersial Robotaxi dalam negeri mempercepat

Tahun 2026, sistem pembangunan perundangan berkaitan Robotaxi dalam negeri memasuki rel laju. Kementerian Perindustrian dan Teknologi Maklumat mengeluarkan draf standard nasional wajib pemanduan automatik tahap L4, merangkui keseluruhan kenderaan komputing kuasa, peranti pengimbasan, sistem berlebihan indikator teras, jelas standard kemasukan model pengeluaran massal. Kementerian Keselamatan Awam serentak mengeluarkan norma jalan raya pemanduan automatik, dokumen ini pada Julai akan dilaksanakan secara rasmi, menyeragamkan peraturan masuk jalan, penentuan tanggungjawab kemalangan dan keperluan pengurusan trafik bagi kenderaan tahap L3, L4. Saat ini negara seluruh sudah 26 bandar terbuka no pengawal Robotaxi komersial收费运营资质，setiap tempat juga keluar dasar khusus membantu pembangunan industri. Di mana Shenzhen teraju keluar dasar tempoh pengangkutan berjenama pintar, melaksanakan ketat dasar pengurusan data peranti tempoh自动驾驶.

Bawah sokongan bonus dasar, industri menyambut titik persimpangan komersial berskala, keluar teknologi perniagaan dan pengilang kenderaan keseluruhan bergerak serentak, membentuk keadaan pembangunan pelaksanaan massal dan operasi pengembangan dua hala.

△ Robotaxi model asli pertama dalam negeri mengikut standard pemanduan automatik tahap L4 dibina prototype car – XPeng GX sudah keluar massal

Di luar Zeekr untuk Waymo khusus penyelenggaraan L4 model Ojai, pemain teratas dalam negeri lain juga gerakan kerap. Baidu Apollo Go operasi peta sudah diperluaskan ke 22 bandar, bilangan pesanan harian kekal stabil pertumbuhan; Pony.ai terima Shenzhen seluruh kawasan komersial operasi资质，teraju di Guangzhou, Shenzhen capai keuntungan per kenderaan, dan bersama Toyota推进定制款 Robotaxi量产落地。Kumpulan pengilang kenderaan juga mempercepat布局：domestik pertama mengikut standard pemanduan automatik tahap L4 dibina dan capai pemasangan awal massal Robotaxi prototype car – XPeng GX sudah massal; Geely bergantung bawah Caocao Mobility, di Hangzhou meletakkan no stereng khas Robotaxi开展示范运营。Selain itu, WeRide terus mendalami banyak bandar komersial projek, banyak laluan normalisasi penumpang; Didi自动驾驶 juga di banyak tempat memperluas no pasukan skala, terus mengasah operasi perkhidmatan kemampuan, industri keseluruhan komersial pelaksanaan ritma keseluruhan mempercepat.

△ Pony.ai teraju di Guangzhou, Shenzhen capai keuntungan per kenderaan

Pelbagai negara secara beransur完善 perundangan sistem untuk Robotaxi menjaga

Dalam negeri Robotaxi pasaran pembangunan seperti api, Tahun 2026 juga menjadi luar negara banyak negara pemanduan automatik perundangan落地的重要节点。Di Amerika, contoh,《2026自动驾驶法案》masuk ke peringkat perundingan, secara besar-besaran melonggarkan no stereng khas Robotaxi massal豁免限制。Sebelum ini Amerika setiap negeri peraturan pengawasan berselerak tidak seragam, sedangkan undang-undang ini federal akan彻底扫清障碍，bantu pemanduan automatik kenderaan rentas negeri komersial投放。Eropah Union di bawah《Artificial Intelligence Act》dan pemanduan automatik豁免规则基础上，secara beransur terbuka Eropah inti bandar kawasan L4 pemanduan automatik komersial Operasi权限，United Kingdom, Jerman, Perancis yang utama Eropah negara juga beransur-ansur menyempitkan tanggungjawab kemalangan hak dan kewajipan条款。Jepun, Korea Selatan, Emiriah Arab Bersatu negara juga secara berterusan完善准入规范，划定商业化示范运营区域，berjuang di无人驾驶赛道保持竞争力。

Dasar落地同时，globalk pengilang kenderaan dan teknologi perusahaan juga mempercepat布局，penuh upaya.

Waymo memasang Zeekr纯电专属底盘，di Amerika Syarikat kilang capai Generasi keenam pemanduan automatik sistem量产装配，keseluruhan pembuatan kos secara ketara menurunkan。Model ini tinggalkan stereng dan pedal struktur，adalah benar-benar tanpa pengawal kenderaan。Waymoancang dari San Francisco bermula, secara beransur meliputi Amerika Syarikat banyak bandar, tahun dalam sprint jumlah beribu ribu capacity目标，同时推进 London, Tokyo yang luar bandar落地运营。

Sebagai Waymo di Amerika Utara inti pesaing，Tesla juga menambah berat upaya，sudah di pusat headquarters Austin推出 no pengawal Robotaxi服务，dan plan tahun dalam diperluaskan ke Dallas, Houston yang Texas bandar。Bergantung pure visual技术路线，Tesla Robotaxi model —— Cybercab具备明显的成本优势；叠加现阶段暂无新车型发布背景，enterprise将重心全面押注于自动驾驶出行业务。After重组Cruise重新取得加州道路测试牌照，稳步重启示范运营。Uber则持续扩充自动驾驶车队，目前已北美，中东多地上线Robotaxi约车服务，加速从传统网约车平台向自动驾驶出行聚合平台转型。

Amerika Syarikat Robotaxi pasaran juga muncul serba indah的局面

Di luar itu，Hyundai bersama Motional di Seoul开启自动驾驶付费试点；Nissan bersama Uber, United Kingdom team配合 Waymo推进东京无人出租车落地；Banyak perusahaan China自动驾驶也完成新加坡，韩国的商业化筹备，luar pasar keseluruhan正从道路测试迈入常态化收费运营阶段。China自动驾驶企业全球化布局同样亮点纷呈。Europe pasar aspek，WeRide于6月3日 di Sepanyol Madrid上线当地首个商业化 Robotaxi服务，ini adalah global落地第12 bandar；Pony.ai bersama Uber di Croatia Zagreb落地运营，打造欧洲首个全域收费 Robotaxi项目。Middle East Dubai凭借宽松的产业政策，集中落地 Baidu, WeRide, Pony.ai全无人运营项目，逐步构建起区域性自动驾驶产业枢纽。

△ Jepun Korea Selatan kenderaan raksasa juga secara berterusan推进 Robotaxi商业化落地

Robotaxi masa depan boleh diharapkan

Data预测，2035年全球 Robotaxi市场规模或将突破4000 亿美元，国内市场规模也将迈入千亿量级，行业发展前景广阔。

Dasar层面，未来3 至 8 年，全球自动驾驶法规将完成从试点细则到统一立法的过渡。国内将陆续出台全国统一的 L4级自动驾驶车辆准入，事故责任判定，数据安全管理相关法规，逐步开放高速，跨城路段的全无人运营权限。欧美，日韩等海外市场也将持续松绑管控，破除全无人自动驾驶商业化落地的法律阻碍。各国监管方在严守安全底线的前提下放宽政策，既能提升本土车企的全球竞争力，也为行业长期发展夯实制度基础。

Kos端同样迎来利好。伴随车载大模型，国产激光雷达，线控底盘实现规模化量产，Robotaxi硬件成本不断下行。目前零跑 A10 售价低至 8.68 万元，已是标配激光雷达的车型；预计 2027 年前后，国内具备 Robotaxi 能力的主流车型造价将下探至 15—20 万元。与此同时，Robotaxi 单公里运营成本优于传统网约车，行业即将迎来规模化盈利节点。随着运营版图持续扩张，规模效应将进一步凸显。而车辆保有量提升积累的海量路测数据，还会持续优化自动驾驶系统应对复杂路况的能力，让车辆事故率显著低于人工驾驶，大众接受度也将稳步提升。

△随着技术进步以及规模扩大，Robotaxi 硬件成本不断下行

对车企而言，未来B端出行服务与C端零售将成为两条独立赛道，Robotaxi 已成出行领域明确的发展方向。产业链各方将加速深度协作，整车企业、算法厂商、出行平台与零部件供应商携手构建垂直整合的产业联盟。现阶段依托出行业务获取增量订单的车企，若未能及时完成业务布局与资源整合，后续或将面临B端订单萎缩的问题。此外，国内车企与自动驾驶企业的出海节奏也将持续加快。技术授权+本地车队合作，会成为海外市场快速拓量的主流模式。在此过程中，核心知识产权与数据安全保护、适配海外各地自动驾驶法规，与探索可持续盈利模式同等关键。

△Robotaxi 成为出行领域明确的发展方向之一

点评

总体来看，Robotaxi已完成技术验证，政策完善、成本下探、需求落地三大核心驱动全面成熟。全球赛道格局清晰：国内依托分层监管体系与完整产业链，实现商业化落地与出海双向突破；欧美通过立法松绑本土产业，同时以严苛的数据合规壁垒限制外来入局者。短期行业将聚焦核心城市精细化运营，打磨稳定盈利模式；中长期随着 L4 原生自动驾驶车型规模化落地，Robotaxi 将深度融入城市公共出行，重塑传统网约车、出租车的行业格局。

（本文系《Hé Yan Review Car》原创，未经授权，不得转载）

出招即露怯，美國用盡手段打壓中國新能源汽車。

呢波新能源汽車對決，邊個真正崩潰？

這是一場唔可以「卡頸」嘅戰爭，更加係一次注定失敗嘅圍堵！

中國新能源汽車產業到底有多強？強到世界冠軍都崩潰咗……強到美國已經開始用限制華為等中國科技公司的伎倆，來圍堵中國新能源汽車。

可問題係，將兩間非常有代表性嘅中國新能源汽車上市公司放喺中國軍事企業清單（CMC 清單）上面，就可以阻擋中國新能源汽車行遍全球嗎？

《汽車 K 線》認為，呢個係徒勞嘅！從原材料到整車，一整條產業鏈，美方幾乎無處可卡。

01

2026 年 6 月 8 日（美東時間），美國國防部發佈《關於指定中國軍工企業嘅通知》。根據該通知，美國國防部已經將中國兩間最具代表性嘅新能源上市車企——比亞迪同蔚來，列入中國軍事企業清單。

原來兩間中國汽車上市公司竟然咁正？能被美軍方看上。

隨後，比亞迪同蔚來接連發佈公告，大概都表示佢哋唔係中國軍工企業，都唔係中國國防工業嘅軍民融合企業，並認為將公司列入該清單並無正當理由。

另一方面，美國防部呢份中國軍事企業清單並非制裁清單，被列入該清單唔會影響兩家公司正常開展業務，唔會影響佢哋與任何人（美國國防部除外）進行業務往來；與該清單相關嘅美國政府採購限制唔會影響業務，且中國軍事企業清單並未限制進行證券交易。

透過比亞迪同蔚來嘅公告表述唔難發現，今次美方限制與打擊華為有本質唔同。佢唔係技術層面卡頸，而係變成市場層面築高牆。

更早之前，美國就已經將中國新能源汽車關稅提高到超過 100%……

02

過去，美國打壓我哋嘅華為，係喺中國技術相對薄弱、依賴外部供應鏈嘅半導體領域進行手術式嘅精準打擊，但華為忍辱負重，突破了技術封鎖。

而如今嘅中國新能源汽車產業，我哋早已掌握從鋰礦、電池、電機到整車製造嘅全產業鏈優勢，美國實質上並無「頸」可卡。

換句話說，對方係喺防守，係強弱之勢易位後嘅攻守之爭。喺國內，我哋早已將新能源汽車產業做成萬億級產業，市場已經突破 1000 萬輛規模。

因此，今次中國軍事企業清單，更似係一種政治姿態同貿易壁壘，只不過手段實在差啲意思。

其核心目的無非係限制市場准入，直接禁止其核心防務採購，同時形成強烈嘅政治暗示，引導美國盟友同伙伴國將中國企業排除喺外。

03

與此同時，《汽車 K 線》認為，美方可能都有意圖遏制資本輸血，把列入清單嘅企業塑造成「有風險」嘅投資標的，增加其喺全球嘅融資成本。

比亞迪曾被美國投資者睇中，而蔚來更係中國新勢力赴美上市首股。呢兩間公司都喺電動車領域有非常強嘅示範效應。

更心機深重嘅係，美國妄圖定義競爭規則，將新能源汽車產業「泛安全化」，試圖喺全球輿論中將中國嘅產業優勢，塑造成「受中國政府控制嘅、唔安全嘅、軍事化嘅」威脅，從而掌握規則定義權。

04

《汽車 K 線》認為，美方嘅算盤打得好響，但直接影響有限，比亞迪同蔚來對美國整車出口本就很細，此禁令象徵意義大於實際貿易打擊。

只不過，資本層面存在短期陣痛，可能會引發部分被動外資嘅避險式減持，短期影響股價。但行業基本面由技術同市場驅動，長期睇得到修復。

6 月 10 日，資本市場嘅反應，遠比企業真實經營嘅反應劇烈得多。

對蔚來而言，痛感可能會更明顯。整體來睇，蔚來仍處於虧損期，高度依賴資本市場融資來支持研發同換電網絡建設；如果融資成本上升、渠道收窄，會直接影響現金流。

相反，對比亞迪，更似被蚊子叮咗一口，其主業根基極深，擁有強大嘅自由現金流同垂直產業鏈製造能力，外部資本市場嘅短期波動，傷唔到筋骨。

對呢兩間上市公司而言，雖然股價短期會因被動基金流出、對沖基金做空而過度下跌，但只要佢哋嘅車仲喺热卖，毛利率、現金流等核心指標依然堅挺，呢種下跌遲早會引來價值投資者抄底。

05

全球市場嘅分化風險，可能係中國新能源汽車產業即將面臨嘅最大威脅。

《汽車 K 線》認為，喺美方壓力下，全球市場可能一分為二。一個係以美國為核心嘅信任市場，另一個係以中國為核心嘅價值市場。這可能迫使企業做出非此即彼嘅選擇。

這會進一步成為中國汽車高端化嘅潛在阻礙，透過進入歐美高端市場、建立豪華品牌形象嘅道路會更曲折。

只係今時不同往日，中國汽車走出去已經係歷史大勢，唔可阻擋。尤其係最近兩年，中國汽車正從產品出海轉向深度嘅產業出海同生態出海。

如比亞迪喺匈牙利、泰國、巴西嘅工廠，就係與當地利益深度綁定，形成不可逆嘅合作格局。喺目標市場建立深度合作嘅合資工廠，打造當地品牌，成為當地納稅大戶與就業創造者。

唔只係咁，中國上市車企要喺全球推動中國主導嘅超充標準、換電標準、車機互聯標準，讓更多國家產業鏈圍繞中國標準運轉，從源頭鎖定格局。

當然，既然對方可能動用資源牌，我哋就要喺鋰、鈷、鎳等上游資源布局上，以及鋰電池回收技術上，建立壓倒性優勢。讓任何想建立替代產業鏈嘅嘗試，都面臨難以逾越嘅成本鴻溝。

呢一點，喺稀土領域我哋已經做到咗。更唔好忘咗，特斯拉仲喺中國。

AutosKline 觀點：

我國新能源汽車嘅產業優勢係體系性嘅，唔係一個清單能輕易摧毀嘅。真正需要警惕嘅，唔係美國唔買我哋嘅車，而係佢拉住盟友建立一套將我哋排除喺外嘅新規則。

當務之急，我哋要用更深入嘅全球化來瓦解孤立我哋嘅企圖。

當中國技術、標準、工廠同利益與全球生態緊密融合埋一齊嗰時，單方面嘅打壓就難以真正奏效。

文字為【汽車 K 線】原創，內容參考素材源自上市公司公告同行業公開信息（相關公司同機構應有義務對真確性負責）；部分圖片來源於網絡，版權歸原作者所有。

本號文章，未經授權，不得轉載，違者必究。同時，文章內容唔構成對任何人嘅投資建議！股市風險大，投資需謹慎！

On June 9, BYD held the 2025 Annual Shareholders' Meeting. Chairman and President Wang Chuanfu's speech also coveredshort-term performance, technical R&D, intelligent driving, overseas strategy, and long-term goalsand many other aspects.

I. Regarding Short-term Performance and Policy Impact

"During the first quarter of this year, new energy vehicles experienced their darkest moment."

Starting from January 2026, the purchase tax policy for new energy vehicles was halved, leading to front-loaded demand at the end of last year, causing a significant drop in the retail penetration rate of new energy passenger cars. Since BYD only produces new energy vehicles, it was inevitably affected.

"The worst is over."

With the release of the 2nd Gen Blade Battery and Flash Charging technology in March, BYD orders began to recover. Sales in May started to turn positive, and operating cash flow is expected to gradually recover to a good level by the end of the year.

"This year's sales depend on battery capacity."

The 2nd Gen Blade Battery capacity is still insufficient and is currently ramping up by an increase of 20,000 to 30,000 units per month. After our capacity ramps up next year, we believe we will focus on both the domestic and international markets.

II. Regarding Long-term Goals: Achieving Global No. 1 in Five Years

"Five years later, in terms of scale, BYD will be able to become the true global No. 1."

In the next three to five years, BYD will continue to maintain sustained growth. Relying on the 2nd Gen Blade Battery, Flash Charging technology, and new technologies to be launched in the coming years, the domestic and foreign markets are expected to achieve dual-wheel drive, forming a virtuous interaction, and taking Chinese technology to the global stage.

III. Regarding Technical Philosophy and Flash Charging Openness

"The automotive industry was once filled with various flashy trends, but actually, cars are transportation tools involving safety."

Less trickery, less flashiness. Return to the basics, perfect technology and products, to gain recognition from mid-to-high-end consumers.

"BYD will not 'hoard' the Flash Charging technology."

BYD Logo will not be displayed on charging piles; the Flash Charging ecosystem will serve all car brands and all consumers. Good technology should serve not only BYD but also the entire industry. The cooperation with Sinopec will greatly promote the expansion of Flash Charging technology.

IV. Regarding Intelligence and L3 Preparation

"Vehicle intelligence is Embodied AI."

BYD already has 3.15 million intelligent driving vehicles deployed globally, generating over 200 million kilometers of intelligent driving related driving data daily. The scale of intelligent driving R&D engineers exceeds 5,000. Cumulative future investment will exceed 100 billion.

"L3 and L4 in the future will definitely land earlier."

BYD has already made sufficient preparations in chips (the 4nm intelligent driving chip Xuanji A3 was just released recently), algorithms, data, and ecosystems, including training centers in Europe, South America, Southeast Asia, the Middle East, etc. Once regulations come into effect, BYD will launch a full series of products meeting L3 requirements.

V. Regarding Globalization and Overseas Markets

"The overseas sales target of 1.5 million vehicles set for 2026 at the beginning of the year is now expected to be surpassed."

Chinese car companies represented by BYD have already surpassed many local peers in product competitiveness, price, experience, and technology.

"Localization must be done well in overseas markets."

BYD has built a production base mainly in Brazil in South America. The Hungary factory in Europe is about to start production, and the Thailand factory in Southeast Asia has already started production. Exports should not only grow but also maintain localized services to achieve win-win and co-development with local partners.

VI. Regarding Engineer Culture and Corporate Values

"BYD has 120,000 engineers; this is the company's true wealth."

The engineer culture has successors, so no need to worry. I spend half of my week participating in technical meetings and communicating with engineers. "Swimming in the ocean of technology" is what interests me most.

二零二六年五月二十八日，上汽集團「全球第一億位用戶交車儀式」喺上海北外灘世界會客室舉行。上汽旗下十餘個整車品牌、十九款車型，以「全球接力交付」嘅方式，橫渡山海、跨越洲際、聯動全球，上汽集團由此成為首個累計產銷量突破一億輛嘅中國汽車集團，為中國汽車行業鑄就新嘅里程碑。

一九五五年，上海內燃機配件製造公司成立，上海汽車工業由此起步。一九五八年，工人們用榔頭敲出第一輛「鳳凰牌」轎車，實現上海轎車製造「零嘅突破」。七十餘年來，上汽親歷並推動咗中國汽車工業從無到有、從弱到強嘅全過程：一九八三年桑塔納下線，開啟合資合作；一九九七年上海通用成立，創造 23 個月建廠出車嘅「上海速度」；二零零六年自主品牌榮威誕生出，二零一六年推出全球首款網際汽車榮威 RX5；二零二零年高端智能電動品牌智己汽車成立。

貫穿呢一征程嘅，係上汽始終秉持嘅「懂車更懂你」用戶理念。從桑塔納國產化共同體到合資 2.0 技術共創，從網際汽車到全線控底盤、固態/半固態電池、AI 大模型上車——每一次跨越，都係「懂車」能力嘅進階，都係「懂你」初心嘅一脈相承。一億輛，更加係一億份用戶信賴嘅集中兌現。

第一億輛交付車型智己 LS9 Hyper 係上汽七十餘年技術積澱嘅集大成之作，開啟咗新能源車「新三大件」嘅嶄新時代。佢搭載咗下一代底盤技術，同級首發嘅全線控四輪轉向；下一代智駕硬體，520 線超視域激光雷達 + 英偉達 Thor 晶片，下一代三電——全域 800V 高壓平台與恆星超級增程。全面預埋咗面向 L3 及以上高階智駕持續進化嘅冗餘能力。

同時，智己 LS9 Hyper 首搭上汽金標颶風三電機，從容躋身性能 3 秒俱樂部；更聯合紫金實驗室，全球首發「內生安全」技術，將汽車安全邊界從「物理安全」拓展至「資訊與系統安全」，係 AI 時代嘅必備安全基石。

一億輛嘅背後，係上汽涵蓋整車、零部件、移動出行同服務、金融、國際經營、創新科技六大板塊嘅全價值鏈閉環。二零二六年 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；海外市場銷售 45.9 萬輛，同比大漲 50.2%。

交付儀式現場，上汽全品牌、全產品矩陣協同發力。自主品牌全線出擊：尚界 Z7、華境 S、榮威 M7、MG4 半固態電池版、五菱星光 560、大通 eDeliver5、紅岩重卡、躍進大拿 T1、申沃純電客車、依維柯聚星 EV 等相繼交付，覆蓋個人出行、家庭生活、商用運營、物流運輸等多元場景。

合資品牌集中亮出「合資 2.0」成果：大眾 ID. ERA 9X 將全球首發搭載 Momenta R7 強化學習世界模型，上市一個月交付突破 7000 臺；AUDI E7X 計劃成為奧迪全球首款實現 L3 級自動駕駛落地嘅車型；別克至境 E7 基於「逍遙」超級融合架構打造，上市一個月交付破 1 萬台。

從上海主會場出發，交付畫面喺南京、柳州、太原等國內多城及英國、印尼、新加坡等國家接續點亮，開創咗中國汽車品牌嘅全新敘事方式。

呢背後，係上汽全球化佈局嘅深厚根基。上汽係中國汽車企業「走出去」嘅先行者：喺海外擁有超 100 個零部件生產基地、超 3000 個經銷商網絡，建成倫敦等 3 大研發創新中心同泰國、印尼、印度、巴基斯坦 4 個生產製造中心；安吉物流擁有各類滾裝船 42 艘，8 條國際航線覆蓋東南亞、歐洲、美洲。

如今，上汽產品同服務遍佈 170 多個國家同地區，海外累計銷量突破 700 萬輛。二零二五年，上汽發佈海外「Glocal 戰略」（全球 + 本土），正加速由「產品出海」邁向「價值鏈出海」，令「中國智造」進一步走向世界。

「懂車更懂你」嘅最終落腳點，係每一個真實用戶嘅出行生活。得到 APP 創始人羅振宇作為華境 S 第 001 號體驗官，從跨年演講盛讚華為乾崑智駕到走進工廠見證下線；前留德國腳楊晨選擇 ID.ERA 9X，因其黃金增程與長期主義不謀而合；曹開亮全家訂車後，偶像周杰倫恰好成為別克 MPV 家族代言人；公益博主劉佳連續五年為廣西山區留守兒童理髮、送陪伴，別克第一時間援助，佢被至境 E7「滿分座艙」打動。從自媒體博主到村支書，從公益守護者到物流企業——每一位用戶都係真實生活嘅縮影，正係呢「懂車更懂你」最生動嘅詮釋。

一億輛係上汽七十餘年發展嘅階段性答卷，更加係上汽面向智電未來「二次創業」嘅全新起跑線。二零一四年，上汽積極落實「發展新能源車係我國從汽車大國邁向汽車強國嘅必由之路」嘅重要指示，率先全面轉型。十二年後，從智電轉型嘅「一馬當先」，到自主合資、乘用商用、海內海外嘅「萬馬奔騰」，上汽將不斷以「懂車更懂你」為用戶理念，令科技創新真正惠及每一位用戶。

從 1955 到 2026，從第一個用戶到第一億個用戶，從初創探索到行業引領——上汽將繼續同全球用戶、全球夥伴億路同行，共創美好出行新未來。

2025 年財報數據揭曉，中國輪胎行業交出里程碑式成績單：中策橡膠以 449.56 億元營業額斷層領先，賽輪集團、玲瓏輪胎分別以 367.92 億元、246.42 億元緊隨其後，浦林成山、雙錢、貴州輪胎等集體跨過百億門檻。僅上述頭部企業合計營業額逼近 1800 億元。二十年前百億還是天花板，如今百億軍團強勢崛起，標誌著行業加速從“小散亂”走向“大而強”，全球賽道上從“跟跑者”蛻變為“並跑者”。

技術突圍：從手工作坊到子午線革命

中國輪胎的起點並不光鮮。1958 年，杭州海潮橡膠廠最初只造膠鞋；1976 年，三角輪胎前身威海輪胎廠艱難起步。真正的轉折在八九十年代，浦林成山、中策、三角相繼建成子午線輪胎生產線，讓中國輪胎首次站上與外資同維的技術起跑線。進入 21 世紀，賽輪等民間力量嶄露頭角，為“液體黃金”破局埋下伏筆。從膠鞋到子午胎，中國輪胎用六十多年完成技術三級跳。

全球落子：從產品出海到產能出海

技術突破讓企業“站起來”，全球化佈局則讓大家都“走出去”。2012 年，賽輪赴越南建廠成為出海先行者；玲瓏同年落子泰國，並首創“東南亞 - 歐洲 - 南美”全球三角佈局；雙星則控股韓國錦湖，迅速拿到國際高端市場入場券。如今海外產能已成增長極，玲瓏海外銷售收入佔比近半，中策加速多國基地協同。從產品出海到產能出海，中國輪胎正重構全球供應鏈。

價值躍升：打響高端化與智造戰

長期以來，“中國製造”在輪胎業等同於低端廉價。如今，中策“朝陽 1 號”打破外資高端壟斷；玲瓏進入大眾、奧迪、寶馬等名錄，全球十大車企八家選擇玲瓏，新能源配套銷量蟬聯第一。智造領域，貴州輪胎 2025 年入圍“燈塔工廠”，生產效率提升 68%，質量缺陷減少 57%，證明中國輪胎不僅能造得好，還能造得聰明。

百億之後：三大賽道決定新格局

百億是分水嶺，但對比米其林、普利司通常年超 2000 億元營業額，中國輪胎仍有追趕空間。未來競爭將圍繞三條主線：一是全球化再升級，海外建廠成“必答題”，供應鏈韌性決定份額；二是高端化持續突圍，借力新能源優勢在 EV 領域換道超車；三是智造全面滲透，實現質量與定制能力進化。

百億只是新起點，百億之後還有千億。方向已明，道路已開，中國輪胎重塑世界格局的新時代才剛剛開始。

6 月 6 日，212 越野車環塔收官慶典喺青島舉行。著名體育賽事主持人韓喬生、職業賽車手韓魏、212 越野車廠家隊車手、用戶隊車手以及技術後勤團隊等環塔親歷者齊聚一堂，共同回顧咗 212 越野車車隊喺本屆環塔拉力賽中嘅極限征程。

喺剛剛落幕嘅 2026 中國環塔國際拉力賽中，212 越野車車隊以接近原廠狀態嘅量產車出戰，喺總里程 7500 公里嘅極限征程中，完成「2.0T 對陣 3.0T」嘅越級挑戰，接連喺 SS10-SS13 賽段斬獲「兩冠一亞」嘅佳績，最終成為 T2.1 量產組廠家隊唯一 100% 完賽嘅品牌，且榮獲該組別廠家隊亞軍。

本次嘅參賽車輛 T01 無重度賽事改裝，其搭載環塔同款動力總成——2.0T 發動機與采埃孚 8AT 變速箱，經過賽事全程檢驗，低扭爆發強勁，喺戈壁爬坡、滿載拖拽時媲美大排量車型；配合博格華納大分動器，高低速切換迅捷，喺 4L 模式下可將扭矩放大 2.64 倍，實現扭矩按需分配，確保長途穿越動力輸出穩定且唔易故障。車身結構方面，T01 採用非承載式車身搭配前後整體橋，喺越野顛簸路面與炮彈坑中行駛車身不變形，重載翻越時抗扭性拉滿；底盤基於環塔極限路況進行專項優化調教，原廠出廠即可從容適配各種複雜路況，且全車車身採用鍍鋅板，無懼戈壁碎石刮蹭，唔易銹蝕。此外，T01 仲強化咗乘員艙嘅頂部承載力，性能提升 16%，配合籠式乘員艙設計、540°全景影像、行車紀錄儀以及緊急呼叫救援等功能，為乘員人身安全提供咗全方位嘅守護。

為咗讓更多用戶切身感受環塔賽事嘅魅力，212 宣布環塔改裝套件即將登陸官方商城。套件涵蓋底盤護甲、防脫輪轂、越野輪胎及脫困救援裝備等，旨在為用戶嘅愛車賦予更強大嘅越野實力。從極限賽場嘅嚴苛驗證，到用戶生態嘅持續深耕，212 正倚靠賽事、產品與用戶嘅深度互動，幫助普通人實現越野夢。212 越野車營銷公司總經理何兆鵬表示：「212 要將越野文化普及，讓更多人心中嗰顆關於遠方同夢想嘅種子，有機會生根發芽。」

關於未來嘅賽事計劃，212 亦都表示，達喀爾拉力賽、馬來西亞沙巴國際雨林賽、阿拉善 T3 挑戰賽及 2027 環塔拉力賽等一系列國內外頂級賽事均在規劃之中，212 將持續以賽促研。同時，212 正式啟動 2027 環塔用戶車手招募計劃，並將攜手韓魏成立冠軍越野培訓學院，為用戶提供系統化嘅賽前指導同參賽機遇。通過賽事打磨產品、倚靠培訓賦能用戶，212 正一步步落地全民越野嘅願景，讓每一部 212 都承載起屬於用戶嘅環塔夢。

2026 年 5 月 28 日，上汽集團喺上海北外灘世界會客廳舉辦“全球第一億位用戶交車儀式”，正式成為首個累計產銷量突破一億輛嘅中國汽車集團，為中國汽車行業樹立新嘅里程碑。

從 1958 年工人們用榔頭敲出第一輛“鳳凰牌”轎車，到如今旗下十幾個品牌、產品遍佈 170 餘個國家同地區，上汽親歷並推動咗中國汽車工業從弱到強嘅全過程。貫穿呢一征程嘅係“懂車更懂你”嘅用戶理念——既追求核心技術極致，更讓前沿科技落地為可感知嘅美好出行體驗。 

一億輛背後，係上汽涵蓋整車、零部件、移動出行、金融、國際經營、創新科技六大板塊嘅全價值鏈閉環。2026 年 1 至 4 月，上汽累計銷售 130.2 萬輛，連續四個月位居中國车企銷量冠軍，其中自主品牌佔比近 70%，新能源車銷售 41.2 萬輛，海外市場銷售 45.9 萬輛，同比增長 50.2%。

交付儀式上，自主品牌同合資品牌協同發力：尚界 Z7、榮威 M7、MG4 半固態電池版、五菱星光 560 等涵蓋個人出行、商用運營等多元場景；大眾 ID. ERA 9X 上市一個月交付突破 7000 輛，別克至境 E7 交付破萬輛。交付畫面從上海延伸至南京、柳州及英國、印尼等國家，展現全球化佈局實力。喺海外擁有超 3000 個經銷商網絡、4 個生產製造中心，安吉物流營運 42 艘滾裝船，8 條國際航線。上汽 MG 連續 11 年蟬聯中國品牌歐洲銷冠，2025 年歐洲年銷突破 30 萬輛。2025 年發布嘅海外“Glocal 戰略”正加速由“產品出海”邁向“價值鏈出海”。

從羅振宇作為華境 S 體驗官、前國腳楊晨選擇 ID. ERA 9X，到公益博主、物流企業主等真實用戶故事，詮釋咗“懂車更懂你”嘅溫度。   一億輛係上汽七十餘年嘅階段性答卷，更係面向智電未來“二次創業”嘅新起點。上汽將繼續同全球用戶、夥伴億路同行，共創美好出行新未來。

Written by Zhao Yun

There were no long speeches from leaders, no dazzling solo dance of concept cars, nor any deliberately emotional brand promotion.

This doesn't even look like a traditional new car delivery press conference.

On May 28, 2026, at the Shanghai North Bund World Reception Hall. Dragon TV cameras started here, spanning the Asian and European continents, connecting Nanjing, Yangzhou, Liuzhou, and Taiyuan, crossing the English Channel to reach London, and crossing the Malacca Strait to illuminate Indonesia and Singapore — SAIC Group used a true "Global Relay Delivery" to complete a narrative never before seen in the history of China's automotive industry: delivering 100 million pieces of trust under the gaze of global audiences, achieving a continuous relay.

One hundred million, at this moment, is not a cold sales figure. One hundred million is the "moving and vivid history co-creation lesson" written by SAIC Group over seventy-one years together with 100 million vibrant car owners and tens of millions of Chinese families, and 100 million stories of human life's warmth.

And the first page of this lesson begins with two ordinary people.

01

Lantian and London: 2 out of 100 Million Human Realities

Lantian, Shaanxi, tricycle of Village Secretary Pang Fuqiang

Lantian County, Xi'an City, 64-year-old Village Secretary Pang Fuqiang was once a chef. Starting from August 2025, he launched a "loss-making business": making lunch for 74 left-behind elderly people in the village every day, charging only 2 yuan per meal. For elderly people with difficulty in movement, he delivered food to their homes.

The food delivery routes are scattered on mountain village roads, running 8 or 9 kilometers every day. Pang Fuqiang used a tricycle with a small load capacity. One trip wasn't enough, running two trips took too long. In winter, cold wind poured into his neck, and in summer, the car seat became too hot to sit on after sun exposure. More critically, the tricycle lacked safety protection. On rainy days when roads were slippery, he fell.

In February 2026, CCTV News broadcast his story. Xinhua News Agency and China Youth Daily reported subsequently. Someone asked him, "Secretary Pang, what are you aiming for?"

He said, "I aim for these 74 elderly people to have a hot meal."

SAIC-GM-Wuling saw this news. Without hesitation, the enterprise decided to gift Pang Fuqiang a Wuling vehicle — not charity, but tribute. Under the framework of the "Strivers Special Plan", Wuling, relying on the "SAIC-GM-Wuling Benevolence Fund" that has been operating continuously for 19 years, invested 15 million yuan in funds and vehicles to provide the village secretary who runs for 74 elderly people every day with safer and more efficient tools.

"What the tricycle can't carry is the hot meals for all the elderly in the village. Wuling helps you carry it."

This is not an advertising slogan. This is a response from a Chinese automotive enterprise to a Chinese grassroots striver.

The camera cut from the remote Lantian mountain village to London, the world financial center.

26-year-old intern doctor Natalia stood at the MG London Delivery Center, receiving the keys to the MG4 EV Urban. Her eyes were a little moist.

Her grandfather once owned a classic MG B. That was her childhood memory: her grandfather drove her for a ride, she sat in the passenger seat, small hands touching the dashboard, fantasizing one day she could also drive it.

Her grandfather passed away many years ago. But what the MG B left behind was not just a car, but a spirit — every generation of MG owners has a beam of unextinguished glory in their hearts.

Now, Natalia has become a young generation MG owner. The MG4 EV Urban she chose is an urban commuting tool for the pure electric era: WLTP range 416 km, 28 minutes fast charging, 577L trunk space. But to her, this is not just a commuting tool.

"What my grandfather passed down to me is not just the love for MG, but also that spirit of courage to explore and embrace innovation."

Two generations, two cars, the same brand. From London to Shanghai, from fuel to electric, the MG spirit is inherited in the family bloodline and continues in the hearts of a million global owners.

One is a village secretary delivering food to left-behind elderly people in a Chinese mountain village; the other is an intern doctor in a British city inheriting his grandfather's feelings. They did not know each other, but because of the same SAIC Group, on this day of May 28, 2026, they were written into the same history.

They are the most ordinary "one in 100 million" among SAIC's 100 million car owners.

If Pang Fuqiang and Natalia's stories represent the "warmth" and "heritage" of 100 million vehicles, then the next car owner represents the "height" and "future" of 100 million vehicles.

The 100 Millionth User: Partner & Owner, Shouldering Towards the Future

Cao Xudong, Momenta CEO, leading figure in the field of intelligent driving in China.

At the delivery ceremony, he received the keys to the IM LS9 Hyper from the Chairman of SAIC Group. This car is the culmination of 71 years of SAIC's technical accumulation: full electronic four-wheel steering, 520-line super vision LiDAR, NVIDIA Thor chip, full-domain 800V high-voltage platform, Star Super Range Extender... and the "endogenous security" technology jointly launched globally with Purple Mountain Laboratories, expanding car safety from "physical security" to "information and system security."

Cao Xudong is not an ordinary car owner. IM Motors and Momenta have been "founding lighthouse partners" from the very beginning of the brand's birth. The teams of both sides, back-to-back and heart-to-heart, jointly polished the driver assistance solutions for all IM Motors series models.

"Partner becomes Owner", this is a rare deep resonance in the history of the automotive industry.

At the delivery scene, Cao Xudong said the following words:

"I chose the IM LS9 Hyper because I have full confidence in its driver assistance and intelligent level. I will personally drive this car and use it for L3 autonomous driving verification testing. I want to ensure that what is delivered to users is the most mature and reliable system."

He called this car "a bright pearl of the Chinese automotive industry" and announced: Momenta L3 autonomous driving capability will be launched first on SAIC.

This is not a simple delivery. This is a technology partner binding their name deeply with the product; this is a strategic partner endorsing the technology with their daily commuting.

And Cao Xudong's identity also makes us unable to help thinking: what does it mean to have 100 million car owners?

02

If 100 Million Car Owners Are Compared to a Country

Before the press conference, SAIC Group made a short film named "Memory". Below the short film, there were countless online users leaving chain messages: "one in 100 million". Obviously, behind every account is a car owner whose heart is throbbing at this moment.

Let us conduct a hypothetical experiment.

If we look at SAIC Group's 100 million car owners as a country, what would be the ranking of its population scale in the world?

Only 14 countries in the world have a population exceeding 100 million. SAIC's "Car Owner Country" will be ranked 15th, on the same level as Egypt, Vietnam, Germany, Iran, and other countries.

100 million vehicles is not just a business achievement, but also an economic miracle.

In the history of the global automotive industry, how many enterprises have accumulated production and sales exceeding 100 million vehicles?

Toyota, Volkswagen, Ford, GM, Nissan, Honda, Hyundai... and now SAIC Group.

SAIC is the only member of the 100 million vehicle club from China.

What does this mean?

It means that for every 100 vehicles sold globally, a considerable proportion comes from Chinese brands; it means that China's automotive industry went from "bringing in" to "going out" and took 70 years to finally stand at the center of the world stage; it means that the steering wheels in the hands of that 100 million car owners hold not only their own commuting but also the dignity of Made in China, Smart Made in China, and Created in China.

And turning our eyes back to this year, SAIC's market performance is equally solid. In the past May, SAIC Group's complete vehicle sales were 349,000 units. From January to May, cumulative sales reached 1.651 million units, continuing to lead the Chinese automotive industry. The proportion of independent brands broke through 70% for the first time. New energy vehicles surged 46.5%, and the overseas market surged 45.9%. The historical mark of 100 million vehicles, combined with the current sales leadership, jointly constitutes SAIC's complete narrative from past to present.

03

Global Relay: SAIC's Control Capability

Why did SAIC do this delivery ceremony?

Because it requires four "wholes":

Full Brand Matrix: Roewe, MG, IM, Shangjie, Wuling, Maxus, Hongyan, Yuejin, Sunwin, Iveco... Independent brands launched the entire line; Volkswagen, Audi, Buick, Cadillac... Joint venture brands showcased their strength. From A0-segment commuter cars to 500,000-level luxury flagship models, from sedans, SUVs to MPVs, pickups, from passenger vehicles to commercial vehicles, from city logistics to infrastructure transport — covering all scenarios.

Full Product Categories: Shangjie Z7, Hua Jing S, Roewe M7, MG4 Semi-Solid State Battery Version, Wuling Starlight 560, Maxus eDeliver5, Hongyan Heavy Truck, Yuejin Danaka T1, Sunwin Pure Electric Bus, Iveco Polaris EV... Every vehicle aims at different users, different scenarios, and different lives.

Global Layout: Overseas has over 100 parts production bases, over 3,000 dealer networks, 3 major R&D innovation centers including London, 4 production centers in Thailand, Indonesia, India, and Pakistan. ANG Logistics owns 42 various roll-on roll-off ships, 8 international routes covering Southeast Asia, Europe, and the Americas. Products and services spread over more than 170 countries and regions. Overseas cumulative sales broke through 7 million vehicles.

Full Industry Chain System: Covering six major sectors including complete vehicles, parts, mobility and services, finance, international business, and innovation technology. Close synergy, mutual empowerment, integrated development, forming a full value chain closed loop.

This "Global Relay" is the concentrated appearance of SAIC's system competitiveness.

Starting from Shanghai, Nanjing, Yangzhou, Liuzhou, Taiyuan... UK, Indonesia, Singapore... Car owners of different time zones, different languages, and different cultures completed the delivery relay at the same moment because of the same brand.

And supporting this grand narrative are individual vibrant users, as well as scale and systems.

04

The Essence of Delivery is the Start of a Relationship

In the traditional sense, car delivery is the end of a transaction — money on one hand, car on the other, contract fulfilled. But SAIC's global relay turned delivery into the starting point of a relationship.

Pang Fuqiang's Wuling Rongguang is not the end, but the new starting point of him delivering 74 hot meals every day; Natalia's MG4 EV is not the end, but the emotional sequel of her and her grandfather across space and time; Cao Xudong's IM LS9 Hyper is not the end, but the starting line for Level 3 autonomous driving landing in China. Each relay baton is opening a new narrative.

100 million vehicles are 100 million relationships unfolding. SAIC redefined "delivery" with this ceremony: it is not just about handing over the car key to end, but taking over the user's trust and continuing to walk forward. This explains better than any number why a car company can survive for more than 70 years and still make people expect its next 100 million.

05

Behind 100 Million Vehicles: 100 Million Vibrant Beating Hearts

SAIC Group's "Knows cars better, understands you better" has never been a slogan.

It is embodied in Pang Fuqiang's Wuling vehicle — "The hot meals the tricycle can't carry, Wuling helps you carry."

It is embodied in Natalia's MG4 EV — "Grandfather's MG B is my childhood memory, my MG4 is the starting point of the future."

It is embodied in Cao Xudong's IM LS9 Hyper — "I will personally test Level 3 autonomous driving to ensure the system delivered to users is the most reliable."

It is also reflected in the stories of more car owners:

Dedao App founder Luo Zhenyu, as the Hua Jing S 001st tester, went from praising Huawei Qiankun Intelligent Driving in the New Year's Eve speech to visiting the factory to witness the lineup. He said: "Hua Jing S is not just a car, it is the crystallization of Chinese technology co-creation."

Former German League footballer Yang Chen, chose ID.ERA 9X, because "Premium Range Extender and long-termism are in line." He said: "When playing football, be steady; when driving, be steady too. This car is steady."

Public Welfare Blogger Liu Jia, for five consecutive years, cuts hair and sends companionship to left-behind children in Guangxi mountainous areas. Buick provided immediate aid, and he was moved by Zhijing E7's "Full Score Cabin". He said: "I guard the children's smiles, Buick guards my commute."

After Cao Kailiang's family ordered cars, idol Jay Chou happened to become the spokesperson for the Buick MPV family. He said: "This is not a coincidence, this is fate."

And there is DHL, Jiading Public Transport, Henglongsheng Industry and Trade, Di Shangtie, Henan Zhonglian Tourism... Every commercial vehicle is a "wealth creation tool" for strivers.

A car owner from Henan Zhonglian Tourism said on site: "We run on the road every day, the car is our rice bowl. SAIC Maxus has never let us down. 100 million vehicles, we are also among them — glorious."

A driver from Jiading Public Transport, after receiving the keys to the Sunwin Pure Electric City Bus, only said one sentence: "This car is quiet, starts steadily, passengers sit comfortably. We drivers also feel dignified."

And the deeper meaning lies in: these 100 million car owners are not cold statistical figures. They are Pang Fuqiang, Natalia, Cao Xudong, Luo Zhenyu, Yang Chen, Liu Jia, Cao Kailiang, DHL drivers, Jiading Public Transport drivers, Henan Zhonglian Tourism leaders, you, me, every person striving forward in life.

SAIC, knows cars better, understands you better, now has a more concrete meaning at this moment.

06

100 Million is a Starting Point, Not an End Point

At the end of the ceremony, Dragon TV cameras swept across the global delivery sites again.

Shanghai main venue, IM LS9 Hyper drove out slowly; London streets, MG4 EV Urban穿梭ed along the banks of the Thames; Jakarta, Indonesia, Wuling new energy vehicles delivered to local families; Changi, Singapore, SAIC Maxus drove into the urban expressway...

From 1955 to 2026, from the first user to the 100 millionth user, from startup exploration to industry leadership.

In 2014, SAIC actively implemented the important directive "Developing new energy vehicles is the only path for China to move from a car powerhouse to a car superpower", taking the lead in comprehensive transformation. Twelve years later, the 12 zodiac signs completed a full cycle. SAIC, with 12 years of persistence, completed a historic leap from "leading the pack" to "ten thousand horses galloping".

100 million vehicles are the stage report of SAIC's 71-year development, and more, a new starting line facing the future of smart and electric transformation.

100 million vehicles, 100 million simple wishes. Some aim for a hot meal, some aim for family heritage, some aim for a technical dream.

100 million is a number. 100 million vibrant beating hearts are where the hearts of the people lie.

SAIC Group, Traveling the Billion Mile Journey Together.

May 28, Shanghai North Bund World Reception Hall, SAIC Motor handed over the key to the 100 millionth new vehicle to the user. This is China's largest automotive group, becoming the first enterprise in the history of China's automotive industry to accumulate production and sales exceeding 100 million units.

From the first Phoenix sedan being hand-beaten into shape in a lane factory in 1958, to a new vehicle rolling off the production line on average every ten-plus seconds today, SAIC spent 68 years completing this long road from zero to 100 million.

Industrial changes behind a number

100 million vehicles, accounting for about 22% of the cumulative production since the establishment of China's automotive industry (about 450 million units). This means that for every four and a half cars driven on Chinese roads, one bears SAIC's mark.

The growth trajectory of this enterprise highly overlaps with several key leaps in China's automotive industry: In the 1980s, SAIC took the lead in a joint venture with Volkswagen, establishing a modern production system in China's nearly blank sedan industry; In the 1990s, SAIC-GM was established, simultaneously building the localized R&D center PanAsia, changing the joint venture enterprises' old playbook of "producing only without R&D"; After the 2000s, independent brands Roewe and Maxus were launched successively, beginning to catch up on this mandatory course of independent R&D.

In 2014, SAIC took the lead in proposing a comprehensive transition to new energy, at that time China's new energy vehicle annual sales were only 75,000 units. Twelve years later, new energy has become the core track of this old car enterprise.

How were 100 million vehicles achieved?

Relying solely on car sales cannot reach 100 million units. SAIC's footprint is very broad -- passenger vehicles, commercial vehicles, parts, finance, mobility, basically doing all the business possible on the automotive supply chain. 15 brands under its umbrella, from Wuling Hongguang to IM Motors, from MG to Audi, covering the price range from 30,000 to over a million.

More worth mentioning is the overseas market. When exporting passenger vehicles for the first time in 2001, SAIC might not have thought that more than twenty years later, this enterprise would become the vanguard of Chinese cars going global. Nowadays, SAIC products are sold in over 170 countries and regions, with cumulative overseas deliveries exceeding 7 million units, having built manufacturing bases in Thailand, Indonesia, India, Pakistan, and also formed its own car transport fleet.

In 2025, SAIC released the overseas "Glocal Strategy" -- a combination tactic of Global plus Local. Semi-solid-state batteries, intelligent driving systems, overseas Internet of Vehicles, these technologies are gradually being installed in overseas new vehicles.

Not the end point, but another starting point

This number of 100 million vehicles, placed in the sequence of global automotive giants, is not rare. Toyota and Volkswagen's cumulative production has long exceeded 200 million or even 300 million units. For China's automotive industry, its significance lies more in a signal: this market has already cultivated enterprises capable of large-scale, multi-brand, whole-industry-chain operation.

Internally, SAIC calls this 100 million units the "starting line of a second entrepreneurship". This sounds like a slogan, but looking at actual actions, the direction is clear -- shifting from selling scale to competing on technology, from selling products to providing user services.

That Phoenix sedan in 1958 was manually hammered for three months. Nowadays, SAIC's daily off-line volume exceeds 3,000 units. But as SAIC insiders put it, technology and output change, whether the phrase "Understand cars, understand you better" can be achieved is the upcoming exam question.

China's automotive industry's first 100 million vehicle club member has officially joined the list. When will the next 100 million come? How will it come? That will be another story.

The "7+5" global strategy Linglong Tire (601966.SH) once highly anticipated is facing a complete stall. In May 2026, within a mere 5 days, Linglong Tire successively announced the termination of two new projects, Tongchuan, Shaanxi and Brazil. Coupled with the suspension of the Anhui project, the company's expansion faces heavy obstacles. Linglong Tire pledged: by 2030, achieve a production and sales volume of 160 million tires, with sales revenue exceeding 80 billion yuan, aiming for a production capacity scale among the top five in the world. It seems now that these goals for Linglong Tire are far off.

Striving for production and sales volume to reach 160 million tires

On April 28, in its released 2025 Annual Report, Linglong Tire stated, "We will continue to firmly promote the '7+5' global strategic layout, relying on international production bases, partner with global partners, commit to upgrading product quality, lean supply chain management, and breakthroughs in technical innovation, jointly promoting the coordinated development of the industrial chain, and actively building an open, diverse, and inclusive cooperation ecosystem."

For over 6 years, Linglong Tire's "7+5" global strategy has undergone "upgrades," but now it seems it might face "bankruptcy."

In March 2020, Linglong Tire released the Outline of Mid-to-Long-Term Development Strategic Plan (2020-2030). The outline clearly pointed out that with the continuous expansion of Linglong Tire's business and the company's scale, the company's previous "5+3" development strategy could no longer meet the company's development needs. To promote localization of manufacturing, sales, and services, get closer to users and the market, segment the market, and increase market share, implement "6+6" development strategy, that is: six domestic production bases, six overseas production bases, breaking through 160 million units of tire production capacity by 2030.

At that time, Linglong Tire already owned four production bases in Zhaoyuan, Dezhou, Liuzhou, and Jingmen domestically.

In June 2021, Linglong Tire changed the original "6+6" strategy to "7+5" strategy, with the Tongchuan, Shaanxi base project approval.

On December 14, 2021, Linglong Tire's fifth base in China and seventh globally—Jilin Linglong Tire Co., Ltd. Phase I all-steel first tire off-line ceremony was held in Changchun.

At the same time, Linglong Tire's two major planned domestic production bases are in Tongchuan and Hefei. Moreover, Linglong Tire already owns two overseas bases in Thailand and Serbia, and is planning and constructing a third overseas factory in Brazil.

The overall goal of the "7+5" strategy has not changed, that is, planning to reach a production and sales volume of 160 million tires by 2030, with sales revenue exceeding 80 billion yuan, and a production capacity scale aiming for the top five in the world.

Tongchuan Project Terminated

However, more than four years have passed, and Linglong Tire's "7+5" strategy not only did not advance further, but it is possible to "bankrupt."

In June 2021, an announcement by Linglong Tire showed that the Tongchuan project with an annual production capacity of 15.2 million sets of high-performance radial tires and 500,000 sets of retreaded tires had a total investment of 6.066 billion yuan.

Among them: construction investment 5.46 billion yuan, construction period interest 517 million yuan, working capital 88.6929 million yuan. Regarding funding raising, the company self-raised 2.466 billion yuan, bank loans 3.6 billion yuan.

However, in mid-2025, Linglong Tire introduced that the Shaanxi Tongchuan investment construction project had completed preliminary approval work, land tendering and auction, and factory design work. Currently, the project has not officially started due to the external "seven connections and one leveling" work not meeting engineering construction requirements.

On the night of May 22, 2026, Linglong Tire received a warning letter showing that in October 2025, the Tongchuan investment project underwent significant changes, and the company failed to disclose in time, violating relevant provisions of the Administrative Measures for Information Disclosure by Listed Companies.

The regulatory department stated that Wang Feng, as Chairman of Linglong Tire and General Manager at the time, and Sun Songtao, as Board Secretary, bore major responsibility for the company's above behavior.

According to relevant regulations, it was decided to take administrative regulatory measures of issuing warning letters against Wang Feng and Sun Songtao, and record them into the Securities and Futures Market Integrity Database.

Linglong Tire stated that for the above issues, the company has taken relevant measures to rectify, and held a Board meeting on May 11, 2026, to review and approve the "Proposal on Terminating the Investment Project in Tongchuan City, Shaanxi Province", which still needs to be submitted to the company's Shareholders' Meeting for deliberation.

Linglong Tire stated that due to the slow progress of preliminary project preparation work and supporting measures failing to land as scheduled, there exists significant uncertainty in the institutional guarantee and expected returns for project implementation.

To optimize resource allocation, after thorough demonstration and prudent analysis by the company, it was decided not to proceed with the above foreign investment project.

Brazil Project Terminated

Only 5 days later, problems arose with Linglong Tire's newly built overseas project.

On the night of May 27, an announcement by Linglong Tire showed that due to the failure to reach an agreement on core terms such as shareholding ratio and cooperation terms with the proposed partner, the Brazil investment construction project no longer has the conditions to advance on schedule.

After comprehensive evaluation, the company decided to terminate the above foreign investment project. Currently, both parties have reached a consensus on termination of cooperation matters, and will proceed with termination work according to their respective internal procedures after completion of relevant deliberations.

Linglong Tire stated that the termination of this investment matter was a prudent decision made by the company based on changes in the market environment, company strategic adjustment, and actual operating situation. The project has not entered into substantial construction investment and will not adversely affect the company's business development and daily operations.

On May 15, 2025, Linglong Tire held the 2024 Annual Shareholders' Meeting, passing the "Proposal on Carrying Out Overseas (Brazil) Investment Construction Project and Cumulative Foreign Investment". The company planned to jointly invest and construct an overseas (Brazil) investment construction project with SUNSET S.A. COMERCIAL INDUSTRIAL Y DE SERVICIOS ("14.7 million sets of various high-performance radial tires per year" and "35MW photovoltaic power station"). The total project investment was 1.193 billion USD (equivalent to 8.71 billion yuan).

A detail worth noting is that at that time, Linglong Tire introduced that according to the construction content, scale, and actual situation of the construction subject of this project, the planned construction period was expected to be 7 years, carried out in three phases, planned to start in the third quarter of 2025, and end for use by the end of December 2032.

Obviously, the Brazil construction project did not start in the third quarter of 2025, but Linglong Tire did not disclose the progress of this project.

The company only stated in the 2025 Annual Report that the Brazil investment construction project is currently in the planning and design phase, while carrying out business negotiations with partners on matters such as shareholding ratio, and has not entered the substantial construction investment phase.

Did Linglong Tire also violate regulations when disclosing the Brazil construction project? A relevant person in a listed company's Board Secretary's Office stated that Linglong Tire didn't tell lies, but told too little and too vaguely, letting investors look at a full year's annual report without knowing the project had "actually failed."

"This is not sustainable at the information disclosure compliance level." Overall, Linglong Tire's two domestic and foreign major projects totaling a proposed investment of 14.776 billion yuan have both ended in failure, and the company's "7+5" strategy is effectively defunct.

Revenue Growth Slowing

Not only were the above two projects, Linglong Tire's project in Anhui also did not go smoothly.

In May 2026, Linglong Tire also announced that the company's project with an annual production capacity of 14.6 million sets of ultra-high-performance self-healing and smart radial tires in Anhui Province was terminated due to insufficient energy consumption indicators, and transferred to build two new projects in Lu'an High-tech Industrial Development Zone, Anhui. Currently, about 140 million yuan has been invested, but only the living area and part of production supporting facilities have been completed, the main workshop is still in the planning and design phase, and the project construction cycle cannot be executed as originally planned.

When new construction projects do not meet expectations, Linglong Tire's 2030 visionary goals seem unlikely to be realized.

In 2023, Linglong Tire's operating revenue increased by 18.58% year-on-year, breaking through 20 billion yuan for the first time to reach 20.162 billion yuan. In 2024 and 2025, the company's operating revenue was 22.058 billion yuan and 24.642 billion yuan respectively, increasing 9.39% and 11.72% year-on-year respectively.

From 24.642 billion yuan growing to 80 billion yuan, Linglong Tire's operating revenue needs to grow by an average of 11.1 billion yuan per year in the next 5 years. Without new capacity release, the company cannot reach this goal.

In Q1 2026, Linglong Tire's operating revenue reached 6.057 billion yuan, increasing 6.33% year-on-year, entering a slow revenue growth period.

In 2025, Linglong Tire's tire product production volume reached 94.2981 million units, sales volume reached 91.3468 million units, inventory volume reached 16.4931 million units.

As of the end of 2025, Linglong Tire's design capacity reached 126 million units, achieved production capacity reached 114 million units, capacity utilization rate was 82.43%.

Obviously, Linglong Tire's production and sales volume reaching 160 million units still has a considerable distance. Under the continuous "blows," Linglong Tire's stock price has continued to probe downward, currently oscillating around 12 yuan per share.

For this reason, on May 21, Linglong Tire announced that the company's controlling shareholder intends to increase holdings in the company's shares, with the increase amount not less than 180 million yuan (inclusive), and not more than 230 million yuan (inclusive).

长安启源全新Q05和零跑A10这类车型存在的意义，在我看来，其实就是让预算有限的家庭也可以享受到科技带来的乐趣。就目前来看7万多的预算你就可以买到它们的中配版本，长安启源全新Q05 2026款405 Max、零跑A10 2026款505悦享版，目前这两个配置的终端价格都是7万多，实际落地价也是相差无几。到底选谁更好？这个问题肯定还需要深入比较才能得出答案。

 几万块买到纯电车，踏实可靠我认为是第一要素，就像买油车需要入手发动机、变速箱可靠的选项一样，电车肯定也要选大厂的电池，那这两款SUV谁符合呢？

（长安启源全新Q05）

（零跑A10）

长安启源全新Q05这边是全系标配了宁德时代电芯+金钟罩2.0 3C快充电池，妥妥一线电池厂商了，而且还是行业内的巨头，技术、口碑都不错，细节上也更好，配备了底盘护板进一步保护电池减少磕碰风险。零跑A10则是二线品牌了，国轩高科/江苏正力的电芯交叉使用，没有底盘护板，成本低了自然可以给到更多续航。所以可以看到，价格差不多的情况下长安启源全新Q05满电续航是405km，零跑A10则是505km，相差100公里，意味着充电的频率会有不同。这样也建议零跑A10就看505版本，因为403版本采用了较为简单的风冷技术，不如长安启源全新Q05 405km的直冷热管理高效，更不如两款车型高配版的液冷效果好，这样来看，长安启源全新Q05安全性还是更令人放心。

 这个价位的纯电车，基本属性是代步通勤，虽然对动力要求不高，但红绿灯起步要想快人一步，超车要想更高效安全，动力还是不容忽视。长安启源全新Q05配备了120kW的前置电机，能带来8.9秒的零百加速成绩，中规中矩；零跑A10则是90kW的前置电机，零百加速10.6秒，这就是纯代步车的水准了，日常出行要想稍微“快一点”，长安启源全新Q05还是更给力。

（长安启源全新Q05）

（零跑A10）

预算到七八万，对车子的要求就不能只停留在“工具”属性上了，驾乘体验也是必须关注的重点。得益于级别上的优势，长安启源全新Q05的长宽高4435x1855x1600mm、轴距2735mm，相对零跑A10的长宽高4270x1810x1635mm、轴距2605mm，优势明显。同事身高1.78米、体重79kg，分别坐进两车后排，长安启源全新Q05腿部剩余空间超过2拳，头部约1拳；而零跑A10腿部剩余1拳4指，头部也是大概1拳，可以发现，长安启源全新Q05乘坐空间相对宽敞，既能满足平时代步接娃，节假日长途旅游，家人也能更好伸展身体。

（零跑A10，方向盘加热）

（长安启源全新Q05后排出风口）

另外从驾乘体验上来说，同等价格下，零跑A10仅配备了主驾电动调节、手动空调、前排座椅加热等常规功能，确实就是代步车的常规水准，但它又具备方向盘加热和全景天幕，比一般代步车好一点。长安启源全新Q05这边，则是多了自动空调+后座出风口、主驾通风/加热/按摩、二排座椅靠背角度调节、车外扬声器等功能，提供的舒适体验、情绪价值都会更好。

 至于座舱和驾驶辅助，7万多的价格双方都是常规表现，只是有部分功能不相同。长安启源全新Q05的座舱多了CarLink、CarPlay、荣耀互联和可见即可说功能，而且具备K歌功能，下方还联动有手机无线充电。同时两款车型还都支持L2级组合辅助驾驶，但零跑A10多了自动泊车辅助，因此也算各有优势吧。不过，预算足的话，它们也都有激光雷达版本可选，所以这边方面基本是旗鼓相当。

 

对比总结：

综合来看，价格差不多的情况下，长安启源全新Q05的主要看点是央企背书，且是全球化车型，目前已经登陆泰国，且将走向全球。具体到产品，它的电池来自一线大牌，性能、空间优势明显，另外整体的科技舒适配置、座舱氛围都更好；零跑A10的看点则是相同价格给到了更长的续航，多了一些科技化的功能，但如果预算稍高一点，长安启源全新Q05也有长续航版本可选，所以零跑A10的优势更多还是在价格。

所以如果只是代步，其实这两款车型表现都不错，都是目前市面上的爆款，但如果你想要满足日常代步出行的同时，还想兼顾家庭用车的话，长安启源全新Q05显然更值得考虑，另外宁德时代作为电池行业的巨头，其可靠性和稳定性也更值得信任，更适合长期主义者，所以你会怎么选呢？

5 月 29 日，2026 粵港澳大灣區車展於深圳國際會展中心（寶安）正式拉開帷幕。作為國內新能源汽車市場嘅中堅力量，深藍汽車攜旗下6 款主力車型集體亮相（7 號館 09 展位），涵蓋家用、智能駕駛、性能、越野等全場景需求。同時，品牌官方宣佈成為葡萄牙國家隊全球官方合作夥伴，以硬核產品實力與親民嘅購車優惠，引發現場廣泛關注。

深耕全球市場，銷量與口碑雙豐收

深耕新能源賽道多年，深藍汽車憑藉成熟嘅技術積累與清晰嘅產品佈局，市場表現持續領跑。數據顯示，2026 年 3-4 月，深藍汽車連續兩個月銷量突破3 萬輛；截至目前，全球累計交付量已突破80 萬輛，穩居央企新能源品牌銷量榜首。

此次車展前夕，深藍汽車在葡萄牙首都里斯本官方宣佈與葡萄牙國家隊達成合作，並向球隊交付全球爆款車型深藍 S05，同步開啟 1000km 歐洲長測。這既係中國新能源品牌與國際頂級球隊嘅強強聯手，亦標誌著深藍汽車全球化佈局邁入新階段。

全陣列車型亮相，涵蓋灣區多元出行需求

粵港澳大灣區作為國內新能源消費嘅核心市場，用戶需求呈現多元化、精細化特徵。本次車展，深藍汽車一次性帶來 6 款車型，從 15 萬級家用车到 30 萬級旗艦，從城市通勤到戶外越野，全面涵蓋灣區用戶日常出行場景。

深藍 S05：全球爆款 SUV，家用代步省心之選

作為深藍汽車嘅「全球大單品」，深藍 S05 上市後月均銷量破萬，全球累計銷量超20 萬輛，並斬獲德國 iF 設計大奬、泰國年度汽車大奬等國際榮譽。

該車主打安全耐用、長續航、快補能，全系搭載寧德時代電芯與金鐘罩電池，適應深圳高溫多雨氣候；CLTC 續航達620km，支援 3C 超充，15 分鐘可將電量從 30% 充至 80%，日常通勤、週末周邊遊都無里程焦慮。

深藍 L06 Max：性能駕控首選，年輕人嘅「駕駛樂趣」

面向追求操控感嘅年輕用戶，深藍 L06 Max 搭載300 萬級超跑同款磁流變底盤，轉向精準、濾震細膩，無論是城市穿梭還是山路馳騁，都能帶來流暢嘅駕駛體驗。

此外，該車配備一體化大壓鑄技術，CLTC 續航最高670km，5.9 秒即可破百，兼顧性能與實用性，係 15 萬級少有嘅「駕控取向」家轎。

深藍 S07 華為乾崑激光版：高級智駕下放，複雜路況從容應對

本次車展嘅智能擔當——深藍 S07 華為乾崑激光版，將高級激光智駕配置普及至主流價位。該車搭載華為乾崑激光 ADS 4 Pro 增強版，配備激光視覺 Limera，支援城區/高速全場景 NCA 輔助駕駛，能輕鬆應對深圳早晚高峰、老城窄巷等複雜路況。

續航方面，CLTC 續航達630km，搭配 3C 超充，跨城出行亦無需頻繁補能，係都市高知人群嘅智駕首選。

深藍 S09：旗艦大六座，家用商務兩不誤

定位智慧旗艦大六座 SUV，深藍 S09 精準匹配灣區多孩家庭、商務接待嘅雙重需求。車內採用三排六座佈局，行業首創中排可橫滑雙零重力座椅與一體式智能移動中島，空間靈活多變。

動力上，純電續航310km，支援 5C 超充，10 分鐘可將電量從 30% 充至 80%；全系標準配備華為乾崑智駕 ADS 4.1 與鴻蒙座艙，兼顧豪華感與智能化。

深藍 L07：15 萬級智駕家轎，上班族通勤好拍檔

作為15 萬級唯一全系標準配備華為乾崑智駕嘅轎車，深藍 L07 完美契合灣區上班族嘅通勤需求。其搭載新一代原力超集電驅，純電續航660km、增程續航1500km，高速智駕覆蓋率超 99.2%，能有效緩解廣深、莞深等城際高速嘅駕駛疲勞。

同時，全系標準配備金鐘罩電池，累計裝車 70 萬台保持零自燃記錄，安全可靠，係日常代步嘅「省心之選」。

深藍 G318 無憂穿越版：硬派越野氣質，解鎖戶外多元樂趣

打破硬派車型與城市用車嘅邊界，深藍 G318 無憂穿越版配備雙電機真四驅、兩把機械差速鎖與全地形駕駛系統，能輕鬆征服粵北山區、戶外野地等複雜路況。

同時，同級獨有嘅空氣懸掛、CDC 減震與主動魔毯系統，又能保證城市行駛嘅平穩舒適，適合週末露營、長線自駕嘅戶外愛好者。

車展專屬優惠，誠意回饋灣區消費者

除咗全陣容好車，深藍汽車本次仲帶來實打實嘅購車優惠，降低用戶購車門檻。

活動時間為5 月 29 日至 6 月 14 日，用戶喺廠方原有基礎權益之上，可額外享受：

下定即贈深藍商場價值1000 元藍寶石，可兌換原廠精品；深圳區域購車用戶，額外享受交通強製險免單優惠。

無需複雜規則，沒有隱藏套路，真正做到「好車不貴，優惠到位」，讓灣區消費者逛展、選車、享優惠一步到位。

扎根用戶需求，持續打造高價值出行體驗

從產品佈局嚟睇，深藍汽車 6 款車型精準切入家庭、性能、智駕、越野四大核心場景，不堆砌冗餘配置，只聚焦用戶真實需求；從技術實力嚟講，無論係與華為深度合作嘅智能系統，定係自研嘅三電與底盤技術，都經過市場驗證，可靠耐用。

粵港澳大灣區作為深藍汽車嘅重點戰略市場，此次車展既係產品實力嘅集中展示，亦係貼近用戶、回饋用戶嘅契機。未來，深藍汽車將繼續立足用戶需求，以更成熟嘅技術、更豐富嘅產品、更實在嘅優惠，為消費者帶來高價值嘅智慧出行體驗。

目前，2026 粵港澳大灣區車展仍在進行中（6 月 7 日前），歡迎前往深圳國際會展中心（寶安）7 號館 09 展位，近距離體驗深藍全系車型嘅硬核實力，把握購車良機。

On June 9, at the Shenzhen Pingshan headquarters, BYD held its 2025 Annual General Meeting. Nearly a thousand shareholders and shareholder representatives attended in person, setting a new record for on-site attendance at the company's previous shareholder meetings. During the meeting, BYD Chairman Wang Chuanfu and other executive team members further addressed shareholder concerns regarding sales volume, production capacity, intelligent development progress, overseas layout, and stock price controversies, among other issues.

1. Regarding Sales Fluctuations

Among these, regarding the cyclical fluctuations in sales volume caused by adjustments in the new energy vehicle purchase tax policy in the first quarter of this year, Wang Chuanfu stated: "The worst is already behind us."

As a Chinese automotive enterprise that focuses exclusively on new energy vehicles and does not produce fuel-powered cars, data shows that in the first quarter of this year, BYD's total sales volume was approximately 700,000 units, a year-on-year decrease of 30.01%. Affected by the decline in sales, BYD's revenue and net profit in the first quarter also declined, with net profit attributable to shareholders decreasing by 55.38% year-on-year.

It is worth noting that although policy adjustments brought significant impact, the overall decline in the first quarter of this year was not due to insufficient internal momentum within BYD, but rather more due to external environmental influences. As the penetration rate of new energy gradually increases, and the transition to Gen-2 Blade Battery and Flash Charging technologies progresses, BYD has gradually returned to a state of positive growth.

In March this year, BYD released the second-generation Blade Battery and Flash Charging technologies. As key technologies to conclude the first half of electrification for BYD, the two technologies directly address the core refueling anxiety of electric vehicle users. Immediately after their release, they quickly received recognition from domestic and international markets, causing orders to surge. After active adjustments in March and April, in May, BYD's sales volume returned to positive growth.

2. Regarding Gen-2 Blade Battery Production Capacity Increase

Of course, the current Gen-2 Blade Battery still faces challenges of production bottlenecks. Due to the huge difference in internal structure between the Gen-2 Blade Battery production line and the first generation, the original production lines need to be modified and upgraded, and capacity ramp-up requires a certain period. Regarding the current "supply falling short of demand" for the second-generation Blade Battery, Wang Chuanfu also gave a positive response at this annual general meeting: the capacity for the Gen-2 Blade Battery is currently rising month by month, with an increase of 20,000 to 30,000 units per month.

"How many cars BYD can sell this year does not depend on orders, but depends on battery production volume." Wang Chuanfu stated that a larger release of production capacity will occur in 2027, at which time both domestic and international markets will exert effort simultaneously.

3. Regarding Overseas Market Growth

Especially worth noting is that in BYD's sales structure this year, as the second growth curve, the growth momentum of BYD's overseas market is gradually being realized. In 2025, BYD's cumulative overseas sales exceeded one million units. From January to May this year, BYD's overseas sales of passenger cars and pickup trucks have reached 614,500 units, with overseas sales continuously setting new records.

Based on this momentum, Wang Chuanfu also clearly stated that this year, BYD is expected to exceed its overseas sales target of 1.6 million units. Regarding the development of the overseas market, Wang Chuanfu also clearly emphasized that BYD's exports should not only pursue growth but must also adhere to the principle of localization, maintain long-term stability, and achieve win-win results with the local area.

Wang Chuanfu also sorted out the global production capacity map one by one at the annual general meeting: South America uses Brazil as the main production base; the European Hungary factory has entered the production phase in 2026; the Southeast Asia Thailand factory is already in production, and the Indonesia factory is about to enter mass production. Demand in the Middle East market is strong, and the Australian market is growing steadily. BYD plans to comprehensively layout Flash Charging stations overseas in the fourth quarter of 2026, and has already completed intelligent driving R&D and technical layout in each core market.

4. Regarding the Layout of the Second Half of Intelligentization

Supporting BYD's comprehensive blossoming both domestically and overseas, the core keyword remains "Technology".

After releasing the second-generation Blade Battery and Flash Charging technologies in March this year, in May, BYD also held a strategy conference on intelligentization, officially proposing three goals for the second half of intelligentization: zero traffic accidents, Super Driver, and Super Secretary. This launched the era of city navigation for everyone and released several major technologies including China's first 4nm intelligent driving chip Xuanji A3, L3/L4 technology, DiDi Xia intelligent agent, etc.

At the press conference, Wang Chuanfu announced that BYD will continue to invest over 100 billion yuan in R&D funds to solve traffic safety issues. At this annual general meeting, Wang Chuanfu judged that according to the current speed of AI technology development, L3 and L4 autonomous driving will definitely land earlier. Addressing concerns about L3 implementation, Wang Chuanfu also responded that BYD has made sufficient preparations in various dimensions such as chips, computing power, data, and ecosystems. Once regulations land, BYD will take off quickly.

5. Regarding the Challenge of Brand Premiumization

BYD's brand premiumization has always been one of the topics most concerned by the outside world. At this annual general meeting, regarding the premiumization transformation that shareholders were concerned about, Wang Chuanfu's response was also very straightforward.

He believes that cars are transportation tools involving life safety and cannot rely solely on "flashy traffic". The competition of premiumization must eventually return to the source of technology and products to build user trust. To this end, he proposed the "Three No Principles": never disparaging competitors, never complaining about the external environment, and never sacrificing technology investment for short-term interests.

Wang Chuanfu also revealed that in the coming two years, BYD will launch a batch of more stunning new technologies to win reputation in the mid-to-high-end market. Currently, BYD's premiumization has made corresponding progress in the overseas market.

6. Regarding Raw Material Cost Increases

Due to the rise in raw material costs, in recent times, several domestic automotive companies have successively raised terminal selling prices, and BYD is one of them. Regarding this round of price hikes, BYD Board Secretary Li Qian provided BYD's four response strategies:

Continuously create cost advantages relying on technological innovation;

Accelerate the premiumization of product structure to dilute material costs with higher profit per vehicle;

Promote overseas market expansion, overseas profit per vehicle is significantly better than domestic;

Rely on scale advantages to continue volume sales, spreading out fixed costs.

7. Regarding Undervaluation of Stock Price

Controversies over stock price and valuation have always plagued BYD. The 2025 financial report shows that BYD's revenue exceeded 800 billion yuan, with a net profit attributable to shareholders of 32.6 billion yuan. The gross profit margin of new energy vehicles was 28.8%, far exceeding Tesla's 17.8% for the same period, but the price-to-earnings ratio has long been below the industry average, and the HK stock market capitalization is only about 1/14 of Tesla's.

Facing questions about "high sales volume, low valuation", Wang Chuanfu stated, "Everyone agrees on BYD's potential, but the current stock price has not yet reflected it." In this regard, Wang Chuanfu also hopes shareholders will remain patience and engage in value investment.

8. Regarding the Goals for the Next Five Years

In memory, BYD rarely discussed sales targets in public occasions, but at this annual general meeting, Wang Chuanfu made a firm and clear commitment: "Five years later, in terms of scale, BYD will be able to achieve true global number one." Regarding specific sales targets, Wang Chuanfu stated that by 2030, BYD will strive to achieve an annual production and sales volume of 10 million units.

To achieve this goal, the dual-wheel drive of domestic and overseas markets, Gen-2 Blade Battery and Flash Charging technologies, more stunning technologies to be launched in the coming two years, the ramp-up of overseas factory capacity, and the gradual breakthrough in premiumization will all be sources of confidence for BYD to rush towards this long-term goal.

2026 年 5 月 28 日，上汽集團“全球第一億位用戶交車儀式”在上海北外灘世界會客廳舉行。上汽旗下十餘個整車品牌、十九款車型，以“全球接力交付”的方式，橫渡山海、跨越洲際、聯動全球，上汽集團由此成為首個累計產銷量突破一億輛的中國汽車集團，為中國汽車行業鑄就新的里程碑。

從“鳳凰”到“智己”：一億輛見證中國汽車工業的奮進與初心

1955 年，上海內燃機配件製造公司成立，上海汽車工業由此起步。1958 年，工人們用榔頭敲出第一輛“鳳凰牌”轎車，實現上海轎車製造“零的突破”。七十年來，上汽親歷並推動了中國汽車工業從無到有、從弱到強的整個過程：1983 年桑塔納下線，開啟合資合作；1997 年上海通用成立，創造 23 個月建廠出車的“上海速度”；2006 年自主品牌榮威誕生，2016 年推出全球首款互聯網汽車榮威 RX5；2020 年高端智能電動品牌智己汽車成立。

貫穿這一征程的，是上汽始終秉持的“懂車更懂你”用戶理念。懂車，是對核心技術的極致追求；懂你，是把每一項前沿科技精準落地為用戶可感知、可享受的美好出行體驗。從桑塔納國產化共同體到合資 2.0 技術共創，從互聯網汽車到全線控底盤、固態/半固態電池、AI 大模型上車——每一次跨越，都是“懂車”能力的進階，都是“懂你”初心的一脈相承。一億輛，更是一億份用戶信賴的集中兌現。

第一億輛：智己 LS9 Hyper，凝聚上汽 70 余年技術之大成

第一億輛交付車型智己 LS9 Hyper 是上汽七十年技術積澱的集大成之作，開啟了新能源車“新三大件”的嶄新時代。它搭載了下一代底盤技術，同級首發的全線控四輪轉向；下一代智駕硬件，520 線超視域激光雷達 + 英偉達 Thor 芯片，下一代三電——全域 800V 高壓平台與恆星超級增程。全面預埋了面向 L3 及以上高階智駕持續進化的冗餘能力。同時，智己 LS9 Hyper 首搭上汽金標颶風三電機，從容躋身性能 3 秒俱樂部；更聯合紫金山實驗室，全球首發“內生安全”技術，將汽車安全邊界從“物理安全”拓展至“資訊與系統安全”，是 AI 時代的必備安全基石。

第一億位用戶 Momenta CEO 曹旭東，正是上汽在智駕領域的核心戰略夥伴。雙方深度共創的智駕技術已賦能自主與合資多個品牌。“夥伴變車主”，不僅是廠商與用戶的滿意交付，更是智能汽車生態夥伴間的深度共鳴。

體系實力：上汽全品牌矩陣的全球接力交付

一億輛的背後，是上汽涵蓋整車、零部件、移動出行和服務、金融、國際經營、創新科技六大板塊的全價值鏈閉環。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；海外市場銷售 45.9 萬輛，同比大漲 50.2%。

交付儀式現場，上汽全品牌、全產品矩陣協同發力。自主品牌全線出擊：尚界 Z7、華境 S、榮威 M7、MG4 半固態電池版、五菱星光 560、大通 eDeliver5、紅巖重卡、躍進大拿 T1、申沃純電客車、依維柯聚星 EV 等相繼交付，覆蓋個人出行、家庭生活、商用運營、物流運輸等多元場景。合資品牌集中亮出“合資 2.0”成果：大眾 ID. ERA 9X 將全球首發搭載 Momenta R7 強化學習世界模型，上市一個月交付突破 7000 台；AUDI E7X 計劃成為奧迪全球首款實現 L3 級自動駕駛落地的車型；別克至境 E7 基於“逍遙”超級融合架構打造，上市一個月交付破萬台。

從上海主會場出發，交付畫面在南京、柳州、太原等國內多城及英國、印尼、新加坡等國家接續點亮，開創了中國汽車品牌的全新敘事方式。這背後，是上汽全球化佈局的深厚根基。上汽是中國汽車企業“走出去”的先行者：在海外擁有超 100 個零部件生產基地、超 3000 個經銷商網絡，建成倫敦等 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；安吉物流擁有各類滾裝船 42 艘，8 條國際航線覆蓋東南亞、歐洲、美洲。如今，上汽產品和服務遍布 170 餘個國家和地區，海外累計銷量突破 700 萬輛。上汽 MG 連續 11 年蟬聯中國品牌歐洲銷冠，2025 年歐洲年銷突破 30 萬輛，成為首個在歐洲及英國累計銷量破百萬的中國汽車品牌。今年 3 月，MG 在德國法蘭克福舉辦技術日，全球首發半固態電池及 Hybrid+ 混動技術，Hybrid+ 家族海外單月銷量已突破 2 萬輛。2025 年，上汽發布海外"Glocal 戰略”（全球 + 本土），正加速從“產品出海”邁向“價值鏈出海”，讓“中國智造”進一步走向世界。

從“懂車”到“懂你”：一場用戶唱主角的交付盛典

“懂車更懂你”的最終落腳點，是每一個真實用戶的出行生活。得到 APP 創辦人羅振宇作為華境 S 第 001 號體驗官，從跨年演講盛讚華為乾崑智駕到走進工廠見證下線；前留德國腳楊晨選擇 ID.ERA 9X，因其黃金增程與長期主義不謀而合；曹開亮全家訂車後，偶像周杰倫恰好成為別克 MPV 家族代言人；公益博主劉佳連續五年為廣西山區留守兒童理髮、送陪伴，別克第一時間援助，他被至境 E7“滿分座艙”打動。從自媒體博主到村支書，從公益守護者到物流企業——每一位用戶都是真實生活的縮影，這正是“懂車更懂你”最生動的詮釋。

一億輛是上汽七十年發展的分階段答卷，更是上汽面向智電未來“二次創業”的全新起跑線。2014 年，上汽積極落實“發展新能源汽車是我國從汽車大國邁向汽車強國的必由之路”的重要指示，率先全面轉型。十二年後，從智電轉型“一馬當先”，到自主合資、乘用商用、海內海外的“萬馬奔騰”，上汽將不斷以“懂車更懂你”為用戶理念，讓科技創新真正惠及每一位用戶。

從 1955 到 2026，從第一個用戶到第一億個用戶，從初創探索到行業引領——上汽將繼續與全球用戶、全球夥伴億路同行，共創美好出行新未來。

由 1955 年誕生至 2026 年，上海汽車工業由無到有、由弱轉強。喺「懂車更懂你」理念指導下，形成自主同合資、乘用同商用、海內同海外「萬馬奔騰」嘅局面。

2026 年 5 月 28 日，上汽集團「全球第一億位用戶交車儀式」喺上海北外灘世界會客廳舉行。上汽旗下十多個整車品牌、十九款車型，以「全球接力交付」嘅方式聯動全球，上汽集團因此成為首個累計產銷量突破一億輛嘅中國汽車企業，鑄就新嘅里程碑。

1955 年，上海內燃機配件製造公司成立，上海汽車工業由此起步。1958 年，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」。七十多年來，上汽親歷並推動咗中國汽車工業由無到有、由弱轉強嘅全過程：1983 年桑塔納下线，開啟合資合作；1997 年上海通用成立，創造 23 個月建廠出車嘅「上海速度」；2006 年自主品牌榮威誕生，2016 年推出全球首款互聯網汽車榮威 RX5；2020 年智能電動品牌智己汽車成立。

貫穿呢一征途嘅，係上汽始終秉持嘅「懂車更懂你」用戶理念。由桑塔納國產化共同體到合資 2.0 技術共創，由互聯網汽車到全線控底盤、固態/半固態電池、AI 大模型上車——每一次跨越，都係「懂車」能力嘅進階，都係「懂你」初心嘅一脉相承。

上汽集團全球第 100,000,000 位用戶交付 智己 LS9 Hyper

上汽集團第一億輛交付嘅車型為智己 LS9 Hyper，佢可謂係上汽七十多年技術積澱嘅集大成之作：佢配備咗下一代底盤技術，擁有同級首發嘅全線控四輪轉向系統；下一代智駕硬件，包括 520 線超視域激光雷達同英偉達 Thor 芯片；下一代三電系統——全域 800 伏高壓平台同恆星超級增程。呢款車仲全面預留咗面向 L3 及以上高級智駕持續進化嘅能力。同時，智己 LS9 Hyper 首次採納咗上汽金標颶風三電機，跻身百公里加速 3 秒俱樂部；仲聯合紫金山實驗室，全球首發「內生安全」技術，將汽車安全邊界由「物理安全」拓展至「資訊同系統安全」，係 AI 時代嘅必備安全基石。

一億輛背後，係上汽涵蓋整車、零部件、移動出行同服務、金融、國際經營、創新科技六大板塊嘅全價值鏈閉環。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；海外市場銷售 45.9 萬輛，同比大漲 50.2%。

交付儀式現場，上汽全品牌、全產品陣列協同發力。自主品牌全線出擊，覆蓋個人出行、家庭生活、商用運營、物流運輸等多元場景。合資品牌集中亮出「合資 2.0」成果：大眾 ID. ERA 9X 將全球首發搭載 Momenta R7 強化學習世界模型；AUDI E7X 計劃成為奧迪全球首款實現 L3 級自動駕駛落地嘅車型；別克至境 E7 基於「逍遙」超級融合架構打造，上市一個月交付破萬台。

由上海主會場出發，交付畫面喺南京、柳州、太原等國內多城同英國、印尼、新加坡等國家接續點亮。呢背後，係上汽全球化布局嘅深厚根基。上汽係中國汽車企業「走出去」嘅先行者：喺海外擁有超 100 個零部件生產基地、超 3000 個經銷商網絡，建成倫敦等 3 大研發創新中心同泰國、印尼、印度、巴基斯坦 4 個生產製造中心；安吉物流擁有各類滾裝船 42 艘，8 條國際航線覆蓋東南亞、歐洲、美洲。如今，上汽產品同服務遍佈 170 餘個國家同地區，海外累計銷量突破 700 萬輛。上汽 MG 連續 11 年蟬聯中國品牌歐洲銷冠，2025 年歐洲年銷突破 30 萬輛，成為首個喺歐洲同英國累計銷量破百萬嘅中國汽車品牌。今年 3 月，MG 喺德國法蘭克福舉辦技術日，全球首發半固態電池同 Hybrid+ 混動技術，Hybrid+ 家族海外單月銷量已突破 2 萬輛。2025 年，上汽發布海外「Glocal 戰略」（全球 + 本土），正加速由「產品出海」邁向「價值鏈出海」，令「中國智造」進一步走向世界。

一億輛係上汽七十多年發展嘅階段性答卷，更係上汽面向智電未來「二次創業」嘅全新起跑線。2014 年，上汽積極落實「發展新能源汽車係我國由汽車大國邁向汽車強國嘅必由之路」嘅重要指示，率先全面轉型。十二年後，從智電轉型嘅「一馬當先」，到自主合資、乘用商用、海內海外嘅「萬馬奔騰」，上汽將不斷以「懂車更懂你」為用戶理念，令科技創新真正惠及每一位用戶。

本文作者為踢車幫 阿來

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!

On May 21, 2026, "New Ecology for Tourist Travel, Opening a New V Journey" Golden Dragon Passenger Tourism Product Exchange Conference was held in the northwest cultural tourism stronghold, Xi'an, Shaanxi. Led by the new V-series bus high-end + pure electric models, what upgraded experience will the brand-new upgraded Golden Dragon tourism passenger transport overall solution bring to northwest cultural tourism passenger transport?

Adapting to Northwest Tourism Upgrades, Tourism Buses Moving New and Green

As a key connector of the "Belt and Road" and an international tourism hub city, the demand for study tour groups, scenic spot charter buses, and cross-province custom travel in Xi'an's tourism passenger transport market continues to grow, posing higher requirements for tourism buses.

The brand-new upgraded Golden Dragon tourism passenger transport overall solution, based on new market trends and a new operational environment, breaks the situation with high-end + pure electric models!

Three Golden Dragon new V-series models were unveiled at the scene of this exchange conference. They are the V12 "Land First Class" equipped with 37 seats and business seats, the V9 with a "2+1" seat layout with 26 seats, and a pure electric model V11E.

Sun Hongxiang, Director of Domestic Sales at Golden Dragon

Sun Hongxiang, Director of Domestic Sales at Golden Dragon, emphasized that the tourism passenger transport industry is undergoing profound changes, with trends of high-end, customization, electrification, and intelligence accelerating to arrive. "We will promote the development and upgrade of the tourism passenger transport industry in Shaanxi and even the whole country with better products and services, and we also hope to become the new starting point for the application and promotion of tourism bus electric models in Xi'an and the Northwest."

It is introduced that, following the comprehensive electrification in the public bus sector, the penetration rate of electric buses in the domestic market's shuttle rental and highway passenger transport sectors continues to rise. Golden Dragon's domestic sales of highway buses over 8 meters in 2025, electric models accounted for 49%!

Sun Hongxiang introduced that large-capacity tourism buses have already been applied first in areas such as Shandong, Guangdong, and the Southwest. A long-standing customer from Guangdong upgraded a commuter bus equipped with 176 kWh to 352 kWh. Besides daily commuting, they can run scheduled services on the Guangzhou-Shenzhen line and Guangzhou-Foshan line custom passenger transport, using the cost advantage of electric buses to increase income.

The new V-series V11E electric bus exhibited on site this time came from a customer in Yantai, Shandong, driven by the driver from Yantai to Xi'an all the way.

Product + Service, New V-Series Solution Full Coverage

The Golden Dragon tourism passenger transport overall solution includes "New Models + New Services". It is not only a new upgrade of driving and riding experience, but also leads the industry's operation and management into a new stage.

Huang Suhang, Product Manager at Golden Dragon Technology Center

At the exchange conference that day, Huang Suhang, Product Manager at Golden Dragon Technology Center, introduced that the Golden Dragon new V-series is a labor of love by Golden Dragon, taking 3 years, gathering over a thousand R&D forces, and forward design, possessing butterfly wing new exterior design and high quality, high safety, high intelligence, high comfort.

As a product platform with intelligent cockpit systems standardly equipped first in the entire series of models, the intelligent level of Golden Dragon new V-series leads the industry. Based on the new architecture configured with high computing power chips, the new V-series realizes intelligent voice control of lights, multimedia, air conditioning and other functions, which is conducive to the driver focusing on driving, and can also improve the entertainment and interaction experience with passengers.

Huang Suhang stated that Golden Dragon new V-series pure electric models provide multi-brand and multiple battery capacity choices, comprehensively adapting to multiple scenario needs of tourism passenger transport: including 163 kWh/175 kWh product solutions suitable for enterprise shuttle buses and high-speed rail transfers, 310 kWh/352 kWh product solutions suitable for surrounding tours and adjacent intercity passenger transport, 399 kWh/450 kWh/528 kWh large battery capacity product solutions suitable for cross-regional tourism operations. He also introduced the Ruixing light commercial vehicle product with 1+1 large business 7-9 seats facing customized private small groups.

Wang Keqiang, Regional Service Manager at Golden Dragon

Wang Keqiang, Regional Service Manager at Golden Dragon, detailed the after-sales service system, safeguard measures, and service advantages of Higer buses.

Golden Dragon has a total of more than 800 service stations nationwide, with 7 regional central stations built. In the Northwest region, with Gansu Lanzhou Golden Dragon Group Service Center, Dunhuang Golden Dragon Service Center, and Urumqi Golden Dragon Service Center as the core, providing high-standard service guarantees.

At the same time, Golden Dragon's "Higer Smart Travel" mini-program has been fully launched and is currently promoted and used in many places across the country, helping tourism passenger transport enterprises achieve refined management and cost control. The "Higer Smart Travel" mini-program can achieve 7x24 hour online one-click repair reporting, providing digital operation support such as real-time dispatch, fuel consumption/electricity consumption monitoring, driving behavior analysis, AI intelligent services, etc.

New V-Series Assists Transformation, New Sample of Northwest Tourism Passenger Transport

Since the Golden Dragon new V-series bus was launched in 2024, global delivery has exceeded 13,000 vehicles and has received high recognition from a large number of customers.

Ye Wanjun, General Manager of Shaanxi Yuno Tourism Automobile Co., Ltd., shared the company's practice and thoughts on promoting enterprise transformation and upgrading hand in hand with Golden Dragon Higer new V-series.

Ye Wanjun, General Manager of Shaanxi Yuno Tourism Automobile Co., Ltd.

Ye Wanjun stated that from March 2025 to this year, the company has continuously added purchases of Higer new V-series a total of more than 20 vehicles. The firm choice of Higer new V-series is mainly due to these three major advantages: high-end comfortable riding experience, leading intelligent safety configuration, and efficient and convenient operation management. "Especially the 2+1 seat layout new V-series high-end model, creating a mobile VIP lounge, focusing on premium small package tours and high-end business reception, significantly enhancing the comfortable experience of passenger travel."

Relying on high-end models + high-standard services, Shaanxi Yuno customer reputation continues to rise, successively won consistent praise from teachers and students of key middle schools in Beijing and many institutions in Xi'an study tours, and more won the high recognition of foreign-related teams such as Singapore, Kuala Lumpur and domestic high-end customers.

Grabbing the northwest cultural tourism development opportunity, Higer new V-series creates a new ecosystem of high-end smart travel with technology iteration and service upgrades, helping the tourism passenger transport industry improve quality and advance!

(This article is provided by the enterprise)