关于中国汽车出海这笔账，不能再用“出口多少辆”简单概括。中国自主品牌海外到底卖了多少？海外是不是更赚钱？合资品牌把中国工厂变成出口基地，到底是主动选择，还是被国内内卷逼出来的退路？

5月数据一出来，出海已经不是我们潜意识里的销量“锦上添花”。

中国汽车出海，最容易被低估或者说被误解的一点是：很多车企的海外销量，已经不是财报里的补充项，而是生存结构的一部分。

按目前公开的车企月度快报数据，例如奇瑞集团5月总销量约24.78万辆，其中出口约18.19万辆，出口占比竟然超七成；1-5月累计出口约75万辆。这充分表明奇瑞已经不是“国内卖车、海外加分”，而是实质上形成了海外主战场。

同样，比亚迪的变化也很明显。5月比亚迪全球销量38.35万辆，海外销量16.06万辆，同比增长80.4%（国内销量则同比下滑24%）。失之东隅，收之桑榆；海外已经在替比亚迪事实对冲国内市场的压力。

再往外看，上汽海外市场、吉利出口、长安海外、长城海外也都在抬头。中国汽车出海已经不是几个品牌冲出去，而是集团军出海。只是，这个“出海”到底怎么算，我们先来拆解清楚。

第一笔账：出口，不等于海外销量

奇瑞是不是第一？比亚迪是不是超过了？上汽MG算不算中国品牌？

这些问题的存在，其实关键不在排名，而在统计口径。

第一种叫中国汽车出口。这是海关或行业统计口径，只要整车从中国境内出去，就算中国汽车出口。这里面包括奇瑞、比亚迪、吉利、长安、长城，也包括特斯拉上海工厂、沃尔沃中国工厂，包括未来越来越多合资品牌的中国制造车型。

第二种叫中国自主品牌海外销量。这才更接近我们平时说的“中国品牌在海外卖了多少车”。比如奇瑞、比亚迪、MG、领克、哈弗、长安、深蓝这些。

第三种叫海外本地生产和销售。比如奇瑞在西班牙、南非、印尼、巴西等地推进生产布局，比亚迪在泰国、巴西、匈牙利、印尼等地建厂，上汽计划在西班牙建欧盟工厂。这部分未来未必进入“中国出口”，但也属于中国车企全球销量。

所以，真正看中国汽车出海，不能只盯码头装船数量。更准确的算法应为：中国出口整车 + 中国品牌海外本地生产销量 + 中国资本控制品牌的海外终端注册。

第二笔账：奇瑞是不是第一？

按上述第二条：“中国自主品牌整车出口”看，奇瑞一定是第一。

奇瑞的厉害不是突然爆发，而是起步早。它从2001年前后就开始出口，长期深耕俄罗斯、中东、拉美、东欧、南非等市场。2025年奇瑞全年销量280.64万辆，其中出口约134.4万辆。

整体看，奇瑞出口的优势大致有三点。

第一，是燃油车基本盘还在。全球并不是每个地方都适合纯电。中东、拉美、非洲、东欧，很多市场更需要便宜、耐用、空间大、配置高的燃油SUV。

第二，是渠道很深。出海最难的不是把车卖出去，而是车坏了有人修、金融有人做、备件有人管、二手车有人接。

第三，是产品矩阵足够宽。奇瑞、捷途、星途、iCAR、欧萌达、Jaecoo，再加上混动和燃油SUV，它不是单一品牌出海，而是多层货架出海。

所以，称奇瑞是出口王，一点也不虚。

第三笔账：谁是隐形冠军？

如果换个统计方式，按新能源出海来算，比亚迪是颇为锋利的那把刀。

比亚迪的海外销量从2025年开始快速抬升，2026年目标更激进，内部制定海外销量的目标在百万辆以上，并希望海外最终接近整体业务的一半。

假设再换一个大家很关心的按“欧洲存在感”这个统计口径，上汽MG和吉利反而更像隐形冠军。2026年1-4月，吉利系品牌在欧洲注册份额约2.5%，上汽约2.4%，比亚迪约2.2%，奇瑞约2.0%。这说明在欧洲，中国车企不是一骑绝尘，而是多品牌舰队；尤其，上汽则靠MG吃下了很长一段欧洲渠道红利。

还有一个容易被忽略的“隐形出口冠军”：特斯拉中国。5月特斯拉上海工厂Model 3和Model Y交付8.6万辆，包含出口到欧洲和其他市场的车辆。虽然它不是中国品牌，但它证明了一点：中国制造已经成为全球车企的高效生产底座。

第四笔账：海外是不是更赚钱？

对很多中国品牌来说，海外确实比国内更有利润空间。国内价格战已令车企利润压得很薄。事实上，国内诸多车型早已不是在想着卖车赚钱，而是在换企业规模、换市场份额、换产能利用率。一句话：为了活下去。

海外则不同。第一，终端售价更高；第二，竞品配置没那么卷；第三，消费者对“高配置低价格”的感知更强；第四，部分市场还没有完全进入新能源肉搏阶段。

但海外也不是遍地黄金。运费、关税、认证、渠道返点、金融成本、售后备件、本地团队、汇率波动，都会吃掉一部分利润。尤其是初期CKD、KD组装，甚至建厂爬坡阶段，利润压根是没影的事。

总体看：比亚迪的海外利润弹性或许最高，因为新能源车在欧洲、东南亚、拉美仍有品牌溢价空间。而奇瑞的海外利润更像“稳定现金流”，靠燃油SUV和混动SUV走量。上汽MG和吉利的价值在于欧洲渠道和品牌身份，对于资本而言，战略权重很高。

第五笔账：合资品牌利用中国出口，划算吗？

划算，但背后也有无奈。

划算的地方在于，中国供应链效率太高了。电池、电机、电控、玻璃、座椅、车机、模具、物流，一整条产业链都在中国。对于特斯拉、宝马、沃尔沃、大众、现代这些品牌而言，将中国工厂作为出口基地，可以摊薄成本，提高产能利用率，也能把中国速度带到海外市场。

但无奈也很明显。合资品牌在中国国内的销量压力越来越大，燃油车产能利用率下降，新能源转型又追不上自主品牌。如果中国市场吃不下这些产能，出口就变成压力阀，大量燃油车产能需要寻找外部出口。

这既是降本增效，也是自救。过去中国是外资品牌的最大利润池，现在中国正转变为它们的全球制造车间。

第六笔账：中国汽车出海，到恐怖级别了吗？

从规模看，的确很吓人了。

2025年中国汽车出口超过700万辆，继续保持全球第一；2026年4月中国乘用车出口约79.6万辆，同比大涨近85%，其中新能源乘用车出口约42万辆，同比超过120%。

然而，现在说中国车已经“统治全球”，为时尚早。

欧洲市场，中国车企份额仍是低个位数。美国市场被高关税挡住。加拿大、墨西哥、欧盟、土耳其、巴西、俄罗斯等地，都会用关税、配额、本地化要求来重新定价中国车的优势。

所以，正视中国车企勇闯天涯，不要只盯着诸如单月出口多少辆，而是应看到中国车企已完成三次升级：

第一，从低价燃油车出口，变成燃油、混动、纯电一起出海。

第二，从单车出口，变成品牌、渠道、金融、售后一起出海。

第三，从中国制造出口，变成海外工厂、本地就业、本地供应链一起落地。

车只是船头，后面跟着的是工厂、供应链、算法、渠道和金融。

做个总结——

海外市场不是中国车企的逃生门，而是中国汽车产业链第二增长曲线；但它绝不是躺赢。未来的出海竞争，不再是码头上多装几艘船，而是谁能在当地活下来、修得好、卖得贵、口碑稳。

真正的全球化，不只是车卖到海外，还要看能否把中国军团创造所累积的一整套生态成功输出至海外。

長安啟源全新 Q05 同零跑 A10 呢類車型存在嘅意義，喺我睇嚟，其實就係畀預算有限嘅家庭都可以享受到科技帶來嘅樂趣。而家睇嚟七萬幾嘅預算你就可以買到佢哋嘅中配版本，長安啟源全新 Q05 2026 款 405 Max、零跑 A10 2026 款 505 悅享版，而家呢兩個配置嘅終端價格都係七萬多，實際落地價亦都相差唔多。到底邊個好啲？呢個問題肯定仲要深入比較先至得出答案。

 幾萬塊買到純電車，踏實可靠我認為係第一要素，就好似買油車需要入手引擎、波箱可靠嘅選項一樣，電車肯定都要揀大廠嘅電池，咁呢兩款 SUV 邊個符合呢？

（長安啟源全新 Q05）

（零跑 A10）

長安啟源全新 Q05 呢邊係全系標配咗寧德時代電芯 + 金鐘罩 2.0 3C 快充電池，妥妥一線電池廠商啦，而家仲係行業內嘅巨頭，技術、口碑都唔錯，細節上仲好啲，配備咗底盤護板進一步保護電池減少磕碰風險。零跑 A10 就係二線品牌啦，國軒高科/江蘇正力嘅電芯交叉使用，冇底盤護板，成本低咗自然可以畀到更多續航。所以可以睇到，價格差唔多嘅情況下長安啟源全新 Q05 滿電續航係 405km，零跑 A10 就係 505km，相差 100 公里，意味著充電嘅頻率會有唔同。咁亦都建議零跑 A10 就看 505 版本，因為 403 版本採用了比較簡單嘅風冷技術，唔如長安啟源全新 Q05 405km 嘅直冷热管理高效，更唔如兩款車型高配版嘅液冷效果好好，咁樣睇嚟，長安啟源全新 Q05 安全性仲係更令人放心。

 呢個價位嘅純電車，基本屬性係代步通勤，雖然對動力要求唔高，但紅綠燈起步要想快人一步，超車要想更高效安全，動力仲係唔容忽視。長安啟源全新 Q05 配備咗 120kW 嘅前置電機，能帶嚟 8.9 秒嘅零百加速成績，中規中矩；零跑 A10 就係 90kW 嘅前置電機，零百加速 10.6 秒，這就係純代步車嘅水準啦，日常出行要想稍微“快啲”，長安啟源全新 Q05 仲係更夠力。

（長安啟源全新 Q05）

（零跑 A10）

預算到七八萬，對車仔嘅要求就唔能只停留在“工具”屬性上啦，駕駛體驗亦都係必須關注嘅重點。得益於級別上嘅優勢，長安啟源全新 Q05 嘅長宽高 4435x1855x1600mm、軸距 2735mm，相對零跑 A10 嘅長宽高 4270x1810x1635mm、軸距 2605mm，優勢明顯。同事身高 1.78 米、體重 79kg，分別坐進兩車後排，長安啟源全新 Q05 腿部剩余空間超過 2 拳，頭部約 1 拳；而零跑 A10 腿部剩余 1 拳 4 指，頭部亦都大概 1 拳，可以發現，長安啟源全新 Q05 乘坐空間相對寬敞，既能滿足平日代步接娃，節假日長途旅遊，家人亦都能更好伸展身體。

（零跑 A10，方向盤加熱）

（長安啟源全新 Q05 後排出風口）

另外從駕駛體驗上嚟講，同等價格下，零跑 A10 僅配備咗主駕電動調節、手動空調、前排座椅加熱等常規功能，確實就係代步車嘅常規水準，但佢又具備方向盤加熱同全景天幕，比一般代步車好少少。長安啟源全新 Q05 呢邊，就係多咗自動空調 + 後座出風口、主駕通風/加熱/按摩、二排座椅靠背角度調節、車外揚聲器等功能，提供嘅舒適體驗、情緒價值都會好好。

 至於座艙同駕駛輔助，七萬幾嘅價格雙方都係常規表現，只係有部份功能唔同。長安啟源全新 Q05 嘅座艙多咗 CarLink、CarPlay、榮耀互連同可見即可說功能，而且具備 K 歌功能，下方仲聯動有手機無線充電。同時兩款車型仲都支持 L2 級組合輔助駕駛，但零跑 A10 多咗自動泊車輔助，因此都算各有優勢啦。不過，預算足嘅話，佢哋都有激光雷達版本可選，所以呢方面基本係旗鼓相當。

對比總結：

綜合嚟睇，價格差唔多嘅情況下，長安啟源全新 Q05 嘅主要睇點係央企背書，且係全球化車型，而家已經登陸泰國，且將走向全球。具體到產品，佢嘅電池嚟自一線大牌，性能、空間優勢明顯，另外整體嘅科技舒適配置、座艙氛圍都好好；零跑 A10 嘅睇點就係相同價格畀咗更長嘅續航，多咗一啲科技化嘅功能，但如果預算稍高一啲，長安啟源全新 Q05 都有長續航版本可選，所以零跑 A10 嘅優勢更多都係喺價格。

所以如果只係代步，其實呢兩款車型表現都唔錯，而家都係市面上嘅爆款，但如果你想滿足日常代步出行嘅同時，仲想兼顧家庭用車嘅話，長安啟源全新 Q05 顯然更值得考慮，另外寧德時代作為電池行業嘅巨頭，其可靠同穩定性都係更值得信任，更適合長期主義者，所以你會點揀呢？

May 28, 2026, SAIC Group held a special vehicle delivery ceremony at Shanghai North Bund World Living Room. What makes it special is not how many leaders came, but because the protagonist changed to users, accurately speaking, it is SAIC's 100 millionth user globally.

100 million vehicles. This is a number never touched by a Chinese automotive group. From 1958 when workers hammered out the first Phoenix sedan with a hammer, to 2026 when over ten brands and nineteen models under its umbrella were delivered synchronously across continents, SAIC took 68 years to write itself into a new coordinate of the Chinese automotive industry.

Behind the 100 Million Vehicles, It's Not Just About Selling More

When many people see "100 million vehicles", their first reaction is: SAIC really sells a lot. This is not wrong, but only half right.

In the first four months of 2026, SAIC sold a cumulative 1.302 million vehicles, taking the crown as the top-selling car enterprise for four consecutive months. Among them, the share of independent brands is close to seven-tenths, new energy vehicles sold 412,000, and the overseas market surged 50.2% year-on-year. These numbers are indeed beautiful, but more worth looking at is the structure: independent brands account for 70%, overseas sales account for more than one-third. This shows SAIC is no longer the enterprise that relied on joint ventures for passive wins back then.

Starting from the localization of Santana, to Roewe creating the Internet car category, to the concentrated launch of high-end smart electric products like IM, Shangjie, and Huajing S, SAIC has taken a road that most traditional car enterprises are walking, but few walk smoothly: while stabilizing the core business in the joint venture sector, let independent brands truly stand up. Today, the outline of this road is quite clear.

Global Relay Delivery Is Not a Show, But Real Skill

The most interesting design of this delivery ceremony is "Global Relay". Outside the Shanghai main venue, delivery scenes in Nanjing, Liuzhou, Taiyuan, as well as the UK, Indonesia, Singapore and other countries and regions were lit up successively. Completing cross-continental, multi-brand, large-batch synchronized delivery on the same day tests not planning ability, but the hard strength of supply chain and channels.

SAIC has over 100 parts production bases overseas, over 3,000 dealer networks. It has built three R&D innovation centers such as London, as well as four production and manufacturing centers in Thailand, Indonesia, India, and Pakistan. Anji Logistics 42 Ro-Ro ships, 8 international routes connected Southeast Asia, Europe, Americas. The facts stacked out by these numbers are: SAIC is one of the few Chinese car groups that truly has global operation capabilities.

MG has been the top-selling Chinese brand in the European market for 11 consecutive years. In 2025, annual sales in Europe broke through 300,000 vehicles, and cumulative sales broke one million in the UK and European markets. This is not a small-scale export, but a head-on confrontation in mature markets. In March this year, the semi-solid-state batteries and Hybrid+ hybrid technology released by MG at the Frankfurt Technology Day, overseas monthly sales have already broken 20,000 vehicles. From "Product Going Global" to "Value Chain Going Global", SAIC's Glocal strategy is being realized.

What Truly Matters Is Whether "Understanding You" Can Be Done Properly

SAIC proposed a slogan called "Know Cars, Know You Better". The first half is basic skills, the second half is the dividing line.

At this delivery ceremony, SAIC did not invite celebrities to endorse, but found real users to tell stories: Luo Zhenyu from Dedao APP, as Huajing S Experience Officer No. 001, talked about Qiankun Intelligent Driving from the New Year's Eve Speech to walking into the factory to witness the launch; former national football player Yang Chen chose ID. ERA 9X, with the reason that Golden Extended Range and Long-termism concepts fit; charity blogger Liu Jia shaved the hair of left-behind children in Guangxi mountainous areas for five consecutive years, Buick not only assisted him, but he himself was also moved by the Zhijing E7 cabin. These stories are not big on their own, but put together, they spell out the signal SAIC wants to convey: Users are not the end point of payment, but the starting point of R&D and service.

Product itself. Volkswagen ID. ERA 9X globally launched Momenta R7 Reinforcement Learning World Model, one month after launch delivery broke 7,000 units; AUDI E7X plans to become Audi's first L3 level landing model globally; Buick Zhijing E7 based on "Xiaoyao" Super Fusion Architecture, one month after launch delivery broke 10,000. The common point of these products is: technology no longer stays on the parameter sheet, but becomes experience perceived by users.

100 Million Vehicles is a Period, Even More a Colon

To be honest, this number of 100 million vehicles is not rare among global automotive giants. Toyota and Volkswagen have long been members of the "100 Million Club". But for the Chinese automotive industry, this is the first time a local enterprise has crossed this line, the meaning is different.

What is more important is not the celebration, but how to go next. SAIC itself is also very clear, positioning this 100 million vehicle delivery as the "starting line of second entrepreneurship". From the establishment of Shanghai Internal Combustion Engine Parts Manufacturing Company in 1955, to the present day where the full brand matrix moves forward together in the global market, SAIC has proved that traditional car enterprises can also complete the "turning the elephant around". But the battle of intelligent electric transformation has only reached the halftime, the next competition will be more cruel, semi-solid-state batteries, AI large model onboard, L3 level autonomous driving landing, every item is a tough fight.

100 million vehicles are the answer sheet SAIC gave to the past, and also the test question given to the future. The tools for answering are already here: full value chain system, global layout, dual engine of independence and joint ventures running in parallel. Whether it can be answered well depends on how deep the sentence "Know Cars, Know You Better" can be implemented.