上個月，長安啟源全新 Q05 喺泰國上市，標誌緊呢款國內緊湊型純電 SUV 銷冠正式展開全球化征程，要知曉嘅係呢款具有全球車品質嘅純電 SUV，目前喺享受到 6 月份嘅购车優惠後，起售價僅為 6.99 萬，那麼喺 7-8 萬呢個最主流嘅預算區間，長安啟源全新 Q05 同同樣具備全球車品質嘅零跑 A10，究竟邊個更加抵買？我哋就從空間、智能化、動力同電池四個角度嚟實際比較下。

（長安啟源全新 Q05）（零跑 A10）

為咗保證比較公平，比較車型我哋就揀長安啟源全新 Q05 405MAX（優惠後 7.99 萬）同零跑 A10 505 悅享版（7.68 萬），呢兩部而家終端售價差唔多嘅車型，唔使講多，下面就睇下佢哋有咩分別。

空間：長安啟源全新 Q05 尺寸優勢明顯，零跑 A10 空間優化得嚟

（長安啟源全新 Q05）（零跑 A10）

首先睇空間，呢係絕大多數消費者買 SUV 嘅核心需求，呢方面長安啟源全新 Q05 無疑更有優勢，因為定位緊湊型 SUV 嘅佢，擁有 4435/1855/1600mm 嘅車長闊高，同埋 2735mm 嘅軸距，比較細型 SUV 定位嘅零跑 A10（4270/1810/1635mm，軸距 2605mm），喺車長、車闊、軸距方面都要更有優勢。

（長安啟源全新 Q05）（零跑 A10）

實際乘坐體驗上，長安啟源全新 Q05 後排膝部空間有 320mm，身高 175cm 嘅乘客坐入去腿部空間都可以擁有接近 2 拳嘅餘量；而零跑 A10 雖然空間利用率唔錯，但係受限於軸距，後排腿部空間只能話夠用。最主要喺前排座椅部分，長安啟源全新 Q05 駕駛位仲畀到加熱/通風/按摩功能，而零跑 A10 只有加熱功能，好似夏季用車或者長途駕駛嘅時候，長安啟源全新 Q05 駕駛員嘅感受會更舒適輕鬆啲。

（長安啟源全新 Q05）（零跑 A10）

儲物能力，兩部車嘅表現都幾唔錯，長安啟源全新 Q05 後備廂基礎容積達到咗 540L，其中仲有 90L 嘅下沉式儲物格，能夠輕鬆實現乾濕分離，後排座椅放倒後，最大容積可達 1380L，好似嬰兒車、露營裝備甚至小型家電基本都放得落；當然零跑 A10 得益於唔錯嘅得房率，表現更出色，後備廂基礎容積達到咗 602L，座椅放倒後最大容積可達 1549L，近郊出遊、買菜購物等等，都無問題。

智能化：各有千秋，高配都有驚喜

智能化方面，兩部車表現都幾得嚟。硬件方面兩部車都配備咗 14.6 吋中控大屏 + 智能車機嘅配置，包括車聯網、手機車機互聯、應用商店、語音控車等功能都有配備，不過今日比較嘅呢款長安啟源全新 Q05，由於融入咗 AI 大模型，仲支援連續對話、可見即可講等功能，喺開車騰唔到隻手，或者想要連續完成多種操作時，感受會更智能方便啲。

（長安啟源全新 Q05）（零跑 A10）

而家大家買車都比較在意嘅輔助駕駛部分，今日呢兩款車型均配備咗基礎嘅 L2 級輔助駕駛系統，包括 ACC 全速自適應巡航、車道居中保持、AEB 主動煞車等功能都有配備，好似跑長途高速、或者遇到“鬼探頭”等突發情況都能有效應對。其中零跑 A10 仲多咗輔助泊車入位功能，對新手司機嚟講要更友好啲。

（長安啟源全新 Q05）（零跑 A10）

值得一提的是，兩部車嘅高配版本都提供咗激光雷達智能輔助駕駛方案，都能實現高速領航、自動泊車輔助等功能，不過零跑 A10 售價 8.68 萬嘅頂配車型就有畀到，而長安啟源全新 Q05 門檻略高啲，優惠後 9.99 萬版本先有配備。

動力性能：長安啟源全新 Q05 性能更強，加速更輕快。

（長安啟源全新 Q05）（零跑 A10）

動力方面，長安啟源全新 Q05 搭載咗 120kW 嘅永磁同步馬達，最大扭矩 190N·m，日常城市代步好輕快，超車並線都好有信心。而零跑 A10 嘅馬達功率為 90kW，最大扭矩 150N·m，零百加速約 10.6 秒，日常使用基本可以滿足，但係相比長安啟源全新 Q05 動力稍遜一籌。電池與續航：寧德時代加持，冷卻方式有講究

電池部分，長安啟源全新 Q05 全系標配寧德時代電芯，10 萬內少見。本文討論嘅呢台長安啟源全新 Q05 擁有 405km 純電續航（CLTC），日常通勤一週充一次電完全夠用。而如果你對續航有更高要求，長安啟源全新 Q05 仲有 506km 續航版本可選，優惠價 8.99 萬起；零跑 A10 則配備咗 505km 嘅純電續航（CLTC），數據佔優，但係電芯來自國軒高科或江蘇正力，相比之下，長安啟源全新 Q05 嘅電池安全性更可靠啲。

（零跑 A10）

補能速度方面，長安啟源全新 Q05 支援 3C 快充，30%-80% 充電只需要 15 分鐘；零跑 A10 支援 2.5C 快充，30%-80% 充電需要 16 分鐘，兩者差距唔大。而且兩部車都支援對外放電，能夠滿足戶外露營嘅需求。

（長安啟源全新 Q05）

最後單獨講下大家比較關心嘅電池冷卻方式。長安啟源全新 Q05 入門版採用直冷技術，中高配車型都係液冷；零跑 A10 僅 505km 版本配備液冷，403km 版本仍使用風冷。實際使用嚟講，液冷喺高溫環境、大功率快充場景下運行更穩定，可有效抑制電池溫升，降低熱失控風險，全方位守護電池安全嘅同時延緩電芯衰減、延長使用壽命。對比嚟講，長安啟源全新 Q05 全系冷卻方案整體更優，電池安全保障能力顯著領先。

（長安啟源全新 Q05）（零跑 A10）

綜合嚟講，長安啟源全新 Q05 同零跑 A10 都係 7-8 萬價位好有競爭力嘅全球品質純電 SUV。零跑 A10 勝在更長嘅續航同主流嘅車規級座艙晶片，適合對續航具有一定要求嘅用戶；而長安啟源全新 Q05 則喺空間、動力同電池品質上更有優勢，全系標配寧德時代電芯亦叫人更放心。對於大多數家庭用戶嚟講，更大嘅空間、更輕快嘅動力同更可靠嘅電池，帶來嘅日常使用體驗提升會更明顯。再加上長安啟源全新 Q05 背靠央企大廠，今年 5 月仲喺泰國上市，經過咗國內外市場嘅充分驗證，銷量同口碑都幾唔錯，綜合嚟講更加抵買。

Pada 13 Jun, Pameran Kereta Chongqing 2026 dibuka secara meriah. Changan Mazda dengan tema "Masih Mazda", membawa superkaran legenda klasik MX-5, model tenaga baharu global MAZDA EZ-6 (berikut dipanggil EZ-6), MAZDA EZ-60 (berikut dipanggil EZ-60) serta EZ-60 Edisi Mazda yang dilancar pada April muncul di pameran Dewan N8, memaparkan sepenuhnya hasil terbaru transformasi tenaga baharu syarikat, dan mengumumkan serentak beberapa acara co-creasi pengguna. Seterusnya, Changan Mazda memperkenalkan promosi besar pertengahan tahun 618, berasaskan subsidi kerajaan sehingga 20,000 Yuan dan subsidi kilang 17,000 Yuan, pembelian model terpilih boleh menikmati set istimewa bernilai 7,999 Yuan.

Bukti Kuat Kereta Global, Menubuhkan Penanda Nilai Tenaga Baharu

EZ-6 dan EZ-60 dibangunkan berdasarkan piawaian global dari awal pembangunan produk. Dari segi reka bentuk, EZ-6 mendapat anugerah "Kereta Reka Bentuk Tahunan Dunia 2026", menjadi model tenaga baharu China pertama menerima kehormatan ini, EZ-60 lebih menjadi SUV tunggal di dunia yang sekaligus menerima 8 anugerah reka bentuk teratas dunia. Dari segi keselamatan, kedua-dua model dibina mengikut piawaian lima bintang China-Eropah, EZ-6 memperoleh 5 pengesahan keselamatan berautoriti termasuk C-NCAP, E-NCAP, keselamatan bateri EZ-60 memenuhi piawaian baharu China dan Eropah lebih awal, Changan Mazda juga berjanji kepada semua pengguna tenaga baharu "Ganti rugi terbakar bateri sepanjang hayat, tanpa had jarak dan tanpa had pemilik".

Dari segi pengendalian, EZ-60 berjaya membawa pulang Juara Kelas SUV Lumba Lintasan, Naib Juara Kejohanan Lumba Lintasan Keseluruhan bagi Kereta Tenaga Baharu China, mengesahkan kekuatan pengendalian yang terhebat. Di lokasi pameran, pengguna Changan Mazda sekaligus juara pemandu Ji Hao, berkongsi pengalaman memandu EZ-60 Elektrik Tulen asal kilang tanpa pengubahsuaian dalam Kejohanan Lumba Kereta Tenaga Baharu China, dalam laluan keras selama 6 hari 910 km, menghadapi persaingan model penyertaan hibrid plug-in/ekstensi julat kebanyakannya, dengan keutamaan kualiti EZ-60 yang stabil dan penalaan "Keserasian Penuh Pemandu dan Kereta", menembus keluar daripada 100 kereta penyertaan 27 jenama, menyelesaikan pengesahan terhad prestasi kereta pengeluaran kilang EZ-60.

[Pengguna Changan Mazda, Juara Pemandu Ji Hao]

Saat ini, Changan Mazda telah berjaya memperoleh pengesahan kenderaan lengkap bagi tiga pasaran utama Eropah, United Kingdom, Australia, menjadi pengeluar kenderaan tenaga baharu konsolidasi China pertama yang mendapat ketiga-tiga pengesahan ini. Kualiti global yang kukuh memenangi pengiktirafan meluas pasaran antarabangsa, hujung Mei, lebih 80 pengedar luar negara dari Eropah, Australia, Thailand datang khusus memeriksa kilang Nanjing, memberikan penilaian tinggi terhadap sistem pembuatan dan kawalan kualiti. Saat ini, penjualan dan prapenjualan luar negara EZ-6 dan EZ-60 terus meningkat, di pasaran domestik, EZ-60 telah berturut-turut 7 bulan menjadi juara jualan SUV sederhana kuasa baharu konsolidasi.

Pengerusi Operasi Pemasaran Kereta Changan Mazda, Wu Xuxi menyatakan: "Changan Mazda telah menjadi pangkalan reka bentuk, penyelidikan, pembuatan dan pusat eksport kenderaan tenaga baharu global Mazda. Kami berjanji dengan tegas, setiap pengguna tenaga baharu Mazda memiliki sebuah kereta global yang sebenar."

[Pengerusi Operasi Pemasaran Kereta Changan Mazda Wu Xuxi]

Mengekalkan Pemikiran "Pengguna+" Membina Komuniti Nilai Jenama dan Pengguna

Pengguna 5 juta pasaran China adalah rakan perjalanan pembangunan jenama Changan Mazda, pencipta nilai. Tahun 2026, Changan Mazda berterusan melaksanakan pemikiran "Pengguna+", melancarkan siri acara co-creasi pengguna, membina ekosistem pengguna dimensi penuh dan kitaran hayat penuh, menjadikan janji "Masih Mazda" tidak hanya tercermin dalam butiran nilai produk, malah tertanam dalam resonans emosi dengan setiap pengguna. Bagi pengguna yang menyertai siri acara Changan Mazda dan peminat Mazda, ada peluang untuk menyertai Perayaan Peminat 2026.

"Perjalanan Keinginan" yang dilancarkan awal tahun, dengan gerakan bersama "Pengguna Mewujudkan Harapan, Jenama Memberi Sokongan", menjadikan Changan Mazda benar-benar masuk ke dalam kehidupan pengguna. Di sebalik setiap keinginan, adalah hubungan emosi unik antara pengguna dan Mazda. "Kumpulan Cerita Pemilik" yang diterbitkan sehingga 11 edisi, menjadi tingkap paparan semangat peminat Mazda: Di sini ada ahli kemanusiaan yang menderma ke sekolah rendah miskin selama 7 tahun berturut-turut, ketua yang menganjurkan kelab kereta untuk menyokong kanak-kanak istimewa selama 4 tahun berturut-turut, ada pasangan manis yang saling kenal kerana Mazda. Cerita sebenar yang hidup ini membentuk warna latar paling menarik jenama Changan Mazda.

Plan "Pencipta Gembira Mazda" dan "Agensi Ramai-Ramai", memberikan platform co-creasi nilai jenama untuk pengguna. Sejak dilancarkan, banyak peminat Mazda muncul yang merakam kehidupan memiliki kereta dengan kamera, memindahkan nilai produk dengan reputasi. Pemilik EZ-60 "Generasi 00-an" Sun Jingyi berkongsi perasaannya sebagai "Pencipta Gembira Mazda": "Biasanya sibuk bekerja, tetapi boleh menggunakan masa lapang untuk berkongsi pengalaman memandu. Saya baru, penyertaan pertama, tetapi sama ada rakan kereta atau pekerja Changan, akan membantu saya sepenuh tenaga, Jika anda pemilik Mazda, suka berkongsi, suka membuat kawan, selamat datang menyertai Pencipta Gembira Mazda".

[Juara Pemandu Ji Hao (Kiri) / "Pencipta Gembira Mazda" Sun Jingyi (Kanan) berkongsi kehidupan memiliki keretanya]

Musim Kedua "Program Tunas Muda" yang dilancarkan rasmi Mei, saat ini secara beransur-ansur memasuki universiti teratas negara, berkomunikasi secara mendalam dengan pelajar muda mengenai hasil amalan Changan Mazda dalam reka bentuk, pengendalian, keselamatan, kecerdasan. Pertandingan Reka Bentuk Pengubahsuaian EZ-60 Universiti Nasional yang dibuka serentak, bukan sahaja memberi peluang idea kreatif menjadi nyata untuk karya cemerlang, malah membuka kuota amali dan latihan musim panas kepada pelajar muda, memajukan lagi penggunaan ilmu praktikal dan perpaduan industri-pendidikan.

Pelaksanaan tanggungjawab sosial, sama tidak boleh terlepas daripada penyertaan pengguna. Sejak 2015, Changan Mazda telah menderma dan membina 12 Sekolah Harapan di Yunnan, pelaburan keseluruhan melebihi 10 juta Yuan, manfaat kepada puluhan ribu guru dan pelajar. Jun, Changan Mazda sekali lagi melancarkan aksi kemanusiaan "Setiap Kilometer Ada Kebaikan", menukar setiap perjalanan pengguna kepada dana kemanusiaan, semua digunakan untuk memperbaiki keadaan belajar dan hidup Sekolah Harapan, membiarkan kasih sayang dipindahkan di atas roda.

Promosi Besar Pertengahan Tahun 618 Tiba, Berbilang Faedah Untuk Pengguna

Berpasarkan Pameran Kereta Chongqing, Changan Mazda serentak membuka acara "Nikmati Suasana Musim Panas, Nikmati Promosi Besar 618", sehingga 30 Jun, semua model mengeluarkan hadiah pembelian kereta berat: Subsidi kilang penukaran sehingga 17,000 Yuan dan subsidi kerajaan tukar lama baharu sehingga 20,000 Yuan, beli model terpilih hadiah set istimewa bernilai 7,999 Yuan (Stesen Cas Kilang Asal + Tetingkap Nyeri Naga + Tapak Kaki TPE / Pad Trunk), nikmati 0 wang pendahuluan 5 tahun faedah rendah (kadar purata 1.99% setahun) serta hak Sifar Pembakaran Sepanjang Hayat bernilai 7,999 Yuan. Selain itu, semua pengguna yang datang untuk uji kenderaan tenaga baharu dapat hadiah Foil Emas Jinling Warisan Tidak Kekerasan Negara, butiran berhubung dengan pengedar berlesen.

"Masih Mazda" bukan sekadar slogan, Changan Mazda semasa mewarisi gen jenama seratus tahun, sentiasa meletakkan keperluan pengguna pada tempat pertama. Masa depan, Changan Mazda akan berterusan membina setiap produk dengan piawaian global, menghubungkan setiap pengguna dengan kejujuran, membiarkan lebih ramai merasakan keseronokan memandu "Keserasian Penuh Pemandu dan Kereta". 13 Jun - 21 Jun, Selamat datang kepada pengguna ke Dewan N8 Changan Mazda Pusat Eksposisi Antarabangsa Chongqing, merasai keunikan kereta global secara dekat.

[First Commercial Vehicle Network Original]

Since the beginning of this year, Foton Motor's overseas business has continued the strong growth trend of last year, and the "Comprehensive Internationalization" strategy has entered a new phase.

In May 2026, Foton Motor's total sales exceeded 58,000 units, up 17.3% year-on-year; among them, overseas sales broke through again, with a single-month sales volume of 18,000 units, up 64.3% year-on-year. Cumulative sales from January to May reached 89,000 units, up 38% year-on-year, continuing to lead China's commercial vehicle exports. This report card is not only a rise in numbers but also the inevitable result of its years of adhering to strategic stability and deepening localized operations, marking that Foton's globalization process has steadily entered the harvest period of high-quality development.

For details, please refer to the latest report brought by First Commercial Vehicle Network.

Structural Growth Drives May Sales to New Highs

In May, Foton Motor's overseas single-month sales exceeded 18,000 units, up 64.3% year-on-year, continuing to lead the Chinese commercial vehicle overseas export industry. Cumulatively, from January to May 2026, Foton's total overseas exports exceeded 89,000 units, up 38% year-on-year, maintaining strong growth momentum on the basis of last year's high base, showing the resilience and vitality of its global market layout. This series of positive signals has laid a solid foundation for achieving its annual overseas goals.

Behind the high growth is the continuous optimization of the export structure and the full-scale effort of high-value-added models. The May data continued the strong momentum of the previous high-end transformation, among which the high-end product line represented by Auman heavy trucks grew particularly outstanding. In May, driven by large order deliveries in strategic markets such as Africa and Central Asia, the Auman heavy truck product line's growth also reached a new high. In addition, Foton Cavan CAVAN C1 recently appeared at the German IFAT Exhibition, receiving high attention from the European market, and also added support for the export of high-end new energy products.

From the perspective of regional markets, Foton's global map presents a gratifying situation of "blooming in multiple points and comprehensive breakthroughs". The high-end strategy in the European market has shown initial results. With the brand effect brought by the TUNLAND V9 pickup winning international awards, as well as the batch delivery of electric light trucks in Spain, European orders continued to maintain high growth from January to May. In Africa, with the successive delivery of the Dangote Group's order of more than a thousand trucks in Nigeria, and the capacity release of the local factory in South Africa, Foton has become a key participant in infrastructure construction and logistics transportation in that region. This full-spectrum breakthrough from points to surfaces, from traditional power to new energy, makes the foundation of Foton's overseas market growth more solid.

Localization Operations Build Competitive Barriers

The secret to sales continuously leading lies in Foton's deep insight into overseas market laws and the solid cultivation of "long-termism". Unlike simple trade models, Foton takes "putting global scenarios into the database" as the origin of product competitiveness. Relying on overseas technology centers spread across the globe, Foton has established a "Global Adaptability Compendium" covering 59 countries and 140 high-frequency markets, transforming 16 typical scenarios such as high temperature, high cold, and dusty into technical standards of 49 key modules and 91 quantitative performance elements, thereby ensuring that every product launched overseas can accurately adapt to local complex working conditions and user habits.

This R&D model based on big data and scenario-driven makes Foton thoroughly say goodbye to "passive fire-fighting" style after-sales rectification. For example, for the heavy load and long downhill operating conditions in the African market, Foton started from selection and verification requirements and provided a complete solution for heavy truck models; and in the high-temperature desert environment in Saudi Arabia, by optimizing the air conditioning system and thermal management scheme, the cooling effect of the bus was significantly improved. It is this extreme pursuit of details that made Foton products win the trust of global top customers such as Dangote Group and Central Asian port operators, continuously winning thousand-level large orders, and converting technical standards into real market share.

More critically, Foton's localization operations have been upgraded from "product adaptability improvement" to "whole industry chain rooting". Whether in manufacturing bases in Brazil and Thailand, or KD factories in South Africa and Saudi Arabia, Foton has not only achieved localized production but also driven the full localization of supply chains, services, and talent. In South Africa, relying on the Port Elizabeth factory, Foton provided customized heavy truck and pickup products for the local area; in Thailand, the launch of the 2000th heavy truck marked that it had deeply integrated into the local logistics system. In March this year, Foton and COSCO SHIPPING Special Carriers established a joint company to build a self-controllable sea transport supply chain system, further consolidating the logistics base for global development. This deeply bound industrial ecosystem effectively avoids trade barriers and builds a "moat" that competitors find difficult to replicate in the short term.

"Comprehensive Internationalization" Strategy Leads to Accelerate towards World-Class Commercial Vehicle Enterprises

From "Product Going Global" to "Brand Going Global", and then to "Ecosystem Going Global", Foton Motor's clear strategic path is the key to its continuous leadership in the industry. Facing global industrial changes, Foton firmly promotes the "Comprehensive Internationalization" strategy, positioning overseas business as the core growth pole and giving resource allocation. Since 2026, Foton has steadily promoted strategic execution, achieving rapid response to global market demands by strengthening the collaborative efficiency of market, product, service, and technology platforms.

Looking to the future, Foton's global layout is still pushing towards depth—in the industrial end, the local factories in key markets such as Indonesia and Saudi Arabia will accelerate production, and the local matching ratio of key components will also be further improved. This not only helps reduce production costs and risks but also deeply integrates into the local industrial chain, transforming from a purely vehicle enterprise to a provider of regional traffic solutions. At the same time, Foton is actively collaborating with excellent domestic supply chain partners to "go out together" and jointly build a more resilient global industrial system.

In terms of technology and products, Foton's "Comprehensive New Energy" and "Comprehensive Intelligentization" strategies are accelerating to extend overseas. Relying on independent three-electric core technologies, Foton is accelerating the promotion of electric, hybrid, and fuel cell commercial vehicle products' overseas coverage, and deeply integrating intelligent technologies with local needs. From the pure electric light truck eMiler listed in Singapore and the new generation medium truck Auman D series, to the TUNLAND V series hybrid pickups landing in Europe, Foton's high-end and new energy product matrix has been implemented in multiple overseas regions. Recently, the Foton brand officially landed in Suriname, further improving its strategic layout in Central America and the Caribbean. It can be foreseen that with the continuous promotion of the strategy, Foton will not only lead in sales volume but also occupy a more core position in the global commercial vehicle value chain.

Concluding Remarks

Looking back from the bright performance in May, Foton Motor's globalization journey has entered the fast lane. It has proved by practice that Chinese commercial vehicle enterprises are fully capable of competing with international giants on the global stage with technological innovation and systemized operations. Time has passed half of 2026, and Foton's overseas business is going towards the annual goal with an irresistible momentum.

钠离子电池储能，正从示范验证，走向规模化应用的快车道。

过去，钠离子电池被视为“备胎”或“补充”，但在6月工信部“钠离子电池储能产业技术与应用调研交流活动”会议上，从材料创新到系统集成，再到下游应用，产业链各环节的代表给出了截然不同的判断。

材料端、制造端、系统端与应用端的同步成熟。

钠电的时代，真的来了。

钠离子电池，最坚实的优势不是技术，而是资源禀赋的地缘政治免疫性。

锂资源全球分布极不均衡，且中国锂原料对外依存度长期超过60%。钴、镍资源同样高度集中于刚果（金）、印尼等国。

这种资源集中度，锂电产业链面临持续的地缘政治风险和价格波动风险。

钠资源则完全不同，地壳丰度约2.3%，是锂的1000倍以上；海水和盐湖中储量几乎无限；中国是全球最大的原盐生产国，2025年原盐产量超过1亿吨。

这意味着钠电正极材料的原料供应，完全不受国际资源政治约束。

材料端破局

复刻“铁锂”奇迹

钠离子电池能否大规模应用，核心在于材料和成本。

“钠离子电池正在复刻2020年磷酸铁锂之路。”容百科技钠电事业部总经理王尊志判断。

他给出了具体的数据支撑：

目前钠电正极极片压实密度已增加至2.5g/cm³，复合磷酸铁钠（NFPP）循环寿命超过15000次，量产稳定性正不断被验证。

作为正极材料龙头，容百科技正全力推进以NFPP为核心的聚阴离子路线。

王尊志透露，公司通过首创适配钠电的工艺和设备，创新性地将聚阴离子钠电材料的加工成本降低了30%-50%，这无疑是加速钠电量产的关键一招。

产能布局上，容百已在湖北仙桃落地6000吨聚阴离子正极材料产能，2026年将拓展至2.8万吨，到2027年，更计划根据市场需求新建30万吨钠电专用产线。

负极材料也有好消息。

硬碳负极成本下降速度超出市场预期，预计将从2024年的每吨6万至7万元降至2026年的3.5万至4万元，远期目标直指2.5万元/吨以下。

万华化学电池产业公司营销中心总经理魏东表示，开辟煤基、树脂基两条工程化硬碳技术路线，从根本上解决了早期依赖天然生物质原料所带来的供应限制与性能波动问题。

煤基路线成本优势突出，适合对价格敏感的场景，树脂基路线则在产品一致性和综合性能方面表现更优。

具体而言，容百科技推进的NFPP（复合磷酸铁钠）路线，其核心原料为磷酸钠、硫酸亚铁，均为大宗化工产品，供应链极其成熟。

万华化学开辟的煤基/树脂基硬碳路线，原料分别来自煤化工副产物和石油化工产品，均在中国国内有充足供应。

正极成本砍半、负极成本腰斩，材料端的降本曲线已经明确。

钠离子电池

迎来了全面产品化

材料端的成熟，电池和系统集成商，提供了登上舞台的可能。

宁德时代国内储能解决方案CTO林久标表示：“钠离子电池迎来了全面产品化时代。”

宁德时代在钠离子电池上，开拓进展迅速。

钠离子电池特性重构电化学模型，攻克了硬碳电极水分控制、产气等量产难题，产品具备宽温域及15000次超长循环寿命。

林久标介绍，宁德时代采用 “一壳双芯”平台化方案，与锂电系统保持同尺寸、可实现便捷切换。

目前已推出由3MWh直流舱与3MW升压变流一体机构成的完整储能单元，系统寿命达20年。

林久标还透露了量产和交付时间表。

宁德时代正通过产品设计和生产制造两方面推动降本，钠离子电池专用产线已建成投产。同时，由于钠电材料本身不含锂、钴、镍，它不需要承担这些战略性金属的溢价。

今年9月，公司将向客户交付首批钠离子电池储能系统，全年实现GWh级出货。 这标志着钠电储能真正进入了商业化交付阶段。

GWh级出货，意味着钠离子电池储能不再是兆瓦级示范，而是真正进入了规模化商业交付的轨道。

大单锁定

海博思创实验测试中心总经理王垒，给出了清晰的应用场景：

钠离子电池储能在大型独立储能电站、算电协同等新型高耗能场景、4-6小时及以上长时储能、高循环频次储能项目、15年以上长运营周期项目等领域，具有显著的差异化优势。

在西北某大型风光基地，配套建设一座锂钠融合的储能电站。白天，光伏大发，锂电系统负责高频次的调频响应；夜晚，当需要长达4-6小时的平稳供电支撑时，具备成本优势和长循环寿命的钠电池开始发挥作用。

这种“锂钠耦合”的模式，既发挥了锂电的高能量密度和快速响应优势，又利用了钠电的经济性和长时储能能力，实现了整体系统效益的最大化。

另外随着AI大模型的发展，“算电协同”成为了极具潜力的场景。

数据中心电力需求激增，且要求不间断、高质量供电。钠离子电池优异的宽温域性能和本征安全性，使其成为数据中心备用电源和峰谷套利的理想选择。

看到了潜在需求，市场已用脚投票，海博思创将推动钠离子电池储能的规模化应用，并打造锂钠融合储能电站示范项目，首批项目将在2026年内实施落地。

宁德时代与海博思创已签署为期3年、规模60GWh的钠离子电池储能订单。这一超级大单，为整个钠电产业链注入了强劲信心。

未来

产业链的信心，还来自顶层设计的支持。

浙江大学兼职教授、中国能源研究会特邀首席专家刘亚芳指出，展望“十五五”，钠离子电池储能产业应借政策东风加快研发和产业化落地，积极拓展大基地、算电协同等应用场景。

当然，挑战依然存在。

中国化学与物理电源行业协会动力电池应用分会研究中心总经理周波建议，行业需要快速推进全生命周期的标准与认证体系建立，加速产业化进程。

容百科技30万吨产能的规划，万华化学硬碳负极成本向2.5万元/吨迈进，宁德时代GWh级出货和"一壳双芯"的平台化设计，海博思创60GWh订单的锁定。

15000次循环寿命的技术验证，20年系统寿命的商业承诺，钠离子电池储能产业正在完成从"技术可行"到"商业可行"的关键跨越。

从材料端的降本突破，到系统端的GWh级交付，再到应用端的60GWh大单锁定，钠离子电池储能已经不再是“概念”或“备选”。

关键的一点，海博思创提出"打造锂钠融合储能电站示范项目"，宁德时代采用"一壳双芯"方案实现锂钠同尺寸切换。

钠离子电池储能的真正优势，不是替代磷酸铁锂，而是在一个大型储能系统中与锂电形成互补组合：

锂电承担高能量密度、高功率密度的主力角色。

钠电承担长时储能、高循环频次、低温环境下的辅助角色。

通过统一的平台化设计（同尺寸、同接口），降低系统集成的复杂度和切换成本。

这种"锂钠融合"架构可以优化整个储能系统的资产组合：

用钠电覆盖锂电不擅长或不经济的工况，从而提升整个电站的全生命周期收益。在这个框架下，钠电的优势不是绝对的，而是相对互补的。

冬天的汽车，那点有保障~

跟住時間進入 5 月，今年第一季度主流上市車企嘅財報相繼出爐。

如果直面財報數據，或許「人前風光、人後滄桑」呢八個字最能道盡個中感受。

今年第一季度，自主品牌嘅市場份額已飆升至 67.9%，創下歷史最高紀錄，而合資品牌嘅市場份額淨剩 24.9%，較 2021 年嘅 51.2% 直接「腰斬」。

請問，風唔風光？

然而，據財報顯示，比亞迪、吉利、奇瑞、上汽、長城呢五間頭部車企，第一季度淨利潤加埋，都唔夠寧德時代 207.38 億元嘅三分之二。

一個做電池嘅，單季淨賺 207 億，平均每日賺 2.3 億元，而五間中國最大嘅整車廠捆埋一齊，都打唔贏。

而家，我哋唔關心時間都去邊度啦，就關心「整車廠嘅錢去邊度？」

國家統計局數據顯示，第一季度汽車行業收入 2.41 萬億元，同比下降 0.2%；成本 2.14 萬億元，同比增長 0.7%；利潤 784 億元，同比大跌 18%。

行業銷售利潤率淨剩 3.2%，遠低於下游工業企業約 6% 嘅平均水準。

第一季度汽車產銷累計完成 703.9 萬輛同 704.8 萬輛，同比分別下降 6.9% 同 5.6%。

「量減利跌」，一個都跑唔甩。這就是基本面。

但如果把目光死死盯住「賺咗幾多」那就落咗俗套，要看看「錢花咗喺邊度」、「結構發生咗乜嘢變化」，或許先係另一番景象。

所以，先講主觀因素。

比亞迪第一季度歸母淨利潤 40.85 億元，同比腰斬 55.38%。單睇呢個數字，的確扎眼。

但請注意，佢嘅營收依然高達 1502.25 億元，穩居行業第一。毛利邊 18.81%，仍係優等生。

比亞迪嘅利潤「腰斬」，本質上係主動選擇嘅結果。

從年初推出智駕版「降價增配」，到多款主力車型持續讓利，這係一場以利潤換市場份額嘅精準戰役。

結果係，比亞迪嘅終端市占率唔降反升，牢牢守住咗新能源市場嘅半壁江山。

再睇資產負債率 70.94%，喺主流整車廠中偏高。但高負債對應嘅係乜嘢？係全球範圍內大規模投建電池同整車產能。

泰國工廠、巴西工廠、匈牙利工廠……比亞迪正用而家嘅資本支出，鋪明曰嘅全球化版圖。呢啲產能一旦投產，帶來嘅將係規模效應嘅指數級釋放。

除咗比亞迪，賽力斯係呢份榜單入面最值得玩味嘅企業。

營收 257.46 億元，同比增長 34.46%，增速排第二。歸母淨利潤 7.54 億元，同比微增 0.89%，但扣非淨利潤淨 1.03 億元，同比下降 73.87%。

好多人會講「去掉補貼就唔賺錢」，但換個角度睇，賽力斯第一季度研發費用 17.94 億元，同比暴增近 70%；銷售費用 37.19 億元，同比暴增 39.7%。

呢啲錢花咗喺邊度？花喺同華為深度合作嘅問界系列產品嘅產品迭代上，花喺渠道擴張同品牌建設上。

顯然，喺打造高端品牌嘅過程入面，賽力斯嘅選擇係：搶份額、建認知，先至講利潤。

問界品牌市場地位越來越穩嘅現狀就足以證明，規模效應一定會帶來費用率嘅下降。呢唔係盲目燒錢，呢係初創高端品牌嘅標準打法。

上汽集團表現得相對穩健。

營收 1404.18 億元，同比淨微降 0.31%；歸母淨利潤 30.26 億元，同比微增 0.09%。

喺行業大環境如此艱難嘅情況下，上汽仲可以保住利潤持平，佢合資板塊嘅韌性以及出口業務嘅支撐功不可沒。

吉利營收 837.76 億元，同比增長 15.25%，係頭部企業入面數唔多嘅營收雙位數增長者。歸母淨利潤 41.66 億元，同比下滑 26.56%。

表面睇係「增收唔增利」，其實，利潤下滑嘅主因係吉利喺新能源轉型上嘅持續重投入。

極氪、銀河、領克新能源……多品牌矩陣嘅研發同渠道建設，都需要真金白銀。

所以，第一季度，吉利利潤入面嘅相當一部分從現金變成咗技術資產同品牌資產。

無獨有偶，同佢類似嘅仲有長城汽車。

長城營收 451.09 億元，同比增長 12.72%；歸母淨利潤 9.45 億元，同比下滑 46.01%。

營收嘅雙位數增長說明一件事，長城嘅坦克品牌、皮卡業務、海外市場都喺強勁發力。

利潤下滑嘅核心原因係產品結構升級帶嚟嘅成本增加。

其中，坦克系列、魏牌高端車型嘅研發同材料成本遠高於傳統 SUV。但呢正正係長城主動選擇嘅路徑，唔做低端內捲，堅持向上突圍。

所以，長期睇長城產品嘅溢價能力提升先係關鍵。

奇瑞汽車營收 685.70 億元，同比降 3.45%；歸母淨利潤 41.70 億元，同比降 10.32%。

奇瑞雖然迎嚟雙降，好過海外市場仲足夠堅挺，降嘅都唔多，喺可控、可接受範圍內。

長安汽車嘅數字則難看啲稍顯過分一啲。佢歸母淨利潤淨 3.51 億元，同比暴跌 74.09%。長安正處喺產品結構調整同轉型嘅關鍵期，萬望小心。

亦冇必要絮絮叨叨繼續落去數落咗，總之家家都有家家嘅喜怒哀樂。但係，要問「整車廠嘅錢去邊度？」主觀因素固然關鍵，客觀原因同樣唔可以忽視。

開門見山地講。

既然電池廠賺錢咗，咁第一條客觀原因，亦係最重要嘅一條原因就係，電池價格暴漲。

進入 2026 年以來，碳酸鋰價格從每噸約 11 萬元飆升至 18 萬元左右，漲幅超 60%。

電池佔整車成本嘅三、四成，光呢一項，一輛中型電動汽車嘅成本直接多出 5000 元。

「禍不单行」，另一邊，車規級存儲芯片價格暴漲。

其中，DDR4 同 DDR5 內存累計漲幅分別達到 150% 同 300%。銅、鋁等金屬價格都喺上行，整個上游大宗商品就冇一個省心嘅。

那邊厢成本暴漲，呢邊厢價格戰仲喺繼續。

掐指一算，呢輪價格戰已經持續咗整整三年。最慘烈嘅結果已經出現，汽車行業利潤從 2022 年嘅近 6% 一路跌到今年前兩個月嘅 2.9%，單車毛利從 2 萬元掉到 1.1 萬元，近乎腰斬。

如果一個行業長期低於 5% 嘅利潤率，那就唔係喺做買賣啦，而係喺做慈善。

好彩有啲積極嘅苗頭已經出現。

第一季度尾、第二季度開始，陸續超過 15 間新能源品牌陸續發佈調價公告或收緊終端優惠。

嚟自權威機構調查數據顯示，對價格戰持消極態度嘅消費者佔比 22.2%，超過持積極態度嘅 16.5%。消費者已經厭倦咗汽車「買完就貶值」嘅現狀啦。

今年 2 月，國家市場監督管理總局《汽車行業價格行為合規指南》正式發佈，明確禁止低於成本嘅傾銷行為。

顯然，政策面、市場面、資金面，三股力量正喺共同推動價格戰走向終點。

好啦，姑且畀個小結。

從行業全局嚟睇，而家最根本嘅問題唔係缺訂單、唔係缺技術、甚至唔係缺錢。

我哋缺嘅係「秩序」，一個能夠令整車廠獲得合理利潤嘅產業秩序。

無論點樣，主機廠冇掙錢係事實。要扭轉局面，需要做嘅嘢似乎都唔難諗。

例如，車企得自己將價格戰嘅「戰場」撤咗。

提價好似唔大可能，但回到正常嘅商業邏輯嚟，維持合理嘅定價體系，透過產品力同服務競爭，而唔係無窮無盡嘅終端優惠同變相降價係完全可以嘅。

仲有，產業鏈垂直整合必須提速。

比亞迪為乜喺激烈競爭中維持相對穩定嘅毛利率？因為佢有自己嘅電池廠、自己嘅供應鏈。

但係，既然我哋喺上文講到「產業秩序」，喺新能源汽車滲透率突破 60% 大關嘅「美好時刻」，我哋都係要一如當年，新能源蹣跚起步時咁，尋求「政策」嘅幫助。寄望政策引導從「要增量」嘅主要任務轉向「要質量」。

過往及而家，因為「要增量」，政府掏腰包嘅「舊換新政策」立下咗汗馬功勞，但也可能喺客觀上令車企對「以價換量」嘅市場操作念念不忘。

價格戰因此，想停仲停唔到。

「要質量」對產業嘅促進則高級得多。

例如，芯擎科技公司成長記，就係一個典型案例。

由吉利、百度兩家資本注入嘅芯擎科技於 2018 年湖北武漢起步。

2021 年，公司處於研發關鍵期，湖北國資長江產業集團分三期投資芯擎科技 9 億元，力保科研順利進行。

而家，芯擎科技嘅智能座艙芯片已用於吉利領克、一汽紅旗等 10 款國內外主力車型。

呢就係「要質量」嘅政府資本干预，如果呢種陪住搞研發嘅「耐心資本」多多益善，佢必然可以改善產業環境、秩序。

最後，回到一個更樸素嘅問題。

一間車企，正常經營，正常盈利，然後將賺到嘅錢投入到下一代技術同產品入面，呢就係最簡單嘅商業閉環。

今年第一季度嘅中國上市車企嘅財務業績話我哋，千祈唔好令呢個閉環產生裂痕。

5月 26 日，正新橡膠召開股東會，全面改選董事。新一屆董事會由創辦人羅結家族成員與資深專業經理人共同組成，羅結次子羅才仁重新接任正新董事會主席，總經理由羅家第三代羅元隆擔任。

原任董事會主席陳榮華續任董事，原總經理李進昌升任副董事會主席，標誌著正新經營團隊實現平穩交接，羅家第二、三代接班梯隊正式就位。

外界觀察，羅才仁長期深耕業務一線，歷任正新橡膠（中國）總經理與董事會主席，主導崑山等重要生產基地的建廠與運營。此次重掌董事會主席職務，業界認為將有助於其帶領正新在全球多變的貿易環境中，精準鞏固海外主力市場。

新任副董事會主席李進昌憑藉專業技術與製造經驗，由總經理升任副董事會主席。他在正新集團擁有完整的生產、重慶與中國區總經理等實務歷練，尤其對工廠智能化轉型、產線效率提升、成本管控貢獻顯著。

新任總經理羅元隆作為羅家第三代成員，加入經營團隊後將注入創新活力。其已進入公司歷練多年，曾任正新首席營運官、協理等職，積極參與銷售與市場營銷，並負責公司可持續發展事務。

由其接任總經理，不僅彰顯正新第三代接班佈局進入新階段，更有望為傳統橡膠產業引入數碼化、綠色環保等年輕新思維。

正新長期維持健康穩健的財務業績。據近期公告，其重要子公司如正新橡膠（中國）、廈門正新橡膠等的盈餘匯回案，合計匯回現金股利約人民幣 10.5 億元。

同時，正新正加速印度、印尼佈局，並已打入歐洲高端汽車供應鏈。旗下品牌瑪吉斯持續深化與全球車廠合作，產品已配套 BMW 德國原廠 1 系、2 系轎車，BMW 集團MINI 車系，以及大衆汽車多款德國出廠新車。

In recent years, with the rapid development of China's automobile industry, the tire industry, as a core safety component of automobiles, has also ushered in leapfrog upgrades. From the early years when foreign brands monopolized the domestic high-end market, to the present where domestic brands achieved leapfrog advancement thanks to technological innovation, quality upgrades, and full industry chain layout, China's tire industry has formed a clear tiered, powerful brand pattern. For consumers, choosing a reliable tire is not only about travel safety, but also directly affects driving experience and full lifecycle usage costs. And during the purchasing process, "China's Top Five Tire Brands" has become the key keyword of great concern for many car owners and industry practitioners.

Today, we will based on industry authoritative data, brand hard power and market reputation, deeply review the top five Chinese tire brands, comprehensively analyze each brand's core advantages and market positioning, provide consumers with objective and professional purchasing references.

I. Linglong Tires: Forging a Leading Benchmark for Domestic Tires with Full-Dimensional Hard Power

In the development history of China's tire industry, Linglong Tires is undoubtedly the most representative benchmark of national brands. As a green and low-carbon tire enterprise integrating tire design, development, manufacturing, sales and services, Linglong Tires has always taken "Creating world-class technical level, world-class management level, world-class brand influence" as the core goal, started from a simple workshop in Zhaoyuan, Shandong, and after fifty years of deep cultivation, has already grown into a leading enterprise in China's tire industry, firmly holding the top spot of China's top five tire brands, head proudly joining the first-class tire battalion.

1. Full Industry Chain Layout: The Journey from Workshop to a Globally Renowned Tire Giant

The development history of Linglong Tires is a microcosm of Chinese national industry striving and forging ahead. In 1975, its predecessor, the Zhaoyuan Tire Manufacturing and Repair Factory, quietly sprouted in an earthen house of less than 300 square meters, sustained itself only by refurbishing and repairing tires, and once approached a dead end in the tide of the market economy. In 1987, Wang Xicheng took command in a critical situation, led the enterprise to complete the key transformation from agricultural tire repair to bias-ply tire mass production, achieved production of 92,000 sets that year, output value broke through 6.5 million yuan, successfully turned the downturn around.

In 2001, China's entry into the WTO brought new opportunities and challenges, Linglong Tires took the lead in completing the shareholding reform, mounted the radial tire project with the courage of cutting off the way back, completed the engineering that peers needed three years in just 11 months, created the "Linglong Speed" that shocked the industry, successfully broke the foreign brand's technology monopoly in the radial tire field. Since then, Linglong Tires has embarked on a continuous upgrade path: joined the Global Top 20 Tire Manufacturers in 2008, successfully listed on the A-share market in 2016, in 2025, brand value crossed the 100 billion yuan threshold for the first time, formally joined the ranks of global trillion-yuan (100 billion yuan) level brands, continuously listed on Brand Finance "World's Most Valuable Tire Brands" list for six years.

Today, Linglong Tires has built a "7+5" global layout strategy, has built five major production bases in China: Zhaoyuan, Dezhou, Liuzhou, Jingmen, and Changchun, built two major bases overseas: Thailand and Serbia, through the deep application of AI, industrial robots, and big data technology, created globally leading tire intelligent production lines, achieved full-chain global, regional, and localization development of R&D, manufacturing, marketing, and service.

2. Supply Power is King: Securing 70+ Global Car Manufacturer Supply, Firmly Holding the New Energy Supply Sales Champion

In the tire industry, Original Equipment (OE) supply is the gold standard for testing tire brand technology and quality: being able to enter the supply chain system of global mainstream car manufacturers means the brand has passed all dimensions of technology R&D, quality control, supply chain stability, etc., and have passed the harshest tests of the automotive industry. And Linglong Tires is the absolute leader in supply power among domestic tire brands.

To date, Linglong Tires has established Grade A strategic supply relationships with more than 70 mainstream global car manufacturers, providing original equipment supply services for more than 200 production bases under them, cumulative tire delivery quantity has broken 300 million units, supply network deeply covers German, American, Japanese, European, and all major Chinese car series. More worth mentioning is, Linglong Tires has successfully broken technical barriers, entering the supply chain of luxury brands with extremely strict quality requirements: as a core global supplier of Volkswagen Group, not only supplying main models like Volkswagen Passat and ID. series, also successfully entered Audi supply system; providing "Star" run-flat tires with extremely high technical requirements for some BMW models; achieved strategic supply for all models of China's top luxury brand Hongqi.

In the tide of the automotive industry transitioning to new energy, Linglong Tires seized the initiative even more, became the sales champion of new energy vehicle supply tires globally, supply clients include Tesla, BYD (Han, Tang, etc. all core models), Volkswagen ID. series, General Wuling (all series), Hongqi, Leapmotor, Seres, and other global top and mainstream new energy brands, for many years, firmly held the first echelon of China's new energy vehicle tire supply.

3. Technological Innovation as Core: With National-level R&D Power, Breaking Foreign Brand Technology Barriers

In the tire market with strong hands like forests, Linglong Tires' winning tool is always continuous increasing investment in innovation R&D. Over the more than 20 years since 2001, Linglong Tires' R&D expenses accounted for an average of 3%-5% of sales revenue, far exceeding the average level of Chinese and even international tire enterprises, built a "Three Countries Eight Places" global open R&D system, established research branches in Beijing, Shanghai, Jinan, Yantai, Akron USA, Hannover Germany, relying on national recognized enterprise technology centers, national industrial design centers, and nationally recognized laboratories, built China's first large-scale outdoor comprehensive tire test field—Central Asia Tire Test Field, provided top-level hardware support for product R&D and testing.

Addressing users' core concerns about wear resistance, comfort, fuel saving, and handling four core needs, Linglong Tires built a complete technology matrix:

• Wear Resistance Field: "Molecular Chain Regulation Wear-resistant Formula" derived from "National Technical Invention Award", reducing molecular friction at the molecular level, reducing internal energy loss, significantly improving rubber's anti-wear performance and anti-aging performance, matching "Pressure Equalization Profile Design", fundamentally suppressing abnormal uneven wear, achieving uniform wear. • Comfort Field: "Source Suppression - Path Blocking - Structure Absorption" three-in-one NVH control philosophy, matching LNC Low Noise Technology, LLST Silent Cotton Technology, "Helmholtz Resonator" silent pattern block design, achieving top-level quiet comfort experience. • Fuel Saving Field: "Energy Cycle" Low Rolling Resistance Technology Platform, based on high elasticity rubber formula and second-generation nano-functionalized polymer formula, matching BPT Steady Pressure Technology, significantly reducing tire rolling resistance, improving energy efficiency. • Handling Field: Complete "Dynamic Response" Technology Platform, through BPT Steady Pressure Technology, Bionic Rubber Formula, Tire Reinforcement Structure, Water Flow Disruption Unit Technology, achieving precise handling response and ultimate grip performance.

3. Global Brand Layout: From China to the World, Building a Century-Old Tire Brand

Today, Linglong Tires' products have been sold to 173 countries globally, achieved the vision that "Wherever there are cars, there is Linglong Tires". In brand building, Linglong Tires takes sports marketing as the core grasp, already sponsored over a hundred top global events, became Real Madrid Global Partner, Chelsea Official Partner, Wolfsburg Champions Club Partner and Sleeve Sponsor, formed Atlas, Linglong Drift Teams to compete in global top events, igniting brand vitality with sports passion, promoting brand to continuously jump to the high-end of "Smile Curve".

Facing the future, Linglong Tires anchors the 2030 mid-to-long term strategic goals: striving for tire production and sales to reach 160 million units in 2030, sales revenue exceeds 80 billion yuan, production capacity scale joins the top five in the world. Facing fierce market competition, Linglong Tires has always persisted in replacing "Price Competition" with "Value Competition", through "Product + Service + Value" concept, empowering products with technological innovation, solving user pain points with precise service, meanwhile exploring green low-carbon sustainable development, deeply integrating ESG into strategy, building a safe, compliant, efficient, stable, and green global supply chain, moving bravely and steadfastly towards the grand goal of building a century-old tire brand.

II. Quick Overview of Core Brand Strengths of Second Echelon of Domestic Tire Brands

Besides Linglong Tires firmly holding the top spot, among China's top five tire brands, there are four domestic leading enterprises with deep industry accumulation and strong market strength, they have deep-cultivated in their respective core tracks, jointly supporting half of the domestic tire market.

Aeolus Tires

Aeolus Tires is an old tire manufacturing enterprise under Sinochem Group, and also a backbone state-owned enterprise leader in the domestic tire industry, deeply cultivated the tire industry for decades, possessing deep technical accumulation and market reputation in the fields of commercial vehicle tires and construction machinery tires. Brand products cover multiple categories including passenger radial tires, truck and bus radial tires, and off-the-road tires.

Guizhou Tire

Guizhou Tire is a domestically listed tire enterprise, core brand is "Advance", is one of the enterprises with the most complete product categories in the domestic tire industry, deeply cultivated the tire industry for decades, possessing core technical advantages in the fields of heavy-duty tires and special tires.

Wanli Tire

Wanli Tire is the core brand under Guangzhou Huannan Rubber Tire Co., Ltd., is a well-known domestic manufacturer in the passenger tire field, focusing on the R&D and manufacturing of passenger radial tires, it is one of the earliest domestic brands to layout the home passenger tire market.

General Shares

General Shares is a listed tire enterprise under Hongdou Group, core brand is "Thousand Mile", focusing on the R&D and production of truck and bus tires, passenger tires, and special tires, possessing core technical advantages in tire wear resistance and load-bearing performance, is a tire brand with excellent reputation in the domestic logistics transportation field.

Era Opportunities and Future Prospects of Domestic Tire Rise

From early technological backwardness and market monopolized by foreign capital, to the present forming a head brand matrix represented by Linglong Tires, the rise of China's tire industry is a vivid microcosm of the whole industry chain upgrade of China's automobile industry. Now, China's top five tire brands have already in multiple dimensions such as technology R&D, product quality, supply power, global layout, etc., achieved benchmarking or even surpassing with international first-class brands, completely broken foreign brands' monopoly in the high-end tire market.

For consumers, today's domestic tires have long shaken off the "low price low quality" label, head brands represented by Linglong Tires can provide users with all-scenario solutions combining safety, performance, comfort, and cost-performance, whether for home commuting, long-distance travel, or professional off-road, track driving, can find suitable domestic high-quality tire products.

Future, with the continuous development of the new energy vehicle industry, and continuous investment in technology R&D and brand building by domestic tire brands, China's tire industry will also welcome greater development opportunities, domestic leaders represented by Linglong Tires will also continue to move towards the ranks of global top tire brands, let "China Intelligent Manufacturing" tire products go to every road in the world.