2026 年 5 月 28 日，上海北外灘世界會客廳，上汽集團迎來了全球第一位億位用戶。中國汽車行業由此誕生了首家累計產銷量突破一億輛的汽車集團。

一億輛，是一個數字，更是一段歷史。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，實現了上海轎車製造“零的突破”。從那個敲敲打打的年代，到 2026 年高端智能電動車型搭載全線控底盤和 AI 大模型駛下生產線；從 1983 年桑塔納開啟合資合作、建立現代化汽車工業體系，到 2025 年海外累計銷量突破 700 萬輛、產品遍布 170 多個國家和地區——這一億輛串起了中國汽車工業從無到有、從弱到強的完整進程。而在這段進程中，上汽集團既是見證者，也是主要的推動者。

一億輛的底盤，來自全體系能力

一億輛不是某個單一品牌的功勞，而是上汽集團全價值鏈協同發力的結果。2026 年 1-4 月，上汽集團累計銷售 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%。這三組數據揭示了上汽當下的增長邏輯：自主擔綱、電動領跑、全球突圍。

交付儀式當天，上汽旗下十餘個品牌、十九款車型以“全球接力交付”的方式聯動。自主品牌全線覆蓋個人出行、家庭生活、商用運營、物流運輸等多元場景；合資板塊則集中亮出“合資 2.0"的階段性成果。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。這種橫渡山海、跨越洲際的交付方式，背後是一套完整的全球價值鏈閉環。

上汽的體系能力體現在多個層面。在零部件與物流端，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，年運輸能力超過千萬輛級。在研發與製造端，上汽在海外擁有超 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。在產品和市場端，上汽產品和服務遍布 170 餘個國家和地區，多個自主品牌在海外市場持續領跑。2025 年，上汽發布海外"Glocal 戰略”，從“產品出海”邁向“價值鏈出海”——這意味著上汽不再只是向海外輸出產品，而是在當地建立研發、生產、銷售、服務的完整生態，讓“中國智造”真正扎根全球。

貫穿這一征程的，是上汽始終秉持的“懂車更懂你”理念。懂車，是對核心技術的極致追求——從桑塔納國產化共同體到合資 2.0 技術共創，從國內首個全線控底盤到固態/半固態電池、AI 大模型上車。以固態電池為例，上汽已完成半固態電池的量產裝車，下一代全固態電池正在加速落地，能量密度和安全性將實現躍升。AI 大模型方面，上汽將大語言模型與車輛控制深度融合，讓車機不僅能“聽懂話”，更能“讀懂場景”，主動為用戶推薦路線、調節座艙環境。懂你，則是把每一項前沿科技精準落地為用戶可感知、可享受的出行體驗。一億輛，既是一億份用戶信賴的集中兌現，也是上汽對中國汽車工業“從大到強”交出的階段性答卷。

合資 2.0 的樣本，如何為下一個一億輛蓄力

上汽集團的一億輛，是自主、合資、海外三大板塊協同發力的結果。其中，合資板塊不僅貢獻了可觀的銷量基盤，更在新能源轉型中率先探索出一條“合資 2.0"的新路徑。作為集團成立最早、累計銷量貢獻最大的合資企業，上汽大眾正是這一路徑的核心踐行者。

在一億輛的宏大敘事中，上汽大眾是一個無法繞開的名字。它不僅為集團打下了堅實的製造和供應鏈基礎，從桑塔納國產化共同體培養出的第一批本土供應商，到如今覆蓋全國的高效生產網絡，更在新能源時代，率先探索出“合資 2.0"的新範式。

ID. ERA 9X 便是這一範式的代表作。作為大眾全球首款 9 系旗艦 SUV，它深度融合了“德系底蘊 + 中國智慧”：搭載 EA211 黃金增程器、行雲智能輔助駕駛系統（全球首發 Momenta R7 強化學習世界模型）、雲棲智艙等九大黑科技。上市一個月，ID. ERA 9X 累計交付超 7000 輛，成功躋身 30 萬級以上增程大型高端 SUV 市場前三。

值得一提的是，ID. ERA 9X 第 6,999 位車主——前國腳楊晨，恰好成為了上汽集團第 99,999,999 輛整車的用戶。楊晨是首位征戰德甲的中國球員，他的選擇，在某種程度上也是一種隱喻：德系底蘊與中國力量的結合，正在新能源賽道上產生新的化學反應。這一巧合，也象徵了合資板塊與集團整體命運的深度綁定。

但 ID. ERA 9X 的意義遠不止於銷量。它標誌著合資模式正在發生根本性轉變——從過去的“技術引進”轉向“技術共創”。過去，合資品牌更多是將全球成熟產品導入中國，本土化改造往往侷限於加長軸距、調整配置。現在，上汽大眾以中國用戶的需求為原點，聯合中國本土的智能化夥伴（如 Momenta），反向定義產品——中國團隊主導智能座艙和智駕系統的開發，德國團隊負責底盤、動力和製造工藝，雙方在開發初期就並軌而行，而非“先有全球車、再做中國化”。這種模式下的產物，不僅更貼合中國消費者的使用習慣，甚至具備了將中國創新反哺全球的可能。

對於上汽集團而言，合資 2.0 的意義在於：它不再是單純的利潤貢獻者，而是集團轉型中一支既能穩定基盤、又能開辟增量空間的重要力量。在自主品牌高歌猛進的今天，合資板塊的煥新，為集團的下一個一億輛提供了“雙輪驅動”的確定性。

一億輛是上汽七十余年發展的階段性答卷，更是面向智電未來“二次創業”的全新起跑線。2014 年，上汽率先全面轉型新能源，彼時行業內仍有不少質疑聲；十二年後，從自主到合資、從乘用到商用、從國內到海外，上汽已形成“萬馬奔騰”的格局。正如這場交付儀式的主题——“億路同行”，下一個一億輛，上汽將與全球用戶、全球夥伴一起，繼續走在这條路上。

On May 28, the all-new Geely Xingyuan officially launched, with comprehensive range upgrades across the full range: 310 km upgraded to 410 km, 410 km upgraded to 480 km. The new car launches four models: 410km Aspiring Edition, 410km Riding Wind Edition, 480km Exploration Edition, 480km Exploration+ Edition, with a limited-time offer price of 61,800 Yuan to 91,800 Yuan. To meet the needs of different users, for the 410km version, the option to select the 310km range powertrain is still available, with the price reduced by 7,000 Yuan after selection. Effective immediately, users can place a deposit via the Geely Galaxy APP or WeChat Mini Program to enjoy rich benefits including a ten-tier car buying gift package and a limited-time super trade-in allowance. Additionally, users who place a large deposit and lock their order before June 30, 2026, can enjoy a super trade-in allowance of 3,000 Yuan.

The experts strike again. With the official launch of this all-new Geely Xingyuan, there is further advancement upon the classic. With five major upgrades comprehensively renewing the product, over 100 product capability upgrades are brought to users, achieving over 25 class-exclusive features, providing class-leading experience with generationally leading technology for users. As the sales champion across all categories in the 2025 China Car Market, Geely Xingyuan deliveries exceeded 700,000 units within 573 days, ranking in the top 3 of global New Energy Vehicle sales in the first quarter of this year. It is the only model from a Chinese brand to enter the top 3 in global New Energy Vehicle sales, continuously releasing champion momentum. At the new car launch event, Geely Xingyuan spokesperson Josie Ho also appeared on site to share her true stories with Geely Xingyuan with everyone, using gentle and firm power to support the new car, witnessing the renewal moment of this champion pure electric small car together with 700,000+ users.

At the same time, the new car collaborates with Xiaohongshu to create the country's first mobile "Immersive Travel" car launch event, taking everyone to experience and enjoy the beautiful. Not only that, Geely Xingyuan also collaborates with cross-industry brands such as CATL, Capybara, Colorkey, Goodbaby, Myfoodie, to innovatively create "Harbor Family, Alley Family, Rainforest Family, Silk Road Family, Nomad Family" five major life scenarios, focusing on core daily commuting scenarios, directly hitting users' real vehicle usage needs, redefining the pure electric small car value benchmark with champion strength.

Champion Strength One: Ultimate Driving Dynamics Upgrade - First Global Native Architecture + China-German Joint Tuning

Geely Xingyuan brings a calm, easy, light, and agile driving experience for every trip. This champion strength comes from Geely's first global native architecture and track-level tuning: Geely Xingyuan is the first in its class to adopt a native architecture, the first to standardize rear independent suspension, the first to be globally tuned pure electric small car, letting users experience for the first time that pure electric small cars can also have ultimate driving dynamics!

Good driving dynamics must stand up to inspection. Currently, Geely Xingyuan has entered over 30 countries worldwide. The R&D team gathered global resources, conducted comprehensive verification for different global extreme road conditions, making the all-new Geely Xingyuan comprehensively upgrade in the three core experiences of "Driving, Steering, Braking", once again leading small car driving dynamics into the 2.0 era. The G-TCS 2.0 All-Weather Anti-slip System ensures no slip, no rear-wheel swing, and no rolling on flat roads, slopes, and curves while retaining rear-wheel drive flexible fun, allowing new drivers to drive calmly; the new brushless steering system responds 1 time faster, supports three steering modes and steering center self-learning; the G-CST 2.0 All-Scenario Comfort Braking System simulates the feeling of an experienced old driver, braking without head nod, driving without motion sickness. In addition, Geely Xingyuan is the only one in its class that successfully challenged the Fishhook Test at 130km/h, and the first in its class to successfully pass the Moose Test at 80.7km/h pure electric small car, handling performance comparable to the 200,000 Yuan class sports coupe.

Champion Strength Two: Efficient Three-Electric Upgrade - Full Range CATL Standard + 480km Range + 19-Minute Fast Charge

310 km upgraded to 410 km, 410 km upgraded to 480 km, the all-new Geely Xingyuan achieves comprehensive range upgrades across the full range. Range is sufficient without gimmicks, charging is fast and lasts long, electricity is saving and not expensive, whether for daily commuting or occasional long-distance travel, the all-new Geely Xingyuan can easily handle it. The new car is the only one in its class to standardize CATL battery cells, liquid cooling temperature control, and 11-in-1 high integration electric drive for the full range, Three-Electric strength has been the class ceiling since launch. The new car is equipped with exclusively customized CATL new generation battery cells, energy density reaches 190Wh/kg, maximum CLTC range 480km, sufficient for daily commuting and weekend outings; coordinating with the class-exclusive active front grille and low drag wheels, drag reduced by 15 counts, actual range increased by another 10km.

Range is solid, energy replenishment efficiency must also be continuously upgraded. In terms of energy replenishment, 30%-80% fast charge only takes 19 minutes, a cup of coffee time to depart with full charge; liquid cooling system and new BMS guarantee full speed charging whether hot or cold, and charging speed up does not sacrifice battery life. At the same time, the class-exclusive Star Wisdom AI Cloud Power 2.0 achieves full-link energy management, covering intelligent charging and discharging, off-peak electricity price recognition, battery temperature maintenance, energy consumption diagnosis, and battery maintenance functions, making every charge efficient and every trip worry-free.

Champion Strength Three: AI Cockpit Upgrade - Geely Flyme Auto 2 Smart Cockpit System + Eva Large Model

The all-new Geely Xingyuan packs warmth and intelligence into the cockpit, making the vehicle more usable, more understanding, and more comprehensive. The all-new Geely Xingyuan is equipped with Geely Flyme Auto 2 Smart Cockpit System, based on 7nm automotive-grade Longying No. 1 chip and 16G+128G large storage, reaction is fast, operation is smooth, anyone can learn it. Users can switch maps or favorite wallpaper desktops at will, cute pet wallpaper supports interaction functions, adding fun to the cockpit.

New AI Eva is even more the user's personal smart partner, voice assistant Hi EVA supports fuzzy instruction understanding and context memory, can complete vehicle control, Q&A, entertainment operations, everything is skilled. Users only say "Hi Eva, I want to go home", the vehicle can automatically call latest Amap 850 Version to select the optimal route. At the same time, the in-vehicle machine adds support for CarPlay phone interconnection, compatible with iOS devices seamless connection, local commonly used applications all available, cloud has 200+ massive applications to choose from at will. There are also invisible mode, car wash mode, one-click car search and other considerate scenarios, as well as personalized custom assistants, auto open navigation adjust AC when getting off work, exclusive welcome ceremony full of rituals. From navigation to entertainment, from life to surprise, the all-new Geely Xingyuan smart cockpit comprehensively covers user daily needs.

Champion Strength Four: ADAS Upgrade - Qianli Haohan H3 ADAS Solution

The all-new Geely Xingyuan is equipped with the Qianli Haohan ADAS H3 solution, which shares the source with high-end models, can cover multiple driving scenarios, every function is truly helping users improve driving experience. This system has safely driven 1.38 billion kilometers, user growth rate is first, relying on G-ASD smart driving underlying layer and Star Wisdom AI Large Model, bringing "better to use the more you drive, smarter the more you drive" intelligent experience.

Highway Elevated NOA is not limited by road and rain/fog weather, supports voice lane change, multi-scenario avoidance and automatic ramp entry/exit, users only need to lightly hold the steering wheel to easily drive long distance. All-scenario MPI takeover rate over 200 km, equivalent to continuous driving 3 hours only needs takeover 1 time. At the same time, parking aspect can achieve all-scenario adaptation, APA parking assist function supports one-key parking in, fingertip parking, remote parking, covering over 300 types of parking scenarios. Aiming at new driver parking difficulty, female driver parking easily nervous and other real pain points, HPA memory parking supports 2km ultra-long memory, cm-level precise positioning, after learning one route can automatically park in for the whole process,具备 smart following car, autonomous finding space, obstacle avoidance functions, temporary route change also no need to re-learn, effectively reducing parking operation difficulty. In addition, DMS active fatigue detection if detected driver appear fatigue behavior or distracted driving, will timely remind driver; Sentry Mode can protect parking safety 24 hours all-day, if abnormal immediately record video and send to user's phone. From departure to arrival, from driving to parking, the all-new Geely Xingyuan makes complex driving simple and reassuring, letting users leave more energy for the scenery on the road and the laughter of companions.

Champion Strength Five: Comprehensive Safety Upgrade - Three-Electric Safety + Active & Passive Safety

Safety is Geely's gene carved into the bones! For Geely, whether large car or small car, whether luxury model or mainstream model, all brands under the banner adopt the same safety philosophy and strict standards. Geely has built and invested over 2 billion Yuan global area-wide safety center, and released "People, Vehicle, Road, Cloud, Star" integrated area-wide safety 2.0 system, covering life safety, health safety, property safety, privacy safety four core safety domains. All-new Geely Xingyuan also follows this high standard, and upholds "Small Car, Must Have Big Safety" concept, making small car safety to the extreme.

Passive safety aspect, all-new Geely Xingyuan created Five Verticals, Eight Horizontals Star Cage Body, like a solid yet light armor, front rear left right all done careful reinforcement - front end three force transfer paths cooperate with double "Cloverleaf" stress relief structure, side battery to threshold spacing 149mm and add double anti-collision longitudinal beams, rear end 750mm long rear overhang and double "Well-shaped" rear subframe form solid barrier; roof compression strength increased to 3.4 times car weight, AB pillars and roof cross beam etc core area material upgrade, even if encounter rollover or heavy object pressing top, cockpit still safely, side curtain airbag pressure holding technology more can in rolling time continuously protect head.

In terms of battery life, Geely Xingyuan verification standard increased to 2 times national standards, after completing 1000 cycles battery capacity still maintain 90.72%. Even more actual driving 84,000 km Xingyuan, successfully challenge seawater corrosion, muddy water flushing, bad road scraping bottom, extreme burning etc six series extreme tests, completed industry first.

To further improve battery safety protection, all-new Geely Xingyuan in user invisible places still hard work, adopts industry leading BDMU high voltage device deep integration technology, make BMS battery management system and BDU high voltage distribution unit two-in-one, greatly reduce interfaces, reliability again step up, from root reduce battery sealing failure risk. Worth mentioning, May 12, Geely partnered with CCTV completed class first, also class only one front and side continuous collision, high voltage system timely power down, battery pack not smoke fire, passenger compartment structure complete, airbags precise point blast, non-collision side door can normally open. In addition, all-new Geely Xingyuan equipped full tire pressure direct display, DOW door opening warning, Sentry Mode, also have AEB active braking and AES emergency steering double insurance, successfully through 120km/h static vehicle brake stop and 130km/h "Vanishing Lead Vehicle" active avoidance test, performance far exceed industry mainstream level.

Trusted by 700,000 Users, From China Champion to Global Top Three, Champion Journey Never Stops

Always imitated, never surpassed. Relying on high standards from R&D to manufacturing and generationally leading product strength, Geely Xingyuan has always won industry recognition and user love. Since October 2024 launch, Geely Xingyuan cumulative deliveries have exceeded 700,000 units, equivalent to selling one unit every minute, it is not only the fastest in the whole industry to achieve this goal star model, but also won the 2025 China Car Market Sales Champion in one go. Entering 2026, Geely Xingyuan still continues to lead, firmly ranking at the top, in this year's first quarter global New Energy Vehicle sales ranking, Geely Xingyuan first time ranked in global top three, achieved China A0 electric car new milestone.

Geely Xingyuan not only hot sales domestic, in overseas market equally widely praised, currently landed over 30 countries and regions worldwide. In Brazil launch two months sales exceeded 2300 units; in Thailand auto show single week orders won 3300 units, and won "Brazil Annual Best Compact Electric Car" and "Indonesia Auto Show Most Favorite Electric Car" dual international grand prix. On streets all over the world, Geely Xingyuan is becoming "China Smart Manufacturing" flowing new name card.

All-new Geely Xingyuan advancement, let Geely Galaxy brand in pure electric small car race track again raised the "High Quality Good Price" benchmark. In future, Geely Galaxy will continue to adhere to "Building Everyone's Smart Premium Car" original intention, accurately grasp users' most real needs, in each market segment all for users bring products and services exceeding expectations.

"In the past, selling Toyotas, the first thing customers would say upon entering was: When can I pick up the car? Now the first thing is: Whose intelligent driving system does this car use?" This is what a Toyota 4S shop salesperson told me recently.

He entered the industry in 2018. At that time, the Camry had price markups, people queued for the Highlander, and the Alphard was like a financial product. The hardest part of selling Japanese cars was not selling the cars, but calming the customers' emotions.

But now, the one thing he does most every day is explain: 'Our cars actually use a lot of Chinese supply chains.' When he said this, his tone even sounded a bit proud.

Indeed, ten years ago, Chinese automakers were still figuring out how to make door gaps even; five years ago, Chinese new energy vehicles were completely overshadowed by the industry; and now, if Japanese cars want to do new energy well, the first thing has become: Connect to the Chinese supply chain first.

You will find that when an era truly ends, it is often not because someone fell.

Instead, people who were once high and mighty start to actively learn from you.

Recently, sales of Toyota's pure electric SUV broke ten thousand again. Many people interpret this as a 'Japanese counterattack'. But if you take this car apart to look, you will find things are not that simple.

Momenta Intelligent Driving, Hesai LiDAR, Desay SV Domain Control, FinDream Battery, CALB, Zhengli New Energy...

To put it bluntly, many so-called 'Japanese new energy vehicles' now look more and more like 'Japanese shells assembled by the Chinese supply chain'. But the issue is, this precisely shows that China's automotive industry has truly won. Because true industrial victory is never about crushing others, but even your rivals are forced to use you.

This is actually more terrifying than sales overtaking.

In the past, everyone always said Chinese automakers were 'overtaking on a curve'. Looking back now, this statement was actually too conservative. China's automotive industry isn't about overtaking at all; it's about changing the track entirely.

In the internal combustion engine era, why was the Japanese supply chain strong? Because that era competed on precision manufacturing, stable quality control, long-cycle iteration, and a closed supply system. To put it simply, it was 'slow work yields fine results'. Toyota's system was essentially the highest level of order in the industrial era.

The problem is, the new energy era is different.

Now it competes on iteration speed, software capability, cost control, supply chain collaboration, and large-scale rapid trial and error. In the past, a car model was replaced every five years; now there is an OTA update every half year; in the past, suppliers took three months to change a mold; now Chinese manufacturers take three weeks.

In the past, the strongest point of Japanese manufacturing was 'not making mistakes'. Now the strongest point of Chinese manufacturing is allowing rapid mistakes, then rapid evolution. These are two completely different industrial philosophies. So many people actually misunderstand Chinese new energy vehicles. Everyone always thinks Chinese automakers win because they are cheap. But what is truly terrifying is never the low price. It is that China now possesses 'cheap', 'good enough', and 'fast' all at once.

This is the most scary part. Because the most unsolvable thing in the industrial world is that you are cheaper than me and iterate faster than me. This is also why, today, more and more Japanese suppliers are starting to collapse. Many people see Japanese parts companies going bankrupt and think it is just a sales issue.

Actually, it's not. The real problem is that the industrial logic upon which the entire Japanese supply chain relies is starting to fail. In the past, the biggest moat for Japanese suppliers was the Keiretsu system. Toyota only used the Toyota system; Honda only supported the Honda supply chain. Denso, Aisin, Jtekt, Yazaki... the whole system was like a closed empire.

But in the new energy era, there is a particularly cruel thing: closed systems mean slow. And being slow is almost a mortal sin today.

So you will see a particularly absurd phenomenon. In the past, Chinese suppliers desperately wanted to get into the Japanese system; now Japanese automakers are coming to Chinese suppliers. Because without using the Chinese supply chain, cars simply cannot compete.

This is particularly obvious in Southeast Asia. Two years ago, many people were still discussing: 'Will Chinese cars fight fiercely with Japanese cars in Thailand?' But now it is found that it is not a 'head-to-head match'. Instead, the Chinese supply chain directly penetrated into Japanese car factories.

This is more ruthless than grabbing the market. Because grabbing the market is just grabbing sales. Grabbing the supply chain is equivalent to grabbing the industrial lifeline. In the past, one of the scariest points of Japanese manufacturing was that it controlled the Asian industrial system. Now this control is shifting. And it is shifting very quickly.

The most interesting thing is that the Japanese themselves actually realized the problem first. The Nikkei has started to frequently use words like 'Keiretsu Dissolution'. Translated, it is actually just one sentence: The core thing of the Japanese automotive industry is collapsing.

So today the most painful are no longer Japanese brands, but that group of Japanese suppliers. Because vehicle manufacturers can at least 'surrender'. The supply chain is not that easy to turn around.

Toyota can still use Chinese intelligent driving; Nissan can still accept Chinese batteries; Honda can still learn new EV brands to do cockpits. But what about those traditional suppliers?

All advantages established in the internal combustion engine era suddenly became useless. More cruelly, the most important things in the new energy era, batteries, intelligence, software, intelligent driving, China has almost occupied all of them.

So you will see a particularly darkly humorous picture. On one side, Japanese media are heartbroken over 'Japanese car soul handed over to China'; on the other side, Japanese suppliers are taking BYD orders again to stay alive. This is actually very much like dynastic transitions in history.

People of the old era will not disappear suddenly. They will first be shocked, then deny, then angry, and finally join.

Many people still think China's automotive industry is just 'new energy leading'. But I think the real change is far more than cars. Cars are just the most obvious open exam for China's manufacturing upgrade. Because cars are the crown of industry. Behind it are connected chips, materials, software, batteries, machinery, manufacturing, AI, automation, and supply chain collaboration.

Whoever wins the car has the qualification to reconstruct the next generation industrial order. And what is truly terrifying about China today is that a 'supply chain black hole effect' is starting to appear.

What is a black hole? It means all industries will eventually be sucked into it.

You make cars, you have to connect to Chinese batteries; you do intelligent driving, you have to connect to Chinese computing power; you do supply chains, you have to accept Chinese speed; you do manufacturing, you have to adapt to Chinese costs.

It is highly likely that a very realistic situation will appear in the future. Manufacturing industries that do not join the Chinese supply chain will find it harder and harder to stay at the table. This is not some nationalistic emotion. This is industrial law.

Because at the end of manufacturing development, it is no longer about single-point technology, but about who can compress the entire supply chain into 'one machine'.

And the strongest ability China has now is this. From batteries to intelligent driving, from parts to whole vehicles, from R&D to mass production, China's industry has truly formed a complete closed loop, super-large scale, super-high-speed iteration, and super-strong cost control for the first time.

This thing is what is truly making the whole world anxious today. So look back at those news of 'Japanese cars using Chinese supply chains'.

You will find that its true meaning is not 'Chinese parts entered the Japanese system'. It is that Chinese manufacturing has begun to become the global industrial system itself for the first time.

近日，據人民網、光明網等多家媒體報導，重慶查處首宗 AI 虛假廣告案——排隊購車畫面全係假的！視頻裡門店人山人海、搶車好似搶白菜，配文「盲訂真的太火爆」。

結果執法人員一查，無一個真人，沒有一筆真實交易，純靠 AI 演咗一場熱銷大戲。

好傢伙，邊度係賣車？連僱托都嫌麻煩了！故意造假、隱瞞真相，營造「再不買就沒了」的焦慮，逼你跟風落單，唔係就赤裸裸嘅消費欺詐嗎？以為做得天衣無縫，監管一查原形畢露。

•AI 造車嘅信任裂縫，正在撕裂整個行業

AI 造假喺汽車圈早就唔係新鮮事，但最近這波操作，堪稱「離譜給離譜開門」。你刷到過「雷軍直播帶貨問界 M9」、「余承東為小米 SU7 站台」嘅截圖嗎？介面佈局、人物神態、彈幕互動高度逼真，若非官方辟謠，這個輿論得造成多大影響。

這些虛假內容傳播速度極快，往往幾小時就能覆蓋百萬級用戶，給品牌帶來巨大輿論壓力。

更荒唐嘅係，有些賬號甚至讓雷軍「賣」起咗別家車，余承東「推銷」起咗小米，這無疑讓 AI 時代嘅「跨界站台」，全靠算法一手包辦。

如果說大佬互帶還算係「娛樂化玩梗」，那針對具體車型嘅惡意篡改，才係真正動搖行業根基嘅毒瘤。嵐圖泰山 X8 發布期間，一張「董事長盧放與新車同框、後備廂化身『男人嘅衣櫃』」嘅圖片刷屏全網。

畫面場景完整、人物自然，大量用戶信以為真，甚至追問發布會地點。而真相係：原圖為其他公眾人物合影，經 AI 快速換臉、替換場景、修改文案後，幾分鐘就變成一張足以誤導市場嘅「新聞圖」。

最終，嵐圖董事長不得不親自出面澄清，才遏制住謠言擴散。

類似事件喺近兩年密集爆發，幾乎所有主流品牌都未能倖免。小米汽車近兩年已發布 2—3 次官方聲明，辟謠包括虛假高管任命、偽造車型功能文案等 AI 生成內容；

小鵬汽車喺廣州車展期間，遭遇 AI 生成嘅低俗展台視頻惡意傳播，法務部緊急發聲辟謠；

小鵬 GX 內飾「諜照」被大量轉發，看似真實偷拍，實則後視鏡比例失調、內飾線條錯位等典型 AI 漏洞一眼就能揪出來；

阿維塔也因多張虛假宣傳圖，發布法務聲明直指相關內容嚴重侵害品牌聲譽。

從目前行業現象來看，車圈 AI 圖片大致可分為三類，危害逐級遞增：

第一類係娛樂化「願望圖」，如免費置換新車、贈送高額積分等，偏向玩梗，傳播相對無害；

第二類係細節逼真嘅「半真圖」，基於真實車型篡改配置、參數、內飾、售價，專業性強，普通消費者極難分辨；

第三類係惡意抹黑嘅「黑公關圖」，通過低俗、歪曲、捏造內容攻擊品牌，對口碑傷害極大。

真正動搖行業根基嘅，正係中間地帶那些以假亂真嘅高仿內容，比如尚界 Z7 冬測官圖，明明係真車實拍，只因為輪轂視覺異常，就被網民直接判定為「AI 生成」，官方不得不專門澄清那隻係保密設計。

問界、理想、小鵬等品牌嘅官方宣傳圖，也頻繁被網民放大光影、比對線條、揪找細節，只要出現輕微視覺偏差，就會被貼上「假圖」標籤。

比 AI 造假更可怕嘅，係整個行業陷入「自證清白」嘅怪圈。過去，車企發布官圖、冬測視頻、諜照，用戶默認真實可信。如今，官方內容反而要接受全網「鑑偽」。

車企被迫陷入惡性循環，發布內容—被質疑—緊急辟謠—再次被質疑。當真實需要反復自證，行業信任已經悄然崩塌。

業內數據顯示，單張 AI 圖片嘅司法鑑定費用已超過 5 萬元；超過 90% 嘅虛假內容經過 10 次以上轉發傳播，源頭溯源難度極大；娛樂玩梗與商業誹謗之間法律邊界模糊，舉證周期長、維權效率低。

對車企而言，無論係放任不管還係強硬問責，都要付出高昂成本。這早已唔係單個品牌嘅困境，而是全行業共同面對嘅系統性難題。

而重慶這起「企業主動用 AI 造假排隊」嘅案子，更係把這場危機推向咗新高度，這係官方通報嘅首例企業主動造假誤導消費者。

今日能用 AI 造假熱銷，明日就能用 AI 造假銷量、造假口碑、造假評測。別總想著走歪門邪道耍小聰明，靠虛假宣傳博流量騙客源，最終只會搬石砸腳。

這場危機嘅本質，係數字技術與傳統工業文明嘅碰撞。

汽車行業本就以精密、嚴謹、安全為核心，用戶購買嘅係真實嘅底盤、動力、操控、安全性能，而唔係一張精美嘅圖片。

當 AI 讓圖文視頻不再可靠，真實體驗與權威數據，正成為新嘅信任基石。2025 年全年新能源銷量 1600 萬輛，滲透率首次突破 50%；2026 年部分月份甚至衝到 55% 以上。市場競爭越白熱化，那些靠 AI「加戲」嘅企業就越容易被反噬。

好在監管已經出手，2026 年 4 月 26 日，市場監督總局啟動為期半年嘅互聯網廣告整治行動，明確將「AI 生成式廣告」列為六大重點之一。

緊接著 5 月 26 日，工信部發布《2026 年汽車標準化工作要點》，系統佈局汽車人工智能標準。用專家嘅話說：「AI 會變成移動智能體嘅助推器，但亂用就係翻車加速器。」

•真實產品同用戶口碑，先係最好嘅廣告

「假排隊」嘅反面，恰恰係那些靠硬實力說話嘅玩家。當 AI 偽造嘅「火爆」淪為笑柄，真正嘅火爆正發生喺比亞迪、深藍、小鵬、上汽嘅工廠同交付中心裡。

2026 年北京車展上，比亞迪包下整個 E3 館，直接擺出「-30℃低溫閃充」實測區同全場景泊車體驗區；

深藍 L06 Max 限時 11.89 萬元起，全系標配寧德時代金鐘罩電池，仲把百萬級豪車才有嘅磁流變底盤搬上來。

當別人還喺剪輯房裡「加戲」時，這些品牌已經用真金白銀嘅技術攤牌。

再看智駕。小鵬全系 Ultra 用戶中，新車首周「每天開啟智駕」嘅比例飆到 98.52%，3 月份 Ultra 車型訂單環比提升 118%。何小鵬原話：「智駕已經從炫技變成為剛性決策點。」

上汽更係推出「全球首款 AI 原生汽車」概念車家越 07，讓整車硬件為 AI 底層定製。

就連被 AI 謠言困擾過嘅尚界，也喺 Z7 冬測風波後堅持公開原始測試數據，用真實參數回擊質疑。

行業變革已悄然發生，越來越多品牌選擇公開實測原始數據，理想汽車等品牌主動強化信息透明度；中汽研等權威機構嘅碰撞測試、專業評測流量同比上漲約 30%；線下試駕、真人實測、直播拆車等可驗證嘅內容，比精修圖文更具說服力。

消費者也都唔係傻仔，誰嘅產品能經得起真實路測、誰嘅數據敢直面第三方拆解，誰就能贏得下一輪投票。

大佬們嘅發言也越來越實在。今年 5 月深圳未來汽車先行者大會上，阿維塔董事長王輝直言：「冇利潤嘅銷量，就係偽銷量。」

王琅補一刀：「與其喺內捲中消耗，不如喺價值中生長。」

蔚來李斌給出數據：1-4 月累計交付超 11.2 萬輛，同比增長 71%，連續兩個季度經營利潤盈利。

比亞迪王傳福那句「高端品牌嘅建立從來都不係一蹴而就」，或許正係對行業最清醒嘅注腳。

把鏡頭拉遠睇——2025 年中國汽車出口 680 萬輛，佔總銷量 18.6%。喺歐洲，中國市佔率 7.4% 首次超越韓國；喺泰國，中國品牌市佔率 34.3% 穩居第一；喺巴西，新能源領域已佔半壁江山。

奇瑞出口近 120 萬輛成「出海一哥」；上汽 MG 喺歐洲交付 25 萬輛，同比增長超 20%。試問：如果中國汽車連實打實嘅技術同產品都拿不出手，能喺全球這麼多市場同時攻城掠地嗎？

喺 AI 可以「造」出一切嘅時代，真實，先係最長久嘅競爭力。就像大力侖為長城汽車嗰句發自內心嘅「長城炮」一樣——那就係真實嘅情緒表達，冇劇本、冇 AI 渲染，恰恰成咗當下品牌最稀缺嘅內容。

當你嘅產品能被真實嘅用戶所鍾意，能夠被真實地傳播出去，那麼你嘅品牌本身就係最平、最有效嘅廣告。這才係走向真實人情味嘅雙向奔赴。

•電動 EV：

重慶兩江新區市場監督管理局負責人話得好明白：「AI 係正常技術工具，但絕不能成為虛假宣傳嘅『擋箭牌』。」

一系列荒誕事件都在拋出同一個問題：喺算法可以輕易複製一切視覺表象嘅時代，汽車行業最不可替代嘅核心到底係什麼？

中國汽車正以前所未有嘅速度衝向世界，與其用 AI 編造「火爆」，不如用產品點燃市場，你點睇？

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22 Mei, Lisbon. Deep Blue secara rasmi menjadi rakan kongsi global pasukan bola sepak kebangsaan Portugal. Di tapak, serangkaian Deep Blue S05 diserahkan kepada pasukan, dan semasa itu dilancarkan ujian jarak jauh merentasi Eropah selama 1000 kilometer. Memilih pasukan tradisional Eropah yang kuat, terus menaikkan aras kerjasama ke peringkat pasukan kebangsaan. Di sebalik pilihan ini, jelas ia bukan tindakan spontan.

Pasukan Portugal mempunyai sumber trafik semula jadi, malah boleh dikatakan sebagai teras semangat, iaitu Cristiano Ronaldo yang berusia 39 tahun masih akan bermain Piala Dunia sekali lagi. Sikap proaktif dan disiplin yang ada pada dirinya juga memberi pasukannya cap unik selain strategi dan taktik berbanding pasukan kebangsaan negara lain. Deep Blue menangkap tepat keadaan ini.

Deep Blue berasal daripada sistem Changan, tetapi tidak begitu pandai membuat sensasi seperti beberapa kekuatan baharu, tetapi langkah-langkahnya sentiasa rapat. Di tapak pelancaran, pihak rasmi mendedahkan, kini jumlah penghantaran kumulatifnya telah mengatasi 800,000 unit, serta pada tahun lalu menjuarai jualan jenama kereta tenaga baharu syarikat kerajaan pusat. Karakteristik berlari laju secara senyap ini, menurut Deep Blue, mempunyai banyak persamaan dengan pasukan kebangsaan Portugal.

Sambungan semangat hanya langkah pertama, kerjasama ingin berjaya, perlu bergantung pada kekuatan hakiki produk. Deep Blue kini mempunyai teknologi penyelidikan sendiri seperti Paku Elektrik Super Kuasa Asal, Bateri Perisai Lonceng Emas, bateri sehingga kini mengekalkan rekod tanpa kebakaran sendiri, sebelum ini juga menerima nombor plat khas pemanduan autonomi tahap L3 pertama di dalam negara. Barang-barang ini, adalah modal langsung yang paling jelas bagi Deep Blue dalam rundingan kerjasama dengan pasukan kebangsaan Portugal.

S05 yang diserahkan kali ini, dianggap sebagai output terkumpul kepakaran teknik Deep Blue sekali. Pada bulan April, ia menduduki tempat pertama dalam pasaran SUV kompak di dalam negara, di Sepanyol yang bersebelahan dengan Portugal, juga menduduki tempat pertama dalam pendaftaran SUV elektrik kompak selama dua bulan berturut-turut. J.D. Power kajian kualiti kereta baharu teratas dalam kategori dan Anugerah Reka Bentuk Jerman iF, juga dimenangi oleh kereta ini.

Perlu diketahui, mana-mana jenama China yang melangkah ke luar negara akan menghadapi cabaran yang besar. Contoh pengguna Eropah masih tidak biasa dengan jenama China, malah mempunyai stereotaip. Sekalipun prestasi baik, data prestasi di dalam negara kelihatan cantik, kereta yang dibawa ke jalan raya Eropah mungkin tidak dikenali orang. Inilah yang memerlukan kunci yang boleh membuka kesedaran pengguna luar negara dengan cepat.

Bola sepak di Eropah adalah kunci yang dimiliki setiap orang. Pasukan kebangsaan membawa emosi umum dan kredibiliti. Deep Blue berdiri bersama dengannya, bersamaan dengan mempercayai padang bola hijau, sedikit demi sedikit menyuntik imej produknya ke dalam pandangan harian penduduk tempatan.

Sebenarnya Deep Blue di luar negara bukan bermula dari sifar. Ia telah menyiapkan penubuhan saluran di kira-kira 100 negara dan wilayah di seluruh dunia. Penerbitan kilang kemudi kanan di Thailand, membolehkannya mempunyai syarat untuk mempengaruhi merentasi Asia Tenggara dan Australia/New Zealand. Selain itu, Deep Blue S07 juga menduduki penilaian keselamatan lima bintang berganda Eropah dan Australia. Pengumpulan ini bermaksud, kerjasama kali ini bukan sekadar pementasan.

Dari Lisbon berlepas 1000 kilometer itu, bukan sahaja mengukur jarak larian dan kebolehpercayaan. Ia lebih seperti satu pernyataan sikap.

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1 Jun, Changan Automobile mengumumkan penghantaran Mei sebanyak 209100 unit, daripadanya penghantaran luar negara 70700 unit, pertumbuhan tahun ke tahun 38%, penghantaran kenderaan baharu 92400 unit, pertumbuhan tahun ke tahun 5.8%. 

Diantara jenama anak syarikat, Changan Qiyuan penghantaran Mei 34528 unit, model utama Q05 baharu penghantaran 15812 unit, pelancaran di Thailand tiga hari pesanan melebihi 3000 unit; Deepal Motors jualan Mei 33243 unit, pertumbuhan tahun ke tahun 30%, Januari hingga Mei jualan terkumpul luar negara 28704 unit, pertumbuhan tahun ke tahun 167%; Avatr penghantaran Mei 7336 unit, Avatr 07L muncul dalam pengumuman Kementerian Perindustrian dan Teknologi Maklumat, akan dipasang pertama kali dengan Huawei Qiankun ADS 5; Changan Automobile (Yinli) penghantaran Mei 48900 unit, model CS75PLUS&Eado Blue Whale Super Engine pelancaran dan penghantaran, harga pelancaran bermula 7.99 ribu; Changan Kaicheng penghantaran Mei 21100 unit, jualan kenderaan baharu pertumbuhan tahun ke tahun 21%. 

Di sebalik kenaikan jualan yang stabil, terdapat tiga strategi Changan Automobile dilaksanakan dengan kukuh. Mei ini, Changan Automobile mengumumkan rasmi menjadi rakan kongsi global rasmi Pasukan Bola Sepak Negara Portugal, Rancangan 2.0 Laut Menerima Seribu Sungai untuk Globalisasi satu lagi langkah diambil; teknik navigasi hujung-ke-hujung yang dikaji sendiri oleh Changan Tianzhu akan segera pengeluaran besar dan pemasangan, Rancangan Keinteligensian Beidou Tianzhu 2.0 satu lagi kejayaan dicapai; dua model Changan Blue Whale Super Engine memulakan pelancaran dan penghantaran di seratus bandar seribu kedai di seluruh negara, Rancangan Kenderaan Baharu Shangri-La mencapai pengurangan penggunaan minyak kenderaan Plat Biru sebanyak separuh.