In May, China's automotive market overall presented a gentle recovery trend, with domestic brands still being the sales backbone of the market. Recently, BYD, Geely, Chery, Changan, and Great Wall, the top 5 domestic automakers, successively released their monthly performance reports. From the data, these five companies show a general characteristic of "stable total growth, divergence between domestic and international markets, and accelerated new energy penetration". Overseas exports and new energy vehicles have become the most core growth engines; export business has evolved from a "bonus item" to the "core foundation" for some companies. BYD's "dominant leader" status is further consolidated, Chery achieved high growth via exports, Geely's new energy penetration rate broke 56%, Changan focused steadily on balanced development, while Great Wall appeared slightly under pressure during structural transformation.

BYD: Export Hits New High Becomes Biggest Highlight

In May, BYD stood firmly at the top of domestic brands with a monthly sales volume of 383,500 vehicles, maintaining positive growth both year-on-year and month-over-month under a large base. Its two main brands, Dynasty and Ocean, sold a combined 330,200 vehicles, contributing 86.1% of total sales; Fangchengbao's monthly sales broke 30,000 units to reach 30,200, a year-on-year increase of 139.7%, setting a new high for the year; Denza sold 16,300 vehicles, and Yangwang delivered 286 vehicles. From a model perspective, BYD had eight models in May with monthly sales exceeding 20,000 vehicles. The Song Family and Yuan Family both broke 50,000 units, selling 51,370 and 56,691 vehicles respectively. The Sea Lion Family followed closely with 42,615 vehicles, and Seagull sales were also close to 40,000 vehicles.

BYD's biggest highlight in May was exports. Overseas new energy vehicle sales reached 160,600 units, an 80.4% year-on-year increase, accounting for about 42%. The sharp expansion of export scale effectively countered the phased weakness in domestic demand. Cumulative exports from January to May exceeded 620,000 vehicles. High export growth mainly benefited from continued ramping up of overseas factory capacity, improved ocean shipping capacity, and accelerated channel network expansion. In the domestic market, BYD promoted Megawatt Super Charging and intelligent strategies simultaneously—Megawatt charging achieved about 90% charge in 9 minutes; 20,000 super charging stations are planned to be built by 2026; all series models are available with Sky Eye B intelligent driving solutions and city navigation safety fallback plans, accelerating the popularization of high-level intelligent driving. As Gen 2 Blade Battery capacity gradually releases, the company's orders are expected to continue rising.

Chery: Sales Growth Leads the Top 5

Chery Group's total sales volume in May was 247,800 vehicles, a significant year-on-year increase of 20.5%, ranking first in growth speed among the top 5. Exports remained its most core growth engine—May exports reached 181,900 vehicles, an 80.5% year-on-year increase, accounting for 73.4% of total sales that month, continuously breaking the single-month export record for Chinese brands for three months. In terms of new energy, Chery New Energy sold 100,300 vehicles, a 58.8% year-on-year increase. April and May consecutively saw monthly new energy sales breaking 100,000 vehicles.

The strong performance in exports benefited from Chery's long-term deep cultivation of overseas channel advantages and localized operation capabilities. While overseas orders continued to rise, high export growth formed a sharp contrast with domestic sales—Chery's domestic sales in May were only 60,000 vehicles, accounting for one-quarter of total sales. From cumulative data, Chery Group accumulated 1.101 million sales from January to May, but against the annual goal of 3.2 million vehicles, monthly averages need to reach about 420,000 vehicles later, and pressure remains significant.

Geely: New Energy Penetration Rate Breaks 56%

Geely Auto's total sales volume in May was 237,600 vehicles, a 1% year-on-year increase, achieving month-over-month double growth for three consecutive months. In terms of structure, Geely's "New Four Transformations" transformation showed significant results: new energy vehicle sales reached 133,400 units, accounting for 56% of total sales, with new energy share exceeding 50% for four consecutive months.

From sub-brands, performance was significantly divergent. Zeekr brand sales in May reached 34,400 vehicles, a 82% year-on-year increase; Zeekr 9 Series and 8 Series models combined sales approached 50% of total sales, showing bright performance in the high-end market; Galaxy brand sales were 81,700 vehicles; Geely brand sales were 182,500 vehicles, among which China Star Series sales reached 100,800 vehicles; Lynk & Co brand sales were 20,700 vehicles, with new energy vehicle sales share rising to 71%.

In terms of exports, Geely's overseas vehicle exports in May reached 85,100 vehicles, a explosive 184% year-on-year increase, setting a brand single-month export record high. Among exported products, new energy vehicles reached 40,800 units, accounting for nearly half; hybrid and pure electric products have successively landed in Southeast Asia, Middle East, Latin America, and other markets, highlighting the results of global strategy implementation.

Changan: Multi-brand Matrix Balanced Effort

Changan Auto's delivery volume in May was 209,100 vehicles, among which new energy deliveries were 92,400 vehicles, a 5.8% year-on-year increase, with new energy share about 44%. In terms of exports, overseas deliveries reached 70,700 vehicles, a 38% year-on-year increase, becoming another major growth highlight for Changan in May.

In the sub-brand matrix, Changan Qiyuan delivered 34,500 vehicles in May; All-New Q05 delivered 15,800 units, with orders breaking 3,000 units within three days of listing in Thailand; Deepal sales in May were 33,200 vehicles, a 30% year-on-year increase; January to May overseas cumulative sales were 28,700 vehicles, a significant 167% year-on-year increase; Avatr delivered 7,336 vehicles in May; Changan Auto (Gravity) delivered nearly 49,000 vehicles in May.

Changan Auto's balanced layout was fully reflected in May: the fuel car base remained stable, new energy brands Deepal and Qiyuan accelerated volume growth, high-end brand Avatr continued to break through in technical cooperation, and overseas markets simultaneously achieved breakthrough growth. The pattern of five brands working together, driven by both new energy and exports, is initially taking shape.

Great Wall: Overseas Sales Growth Year-on-Year 46.75%

Great Wall Motor's sales in May were 100,400 vehicles, slightly down compared to last May's 102,200 vehicles, making it the only company among the top 5 to show a year-on-year negative growth. From sub-brands, Haval brand sales in May were 55,500 vehicles, remaining Great Wall's most important sales pillar; Tank brand sales were 17,100 vehicles; both Haval and Tank brand sales showed year-on-year declines; Wey brand sold 8,119 vehicles, a 31.78% year-on-year increase, achieving growth against the trend; Ora brand performance was most stunning, with sales of 6,018 vehicles, a significant 206.88% year-on-year increase. In terms of new energy, Great Wall sold 30,400 new energy vehicles in May, with new energy vehicle transformation gradually accelerating.

The overseas market became Great Wall's biggest highlight in May, with overseas sales growing 46.75% year-on-year. Against the background of pressure on the domestic market, strong growth in overseas business effectively made up for the decline in the domestic market. Great Wall Motor's current core contradiction lies in: Haval and Tank, the two traditional main-selling brands, face weak growth, while Wey and Ora brands, although growing notably, have relatively small volume and are not yet enough to support overall growth. How to complete the "relay" between old and new brands is the key issue Great Wall must solve subsequently.

Final Thoughts

From May data, the growth pattern of the top 5 domestic brands has clearly diverged, but there are three common trends worth noting: First, exports have become a key engine for domestic brands to seek stability and growth. Second, new energy transformation is still accelerating, but paths differ among enterprises. Third, technological innovation continues to deepen brand moats. Looking ahead to the second half of the year, competition in the automotive industry will continue to upgrade around these three trends. Although everyone has a common direction, these three trends are all competing for the entire enterprise's industrial chain strength, and the strong will remain strong, which has almost become an inevitable outcome.

On November 15, 1977. A customized gas-powered Fairmont Futura rolled off the line at the New Jersey plant. This was Ford's 100 millionth vehicle produced in the US. Under the pressure of the CAFE mandate, the influx of Japanese cars, and controversies over excessive cost-cutting, Ford decided not to sell this car. Instead, it used it to kick off a cross-coast tour to celebrate.

When the Detroit Three and Toyota were staging a showdown of the century in the world's largest auto market, a bold idea appeared on the banks of the Huangpu River, 11,460 kilometers away. The accumulation of handmade Phoenix sedans became the momentum for Shanghai-brand sedans entering a steady development phase. Even with an annual output close to 3,000 units, this still could not meet the soaring demand. The concept of adopting Ford's assembly line operations for China's sedan production was brought back to the agenda.

Joint venture cooperation with transnational automakers became the most realistic option. Across the domestic automotive industry, there was only one place capable of mass-producing sedans and having an assembly line: Shanghai. Next, the story of China's auto industry entered the SAIC Volkswagen (now known as: SAIC Volkswagen) era. Amidst the acclaim of "driving a Santana anywhere is safe", transnational car companies rushed to China to seek fortune. The craze of sedans entering ordinary households caused the world's largest auto market to shift accordingly. After the fierce competition of the fuel vehicle era, the machine changing the world gradually switched to the smart-electric track.

On the afternoon of May 28, 2026. Inside the World Living Room of North Bund, Shanghai. SAIC Group Chairman Wang Xiaoqiu handed an IM LS9 Hyper exclusive custom model to Momenta CEO Cao Xudong. Applause erupted, they shook hands, and SAIC Group's 100 millionth vehicle delivery was frozen in time. Over 70 years of vehicle building journey converged in the giant waves of Shanghai's new era, making SAIC the first Chinese vehicle group to enter the global 100 million-level auto camp: Leading the charge at the forefront of the tide.

In January 1997. Toyota welcomed its 100 millionth car after 50 years. Cross Ford's assembly line operations, Toyota used its unique lean production method to pull the efficiency of the fuel vehicle era to the peak. In the shadow of the Heisei recession and the Asian financial crisis, Japanese cars completed the disassembly of the Euro-American auto myths. Amidst a chorus of praise, Toyota did not indulge in the steel dividends piled by 100 million fuel vehicles. Less than 10 months later, Toyota shocked the world again. The Economist wrote at the turn of the century: When Detroit was still obsessed with the roar of large-displacement SUVs, this Eastern automaker knocked on the door of green and low-carbon early with the Prius.

Now, SAIC IM LS9 Hyper is accelerating the transformation of the auto world with a Chinese way. This car is equipped with the next-generation Star Super Extended-Range Power System, the next-generation Full-Line-by-Wire Four-Wheel Steering System, and the next-generation Intelligent Driving Technology. Every item points to the highest standards of the next generation of electric vehicles. It is both the culmination of SAIC's 70 years of vehicle building foundation and technology, and more importantly, a declaration of China's new energy to the auto world. If the Prius was a gentle reform of the fuel vehicle order, then SAIC IM LS9 Hyper is a breakthrough reshaping of the global automotive gravitational field. Chinese Academy of Engineering academician Wu Wangxing said that LS9 Hyper implants China's original endogenous safety system into the car, which is a very important highlight moment for the whole world: it is the flagship benchmark for the Chinese automotive industry entering the "Fourth Generation Electric Vehicle" era.

Looking back, from a golden phoenix hatched from a grassy nest, to SAIC Volkswagen taking root in Anting, to SAIC GM rising in Pudong, MG, Roewe, IM, Wuling, Baojun, Maxus, etc. have become the backbone of independent brands, Shangjie and Huajing are forging new roads for vehicle building; from fuel vehicles to pure electric; from passenger cars to commercial vehicles; Shanghai's open-mindedness that accepts hundreds of rivers has made SAIC Group different: no technical walls, no ecological islands.

In May 2005. With a silver Touran rolling off the production line, Wolfsburg's 100 millionth car pushed the Volkswagen brand to the 100 million automobile brand club. It is the highest harvest of human mechanical manufacturing system on hardware replication consistency. The golden age of China's automobiles provided even richer dividends for Volkswagen. Crossing the threshold of 100 million automobile scale has never been in the soil of coincidence. In the slice of auto history, it corresponds to three hardcore indicators: anti-risk ability in the face of external changes, industrial consistency under a modern manufacturing system, and strategic agility.

20 years later, these three hardcore indicators welcome a redefinition of smart electrification. Entering 2026, the new energy penetration rate of China's auto market continues to climb. Among them, the penetration rate of passenger cars in April broke through 60 percent for the first time. Standing at the new starting point of cumulative 100 million vehicles, SAIC Group has demonstrated strategic agility in capability output to the global auto market.

This May, SAIC Group's vehicle sales reached 349,000 units, continuing to hold the top position in the industry. In the first five months, independent brand cumulative sales reached 1.173 million units, up 8.6% year-on-year; new energy vehicle sales reached 595,000 units, up 13.2% year-on-year; overseas market sales reached 589,000 units, up 45.9% year-on-year. Independent joint ventures, passenger and commercial vehicles, domestic and overseas working in the same direction, promoting SAIC to continue upward while navigating the cycle.

It is worth mentioning that SAIC's joint venture new energy sector also welcomed new growth points. Joint venture new energy made a strong comeback in May. SAIC GM's new energy vehicle sales in May reached 13,000 units, up 75% year-on-year, with Zhijing E7 deliveries breaking 10,000 in its first month after launch. SAIC Volkswagen's new energy vehicle sales in May reached nearly 10,000 units, up 34.3% year-on-year; the newly launched ID.ERA 9X cumulative deliveries exceeded 7,000 units.

SAIC GM Buick's Series 7 models adopt the locally self-researched Xiaoyao Super Architecture, with the Zhenlong Hybrid Power System. From the three-electric system to high-level intelligent driving with LiDAR redundancy, the underlying R&D logic is realized through localization. SAIC's technology output allowed the Buick brand to be reborn. SAIC Volkswagen's flagship SUV model for the Volkswagen brand, ID.ERA 9X, and Audi's AUDI E7X, are all aggregating global resources and precisely customizing for Chinese users' smart-electric needs.

At this year's Greater Bay Area Auto Show, the AUDI E7X officially launched with a starting price of 269,800 RMB, becoming a new answer for BBA solving the China puzzle. With the dense landing of these models, the cooperation between SAIC Group and General Motors and Volkswagen has completed a transgenerational transition from introducing technology to joint development, to the current "Joint Venture 2.0". Volkswagen's 100 million units in 2005 was built on the fuel dividends of 23 million Golfs and 13 million Passats, erecting the peak of hardware replication consistency.

SAIC Group's 100 million units in 2026, one of its most core contents, is through its own technology and architecture output, restructuring the cooperative division of labor of joint venture brands. This has become the optimal solution for transnational automakers to establish themselves in the Chinese market. This round of new energy transformation in the global auto industry is stormy with uncertainties. Holding the trump cards of technology, SAIC has gradually established a position as a rule maker in the future smart-electric era: Ignore the sound of wind and rain through the woods; why not chant aloud and walk leisurely?

In September 2024. After 57 years of building the factory, a Hyundai IONIQ 5 produced at the Ulsan plant pushed its production record to 100 million. This is the Han River Miracle, a new narrative in the history of the world auto business. The Hyundai Motor Group, therefore, became one of the most globalized automakers. After the export volume of Chinese automakers climbed to the scale of 8 million units, Korea and Japan's auto export records were rewritten. The example of Hyundai and Toyota advancing globally has a new protagonist.

On May 30, 2026. After SAIC Group stood on the first 9-digit delivery volume, the first user of the next 100 million appeared in the UK. London doctor Natalia exchanged her grandfather's MGB from memory for the new generation MG4 EV Urban. The ticking pointer brings a new story. In Shanghai Pudong, in Jakarta, Indonesia, in Lantian, Shaanxi, in Singapore DHL Supply Chain Advanced Regional Center, in Taiyuan, Shanxi, in Hechi, Guangxi, the delivery of 15 brands under SAIC Group is laid out by the second.

Along with the alternating pictures on the screen, SAIC Group's Glocal strategy extends a new outline. It is no longer traditional commodity foreign trade and one-way export of products, but using the whole value chain's Chinese smart-electric core to comprehensively fit the specific lives of different global time zones: Every car of SAIC must turn China's best intelligent technology into steady happiness within reach for every family in the world.

In Oceania, MG's small cars rank at the head of the niche market; in Thailand, MG has become the most stable growing Chinese brand; in 7 countries of South America, MG's sales are approaching the 10,000 unit mark; in Europe, MG has held the European sales champion of Chinese brands for 11 consecutive years, and is also the first Chinese automobile brand with sales breaking 1 million.

In the first five months of this year, cumulative sales exceeded 150,000 units, up 20% year-on-year, continuing to lead Chinese brands. The glory of 100 million+, rushes forward along the Huangpu River. In London's rain, in Bangkok's sunset, in the waves of the Suez Canal, in every corner where Chinese smart-electric solutions take root, it is a new answer sheet of a more international SAIC Group: Stars hang low over the vast plains; the moon surges with the flow of the great river.

受中東局勢擾動、國際燃油價格大幅攀升影響，澳洲汽車市場正經歷深刻嘅結構性變革。當地民眾用車成本與生活成本持續走高，正推動消費需求向高性價比電氣化車型加速傾斜。

喺此背景下，中國車企憑藉成熟嘅新能源技術與親民定價快速搶占市場，銷量大增，持續擠壓日系車企生存空間。今年，澳洲對華汽車進口量首次超越對日進口量，標誌著延續多年嘅澳洲車市格局正發生根本性轉變。

中國車企強勢突圍，日系傳統優勢持續鬆動

澳洲車市長期由豐田等日系品牌主導，但今年以來市場話語權加速更迭。汽車行業研究機構考克斯汽車嘅數據顯示，今年 1 至 4 月，比亞迪成為澳洲銷量增幅最大嘅車企，同比多售出 13,269 輛新車，奇瑞、吉利、長城、Jaecoo 緊隨其後，共同躋身澳洲銷量增幅前五席位。

海獅 7；圖源：比亞迪

與之形成鮮明對比嘅係，澳洲市場龍頭豐田銷量大幅下滑，同比減少 17,502 輛，為行業最大跌幅，三菱、日產、馬自達等日系品牌及美國福特均出現不同程度嘅銷量萎縮。

近年來中國車企喺澳洲嘅佈局節奏持續提速，市場滲透率實現跨越式增長。自 2022 年喺今，澳洲在售中國車型數量增長超五倍，達到 70 款，共計 11 家中國車企、22 個品牌扎根當地市場。

今年 1-4 月，中國品牌澳洲整體銷量占比升至 25%，較去年同期唔足 15% 嘅份額實現大幅躍升。反光日系車企，儘管今年前三個月仍佔據澳洲四成市場份額，底蘊深厚，且豐田依舊係澳大利亞銷量最高嘅汽車品牌，但喺中系車嘅持續衝擊下，日系車企增長基本停滯，市場份額正被逐步蠶食。

圖源：豐田

全球汽車產業格局轉變趨勢日趨明顯：今年澳洲從中國進口嘅汽車總量，首次超過從日本進口嘅汽車數量，其中既包含中國本土品牌車型，也涵蓋喺華建廠生產嘅海外品牌車型。

今年前三個月，澳洲進口中國產汽車 107,196 輛，同比增長 60%；進口日本產汽車 94,500 輛，同比下滑 23%；中國首次超越日本，成為澳洲第一大汽車進口來源國；同期澳洲從泰國、韓國、德國進口嘅車輛分別為 72,689 輛、47,492 輛、17,569 輛，均低於中國進口規模，中系車嘅市場競爭力顯著提升。

考克斯汽車評論員 Mike Costello 分析，澳洲新車年銷量穩定喺 120 萬輛左右，市場體量穩固，隨著更多中國車企持續入局，傳統車企嘅市場份額將進一步被擠壓，“中升日降”已成為澳洲車市嘅核心趨勢之一。

Mike Costello 講道：“簡單來說，當下市場格局呈現中國車企份額上漲、日系車企份額下滑嘅特徵。日系品牌整體底蘊依舊雄厚，但澳洲車市整體漲幅僅有數個百分點。”

油價與性價比共振，中企領跑澳洲新能源賽道

喺此輪市場變革中，新能源汽車成為撬動格局更迭嘅核心力量。此前澳洲電動化進度長期滯後於全球主流市場，消費者更偏好傳統燃油車。但中東局勢引發嘅油價暴漲，疊加政府購車補貼政策，顯著激活咗當地新能源消費潛力，電動車市場迎來爆發式增長。

今年 3 月，澳洲電動車銷量已佔乘用車與 SUV 總銷量嘅近兩成，市場滲透速度大幅加快。行業預判，2026 年澳洲電動車銷量有望達到 15 萬輛，較去年實現五成左右增幅。

憑藉技術與價格雙重優勢，中國車企已喺澳洲新能源賽道佔據主導地位。數據顯示，中國車企佔據澳洲純電動車市場 54% 嘅份額，喺插電混合市場嘅占比更是高達 76%。

具體銷量維度，特斯拉 Model Y 小幅領跑純電車型銷量榜單，比亞迪海獅 07（Sealion 7）緊隨其後；而整體電動車銷量榜單中，比亞迪以 14,406 輛嘅累計銷量遙遙領先，領先第二名特斯拉嘅 8,485 輛。

圖源：特斯拉

新能源熱潮已覆蓋新車、二手車全市場。澳洲汽車經銷商協會數據顯示，今年 3 月當地二手電動車成交量較 2 月實現翻倍增長，市場消費熱度持續升溫。

澳洲汽車經銷商協會行政總裁 James Voortman 表示，油價走高、政策補貼加持，疊加大批高性價比中國電動車入局，多重因素共同加速咗當地純電與混動車型嘅普及進程。

James Voortman 講道：“好多人忽略咗一點，如今湧入澳洲市場嘅電動車價格大幅下探，核心原因之一就係大批高性價比中國車型進駐。購車門檻降低、日常無需承擔高昂油費，再疊加政策補貼加持，對於打算入手新車或二手車嘅消費者而言，電氣化車型已具備極強嘅選購吸引力。”

相較於傳統燃油車較高嘅使用成本，中國混動、純電車型兼顧低價購入、低成本養護嘅核心優勢，精準匹配當下澳洲民眾降低生活開支嘅需求。

Mike Costello 表示：“目前民眾生活成本壓力加大，越來越多人傾向選購電氣化車型，而中國車企產品恰好契合這兩大市場需求。中國車型定價普遍更具優勢，混動與純電車技術成熟、產品實力出眾。”

從市場邏輯來看，日系燃油車嘅省油、耐用優勢，喺高油價時代正被電動車嘅綜合性價比逐步抵消，這亦係日系品牌持續走弱、中國車企快速崛起嘅核心底層邏輯之一。隨着電動化浪潮持續深化，中國品牌喺澳洲市場嘅地位有望進一步鞏固。

June 6, the 212 off-road vehicle Altay Rally finale ceremony landed in Qingdao. Han Qiaosheng, well-known driver Han Wei, manufacturers and amateur drivers, and event logistics teams gathered on-site to recap the just-concluded 2026 Altay International Rally. This year's event covered an extreme journey of 7,500 km. The 212 team relied on near-stock T01 mass-produced models, facing a host of 3.0T large-displacement competitors with 2.0T power, securing two wins and one runner-up in stages SS10 to SS13, winning the runner-up position in the T2.1 production factory team, and was the only participating manufacturer to achieve 100% course completion in this category. From the extreme battles on the Gobi sand fields to the glory summary at the offline ceremony, the old off-road IP proved with a practical fight: classic off-road is not just about preserving nostalgia; stock mass-produced cars can also stand on the podium of domestic top-tier rally events. The ordinary person's Altay off-road dream is taking root and sprouting.

The Altay Rally is known as the 'Eastern Dakar'. The 2026 session is considered the peak of difficulty in history by the industry. It spans across the northern and southern sides of the Tianshan Mountains, interwoven with desert, Gobi, Yardang, and shell crater road conditions. Over 60% of stages are shifting desert terrain, with partial stage surface temperatures breaking 60°C. Ultra-long distance high temperatures, continuous marches in no-man's-land caused many old teams to fail consecutively. The single ultra-long SS3 stage alone saw more than 30 vehicles suffer tire blowouts and more than 10 race cars helplessly withdraw, a tragic scene. The T2.1 category, as the core arena for factory mass-produced head-on showdown, rules clearly require that participating vehicles' power, chassis, gearbox, and other core hardware remain consistent with the mass-market production version. Only safety accessories like roll cages can be added, making it a 'strict open-air testing laboratory' for measuring a off-road vehicle's factory reliability. Against this background, 3.0T large-displacement models have long occupied category advantages. For small-displacement 2.0T models to break through was viewed by most off-road practitioners as an almost impossible task before the race.

No one expected that the old domestic off-road 212 would become the biggest dark horse of this event. The T01 battle cars that participated throughout had no heavy event modifications. The factory standard 2.0T turbocharged engine paired with ZF 8AT gearbox, assisted by BorgWarner large transfer case, 4L mode torque can be amplified 2.64 times. Under extreme operating conditions such as Gobi steep slope climbing and full-load towing, low-torque output is enough to rival large-displacement models. Long-distance crossing power remained smooth throughout, and failure rate was controlled at an extremely low level. At the body level, body-on-frame + front and rear solid axle classic hard-core architecture, combined with specialized optimized chassis tuning, faced continuous bumps and deep pit impacts, with body torsion resistance and deformation control performance standing out; full vehicle galvanized steel body calmly resisted Gobi gravel continuous scraping corrosion. Regarding safety configurations, the load-bearing capacity of the reinforced occupant cabin top increased by 16%. The cage body structure, paired with 540° panoramic imaging and emergency rescue call system, balanced extreme off-road performance with daily driving safety. This set of factory hardware configuration stood up to the solid real-world all-scenario verification in more than 7,000 km of bad road conditions.

At the finale ceremony scene, a group of Altay witnesses took turns sharing stage stories. From steady positioning earlier to preserve vehicle condition, to the latter half's devil desert stages suddenly powering up to sweep stage championships and runner-ups, drivers admitted that before the race no one was certain a 2.0T factory car could break out from a group of large-displacement opponents. The vehicle's stable and durable foundation was the key for the team to achieve full completion. Famous event host Han Qiaosheng commented on-site: "212 is a symbol of off-road nostalgia for generations of Chinese. In the past, people only remembered its classic history. Now it refreshes cognition with Altay results. Domestic hard-core off-road is breaking stereotypes with practical factory quality." Champion driver Han Wei also stated on-site: "T01 factory mechanical quality exceeded industry expectations. Relying on event data to polish products is a reliable path for domestic off-road brands to move steadily upwards."

Stage results landing in the consumer market was the heavy signal released by this ceremony. 212 officials officially announced at the event that the Altay same off-road modification kit will soon land on the brand's official mall. The kit includes chassis armor, beadlock wheels, professional off-road tires, and a full set of recovery and rescue equipment. All modification accessories have been tested on 212's 7,500 km extreme road conditions. Ordinary 212 owners do not need to modify the vehicle body significantly and can quickly upgrade off-road hardware to easily realize a cross-over switch from city commuting to wilderness crossing. 212 Off-Road Vehicle Marketing General Manager He Zhaopeng stated in the ceremony interview: "212's original intention was never to only be a race champion car, but to popularize off-road culture, giving every ordinary owner a chance for the off-road seeds in their hearts to take root and sprout. Verifying products at the Altay venue and benefiting users with modification kits is a key step for the brand to connect the race track and consumer market."

Focusing on future event layout, 212 has finalized the global off-road event map: the Altay Rally, Malaysia Sabah International Rainforest Race, Alxa T3 Challenge, and 2027 Altay Rally are all included in the participation plan, continuously practicing the 'race promoting research' product development philosophy. In addition, the brand's two heavy user support plans were launched simultaneously: the 2027 Altay amateur driver national recruitment has officially started, ordinary owners have the chance to fight in the top Altay venue as drivers; partnering with champion driver Han Wei to build the Champion Off-Road Training Academy, providing systematic off-road teaching, pre-race training, and full-chain empowerment for race participation to national owners. From professional factory teams fighting international events to cultivating amateur off-road enthusiasts, 212 is building a complete national off-road ecosystem from products, events to user training.

Looking at the domestic hard-core off-road market, many brands fall into the quagmire of 'heavy track modifications for results, mass-market vehicles disconnected from race cars', while 212 chooses to go against the grain, insisting on factory mass-produced car participation, using Altay extreme road conditions to reverse-optimize mass-produced models, and then releasing off-road technology precipitated from the track to ordinary consumers. With more than 60 years of brand accumulation, 212 has long stepped out of the single-nostalgia marketing old road. The Altay 7,500 km yellow sand trial is a self-renewal of classic domestic off-road. When modification kits enter the mall and amateur drivers can go directly to the Altay venue, 'Every 212 has an Altay dream' is no longer a slogan, but a reality that can be touched upon landing.

In the future, accompanied by multiple domestic and international top events landing successively and the off-road training academy operating on a normalized basis, 212 will also continue to convert track technology into consumer product strength, letting domestic hard-core off-road not only gallop across the Gobi and Altay but also accompany thousands of owners to rush to the distant mountains and fields.

5 月 28 日，上海汽車集團交咗第 1 億輛整車，成為國內首家累計產銷量破億嘅汽車集團。其中，上海汽車通用五菱貢獻咗超過 3200 萬輛。同一日，上海汽車通用五菱嘅全球車型 EKSION 喺印尼雅加達交付畀首批用戶。

“人民需要咩，五菱就造咩。”呢句話唔係白講嘅。五菱總能抓實用戶真實嘅需求，推出爆款車型。例如五菱宏光，能拉貨能帶人，皮實耐用，變成無數創業同埋家庭嘅得力助手。後來大家生活水平提升咗，寶駿 730 又靠靈活空間同埋平實價格，打破咗合資品牌喺 MPV 市場嘅壟斷。2020 年，趕上新能源轉型嘅窗口期，宏光 MINIEV 爆紅咗，成為國內代步細電車入面嘅先行者之一。今年 5 月，五菱同華為乾崑聯手推出首款科技旗艦大六座 SUV——華境 S，把高端智能駕駛嘅價格門檻打低咗。

五菱唔單止喺新能源同智能化上加緊佈局，海外市場越走越深。而家，五菱喺海外嘅累計銷量已經超過 150 萬輛，業務覆蓋全球 110 多個國家同地區。

五菱能夠走到依家，靠嘅係三把“刷子”：第一，全球首創嘅智能島製造體系，簡單講就係“車搵工位、料搵車”，用柔性生產嘅方式，既提高效率又降低成本；第二，針對唔同國家推出唔同車型，如 EKSION（星光 560）、DARION（星光 730）、BINGO（五菱繽果）、BINGO S（繽果 S）等，覆蓋 SUV、MPV、轎車，滿足各地用戶嘅多樣化需求；第三，獨創嘅“搬鏈出海”模式，將製造、供應、銷售、金融、人才五條鏈深度綁埋一齊，唔再係簡單將車賣咗出，而係將整套中國智造嘅體系同標準推向全球。

今次喺印尼交付嘅全球車 EKSION，就係五菱全球化戰略嘅最新成果。五菱以印尼為核心，持續深耕“印尼—馬來西亞—泰國”一體化區域戰略，將新能源產品同本地化嘅供應鏈逐步覆蓋到馬來西亞、泰國，未來仲將輻射越南、菲律賓等東盟國家，形成區域聯動、共同發展嘅全球化格局。

Author: Guan Hongye

Who Leads the Tide — A Milestone for SAIC's 100 Million Vehicles and a Watershed Moment for the Chinese Automotive Industry.

Rivers surge and peaks compete. In the 2026 Chinese automotive market, unprecedented scenes are surging forward.

Local brands have broken through a market share of 60%, new energy vehicle penetration is approaching 40%, and export volume has ranked first globally for two consecutive years... This is not merely a pile of numbers, but a profound structural transformation. Chinese cars have shed the old label of "large but not strong", and now stand on the map of the global automotive industry, using wheels as the brush and mountains and rivers as the ink to write their own majestic footnotes.

Amidst the magnificent progress of Chinese automobiles, on May 28, 2026, SAIC Group became the first domestic automaker to reach this historic milestone with a cumulative production and sales volume of 100 million vehicles.

The formation of any industry's landmark volume is not the work of a day or two, but the result of long-term resonance between the general trend of the times, industrial iteration, and corporate resolve.

Behind the "100 million vehicles" lies not only the ceiling of one company's growth, but a microcosm of China Manufacturing's independence, autonomy, and self-strengthening, and even more so, an epic of growth where the enterprise and industry grow in sync and share in the ups and downs.

Understanding SAIC's "100 million vehicles" is to understand the growth code of Chinese automobiles moving from large to strong, breaking the cocoon and becoming a butterfly.

Protagonist: A Global Relay of 100 Million Trusts

On the afternoon of May 28, the Shanghai North Bund World Living Room. This place has witnessed a century of tides on both sides of the Huangpu River, the exchange and dialogue of Chinese and foreign civilizations, and many historic moments when China opened its doors to the world. And today, a "Global Relay Delivery" spanning the Asian and European continents is about to unfold here.

The camera starts from the banks of the Huangpu River, sweeps across the ocean, and lands in London — a young doctor receives the keys to the MG4 EV from his grandfather, inheriting the legacy; it turns to Jakarta, where an Indonesian men's football national player sits in the Wuling Eksion, heading towards the distance; it comes to the Singapore DHL regional center, where a batch of Maxus eDeliver5 pure electric light trucks goes into operation, mission accomplished. In Shanghai Anting, in Liuzhou, Guangxi, in Lantian, Shaanxi... 15 brands, 18 models, multiple time zones, multiple cities succeeding each other, completing a historic delivery spanning mountains and seas, resonating in sync.

The special thing about this delivery is that users were pushed to the center of the stage. There was no deliberate positioning, only a handoff of keys stick after stick, and a silent relay of 100 million trusts.

The 100 millionth user was Momenta CEO Cao Xudong. This is highly symbolic — Cao Xudong not only became the 001st owner of the LS9 Hyper himself, but also announced at the delivery site that L3 autonomous driving will be launched first by SAIC.

There are more stories worth remembering.

Luo Zhenyu, founder of the GetAPP, became the 001st experimenter of the Huajing S; former German national football player Yang Chen chose the ID.ERA 9X, as its golden hybrid and long-termism were in sync; 85-born village secretary Pang Fuqiang delivered meals to elderly people left behind using a Wuling Rongguang pure electric vehicle; a tech media blogger was moved by the Huawei smart driving of the Shangjie Z7; bulk users such as DHL and Jiading Bus — behind every commercial vehicle is a "wealth creation tool" for the strivers.

This is a delivery ceremony without an absolute protagonist, yet where everyone is the protagonist. 100 million vehicles is not just a number rolling over on the production line, but 100 million real, specific, and warm choices.

And only SAIC has the capability to complete such a global relay: Wuling deepens into the people's livelihood and inclusive market, MG flies the flag of Chinese brands going global, IM Motors pushes into the global high-end intelligent manufacturing track, Shangjie promotes the inclusiveness of intelligent technology for the public, plus a mature and profound matrix of joint venture brands — this is no longer a simple delivery, but a panoramic parade of SAIC's seventy-year system competitiveness, a comprehensive practical exercise.

Scale: Three Leaps Behind 100 Million Vehicles

Fifteen brands, eighteen models, multiple time zones, 100 million trusts — this ruler measuring the thickness of the Chinese automotive industry clearly records the deep value at the three levels of enterprise, industry, and country.

Enterprise Dimension: From an alley workshop to a giant of 100 million vehicles.

In 1955, the Shanghai Internal Engine Parts Manufacturing Company was established, with only workshops in alleyways and a group of enthusiastic workers. In 1958, workers hammered out the first Phoenix brand sedan with hammers — "A golden phoenix flies out of a straw nest". Seventy years later, SAIC became China's first automotive group to break through 100 million cumulative production and sales.

What is more noteworthy is the structural change: over ten years, the proportion of local brands rose from 38.0% to 65.0%, new energy penetration rose from 0.2% to 36.4%, and overseas sales increased from 697,000 vehicles to 1.071 million vehicles. This is a profound transformation of "trading structure for scale" — numbers are adjusting, quality is leaping. Outside of 100 million vehicles, challenges still exist, but SAIC has bid farewell to the old era of making money solely from joint ventures; the sequel to scale will be written by technology-driven.

Industry Dimension: From "Market for Technology" to "Defined by China".

SAIC's 100 million vehicles is a bright mirror of the rise of Chinese automobiles. Forty-odd years ago we traded market for technology; today Chinese car companies begin to export technology, standards, and ecosystems to the world.

Especially "Autonomous, New Energy, Export" — the New Three Items have become the core support of the Chinese automotive industry. Local brands have broken through a market share of 60%; new energy penetration is approaching 40%. SAIC started with 1,125 new energy vehicles from the 2010 World Expo and ended 2024 with 1.368 million vehicles delivered at terminals; semi-solid-state batteries, zero-combustion magic cube batteries, and other technologies lead the world; exports have ranked first globally for two consecutive years. SAIC products are distributed in over 170 countries, with cumulative overseas deliveries exceeding 7 million vehicles; MG has been the top-selling Chinese brand in Europe for 11 consecutive years.

In 2025, Chinese automobile production and sales ranked first globally for 17 consecutive years, and new energy vehicles ranked first globally for 11 consecutive years. Innovation has moved from "single-point breakthroughs" to "systematic promotion". SAIC has cumulatively invested over 150 billion yuan in R&D, with nearly 25,000 valid patents. Semi-solid-state batteries were mass-produced first, steer-by-wire was implemented, and dual L4 licenses were secured — hard-core technology has moved from the "bookshelf" to the "store shelf".

National Dimension: From Economic Pillar to World Business Card.

In 2023, China's automotive industry output value reached 11 trillion yuan, accounting for nearly 10% of GDP, exceeding real estate for the first time as the primary economic pillar, with direct and indirect employment exceeding 30 million people. Strong automobiles mean strong manufacturing; strong manufacturing means a stable Chinese economy.

SAIC's globalization is upgrading from "Product Going Global" to "Value Chain Going Global". Relying on three R&D centers and four overseas manufacturing bases, the self-operated RoRo fleet has reached 41 ships, with routes covering the globe. This is not just growth in export data, but a profound reconstruction of global capabilities. The technology and products of Chinese intelligence are bringing greener and smarter travel choices to global users — this is the most vivid world meaning of "Made in China".

Genetics: The Underlying Logic of 100 Million Choices

100 million vehicles is not just a number. It is more like a milestone, leading us to look back: on what basis did this group reach today?

Over seventy years of prosperity, leading the way through multiple waves of industry changes, is not accidental. Amidst the ups and downs where wind tunnels alternate one after another and frivolity prevails, SAIC has precipitated three core genes: dare to break through, good at coexisting, and valuing original intentions — this is the fundamental confidence for enterprises to cross cycles and resist risks, and the most precious spiritual base color for high-quality industrial enterprises in China.

Dare to break through, do not stick to the comfort zone.

In 1958, workers in an alley workshop hammered out the Phoenix brand sedan with hammers — "A golden phoenix flies out of a straw nest". This is the simplest interpretation of "knowing cars": even without conditions, create conditions to build cars and let Chinese people drive their own sedans.

In 1987, the localization rate of the Santana was only 2.7%. Zhu Rongji proposed "Never do substitute engineering". The Shanghai Automotive Gear Factory sent 43 people to Germany to disassemble and transport second-hand transmission equipment. In 1989, the domestic Santana transmission was born, with quality fully meeting standards. By 1993, the localization rate exceeded 80%.

In 2016, SAIC and Alibaba crossed boundaries to launch the Roewe RX5, the world's first mass-produced Internet car. Jack Ma sighed that "the driving force needed for innovation to land is huge", but SAIC dared to be the first to move, evolving cars from mechanical tools into intelligent terminals. This breakthrough was the starting point of "understanding you" — users need not just transportation, but a partner connected to digital life.

In the Intelligent Electric Era, from mass-producing semi-solid-state batteries to implementing steer-by-wire, from dual L4 licenses to AI large models on cars, SAIC has always responded to "how to understand users better" with technological breakthroughs — range anxiety? Solved. Control pain points? Solved. Smart experience? From understanding commands to predicting needs.

Not sticking to past achievements, not following industry trends blindly, seeking survival in change and developing in innovation — this is the development base color that SAIC has always followed.

Good at coexisting, do not build cars in isolation.

In the 1980s, SAIC gathered the strength of the city to overcome parts localization. German experts taught technology, Chinese workers learned craftsmanship. German experts sent coffee for Chinese workers, Chinese workers invited German experts home for Chinese New Year. Cooperation was to let Chinese users have cars of world-class quality — this is the original intention of "understanding you" in itself.

In 1998, the Shanghai General Motors project was built and put into production in just 23 months, creating "Shanghai Speed". The chairman of General Motors of the US sighed: "We brought the management and technology of General Motors in the US to Shanghai General Motors, we also want to bring the construction speed of Shanghai General Motors back to the US."

Today, SAIC never becomes an "ecosystem island". With Huawei, the Stelato was launched, bringing high-level intelligent driving into the 150,000 yuan family bracket; in-depth co-creation with Momenta, intelligent driving solutions empower IM Motors, Volkswagen, Audi, Buick, Cadillac, and other brands; together with tech companies such as OPPO, Doubao, and Horizon Robotics, they turn AI large models, intelligent cockpits, and chip computing power into smooth experiences that users can touch and feel.

The 100 millionth user is the Momenta CEO — partners becoming car owners, this is the most vivid persuasiveness of an open co-creation ecosystem.

Openness is not dependency, coexistence is not compromise, but turning external resources into own technology, product, and service capabilities, ultimately benefiting thousands of users.

Valuing original intentions, not betraying trust.

The iron law of Santana localization "Never do substitute engineering" continues today in every factory and production line of SAIC. From promoting the concept change with small matters like "Toilet Revolution" to making "exquisiteness" the vow of quality work — users do not understand technical parameters, but they understand "This car is reliable to use".

Fengxiang supplied bumpers for Shanghai General Motors. The first batch of products met the standards, but General Motors required higher quality. The general manager said nothing and sawed off that bumper on the spot: "Customers are God. What God does not want is to be sawed off."

This obsession with quality eventually turned into the reputation of "10-year fade-proof paint", "zero self-ignition battery", "300,000 kilometers without major overhaul". Quality is the baseline of "understanding you". No "understanding" can leave "reliability". SAIC exchanged 70 years of quality adherence for 100 million times of trust choice by users.

Three cultures, one lineage. Breakthrough makes SAIC constantly break boundaries; coexistence makes SAIC gather global wisdom; original intention makes SAIC win user trust. These three genes eventually converge into one simple promise: Know cars, understand you better.

Knowing cars is the extreme pursuit of core technology. Understanding you is to accurately implement every frontier technology into a perceivable and enjoyable美好 travel experience for users. "Know cars, understand you better" is not a slogan, but an action guideline that runs through SAIC.

Just as the temperature conveyed by the global delivery ceremony — no deliberate positioning, only a handoff of keys stick after stick, and 100 million trusts completing the relay.

Journey: 100 Million Is Not the End, The New Journey Surpasses the Past

In 1955, a starting point of a small alley workshop.

In 1983, the first Santana assembly was off the line, localization rate 2.7%. The German Spiegel asserted the project might fail.

In 2006, the first Roewe 750 was off the line, breaking the ice for local brands.

In 2016, the first Internet car Roewe RX5 was launched.

On May 28, 2026, the global 100 millionth user was delivered.

This is a long-distance run spanning over 70 years. Every leg was accompanied by doubts and challenges, and every step stepped on the key nodes of the Chinese automotive industry.

100 million vehicles is a milestone and also a watershed. The era of wild growth for the Chinese automotive industry has ended, and the old path of extensive scale expansion and homogeneous low-price competition has reached its end. SAIC has bid farewell to the traditional thinking of "scale priority" and is accelerating the deep transformation into a user-oriented high-tech travel company.

On the technical end, deepen the "Three Electrics", intelligent driving, digital chassis, AI cockpit, and promote technology equality; on the market end, consolidate the local brand base, deepen the globalization strategy, and promote the full-range global export of brands, technology, standards, and ecosystems; on the industrial end, persist in open coexistence and build a more vital intelligent travel ecosystem.

From the faint starlight in Shanghai alleyways to the industrial galaxy of 100 million volumes; from passively following overseas standards to proactively defining the industry's future; from a single vehicle manufacturing enterprise to a technology travel service provider with a full domain layout — SAIC's 70 years is an engineering history of a single enterprise, and more so, an evolutionary history of the Chinese automotive industry's turbulent advancement, seeking light and rising upward.

Now, standing on a new starting point, SAIC's next 100 million vehicles will also present a more distinct new posture: Local brands as the flag, global as the boundary, technology as the core. The road ahead will be run faster and travel farther, making Chinese automobiles not only have the weight of scale, but also the power of technology, the gold content of brands, and truly stand at the top of the world.

100 million is not the end — the road ahead is long, the journey is not yet finished.

6 月 1 號，2026 中國環塔國際拉力賽喺新疆收車。首次參賽嘅 212 越野車隊，喺總里程 7500 公里、特殊賽段 3400 公里嘅極限苦戰中，成為 T2.1 量產組廠商隊唯一 100% 完賽嘅品牌，最終贏得該組別亞軍。喺 2.0T 引擎對抗 3.0T 嘅排量劣勢下，212 T01 用一場全隊完賽證明咗中國硬派越野嘅量產可靠性。

本屆環塔被稱為「史上最難」，沙漠賽段佔比超 60%，極端高溫、無人區奔襲、連續刀鋒坡與「雞窩坑」對車輛動力、底盤、車身剛性提出咗嚴苛考驗。喺競爭最激烈嘅 T2.1 量產組中，212 T01 以接近原廠狀態嘅量產車出戰——僅加裝防滾架、賽車座椅等安全裝備，核心動力總成同底盤結構同市售版一致。

首賽段 SS1，212 T01 即拿下組別季軍；SS3 賽段，喺 30 餘台賽車爆胎、十餘輛退賽嘅險境中，成為該組別唯一完賽嘅 2.0T 廠商車隊；淘汰率最高嘅 SS5 賽段，車隊頂住壓力，以 100% 完賽率包攬組別三、四名。進入後半程魔鬼賽段，265 號、266 號車組連續喺 SS10、SS11 賽段奪得組別冠軍，SS12 賽段再奪亞軍。最終，212 車隊贏得 T2.1 量產組廠商隊亞軍，並成為全場唯一全隊完賽嘅 T2.1 量產組品牌。

喺環塔咁高强度、長距離嘅越野賽事中，完賽率本身就係最直觀嘅可靠性指標。T01 嘅動力系統喺高溫與高負載交替中保持穩定輸出；交叉軸密布嘅河道與「雞窩坑」路段，佢嘅懸掛行程與輪胎抓地力經受住考驗；碎石河床嘅暗坑衝擊下，高抗扭剛性車身維持咗姿態穩定。全程無被動陷車，驗證咗車輛喺極限環境下嘅機械素質與耐久性。同步承擔後勤保障任務嘅探境者 01，每天賽車返回後準時送達維修設備與備件，保障咗車隊嘅持續作戰能力。這種「以賽代驗」嘅模式，正成為 212 技術迭代嘅加速器。

212 T01 嘅量產車表現，依賴於品牌喺北京車展上發布嘅「俠客」與「遠征」兩大技術平台。「俠客」平台採用前後五連桿整體橋、非承載式車身，支持汽油、柴油及混動系統，T01 同探境者 01 均誕生於此；「遠征」平台則定位全場景智能越野架構。兩大平台嘅發布，標誌住 212 從單一車型生產邁向體系化技術輸出。

賽事之外，212 嘅全球化佈局同步推進。目前其全球銷售網絡已覆蓋超 80 個國家和地區，喺阿聯酋、墨西哥、印尼等地設立海外子公司與辦事處，建成 9 大全球配件中心倉庫，並喺東南亞、中亞、中東落地多個 KD 散件裝配項目，未來仲會喺拉美、非洲持續拓展。從賽道驗證到全球市場，212 正構建「賽事 - 技術 - 產品 - 服務」嘅閉環。

環塔賽場上，車隊曾主動停車救援受困對手，一位從 200 公里外專程趕來嘅細路仔收到咗車手贈送嘅帽子。這些細節傳遞出越野精神：探索、熱愛與互助。喺國內，212 透過「樂野之日」音樂派對、G212 國道探索之旅等活動培育越野文化；喺海外，從達喀爾到馬來西亞沙巴雨林賽，從 Mille Miglia 經典車拉力賽到美國 SEMA 改裝展，212 正將中國越野品牌帶入全球視野。

從全隊完賽到全球化佈局，212 喺環塔嘅答卷不僅係成績單，更係一次對量產車極限可靠性嘅公開展示。當中國越野品牌敢於用最嚴苛嘅賽道驗證產品，並將驗證成果轉化為消費者可感知嘅品質承諾，「中國製造」喺硬派越野領域嘅信任資產正在積累。

Terdapat gangguan daripada situasi Timur Tengah, harga minyak petrol antarabangsa meningkat secara mendadak, pasaran kereta Australia sedang mengalami perubahan struktur yang mendalam. Kos penggunaan kenderaan dan kos sara hidup orang tempatan terus meningkat, mendorong permintaan pengguna untuk condong kepada model elektrifikasi nilai tinggi secara cepat.

Dalam konteks ini, pengeluar kereta China dengan teknologi tenaga baharu yang matang dan penetapan harga mesra rakyat dengan cepat merebut pasaran, jualan meningkat secara besar-besaran, terus menekan ruang pasaran pengeluar kereta Jepun. Tahun ini, jumlah import kereta Australia ke China untuk kali pertama mengatasi import ke Jepun, menandakan struktur pasaran kereta Australia yang berlanjutan bertahun-tahun sedang mengalami perubahan asas.

Pengeluar kereta China meletup dengan kuat, kelebihan tradisional pengeluar Jepun terus melemah

Pasaran kereta Australia telah lama dipimpin oleh jenama Jepun seperti Toyota, tetapi sejak awal tahun ini kuasa pasaran semakin berubah dengan cepat. Data daripada institusi penyelidikan industri automotif Cox Automotive menunjukkan, dari Januari hingga April tahun ini, BYD menjadi pengeluar kereta dengan peningkatan jualan terbesar di Australia, menjual 13,269 unit kereta baharu lebih berbanding tahun lalu, Chery, Geely, Great Wall, Jaecoo mengikuti rapat, bersama-sama menduduki lima kedudukan teratas peningkatan jualan di Australia.

Singa Laut 7; Sumber Gambar: BYD

Sebagai kontras yang ketara, jualan Toyota sebagai pemimpin pasaran Australia merosot dengan ketara, menurun 17,502 unit berbanding tahun lalu, merupakan penurunan terbesar dalam industri, jenama Jepun seperti Mitsubishi, Nissan, Mazda serta Ford Amerika Syarikat menunjukkan penyusutan jualan pada tahap yang berbeza.

Pada tahun-tahun kebelakangan ini,节奏布局 pengeluar kereta China di Australia terus mempercepat,渗透率 pasaran mencapai pertumbuhan melompat. Sejak 2022 sehingga kini, bilangan model kereta China yang dijual di Australia meningkat lebih lima kali, mencapai 70 model, jumlah 11 pengeluar kereta China, 22 jenama berakar di pasaran tempatan.

Januari-April tahun ini, keseluruhan bahagian jualan jenama China di Australia meningkat ke 25%, dibandingkan bahagian kurang 15% tahun lalu mencapai lonjakan besar. Sebaliknya pengeluar kereta Jepun, walaupun empat bulan pertama tahun ini masih menguasai 40% bahagian pasaran Australia, dasar kukuh, dan Toyota masih menjadi jenama kereta jualan tertinggi di Australia, tetapi di bawah serbuan berterusan kereta sistem China, pertumbuhan pengeluar kereta Jepun basic tersangkut, bahagian pasaran sedang dikikis secara beransur-ansur.

Sumber Gambar: Toyota

Trend perubahan struktur industri automotif global semakin jelas: jumlah keseluruhan import kereta Australia dari China tahun ini, untuk kali pertama melebihi jumlah import dari Jepun, di antaranya termasuk model jenama tempatan China, juga merangkumi model jenama luar negara yang dihasilkan di kilang di China.

Empat bulan pertama tahun ini, Australia mengimport 107,196 unit kereta pengeluaran China, meningkat 60% berbanding tahun lalu; mengimport 94,500 unit kereta pengeluaran Jepun, menurun 23% berbanding tahun lalu; China untuk kali pertama mengatasi Jepun, menjadi negara sumber import kereta terbesar di Australia; pada masa yang sama, import kereta Australia dari Thailand, Korea, Jerman masing-masing ialah 72,689 unit, 47,492 unit, 17,569 unit, semuanya lebih rendah daripada skala import China, daya saing pasaran kereta sistem China meningkat dengan ketara.

Peneraju Cox Automotive Mike Costello menganalisis, jualan tahunan kereta baharu Australia stabil sekitar 1.2 juta unit, saiz pasaran kukuh, seiring pengeluar kereta China yang lebih banyak terus masuk ke dalam, bahagian pasaran pengeluar kereta tradisional akan semakin ditekan, "China naik Jepun turun" telah menjadi salah satu trend utama pasaran kereta Australia.

Mike Costello berkata: "Secara ringkas, struktur pasaran semasa menunjukkan ciri kenaikan bahagian pengeluar kereta China dan penurunan bahagian pengeluar kereta Jepun. Jenama Jepun secara keseluruhan asas masih kukuh, tetapi peningkatan keseluruhan pasaran kereta Australia hanya beberapa peratus poin."

Harga Minyak dan Nilai Baik Beresonans, Syarikat China Memimpin Landasan Tenaga Baharu Australia

Dalam perubahan pasaran ini, kereta tenaga baharu menjadi kekuatan teras untuk mengungkit perubahan struktur. Sebelum ini,进度 elektrifikasi Australia telah ketinggalan lama berbanding pasaran utama global, pengguna lebih meminati kereta petrol tradisional. Tetapi ledakan harga minyak yang berpunca daripada situasi Timur Tengah, ditambah dasar subsidi pembelian kereta kerajaan, secara ketara mengaktifkan potensi konsumsi tenaga baharu tempatan, pasaran kereta elektrik menyambut pertumbuhan letupan.

Mac tahun ini, jualan kereta elektrik Australia telah hampir mengambil 20% daripada jumlah jualan kenderaan penumpang dan SUV, kelajuan渗透 pasaran dipercepat dengan ketara. Industri meramal, tahun 2026 jualan kereta elektrik Australia dijangka mencapai 150,000 unit, mencapai peningkatan sekitar lima puluh peratus berbanding tahun lalu.

Dengan kelebihan ganda teknologi dan harga, pengeluar kereta China telah mendominasi landasan tenaga baharu di Australia. Data menunjukkan, pengeluar kereta China menguasai 54% bahagian pasaran kereta elektrik tulen Australia, dalam pasaran pam hybrid lebih tinggi lagi mencecah 76%.

Dalam dimensi jualan spesifik, Tesla Model Y memimpin sedikit dalam senarai jualan model elektrik tulen, BYD Singa Laut 07 (Sea Lion 7) mengikuti rapat; manakala dalam senarai jualan keseluruhan kereta elektrik, BYD unggul jauh dengan jumlah kumulatif 14,406 unit, mendahului Tesla kedua dengan 8,485 unit.

Sumber Gambar: Tesla

Gelombang kehangatan tenaga baharu telah menutupi pasaran kereta baharu dan kereta terpakai sepenuhnya. Data Persatuan Pengedar Kereta Australia menunjukkan, pada Mac tahun ini, transaksi kereta elektrik terpakai setempat mencapai peningkatan dua kali ganda berbanding Februari, kehangatan konsumsi pasaran terus meningkat.

Ketua Pegawai Eksekutif Persatuan Pengedar Kereta Australia, James Voortman menyatakan, harga minyak meningkat, sokongan subsidi dasar, ditambah dengan masuknya besar-besaran kereta elektrik China nilai tinggi, pelbagai faktor secara bersama mempercepatkan proses pengamiran model elektrik tulen dan hybrid di setempat.

James Voortman berkata: "Ramai orang mengabaikan satu perkara, kini harga kereta elektrik yang memenuhi pasaran Australia merosot dengan ketara, punca utama salah satunya ialah model China nilai tinggi yang besar-besaran masuk. Pengurangan ambang pembelian kereta, tiada keperluan menanggung biaya minyak tinggi secara harian, ditambah sokongan subsidi dasar, bagi pengguna yang merancang untuk membeli kereta baharu atau terpakai, model elektrifikasi sudah mempunyai daya tarikan pemilihan yang sangat kuat."

Berbanding kos penggunaan tinggi kereta petrol tradisional, model hybrid dan elektrik tulen China menggabungkan kelebihan teras harga rendah untuk dibeli, kos penyelenggaraan rendah, tepat mencocok keperluan pengguna Australia kini mengurangkan perbelanjaan sara hidup.

Mike Costello menyatakan: "Kini tekanan kos sara hidup pengguna meningkat, semakin ramai orang cenderung memilih model elektrifikasi, dan produk pengeluar kereta China sesuai tepat dengan dua keperluan pasaran ini. Model China penetapan harga secara umum lebih berkelebihan, model hybrid dan elektrik tulen teknologi matang, kekuatan produk luar biasa."

Dari segi logik pasaran, kelebihan jimat minyak dan tahan lasak kereta petrol Jepun, pada zaman harga minyak tinggi sedang secara beransur dibatalkan oleh nilai baik komprehensif kereta elektrik, ini juga salah satu logik teras bawah jenama Jepun terus lemah, pengeluar kereta China bangkit pantas. Dengan ombak elektrifikasi yang berterusan mendalam, kedudukan pasaran jenama China di pasaran Australia dijangka semakin kukuh.

21 Mei, BYD Yuan Plus Generasi Ketiga Dilancarkan Secara Rasmi. Kenderaan baharu menawarkan 4 variasi model dengan julat harga dari 119,900 hingga 149,900 Yuan. Sebagai produk pengganti, kenderaan baharu akan dibina di atas platform e 3.0 Evo, menggunakan pemacu roda belakang dan dilengkapi secara piawai dengan Bateri Pisau Generasi Kedua + teknologi cas pantas. Selain itu, bentuk luaran dan dalaman kenderaan juga mengalami peningkatan besar, dan menyediakan Sistem Pemanduan Pintar Mata Dewa B tahap tinggi.

Permulaan kepada perkara yang paling diminati ramaijangkauan dan pengecasan, ini juga menjadi titik terbesar kenderaan baharu. BYD Yuan Plus Generasi Ketiga, semua model dilengkapkan dengan Bateri Pisau Generasi Kedua secara piawai. Keamanan dan ketahanan tidak perlu ditekankan lagi, ini adalah teknologi utama BYD. Jangkauan menawarkan dua versi 540 kilometer dan 630 kilometer, lengkap untuk perjalanan harian dan lawatan hujung minggu berhampiran, bahkan untuk perjalanan jarak sederhana dan jauh pun tidak perlu risau.

Dari segi pengecasan, ia terus menyelesaikan masalah utama kenderaan elektrik tulen. Kenderaan baharu dilengkapi dengan teknologi cas pantas BYD secara piawai. Data rasmi sangat praktikal: 5 minit sudah cukup untuk cas, 9 minit sudah cas penuh. Bahkan dalam cuaca sangat sejuk minus 30 darjah Celsius, hanya 3 minit lebih lama berbanding suhu biasa. Dilengkapi dengan kuas cas pantas graviti sifar yang mudah digunakan, pengecasan tidak perlu membongkok atau bersusah payah, juga menyokong pembayaran tanpa kesedaran (pasif), setelah cas penuh terus pergi tanpa perlu operasi telefon pintar.

Sekarang ini stesen cas pantas BYD di seluruh negara melebihi 6000 stesen. Semasa keluar, pada amnya boleh mencari titik cas pantas sepanjang jalan. Kenderaan baharu juga memberikan manfaat cas pantas percuma selama 1 tahun, kos penggunaan harian lebih rendah, meninggalkan sepenuhnya kebimbangan 'cas lambat, cari tiang susah'.

Pemanduan pintar dan parkir juga disediakan dengan cukup baik. BYD Yuan Plus Generasi Ketiga boleh memilih Sistem Pemanduan Pintar Mata Dewa B - Edisi Laser Pemandu Pembantu, iaitu DiPilot 300, dipadankan dengan Mata Dewa 5.0 terkini. Keupayaan pembelajaran lebih kuat, jalan bandar dan lebuh raya boleh melaksanakan bantuan pemanduan, kesesakan lalu lintas dan keadaan jalan yang rumit boleh dikawal dengan mudah, memandu lebih mudah.

BYD Yuan Plus Generasi Ketiga

Kenderaan baharu dibina berdasarkan arkitektur Platform e 3.0 Evo BYD. Perubahan struktur terbesar adalah daripada susun atur pemacu hadapan pada model sedia ada sepenuhnya beralih ke susun atur pemacu belakang, menawarkan dua versi motor 200kW dan 240kW. Momen puncak pusingan mencecah 310N·m. Rangka bawah dikemas kini secara serentak ke suspensi bebas McPherson hadapan dan lima tangkai belakang. Model pengesahan tinggi dilengkapi dengan sistem kawalan badan penapisan pintar Yun Nian -C dan sistem kawalan tork pintar iTAC. Semua model dilengkapkan dengan Bateri Pisau Generasi Kedua dan teknologi cas pantas voltan tinggi 800V secara piawai, secara besar-besaran mengurangkan kebimbangan pengguna mengenai penambahan tenaga.

Saiz badan kenderaan diperluas secara menyeluruh. Panjang, lebar dan tinggi kenderaan baharu masing-masing 4665 × 1895 × 1675mm, jarak paksi mencecah 2770mm. Berbanding model sedia ada masing-masing bertambah 210mm dan 50mm. Kapasiti beg belakang 750L, diperkenalkan lagi beg hadapan elektrik 180L, keseluruhan kenderaan menetapkan 39 ruang simpanan. Bentuk luaran meneruskan bahasa reka bentuk Wajah Naga, menawarkan 6 warna kenderaan baharu seperti Pink Mimpi, Biru Trendi, Hijau Aura, dan varian dwiwarna, dan dilengkapi pemegang pintu separa tersembunyi serta lampu belakang ombak merentas.

Dalaman dinaik taraf ke gaya teknologi ringkas, menggantikan stereng dua baris baharu dan pemegang gear elektronik. Papan pengecasan wayarles ditambah pada konsol tengah, mengekalkan butang fizikal tertentu. Dari segi pengawalan keselesaan, menawarkan duduk penumpang kanan Ratu (dukungan kaki elektrik + pengudaraan dan pemanasan), peti sejuk pintar panas/sejuk, sistem audio 16 pembesar suara dan lampu suasana 256 warna. Dari segi keselamatan dilengkapi 7 beg udara, sistem keselamatan tayar letup pantas TBC dan beg udara jauh.

Dari segi kenderaan pintar, kenderaan baharu dilengkapkan dengan sistem kenderaan pintar DiLink 150 secara piawai dan skrin terapung 15.6 inci penyesuaian automatik boleh putar. Dari segi pemanduan pintar, dilengkapkan dengan Sistem Pemanduan Pembantu Mata Dewa C (DiPilot 100) secara piawai, menyokong laju penuh Adaptive Cruise Control, Brek Kecemasan Automatik AEB dan fungsi mengekalkan laluan LKA. Model pengesahan tinggi boleh memilih radar laser untuk menaik taraf ke Sistem Pemanduan Pintar Mata Dewa B, menyokong NOA bandar dan parkir automatik tahap tinggi.

Komen Automotif

Pada tahun 2022, apabila BYD Yuan Plus baru dilancarkan, pasaran SUV kompak elektrik tulen di dalam negara masih berada di pasaran biru, pesaing yang ia hadapi hanyalah model seperti AION Y dan Geometry C. Oleh itu ia dengan cepat memenangkan pasaran, bulan penyerahan lengkap pertama pun mencapai prestasi melebihi 10,000 unit. Hanya mengambil masa 14 bulan untuk mencapai tonggak 300,000 unit, dan menduduki puncak jualan rakan sekelas untuk masa yang lama, menetapkan status penanda aras. Satu perkara yang perlu disebutkan, ia juga merupakan model global pertama BYD, menjadi produk jambatan untuk menjajah pasaran luar negara.

Setakat 24 April 2026, BYD Yuan Plus (dinamakan ATTO 3 di luar negara) jejak merangkumi 116 negara dan wilayah, dan mencapai lebih 1.1 juta unit di pasaran global, termasuk pasaran luar negara seperti Thailand, Singapura, Australia, Sweden dan Israel. Ia pernah mencapai jualan tertinggi pasaran tenaga baharu tempatan, berjaya membantu BYD membuka pintu pasaran luar negara. Walau bagaimanapun di pasaran dalam negara, dengan kehadiran model saingan sekelas baharu berterusan dalam 2 tahun terdekat, pengaruh pasaran Yuan Plus juga semakin terjejas.

Sebenarnya pada mesyuarat teknologi BYD pada Mac tahun ini, BYD Yuan Plus Generasi Ketiga tidak muncul dalam senarai 11 model pertama yang dilengkapi Bateri Pisau Generasi Kedua dan teknologi cas pantas Megawatt. Ketika itu saya sebenarnya ada kebimbangan, sama ada teknologi ini boleh diturunkan ke dalam produk sekitar 100,000, dan bila ia akan diturunkan. Tidak disangka, hanya selepas dua bulan, BYD Yuan Plus Generasi Ketiga sudah hadir. Selepas peningkatan semua dimensi kekuatan produk, harganya juga hampir sama dengan model lama. Prestasi pasaran apa yang akan dicapainya, dan bagaimana pesaing akan memberi tindak balas, marilah kita menunggu.

On June 6, the 212 Off-road Vehicle Ring of Tarim Rally Conclusion Celebration was held in Qingdao. Sports practitioners, professional drivers, participating users, and logistics teams gathered to review the 2026 Ring of Tarim 7,500-kilometer extreme event results. This Ring of Tarim performance is not merely a short-term highlight of a single event, but rather the phased outcome of 212 validating technology through events, launching products, and building a user system. From event performance to full industry chain layout, a pragmatic development path and long-term growth logic of the brand can be clearly outlined.

In the 7,500-kilometer Ring of Tarim race course with complex and changeable terrain, most competing vehicles in the industry generally adopt significant modification schemes to optimize power and chassis. 212 went against the grain, participating with the T01 model in near-original mass-production status, facing 3.0T modified models with 2.0T power, and completing cross-class competition. In key event sections SS10-SS13, it secured two championships and one runner-up, won the runner-up position in the T2.1 production manufacturer team, and simultaneously became the only manufacturer in the category with all crew finishing the race. Winning professional event rankings with mass-produced original vehicles directly breaks the industry inertia that "original vehicles cannot adapt to top-tier rally events", backing up product hard power with practical combat data.

Achievements rely on the implementation of systematic hardware R&D. The T01 comes standard with a 2.0T powertrain and ZF 8AT transmission, paired with a BorgWarner transfer case, amplifying low-speed four-wheel drive torque 2.64 times, solving the pain point of insufficient low torque for small-to-medium displacement off-road vehicles; a traditional hardcore architecture with non-load-bearing body plus front and rear solid axles, combined with chassis specifically tuned for Gobi conditions and full vehicle galvanized steel sheets, maintains body stability under bumpy, gravel, and heavy-load conditions; reinforced occupant cabin structure and complete safety configurations balance extreme off-road performance with civil safety standards. The entire hardware set is not custom-made for the event temporarily, but mass-production configuration aimed at end users, effectively turning the event into an open-air durability test site for product reliability.

Distinct from the shallow approach of most automaker events limited to brand promotion, 212 completed the market conversion of event results. The celebration announced that the Ring of Tarim tested modification kit is listed on the official mall. Accessories such as chassis protection, off-road wheels, and recovery equipment, verified through extreme road conditions, are sold to ordinary consumers, achieving the civilianization of track technology. This model connects event R&D and end-user consumption, converting event investment into product value points, broadening subsequent derivative revenue for the model, representing an effective exploration for hardcore off-road brand commercialization.

In the medium-to-long term strategic layer, 212 has finalized participation plans for multiple domestic and international events including the Silk Road Rally, Malaysia Rainforest Race, Alxa T3, 2027 Ring of Tarim, and others, continuously driving whole vehicle R&D iteration via multi-region, multi-terrain events. Simultaneously launched the 2027 Ring of Tarim amateur driver recruitment, established a professional off-road training academy jointly with Han Wei, providing systematic event training for ordinary car owners. This move breaks out of single vehicle manufacturing logic and builds a complete user ecosystem of "Vehicle Products + Modification Accessories + Off-road Training + Event Participation".

Looking across the domestic hardcore off-road vehicle market, homogenized modifications and superficial event marketing are the general status quo. 212 uses the Ring of Tarim as a fulcrum, refining mass-produced vehicle core performance on one side with rigorous events, and on the other side extending off-road supporting services and participation channels around user needs, transforming from a single vehicle manufacturer to an off-road life service provider. Relying on product strength as a foundation and supported by a full-link ecosystem, 212's product competitiveness and brand moat continue to thicken, possessing continuous upward certainty in the domestic hardcore off-road niche track.

講起國產汽車品牌，相信唔少人對佢哋嘅印象，可能仲係停留喺主銷普通家用车嘅階段。不過呢已經係幾年前的老皇曆，要知道而家嘅國產汽車品牌，唔單止喺國內市場壓住合資品牌打，甚至仲喺高端化、海外出口等多個賽道上，對外國汽車品牌實現反超，好似我哋而家要講嘅吉利汽車。

增長勢頭領先行業

根據官方公佈嘅最新數據，吉利汽車喺5月嘅累計銷量為237637輛，連續3個月同環比雙增長，並以穩定增速同亮眼成績實現領跑市場大盤。然而相對於呢個表現已經非常優秀嘅總成績，好多識行的人睇完吉利汽車旗下各個品牌嘅銷量成績後，就會驚嘆佢嘅含金量亦都越來越高。

眾所周知，汽車市場最难搞嘅市場有兩個，分別係豪華高端市場同海外出口市場。

我哋就拿吉利汽車嚟講，佢旗下嘅「全球豪華科技品牌」——極氪汽車，5月交付量達到34377輛，同比增長81.8%、環比增長8.1%，連續四個月實現同環比雙增長，車均成交價亦都同比增長52.4%。更為令人震驚嘅係，售價高達四十到五十萬嘅極氪9系、8系，銷量佔比竟然高達近50%！

不止於此，吉利汽車旗下嘅「全球新能源高端品牌」——領克汽車，5月銷量亦都高達20732輛，當中新能源車型銷量佔比達70.8%，並且品牌累計銷量亦已突破180萬輛。由此可見，吉利汽車嘅高端車型，唔單止憑藉出色嘅產品力獲得咗大量消費者嘅認可，仲喺品牌層面完成咗量價齊升嘅轉變。

當然啦，作為國內無可爭議嘅龍頭車廠，吉利汽車嘅目光唔再局限喺國內市場，佢選擇走出国门去挑戰難度更高嘅海外市場。唔係咩，5月就憑藉85144輛嘅海外出口成績，創下出海銷量新高紀錄。唔該提一提，吉利汽車各品牌喺海外嘅熱銷產品，亦多為高端或新能源車型。

例如，極氪已經進入50多個國家同地區，極氪7X全球累計交付量超過16萬輛；吉利銀河星艦7 EM-i ，3-4月蟬聯哈薩克斯坦新能源插混SUV銷量冠軍；吉利銀河E5，一季度蟬聯澳洲、阿根廷、阿聯酋、摩洛哥、烏拉圭純電SUV-C市場銷量冠軍，穩居巴西、烏茲別克斯坦、印尼新能源純電SUV-C車型前三！

硬核實力鑄就輝煌

好明顯，無論係迅猛嘅銷量增長態勢，定係喺新能源、高端市場同海外市場嘅熱銷，都離唔開硬實力作為支撐。我哋就拿作為中國汽車運動第一品牌嘅領克汽車嚟講，佢甚至頂尖技術唔可以只停留喺宣傳層面，而係要去賽道上拚先至證明實力，因此佢喺唔久前就宣佈攜03+TCR賽車、03++賽車、03CUP EVO三款賽車，同步參與TCR China、CTCC中國杯同領克杯三大赛事。

擁有硬實力嘅領克汽車，自然都唔怕高難度嘅檢驗，03+ TCR賽車喺TCR China兩回合正賽中，憑藉硬核嘅性能實力斬獲4冠1亞2季嘅成績；喺CTCC中國杯中，領克縱橫車隊更加斬獲2冠2亞1季嘅成績。同時，喺2026賽季FIA TCR世界巡迴賽揭幕戰中，吉利中國星車隊（Geely Cyan Racing）嘅星瑞TCR賽車，亦喺正賽強勢奪冠並帶回歷史上頭一次勝利，這唔單只意味著星瑞TCR已具備世界級競爭力，仲標誌住吉利中國星車隊正式完成咗吉利汽車運動新時代嘅第一篇章。

同時，喺智能化同安全等技術層面，傳承吉利同沃爾沃安全底蘊嘅千里浩瀚，一年輔助駕駛里程增長215%，以增速第一實現領跑全行業。喺唔久前嘅Euro NCAP官方測試中，吉利銀河星艦7 EM-i（Geely STARRAY EM-i），更加喺法國UTAC試驗室成功完成咗超標雙側連環極限碰撞測試，這既直觀印證咗吉利領先嘅整車安全技術同成熟嘅體系化安全實力，又為中國汽車安全技術走向國際、參與全球行業標準，打下咗堅實嘅根基！

大俠車談：相信好多人睇完吉利汽車嘅銷量數據後，腦海中就會浮現「佢都太全面嘅」嘅讚賞，畢竟能夠同時喺新能源、高端化、海外出口，仲有喺賽道上皆斬獲亮眼成績嘅車企，唔好話喺自主品牌呢個圈子內，就算係全球汽車行業中，都搵唔幾間車企能夠同時做到這些！

28 Mei, di Ruang Tamu Dunia North Bund, Shanghai, Kumpulan SAIC serahkan kunci kereta ke-100 Juta Pertama kepada CEO Momenta, Cao Xudong. Angka ini menjadikan industri automotif China pertama kali mempunyai pemain "skala 100 juta"—bermula dari Syarikat Pembuatan Komponen Enjin Pembakaran Dalaman Shanghai pada tahun 1955, hingga tahun 1958 di mana pekerja mengetuk keluar kereta jenama "Phoenix" dengan tukul, dan kini Zhiji LS9 Hyper memasuki sorotan lampu, tujuh puluh tahun masa dimampatkan menjadi tonggak berat yang berharga. Namun, lebih daripada angka, apa yang perlu ditanya ialah: Apabila pasaran automotif China beralih daripada pertumbuhan eksponen kepada persaingan sahah, apabila pertempuran pertahanan dan penyerangan antara kekuatan baru dan syarikat automotif tradisional memasuki zon dalam, apakah sebab SAIC berjaya melintasi garisan terlebih dahulu? Jawapannya tersirat dalam konsep yang nampaknya ringkas "Memahami Kereta, Lebih Memahami Anda", juga tersirat dalam lompatan strategik dari perjanjian teknologi ke kreasi teknologi bersama, dari eksport produk ke eksport rantaian nilai. Ini adalah penegasan terkumpul terhadap kepercayaan pengguna, dan juga peningkatan dimensi dalam kesedaran industri automotif.

I. Perubahan Kualitatif Penuh 70 Tahun Teknologi: Dari Phoenix ke Zhiji

Kereta serahan ke-100 Juta Pertama, Zhiji LS9 Hyper, bukanlah sekadar kereta ibu pejabat. Ia dilengkapi dengan pusingan empat roda kontrol penuh yang diperkenalkan pertama kali setaraf, LiDAR pandangan super 520 jalur dan chip NVIDIA Thor, platform voltan tinggi 800V penuh serta sistem penghabisan jarak super bintang, setiap satunya adalah kristal penyelesaian teknologi SAIC selama tujuh puluh tahun. Konfigurasi ini bukan sekadar menimbun, tetapi tafsiran akhir terhadap dua perkataan "Memahami Kereta"—apabila sebuah syarikat menguasai keupayaan penyelidikan sendiri dalam empat bidang teras sistem tiga elektrik, chasis, pemanduan pintar, dan keselamatan, barulah ia berhak menukarkan kelebihan teknologi kepada keyakinan pengalaman pengguna. Zhiji LS9 Hyper juga menjadi yang pertama memasang tiga motor siklon emblem emas SAIC, dengan tenang memasuki kelab prestasi 3 saat, sekaligus memperkenalkan secara global bersama Laboratorium Gunung Zijin teknologi "keselamatan dalam", mengembangkan keselamatan kereta daripada dunia fizikal ke ruang maklumat dan sistem, yang pada zaman AI dianggap sebagai asas wajib.

Perubahan kualitatif teknologi ini bukan hasil usaha sehari. Dari tahun 80-an, kesatuan tempatan Santana memecah halangan komponen, hingga tahun 90-an General Motors Shanghai mencipta "Kecepatan Shanghai" dengan 23 bulan pembinaan hingga pengeluaran, hingga tahun 2006 terbitan merek sendiri Roewe, dan tahun 2016 mengeluarkan kereta internet pertama di dunia, SAIC sentiasa mengumpul kekuatan dalaman dalam rangka "ganti teknologi perjanjian". Namun, titik peralihan sebenar muncul pada tahun 2020: pendirian kereta Zhiji menandakan SAIC mula memasuki laluan elektrik pintar kelas tinggi dengan sikap sepenuhnya autonomi, dan serahan 100 Juta unit kini adalah isyarat puncak jalan pendakian panjang ini. Data menunjukkan, Januari-April 2026, jumlah penjualan terkumpul SAIC mencapai 1.302 Juta unit, menduduki kejuaraan jualan syarikat automotif China selama empat bulan berturut-turut, di mana merek sendiri mewakili lebih 70%, penjualan kereta tenaga baru 412,000 unit—di sebalik angka, adalah inisiatif pasaran yang dibawa oleh otonomi teknologi.

Yang lebih bererti ialah pilihan pengguna. Pemilik ke-100 Juta Pertama, Cao Xudong, adalah CEO Momenta, rakan strategik utama SAIC dalam bidang pemanduan pintar. "Rakan berubah jadi pemilik", butiran ini lebih berkesan daripada sebarang ungkapan pemasaran—apabila kedalaman kreasi teknologi cukup untuk membolehkan rakan kongsi dengan rela membeli produk yang mereka bantu bina, bermakna sistem pemanduan pintar SAIC telah membentuk kitaran ekologi sebenar. Dari "pembantu" zaman Santana hingga "kesatuan teknologi" zaman Zhiji, SAIC telah menamatkan peralihan identiti dari mengikuti ke menari bersama selama 70 tahun.

II. Serahan Estafet Global: Resonans Selaras Kekuatan Sistem dan Matriks Jenama

Pada hari serahan, kabel cahaya merentasi gunung dan laut menghubungkan pusat utama Shanghai dengan tapak serahan di Nanjing, Liuzhou, Taiyuan, malah United Kingdom, Indonesia, dan Singapura. "Estafet global" ini bukan sekadar pentas, tetapi ringkasan kitaran rantaian nilai penuh SAIC. Dari Shangjie Z7, Huajing S hingga Roewe M7, MG4 versi bateri separuh padat, dari Wuling Starlight 560, Maxus eDeliver5 hingga truk berat Hongyan, Yuejin Dane T1, hingga bas elektrik Sunwin dan Iveco Juzing EV, lebih 10 jenama di bawah SAIC, 19 model merangkumi hampir semua senario perjalanan peribadi, kehidupan keluarga, pengkomersialan, pengangkutan logistik. Keupayaan "cakupan kategori penuh" ini adalah parit pertahanan yang sukar ditiru oleh kekuatan baru merek tunggal.

Sektor perjanjian juga menunjukkan aktiviti baru. Volkswagen ID. ERA 9X diperkenalkan secara global dilancarkan Model Dunia Pembelajaran Penguatan Momenta R7, satu bulan selepas dilancarkan jualan menembus 7,000 unit; AUDI E7X dirancang menjadi model pertama di dunia Audi yang melaksanakan pemanduan auto tahap L3; Buick Zhijing E7 dibina berdasarkan arsitektur penggabungan super "Xiaoyao", satu bulan selepas dilancarkan jualan menembus 10,000 unit. Di sebalik pencapaian ini adalah pelaksanaan strategik "Perjanjian 2.0": bukan lagi pengenalan produk mudah, tetapi kreasi teknologi bersama dan perkongsian platform antara dua belah Cina dan luar. Strategi "masuk minyak dan elektrik serentak" yang dilancarkan SAIC Volkswagen membolehkan pengkomputeran kereta minyak dan matriks kereta tenaga baru berkuat kuasa serentak, dari Januari-Julai saham pasaran kereta minyak meningkat ke 8.8%, yang merupakan bukti keupayaan pertempuran dua garis ini.

Prestasi pasaran luar adalah imej langsung kekuatan sistem. MG SAIC menduduki juara jualan merek China di Eropah selama 11 tahun berturut-turut, jualan tahunan Eropah 2025 menembus 300,000 unit, menjadi jenama automotif China pertama yang kumpulan jualan di Eropah dan United Kingdom menembus 1 Juta unit. Mac tahun ini, MG mengadakan hari teknologi di Frankfurt, memperkenalkan secara global bateri separuh padat dan teknik hibrid+ Hybrid+, keluarga Hybrid+ jualan luar tunggal bulan menembus 20,000 unit. Di sebalik angka ini, SAIC mempunyai lebih 100 tapak pembuatan komponen di luar negara, lebih 3,000 rangkaian pengedar, dan布局 global termasuk 3 pusat inovasi penyelidikan utama seperti London dan 4 pusat pembuatan utama seperti Thailand, Indonesia. Strategi Glocal dari "eksport produk" ke "eksport rantaian nilai", menjadikan SAIC benar-benar sebuah kumpulan automotif transnasional.

III. Zon Dalam Pintar-Elektrik: Bagaimana SAIC Membentuk Semula Corak Persaingan Industri

Apabila kekuatan baru masih bersorak kerana jualan bulanan menembus 10,000 unit, apabila syarikat automotif tradisional masih bimbang tentang irama peralihan kereta minyak dan tenaga baru, SAIC telah membuktikan kemungkinan laluan campuran dengan 100 Juta unit: tidak boleh melepaskan asas sisa, tetapi mesti menyerang puncak pertumbuhan. Rahsia seni seimbang ini terletak pada SAIC tidak memahami "transisi" sebagai runtuhkan dan bina semula, tetapi melalui penggunaan semula teknologi, pelapisan merek, pembahagian pasaran untuk mengurangkan penyah sakit. Geely Emgrand mengumpulkan 4.2 Juta pengguna di pasaran kereta kelas A, manakala SAIC melalui merek Zhiji, Feifan, Roewe, MG membentuk cakupan julat harga dari 200,000 hingga 800,000, membolehkan pengguna dengan kuasa beli berbeza mencari pilihan sepadan dalam matriks produk SAIC.

Goncangan industri sebenar berlaku di titik persimpangan laluan teknologi. Apabila kebanyakan syarikat automotif masih berdebat tentang "sistem tiga elektrik", SAIC telah mengembangkan dimensi persaingan ke "tiga komponen baru": chassis kontrol penuh membolehkan maklum balas pengawalan menembus had mekanikal, model besar AI pada kereta membolehkan kabin berkembang daripada alat kepada rakan, keselamatan dalam kemudian menempati asas patuh pada zaman perang maklumat. Lebih menarik, kerjasama penyelidikan bersama SAIC dengan Laboratorium Gunung Zijin mengisyaratkan satu trend: persaingan keselamatan kereta masa depan bukan lagi terhad kepada ujian tabrakan, tetapi mesti menghadapi ancaman baru seperti serangan hacker, kebocoran data. Pelaksanaan proaktif ini memberikan SAIC kelayakan mendefinisikan peraturan di zon dalam pintar-elektrik.

Dari segi corak persaingan, mod "rakan berubah jadi pemilik" SAIC sedang menulis semula ekosistem industri. Pada masa lalu, kerjasama antara syarikat automotif dan syarikat teknologi kebanyakan adalah hubungan pihak pertama dan kedua, tetapi CEO Momenta membeli Zhiji LS9 Hyper, bermakna kedua belah telah membentuk komuniti nasib bersatu yang diikat kepentingan dalam. Mod ini sekali laluan, akan membentuk tekanan besar kepada hubungan rantaian bekalan syarikat automotif lain—pesaing yang masih bergantung pada penghantaran kotak putih pembekal pihak ketiga, mungkin menghadapi lengah pelbagai pada kelajuan tindak balas, kitaran data, kecekapan iterasi. Kerjasama SAIC dengan Laboratorium Gunung Zijin, Momenta, pada asasnya membina ekosistem teknologi terbuka tetapi terawal, yang lebih berkualiti menghadapi risiko daripada bertindak sendiri.

Penutup

Apabila Luo Zhenyu sebagai Pengalaman No. 001 Huajing S masuk ke pabrik, apabila pemain negara terdahulu Yang Chen memilih ID.ERA 9X, apabila blogger amal Liu Jia terharu dengan "kabin markah sempurna" Buick Zhijing E7, kisah ini bersama-sama melukis ungkapan konkrit "memahami anda" SAIC—ia bukan data sejuk, tetapi senario kehidupan pengguna sebenar. Dari pengguna pertama ke pengguna ke-100 Juta, sejarah pertumbuhan SAIC adalah ringkasan industri automotif China dari "lari belakang" ke "lari sampingan" kemudian ke "lari depan". Namun, 100 Juta bukan titik hujung, tetapi garis permulaan pembinaan semula. Seperti kata Liu Yuxi: "Setelah 1000 kali penapisan walau lelah, selepas pasir badai ditiup, emas akhirnya tercapai." Apabila gelombang transisi pintar-elektrik menapis kebisingan dan gelembung, yang benar-benar terdeposit, adalah penganut jangka panjang yang sama-sama memahami teknologi dan pengguna. 100 Juta seterusnya SAIC, mungkin tidak menunggu 70 tahun.

Sejak April tahun ini, pasaran automotif domestik telah mengumumkan kira-kira 20 produk menaikkan harga. Apabila keseluruhan industri perlahan-lahan melangkah keluar daripada permainan harga rendah, kembali kepada pertentangan nilai produk itu sendiri, kegigihan Avatr mengekalkan tahap tinggi menjadi semakin menonjol. Pada masa yang sama, Avatr 12 baharu dan Avatr 06T yang dilancarkan, harga jualan meningkat lagi 20,000 hingga 30,000 Yuan berbanding model lama. Dalam persaingan pasaran yang sengit, keyakinan diri ini tidak mudah diperoleh. Mengapa Avatr mampu menaikkan prestasi jenama, dan mengapa posisi tahap atasnya mendapat pengiktirafan tinggi daripada pasaran?

Sokongan Senarai Pemegang Saham Mewah + Sokongan Teknologi Huawei, Avatr Menjadi Tumpuan Pasaran

Jenama automotif Avatr, sejak kelahirannya, terus berada di bawah sorotan. Pertama sekali, Avatr mempunyai senarai pemegang saham mewah "pasukan impian" dalam pembuatan kereta tenaga baharu. Pemegang saham pertama dan utama ialah Changan Motors, anak syarikat langsung syarikat milik negara, bersandar pada asas pembuatan Changan bersejarah 100 tahun. Persediaan sumber Avatr di hujung pengeluaran dan penyelidikan serta pembangunan sukar dicapai oleh kebanyakan syarikat kereta baharu. Untuk masalah kualiti pengeluaran produk yang paling mudah pun, tidak tahu berapa banyak syarikat kereta baharu telah terlalu rugi dalam hal ini, manakala Avatr dari awal sudah dapat menarget pasaran tinggi dan melancarkan strategi agresif, semuanya bergantung kepada kemahiran pembuatan tahap tertinggi yang kukuh di belakangnya.

Selain itu, Changan juga telah memberikan asas teknologi yang mendalam kepada Avatr. Dengan sokongan Changan Motors, Avatr telah membangunkan Sistem Penambah Kuasa Cerdas Kunlun dan Rangka Pintar Taishan secara menyeluruh sendiri. Pada Mac, Avatr melancarkan Rangka Pintar Taishan 2.0, memperkenalkan pemacu elektrik terdistribusi, menjadikan keselamatan menjamin sport, dan mendapat ujian baik daripada pasaran.

Pemegang saham kedua terbesar ialah CATL, dengan peratusan pegangan melebihi mana-mana syarikat automotif lain yang ia melabur, yang bermaksud Avatr menikmati keutamaan tahap pemegang saham dalam bekalan bateri. Dari Shenxing, Xiaoyao hingga bateri keadaan terpadu terkini, setiap突破 teknologi CATL, Avatr adalah jenama pertama yang memuatkan.

Avatr sebagai jenama pertama bekerjasama mendalam dengan Huawei, berdasarkan mod kerjasama HI PLUS, tidak hanya memegang tiket masuk terdahulu teknologi terkini Huawei, tetapi juga bersempena rakan kongsi mendefinisikan setiap teknologi baharu dari sumber. Pasukan kedua-dua belah bekerjasama dalam definisi, penyelidikan dan pembangunan bersama, pemasaran bersama, memberikan pengguna produk dan perkhidmatan yang lebih baik. Cara kerjasama yang terbuka dan fleksibel ini telah memberi Avatr ruang pasaran yang lebih besar, dan mendapat pengiktirafan luas daripada pasaran.

Serentak itu, Avatr juga merupakan pemegang saham luaran terbesar Huawei Yinwang, dengan 10% saham, yang akan memberikan keuntungan pelaburan yang kaya kepada Avatr. Menurut Laporan Tahunan Huawei 2025, pendapatan Yinwang mencapai 45.018 Bilion Yuan, pertumbuhan berbanding tahun sama 72.1%, tiga tahun pertumbuhan lebih 20 kali ganda, syarikat automotif bekerjasama lebih 20 buah, merangkumi Seres, Changan, Chery, JAC serta jenama antarabangsa seperti Audi, potensi pasaran masa depan adalah besar. Keuntungan pelaburan ini akan menyediakan sokongan kewangan yang boleh diteruskan untuk pembangunan jangka panjang Avatr.

Dari segi tahap syarikat, syarikat seperti Avatr yang mempunyai latarbelakang kukuh dan kekuatan teknologi menonjol, pada dirinya sendiri adalah peluang yang bagus yang dilihat oleh modal dan pasaran, memperoleh kepercayaan pengguna tentu tidak mengejutkan.

Reputasi Produk Kukuh, Pertumbuhan Pendapatan Pantas

Tahun 2026, tepat merupakan tahun kelima penubuhan Avatr, jumlah jualan terkumpulnya telah melebihi 250,000 unit, merangkumi ruang harga 200,000 hingga 700,000 Yuan, mengukuhkan kedudukan pasaran tinggi tenaga baru.

Berterusan dengan teknologi penyelidikan sendiri, Avatr berterusan mengoptimumkan pengalaman senario pengguna, membentuk kitaran positif reputasi membawa jenama dan jualan. Dua tahun lepas, Avatr bertegas mengasah keupayaan rangka, dari Avatr 07, Avatr 06 hingga Avatr 12 baharu, kualiti dan prestasi pengendalian rangka semakin meningkat. Rangka Pintar Taishan 2.0 yang dilancarkan pada Mac, berasaskan teknologi pemacu elektrik terdistribusi, menjadikan keselamatan menjamin sport, keupayaan rangka naik ke tahap baharu. Avatr 06T yang baru dilancarkan, pengguna yang pernah mencuba semuanya memberikan ujian sangat baik.

Pasaran juga telah memberi maklum balas positif yang aktif. Tahun 2025, Avatr berturut-turut 10 bulan mencapai jualan memecahkan 10,000, terkumpul sepanjang tahun lebih 120,000 unit. Pada masa yang sama, skala pendapatan syarikat berganda, pendapatan operasi 2024 mencapai 15.195 Bilion Yuan, pertumbuhan berbanding tahun sama 169.16%; separuh tahun pertama 2025 pendapatan lebih 12.208 Bilion Yuan, pertumbuhan berbanding tahun sama 98.52%, pertumbuhan sedemikian, walaupun diletakkan pada masa mula industri kereta elektrik adalah sukar, dalam persaingan sengit sekarang, lebih menonjolkan kebolehan berkembang Avatr yang sangat tinggi.

Serentak itu, Avatr telah memasuki lebih 40 negara dan wilayah, pengenalpastian jenama tinggi dan nilai produk mewah pada beberapa pasaran matang telah mendapat pengiktirafan. Di Thailand, harga permulaan Avatr 11 ialah 2,099,000 Baht (kira-kira 447,000 Yuan), lama menduduki tempat jualan kereta elektrik tinggi pertama; Emiriah Arab Bersatu, model utama Avatr umum melebihi 400,000 Yuan, menduduki 10% pasaran kereta elektrik tinggi; di Singapura, harga permulaan Avatr 11 ialah 278,999 Dolar Singapura (kira-kira 1.56 Juta Yuan), jualan produk terus naik.

Berdasarkan pelan Avatr, separuh tahun kedua, Avatr akan melancarkan Avatr 07L dan SUV Flagship Enam Tempat Duduk Besar, atas asas mengekalkan reka cipta asli, memberikan ruang lebih besar dan pengalaman fungsi lebih kuat, mempunyai potensi jualan tinggi yang kukuh. Di antaranya, SUV Flagship Enam Tempat Duduk Besar akan menjadi pertama dalam industri memuatkan bateri keadaan terpadu CATL. Bersamaan pelancaran dua model baharu ini, matriks produk Avatr melengkapi keperluan ruang, semakin merangkumi pasaran keluarga mewah, akan membuka kitaran pertumbuhan baharu. Berorientasikan masa depan lebih jauh, Avatr merancang hingga tahun 2030 terkumpul melancarkan 17 model, merangkumi Sedan, SUV, MPV dan domain terpecah lain.

Secara keseluruhan, masa pendek lima tahun, Avatr telah melengkapkan lonjakan dari penubuhan jenama hingga pertumbuhan skala, mengukuhkan pasaran tinggi tenaga baru, memberikan jawapan yang jauh melebihi jangkitan industri. Kini berada pada titik tahun kelima, dengan proses pelancaran ditingkatkan dengan stabil, pasaran luar negara dibuka secara berperingkat, beberapa produk berprestij sedia untuk dilancarkan, Avatr telah secara rasmi memasuki fasa baharu pembangunan jenama, ruang pertumbuhan masa depan sangat menarik untuk ditunggu.