车型概览

Audi RS 7 值不值得买，关键不是它看起来有多吸引，而是它能不能解决你的真实用车需求。这篇文章会把重点放在下订前最容易忽略的问题。

版本方面，Audi RS 7 目前可围绕 2025 4.0T Sportback 来比较。

购车价格指南

评估 Audi RS 7 的购车预算时，建议先从版本定位和后续拥车成本下手。价格不是唯一重点，真正决定是否划算的是每天会不会用到那些配置。

如果你在几个版本之间犹豫，可以把 2025 4.0T Sportback 放在同一张清单里比较。日常通勤买家优先看舒适与安全，常跑高速的买家则更应重视动力、辅助驾驶和座舱便利。

核心参数汇总

看 Audi RS 7 的核心规格，最重要是把数字翻译成生活里的感受。

Audi RS 7 的核心价值应回到日常场景判断：你要它负责通勤、家庭出行、长途，还是作为更有个性的选择。

优缺点分析

Audi RS 7 的优点不必夸张，真正有价值的是它能不能让日常使用更省心：车型定位清楚，适合先作为同级比较对象。

需要留意的是，最终取舍会落在版本配置、保险和长期保养成本。这些不是扣分项，而是下订前应该先想清楚的生活细节。

购车常见问题解答

购买 Audi RS 7 前，买家最常问的不是单一规格，而是它能不能融入自己的生活。

这辆车适合谁？适合把下订前最容易忽略的问题放在首位的买家。 家庭用户要看什么？优先看后排乘坐、儿童座椅、行李和日常上下车是否顺手。 每天开会不会麻烦？如果能源成本、停车便利和版本配置都符合你的生活节奏，它会比较容易相处。

竞品对比内容

把 Audi RS 7 放进同级车名单时，不建议只看品牌或外形。真正有用的比较顺序是：先从版本定位、品牌售后和日常用途开始比较。

这样筛选出来的结果更贴近日常生活。你会更清楚它是适合城市通勤、家庭代步、长途巡航，还是更适合作为一辆讲求个性的选择。

用车全周期指南

拥有 Audi RS 7 的重点，是确认保险、路税、保养和轮胎成本都在可接受范围内。买车不是一次付款结束，而是每天都要相处。

如果你常跑南北大道，动力和座舱舒适度会比单纯低价更重要；如果主要在市区，停车灵活性、视野和低速顺滑度会更影响心情。

车型概览

Audi RS 4 值不值得买，关键不是它看起来有多吸引，而是它能不能解决你的真实用车需求。这篇文章会把重点放在乘坐空间、行李安排和家人舒适度。

版本方面，Audi RS 4 目前可围绕 2025 Avant quattro 来比较。

购车价格指南

评估 Audi RS 4 的购车预算时，建议先从版本定位和后续拥车成本下手。价格不是唯一重点，真正决定是否划算的是每天会不会用到那些配置。

如果你在几个版本之间犹豫，可以把 2025 Avant quattro 放在同一张清单里比较。日常通勤买家优先看舒适与安全，常跑高速的买家则更应重视动力、辅助驾驶和座舱便利。

核心参数汇总

看 Audi RS 4 的核心规格，最重要是把数字翻译成生活里的感受。

Audi RS 4 的核心价值应回到日常场景判断：你要它负责通勤、家庭出行、长途，还是作为更有个性的选择。

优缺点分析

Audi RS 4 的优点不必夸张，真正有价值的是它能不能让日常使用更省心：车型定位清楚，适合先作为同级比较对象。

需要留意的是，最终取舍会落在版本配置、保险和长期保养成本。这些不是扣分项，而是下订前应该先想清楚的生活细节。

购车常见问题解答

购买 Audi RS 4 前，买家最常问的不是单一规格，而是它能不能融入自己的生活。

这辆车适合谁？适合把乘坐空间、行李安排和家人舒适度放在首位的买家。 家庭用户要看什么？优先看后排乘坐、儿童座椅、行李和日常上下车是否顺手。 每天开会不会麻烦？如果能源成本、停车便利和版本配置都符合你的生活节奏，它会比较容易相处。

竞品对比内容

把 Audi RS 4 放进同级车名单时，不建议只看品牌或外形。真正有用的比较顺序是：先从版本定位、品牌售后和日常用途开始比较。

这样筛选出来的结果更贴近日常生活。你会更清楚它是适合城市通勤、家庭代步、长途巡航，还是更适合作为一辆讲求个性的选择。

用车全周期指南

拥有 Audi RS 4 的重点，是确认保险、路税、保养和轮胎成本都在可接受范围内。买车不是一次付款结束，而是每天都要相处。

如果你常跑南北大道，动力和座舱舒适度会比单纯低价更重要；如果主要在市区，停车灵活性、视野和低速顺滑度会更影响心情。

隨著腾勢 N8L 閃充版正式上市，比亞迪嘅「閃充版圖」又補齊咗關鍵一角。呢次新車共推出兩個車型，尊榮型售價 31.98 萬，旗艦型售價 34.98 萬。

好多人都有注意到，相對於老款車型，腾勢 N8L 閃充版貴出兩萬，喺當前白熱化嘅競爭語境下，呢兩萬對應嘅技術同配置增量，好可能會面臨用戶嚴苛嘅審判。

畢竟，如今行業內早已經形成一種共識，車企必須遵循「加量唔減價」嘅定價邏輯，先至體現競爭誠意，但腾勢卻沒有選擇「順勢而為」，而是以多項核心技術升級換取合理溢價。

這係在用行動回應無休止嘅價格內捲，當然也從側面反映出了腾勢嘅品牌自信。

「加價」兩萬換技術升級？

站喺用戶角度，腾勢 N8L 閃充版具體嘅技術升級都有咩？呢筆賬其實唔難計。

從最直接嘅感知層睇，新車標配咗第二代刀片電池，電池容量由 46 度升級到 75 度，疊加 800V 兆瓦閃充所需嘅高壓 BMS、大功率熱管理、大電流電控全套硬件升級，整套三電硬件綜合成本最少增加一萬以上。

用戶能直接體驗到嘅係幾乎翻倍嘅純電續航，由原來嘅 230 公里提升到 430 公里，CLTC 綜合續航達到 1550km。

這意味著咩？腾勢總经理李慧舉咗個例子：「相當於開車從嶺南到長安中間只需要一次補能」。

值得注意嘅係，同一天上市嘅全新理想 L8 純電續航亦提升咗到 430 公里，相當於兩個品牌同時為混動/增程嘅大五/六座車型重新劃定咗純電續航基準線，令混動車完全能當電車開。

加上閃充技術正式上車後，腾勢 N8L 閃充版可以做到 5 分鐘充好 9 分鐘充飽，所以長途出行場景下亦唔存在補能焦慮。而根據最近消息，比亞迪喺全國已經建成超 6700 座閃充站，未來將實現一二線城市 3 公里內，三四線城市 5 公里內必有閃充樁嘅密集佈局。

除此之外，腾勢 N8L 閃充版仲新增咗天神之眼 5.0 技術，並首次搭載超級智能體「迪迪蝦」，呢兩套智能化配置嘅具體成本雖然無法計量，但的確顯著拉高咗智能出行體驗。

更何況仲附贈咗為期 1 年嘅城市領航兜底權益同智能泊車安全終身兜底權益，屬於把唔少見唔到嘅一些隱形價值亦一併納入咗兩萬嘅溢價之中，點計都用戶其實都唔著數。

綜合睇嚟，呢款車基本上集齊咗比亞迪全套技術王牌，包括原本就有嘅易三方同雲輦-A 兩項獨家技術，再疊加多項配置同步迭代。你可以站喺市場角度保留對佢嘅個人睇法，但係卻唔可以否認呢確係一款用料十足，誠意拉滿嘅大六座旗艦車型。

定價牢牢守住豪華標籤

其實，腾勢對新車嘅定價考慮，唔單止為咗匹配技術價值，背後仲有一層守護品牌嘅深層考量。

作為比亞迪旗下嘅高端品牌，腾勢嘅身份唔同，總经理李慧再三強調品牌定位：「我哋只做豪華新能源汽車」。呢句話傳遞出嘅意思非常明確，腾勢唔會盲目捲入無底線嘅價格廝殺，拿出嘅每一項技術同每一款產品都保證對得起價格，亦有信心經得住消費者考驗。

佢喺發布會現場公佈咗一組數據，而家腾勢單車嘅平均售價係 36 萬，已經超過咗奔馳同寶馬，另外，腾勢 70% 嘅車主都係由傳統豪華品牌置換而來，包括 BBA 同保時捷。

喺海外市場，腾勢嘅高價值亦得到咗當地用戶嘅普遍認可，例如，腾勢 D9 喺新加坡嘅售價係 160 萬，腾勢 Z9GT 喺歐洲嘅售價近 100 萬，而腾勢 Z9GT 蕭邦定制版成交價仲達到驚人嘅 555 萬。

呢說明，從中國市場到海外市場，腾勢作為「中國豪華新能源汽車」嘅標籤逐漸得以夯實，呢份對高端化路線嘅堅守值得肯定。

但係，客觀嚟講，而家嘅腾勢仲未達到僅憑「品牌勢能」就能撬動消費嘅地步，換句話說，用戶可能願意為技術同產品買單，卻唔一定為了「腾勢」呢兩個字就去購買腾勢嘅車型。所謂「認知跨越」，一直係品牌向上過程中最難嘅一步。

所以，從李慧接管腾勢嘅一年時間裏，唔難發現，佢好多工作都係圍繞「品牌」展開嘅。

包括先後簽約丹尼爾・克雷格、王力宏呢樣嘅頂流明星擔任全球品牌代言人、推動與蕭邦呢類百年瑞士頂奢珠寶腕錶品牌深度跨界等等，目的都係為咗強化腾勢高端豪華屬性，完成品牌形象向上突破嘅關鍵一環。

對於現階段嘅腾勢嚟講，既唔缺技術、亦唔缺資源、更唔缺人才，只要喺高端賽道徹底打通，就能實現靠品牌拉高溢價，反哺銷量規模化增長嘅正循環。

筆者一位朋友在端午節發了一條朋友圈。苦等數月後，她終於提走尚界Z7。身為時尚博主，她並未著重晒出車輛外觀，反而分享了自己依靠智能駕駛馳騁高速的輕鬆體驗，感慨“果然科技改變生活，智駕比我開得好”。尚界精準讀懂這類年輕用戶，他們既看重車輛顏值，也追求自帶科技感的個人標籤。

端午前夕，上汽奧迪 E7X 收獲 OEKO-TEX 全球首個整車座艙可接觸材質安全環保認證，車內各項關鍵指標均達到嬰幼兒接觸標準。奧迪同樣深諳自身客群需求：選購奧迪的多為精英群體，格外看重權威認證，也願意為高品質環保材質買單。

兩款新車，兩套差異化價值表達，背後是上汽“懂車更懂你”的核心用戶理念。就像上汽全球第一億輛整車交付儀式上，鏡頭與焦點並未對準企業管理層，而是將車主置於舞台 C 位。

細細梳理這場交付儀式裡形形色色的用戶，便能讀懂上汽煥然一新的造車邏輯：摒棄以往“先造車、再找客”的傳統思路，轉向先深挖不同人群真實需求，再針對性定制產品的全新发展路徑。

攜手生態夥伴：

跳出大宗採購思維

成為並肩同行的品牌合夥人

在上汽全球第一億位用戶交車儀式上，一輛智己 LS9 Hyper 版車型交付給 Momenta CEO 曹旭東。這並非一場普通的新車交付，自品牌誕生之初，雙方便攜手深耕高階智能駕駛技術。這款新車率先量產全線控轉向底盤，搭載英偉達 Thor 芯片，同時預埋 L3 自動駕駛能力硬件。把前沿車型交付給技術合作夥伴，本質是讓尖端技術率先落地實戰，在協同打磨中共同成長。

華境 S 由上汽通用五菱與華為聯合研發，全車標配華為乾崑智駕全套系統，車身採用 2000MPa 核潛艇級高強鋼打造，堅固安全。得到 APP 創始人羅振宇選擇它作為多孩家庭與企業管理者的全能出行座駕；前國足球員楊晨則青睞大眾 ID. ERA 9X，德系紮實的底盤搭配 1651 公里超長增程續航，輕鬆兼顧商務出行與家庭代步兩大場景。

在商用車領域，上汽大通、躍進、紅岩、依維柯、申沃組成完整運力矩陣，服務各行各業的產業夥伴。DHL 新加坡高級副總裁選定大通 eDeliver 5 純電輕客，以適配城市跨境包裹高密度配送場景；地上鐵批量採購上萬台躍進大拿 T1 純電輕卡，以築牢全國城市配送物流網絡；山西工程企業集中選購紅岩新能源重卡，以從容應對山地渣土、建材重載等複雜工況；上海嘉定公交引入申沃 10 系純電客車，助力城市公共交通邁向低碳轉型。

這些合作訂單，早已脫離單純“批量賣車”的傳統合作模式。上汽深度切入產業鏈場景，精準洞察合作夥伴的運力短板與使用需求，按需定制專屬車輛，從汽車供應商，轉變為深度綁定的品牌合夥人。

面向年輕人：

跳出固定車型標籤

匹配多元生活身份

以往不少車企針對年輕群體造車，思路大多流於表面：加裝大屏、調校偏運動的懸掛、搭配亮眼車漆，用“運動版”“家用版”簡單劃分人群。而上汽選擇深入洞察當代年輕人的真實顧慮與核心訴求，圍繞他們的生活場景、身份標籤打造專屬座駕。

為人父母的年輕車主，最在意車內健康。奧迪 E7X 與別克至境 E7 都直击“新車異味”這一家庭用車痛點，採用通過權威機構認證的材質打造母嬰級健康座艙，從原材料源頭嚴控有害氣體揮發。以兒童成長需求為研發初衷的別克至境 E7，在首個完整交付月，交付了 7668 輛新車，分別在合資品牌新能源車型及插電混動中型 SUV 銷量排名中斬獲第一名。

追求自我表達的潮流青年，渴望專屬個性。尚界 Z7、Z7T 分別打造轎跑、獵裝兩種車身形態，同時全車標配華為智駕。這款車目標清晰：不做面面俱到的“全民車型”，精準面向樂於彰顯個人風格的群體。車輛搭載的納米水離子養生空調更是點睛配置，主打“養生也養顏”，持續釋放納米水潤離子，為肌膚、髮絲補充水分，有效改善空調直吹帶來的皮膚緊繃、髮絲乾燥等問題，吸引了大量年輕女性用戶。據了解，尚界 Z7 與 Z7T 用戶平均年齡在 30 歲以下，女性車主幾乎佔一半。

奔赴海外打拼、扎根鄉村實幹的年輕人，更看重實用屬性。MG4 EV Urban 登陸英國倫敦市場，416 公里 WLTP 續航搭配超大儲物空間，完美適配海外實習醫生日常通勤、出行代步的需求；五菱榮光純電定價 6.98 萬元，擁有 4.3 立方米大容量貨艙，成為 85 後村支書開展公益送餐、鄉村貨運的得力幫手。當代年輕人擁有多元面貌，上汽便為每一種生活模樣，打造適配的出行夥伴。

回饋忠實用戶：

不止於復購福利

陪伴人生每一段旅程

在上汽龐大的用戶群體中，有一群相伴十餘年的忠實粉絲。他們的選擇，早已超越單次購車交易，變成與品牌一路同行的長久羈絆。

一位榮威 750 老車主，多年信賴延續至下一代，家中女婿入手全新榮威 M7 黑馬版。車輛搭載 DMH6.0 超級混動系統，可實現 2050 公里超長續航，官方也為老車主同步送上置換補貼與專屬套件。這不再是簡單的“以舊換新”，而是一輛車連接起兩代人，上演品牌口碑的家庭接力。

有凱迪拉克資深藏家，耗時三十年收藏品牌全系車型，從經典燃油車帝威，到全新純電旗艦凱威德，一輛輛座駕串聯起品牌迭代歷程，也成為個人收藏故事的重要篇章。遠赴英國留學的情侶在當地與 MG 品牌結緣，歸國後再度選擇 MG4 半固態電池版車型，讓英倫情懷得以延續。喜愛歌手的家庭深耕別克品牌多年，從經典 GL8 升級至全新至境世家 MPV，在出行陪伴中，完成與偶像代言的雙向奔赴。

對於相伴多年的忠實用戶而言，無需反覆被灌輸“產品有多優秀”，他們更期待品牌能讀懂自己人生階段的變化，提前備好適配新需求的座駕。上汽所做的，便是緊跟用戶腳步，做到“你走到哪一步，我就有適配的車”。

產銷突破一億輛，是上汽多年深耕市場結出的碩果，卻並非發展的終點。真正推動上汽走到今天的核心，是思維的徹底轉變：不再糾結“一款車型能賣出多少台”，而是始終思考“一類人群真正需要什麼樣的車”。

從重視座艙健康的新手爸爸，到相伴品牌數十載的資深車迷，從攜手攻關技術的行業夥伴，到佈局全國乃至海外的物流、交通企業……當車企放下“車型本位”，轉向堅持以人為本去打磨產品、佈局體系，這第一億輛的里程碑，才擁有了超越數字本身的深層價值。

June 23, Denza N8L Super Charge Edition launched, positioned as a large six-seater safe luxury SUV, Price: 319,800 Yuan - 349,800 Yuan.

Denza focuses solely on luxury new energy vehicles, Denza D9 Singapore price 1.6 million Yuan, Denza Z9GT Europe price nearly 1 million Yuan, Denza Z9GT Chopard Edition transaction price 5.55 million Yuan.

70% of Denza owners are from replacing Mercedes-Benz, BMW, Audi, Porsche and other luxury brands, and owner identities focus on social celebrities, including Daniel Craig, Wang Leehom, Gao Yuanyuan, Lin Gengxin, Jiang Qinqin, etc., all are Denza owners.

Denza N8L Super Charge Edition positioned as a large six-seater safe luxury SUV, core highlights lie in super fast charge and extreme performance: equipped with 800V High-voltage Platform and Second-generation Blade Battery, CLTC pure electric range 430km, combined range 1550km, 5-minute quick charge, 9 minutes from 10% to 97%.

This is a unique experience in its "8 Series" SUVs, meanwhile, the new car equipped with three motors, power strong; large six-seater, all luxury, can be said to be the unavoidable choice for "8 Series" SUVs.

{Fast Charge Safe, Also}

Denza N8L Super Charge Edition equipped with 75.26kWh Second-generation Blade Battery, CLTC pure electric range directly pulled to 430km, and supports super fast charge.

As of June 23, National Fast Charge Station count already exceeds 6,700 stations.

Power equipped with 2.0T Plug-in Hybrid + Three motors, combined power 560kW, 0-100 km/h acceleration 3.7 seconds. Six-piston fixed calipers, ensure brakes hold.

Standard equipped with Yi-San-Fang Full Vehicle Intelligent Control, Yunnian-A Air Suspension and Rear-wheel steering, smooth comfortable, and turning radius only 4.58 meters, Old Beijing Hutongs also can be easily passed through.

Safety aspects, adopt ultra-high strength hot-formed steel cage body, key part material reaches 2000MPa, actual test 25-ton truck side compression passenger cabin intact, plus 9 Airbags, safety assurance pulled full.

Additionally provide DiGuard Life Guard System, Wheel Looseness Monitoring, achieve active intelligent safety guard, Tire Blowout Stabilization System also not absent, further guard driving safety. Additionally, Anti-glare Intelligent Anti-motion Sickness System, ensure family old small not motion sickness.

{Comfort and Intelligence}

Not only hard core, Denza N8L Super Charge Edition also owns steady design, new added Danxia Ink Red Black Exclusive Two-tone Paint, more shows noble.

Body size aspects, vehicle length 5.2 meters, vehicle width nearly 2 meters, wheelbase 3075mm, inside 2+2+2 six-seat layout.

Interior new added Amber Brown, Coral Red color scheme, warm luxury. NAPPA Leather Seats, 1st, 2nd row Executive Seats unified with heating ventilation massage, Co-pilot Zero Gravity Queen Seat equipped with adjustable Leg Rest, 3rd row also given heating function, winter travel more warm heart.

20-speaker Devialet Audio, 11L Hot/Cold Car Fridge, Rear row foldable small desk board, Multi-layer Insulating Privacy Glass all available, improve car use luxury ritual sense.

Additionally, full car multi-screen linkage, first batch equipped with "DidiXia" Super Intelligent Agent, can actively predict, can memory user preferences, give to user growth companion.

Full series equipped with Divine Eye 5.0 Advanced Driver Assistance, single Nvidia Orin-X chip compute power 254TOPS, hardware equipped with LiDAR, also Reinforcement Learning End-to-End Large Model, support full scenario assist, and official for City Pilot, Smart Parking safety bottom line.

{One View}

With second child families' vehicle essential needs, six-seater home SUV already is popular model, and choice also very many, but in this many choices, Denza N8L Super Charge Edition's long range and fast charge technology is indeed unique.

Technology hard is really hard, Denza N8L Super Charge Edition lets more users see technology hard core brought, cannot refuse experience, will also rewrite segment market competition pattern, as for sales, Dark Horse Candidate, also let us wait and see.

Sebelum MONA M03, jarang pihak baharu akan meletakkan label "pandu pintar" dan "teknologi" pada sedan keluarga kelas RM100,000.

Tetapi Xiaopeng berani, dan ia berjaya besar.

Sekarang, Xiaopeng menggunakan formula yang sama dimasukkan ke dalam kulit SUV—MONA L03 telah dilancarkan secara rasmi.

Di luar elektrik tulen juga kali pertama ditambah versi pemanjang jarak, harga kemungkinan besar berada dalam jalur harga RM150,000 yang paling laris, kita juga sebelum ini telah melaporkan secara terperinci.

Bolehkah L03 menyalin mitos kejayaan M03? Dalam pasukan editorial, terbahagi kepada dua pihak, mengadakan satu perbincangan sengit.

Belah Pro

Pasukan Pandu Pintar—Wang Jie

Dalam kereta elektrik kelas RM100,000 hingga RM150,000, sekarang musuh terbesar L03 ialah BYD, Leapmotor dan Geely.

Dari segi rupa paras, label pemuda Xiaopeng MONA dilekatkan dengan kukuh, M03 rekabentuk baharu warna musim bunga/musim panas seperti alpukat telah mendapat maklum balas pasaran yang baik.

Daripada maklumat bocoran, L03 juga mempunyai warna kereta dopamin yang sangat pelbagai, ditambah lampu ciri bentuk T, keseluruhan kereta agak mempunyai personaliti.

Bagi pemuda: Boleh jadi kontroversi, tetapi tidak boleh biasa.

Dari segi kecerdasan, Xiaopeng MONA adalah piawaian panduan bantu bandar, dikombinasikan dengan fungsi memori taman juga boleh dari tempat letak kereta ke tempat letak kereta, pada harga ini hampir tiada syarikat kedua.

Geely pada julat harga SUV ini utamanya memuatkan panduan auto lebuh raya; SUV BYD pada julat harga yang sama nak pasang panduan bandar perlu pilih tambahan RM12,000; Leapmotor mempunyai fungsi tempat letak kereta ke tempat letak kereta, tetapi semasa ini fungsi panduan bandar masih dalam pembangunan, kawasan yang boleh digunakan juga masih dalam pengembangan.

Pemuda biasanya lebih menerima fungsi kecerdasan, jika ada keperluan mendesak untuk panduan bandar, maka Xiaopeng MONA L03 sudah pasti menang.

Dari segi ruang, semasa ini kereta buatan tempatan dibuat dengan cukup baik. Baki terutamanya lihat kegemaran pelbagai jenama.

Pengurusan Xiaohongshu—Chen Yuzhu

Tampaknya tiada alasan tidak boleh dijual.

L03 baru dilancarkan, di Xiaohongshu sudah ada banyak topik perbincangan, majoriti rasa kereta ini akan lebih panas daripada GX, dari segi rekabentuk juga lebih cantik daripada Leapmotor pada harga sama.

Tentu banyak lagi masih mendesak pelancaran.

Ini adalah kad "persaingan silang" Xiaopeng, harga RM150,000, hakikatnya kereta ini adalah Xiaopeng menggunakan piawaian produk RM200,000 untuk menyerang pesaing RM150,000.

Pengguna muda memberi penekanan lebih kepada rupa dan kecerdasan melebihi imaginasi kebanyakan orang, Xiaopeng mempunyai kelebihan jelas pada dua perkara ini.

Pasukan Sistem Utama—Shi Jinming

Sekarang MONA M03 sudah menjadi tiang penjualan mutlak Xiaopeng, penghantaran bulanan stabil pecah 10,000, dalam jenama sangat tinggi.

Sementara itu, pengguna domestik lebih suka SUV berbanding sedan, pada asas penyokong M03 yang sudah mendalam, secara semula jadi mengeluarkan model SUV platform sama L03, kawasan sasaran terus membesar, prospek sangat luas.

Dari segi harga, rujuk MONA M03 (dimulai RM119,800) dan G6 (dimulai RM176,900) penentuan, L03 kemungkinan besar tepat menempati RM150,000 hingga RM200,000 jalur harga paling laris ini.

Yang lebih penting, kejayaan M03 sudah biarkan Xiaopeng faham keperluan sebenar pengguna tahap ini, pengalaman membina kereta cukup.

Cth tenaga, sebelum ini di Litar Ujian ambil M03 dan Tesla Model 3 secara langsung bandingkan, kecekapan tiga sistem elektrik malah sedikit unggul,这说明 Xiaopeng asas sangat kukuh—harga murah, tetapi prestasi tidak kompa.

Sama platform L03, hampir boleh pastikan boleh warisi kelebihan ini, jangkaan jarak dan tenaga mungkin masih tahap teratas tahap sama.

Maka secara keseluruhan, L03 seolah-olah pada formula kejayaan MONA M03, masukkan kulit SUV yang lebih dibeli rakyat, lagi kunci harga pada ruang paling laris. Saya sangat lihat ke depan ia menjadi kad jualan baharu Xiaopeng.

Pasukan Sistem Utama—Zhang Xianglong

L03 ada versi elektrik tulen dan pemanjang jarak, versi elektrik tulen bateri 56/69 kWh, jangkaan 550-650km, strategi sama dengan M03.

Tetapi versi pemanjang jarak mempunyai 1.5L enjin pemanjang + 183kW motor, WLTC jangkaan elektrik tulen tertinggi 257km, cukup untuk pengangkutan harian seminggu cas sekali.

Sebelum ini M03 hanya elektrik tulen, akan banyak pengguna hanya ada satu kereta di rumah, sesekali nak jalan jauh pengguna menghambat di luar pintu, tetapi L03 versi pemanjang jarak, seolah-olah masukkan pengguna sebahagian ini ke dalam sasaran.

Dan lagi L03 berada di sub pasaran ini, pemanjang/mampuh akan jadi model utama pasaran.

Oleh kerana bagi banyak bandar tiga empat bandar, pengguna hanya ada satu kereta di rumah, pemanjang secara satu sisi adalah keperluan mendesak, begini boleh pengalaman kecerdasan elektrik baharu, tetapi tidak ada kebimbangan jarak, dan kereta pertama keluarga lebih banyak pertimbangkan SUV.

Tetapi 150,000 RM versi pemanjang SUV sub pasaran ini belum ada raja mutlak, dengan BYD Song PLUS DM-i, Leapmotor C10 dan C11, Deepal S07 pesaing ini bandingkan, kecerdasan Xiaopeng adalah kelebihan mutlak.

L03 versi pemanjang jika harga pada boleh RM150,000 lebih, untuk pilih elektrik tulen tidak begitu besar rasa mahu, reputasi MONA配上 Xiaopeng kecerdasan, L03 mungkin jadi pilihan utama SUV pemanjang pada harga sama.

Pengurusan Luar Negara—Liu Xiao

Daripada sudut globalisasi, M03 sudah biarkan Xiaopeng buka pasaran global, Timur Tengah, Afrika, Jerman, Thailand tempat ada bayang-bayang M03.

Di platform luar, banyak orang nak tahu "Model 3" berasal China ini.

Dan lagi pelan keluar negara Xiaopeng sangat matang, He Xiaopeng juga menyatakan tahun ini akan ada semakin banyak kereta dihantar ke luar negara.

Dan lagi bersetujui reputasi pengguna luar negara terkumpul M03 dan haba pasaran, L03 tidak perlu dari sifar permulaan, boleh cepat salin laluan kejayaan, ada juga beberapa pengguna luar negara rasa MONA L03 lebih baik daripada Porsche, Polestar.

Belah Kontra

Pasukan Pandu Pintar—Zhang Tinghao

MONA L03 mungkin boleh jual tidak buruk, tetapi saya tidak rasa selepas masuk tempoh stabil, ia boleh jadi kejayaan M03.

Sedan dan SUV hadapan harapan perbezaan besar, sedan nak cantik, nak senang kenderaan, SUV secara semula jadi dengan kegunaan lebih banyak terikat.

L03 sendiri saiz belum sampai 4.7m, serentak mengambil bentuk bumbung besar, yang batalkan L03 naik dan ruang beban, mungkin tapis sebahagian pengguna keluarga yang kebutuhan ruang besar.

Sebalik, rujuk brand penentuan MONA, L03 harga mungkin berada pada jalur RM150,000, SUV harga sama, BYD, Leapmotor, Geely Galaxy, Deepal dll jenama bawah banyak model adalah besar dan penuh, L03 tidak menguasai kelebihan isipadu.

L03 tidak jalan laluan kejayaan yang sudah disahkan, dalam keadaan persaingan semasa, L03 nak pedang jalan sisi rebut kejayaan, cabaran agak tinggi.

Pasukan Kabin—Yuan Mingqing

Dari sudut peribadi, Xiaopeng MONA L03 pada RM150,000 pasaran kelebihan utama tumpu pada kecerdasan dan rupa paras.

Bagi hanya untuk perjalanan, kegunaan harian pengguna muda, walaupun BYD, Geely, Chery dll pesaing pada bahasa rekabentuk agak lama, kurang daya tarikan, tetapi L03 kereta lumba rupa dan teknologi rasa seolah-olah juga tidak ada.

Kereta lumba rupa yang bawa kos langsung adalah belakang kepala ruang mampat.

Bagi ada keperluan perjalanan keluarga, satu titik ini mungkin menjadi hambatan keputusan penting, L03 penentuan produk secara semula jadi condong kepada muda atau berpasangan, bukan keluarga banyak orang, ini sendiri hadkan lebar sasaran.

Yang paling penting sebenarnya nisbah harga prestasi. M03 boleh jadi kejayaan, teras ada konfigurasi melampau kelas dan harga mesra rakyat.

Jika L03 pada harga tidak boleh sambung strategi ini, harus sukar menggerakkan hati pengguna RM150,000 yang sensitif harga. Akhirnya, BYD dalam ruang, jangkaan dan pengenalan jenama tidak kalah, dan harga lebih menyerang.

Sekali lagi, saya fikir L03 mempunyai ciri produk tertentu, tetapi nak ulangi mitos kejayaan M03 sukar.

Pasukan Kereta Baharu—Xu Yunwei

L03 masalah terbesar, pada boleh keluarkan beberapa "ada benda yang tiada" pasaran tahap sama.

Ia dalam rekabentuk sambung M03 ini diluluskan bahasa keluarga pasaran, tetapi berbanding, L03 bahagian belakang lapisan lebih kuat.

Serentak juga sediakan warna brems kaliper, ekor itik kecil aliran udara dan pelbagai gaya rim boleh pilih, secara keseluruhan lihat lebih ada rasa sukan.

Dari segi kuasa, L03 kemungkinan besar akan tinggalkan M03 di atas motor susunan, akan pemacu motor dilaras ke gandar belakang.

Bagi versi elektrik tulen, malah ada peluang unlock keluar satu bekas hadapan.

Jika hanya dengan mudah "naikkan, besarkan" M03, maka L03 pada paling baik hanya sebuah SUV M03, menyelesaikan lebih banyak ruang lapisan masalah, terutama belakang kepala ruang peningkatan.

Tahun 2024 MONA M03 pelancaran, hadapi RM100,000 pasaran sedan elektrik tulen masih sebatang laut biru;

Sementara itu kini RM100,000 pasaran SUV, sudah digulung menjadi laut merah. Ruang besar walaupun penting, tetapi hanya dengan ruang jelas tidak cukup untuk bentuk daya saing perbezaan.

Oleh itu bagi L03, sistem pemanjang, kegunaan ruang, AI masuk kereta mungkin baru tempat benar-benar layak perhatian.

在日前举办的2026德国科隆国际轮胎展上，中国轮胎智能制造领军企业森麒麟（002984.SZ）释放了深耕欧洲市场的最新战略规划。公司宣布，计划在巴尔干地区新建一座面向欧洲的乘用车轮胎智能化工厂，预计两到三个月内敲定选址，目标于2027年投产。这标志着森麒麟正从传统的“产品出海”向“产能出海与本土化运营”全面跃升。

落子巴尔干：贴近终端市场，重塑供应链版图

据森麒麟欧洲区相关负责人透露，规划中的巴尔干新工厂将重点聚焦乘用轿车子午线轮胎的智能化生产。此举具有极高的商业战略价值，不仅能让公司自动化生产体系直接贴近欧洲终端客户，降低对长途海运的依赖，还能毗邻欧洲轮胎产业聚集区，实现供应链高效协同。早在2021年，森麒麟曾规划在西班牙建厂但未能成行，此次巴尔干项目的推进，标志着其欧洲产能布局的实质性重启。

深耕本土渠道：告别低价倾销，聚焦核心品类

在产能规划之外，森麒麟还推出了深度的欧洲本土化运营模式。在西欧市场，公司已与知名经销商Intersprint达成独家分销合作，明确拒绝单纯低价倾销的粗放入市路线，转而注重品牌定位与成熟营销体系的结合。同时，森麒麟主动进行战略聚焦，将核心资源集中于乘用轿车与卡客车轮胎业务，不再涉足农业胎等小众品类。这种依托独家经销与深度本土合作的新型打法，彻底告别了传统的“生产后直接出口”模式。

柔性制造协同：多基地布局从容应对贸易壁垒

发力欧洲本土化，依托的是森麒麟日益完善的全球柔性制造网络。目前，公司已建成投产中国青岛、泰国罗勇及摩洛哥丹吉尔三大生产基地。其中，摩洛哥工厂计划在2026年达成规模化量产，成为面向欧洲出口的战略支点。加上泰国工厂，这两大海外基地已成为森麒麟应对贸易壁垒、保障供应链稳定的核心支撑。巴尔干新工厂的加入，将进一步补齐欧洲本土产能的最后一块拼图。

锚定“833Plus”战略：智能制造出海的先行者

作为A股上市的中国头部轮胎企业，森麒麟按照“833Plus”战略规划，计划用10年左右时间，在全球布局8座数字化智能制造基地、3座研发中心和3座用户体验中心。目前，旗下品牌产品已远销全球150多个国家和地区。随着巴尔干工厂选址临近，这套以智能制造为底座、本土化运营为抓手的出海模式，不仅提升了欧洲客户的合作信任度，更为中国企业高质量参与全球产业分工提供了正向样本。

6 月 13 日，成都。北京越野成都盛国店现场，6 位全新车主开心接过新车钥匙。

别误会，并非入手百万超跑，而是其中一台新车，让这家门店迎来了第 31800 台交付里程碑。当下新能源赛道新品迭代速度飞快，层出不穷的新技术轮番登场，一家深耕本地 15 年的老牌门店，稳步交出超 31800 台销量答卷，这件事本身就足够亮眼。

好比家门口经营十五年的老牌面馆，累计卖出三万多份面，大家第一反应不会只好奇口味，而是好奇到底是什么长久的吸引力，能留住一批又一批回头客。

本次第 31800 台里程碑车型车主关先生，正是品牌实打实的忠实复购用户。现场他真诚分享：“选择北京越野，就是选择了一种生活方式。” 这句话听起来颇有仪式感，但放在竞争激烈的当下车市，能让老车主二次复购，难度确实不小。足以证明车型产品力过硬，门店售后服务也足够贴心靠谱。如今购车赛道内卷严重，能始终用心对待每一位车主的门店，格外难得。

成都盛国自 2012 年落地经营，深耕西南市场十五载，始终坚持 “购车只是开始，服务永不停止” 的服务初心，通俗来讲就是：成交不是终点，长久陪伴车主出行才是核心。本次活动主推的 BJ30 旅行家，推出高达 3 万元置换补贴，置换入手低至 6.99 万元起。亲民的入手门槛，覆盖了想要换大空间轻越野 SUV 的各类家庭用户，吸引力拉满。

咱们好好聊聊这台 BJ30 旅行家，综合实力到底怎么样？官方主打的 “三擎四驱六模 HEV 混动架构”，听起来专业感拉满，简单直白说：就是给硬朗方盒子车身，搭配了一套兼顾动力与省油的混动系统。

以往大家对越野 SUV 固有印象就是油耗偏高，动辄百公里十多个油，出行成本压力大。而 BJ30 旅行家作为国内首款方盒子 HEV 混动 SUV，不用外接充电，直接打破 “硬派越野 = 油老虎” 的刻板印象。搭载 41% 高热效率混动专用发动机 + 前后双电机，四驱响应仅 30 毫秒，0.5 秒就能释放峰值扭矩，搭配能量中锁、四轮电子限滑、智电 ATS 全地形系统，城市通勤平顺省油，进山玩沙、穿越泥地也动力充足，兼顾家用与越野，实用性拉满。

再看空间这块，BJ30 旅行家在方盒子轻越野里把空间优势拉满。2820mm 超长轴距，采用三排七座布局，得房率高达 66%，后备箱最大拓展容积 1496 升，后排座椅纯平放倒直接变身 1.92 米大床。1.8 米成年人坐进第三排也毫无局促，全车配备 38 处储物空间，大小随身物品都能妥善收纳。过去不少越野车第三排局促拥挤，坐人如同 “受罪”，而这台车真正做到全家出行人人舒适，不用任何人将就。

最亮眼的当属 “超省” 核心优势。此前南非、印尼、阿联酋、波兰、墨西哥五国汽车博主联合实测，BJ30 旅行家百公里油耗均控制在 5 升以内，满油续航超 1000 公里。长途自驾不用频繁奔波充电站，加油即可出发，每年能省下大量补能等待时间；同时首任车主享受整车终身质保，混动系统养护简单、配件供给充足，没有高压电池安全顾虑，长途自驾去新疆、西藏也完全没有后顾之忧。

写在最后

回到本次集体交付现场，6 台新车集中交付数量不算庞大，但每一台背后，都是31800 个家庭发自内心的认可。

如今行业都在倡导 “越野平权”，让普通家庭也能轻松拥有越野出行体验，BJ30 旅行家把入手门槛压低、油耗大幅降低、空间全面升级，彻底拉近普通家庭和轻越野生活的距离。从前越野车型门槛偏高，更像小众爱好，如今这台车亲民定价、全能属性，适配日常通勤、全家出游、户外穿越多种场景。那这台 6.99 万起售的轻越野方盒子值不值得选？

十五万热爱见证！BJ30 高光版解锁轻越野自由

6 月 12 日，北汽株洲超级工厂迎来一场属于轻越野爱好者的盛会 ——「十五万热爱，高光而来」BJ30 旅行家十五万台下线暨高光版上市发布会圆满落地。作为中国轻越野 SUV 市场最快突破 15 万台销量的车型，北京越野借着这一里程碑时刻，带来重磅福利与全新车型，把门槛打低、把品质拉满，真正实现越野平权，让普通家庭也能轻松拥抱兼顾城市通勤与山野漫游的轻越野生活。

3 万置换补贴直降到底，多重礼遇拉满购车诚意

本次发布会最亮眼的政策，莫过于全系 3 万元超级置换福利，不限车辆品牌、不限使用年限，只要有旧车就能参与置换，全系车型置换到手价低至 6.99 万元；刚发布的全新 BJ30 旅行家高光版，置换价仅 8.29 万元起。

在高额置换补贴之外，品牌还加码五重终身尊享礼遇，限时订车即可全部解锁：

1. 质保礼：首任非营运车主直接赠送价值 6000 元整车终身质保，覆盖发动机、变速箱等 99% 核心零部件；
2. 金融礼：0 首付等灵活金融方案随心选，大幅减轻一次性购车压力；
3. 呼朋礼：老车主介绍亲友成功购车，最高可领取 800 元京东卡；
4. 升级礼：整车终身免费 OTA 在线升级，车辆性能、功能持续焕新；
5. 流量礼：车载基础流量终身免费，娱乐流量享 2 年不限量免费使用。

恰逢世界杯开赛，品牌同步上线「燃情世界杯，高光赢大奖」限时活动：全国任意授权门店购车即可获得赛事竞猜资格，若精准猜中世界杯冠军与决赛比分，额外再加 5 万元购车补贴，福利叠加诚意十足。

全系车型置换价一览：

• BJ30 旅行家燃油标准版：官方指导价 9.99 万，置换价 6.99 万
• BJ30 旅行家燃油进阶版：官方指导价 10.99 万，置换价 7.99 万
• BJ30 旅行家燃油七座版：官方指导价 11.29 万，置换价 8.29 万
• BJ30 旅行家混动进阶版：官方指导价 13.69 万，置换价 8.49 万
• BJ30 旅行家燃油高光版：官方指导价 13.99 万，置换价 10.69 万
• BJ30 旅行家混动高光版：官方指导价 11.49 万，置换价 10.99 万

15 万台销量铸就口碑根基，三大硬核实力打通家用越野双场景

能快速收获 15 万全球车主的认可，BJ30 旅行家靠的是北京越野六十余年专业越野技术沉淀，独一份的「超野、超大、超省」三大核心优势，完美适配城市代步、全家出游、户外越野多重需求。

超野：混动四驱加持，山野路况轻松拿捏

它是国内首款搭载 HEV 混动的方盒子 SUV，独创行业领先的三擎四驱六模混动架构，直接填补品类市场空白。一套 41% 高热效率混动专用发动机搭配前后双驱动电机，长途省油、瞬时爆发力拉满；30 毫秒极速响应智能四驱，0.5 秒就能释放峰值扭矩，搭配能量中锁、四轮电子限滑与智电 ATS 全地形控制系统，泥地、沙地、陡坡等复杂路况都能从容通过，六种动力模式自动切换，时刻保持最优动力状态。

超大：七座大空间，全家出行不挤不将就

2820mm 超长轴距打造三排七座布局，空间利用率高达 66%，1496L 拓展后备箱，后排纯平放倒直接变身 1.92 米大床，露营、搬家都够用。车身宽度拉满的第三排，1 米 8 成年人落座也不会局促；全车 38 处精细化储物格，手机、水杯、户外装备、儿童杂物全都能妥善安放，告别车内杂乱。

超省：低油耗长续航，用车成本大幅缩减

海外五国汽车博主实测验证，南非、印尼、阿联酋、波兰、墨西哥多地路况下，百公里综合油耗均控制在 5L 以内，一箱油续航轻松突破 1000 公里。HEV 混动无需充电桩，加油就能出发，省去频繁充电耗费的大量时间；再加上首任车主终身整车质保，高压电池无老化鼓包隐患，保养简单、配件充足，长期用车省心又省钱。

全新高光版登场，颜值、性能、体验三重全面升级

在原有全能产品力基础上，本次上新的 BJ30 旅行家高光版全方位进阶，打造专属用户的出行高光时刻。

高光颜值：潮改套件加持，内外质感双重提升

保留辨识度拉满的经典方盒子车身，硬朗线条搭配精致细节；标志性五阙星环贯穿大灯，视觉冲击力十足。原厂全套电感潮改套件、专属星环轮毂、同色运动前后保险杠，不用额外改装就能拥有个性外观。车内全新橙色内饰搭配金属纹理饰板，细腻高级，不管年轻玩家还是家庭用户，都能找到专属审美共鸣。

高光性能：动力响应更快，混动系统耐用度翻倍

硬件配置全面强化，换装循环寿命是普通电瓶 3 倍的专用 AGM 电瓶；搭载保时捷同源涡轮增压技术，整车充电效率高达 99%；后电机功率从 55kW 升级至 70kW，路口起步、匝道超车、紧急避让时动力随叫随到，城市驾驶更有底气。

高光体验：移动舒适会客厅，细节拉满氛围感

更高车身带来通透开阔行车视野，座椅加热、通风、方向盘加热全系配齐；雨量感应自动关窗，雨天无需手忙脚乱；64 色氛围灯跟随音乐律动，通勤路上、自驾途中都能拥有专属放松空间，兼顾家用舒适与越野氛围感。

央视全程直播拆解 15 万公里实车，硬核品质肉眼可见

为直观证明车辆耐久实力，北京越野联合央视财经开启全网首次 15 万公里 BJ30 旅行家拆车直播。15 万公里基本等同于普通家庭近十年用车里程，拆开后的整车状态惊艳全场：

发动机涡轮积碳极少，动力输出依旧充沛；变速箱壳体无渗漏，内部齿轮无磨损坑洼；电池包无鼓包、漏液、衰减问题；副车架、悬挂摆臂无锈蚀渗油，底盘规整度近乎新车。实打实拆解镜头，印证车辆用料扎实、耐久可靠，长期使用维修成本更低，出行全程安心。

镜头同步走进北汽株洲超级工厂，揭晓高品质背后的制造底气：焊接车间数百台机器人全自动作业，车身涂胶误差不超发丝粗细，车身骨架抗撞抗形变能力拉满；五千吨巨型冲压设备一体成型车身板材，外观线条工整流畅；全自动机器人喷涂搭配环保水性漆，车内异味大幅减少，漆面耐晒耐腐蚀。全流程多道品控关口层层把关，每一台下线车辆都经过严苛检测。

越野世家持续深耕，解锁多元出行新选择

作为中国越野车开创品牌，北京越野依靠丰富产品矩阵覆盖不同用户需求。除本次重磅亮相的 BJ30 旅行家高光版外，BJ40 增程长续航版同样凭借可城可野、高安全的硬核实力，满足用户更远距离的越野探索需求。

十五万份用户选择，是品质最好的证明。BJ30 旅行家高光版以亲民置换价、全能产品力、丰厚购车福利，打破越野车型高门槛，让轻越野不再是少数人的专属。未来北京越野也将持续深耕混动越野技术，陪伴万千车主奔赴山川湖海，奔赴每一段属于自己的高光旅途。

浦江潮湧，見證中國汽車工業嘅逐夢征程。5 月 28 日，上海北外灘世界會客廳，當上汽車集團董事長王曉秋將智己 LS9 Hyper 嘅車鑰匙遞到 Momenta CEO 曹旭東手中，一個歷史性嘅數字在此刻定格——100,000,000。上汽車集團，成為中國汽車工業史上首家累計產銷量突破一億輛嘅汽車集團，為中國汽車工業鑄就咗新嘅里程碑。

呢場突破傳統嘅發布會。當上汽嘅海外用戶突破 600 萬之際，發布會以上海為原點，直播信號跨越山海、連結五洲，上汽車集團旗下 15 個品牌、18 款車型，成為一場橫跨亞歐大陸嘅「全球接力」，將分散喺世界各地嘅用戶交付現場編織成一幅流動嘅歷史畫卷。東方衛視嘅鏡頭裡，時區喺切換，語言喺變換，但工作人員向每一位用戶遞上車鑰匙嗰陣份掌心嘅溫度，如出一轍。

潮聲唔語，奔流向海。這 1 億輛，丈量唔單止係上汽車七十多年嘅造車征程，更映照住中國汽車工業從「追趕者」邁向「引領者」嘅時代跨越。這 1 億輛，係時代賦予上汽車嘅歷史機遇，更係全球用戶用 1 億次選擇澆築出嘅信任豐碑。

從 1958 年第一輛鳳凰牌轎車嘅蹣跚起步，到 2026 年上汽車嘅第 1 億輛汽車——智己 LS9 Hyper 嘅滿配登場，今日，當中國汽車年產銷量連續多年位居世界首位，中國品牌產品駛向全球市場嘅大街小巷，人們看到嘅，唔單止係一個產業由大到強，更係一個製造業大國喺現代化進程中鏗鏘前行嘅身影。

感恩時代

喺「科技平權」嘅鼓點上

造屬於呢個時代嘅好車

交付儀式嘅高潮，定格喺第 100,000,000 輛車——智己 LS9 Hyper 上。全線控轉向、靈蜥數字底盤 3.0、恆星超級增程，呢啲曾停留喺技術藍圖裡嘅名詞，如今成為 30 萬元級用戶觸手可及嘅現實。佢係上汽車七十年技術沉澱嘅集大成者，更係呢個智能電動時代上汽車交出嘅答卷。

1958 年，弄堂小廠裡嘅榔頭敲打，敲出咗第一輛鳳凰牌轎車，回答咗「中國人係唔能夠造出自己嘅轎車」之問；1983 年，第一輛國產桑塔納駛下生產線，「絕唔搞瓜菜代」嘅鐵律，回答咗「中國係唔能夠建成現代化汽車工業體系」之問；2000 年，別克賽歐喊出「十萬元家轎」，回答咗「轎車何時能進入中國家庭」之問；2016 年，榮威 RX5 打開「互聯網汽車」嘅大門，回答咗「汽車點樣成為智能終端」之問。

而今日，當「科技平權」成為新嘅時代命題，全面向智能電動轉型，率先量產半固態電池、線控底盤呢啲技術，讓上汽車嘅答案更加遼闊。

15 萬元級嘅華境 S 將華為乾崑智駕全家桶變成「國民標配」；20 萬元級嘅尚界 Z7 搭載 896 線激光雷達與華為 ADS 4.1，上市 27 分鐘大定破 1.2 萬輛；上汽車大衆 ID.ERA 9X、奧迪 E7X 等合資旗艦，用上 Momenta R7 世界模型與上汽車深度共創嘅智能底盤——「合資 2.0」唔再係技術引進，而係中外雙方「喺中國、為中國、由中國定義」嘅雙向奔赴。從 5 萬元級代步車到 50 萬元級豪華旗艦，從純電、增程到插混、HEV，上汽車用覆蓋全場景、全價格帶嘅產品矩陣，讓唔同時代、唔同需求嘅人，都能搵到屬於自己嗰架「時代之車」。

編號 100,000,000 嘅車主曹旭東，係 Momenta CEO，亦係上汽車智己從誕生之初就並肩作戰嘅「創始燈塔夥伴」。佢接鑰匙時話，Momenta L3 級自動駕駛能力將喺上汽車首發應用。佢本人唔單止會親自駕駛呢架車，更會喺開發 L3 自動駕駛嘅過程中，率先用佢進行驗證測試，確保交付畀用戶嘅係成熟、可靠嘅系統。

時代係出卷人，上汽車係答卷人。十二年前，「發展新能源車係我哋從汽車大國邁向汽車強國嘅必由之路」嘅指示，為上汽車指明咗方向；十二年後，上汽車用 1 億輛嘅里程碑證明：時代俾嘅每一次機遇，都被穩穩接住咗。

感恩用戶

識車仲識你

係責任，亦係最大動力

如果話「1 億輛」係上汽車交給時代嘅答卷，那麼呢 1 億次選擇，便係用戶回贈上汽車嘅勳章。

1 億輛交付嘅本質，係 1 億次鮮活嘅信任，1 億段溫暖嘅人生。呢 1 億次選擇，分布喺全球 170 多個國家同地區，散落在無數具體嘅人生場景入面。

喺倫敦，實習醫生 Natalia 從祖父那裡繼承咗對 MG 嘅熱愛。童年嗰輛經典 MGB 對於佢係耀眼嘅存在，佢常坐入車內，憧憬有朝一日親自驾馭佢馳騁。如今，佢成為 MG4 EV Urban 嘅車主。兩代人，兩架車，同一個品牌，完成咗一場跨越時空嘅品牌傳承。

喺雅加達，印尼國腳埃吉·毛拉納·維克里選擇五菱 Eksion，因為「佢識一家大細出行嘅需要」。喺新加坡，DHL 高級副總裁 Herbert 接過上汽車大通 eDeliver 5 嘅鑰匙，上汽車大通已成為 DHL 全球綠色物流嘅優選夥伴，係中國智造助力全球物流巨頭實現碳中和目標嘅綠色憑證。車轍所至，語言唔同，但嗰份「呢架車識我」嘅確認，如出一轍。

喺中國，萬千上汽車用戶用車鑰匙打開萬千種人生。

有人為「取悅自己」而選擇上汽車。95 後科技博主韓俊熙已係三輛問界嘅車主，因為相信「成熟汽車企業 + 前沿科技」嘅協同價值，第一時間將尚界 Z7 開返屋企；《ELLEMEN 睿士》助理出版人沈繼敏選擇奧迪 E7X，因為「真正嘅高級絕唔跟風複製」；汽車文化博主唐心忠，用三十年時間完整收藏從帝威到凱威德嘅凱迪拉克演進史，喺思南公館嘅梧桐樹下，佢將美式豪華同海派腔調融合一齊。佢哋揀架車，就係揀一種唔妥協嘅生活態度。

有人為「取悅家庭」而選擇上汽車。得到 App 創辦人羅振宇，作為雙生女嘅父親，喺柳州工廠見證華境 S 下線時，被「停喺地庫都好亮眼」嘅設計同華為乾崑智駕嘅安全感擊中；前留德男足國腳楊晨，喺 ID.ERA 9X 入面找到咗共鳴——「真正嘅實力唔係曇花一現，而係長期嘅信任同紮實」。車對於佢哋，係移動嘅屋企，係愛嘅容器。

更有無數人為「創業致富」同「承擔責任」而選擇上汽車。85 後村書記龐富強，每天駕駛五菱榮光純電版奔波八九公里，為 74 位留守老人送去兩元一餐嘅熱飯，央視鏡頭記錄下佢駕駛艙入面嘅執著；山西太原嘅紅岩重卡車隊，喺複雜嘅山地坡道中「抵受工程人嘅苦，識山西人嘅韌性」；河南洛陽嘅依維柯聚星 EV，穿梭喺高鐵站同老君山之間，成為文旅綠色轉型嘅得力助手；上海嘉定公交嘅申沃純電客車，承擔住城市公共出行嘅日常；躍進大拿 T1 嘅車隊，則喺城配物流嘅晨曦中啟動，為快遞與生鮮嘅流通提供綠色運力。佢哋嘅車，或許冇華麗嘅配置，但每一公里都喺為更好嘅生活鋪路。

潮平兩岸闊，風正一帆懸。今日，上汽車迎來全球第 1 億位用戶交付嘅歷史性時刻。呢唔單止係企業發展嘅里程碑，更係上汽車二次創業嘅嶄新起點。站喺行業變革嘅關鍵關口，二次創業意義非凡：佢係破局存量競爭、重塑核心優勢嘅必然選擇，係破解轉型難題、激活內生動力嘅關鍵路徑，更係扛起民族汽車工業使命、引領中國汽車邁向全球領先嘅責任承擔。面向未來，上汽車將永葆二次創業嘅銳氣同衝勁，以技術創新為核心、以用戶至上為根本，喺智能電動新賽道上勇毅前行，喺「十五五」新征程上不斷書寫高質量發展新答卷。

1 億輛交付，唔係故事嘅終章，而係服務升級嘅序曲。上汽車特意把第 1 億零 100 輛車，交付畀劉佳。呢位普通嘅髮型師，五年嚟堅持定期駕車穿越廣西崇山峻嶺，只為免費畀留守兒童理一次髮。今年 4 月，佢嘅車喺崎嶇山路上拋錨，別克第一時間伸出援手，及時提供道路救援。劉佳亦被至境 E7 嘅「滿分座艙」打動。

第 1 億輛係里程碑，而第 1 億零 100 輛，先係日常。1 億輛嘅榮光，唔僅屬於上汽車，更屬於每一位喺平凡中創造不凡嘅車主。

知嘹汽車/費德

6 月 10 日，蔚來官方發佈咗一條消息，由該公司深度參與制定嘅新加坡電動車充換電標準"SS 722"正式推出。

同舊版相比，呢套標準新增咗一個新內容，首次針對電動乘用車同重型貨車制定咗換電與移動充電嘅技術規範。蔚來唔係參與方，而係核心主導單位之一。講得直白啲，新加坡嘅換電「國標」，係按蔚來嘅技術路徑嚟寫嘅。

呢條消息對於而家嘅蔚來，可以話係喜憂參半。

從技術輸出看，中國企業主導海外國家標準嘅制定，喺過去並唔多見。蔚來喺換電領域嘅技術積累確實深厚。截至今年 6 月 10 日，該公司已申請全球換電專利超過 1650 項，累計牽頭及參與制修訂咗 50 多項國家標準、行業標準同團體標準，仲參與咗 4 項 IEC 國際標準嘅制定。新加坡選擇以蔚來嘅技術框架作為國家標準，意味著呢套體系無論係技術成熟度，定係產業實踐成果，都獲得咗國際認可。

2026 年第一季度，蔚來嘅財報相當靚，8.35 萬輛嘅交付量，同比增長 98.3%；總營收 255.3 億元，同比翻倍；整車毛利率 18.8%，創下四年嚟新高。

但財報裏嘅另一面係，一季度蔚來仍然虧損 3.32 億元。呢筆虧損雖然唔算大，但佢暴露咗一個問題——蔚來嘅盈利來源依然係車嘅銷售，而換電體系，而家都仲唔幫到公司賺錢。

所以話，新加坡呢個「國標」呢個時候出嚟，真係唔好話係喜定係憂了。

因為據而家搜尋到嘅資訊顯示，雖然標準出咗嚟，但蔚來嘅換電站仲未入咗新加坡呢。

根據此前新加坡《聯合早報》嘅報道，蔚來計劃喺 2026 年第一季度透過車商 Wearnes Automotive 進軍新加坡市場，首款車型係小型電動車螢火蟲。而當時蔚來喺文告中講住「跟住會評估係咪可能喺新加坡實施換電技術」，而新加坡陸路交通管理局嗰陣尚未制定相關技術標準，只係把換電技術列入咗沙盒框架，喺重型車輛上進行試點。

而而家標準已經落地，從制度層面為換電設施建設掃清咗障礙。但蔚來喺新加坡嘅換電網絡幾時鋪開，始終都係未知數。

呢度仲有一個問題係新加坡同國內唔同嘅，唔知蔚來有無諗過。

蔚來嘅換電模式之所以喺國內好用，係因為我哋國內嘅用戶基礎同換電站網絡都夠大夠密。

但呢套網絡嘅營運成本極高，李斌本人都不止一次講過，短期內唔追求單站盈利，持續超前投入。但喺海外市場，蔚來而家採取嘅係審慎擴張策略。例如歐洲，受歐盟反補貼稅等貿易壁壘嘅影響，蔚來明確表示將放慢出海節奏，優先專注中國市場。

所以話喺呢種背景下，喺新加坡呢種土地面積同電動車市場體量都唔大嘅國家，靠用戶能夠消化幾多換電設施嘅投資成本，呢個帳要蔚來自己計。

當然，新加坡"SS 722"標準嘅發布，無異於蔚來喺全球化層面嘅一步好棋。佢令蔚來嘅技術路線從一個中國企業嘅商業選擇，變成咗一個國家嘅官方規範。

李斌曾經講過一句說話——蔚來嘅護城河係換電。所以可以咁理解新加坡嘅「國標」，相當於係為李斌講嘅呢條護城河喺世界地圖多畫咗一個點。至於呢條河幾時先通到新加坡、係咪喺嗰邊都可以養活自己，嗰就係另一個問題。

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On June 12, the BJ30 Tourer 150,000 Units Roll-off Line Ceremony and Highlight Edition Launch Event, themed "150,000 Units of Love, Arriving at the Highlight", concluded successfully at the BAIC Zhuzhou Super Factory. Adhering to the brand core concept of Off-road Equality, Beijing Off-road continuously lowers the threshold for light off-road travel, helping thousands of ordinary families easily unlock the fun of mountain travel. This time, the official launch of a 30,000 Yuan exclusive trade-in benefit for the entire series is announced; the BJ30 Tourer Super Trade-in Price starts from as low as 69,900 Yuan. Meanwhile, the all-new model of the year, BJ30 Tourer Highlight Edition, officially enters the market. This light off-road SUV positioned for both city and mountains achieves comprehensive upgrades in three dimensions: appearance, off-road passability, and in-cabin driving experience. The new car Super Trade-in Price starts from 82,900 Yuan. At the press conference, Beijing Off-road also partnered with CCTV to launch a hardcore car dismantling live stream, completely dismantling a BJ30 Tourer with 150,000 km mileage to intuitively reveal the wear and tear of core vehicle components. Through transparent testing, the vehicle's solid quality and long-term durability were intuitively demonstrated to all online consumers.

Zhang Guofu, Deputy General Manager of BAIC Group and Chairman of Beijing Off-road, stated: "The BJ30 Tourer has become the fastest light off-road SUV in China to reach 150,000 units. 150,000 BJ30 Tourers carry the trust of the market, industry, and global users. This is not only a breakthrough in speed, but also 150,000 firm choices and a monument to quality built by 150,000 users. It is the answer sheet China's HEV technology gives to the world, and also a strong declaration of Chinese Smart Manufacturing!"

150,000 Global Users Recognition, Building the Highlight Moment of BJ30 Tourer

As the fastest light off-road SUV in China to reach 150,000 units, the BJ30 Tourer relies on over 60 years of professional accumulation by Beijing Off-road. With hard-core strengths in Super Off-road, Super Spacious, and Super Economical, it lets the world see China.

"Super Off-road" is the confidence to depart. Beijing Off-road has built the industry-leading "Triple-engine, Four-wheel-drive, Six-mode HEV Hybrid Architecture", and was the first to apply it to the BJ30 Tourer, becoming the first HEV hybrid model in the Box-style SUV category. Triple-engine power includes a 41% thermal efficiency hybrid dedicated engine, front drive motor, and rear drive motor, excelling in long-distance energy saving, real-time replenishment, and instant burst; Intelligent Four-wheel drive has a response speed of 30 milliseconds, and can burst peak torque in 0.5 seconds. Six modes can automatically select the optimal working mode, keeping power in the best state at all times. Coupled with energy mid-lock, four-wheel electronic limited slip, and intelligent electric ATS all-terrain control system, it easily handles scenarios such as mud and sand.

"Super Spacious" is the calmness of travel. The BJ30 Tourer three-row seven-seat layout owns a 2820 mm ultra-long wheelbase, 66% ultra-high efficiency rate, and 1496 Liter ultra-large trunk. The rear row folds flat instantly into a 1.92 meter large bed. The B-Class Box-style ultra-wide third-row space allows 1.8-meter tall adults to sit comfortably. With 38 storage spaces throughout the car, every item has a dedicated place. Family travel is free, and no one settles.

"Super Economical" is long-term companionship. The BJ30 Tourer achieves Money Saving, Time Saving, and Worry Free. Recently, five automotive bloggers from South Africa, Indonesia, UAE, Poland, and Mexico tested the fuel consumption of domestic SUVs. The BJ30 Tourer achieved fuel consumption not exceeding 5 liters per 100 km in every country, with a range of over 1000 km per tank. No need to find charging piles, just refuel and go, saving tens of hours of energy replenishment time annually. At the same time, the first owner enjoys lifetime warranty for the whole vehicle, no high-voltage battery safety hazards, simple maintenance, and sufficient parts, ensuring no worries for every departure.

The BJ30 Tourer is both a Box-style vehicle that can take you to the mountains and a city commuting SUV that allows you to enjoy life.千篇一律 light off-road SUVs are common, but one in a thousand BJ30 Tourers! (Note: "千篇一律" is a Chinese idiom meaning monotonous/cookie-cutter. Translated as "千篇一律" is not allowed. I will translate the meaning: "Light off-road SUVs are often one-and-the-same, but the BJ30 Tourer stands out!") -> "Light off-road SUVs are often one-and-the-same, but the BJ30 Tourer is one in a thousand!"

BJ30 Tourer Highlight Edition Launches, Welcoming Three Highlight Moments of Appearance, Performance, and Experience

On the occasion of the 150,000 units roll-off line, Beijing Off-road launched the new version - BJ30 Tourer Highlight Edition. Based on "Super Off-road, Super Spacious, Super Economical", it achieves a comprehensive leap in appearance, performance, and experience.

Highlight Appearance, tailored for different life stages. The BJ30 Tourer Highlight Edition adopts the classic Box-style shape, with a tough aura and exquisite lines perfectly blending. The unique Five-Gate Star Ring through-illumination light group is eye-catching and handsome; the full set of electric touch fashionable modification kit, exclusive Star Ring wheels, and front and rear same-color sports bumpers show love and freedom; the new orange interior and metal texture trim panels outline layers and quality, highlighting a warm foundation. Users of different ages can find love and encounter highlights on this car.

Highlight Performance, gaining both power and fuel economy. The BJ30 Tourer Highlight Edition replaces the high-performance, long-life dedicated AGM battery, with a cycle life reaching 3 times that of ordinary batteries; it is equipped with Porsche-style turbocharging technology, with a whole-vehicle charging efficiency of 99%; the rear motor power increased from 55 kW to 70 kW, allowing timely response for ramp merging, intersection starts, and emergency avoidance, giving you the confidence to stick to road rights.

Highlight Experience, creating a mobile comfortable living room. Compared to ordinary SUVs, the BJ30 Tourer has a higher body and wider field of view, plus functions like seat heating, ventilation, and steering wheel heating, which are thoughtful and comfortable. The system can sense raindrops and automatically close windows. The 64-color ambient light moves with the music rhythm, giving you a space to enjoy soothing emotions.

The BJ30 Tourer Highlight Edition lets you have both off-road life and city commuting. With the calmness of one car, holding two sides of life, turning every ordinary day into a highlight moment.

The First Dismantling of 150,000 KM BJ30 Tourer Online, CCTV Certifies Real Quality

To give back to the 150,000 owners' companionship and love, Beijing Off-road launched the "30,000 Yuan Super Trade-in Policy", available for both trade-in users and new purchase users. On top of the 30,000 Yuan Super Trade-in Policy, Beijing Off-road also brings five exclusive honor treatments, which can be enjoyed by ordering within the time limit:

First treatment, Warranty Gift: Free lifetime whole-vehicle warranty worth 6,000 Yuan (limited to the first owner and non-operating vehicles);

Second treatment, Financial Gift: 0 down payment and other financial products available;

Third treatment, Bring-a-Friend Gift: Referral transaction by old customers, rewarded with up to 800 Yuan JD Gift Card;

Fourth treatment, Upgrade Gift: Entire series lifetime OTA free upgrade;

Fifth treatment, Traffic Gift: Basic traffic is free for life, entertainment traffic is free for 2 years and unlimited.

On the occasion of the World Cup opening, the BJ30 Tourer Highlight Edition also launched the time-limited "Passionate World Cup, Highlight Win Prizes" event: Purchase a vehicle at any authorized store nationwide, obtain betting qualification. Accurately predict the World Cup champion and final score, and enjoy an additional 50,000 Yuan vehicle purchase subsidy.

True strength is not afraid of strict scrutiny. At the press conference, Beijing Off-road partnered with CCTV Finance to dismantle a BJ30 Tourer with 150,000 km mileage live, demonstrating durable quality with real vehicle conditions. At the same time, the camera visited the BAIC Zhuzhou Super Factory, witnessing how Chinese Smart Manufacturing guards the excellent quality control of every car from the source.

150,000 km is equivalent to nearly ten years of usage mileage for an ordinary family. After the BJ30 Tourer was dismantled: The engine turbocharger is clean with little carbon deposit, power output remains plentiful; the gearbox casing is intact with no oil leakage, internal gears show no wear or pitting, the powertrain status is excellent; the battery pack has no swelling, leakage, or internal degradation, long-term use does not worry about battery aging failure; the subframe and suspension arms have no rust or oil seepage/leakage issues, the entire chassis flatness and standardization difference from a new car is small, passive safety protection is always online. This live stream proved with the camera that the BJ30 Tourer uses solid materials, reliable craftsmanship, and outstanding durability, able to bring users lower maintenance costs, longer vehicle replacement cycles, and a sense of security for every journey.

Beijing Off-road also partnered with CCTV Finance to dive deep into the BAIC Zhuzhou Super Factory, revealing the underlying logic behind the exquisite quality of the BJ30 Tourer from the manufacturing source. In the welding workshop, hundreds of robots collaborate with 100% automation, glue application error does not exceed a hair strand, ensuring the car body skeleton is more solid, with stronger impact resistance and deformation resistance, no noise when driving on rough roads, and safer in collisions; in the stamping workshop, 5,000+ ton giant stamping equipment presses the car body panels into shape in one go, ensuring the car body is uniform and neat, lines are smooth, the good-looking high-appearance appearance originates from high-precision stamping base; in the spraying workshop, dozens of robots perform automatic spraying with environmentally friendly water-based paint, reducing harmful pungent volatile substances by over 60%. New cars have no odor, making the elderly and children more secure, and the paint surface is more sun-resistant and corrosion-resistant. At the same time, quality control inspection gates are set for each process, ensuring every BJ30 Tourer rolling off the line meets quality standards, allowing users to buy with confidence and drive comfortably.

Final Words:

Currently, the domestic SUV market competition is becoming increasingly intense, city family SUVs tend to be homogenized, and the lightweight, people-friendly city light off-road track has become a new competitive wind direction for automakers. Beijing Off-road's dual-action layout this time is very precise: on one hand, the 150,000 units roll-off line proves that the BJ30 Tourer has taken a firm stand in the entry-level light off-road market and accumulated a vast user reputation; on the other hand, the large trade-in subsidy + all-new Highlight Edition launch, plus the 150,000 km real car dismantling live stream hardcore testing, uses a low-price threshold to pry open the family car buying group, and uses real vehicle conditions to dispel consumer concerns about the durability of domestic cars.

For a long time, off-road vehicles have been tagged with high price, niche, and only suitable for outdoor players labels. Beijing Off-road insists on promoting Off-road Equality. The core significance is to peel off the off-road circle barriers, making off-road no longer a hobby exclusive to hardcore players, but a daily travel method for ordinary families for weekend camping and near-suburban self-driving. At the same time, pairing with the BJ40 Extended Range model to complete the mid-to-high-end off-road market, forming a high-low matching product layout, completely covering the family light off-road and hardcore all-domain off-road two markets. In the long run, this people-friendly and scenario-based product strategy fits the current consumption trend of domestic people's diverse outdoor travel, and can further consolidate Beijing Off-road's top status in the domestic off-road niche track, promoting the entire domestic off-road industry towards popularization and civilianization development.

2026 重慶車展嘅第一日，長安馬自達把一輛原廠未改裝嘅純電 EZ-60 推上前台，唔係嚟走秀，係嚟秀戰績嘅。冠軍車手紀浩，同時亦係一名普通嘅長安馬自達車主，站喺展台上分享咗佢駕駛量產版 EZ-60 征戰中國新能源汽車拉力錦標賽嘅經歷：6 天 910 公里賽程，27 個品牌 100 台參賽車，面對大多數增程、插電混合車型嘅競爭，呢台原廠純電 SUV 奪得場地賽 SUV 組冠軍、拉力賽總成績亞軍。

呢個冠軍嘅意義唔喺於名次本身，而係喺佢係用量產車跑出來嘅，無改裝，無特供調校，結果直接對應到每一個買咗 EZ-60 嘅普通用戶。

EZ-6 同 EZ-60 呢兩款車，由立項之初就按照全球標準開發。EZ-6 奪得「2026 世界年度設計車」大獎，係首個獲此殊榮嘅中國新能源車型；EZ-60 則同時獲得 8 項世界頂級設計大獎，而家係 SUV 類別入面唯一一個。設計獎項本身唔可以直接等價為產品力，但它說明馬自達嘅設計依然令人陶醉，喺國際審美標準下都係頂級水準。

安全範疇，EZ-6 已經通過 C-NCAP、E-NCAP 等 5 項權威安全認證，中歐雙五星標準係佢明確嘅開發基準。EZ-60 嘅電池安全則提前滿足新國標同歐標要求。唔單止，長安馬自達為旗下所有新能源用戶提供「電池終身自燃包賠」承諾，而且唔限里程、唔限車主。這意味著二手車交易後，新車主同樣享有該權益，對保值率同二手流通嚟講有積極影響。

出海進展係本次車展長安馬自達着重透露嘅資訊之一。而家，品牌已經獲得歐盟、英國、澳洲三大市場嘅整車認證，係國內首個同時拿下呢三項認證嘅合資新能源車企。5 月底，嚟自歐洲、澳洲、泰國嘅 80 幾位海外經銷商專程去南京工廠考察，對生產工藝同品控體系畀咗極高嘅評價。EZ-6 同 EZ-60 兩款車而家喺海外銷售同預售均喺持續推進階段。

與此同時，EZ-60 喺國內市場已經連續 7 個月蟬聯合資新能源中型 SUV 銷量冠軍，呢個細分賽道嘅規模雖然唔算大，但係說明產品喺目標用戶群中嘅接受度係好穩定嘅。

長安馬自達延續咗佢哋一向嘅社區化策略，「心願之旅」、「車主故事薈」、「悅馬創作家」、「全民經紀人」等活動持續推進，目的係喺產品之外建立更長線嘅用戶情感連結。今年 5 月啟動嘅「青苗計劃」第二季走進全國高校，並同步開啟 EZ-60 高校改裝設計大賽，向学生開放暑期實踐名額。自 2015 年起長安馬自達已經喺雲南累計捐建 12 所希望小學，總投入超過 1000 萬元，6 月再次發起「每一公里都有善意」公益行動，將用戶出行里程轉化為公益基金。

值得一提的是，本屆車展馬自達仲帶來咗 MX-5——呢款延續咗幾十年、幾經更迭卻仍然在售嘅經典敞篷跑車。佢出現喺一個以新能源為主題嘅車展入面，某種意義上係喺對外宣示，馬自達嘅產品邏輯從來唔係跟風，佢有擁抱中國新能源嘅勇氣，亦都有對經典燃油車嘅堅持。借此次重慶國際車展節點，長安馬自達同步啟動 618 年中促銷，截至 6 月 30 日，消費者購車可以享受至高 20000 元以舊換新國補，疊加 17000 元廠補置換補貼，買指定型仲送價值 7999 元尊享套裝（內含原廠充電樁、龍膜太陽膜、TPE 腳墊及後備箱墊），仲提供 0 首付、5 年低息方案，年均費率 1.99%。此外仲附送價值 7999 元嘅終身零燃權益，以及試駕送金箔活動亦依然持續進行。

Making a move exposes weakness; the US tries all tricks to ban China's new energy vehicles.

In this showdown of new energy vehicles, who is actually breaking down?

This is a war where there is no "neck" to choke, and even more so, an encirclement doomed to fail!

How strong is China's new energy vehicle industry? Strong enough to stun even the world's number one... Strong enough that the US has started using tactics to limit Chinese tech companies like Huawei to block China's new energy vehicles.

But the question is, if two very representative Chinese listed new energy vehicle companies are put on the Chinese Military Enterprise List (CMC List), can it stop China's new energy vehicles from going global?

AutosKline believes this is futile! From raw materials to finished vehicles, the entire industrial chain leaves the US with almost nowhere to choke.

01

On June 8, 2026 (US Eastern Time), the US Department of Defense issued "Notice on Designating Chinese Military Enterprises". According to this notice, the US Department of Defense has listed the two most representative listed new energy vehicle companies in China—BYD and NIO—on the Chinese Military Enterprise List.

So, are two listed Chinese auto companies actually that powerful? Worthy of the US military's attention.

Subsequently, BYD and NIO issued announcements successively, roughly stating they are not Chinese military enterprises, nor are they military-civil fusion enterprises of the Chinese defense industry, and believing there is no justifiable reason to list the companies in this list.

On the other hand, this Chinese Military Enterprise List from the US Department of Defense is not a sanctions list. Being listed will not affect the two companies' normal business operations, will not affect their business dealings with anyone (except the US Department of Defense); US government procurement restrictions related to the list will not affect business, and the Chinese Military Enterprise List does not restrict securities trading.

From the statements in BYD and NIO's announcements, it is easy to see that this US restriction and strike is fundamentally different from targeting Huawei. It is not a chokehold at the technical level, but rather building high walls at the market level.

Earlier, the US had already raised tariffs on China's new energy vehicles to over 100%...

02

In the past, the US suppressed our Huawei by conducting surgical-style precise strikes in the semiconductor field where Chinese technology was relatively weak and relied on external supply chains, but Huawei endured hardships and broke through the technological blockade.

China's new energy vehicle industry today, we have long mastered the entire industrial chain advantage from lithium mines, batteries, motors to complete vehicle manufacturing; the US essentially has no "neck" to choke.

In other words, the opponent is on the defensive, it is an offensive and defensive struggle after the shift in strength. Domestically, we have already turned the new energy vehicle industry into a trillion-level industry, and the market has already exceeded 10 million units in scale.

Therefore, this time the Chinese Military Enterprise List is more like a political gesture and trade barrier, only the means are somewhat lacking.

Its core purpose is nothing more than to restrict market access, directly ban their core defense procurement, and at the same time form a strong political signal to guide US allies and partner countries to exclude Chinese enterprises.

03

At the same time, AutosKline believes the US may also have the intention of curbing capital infusion, shaping the listed enterprises into investment targets "with risks", and increasing their financing costs globally.

BYD was once favored by US investors, while NIO was even the first New Force stock from China to list in the US. Both companies have a very strong demonstration effect in the electric vehicle field.

Even more ambitious is that the US attempts to define competitive rules, "generalizing security" in the new energy vehicle industry, attempting to shape China's industrial advantages in global public opinion as threats "controlled by the Chinese government, unsafe, and militarized", thereby gaining the right to define rules.

04

AutosKline believes the US's calculation is very loud, but the direct impact is limited. BYD and NIO have very little vehicle export to the US, this ban carries more symbolic significance than actual trade strikes.

However, there may be short-term pain at the capital level, which may trigger some passive foreign capital to sell off for risk avoidance, affecting stock prices in the short term. But the industry fundamentals are driven by technology and markets, and will be repaired in the long run.

On June 10, the reaction of the capital market was far more intense than the reaction of the enterprise's actual operations.

For NIO, the pain might be more obvious. Overall, NIO is still in the loss period, highly dependent on capital market financing to support R&D and battery swapping network construction; if financing costs rise and channels narrow, it will directly affect cash flow.

Conversely, for BYD, it is more like being bitten by a mosquito, its main business foundation is extremely deep, possessing strong free cash flow and vertical chain manufacturing capabilities; short-term fluctuations in the external capital market cannot hurt the bones and muscles.

For these two listed companies, although stock prices may fall excessively in the short term due to passive fund outflows and hedge fund short selling, as long as their cars are still selling hot, core indicators such as gross margin and cash flow remain strong, this fall will eventually attract value investors to buy the dip.

05

Global market differentiation risk may be the biggest threat facing China's new energy vehicle industry soon.

AutosKline believes that under US pressure, the global market may split into two. One is a trust market centered on the US, and the other is a value market centered on China. This may force companies to make an either-or choice.

This will further become a potential obstacle to the high-endization of Chinese cars, the path of entering European and American high-end markets and establishing luxury brand images will be more tortuous.

However, times have changed. Chinese cars going global is already a historical trend, unstoppable. Especially in the last two years, Chinese cars are shifting from product going global to in-depth industrial going global and ecological going global.

Such as BYD's factories in Hungary, Thailand, Brazil, are deeply bound with local interests, forming an irreversible cooperation pattern. Establishing deep cooperation joint ventures in target markets, creating local brands, becoming major local taxpayers and job creators.

Not only that, Chinese listed auto companies want to promote Chinese-led supercharging standards, battery swapping standards, and vehicle connectivity standards globally, enabling more national industrial chains to operate around Chinese standards, locking the pattern from the source.

Of course, since the other side may use resource cards, we must establish overwhelming advantages in upstream resource layout such as lithium, cobalt, nickel, and in battery recycling technologies. Let any attempt to build alternative industrial chains face cost gaps that are hard to cross.

In the rare earth field, we have already done this. Do not forget, Tesla is still in China.

Views of AutosKline:

The industrial advantage of China's new energy vehicles is systematic; it cannot be easily destroyed by a list. What really needs to be wary of is not that the US won't buy our cars, but that it is pulling allies to build a new rule set that excludes us.

The top priority is to use deeper globalization to dismantle the attempt to isolate us.

When Chinese technology, standards, factories, and interests are closely integrated with the global ecosystem, one-sided suppression is difficult to truly take effect.

Text is original content from AutosKline, content reference materials sourced from listed company announcements and industry public information (relevant companies and institutions should have the obligation to be responsible for truthfulness); some images are from the Internet, copyrighted by original owners.

Articles on this account, without authorization, cannot be reprinted, and violators will be pursued. At the same time, article content does not constitute investment advice for anyone! Stock market risk is high, investment must be cautious!

All-New Geely Xingyuan officially launched, with comprehensive upgrades across the entire series range: 310 km upgraded to 410 km, 410 km upgraded to 480 km. The new car launches four models: 410km Yearning Edition, 410km Riding Wind Edition, 480km Exploration Edition, 480km Exploration+ Edition, with a limited-time launch special offer price of 61,800 RMB - 91,800 RMB. To meet different user needs, on the 410km version, a 310km range downgrade option is still available, with a price reduction of 7,000 RMB after selection. Starting from today, users can place orders via the Geely Galaxy APP, WeChat Mini Program, and enjoy ten major purchase gifts and limited-time super trade-in funds, as well as other generous benefits. In addition, all users who place a substantial deposit and lock the order before June 30, 2026, can enjoy a super trade-in fund benefit of 3,000 RMB.

 This all-new Geely Xingyuan officially launched with five major upgrades for a comprehensive refresh, bringing users over 100 product strength upgrades, achieving over 25 class-exclusive features, and providing cross-class experience to users with generational leading technology. As the 2025 China automotive market all-category sales champion, Geely Xingyuan's delivery volume surpassed 700,000 units in 573 days, ranked top 3 in global new energy vehicle sales in the first quarter of this year, and is the only Chinese brand model to enter the global top 3 in new energy vehicle sales, continuously releasing champion momentum.

At the new car launch event, Geely Xingyuan spokesperson Joey Yung also arrived on site. At the same time, the new car collaborated with Xiaohongshu to create the nation's first mobile "Immersive Travel" car launch event, collaborating with cross-border brands such as CATL, Capybara, Colorkey, Goodbaby, and Maid, innovatively creating five major life scenarios: "Seaside Family, Alley Family, Rainforest Family, Silk Road Family, Nomadic Family".

 Geely Xingyuan is the first in its class to adopt a native architecture, the first to be equipped with rear-drive independent suspension as standard, and the first pure electric compact car tuned for global markets, allowing users to feel the ultimate driving control in a pure electric compact car for the first time! Currently, Geely Xingyuan has entered more than 30 countries and regions, the R&D team assembled global resources, conducted comprehensive verification for different global extreme road conditions, and comprehensively upgraded the three core experiences of "driving, steering, and braking" for the all-new Geely Xingyuan. The G-TCS 2.0 all-weather anti-slip system ensures no slipping, no skidding, and no rolling back on flat roads, slopes, and corners while retaining rear-drive flexible fun, making it easy for novices to drive calmly; the new brushless steering system responds 1 times faster, supports three steering modes and self-learning of the steering neutral position; the G-CST 2.0 all-scenario comfort braking system simulates the feeling of an experienced driver, no head-nodding when braking, no car sickness while driving. In addition, Geely Xingyuan is the only in its class to successfully challenge the Hook Test at 130 km/h, and the first in its class to successfully pass the Moose Test at 80.7 km/h, with handling performance comparable to a 200,000 level sports coupe.

 The new car is the only in its class to be equipped with CATL cells, liquid cooling temperature control, and 11-in-1 high-integrated electric drive as standard across the entire series, with three-electric power strength being the ceiling of its class since launch. The new car is equipped with CATL's exclusive next-generation cell, energy density reaches 190Wh/kg, maximum CLTC range 480 km, sufficient for daily commuting and weekend outings; cooperating with the only active grille shutter in its class and low-drag wheels, aerodynamic drag reduced by 15 counts, actual range increased by another 10 km. Regarding charging, fast charging from 30%-80% takes only 19 minutes, enough time to drink a cup of coffee to start with full charge; the liquid cooling system and new BMS guarantee full-speed charging in cold and hot weather, and charging speed increase does not come at the cost of battery lifespan.

 The unique Star Wisdom AI Cloud Power 2.0 in its class 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.

 The all-new Geely Xingyuan is equipped with Galaxy Flyme Auto 2 smart cockpit system, based on 7nm automotive-grade Longying No.1 chip and 16GB+128GB large storage, fast response, smooth operation, easy to get started. Users can freely switch maps or favorite wallpaper desktop, cute pet wallpaper supports interaction functions, adding fun to the cockpit. The new AI Eva is more like a user's personal smart partner, the voice assistant Hi EVA supports fuzzy command understanding and context memory, can complete car control, Q&A, entertainment, etc. operations. At the same time, the car machine new support for CarPlay mobile phone interconnection, compatible with iOS devices seamless connection, local common applications all present, cloud has 200+ massive applications to choose from freely. There are also stealth mode, car wash mode, one-key car find and other thoughtful scenarios, and customized assistant for each user.

The all-new Geely Xingyuan is equipped with the Qianli Haohan Advanced Driving H3 Solution sourced from high-end models, covering multiple driving scenarios. This system has safely driven 1.38 billion km, user usage volume growth rate first, relying on G-ASD intelligent driving underlying layer and Star Wisdom AI large model, bringing "better to use as you drive, smarter as you drive" smart experience. Highway overhead bridge NOA is not restricted by roads and rain/fog weather, supports voice lane changing, multi-scenario avoidance and automatic on/off ramps. Full-scenario MPI take-over rate exceeds 200 km, equivalent to continuous driving 3 hours needing take-over only 1 time. At the same time, parking aspect can achieve full-scenario adaptation, APA parking assistance function supports one-key parking in, fingertip parking, remote control parking, covering 300+ types of parking scenarios. HPA memory parking supports 2 km ultra-long memory, cm-level precise positioning, learn one route and can complete automatic parking throughout, with intelligent following cars, self-finding position, obstacle avoidance functions, temporary detours also do not need re-learning, effectively reducing parking operation difficulty. In addition, DMS active fatigue detection if detects driver appears fatigue behavior or distracted driving, will timely remind the driver; Sentry Mode can guard parking safety 24 hours all-weather, if abnormal immediately record video and send to user phone.

 Geely has built a global comprehensive safety center with investment exceeding 2 billion Yuan, and released Human, Vehicle, Road, Cloud, Star integrated global safety 2.0 system, covering life safety, health safety, property safety, privacy safety four core safety domains. The all-new Geely Xingyuan also follows this high standard, and adheres to "Small cars must have big safety" concept, passive safety aspect, built five vertical eight horizontal Star Armor Cage Body, front end three transmission paths cooperate with double "Three-leaf Clover" force relief structure, side battery to threshold spacing 149mm and add double anti-collision longitudinal beams, rear end 750mm long rear suspension with double "井" shape rear subframe forms solid barrier; roof pressure resistance strength increased to 3.4 times vehicle weight, A-pillar and B-pillar and roof cross-beam and other core area material upgrade, even if encountering rollover or heavy object pressing top, cockpit still safe and sound, side curtain airbag pressure maintenance technology can continuously protect head when rolling.

 In battery lifespan aspect, Geely Xingyuan's verification standard increased to 2 times national standard, after 1000 cycles battery capacity still maintains 90.72%. Adopting industry-leading BDMU high-voltage device deep integration technology, combining BMS battery management system and BDU high-voltage distribution unit one-in-two, greatly reducing interfaces, reliability goes up a notch, from root down to reduce battery seal failure risk, successfully completed class first and only front and side continuous collision, more actually driven 84,000 km Xingyuan, successfully challenged seawater corrosion, muddy water flushing, bad road scraping bottom, extreme fire burning and other six serial extreme tests.

In addition, the all-new Geely Xingyuan is equipped with tire pressure direct display, DOW door open warning, Sentry Mode, more AEB active braking and AES emergency steering double insurance, successfully passed 120km/h static vehicle braking stop and 130km/h "vanishing front car" active avoidance test, performance far exceeding industry mainstream level.

In the first quarter this year's global new energy vehicle sales ranking list, Geely Xingyuan first ranked top 3 globally, achieved China's A0-class electric car new milestone.

 In overseas markets, Geely Xingyuan has already landed in more than 30 countries and regions. In Brazil launched 2 months sales broke 2,300 units; in Thailand car show one week order grabbed 3,300 units, and won "Brazil Annual Best Compact Electric Vehicle" and "Indonesia Auto Show Most Loved Electric Vehicle" dual international grand prizes. On streets all over the world, Geely Xingyuan is becoming a "Made in China" flowing new business card.

文｜江小花

5 月 28 日嘅上海北岸世界會客廳，上汽舉咗一場好難畀業內直接複製嘅交車儀式。

講佢難複製，一方面「破億」呢件事頗具史詩感，上汽嘅呢份成績放喺整個中國汽車歷史入面都好有意義。另外一方面則係呢場發布會嘅細節。

如果你喺電視端睇咗呢場由東方衛視全程操刀嘅大型商業全球直播，就會發現佢嘅商業敘事邏輯有啲特別：現場冇冗長嘅宏大戰略宣讲，取而代之嘅係，上汽旗下各大品牌嘅掌舵人輪番上陣，以一場跨越亞歐大陸嘅接續交付，將車匙遞畀全球唔同膚色、唔同職業嘅人。

站喺舞台中央嘅，有科技自媒体博主，有追求德系品質嘅前男足國腳，有傳承家族情懷嘅倫敦實習醫生，也有開住微客給大山留守老人送餐嘅 85 後村書記，甚至仲包括 DHL、地上鐵、嘉定公交呢啲講究極致運營效率嘅 B 端大客戶。呢種極具反差感嘅人群畫像同框，其實共同講明咗一件事：一億輛嘅體量，早已超越咗單一圈層或特定市場嘅範疇，這背後折射出嘅，係真正意義上為全民造車嘅體系底蘊同全場景覆蓋能力。

簡單嚟講，呢個係用精煉嘅簡筆，繪製上汽一億輛嘅清明上河圖嘅巧思。

沿住呢個邏輯，我再回頭去翻閱歷史資料嘅時候，會睇到好多關於上汽有意思嘅小故事。

例如 1959 年 4 月，时任第一機械工業部顧問、蘇聯專家組組長嘅奧斯比楊院士喺上海汽車廠視察，當佢得知工人們正打算用錘子敲出一輛以 1956 年奔馳 S220 為樣車嘅試製品時，呢位蘇聯院士留下一句話：「看來根據你們嘅條件，造玩具汽車仲比較合適。即使我哋蘇聯工業比較發達，都不敢選奔馳產品為藍本。」

蘇聯專家所講嘅呢輛「玩具汽車」，就係我哋國家喺 1983 年之前產銷量最大嘅轎車，我哋所俗稱嘅「老上海」。

再例如 1973 年，後來嘅上海大眾首任董事長仇克喺訪問豐田，喺感受到世界先進造車水平帶來嘅震撼之後。佢嘅想法係，必須要提高中國汽車工業嘅技術水平，打一個翻身仗。回國後嘅仇克便秘密從上海汽車工業體系嘅各個廠中抽調咗十餘名技術骨幹組建咗上海市拖拉機汽車研究所，以研發新車型帶動形成設計中心、技術中心同試製中心，最終形成產品嘅通用化、系列化同標準化。

研究所成立後研發嘅呢個新車型，就係 SH750 轎車。你可能喺上汽嘅歷史車型入面搵唔到這輛車，因為佢係一輛冇被量產嘅車型。但它亦都唔係史海沉鉤，畀小平同志提出合資概念嘅前通用汽車董事長托馬斯·墨菲喺 1978 年來中國各家汽車廠考察嘅時候，就被搭載咗自研轉子發動機嘅 SH750 樣車所震驚。

類似嘅故事喺上汽嘅歷史中不勝枚舉。無論係 1983 年第一輛桑塔納手工組裝下線，開啟合資合作之路，定係 1997 年上海通用創造 23 個月建廠出車嘅「上海速度」，又係 2016 年推出全球首款互聯網汽車榮威 RX5，再到 2020 年成立智己汽車。如果從歷史嘅宏觀視角來看，上汽總夠能夠站喺時代大潮嘅最前端，係被時代所垂青嘅「幸運兒」。

歷史嘅宏大敘事往往喜歡造神，把商業嘅成功簡單歸結於時代嘅垂青定係政策嘅紅利。但當我哋把視角從那些四平八穩嘅輝煌成就中抽離出嚟，用產業演进嘅邏輯去審視呢家车企過去幾十年嘅操作手法，你會發現一個極其冷酷且理性嘅事實：喺競爭烈度冠絕全球嘅中國汽車市場，根本唔存在所謂嘅幸運兒。

2026 年 5 月 28 日，上汽集團喺上海北岸世界會客廳舉行了全球第一億位用戶交車盛典，正式成為中國汽車工業史上首家累計產銷量突破 1 億輛嘅汽車集團。

一億輛到底意味著咩？佢唔係產線上嘅簡單重複勞動，亦都唔係報表上嘅數字疊加。呢係中國汽車供應鏈從仰人鼻息、被動跟隨，到如今對外輸出、定義標準嘅完整產業切片。支撐呢個龐大數字運轉嘅，其實係兩套極其務實嘅商業法則：對外嘅極致開放，同對內嘅硬核自強。

合資從來唔係妥協，而係殘酷嘅借位學習

喺探討中國汽車工業嘅早期發展時，「合資」係一個好容易被情緒化解讀嘅詞彙。外界經常簡單粗暴將合資概括為「市場換技術」，甚至認為這係一種產業路徑上嘅妥協。但如果你拆解上汽嘅合資歷程，就會看到這其實係一場針對現代汽車供應鏈嘅深度啟蒙。

喺當時嘅產業語境下，上汽嘅首要任務根本唔係造出一台能跑嘅車，而係要硬生生喺一張白紙上建立起中國汽車嘅零部件體系。1987 年，喺桑塔納嘅國產化進程中，上汽立咗「絕不搞瓜菜代」嘅鐵律。喺當時，呢個意味著中國本土嘅供應鏈企業必須喺工藝同品控上接受德國標準嘅殘酷洗禮。當年嘅德國《明鏡》雜誌就有報道：「上海大眾好似係被扔喺一個孤島上生產——國內幾乎冇任何配件廠。」

而就係喺呢樣嘅時代背景下，德國專家教技術，中國工人學工藝。到咗 1993 年，桑塔納嘅國產化率硬係突破咗 80%。

套當年被迫建立起來嘅嚴苛質量文化，構築咗上汽最早期嘅體系競爭力底線。冇呢套底線，後面嘅自主研發同規模化生產根本無從談起。

如今時間來到 2026 年，汽車產業嘅邏輯已經被新能源同智能化徹底重寫。你會好奇，喺自主品牌強勢崛起嘅今天，合資品牌仲有價值咩？上汽畀出嘅答案係合資 2.0。

乜係合資 2.0，我哋嚟睇一組有反差感嘅數據。喺呢次一億輛嘅交付現場，大眾集團全球首款 9 系旗艦車型 ID.ERA 9X 正式交付，佢全球首發搭載咗 Momenta R7 強化學習世界模型，實現咗 AEB 煞停提升至 140km/h 以及車位到車位無斷點通行嘅智駕體驗。另一边，定位為智慧性能旗艦 SUV 嘅 AUDI E7X，計劃成為奧迪全球首款實現 L3 級自動駕駛落地嘅車型。

發現其中嘅端倪咗冇？曾經係外方輸入發動機同變速箱，中方負責代工組裝；而家係德系豪華品牌喺使用中國嘅智駕模型同數字底盤。合作嘅維度已經從單向嘅技術引進，徹底反轉為「喺中國、為中國、由中國定義」嘅技術共創。上汽嘅角色，已經從單純嘅本土適配者，躍遷成為技術定義者。呢種開放，本質上係上汽喺利用自身喺智電時代累積嘅技術溢出效應，重新綁定國際巨頭，將佢哋納入自己嘅產業生態版圖入面。

歷史嘅車輪總係充滿戲劇性，昔日用廣袤市場換來嘅生澀圖紙，如今化作咗反向輸出嘅算力同代碼。這可能係百餘年汽車工業史入面，最耐人尋味嘅一出反客為主。

從被卡脖子到重塑標準

如果話開放嘅姿態決定咗企業生態嘅廣度，那麼硬核嘅技術自強則決定咗呢家企業護城河嘅深度。一億輛嘅達成，其實係上汽喺核心硬件工程領域突破國際壟斷嘅必然結果。

喺呢次全球交付盛典中，最具象徵意義嘅第一億輛車型，冇落到任何一台走量嘅平價代步車上，而係交給咗智己 LS9 Hyper。

為乜係智己 LS9 Hyper？因為佢準確踩喺中國汽車工程技術嘅核心痛點上。長期以來，高端底盤技術同主動懸掛系統一直係國際頭部 Tier 1 供應商嘅「利潤禁區」。而這台車，正係上汽 70 餘年技術底蘊嘅集中展現，亦係中國车企從跟跑向定義標準轉變嘅硬核註腳。

我哋嚟算底盤呢筆賬。智己 LS9 Hyper 搭載咗率先量產嘅全線控四輪轉向系統以及滿血版靈蜥數字底盤 3.0。識貨嘅人都知道，全線控技術意味著徹底打破咗傳統嘅機械物理限制。這使得一台車長超過 5 米嘅大型旗艦，能夠擁有堪比小車嘅極致靈活性。更加重要嘅係，呢種解耦嘅底盤架構係從根源上降低咗駕駛門檻，佢係未來 L4 高階智駕不可或缺嘅物理基石。

唔單止咁，喺三電系統上，呢台車配備咗上汽首款金標颶風三電機矢量四驅系統，恒星超級增程同全域 800V 高壓平台讓佢嘅綜合續航突破咗 1400 公里。同時，佢仲搭載咗 520 線超視域激光雷達同英偉達 Thor 芯片，賦能 Momenta 智駕大模型，並全球首發咗內生安全系統 1.0，從底層築牢咗出行安全同隱私屏障。

從仰望國際巨頭供應體系嘅「技術壁壘」，到用一行行代碼重構汽車底盤嘅平權化落地，呢係冷硬嘅工業機械同普惠嘅商業邏輯之間，一次極為浪漫嘅握手。

而喺技術嘅表面顯現之下，真正支撐呢種單點突破嘅，係上汽系統性建構嘅「智慧腦、強壯身、強勁心」三大技術底座。比如端到端智駕大模型量產落地，拿下行業唯一嘅 L4 雙牌照；比如 DMH 混動熱效率做到 46.3%；再比如魔方電池投產即實現零自燃、零熱失控。

上汽嘅技術突圍有著極其清晰嘅落地邏輯：全品牌、全價格帶量產。就好似 6 萬級嘅榮威 i6 就能全系标配 8155 芯片；15 萬級嘅華境 S 全系标配華為乾崑智駕全家桶；尚界 Z7 搭載華為 ADS 4.1 同 896 線激光雷達。呢種用前沿科技去平權市場嘅打法，先至係真正意義上嘅技術普惠，亦係對上汽一直所講嗰句「懂車更懂你」口號嘅理性兌現。

拆掉圍牆嘅商業帳本

進入智能化下半場，汽車產業嘅競爭維度早已發生咗質變。單車硬件嘅對抗已經成為過去式，而家比拼嘅係整個智能生態體系嘅厚度。喺呢個戰場上，嗰啲試圖把所有技術都握喺自己手裡、閉門造車嘅企業，最終大概率會淪為資訊孤島。

喺孤膽英雄註定退場嘅智能化大航海時代，上汽顯然更加理解主動推倒嗰堵防備嘅城牆，往往能換嚟一座更廣闊嘅城池嘅道理。

上汽全球第一億位用戶，係 Momenta CEO 曹旭東。作為中國智能駕駛領域嘅領軍人物，曹旭東帶領嘅 Momenta 同智己汽車從誕生之初就係「創始燈塔合作夥伴」。雙方嘅團隊幾乎係背靠背地打磨出咗智己嘅輔助駕駛方案。

曹旭東買落呢台智己 LS9 Hyper，甚至計劃用它來率先進行 L3 自動駕駛嘅驗證測試。呢點說明上汽嘅生態係真正向核心技术夥伴敞開嘅。佢哋唔係簡單嘅甲方乙方關係，而係技術底層邏輯深度綁定嘅利益共同體。

有些人可能會好奇，車企為乜唔自己把靈魂掌握喺手裡？因為智能化嘅技術樹太龐大咗。從 AI 大模型到智能座艙，從高階智駕到手車互聯，冇任何一家車企能夠全盤通吃。於是我們就見到，上汽喺跨界層面展開咗極其密集嘅結盟：同華為深度協同推出尚界品牌，打造轎跑獵裝雙車；同阿里通義千問打造 AI 座艙；同 OPPO 共創智能互聯；同豆包合作深度思考大模型。呢種「美美與共」嘅開放生態，使得上汽能夠喺唔同品牌上差異化搭載最頂尖嘅智能方案。

唔單止喺乘用車領域，商用車亦係咁。喺新加坡，全球物流巨頭 DHL 批量採購咗大通 eDeliver 5 等純電輕客，就係睇中咗佢喺城配場景下嘅定制化能力同高效三電技術。喺國內，地上鐵批量採購躍進大拿 T1，睇中嘅係佢 140kWh 高能量密度電池包帶來嘅長續航同運營效率。呢啲 B 端用戶嘅真金白銀，係對上汽底層供應鏈最真實嘅投票。

出海賣車，定係輸出價值鏈？

當國內市場嘅內捲程度已經接近極限時，海外市場自然成為咗車企尋求利潤同規模增量嘅必爭之地。但喺出海呢件事上，上汽走咗一條遠比把車裝上船運走要複雜得多嘅路。

上汽嘅產品同服務已經遍佈全球 170 多個國家同地區，海外累計銷量突破 700 萬輛。佢哋手裡握著超 100 個海外零部件生產基地、三大研發創新中心同四個海外生產製造中心，甚至仲組建咗擁有 42 艘滾裝船嘅物流自營船隊。

但僅僅睇呢啲基礎設施都唔夠。我哋嚟睇歐洲市場。眾所周知，歐洲係現代汽車工業嘅發源地，呢度嘅市場壁壘最高，消費者最挑剔。但 MG 品牌卻連續 11 年蟬聯中國品牌歐洲銷冠，成為咗首個喺歐洲累計銷量破百萬嘅中國汽車品牌。預計到 2025 年，MG 喺歐洲嘅年銷量將突破 30 萬輛。

MG 喺海外市場打嘅係技術牌。佢哋喺全球首家量產咗半固態電池技術，呢款 SolidCore 電池嘅液態電解質含量降至 5%，即使喺 -20°C 嘅極端環境下都能保持 90% 以上嘅電量，安全標準較行業最高提升咗 20% 以上，一下打透咗氣候同安全關注度呢兩堵歐洲消費者嘅認知牆。此外，深受歐洲市場認可嘅 Hybrid+ 混合動能技術，單月海外銷量就突破咗 2 萬輛。

正正就係上汽喺 2025 年發佈嘅 Glocal 戰略（全球 + 本土組合戰略）嘅核心。上汽正在加速從早期嘅單純產品出海邁向更高維度嘅價值鏈出海。當智己嘅 IM AD 智能駕駛系統覆蓋全球五大洲，當海外出行 i-Smart 系統全球激活量突破百萬，上汽實際上係喺向全球輸出一套基於中國新能源供應鏈體系嘅全新商業標準。

從 2014 年率先全面向新能源轉型，到 2026 年迎來一億輛里程碑，上汽用十二年嘅時間走完咗一個產業輪迴。呢十二年間，上汽完成咗從一馬當先，到旗下 15 個品牌萬馬奔騰嘅跨越。 

一億輛絕對唔係一個用來躺平嘅功勞簿，佢好似係上汽二次創業嘅全新起跑線。喺呢個無比殘酷且迭代極快嘅行業入面，任何關於技術停滯嘅妥協同對封閉生態嘅執念，都會喺極短時間內被市場懲罰。

上汽之所以能夠穿越週期，從來唔係靠住歷史嘅宏觀恩賜。係靠住喺無數個微觀決策中，堅持開放協同嘅商業理性，堅持死磕硬件同工程嘅執念，以及喺市場更迭中始終保持對供應鏈嘅主導權。只有睇懂咗呢套隱藏喺數字背後嘅產業邏輯，我哋先至能夠理解為乜上汽能夠造出呢一億輛車。

伴随着电动化、智能化全面深化，汽车主流供应链企业开始从幕后走上台前，在汽车产业大变局和汽车产业生态重构过程中实现角色跃迁，而非局限于往昔车企的配套者。其“上位”的底层逻辑是，借力电动化、智能化新赛道，实现技术范式转换，达成技术溢价，与车企成为新汽车底层技术栈的共同定义者和平等参与者，进而实现品牌溢价，影响力直接触达消费端。汽车供应链企业迎来全面进阶的战略性发展机遇。

围绕供应链企业进阶，《汽车纵横》特作本期“封面故事”专题报道。

当前，新能源产业正站在新的历史节点。在这场能源革命与科技革命交汇、现实与未来叠加的历史进程中，宁德时代始终在以行动回答一个问题：如何在不确定的世界中，构建确定性的长期价值？

宁德时代财报显示，其2025年营收高达4237.02亿元，净利润为722.01亿元，全球市占率达39.2%，已连续9年动力电池使用量排名全球第一。值得关注的是，这家处于整车制造上游的供应链企业，去年净利润超过了13家主流整车上市公司的利润总和。“车企给宁王打工”的调侃，似乎已照进了现实。

这一现象背后，是宁德时代对全球主流车企的影响力。而这一切的起点，正是动力电池在新能源汽车产业中的核心地位——动力电池约占整车40%成本，是新能源汽车毋庸置疑的“心脏”。对整车企业而言，稳定可靠的电池供应，早已从基础保障性需求，升维为关乎产品竞争力与长期发展的核心战略需求；对宁德时代而言，如何将“头部客户”转化为“战略盟友”，同样是决定其商业版图天花板的关键课题。

那么，宁德时代究竟是如何凭一己之力“绑定”近半个汽车圈的呢？究其原因，从动力电池供应商到全域能源生态服务商，宁德时代用十余年时间构建起一套覆盖资本、产能、研发、保供、生态等全方位的深度绑定体系。正是这套体系，将全球主流整车企业牢牢纳入自身产业版图，实现了从“卖电池”到“定标准、建生态”的跃迁，也彻底重塑了供应链企业与整车企业之间的“整零”关系。

资本绑定

在电动化重构汽车工业的浪潮中，宁德时代跳出传统供应商“供货收钱”的单一模式，以直接投资、战略入股、合资控股等多元资本手段，深度渗透整车企业股权结构，将供需关系升级为利益共同体、战略共生体，从资金、话语权、资源层面实现全方位绑定，筑牢产业话语权根基。

据不完全统计，截至2026年5月底，宁德时代通过直接或间接方式投资入股的新能源整车企业已超过10家。最新的动作是，2026年5月25日，赛力斯集团发布公告，其下属子公司重庆蓝电科技有限公司获得五家投资方合计66.71亿元增资，在投资方名单中，宁波梅山保税港区问鼎投资有限公司（以下简称“问鼎投资”）以9.84亿元的出资额位列第三，持股比例9.878%。而这家问鼎投资正是宁德时代100%持股的子公司。

稍早前的2026年5月12日，广汽集团与华为乾崑联合打造的高端智能新能源汽车品牌启境汽车宣布，已完成总额超10亿元的战略增资，由宁德时代、博世旗下的投资平台以及多家央国企资本投资。据了解，宁德时代此次投资也是通过全资控股的问鼎投资实缴出资3亿元，为单一最大投资方。

事实上，宁德时代的投资版图远远不止这些。在新能源江湖里，“宁王”不仅是个卖电池的，更像是一个拿着资本地图到处“组局”的超级玩家。2021年，宁德时代豪掷7.7亿元，以23.99%的持股比例成为阿维塔的第二大股东，当时形成了独有的CHN（即长安+华为+宁德时代）模式。作为回报，阿维塔不仅全系标配宁德时代电池，还全球首发了宁德时代的磐石滑板底盘。

此外，宁德时代还是极氪汽车的早期投资人，参与了极氪的Pre-A轮融资。宁德时代不仅通过问鼎投资持有奇瑞约2.97%的股份，双方还成立了注册资本20亿元的“时代奇瑞”合资公司。上汽和宁德时代其实早就是老搭档，宁德时代持有上汽旗下智己汽车约0.48%的股份。在北汽新能源2024年底的超80亿元大融资中，宁德时代出资2亿元入股。

在商用车领域，2026年3月，宁德时代旗下的溥泉资本参与领投了零一汽车12亿元的融资。2025年11月，一汽解放公告对合资公司“解放时代”增资1.91亿元，宁德时代同步增资，三方合计增资4.12亿元，这家成立于2023年、由一汽解放与宁德时代各持股50%的合资企业，也不过是宁德时代近年来通过资本纽带深度绑定整车厂的缩影而已。

在海外市场，宁德时代同样采用合资参股逻辑。2024年12月10日，宁德时代与Stellantis各持股50%，投资41亿欧元在西班牙萨拉戈萨建设一座大型磷酸铁锂电池工厂，产品专供Stellantis欧洲车型，资本绑定助力宁德时代深度渗透海外主流车企。

当然，宁德时代在投资车企方面也踩过坑。比如，宁德时代曾持有哪吒汽车约2.67%的股份，早期还投资过爱驰汽车。不过这两家造车新势力从目前的情况看，已基本退出市场。

宁德时代的资本绑定，绝非简单的财务投资，而是重构整零关系、掌控产业话语权的战略布局。这种资本织网模式，让宁德时代从单纯的电池供应商，升级为整车企业的战略伙伴、利益共同体，在电动化浪潮中牢牢掌握产业主导权，为技术、产能、生态等领域的全方位绑定奠定坚实资本基础。

产能锁定

如果说资本是纽带的骨架，那产能就是血肉。在电池供需周期性紧张、原材料价格波动加剧的行业环境中，稳定产能就是核心竞争力。宁德时代产能绑定的策略可以用一句话概括：把电池产能建到最需要它的地方去——紧邻整车厂的超级工厂，甚至直接建在客户的车间里。宁德时代通过专属产线、厂中厂、区域基地三种模式，为合作车企提供确定性产能保障，以“产能锁定”实现深度绑定。

2025年6月30日，宁德时代在赛力斯超级工厂的两条CTP 2.0高端电池包产线正式投产，这是宁德时代首次与整车厂采用“厂中厂”模式进行合作，为问界系列车型本地化生产供应动力电池系统。“厂中厂”模式是一种创新的供应链协同模式，宁德时代将电池生产线直接建在赛力斯超级工厂内，实现了动力电池从下线到装车的高效闭环管理。电池实现“即产即装”，省去包装、运输、仓储等中间环节，供应链响应速度缩短至20分钟级。

如果说“厂中厂”只是一种创新模式的试水，那么宁德时代广泛与上汽、广汽、一汽、东风、吉利、长安等主流车企设立的动力电池合资公司，如时代上汽、时代广汽、时代吉利、时代长安等，其通常以51%的持股，牢牢掌握控股权。早在2017年，宁德时代就与上汽集团合资成立了“时代上汽动力电池有限公司”，总投资额高达上百亿元。这种前瞻性的布局，让上汽在随后的新能源转型浪潮中吃足红利。当其他友商为了抢电池而在宁德时代总部门口排长队时，上汽却能通过时代上汽的专属产线，稳稳当当地拿到符合自己定制化需求的电池包。

2026年2月13日，时代奇瑞（合肥）新能源科技有限公司正式成立，注册资本高达20亿元，由宁德时代、奇瑞汽车、奇瑞商用车（安徽）有限公司共同持股，其中宁德时代持股51%，后两者合计持股49%。根据协议，奇瑞将优先获得宁德时代麒麟电池、钠离子电池等核心产品的供应权，而宁德时代则通过技术授权与联合研发，推动半固态电池、换电模式等创新技术在奇瑞高端车型上的应用。

在海外布局的德国、匈牙利、印尼等工厂，宁德时代同样也实现了“整车在哪里，电池产能就在哪里”。对特斯拉、大众、宝马等国际车企，欧洲基地就近配套；对奇瑞、吉利、零跑等出海车企，东南亚基地同步跟进。区域化产能布局有效规避贸易壁垒、物流风险与汇率波动，让整车企业在全球市场扩张中始终拥有稳定电池保障。

产能锁定的底层逻辑，是用确定性供给对抗不确定性周期。对整车企业而言，宁德时代的产能保障意味着新车上市不“卡脖子”、旺季交付不缺货、海外扩张无后顾之忧；对宁德时代而言，锁定产能即锁定销量，提升产能利用率、平抑投资成本，形成规模效应与成本优势。

研发前置

如果说产能锁定绑定的是当下，那么研发前置绑定的就是未来。传统电池供应是“车企提需求、电池厂做产品”的后置适配模式，而宁德时代则将研发全面前置，实现整车与电池同步开发、联合定义、联合测试，从被动适配转向主动共创，以技术深度嵌入实现绑定。

2025年12月17日，宁德时代与岚图汽车签署10年深化合作协议。根据协议，宁德时代将积极配合岚图新车型开发，优先提供领先电池技术，全面推动麒麟、神行、骁遥等标杆性电池品牌在岚图车型上的规模化应用。这意味着，岚图的产品规划将与电池领域的前沿创新保持同步。双方合作视野已从单一的动力单元拓展至换电模式、CIIC智能底盘集成化、磐石底盘、V2G等代表未来出行生态的全新领域。

当然，宁德时代的研发前置逻辑远不止于这一家车企。2025年11月11日，宁德时代与广汽集团签署10年全面战略合作协议，双方将在智能底盘、换电生态等前沿领域展开联合研发，并基于宁德时代在动力电池、储能系统及能源服务领域的深厚积累，共同打造更具市场竞争力的新能源车型。针对广汽传祺的车型规划，双方正积极推进磐石底盘技术的搭载应用。

2025年以来，宁德时代已与多家车企达成合作——不仅是广汽集团、江汽集团，更包括理想汽车、赛力斯等核心客户。电池厂商与整车厂正共同越过传统的买卖博弈，全面迈向深度绑定与价值共创的新阶段。宁德时代的研发体系也由此具备了更强的“前瞻性”：当下一代电池技术还在实验室中迭代时，宁德时代就已经与合作伙伴在共同规划未来的车型平台架构。

研发前置的深层意义在于，它让宁德时代从一个被动响应需求的供应商，转变为主动定义未来技术路线的标准制定者。宁德时代于2026年2月26日发布的麒麟凝聚态电池，能量密度达500Wh/kg，计划于年底首批搭载蔚来ET9与极氪001 FR。这些在行业内尚属前列的技术探索，正在成为宁德时代绑定高端客户的最强黏合剂。

生态共建

事实上，宁德时代的业务领域远不止于电池，其正将电动化目标延伸至低空、船舶、数据中心等更广阔的领域，快速拓展换电网络及服务，推进零碳生态建设，完善产业生态并延伸价值链条。围绕整车企业，宁德时代正在构建换电、储能、充电、绿电、回收全域生态，以生态壁垒实现不可替代的绑定。

在换电领域，宁德时代以巧克力换电、骐骥重卡换电为核心，联合长安、奇瑞、广汽、赛力斯、上汽通用五菱、北汽等组建超换共享网络，共建换电站、共享换电块、统一接口标准。2026年4月25日，奇瑞汽车、奇瑞绿能、宁德时代、时代电服签署战略合作协议，各方将聚焦“超充+换电”共享网络布局、绿色能源生态共建等领域，奇瑞汽车将全面导入宁德时代与时代电服的巧克力换电体系。而宁德时代与广汽集团的合作更是全方位的，不仅涵盖智能底盘搭载应用、电池技术联合研发、换电生态共建、电动化平台创新等关键领域，还将在电池租赁、联合建站等业务领域开展长期深度合作。

零碳园区是宁德时代正在大力推进的项目，目前已在山东东营、福建厦门、山西大同、江苏盐城及海南等地布局零碳园区，通过100%绿电直连与源网荷储一体化技术打造绿色智造基地。2025年7月26日，宁德时代主导建设的全国首个100%绿电直连零碳产业园在山东东营启动建设，总投资超百亿元，该项目采用“风光耦合+构网型技术”构建独立能源系统，通过风电、光伏发电与储能系统直连工厂。宁德时代的终极目标是打造绿电直供、零碳园区、源网荷储、构网型储能等全景式、一体化的零碳解决方案。

废旧电池回收，是电池全生命周期管理实现闭环的最后一块拼图。宁德时代通过回收方式，对废旧电池中的镍、钴、锰等金属材料进行加工、提纯、合成，并将收集后的铜、铝等金属材料通过第三方回收利用，使电池生产所需的关键金属资源实现有效循环利用。宁德时代构建了“生产—使用—梯次—回收”的完整闭环，为合作车企提供电池回收、梯次利用、再生材料闭环服务。通过规模化回收与再生，降低原材料成本，反哺整车电池价格竞争力，形成全链条价值共享。

此外，在海外市场，宁德时代与奇瑞、宇通、吉利、东风等推进车电一体化联合出海，海外电池基地同步跟进整车出海节奏，提供全球联保、本地服务、供应链配套等服务。整车企业出海不再面临电池适配、认证、供应难题，宁德时代则跟随整车出海扩大全球份额，形成全球化生态绑定。

生态共建的战略意义远超商业合作本身。当宁德时代不仅掌握电池制造，还掌控电池的换电网络、电池护照数据（宁德时代2026年2月与宝马合作开展欧盟“电池护照”跨境数据试点）、电池回收全生命周期管理时，它就从一个单纯提供零部件的供应商，变成了整个新能源出行生态的基础设施平台。车企在这个生态中扮演的仍然是造车的角色，但补能方案、电池管理、数据服务乃至用户出行体验的关键维度，都将纳入宁德时代的生态体系。这种生态级绑定，已远远超出产品与价格层面，形成真正的“命运共同体”。

每到月初车企销量放榜的日子，都充满了话题性。而比亚迪甩出的5月成绩单，让不少人倒吸了一口凉气。

38.3万辆的单月销量，连续60个月成为新能源市场的头名，这样的数字放在整个中国汽车工业史上，都是过去难以想象的画面。但比销量数字更值得关注的，是这份成绩单背后的一些微妙变化。

38万辆背后的战场，不只是在展厅里

比亚迪5月的销量数据中，王朝和海洋网依旧是绝对的主力，合计超过33万辆的数据撑起了半数意义上的销量。不过方程豹和腾势这两个高端品牌的走势变化，是一个更加积极的信号。

方程豹单月卖出了3万多辆，同比增长接近140%。背后的原因其实不难理解，闪充版车型的陆续到位，让那些本来对硬派越野感兴趣但又在补能效率上犹豫的用户，终于找到了下决心掏钱的理由。以前不少人可能觉得这种带大梁的车充电太慢，出去玩一趟心里没底，现在充电速度和加油基本同速，那为什么不买一个更安静更省钱的？

腾势这边16303辆的销量数字上没有方程豹那么炸裂，但也在持续保持增长。要知道腾势的客户群体其实更“挑剔”，而在N9闪充版上市后，不少原本在看理想L9和问界M9的潜客，正在慢慢转向腾势。

至于月销286辆的仰望，同比增长直接翻倍。中国品牌在百万以上的价格区间，已经不是一个“有没有人买”的问题，而是“值不值得买”的问题。仰望的客户群体大多家里不止一台豪车，他们选择仰望，无疑也是对比亚迪在电动化和智能化技术的信任。

把这些数据放到一起看，我们不难发现，主流的王朝海洋依旧在负责跑量，而方程豹和腾势负责满足25万到50万区间的升级需求，仰望则站在塔尖上做品牌技术的旗帜。这种金字塔结构的好处在于，不管市场怎么波动，比亚迪都能在不同价格带里找到自己的增长点，五月份的成绩单证明了这个产品矩阵的韧性。

“敢兜底”不只是一句口号，而是一次用户信任的重建

还记得五月下旬的“敢为”发布会上，比亚迪抛出了“敢兜底，才是真安全”这句话。而就在城市领航和智能泊车“双兜底”推出后的三天内，搭载天神之眼A、B系统的车型，城市领航的日活跃用户量直接涨了50%。这个增幅说明了一个事实：用户不是不想用智驾，而是之前不敢用。之前的智驾系统在很多场景下，遇到突发状况会直接把控制权甩给司机，让不少人用过一两次就再也不想开了。

再看智能泊车的数据，那就更夸张了。安全兜底推出后，功能使用率从21%飙升到了90%以上。这个反差巨大到有点离谱，但也真实反映了普通用户对自动泊车的真实态度：不是不需要，而是不敢信。尤其是在一些复杂车位，比如立体车库、窄巷子、有低矮障碍物的地方，之前的系统经常识别不准或者半路罢工，用户用两次被吓到之后就不再碰了。而现在比亚迪说“出了事我兜底”，用户的心态就完全变了。

“敢兜底，才是真安全”，这句话的重点不在于“安全”，而在于“敢”。因为在目前的行业环境下，真正敢为自己的智驾系统承担责任的品牌，一只手数得过来。大多数车企都在用各种免责声明把自己裹得严严实实，嘴上说自己是L2+、L2++，但真出了事，责任全是司机的。比亚迪这次把“兜底”两个字摆上台面，本质上是在挑战行业的一个潜规则，也是在试图重建用户对智驾的信任。

从商业逻辑上看，这也是一种聪明的策略。比亚迪目前搭载辅助驾驶的车辆保有量已经超过315万辆，天神之眼每日生成的数据超过2亿公里。这么大的数据规模，意味着它的系统迭代速度会远超那些保有量小的品牌。有了足够的真实路测数据，才有了敢兜底的底气。这个逻辑是没问题的。

海外月销16万的意义，不止于数字

五月份比亚迪的海外销量首次突破了16万辆，同比增长80.7%。海鸥、宋PLUS、元系列在海外市场的持续热销，说明中国品牌的小型电动车和紧凑型SUV，在性价比和产品力上已经具备了和日系、德系直接掰手腕的能力。尤其是在东南亚、南美、中东这些市场，消费者对电动车的接受度在快速提升，而当地本土品牌的产品力又跟不上，这就给了比亚迪一个很好的窗口期。

更值得关注的是SHARK皮卡的表现，连续两个月突破4000辆的批发量，放在全球皮卡市场里虽然不算特别大，但对于一款中国品牌的皮卡来说，这已经是一个里程碑。皮卡在东南亚、澳洲、中东这些市场是刚需车型，而且利润空间远比轿车和SUV要高。SHARK如果能在这个品类站稳脚跟，对比亚迪海外利润结构的改善会有很大的帮助。

当然，海外市场也不是一片坦途，欧洲市场的关税壁垒、美国市场的政策封锁，以及各地不同的充电标准和法规要求，都是比亚迪需要一步步去解决的问题。但五月份的数据至少说明比亚迪的全球化是在实打实推进的。从泰国工厂到巴西基地，从乌兹别克斯坦到匈牙利，比亚迪的制造版图正在全球铺开。

结语

随着六月份大唐和后续几款闪充版车型的上市，会进一步检验比亚迪的产品节奏和市场反应能力。而海外市场能否继续保持16万辆以上的水准，也将是接下来几个月的重要观察点。无论如何，五月份的这份答卷已经足够有分量，它不仅是一个数字上的新高，更是一个信号，表明比亚迪正在从“卖车的”转向“负责的”。在这个充满不确定性的市场里，这种转变或许比销量本身更有意义。

On May 22, Deepal Auto announced in Lisbon, the capital of Portugal, that it has officially become the global official partner of the Portuguese national team. On site, Deepal Auto delivered its compact pure electric SUV Deepal S05 to the team and simultaneously launched a 1000-kilometer European long-distance test for the model.

According to official information, the Deepal S05 recently won the April compact SUV sales championship in the domestic market and topped the compact pure electric SUV registration for two consecutive months in Spain. The vehicle also won first place in the J.D. Power 2026 China New Energy Vehicle New Car Quality Research Compact Pure Electric SUV category and the German iF Design Award.

Deepal Auto stated that its cumulative global deliveries have surpassed 800,000 units. Regarding technology, the company holds patents such as Hyper Integrated Electric Drive and Golden Bell Battery, and claims to achieve "million-level electric drive zero overheating" and "battery zero spontaneous combustion" records. In addition, Deepal Auto received the first domestic L3-level autonomous driving test license plate.

As part of Changan Auto's "Open and Inclusive" overseas expansion plan, Deepal Auto has currently entered five major regions and about 100 countries and regions. The Deepal S05 has started production at the Thailand factory, while the Deepal S07 has received dual five-star safety ratings in Europe and Australia.

This collaboration with the Portuguese national team is regarded by Deepal Auto as a key step to accelerate the European market layout. In the future, the brand will continue to promote the transformation from product export to brand and industrial chain output.

May 21, 2026. The 12th Chengdu International Automotive Parts and After-Sales Service Exhibition (CAPAS) opened today at the New Century City New International Convention and Exhibition Center in Chengdu. This exhibition covers an area of 53,000 square meters, bringing together 805 participating enterprises from around the world, focusing on commercial vehicles, new energy intelligent connected vehicles, after-sales services, automotive culture, and other core sectors, presenting a panoramic view of innovation highlights in the entire automotive industry chain. During the same period, 27 diverse activities unfolded around industry frontier topics such as complete vehicle-parts collaboration, international trade cooperation, commercial vehicle electrification, and talent development. The exhibition is committed to building a comprehensive service platform integrating industry exchange, trade investment, and industry-education integration, helping the high-quality development of the Southwest automotive industry. 56 professional buyer groups from around the world were invited to visit. This exhibition is expected to attract overseas audiences from emerging markets such as Southeast Asia, Central Asia, South America, as well as audiences from automotive industry clusters in Southwest, Central, East, and South China to join this grand event.

Mr. Yu Guang, General Manager of Messe Frankfurt (Shanghai) Co., Ltd., stated: "Under the dual drive of the Chengdu-Chongqing Twin City Economic Circle construction and policies for high-quality development of the Southwest automotive aftermarket, CAPAS has become an important platform linking complete vehicle manufacturing and aftermarket services, connecting domestic and international trade services and industrial docking. This exhibition closely follows industry transformation trends, stands on Southwest local industrial characteristics, helps commercial vehicle electrification and scenario development, and actively advocates green circular economy. The scale of display in the new energy and intelligent connected fields has increased significantly this year, concentrating on presenting frontier technologies such as intelligent driving, core three-electric technologies, and hydrogen fuel systems. At the same time, the exhibition continues to strengthen the promotion of automotive culture, combining automotive racing, self-driving travel, classic cars, and other key development areas to create rich interactive experience scenarios, helping the upgrading of the automotive personalized consumption market. From trade to ecosystem, CAPAS is constantly achieving self-transformation, injecting strong momentum into the development of the Southwest automotive industry."

From Complete Vehicle Manufacturing to After-Sales Services, Covering the Entire Automotive Industry Chain

This exhibition's innovative products and frontier technologies concentratedly highlighted the commercial vehicle electrification trend. The display scale of new energy intelligent connected related products and technologies expanded significantly. The after-sales service field focused on chassis maintenance and green low-carbon concepts. The accessories and modification boards accurately fit Southwest personalized modification needs, with the entire industry chain working together.

Multiple well-known commercial vehicle brands showcased their new energy heavy-duty and light-duty truck models at the exhibition. Among them, FAW-Foton brought the "Auman Smart Blue ES1" light truck covering cold chain, express delivery, high-end urban distribution, and smart logistics scenarios; Liuzhou Motor Chenglong brought the complete vehicle self-weight only 8.8-ton heavy-duty truck model "Chenglong Wing 5"; FAW Jiefang exhibited the "Tiger 6G-132" composite version cargo truck, equipped with an 185KW high-power motor, improving climbing and acceleration performance; Chitian displayed new energy mining trucks supporting unmanned driving, intelligently adaptable to various mining transport scenarios. Regarding commercial vehicle parts, Belt, Fuda Shares, SAIC-GM-Wuling, Yi'an and other brands brought engines, batteries, sensors, turbochargers and brake discs products, fully docking upstream and downstream support needs, expanding industry chain cooperation opportunities.

The space lineup of the New Energy and Intelligent Connected Vehicle Special Zone doubled compared to the previous exhibition, and the number of participating brands also increased significantly. Passenger car brands such as Changan, Dongfeng Fukang, Dongfeng Lantu, Dongfeng Yijing, Geely Galaxy, Jetta, Lynk & Co, Seres and FAW Toyota, as well as multiple new energy models from commercial vehicle brands such as Guangtong Auto, Shudu Bus, Xizhong, Sinotruk Chengdu all appeared. Frontier technology products will also cover key fields such as intelligent driving systems, core three-electric technologies, hydrogen fuel systems, etc., showing a booming trend in the industry.

Against the rising demand for chassis maintenance, Lipei, Tieyin, Wuhu Jiaxian, Sigemai and other brands brought shock absorption, braking, steering, transmission and other chassis parts. Closely following the trend of green circular economy development, this exhibition also gathered a large number of remanufactured parts products, Chongqing Yuxiang, Puyang Jirunda, Xinjiang Tongfeng, CADC Power and other brands exhibited remanufactured engines, gearboxes and chassis parts; at the newly planned Seminars on Green Design, Green Manufacturing/Remanufacturing and Recycling of Automotive Products, multiple enterprises will exchange practical experiences around topics such as automotive remanufacturing green circular models, scrap vehicle recovery and dismantling industry analysis and typical parts remanufacturing cases. The warranty field also fully integrated low-carbon environmental concepts, Steller, Matthias and other brands exhibited smart car wash machines with water and electricity saving operational advantages, more fitting Southwest market needs; Unite, Xunao, Guangjun and other brands' paint booths, lifts and other after-sales maintenance equipment, can effectively help terminals improve quality and efficiency.

Conforming to the growing personalized consumption and modification upgrade demand in Southwest region, first-time exhibitors Changmao, Xinhui, Yaosheng brought paint protection film, window film and color change film and other personalized automotive modification products; Huqie exhibited off-road vehicle fuel tanks and roof racks, and Cale displayed pickup truck tailgate covers, injecting hardcore equipment support for self-driving travel modification; Brosoli's new energy organic coolant, Longding's LED headlight assemblies and headlight modification kits, Wesley's multi-functional cleaners and new energy vehicle fire extinguishers and other automotive products, also accurately fit regional market characteristics.

16 Prefectures and Cities plus 3 Out-of-Province Exhibition Groups in Differentiated Layout, Cluster Effect Highlighted

This year's exhibition gathered industrial characteristic exhibition groups from Sichuan, Chongqing, Hebei, Guangzhou and other places. Among them, 16 Prefectures and Cities exhibition groups within Sichuan Province appeared together, including Nanchong, Yibin, Ziyang, Guang'an, Leshan, Guangyuan, Deyang, Suining and Luzhou, fully demonstrating the cluster effect and local characteristics of Sichuan automotive industry. Nanchong and Guang'an exhibition groups performed outstandingly in commercial vehicle electrification support, Dingtai Bohai, Hengli, Hongrong Zhizao, Kangda Group, Nanchong Kanghuan, Yonghe Zhijia, Zhongqisheng brought RVs, motorcycles and commercial vehicles related accessory products. Yibin exhibition group arrived with a heavyweight display lineup, focusing on new frontiers of power battery innovation, among which Academician Ouyang Minggao Workstation as a new energy vehicle and power battery innovation platform appeared at the exhibition, Yirui Auto brought unmanned pure electric sweeper, Fengchuan Power, Sichuan Times, Zhili Wisdom, Zongguanxian and other brands exhibited power battery related products. In the hydrogen energy technology field, Ziyang exhibition group also had highlights: Huachuang Yonghong brought low-pressure solid-state hydrogen storage sightseeing vehicle and low-pressure high-density solid-state hydrogen storage cylinder, Hyundai Commercial Vehicles brought hydrogen fuel cell light truck, concentrating on presenting frontier technology achievements.

Chongqing, Hebei, Guangzhou and other exhibition group enterprises from outside the province brought products and technologies in fields such as new energy intelligent connected, braking systems, automotive electronics and precision manufacturing, closely combined with Southwest market demand, realizing regional linkage and helping build a highly collaborative automotive industry ecosystem.

Concurrent Activities Focus on Hot Topics, Diverse Forms Build Industry Dialogue Platform

During the three-day CAPAS exhibition, 27 concurrent activities will cover industry chain collaboration, commercial vehicle electrification, green circulation, talent development and automotive culture and other important topics, forms including industry forums, technical seminars, supply-demand docking meetings, education and training, interactive experiences, etc. Industry experts from industry, academia and research gathered on site, deeply analyzed Southwest automotive market development trends, further promoting industry exchange and pragmatic cooperation.

As the opening event of this year's industry chain supply-demand docking series activities, "Walk into Changan" docking activity was successfully held yesterday at Changan Auto Global R&D Center. Nearly 20 parts and technical solution enterprises participated in matching negotiations, showcasing their respective advantage technologies on site. The activity effectively promoted efficient support between quality parts enterprises and complete vehicle enterprises in Chengdu-Chongqing area, providing strong support for building a collaborative symbiotic industrial ecosystem.

In addition, the exhibition will also hold multiple industry docking activities, further promoting industry chain integrated development. China Automotive Ecosystem Partners Conference focused on automotive industry ecosystem development, automotive modification and new trends of going global and other topics, assisting enterprises to grasp global dynamics. Chengdu-Chongqing Region (Chengdu) Automotive Industry Chain Ecosystem Cooperation Conference will play the leading role of Chengdu-Chongqing Twin City Economic Circle, multiple complete vehicle brands will release new models during this period; at the same time, Jetta, Changan will also share their procurement strategies and needs, bringing more supporting cooperation opportunities for parts and enterprises.

Reliant on the continuous improvement and wide coverage of Southwest region road charging and battery replacement facilities, the new energy commercial vehicle market development momentum is strong. This exhibition gathered a group of industry experts, new energy commercial vehicle enterprises, logistics enterprises, charging and battery replacement operators and supply chain related enterprises, deeply discussed the commercialization path and aftermarket layout of new energy commercial vehicles in Southwest market, helping enterprises seize industry chain upgrade opportunities. New Energy Commercial Vehicle (Southwest) Service Ecosystem Conference gathered upstream and downstream industry chain enterprises, analyzed market trends and user demand changes, discussed the business model of Southwest new energy commercial vehicle aftermarket; newly held Logistics Scenario Electrification Conference - Chengdu Station targeted recharging, cost and operations and other links, linking vehicles, piles, logistics, energy and finance multiple parties resources. The two conferences revolved around technology optimization, operational efficiency, scenario deepening and ecosystem synergy and other topics, providing forward-looking insights and decision-making reference for commercial vehicle enterprises.

New Energy Vehicle Industry-Education Integration Activity Zone takes industry-education collaboration, technology empowerment, talent development as the core, driving the after-sales repair field to upgrade comprehensively towards professional testing, digital diagnosis, refined services direction. Conference Zone gathered industry association, university and enterprise resources, held International Automotive Industry Education and Talent Development Conference, Elite Launch Open Class and New Energy Auto Service Marketing Growth Training, and newly added new energy commercial vehicle after-sales repair training. Training Zone focused on industry emerging demand directions, brought by Laoxianghao such as new energy commercial vehicle troubleshooting, diagnosis and repair on-site demonstration. With used car preparation officially included in national occupational classification new jobs, this exhibition fully newly set up used car preparation training, bringing AI paint smart detection, digital color matching, traceless repair and other new generation technologies, building technology, equipment, talent, digital full-chain coordinated development.

Responding to the "Implementation Plan for Promoting High-Quality Development of Automotive Aftermarket in Sichuan Province" and other policies, this year's Automotive Modification Big Dance Party comprehensively upgraded, revolving around automotive racing, self-driving travel scenes and automotive culture experiences three directions, using National Highway 318 as the main line. On site not only the Movie "Pegasus 3" prototype car surprised appearance, but also linked Austria Red Bull at Chengdu and Shanghai two locations exhibition site, built City Pit Tyre Change Challenge series experience activities, feel racing pit stop tire changing tense rhythm; e-sports simulator let audience have chance immersive experience rally track driving atmosphere. Hardcore modified off-road vehicles and stylish motorcycles concentratedly appeared, audience can communicate face-to-face with senior modification experts, customize exclusive Southwest terrain road self-driving modification plans. In addition, Ford Model A, Cadillac Series 62 and Formula 3 (F3) and other limited models, let audience feel up close design aesthetics and cultural heritage spanning years. In technology field, Naftec displayed supporting Tank 300 4WD exclusive high-performance front drive half-shaft, significantly improving off-road handling and flexibility.

Domestic and Overseas Buyer Group Matrix and Professional Viewer Dimension Both Expand

This CAPAS is expected to welcome overseas audiences from multiple countries and regions such as Australia, Russia, Thailand, Malaysia, Singapore, South Korea, India and Saudi Arabia. Regarding buyer groups, overseas buyers from emerging markets such as UAE, Pakistan, Brazil, Ghana, Bangladesh, Mexico, Tajikistan and Armenia will come in groups to participate in invited buyer negotiations for precise docking; domestic buyer groups will cover Southwest and surrounding areas with Chengdu-Chongqing as core, focusing on core parts, new energy intelligent connected commercial vehicle technology and supply chain cooperation. This exhibition continues to precisely expand professional viewer dimensions, closely following electric commercial vehicle industry rapid development trend, newly added logistics enterprises, charging and battery replacement operators and other core groups, focusing on new energy commercial vehicle procurement and supporting service needs, opening up upstream and downstream docking barriers. During the exhibition held dealer dinner and other supporting activities, build an efficient docking platform for professional audiences, further promoting trade cooperation.