Walking out of the N8 Hall of the Chongqing International Expo Center, one sentence kept echoing in my mind: In the new energy era, to what extent must a brand go to be truly responsible to its users?

The Changan Mazda booth in Hall N8, the classic MX-5 was parked next to the EZ-6 and EZ-60. On one side is the pinnacle symbol of driving control in the fuel era, on the other is the strategic model for electrification transformation. This scene itself is an annotation: everything is changing, but some things have indeed not changed.

The four words "Global Standards" are shouted by many in the joint venture camp, but few truly implement them. This time, Changan Mazda labeled the EZ-6 and EZ-60 with the "Global Car" tag, not just for show. From the start of development, both cars adhered to global standards, not China-specific, nor compromises for a single market. EZ-6 won the "2026 World Car Design of the Year" award, the first Chinese new energy vehicle to receive this honor, the third time Mazda has won this award in its history. EZ-60 is even more impressive, winning all three top design competitions: German Red Dot, iF, US IDA, accumulating 8 global design awards, the only SUV in the world to achieve this.

Design sense is precisely the hardest thing to copy. Mazda's "Kodo" was an aesthetic benchmark in the fuel era. In the electrification era, blending Eastern fluidity with electric vehicle technology is not as simple as changing a front grille. The fact that global design award judges nodded indicates Changan Mazda did not cut corners in this field.

Regarding safety, this might be the most reassuring thing this time. EZ-6 obtained C-NCAP, E-NCAP, C-IASI and other 5 authoritative safety certifications. Among them, the C-NCAP occupant protection score rate and E-NCAP child protection score rate were the highest among all tested models in 2025. Both cars were built according to China-EU dual five-star safety standards. Before the launch of EZ-60, it was pulled to the BingchaCha devil road for collision, rollover, water immersion extreme challenges. Battery safety meets the new national standards and European standards implemented in July 2026 in advance.

But what truly made me feel "this company is serious" is Changan Mazda's commitment: "Lifetime battery spontaneous combustion compensation", unlimited mileage, unlimited owners. Now, few brands dare to write such commitments into contracts. Without full confidence, signing such clauses is like digging a hole for oneself. This confidence is not from nowhere — able to obtain EU, UK, Australia three major markets full vehicle certifications, becoming the first domestic joint venture new energy car enterprise to take these three simultaneously, is the best endorsement itself. End of May, more than 80 overseas dealers from Europe, Australia, Thailand came to inspect the Nanjing Plant specially, gave high evaluation to production process and quality control system. Previously we brought overseas standards in, now it is the China Intelligence manufacturing standard to dispel overseas dealers. Nanjing Plant, domestic sales and global export models co-line production, completely unified manufacturing and quality control standards.

Handling, Mazda never stacks parameters. 0-100 acceleration how many seconds is not the only standard defining driving pleasure. It wants "car moves as willed, driving and riding pleasure", solving the motion sickness problem of electric vehicles from the root through whole-vehicle synchronous development.

At the auto show site, owner and champion driver Ji Hao shared an impressive experience. He drove an original factory unmodified pure electric EZ-60, participated in the China New Energy Vehicle Rally Championship Xinjiang Station. 6 days itinerary, 910 km devil road conditions, opponents were mostly extended-range or plug-in hybrids, refueling had natural advantage. Result, an original factory pure electric SUV won the field race SUV group champion and rally race overall runner-up, breaking through from 27 brands 100 participating cars. This is not lab data, not a show made by manufacturers hiring professional drivers, but real users on real tracks fighting out performance with products. Ji Hao said, in extremely intense confrontation, chassis rigidity, battery thermal management and "horse and man one body" dynamic calibration, are the core EZ-60 supported to last. This sentence is heavier than any parameter table.

The market has already given response — EZ-60 for 7 consecutive months蝉联合资新能源中型 SUV sales champion. Looking at the entire joint venture camp, few can do it.

But this auto show let me feel deeper, is Changan Mazda spent lots of time talking about users. Not "user-centered" cliches, but one by one real projects. 5 million Chinese users, in Changan Mazda's context not cold numbers, but brand development partners and value co-creators.

Year start started "Wish Journey", logic is simple: users themselves complete 25 wishes, last one by brand help realize. Not simple welfare distribution, but a two-way rush. "Owner Story Collection" already done to 11th issue — has continuous 7 years donating poor primary school public welfare expert, has continuous 4 years organizing car club care special children leader, has because of Mazda walked together couple. These real people and lives, constitute this brand most moving background color. "Mazda Joy Creators" encourages owners use lens and text record car ownership life, "National Agent" let user reputation become best communication channel.

Green Sprout Program Phase 2 also progressing, enter university and youth exchange design and engineering practice, while did an EZ-60 National University Modified Design Competition, excellent works directly give modification support. From source cultivate future potential users and industry talents, not just staring at current sales.

Corporate Social Responsibility also always doing. From 2015 in Yunnan cumulative donated built 12 Hope Primary Schools, total investment over 10 million yuan. This year June launched "Every Kilometer Has Kindness" action — owner every driving 1 km, brand donate 0.1 yuan, let an ordinary trip also become kindness accumulation. 2026 Fan Gala exactly 10th anniversary, brand and user emotional bond already lasted full 10 years.

Say a true truth, new energy era joint venture car company days generally not good, this is objective reality. Someone price cut survival, someone moves frequently but no effect, also someone choose silence watch. Changan Mazda chose this road, worth look a few more eyes — not fall into price war mud pit, but use global standard do products, use sincere attitude treat users.

In this parameter increasingly homogenized era, truly can separate brand, precisely is these soft things: design taste, safety bottom line, handling tone, with user between emotional connection. They not like range that intuitive, not like acceleration that stimulating, but they precisely is constitute a brand truly value cornerstone.

Chongqing Auto Show, Changan Mazda also simultaneously launched 618 Mid-Year Mega Sale: up to 17,000 yuan trade-in factory subsidy and 20,000 yuan old-for-new national subsidy, purchase designated models gift value 7,999 yuan premium set, also has 0 down payment 5 years low interest and lifetime zero combustion rights. From now to June 30, interested can go look. But I want more say, "Still Mazda" never is a slogan. Some things indeed can in electrification wave keep unchanged — those worth be guarded parts, just taking new way continue down.

June 13 to 21, Chongqing International Expo Center N8 Hall, Changan Mazda booth just there. Suggest you personally go look, especially that run finish rally original factory EZ-60. Some things, get own sit in, drive up, truly understand.

6 月 13 日，深藍汽車以“滿電上場，全球主場”為主題，攜全系明星車型重磅亮相 2026 重慶國際車展。全新深藍 S07 華為乾崑激光版增程車型上市，新車共推出 230Max+、230Ultra、300Ultra 三大版本，限時優惠價 15.49 萬元 -17.19 萬元，下訂還可享 8 大超值禮包。

作為深藍汽車“智能平權 + 電動平權”使命的集大成者，全新深藍 S07 華為乾崑激光版增程車型的推出，實現了“純電 + 增程”兩大動力形式的激光智能輔助駕駛全覆蓋，突破性地將 30 萬級激光智能輔助駕駛帶入 15 萬級主流市場，不僅成為該級別首個搭載華為乾崑激光解決方案嘅 SUV，更樹立了同級長續航華為乾崑激光新標杆。

15 萬級首個搭載華為乾崑智駕嘅 SUV，超充續航王全面進入 3 時代

全新深藍 S07 華為乾崑激光版增程車型全系標配華為乾崑 ADS 4 Pro 增強版，搭載由 1 個激光雷達、3 個 4D 毫米波雷達、11 個高清攝像頭及 12 個超聲波雷達組成嘅 27 個傳感器融合感知系統，將“主動安全”從技術參數落到日常通勤：複雜環島精準導航、無保護左轉主動禮讓、窄道會車智能控速，讓高端智能輔助駕駛體驗觸手可及。

全新深藍 S07 華為乾崑激光版增程車型延續“超級增程第一車”嘅領先優勢，通過技術迭代全面進入“3 時代”。全新深藍 S07 華為乾崑激光版增程車型搭載超級增程 2.0 系統，將百公里饋電油耗壓至 3.8L，輔以 3C 超充技術，一杯咖啡時間即可快速回血；配合 CLTC 純電續航 300km，至高 1385km 嘅綜合續航，跨省長途出行說走就走。此外，新車全系標配同級唯一 FSD+HRS 可變自適應懸架，確保“煞車不點頭、過彎不側傾、起伏不拋跳、爛路不顛簸、坑窪不彈跳”嘅穩健質感始終在線。

明星車型全員集結，最強產品陣列重磅登場

本次車展，深藍汽車攜全系 6 款明星車型登場，從 10 萬級純電入門到 30 萬級旗艦六座，從城市通勤到戶外穿越，深藍汽車以全維產品陣列盡顯征戰全球市場嘅底氣與實力。

“全球時尚電動 SUV"深藍 S05 憑藉 620km CLTC 超長續航，全系寧德時代電芯與 3C 超充，已成功進入全球 70 多個國家和地區，上市至今全球累計銷量突破 22 萬輛。同時，深藍 S05 斬獲德國 iF 設計大獎、泰國年度汽車大獎等多項國際權威榮譽，全球爆款實至名歸。今年 5 月，深藍 S05 更以斷層領先嘅成績強勢登頂純電動緊湊型 SUV 銷量榜首，豪取月度銷量“三連冠”。

被譽為“公路磁懸浮，智駕老司機”嘅深藍 L06，搭載 300 萬級豪車同款嘅磁流變懸架，還原純粹運動駕趣，讓年輕人無壓力就能擁有純血駕控轎跑。今年 5 月，深藍 L06 一舉奪得 13 萬 -20 萬新能源中型車月度銷量冠軍。深藍 L07 則深諳科技智享之道，為追求品質嘅中型轎車用戶帶來源越級體驗。

深藍 S09 與 G318 進一步上拓。深藍 S09 定位“智慧旗艦大六座 SUV"，以“超能續航王、智駕天花板、舒適大平層、百萬豪車級底盤、堡壘級車身安全”等核心優勢，完美兼顧家庭出行與商務接待；深藍 G318 無憂穿越版則開創“科技新硬派”品類，實現戶外穿越與城市舒適嘅完美融合。

核心技術集中亮相，夯實“科技深藍”標籤

自成立以來，深藍汽車持續深耕智能化與電動化賽道，致力於突破行業技術瓶頸。智能化領域，深藍汽車依托長安“天樞領航”與“華為乾崑”雙重賦能，為消費者帶來了豐富嘅智能化產品體驗。本次車展，曾於去年 12 月奪得國內首批 L3 級自動駕駛正式專用號牌嘅車型也同步展出，盡顯品牌技術積澱與創新實力。

電動化領域，深藍汽車自主研發嘅原力超集電驅，歷經四代技術迭代，僅用 45 個月就實現百萬台下線，這一速度領先行業。其系統總成工況效率高達 94.13%，穩居全球首位，為用戶帶來了超級省、超級爽、超級安全嘅駕乘體驗。而金鐘罩電池也憑藉 60 萬公里衰減無感知、百萬台零過熱嘅極致表現，榮膺國家科學技術進步二等獎，共同鑄就全生命週期安全屏障。

憑藉對“智能平權 + 電動平權”使命嘅堅守，深藍汽車不斷將前沿科技轉化為用戶可感知嘅出行價值，目前已構建起強勁嘅全球增長格局。作為長安“海納百川”計劃嘅先鋒軍，深藍汽車已佈局 5 大區域、覆蓋全球 100+ 國家和地區，以全球統一高品質贏得了廣泛信賴。

為了回饋用戶厚愛，深藍汽車特別推出“夏日購車季”活動，集結至高 10000 元夏日購車禮、至高 5000 元超級置換禮、至高 8000 元以舊煥新禮、618 大促禮，以及重慶車展專屬福利等多重驚喜，以滿滿誠意助力用戶“滿電上場”。

深藍品牌立足智能化戰略，堅定踐行“電動平權 + 智能平權”嘅品牌使命。在此戰略指引下，深藍 S07 三年進化歷程與全球 30 萬 + 用戶基盤，此次激光版增程車型上市，不僅夯實了同級市場嘅價值新高度，更標誌著深藍汽車產品陣列嘅進一步完善。以此為基，配合全球化戰略嘅縱深推進以及頂級體育 IP 賦能，深藍汽車正加速從“產品出海”向“技術出海”跨越，把技術優勢轉化為全球主流市場嘅規模化競爭力。

【6 月 13 日】，北京越野榮譽車主集體交付暨 618 團購會在北京越野常德華勝達 4S 店盛大舉行，現場為北京越野車主完成集中交車，共同開啟榮耀之旅。車主們在簽到牆上留下專屬印記，並接過象徵榮耀的鑰匙，臉上洋溢著自信與喜悅。 參加此次集中交付的李女士表示：選擇北京越野，就是選擇了一種生活方式。今天收到這份特別的交付儀式，感受到了品牌的用心。

 車主劉先生現場說到：非常榮幸能成為北京越野車主，更感謝北京越野精心準備的這場交車儀式。BJ30 的產品力和置換政策都很打動我，店裡的服務也非常專業、貼心。從進店到提車，每一個環節都很順暢。期待未來與車友們一起，探索更廣闊的天地。

 作為中國輕越野 SUV 最快達成 15 萬台的車型。BJ30 旅行家依托北京越野六十余年專業沉澱，以超野、超大、超省的硬核實力，讓世界看見中國。為進一步推進越野平權，讓更多家庭享受輕越野生活，BJ30 旅行家全系推出 3 萬元置換政策，超級置換價 6.99 萬元起。

 “超野”是出發的底氣。北京越野打造了行業領先的“三擎四驅六模 HEV 混合動力架構”，並率先應用於 BJ30 旅行家，成為中國方盒子 SUV 品類首款 HEV 混合動力車型。三擎動力是一台 41% 熱效率混合動力專用發動機、前驅動電機和後驅動電機，分別擅長長距離節能、實時補能與瞬時爆發；智能四驅響應速度達 30 毫秒，0.5 秒即可爆發峰值扭矩。六大模式可自動選擇最佳工作方式，動力始終處於最佳狀態。配合能量中鎖、四輪電子限滑及智電 ATS 全地形控制系統，輕鬆應對泥地、沙地等場景。

 “超大”是出行的從容。BJ30 旅行家三排七座佈局，擁有 2820 毫米超長軸距、66% 的超高得房率，以及 1496 升超大后备箱，後排純平放倒秒變 1.92 米大床。B 級方盒子超寬第三排空間，讓 1.8 米成年人乘坐依然寬敞。全車 38 處儲物空間，隨身物品都有專屬位置。全家出行自由，每個人都不妥協。

 “超省”是長久的陪伴。BJ30 旅行家實現了節省開支、節省時間、省心。近期，來自南非、印尼、阿聯酋、波蘭、墨西哥的五國汽車博主，實測國產 SUV 的油耗，BJ30 旅行家在每個國家都跑出百公里不超過 5 升的成績，一箱油續航超 1000 多公里。無需找充電樁，加油即走，每年節省數十小時補能時間。同時，首任車主享整車終身質保，無高壓電池包安全隱患，保養簡便且配件充足，讓每一次出發都無後顧之憂。

 BJ30 旅行家既是一台能帶你奔赴山野的方盒子，還是一台能讓你舒享生活的城市通勤 SUV。輕越野 SUV 千篇一律，BJ30 旅行家萬里挑一！

On June 13, the 2026 Chongqing Auto Show grandly opened. Changan Mazda, with the theme "Always Mazda", showcased classic legendary sports car MX-5, global strategic new energy model MAZDA EZ-6 (hereinafter referred to as EZ-6), MAZDA EZ-60 (hereinafter referred to as EZ-60), as well as EZ-60 Mazda Edition launched in April at the N8 Hall booth, comprehensively demonstrating the latest results of corporate new energy transformation, and synchronously announcing a series of user co-creation activities. At the same time, Changan Mazda launched the 618 Mid-Year Mega Sale. Based on a maximum 20,000 yuan national subsidy and 17,000 yuan factory subsidy, purchasing designated models enjoys a 7,999 yuan exclusive premium set.

Global Vehicle Strength Backing, Setting a New Benchmark for New Energy Value

EZ-6 and EZ-60 have been built to global standards from the beginning of product development. In terms of design, EZ-6 won the "2026 World Car of Design Award", becoming the first Chinese new energy vehicle to receive this honor. EZ-60 is even the only SUV globally to win 8 top world design awards simultaneously. In terms of safety, both models are strictly built according to China-EU dual five-star standards. EZ-6 has won 5 authoritative safety certifications including C-NCAP and E-NCAP. EZ-60 battery safety meets new national standards and EU standards in advance. Changan Mazda also promised all new energy users: "Battery spontaneous combustion compensation for lifetime, unlimited mileage, unlimited owners."

In terms of handling, EZ-60 successfully won the championship in the SUV category of the China New Energy Vehicle Rally Championship Track Competition and the second place in the overall Rally Championship, verifying ultimate handling strength. At the auto show, Changan Mazda owner and champion driver Ji Hao shared his journey driving the stock unmodified pure electric EZ-60 to compete in the China New Energy Vehicle Rally Championship. During the 6-day 910-kilometer devil course, facing competition from most extended-range/plug-in hybrid participating models, relying on EZ-60's ultimate quality stability and "driver-vehicle harmony" tuning, it stood out among 100 participating cars from 27 brands, completing the ultimate verification of EZ-60 stock production car performance.

[Changan Mazda Owner, Champion Driver Ji Hao]

Currently, Changan Mazda has successfully obtained whole vehicle certification for three major markets: EU, UK, and Australia, becoming the first domestic joint-venture new energy vehicle enterprise to win these three certifications simultaneously. Solid global quality has won widespread recognition in the international market. At the end of May, more than 80 overseas dealers from Europe, Australia, and Thailand specially visited the Nanjing factory, giving high praise to the production process and quality control system. Currently, overseas sales and pre-sale trends for EZ-6 and EZ-60 continue to be positive. In the domestic market, EZ-60 has been the sales champion of joint-venture new energy medium-size SUVs for 7 consecutive months.

Wu Xuxi, Executive Vice General Manager of Changan Mazda Auto Sales Branch, stated: "Changan Mazda has become a global new energy whole vehicle design, R&D, manufacturing base and export center for Mazda. We solemnly promise that every Mazda new energy user owns a true global vehicle."

[Changan Mazda Auto Sales Branch Executive Vice General Manager Wu Xuxi]

Adhering to "User+" Mindset, Building a Value Community Between Brand and Users

5 million users in the Chinese market are companions and value co-creators of Changan Mazda's brand development. In 2026, Changan Mazda continues to practice the "User+" mindset, initiating a series of user co-creation activities, building a multi-dimensional, full-lifecycle user ecosystem, letting the commitment of "Always Mazda" not only be reflected in product value details but also integrated into emotional resonance with every user. Users and Mazda fans participating in a series of Changan Mazda activities will have the opportunity to participate in the 2026 Fan Gala.

"Wish Journey" launched at the beginning of the year, with "user making wishes, brand providing support", a two-way rush, let Changan Mazda truly walk into users' lives. Behind every wish is a unique emotional connection between users and Mazda. Cumulative launch of 11 issues of "Owner Story Collection", has become a showcase window for Mazda fan spirit: Here are public welfare experts donating to impoverished primary schools for 7 consecutive years, love leaders organizing car clubs to care for special children for 4 consecutive years, and sweet couples who met through Mazda. These real and vivid stories constitute the most moving background color of Changan Mazda's brand.

"Joy Mazda Creator" and "National Ambassador" plans have built a platform for users to co-create brand value. Since the launch of the activity, a large number of Mazda fans have emerged who record car-owning life with lenses and convey product value with reputation. "Post-00s" EZ-60 owner Sun Jingyi shared her feelings as a "Joy Mazda Creator": "Usually busy with work, but can use my spare time to share driving experiences. I am a newbie, participating for the first time, but whether it is car owners or Changan Mazda staff, they will spare no effort to help me. If you are a Mazda owner, like sharing, love making friends, welcome to join Joy Mazda Creator".

[Champion Driver Ji Hao (Left) / "Joy Mazda Creator" Sun Jingyi (Right) Share Their Car-Ownership Life]

The 2nd Season of "Seedling Plan" officially launched in May is currently gradually entering top universities nationwide, exchanging in-depth with young students about Changan Mazda's practical results in design, driving control, safety, intelligence, and other fields. The simultaneous launch of the EZ-60 National University Modification Design Competition not only provides opportunities for excellent works to become creative realities but also opens summer practice and internship slots to a wide range of young students, further promoting learning application and industry-education integration.

The practice of social responsibility also cannot be separated from users' joint participation. Since 2015, Changan Mazda has cumulatively donated and built 12 Hope Primary Schools in Yunnan, with a total investment of over 10 million yuan, benefiting tens of thousands of teachers and students. In June, Changan Mazda initiated the "Every Kilometer Has Kindness" public welfare action again, turning every user's trip into a public welfare fund, all used to improve the learning and living conditions of Hope Primary Schools, letting love be delivered on the wheels.

618 Mid-Year Mega Sale Incoming, Multiple Benefits to Reward Users

Taking advantage of the Chongqing Auto Show opportunity, Changan Mazda synchronously launched the "Enjoy Summer Vibes, Enjoy 618 Mega Sale" activity. From now until June 30, all series models launch heavy vehicle purchase gifts: up to 17,000 yuan trade-in factory subsidy and 20,000 yuan trade-in national subsidy, purchase designated models get a 7,999 yuan premium set (original factory charging pile + Longmo Solar Film + TPE Floor Mat/Trunk Mat), enjoy 0 down payment 5-year low interest (annual rate 1.99%) and 7,999 yuan lifetime zero fuel cost rights. In addition, all users who test drive new energy vehicles to the store will be gifted Intangible Cultural Heritage Jinling Gold Leaf, consult authorized dealers for details.

"Always Mazda" has never been a slogan. While inheriting the century-old brand gene, Changan Mazda has always put user needs first. In the future, Changan Mazda will continue to build every product well to global standards, connect with every user with sincerity, letting more people feel the driving fun of "driver-vehicle harmony". From June 13 to 21, welcome consumers to visit Changan Mazda booth N8 Hall of Chongqing International Expo Center to feel the charm of global vehicles up close.

For more corporate and product information, query Changan Mazda official website or WeChat official account "Changan Mazda"

Changan Mazda Official Website

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Di bawah sorotan Pameran Kereta Chongqing 2026, Deepal Automotive telah mengeluarkan kartu ace yang cukup untuk mengubah semula peraturan pasaran SUV kategori 150,000. Model Ekstensi Julat Deepal S07 Edisi Laser Huawei Qiankun Kini Telah Dilancarkan Rasmi, Harga promosi terhad 154,900 - 171,900 Yuan, dikemasukan dengan Panduan Pemanduan Pintar Laser Huawei Qiankun ADS 4 Pro Enhanced yang dilengkapkan secara standard pada kesemua model, terus menarik masuk pemanduan pintar aras tinggi yang sebelum ini dipasak teguh pada harga 300,000 ke dalam tempoh bajet pembelian kereta untuk keluarga biasa.

Ini bukan sekadar pelancaran kereta baharu, bukan juga lanjutan perang harga. Apabila seluruh industri berteriak "Kesetaraan Pintar", apabila pasaran kategori 150,000 telah muncul model Lidar, Deepal S07 dengan gabungan "Ekstensi Julat + Kesemua Model Dilengkapkan Panduan Pemanduan Pintar Laser", benar-benar menembusi lapisan terakhir tingkap antara teknologi aras tinggi dan pasaran utama. Kedatangannya, menandakan persaingan Kereta Baru Energik China, secara rasmi bergerak dari "Persaingan Dalaman Harga" ke fasa baharu "Kesetaraan Nilai".

Pusingan Akhir Kesetaraan Panduan: Kategori 150,000 Berubah daripada "Pilihan" kepada "Piawai"

Baru setahun lalu, Lidar + Panduan Pintar Aras Tinggi Bandar adalah label eksklusif model di atas 250,000. SUV kegunaan keluarga kategori 150,000 jika dapat L2 asas, sudah dianggap "konfigurasi berhemah". Pengguna yang mahukan navigasi skenario bandar lengkap, persepsi tambahan Lidar, sama ada perlu menggigit gigi menambah bajet naik model tinggi, atau hanya boleh terima panduan pintar "versi terpotong", "Kesetaraan Pintar" lebih seperti slogan pemasaran yang berbunga-bunga di udara.

Arah angin pasaran 2026 telah berubah sepenuhnya. Dari Huawei mengumumkan sistem ADS diturunkan ke kategori 150,000, kepada BYD, Xpeng masing-masing menurunkan panduan pintar aras tinggi ke model permulaan, gelombang kesetaraan panduan pintar seluruh industri sedang menghampiri dengan laju. Leapmotor, Qiyuan, Trumpchi masing-masing telah melaraskan model Lidar pada kategori 150,000, tetapi kebanyakannya terhad pada versi tinggi, atau hanya model elektrik tulen yang dilengkapkan, versi Ekstensi Julat tetap tiada hubungan dengan panduan pintar laser semua fungsi.

Keperobotan Deepal S07 terletak pada ini: Ia adalah SUV pertengahan kategori 150,000 pertama yang mencapai kesemua versi "Elektrik Tulen + Ekstensi Julat" dengan piawai panduan pintar laser. Sistem persepsi gabungan terdiri daripada 27 pengesan, meliputi skenario semua perjalanan kerja navigasi bulatan lalu lintas kompleks, belok kiri tanpa perlindungan, pertemuan kenderaan di lorong sempit, tiada "versi lemah", tiada "pakej pilihan", masuk peringkat dilengkapi sepenuhnya. Ini bermaksud, pengguna kereta keluarga kategori 150,000 untuk pertama kali tidak perlu membuat pilihan antara "jimat minyak dan julat" dan "pintar aras tinggi" - Julat tanpa kebimbangan Ekstensi Julat + Panduan Pintar Laser skenario semua, sekali jalan lengkap.

Dari "Versi Tinggi Pilihan" ke "Kesemua Model Piawai", nampaknya hanyalah perbezaan strategi konfigurasi, sebenarnya adalah perubahan asas logik industri: Apabila pemanduan pintar berubah dari "poin jualan premium" menjadi "piawai peringkat masuk", garis gred pintar pasaran kategori 150,000 telah dinaikkan sepenuhnya. Seterusnya, model tanpa panduan pintar semua fungsi, akan secara beransur-ansur kehilangan daya saing dalam pasaran pengguna utama.

Persaingan Dalaman Masuk Air Dalam: Setelah parama, kemudian pengalaman

Jika hanya panduan pintar diturunkan, Deepal S07 mungkin hanya "produk jualan cemerlang yang tidak seimbang". Tetapi kekuatan sebenar kereta ini, ialah ia membawa persaingan SUV kegunaan keluarga kategori 150,000, dari parama atas kertas ke air dalam pengalaman sebenar.

Dalam jangka masa panjang, persaingan SUV kegunaan keluarga berhenti pada fasa "menimbun konfigurasi": Membanding saiz skrin, membanding angka julat, membanding fungsi dudukan, pengguna melihat pening, tetapi kualiti sebenar bila dikemudikan sama sahaja. Apabila peti sejuk, TV dan sofa besar menjadi piawai industri, penghomogenan produk semakin serius, tumpuan keputusan pengguna juga mula berpindah: Berbanding gimmick yang pelik, mereka lebih mementingkan penggunaan minyak cukup rendah, chassis cukup stabil, perjalanan jauh cukup tiada gangguan.

Deepal S07 secara tepat menekan perubahan keperluan ini. Dilengkapi sistem Ekstensi Julat Super 2.0, penggunaan minyak pada cas rendah per 100km serendah 3.8 L, Julat elektrik tulen CLTC 300 km, Julat gabungan hingga 1,385 km, skrin semua perjalanan kerja elektrik tulen meliputi, perjalanan jauh tiada kebimbangan jarak; Lebih jarang, kereta baharu kesemua model piawai FSD+HRS suspensi adaptif berubah, ini pada masa lalu adalah konfigurasi hanya model di atas 200,000, terus menurunkan kualiti kukuh "tidak goyang semasa membalas, tidak condong semasa membelok" ke kategori 150,000.

Ini adalah arah persaingan SUV kegunaan keluarga seterusnya: Dari "Persaingan Dalaman Parama" beralih ke "Kesetaraan Pengalaman". Pengguna mukan bukan angka julat lebih panjang, tetapi penjimatan minyak dan tiada gangguan dalam skenario sebenar; bukan parama chassis lebih keras, tetapi keselesaan dan kepastian di semua keadaan jalan. Deepal membungkus kualiti chassis model tinggi, teknologi Ekstensi Julat ke dalam harga kategori 150,000, pada dasarnya sedang mentakrif semula piawai nilai SUV kegunaan keluarga - Hujung nisbah harga, sentiasa nisbah kualiti.

Dalam Negara ke Global: Naratif Suku Kedua Pengeluar Kereta China

Dalam Pameran Kereta Chongqing, dewan tema Pasukan Kebangsaan Portugal mendapat cukup mata. Menambat IP Sukan Atas Piala Dunia 2026, hanyalah satu catatan dalam pelan globalisasi Deepal. Ramai tidak menyedari, apabila pasaran dalam negara terjebak dalam persaingan stok sedia ada, Deepal telah memperluaskan medan ke seluruh dunia.

Bawah Deepal S05 telah masuk ke lebih 70 negara dan wilayah, jualan terkumpul mengatasi 220,000 unit, meraih Hadiah Reka Bentuk iF Jerman, Hadiah Kereta Tahunan Thailand dan banyak kehormatan antarabangsa, bulan Mei tahun ini lebih menduduki puncak senarai jualan SUV kompak elektrik tulen, meraih tiga gelaran berturut-turut. Dari 100,000 kategori permulaan elektrik tulen ke 300,000 kategori model utama enam kerusi, 6 model merangkumi skenario semua perjalanan, matriks produk global Deepal telah terbentuk.

Lebih menjadi perhatian, pelan luar negara Deepal telah keluar dari fasa awal "harga rendah untuk kuantiti". Penggerak Super Original Force yang dibangunkan sendiri, 45 bulan mencapai seribu unit terkeluar, kecekapan keadaan sistem 94.13% kekal di tempat pertama global; Bateri Golden Bell Shield meraih Hadiah Kemajuan Sains dan Teknologi Kebangsaan Kelas Dua, 600,000 km penurunan tiada kesan. Teknologi inti yang dibangunkan sendiri inilah, yang menjadi modal Deepal berperang dalam pasaran global. Sebagai pasukan pendahulu Pelan Hai Na Bai Chuan Changan, laluan Deepal, adalah paradigma baharu globalisasi pengeluar Kereta Baru Energik China: Dari eksport produk ke eksport teknologi, dari persaingan nisbah harga ke persaingan kekuatan jenama.

Akhir Kata: Hakikat Kesetaraan, ialah kemenangan pemersiaan Skala Teknologi

Ramai mengatakan Deepal S07 adalah "Pembunuh Harga", tetapi berbanding dia sedang berlawan perang harga, lebih tepat dia sedang menebus nilai kesetaraan teknologi. Penurunan teknologi tinggi从来 bukan bergantung pada pengeluar kereta membiayai kerugian untuk beri faedah, tetapi bergantung pada kematangan teknologi dan kesan skala mencairkan kos. Pengeluaran berjuta unit Penggerak Elektrik Original, aplikasi skala Skema Huawei Qiankun, keupayaan pengintegrasian rantaian bekalan sistem Changan, sama-sama menyokong kemungkinan piawai panduan pintar laser kategori 150,000.

Suku pertama Kereta Baru Energik China, bersaing kelajuan, berskala, bersaing julat; suku kedua, bersaing kesetaraan pintar, bersaing pengendapan teknologi, bersaing corak global. Pelancaran Deepal S07, ialah peristiwa penanda mula suku kedua dibuka: Pemimpin industri yang sebenar,从来 bukan membuat teknologi mahal, tetapi membuat teknologi luas; bukan menikmati diri sendiri dalam pasaran tinggi, tetapi membiarkan pengguna utama dapat menikmati dividen teknologi.

Apabila panduan pintar laser menjadi piawai kategori 150,000, apabila pengeluar kereta China dalam pasaran global bergantung pada teknologi berdiri tegak, kita lihat bukan hanya ledakan kereta baharu, tetapi modal industri automotif China ke atas. Manakala reka bentuk semula industri yang dicetuskan oleh "Kesetaraan" ini, penderma akhirnya, sentiasa setiap pengguna biasa.

BYD merupakan singkatan bahasa Inggeris yang asalnya bermaksud "Bina Impian Anda", melambangkan membina impian pengangkutan, dan dalam pasaran modal, ia juga telah memperoleh perhatian ramai pelabur berikutan potensi pembangunan yang kuat. Selepas melunaskan listing saham A pada tahun 2011, harga saham BYD mengalami pelbagai pasang surut, pada tahun 2022 ia pernah mencecah tinggi antara 350 hingga 360 Yuan, nilai pasaran syarikat juga berjaya mengatasi ambang satu trilion. Kesan daripada perang harga berterusan dalam pasaran automotif negara dan kejatuhan permintaan pasaran pada suku pertama tahun ini, harga saham A BYD kini berfluktuasi di sekitar 90 Yuan, nilai pasaran kekalkan pada julat 831.4 bilion hingga 850 bilion Yuan. Kini BYD menetap kukuh di antara tiga teratas nilai pasaran syarikat automotif dunia, berdiri sama rata dengan Tesla dan Toyota, namun jika dibandingkan dengan nilai pasaran Tesla melebihi 1.5 trilion Dolar, kedua-dua pihak masih mempunyai jurang yang agak besar. Pada 9 Jun, BYD mengadakan Mesyuarat Agung Tahunan 2025, menghadapi keraguan pemegang saham, pengerusi Wang Chuanfu menyatakan prestasi syarikat akan terus menjadi baik, syarikat akan berterusan memfokuskan pembangunan digerakkan oleh inovasi teknologi, bergerak maju dengan stabil berikutan perancangan jangka panjang, dengan usaha penuh untuk mewujudkan pulangan lebih besar kepada pemegang saham.

Di hadapan Mesyuarat Agung, ramai pelabur amat prihatin dengan sempadan nilai pasaran BYD, bertanyakan secara seragam adakah syarikat boleh menyerang nilai pasaran 10 trilion, mempersempit jurang dengan Tesla. Terhadap hal ini, Wang Chuanfu sentiasa menganggap teknologi sebagai asas teras yang membolehkan syarikat bergerak ke hadapan. Beliau menyatakan, teknologi yang kukuh adalah asas perkembangan jangka panjang syarikat, BYD mempunyai pasukan jurutera yang besar dan bertaraf dunia, syarikat mempertahankan laluan pembangunan prinsip jangka panjang, mengikut akumulasi teknologi yang konkrit untuk berkembang dengan stabil. Berbeda dengan syarikat yang bergantung pada cerita modal untuk menaikkan nilai pasaran, BYD mendalami hakikat pembuatan, susunan teknologi yang stabil juga membolehkan pembangunan nilai pasaran syarikat lebih berdaya tahan. Meng回顾 perjalanan perkembangan tidak sukar untuk ditemui, Bateri Pisau, Hibrid DM-i, Yi Si Fang, Arsitektur Voltan Tinggi 1000V Sepenuh Kereta dan satu siri teknologi teras, setiap kali pelaksanaan mendorong penjualan BYD dan nilai pasaran naik serentak.

Sejak tahun ini, BYD berterusan berusaha dalam bidang teknologi, secara bergilir-gilir melancarkan Bateri Pisau Generasi Kedua, Teknologi Cas Pantas, serta Cip Pengaturcara Kecerdasan Artifisial Xuanji A3 4 Nanometer pertama dalam industri, berterusan mengukuhkan hambatan teknologi. Dalam bidang pemanduan pintar, hasil BYD juga sama cemerlang, kini jumlah kenderaan yang dilengkapi fungsi bantuan pemanduan dalam jenama ini telah melebihi 3.15 juta unit, data perjalanan pemanduan pintar yang dihasilkan setiap hari melebihi 200 juta kilometer, saiz pasukan pembangunan teknologi pemanduan pintar melebihi 5,000 orang. Bergantung kepada kluster keupayaan pengiraan yang terdiri daripada tiga cip Xuanji A3, keupayaan pengiraan keseluruhan kenderaan boleh mencapai 2,100 trilion pengiraan setiap saat, cukup untuk menyokong operasi pemanduan automatik tahap tinggi L3, L4. Wang Chuanfu menyangka, dengan bantuan teknologi Kecerdasan Buatan, kelajuan pelaksanaan pemanduan automatik tahap tinggi akan lebih cepat daripada jangkaan, BYD telah menyimpan teknologi dalam keseluruhan rantaian, apabila peraturan berkaitan keluar secara rasmi, akan mengeluarkan kenderaan baharu yang mematuhi peraturan pada masa pertama, dan meneruskan pemenuhan global secara serentak. Dalam laluan penjelmaan jenama ke tahap tinggi, BYD juga berterusan menggunakan teknologi dan produk sebagai hujah, meninggalkan pemasaran yang hiasan, mengikut kekuatan keras untuk mendapat pengiktirafan pengguna tahap tinggi, sementara peningkatan jualan model baharu akan secara beransur-ansur menyelesaikan masalah margin kasar dan keuntungan per kenderaan syarikat.

Menghadapi situasi pertumbuhan pasara tempatan yang lemah, BYD memilih untuk mendalami ke dalam, mengembang ke luar, pasaran luar negara telah menjadi pusat pertumbuhan baharu. Mei tahun ini, BYD menamatkan态势 penurunan penjualan, penjualan keseluruhan melebihi 380,000 unit, di mana penjualan luar negara melebihi 160,000 unit, peningkatan tahun ke tahun 80%, harga tinggi pasaran luar negara telah berjaya mengurangkan tekanan keuntungan yang dibawa oleh perang harga dalam negara. Kini布局 pengeluaran globalisasi BYD telah terbentang sepenuhnya, kilang Thailand, Indonesia mengakar di Asia Tenggara, basis Brazil mendalami pasaran Amerika Latin, kilang Hungary jatuh di Eropah, basis Mexico juga sedang bersedia dengan pesat, peta globalisasi semakin sempurna. Dari segi sokongan pengecasan, BYD merancang untuk membina 20,000 unit pengecas Pantas di negara ini pada tahun ini, serentak melancarkan pembinaan rangkaian pengecas Eropah, membuka jalan untuk penyebaran Teknologi Cas Pantas, Denza Z9GT yang dilancarkan di Eropah dengan Bateri Pisau Generasi Kedua dan Teknologi Cas Pantas, juga secara lebih lanjut mengasaskan reputasi jenama tahap tinggi.

Dahulu BYD pernah menetapkan sasaran penjualan luar negara 1.5 juta unit pada tahun 2026, menggabungkan dengan prestasi pasaran semasa, Wang Chuanfu beranggapan sasaran ini berpotensi untuk disiapkan melebihi had. Memandang masa depan tiga hingga lima tahun, BYD dijangka akan mengekalkan pertumbuhan stabil, bergantung kepada teknologi teras yang beriterasi dan ditingkatkan, mewujudkan dorongan dua roda pasaran dalam dan luar negara. Mengikut perancangan, pada tahun 2030, BYD berpotensi menjadi syarikat automotif saiz terbesar di dunia. Berpegang pada asas teknologi, berusaha ke pasaran global, syarikat automotif China ini sedang melangkah langkah demi langkah ke arah sasaran "menjadi syarikat terbaik di dunia" secara berterusan.

June 9, at BYD Shenzhen HQ Hexagon Building, a group of guests arrived — BYD shareholders.

On this day, BYD held the 2025 Shareholder Meeting.BYD Chairman and President Wang Chuanfu faced shareholders' sharp questions directly, and also provided a series of positive news:

• Generation 2 Blade and Flash Charging battery capacity is ramping up, this year's car sales depend on battery production;
• This year's overseas sales are expected to exceed the original target of 1.6 million vehicles;
• Future L3, L4 will definitely land earlier, once regulations land, BYD will launch L3 products, "BYD will take off quickly";
• By 2030, in terms of scale, BYD will be able to achieve true global No. 1…

What are the details and reasons for these "positive" news? Let's take a look together.

01

This Year's Sales

At the start of 2026, BYD's momentum was not good.

According to the June 1 sales bulletin, cumulative sales for the first 5 months were 1.405 million vehicles, a year-on-year decrease of 20.3%.

However,BYD sold 383,500 vehicles in May, a slight year-on-year increase of 0.26%, and a month-on-month surge of nearly 20%. Especially the year-on-year increase turned positive for the first time in 10 months, meaning BYD has turned around.

Wang Chuanfu pointed out that the purchase tax for new energy vehicles was halved this year, causing many consumers to purchase early last year. Therefore, consumption of new energy vehicles dropped sharply in January and February. Since BYD only makes new energy vehicles, it was greatly affected. However, after efforts in March and April, and coinciding with fuel price increases, sales recovered.

Additionally, BYD released the second-generation Blade Battery and Flash Charging technology. Public and consumer reactions were enthusiastic, but sales did not reflect much. Why is this?

Wang Chuanfu stated that the Generation 2 Blade Battery and Flash Charging technology solved a major pain point in electrification and received high praise from domestic and international sources. However, he admitted that current capacity is not enough,capacity is ramping up with a monthly increase of 20,000 to 30,000.

He revealed,this year the company's sales will depend on battery production. "With the improvement of our battery capacity, I believe this year will have good output. Greater output will come next year. Once our capacity ramps up well next year, I believe both domestic and international markets will exert force simultaneously."

BYD's Generation 2 Blade and Flash Charging battery technology coincides with a new stage of new energy vehicle consumption — the proportion of extended-range and plug-in hybrids continues to decrease,the proportion of pure electric is increasing more and more, reaching a two-thirds proportion by the end of April this year.

And consumers at this time, no longer worry about range, but still have doubts about recharging convenience, winter range, and recharging. Therefore,BYD's Generation 2 Blade Battery and Flash Charging technology, as well as "Flash Charging China" flash charging station construction, come at the right time.

Data Source: Terminal Insurance Data

Especially, although BYD led the plug-in trend, in the pure electric market, its own proportion is different from the whole industry.Whether in 2025 or the first 5 months of 2026, plug-in hybrids account for more than half in BYD passenger cars.

However, accompanied by Generation 2 Blade Battery and Flash Charging technology, BYD's pure electric will increase promotion efforts. BYD sources revealed,now in accepted orders, the proportion of pure electric has reached 60-70%, this is precisely the result of support from Generation 2 Blade and Flash Charging technology.

02

Intelligent Driving Outlook

Besides Generation 2 Blade Battery and Flash Charging technology, BYD's Intelligent Strategy Launch Event on May 28 also triggered industry attention.

In the Q&A session, many shareholders were also concerned about intelligent driving issues.

Regarding the current L2+ intelligent driving assistance system, Wang Chuanfu adhered to the attitude of co-developing and innovating with partners, and also emphasized his own advantages.

"Whole vehicle intelligence is embodied intelligence. BYD was the first to propose Mass Intelligent Driving, hoping that AI technology results can be quickly implemented on cars. BYD now has 3.15 million intelligent driving vehicles implemented globally, with 200 million kilometers of driving data every day, providing a good foundation for BYD's future implementation of higher-level intelligent driving."

Wang Chuanfu expressed optimism on autonomous driving. "According to the current development of AI technology, everyone can see,future L3, L4 will definitely be implemented earlier."

Wang Chuanfu mentioned that BYD has made full preparations from chips, algorithms, data, ecosystem, and other aspects,once regulations land, BYD will launch new products compliant with L3 relevant requirements, and move from China to the global market,including training centers in Europe, South America, Southeast Asia, Middle East, etc., are all ready. He said, "Once regulations land, BYD will take off quickly."

03

Overseas and Total

This year although BYD car sales declined, there were obvious highlights — exports.

First 5 months, BYD overseas sales were 614,000 vehicles, up 64.7% year-on-year.

Wang Chuanfu stated that in the overseas market, Chinese new energy vehicles have strong competitiveness. Whether from price, enterprise, technology, and other aspects, they have surpassed local peers, thus achieving good growth."Originally at the beginning of the year we set 1.6 million (overseas sales target). I think it will exceed."

However, Wang Chuanfu emphasized stable growth in exports, proposing localized production and service strategies, such as factories in Brazil, Hungary, Thailand, driving local supply chains, pulling employment, tax revenue, and reflecting social responsibility. "We hope to maintain stable, continuous development."

Based on expectations for domestic and international markets, Wang Chuanfu stated that BYD will maintain continuous growth for the next three to five years.Expectations are BYD will "achieve great growth by 2030", "Five years later, BYD will be able to achieve true global No. 1 in scale."

At the Shareholder Meeting, there was an interlude. A shareholder who participated in 2025 attended again, complaining that the stock price was undervalued and investment was stuck. Wang Chuanfu responded, "Our potential is recognized by everyone, but our stock price hasn't reflected it yet. On behalf of management, I understand and thank everyone for their support."

Wang Chuanfu said, hoping shareholders remain patient,"Shareholder better returns will definitely be achieved."

June 5, Beijing Off-road completed the domestic live streaming test of the BJ30 Traveler 'Five Countries · Breaking 5' Fuel Saving Challenge by Yanqi Lake.

This three-plus-hour real-world evaluation, switching between test scenarios such as urban congestion, highway cruising, and village road gravel, ultimately delivered a fuel consumption report of less than 5L per 100km.

It is worth noting that this domestic live stream was not an isolated marketing event. Prior to this, Beijing Off-road had completed cross-border long-distance road tests in collaboration with local automotive bloggers from five countries: South Africa, Poland, Indonesia, the UAE, and Mexico.

From tropical grasslands to Middle Eastern deserts, from European intercities to Southeast Asian rainy seasons, the field test data under different climate zones and road conditions formed the technical foundation of this fuel-saving challenge. As a boxy HEV hybrid SUV priced at the 70,000 yuan level, the BJ30 Traveler attempts to find a differentiated development direction in the domestic compact SUV market using three product labels: 'Super Economical', 'Super Spacious', and 'Super Off-road'.

How Cross-Border Field Tests Validate a Vehicle's Authenticity

Cross-border field testing is the most distinguishing segment of this fuel-saving challenge. The five-country road test was not simply 'checking in overseas', but targeted coverage of five typical driving environments: South Africa tested chassis durability with unpaved roads and high temperatures; Poland's intercity highways and slippery roads tested winter operating conditions; Indonesia's high temperature and humidity environment verified the thermal management of the hybrid system; UAE desert road conditions challenged vehicle passability; Mexico combined urban and mountain roads, simulating alternating scenarios of daily commuting and weekend outings.

The logic behind this test design is that fuel quality, temperature ranges, and road conditions vary greatly in different regions, revealing potential issues in vehicle use more comprehensively. For example, summer temperatures in the Middle East often exceed 45°C, forming a severe test for battery heat dissipation and engine cooling systems; the high humidity environment of Southeast Asia imposes higher requirements on the sealing of electronic components. The data accumulation from the five-country field test provided indirect reliability endorsement for the domestic market.

The domestic live streaming segment continued this approach. The test route departed from the BAIC Blue Valley base, passed through the Capital Airport Expressway section, and finally entered the village roads and gravel surfaces around Yanqi Lake, covering five typical scenarios: urban congestion, highway cruising, rural national roads, unpaved mountain roads, and light off-roading. The live stream also set up 'Sealed Box Refueling' and 'Truth Moment' segments to present fuel consumption data in an open and transparent manner.

From the perspective of testing methods, this dual-loop system of 'overseas reliability verification and domestic fuel consumption field test' is more persuasive than single laboratory condition testing. Beijing Off-road stated that both the five overseas countries and the domestic live stream followed the GLTC Global Life Test Cycle and OLTC Off-road Life Test Cycle dual standards, attempting to strike a balance between standardization and real-world scenarios.

Tri-Motor HEV: The Fuel-Efficiency Equation with Motor-Priority Drive

The BJ30 Traveler's hybrid system adopts the 'Tri-Motor Six-Mode + Electric 4WD' architecture, making it the first boxy-shaped HEV hybrid model domestically. Unlike PHEV plug-in hybrids, HEVs do not require external charging, eliminating reliance on charging piles, resulting in a smaller battery pack volume and lighter weight, with no risk of battery damage due to chassis impact in off-road scenarios.

'Tri-Motor' refers to the combination of the engine and front and rear dual motors. In daily driving, the system prioritizes motor drive for the vehicle, with the engine intervening when high power output or highway cruising is needed. The core advantage of this strategy lies in avoiding the two most fuel-intensive conditions of fuel vehicles: low-speed crawling and idling. Under urban congestion, the motor can drive the vehicle independently, and the engine starts only when necessary; when waiting for red lights or short-term parking, the engine completely shuts off, with the battery powering the vehicle electronics.

Official data shows that the BJ30 Traveler's 2WD version has a combined fuel consumption of 5.85L/100km, and the 4WD version is 6.45L/100km. In this domestic field test, under a multi-road condition combination of urban congestion + highway cruising + village road gravel, the fuel consumption per 100km broke the 5L barrier. Considering the boxy shape itself has a higher drag coefficient, this data has a significant advantage among fuel SUVs in the same class.

Compared to competitors, the positioning of the BJ30 Traveler also presents a differentiated strategy. Compared to fuel boxy vehicles at the same price point, the hybrid system brings lower fuel consumption and stronger low-speed torque; compared to PHEV plug-in models, the HEV structure is simpler, saving the charging link, the overall vehicle weight is lighter, and off-road performance is not compromised in a low battery state. For users without a fixed charging pile who hope to reduce vehicle usage costs, the 'charge-free hybrid' solution is actually more fitting for real-world usage conditions.

Regarding off-road performance, the BJ30 Traveler is equipped with 215mm ground clearance, ATS multi-mode all-terrain control system, and electric 4WD system. Millisecond-level 4WD response speed can distribute power to four wheels in real-time under gravel road and light uphill scenarios. From the performance of this field test, passing on narrow village roads and bumpy unpaved roads was relatively calm, fitting the product positioning of 'light off-roading', not hardcore climbing, but coping with scenarios like weekend camping and rural crossing.

The Market Moat Behind the 72% Retained Value Rate

The ultimate standard for product power is judged at the market end. Data provided by Beijing Off-road shows that the BJ30 Traveler has ranked first in sales in the light hybrid boxy subsegment for two consecutive years, won the sales championship for independent light hybrid SUVs for 23 consecutive months, the three-year retained value rate reached 72%, ranking first on the same price list.

Continuous sales leadership is more referenceable than single-month sales. It means that after the initial market tasting phase, the product can still maintain stable user recognition, and the word-of-mouth effect begins to appear. The retained value rate data explains from another angle that BJ30 Traveler's quality stability, brand after-sales service, and parts supply capabilities are all far ahead in the subsegment.

From the user profile perspective, the typical usage scenario of the BJ30 Traveler is 'Weekday Urban Commuting + Weekend Suburban Self-driving'. Multiple car owners shared their driving experience at the live streaming site: daily commuting fuel consumption basically matches the official specification; the rear seat space and trunk loading capacity brought by the 2820mm wheelbase are the two points most satisfied by family users. The 1.92-meter 'large bed' space formed after folding down the rear seats is a practical bonus for camping enthusiasts.

The pricing strategy at the 70,000 yuan level is the key factor for the BJ30 Traveler to open up the market. In this price band, it is not common to have options providing hybrid system, boxy shape, 4WD capability, and large space simultaneously. Beijing Off-road obviously hopes to tear a hole in the fiercely competitive compact SUV market with the idea of 'feature leap'.

On June 12, the BJ30 Traveler Highlight Edition will officially launch. According to Beijing Off-road, the new version has upgrades in configuration, power, and interior, and will launch exclusive color schemes. The market performance of the current product has already paved the way for the Highlight Edition launch. Against the backdrop of increasingly diverse hybrid technology routes and continuous segmentation of user needs, the BJ30 Traveler used a combination punch of 'Global Field Test + Domestic Live Stream' to demonstrate the product height that a 70,000 yuan level SUV can reach.

Of course, fuel consumption data is just one of the reference dimensions for car selection. For consumers, the coverage density of the after-sales service network, the reliability performance in long-term use, and whether the Highlight Edition can continue the price sincerity of the current model are all topics worth following up.

May 2026, data from the China Association of Automobile Manufacturers refocused the industry's attention overseas. From January to May, cumulative exports of Chinese automobiles exceeded 4.25 million vehicles, a year-on-year increase of over 50%. Annual exports are expected to break through the 10 million mark.

Last year, Chinese automobiles with a total export volume of 7.098 million units (data from CAAM) suppressed Japan for the third consecutive year, reclaiming the global first place, surpassing Japan's historical export record of 6.85 million units set in 1985.

Previously, logos of Toyota, Honda, and Nissan were found everywhere in streets and alleys across Southeast Asia. Suzuki dominated the South Asian market, while Mazda was highly sought after in Europe. Japanese cars relied on a reputation for reliability, fuel efficiency, and value retention to weave a global sales network over the course of four decades.

Now, this network is being torn apart by Chinese carmakers one opening at a time.

BYD, Geely, Chery, three Chinese carmakers with annual sales exceeding 1 million vehicles, are launching a "group charge" in overseas markets. Why these three? Because their internationalization paths are quite representative in different fields: one attacks Europe with strong vertical integration of new energy technology, one weaves a brand matrix through global M&A, and one ground out export volume first through the hard work of building channels overseas for twenty years.

This is no longer a question of "whether China can export", but "among the fleet of Chinese carmakers going overseas, who is the most capable"?

But at the same time, the volume of exports is just one side of a mirror. The final victory in the battlefield lies in: among these three export "giants" BYD, Geely, and Chery, who can be the first to complete the qualitative change from "trade export" to "industrial export" and become a new generation of global car giants? The answer to this question will determine the final move of the Chinese automotive industry in the world map.

# Overseas Markets, Chinese Cars Successively Take Positions #

From importing complete vehicles in the early 21st century to establishing joint ventures in the 2010s, Chinese automobiles went through a long and helpless period of "trading market access for technology". For 30 years, domestic carmakers were technology importers, and reverse exports were basically zero.

But in recent years, this trend is reversing. In 2025, Chinese automobile exports reached 7.098 million vehicles, a year-on-year increase of 21.1%. Among them, new energy vehicle exports reached 2.615 million vehicles, doubling year-on-year, accounting for about 36.8% of the total export volume; traditional fuel vehicles were 4.483 million vehicles, a decrease of 2% year-on-year. Under the CAAM statistical caliber, in 2025, the share of complete vehicle exports in wholesale exceeded 20% for the first time.

Entering 2026, the export growth rate accelerated further. From January to May 2026, cumulative passenger vehicle exports reached 2.649 million vehicles, a year-on-year increase of 61.7%. Among them, new energy passenger vehicle exports were 1.732 million vehicles, a year-on-year increase of 117.3%. The proportion in passenger vehicle exports jumped from about 37% in 2025 to over 65%.

In May alone, new energy passenger vehicle exports reached 424,000 vehicles, a year-on-year increase of 112.6%, accounting for 54.1% of passenger vehicle exports. For every 10 vehicles exported, more than 5 are electric vehicles. At the same time, the average price per exported vehicle has risen from about 100,000 yuan five years ago to the 300,000 yuan level. Export products are accelerating towards mid-to-high ends.

Except for the growth in volume, Chinese car exports have moved from "single dependence" to "blooming in multiple points".

In 2025, the top ten destinations for Chinese passenger vehicle exports were: Russia (555,400 vehicles, -46.1% YoY), UAE (539,700 vehicles, +74.3%), Mexico (490,800 vehicles, +44.2%), UK (320,800 vehicles, +70.3%), Brazil (299,900 vehicles, +34.6%), Belgium (289,500 vehicles, +4.5%), Saudi Arabia (250,500 vehicles, +11.2%), Australia (246,200 vehicles, +59.3%), Kazakhstan (187,000 vehicles, +74.3%), Iran (164,100 vehicles, -31.6%).

Except for exports to the CIS region dominated by Russia, which declined due to policy and inventory impacts, other regions showed a growth trend: exports to Europe reached 1.51 million vehicles, a 32% increase year-on-year; exports to the Middle East and West Asia reached 1.27 million vehicles, a 48% increase year-on-year; exports to South and Central America reached 1.01 million vehicles, a 49% increase year-on-year; exports to Southeast Asia reached 1.98 million vehicles, a 57% surge year-on-year; exports to Africa reached 800,000 vehicles, a 119% increase year-on-year.

Europe, as a critical breakthrough market, saw Chinese exports to the EU exceed 1 million vehicles for the first time in 2025, reaching 1.0062 million vehicles, a year-on-year increase of 30.7%, with an export value of 13.72 billion euros.

Currently, China is the number one source of automobile imports in the EU region, and also the fifth largest supply source for the European automotive market. In statistics with a broader caliber, it is shown that in 2025, Chinese brand automobiles sales in the European market reached 811,000 vehicles, a year-on-year increase of 99%, with market share rising to above 7%.

The Middle East, currently arguably one of the important markets for Chinese carmakers to earn high profits. In 2025, Chinese exports to the Middle East region reached 1.4 million vehicles, among which 570,000 in UAE and 300,000 in Saudi Arabia combined contributed over 60% share. The market share of Chinese carmakers in this market has approached 30%. Benefiting from the high unit price market characteristics, the profit margin of Chinese carmakers in this market is significantly higher than in other countries and regions.

The Mexico market in the Latin America region, surpassed Russia last year to become China's largest export country. In 2025, Mexico's cumulative exports reached 625,200 vehicles. Mexico has always been regarded as an important stepping stone for Chinese cars to enter the Americas market, and now has an increasingly higher proportion.

As for Southeast Asia, Japanese carmakers have previously established market barriers belonging to them, but now the entry of Chinese cars is eroding the inherent market share of Japanese cars. Data shows that the market share of Japanese brands in Thailand has dropped from 90% to 70%. The main reason for this data change is the entry of Chinese cars; furthermore, the share of Japanese brands in Indonesia fell below 81%, while Chinese brands reached 14%. Currently, the number of Chinese automobile exports accounts for about 27% of the sales in the Southeast Asian market.

Currently, the overseas expansion of Chinese carmakers is basically concentrated in the top few, such as Chery, SAIC, BYD, Geely, etc. Among them, as representative of private enterprises, BYD, Chery, and Geely actually have different overseas strategies, and also represent three paths of Chinese cars going overseas at present.

# Rivalry of the Three Powers, Who Will Be the Future Overseas Leader? #

Chery is currently the leader in Chinese car exports and also the carmaker with the largest export volume.

In Q1 2026, Chery exported 393,000 vehicles, a year-on-year increase of 54%, with an export proportion as high as 67%. Such a number means that in Chery's sales structure, overseas sales have exceeded domestic sales, and its average price per vehicle at the export end reached 121,600 yuan, about 14,700 yuan higher than domestic. The performance of the overseas market is directly linked to Chery's profitability.

According to different market regions, Chery's advantage in the European market is quite prominent. From January to April 2026, Chery's export volume in Europe reached 147,000 vehicles, firmly occupying the first tier of Chinese brands. The European market grew year-on-year by over 200% for the full year and has entered 16 countries including the UK and Italy.

In the Middle East market, Chery still took the export top spot with 56,000 vehicles in the first quarter. As for the Southeast Asian market, Chery exported 24,000 vehicles from January to April 2026, a year-on-year increase of 18.2%. Chery's export path is mainly "fuel + hybrid" side-by-side. Among the current exported models, the Tiggo series is very competitive in the Russian and Latin American markets, while OMODA and JAECOO are accelerating penetration into the European market.

BYD ranked second to Chery in export volume in May this year, with a strong potential to surpass. First, look at the data. BYD's overseas sales reached about 1.1 million vehicles in 2025. This year's first quarter exports were about 320,000 vehicles, with an export proportion exceeding 46%. On this basis, BYD has increased its 2026 export target to 1.5 million vehicles, which is the most aggressive target among the three.

BYD's overseas exports not only grew in scale but also optimized in structure. Currently, Brazil is its largest overseas market. From January to April, export volume reached as high as 148,000 vehicles, among which pure electric and plug-in hybrid accounted for almost half each. The European market exported nearly 100,000 vehicles from January to April, a year-on-year increase of 29.7%; the Middle East market exported 26,000 vehicles from January to February; in terms of Southeast Asia, BYD exported 32,000 vehicles from January to April, a year-on-year decrease of 25%.

As for Geely, it is exchanging quality for quantity. If looking at shipment volume alone, Geely cannot compare with Chery and BYD. In May 2026, Geely exported 85,100 vehicles, a year-on-year increase of 183.7%; cumulative exports from January to May reached 371,400 vehicles, a year-on-year increase of 157.7%. Its export plan for this year is 750,000 vehicles.

But it is worth noting that Geely's average price per overseas vehicle has approached 180,000 yuan, and the export gross profit margin is 9 percentage points higher than domestic. The average price per vehicle in the first quarter reached 118,100 yuan, a year-on-year increase of nearly 15,000 yuan, with growth leading among domestic brands.

In terms of overseas regional distribution, Geely is the most balanced among the three. In the North American Mexico market, it grew over 3 times with 16,000 vehicles; in South America Brazil, it first broke 7,000 vehicles; in Southeast Asia, it firmly occupies the Chinese brand top spot with 46,000 vehicles export volume from January to April leading Chinese brands; in Europe, Geely exported 40,500 vehicles from January to April, a year-on-year increase of 63.6%, and the absolute volume of exports is still rising rapidly.

# Three Paths, Three Strategies? #

Combining the previous content, we will find that these three carmakers represent the three mainstream internationalization models currently domestic, they each have their focus on the overseas path, and the strategies are completely different.

BYD takes the new energy full supply chain overseas route, which is closely related to its brand development path. Currently, its exported models are mainly pure electric and plug-in hybrid, with a price range covering 15,000 to 80,000 Euros.

BYD's logic is very clear: utilize China's full supply chain advantage in the electrification field to quickly seize the overseas market with technological leadership and cost advantage. In the two electrification frontier markets of Europe and Southeast Asia, BYD chose the asset-heavy model of self-built factories plus own channels.

The advantage of this model is strong brand control and complete profit chain. The disadvantages are large investment, long return cycle, and high sensitivity to local policy environments. The electric vehicle tariff policy just implemented in Europe might be the greatest uncertainty BYD faces for a period of time.

Geely takes the multi-brand matrix + overseas brand leveraging route. Through acquiring Volvo, investing in smart, and establishing Polestar as a joint venture, Geely has already possessed a brand matrix spanning Europe, Asia, and the Americas.

This matrix allows Geely to send different brands for different markets. Europe is led by Volvo and Polestar, Southeast Asia by Geely's mother brand and Proton, smart serves as global urban premium EVs, while the Middle East and Latin America are promoted synchronously by Geely's mother brand and Lynk & Co.

This model allows Geely to rapidly enter the high-end market by leveraging Volvo's dealer network, after-sales system, and brand premium, while using the Geely main brand and Lynk & Co to fight for the mainstream market. However, multi-brand synergy itself is a high-difficulty management art. If brand differentiation is unclear, left-hand vs right-hand fighting may occur.

Chery takes the high cost-performance fuel vehicle + wide channel coverage route. Export main force is still fuel SUVs, with a price range concentrated between 12,000 to 25,000 USD.

Chery's advantage lies in its product pricing and developing countries' purchasing power matching highly. These markets like South America, Middle East, Russia, North Africa have imperfect charging infrastructure, consumers are highly sensitive to price, and brand loyalty has not solidified. Chery has almost no direct electrification competitors here.

The export route is the simplest, but also the easiest to replicate. When more Chinese brands bring fuel vehicles of similar high cost-performance to flood these markets, Chery's first-mover advantage will sooner or later be diluted. Chery is trying to open new space with new energy products like Exeed, but from the current situation, the proportion of new energy in Chery's total exports is still far lower than BYD and Geely.

As for these three overseas paths, who can win the future overseas center spot battle, it cannot be easily concluded.

Chery's biggest advantage is the largest export base, difficult to surpass in the short term. But it also has concerns, such as its current export structure, which is highly dependent on the Middle East and Eastern European markets. Once geopolitical or trade policy changes, the impact may come.

Geely's overseas profit level is relatively the highest, and multi-brand differentiation overseas is also the most mature. Its problem lies in whether it can form true confrontation with BYD and Chery in scale. Even if the 2026 export target is increased to 750,000 vehicles, there is still a significant gap compared to BYD's 1.5 million.

BYD has the strongest long-term momentum for overseas expansion because it is not just selling cars, but exporting the standards of the new energy industry chain globally. As long as new factories are built in markets, the cost efficiency advantage of "Made in China" can quickly convert to cost-performance advantage. The uncertainty is BYD's overseas brand recognition. Among mainstream consumer groups in Western Europe, BYD's brand premium has not yet been established. Once trade barriers are encountered, whether BYD can maintain profit levels per vehicle overseas still poses a challenge.

# Overseas Localization Level Determines Future Ranking #

Global largest car exporter, this laurel was previously hanging on the head of the Japanese automotive industry. But from 2023, it finally changed hands, and China surged to become the world's largest car exporter. In the subsequent 2024 and 2025, this status remained firmly in place.

This is a milestone event. At the same time, we also need to clearly recognize that this overseas expansion is just the first step for Chinese cars to go international. And regarding the issue of complete internationalization, there is still a gap compared to Japanese brands.

Why say this? Setting aside the single data of export volume, there are many other data determining whether internationalization is successful. A very important point is overseas capacity.

Through data showing 2025 full year, Chinese carmakers' overseas production was 8 million units. Although this data rose relatively clearly compared to before, looking at Japanese carmakers' overseas capacity, it was as high as 20.4 million units. Although Chinese cars' total volume went up, it was more relied on domestic markets and whole vehicle exports to absorb, far from the complete overseas production system of Japanese carmakers.

So how important is overseas localized production?

A simple example can figure it out. For example, it's the same opening a restaurant. Relying purely on imports requires making food into finished products and transporting them completely to the local place. This involves not only considering transportation quality but also even higher costs. If using locally available ingredients and cooking on site, costs are not only lower, but taste will also be more suitable for local consumers.

The automotive market is the same. Taking Toyota as an example, according to the group's externally announced news, in 2025 Toyota Group's global total sales reached 11.323 million units. Among them, Toyota and Lexus brand Japan domestic sales were 1.5013 million units, overseas sales were 9.0355 million units. If counting all sub-brands like Daihatsu, Hino, etc., overall overseas sales would increase further, overall scale approaching 10 million units, accounting for about 85% of the group's total sales.

It is known that although Toyota currently appeared profit decline, it is still the world's most profitable carmaker without question. A very important point in this is its global localized system ecosystem.

At this stage, most of our independent brands' overseas localization layout is mostly an "extension" of exports. For example, many factories are mainly assembly, core component supply is still exported from domestic to local, and sales networks are also slightly thin. There is still a distance from a complete industry ecosystem.

As for the future, establishing local system ecosystems will naturally be the focus. As for BYD, it has already had three mass production complete vehicle factories in Thailand, Uzbekistan, and Brazil. As for the Hungary factory, it is a key step for BYD to enter Europe. Planned annual capacity 150,000 vehicles. After production starts in Q2 2026, it will achieve zero tariff entry to Europe, cost reduced by 20%-30%. The Indonesia factory also plans to start production in 2026.

BYD's global factory map covers the three core regions of Asia, Europe, and South America. It is the Chinese carmaker with the most active overseas capacity.

Geely has a mature production system overseas. Malaysia's Proton factory has been deeply localized for many years and has launched new energy Proton X70; Belarus BELGEE joint venture CKD factory annual capacity 60,000 units, can directly radiate Russia and Eastern European markets.

Geely is currently investing in Renault Brazil factory. In 2026, Geely brand models are expected to be produced. Factories in Belgium and the UK are more focused on high-end model localization. Geely is not simply newly building capacity but cutting into global layout with existing capacity renovation + equity investment hybrid mode. Cost controllability is stronger.

Chery has established a complete full process and CKD factory matrix overseas. It has four major production bases in Russia; Brazil has two CKD factories with a combined annual capacity of 236,000 vehicles; Spain has an European Industrial Base; Iran, Thailand, and Vietnam also have layouts. Among them, the Vietnam factory claims to be the largest in ASEAN. Chery is also seeking strategic alliances with Renault in Colombia and Argentina to further expand the Latin American market.

BYD invests heavily in new factories to quickly seize zero tariff channels; Geely is good at integrating existing resources to quickly revitalize existing capacity through equity cooperation; Chery relies on early cultivation to form capacity networks in key regions. The three can be said to have their own focuses. Regarding the future, localization speed will determine the sustainability of overseas sales. Currently, it looks like BYD invests the heaviest, determination is greatest; Geely leverages the most, model is most flexible; Chery outlets are densest, but depth needs strengthening.

This Chinese car internationalization competition is not a sprint but a global marathon spanning several years.

Short term, Chery is the champion of current scale. Million-vehicle level export volume, twenty years of overseas deep cultivation, no one can match in the short term; Medium term, growth rate and brand momentum are these two key points. BYD is quickly catching up. The global wave of new energy is its biggest tailwind; Long term, system capability is Geely's advantage. Brand matrix, Volvo's global layout, Proton's Southeast Asian foundation, construct a relatively balanced and risk-resistant globalization system.

Ultimately, who can take the lead depends on a deeper question. Who can truly win hearts after selling to the globe?

Chinese carmakers have proved we can conquer the market with cost and efficiency. But we have not yet fully proved we can conquer users with brands and trust. Toyota's globalization took half a century, Volkswagen's European foundation took decades. Chinese carmakers' overseas expansion has just begun.

In this sense, the competition between BYD, Geely, and Chery is not who defeats who, but who can win a true position for Chinese automobiles in global consumers' minds.

The fundamental victory of Chinese carmakers going overseas is not export volume surpassing Japan. It is when global consumers choose a premium electric car, "Chinese Brand" can sit on equal footing with "Made in Germany" and "Made in Japan". In this critical period of moving from an automotive big power to a powerhouse, for every solid stake Chinese carmakers drive overseas, it means shortening the distance from a big power to a powerhouse.

近期，特斯拉喺全球三大市場呈現截然唔同嘅態勢：喺日本推出史無前例嘅減價促銷，喺自動駕駛領域加速推進 FSD 全球審批，喺印度則正式終止咗長達五年嘅建廠計劃。

日本特斯拉，白菜價促銷特斯拉喺日本推出力度空前嘅購車優惠。Model 3 後驅版疊加日本政府 127 萬日元補貼及東京等地 80 萬至 100 萬日元地方補貼後，實際支付最低約 314 萬日元，折算人民幣僅 13.4 萬元。

作為對比，國內 Model 3 起售價 23.55 萬元，日本補貼後價格便宜近 10 萬元。呢個價位已接近豐田卡羅拉混動（約 238 萬日元）同本田思域（約 350 萬日元）等傳統燃油 A 級車。

特斯拉日本負責人表示希望打破 Model 3“豪華車”印象，將其推廣為大眾化車型。此外，特斯拉仲推出 0 利率金融方案同三年免費超充福利，需喺 7 月 31 號前完成訂購。日本新能源車滲透率長期僅 3% 左右，遠低於中國同歐洲，充電設施不足同本土品牌忠誠度高仍係挑戰。FSD 全球加速特斯拉人工智能負責人喺 CVPR 會議上披露，全球已有 130 萬輛特斯拉車輛開通 FSD 功能。

亞洲方面，中國已完成審批，FSD 13.0 版本去年已上線，搭載最新 14.0 版本嘅 FSD 有望很快推出；日本計劃今年年底前正式上線，印度、馬來西亞、泰國待審批。美洲地區，美、加、墨同波多黎各已大範圍上線，下一階段瞄準智利同哥倫比亞。歐洲推進最猛，今年 4 月荷蘭車輛管理局率先審批，立陶宛、愛沙尼亞相繼獲批，拉脫維亞即將完成，待審批歐盟國家達 21 個（含德、法、意），非歐盟國家 15 個（含英、瑞、挪）。中東喺阿聯酋開展道路測試，以色列即將登陸，待審批市場包括卡塔爾、沙特、土耳其。非洲首次出現，僅埃塞俄比亞喺推進本地審批。印度建廠終止印度重工業部部長證實，特斯拉已終止喺印度建設超級工廠嘅計劃，持續近 5 年嘅談判告吹。

核心分歧喺：特斯拉希望先用較低關稅進口汽車測試市場需求，再決定係咪建廠；印度政府要求必須先承諾本地製造，先至享受更低關稅。2025 年特斯拉喺印度註冊量僅 200 餘輛，初期訂單約 600 輛。14 億人口並未轉化為有效需求。

此外，印度產業配套短板明顯，供應商網絡、工程師隊伍、物流體系同質量控制遠不及長三角。沃達豐、福特、大眾等外資均曾遭遇稅務或虧損糾紛，政策風險高企。特斯拉認為，喺需求未驗證嘅市場新建重資產工廠，風險遠大於收益。 

May 27, the rubber sector experienced significant upward volatility in the morning session, with bullish sentiment significantly recovering. The RU Main Contract 2609 opened flat and moved higher, peaking at 17,775 Yuan/ton, breaking through the 17,500 Yuan/ton threshold with volume expansion; No. 20 Rubber main surged 2.70%, synthetic rubber followed the rise, and the sector moved in correlation strengthening. The strong surge on the market reflects that the current tire manufacturing upstream is comprehensively trapped in the "High Price, High Volatility, High Uncertainty" "High Three" dilemma. Under heavy cost pressure, tire companies domestically and internationally spoke intensively, and the June price hike wave is imminent.

Imbalanced Supply and Demand, Natural Rubber Price Hits Two-Year High

The fierce assault on the market today is the concentrated explosion of the spot market continuing to maintain a tight balance. Since the beginning of the year, natural rubber prices have continued to rise, and the current spot price is in the range of 17,500-17,900 Yuan/ton, up approximately 14% from the beginning of the year; futures prices also rose 11%, both at near two-year highs. In Baisha, Hainan, the dry rubber acquisition price reached a high point of around 17 Yuan/kg, and processing enterprises were scrambling to acquire it.

However, while high prices mobilized tapping enthusiasm, it was difficult to change the underlying logic of a global structural shortage. According to the Association of Natural Rubber Producing Countries forecast, global demand will reach 15.602 million tons in 2026, while production is expected to be only 15.324 million tons, with a clear deficit. The main producing area Thailand faces weak production due to tree planting changes and rubber tree aging. The El Niño phenomenon's high temperature and drought also exacerbated production release deficits for May-June. Domestic Yunnan, Hainan initial tapping period production is slow, and the low supply period is extended.

On the demand side, the operating rate of domestic tire companies is steadily recovering. New energy vehicles saw year-on-year growth of 5.5% in production and 9.7% in sales in April. Vehicle exports surged 74.4%, with stable downstream rigid demand supporting the base. Under supply-demand mismatch, domestic inventory continues to draw down. For the week ending May 22, Qingdao Bonded Area inventory decreased 0.59 million tons MoM to 13.36 million tons. General trade inventory decreased 0.25 million tons MoM. Spot circulation tightness provided strong support for the market trend.

Market Structure Disrupted, Synthetic Rubber Enacts Historic Overtaking

Natural rubber's surge is merely the tip of the iceberg. The abnormal movement of synthetic rubber puts more pressure on tire companies. In March this year, the domestic synthetic rubber futures main contract hit a strong limit up intraday, with a daily increase of as high as 11.99%, and a cumulative increase of over 53% for the year.

More worthy of attention is that synthetic rubber prices exceeded natural rubber for the first time at that time. The spread between the two once exceeded 1,300 Yuan/ton, completely overturning the industry's long-term perception that "natural rubber is more expensive than synthetic rubber". Although recently influenced by the easing of Middle East tensions, synthetic rubber prices dropped to the 14,000 Yuan level, but driven by international oil rebounding over 3% and capital returning to the energy and chemical sector, synthetic rubber prices recently rose again, indirectly supporting the rise of natural rubber, with raw material volatility remaining high.

Cost Forcing, June Price Hike Wave Pressures Again

Facing the runaway surge of upstream raw materials, tire company profits are severely compressed, and price hikes become the only way out. International brands took the lead in layout for June: Hankook, Dunlop, Kumho announced price increases of 2%-6% respectively starting from June 1; Michelin, Bridgestone, Goodyear also completed new rounds of price adjustments in May.

Domestic brands also did not want to lag behind, welcoming the second even third wave of price hikes this year. Over 40 tire enterprises released price adjustment letters in May, adopting a "Small Steps Fast Running" strategy to offset violent cost fluctuations with high-frequency micro-adjustments.

However, although the June price hike wave has been established, the implementation rhythm will diverge significantly. Under the background of overall capacity overcapacity, the distorted situation where "Price Hike Letters" and "Promotional Policies" coexist may continue. Leading enterprises leverage cost transfer capabilities to upgrade, while some SME brands to maintain market share may be forced to postpone price adjustments or promote sales in disguised ways. This storm triggered by the "High Three" is accelerating the reshaping of the tire industry's competitive landscape.

Image Source: CCTV Finance

中國汽車行業首家億級車企誕生下汽集團迎來全球第一億位用戶

億路同行 上汽集團迎來全球第一億位用戶

2026 年 5 月 28 日，上汽集團「全球第一億位用戶交車儀式」在上海北外灘世界會客廳舉行。上汽旗下十餘個整車品牌、十九款車款，以「全球接力交付」嘅方式，橫渡山海、跨越洲際、聯動全球，上汽集團由此成為首個累計產銷量突破一億輛嘅中國汽車集團，為中國汽車行業鑄就新嘅里程碑。

從「鳳凰」到「智己」：一億輛見證中國汽車工業嘅奮進與初心

1955 年，上海內燃機配件製造公司成立，上海汽車工業由此起步。1958 年，工人們用榔頭敲出第一輛「鳳凰牌」轎車，實現上海轎車製造「零嘅突破」。

七十餘年來，上汽親歷並推動咗中國汽車工業從無到有、從弱到強嘅全過程：1983 年桑塔納下線，開啟合資合作；1997 年上海通用成立，創造 23 個月建廠出車嘅「上海速度」；2006 年自主品牌榮威誕生，2016 年推出全球首輛互聯網汽車榮威 RX5；2020 年高端智能電動品牌智己汽車成立。

貫穿呢一趟程嘅，係上汽始終秉持「懂車更懂你」用戶理念。懂車，係對核心技術嘅極致追求；懂你，係將每一項前沿科技精準落地為用戶可感知、可享受嘅美好出行體驗。從桑塔納國產化共同體到合資 2.0 技術共創，從互聯網汽車到全線控底盤、固態/半固態電池、AI 大模型上車——每一次跨越，都係「懂車」能力嘅進階，都係「懂你」初心嘅一脈相承。一億輛，更係一億份用戶信賴嘅集中兌現。

第一億輛：智己 LS9 Hyper，凝聚上汽 70 餘年技術之大成

第一億輛交付車款智己 LS9 Hyper 係上汽七十餘年技術積澱嘅集大成之作，開啟咗新能源車「新三大件」嘅嶄新時代。佢搭載咗下一代底盤技術，同級首發嘅全線控四輪轉向；下一代智駕硬體，520 線超視域激光雷達 + 英偉達 Thor 晶片，下一代三電——全域 800V 高壓平台與恆星超級增程。全面預埋咗面向 L3 及以上高阶智駕持續進化嘅冗餘能力。同時，智己 LS9 Hyper 首搭上汽金標颶風三電機，從容躋身性能 3 秒俱樂部；更聯合紫金山實驗室，全球首發「內生安全」技術，將汽車安全邊界從「物理安全」拓展至「資訊與系統安全」，係 AI 時代嘅必備安全基石。

第一億位用戶 Momenta CEO 曹旭東，正係上汽喺智駕領域嘅核心戰略夥伴。雙方深度共創嘅智駕技術已賦能自主與合資多個品牌。「夥伴變車主」，唔單止係廠商與用戶嘅滿意交付，更係智能汽車生態夥伴間嘅深度共鳴。

體系實力：上汽全品牌矩陣嘅全球接力交付

一億輛嘅背後，係上汽涵蓋整車、零部件、移動出行同服務、金融、國際經營、創新科技六大板塊嘅全價值鏈閉環。2026 年 1-4 月，上汽累計銷售 130.2 萬輛，連續四個月位居中國車企銷量冠軍。其中自主品牌銷量 91 萬輛，占比近 70%；新能源車銷售 41.2 萬輛；海外市場銷售 45.9 萬輛，同比大漲 50.2%。

交付儀式現場，上汽全品牌、全產品矩陣協同發力。自主品牌全線出擊：尚界 Z7、華境 S、榮威 M7、MG4 半固態電池版、五菱星光 560、大通 eDeliver5、紅岩重卡、躍進大拿 T1、申沃純電客車、依維柯聚星 EV 等相繼交付，覆蓋個人出行、家庭生活、商用運營、物流運輸等多元場景。合資品牌集中亮出「合資 2.0」成果：大眾 ID. ERA 9X 將全球首發搭載 Momenta R7 強化學習世界模型，上市一個月交付突破 7000 台；奧迪 E7X 計劃成為奧迪全球首款實現 L3 級自動駕駛落地嘅車款；別克至境 E7 基於「逍遙」超級融合架構打造，上市一個月交付破萬台。

從上海主會場出發，交付畫面喺南京、柳州、太原等國內多城及英國、印尼、新加坡等國家接續點亮，開創咗中國汽車品牌嘅全新敘事方式。呢背後，係上汽全球化佈局嘅深厚根基。上汽係中國汽車企業「走出去」嘅先驅者：喺海外擁有超 100 個零部件生產基地、超 3000 個經銷商網絡，建成倫敦等 3 大研發創新中心及泰國、印尼、印度、巴基斯坦 4 個生產製造中心；安吉物流擁有各類滾裝船 42 艘，8 條國際航線覆蓋東南亞、歐洲、美洲。如今，上汽產品同服務遍布 170 餘個國家同地區，海外累計銷量突破 700 萬輛。上汽 MG 連續 11 年蟬聯中國品牌歐洲銷冠，2025 年歐洲年銷突破 30 萬輛，成為首個喺歐洲及英國累計銷量破百萬嘅中國汽車品牌。今年 3 月，MG 喺德國法蘭克福舉辦技術日，全球首發半固態電池及 Hybrid+ 混動技術，Hybrid+ 家族海外單月銷量已突破 2 萬輛。2025 年，上汽發布海外「Glocal 戰略」（全球 + 本土），正加速從「產品出海」邁向「價值鏈出海」，讓「中國智造」進一步走向世界。

從「懂車」到「懂你」： 一場用戶唱主角嘅交付盛典

「懂車更懂你」嘅最終落腳點，係每一個真實用戶嘅出行生活。得到 APP 創辦人羅振宇作為華境 S 第 001 號體驗官，從跨年演講盛讚華為乾崑智駕到走進工廠見證下線；前留德國腳楊晨選擇 ID.ERA 9X，因其黃金增程與長期主義不謀而合；曹開亮全家訂車後，偶像周杰倫恰好成為別克 MPV 家族代言人；公益博主劉佳連續五年為廣西山區留守兒童理髮、送陪伴，別克第一時間援助，佢被至境 E7「滿分座艙」感動。從自媒體博主到村支書，從公益守護者到物流企業——每一位用戶都係真實生活嘅縮影，正係「懂車更懂你」最生動嘅演繹。

一億輛係上汽七十餘年發展嘅階段性答卷，更係上汽面向智電未來「二次創業」嘅全新起跑線。2014 年，上汽積極落實「發展新能源汽車係我國從汽車大國邁向汽車強國嘅必經之路」嘅重要指示，率先全面轉型。十二年後，從智電轉型嘅「一馬當先」，到自主合資、乘用商用、海內海外嘅「萬馬奔騰」，上汽將不斷以「懂車更懂你」為用戶理念，讓科技創新真正惠及每一位用戶。

從 1955 到 2026，從第一個用戶到第一億個用戶，從創始探索到行業引領——上汽將繼續與全球用戶、全球夥伴億路同行，共創美好出行新未來。

一台小车能承载多少种生活？全新吉利星愿给出的答案是：至少五种。

上市发布会上，它联手小红书打造了一场别开生面的沉浸旅行，在海港、小巷、雨林、丝路、游牧五种截然不同的人居场景中，星愿安静地停在那里，像一把钥匙，等着打开属于每个人的出行想象。这不是噱头，而是一种态度——纯电小车不必只活在通勤的钢筋水泥里，它可以陪你去看海，也可以陪你穿过热带雨林。

为了把这种态度落地，吉利星愿拉来了宁德时代、卡皮巴拉、珂拉琪、好孩子、麦富迪等一众跨界伙伴。听起来有点混搭，实际上每个品牌对应着一种生活方式：带娃家庭需要儿童安全座椅，养宠青年需要车载宠物装备，精致女孩需要美妆联名，星愿试图告诉你，它不是冰冷的参数集合体，而是能适配你日常点滴的出行伴侣。

当然，光有情怀还不够，得有真本事撑腰。全新星愿已经走进了全球30多个国家，研发团队针对不同极端路况做了全维度验证。在巴西，它两个月卖出2300多台；在泰国车展，单周订单3300台。这不是偶然，一台能适应热带雨林泥泞，也能驾驭欧洲石板路的小车，背后是全球化原生架构和中德联合调校的硬功夫。

代言人容祖儿出现在发布会现场时，没有刻意飙高音，而是安静地分享了她与星愿的真实故事。那种温柔而坚定的力量，恰好与这款小车的性格重合：不张扬，但可靠；不炫技，但处处体贴。

从中国冠军到全球前三，吉利星愿用了573天完成了70万用户的积累。这一次，全新进阶的它不再只是卖得好，而是想告诉你：小车也能有大格局，也能装得下全世界的风景。

Dengan elektrifikasian dan kecerdasan buatan yang semakin mendalam, syarikat rantaian bekalan utama industri automotif mula bergerak dari belakang tabir ke hadapan, mengalami lonjakan peranan semasa perubahan besar dalam industri automotif dan pembinaan semula ekosistem industri. Mereka bukan lagi sekadar penyedia komponen seperti dahulu. Logik asas 'naik taraf' ini ialah memanfaatkan landasan baharu elektrifikasian dan kecerdasan buatan untuk melakukan penukaran paradigma teknologi, mencapai premium teknologi, dan menjadi pengendali dan peserta setara dalam definisi lapisan teknologi asas kereta baharu bersama pengeluar kereta. Ini seterusnya mencapai premium jenama di mana pengaruh terus menyentuh pengguna. Industri rantaian bekalan automotif menghadapi peluang strategik untuk kemajuan menyeluruh.

Berkaitan dengan kemajuan syarikat rantaian bekalan, majalah 'Auto Zhongheng' membuat laporan khas 'Cerita Penutup' dalam edisi ini.

Pada masa ini, industri tenaga baharu berdiri pada titik sejarah baharu. Dalam proses sejarah pertemuan revolusi tenaga dan revolusi sains serta teknologi, di mana realiti dan masa depan bertindan, CATL sentiasa menjawab satu soalan dengan tindakan: Bagaimana membina nilai jangka panjang yang pasti di dunia yang tidak pasti?

Laporan kewangan CATL menunjukkan, pendapatan tahun 2025 mencecah 423.702 bilion yuan, laba bersih 72.201 bilion yuan, pangsa pasaran global mencapai 39.2%, telah menduduki tempat pertama dunia dalam penggunaan bateri pencetus kuasa selama 9 tahun berturut-turut. Yang menarik, syarikat rantaian bekalan di hulu pembuatan kereta lengkap ini, laba bersih tahun lalu melebihi jumlah gabungan laba 13 syarikat automotif utama yang tersenarai. Perlecehan 'Syarikat kereta berkhidmat untuk Raja Ning', nampaknya telah menjadi realiti.

Di sebalik fenomena ini, adalah pengaruh CATL terhadap pengeluar kereta utama global. Permulaan segala-galanya ini adalah kedudukan teras bateri pencetus kuasa dalam industri kereta baharu - bateri pencetus kuasa mewakili kira-kira 40% kos kereta lengkap, yang tidak dapat dinafikan sebagai 'Jantung' kereta baharu. Bagi pengeluar kereta, bekalan bateri yang stabil dan boleh dipercayai, sudah lama meningkat daripada keperluan asas jaminan kepada keperluan strategik teras yang berkaitan dengan daya saing produk dan pembangunan jangka panjang. Bagi CATL, bagaimana menukar 'Pelanggan Utama' kepada 'Mitra Strategik', adalah juga subjek penting menentukan batas atas peta perniagaannya.

Lalu, bagaimana CATL sebenarnya 'mengikat' hampir separuh daripada industri automotif ini dengan sendirinya? Setelah dipertimbangkan, dari pembekal bateri pencetus kuasa hingga penyedia ekosistem tenaga serba, CATL telah membina satu sistem pengikatan mendalam yang merangkumi modal, kapasiti pengeluaran, penyelidikan, bekalan, ekosistem dll. Selama lebih 10 tahun. Sistem inilah yang memasukkan pengeluar kereta utama global ke dalam peta industri CATL, mencapai lonjakan dari 'Menjual Bateri' ke 'Menetapkan Piawaian, Membina Ekosistem', juga merombak hubungan 'Kereta-Komponen' antara syarikat rantaian bekalan dan pengeluar kereta.

Pengikatan Modal

Dalam gelombang rekonstruksi industri automotif oleh elektrifikasian, CATL melompat keluar dari model tunggal pembekal tradisional 'hantar barang ambil duit', menggunakan pelbagai kaedah modal seperti pelaburan langsung, penyertaan strategik, dan penguasaan kongsi untuk menembusi struktur pemilikan syarikat kereta. Mengubah hubungan permintaan-pasaran menjadi komuniti kepentingan, badan perkongsian strategik, mencapai pengikatan menyeluruh dari aspek dana, suara, dan sumber, memperkukuh asas kuasa industri.

Menurut anggaran tidak lengkap, sehingga akhir Mei 2026, syarikat kereta lengkap tenaga baharu yang CATL telah melabur sama ada secara langsung atau tidak langsung melebihi 10 buah. Tindakan terkini, pada 25 Mei 2026, Kongsi Seres mengumumkan, anak syarikat Chongqing Landian Technology menerima penambahan modal 6.671 bilion yuan dari lima pelabur. Dalam senarai pelabur, Ningbo Meishan Free Port Wending Investment (berikutnya 'Wending Investment') menempati tempat ketiga dengan sumbangan 984 juta yuan, pegangan saham 9.878%. Wending Investment ini ialah anak syarikat yang 100% dimiliki oleh CATL.

Beberapa hari sebelum itu, 12 Mei 2026, jenama kereta baharu pintar GAC Group bersama Huawei Qiankun 'Qijing' mengumumkan telah melengkapkan peningkatan modal strategik melebihi 1 bilion yuan, oleh CATL, platform pelaburan Bosch dan modal SOE lain. Diketahui, pelaburan CATL kali ini melalui Wending Investment milik tunggal menyuntik 300 juta yuan, sebagai pelabur tunggal terbesar.

Sebenarnya, peta pelaburan CATL jauh melebihi ini. Dalam dunia tenaga baharu, 'Raja Ning' bukan sekadar penjual bateri, lebih seperti pemain super membawa peta modal ke sana sini untuk 'mengkumpul'. Pada 2021, CATL melabur 770 juta yuan, menjadi pemegang saham kedua terbesar Avatr dengan 23.99% saham. Ketika itu terbentuk model CHN (iaitu Changan + Huawei + CATL) yang unik. Sebagai balasan, Avatr tidak hanya mempunyai bateri CATL sebagai piawaian semua model, malah melancarkan secara global platform Pan Shi CATL.

Selain itu, CATL juga pelabur awal Zeekr, menyertai putaran Pre-A Zeekr. CATL tidak hanya memegang kira-kira 2.97% saham Chery melalui Wending Investment, kedua-dua pihak juga menubuhkan syarikat patuh modal 'CATL Chery' bernilai 2 bilion yuan. SAIC dan CATL sebenarnya sudah lama rakan kongsi, CATL memegang 0.48% saham IM Motors di bawah SAIC. Dalam pembiayaan besar BAIC EV pada akhir 2024 melebihi 8 bilion yuan, CATL menyuntik 200 juta yuan untuk memegang saham.

Dalam bidang kenderaan dagangan, Mac 2026, Puquan Capital di bawah CATL terlibat memimpin pembiayaan 1.2 bilion yuan untuk 01 Auto. November 2025, FAW Jiefang mengumumkan penambahan modal 191 juta yuan untuk syarikat patuh 'Jiefang CATL', CATL menyuntik serentak, tiga pihak合计 412 juta yuan. Syarikat patuh yang ditubuhkan 2023, dimiliki 50% FAW Jiefang dan CATL, hanyalah gambaran kecil bagaimana CATL mengikat pengeluar kereta melalui ikatan modal dalam beberapa tahun kebelakangan ini.

Di pasaran luar negara, CATL juga menggunakan logik patuh saham. 10 Disember 2024, CATL dan Stellantis masing-masing memegang 50%, melabur 4.1 bilion Euro membina kilang bateri Lithium Besi Fosfat besar di Zaragoza, Sepanyol, produk khas untuk model Eropah Stellantis. Ikatan modal membantu CATL menembusi pengeluar kereta utama luar negara.

Sememangnya, CATL pernah tersangkut dalam pelaburan syarikat kereta. Contohnya, CATL pernah memegang 2.67% saham Neta Auto, pada awal juga melabur Aiways Auto. Namun kedua-dua pengeluar kereta baharu ini dari keadaan semasa, sudah hampir keluar dari pasaran.

Pengikatan modal CATL, bukan sekadar pelaburan kewangan, tetapi rancangan strategik merekonstruksi hubungan Kereta-Komponen, menguasai kuasa industri. Model jejaring modal ini, membuat CATL dari pembekal bateri mudah, naik taraf menjadi rakan strategik pengeluar kereta, komuniti kepentingan, menguasai pendorong industri dalam gelombang elektrifikasian, meletakkan asas modal kukuh untuk pengikatan menyeluruh teknologi, kapasiti, ekosistem dll.

Penguncian Kapasiti

Jika modal adalah rangka ikatan, maka kapasiti adalah daging dan darah. Dalam persekitaran industri di mana keperluan bateri siklikal tegang, harga bahan asas berubah, kapasiti stabil adalah daya saing teras. Strategi pengikatan kapasiti CATL boleh diringkaskan dalam satu ayat: Bina kapasiti bateri di tempat yang paling memerlukannya - kilang super bersebelahan pengeluar kereta, bahkan bina di dalam bengkel pelanggan. CATL melalui talian khusus, kilang dalam kilang, tapak wilayah tiga model, memberi jaminan kapasiti pasti untuk pengeluar kereta yang bekerjasama, mencapai pengikatan mendalam dengan 'Penguncian Kapasiti'.

30 Jun 2025, CATL mula beroprasi dua talian bateri high-end CTP 2.0 di Kilang Super Seres, kali pertama CATL bekerjasama dengan pengeluar kereta menggunakan model 'Kilang Dalam Kilang', membekalkan sistem bateri pencetus kuasa untuk pengeluaran tempatan model AITO. Model 'Kilang Dalam Kilang' adalah model kolaborasi rantaian bekalan inovatif, CATL membina talian bateri terus di dalam Kilang Super Seres, mencapai pengurusan kitaran efisien dari turun kepasang. Bateri mencapai 'Hasil serta pasang', menjimatkan pembungkusan, pengangkutan, gudang dll, masa respons rantaian bekalan dipendekkan ke tahap 20 minit.

Jika 'Kilang Dalam Kilang' hanyalah ujikaji model inovatif, maka syarikat patuh bateri pencetus kuasa yang CATL menubuhkan dengan SAIC, GAC, FAW, Dongfeng, Geely, Changan dll seperti CATL SAIC, CATL GAC, CATL Geely, CATL Chery, biasanya memegang 51% saham, menguasai kuasa kawalan. Sejak 2017, CATL dan SAIC menubuhkan 'CATL SAIC Battery Co Ltd', pelaburan total melebihi 10 bilion yuan. Penyusunan strategik ini membolehkan SAIC menikmati keuntungan dalam gelombang transformasi tenaga baharu seterusnya. Apabila pesaing lain beratur di pintu pejabat CATL untuk merebut bateri, SAIC melalui talian khusus CATL SAIC, dapat mengambil bateri yang sesuai keperluan custom mereka dengan selamat.

13 Februari 2026, CATL Chery (Hefei) New Energy Technology Co Ltd rasmi ditubuhkan, modal berdaftar 2 bilion yuan, dimiliki bersama CATL, Chery Auto, Chery Commercial Vehicle (Anhui), dimana CATL 51%, dua lagi 49%. Mengikut perjanjian, Chery akan dapatkan keutamaan bekalan bateri Qilin CATL, bateri Natrium Ion dll. CATL pula melalui kebenaran teknologi dan penyelidikan bersama, menggalakkan penggunaan teknologi inovatif seperti bateri separa pepejal, model tukar bateri pada model high-end Chery.

Di kilang yang diletakkan di luar negara seperti Jerman, Hungary, Indonesia, CATL juga mencapai 'Di mana kereta, di situ kapasiti bateri'. Untuk Tesla, Volkswagen, BMW, tapak Eropah dekat disediakan. Untuk Chery, Geely, Leapmotor yang keluar negara, tapak Asia Tenggara mengikut serentak. Susunan kapasiti serantau elak penghalang perdagangan, risiko logistik, perubahan mata wang, membiarkan pengeluar kereta di pasaran global selalu ada jaminan bateri stabil.

Logik asas penguncian kapasiti, adalah menggunakan bekalan pasti melawan kitaran tidak pasti. Bagi pengeluar kereta, jaminan kapasiti CATL bermaksud kereta baharu tidak 'tersangkut', penghantaran musim puncak tidak kehabisan stok, ekspatriat luar negara tiada risau. Bagi CATL, mengunci kapasiti = mengunci jualan, tingkatkan kegunaan kapasiti, tekan kos pelaburan, bentuk kesan skala dan kelebihan kos.

Penyelidikan Dini

Jika penguncian kapasiti mengikat kini, maka penyelidikan dini mengikat masa depan. Bekalan bateri tradisional adalah model penyelarasan 'Syarikat kereta buat permintaan, kilang bateri buat produk' di belakang, tetapi CATL membawa penyelidikan ke hadapan sepenuhnya, mencapai pembangunan serentak kereta dan bateri, definisi bersama, ujian bersama, dari penyelarasan pasif ke kreasi aktif, realisasi ikatan melalui penanaman mendalam teknologi.

17 Disember 2025, CATL dan Voyah Auto tandatangan perjanjian kerjasama mendalam 10 tahun. Mengikut perjanjian, CATL akan bantu Voyah pembangunan model baharu, bekalkan teknologi bateri teratas, terapkan secara luas jenama bateri Qilin, Shenxing, Xiaoyao pada model Voyah. Ini bermakna perancangan produk Voyah akan selari dengan inovasi teratas bidang bateri. Pandangan kerjasama kedua-dua pihak telah berkembang dari unit kuasa tunggal ke model tukar bateri, integrasi CIIC, platform Pan Shi, V2G dll mewakili bidang ekosistem keluaran masa depan.

Sememangnya, logik penyelidikan dini CATL bukan sekadar satu pengeluar kereta. 11 November 2025, CATL dan GAC Group tandatangan perjanjian strategik kerjasama menyeluruh 10 tahun. Kedua-dua pihak akan lakukan penyelidikan bersama di bidang teratas seperti底盘 pintar, ekosistem tukar bateri, berdasarkan akumulasi dalam bateri pencetus, sistem simpanan tenaga, perkhidmatan tenaga, bersama bangun model EV lebih kompetitif. Bagi perancangan model GAC Trumpchi, kedua-dua pihak sedang giat terapkan teknologi platform Pan Shi.

Sejak 2025, CATL telah rakan kongsi dengan beberapa syarikat kereta - bukan hanya GAC, JAC, malah termasuk Li Auto, Seres dll pelanggan teras. Syarikat bateri dan pengeluar kereta sedang melangkah bersama melebihi permainan beli jual tradisional, bergerak penuh ke fasa baharu ikatan mendalam dan kreasi nilai. Sistem penyelidikan CATL kini mempunyai 'kehadapan' lebih kuat: apabila teknologi bateri generasi seterusnya masih dalam lab, CATL sudah bersama rakan kongsi merancang struktur platform model masa depan.

Makna mendalam penyelidikan dini, ia mengubah CATL dari pembekal responsif pasif, kepada pembentuk piawaian yang aktif definisi laluan teknologi masa depan. CATL keluar Qilin Condensed State Battery 26 Februari 2026, ketumpatan tenaga 500Wh/kg, rancangan akhir tahun pasang pertama pada Nio ET9 dan Zeekr 001 FR. Penerokaan teknologi yang masih teratas industri ini, sedang menjadi penguat ikatan CATL untuk pelanggan high-end yang paling kuat.

Binaan Ekosistem Bersama

Sebenarnya, bidang perniagaan CATL jauh melebihi bateri, ia sedang hantar sasaran elektrifikasian ke langit rendah, kapal, pusat data, perluas rangkaian tukar bateri, bina ekosistem karbon sifar, sempurnakan ekosistem industri dan hantar rantaian nilai. Berkaitan dengan pengeluar kereta, CATL sedang bina ekosistem tukar bateri, simpanan tenaga, cas, tenaga hijau, kitar semula menyeluruh, realisasi ikatan tidak boleh diganti dengan benteng ekosistem.

Dalam bidang tukar bateri, CATL asaskan tukar bateri Coklat, Qiji Truk Berat tukar bateri, bersama Changan, Chery, GAC, Seres, SAIC GM Wuling, BAIC dll bina rangkaian kongsi Super Exchange, bina stesen tukar, kongsi blok tukar, piawaian antara muka sama. 25 April 2026, Chery Auto, Chery Green Energy, CATL, CATL Electric Service tandatangan perjanjian strategik, pihak-pihak akan tumpu布局 'Super Charge + Tukar Bateri', ekosistem tenaga hijau, Chery Auto akan terapkan sepenuhnya sistem tukar bateri coklat CATL & CATL Electric Service. Kerjasama CATL & GAC Group lebih menyeluruh, meliputi aplikasi底盘 pintar, penyelidikan bateri bersama, bina ekosistem tukar, inovasi platform elektrifikasian, juga akan buat kerjasama jangka panjang dalam bidang sewa bateri, bina stesen bersama.

Taman Sifar Karbon adalah projek CATL sedang teraju, kini telah di Shandong Dongying, Fujian Xiamen, Shanxi Datong, Jiangsu Yancheng dan Hainan, bina taman sifar karbon melalui 100% tenaga hijau langsung dan teknologi sumber-jaringan-beban simpanan terpadu asaskan base pembuatan hijau. 26 Julai 2025, taman perindustrian sifar karbon 100% tenaga hijau langsung pertama CATL teraju di Shandong Dongying mula dibina, pelaburan total melebihi 10 bilion yuan, projek menggunakan 'Fusi Angin Cahaya + Teknologi Grid Construction' membina sistem tenaga bebas, melalui elektrik angin, matahari, sistem simpanan langsung kilang. Sasaran akhir CATL adalah cipta solusi sifar karbon panorama, satu, seperti tenaga hijau langsung, taman sifar karbon, sumber-jaringan-beban simpanan, simpanan grid construction.

Kitar semula bateri buangan, adalah kepingan puzzle terakhir kitaran penuh pengurusan kitar hayat bateri. CATL melalui kaedah kitar semula, proses, taja, sintesis logam seperti Niobium, Cobalt, Manganese dalam bateri buangan, dan kitar semula logam tembaga, aluminium yang dikumpul melalui pihak ketiga, pastikan sumber logam penting pengeluaran bateri kitar semula berkesan. CATL bina kitar lengkap 'Pengeluaran - Penggunaan - Berperingkat - Kitar Semula', beri servis kitar semula bateri, guna berperingkat, bahan kitar semula kepada pengeluar kereta yang bekerjasama. Melalui kitar semula dan kitar semula skala besar, kurangkan kos bahan asas, balik bantu daya saing harga bateri kereta lengkap, bentuk perkongsian nilai rantaian lengkap.

Selain itu, di pasaran luar negara, CATL bersama Chery, Yutong, Geely, Dongfeng dll teraju 'Kereta-Bateri Integrasi' keluar negara, tapak bateri luar negara ikut laju keluar negara kereta lengkap, beri servis global warranty, servis tempatan, rantaian bekalan. Pengeluar kereta keluar negara tidak hadapi masalah adaptasi, pensijilan, bekalan bateri lagi, CATL ikut keluar negara kereta lengkap perluaskan bahagian global, bentuk ikatan ekosistem global.

Makna strategik bina ekosistem bersama jauh melebihi kerjasama perniagaan. Apabila CATL tidak hanya menguasai pembuatan bateri, tetapi menguasai rangkaian tukar bateri, data Paspor Bateri (CATL Feb 2026 bersama BMW uji data lintas negara 'Battery Passport' EU), pengurusan kitar hayat kitar semula bateri, ia dari pembekal komponen, jadi platform infrastruktur ekosistem keluaran EV. Pengeluar kereta dalam ekosistem ini masih bermain peranan buat kereta, tetapi rancangan tenaga, pengurusan bateri, servis data, malah dimensi pengalaman pengguna, akan masuk ke ekosistem CATL. Ikatan tahap ekosistem ini, jauh melebihi produk dan harga, membentuk 'Masyarakat Nasib Sepakat' yang sebenar.

 車圈數據話

你信唔信？有啲車廠賣 20 萬輛，恨不得敲鑼打鼓放三天假；可長安賣咗 20.91 萬輛，愣係有人盯住同比下滑嗰 6.78% 放唔落，整出一副「天要塌咗」嘅表情。老實講，我看完 5 月銷量第一反應唔係「慘」，而是——呢幫人係唔係對「慘」有啲誤解？

6 月 1 日，長安汽車亮出官方銷量數據：2026 年 5 月整體銷量 20.91 萬輛。新能源 9.24 萬輛，佔比 44.2%；海外出口 7.07 萬輛，同比猛增 38%。三大子品牌入面，啟源、深藍雙雙站係 3.4 萬輛階梯，阿維塔 7336 輛。

車宇世界發現，放眼全中國，月銷過 20 萬嘅自主品牌，總共也就四個。長安穩穩坐喺第四把交椅上，前面係比亞迪 38.3 萬、奇瑞 24.78 萬、吉利 23.78 萬。

你覺得呢個成績，夠唔夠資格講句「唔錯」？

長安啟源 A07 

我哋得將話講公道

20.91 萬輛，環比 5 月仲有細微增長。咩概念咋？放喺三年前，呢個係能把大部分合資品牌踩喺腳底摩擦嘅數字。

即便放喺而家呢個卷成麻花嘅市場入面，長安依然係中國汽車嘅頭部玩家之一。嗰啲一開頭就只係盯「長安下滑咗」而睇唔見其他嘅人，不妨問吓自己——你屋企條街落邊，有幾間 4S 店能夠一個月賣 2000 輛？

所以，第一個結論好明確：長安 5 月嘅銷量，唔但唔丟面，反而好能打。

但車宇世界亦理解，點解下滑會被關注。因為長安去年同期賣咗 22.43 萬輛，今年少咗 1.52 萬輛。同比下滑 6.78%，喺「只爭頭一名、唔問第二」嘅輿論場入面，確實容易被放大。再加上新能源增幅只得 5.8%，低於行業平均增速，嗰時引起關注，亦不足為奇。

 深藍 S07

唔急，我哋將賬目一笔一笔計清楚

睇下新能源。9.24 萬輛，佔比 44.2%。呢個比例高唔高？放喺去年呢個時候，長安嘅新能源滲透率仲未達 35%。

一年升咗差唔多十個百分點，呢個叫跟唔上趟？嗰叫跑步前進。不過呢條賽道上嘅對手跑得更瘋狂——比亞迪已經全域新能源，滲透率 100%；吉利、奇瑞都係拼命追趕。

長安嘅 5.8% 增速確實唔高，但車宇世界認為，你應該知道，長安嘅燃油基礎仲有 CS75PLUS、逸動呢啲「現金牛」喺穩定輸血。佢唔係 All in 新能源一條腳行路，而係兩條腳都在出力。車宇世界認為，呢種「穩中求進」嘅打法，喺而家呢個經濟環境下，亦未必係壞事。

 阿維塔 07L

再睇海外。7.07 萬輛出口，同比增長 38%。泰國、中東、拉美、歐洲，長安嘅步子好大。深藍頭 5 個月海外暴增 167%，說明海外市場開始認可中國品牌嘅新能源產品。唔好睇細呢個 38%，當國內市場競爭白熱化、價格戰打得血流成河嘅時候，海外市場就係長安最可靠嘅「第二戰場」。而且，一般嚟講，海外賣嘅車，利潤率往往比國內要高出一截。呢筆買賣，好抵。

最後睇品牌結構。啟源 34528 輛，深藍 33243 輛，兩個加埋接近 6.8 萬輛，撐起長安新能源大半邊天。

阿維塔 7336 輛，雖然數字唔大，但平均價超過 30 萬，係長安真正意義上衝高端嘅「獨苗」。有人說阿維塔賣得唔夠好，但你要承認，30 萬以上嘅純電市場，原本就唔係走量嘅地方。阿維塔能穩定喺七千多，再加上華為智駕嘅加持，呢個成績其實算唔差。

真正要看嘅係下半年——阿維塔嘅新車款可唔可以打開局面，可唔可以講清楚「我究竟點解值得你買」。呢個問題解決咗，阿維塔就可能起飛。

長安 

咁長安有無煩惱或問題？

當然有。任何一個年銷 200 多萬輛嘅大廠，都唔可能完美無缺。

比方話，其中一個隱憂，我反而覺得唔係同比下滑嗰 6.78%，而係「啟源同深藍到底有無內耗」嘅問題。

客觀嚟講，呢兩個品牌喺某啲方面可能存在一定程度嘅重合，例如部分車款價格重疊、目標客戶亦有一定重疊等等。事實上，呢個問題，應該亦引起過長安方面嘅思考。長安要想清楚：啟源同深藍，到底邊個係守門員，邊個係前鋒？

另一個問題，係長安嘅「新品牌聲量」故事點樣講。呢唔係產品嘅問題，可能係傳播同定位嘅問題。

 官方或許亦關注到呢個問題

車宇世界認為，長安手上有技術、有產能、有渠道，不過，深藍、阿維塔、啟源，如果構建一個能夠讓消費者「一眼記住、一講就明」嘅品牌故事，或許係值得品牌方思考嘅問題。當然，呢只係個人嘅意見。

佢嘅全年銷量目標，可唔可以完成？長安 2026 年嘅總體銷量目標係 330 萬輛，同比增長 13.3%；其中新能源 140 萬輛，同比增長 26.2%；海外 75 萬輛，同比增長 17.7%。

按照長安公佈嘅數據，今年 1-5 月份，其累計交付量 101.22 萬台，完成率係 30.7%。即係話，長安汽車要喺剩餘嘅 7 個月入面，平均每月完成 32.6 萬台。

顯然，依照長安目前嘅銷量水準嚟講，呢應該係有壓力。但話回來，車宇世界認為，呢啲都唔係致命傷。對於一個賣咗 20 多萬輛、而家持續擴海外、增新能源佔比嘅車廠嚟講，呢啲問題充其量叫「成長煩惱」，唔係「生死危機」。

深藍 

我想講句掏心窩嘅說話：

我哋對長安嘅要求，係唔係有啲太高咗？當然，這可能係愛之深，責之切。你總係覺得佢應該更好。

20.91 萬輛，放喺全球任何一個汽車市場，都係值得開香檳嘅數字。中國消費者俾「月銷 30 萬」「月銷 40 萬」呢啲數字衝擊咗，睇到 20 萬反而覺得唔夠癮。但冷靜諗諗，全世界能夠穩定月銷 20 萬以上嘅車廠，數住手指都數得曬。

車宇世界認為，長安唔係冇焦慮，亦並冇冇壓力或者轉型陣痛。只係，佢選擇嘅方式唔係哭窮，而係默默出海、默默推新、默默將新能源佔比做到 44%。呢種悶聲做大事嘅勁，反而令我覺得踏實。

當然，下半年嘅考試亦好關鍵。啟源同深藍可唔可以再上一個階梯？阿維塔可唔可以講出新故事？海外市場可唔可以頂住貿易壁壘等壓力？呢啲問題，長安自己心入面或許有數，我哋作為旁觀者，不妨多畀啲耐心。

逸動經典版 

最後，我想將話筒遞畀你：

你覺得長安而家嘅打法，係「穩紮穩打」，定係「過於保守」？如果你係長安嘅規劃師，你會首先解決啟源同深藍嘅可能重疊或者內耗問題，定係先將阿維塔、深藍、啟源嘅故事講透？嚟評論區，我哋一邊嗑瓜籽一邊傾。

最後，本文涉及嘅相關數據，來源於品牌官方同權威媒體消息，僅供參考，具體以官方回應為準。如有筆誤等造成嘅資訊、數據不符，以官方資訊為準。希望大家理性看待，唔信謠、唔傳謠。

本文聲明：

本文係車宇世界原創文章，第 14088 期，部分圖片來源於網絡，標註來源嘅數據及相關資料均係引用。車宇世界原創版權所有，侵權必究。

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Peristiwa Automotif Dua: BMW Melantik Fang Yuan sebagai Naib Presiden Hal Ehwal Korporat China

Kumpulan BMW hari ini mengumumkan pelantikan Puan Fang Yuan sebagai Naib Presiden Hal Ehwal Korporat China BMW, serentak sebagai Naib Presiden Hubungan Awam dan Tanggungjawab Sosial Perusahaan BMW Brilliance. Pelantikan ini berkuat kuasa secara rasmi bermula 1 Jun 2026.

Sejak Puan Fang Yuan menyertai BMW Brilliance Automotive Co., Ltd. pada tahun 2012, beliau telah berkhidmat dalam pelbagai jawatan pengurusan dalam bidang komunikasi produk dan teknologi, hubungan media, komunikasi media sosial dan pengurusan krisis. Pengalaman yang kaya yang dikumpul dalam pelbagai bidang perniagaan, pemahaman mendalam terhadap perusahaan serta rasa tanggungjawab yang tinggi akan memberikan asas yang kukuh untuk melaksanakan tanggungjawab baharu beliau.

Puan Sourour Stanke, Naib Presiden Strategi, Perkhidmatan, Pusat Media dan Komunikasi Pasaran Antarabangsa Kumpulan BMW berkata: "China merupakan teras strategik transformasi dan pembangunan jangka panjang Kumpulan BMW. Puan Fang Yuan mempunyai pengalaman pengurusan yang matang, keupayaan komunikasi pemegang kepentingan yang cemerlang, serta wawasan mendalam tentang pasaran China, dipercayai beliau akan memperkukuh lagi kekuatan pasukan Hal Ehwal Korporat China BMW dalam tanggungjawab baharu ini."

Peristiwa Automotif Tiga: Laporan Kewangan Suku Pertama 2027 NVIDIA, Pendapatan 81.62 Bilion Dolar AS

Baru-baru ini, NVIDIA mengeluarkan Laporan Kewangan Suku Pertama Kewangan 2027. Pendapatan Suku Pertama sehingga 26 April 2026 ialah 81.6 bilion dolar AS, meningkat 20% berbanding suku sebelumnya dan 85% berbanding tahun lalu. Margen keuntungan Suku GAAP dan bukan GAAP masing-masing ialah 74.9% dan 75.0%. Keuntungan setiap saham terkisar Suku GAAP dan bukan GAAP masing-masing ialah 2.39 dolar AS dan 1.87 dolar AS.

Penasir dan Pengarah Eksekutif NVIDIA, Jensen Huang berkata: "Pembinaan kilang AI merupakan pengembangan infrastruktur terbesar dalam sejarah manusia. Gelora ini sedang terus berkembang pada kelajuan yang belum pernah berlaku sebelum ini. AI berasaskan agen telah tiba, ia boleh bekerja dengan cekap, mewujudkan nilai yang sebenar, dan berkembang pantas dalam perusahaan pelbagai industri. Dengan kelebihan yang unik, NVIDIA berada di pusat perubahan ini, merupakan satu-satunya platform yang boleh berjalan di semua persekitaran awan, memberikan kuasa kepada pelbagai model terdepan dan sumber terbuka, dan boleh melaksana pengembangan menyeluruh dari pusat data berskala sangat besar ke tepiannya."

Peristiwa Automotif Empat: Laporan Kewangan Suku Pertama NIO 2026, Jumlah Pendapatan Suku Pertama 25.53 Bilion Yuan

21 Mei, NIO mengeluarkan Laporan Kewangan Suku Pertama 2026. Suku Pertama merealisasikan keuntungan operasi 66.8 juta Yuan, untung selama dua suku berturut-turut. Jumlah pendapatan suku pertama 25.53 bilion Yuan, meningkat 112.2% berbanding tahun sebelumnya. Data penting seperti marjinal, aliran tunai, simpanan tunai dll mencatatkan prestasi terbaik dalam beberapa tahun terkini, kualiti operasi keseluruhan terus meningkat. Jumlah marjinal 4.86 bilion Yuan, meningkat 428.4% berbanding tahun sebelumnya. Kadar marjinal gabungan syarikat suku pertama 19.0%, marjinal kenderaan utuh 18.8%, meningkat 4 suku berturut-turut, marjinal jualan lain 20.6%, semua mencatatkan rekod tertinggi dalam empat tahun. Maklumat spesifik seperti berikut:

Simpanan tunai suku pertama dinaikkan ke 48.2 bilion Yuan, merealisasikan aliran tunai operasi positif selama tiga suku berturut-turut. Jumlah penghantaran suku pertama 83465 kenderaan, meningkat 98.3% berbanding tahun sebelumnya. Panduan penghantaran suku kedua 2026 110000 kenderaan hingga 115000 kenderaan, meningkat 52.7% hingga 59.6%. Panduan pendapatan 32.78 bilion Yuan hingga 34.44 bilion Yuan, meningkat 72.4% hingga 81.2%. Sehingga 31 Mac 2026, NIO telah membina secara kumulatif di peringkat global 3847 stesen pertukaran bateri, 4985 stesen pengecasan, 28505 unit pengecas.

"Berita Kereta Harian", di sini terdapat berita automotif terkini hari ini, sila teruskan mengikuti "Pakar Kereta".

From the "Phoenix" hammered out of "alley workshops" using hammers, to the "IM LS9 Hyper" relayed by users globally, SAIC ran a 100-million-unit "marathon" for China's automotive industry in 70 years.

On May 28, 2026, at the World Living Room of North Bund, Shanghai, an IM LS9 Hyper slowly drove to the center of the stage. This was not only the 100 millionth vehicle delivered by SAIC Motor, but also the birth of the first "100-million-level car manufacturer" in the history of China's automotive industry. At this moment, SAIC not only refreshed the production and sales records of a single car manufacturer, but also pushed the capability level of China's automotive industry to the global top tier.

From the faltering start of the first "Phoenix" sedan in 1958, to the vast portfolio today with over a dozen brands under its umbrella spanning fuel and new energy, covering the entire passenger and commercial sector, why could SAIC reach the finish line first? Behind this lies the strategic determination of "joint ventures nurturing independent brands", the system resilience of the "whole industry chain", and the forward-looking layout of "global expansion".

· The Evolution from "Hammer-made Cars" to "System-made Cars"

SAIC's "100-million-level" journey was not accomplished overnight, but is a microcosm of three key stages of China's automotive industry.

In 1958, workers of SAIC's predecessor "hammered out" the first Phoenix sedan, filling the gap in domestic sedans. But what truly gave SAIC modern industrial capabilities was the establishment of China's first sedan joint venture — SAIC Volkswagen — with German Volkswagen in 1985. The localization of Santana was exceptionally difficult; the initial localization rate was only 2.7%. SAIC took the lead in forming a localization community and hard-pushed the localization rate above 90%, establishing the first set of modernized parts systems and quality management standards for China's automotive industry. Subsequent cooperation with General Motors and the establishment of the Pan Asia Technical Automotive Center (PATAC) further transformed "making without R&D" into "joint development", laying the foundation for China's automotive industry to align with international standards.

Entering the 21st century, SAIC realized that the ultimate goal of "market for technology" is to cultivate independent capabilities. In 2006, after acquiring Rover technology, SAIC launched the Roewe brand, firing the "first shot" of independent brands targeting the mid-to-high end. Thereafter, brands like Baojun, Maxus, and Wuling successively laid out, forming an independent matrix covering different niche markets. Especially in 2016, the globally first internet car Roewe RX5 launched in cooperation with Alibaba not only created a sales myth but also led the industry transformation from "car making" to "making intelligent terminals", opening a new era of software-defined vehicles.

Facing the new energy wave, SAIC took the lead in launching the "New Four Strategies" (electrification, connectivity, intelligence, and sharing) strategy in 2014. Cumulative R&D investment of over 150 billion yuan in the nearly past decade has built a technological moat ranging from chips, batteries to complete vehicles. The 100 millionth delivered IM LS9 Hyper, equipped with full steer-by-wire, LiDAR, and the IM AD intelligent driving system deeply co-created with Momenta, is precisely the embodiment of SAIC's technological integration. From January to April 2026, SAIC's new energy vehicle sales reached 412,000 vehicles, with independent brands accounting for nearly 70%, proving its successful shift from "joint venture dependency" to "technology-driven".

· The Moat of "Whole Industry Chain" System Capability

In the current landscape of price wars and internal involution, the ability to break through 100 million units first does not rely on a single breakout product, but on the profound system capability of "All Categories + Whole Industry Chain".

SAIC owns joint venture brands such as Volkswagen, General Motors, and Audi, as well as independent brands such as Roewe, MG, IM, and Wuling, covering the full price range from 50,000 yuan commuter cars to 500,000 yuan luxury cars. This "thousands of horses galloping" pattern enables it to traverse different economic cycles and reach the widest user base. Whether for first-time family purchase, commercial logistics, or high-end upgrade, SAIC has corresponding products to support, a scale advantage that a single brand finds hard to compare.

SAIC not only builds complete vehicles but also nurtures parts giants like Huayu Automotive. From seats, headlights to chassis modules, SAIC has built the most complete parts system in China, ensuring supply chain stability and controllable costs. Meanwhile, through the Innovation Research and Development Headquarters to integrate R&D resources, it avoided repeated investment by each brand, achieving sharing and iteration of underlying technologies. This closed loop of "complete vehicles driving parts, parts nourishing complete vehicles" is the confidence behind SAIC's ability to continue large-scale deliveries.

· Global Influence from "Made in China" to "Smart Made in China"

The value of 100 million vehicles lies not only in deepening the domestic market but also in "creating another SAIC" in the overseas market.

SAIC is the "textbook" for Chinese car exporting. From early product exports (KD kit assembly), to establishing overseas bases (Thailand, Indonesia), to today's "R&D, production, sales" integrated local operations, SAIC has explored a mature global path. The MG brand has become a phenomenon-level product in Europe, and the MG4 is the first true "global car". From January to April 2026, SAIC's overseas sales reached 459,000 vehicles, up 50.2% year-on-year, ranking first in overseas sales among Chinese car manufacturers for consecutive years.

SAIC's globalization is not just selling cars, but also driving the entire Chinese automotive industry chain to go global. Its layout of more than 100 overseas parts bases, self-built Ro-Ro fleet, and global R&D centers outputs Chinese manufacturing standards and technical solutions to the world. This "chain master" responsibility has made a big step for China to move from a large automobile exporting country to an automobile industry powerhouse.

· The "Ballast Stone" of China's Automotive Industry

SAIC's 100 million vehicles hold milestone significance for China's automotive industry.

First, through the localization of Santana, China cultivated the first batch of modern automotive industry workers and supply chain systems.

Furthermore, from joint venture technology introduction to independent forward-looking R&D, to smart-electric transformation, every step of SAIC has been stepped on key nodes of industrial upgrading.

Finally, it proved that independent brands can not only compete with foreign capital in the Chinese market but also go global with high-end and intelligent images.

The delivery of SAIC Motor's 100 millionth vehicle is not the end, but a new starting point. It marks that China's automotive industry has entered the "quality leading" stage from "scale catching up". SAIC used 70 years to prove that a true "100-million-level car manufacturer" is not only the accumulation of quantity but also a comprehensive embodiment of system resilience, technological thickness, and global vision. In the future, with the further explosion of smart-electric technology, this aircraft carrier of SAIC will continue to carry the dream of Chinese cars, sailing towards a broader blue ocean.

28 Mei, Geely Harapan Bintang Baharu dilancarkan secara rasmi, menawarkan empat model: 410km Versi Aspirasi, 410km Versi Angin, 480km Versi Penerokaan, dan 480km Versi Penerokaan Plus. Harga hak terhad semasa pelancaran ialah 61,800 - 91,800 Yuan. Jarak lintasan kenderaan baharu dinaik taraf sepenuhnya, asal 310km naik ke 410km, asal 410km naik ke 480km; versi 410km boleh pilih semula jarak 310km, tolak terus 7,000 Yuan semasa pembelian. Pengguna boleh pesanan melalui Aplikasi Geely Galaxy dan Program Mini WeChat, tempahan tetap dan kunci pesanan sebelum 30 Jun 2026, dapat wang tukar ganti super 3,000 Yuan, sekaligus menikmati sepuluh hadiah pembelian kenderaan.

Kenderaan baharu capai kemajuan menyeluruh dalam lima dimensi, bawa lebih 100 penambahbaikan keupayaan produk, 25 ciri unik dalam kelasnya, berdasarkan teknologi terkemuka generasi cipta pengalaman melangkaui kelas. Geely Harapan Bintang asas kekuatan kukuh, 573 hari pelancaran, penghantaran pecah 700,000 unit, menjuarai jualan seluruh kategori pasaran kereta China 2025, suku pertama 2026 masuk 3 teratas jualan tenaga baharu global, satu-satunya model jenama China masuk 3 teratas global. Mesyuarat pelancaran kali ini bekerjasama inovatif dengan Xiaohongshu cipta pelancaran perjalanan tenggelam bergerak pertama negara, juga beralih dengan CATL, Koloria jenama lintas industri, bina lima senario kehidupan, penuhi keperluan perjalanan harian pengguna, ubah semula piawaian nilai kereta elektrik kecil.

Dari segi pengendalian, kenderaan arkitektur asli global pertama Geely, guna penyelarasan gabungan China-Jerman, piawai suspensi belakang berasingan, kereta elektrik kecil arkitektur asli, penyelarasan global pertama dalam kelas. Dilengkapi sistem anti-luncur G-TCS 2.0, stereng tanpa berus baharu, sistem brek selesa G-CST 2.0, perjalanan stabil, stereng peka, brek lancar. Kenderaan ini lulus uji kail ikan pada 130km/h, 80.7km/h lulus uji rusa, tahap pengendalian setara sedan sukan 200,000 Yuan, sudah siapkan pengesahan jalan ekstrem lebih 30 negara.

Keupayaan tiga sistem elektrik dinaik taraf menyeluruh, piawai sel bateri CATL, sistem penyejukan cecair dan integrasi tinggi 11 dalam 1, ketumpatan tenaga sel 190Wh/kg, jarak maksimum CLTC 480km. Dilengkapi gril pengudaraan aktif, roda rintangan udara rendah, jarak bertambah 10km; cas pantas 30%-80% hanya 19 minit, sistem cecair menjamin cas penuh pada suhu tinggi/rendah. Piawai Star AI Cloud Power 2.0, capai pengurusan tenaga semua rantaian pintar cas-muat, penjagaan bateri, kecekapan kenderaan bijak.

Kabin pintar guna sistem Geely Flyme Auto 2, guna cip 7nm Naga Garuda 1 dan memori besar 16G+128G, operasi lancar. Dilengkapi pembantu suara model besar Eva, sokongan arahan kabur dan memori konteks, boleh kawalan suara kenderaan, rancang navigasi; tambah sambungan CarPlay, awan punya lebih 200 aplikasi, dipakai mod persembunyi, cari kenderaan satu butang, senario tersuai lebih manusiawi.

Bantuan pemanduan guna skema Qianli Haohan H3, kumpul 1.38 bilion kilometer selamat. Sokongan NOA lebuh raya tinggi, boleh suara berubah jalur, masuk keluar jalan ramp; pengendalian jarak jauh MPI semua senario, pemanduan jauh lebih mudah. APA parkir meliputi lebih 300 senario, HPA parkir memori sokong memori laluan 2km, sesuai keperluan parkir baharu. Juga dilengkapi pengesanan lelah DMS, mod pengawal 24 jam, jaga keselamatan pemanduan dan parkir.

Dari segi keselamatan pegang konsep keselamatan besar kereta kecil, cipta badan kubah bintang lima menegak lapan melintang, tekanan atap capai 3.4 kali berat kereta, bahan rangka utama diperkukuh, tirai udara sisi melindungi penumpang. Piawai verifikasi bateri 2 kali piawaian negara, kapasiti 1000 kitaran simpan 90.72%, lulus karat laut, api muktamad, enam uji muktamad. Lulus uji tabrakan depan dan sisi berturut-turut unik kelas, sistem tekanan tinggi padam cepat, kabin penumpang lengkap; AEB brek aktif, AES teres kecemasan prestasi jauh melebihi industri.

Kini Geely Harapan Bintang sudah dieksport ke lebih 30 negara, Brazil, Thailand pasaran luaran pesanan jualan cemerlang, menang banyak anugerah antarabangsa, jadi simbol pembuatan pintar China. Geely Harapan Bintang baharu meningkat, tingkatkan piawaian kereta elektrik kecil harga baik, Geely Galaxy akan terus fokus pasaran kecil, cipta kenderaan pintar berkualiti tinggi untuk pengguna.

Momen Bersejarah

28 Mei 2026, Shanghai.

Sebuah kereta IM LS9 Hyper yang baharu meluncur perlahan turun dari talian pengeluaran, Grup SAIC telah secara rasmi menyelesaikan lompatan bersejarah milik industri automobil China—jumlah pengeluaran dan jualan melebihi 100 juta unit.

Dari kejayaan prototaip pertama kereta Fenix pada 1958, hingga penyerahan ke-100 juta kereta pada 2026, melangkahi 68 tahun.

Ini adalah "syarikat automobil tahap 100 juta" pertama dalam sejarah industri automobil China, industri automobil China membuka lembaran baru.

"100 juta" ini, bukan sekadar penjumlahan angka, tetapi catatan ringkasan proses perindustrian negara tamadun yang tua. Mengikut data Persatuan Kenderaan, setiap 3 kereta terjual di dunia, 1 daripadanya berasal dari China, di sebalik 100 juta unit ini terdapat narasi lengkap perjuangan keras dan ketabahan pembuatan China selama 68 tahun.

70 Tahun Ribuan Ujian: Dari "Fenix" ke "Tahap 100 Juta"

1958, Shanghai.

Di era kekurangan物资, jurutera China telah membina kereta sedan pertama dengan cara mengetuk tangan—Jenama Fenix. Spesifikasi prestasi tidak boleh dibincangkan, ketepatan kerja pula lebih kasar, tetapi itu adalah langkah pertama orang China dalam bidang automotif.

Selepas itu lebih 20 tahun, kereta bagi orang biasa China tetap merupakan impian yang jauh sekali.

1983, keadaan berubah. Kerjasama antara Grup SAIC dan Grup Volkswagen, tiga perkataan "Santana"从此 masuk ke dalam kamus yang diketahui ramai China. 1983 perakitan pertama Santana buatan China berjaya, membuka tirai "menukar pasaran dengan teknologi" bagi automobil China.

40 Tahun laluan kerjasama, menanam tiga benih bagi industri automobil China: satu sistem rantaian bekalan yang agak lengkap, sekumpulan pengurus yang memahami pembuatan automobil, dan satu generasi jurutera China yang telah melihat "Buatan Jerman". Ini adalah tanah asas kebangkitan jenama asli kemudian.

2009, jumlah pengeluaran dan jualan automobil China pertama kali melebihi Amerika Syarikat, naik ke puncak pertama dunia. Pasaran automobil China dalam corak global telah menamatkan peralihan peranan dari "pemburu" ke "sumbangan peningkatan".

2015, SAIC melancarkan kereta internet pengeluaran massal pertama di dunia Roewe RX5, corak industri berubah lagi—zaman "kereta ditakrifkan oleh perisian" telah tiba, pengeluar automobil China pertama kali berada di depan teknologi global.

2026, jumlah pengeluaran dan jualan gabungan SAIC melebihi 100 juta unit. Dalam tempoh 68 tahun, industri automobil China telah mencapai pencapaian luar biasa dari 0 ke 100 juta.

Keupayaan Sistem di Sebalik "100 Juta"

Nilai sebenar 100 juta unit SAIC, jauh lebih daripada angka itu sendiri.

Di sebalik skala pengeluaran dan jualan, terdapat matriks produk yang merangkumi semua kategori.

Dari konsumsi massa kelas 100,000, hingga pasaran mewah kelas 400,000 dan ke atas, jenama di bawah SAIC merangkumi:

Kelas 100,000: Wuling Starlight L (Hibrid Pengecas)

Kelas 150,000: Roewe D7 DMH (Hibrid Pengecas penggunaan 3.9L/100km)

Kelas 200,000: MG Cyberster (Kereta Suvran Elektrik Sepenuhnya)

Kelas 300,000: IM LS6

Kelas 400,000: IM L7 (Menandingi tahap pentadbiran BMW, Mercedes-Benz, Audi)

Pasaran Luar Negara: MG juara jualan jenama China di Eropah berturut-turut 11 tahun

Merangkumi semua harga, kerjasama jenama pelbagai, "SAIC-GM-Wuling" berfikir pengguna "apa yang rakyat perlukan itulah yang dibina", bersama-sama membentuk asas 100 juta unit.

Di sebalik skala, terdapat sokongan teknologi pembangunan bebas.

Januari hingga April, jualan jenama asal SAIC 910,000 unit, naik 6.9% tahun ke tahun, mewakili 69.9% jumlah penjualan kumpulan. Ini bermakna label "kebergantungan kerjasama" sedang dikoyak.

Dalam 10 tahun terakhir, Grup SAIC telah melabur lebih 150 bilion yuan dalam bidang tenaga baharu dan pintar, mempunyai hampir 26,000 paten berkuat kuasa. Ini adalah sokongan teras 100 juta unit.

Di sebalik skala, terdapat kedalaman pasaran布局和 globalisasi.

Januari hingga April, jualan luar negara SAIC mencapai 459,000 unit, naik 50.2% tahun ke tahun. Jenama MG telah menjuarai jualan jenama China di Eropah berturut-turut 11 tahun, Januari hingga April 120,000 unit dijual di pasaran Eropah, naik 22%. Penghantaran luar negara melebihi 7 juta unit, membina 3 pusat penyelidikan utama seperti London dan 4 tapak pengeluaran seperti Thailand, Indonesia.

Dari "Buatan China" ke "Jual Global", 100 juta unit SAIC adalah pencapaian globalisasi yang sesungguhnya.

Koordinat Industri Automobil China dilihat dari Tahap 100 Juta

100 juta unit SAIC, adalah tingkap pemerhatian pembangunan industri automobil China.

Koordinat Saiz: Jualan tahunan automobil China nombor satu global, penetrasi tenaga baharu melebihi 60%, setiap 10 kereta baru, 6 adalah plat hijau. Di sebalik angka ini ialah kedudukan industri automobil China dalam pembahagian kerja global—dari "pangkalan pembuatan kontrak" ke "pusat inovasi".

Setiausaha Agung Persatuan Kenderaan Cui Dongshu menjelaskan dengan jelas: "SAIC memecahkan 100 juta menandakan China telah memasuki pasukan teratas industri automobil global secara rasmi. Ini bukan pencapaian satu syarikat, tetapi merupakan ringkasan pengagungan pembuatan China secara keseluruhan, membuktikan kita telah berubah dari pengikut "menukar pasaran dengan teknologi" menjadi definitor "menukar teknologi dengan pasaran".".

Berita Shangguan mengklasifikasikannya sebagai "contoh utama kerjasama industri Delta Yangtze": 100 juta unit SAIC, mendorong kebangkitan beratus-ratus syarikat komponen Delta Yangtze, membina kitaran lengkap rantaian bekalan automobil paling lengkap di dunia.

Koordinat Global: Toyota jumlah pengeluaran/jualan melebihi 300 juta unit, Grup Volkswagen hampir 280 juta unit, General Motors kira-kira 220 juta unit—sebelum ini, "Klub Kereta Tahap 100 Juta Global" hanya dimonopoli 4 negara AS, Jepun, Jerman, Korea. SAIC dengan 100 juta unit masuk ke kedudukan teras pasukan kedua global, menjadi satu-satunya di China, kelima global memecahkan 100 juta.

Tetapi harus melihat dengan jelas: ciri utama kereta bahan api tradisional, teknologi gearbox kelas tinggi masih ada jurang; algoritma pemanduan autonomi peringkat tinggi, ekosistem perisian keseluruhan, masih ada jurang generasi berbanding Tesla.

Koordinat Jenama: Bahagian pasaran kenderaan penumpang jenama China melebihi 60%, era "memandu kereta kerjasama terlihat bermaruah" sedang menjadi sejarah. Pengguna muda tidak lagi percaya buta kepada jenama asing, pengeluar China pertama kali memegang kuasa mentakrifkan "kereta baik".

100 juta unit SAIC, adalah titik persimpangan bersejarah dari "besar" ke "kuat" industri automobil China.

Selalu 100 Juta Unit: Isu Baharu Industri Automobil China

Memecahkan 100 juta unit adalah titik, juga permulaan.

Industri automobil China sedang menghadapi tiga isu baharu:

Soalan 1: Bagaimana dari "membesarkan" ke "menguatkan"?

Saiz mudah dicapai, jenama sukar didirikan. Keupayaan premium pengeluar China di pasaran global masih ada jurang dengan jenama mewah BMW, Mercedes-Benz, Audi. Saiz 100 juta membuktikan kemampuan pembuatan China, tetapi perlu membina pengiktirafan jenama sebenar di pasaran global, pengeluar China masih memerlukan masa untuk menggali.

Lebih penting lagi, jalan pengupayaan kelas atas SAIC masih dalam penggepungan. IM Motors jumlah penjualan 23,900 unit Jan-Apr 2026, melonjak 130.35% tahun ke tahun, jualan bulan April melebihi 10,000 unit, naik 201.14%. Walaupun tenaga pertumbuhan kuat, tetapi berbanding saiz Nio, Li Auto melebihi 30,000 unit sebulan, pengiktirafan pasaran kelas tinggi masih ada jurang jelas.

Soalan 2: Bagaimana membina halangan di separuh masa kedua digitalisasi?

Persaingan automotif telah memasuki separuh masa kedua—pemanduan pintar, kokpit pintar menjadi medan perang baharu. SAIC mengambil strategi dwi-laluan "Self-develop + Ecosystem" dalam bidang pemanduan pintar: membina sendiri "Xinghe Autopilot" menumpukan kepada普及 fungsi asas, serentak melalui pelaburan strategik Momenta (pangsa pasaran pemanduan pintar pihak ketiga global 61%) mendapatkan sokongan algoritma teratas, dan melancarkan jenama Shangsai bekerjasama mendalam dengan Huawei, membentuk peruntukan teknologi berlapis. Tetapi tidak boleh dinafikan, suara pasaran jenama pemanduan pintar tunggalnya masih kurang berbanding Huawei dan Tesla.

Persaingan digitalisasi, pada asasnya adalah persaingan data dan algoritma, bolehkah pengeluar China mengekalkan kepimpinan dalam persaingan ini, bergantung pada kelajuan dan kedalaman iterasi teknologi.

Soalan 3: Bagaimana membina identiti budaya dalam pasaran global?

Pelancaran automobil China, sedang beralih dari "jual kereta" ke "jual jenama". Penghantaran MG di Eropah telah melebihi 1 juta unit, jualan 2025 mencapai 307,000 unit, menduduki tempat ke-16 dalam senarai keseluruhan pasaran Eropah, satu-satunya jenama China masuk 20 teratas. Kejayaannya bukan hanya bergantung pada nisbah harga prestasi, tetapi lebih disebabkan oleh warisan jenama British berabad dan operasi tempatan, tetapi keupayaan premium jenama masih ada jurang dengan jenama tempatan Eropah, dan menghadapi cabaran jangka masa panjang siasatan subsidi Eropah.

Jenama benar-benar global, bukan hanya keperluan daya produk, tetapi lebih kepada eksport budaya.

Ditulis pada akhirnya: Dari "Fenix" ke "100 Juta", Permulaan Baharu

68 tahun yang lalu, apabila pengrajin Shanghai mengetuk keluar kereta Fenix pertama, orang China belum tahu konsep 100 juta unit.

68 tahun kemudian, Grup SAIC menggunakan 100 juta unit mencapai lompatan dari "pemburu" ke "definitor".

Dari "tiada enjin sendiri" ke "teknologi tenaga baharu memimpin global", dari "menukar pasaran dengan teknologi" ke "menukar teknologi dengan pasaran", dari "pembuatan kontrak rendah" ke "pembuatan pintar tinggi"—100 juta unit ini, adalah ringkasan pengagungan pembuatan China.

100 juta unit SAIC, adalah permulaan baharu industri automobil China, bukan penamat.

100 juta unit seterusnya, mungkin akan datang lebih cepat.

28 Mei 2026, Shanghai.

Sebuah kereta IM LS9 Hyper yang baharu meluncur perlahan turun dari talian pengeluaran, Grup SAIC telah secara rasmi menyelesaikan lompatan bersejarah milik industri automobil China—jumlah pengeluaran dan jualan melebihi 100 juta unit.

Dari kejayaan prototaip pertama kereta Fenix pada 1958, hingga penyerahan ke-100 juta kereta pada 2026, melangkahi 68 tahun.

Ini adalah "syarikat automobil tahap 100 juta" pertama dalam sejarah industri automobil China, industri automobil China membuka lembaran baru.

"100 juta" ini, bukan sekadar penjumlahan angka, tetapi catatan ringkasan proses perindustrian negara tamadun yang tua. Mengikut data Persatuan Kenderaan, setiap 3 kereta terjual di dunia, 1 daripadanya berasal dari China, di sebalik 100 juta unit ini terdapat narasi lengkap perjuangan keras dan ketabahan pembuatan China selama 68 tahun.

70 Tahun Ribuan Ujian: Dari "Fenix" ke "Tahap 100 Juta"

1958, Shanghai.

Di era kekurangan物资, jurutera China telah membina kereta sedan pertama dengan cara mengetuk tangan—Jenama Fenix. Spesifikasi prestasi tidak boleh dibincangkan, ketepatan kerja pula lebih kasar, tetapi itu adalah langkah pertama orang China dalam bidang automotif.

Selepas itu lebih 20 tahun, kereta bagi orang biasa China tetap merupakan impian yang jauh sekali.

1983, keadaan berubah. Kerjasama antara Grup SAIC dan Grup Volkswagen, tiga perkataan "Santana"从此 masuk ke dalam kamus yang diketahui ramai China. 1983 perakitan pertama Santana buatan China berjaya, membuka tirai "menukar pasaran dengan teknologi" bagi automobil China.

40 Tahun laluan kerjasama, menanam tiga benih bagi industri automobil China: satu sistem rantaian bekalan yang agak lengkap, sekumpulan pengurus yang memahami pembuatan automobil, dan satu generasi jurutera China yang telah melihat "Buatan Jerman". Ini adalah tanah asas kebangkitan jenama asli kemudian.

2009, jumlah pengeluaran dan jualan automobil China pertama kali melebihi Amerika Syarikat, naik ke puncak pertama dunia. Pasaran automobil China dalam corak global telah menamatkan peralihan peranan dari "pemburu" ke "sumbangan peningkatan".

2015, SAIC melancarkan kereta internet pengeluaran massal pertama di dunia Roewe RX5, corak industri berubah lagi—zaman "kereta ditakrifkan oleh perisian" telah tiba, pengeluar automobil China pertama kali berada di depan teknologi global.

2026, jumlah pengeluaran dan jualan gabungan SAIC melebihi 100 juta unit. Dalam tempoh 68 tahun, industri automobil China telah mencapai pencapaian luar biasa dari 0 ke 100 juta.

Keupayaan Sistem di Sebalik "100 Juta"

Nilai sebenar 100 juta unit SAIC, jauh lebih daripada angka itu sendiri.

Di sebalik skala pengeluaran dan jualan, terdapat matriks produk yang merangkumi semua kategori.

Dari konsumsi massa kelas 100,000, hingga pasaran mewah kelas 400,000 dan ke atas, jenama di bawah SAIC merangkumi:

Kelas 100,000: Wuling Starlight L (Hibrid Pengecas)

Kelas 150,000: Roewe D7 DMH (Hibrid Pengecas penggunaan 3.9L/100km)

Kelas 200,000: MG Cyberster (Kereta Suvran Elektrik Sepenuhnya)

Kelas 300,000: IM LS6

Kelas 400,000: IM L7 (Menandingi tahap pentadbiran BMW, Mercedes-Benz, Audi)

Pasaran Luar Negara: MG juara jualan jenama China di Eropah berturut-turut 11 tahun

Merangkumi semua harga, kerjasama jenama pelbagai, "SAIC-GM-Wuling" berfikir pengguna "apa yang rakyat perlukan itulah yang dibina", bersama-sama membentuk asas 100 juta unit.

Di sebalik skala, terdapat sokongan teknologi pembangunan bebas.

Januari hingga April, jualan jenama asal SAIC 910,000 unit, naik 6.9% tahun ke tahun, mewakili 69.9% jumlah penjualan kumpulan. Ini bermakna label "kebergantungan kerjasama" sedang dikoyak.

Dalam 10 tahun terakhir, Grup SAIC telah melabur lebih 150 bilion yuan dalam bidang tenaga baharu dan pintar, mempunyai hampir 26,000 paten berkuat kuasa. Ini adalah sokongan teras 100 juta unit.

Di sebalik skala, terdapat kedalaman pasaran布局和 globalisasi.

Januari hingga April, jualan luar negara SAIC mencapai 459,000 unit, naik 50.2% tahun ke tahun. Jenama MG telah menjuarai jualan jenama China di Eropah berturut-turut 11 tahun, Januari hingga April 120,000 unit dijual di pasaran Eropah, naik 22%. Penghantaran luar negara melebihi 7 juta unit, membina 3 pusat penyelidikan utama seperti London dan 4 tapak pengeluaran seperti Thailand, Indonesia.

Dari "Buatan China" ke "Jual Global", 100 juta unit SAIC adalah pencapaian globalisasi yang sesungguhnya.

Koordinat Industri Automobil China dilihat dari Tahap 100 Juta

100 juta unit SAIC, adalah tingkap pemerhatian pembangunan industri automobil China.

Koordinat Saiz: Jualan tahunan automobil China nombor satu global, penetrasi tenaga baharu melebihi 60%, setiap 10 kereta baru, 6 adalah plat hijau. Di sebalik angka ini ialah kedudukan industri automobil China dalam pembahagian kerja global—dari "pangkalan pembuatan kontrak" ke "pusat inovasi".

Setiausaha Agung Persatuan Kenderaan Cui Dongshu menjelaskan dengan jelas: "SAIC memecahkan 100 juta menandakan China telah memasuki pasukan teratas industri automobil global secara rasmi. Ini bukan pencapaian satu syarikat, tetapi merupakan ringkasan pengagungan pembuatan China secara keseluruhan, membuktikan kita telah berubah dari pengikut "menukar pasaran dengan teknologi" menjadi definitor "menukar teknologi dengan pasaran".".

Berita Shangguan mengklasifikasikannya sebagai "contoh utama kerjasama industri Delta Yangtze": 100 juta unit SAIC, mendorong kebangkitan beratus-ratus syarikat komponen Delta Yangtze, membina kitaran lengkap rantaian bekalan automobil paling lengkap di dunia.

Koordinat Global: Toyota jumlah pengeluaran/jualan melebihi 300 juta unit, Grup Volkswagen hampir 280 juta unit, General Motors kira-kira 220 juta unit—sebelum ini, "Klub Kereta Tahap 100 Juta Global" hanya dimonopoli 4 negara AS, Jepun, Jerman, Korea. SAIC dengan 100 juta unit masuk ke kedudukan teras pasukan kedua global, menjadi satu-satunya di China, kelima global memecahkan 100 juta.

Tetapi harus melihat dengan jelas: ciri utama kereta bahan api tradisional, teknologi gearbox kelas tinggi masih ada jurang; algoritma pemanduan autonomi peringkat tinggi, ekosistem perisian keseluruhan, masih ada jurang generasi berbanding Tesla.

Koordinat Jenama: Bahagian pasaran kenderaan penumpang jenama China melebihi 60%, era "memandu kereta kerjasama terlihat bermaruah" sedang menjadi sejarah. Pengguna muda tidak lagi percaya buta kepada jenama asing, pengeluar China pertama kali memegang kuasa mentakrifkan "kereta baik".

100 juta unit SAIC, adalah titik persimpangan bersejarah dari "besar" ke "kuat" industri automobil China.

Selalu 100 Juta Unit: Isu Baharu Industri Automobil China

Memecahkan 100 juta unit adalah titik, juga permulaan.

Industri automobil China sedang menghadapi tiga isu baharu:

Soalan 1: Bagaimana dari "membesarkan" ke "menguatkan"?

Saiz mudah dicapai, jenama sukar didirikan. Keupayaan premium pengeluar China di pasaran global masih ada jurang dengan jenama mewah BMW, Mercedes-Benz, Audi. Saiz 100 juta membuktikan kemampuan pembuatan China, tetapi perlu membina pengiktirafan jenama sebenar di pasaran global, pengeluar China masih memerlukan masa untuk menggali.

Lebih penting lagi, jalan pengupayaan kelas atas SAIC masih dalam penggepungan. IM Motors jumlah penjualan 23,900 unit Jan-Apr 2026, melonjak 130.35% tahun ke tahun, jualan bulan April melebihi 10,000 unit, naik 201.14%. Walaupun tenaga pertumbuhan kuat, tetapi berbanding saiz Nio, Li Auto melebihi 30,000 unit sebulan, pengiktirafan pasaran kelas tinggi masih ada jurang jelas.

Soalan 2: Bagaimana membina halangan di separuh masa kedua digitalisasi?

Persaingan automotif telah memasuki separuh masa kedua—pemanduan pintar, kokpit pintar menjadi medan perang baharu. SAIC mengambil strategi dwi-laluan "Self-develop + Ecosystem" dalam bidang pemanduan pintar: membina sendiri "Xinghe Autopilot" menumpukan kepada普及 fungsi asas, serentak melalui pelaburan strategik Momenta (pangsa pasaran pemanduan pintar pihak ketiga global 61%) mendapatkan sokongan algoritma teratas, dan melancarkan jenama Shangsai bekerjasama mendalam dengan Huawei, membentuk peruntukan teknologi berlapis. Tetapi tidak boleh dinafikan, suara pasaran jenama pemanduan pintar tunggalnya masih kurang berbanding Huawei dan Tesla.

Persaingan digitalisasi, pada asasnya adalah persaingan data dan algoritma, bolehkah pengeluar China mengekalkan kepimpinan dalam persaingan ini, bergantung pada kelajuan dan kedalaman iterasi teknologi.

Soalan 3: Bagaimana membina identiti budaya dalam pasaran global?

Pelancaran automobil China, sedang beralih dari "jual kereta" ke "jual jenama". Penghantaran MG di Eropah telah melebihi 1 juta unit, jualan 2025 mencapai 307,000 unit, menduduki tempat ke-16 dalam senarai keseluruhan pasaran Eropah, satu-satunya jenama China masuk 20 teratas. Kejayaannya bukan hanya bergantung pada nisbah harga prestasi, tetapi lebih disebabkan oleh warisan jenama British berabad dan operasi tempatan, tetapi keupayaan premium jenama masih ada jurang dengan jenama tempatan Eropah, dan menghadapi cabaran jangka masa panjang siasatan subsidi Eropah.

Jenama benar-benar global, bukan hanya keperluan daya produk, tetapi lebih kepada eksport budaya.

Ditulis pada akhirnya: Dari "Fenix" ke "100 Juta", Permulaan Baharu

68 tahun yang lalu, apabila pengrajin Shanghai mengetuk keluar kereta Fenix pertama, orang China belum tahu konsep 100 juta unit.

68 tahun kemudian, Grup SAIC menggunakan 100 juta unit mencapai lompatan dari "pemburu" ke "definitor".

Dari "tiada enjin sendiri" ke "teknologi tenaga baharu memimpin global", dari "menukar pasaran dengan teknologi" ke "menukar teknologi dengan pasaran", dari "pembuatan kontrak rendah" ke "pembuatan pintar tinggi"—100 juta unit ini, adalah ringkasan pengagungan pembuatan China.

100 juta unit SAIC, adalah permulaan baharu industri automobil China, bukan penamat.

100 juta unit seterusnya, mungkin akan datang lebih cepat.