距离真正上市，仅一步之遥。

6月23日，自动驾驶公司MOMENTA GLOBAL LIMITED（下称“Momenta”）在港交所刊发聆讯后资料集（PHIP），标志着其已通过上市聆讯，正式进入IPO冲刺阶段。中金公司与德意志银行担任联席保荐人。【回复“260623”下载momenta招股书】。

伴随聆讯材料的公开，Momenta的招股书也首次向外界详细披露了其财务状况。

Momenta通过上市聆讯

数据显示，公司近三年营收从7.43亿元增长至24.13亿元，毛利率攀升至71.6%，经调整亏损则从10.93亿元大幅收窄至3.03亿元。亏损持续缩小、毛利率稳步走高，似乎预示着智驾业务的盈利拐点已近在眼前。

在业务拓展方面，招股书显示，截至2026年2月28日，Momenta已累计获得180款车型的量产定点，量产车解决方案累计安装量超过73.3万套。同期，已与全球24家整车厂建立合作关系，既包括丰田、通用、大众、本田等国际车企，也覆盖上汽、比亚迪、广汽、奇瑞、一汽、吉利、长城等中国车厂。

透过这份招股书，一个更真实、更立体的Momenta，正向外展开。

01

营收24亿、毛利超七成、现金百亿

从财务数据看，Momenta确实交出了一份相当漂亮的增长答卷。

Momenta主要财务状况

Momenta近三年营收呈现跨越式增长。招股书显示，2023年至2025年，Momenta营业收入从7.43亿元增长至24.13亿元，年均复合增长率超80%。在智驾行业整体仍处高投入期的背景下，这个增速相当可观。

其营收由两大板块构成。

一是技术开发服务，按项目收取的开发与适配费用，2025年收入14.45亿元，占总收入59.9%。这部分收入来自与整车厂合作开发特定车型的智能驾驶方案，属于项目制收入。

Momenta两大营收板块

二是许可服务，按量产车辆收取的授权费，是衡量商业模式规模效应的核心指标。该收入从2023年的0.23亿元大幅增长至2025年的9.68亿元，三年增长42倍，占总收入比例跃升至40.1%。许可收入具有“高边际收益”属性，技术研发成本已前置投入，每新增一台车的授权收入几乎不增加额外成本，可以理解为Momenta未来维持高营收增长的关键引擎。

2023年至2025年，Momenta从前五大客户产生的总收入分别为6.443亿元、10.373亿元及15.082亿元，占收入的86.7%、78.3%及62.6%。其中，最大客户产生的收入分别为2.655亿元、2.556亿元及5.222亿元，分别占Momenta收入的35.7%、19.3%及21.6%。

Momenta主要客户占比

营收增长的同时，毛利率也在飙升。Momenta毛利率从2023年的17.5%升至2024年的49.0%，2025年进一步达到71.6%。对于纯软件算法供应商而言，高毛利率并不意外。

不过目前，Momenta仍处于亏损状态，2023年至2025年的净亏损分别为25.70亿元、32.06亿元和34.58亿元，三年累计净亏损约为92.34亿元。

研发依然是支出大头。2023年至2025年，Momenta的研发开支分别为12.81亿元、15.08亿元和18.69亿元，近三年累计研发投入达46.6亿元。

Momenta方面称，研发持续增加，主要是由于研发活动增加所推动，包括基建成本上升、培训平台开支及云服务费增加、Momenta的测试车队运营成本以及员工薪酬及福利增加。招股书显示，其研发人员1157人，占员工总数近82%，超三分之二拥有硕士及以上学历。

Momenta融资情况

不过，Momenta的血足够厚。截至2025年11月28日，Momenta已经进行了C-13系列融资，投后估值61.85亿美元（约合人民币419.41亿元）。其中，部分股东名单和客户名单重合，包括上汽、通用、奔驰、丰田、比亚迪、现代、奇瑞等车企。

无与伦比的资本吸引力，也让其储备了足够的弹药。招股书显示，截至2025年底公司现金储备超100亿元。

由此也可以看出，Momenta寻求港股上市显然不止为钱。它也需要用完成对早期股东的财务闭环，并向二级市场正式交付“中国第三方智驾方案具备全球竞争力”这一核心叙事。

02

“两条腿”的增长故事

Momenta的业务线，主要由两部分组成：量产车解决方案以及规模化自动驾驶出行与物流业务。

Momenta“飞轮模式”

这是Momenta成立之初便定下的战略，即车规前装量产+Robotaxi双线布局，形成“飞轮模式”。

其中，量产车解决方案目前是依然是重心。

招股书显示，根据灼识咨询资料，无论是以截至2026年2月28日止过去十二个月搭载Momenta城市NOA解决方案的车辆销量，还是以截至2026年2月28日搭载Momenta城市NOA解决方案的累计量产车型款数计算，Momenta在全球所有独立智能驾驶解决方案提供商中均排名第一。

截至2025年12月31日，Momenta累计获得170款车型的定点，其中包括已进入正式量产阶段的68款车型；智能驾驶解决方案在量产车辆上的安装量已超过68万辆；与全球24家整车厂建立合作关系，包括丰田、通用、大众、本田等国际车企，也覆盖上汽、比亚迪、广汽、奇瑞、一汽、吉利、长城等中国车厂。

Momenta定点数量变化

量产车解决方案主要聚焦于城市NOA领域。截至2025年底，Momenta城市NOA解决方案在量产车辆中的安装量已超过65万辆，累计获得155款车型的城市NOA功能认证定点，其中包括已达成正式量产的57款车型。

招股书还强调，根据灼识咨询的资料，截至2026年2月28日止过去12个月，按城市NOA销量计算，Momenta于全球独立城市NOA解决方案提供商中排名第一，市场份额为64.5%。

Momenta量产车解决方案收入模型

自动驾驶领域，Momenta目前更聚焦Robotaxi，随着技术与商业环境的演进，将进一步拓展自动驾驶货运车与自动驾驶卡车服务。

Momenta称，自己是首家采用量产车辆提供Robotaxi服务的公司。其于2020年开始筹备自动驾驶出租车的大规模部署，并成为苏州首家获得自动驾驶出租车商业化运营许可的公司。

截至最后实际可行日期，Momenta已在中国苏州和上海取得商业化运营批准，在中国无锡取得示范应用许可与测试许可，并在阿拉伯联合酋长国阿布扎比获得测试许可。

根据灼识咨询的资料，Momenta还与奔驰以及阿联酋全国性出租车公司Lumo合作，推出全球首款高端自动驾驶汽车租赁服务。

此外，Momenta还于2025年5月与上汽旗下享道出行达成战略合作，将部署基于前装量产车辆平台的自动驾驶出租车车辆，计划于2026年初在上海启动商业化运营。

Momenta与享道出行达成合作

同时，Momenta已与优步（Uber）、Grab等海外出行平台建立合作框架，并计划于2026年在阿联酋阿布扎比和德国慕尼黑推出海外商业化自动驾驶出租车服务，并预计拓展至中东、欧洲及东南亚（如迪拜、新加坡以及德国的选定城市）等地区的更多城市。

根据Momenta的自动驾驶出租车合作模式，出行平台通常通过其出行应用程序负责用户获取、订单调度、客户界面及车队运营。车辆主要通过Momenta与车辆合作伙伴（通常为整车厂）的合作提供，而Momenta则专注于交付自动驾驶系统。

而此次募资所得款项，Momenta预计将用于加强核心基础设施、扩大研发能力，推进新一代高阶智能驾驶解决方案的研发投资，同时用于加速自动驾驶出租车服务解决方案业务商业化及规模化发展的投资等方面。

03

技术定调“物理AI”，资本寻求二级校准

Momenta此次上市的核心叙事是物理AI。公司定位为“物理AI基座模型的构建者”，于2026年4月发布了量产级的R7世界模型，标志着物理AI正式从技术理念走向规模化量产落地。

今年北京车展Momenta宣布物理AI走向落地

该模型分为三个层次。

预训练：通过超120亿公里实车行驶数据及从中提炼的超1亿段黄金数据，将物理规律、常识与因果关系压缩进模型，让AI“懂物理”。

仿真：通过闭环仿真让模型拥有“练兵场”，推演自身行为变化时世界将如何演变，并对长尾场景进行性能评估。

强化学习：让模型在高度接近真实世界的仿真环境中自主探索，通过奖励机制学习最优决策，在极端场景下表现超越人类驾驶员。

Momenta R7世界模型三层架构

商业模式上，Momenta精准定位“平台级”公司，用一套大模型同时覆盖乘用车、Robotaxi和Robovan，并计划2027年拓展至Robotruck领域。这种全场景、平台化的布局，在降低边际成本的同时，构建出多元协同、可持续增长的商业生态。

而选择此时上市背后，则是有着更多思考。

一是为老股东提供退出通道：Momenta股东阵容涵盖上汽、通用、奔驰、丰田、博世等产业资本，以及淡马锡、IDG、云锋基金、腾讯、顺为、真格等财务投资人。财务投资人需要公开市场退出路径，一级市场再给更高估值的难度日益增大。

Momenta主要股东情况

二是在二级市场锚定估值：一级市场以融资轮次和产业资源背书支撑的估值，在二级市场会由交易价格重新校准。Momenta需要在市场对“第三方智驾公司估值逻辑”被压低前，给自己拼一个公允价格。

品牌背书与全球化加速：港股上市将强化“物理AI股”的品牌标签，加速全球化布局。

整体来看，Momenta通过聆讯，标志着资本市场对自动驾驶“量产+数据”双闭环模式的认可。其财务数据展现了高速增长与清晰的盈利路径，而“物理AI”的转型则为其打开了更广阔的估值想象空间。

随着R7世界模型从概念走向量产，Momenta能否在维持技术代差的同时，将技术优势转化为全球市场的商业盈利，是市场长期关注的核心。

呢度係全網最專業同權威嘅韓系車同韓國車市系列內容，【韓系動向】第 1783 期。

英偉達黃仁勳再度訪韓，同 2025 年 11 月嘅訪問相比，隔咗 7 個月再次嚟到韓國。本次行程活動更為密集，进一步深化同韓國本土企業嘅合作佈局，並宣佈將構建以英偉達為核心嘅產業生態，而半導體正係呢個生態嘅核心根基。

英偉達掌握核心系統技術，三星電子同 SK 海力士坐擁儲存半導體領域嘅絕對優勢，各方各取所需、攜手合作。

對現代汽車集團同韓國相關企業嚟講，點樣依靠自身優勢搵準產業定位、搭建專屬全新產業生態，成為當下核心發展課題。

現代汽車集團嘅核心優勢，係可以聯動英偉達、韓國本土 IT 企業同三大電池廠商開展多元合作。

這亦係缺乏製造業根基嘅美國英偉達頻頻深耕韓國市場嘅核心原因。

未來，現代汽車集團同英偉達嘅合作模式、業務佈局仍然存在調整與升級空間。

黃仁勳同現代汽車集團會長鄭義宣會面，雙方敲定多項深度合作：以波士頓動力為核心深化機器人技術合作，推動英偉達 AI 加速計算生態同現代汽車集團下一代軟件定義汽車（SDV）架構深度融合。

尤為重要嘅係，針對鄭義宣會長提出嘅新萬金 AI 產業基地建設計劃，英偉達畀咗積極嘅合作回應。

簡單嚟講，英偉達同現代汽車集團正基於各自嘅產業生態優勢深度綁定、互補共贏，亦係當下全球產業變革時代最典型嘅合作範式。

軟件定義汽車時代，亟需核心內容自主研發

喺呢場全新嘅產業變革中，現代汽車集團佔據住關鍵席位。行業主導權嘅歸屬仲無定論，但固守過往嘅發展邏輯已經行唔通，必須跟隨未來技術趨勢，持續培育、強化核心競爭力。

韓國嘅核心優勢，喺同時具備頂級嘅 IT、AI 技術同高端製造業根基。喺呢個背景下，現代汽車集團亟需明確並落地配適新時代嘅發展戰略。

目前，現代汽車集團已全面推進轉型，從硬件製造導向，升級為軟件技術引領嘅未來車企戰略。鄭義宣會長早在 2018 年就提出「移動出行服務商」嘅品牌定位，而家呢個戰略方向正逐步落地成型。

韓國完善嘅 IT 基礎設施同全球頂尖嘅製造業基底，將喺自動駕駛、軟件定義汽車時代形成超强協同效應。憑藉早嚟就獲得全球認可嘅整車硬件量產能力，現代汽車集團依靠「雙軌戰略」，加速核心技术自研內化與商業化落地，配適汽車產業向人工智能、數字平台轉型嘅變革趨勢。

現代汽車集團軟件創新嘅兩大核心載體，為集團全球軟件中心 42dot（四十二點）、統籌高端整車平台研發嘅 AVP 本部。集團正自主研發 SDV 車載操作系統，實現整車軟件硬件解耦，令車輛可好似智能手機一樣持續迭代升級功能。

喺近期舉辦嘅技術論壇上，AVP 本部長朴敏宇強調，下一代移動出行技術嘅成敗，唔在於實驗室研發成果，而在於市場端安全、高效嘅落地執行能力。

呢種以軟件為核心嘅思維變革，已全面滲透至工廠生產體系。現代汽車集團正加速將傳統硬件組裝工廠，改造為軟件驅動嘅智能工廠。

依靠人工智能同數據中心，打造 24 小時唔斷、柔性化、智能化嘅生產體系，可零損耗量產各類高端定制 SDV 車款，構築頂尖智能製造壁壘。

喺自動駕駛核心嘅高速計算芯片同 AI 基礎設施領域，現代汽車集團同英偉達深度綁定，雙方已確定引入英偉達下一代自動駕駛計算標準平台——NVIDIA DRIVE Hyperion。

現代汽車集團正搭建一套龐大嘅數據閉環生態：道路行駛嘅數百萬台車輛實時採集交通數據，上傳至雲端完成 AI 模型迭代訓練，優化後嘅駕駛邏輯通過 OTA 遠程升級，重新賦能每一台車輛。

呢個令車輛能夠隨著使用時長不斷進化，持續提升行駛穩定性同泊車輔助能力。

目前雙方合作已突破量產級 L2+ 高階輔助駕駛，正向 L4 完全自動駕駛領域拓展。業界普遍認為，現階段完全自動駕駛嘅商業化落地仍需時間，其核心價值更多體現喺帶動全產業鏈多元拓展、孵化新興產業場景。

現代汽車集團嘅自動駕駛技術，通過美國合資公司 Motional 落地實踐。基於艾尼氪 5 打造嘅 L4 級自動駕駛出租車，搭載高性能激光雷達、雷達、攝像頭全套感知設備，依靠現代量產生產線一體化集成，實現超高裝配精度同安全穩定性。

Motional 聯動優步等大型出行平台，喺美國拉斯維加斯等核心城市持續推進自動駕駛出租車嘅示範運營與商業化落地。針對城市複雜路口、臨時施工路段等自動駕駛「最後一公里」難題，大量投入遠程管控同 AI 仿真技術攻堅，全力推進自動駕駛商用業務落地生根。

現階段核心任務：夯實電動車同電池核心競爭力

產業突破嘅核心，離唔開電動車同電池技術嘅持續迭代升級。現代汽車集團以韓國三大電池企業為核心合作基底，同時靈活引入中國電池供應鏈，配適唔同市場需求。

中國依靠政策補貼同龐大內需市場，快速搶佔全球電動化生態先機。對此，現代汽車集團堅持自研技術路線、嚴控供應鏈體系，打造差異化競爭優勢，實現對中國車企嘅錯位競爭。

現代汽車集團喺電動車、電池領域嘅競爭力，以及同中國品牌嘅差異化優勢，主要體現喺三大維度：

第一，依靠超快充技術核心優勢，憑藉純電專屬平台 E-GMP 立足全球市場，率先喺量產車款普及 800V 高壓快充系統，18 分鐘即可充電 80%，最大化提升充電基礎設施使用效率。而家中國車企亦已全面跟進 800V 高壓平台佈局。

第二，V2L 對外放電技術同成熟嘅能源管理系統，係現代汽車嘅核心王牌。呢項技術令汽車突破單純嘅代步工具屬性，變身可移動儲能設備（ESS），憑藉高附加值體驗，獲得北美、歐洲消費者嘅高度認可。

第三，為擺脫對中國電池供應鏈嘅依賴，應對中國企業嘅供應鏈壟斷優勢，現代汽車集團加速推進電池自研同技術內化，牢牢掌握核心技术主導權。

現代汽車集團斥資 1.2 萬億韓元，喺安城建設集團首個綜合性電池研發基地，佔地面積相當於 28 個足球場。該基地將實現電池電芯設計、工藝工程、集成控制系統全鏈條自研內化，未來將落地自主電池量產產線，成為集團電池技術核心大本營。

針對比亞迪等中國品牌主導嘅平價 LFP 磷酸鐵鋰電池攻勢，現代汽車集團依靠混動電池量產自研經驗，全力推進純電車專用國產 LFP 電池研發與優化。同時採用雙軌戰略：聯合韓國三大電池企業，強化高性能 NCM 三元鋰電池高端產品線佈局，形成高低搭配、全面覆蓋嘅電池體系。

中國車企憑藉極致性價比同快速軟件迭代搶佔全球市場，而現代汽車集團以品質可靠性、無地緣風險嘅安全供應鏈打造核心差異化優勢。

與此同時，中國寧德時代、比亞迪等企業官宣 2027 年落地搭載全固態電池嘅車款，開啟技術競速。現代汽車集團則採取穩健策略，充分考量技術不確定性同高昂初期成本，先通過試點產線完成全固態電池試製同技術驗證，計劃 2030 年技術、安全性、產品力完全成熟後，再全面推進商業化落地。呢項策略，有效提升咗品牌喺全球市場嘅安全口碑同長期可信度。

產業變革時代，亟需構築全新發展範式

上述全鏈條技術升級同生態佈局，需要巨額資金投入，多數企業難以独立完成。美國依靠科技巨頭自主開拓未來產業，中國依靠國家政策強力扶持產業發展，韓國企業僅憑自身力量突圍難度極大，呢個亦凸顯咗聯動英偉達等全球巨頭合作嘅核心價值。

當前全球貿易保護主義抬頭，中國車企深陷美國通脹削減法案、歐洲關稅壁壘等貿易壁壘。反观現代汽車集團，已喺美國佐治亞州、歐洲、印度、印尼等全球多地佈局整車同電池合資工廠，構建起無地緣制裁風險嘅全球化供應鏈。呢項優勢，成為現代汽車集團開拓全球 B 端市場、打動保守歐美消費者嘅核心壁壘，徹底區別於中國車企。

韓國汽車產業同現代汽車集團嘅終極王牌，係扎实嘅硬件製造根基，呢亦係軟件能力持續迭代嘅底層支撐。全球科技巨頭軟件實力雄厚，但量產落地同品控能力薄弱；歐洲車企則難以配適全新嘅車載計算架構變革。唯有現代汽車集團，構築咗軟件硬件均衡發展嘅完整產業價值鏈。

現代汽車集團必須規避單一平台依賴。要主動借力英偉達等全球科技企业嘅 AI 芯片同基礎設施資源，同時全力實現核心驅動算法、自主車載控制系統嘅完全自研內化，呢將係決定未來全球移動出行市場話語權嘅核心分水嶺。

汽車係呢場產業變革嘅核心載體。工業時代嘅汽車，同數字革命時代嘅移動出行工具早已截然不同，呢亦係行業從「汽車製造」升級為「移動出行」嘅核心原因。現代汽車集團既要同英偉達、特斯拉等跨界巨頭同台競爭，更要直面實力強勁嘅中國車企。而想要實現全面超越，唯一嘅突破口，就係構築配適新時代嘅全新產業發展範式。

5月15日，第十八届轩辕汽车蓝皮书论坛在广州举办。在“中国汽车全球份额天花板”尖峰论坛上，玲珑轮胎总裁周令坤首次系统分享了玲珑的“全球化+区域化+本土化”出海战略。作为早于整车出海浪潮布局的零部件企业，玲珑正以深度扎根的综合能力，助力中国汽车供应链向全球跃升。

面对“2030年中国汽车全球份额能否突破25%”的议题，周令坤指出，这取决于企业在当地生产、治理与服务的真实能力，而不仅是本土出口的数量。

全球化：从“卖产品”升级为“建能力”

周令坤表示，真正的全球化是把研发、制造、管理能力建到全球。目前，玲珑已建成中、德、美“三国八地”研发体系；制造端布局中国5个、海外2个生产基地；管理端组建国际化团队与本地化人才矩阵，确保能调动全球资源服务任意市场的客户。

区域化：产能跟着市场走，跻身德系豪华主流

“主机厂走到哪里，玲珑的工厂就建到哪里。”区域化的核心是“在地生产、在地交付”。玲珑以泰国和塞尔维亚为支点。2014年投产的泰国工厂年产能超1720万条；塞尔维亚工厂于2024年量产，已通过大众、奥迪、宝马潜在供应商审核并实现雷诺、福特供货，标志中国轮胎在顶级主机厂供应链从“边缘”迈入“主流”。周令坤分析，外资主机厂在战略件领域收紧，但新能源车对轮胎滚阻、静音的新要求，为玲珑切入外资高端配套打开了更大窗口。

本土化：拒绝做“外来者”，输出商业文明

真正的出海不是产能转移，而是与当地共成长。玲珑在人员、供应链、社区三方面深度本土化：海外基地大量雇佣本地员工；依托泰国橡胶资源本地采购，在塞尔维亚搭建本地配套；积极投身当地公益，成为受认可的“企业公民”。周令坤强调，制造业出海更在于输出让当地繁荣的商业文明，与当地彼此成就。

立足长远，玲珑剑指欧洲与亚太当地信赖供应商、新能源配套全球TOP5，将在中国车企出海的每一个关键市场并肩作战。用“难而正确”的布局，让中国供应链的根脉在全球越扎越深。

6 月 13 日，2026 重慶國際車展正式拉開帷幕。長安馬自達以「依然馬自達」為主題強勢亮相 N8 館展台，集結 MX-5 經典傳奇跑車、全球戰略新能源車型 MAZDA EZ-6、MAZDA EZ-6 及 EZ-60 馬年版多款重磅車型，集中展示品牌新能源轉型豐碩成果。活動現場不僅公布多項用戶共創計劃，還同步推出 618 年中購車鉅惠，誠意回饋廣大消費者與品牌粉絲。

依托全球研發製造標準，長安馬自達旗下新能源車型收穫海內外高度認可，成功樹立行業新能源價值標桿。其中，MAZDA EZ-6 一舉斬獲「2026 世界年度設計車」大獎，成為國內首個拿下該國際重磅獎項的新能源車型；MAZDA EZ-6 表現同樣亮眼，是全球唯一包攬 8 項世界頂級設計大獎的 SUV 車型。在核心安全層面，兩款車型均按照中歐雙五星安全標準研發打造，EZ-6 集齊 C-NCAP、E-NCAP 等 5 項國際權威安全認證，EZ-60 電池安全指標提前達標新國標與歐洲標準。長安馬自達更是面向全體新能源車主作出鄭重承諾：電池終身自燃包賠，保障不限里程、不限車輛首任車主。

出色的操控性能，是馬自達「人馬一體」基因的延續。在專業賽事賽場，EZ-60 拿下中國新能源汽車拉力錦標賽場地賽 SUV 組冠軍、拉力賽總成績亞軍。長安馬自達車主、賽事冠軍車手紀浩來到車展現場，分享了駕駛原廠未改裝 EZ-60 征戰賽事的經歷。在為期 6 天、總長 910 公里的高強度賽程中，該車直面百餘台參賽車輛的角逐，憑藉穩定品質與優秀調校，從 27 個品牌的 100 台車輛中脫穎而出，用實戰驗證了量產車型的硬核實力。

憑藉過硬產品力，長安馬自達順利拿下歐盟、英國、澳大利亞三大市場整車認證，成為國內首家斬獲三項海外認證的合資新能源車企。不久前，80 餘名來自歐洲、澳洲、泰國的海外經銷商專程走訪南京生產基地，對品牌生產工藝與品控體系給予充分肯定。目前 EZ-6、EZ-60 海外訂單與預售行情持續走高，國內市場中，EZ-60 更是連續 7 個月穩坐合資新能源中型 SUV 銷量冠軍寶座。長安馬自達汽車銷售分公司執行副總經理吳旭曦表示，如今長安馬自達已是馬自達全球新能源整車設計、研發、製造及出口中心，每一台馬自達新能源汽車，都是名副其實的全球車型。

深耕國內市場多年，長安馬自達擁有 500 萬忠實用戶，品牌始終堅持「用戶 +」思維，打造品牌與用戶共生的價值共同體。2026 年，品牌持續落地多元化用戶共創活動，搭建起全生命週期用戶生態。此前推出的「心願之旅」「車主故事薈」等活動，記錄下車主與品牌之間的溫情故事，公益達人、愛心車友、因車結緣的伴侶等鮮活形象，勾勒出溫暖的品牌底色。

與此同時，「悅馬創作家」「全民經紀人」兩大計劃，為車主提供了分享用車生活、傳遞品牌口碑的平臺。年輕車主孫靖依也在現場分享了參與活動的體驗，輕鬆的氛圍和夥伴間的互助，讓更多人願意加入其中。面向青年群體，「青苗計劃」第二季走進全國各大高校，配套開啟 EZ-60 全國高校改裝設計大賽，不僅助力青年創意落地，還開放暑期實習崗位，推動產學深度融合。

本次重慶車展期間，長安馬自達同步開啟「馭享夏日風情悅享 618 大促」活動，福利活動將持續至 6 月 30 日。購車用戶可享受至高 20000 元以舊換新國家補貼、17000 元置換廠家補貼；選購指定車型，還能獲贈價值 7999 元專屬尊享套裝，包含原廠充電樁、龍膜太陽膜及專用腳墊。金融政策方面，全系車型支持 0 首付 5 年低息方案，年均費率低至 1.99%，同時疊加價值 7999 元終身零燃權益。此外，所有到店試駕新能源車型的消費者，均可獲贈國家級非遺金陵金箔禮品。

傳承百年品牌基因，堅守全球造車標準，鏈接用戶情感與社會公益。即日起至 6 月 21 日，歡迎廣大市民前往重慶國際博覽中心 N8 館長安馬自達展台，近距離體驗全球車型的獨特魅力，把握 618 購車良機。

喺中國汽車市場，一款車型突破 15 萬台銷量，或許算唔上驚天動地嘅數字。但如果呢個數字前面加上「輕越野 SUV 品類最快達成」，背後站住嘅係 15 萬個真實用戶嘅選擇，並且敢於喺央視鏡頭下直播拆解一台行駛咗 15 萬公里嘅實車——故事就完全唔一樣咗。

6 月 12 日，湖南株洲，北汽超級工廠。當嗰台行駛咗 15 萬公里嘅 BJ30 旅行家被拆解開來，引擎渦輪乾淨、變速箱外殼無油漬、底盤懸掛冇生鏽，現場嘅央視鏡頭記錄咗一切。北汽集團副總經理、北京越野董事長張國富話：「呢係十五萬次堅定嘅選擇，係用戶鑄就嘅品質豐碑。」

而呢，只係 BJ30 旅行家故事嘅開始。

15 萬公里拆解：一場冇劇本嘅「品質大考」

15 萬公里，對於一般家庭用戶嚟講，差不多係十年嘅行駛里程。十年，足以令一部車經歷風霜雨雪嘅侵蝕、複雜路況嘅考驗、日常使用嘅磨損。當北京越野決定喺央視嘅直播鏡頭下，對一台真實行駛 15 萬公里嘅 BJ30 旅行家進行全網首拆時，無疑係一場冇排練、冇劇本嘅「品質大考」。

拆解結果令人印象深刻。

動力方面，引擎渦輪增壓器內部積碳極少，動力輸出依然充沛；變速箱外殼乾乾淨淨，冇一點滲油痕跡，內部齒輪光滑平整，冇任何磨損坑窪。這意味著，就算喺 15 萬公里嘅高強度使用後，呢部車嘅核心動力總成仍然保持住接近新車嘅狀態。

電池包同樣經得住考驗。冇鼓包、冇漏液、冇明顯嘅內部變質衰減。對於一款 HEV 混合動力車型嚟講，呢係對「電池焦慮」最直接嘅回應——長久使用，你根本唔需要擔心電池老化帶來嘅麻煩。

底盤部分更叫人意外。副車架、懸掛擺臂、轉向拉桿……所有部件都冇生鏽，冇滲漏，全部底盤嘅平整度同整齊度同新車差距微乎其微。被動安全防護始終在線，行爛路冇異響，開落嚟依然紮實。

呢場拆解傳遞咗一個清晰嘅訊息：BJ30 旅行家用料紮實、工藝可靠、耐用出眾。對於用戶嚟講，這意味著更低嘅維修成本、更長嘅換車週期，同每一次出行嘅安心感。

三排七座 + 一箱油 1000 公里：輕越野嘅「全能解法」

如果話 15 萬公里拆解證明嘅係 BJ30 旅行家嘅「耐用力」，咁佢嘅產品力本身，則係吸引 15 萬用戶嘅根本原因。

喺「輕越野」呢個細分賽道上，BJ30 旅行家搵到咗一套獨特嘅「全能解法」——超野、超大、超慳，三個維度同時用力，既唔係單純嘅城市 SUV「樣板貨」，亦唔係硬淨越野嘅「油耗大戶」。

「超野」係出發嘅底氣。北京越野將六十餘年嘅專業積澱濃縮咗進咗一套「三驅四驅六模 HEV 混合動力架構」，令 BJ30 旅行家成為中國方盒車 SUV 類別中首個 HEV 混合動力車型。三台動力源各負其責：高效率引擎負責長途節能，前馬達實時補能，後馬達瞬時爆發。智能四驅反應只需 30 毫秒，0.5 秒便能達到峰值扭矩。六大工作模式自動切換，泥地、沙地、雪地，智電 ATS 全地形控制系統幫你搞定。

「超大」係出行嘅從容。三排七座佈局，2820 毫米嘅超長軸距，66%嘅超高實用率——這意味著車內嘅每一寸空間都被高效利用。1496 公升嘅超大行李箱，後排座椅全平放倒後，瞬間變成一張 1.92 米嘅大床。1.8 米嘅成年人坐喺第三排依然闊落，全車 38 處儲物空間讓每個人都有一啲專屬位置。全家出行，冇人需要遷就。

「超慳」係長久嘅陪伴。呢先係真正令人驚喜嘅地方。嚟自南非、印尼、阿聯酋、波蘭、墨西哥嘅五國汽車博主，用實測畀出咗答案——BJ30 旅行家喺每一個國家都跑出咗每百公里唔超過 5 公升嘅油耗，一箱油輕鬆續航 1000 公里以上。唔使搵充電樁，加油即走，每年慳返幾十個鐘嘅補能時間。加埋首任車主整車終身質保、冇高壓電池包嘅安全隱患、保養簡單同配件充足，呢部車喺用緊一種極之務實嘅方式兌現「陪伴」嘅承諾。

一部能帶你奔赴山野嘅方盒車，同時又係一部令你享受生活嘅城市通勤 SUV。呢大概就係 15 萬用戶選擇佢嘅原因。

高光版登場：靚樣、性能、體驗嘅三重進化

15 萬台下線之際，北京越野推出咗全新版本——BJ30 旅行家高光版。佢唔係一次簡單嘅配置調整，而係喺「超野、超大、超慳」嘅基礎上，實現咗靚樣、性能、體驗嘅全面躍升。

高光靚樣，為唔同人生意階段度身訂造。經典方盒車造型，硬淨氣場同精緻線條融合，五圈星環貫穿燈組醒目型格。全套電感潮改套件、專屬星環輪圈、前後同色運動保險桿，每一處細節都喺表達熱愛同灑脫。車內則是全新橙色車內搭配金屬紋理飾板，溫潤而有質感。無論係二十幾歲嘅年輕人，定係拖兒挈女嘅中年用戶，都能喺部車上搵到屬於自己嘅高光時刻。

高光性能，動力同油耗兼得。高性能、長壽命嘅專用 AGM 蓄電，循環壽命達到普通蓄電嘅 3 倍；保時捷同款渦輪增壓技術，整車充電效率高至 99%；後馬達功率由 55 千瓦提升至 70 千瓦。匝匯入、路口起步、緊急閃避，動力隨叫隨到。呢唔係為咗飆車，而係畀你堅守路權嘅底氣。

高光體驗，移動嘅舒適會客廳。車身更高、視野更開闊，座椅加熱、通風、方向盤加熱一應俱全，貼心舒適。系統能感應雨滴自動關窗，64 色氣氛燈隨音樂節奏律動。越野生活同城市通勤兼得，用一部車嘅從容裝載生活嘅兩面——將每一個平凡嘅日常，都過成高光時刻。

央視探秘超級工廠：品質喺源頭講起

如果話拆解 15 萬公里實車係「結果驗證」，咁央視鏡頭深入北汽株洲超級工廠，就係喺揭示「原因所在」。

焊接車間入面，幾百台機械人協同作業，自動化率達到 100%。塗膠誤差控制在唔超過一啲頭髮絲嘅範圍內——這意味著車身骨架更堅固，抗撞擊、抗變形能力更強。行爛路唔異響，撞擊時更安全。

沖壓車間，五千多噸嘅巨型沖壓設備一次過壓製成型車身板材。高精度沖壓保證咗車身均勻工整、線條流暢，靚嘅靚樣，從呢度就開始打底咗。

噴塗車間，幾十台機械人全自動噴塗，搭配環保水性漆。有害刺鼻揮發物質降低六成以上，新車冇異味，老人小孩搭車更安心。漆面亦更耐晒、更耐腐蝕，多年之後依然光亮如新。

每一道工序都設有品控檢查關口，保證每一台下線嘅 BJ30 旅行家全部品質達標。呢唔係一句口號，而係一整套可追溯、可量化嘅製造體系。

超級換購 + 五重好禮：令「越野平權」落地

15 萬車主嘅相伴同熱愛，值得被認真回饋。北京越野推出嘅「3 萬元超級換購政策」，令 BJ30 旅行家全系超級換購價低至 6.99 萬元起，新用戶同樣可以享受。高光版超級換購價 8.29 萬元起。

喺此之上，仲有五重尊享禮遇：價值 6000 元嘅整車終身質保（限首任非商用車主）；0 首付等多種金融產品可選；老客戶轉介紹成交獎勵最高 800 元京東卡；全系終身 OTA 免費升級；基礎流量終身免費，娛樂流量 2 年免費且不限量。

值此世界盃開幕，BJ30 旅行家高光版仲限時開啟「燃情世界盃，高光贏大獎」活動：喺全國任意授權門店購車即可獲得猜測資格，精準命中世界盃冠軍同決賽比分，再享 5 萬元購車補貼。

寫於最後

15 萬台下線，對於一款輕越野 SUV 嚟講，係一個里程碑，更係一個新起點。張國富話，呢係「中國 HEV 技術交畀世界嘅答卷，係中國智造鏗鏘有力嘅宣言」。

但從用戶嘅角度嚟睇，呢句話或可以有更樸實嘅表達：一部車好唔好，唔係睇發布會上嘅 PPT，而係睇開咗 15 萬公里之後，拆開係咩樣。BJ30 旅行家已經喺央視鏡頭前畀出自己嘅答案。

而高光版嘅到來，令呢個答案更加完整——用更出色嘅靚樣、更強勁嘅性能、更舒適嘅體驗，去陪伴更多人奔赴下一程山川湖海，共赴每一個高光時刻。

呢大概就係「十五萬熱愛，高光而來」嘅真正含義。

近日，徐工与泰国头部代理商OCR公司在曼谷签署300台新能源商用车采购协议，首批100台已完成交付。徐工集团副总经理，徐工汽车党委书记、总经理夏泳泳出席仪式。

此次徐工与OCR的战略合作，不仅限于整车销售，而是涵盖技术服务、备件供应、金融支持在内的全生命周期价值管理。这意味着，徐工同步嵌入当地的服务网络与配件保障体系，帮助用户降低运营成本、提升出勤效率。

深耕：以全周期服务构建长期价值

2005年，徐工第一台设备驶入泰国港口，与OCR公司携手播下合作的种子。

2025年6月，杨东升董事长出席徐工与OCR合作20周年庆典，通过“产品+场景”的深度融合，双方正携手推动泰国工程机械行业绿色转型，共建绿色可持续的产业发展新生态。

在东南亚，徐工已经建立了完善的服务网络和备件仓库。正是这种从“卖产品”到“全生命周期”的能力升级，成为OCR选择与徐工合作开拓交通运输市场的原因。

攻坚：以技术实力站稳东南亚市场

泰国是东南亚物流枢纽，当前正迎来交通运输绿色转型的加速期。然而当地高温高湿的气候特征，叠加干线物流、矿料转运、城建运输等多元复杂工况，对新能源商用车的考验远超一般市场。

OCR公司作为泰国本土商用车领域的资深力量，积极引导传统车队绿色转型。徐工汽车是中国新能源商用车领先企业，新能源重卡销量连续三年稳居行业第一，凭借成熟的属地化服务网络和良好用户口碑，加之产品卓越的安全性、可靠性、经济性，真正赢得OCR的认可。

依托徐工自主研发的三电核心技术，结合海外专属整车调校与高品控，徐工的产品在高温高湿、路况复杂的实际运营中保持了稳定性和经济性，逐步成为当地绿色运力的示范标杆。

当前，泰国新能源商用车需求正在加速释放。

在全球交通运输绿色低碳转型的进程中，徐工新能源商用车从产品的提供者，转化成为价值创造的建设者。徐工将以此次合作为支点，将“产品+场景”一体化解决方案向更多国家和地区复制推广。

6月13日，2026重庆车展一开场，长安马自达就带来了满满的看点。在“依然马自达”的主题下，品牌带着多款重磅全球车型亮相N8馆，不仅有情怀拉满的经典跑车MX-5，还有两款战略级新能源车——MAZDA EZ-6和MAZDA EZ-60，以及4月刚上市的EZ-60马年版，向外界集中秀出了转型新能源后的最新成果。现场还官宣了一波用户共创计划，并借着618节点，甩出一套力度不小的购车福利。

全球标准打造，拿奖拿到手软

EZ-6和EZ-60从一开始就是奔着全球市场去的，设计、安全、操控全是高标准。EZ-6刚刚拿下“2026世界年度设计车”，这也是中国新能源车头一回摘得这个大奖；EZ-60更猛，一口气集齐了8项世界顶级设计大奖，SUV里独一份。

安全上也不含糊，两款车都按中国和欧洲双五星标准开发。EZ-6手握C-NCAP、E-NCAP等5项权威安全认证，EZ-60的电池安全甚至提前满足了新国标和欧标要求。长安马自达还给所有新能源车主吃了颗定心丸——“电池终身自燃包赔”，不限里程也不限第几任车主。

开起来怎么样？EZ-60直接去赛场证明了。它在中国新能源汽车拉力锦标赛上，拿下了场地赛SUV组冠军和拉力赛总成绩亚军。车展现场，既是车主又是冠军车手的纪浩分享了他的参赛经历：开着完全没改过的纯电EZ-60，在6天910公里的高强度赛程里，面对的大多是增程和插混对手，最终靠车辆稳定的品质和“人马一体”的操控，从100台车里杀出重围。这算是把量产车的硬实力彻底验了遍。

[长安马自达车主、冠军车手纪浩]

出海势头足，国内销量稳

全球认可度上，长安马自达也没掉链子。它已经顺利拿到欧盟、英国、澳大利亚三大市场的整车认证，是国内头一个达成此目标的合资新能源车企。5月底，80多位来自欧洲、澳洲、泰国的经销商专程到南京工厂参观，对生产品控非常认可。目前，EZ-6和EZ-60在海外预售情况很不错，EZ-60在国内更已连续7个月拿下了合资新能源中型SUV的销量冠军。

长安马自达汽车销售分公司的执行副总吴旭曦说得很明确：“长安马自达现在就是马自达在全球的新能源整车设计、研发、制造和出口中心。我们可以向每一位用户承诺，你买到的是一辆真正的全球车。”

[长安马自达汽车销售分公司执行副总经理 吴旭曦]

和用户玩在一起，品牌变得更有温度

坐拥中国市场500万用户，长安马自达今年继续主打“用户+”的理念，搞了一系列共创活动，要把“依然马自达”这句话落到真实的连接上。参与活动的车主和马粉，都有机会去今年的粉丝盛典。

比如年初的“心愿之旅”，用户许愿、品牌帮忙实现，让关系更像朋友；累计11期的“车主故事荟”，讲了很多车主的真实生活——有捐资助学7年的公益人，有组织车友关爱特殊儿童的领队，还有因马自达结缘的情侣，让品牌多了许多温情底色。

[冠军车手纪浩（左）/“悦马创作家”孙靖依（右）分享自己的拥车生活]

“悦马创作家”和“全民经纪人”计划，则是给爱分享的车主搭台。00后EZ-60车主孙靖依就分享了自己作为新手的感受：“我平时工作忙，就用空闲时间发发用车体会。虽然是第一次参加，但车友和工作人员都特别帮忙。只要是马自达车主，喜欢分享、爱交朋友，都欢迎来玩。”

另外，5月启动的“青苗计划”第二季正走进多所高校，和年轻人聊设计、驾控、智能化，同步开启的EZ-60全国高校改装设计大赛，不仅能让好创意落地，还提供了暑期实习名额。公益方面，长安马自达已连续多年在云南捐建了12所希望小学，总投入超千万。6月又发起“每一公里都有善意”行动，把用户的出行里程直接转化为公益基金，用来改善孩子们的学习生活。

618福利拉满，购车好时机

借着车展的热度，长安马自达同步开启了“驭享夏日风情 悦享618大促”。从即日起到6月30日，买全系车型都能享受一揽子礼遇：以旧换新最高有17,000元厂家补贴加20,000元国家补贴，买指定车型还送价值7,999元的尊享套装，里面包含原厂充电桩、龙膜太阳膜和TPE脚垫后备箱垫。金融方面有0首付5年低息方案（年均费率1.99%），再加一份价值7,999元的终身零燃权益。去店里试驾新能源车，还能获赠一份国家非遗金陵金箔。具体详情可以咨询当地授权经销商。

“依然马自达”不是句口号。长安马自达在传承品牌基因的同时，确实把用户需求摆在了首位。未来，它会继续用全球标准造车，用真诚和用户做朋友。6月13日到21日，想感受这些全球车魅力的朋友，不妨去重庆国际博览中心N8馆转转。

On May 28, the all-new Geely Xingyuan was officially launched, with a full upgrade of the range across all models: 310km upgraded to 410km, and 410km upgraded to 480km. The new vehicle launches four versions: 410km Yearning Edition, 410km Surfing Edition, 480km Exploration Edition, and 480km Exploration+ Edition, with a limited-time special price of 61,800 Yuan to 91,800 Yuan. To cater to different user needs, the 310km range option remains available as an upgrade choice on the 410km version, with a price reduction of 7,000 Yuan after selection. From now on, users can place an order via the Geely Galaxy APP or WeChat Mini Program, enjoying ten car-buying gift benefits and limited-time super trade-in subsidies, among other generous privileges. Additionally, any user who places a major deposit and secures the order by June 30, 2026, is entitled to a super trade-in subsidy benefit of 3,000 Yuan.

With expert moves again, the all-new Geely Xingyuan officially launched this time, advancing the classic with five major upgrades for a comprehensive refresh. It delivers over 100 product enhancements to users, achieving over 25 class-exclusive features, providing class-exceeding experiences with generational-leading technology. As the 2025 China Auto Market Sales Champion across all categories, Geely Xingyuan delivered over 700,000 units in 573 days. It ranked in the top 3 for global new energy sales in the first quarter of this year and is the only Chinese brand model to enter the top 3 in global new energy car sales, continuously leveraging its champion momentum. At the launch event, Joey Yung, spokesperson for the all-new Geely Xingyuan, was present on-site to share her authentic story with the Geely Xingyuan, using her gentle yet firm strength to champion the new car and witness this renewal moment with over 700,000 users alongside.

Meanwhile, the new car collaborated with Xiaohongshu to create the nation's first mobile 'Immersive Journey' car launch event, inviting everyone to experience and enjoy the good life. Moreover, Geely Xingyuan partnered with cross-border brands such as CATL, Capybara, Colorkey, Goodbaby, and Myfoodie to innovatively create five major life scenarios: 'Harbor Home', 'Alley Home', 'Rainforest Home', 'Silk Road Home', and 'Nomadic Home'. Focusing on core daily travel scenarios and addressing real user driving needs, it redefines the value benchmark for pure electric small cars with champion strength.

Champion Strength One: Ultimate Driving Control Advancement — First Global Native Architecture + China-German Joint Calibration

Geely Xingyuan brings a calm, free, light, and agile driving feeling for every trip. This champion strength originates from Geely's first global native architecture and track-level calibration: Geely Xingyuan is the first in class to adopt native architecture, the first to be standard with rear-drive independent suspension, and the first to undergo global calibration pure electric small car, allowing users to feel for the first time that pure electric small cars can have ultimate driving control!

Excellent driving control must withstand rigorous testing. Currently, Geely Xingyuan has reached over 30 countries worldwide. The R&D team has mobilized global resources to conduct comprehensive verification across various extreme road conditions globally. This makes the all-new Geely Xingyuan fully upgraded in the three core experiences of 'Driving, Steering, and Braking', leading small car handling into the 2.0 era once again. The G-TCS 2.0 All-Weather Anti-Slip System retains the fun of rear-drive flexibility while ensuring no slipping, tail swing, or rolling on flat roads, slopes, and curves, allowing beginners to drive with ease. The new brushless steering system responds twice as fast, supporting three steering modes and self-learning at the steering center. The G-CST 2.0 Full-Scenario Comfort Braking System mimics the feel of an experienced driver, preventing the car from nodding during braking and ensuring no motion sickness while driving. Additionally, Geely Xingyuan is the only model in its class to successfully challenge the Hook Test at 130km/h and the first in class to pass the Moose Test at 80.7km/h. Its handling performance is comparable to sports coupes in the 200,000 Yuan range.

Champion Strength Two: Efficient Powertrain Advancement — All Models Standard with CATL + 480km Range + 19 Minutes Fast Charging

310km upgraded to 410km, and 410km upgraded to 480km, the all-new Geely Xingyuan achieves a full range of upgrades. The range is substantial, not just for show; it charges fast for long-term use and saves on electricity costs, easily handling both daily commutes and occasional long trips. It is the only model in its class with all versions standardizing CATL battery cells, liquid cooling temperature control, and an 11-in-1 highly integrated electric drive. The powertrain strength has been the class standard since launch. The new car is equipped with exclusive CATL next-generation battery cells, with an energy density of 190Wh/kg, offering a maximum CLTC range of 480km, sufficient for daily commutes and weekend trips. In cooperation with the class-exclusive active front grille and low-drag wheels, the drag coefficient is reduced by 15 counts, further increasing the actual range by 10km.

With a solid range, energy replenishment efficiency is also continuously upgraded. Regarding charging, 30% to 80% fast charging takes only 19 minutes; you can depart with a full charge in the time it takes to drink a cup of coffee. The liquid cooling system and the new BMS ensure fast charging regardless of cold or hot weather, without compromising battery life. Meanwhile, the class-exclusive Star-Rui AI Cloud Power 2.0 achieves full-link energy management, covering smart charge/discharge, valley electricity price identification, battery temperature maintenance, energy consumption diagnosis, and battery maintenance functions, ensuring every charge is efficient and every journey is stress-free.

Champion Strength Three: AI Smart Cockpit Advancement — Galaxy Flyme Auto 2 Smart Cockpit System + Eva Large Model

The all-new Geely Xingyuan brings warmth and intelligence into the cockpit, making the vehicle more user-friendly, intuitive, and comprehensive. It features the Galaxy Flyme Auto 2 Smart Cockpit System, powered by a 7nm automotive-grade Dragon Eagle 1 chip and 16GB+128GB memory. It features fast response, smooth operation, and is easy to use. Users can freely switch maps or favorite wallpaper desktops. Cute pet wallpapers support interactive features, adding fun to the cockpit.

The all-new AI Eva is the user's portable smart partner. The voice assistant 'Hi EVA' supports fuzzy command understanding and context memory, capable of handling vehicle control, Q&A, entertainment, and more. With just a command like 'Hi Eva, I want to go home', the vehicle automatically invokes the latest AutoNavi V850 to select the optimal route. Meanwhile, the infotainment system adds support for CarPlay, enabling seamless connection with iOS devices, offering all local common apps plus 200+ massive cloud apps to choose from. It also features thoughtful scenarios like Invisible Mode, Car Wash Mode, and One-Tap Car Finder, as well as a personalized 'thousand faces' custom assistant that automatically opens navigation and adjusts the AC after work. Full of exclusive welcoming rituals. From navigation to entertainment, from daily life to surprises, the all-new Geely Xingyuan's smart cockpit comprehensively covers all user daily needs.

Champion Strength Four: ADAS Advancement — Qianli Haohan ADAS H3 Solution

The all-new Geely Xingyuan is equipped with the Qianli Haohan ADAS H3 Solution, the same origin as high-end models. It covers multiple driving scenarios, with every function genuinely helping users improve their driving experience. The system has safely traveled over 1.38 billion kilometers and ranks first in user growth. Relying on the G-ASD Smart Driving Foundation and the Star-Rui AI Large Model, it delivers a smart experience that 'gets better with every drive' and 'gets smarter with every drive'.

Highway NOA is not restricted by road conditions or rainy/foggy weather, supporting voice-assisted lane changes, multi-scenario avoidance, and automatic ramp entry/exit. Users only need to lightly hold the steering wheel to easily drive long distances. The Full-Scenario MPI takeover rate exceeds 200 kilometers, equivalent to only needing one takeover after 3 consecutive hours of driving. Regarding parking, it supports full-scenario adaptation. The APA Parking Assist function supports one-key parking, fingertip parking, and remote control parking, covering over 300 parking scenarios. Addressing practical pain points like difficulty parking for new drivers or tension for female drivers, HPA Memory Parking supports over 2km ultra-long memory and centimeter-level precise positioning. After learning a route once, it can automatically park the whole way, featuring smart following, autonomous spot finding, and obstacle avoidance. If detouring temporarily, no relearning is needed, effectively reducing parking operation difficulty. Additionally, the DMS Active Fatigue Detection will timely remind the driver if fatigue or distraction is detected. Sentry Mode guards parking safety 24/7, recording video and sending it to the user's phone immediately upon anomaly. From departure to arrival, from driving to parking, the all-new Geely Xingyuan makes complex driving simple and reassuring, allowing users to devote more energy to the scenery on the road and the laughter of fellow travelers.

Champion Strength Five: Full-Dimensional Safety Advancement — Powertrain Safety + Active & Passive Safety

Safety is the gene carved into Geely's bones! For Geely, whether large cars or small cars, luxury models or mainstream models, all brands under the portfolio adopt the same safety philosophy and rigorous standards. Geely has built a global full-domain safety center with an investment exceeding 2 billion Yuan and released the 'People, Car, Road, Cloud, Star' integrated full-domain safety 2.0 system, covering four core safety domains: Life Safety, Health Safety, Property Safety, and Privacy Safety. The all-new Geely Xingyuan also adheres to this high standard, following the philosophy that 'Small cars must have big safety', taking small car safety to the extreme.

In terms of passive safety, the all-new Geely Xingyuan features a 'Five Verticals, Eight Horizontals' Star Armor Cage Body, like a solid yet lightweight suit of armor, with careful reinforcement at the front, back, left, and right. The front end utilizes three force transmission paths combined with a dual 'clover' energy-dissipation structure. On the sides, the distance from the battery to the sill is 149mm, with added dual anti-collision longitudinal beams. The rear features a 750mm long suspension with a dual 'well'-shaped rear subframe forming a solid barrier. Roof compression strength is increased to 3.4 times the vehicle weight. Materials in core areas like A and B pillars and the roof beam are upgraded. Even in a rollover or heavy object impact, the cockpit remains safe. Side curtain airbag pressure technology continuously protects the head during a roll.

In terms of battery life, Geely Xingyuan's verification standards have been increased to twice the national standard. After 1,000 cycles, battery capacity remains at 90.72%. Furthermore, a Geely Xingyuan with actual mileage of 84,000 km successfully challenged seawater corrosion, mud washing, underbody scraping on rough roads, and extreme fire tests among six major serial limit tests, achieving an industry first.

To further enhance battery safety protection, the all-new Geely Xingyuan goes the extra mile in unseen areas. It adopts industry-leading BDMU high-voltage device deep integration technology, combining the BMS battery management system and BDU high-voltage distribution unit into one, significantly reducing interfaces and raising reliability to a new level, reducing the risk of battery sealing failure from the root. Notably, on May 12, Geely partnered with CCTV to complete the class's first and only continuous frontal and side collision test. The high-voltage system powered down in time, the battery pack did not smoke or catch fire, the occupant cabin structure remained intact, airbags deployed precisely, and doors on the non-collision side opened normally. Additionally, the all-new Geely Xingyuan comes equipped with direct tire pressure display, DOW Door Open Warning, and Sentry Mode. With AEB Active Braking and AES Emergency Steering as a double insurance, it successfully passed 120 km/h static vehicle braking and 130 km/h 'Disappearing Leading Vehicle' active avoidance tests, with performance far exceeding industry mainstream levels.

Trusted by 700,000 Users, From China Champion to Global Top 3, The Champion's Road Never Stops

Always imitated, never surpassed. Relying on high standard from R&D to manufacturing and generational-leading product strength, Geely Xingyuan has always won industry recognition and user love. Since its launch in October 2024, Geely Xingyuan's cumulative deliveries have exceeded 700,000 units, equivalent to selling one every minute. It is not only the fastest model in the industry to achieve this milestone but also the 2025 China Auto Market Sales Champion. Entering 2026, Geely Xingyuan continues to lead and firmly remains at the top. In this year's first quarter global new energy vehicle sales ranking, Geely Xingyuan ranked in the global top 3 for the first time, achieving a new milestone for Chinese A0-class electric cars.

Geely Xingyuan is not only selling well domestically but is also widely acclaimed in overseas markets, currently available in over 30 countries and regions worldwide. In Brazil, sales broke 2,300 units within two months of launch; At the Thailand Auto Show, single-week orders reached 3,300 units, and it won the dual international awards of 'Brazil's Best Compact Electric Car of the Year' and 'Most Loved Electric Car at the Indonesia Auto Show'. On streets around the world, Geely Xingyuan is becoming a new, mobile business card for 'Made in China' intelligence.

The advancement of the all-new Geely Xingyuan raises the benchmark of 'High Quality, Great Value' for the Geely Galaxy brand on the pure electric small car track once again. In the future, Geely Galaxy will continue to adhere to the original aspiration of 'Building Smart Boutique Cars for Everyone', accurately grasping users' truest needs, and bringing products and services that exceed expectations in every market segment.

6 月 12 日，「十五萬熱愛，高光嚟來」BJ30 旅行家十五萬台下線暨高光版上市發布會在北汽株洲超級工廠舉行。為推進越野平權，让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。

年度全新版型——BJ30 旅行家高光版同步上市，定位輕越野 SUV，喺顏值、性能、體驗上全面躍升，超級置換價 8.29 萬元起。發布會上，北京越野仲喺央視鏡頭下直播拆解咗一台行駛 15 萬公里嘅 BJ30 旅行家，全網見證佢可靠品質。

北汽集團副總經理、北京越野董事長張國富表示：「BJ30 旅行家成為國內最快達成 15 萬台嘅輕越野 SUV。十五萬台承載住市場、行業同全球用戶嘅信賴，係速度嘅突破，更係十五萬次選擇鑄就嘅品質豐碑。佢係中國 HEV 技術交畀世界嘅答卷，更係中國智造嘅宣言！」

十五萬全球用戶認可，鑄就高光時刻

作為中國輕越野 SUV 最快突破 15 萬台嘅車型，BJ30 旅行家倚靠北京越野六十餘年專業積澱，以「超野、超大、超省」嘅硬核實力贏得認可。

· 超野：率先應用行業領先嘅「三擎四驅六模」HEV 混動架構，成為中國方盒子 SUV 首款 HEV 車型。三擎包括 41% 熱效率混動專用發動機、前後驅動馬達；智能四驅響應僅 30 毫秒，0.5 秒即可爆發峰值扭矩；六種模式自動切換，配合能量中鎖、四輪電子限滑及智電 ATS 全地形系統，輕鬆應對泥地、沙地等複雜路況。

· 超大：三排七座佈局，2820 毫米超長軸距，66% 超高得房率，1496 升超大後備箱。後排純平放倒秒變 1.92 米大牀；B 級方盒子超寬第三排，1.8 米成人乘坐依然寬敞；全車 38 處儲物空間，全家出行從容不迫。

· 超省：南非、印尼、阿聯酋、波蘭、墨西哥五國博主實測，百公里油耗唔超 5 升，一箱油續航超 1000 公里。無需充電樁，加油即走；首任車主享全車終身質保，無高壓電池包安全隱患，保養便捷，配件充足。

BJ30 旅行家既能帶你奔赴山野，亦能舒享城市通勤——輕越野 SUV 千篇一律，BJ30 旅行家萬里挑一。

高光版發布：顏值、性能、體驗三大躍升

值此十五萬台下線之際，北京越野推出全新版型——BJ30 旅行家高光版，喺「超野、超大、超省」基礎上實現三大高光時刻。

· 高光顏值：經典方盒子造型，五闋星環貫穿燈組，全套電感潮改套件、專屬星環輪轂、前後同色運動保險槓；全新橙色內飾與金屬紋理飾板，唔同年齡用戶皆能尋得熱愛。

· 高光性能：換裝高性能 AGM 電瓶，循環壽命為普通電瓶 3 倍；搭載保時捷同款渦輪增壓技術，整車充電效率 99%；後馬達功率由 55kW 提升至 70kW，匝道口匯入、路口起步、緊急避讓響應及時。

· 高光體驗：車身更高、視野更開闊，配備座椅加熱/通風、方向盤加熱；感應雨滴自動關窗；64 色氛圍燈隨音樂律動，打造移動舒適會客廳。

BJ30 旅行家高光版，用一臺車嘅從容裝下生活嘅兩面，把平凡日常過成高光時刻。

全網首拆 15 萬公里實車，央視見證真實品質

為回饋十五萬車主，北京越野推出「3 萬超級置換政策」，新老用戶均可享受。此外仲有五重尊享禮遇：質保禮（價值 6000 元全車終身質保）、金融禮（0 首期等）、呼朋禮（轉介紹至高 800 元京東卡）、升級禮（全系終身 OTA 免費升級）、流量禮（基礎流量終身免費，娛樂流量 2 年唔限量）。值此世界盃開幕，高光版限時開啟「燃情世界盃，高光贏大獎」活動：喺全國授權門店購車即可獲猜測資格，精准命中冠軍及決賽比分，再享 5 萬元購車補貼。

發布會現場，北京越野攜手央視財經對行駛 15 萬公里嘅 BJ30 旅行家進行拆車直播。結果顯示：發動機渦輪積碳極少、動力充沛；變速箱外殼完好無漏油、內部齒輪無磨損坑洼；電池包無鼓包、漏液、變質衰減；副車架、懸掛擺臂無鏽蝕或滲油，底盤平整度與新車差距極小。用料紮實、工藝可靠、耐久出眾，帶來更低維修成本、更長換車週期同每一次出行嘅安心。

同時，央視鏡頭深入北汽株洲超級工廠：焊接車間成百台機器人 100% 自動化，塗膠誤差唔超過髮絲；沖壓車間五千噸巨型設備一次性成型，保障車身均勻工整；噴塗車間全自動環保水性漆，有害揮發物降低六成以上，漆面耐曬耐腐蝕。每道工序嚴格品控，確保每一台 BJ30 旅行家品質達標，用戶買得放心、開得踏實。

十五萬熱愛，高光嚟來。作為越野世家，北京越野以多元產品矩陣精準佈局——BJ30 旅行家高光版以極致產品力同誠意價格，令每一份熱愛不被辜負；BJ40 增程長續航版以「可城可野極安全」陪伴用戶奔赴廣闊天地。未來，北京越野將繼續同車主並肩同行，共赴下一程山川湖海，每一個高光時刻。

From story to reality.

On Monday, June 8, markets opened. China's three major stock indices continued to decline, visually pleasing but financially distressing…

The last month of the first half of 2026, China's automotive stocks failed to welcome "warmth" at the start, instead struggling bitterly in the falling market.

As investors become increasingly sober, certainty is becoming the only hard currency in a weak market.

01

The first week of June (Week 21 of 2026), "AutosKline" statistics show 117 listed automotive companies on record, with an average stock price decline of 2.86% for the week. Although the decline narrowed significantly compared to the previous week, overall performance remains not optimistic, casting a shadow over the just-started June.

Among them, the number of declining individual stocks reached over a hundred, those rising were less than 30%, and most gains were low.

From the broader market perspective, the Shenzhen Component Index, Shanghai Composite Index, and Hang Seng Index weekly closed down 1.67%, 1%, and 0.88% respectively. Auto stocks significantly underperformed the broader market.

Looking at sectors, six major sectors mostly declined weekly. Only the Distributors/Retail/Aftermarket sector was spared, but achieved only a slight increase of 0.43%.

Among declining sectors, New Energy, Intelligent Mobility, and Passenger Vehicle sectors saw larger declines, with drop rates reaching as high as 5.33%, 3.15%, and 3.04% respectively.

Interestingly, the "Intelligent Mobility" sector was both the "Strong Zone" and the "Hard Hit Zone". Almost both the gainers and decliners lists were dominated by stocks from this sector.

From individual stocks, the "threshold" for the top 10 gainers was only an increase of 5.19%; while the "floor" for the top 10 decliners was a severe drop of 10.99%, showing the intensity of market risk aversion sentiment. Funds are leaving high-valuation, low-profitability growth stocks on a large scale.

02

Specifically, CaoCao Mobility from the Intelligent Mobility sector led the gainers list with a 17.31% increase. Its surge could not be separated from being included in the HKEX Tech 100 Index component on May 29.

Thanks to this, the expectation of passive capital allocation for CaoCao Mobility directly catalyzed the stock price higher. On June 1 and 2, the stock surged 15.38% and 9.14% respectively, laying a solid foundation for CaoCao Mobility's leading rise.

In addition, Huaya Intelligent, UiThinker, Youjia Innovation, and Howon Auto Electronics entering the Top 10 gainers all come from the Intelligent Mobility sector.

Among them, Huaya Intelligent ranked 2nd in the overall gainers list with a 14.14% weekly increase. On June 4, Huaya Intelligent hit the limit up, laying the cornerstone for its weekly trend. Its rise may benefit from SK Hynix's plan to double wafer capacity within five years, as global semiconductor equipment shortage sentiment warms up.

In addition, the dividend plan "10 shares get 2.5 yuan dividend" implemented on the record date of June 8 also played a driving role in short-term buying pressure.

UiThinker may have benefited from partnering with Seres to help the first overseas right-hand drive model Landian E5 Plus mass production in Indonesia, responsible for the mass production development of integrated driving and parking intelligent driving functions, marking that its passenger vehicle intelligent driving solutions possess global delivery capability, pulling stock price higher.

[Image Source: Youjia Innovation Announcement]

Youjia Innovation may benefit from the planned acquisition of 50% equity of Xi'an Tongtu Technology under ZTO Express, becoming a non-wholly owned subsidiary of the company. This marks that L4 unmanned logistics vehicles have entered the scenario scaling stage from technology validation.

Howon Auto Electronics oscillated upwards, possibly benefiting from NVIDIA having partnered with Unitree Robotics to launch the new generation humanoid robot reference design H2+. Market expectations are that Howon's previously developed robot "brain" in cooperation with NVIDIA is expected to produce synergy, greatly opening the imagination space for this stock.

03

The remaining Top 10 gainers are mainly concentrated in the Distributors/Retail/Aftermarket sector. Medauto ranked 3rd in the overall gainers with a 13.64% weekly increase. Meituan and Medauto Motor Holdings' gains were less than 10%.

Among them, Meituan rose against the current, possibly affected by narrowed losses in the first quarter. On June 1, Meituan announced Q1 2026 financial report. Revenue was about 91 billion yuan, operating losses narrowed significantly from the previous quarter's 16.1 billion yuan to 6.5 billion yuan, and the loss reduction exceeded market expectations significantly.

In addition, Sinotruk HK Stock from the Commercial Vehicle sector and Kai-Zhong Precision from the Components sector also entered the Top 10 gainers.

The rise of Sinotruk HK Stock may be driven by the recovery in heavy truck industry sentiment.

According to China Commercial Vehicle Network data, in May 2026, China's heavy truck market sold about 103,000 vehicles, a 16% year-on-year increase, not only achieving "three consecutive sales gains" but also creating a new record high for May sales in nearly five years.

It is not difficult to discover from the gainers list that verifiable sentiment realization is the most solid foundation for stock prices in a weak market.

Whether it is CaoCao Mobility gaining certain capital inflow due to index inclusion, or UiThinker and Youjia Innovation pushing L4 technology from "concept" to "mass production" through substantial orders and M&A, or Sinotruk benefiting from the real sales "three consecutive gains" in the heavy truck industry, all respond to market doubts with quantifiable and traceable fundamental changes.

04

In contrast, individual stocks purely relying on thematic imagination or liquidity premiums clearly lost ground in this week's fund competition battle.

EHang, Lead Intelligent, Pony.ai, WeRide, and Zhongying Electronic from the Intelligent Mobility sector also became "Hard Hit Zones".

Among them, EHang led the overall list with a 22.29% weekly decline, reflecting the cruelty after the conceptual stock bubble bursts.

On June 4, UBS analysts downgraded its rating directly from "Buy" to "Neutral", with the target price halved from 21 USD to 11.1 USD. The next day, the stock fell nearly 14.46%. The deeper reason is that commercialization progress was far behind expectations.

Worth mentioning, US May Nonfarm Payrolls increased by 172,000 people far exceeding expectations, completely breaking hopes for rate cuts and intensifying rate hike expectations. Tech stocks were dragged down by this and became one of the important factors affecting the stock's trend.

Or affected by this, among the stocks statistics from "AutosKline" with US stocks, except JD.com, stock prices in Week 21 all declined. Polestar, Pony.ai US stocks, and WeRide fell into the Top 10 decliners with drops exceeding 10%. At the same time, Lead Intelligent and Zhongying Electronic also fell into the Top 10 decliners with drops exceeding 10%.

Worth mentioning, from Q1 2026 financial reports of Polestar, Pony.ai, WeRide, and Lead Intelligent, losses all showed an expansion.

In addition, Ganfeng Lithium's decline may be due to lithium carbonate price recovery, with the market completely shaken on confidence in lithium price rebound.

Lirongheng's decline may be dragged down by contract litigation risk. The company announced that the contract dispute with Microvast upgraded bidirectionally. Lirongheng pursued debt of 26.38 million yuan, but was counter-claimed for 129 million yuan by the other party. Additionally, fundraising projects were announced to be extended, further exacerbating market concerns about its operating risks.

Overall, the core commonality of the decliners list is the huge gap between performance and expectations. EHang's commercialization speed was far behind the expectations previously overdrafted by stock prices. WeRide and Polestar still struggle to prove the feasibility of the profit path...

Views of AutosKline：

The rise and fall trend of auto stocks in the first week of June is like the capital market's liquidation of past bubbles and the chase for future certainty.

Especially the clash of being both "Strong Zone" and "Hard Hit Zone" within the same track reveals that capital is accelerating the abandonment of stories that cannot be fulfilled, instead embracing verifiable market sentiment.

Attachment: Weekly Trend of Six Major Auto Stock Sectors (5.29-6.5)

Content is original by [AutosKline]. Content reference material is from listed company announcements and industry public information (related companies and institutions should have an obligation to verify authenticity); some images are from the Internet, and copyrights belong to original owners.

Articles from this account. Without authorization, reprint is prohibited. Violators will be held accountable. At the same time, article content does not constitute investment advice to anyone! Stock market risks are high. Invest with caution!

On May 28, 2026, SAIC Group held the "First Global 100 Millionth User Delivery Ceremony" grandly at the Shanghai North Bund World Living Room. More than ten whole vehicle brands and 19 main models under SAIC, with the innovative form of "Global Relay Delivery", spanned continents and linked domestic and overseas markets, officially declaring SAIC Group as the first in China's automotive industry to break 100 million in cumulative production and sales, carving a historic milestone for the development of China's automotive industry.

From the first "Phoenix" sedan born in 1958, to today's global automotive group with a scale of 100 million vehicles; from local car making hammered by hand, to full industry chain synergy and intelligent manufacturing of Chinese globalization; from single product output to technology, brand, and service full value chain going global, SAIC has written the era's answer for Chinese cars to catch up, run alongside, and go from local to global with over 70 years of progress. 100 million vehicles is not only a quantum leap in production and sales scale, but also a heavy load of 100 million units of user trust, a testament to the strength of China's automotive industry's rise.

I. Over 70 Years of Progress: From "Zero Breakthrough" to "100 Million-Level Leap"

The development history of SAIC Group is a condensed history of China's automotive industry's progress.

In 1955, the Shanghai Internal Combustion Engine Parts Manufacturing Company was established, and Shanghai's automotive industry officially set sail. In 1958, the first generation of automotive workers manually assembled the first **"Phoenix" sedan**, achieving a "zero breakthrough" in Shanghai sedan manufacturing, opening the difficult exploration of China's independent car making. At that time, conditions were simple and technology was weak, but the seed of steadfastness for independence and pursuit of quality was planted.

After the Reform and Opening Up, SAIC seized the opportunity of the times and entered a new stage of joint cooperation and rapid growth. In 1983, the Santana officially came off the line, not only opening the tide of popularization of Chinese household sedans, but also driving the establishment of a modern automotive parts supporting system, promoting the systemization and standardization upgrade of China's automotive manufacturing system. In 1997, SAIC General Motors was established, achieving a "Shanghai Speed" with 23 months to go from "building factory to delivering vehicles", refreshing industry records, and simultaneously building the first joint venture exclusive automotive R&D and design center domestically, achieving a leap from manufacturing to R&D.

Entering the new century, SAIC firmly promoted independent innovation and brand upward movement. In 2006, the Roewe brand was born, sounding the horn for the comprehensive rise of independent passenger cars; in 2016, the world's first Internet car Roewe RX5 went on sale, opening a new era of automotive intelligence; in 2020, IM Motors appeared, targeting the global luxury market with a high-end intelligent electric track. From fuel vehicles to new energy, from traditional manufacturing to intelligent electric, from local layout to global operations, SAIC has always been at the forefront of industry transformation.

For over 70 years of wind and rain, SAIC has always adhered to the core concept of **"Know Cars, Know You Better"**. "Know Cars", is the ultimate pursuit of core technologies, is the continuous breakthrough of cutting-edge technologies such as full wire-controlled chassis, semi-solid state batteries, AI large models, intelligent driving; "Know You", is to convert hardcore technology into user-perceivable and enjoyalbe travel experiences, letting every innovation serve real car usage scenarios. From the first vehicle to the first 100 millionth vehicle, what changes is scale and technology, what remains unchanged is the original intention of sticking to quality and serving users. 100 million vehicles is the most powerful fulfillment of this original intention.

Full System Strength Support: Full Brand Matrix + Global Layout, Casting the Foundation of 100 Million Vehicles

Behind the 100 million vehicle scale is SAIC's full value chain closed-loop system covering six sectors: whole vehicles, parts, mobility, financial services, international operations, and innovative technology, and the strong comprehensive strength of synergy between independent and joint ventures, passenger and commercial vehicles, and domestic and overseas linkage.

Sales data corroborates hardcore strength: From January to April 2026, SAIC Group's cumulative sales reached 1.302 million vehicles, ranking first among Chinese automakers for four consecutive months; among them, independent brand sales were 910,000 vehicles, accounting for nearly 70%, becoming the core engine of growth; new energy vehicle sales were 412,000 vehicles, stably in the first echelon of the industry; overseas market sales were 459,000 vehicles, surging 50.2% year-on-year, continuing to lead Chinese brand exports.

This global relay delivery, SAIC's full brand matrix made a powerful appearance. Independent brands went all out: Shangjie Z7, Huajing S, Roewe M7, MG4 Semi-Solid State Battery Version, Wuling Starlight 560, Maxus eDeliver5, Hongyan Heavy Truck, Yuexing Dana T1, SUNWIN Electric Bus, Iveco Juzing EV and other models were delivered in batches, covering household commuting, family travel, business operations, logistics transportation, urban public transport all scenarios, meeting users' diversified needs.

Joint ventures entered the "Joint Venture 2.0" technology co-innovation stage, showing heavy results: Volkswagen ID. ERA 9X globally debuted with Momenta R7 Reinforced Learning World Model, delivered over 7,000 units in the first month of listing; AUDI E7X is planned to become Audi's first model globally landing L3-level autonomous driving; Buick Zhijing E7 is built on the "Xiaoyao" Super Fusion Architecture, sales broke 10,000 units in the first month of listing. From "Market for Technology" to "Technology Defines Products", SAIC achieved a complete role leap, leading the new direction of high-quality development of joint ventures.

Global layout is the key support for SAIC's 100 million leap. As a pioneer in Chinese automotive "Going Global", SAIC has already deployed over 100 parts bases and over 3000 dealer outlets overseas, built 3 Global R&D Centers in London, as well as 4 overseas manufacturing bases in Thailand, Indonesia, India, Pakistan; Anji Logistics formed 42 professional Ro-Ro ships, opened 8 international routes, building an efficient global logistics system.

Currently, SAIC's products and services have covered over 170 countries and regions worldwide, with cumulative overseas sales breaking 7 million vehicles. MG brand ranked first among Chinese brands in European sales for 11 consecutive years, European annual sales broke 300,000 in 2025, becoming the first Chinese automotive brand to break 1 million in cumulative sales in Europe and the UK. In March 2026, MG released Semi-Solid State Battery and Hybrid + Hybrid Technology in Germany, breaking 20,000 units in a single month overseas, winning global market recognition with hardcore technology. SAIC is moving from "Product Going Global" to "Value Chain Going Global", letting Chinese Intelligent Manufacturing shine on the global stage.

User-Centric: 100 Million Trusts, Originating from "Know Cars, Know You Better"

SAIC's 100 million leap is essentially the accumulation and precipitation of user trust. In this delivery gala, there was no grand technology presentation, but focused on every real user, letting ordinary people become the protagonists, vividly interpreting the deep connotation of "Know Cars, Know You Better".

GET App founder Luo Zhenyu served as the 001st Experience Officer for Huajing S, from praising Huawei Qiankun Smart Driving to deeply visiting the factory to witness the off-line, recognizing SAIC's dual strength of technology and quality; former national team player Yang Chen chose Volkswagen ID. ERA 9X, valuing its high-efficiency range extender system and consistency with long-termism values; charity blogger Liu Jia stuck to mountain area charity for five years, was moved by Buick Zhijing E7's "Full Score Cockpit"; London doctor Natalia inherited family MG sentiment, returning couple brought overseas car usage memories back to the motherland; there were also bulk users such as logistics enterprises, bus companies, tourism teams, letting SAIC become a reliable partner for fighters.

From tech bloggers to sports stars, from public welfare persons to entrepreneurs, from overseas users to local families, every user's choice is an endorsement of SAIC products and services. SAIC always insists that the ultimate value of technology is to serve people, the ultimate goal of car making is to guard every journey, warming every family. 100 million vehicles is the carrying of 100 million life stories, the guard of 100 million beautiful journeys, and more 100 million heavy trusts.

At the product level, SAIC oriented by user needs, built a product matrix covering all categories, all price points, all scenarios. Home cars pursue comfort and energy saving, high-end car owners focus on intelligent luxury, commercial vehicles focus on reliability and efficiency, new energy vehicles achieve range and safety balance. At the same time, continuously upgrading quality and experience, from infant-level healthy cockpit, full domain security protection, to intelligent interaction, comfortable chassis, every detail is polished around users' real car usage scenarios, letting high-end inclusion, letting technology approachable.

Start New Journey: Starting from 100 Million Level, Towards the New Era of Smart Electric

100 million vehicles is a milestone, but also a new starting point. Facing the wave of smart electrification, SAIC in the posture of "Second Entrepreneurship", full sprint for new heights of the global automotive market.

Technology innovation continues to lead: Deeply cultivating solid / semi-solid batteries, full wire-controlled chassis, AI large models, high-level intelligent driving and other cutting-edge technologies, promoting core technology autonomous and controllable; global R&D system synergy effort, quickly transforming laboratory technology into mass production configuration, letting users enjoy tech dividends first.

Brand upward movement is unswerving: Strengthen IM, Roewe, MG, Wuling and other independent matrices, upgrade Volkswagen, Audi, Buick and other joint venture brands, form a high-low matching, domestic and overseas coordinated brand system, meeting global users' differentiated needs.

Global strategy depth promotion: Deepen "Glocal" Global + Local strategy, expand overseas production capacity and channel layout, promote technology, standards, services synchronously going global, improving Chinese automotive brands' global voice.

User service comprehensive upgrade: Stick to "Know Cars, Know You Better" concept, with user full lifecycle experience as the core, building a more considerate, more convenient, more intelligent service system, letting every user feel SAIC's temperature and sincerity.

From 1955 to 2026, from the first vehicle to the first 100 millionth vehicle, SAIC witnessed and promoted China's automotive industry from nothing to something, from weak to strong. 100 million leap is a breakthrough of scale, a victory of technology, a result of globalization, and more a crystallization of user trust.

Standing at a brand new historical starting point, SAIC will continue to adhere to the original intention, stick to innovation, deep dive into users, lead globally, walk together with 100 million users and global partners, with the power of Chinese Intelligent Manufacturing, create a better travel future together, and continue to contribute to China moving from an automotive powerhouse to an automotive strong country!

蜜雪式的打法，真的奏效了？

2026年的新能源牌桌，正以“月”为单位剧烈重构。

乘联会预测，5月新能源渗透率将超过62%，燃油车的份额被压缩至不足四成。

更关键的是，3万辆——这条曾被视作“头部登顶线”的数字，如今挤进了7家品牌。而榜首的零跑，把这条线拉高到了8万以上。

格局在变薄，也在变厚。变薄，是因为领跑者一骑绝尘；变厚，是因为追赶者的梯队从未如此拥挤。成功之路只有一条吗？在大戏落幕前，谁又知道呢？

零跑“8万+”时刻

零跑5月卖了8.15万辆，同比增长81%。

过去很长一段时间，造车新势力喜欢讲高端、讲智能、讲品牌向上。仿佛谁站得越高，谁就越有故事。只是，零跑走了另一条路，几乎沿用了“蜜雪冰城”的打法，把重心放在10万-20万元级的家庭用户身上。

这个价位区间的用户覆盖更广，但对价格也更加敏感，同时，也很难讲出一个特别“性感”的资本故事。只是，做事逻辑就得非常接底气了，回报则是，一旦成本、口碑和渠道效率达到一定程度，销量弹性也会更大。

比如，A10单月交付破2万，将激光雷达和高通8295芯片压入10万以内；C系列全球累计销量超80万；D19新增订单维持在万辆以上。三条产品线，三个价格带，精准锁定主流家用市场的三个关键节点。

也正因如此，零跑的领先不是“爆款独撑”，而是“矩阵协同”的结果。

但隐忧则在于，还要不要品牌向上？还要不要高利润？在高价位市场，“蜜雪冰城”式的打法还玩得转吗？其实，零跑啥都懂，不然也不会提出“另立一个新品牌”的想法了。

蔚来逼近4万，理想承压，小鹏微升

5月的第二梯队，都值得细品。

蔚来交付37705辆，同比增长62.3%，环比增长28.4%，多品牌战略的协同效应开始兑现。

其中，蔚来品牌20013辆，乐道12029辆，萤火虫5663辆。三个品牌，三个细分赛道，三级阶梯式的用户承接。

但有一个问题仍然悬而未决：乐道的品牌独立性和用户认知能否真正跑通？如果只是靠主品牌下放渠道和资源输血，多品牌反而可能拖累整体效率。

从某种程度上讲，乐道必须走量，而这一波车型焕新，且看成效了。

理想汽车5月交付33350辆，同比下降18%，环比微降约0.2%。

话说回来，理想汽车历史累计交付突破170万辆，仍然是最具底蕴的新势力之一。但有两个信号值得警惕：一是连续两月同环比双降；二是随着竞品在相同价格带的密集投放，理想的差异化壁垒正在被侵蚀。

i6连续三月交付破2万，L9新款发布两周订单破万，但增量能否及时填补基本盘的下滑，仍是未知数。

更值得关注的是财务层面：理想Q1由盈转亏，净亏损22.76亿元，车辆毛利率从19.8%断崖式跌至6.1%。盈利标杆的失守，可能比销量的放缓更能影响资本市场。

小鹏5月交付32158辆，环比增长3.6%，创下2026年以来月度新高。

其中，小鹏GX于5月20日上市，12小时大定24863辆，Ultra旗舰版占比超八成，6月大规模交付后有望拉动整体数据。

MONA家族则会继续引入新成员，包括L03和L05，有机会共同做大MONA的潜在市场。

小米连续第二个月站稳3万+台阶，从单车的品牌热度到多车型的产品布局，小米正在完成从“话题制造者”到“市场参与者”的角色切换。

今年一整年的销量目标是55万辆，1-5月已完成14至15万辆，估计还有40万辆的“缺口”，

那么，在剩下的月份里，平均月销量需要超过5万辆了，压力不小。或许，增程产品面世之后，应该有机会再圈一波新用户了。

鸿蒙智行5月交付46122辆，环比增长41%，重回榜单前列。

特别提一下，问界M6首个完整交付月破2万台，尚界Z7于5月30日开启交付，两天交付超2000辆。华为生态的品牌号召力加上多品牌矩阵的打法，正在形成独特的竞争壁垒。

创二代们，腰部爆发

先看一份“创二代”5月销量快报：

极氪：34377辆，同比暴增81.8%，连续4个月同环比双增长，创历史新高。9系和8系旗舰车型销量占比近50%，单车成交均价超36万元；极氪009在新加坡市场起售价高达40.99万新币（当时约合人民币221万元）。

这组数字说明极氪已经不只是中国自主品牌的突破，而是进入了全球豪华汽车市场的主流视野。量价齐升的逻辑并不复杂：旗舰打口碑，中端走规模。当9X、009的超高客单价为品牌锚定溢价能力之后，8X、001等走量车型的用户接受成本自然下降。

深蓝：33243辆，同比增长30%，连续三个月超3万，累计交付突破85万辆。

深蓝的路径值得反复咀嚼：它的节奏不是“爆款引爆”，而是“三线推进”。S05、S07、S09三款车型同时热销，产品线覆盖10万至20万主力区间。

这种打法没有爆款一夜封神的戏剧性，但在存量竞争中，多产品线同步走量、互为支撑，体系韧性反而更强。

广汽埃安：33140辆，同比增长23.8%，连续多月同比正增长。

埃安N60正式上市，全系标配激光雷达、文远知行L4同源算法、零重力座椅、五连杆后悬，售价10.98万-12.98万元，首月销量突破5000辆。这种“技术普适化”的打法，与零跑A10的底层逻辑如出一辙。

岚图：13003辆，同比增长30%。比销量数字更重要的是，岚图在全国线下触点覆盖超100个城市，自建充电站达130座。当补能体系与渠道网络真正成型时，销量的天花板自然会被顶开。

智己：10023辆，连续两个月破万，1-5月累计销量同比大涨115%。智己LS8上市后拉动了一波订单量回升，且看之后的持续爆发力了。

阿维塔：7336辆创年内新高，且呈逐月加速态势，整体是向好的。

有一说一，“创二代”们守住了自己的阵地，并没有在格局变化中被彻底颠覆，至于能扛大旗者也已经从极氪、深蓝两个头部向腰部的多处节点扩散了。

写在最后

2026年的新能源汽车市场，正在经历从“普惠式增长”到“存量搏杀”的剧变。价格战常态化，多数车企收缩战线，以盈利为第一目标。淘汰赛的规则很简单：卖得动就活，卖不动就退。而卖不动的信号，往往藏在连续两三个月的环比下滑之中。

5月的数据，是这场淘汰赛中一份清晰的成绩单：零跑率先走通“主流市场规模化”的路径，蔚来多品牌协同初见曙光，理想面临换代阵痛，小鹏仍在寻找新的增量爆点，小米持续稳住3万档。而“创二代”的集体放量，正在新能源市场的腰部构建一道宽阔的护城河。

电动化竞赛的下半场，变量既来自新势力的激进提速，也来自“创二代”的稳健进击。多头并进的格局一旦形成，未来的竞争将不再是单一维度的速度之争，而是覆盖研发、制造、渠道、服务的全链路系统之战。

而这样的竞争，会怎么演变，拭目以待了。

本文作者为踢车帮 晞贝

The tide surges in Pujiang, witnessing the dream-chasing journey of China's automotive industry. May 28, Shanghai North Bund World Living Room, when SAIC Motor Chairman Wang Xiaoqiu handed the keys of the IM LS9 Hyper to Momenta CEO Cao Xudong, a historical number froze at this moment - 100,000,000.SAIC Group has become the first automotive group in the history of China's automotive industry to cumulatively exceed 100 million units in production and sales, casting a new milestone for China's automotive industry.

This was a breakthrough press conference from tradition. When overseas users exceeded 6 million,with Shanghai as the origin, live signals crossed mountains and seas, connecting five continents. 15 brands and 18 models under SAIC Group became a "Global Relay" spanning the Eurasian continent, weaving delivery sites for users scattered around the world into a flowing historical scroll. In the lens of Oriental TV, time zones switched, languages changed, but the warmth in the palm when staff handed over the car keys to each user was identical.

The tide speaks not, flowing to the sea. These 100 million units measured not only SAIC's over 70-year car-building journey, but also reflected the era leap of China's automotive industry from "Chasers" to "Leaders". These 100 million units are historical opportunities given by the era to SAIC, and are trust monuments cast by 100 million choices from global users.

From 1958, the staggering start of the first Phoenix sedan, to 2026, SAIC's 100 millionth car - IM LS9 Hyper full specification launch, today, when China's annual car production and sales have ranked first in the world for consecutive years, and Chinese brand products drive into the streets and alleys of global markets, people see not only an industry becoming from large to strong, but also the silhouette of a manufacturing power marching forth strongly in the process of modernization.

Grateful to the Era

On the Drumbeat of "Technology Empowerment"

Build Good Cars Belonging to This Era

The climax of the delivery ceremony froze on the 100,000,000th car - IM LS9 Hyper. Full drive-by-wire steering, Lingxi Digital Chassis 3.0, Star Super Extended Range, these terms once stuck on technical blueprints are now reality within reach for 300,000 RMB-level users. It is the accumulation of all achievements of 70 years of SAIC's technical accumulation, and is the answer sheet SAIC delivered in this smart electric era.

In 1958, the hammering in the alley small factory struck out the first Phoenix sedan,answering the question "Can Chinese people build their own sedans?"; In 1983, the first domestic Santana drove off the production line, the iron rule "Never accept inferior substitutes",answered the question "Can China build a modern automotive industrial system?"; In 2000, Buick Sail shouted "100,000 Yuan Family Sedan",answered the question "When can sedans enter Chinese families?"; In 2016, Roewe RX5 opened the door to "Internet Car",answered the question "How can cars become smart terminals?".

And today, when "Technology Empowerment" becomes a new era proposition, comprehensive transformation to smart electric, being the first to mass-produce semi-solid-state batteries, drive-by-wire chassis and these technologies, make SAIC's answer more vast.

150,000 RMB-level Hualing S turns Huawei Qiankun Smart Driving Full Bundle into "National Standard"; 200,000 RMB-level Shangjie Z7 is equipped with 896-line LiDAR and Huawei ADS 4.1, pre-orders exceeded 12,000 units 27 minutes after launch; SAIC Volkswagen ID.ERA 9X, Audi E7X and other joint venture flagship models use Momenta R7 world model and SAIC deep co-creation smart chassis - "Joint Venture 2.0" is no longer technology introduction, but a two-way rush of "In China, For China, Defined by China" between Chinese and foreign parties. From 50,000 RMB-level commuting cars to 500,000 RMB-level luxury flagship, from Pure Electric, Extended Range to Plug-in Hybrid, HEV, SAIC uses a product matrix covering full scenarios, full price range,allowing people of different eras, different needs, to find their own "Car of the Era".

Cao Xudong, owner of number 100,000,000, is Momenta CEO, and also a "Founding Lighthouse Partner" who fought side by side with SAIC IM from its very beginning. When he took the keys, he said Momenta Level 3 Autonomous Driving Capability will be launched on SAIC first. He himself will not only personally drive this car, but will also use it first for verification testing in the process of developing L3 autonomous driving, ensuring that mature, reliable systems are delivered to users.

The Era is the Question Setter, SAIC is the Answer Sheet Provider. Twelve years ago, the directive "Developing new energy vehicles is the only way for our country to move from a car nation to a car power" pointed the direction for SAIC; twelve years later, SAIC proved with a 100 million units milestone: every opportunity given by the era was steadily caught.

Grateful to Users

Know Cars, Understand You Better

It is Responsibility, and also the Greatest Motivation

If "100 million units" is SAIC's answer sheet to the era, then these 100 million choices are the medals users returned to SAIC.

The essence of 100 million units delivery is 100 million vibrant trusts, 100 million warm lives. These 100 million choices are distributed in over 170 countries and regions worldwide, scattered in countless specific life scenes.

In London,Intern Doctor Natalia inherited her love for MG from her grandfather. The classic MGB in her childhood was a dazzling existence for her, she often sat inside the car, longing to drive it herself someday. Today, she becomes an owner of MG4 EV Urban.Two generations, two cars, one brand, completing a brand inheritance spanning space and time.

In Jakarta,Indonesia National Footballer Egi Maulana Vikri chose Wuling Eksion because "It understands the needs of a family trip".In Singapore,DHL Senior Vice President Herbert took the keys of SAIC Maxus eDeliver 5. SAIC Maxus has become the preferred partner for DHL Global Green Logistics, a green certificate for China Intelligent Manufacturing to help the global logistics giant achieve carbon neutrality goals. Wherever the car tracks go, languages differ, but that confirmation of "This car understands me" is identical.

In China, thousands of SAIC users open thousands of lives with car keys.

Some choose SAIC for "Self-joy".Post-95 Tech Blogger Han Junxi is already an owner of three AITO cars, because believing in the synergy value of "Mature Enterprise + Frontier Tech", he drove Shangjie Z7 home immediately; `ELLEMEN Rishi` Assistant Publisher Shen Jimin chose Audi E7X because "True luxury never follows the trend of copying"; Car Culture Blogger Tang Xinzhuo, with thirty years time, fully collected the evolution history of Cadillac from DeVille to Kaiweide, under the plane trees of Sinan Mansions, he blended American Luxury and Shanghai Style into one.They choose a car, that is choosing a compromise-free lifestyle attitude.

Some choose SAIC for "Family Joy".Dedao App Founder Luo Zhenyu, as a father of twin daughters, was struck by the design that "Even parked in the garage looks eye-catching" and the sense of security of Huawei Qiankun Smart Driving when witnessing Hualing S come off the line in Liuzhou Factory; Former German National Team Men's Footballer Yang Chen found resonance in ID.ERA 9X - "True strength is never a flash in the pan, but long-term trust and solid".For them, cars are moving homes, containers of love.

Countless others choose SAIC for "Wealth Creation" and "Responsibility".Post-85 Village Party Secretary Pang Fuqiang drives Wuling Rongguang Pure Electric Version 8-9 kilometers every day, sending hot meals of 2 Yuan per meal to 74 left-behind elderly, CCTV Camera Lens recorded his persistence in the cockpit; Taiyuan, Shanxi Hongyan Heavy Truck Fleet, "Endures the hardships of engineers, understands the toughness of Shanxi people" on complex mountain slopes; Luoyang, Henan Iveco Juxing EV, shuttles between High-speed Railway Station and Laojun Mountain, becomes a capable assistant for Culture and Tourism Green Transition; Shanghai Jiading Public Transport Sunwin Pure Electric Bus, carries the daily urban public transport; Yuejin Danaka T1 fleet, starts in the dawn of Urban Distribution Logistics, provides green capacity for Express Delivery and Fresh Produce circulation.Their cars may not have gorgeous configurations, but every kilometer is paving the road for a better life.

The tide is level, the banks are wide; the wind is favorable, the sail hangs straight. Today, SAIC welcomes the historical moment of delivering the global 100 millionth user.This is not only a milestone of enterprise development, but also a brand new starting point for SAIC's second entrepreneurship.Standing at the critical gateway of industry change, the significance of second entrepreneurship is extraordinary: it is a necessary choice to break the stock competition and reshape core advantages, a key path to solve transformation difficulties and activate internal dynamism, and more importantly a responsibility and commitment to carry out the mission of national automotive industry and lead Chinese cars to global leadership. Facing the future, SAIC will always keep the sharpness and enterprising spirit of second entrepreneurship, with technology innovation as the core, with user first as the foundation, advance bravely on the Smart Electric New Track, and constantly write new answer sheets for high-quality development on the New Journey of the 15th Five-Year Plan.

100 million units delivery is not the end of the story, but the overture of service upgrade. SAIC specially delivered the 100 millionth and 100th car to Liu Jia. This ordinary Hairstylist persisted for five years to regularly drive through Guangxi mountains just to give left-behind children a free haircut. This April, his car broke down on a rugged mountain road, Buick stretched out help at the first time, providing roadside rescue in time. Liu Jia was also moved by Zhijing E7's "Full Score Cockpit".

The 100 millionth car is a milestone, and the 100 millionth and 100th car is daily life.The glory of 100 million units belongs not only to SAIC, but also to every owner who creates extraordinary in ordinary.

Recently, Geely announced its May overseas sales figures. Overseas export sales exceeded 85,000 units, hitting a new record, with a year-on-year increase of 184%.

In April, Geely's overseas new energy vehicle sales increased by 624.5% year-on-year, ranking first among Chinese new energy vehicle brands for overseas growth rate again.

In segmented markets, Geely's sales performance continues to flourish across multiple areas. Among them, only 14 months after entering the Australian market, delivery volume surpassed 10,000 units, becoming one of the fastest-growing Chinese automakers locally; meanwhile in the Brazilian market, sales climbed to over 4,000 units, refreshing the highest single-month sales record in that country. The Mexican market accumulated sales of 16,000+ units from January to April, creating a new historical record.

The Geely EX2 achieved B-segment hatchback new energy vehicle sales Top 1 in multiple markets including Mexico, Indonesia, and Costa Rica; The Geely EX5 became the sales champion in the pure electric SUV-C market in the first quarter in multiple countries such as Australia, the UAE, and Uruguay. Zeekr models 7X and 009 became the sales champions in the segmented markets, among which the Zeekr 7X topped the sales chart in the Australian market again, surpassing the long-time market leader Tesla Model Y.

Facing pressure from surging orders, Geely relied on the Ningbo overseas export hub, simultaneously deploying Ro-Ro vessels, container ships, and international railway trains to conduct sea-land intermodal transport, fully guaranteeing complete vehicle delivery. The head of international business at Geely Auto Group Logistics Center stated in an interview that currently multiple transport routes have been urgently added, forming a capacity resource layout of 4 major rail ports and 6 major sea ports, equipped with two self-owned Ro-Ro vessels, and multiple new cross-border transport lines have been opened to continuously supplement various capacity resources, capable of stably shipping nearly 10,000 new vehicles to core European ports monthly. The China-Europe Railway Express Geely special train operates regularly, reducing transport time by 40 days compared to sea transport. In the future, to cope with the explosive growth in overseas sales, Geely will continue to expand its overseas transport scale and further optimize vehicle delivery timelines.

The surge in Geely's overseas sales intuitively demonstrates Geely's strong product capabilities and the implementation of its localization strategy, and further reflects the strong strength of Chinese automobiles in the field of high-end and technology exports.

June 15, 1405, the 3rd Year of Yongle of the Ming Dynasty.

Emperor Chengzu ordered Zheng He, a fourth-rank Director of the Palace Affairs, to lead a fleet of over 240 large ships with 27,400 crew members to set sail and visit more than 30 countries in the western Pacific and Indian Oceans.

Zheng He's fleet was loaded with export trade goods such as blue-and-white porcelain, silk, gold and silver ware, spices, and also ceremonial clothing, ritual vessels, and exquisite silk textiles bestowed by the Ming Emperor to governors of various countries. 

This fleet commanded by Zheng Hethe largest fleet in the world at that timesailed to the Western Seas seven times, and its route was later called by historians the Maritime Silk Road.

Today, more than 600 years later, another much larger ship whistles and sets sail again.

But this time, there are no exquisite silks and ceramics on board,but rather, it is filled with automobiles, new energy vehicles.

The overseas journey of Chinese automakers began from here.

01. The Front Line Does Not Lie

A fact is, over the past 5 years, the strategy of many traditional brands globally has been two words,Retract.

The Mercedes-Benz passenger car factory in Brazil was shut down, Ford even no longer produces complete vehicles in Brazil, GM withdrew from Thailand manufacturing, Nissan closed the Barcelona factory in Spain... and there are many European factories where capacity utilization is even less than 10%.

Taking over areChinese automakers who have been expanding wildly overseas since 2023.

BYD is planning an industrial base in Bahia, Brazil; Chery is restarting the original Nissan Barcelona factory in Spain through Ebro; Great Wall has acquired the original Mercedes-Benz factory in Brazil and the original GM Rayong factory in Thailand; Leapmotor, Dongfeng and other brands are exploring localised production in Europe through Stellantis' existing system.

Some people call this phenomenonthe 2.0 era of going global:

Compared to the complete vehicle export of Era 1.0, Chinese automakers not only knocked open the doors of the world, but also began building new bases globally.

Looking globally, Thailand has become an important production base for brands such as BYD, Changan, GAC Aion, Great Wall, and is also the overseas bridgehead for Southeast Asia and Australia;

Brazil, thanks to cooperative projects with BYD, Great Wall, GAC, Geely/Renault, radiates to the South American auto market;

Turkey still plays the role of the Eurasian land bridge, helping Chinese automakers pry open the doors of the European market and the West Asian region...

In 2025,China's new energy vehicle exports reached 3.43 million units, a 70% surge year-on-year;pure electric vehicle exports reached 2.6 million units, with a market value of about $70 billion, a year-on-year increase of 43%.

Among them, imports from 66 countries exceeded $100 million, and the top three Belgium, UK, and UAE import values were $6.6 billion, $5.9 billion, $3.5 billion respectively—

In the shopping cart of imported goods,for every $3 million gathered, one Chinese electric vehicle must be paired.

Such crazy export growth obviously threatens the cheese of too many people.

The EU's anti-subsidy investigation and additional tariffs are lessons from the past.

Therefore,local factory building has become the only solution for Chinese automakers to go global.It can both avoid tariff risks, reduce logistics costs, further approach terminal users, and meet local policy requirements for employment and taxes,killing three birds with one stone.

According to incomplete statistics, this table of Chinese automaker acquisitions and new factory constructions is really long.

From the data perspective, in the 3-year period from 2022 to 2024, China's enterprises' overseas direct investment in the new energy vehicle value chain averaged $30.4 billion annually,surpassing domestic investment for the first time.

Battle reports may lie, but the front line will not. Agile capital will surely invest money into places with higher profits.

But as the saying goes,The gifts fate gives have long had a price marked in the dark.

02. Is Foreign Money Easy to Earn?

According to data from the China Passenger Car Association, in Q1 2026,the overall profit margin of the auto industry dropped to 3.2%,far below the downstream industry level of 6%, and cut in half compared to previous years.

Automakers exhausted by competition, either actively or passively,have turned their gaze to the overseas market where competition is not saturated.

But for Chinese automakers, building factories overseas, acquiring old factories, taking over idle capacity is not simply copying mature domestic models overseas, but entering a system with completely different laws, unions, supply chains, policies, and brand public opinion.

Among these, hidden dangers also exist.

Some time ago, the International Energy Agency IEA released the report "Global EV Outlook 2026". Among them, one data point is especially thought-provoking:

As of 2025, Chinese automakers' overseas annual capacity reached 1.7 million units, of which Thailand accounted for more than 30%, Indonesia more than 20%, the focus of layout is still in Southeast Asia.

But the question is, the capacity utilization in these two regionsis only 20% and 15%!

This means that Chinese automakers' overseas capacity expansion,faces the first risk: if sales cannot be supported, it will be overcapacity.Either factories idle, or price cuts for promotion.

The second risk point is that old factories bought at low prices may not be bargains, but historical baggage.

Many factories were unscrupulously abandoned by automakers, not necessarily because of weak sales, but possibly due to low production efficiency, old equipment, unsuitable vehicle platform, high production costs, etc.

Taking Russia as an example, after Nissan and Volkswagen withdrew, their old factories were managed by the Russian local enterprise Vaz (which is the Volga we know).

The Lada cars produced by the factory have old technology, and evenlack the high-voltage operating environment required for producing new energy vehicles.Even the employees are technical workers who have been working on fuel cars for their whole lives, completely unable to understand new energy vehicle platforms and fast-paced production.

If rebuilding the three-electric systems, software calibration, electronic electrical architecture, thermal management, and high-voltage safety systems required for producing new energy vehicles,the renovation cost is no different from building a brand new factory,production lines, quality systems, supply chains, personnel training... all need to be readjusted.

The third is union and compliance risks, which are seriously underestimated by many companies.

The high-intensity, high-response speed, and centralized management we are used to domestically,cannot be simply replicated overseas.Accustomed dormitory bunk beds will even attract investigations into labor contracts, accommodation, and working conditions.

Since the power of unions in many countries is extremely great, once they organize strikes,the impact on production will be incomparable,and may even affect future factory approvals, government subsidies, public opinion, investor relations, and brand image.

The fourth risk comes from the supply chain: complete vehicle localization is easy, core component localization is difficult.

The competitiveness of a new energy vehicle core is not in the final assembly factory, but in the whole set ofcost control capabilitiesfrom three-electric to thermal management, from electronic electrical architecture to software, from tires to windows.

Chinese automakers can quickly establish final assembly factories overseas.

But if key components are still imported from China,the problem arises—

Long logistics cycles, high inventory costs; exchange rate fluctuations affect costs; tariff ratios may be adjusted at any time; local after-sales spare parts supply pressure is high; if policy is very tight, key components such as batteries and chips will also undergo review.

Yes, just like European automakers encountered the "strangled by Chinese batteries" situation during electrification transformation.

The last risk is the risk of capacity utilization and market orientation.

As mentioned before, Southeast Asian market scale is small, purchasing power is poor. When can the cheap factory construction plan locally run full capacity?

And Europe with purchasing power has already urgently withdrawn the "2035 ban on fuel vehicle sales" bill,European automakers are about to return to fuel vehicles,even large displacement fuel vehicle production.

At that time, in the European market returning to traditional fuel vehicles, is there still a place for Chinese automakers?

These are all what Chinese automakers preparing to go global must consider.

03. All the Past is a Prologue

For any global enterprise, going overseas must surely bechallenges and opportunities coexisting.

Volkswagen that entered China 40 years ago, Tesla that entered China 10 years ago, BYD, GEELY, GWM... that have beenexpanding their operations globallyin recent years...

Fortunately, putting aside technical advantages, cost control capabilities, and complete component supply chains, Chinese automakers also have the most unique advantage:Users.

In the just passed April, BYD sold 12,754 pure electric vehicles in the UK, surpassing Teslato win the pure sales champion;Chery, thanks to its three-brand strategy, became the number two in sales across all categories without qualifiers,second only to Volkswagen.

In countries and regions where there are no tariff restrictions and automakers can compete fairly,Chinese cars with good quality and low price,are the best choice for users to "live a down-to-earth life".

More than 600 years ago, Zheng He led the fleet to sail to the Western Seas seven times, connecting the ocean, trade, and distance with the attitude of Eastern civilization;

More than 600 years later, today, Chinese automakers have officially launched their own"Age of Discovery".

From Europe to Southeast Asia, from South America to the Middle East, from complete vehicle export to overseas factory building, from acquiring old factories to restarting idle capacity, Chinese automobiles are sailing towards the depths of the new globalindustry system.

This long voyage marks the historical turn of China's automotive industry from a chaser to a participant, from a participant to a shaper.

Admittedly, Chinese automakers need to face more complex global markets, laws and regulations, labor relations, supply chain systems, and also need to build brand trust from scratch above the product.

But belonging to Chinese automakers' one piece,is just setting sail:

Those overseas factories that were re-lit, those production lines that roared again, those cross-border investments and cooperations, are both a proof of China's manufacturing strength and a milestone for Chinese automakersintegrating into the world, taking responsibility, and building industrial ecology together.

In the future, whether able to truly become an important builder of the global automotive industry depends on whether Chinese automakers can take root in different cultural backgrounds, win trust in different markets, and establish cooperation between continents.

All the past is merely a prologue.

New routes have opened up, true long voyage has just begun.

On May 28, 2026, SAIC Group held the "World's First 100 Millionth User Delivery Ceremony" at the World Living Room of Shanghai North Bund, becoming the first automotive group in the history of China's automotive industry to exceed 100 million cumulative production and sales. Previously, only the United States, Japan, Germany, South Korea, etc. had "100-million-level automakers." SAIC's breakthrough marks a new historical step for China's automotive industry.

Over 70 Years, From Hand-Built to Leading

SAIC's starting point was the Shanghai Internal Combustion Engine Parts Manufacturing Company, established in 1955. In 1958, workers hammered out the first "Phoenix" sedan in an alley factory, achieving the "zero breakthrough" for Shanghai's sedan manufacturing.

Subsequent key milestones: The first Santana rolled off the line in 1983,开启 a new era of joint cooperation; Shanghai GM was established in 1997, creating the "Shanghai Speed" of 23 months from factory construction to vehicle launch; In 2006, the independent brand Roewe was born; In 2016, the world's first Internet car Roewe RX5 was launched; In 2020, the high-end smart electric brand IM Motors was established. Over 70 years, SAIC has experienced and driven the entire process of China's automotive industry from nothing to something, from weak to strong.

IM LS9 Hyper, SAIC's Culmination of Technology

The 100 millionth vehicle delivery model is IM LS9 Hyper, known as the culmination of SAIC's technical strength. It is equipped with three major core technologies:

Full Steer-by-Wire Four-Wheel Steering: The first fully steer-by-wire steering technology in China verified by the China Automotive Technology and Research Center, pre-installed with redundancy capabilities for L3 and higher-level intelligent driving.

Maximized Intelligent Driving Hardware: 520-line super-vision LiDAR + NVIDIA Thor chip, paired with Momenta end-to-end reinforcement learning large model.

Three-Electric Systems: Global 800V high-voltage platform + Star Super Range Extender, with comprehensive range exceeding 1400 km; First equipped with SAIC Golden Label Hurricane Three-Motor, joining the "3-Second Club".

It is worth mentioning that IM LS9 Hyper launched the "Endogenous Security" technology jointly with Purple Mountain Labs globally, expanding the automotive safety boundary from physical security to information and system security.

The 100 millionth user is Cao Xudong, CEO of Momenta — SAIC's core strategic partner in the intelligent driving field. "Partner becomes owner" is a microcosm of deep technological co-creation.

January to April Sales 1.302 Million Vehicles, Four Consecutive Months Champion

The foundation of 100 million vehicles is solid market performance. From January to April 2026, SAIC Group cumulatively sold 1.302 million vehicles, ranking first among Chinese automakers for four consecutive months. Among them, independent brand sales were 910,000, accounting for nearly 70%; New energy vehicle sales were 412,000; Overseas market sales were 459,000, a year-on-year surge of 50.2%.

Regarding R&D investment, in the past decade, SAIC has cumulatively invested over 150 billion yuan in new energy and intelligent connected fields, forming nearly 26,000 valid patents. In 2014, the sales proportion of SAIC new energy vehicles was less than 0.1%, while in 2025, this proportion exceeded one-third.

Global Layout, Products Spanning Over 170 Countries and Regions

SAIC is a pioneer in China's automotive industry "going global." Currently, it has over 100 parts production bases and over 3,000 dealer networks overseas, with 3 major R&D innovation centers including London, and 4 production centers in Thailand, Indonesia, India, and Pakistan. SAIC Logistics owns 42 roll-on/roll-off ships, with 8 international routes covering Southeast Asia, Europe, and the Americas.

As of now, SAIC's products and services cover over 170 countries and regions, with cumulative overseas sales exceeding 7 million units. MG has won the champion of European sales for Chinese brands for 11 consecutive years; in 2025, European annual sales exceeded 300,000, becoming the first Chinese automotive brand to accumulate over one million sales in Europe and the UK.

In 2025, SAIC released the overseas "Glocal Strategy" (Global + Local), accelerating the shift from "Product Going Global" to "Value Chain Going Global".

Final Thoughts

100 million vehicles is not the end point, but a new starting line for SAIC to "start a second entrepreneurship" towards the future of smart electricity. From 1955 to 2026, from the first user to the 100 millionth user, from "hand-built" manufacturing to global technology leadership, SAIC's development history is itself a condensed history of the rise of China's automotive industry. SAIC has already proved the depth and resilience of China's automotive industry with 100 million vehicles. Who will be the next 100-million-level automaker?

Qishi Auto-First｜Samar

Pada pukul empat setengah pagi, Pasar Borong Jiangqiao, Shanghai, enjin Wuling Rongguang Zhou Tua dihidupkan tepat pada waktunya. Ini tahun keduabelas beliau menjalankan borong sayur, dan tahun ketujuh kenderaan ini menemani beliau.

Pada saat yang sama, penggembala di Dataran Tinggi Qinghai-Tibet menghidupkan kereta pikap ke padang rumput, jurutera di Wilayah Teluk Greater Guangdong masuk ke dalam IM ke pejabat, ibu bapa di pintu Hutong memandu Volkswagen ID.3 menghantar anak ke sekolah, pedagang muda di sempadan China-Myanmar menaiki MG merentasi jalan raya sempadan.

Mereka tidak mengenali antara satu sama lain, tetapi berkongsi satu identiti yang dicatat dalam sejarah. 28 Mei, Kumpulan SAIC mengadakan majlis penyerahan kenderaan "Pengguna Pertama Seratus Juta Di Dunia" di Ruang Tamu Dunia Bund Utara, Shanghai, dan rasmi menjadi kumpulan automotif pertama dalam sejarah industri automotif China yang mencapai jumlah pengeluaran dan jualan terkumpul melebihi 100 juta unit.

Pemilik kenderaan yang menerima "Kenderaan Pertama Seratus Juta Di Dunia SAIC" ialah CEO Momenta, Cao Xudong—tokoh utama dalam bidang pemanduan pintar China ini. Dengan status sebagai pemilik No. 001 IM LS9 Hyper, beliau melaksanakan satu perjalanan dua hala bersama SAIC. Model flaghip besar enam tempat duduk pilihan SAIC yang beliau pilih—IM LS9 Hyper,曹旭东 menyebutnya sebagai "Permata Cemerlang Industri Automotif China Era Ini", gabungan utama asas 70 tahun pembuatan kereta SAIC dan teknologi terdepan.

Majlis "Penyerahan Berantai Global" yang belum pernah terjadi ini, sedang menyebarkan kejayaan ini ke segala penjuru dunia.

Berdasarkan pandangan Qishi Auto-First, pemercayaan sebenar datang daripada kepercayaan 100 juta orang. Keagungan sebenar, bukanlah bersinar bersendirian, tetapi membiarkan segala benda tumbuh. SAIC memberikan empat jawapannya sendiri.

Dalam era bising yang menjadikan Nilai Emosi sebagai pegangan utama, SAIC secara diam-diam menjaga satu benda yang lebih jarang: Nilai Inti.

Di arena awam automotif semasa, Nilai Emosi diangkat ke altar dewa. Satu pelapan warna, satu ayat, satu sesi langsung, semuanya boleh memunculkan kegembiraan. Tetapi emosi menyelesaikan perkara kecil, nilai rohani menentukan nyawa. Pilihan strategik, warisan berabad, terobosan industri, semuanya bergantung pada Nilai Inti untuk menaiki kompas. Syarikat besar tanpa teras rohani, walaupun skalanya besar, hanyalah sebentuk pasir yang berselerak.

Belakangan ini, SAIC mempunyai irama pembangunannya sendiri, pernah mencapai puncak, dan pernah melalui fasa mendaki yang ditekan. Tetapi pengguna melihat sikap kakak besar yang berwawasan: seperti pokok besar, mencucuk akar jauh ke dalam, menghantar nutrisi ke arah ketinggian.

SAIC membalas semula kepada pengguna dengan "Keselamatan Simbiosis". Dalam era ketidakpastian yang mencemari ini, orang ramai lebih memerlukan kepastian daripada sebelumnya. SAIC mengubah kepastian menjadi keyakinan perjalanan pengguna setiap hari dengan jaminan teknologi yang kukuh, perkhidmatan yang menenangkan sepanjang kitaran hayat dan perlindungan keselamatan yang sentiasa aktif. Janji ini, justru merupakan emosi paling berharga masa kini. Tidak, ia adalah Nilai Inti.

Sebab ketahanan rohani ini, antara SAIC dan pengguna telah membentuk satu perjalanan dua hala yang merentasi 70 tahun.

Lihat SAIC sebagai satu sistem kehidupan lengkap, barulah benar-benar memahami wawasannya.

Dalam ekologi, hutan hujan tropika adalah ekosistem dengan jenis organisma paling banyak di Bumi. Pokok besar yang tegak, akarnya dalam dan daunnya lebat, menarik seluruh rantai ekosistem tumbuh ke atas; sementara semak, sulur, lumut, rumput kecil, walaupun tidak menyilaukan, adalah kekuatan utama dalam memelihara tanah dan menahan air, juga sedang melahirkan kehijauan baru.

Apa yang dibina oleh SAIC, tepatlah seperti hutan industri ini, membenarkan variasi, menerima simbiosis.

Wuling Hongguang MINI EV membolehkan ribuan penebar kerja mempunyai kereta pertama, Siri Roewe i menjaga perjalanan kerja harian keluarga pekerja, MG membolehkan golongan muda menyentuh keseronokan memandu pada harga yang mampu dibayar. Produk-produk ini, tepatlah seperti catatan paling hidup tentang tanggungjawab sosial SAIC, memelihara tanah air yang paling mendalam untuk seluruh ekosistem automotif.

Dari入门 ke mewah, dari dalam negeri ke luar negara, susun atur produk SAIC membentuk struktur gradien. Pengguna boleh menyelesaikan keseluruhan kitaran hayat pemindahan dari "kereta pertama" ke "penyegaran" dalam ekosistem yang sama. Keupayaan sistem pengangkutan menegak yang tiada tandingan di industri ini.

Nol di belakang harga adalah tekanan untuk terus berusaha maju, nol di belakang nombor 100 juta pengguna adalah kepercayaan yang berat.

70 tahun tapak pembuatan, adalah akar paling mendalam untuk hutan ini. Dari sokongan komponen hingga sistem pengesahan kualiti, SAIC mendapan setiap langkah pembuatan industri menjadi tapak teknologi yang boleh diguna semula. Tapak ini dibuka kepada seluruh ekosistem, membolehkan pereka baru tidak perlu bermula dari sifar, membolehkan pendatang kemudian tumbuh atas bahu raksasa.

Yang lebih penting, hutan ini membuka daun ke luar, bertukar tenaga dengan seluruh persekitaran luar. Dari bekerjasama dengan Audi untuk membina Pusat Teknologi Inovasi, memegang tangan Huawei Qiankun, sehingga bersama Momenta, OPPO, Horizon mencipta bersama secara mendalam, SAIC tidak pernah membuat "pulau ekosistem".

Dari bateri separa pepejal pertama yang dikuantisasi secara global MG, teknologi底盘 stereng kawalan + stereng belakang IM LS8, sehingga 2000+ antara permukaan atom SOA terbuka Siri "Rumah" Roewe, SAIC telah melaksanakan lompatan utama dari makmal ke kenderaan kuantiti besar dalam teknologi teras bawah seperti bateri kuasa,底盘 pintar dan seni bina elektron elektrik.

Tanpa peralihan beban pokok besar ini dan sokongan industri, banyak spesies baru tidak mungkin tumbuh secepat ini. Dari rantaian bekalan ke piawaian pembuatan, dari aliran bakat sehingga tumpahan teknologi, 70 tahun tapak SAIC, telah menjadi kekayaan awam yang menyuburkan seluruh industri.

Akar semakin dalam, kanopi hutan semakin subur; kitaran semakin lancar, kehidupan semakin kuat. Matlamat akhir ekosistem hutan hujan SAIC, bukan menjadi pokok yang paling besar, tetapi membiarkan setiap kehidupan yang tumbuh di atas tanah ini, dapat mencari cahaya matahari sendiri.

Antara 100 juta pengguna dan SAIC, adalah satu perjalanan dua hala yang berterusan selama 70 tahun. Lebih dari 70 tahun dahulu, ketika kereta pertama SAIC memandu keluar dari kilang, tiada siapa yang boleh menjangkakan nombor ini.

Tahun 1955, Syarikat Pembuatan Komponen Enjin Diesel Shanghai diisytiharkan; Tahun 1958, kereta sedan jenama Phoenix pertama berjaya dibuat; Tahun 1983, dinaungi angin reformasi dan pembukaan, SAIC mencipta perintis kerjasama syarikat gabungan industri, kereta Santana pertama buatan negara berjaya dirakam; Tahun 2016, SAIC merupakan perintis mencipta kereta internet pertama di dunia.

Lebih dari tujuh puluh tahun, SAIC bersama banyak syarikat automotif China lain, menyaksikan dan mendorong industri automotif China daripada tiada ke ada, daripada lemah ke kuat, daripada "belajar mengikuti" menuju "pemimpinan inovasi". Pada masa yang sama, yang menyangga satu juta kereta ini, adalah pelaburan R&D 150 bilion, 26,000 paten sah, dari bateri pepejal dari maklab menuju kuantiti besar, dari底盘 digital yang menetapkan semula pengalaman menunggang dan memandu.

Bila industri automotif China tahun mencapai tangga 30 juta unit, kita tidak hanya memerlukan letupan jualan, tetapi juga tanah yang boleh hidup dan berkembang. SAIC memberitahu kita melalui 100 juta pemercayaan: matlamat akhir syarikat besar, bukan membiarkan dirinya sendiri menjangkau awan, tetapi membiarkan dirinya sendiri menjadi tapak bagi segala benda tumbuh.

Berdasarkan pandangan Qishi Auto-First, majlis penyerahan ini sendiri, adalah jawapan keempat yang diberikan oleh SAIC: satu pemindahan pola dari "dominasi syarikat" ke "pengguna dan ekosistem bermain bersama".

Ia mematahkan secara彻底 pola tetap "majlis penanda aras" industri automotif tradisional. Tanpa ucapan panjang pemimpin, tanpa pengumuman produk yang membosankan, digantikan dengan satu "epos naratif mengalir" yang mempunyai pengguna tulen sebagai watak utama, bentuk berantai global, warna dasar kekuatan teknologi, dan teras resonans emosi. Dari Bund Utara Shanghai ke London, Jakarta, Singapura, 15 jenama, 19 model kenderaan, penyambungan penyerahan masa nyata merentasi benua Asia-Eropah, itu sendiri adalah promosi jenama yang paling kuat—ia menjadikan "100 juta" nombor industri dingin itu, boleh dirasai, boleh disentuh, boleh beremosi.

Yang lebih layak dipuji ialah, majlis meletakkan pengguna benar-benar di tengah pentas: Pengasas Luo Zhenyu bertindak sebagai pegawai penerokaan No. 001 Hua Jing S melihat pelancaran, bekas pemain kebangsaan Jerman Yang Chen dengan resonans jangka panjang ID.ERA 9X, Setiausaha Kampung pangku kuat (born post-85s) Pang Fuqiang menggunakan Wuling Rongguang Pure Electric untuk membekalkan makanan untuk orang tua yang ditinggalkan, blogger amal Liu Jia dan pengawal cahaya Buick E7 'Zhijing' "Kabin Markah Penuh" berada pada frekuensi yang sama... Cerita nyata ini, menjadikan "faham kereta lebih faham anda" bukan lagi satu slogan, tetapi catatan hidup bagi 100 juta pemercayaan.

Majlis "Penyerahan Berantai Global" ini, adalah percubaan yang belum pernah ada dalam sejarah komunikasi jenama automotif China. Ia menggunakan inovasi majlis untuk menarik perhatian, menggunakan cerita pengguna untuk mencetuskan resonans emosi, menggunakan paparan sistem untuk membina kepercayaan teknologi, menggunakan kerjasama terbuka untuk melukis visi ekosistem. Ia berjaya menukar satu penerbitan jenama kepada satu peristiwa narasi awam yang milik seluruh industri automotif China, milik semua pengguna, milik zaman elektromotif pintar. Ini,才是真正的 syarikat besar.

Terus dari titik 100 juta pengguna, kisah SAIC bukanlah legenda pahlawan kesepian, tetapi epik satu kumpulan. Dari kereta sedan Phoenix pertama ke kenderaan elektrik pintar juta ke-100 juta, dari bengkel di tepi Sungai Huangpu ke peta global merentasi lebih 170 negara, SAIC membuktikan satu prinsip yang ringkas melalui 70 tahun: kebesaran syarikat besar, bukan dalam skala, tetapi dalam wawasan; bukan dalam suara, tetapi dalam tanggungjawab; bukan dalam ketenaran sementara, tetapi dalam ekosistem yang kekal.

Bila arena awam masih tenggelam, ia telah melintasi paya, di belakangnya meninggalkan satu hutan yang rimbun. Mereka yang pernah meraguinya tidak akan faham: syarikat besar sebenar, tidak pernah takut kepada kitaran, kerana ia sendiri adalah sebahagian kitaran; tidak pernah takut kepada naik turun, kerana akarnya sudah lama tertanam dalam tanah zaman.

100 juta pengguna, 100 juta pilihan, 100 juta pemercayaan. Dalam era yang suka melupakan, SAIC memilih cara untuk diingat, bukan membuat hingar, tetapi menjadi sandaran.

Piala Dunia Amerika, Kanada, Mexico 2026, bukan hanya sekadar edisi pembesaran pasukan dan perubahan peraturan yang berlangsung di tiga negara, malah satu pertempuran elit yang melanda sektor hiburan, sukan, dan modal tempatan. Berbanding edisi sebelum ini, perebutan hak cipta multimedia lengkap Piala Dunia kali ini sangat sengit, ditambah lagi nilai IP sukan global yang semakin meningkat, siaran multimedia lengkap untuk pertandingan berkaitan Piala Dunia dilaporkan memerlukan kos penyiaran bernilai berbilion.

Kos hak cipta yang tinggi dan pembahagian hak siaran yang kompleks menyebabkan proses penyiaran Piala Dunia di dalam negara mengalami pelbagai halangan.

Dalam konteks ini, ratusan juta peminat bola sepak tempatan telah lama bimbang: adakah kos penyiaran yang tinggi akan menaikkan pintu masuk untuk menonton? Adakah pesta bola sepak elit akhirnya akan dibuka secara percuma kepada semua orang? Di dalam industri juga banyak perbualan, pelaburan dana yang besar juga membuatkan banyak media terkemuka dan jenama bersikap menunggu, tidak berani masuk dengan mudah.

Sampai pada 15 Mei, Rangkaian Radio dan Televisi Pusat Negara (CMG) mengisytiharkan rasmi, memperolehi hak cipta multimedia lengkap eksklusif untuk Piala Dunia Bola Sepak Lelaki 2026 dan 2030 serta Piala Dunia Bola Sepak Wanita, perebutan hak cipta yang berlangsung selama beberapa bulan itu akhirnya berakhir, batu besar yang menggantung di hati peminat dan industri akhirnya jatuh ke tanah.

Hanya 13 hari selepas semuanya reda, pada 28 Mei industri sekali lagi menerima berita besar. Geely Group berpegang tangan kuat dengan Rangkaian Radio dan Televisi Pusat Negara, jenama kenderaan baharu Geely Galaxy menjadi ransangan penyiaran Piala Dunia Amerika, Kanada, Mexico 2026 yang pertama dalam industri secara rasmi, dan menamakan eksklusif rancangan sukan top CCTV-5 "Perayaan Elit".

Dalam persekitaran industri yang dilindungi oleh kos penyiaran bernilai tinggi dan kebanyakan jenama bersikap berhati-hati, Geely Galaxy masuk ke pasaran secara lawan arus, jauh daripada pemasaran trafik tunggal yang mudah. Kerjasama berat ini, di sebaliknya mengandungi logik kedalaman tiga lapisan iaitu strategi jenama tingkat atas, pemikiran pemasaran pembezaan dan tanggungjawab sosial korporat kebangsaan, dan juga penyelesaian terbaik untuk jenama kereta baharu China memecahkan halangan pertumbuhan dan menuju ke litar nilai yang lebih tinggi dalam pasaran persaingan sengit semasa.

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Industri kenderaan baharu berkembang sehingga hari ini, persaingan harga kasar sudah menjadi biasa, model yang hanya bergantung kepada spesifikasi produk dan kelebihan harga untuk merebut pasaran semakin gagal. Apabila persaingan seragam merebak ke seluruh industri,格局 jenama, teras budaya dan ketinggian nilai, menjadi kad teras untuk syarikat kereta menang separuh kedua. Dan pelaburan berat Geely Galaxy ke dalam IP Piala Dunia kali ini, adalah manifestasi paling langsung daripada格局 jenama yang mendalam.

Berbanding banyak syarikat kereta yang melakukan pemasaran sukan lintas industri secara sementara, Geely adalah salah satu kumpulan kereta tempatan yang mendalami bidang sukan selama lebih 20 tahun, gen sukan sudah terukir dalam darah pembangunan jenama. Pada tahun 2000, Geely telah masuk ke dalam industri bola sepak China lebih dahulu, mendalami pembinaan bola sepak peringkat akar umbi, membantu pendahuluan dan pembangunan bola sepak tempatan. Selepas lebih 20 tahun, Geely telah mengumpulkan pengalaman operasi, perlindungan dan perkhidmatan untuk acara berskala besar yang sukar ditiru oleh jenama lain.

Dalam Sukan Asia Hangzhou, Geely sebagai ransangan rasmi pertama赛事, menyediakan perlindungan perjalanan berkualiti tinggi sepanjang proses, pada masa sama secara aktif mengamalkan kesedaran amal, bekerja sama dengan Jawatankuasa Sukan Asia untuk memberikan derma 56 sekolah bola sepak amal, menjatuhkan sumber bola sepak profesional ke kawasan luar bandar, membina pentas mengejar impian untuk remaja kawasan pedalaman; selain itu, jenama secara aktif memberdayakan pembangunan sukan remaja, menjemput pasukan bola sepak wanita remaja Gunung Daliang keluar dari gunung, muncul dalam Sukan Musim Sejuk Asia Harbin dan Sukan Dunia Chengdu, membolehkan remaja bola sepak wanita luar bandar mengalami daya tarikan sukan antarabangsa secara dekat.

Bukan sahaja Sukan Asia, sepanjang tahun-tahun lepas, Geely terlibat secara mendalam dalam pelbagai acara komprehensif peringkat kebangsaan dan dunia, mengumpulkan pengalaman perkhidmatan acara berskala besar yang mencukupi, pada masa sama menerima pengiktirafan berganda dari platform kebangsaan dan masyarakat, inilah asas Geely Galaxy berani menerima IP Piala Dunia berharga tinggi, bekerjasama dengan CMG.

Dengan memanfaatkan sumber yang kuat dari kumpulan, sejak Geely Galaxy dilahirkan, ia meneruskan strategi pemasaran sukan kumpulan, menjadi jenama baharu dengan keaktifan sukan tertinggi dan liputan terluas dalam litar kenderaan baharu. Sebelum ini, liga bola sepak "Super Northeast" 2026 baru bermula, Geely Galaxy menjadi ransangan strategik rasmi, menyediakan perlindungan kenderaan eksklusif sepanjang proses, mendalami budaya bola sepak rakyat, terus menarik jarak jenama dengan peminat sukan biasa, mengumpulkan pengalaman pengoperasian pasaran yang sempurna untuk kerjasama lintas industri Piala Dunia kali ini.

Di sebalik格局 sukan, terdapat sokongan kuat dari kekuatan produk sebenar dan jualan pasaran. Sejak ditubuhkan, Geely Galaxy hanya menggunakan beberapa tahun, memecahkan rekod pertumbuhan industri, menjadi jenama kenderaan baharu pertama di dunia yang memecahkan jualan tahunan satu juta, mewujudkan "Kelajuan Geely" dalam industri kenderaan baharu.

Model utama Geely Star Wish dalam kumpulan menunjukkan prestasi yang cemerlang, pasaran domestik kekal di tempat teratas jualan kategori yang sama, pasaran luar negara berkembang di banyak titik, di Mexico, Indonesia, Brazil dan banyak negara lain, meraih nombor satu jualan kereta hatchback elektrik penuh kelas B, keseluruhan jualan kenderaan baharu kekal dalam tiga teratas global, menduduki tempat teratas jenama peringkat sama di China.

Data pengeluaran dan penjualan yang cemerlang, membolehkan Geely Galaxy meninggalkan sepenuhnya定位 jenama alat pengangkutan tunggal. Dan pelaburan bersama CMG dan membiayai kos operasi penyiaran Piala Dunia berharga tinggi kali ini, juga merupakan pengiktirafan strategi jenama selepas mengumpul jualan asas.

Piala Dunia sebagai IP elit global, merangkumi berbilion penonton global, pada masa sama Mexico yang menjadi salah satu negara penganjur赛事, juga merupakan pasaran teras Geely di luar negara. Kerjasama kali ini, di dalam negara boleh mendalami pasaran rakyat tempatan, di luar negara boleh memanfaatkan pengaruh global Piala Dunia, melengkapi布局 jenama luar negara, membantu Geely Galaxy mencapai transformasi lompatan dari "Jenama Ledakan Nasional" ke "Jenama Kenderaan Baharu高端Global".

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Di hadapan kerjasama IP berharga tinggi, kebanyakan logik pemasaran syarikat kereta, terhad kepada pendedahan trafik jangka pendek dan penukaran jualan model. Tetapi Geely Galaxy melompat dari pemikiran persaingan rendah, memecahkan pelaburan tinggi ini ke dua dimensi pemasaran jenama dan amal sosial, mencapai kemenangan bersama dalam trafik komersial, reputasi jenama dan nilai sosial, memberikan model pemasaran nilai baru kepada industri kenderaan baharu yang tenggelam dalam masalah pemasaran.

Pada masa kini trafik media baharu terpecah-pecah, penanaman iklan yang tulen tidak lagi mampu menggerakkan pengguna. Terutamanya IP elit seperti Piala Dunia yang memerlukan kos tinggi, hanya dengan menyesuaikan dengan keperluan pengguna dan menghubungkan emosi pengguna, boleh memaksimumkan nilai IP. Geely Galaxy meninggalkan model penempatan iklan keras, bergantung pada sumber penyiaran eksklusif CMG dan pengaruh program "Perayaan Elit", mendalam ke dalam semua senario menonton rakyat.

"Perayaan Elit" mendalami bidang bola sepak selama bertahun-tahun, merupakan memori menonton bola sepak beberapa generasi peminat China, mempunyai sifat nasional dan pengaruh lingkaran yang kuat. Geely Galaxy menamakan eksklusif program, mengikat imej jenama dengan kebiasaan menonton rakyat secara mendalam; pada masa sama bergantung pada topik panas seperti #GeelyGalaxyPengumumanKerjasamaDenganCMGPialaDunia# di banyak platform, melancarkan aktiviti interaktif pelbagai dimensi di platform video pendek dan sosial, meliputi kumpulan peminat semua peringkat umur.

Langkah ini membolehkan Geely Galaxy mencapai penembusan lingkaran dengan sempurna, mencapai peningkatan dimensi jenama dari "rakan pengangkutan" semata-mata kepada "rakan hiburan kehidupan", mengurangkan sifat komersial, mengukuhkan rasa pengiktirafan emosi pengguna.

Kos penyiaran berharga tinggi Piala Dunia kali ini, tidak hanya menakutkan banyak jenama, juga membuatkan berjuta peminat bimbang kos menonton meningkat, tradisi menonton percuma mungkin akan pecah. Pada titik khas ini, Geely Galaxy masuk dengan aktif, membahagikan tekanan operasi penyiaran, jauh melebihi lingkaran kerjasama komersial biasa, menjadi gambaran hidup tanggungjawab sosial jenama nasional.

Geely Galaxy memenuhi niat awal dengan tindakan sebenar: membantu CMG mengurangkan kos hak cipta yang tinggi, mengukuhkan model menonton percuma rakyat, memelihara semangat bola sepak keluarga China setiap empat tahun.

Tanggungjawab ini bukan sekadar trik pemasaran sesaat, tetapi lanjutan dari konsep pembangunan jenama jangka panjang. Selama bertahun-tahun, Geely sentiasa memasukkan tanggungjawab sosial ke dalam strategi pembangunan syarikat, di satu pihak mendalami amal sukan, membantu bola sepak akar umbi dan pembangunan sukan remaja; di satu pihak mendalami bidang kehidupan rakyat, dengan produk kenderaan baharu yang boleh diakses, mengamalkan prinsip jenama "datang untuk kehidupan yang lebih baik".

Dan menaja penyiaran Piala Dunia, adalah pelaksanaan terbaik dari prinsip ini - pengangkutan yang indah bukan sahaja ke gunung dan laut, tetapi juga perlu menemani pengguna berkongsi cinta dunia.

Industri kenderaan baharu semasa persaingan sengit semakin hebat,无数 syarikat kereta terjerumus ke dalam perang harga tanpa henti dan perang trafik seragam, kos pemasaran kekal tinggi, tetapi nilai jenama sukar ditingkatkan.

Geely Galaxy masuk dengan berat ke dalam Piala Dunia berharga tinggi, memberikan amaran kepada seluruh industri: pengurangan harga jangka pendek hanya boleh mendapat pangsa pasaran sesaat, pemendapan nilai jenama jangka panjang, adalah aset teras syarikat untuk melalui kitaran industri.

Dengan menukar pelaburan IP tinggi kepada nilai emosi, nilai sosial dan nilai jenama, Geely Galaxy berjaya keluar dari kelakar persaingan parameter dan harga, membuka litar pemasaran nilai sukan baru.

Model ini membuktikan, pelaburan pemasaran yang baik tidak perlu bergantung pada promosi harga rendah, dengan格局 jenama dan tanggungjawab sosial, sama-sama boleh meraih pengiktirafan pengguna dan hormat industri, memberikan model rujukan baru untuk perkembangan jangka panjang syarikat kereta kenderaan baharu China.

Penutup

Dari hak penyiaran reda hingga berpegang tangan dengan Geely Galaxy, kisah China Piala Dunia 2026, sudah melampaui bola sepak sendiri, menjadi catatan hidup kebangkitan jenama China. Tindakan Geely Galaxy kali ini, bukan pilihan pemasaran yang kebetulan, tetapi pembungaannya yang terkumpul dari格局 jenama, teras rohani dan tanggungjawab sosial.

Dari 20 tahun mendalami sukan akar umbi, ke Sukan Asia melindungi, hingga kini dengan berat membantu CMG membuka hak menonton Piala Dunia untuk rakyat, setiap langkah layout Geely Galaxy, mempunyai logik strategik yang jelas.

Bagi peminat, tindakan Geely Galaxy, memelihara impian indah rakyat berkongsi pesta bola sepak; Bagi industri kereta, model pemasaran nilai sukan inovatifnya, memecahkan kesesakan persaingan, membimbing industri kembali ke hakikat jenama; Bagi pembuatan China, dari gelanggang tempatan ke padang hijau global, Geely Galaxy tidak hanya memikul ambisi pertumbuhan sebuah jenama kenderaan baharu, tetapi juga ringkasan zaman jenama nasional China generasi baru, tumbuh ke arah matahari, mengejar impian global.

Di padang hijau, pasukan negara mengejar impian ke puncak; di gelanggang global, jenama China sedang mempercepatkan kepimpinan. Kisah Geely Galaxy, adalah ringkasan industri kenderaan baharu China dari mengejar ke melampaui, lebih lagi gambaran rohani jenama nasional China "mempunyai hati negara, melihat seluruh dunia".

Masa depan, yakin akan ada lebih banyak jenama China, dengan sukan sebagai media, dengan nilai sebagai panduan, menyampaikan kekuatan China dan kehangatan China di pentas dunia, menulis "saat puncak" yang dimiliki jenama China.