车型概览

Alfa Romeo Giulietta 值不值得买，关键不是它看起来有多吸引，而是它能不能解决你的真实用车需求。这篇文章会把重点放在长途稳定感和乘客舒适度。

版本方面，Alfa Romeo Giulietta 目前可围绕 2025 Standard 来比较。

购车价格指南

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

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

核心参数汇总

看 Alfa Romeo Giulietta 的核心规格，最重要是把数字翻译成生活里的感受。

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

优缺点分析

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

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

购车常见问题解答

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

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

竞品对比内容

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

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

用车全周期指南

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

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

车型概览

Audi S8 值不值得买，关键不是它看起来有多吸引，而是它能不能解决你的真实用车需求。这篇文章会把重点放在版本之间的取舍。

版本方面，Audi S8 目前可围绕 2025 Standard 来比较。

购车价格指南

评估 Audi S8 的购车预算时，建议先从版本定位和后续拥车成本下手。价格不是唯一重点，真正决定是否划算的是每天会不会用到那些配置。

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

核心参数汇总

看 Audi S8 的核心规格，最重要是把数字翻译成生活里的感受。

Audi S8 的核心价值应回到日常场景判断：你要它负责通勤、家庭出行、长途，还是作为更有个性的选择。

优缺点分析

Audi S8 的优点不必夸张，真正有价值的是它能不能让日常使用更省心：车型定位清楚，适合先作为同级比较对象。

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

购车常见问题解答

购买 Audi S8 前，买家最常问的不是单一规格，而是它能不能融入自己的生活。

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

竞品对比内容

把 Audi S8 放进同级车名单时，不建议只看品牌或外形。真正有用的比较顺序是：先从版本定位、品牌售后和日常用途开始比较。

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

用车全周期指南

拥有 Audi S8 的重点，是确认保险、路税、保养和轮胎成本都在可接受范围内。买车不是一次付款结束，而是每天都要相处。

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

车型概览

Audi A8 值不值得买，关键不是它看起来有多吸引，而是它能不能解决你的真实用车需求。这篇文章会把重点放在整体购车判断。

版本方面，Audi A8 目前可围绕 2025 L 3.0T quattro S line 来比较。

购车价格指南

评估 Audi A8 的购车预算时，建议先从版本定位和后续拥车成本下手。价格不是唯一重点，真正决定是否划算的是每天会不会用到那些配置。

如果你在几个版本之间犹豫，可以把 2025 L 3.0T quattro S line 放在同一张清单里比较。日常通勤买家优先看舒适与安全，常跑高速的买家则更应重视动力、辅助驾驶和座舱便利。

核心参数汇总

看 Audi A8 的核心规格，最重要是把数字翻译成生活里的感受。

涡轮增压、6缸的动力底子，适合拿来判断市区跟车和高速巡航是否轻松。 340 Ps、500 N·m的输出，真正意义在于满载、上坡和超车时不会太吃力。 8.3 L/100km的油耗，对每天通勤的人来说会直接影响加油频率。 车长 5320 mm、车宽 1945 mm、车高 1488 mm、轴距 3128 mm，可以帮助你预判停车难度和后排乘坐空间。

优缺点分析

Audi A8 的优点不必夸张，真正有价值的是它能不能让日常使用更省心：日常能源成本有明确参考、动力输出能支撑高速和超车需求、空间和车身尺寸便于家庭买家预判实用性。

需要留意的是，市区停车和狭窄路段仍要看个人驾驶习惯。这些不是扣分项，而是下订前应该先想清楚的生活细节。

购车常见问题解答

购买 Audi A8 前，买家最常问的不是单一规格，而是它能不能融入自己的生活。

这辆车适合谁？适合把整体购车判断放在首位的买家。 家庭用户要看什么？优先看后排乘坐、儿童座椅、行李和日常上下车是否顺手。 每天开会不会麻烦？8.3 L/100km 的油耗参考让通勤成本更容易预估。

竞品对比内容

把 Audi A8 放进同级车名单时，不建议只看品牌或外形。真正有用的比较顺序是：再看动力是否足够应付高速和满载、接着比较能源成本和补能便利、最后看空间是否适合家人和行李。

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

用车全周期指南

拥有 Audi A8 的日常成本，最直接会反映在燃油、保险、轮胎和定期保养上。8.3 L/100km 的油耗让通勤预算更容易掌握。

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

The Shenwan Auto Sector in A-shares lost 570 billion in market cap over the past 30 days, with a decline exceeding 11%.

A-shares Auto Sector Closing Prices for Some Listed Companies on June 22

Behind this figure, two core overseas expansion routes are being simultaneously blocked.

North America Doors Welded Shut

US tariffs on Chinese EVs were raised from 25% to 100%, with a combined tax rate exceeding 102%.

A domestic EV priced at 200,000 RMB sees its final US selling price double directly.

Last year, only 12,400 Chinese EVs were sold to the US; North America was not the main market anyway.

But this time the impact hits the supply chain—the US also introduced review rules for connected vehicle hardware and software; supply chains containing Chinese parts or chips face restrictions.

Complete vehicles and parts are locked bidirectionally.

Southeast Asia Backyard Also Tightened

Thailand was once the first stop for Chinese automakers expanding overseas, with Chinese brands holding over 80% market share in the local new energy vehicle sector.

But Thailand implemented new regulations this year: for every 1 vehicle imported, 2 must be produced locally, with the ratio increasing to 1:3 by 2027.

Batteries and core electronic controls must be produced locally; additional 10% surcharge applies if parts procurement ratios are not met.

After the new regulations took effect, Thailand's pure electric vehicle sales plummeted by 80% in the short term.

The strategy of relying on volume through complete vehicle exports no longer works.

The EU is also contemplating additional anti-subsidy tariffs on Chinese plug-in hybrids, with the highest combined tax rate potentially exceeding 45%.

The 'Domestic Production, Overseas Vehicle Export' light-asset model is being dismantled one by one by global trade barriers.

Domestic Market Also Under Pressure

In the first 5 months, domestic passenger car retail reached 7.1 million units, down nearly 20% year-on-year.

Although new energy penetration rate exceeded 63%, growth came entirely at the expense of fuel vehicle market share, with no incremental growth in the total market.

The price war has lasted 3 years; the industry average net profit margin in Q1 dropped to only 3.2%, with profit per vehicle less than 3,000 RMB.

Dealer inventory backlog exceeds 2.5 million units, and capacity utilization rate is below 70%.

Overseas tariffs raise overseas expansion costs, domestic price wars compress profit margins; squeezed from both ends, valuations naturally come down.

Time to Change Tactics

Top automakers have long abandoned the pure export route.

BYD is building factories in Hungary, Thailand, and Brazil; Great Wall and SAIC are deeply cultivating Southeast Asia to drive supply chain localization; Leapmotor and NIO are entering Europe through cooperation models.

The shift from 'Complete Vehicle Export' to 'Localization Production + Supply Chain Overseas Expansion' is a transformation forced by this wave of barriers.

The 570 billion evaporation is not an emotional fluctuation, but the market re-pricing for the era of fierce competition.

Those who survive are the companies that can build factories globally, control costs, and sustain their brands.

(Image from internet)

Cover Image Source | Future Auto Daily

Author | Li Ranran

Editor | Su Peng

"In the second half of this year, domestic car retail sales will not grow counter-trendly; the entire industry must prepare mentally for a year-over-year decline in annual sales of 15% to 20%." This is Li Bin, founder, chairman, and CEO of NIO, recently stated at the 2026 China Automotive Chongqing Forum. He believes the automotive industry has entered the fiercest stage of the final competition, and the market environment this year will be very difficult.

According to data from the China Passenger Car Association, domestic car retail volume in January-May declined nearly 20% year-over-year, with the drop in early June exceeding 22%. The entire automotive industry has yet to shake off the overall pressure operating state, consumption demand recovery pace is lower than industry expectations, price internal competition, consumer wait-and-see, heavy concentration of new car releases, and their homogenization factors continue to affect the terminal market.

In the context of overall car market sales volume pressure, some structural changes are also accelerating evolution. In May, domestic new energy penetration reached 62.9%, creating a historical high, rising nearly 10 percentage points year-over-year; pure electric models penetration in the entire car market reached 42.2%, rising 10.8 percentage points compared to the same period last year. Additionally, among the top ten sales rankings in the SUV sub-market, there were also 9 new energy models, while pure electric models locked the top three, "oil retreats, electricity advances" trend becoming clearer.

Li Bin believes the automotive industry has entered the critical stage of pure electric inflection point climbing, various car manufacturers' market performance cannot rely solely on single hit products or unique configurations. Affected by fast technical iteration speed, serious new product homogenization and other factors, new car effect death valley appears constantly, traditional fuel car "one trick fresh" competition model must give way to brand influence, product definition, technical depth, supply chain capability, cost control, sales service system and other comprehensive strength competition.

Car manufacturers' final competition results will be intuitively reflected in sales and financial report data. In Q1 2026, NIO revenue was 25.53 billion yuan, growing 112.2% year-over-year, gross margin 19%, also creating a new high in the past two years. In January-May this year, NIO's sales volume also grew 68%.

The eye-catching performance behind the Q1 financial report离不开 ES8 support, NIO brand delivered 58,500 units in Q1, ES8 about 45,000 units, occupying the lion's share of total sales, while as a flagship product, it also raised the company's overall gross margin.

But one product hot success cannot replace the company's stable development, Li Bin hopes NIO, Onvo, Firefly three brands advance together, maintaining high-end positioning and technical leadership in their respective target markets: Firefly in small car market still is high-end positioning, price about 50% more expensive than same-level small cars, main sales over 120,000 yuan, configuration and service can support this price; Onvo emphasizes technology for family, safety quality, technical architecture no sacrifice; NIO targets high-end market, providing all-scenario tech experience and better emotional experience.

Regarding sales volume, each brand of NIO temporarily does not set single model fixed sales target, "Hope NIO after entering three brand development stage, can maintain 40%-50% growth". Although Onvo sales this year appeared volatility, overall this newly established two-year brand already has initial scale. NIO side revealed, after Onvo L90 launch, in pure electric large three-row SUV market area sales volume first, Onvo L60 after launch, in same-level cars also ranking top three.

"Establishing a new brand is not easy, difficulty is bigger than imagined." Li Bin said, originally thought Onvo brand awareness could be quickly established, but research data showed many people simply don't know Onvo brand, "Awareness equivalent to NIO 6 years ago or even earlier."

However, from sales perspective, Onvo current sales volume is more than NIO brand delivered 2 years sales. Onvo Auto President Shen Fei said, "Originally Onvo overall sales volume climbed fast, one year achieved NIO 4 years volume."

With new Onvo L60 release launch, first half of this year, NIO new models basically released finished, next will use more energy on selling cars and serving users. New Onvo L60 purchase starting price 202,800 yuan, battery rental solution starting price 142,800 yuan, integrated NIO's several flagship smart technologies: NIO self-developed 5nm smart driving chip Shenji NX9031, full domain 900V high voltage architecture, latest version NIO World Model NWM and SkyOS·Tianshu system etc.

June 11 launch evening, new Onvo L60 had over 90% orders concentrated on Max+ and Ultra+ versions, over 90% users chose Coconut+ smart driving system, Shenji NX9031 chip with LiDAR full configuration combination.

Lightweight is also new Onvo L60 major highlight, body white weight is 377kg, lightweight coefficient 2.22, whole vehicle unsprung mass 198kg, compared to ordinary steel structure weight reduction 20kg.

Data statistics show, 2026 Jan to April, China new energy passenger car average curb weight reached 1,939.3 kg, increased 27.5% compared to 2020, short 6 years time cumulative weight increase over 400 kg. Big car increase continuously compress road life, car weight every increase 20%, on road destruction rate will become original 1.2 to the fourth power, i.e. 2.07 times.

Additionally, with new energy penetration rate continuously rising, space big, battery many, configuration full etc user demand rise, also inevitably to vehicle handling, safety, durability, service life etc produce a series of impact, body weight reduction inevitable, lightweight is inevitable road.

Li Bin said, lightweight has become industry consensus, can considerate user and social value, also reflect a car manufacturer's comprehensive R&D capability. He believes lightweight has four difficulties: first is trade-off, battery choice is relatively restrained, not blindly pursue "big"; second is systematic engineering, such as smart fuse needs whole car high voltage architecture, low voltage architecture all aspects can support; third is engineering capability, need considerate safety and structure; fourth is cost, 85 kWh ternary lithium vs lithium iron phosphate light 100+ kg, but must bear higher cost.

Speaking of cost problem, this year, raw materials price rise wave, car-grade memory, lithium carbonate etc cost pressure transmit to terminal, Onvo single car cost also price rise over 10,000 yuan, calculated to final selling price about 15,000 yuan. Li Bin confessed, now supply chain price rise more, "Onvo L60 has gross margin but very miserable, so this year gross margin and profit growth mainly look at total amount."

On user aspect, according to Shen Fei introduction, Onvo Auto repeat purchase users, traditional luxury brand owner proportion 35%, joint venture brand owner proportion 30%, NIO system inside repeat purchase user proportion 10%, other new energy friend user proportion 10%, total about 85%. This shows, Onvo attracted many fuel car customers.

From user perspective view, now new energy infrastructure perfect, EV product power leading, fuel car user swap buy new energy car is general trend. Li Bin believes, "Previous years because infrastructure not developed, charging swap conditions not full, user choose range extended, choose plug-in hybrid all reasonable. But now user easily can make choice, choose pure electric, choose smart EV is natural thing."

Shen Fei also calculated a detailed account: even plus battery rent, electricity fee, NIO select rent power solution still saves thousand eight hundred yuan compared to fuel fee. Currently, NIO, Onvo battery rental solution penetration rate already over 90%, Li Bin judge, industry overall penetration rate will with model sales volume improvement synchronously rise.

Below is NIO Company Founder, Chairman and CEO Li Bin, Onvo Auto President Shen Fei accept Future Auto Daily and other media interview transcript (edited):

Q: What is biggest difficulty for car achieving lightweight? Is enterprise for config trade-off, or R&D accumulation or route choice, this biggest difficulty where?

Li Bin: Lightweight meaning in automotive engineering field is consensus, lightweight is automotive comprehensive R&D capability manifestation, because indeed can actually bring benefits for user and society, including for whole vehicle handling, whole vehicle safety, structure durability and whole vehicle long-term life, indeed many benefits, this is Onvo including NIO always persist lightweight area important reason.

Lightweight do well is very not easy, first need make trade-off. If blindly pursue very long range, will definitely use very big lithium iron phosphate battery, like Onvo, Tesla all lightweight better, in battery choice relatively restrained, this is not stealing material reduce work, but need make trade-off, because cost boundary is limited.

Second, smart fuse problem, not just replace traditional fuse with smart fuse so simple, whole car high voltage architecture, low voltage architecture all aspects can support, this is systematic engineering, behind big technical content. Additionally, there is integrated design, make better space, bring better lightweight, including full domain 900V technology on lightweight also benefits, technology entrance threshold very high, need bottom-level R&D capability.

Third, engineering capability. Like new Onvo L60 white body lightweight coefficient to 2.22, more rely on engineering capability, need ensure safety structure considerate situation achieve, sometimes material usage transition mostly no safety gain, like some house although look wall very thick, not represent must structure solid.

Finally, cost also important, need bear lightweight technology bring cost rise. Like NIO, Onvo long range version, if don't want add too much weight must use ternary lithium battery, this is very big money. Ternary lithium battery energy density high, same battery capacity weight lighter, basically than lithium iron phosphate light, like 85 kWh ternary lithium battery vs 85 kWh lithium iron phosphate battery reduce weight 100+ kg. Therefore, lightweight need comprehensive consider many things.

Q: NIO recently participated in formulating Singapore swap standard, global first batch of passenger car swap written into national standard case, this means NIO swap model from enterprise standard go to national standard? NIO swap ecology overseas situation how?

Li Bin: We in Europe already have over 60 swap stations, mainly in Northern Europe like Norway, Germany etc 5 countries, among Norway has over 20 swap stations, Firefly also in Singapore market sell. We with Europe some countries, Singapore etc, always and relevant department in swap station standard aspect have very active exchange.

At that time Shen Fei still in charge of NIO Energy, NIO and national relevant department push swap standardization, participated very many standards, go all out push swap standardization, not only in domestic, also include international, because indeed can solve EV "only charge cannot swap", car battery different life etc many problems.

Q: Onvo L60 initial launch mainly against fuel competitors, this time obviously path adjustment, overall product strategy what? L60 on user attraction how?

Shen Fei: From Onvo whole brand user repeat purchase data view, our user group is from relatively high-end brands, BBA and traditional luxury brands roughly proportion 35%, joint venture brand owner account 30%, other new energy friend user proportion 10%, NIO community repeat purchase also nearly 10% proportion, from traditional fuel car camp quite many.

From user perspective this account very easy to calculate, from fuel car transfer over, originally second hand swap also can worth some money; from monthly car use cost say, NIO select rent power solution even plus battery rent, electricity fee, still saves thousand eight hundred yuan compared to fuel fee, so no reason not to convert.

I go frontline run down feel, everyone consumption habit is hand has one car still can好好 drive, go understand other new car driving performance not so strong. But everyone still have way to exchange, including like this time cave smart driving video, will let potential consumers touched.

Li Bin: Our user source among, BBA, joint fuel proportion and NIO system user repeat proportion, add together about 85%, that is new purchase less, whole market already entered stock era, many families have not just one car, mostly are swap.

From user perspective view, with today new energy infrastructure and EV product competitiveness, fuel user swap also likely will choose new energy car. Previous years because infrastructure not developed, charging swap conditions not full, user choose range extended, choose plug-in hybrid all reasonable. But now user easily can make choice, choose pure electric, choose smart EV is natural thing.

This year Jan-May, whole car market total volume year-over-year decline about 20%, especially May fuel down 40%, but pure electric overall is growth, deeply reflect car market already entered stock era, repeat purchase, repeat, swap become mainstream, under this situation, I believe smart EV pure electric technology route will definitely get more user choice.

Q: NIO Company first half this year basically release new models concentrated finished, but friends still have many new models poised to go, will this make NIO already released models receive impact?

Li Bin: Every car have very strong competitiveness, Onvo L60 although on 2024 released, still now has very strong competitiveness. We in tech leadership have confidence, recently released models in longer time period will maintain competitiveness.

2022 released ET7, smart driving still continuously improve, its hardware capability not fully dug out. In tech layout aspect we always relatively advanced some, for next products on market competitiveness very confident, not because second half no new car release worry order problem.

No new car rather can down-to-earth sell cars, serve users. Firefly is example, release over one year, middle some small iterations, now order waiting cycle again become longer.

Q: Onvo L60 smart driving level compared to Tesla FSD where level?

Li Bin: Tesla FSD latest version I haven't experienced,正式发布 will go experience, good study. Tesla smart driving in model and compute etc aspect indeed very leading, have many places worth learn.

But NIO from self-developed chip to sensors, to whole world model + reinforcement learning route, and new car through extreme narrow cave crossing, explain we also possess such capability. Later will increase in compute aspect input, perfect data loop training, continuously improve smart driving experience upper limit, we on later continuous progress very confident.

Smart driving fully reflect each family's comprehensive tech capability, this you chase I catch situation also quite good, hope everyone also go experience experience, including new Onvo L60 smart driving.

Q: First half this year Onvo released three new models, all use flagship smart three major components, dense update behind consideration what? These technologies in latest industry competition state can establish which moats?

Li Bin: From release speed view, originally not provide radar Coconut, Coconut+ and NIO Gen 2 platform cars, these smart driving baselines, basically can in plus minus not exceed few weeks time window simultaneously release. This very not easy, because in time span and hardware difference have challenge.

Reason because through full stack self-research from internal can unify places all unified together, this point very important. From ET7 start to Onvo L60, visual sensor layout relatively advanced, 7 8-megapixel camera + 7 surround camera, including sensors also consider long-term standardization.

Onvo plus LiDAR, with NIO in planning aspect more consistent. Whole tech baseline can reuse represent data and tool chain reusable, model deployment and variation relatively easier manage. So from Gen 2 product start whole smart driving bottom-layer hardware self-research advantage show: memory bandwidth very important, often underestimated; ISP multi-mode signal processing ability in extremely dark, extremely strong light environment clarity, resolution and image restore ability very strong.

Comprehensive speak, this reflect NIO in smart driving hardware, data loop long-term thinking. So now Gen 2 car group intelligence capability bring data loop capability, same make Coconut etc benefit, this is engineering system and architecture thinking.

Q: New Onvo L60 after launch, this year Onvo all new models release finished, order situation how? Onvo monthly sales expectation? Increment price drop impact on gross margin how?

Li Bin: We on current market trend attitude relatively cautious, rarely say NIO each brand individually need reach how much sales. But still hope NIO enter three brand development stage after, can maintain 40%-50% growth, this year Jan-May NIO growth 68%, performance quite good.

Second half start, more energy will be used sell cars, serve users. Onvo these several cars market competitiveness all very strong, I believe can reach internal预定 target.

Gross margin aspect, now supply chain price rise more, Onvo L60 has gross margin but very miserable, so this year gross margin and profit growth mainly look at total amount.

Q: Will Onvo optimize rental solution, reduce user rental rate? Currently battery rental overall penetration rate how?

Li Bin: Battery rental solution penetration rate over 90%. As for industry penetration rate, we cars sell well, penetration rate high. CATL etc friends also have swap solution, participants more market penetration rate naturally rise. We with many friends in swap aspect have strategic cooperation, but friends whether do swap need relatively long time make decision and product and business preparation, our swap ecology always open.

Q: Car-grade memory price rise to Onvo cost gross margin actual impact? CXMT cooperation progress how? After can imagine space how big?

Li Bin: This round price rise impact big. Taking Onvo example, single car cost rise 10,000+ yuan, calculated to final selling price plus tax etc impact about 15,000 yuan. Non-chip part like battery raw material lithium also rise many, this year indeed cost pressure very big.

CXMT plant distance us very close, all in Economic Development Zone North District, distance maybe just 1 km. Currently cooperation LPDDR5X vehicle verification progress smooth.

Q: Can detailed interpret Onvo user source?

Li Bin: Just Shen Fei also said a bit, BBA and traditional luxury brand user about 35%, joint fuel car user 30%, early pure electric and range extended car repeat purchase swap about 10%, other source including new purchase etc.

Q1 Onvo average selling price 240,000 yuan, higher than some traditional luxury brands, so Onvo indeed is a family-oriented high-quality brand. New Onvo L60 main sales version Max+ starting price 202,800 yuan, last night orders over 90% choose Max+ and Ultra+, over 90% choose Coconut+, Shenji NX9031+ LiDAR version. Onvo in 200,000-300,000 yuan area product layout and brand positioning, quite fit target users and consumption trend.

Q: Beginning of this year BYD release flash charging whole market think will affect NIO swap, but from first half data view, flash charging and swap products also still maintain growth. Next in technology convergence process, efficiency still charging replenish aspect inviolable truth? How judge future replenish direction?

Li Bin: Happy to see more and more car manufacturers charge swap infrastructure aspect investment, flash charging industry have good promotion role, let each party more focus infrastructure investment, no longer simply rely public charging piles.

NIO in charging pile construction aspect very active, persist chargeable, swapable, upgradeable. Of course our construction idea with others also differ, currently already have 86 charge road landscapes, charging piles built in others don't want build places, like Inner Mongolia Expressway, Jilin Expressway earliest all we built. Our starting point very simple: user go where, if there no infrastructure, at least guarantee. We early also have mobile charging car, now dispatch rate lower, mainly use Xinjiang, Tibet etc remote area emergency rescue.

I also want to emphasize, swap and charging not opposite. We very early required, user home, unit where can install charging pile, definitely help install, so our user charging pile installation proportion industry leading, because have national energy service team push, higher efficiency. Behind thinking also simple: home install charging pile, can charge night, day to unit charge, is best experience.

Our swap process not get off car, experience better, including swap station some other dimension value:

First, thoroughly solve car battery different life problem, separate car and battery, for user and society long-term interest have benefit. Buy battery not only look short-term experience, look 8 years, 10 years even 15 years, not arrived time just abandon. Swap station internal smart charging strategy for battery life very important, through operation extend life, basically can every battery life improve 1.5 years and above.

Second, energy attribute. Swap station is natural energy storage facility, we 3900+ swap stations equivalent to 7 GWh energy storage. In China new energy power ratio more and more high background, value will gradually reflect. Many swap stations already participate grid response, every day do energy storage, as energy infrastructure efficiency very high.

Therefore, super charge, flash charge and swap not opposite. Swap indeed can solve many flash charge can't solve problems, everyone now see fast or shallow fast. Fast charge to certain speed and time after, boundary benefit not so big, at home or unit slow charge also completely fine.

More important swap for car battery different life, battery life and safety meaning, and as distributed energy storage facility in new power system value, these hard to charging solve.

Q: Now industry among other manufacturers also prepare release second brand or new series, Onvo these two years more exploration have what experience worth external share?

Li Bin: We feel still underestimate establish a brand difficulty. NIO brand on 2016 first release, until now 10 years, that year market attention high, easy as new force representative, have heavenly time geographical people factors.

Onvo as new brand, originally thought brand awareness can quickly build. But research data show, many people simply don't know Onvo brand, awareness equivalent to NIO 6 years ago or even earlier. Today market environment, new brand hard get attention, establish brand than imagined hard, difficult.

But Onvo in brand concept build aspect do well: serve who, what positioning very clear—"Make family life better", May 15 we speak "Every journey, all Onvo", Onvo is a family service high-quality brand. Quality and safety, vitality community etc brand pillars also clear, user also will response.

But market challenge indeed very big, how make brand be remembered, touch heart, not only product config and performance how, more is can cause everyone resonance. L90, L80, new L60 launch on, all spend large time through user scene and real stories reflect brand bottom layer thinking, spiritual layer thinking, we also hope and target user resonate.

Q: Onvo initial goal is volume, but from recent few months sales volume situation look seems not reached expectation height?

Shen Fei: About sales volume expectation, I with internal colleagues often share, need firm confidence, don't underestimate. Onvo is 2 years brand, current sales volume than NIO delivered 2 years still more. Originally Onvo overall sales volume climb fast, one year achieved NIO 4 years volume.

But we need face still have many problems need solve, continuously go progress. Of course external won't see so, single user buy one car must choose one suitable for oneself, for whole industry say, including sit media teachers, everyone will put Onvo and NIO together look. So I hope whole team in keep confidence, keep have right cognition to self when can continuously progress.

Li Bin: Supplement, L90 after launch, in pure electric large three-row SUV market area sales first, Onvo L60 after launch same level also top three, so performance thing depends on how look. We now still need face brand construction and sales system capability construction, it have a process.

Q: Onvo L60 value retention not bad specific reason? World model scheme after, smart driving team compute and manpower input and later plan?

Shen Fei: About value retention, Onvo L60 product power is fundamental reason, user on this car various aspects very satisfied. Second is price policy etc aspect relatively stable, including new L60 pricing also in very hard balance new car, second hand car etc aspect factors.

This is multi-effort result, including our direct sales model, swap capability etc aspect all have contribution, everyone focus value retention right, it reflect brand comprehensive competitiveness.

Li Bin: In speak hardware and model competitiveness when, everyone don't forget compute. Why beginning of last year everyone worship DeepSeek, core is need training resources far less than US peers.

Last year, compared to domestic do well peers, NIO smart driving training compute indeed only their one fifth or one tenth, and top peers compared even less, with Tesla even cannot compare.

Compared last year, this year we roughly increase several times input, see effect still very good. This year second half will have larger compute input, overall compute operation relatively stable.

Q: New Onvo L60 price and NIO ES6 differ 100,000 yuan, tech equipment already relatively close, NIO three brands between how define market?

Li Bin: NIO, Onvo, Firefly in their respective target market all keep high-end positioning. Like Firefly in small car market still is high-end positioning, compare same level small car price high 50% roughly, domestic many pure electric small car roughly 70-80,000 yuan, Firefly main sales is over 120,000 yuan. Its product and service can support this price, so small car safety so good, 9 airbags etc create many safety test score records.

Onvo target family market, also keep high-end positioning. Q1 Onvo average selling price 240,000 yuan, most mainstream family brands cannot reach this average price. Onvo positioning have enough tech and product support, new Onvo L60 is mid-size SUV tech flagship, emphasize tech for family concept, safety quality foundation. We think, family car user very care these, like some luxury config optional, but safety quality and tech architecture no trade-off, this keep brand color.

NIO target high-end market, adapt user group more, like all-scenario tech experience, ES9 executive flagship, ET5 all have their unique emotional experience, also Horizon etc have special tech atmosphere, let user have better mood and emotion experience.

These three brands common point: keep high quality, keep in their respective sub-market high-end positioning and tech lead. On this basis again revolve user needs solve, we won't blindly pile config, will look which points can with target user group produce emotional resonance, function experience sort, different target market priority different.

Q: New Onvo L60 officially release, three flagship tech down to 200,000 yuan market, is out of what judgment? Stand at this time point to NIO how judge?

Li Bin: Onvo L60 from birth day, use very many NIO first launch tech, full domain 900V is NIO first is L60 on mass production, including high performance, high efficiency drive and smart fuse all first mass production, SkyOS·Tianshu full domain application first mass production car model also Onvo L60.

Smart driving aspect, chip exist a ramp process, first on ET9 carry, then to NIO Gen 3 ES8, gradually push to Onvo brand, every car target market must apply best tech. New Onvo L60 is mid-size SUV tech flagship, in many tech aspect is currently industry best, this is fact.

Q: Many brands release their smart driving chip, NIO chip what advantage?

Li Bin: Make a smart driving chip, have many methods, let others help define design, this is not what hard matter, industry many people all do. But important is this chip not that chip, like one car you find engineering design company make it, or through yourself full stack self-research, this involves enterprise own complete engineering capability, many core parts need self-research, input larger, difficulty also larger.

NIO Shenji NX9031 team 600+ people, from front-end to back-end have complete design capability, build this capability very not easy, with simple define params others do difference very big.

Additionally, smart driving chip performance evaluation cannot simply compare one point, need from multi-dimension view: First, inference compute; Second, memory bandwidth, on support model size and run speed very important, we memory bandwidth basically is industry 2 times; Third, multi-mode signal processing ability, need very detailed work, cave crossing performance good also and this have relation.

Smart driving foundation is vision, cannot just look light good when, many scenes light not good, this test bottom whether can very well process. Also chip redundancy backup when need achieve millisecond level hot switch, two chips interlink, interface and ability strong, for future L4, L3 smart driving also very important.

Q: Onvo L60 cave crossing creative reaction very good, biggest reason what?

Li Bin: New Onvo L60 whole smart driving baseline basically with NIO ES9 aligned, use latest version NIO World Model. In various extreme conditions, especially extremely dark light environment image processing ability, NIO World Model inference ability, in actual test include in cave show安心感 still quite good.

From chip, OS, reinforcement learning etc, our smart assist driving route foundation build relatively deep. Before everyone feel iteration slow, just like build swap stations, also have many doubts, but I think sharpening axe not delay woodcutting.

Auto industry is marathon, not one day, is very long competition. If short-term goal build 100 floor high building, then we build can support 150 floor foundation; If build 10 floor fast can let people see live in, impossible on 10 floor, 50 floor foundation build 100 floor high building. Everyone work thinking when assess time dimension not same, so到底 use how long time assess one thing, decide everyone see NIO work reasonableness and behind logic.

Sometimes use one quarter, half, one year time assess, feel NIO this company quite silly. But if use 3 years, 5 years look seem still have reason, if use longer time look, feel quite reasonable.

We want to put long-term thinking, long-term goal and short-term exec how combine good, these two years also push user value all-staff operation org reform. This is management solve things, in smart driving also same, smart driving also whole company tech innovation, system innovation miniature.

Q: My friend is Hefei local, want buy new Onvo L60, but his wife Model Y brand worship, if you are sales how persuade him?

Shen Fei: From conversion rate speak, Onvo brand and Model Y is number one, different months inside, actually from brand consumption say, earliest batch like tech taste user already towards domestic brand switch.

Now market new energy penetration rate reach 60%, user swap car know buy electric car. Actually these consumption groups relatively steady, conservative, unwilling make mistake, Tesla as exist time relatively long brand, easy become "buy this possibly no mistake" choice, this is we need breakthrough point, need invite these users come experience.

Onvo in whole NIO 11 years tech basis above, new Onvo L60 is 200,000 yuan level most tech competitiveness, most tech feel one car, comfort experience all super class. But car advantage rely language say always one-sided, really need to scene come experience.

Li Bin: New Onvo L60 size and Model Y similar, now new Onvo L60 have 60% optional, 200,000 plus have fridge, TV, sunshade, comfort big sofa don't say, also small table, back also can install 52L freezer, sun protection, fridge, rear screen drama needs all solved, also adjustable seat, lie inside very comfortable.

And cheaper than Model Y much, whole car buy cheap 60-70,000. Tesla domestic FSD subscription is 64,000 yuan, same smart driving experience choose us save 100,000+; if buy car rent battery, diff more, we also can swap, so don't compare. Simple speak is luxury config + space big + smarter.

—END—

2026 年 5 月 26 日，江鈴集團新能源喺南昌舉行「左右同行 向新全球」易至 EV3 新品發佈暨全系產品推介會，正式面向全球發布全新易至 EV3。這場發布會嘅特殊之處在於全程英文、全球直播，台下坐著來自全球 40 多個國家嘅海外經銷商。一家有著 79 年造車歷史嘅國企，用一場國際化發布會宣告了一款 A00 級純電小車嘅全球野心。

市場寒冬中嘅逆勢突圍

2026 年嘅微型電動車市場並唔樂觀。數據顯示，2026 年 1 至 4 月，國內 8 萬元以下新能源車銷量下跌接近 50%，純電微型車零售同比驟降近七成。曾經蟬聯微型電車銷冠嘅五菱宏光 MINIEV 月銷跌破 5000 輛，零跑 T03、吉利熊貓、長安 Lumin 等主力車款月銷均在 2000 輛以下。政策層面，新能源購置稅由全額免徵調整為減半徵收，價格敏感嘅下沉市場買家面臨額外壓力。

正係喺這樣嘅市場環境下，全新易至 EV3 打咗出一張與眾不同嘅牌——「百項升級，全系標配 L2 級智能駕駛輔助系統」。

「Easy」哲學嘅五個維度

「我哋將複雜留畀自己，將 Easy 畀用戶。」發布會主講人、江鈴集團新能源市場營銷部王金華以一位普通媽媽嘅身份開場，講述五個真實用戶嘅日常困擾——泊車難、空間小、安全焦慮。呢份務實嘅思考，恰恰回應咗一個行業核心命題：喺配備內捲嘅時代，咩先係消費者真正需要嘅？

全新易至 EV3 嘅產品定義圍繞五個「Easy」展開：Easy Joy、Easy Drive、Easy Park、Easy Use、Easy Fun。呢五個維度對應五類真實用戶——追求時尚嘅小娟、講究皮實耐用嘅老陳、害怕泊車嘅莉莉、需要大空間嘅法蘭克、渴望放鬆嘅職場媽媽艾米麗。正係全球小型電動車最真實嘅需求縮影。

安全配備嘅「降維打擊」

喺 10 萬元以內嘅小型電動車市場，L2 級智能輔助駕駛系統幾乎係「奢侈品」。全新易至 EV3 打破呢一慣例，全系標配 L2 智駕，集成 AEB 自動緊急制動、ACC 自適應巡航、FCW 前碰撞預警、LDW 車道偏離預警及 BSD 盲區監測五大核心功能。

被動安全同樣唔含糊。新車採用高強度籠式車身結構，前防撞樑抗拉強度高達 1500MPa，配合 540°全景影像（含透明底盤），實現全方位無盲區守護。更值錢關注嘅係，全新易至 EV3 係同級別唯一配備第三代 WCBS 線控制動系統嘅車款，從 100km/h 到剎停只需 39 米，響應速度達 150 毫秒級，比同級競品足足短咗 4 米。喺緊急情況下，呢 4 米就係安全與危險嘅界線。

全新易至 EV3 仲係四款 6 萬元級純電小車中唯一嘅五門五座佈局車款，後排配備三個獨立可調節頭枕，真正實現咗「坐五個人都唔夠攪」。86.59% 嘅超高得房率最大化釋放咗乘坐空間，後排即使坐三位成年人亦唔局促，後排椅放倒後行李廂容積可擴展至 1000L。喺 A00 級市場普遍存在嘅儲物焦慮同應急痛點面前，全新易至 EV3 畀出咗一個近乎完美嘅解決方案。

智能化同空間嘅越級體驗

智能化方面，全新易至 EV3 全系標配 5 吋液晶儀錶同 10.1 吋中控大螢幕，首次接入豆包 AI 語音大模型，支持「可睇即講」同自然連續對話。同時兼容 CarPlay、線上導航及影音娛樂。手機 APP 遠程控車支持一鍵解鎖、冷氣開關、電池包加熱、一鍵除霧等功能，全球通用。

動力方面，全新易至 EV3 搭載 50kW 液冷永磁同步馬達，峰值扭矩 125N·m，0-50km/h 加速只需 4.5 秒。30.24kWh 磷酸鋰鐵電池提供 330km CLTC 續航，具備 IP68 級防塵防水同智能熱管理系統。首任非營運自然人車主可享三電系統終身質保，並額外享有 8 年或 15 萬公里內電池衰減超 30% 免費更換、電池自燃「燒一賠一」嘅雙重安全承諾。

全球化佈局嘅戰略深意

全新易至 EV3 嘅全球同步上市，最大亮點在於實現咗左舵同右舵版本同步研發、同步上市、同步交付，直接適配全球絕大多數國家同地區交通法規。喺同級車款中並唔多見——多數車企先推左舵，再花數月甚至一年適配右舵市場。而江鈴集團新能源選擇左右舵同步開發、同步投產，意味著產品平台由立項之初就具備全球化嘅底層架構。

呢一戰略選擇背後係清晰嘅商業邏輯。右舵市場恰恰係中國新能源出海嘅重要增量空間，東南亞嘅泰國、馬來西亞等國新能源政策持續加碼，且以右舵為法定通行標準。全新易至 EV3 由平台架構階段就按全球法規設計，經銷商拿到車即可直接銷售，交付效率同市場競爭力大幅提升。

數據印證咗呢一策略嘅有效性。截至 2026 年 5 月，江鈴集團新能源海外業務已拓展至超過 40 個國家及地區，覆蓋歐洲、非洲、中東、東南亞、南美洲五大洲。出口業務連續三年正增長，2023 年同比增長 70%，2024 年同比增長 25%，2025 年同比增長 203%。

六萬級 + 八重禮嘅誠意

新車提供舒適型、豪華型兩款配備，指導價分別為 6.28 萬元同 6.68 萬元。即日起至 2026 年 6 月 30 日，通過官方渠道下訂即可享價值 20000 元嘅上市嚐鮮八重禮。購車環節可享不限品牌、不限持車時長嘅 5000 元/台增換購補貼同 3000 元購置稅補貼，淺云米、天水碧、暮煙藍三款個性車色限時免費選配，同時可免費獲贈充電槍或充電樁（二選一）。

寫在最後

全新易至 EV3 嘅發布，唔單止係一次產品嘅滿配進化，更係江鈴集團新能源對「讓美好易至」品牌理念嘅深度踐行。喺微型電動車市場整體承壓嘅背景下，江鈴集團新能源冇選擇價格戰嘅短期策略，而係用「百項升級」同「L2 智駕標配」重新定義咗 A00 級產品嘅價值標準。

當然，挑戰同樣存在。品牌認知度同渠道覆蓋仍係江鈴新能源需要持續攻克嘅課題。喺 6 萬元呢個價位段，消費者對價格嘅敏感度遠高於品牌忠誠度。但對於嗰些把安全放喺第一位、追求高性價比嘅家庭用戶嚟講，全新易至 EV3 提供咗一個難以忽視嘅選擇。

正如同江鈴集團新能源海外事業部總經理聶小勇所言：「JMEV 唔係做短期跟風，而係下決心做長期生意。」由產品定義到全球化佈局，由安全配備到智能化體驗，全新易至 EV3 展現嘅唔單止係一款車嘅進化，更係一家擁有 79 年造車底蘊嘅國企，喺新能源時代嘅思考同行動。美好出行，本該 So easy。

喺 15 萬級新能源緊湊型 SUV 市場，深藍 S05 憑藉出眾嘅產品力同全球化布局收穫大量關注。唔少消費者關心呢款車實際表現點樣，本文將從質量、口碑、售後三大維度，結合官方信息客觀解讀，為揀車提供參考。

做工用料紮實，整車質量表現穩定

車輛品質係家用车嘅核心，深藍 S05 倚靠成熟製造工藝同多重安全檢測，整體質量表現可靠。

三電系統係該車嘅核心亮點，全系搭載寧德時代電芯同金鐘罩電池技術，至今保持零自燃記錄。車輛提供兩種容量電池版本，搭配微核高頻脈衝加熱、無極功率控制等技術，充放電轉化率高於行業平均水平。電池通過新國標安全檢測同中汽中心 NESTA 六維電安全認證，循環壽命長久，60 萬公里行駛後電池衰減幅度較小，長期使用穩定性良好。

車身採用 78% 高強度鋼鋁混合結構，關鍵部位使用超高強度鋼材，結合 CTV 車身電池一体化、7700T 大壓鑄工藝，車身剛性出色，亦減少咗內飾異響問題。原車搭載嘅原力超集電驅經過近 19 萬台裝車驗證，運行平穩。此外，該車仲獲得 J.D.Power2026 中國新能源汽車新車質量研究緊湊型純電動 SUV 第一名，專業機構亦對其品質予以認可。日常使用中，車輛核心部件故障較少，僅部分用戶反饋高速風噪、細碎內飾異響等小問題，唔影響行車安全。

銷量獎項雙豐收，市場口碑整體向好

市場銷量、行業榮譽同車主反饋，共同構成咗深藍 S05 嘅真實口碑。

銷量層面，該車全球累計銷量已超 22 萬輛，月均銷量穩定破萬。國內銷量排名靠前，海外市場同樣表現亮眼，連續兩月位居西班牙同品類車型註冊量首位，巴基斯坦、泰國等地區訂單成績突出，目前車輛已銷往全球 70 多個國家同地區，龐大嘅用戶基數印證咗市場認可度。

憑藉設計、性能同智能配置，深藍 S05 斬獲多項國內外大獎，包括德國 iF 設計大獎、泰國年度汽車大獎、智利最佳推薦車型等，綜合實力獲得海內外專業機構肯定。

從車主實際體驗嚟睇，620kmCLTC 續航可以滿足日常通勤需求，全系 3C 超充 15 分鐘即可咗完成 30%-80% 補能，有效緩解續航同補能焦慮。2880mm 軸距帶嚟寬裕乘坐空間，多規格儲物空間實用性強，智能座艙同駕駛輔助系統亦適應日常出行。

服務體系完善，售後保障貼心全面

完善嘅售後服務，能有效降低新能源車主嘅用車顧慮。深藍 S05 倚靠成熟服務網絡，為車主提供全流程保障。

質保政策方面，非營運首任車主可享受三電系統終身質保，過戶或里程超出標準後，仍都有長期質保兜底，同時品牌對電池衰減設定明確更換標準，打消用戶後顧之憂。線下服務網點覆蓋廣泛，國內多座城市均可就近完成維保。純電車型保養項目簡單、成本親民，首任車主仲可享受免費基礎保養權益。門市技師均經過專項培訓，三電維修專業性較強，配件供應穩定。

此外，品牌配備 7×24 小時全國道路救援，出現故障可及時處置。借助專屬 APP，車主能在線預約保養、查看維修進度，車輛還支持遠程 OTA 升級，減少線下進店頻次。終身免費流量、充電樁安裝等增值服務，亦進一步提升咗用車便捷度。

綜合質量、口碑、售後三大維度，深藍 S05 係一款綜合實力均衡嘅 15 萬級純電 SUV。車輛核心部件品質穩定，經過市場同專業機構雙重檢驗；海內外銷量同獎項加持，用戶口碑偏向正面；完善嘅質保同服務網絡，可為長期用車保駕護航。如果日常以城市通勤、短途出行為主，看重續航、空間同高性價比，呢款車值得一試。

知嘹汽車/費德

由 5 月中旬至 6 月中旬，港股汽車指數由 2839.911 點跌至 2504.464 點，回落超過 11.8%。而申萬汽車板塊總市值亦喺呢一個月之內蒸發咗 5700 億元。

個股層面更加慘烈。6 月 15 日，港股市場上汽集團收市價 10.79 港元，廣汽集團報 2.46 港元，奇瑞汽車報 26.68 元，北京汽車跌至 1.05 港元，市值只得 80 億港元左右。長城汽車年內跌幅已超過 22%。新造車勢力同樣未能倖免，理想、小鵬、蔚來、零跑、小米年內股價跌幅均超過 20%。

要理解呢輪下跌，就要睇清終端市場嘅真實狀況。2026 年 1 至 5 月，國內乘用車累計零售約 710 萬輛，同比下滑 19.5%。5 月單月零售 151 萬輛，同比下降 22.1%。進入 6 月，情況亦未見好轉——第一週零售量僅 22.8 萬輛，同比跌幅擴大至 23%。

要知道 5 月新能源車可就賣咗 95 萬輛，滲透率亦跟著漲，直逼 63%。如此大嘅反差，最直觀嘅原因係市場需求已被之前嘅減價、補貼提前釋放或消耗咗。當減價已經冇辦法有效帶動銷量時，價格戰嘅邊際效用正喺急速遞減。

銷量下滑只係表象，利潤率暴跌先係資本市場最驚嘅。2026 年一季度，汽車行業整體利潤率僅為 3.2%，創歷史新低。一輛十幾萬元嘅車，淨利潤只有唔到 3000 元。這仲算好，部分車企嘅利潤率甚至唔足 1.1%。

面對微薄嘅利潤空間，工業和信息化部與國家市場監督管理總局已於 6 月 11 日聯合約談咗部分車企，要求遏止非理性減價同無序競爭。但即便約談咗，只要競爭對手仲喺減價，冇任何一家企業敢主動收手，所有人就咁被迫陷入「囚徒困境」。

與利潤率下跌相比，供應過剩對利潤嘅侵蝕更致命。目前汽車行業整體產能利用率唔足 70%。2025 年中國汽車行業總產能約 4870 萬輛，而實際銷量僅 2693.8 萬輛。大量生產線處於半空轉狀態，好容易賺來嘅微薄利潤仲要被巨額嘅折舊成本盤剝一層。

為咗攤薄固定成本，車企只能繼續擴大產量，惡性循環嘅結果係經銷商嘅庫存壓力隨之持續加大。2026 年 3 月，經銷商庫存預警指數達到 57.5%。5 月末經銷商渠道庫存總量約 250 萬輛，去化週期超過 60 日。庫存積壓意味著資金佔用成本激增，經銷商嘅生存空間被進一步擠壓。

嗰如果把市場重心轉向海外呢？確實，過去兩年，出口一直係中國汽車行業最重要嘅增長引擎。5 月汽車出口達 93 萬輛，同比增長依舊高達 68.7%。

但海外市場嘅門檻其實亦喺悄悄變高。美國對進口整車加徵 25% 關稅。歐盟碳邊境調節機制於 2026 年 1 月 1 日正式進入收費階段，東南亞入面嘅泰國 10 家汽車行業協會已聯合提議對進口中國電動車加徵消費稅。

從資本市場角度看，中國汽車板塊嘅估值體系正經歷一次底層邏輯嘅切換——從關注滲透率同想像空間嘅「成長股」邏輯轉向關注盈利能力同宏觀趨勢嘅「週期股」邏輯。

所以喺呢個邏輯入面，邊個先將「賣得多」變成「賺得多」，而且仲要保證冇被對手熬死，邊個先係下一個週期嘅真正贏家。

知嘹汽車原創文章，如須轉載請聯絡我們

*圖片來源網絡，如有侵權請聯絡作者刪除*

10 萬預算想買一部兼顧家用同輕越野嘅方頭 SUV？睇完 BJ30 旅行家高光版先做決定。

6 月 12 日， BJ30 旅行家第 15 萬台喺北氣株洲超級工廠正式下線，與此同時，BJ30 旅行家高光版上市，隨即推出 BJ30 旅行家全系 3 萬元置換政策，新老用戶都係享受到，同時，仲俾咗價值 6,000 元整車終身質保（限首任非營運車主）在內嘅五重禮遇，大家嘅購車壓力降低唔少。

當然，除咗價錢，呢台車嘅實力亦都好睇得過。憑佢大空間、低油耗同越野能力，重新定義咗 10 萬級輕越野 SUV 嘅標準。

軸距 2820mm，實用率 66%，1496L 尾箱，38 個儲物位，後排坐椅放倒可以攞到 1.92 米「大床」，BJ30 旅行家搬家、露營可謂輕鬆，誇張啲，仲可以拉貨。BJ30 旅行家仲有一大差異化亮點，佢係 10 萬級少見嘅大七座方頭車，第三排能夠坐落1.8 米嘅成年乘客，日常出行唔擠好重要。

講到日常出行，慳都好關鍵。南非、印尼、阿聯酋、波蘭、墨西哥五國汽車博主，百公里油耗均未超過 5L（南非未鋪裝路面 4.9L、印尼擠塞路段 5L、阿聯酋荒漠公路 4.9L、波蘭冰雪山路 4.85L、墨西哥顛簸路面 4.4L）。相比之下同級車型，一年可以多省幾千蚊油費。而且首任車主享有整車終身質保，覆蓋 99% 零部件，保養亦都便捷，算係用得省同比較安心嘅一類，無怪能夠攞到 15 萬份信任。

唔止如此，越野能力亦係方頭車嘅核心競爭力之一，作為國內首款搭載 HEV 混合動力嘅方頭 SUV，車輛配備三擎四驅六模混合動力系統，由 41% 熱效率混合動力專用引擎、前後雙馬機組成三擎動力，配 30 毫秒響應嘅智能四驅，0.5 秒便可爆發峰值扭矩，。直白講，面對通勤、高速、爬坡脫困等情況，BJ30 旅行家能令動力處於最佳狀態。

動力之外，中央差速鎖 + 四輪電子限滑+AI 智能超級電控系統，增強咗 BJ30 旅行家嘅脫困能力，唔單能應對泥地、沙地、交叉軸等複雜路況，自研嘅 AI 智能超級電控系統，仲可以透過 OTA，持續加強脫困技能。再加上智電 ATS 全地形控制系統帶來嘅四種越野模式，雪地、涉水都能輕鬆拿捏。

再睇下車身，採用籠式結構，高強度鋼佔比 63.4%，車身扭轉剛度 24800N・m/度，整車經歷 400 萬公里極端耐用測試，仲能夠頂住央視鏡頭檢測，拆解過嘅 15 萬公里實車，證明其動力、底盤、電池包無老化滲漏問題，硬件可靠。

今次推出嘅高光版，喺原有基礎上，外表、性能、配備均有升級。例如專屬星環輪圈、全新橙色內飾同金屬紋理飾板，令新車更有個性。換裝高性能、長壽命嘅專用 AGM 電池、搭載保時捷同款渦輪增壓技術、後馬機功率由 55kW 提升至 70kW、雨滴感應自動關窗等等，都指向新車嘅體驗升級。

綜合來看，BJ30 旅行家唔單止喺產品層面滿足城市通勤同輕越野嘅平衡，仲喺 10 萬級方頭 SUV 中有足夠分量嘅性價比話語權，因此，買方頭車之前，建議唔好錯過 BJ30 旅行家。

Author | Janson

Editor | Zhihao

For every 10 electric vehicles sold globally, 6 come from Chinese automakers; for every 4 electric vehicles produced globally, 3 are made in China.

Che Dong Xi news on May 25, the International Energy Agency recently released the 'Global EV Outlook 2026 (2026 Global Electric Vehicle Outlook)' report, analyzing the current development status of the global electric vehicle industry from an international organization's perspective.

▲ 2026 Global Electric Vehicle Outlook Report

The report shows that Chinese automakers supplied 60% of global electric vehicle sales in 2025; of the nearly 22 million electric vehicles produced globally, nearly 75% were completed in China. In other words, China is not only the world's largest electric vehicle consumption market but is also becoming the most important electric vehicle supply source.

More critically, exports are becoming a new variable in China's electric vehicle industry.

The report points out that China's electric vehicle production exceeded domestic demand in 2025, making exports an important incremental source. China's electric vehicle exports exceeded 2.5 million units that year, doubling year-on-year; entering the first quarter of 2026, despite domestic sales facing temporary pressure, China's electric vehicle exports doubled year-on-year again.

From the perspective of export destinations, Chinese electric vehicles are moving from a single market to a diversified market. After Europe, Southeast Asia, the Middle East, and Latin America are becoming new growth areas, with Southeast Asia growing by about 130% year-on-year, the Middle East by about 60%, and Latin America by about 55%.

This means Chinese electric vehicles going global is no longer a trial run by a few companies, but is becoming an important growth direction for the entire industry.

▲ Global Electric Vehicle Sales and Sales Share in Selected Regions from 2020-2025

Worth mentioning, China is not a member state of the International Energy Agency, but acts as an associate state, directly becoming the absolute protagonist in the report. The word "China" appears 486 times in this report, far higher than "Europe" (220 times), "United States" (204 times), "India" (92 times), and "Japan" (69 times).

Che Dong Xi carefully deconstructed this report. After interpreting it from the dimensions of market, policy, and outlook, it was found that China's status in the global electric vehicle field is very obvious, and the actions of China's new energy vehicle industry are also influencing the development of the global industry.

01.

From the World's Largest Demand Market

To the World's Largest Supply Source

The report from the International Energy Agency shows that in terms of production volume, sales volume, or export scale, China is one of the most important markets in the current global electric vehicle industry.

This change is first reflected at the level of complete vehicle supply.

The report shows that global electric vehicle production approached 22 million units in 2025, with nearly 75% produced in China. In other words, for every 4 electric vehicles produced globally, about 3 come from China's manufacturing system. Meanwhile, China's electric vehicle production has exceeded domestic demand, making exports an important incremental source.

▲ Electric Vehicle Production, Demand, and Net Trade in Major Markets

The report points out that China's electric vehicle exports exceeded 2.5 million units in 2025, doubling year-on-year; entering the first quarter of 2026, despite domestic sales facing temporary pressure, China's electric vehicle exports doubled year-on-year again.

This means exports are gradually becoming an important variable for complete vehicle enterprises to balance domestic fluctuations, expand profit space, and participate in global competition.

▲ Overseas Sales, Export Value, and Brand Distribution of Chinese-Made Electric Vehicles

Of course, the rapid growth of China's electric vehicle exports cannot be simply understood as a one-sided pull by overseas demand. More accurately, it is the result of the combined effect of domestic supply capacity, price competition, manufacturing scale, and global demand.

Intensified domestic market competition and pressure on profit margins have driven enterprises to actively seek overseas increments; while the advantages of Chinese automakers in model richness, cost control, and delivery capability have also improved their efficiency in entering overseas markets.

▲ Electric Vehicle Registrations and Penetration Rate by Major Countries/Regions

Currently, Chinese electric vehicles have formed a more systematic penetration in multiple emerging markets.

In markets outside Europe and the US, imported electric vehicles from China accounted for 55% of 2025 electric vehicle sales, whereas five years ago this proportion was less than 5%.

1. European Market: Still an Important Destination for Going Global

From the perspective of export destinations, Europe remains an important market for Chinese electric vehicles.

In 2025, China exported about 940,000 electric vehicles to Europe, a year-on-year increase of nearly 50%; but Europe's share in China's electric vehicle exports has dropped to about 40%. Meanwhile, the growth center is beginning to spread to more emerging markets.

▲ Proportion of Chinese Electric Vehicle Imports in Emerging Markets

2. Southeast Asian Market: Strong Influence of Chinese Brands

In 2025, Southeast Asian electric vehicle sales doubled year-on-year, exceeding 500,000 units for the year, with electric vehicles accounting for nearly 20% of new car sales.

Among them, Thailand, Indonesia, and Vietnam are the main growth markets; although the Vietnamese market is mainly driven by the local company VinFast, in countries like Thailand, Indonesia, Malaysia, and the Philippines, the influence of Chinese manufacturing and Chinese brands is very prominent.

In Thailand, electric vehicle sales reached about 140,000 units in 2025, accounting for nearly one-quarter of new car sales, and Chinese-made electric vehicles still accounted for about three-quarters of the local electric vehicle market; in Indonesia, 2025 electric vehicle sales doubled year-on-year, with about 75% coming from Chinese imports.

In Malaysia, Chinese imported electric vehicles once accounted for about 80% of the market; in the Philippines, Chinese imported models, especially those related to BYD, constitute an important part of local electric vehicle sales.

▲ Chinese Overseas Electric Vehicle Manufacturing Capacity and Southeast Asian Distribution

3. Latin American Market: Brazil and Mexico are the Mainstays

The Latin American market also shows a similar trend. In 2025, Latin American electric vehicle sales grew by 75%, with Brazil and Mexico contributing over 75% of the regional increment.

Among them, Brazil's 2025 electric vehicle sales reached 180,000 units, accounting for about 9% of new car sales, with nearly 85% from Chinese manufacturing; Mexico's 2025 electric vehicle sales tripled year-on-year, with Chinese imported models accounting for about 85% of local electric vehicle sales, higher than the about 60% in 2024.

▲ Electric Vehicle Sales Share in Emerging Markets by Place of Production

However, China's electric vehicle going global is not without challenges. As Chinese brands' market share overseas increases, some countries begin to raise localization requirements, adjust import tariffs, or promote the construction of local manufacturing capabilities.

The report also mentions that China's electric vehicle exports in 2026 may face uncertainties such as inventory backlog, export management, and tightening of overseas policies.

From a medium to long-term perspective, China's core position in the global electric vehicle industry will continue.

The report predicts that China will still be the world's largest electric vehicle producer in 2035, accounting for about 60% of global electric vehicle production; the export scale is expected to continue growing, continuing to be an important supply force for the global electric vehicle market.

▲ Outlook on China's Electric Vehicle Sales Share

From a long-term perspective, China will still be the most critical market, manufacturing base, and export center in the global electric vehicle industry chain.

02.

Automakers and Industry Chain All Join In

Competition Pushed Towards Overseas Markets

Chinese electric vehicles forming today's scale in the global market is not solely driven by a single enterprise, a single hit model, or a specific subsidy policy, but is the result of long-term accumulation of an industry system.

From the perspective of the industry chain, enough automakers participate, the industry chain is complete enough, product prices are competitive enough, and finally pushed to overseas markets by fierce competition.

First, China's electric vehicle industry developed fast enough, with enough participants. The IEA report shows that the Chinese market had nearly 700 available electric vehicle models in 2025, the only major car market where the number of electric vehicle models exceeds fuel vehicle models, with electric vehicle models outnumbering traditional models by about 60%.

This shows that the Chinese electric vehicle market is no longer a testing ground for a few brands, but a mature market where almost all mainstream automakers are deeply involved.

▲ Breakdown of Electric Vehicle Price Changes in China, Germany, and US

However, the premise of export growth is still that China possesses a sufficiently large domestic market as a basic board.

In 2025, China's electric vehicle sales exceeded 13 million units, accounting for about 60% of global sales; in new car sales in China, electric vehicles accounted for nearly 55%, becoming one of the mainstream categories of China's car market.

Traditional automakers, new force brands, new entrants with tech company backgrounds, and commercial vehicle enterprises are all launching products at different price bands and in segmented markets. The report also mentions that the Chinese market had over 1,100 models in 2025, with the number of electric vehicle models increasing by about 25% year-on-year, and large cars and SUVs accounting for over 60% of electric vehicle sales.

▲ Distribution of Model Price Intervals in Major Markets

The result of supply density is that the consumer choice space is quickly opened. Whether it's entry-level small cars, family SUVs, or plug-in hybrids, pure electric models, the Chinese market can provide a large number of choices. For automakers, this also means the speed of product iteration must accelerate, with configuration, price, channels, and brands all having to participate in competition.

Compared to markets like Europe and the US which still face issues of insufficient model choice and price intervals being relatively high, China's electric vehicle market entered the high-density competition stage earlier.

▲ Price Premium of Electric Vehicles vs. Fuel Vehicles in Emerging Markets

Second, China possesses a more complete electric vehicle industry chain, especially forming a global advantage in the battery link.

The report shows that in 2025, China's battery cell production accounted for over 80% of the global total, with an even higher proportion in key links such as cathode and anode materials; from cells and materials to complete vehicle integration and charging equipment, China has formed a highly localized and scaled supply system.

Batteries are one of the most expensive core components of electric vehicles. China's advantage in the battery industry directly determines the scope for reducing complete vehicle costs.

The report mentions that Chinese battery pack prices are about 30% lower than North America and about 35% lower than Europe; meanwhile, Lithium Iron Phosphate batteries are widely applied in China, further lowering the cost threshold for mainstream and entry-level models.

This industry chain integrity is not only reflected in "being able to make it", but more in "making it fast, lowering costs, and supplying enough".

▲ Public Charging Pile Quantity and Fast/Slow Charging Structure in China, Europe, and US

When battery costs decline, material supply is stable, and the parts system is mature, automakers can launch new models faster and can also transmit cost advantages to terminal prices faster.

Third, Chinese-made electric vehicles have formed a clear cost advantage and are starting to compete directly with fuel vehicles. The report shows that in 2025, about 70% of pure electric vehicles in China were sold at prices lower than same-class fuel vehicles; in the small car market, electric vehicles have basically replaced fuel vehicles.

Meanwhile, the average price of China's pure electric vehicles dropped by over 10% in 2025, with about 30% of pure electric model entry prices below $20,000 (approximately 136,400 RMB); in the SUV sub-market, pure electric SUVs achieved price parity with same-class fuel SUVs for the first time.

Finally, overly sufficient competition has also pushed Chinese automakers overseas. With more models, prices continuing to drop, and supply chain efficiency constantly improving, the scale advantage of China's electric vehicle industry has been brought about, but also brought profit margin pressure.

The report clearly mentions that fierce domestic competition and pressure on profit margins are one of the important reasons driving Chinese automakers to expand overseas sales; by 2025, China's electric vehicle production has exceeded domestic demand, with exports exceeding 2.5 million units, doubling year-on-year, and exports in the first quarter of 2026 doubling year-on-year again.

From the results, the overseas market is becoming a new direction for the release of China's electric vehicle industry capabilities.

▲ Outlook on Global Electric Vehicle Fleet

Therefore, Chinese electric vehicles going global is not simply "exporting because they can't sell domestically anymore", but the result of these capabilities overflowing to overseas markets after domestic high-intensity competition screens out cost, product, supply chain, and delivery capabilities.

The domestic market is responsible for "practicing capabilities", while the overseas market becomes a new growth space. The fundamental reason why Chinese electric vehicles can rapidly expand their presence in the global market is precisely that this industry system has formed a self-reinforcing closed loop.

03.

Conclusion: Chinese Automakers Going Global Continue to Accelerate

Entering 2026, China's new energy vehicle exports continue to accelerate. Data from the China Association of Automobile Manufacturers shows that from January to April 2026, China's new energy vehicles accumulated exports of 1.384 million units, a year-on-year increase of 1.2 times; during the same period, China's complete vehicles accumulated exports of 3.127 million units, a year-on-year increase of 61.5%.

At the automaker level, the overseas market has become an important increment for top domestic brands. From January to April 2026, Chery accumulated exports of 570,900 units, a year-on-year increase of 66.3%; BYD's overseas cumulative sales exceeded 450,000 units, and adjusted its full-year overseas target from 1.3 million units up to 1.5 million units.

Automakers such as Geely, Changan, and Great Wall also maintained growth in the overseas market, with Geely achieving 286,200 units in overseas sales from January to April, Changan 285,700 units, and Great Wall 180,600 units.

It is not difficult to see that the overseas market is becoming a new growth space for Chinese automakers, and Chinese automakers are also playing an increasingly important supply role in the global electric vehicle market.

Pada hari pembukaan Pameran Automotif Chongqing pada 13 Jun, stan Changan Mazda "Tetap Mazda", dua kereta diletakkan di situ, satu adalah MX-5, aura kereta sukan klasik mempunyai kesan penapis sendiri, bersebelahannya berdiri EZ-6 dan EZ-60, serta satu lagi EZ-60 edisi April yang baru dilancarkan, di bawah cahaya lampu memancarkan rasa pengekalan yang jarang dilihat.

Reka Bentuk dan Keselamatan: Dua Pasport Global

Kedua-dua model ini memegang tiket masuk ke pasaran global. EZ-6 baru sahaja meraih anugerah "Kereta Reka Bentuk Tahunan Dunia 2026", ini adalah pertama kalinya anugerah tersebut disandangkan kepada model tenaga baharu China. EZ-60 di sebelahnya lebih seperti pemetik anugerah, lapan anugerah reka bentuk global seperti Red Dot Jerman, iF, IDA Amerika Syarikat telah dimasukkannya ke dalam kantong, satu-satunya di kalangan pasukan SUV global.

Betul, itulah irama "bekerja besar tanpa bising". Dari sudut keselamatan, kedua-dua kenderaan memenuhi piawaian bintang lima China-Eropah. EZ-6 mengumpul lima pengiktirafan berwibawa seperti C-NCAP, E-NCAP dan China Insurance Auto Research Institute (C-IASI), keselamatan bateri EZ-60 malah telah memenuhi piawaian baharu kebangsaan 2026 dan piawaian Eropah lebih awal. Yang menenangkan adalah pernyataan Changan Mazda: ganti rugi jika bateri terbakar sepanjang hayat, tanpa had kilometer, tanpa had pemilik. Ini bukan slogan pemasaran, tetapi jaminan untuk pengguna.

Pengesahan Laluan: Kehebatan Kereta Asal Kilang

Juruanjuat juara di stan, Ji Hao, menceritakan satu kisah sebenar. Dia memandu EZ-60 elektrik tulen kilang yang tidak diubah suai, bertanding dalam Kejuaraan Rali Kereta Baharu China. 6 hari 910 kilometer, melalui laluan yang sukar, dalam medan pengecas dan hibrid yang penuh dengan tenaga, dia berjaya meraih kejuaraan kumpulan SUV perlumbaan tapak dan naib juara jumlah keseluruhan rali.

Boleh dikatakan, pengukur masa di tempat perlumbaan lebih meyakinkan daripada mana-mana PPT yang dikemaskini. Keyakinan ini berpunca dari Kilang Nanjing -- latar belakang pembuatan kilang antarabangsa Mazda. Di sini dihasilkan kenderaan yang dibekalkan ke seluruh dunia, piawaian kawalan kualiti adalah sama sepenuhnya. Pada akhir Mei, lapan puluh lebih pengedar dari Eropah, Australia dan Thailand yang jauh datang, setelah memeriksa secara langsung memberikan penilaian tinggi. Changan Mazda yang memegang tiga pengiktirafan kenderaan keseluruhan dari Kesatuan Eropah, United Kingdom dan Australia, kini merupakan syarikat keraja baharu tenaga asing pertama yang mencapai pencapaian ini di dalam negara. Dari segi pasaran jualan, EZ-60 telah menduduki tempat pertama jualan SUV sederhana tenaga baharu asing selama tujuh bulan berturut-turut di dalam negara.

Ekosistem Pengguna: Dari Pemenuhan Harapan kepada Kitaran Kebaikan

Peralihan tumpuan ke peringkat pengguna, suasana di sini tidak seperti melaksanakan KPI. Pemilik berusia pasca-2000an, Sun Jingyi, sebagai seorang "Mazda Creator", berkongsi bagaimana dia merekodkan aspek kehidupan menggunakan kereta menggunakan masa terbelah. Beliau menyebut, sama ada kawan-kawan pemandu atau kakitangan pengeluar, semuanya memberikan bantuan dengan tulus.

Inilah realisasi pemikiran "Pengguna+" Changan Mazda. "Perjalanan Harapan" yang dilancarkan pada awal tahun, jenama membantu pengguna mewujudkan harapan tahunan; di dalam "Kumpulan Cerita Pemilik", ada penderma amal yang gigih menderma ke sekolah rendah miskin selama tujuh tahun, ada juga pasangan kekasih manis yang berkahwin melalui Mazda. Potongan kehidupan nyata ini membentuk asas jenama yang sangat penuh kasih sayang.

Sektor tanggungjawab sosial, mereka bermain lebih nyata. Sejak 2015, dua belas Sekolah Harapan yang dibina di Yunnan telah memberi manfaat kepada 10000 guru dan pelajar. Aksi "Setiap Kilometer Ada Kebaikan" yang dilancarkan Jun, pemilik setiap memandu 1 kilometer, jenama serta merta menderma 0.1 Yuan dana. Amal dengan kaitan jarak sebenar ini jauh lebih sukar untuk dipalsukan berbanding sumbangan sekali sebulan.

Kebijakan Pembelian Kereta 618: Potongan Harga Nyata

Memanfaatkan momentum Pameran Kereta Chongqing, dasar promosi 618 Changan Mazda sangat langsung. Dari sekarang sehingga 30 Jun, semua model menikmati sehingga subsidi kerajaan 20,000 Yuan dan subsidi kilang 17,000 Yuan, pembelian model tertentu diberikan set eksklusif bernilai 7,999 Yuan (mengandungi stesen pengecasan kilang asli, kaca suria Long, dan alas lantai TPE/alas beg belakang), malah menyediakan skim faedah rendah lima tahun tanpa bayaran pendahuluan, kadar purata tahunan hanya 1.99%. Semua yang melakukan ujian memandu model tenaga baharu di kedai, juga boleh menerima satu set emas Jinling bukan warisan.

#TetapMazda #JutaPeminatMazdaBerjalanBersamaMazda

How many kinds of lives can a small car carry? The answer given by the All-New Geely Xingyuan is: at least five.

At the launch event, it teamed up with Xiaohongshu to create a unique immersive travel experience. In five distinct living scenarios—a seaport, an alley, a rainforest, the Silk Road, and nomadic life—Xingyuan stood quietly there, like a key, waiting to unlock the travel imagination belonging to everyone. This is not a gimmick, but an attitude—a pure electric small car does not need to live only in the steel and concrete of commuting. It can accompany you to see the sea, and it can also accompany you through the tropical rainforest.

To implement this attitude, Geely Xingyuan brought on a group of crossover partners including CATL, Capybara, Coragi, Goodbaby, Myfoodie, and more. It sounds like a bit of a mix, but in reality, each brand corresponds to a lifestyle: families with children need child safety seats, pet-owning youth need in-car pet gear, stylish girls need beauty collabs. Xingyuan tries to tell you, it is not a collection of cold parameters, but a travel companion that adapts to your daily details.

Of course, sentiment alone is not enough; you need real capability to back it up. The All-New Xingyuan has entered over 30 countries globally, and the R&D team conducted all-dimensional verification for different extreme road conditions. In Brazil, it sold over 2,300 units in two months; at the Thailand Auto Show, weekly orders reached 3,300 units. This is not an accident. A small car that can adapt to tropical rainforest mud and can also handle European cobblestone roads has the hard work of a global native architecture and China-Germany joint tuning behind it.

When spokesperson Joey Yung appeared at the launch event, she did not intentionally hit high notes, but quietly shared her true story with Xingyuan. That gentle yet firm power coincides with the personality of this small car: unpretentious but reliable, not showing off skills but thoughtful everywhere.

From China Champion to Top 3 Globally, Geely Xingyuan accumulated 700,000 users in 573 days. This time, the all-new advanced version is not just selling well, but wants to tell you: small cars can also have a big vision, and they can hold the scenery of the whole world.

天氣越嚟越熱，係時候帶家人去山入面避暑啦，一台裝得下一家三代嘅 MPV 亦都成為家庭用戶嘅剛需。咁 MPV 點解揀？大家都揀嘅車肯定唔會錯，最新數據顯示，魏牌高山攞咗 2026 年前四個月細分市場嘅累計銷量冠軍，累計獲得超過 10 萬 + 家庭用戶嘅認可，而且 84% 都係個人家庭用戶。除咗國內熱賣，魏牌高山喺泰國、馬來西亞等地同樣反響熱烈，連巴西總統都試乘讚好，真係令人唔禁感慨：以前總覺進口先高級，而家輪到中國車令老外叫好！不知不覺間，魏牌高山唔單止成為家庭 MPV 買車首選，亦令 MPV 成為一種新時尚。

從國內銷冠到圈粉全球，魏牌高山點樣做對咗啲咩？其實答案就藏喺實際用車嘅細節入面：

智能體驗夠慳心，安全配備夠放心，空間設計又令全家人坐得舒心，每一處都令人安心。

魏牌高山嘅含金量，首先來自每日都用得著嘅智能體驗。好多人對輔助駕駛嘅態度係「有也好，冇都好」，可魏牌高山偏偏係佢變成每日出門都會用到嘅功能。早晚高峰接送細路，走走停停之間自動跟車同主動煞車讓你唔使一直緊繃住神經；週末帶全家跨城自駕，車道維持配合自適應巡航，一個人開三四個鐘都唔會太累。佢唔玩花巧嘅噱頭，就踏踏實實幫你分擔最累嗰部分操作，令開車嘅人能夠慳返不少精力，呢種輕鬆感，恰恰係家庭用戶最在意嘅。

而除咗令開車更省力，家用 MPV 嘅安全性能更加係重中之重。魏牌高山用高強度車身、全維主被動安全，再加埋 Hi4 性能版，構築起一套實打實嘅防護牆。遇上濕滑路面或者需要緊急避讓嗰陣，呢啲平時唔顯眼嘅安全配備就會出嚟幫你分憂，揀魏牌高山，圖就係一份由出發到抵達嘅全程安心。

更加難得嘅係，魏牌高山將呢份貼心延續咗去每一排座位入面，真係做到令全家人都有好位置。二三排共軌搭配純平地板，細路喺車入面輕鬆走動，老人家上車都唔使費力彎腰；零重力座椅一鍵就能瞓平，後排娛樂屏幫手哄細路，長途落嚟都唔會覺得累；Hi4 性能版嘅動力輸出特別平順，連平時容易暈車嘅家人，坐喺車入面都唔咁難受啦。唔論係日常接送、週末露營定係假期自駕，魏牌高山基本上實現咗「細路唔鬧、老人家唔累、大人唔崩」。一台車輕鬆搞定三代人嘅需求，將家庭友好做到呢份上，賣得好亦都順理成章啦。

由今年前四個月嘅累計銷量冠軍，到 10 萬 + 家庭嘅口碑驗證，再到海外市場嘅成功，魏牌高山冇去卷價格、卷配備表，而係踏踏實實將「全場景安心體驗」做成自己嘅專屬標籤。如果你而家正為一家人搵一部邊個坐都滿意、開去到邊度都安心嘅車，不妨去體驗下魏牌高山，開上你就能感受到佢家用 MPV 人氣王嘅魅力，唔止舒服仲型，全家人都鍾意！

SAIC's "Small Goal", A Milestone of China's Automotive Industry

Written by | Daye

Edited by | Routers

On May 28, at the World Living Room of the North Bund in Shanghai, SAIC Motor (hereinafter referred to as "SAIC") grandly held the ceremony for delivering the vehicle to its global 100 millionth user. The 15 complete vehicle brands and 19 models under SAIC completed delivery synchronously in multiple cities nationwide and globally with the unique form of "Countdown + Continuous Delivery", and Dragon TV broadcast it globally throughout.

SAIC has become the first automotive group in the history of China's automotive industry to achieve a production and sales scale of 100 million vehicles while simultaneously achieving the delivery of the 100 millionth user. This time, SAIC also adopted a new form and new gameplay of "Global Relay Delivery" within the industry, and pioneered a new narrative method for Chinese car brands.

So, what kind of milestone did SAIC exactly cast for the development history of China's automotive industry? What does this historical achievement that leads the industry, as well as brand narrative innovation, mean?

To accurately answer these questions, we must return to the three internal logics behind SAIC casting the 100 million vehicle milestone—that is, what SAIC has done and done well in terms of users, brands, and technology—SAIC's continuous renewal and redefinition of user-centric enterprises, brand and trust assets, and technology and standards, to see clearly what new ideas and inspirations SAIC has brought for the future development path of Chinese automobiles.

I. The User Always in the Center

Throughout the entire live broadcast process, there were no speeches by leaders, no product presentations, nor product data displays, thoroughly saying goodbye to the fixed presentation mode of the "Enterprise Show" commonly seen in the industry in the past, and also placing the "User" in the absolute Center Stage of the delivery activity.

This attempt and innovation of global relay and online live broadcast delivery by users in multiple domestic locations and overseas countries has at least three highlights.

First, the essence of the delivery form innovation is the "return" of the user, this main character.

Unlike traditional enterprise press conferences which focus on leader speeches, product parameters, and highlight displays, this time SAIC left all the time of the event for the core action of "Delivery", allowing users to change from "Witnesses" to "Main Characters".

For example, from grassroots fighters to public welfare guardians, behind the delivery of every new car is a true and moving story: The bulk users of commercial vehicles cover logistics, infrastructure, public transport, and tourism; every commercial vehicle is a "wealth creation tool" for fighters; A public welfare blogger who cut hair and provided companionship to left-behind children in the mountains of Guangxi for five consecutive years was moved by the "Full Score Cockpit" of Buick Zhijing E7, etc.

These true life stories of these "Main Characters" gave exclusive memory and brand warmth to the cold industrial machinery and delivery numbers. Allowing users to become "Main Characters" from "Witnesses", what is delivered is no longer just a car, but a life story that is respected.

Secondly, the "Decentralized" global relay delivery is the release of user expression rights.

SAIC also broke the time-space limitations of a single stage, connected delivery scenes of different skin colors, different languages, and different car models through Dragon TV's global live broadcast. Under the same theme, including 19 models of 15 brands, wide coverage from 60,000 level to 500,000 level, completing marathon-style relay delivery from commercial to passenger use. This "Decentralized" process design makes every delivery site become an equal and transparent brand narrative node, and also makes every user a vivid and lively narrator of brand history and culture.

Thirdly, expand the concept of "User", from understanding the new generation to embracing ecosystem partners.

Car owners Yang Chen, the 99,999,999th, located at the Shanghai Anting delivery site, and Natalia, the 100,000,001th, an intern doctor, located at the UK London delivery site, witnessed the deep understanding, insight, and response capabilities of two international brands that have been deeply localized for many years—Volkswagen and MG—for the personalized needs of new era, new generation users.

Among them, the 100 millionth user who connects the past and future—IM LS9 Hyper car owner is Momenta CEO Cao Xudong. This exquisite arrangement and design profoundly interprets an ecological concept of beauty shared and mutual pursuit—in the smart electric era, enterprises, users, and partners are no longer the supply and demand relationship of the traditional industrial chain, but a value community of symbiotic growth.

In the opinion of Routers, the successful holding and format innovation of this delivery gala is also a dimension upgrade of the "Understand Cars, Understand You Better" brand and user concept proposed at the "2025 SAIC Night", and also a self-evolution and proactive renewal around building a user-centric enterprise.

Tightly focusing on the action of "Delivery", the event unfolded with "Users" as the main characters, is not only a vivid footnote to SAIC's deep transformation from "Manufacturing Enterprise" to "User-centric Enterprise", but also clearly conveys a signal to the outside world—that in the new era, SAIC possesses the underlying cognition and system capabilities to redefine and build a "User-centric Enterprise".

II. Trust is the Biggest Brand Asset

From "Product Delivery" to "User Return", essentially, this process is also a "Delivery of Trust". 100 million vehicles are not just production and sales numbers, but also a brand trust asset that has been continuously accumulated. Thus, what SAIC has built is far more than a milestone of the manufacturing system, but a dimension upgrade of a brand value logic set—centered on users, a review and renewal of brand trust assets.

This courage of bold innovation and sincerity of active dimension upgrade is also the confidence and confidence behind SAIC moving towards the next 100 million vehicles. This move achieved at least two significant effects that refreshed industry cognition.

First, such a "Cross-Space-Time" delivery, first in the industry, requires enterprises to have complete capabilities such as full brand matrix, full category products, global layout, and full industry chain system, all of which are indispensable.

Thus, SAIC concretely demonstrated the "Family Bucket" capability of mobilizing "Full Brand Matrix, Full Category Products, Global Layout, Full Industry Chain System". At the same time, it also proved to the outside world with actions that, so far, only SAIC possesses the scale and strength of "Global Relay Delivery".

Secondly, Product is History, User is History. Through the method of global live broadcast, the process of delivering every car to the hands of every user, actually, is also opening a "Miniature History of the Evolution of China's Automotive Industry" concretely to the global market through each user's concrete story and individual memory.

Thus, an innovation of brand narrative was achieved—from the one-way preaching mode commonly seen in traditional enterprise activities in the past, upgraded to a "Mobile Public Lesson" about SAIC or even the history of China's automotive industry.

From another perspective, what SAIC has accumulated over its 70-plus years of development history is already not just the brand assets built by the 15 brand matrix, but also the continuous accumulation of enterprise "Trust Assets". Thus, SAIC has also become a benchmark, demonstration, and sample for Chinese brands going global in 2026 to "Value Chain Going Global".

For example, in this delivery gala, independent and joint-venture brands under SAIC gathered, passenger and commercial vehicles advanced together, and domestic and overseas markets were linked, fully displaying a brand and enterprise "Trust Asset" that covers the widest age group, the broadest customer group, and the widest market.

This valuable trust asset has not only translated into SAIC's overwhelming lead in domestic sales, but also into its unparalleled performance and pioneering spirit in the overseas market.

Data shows that in January-April 2026, SAIC sold a cumulative 1.302 million units, ranking first among Chinese automotive companies in sales for four consecutive months. Among them, independent brand sales reached 910,000 units, accounting for nearly 70%; New energy vehicle sales reached 412,000 units, firmly maintaining the industry forefront; Overseas market sales reached 459,000 units, surging 50.2% year-on-year.

As the leading pioneer of Chinese car companies with the earliest steps and biggest strides going out, SAIC's influence globally is of course far more than the repeatedly broken sales records—Products and services spreading over more than 170 countries and regions around the world, cumulative overseas market sales breaking the scale of 7 million units, MG consecutive 11 years as the sales champion of Chinese brands in Europe, and the first Chinese car brand to break 1 million cumulative sales in Europe and the UK, is even more a systemic layout—SAIC has built more than 100 parts production bases overseas, more than 3000 dealer networks, possesses 3 major R&D innovation centers such as London, and 4 production centers in Thailand, Indonesia, India, Pakistan, and has formed China's first, globally leading independent vehicle logistics fleet.

The travel choices of 100 million families globally not only witness the growth and expansion of China's automotive industry, but also represent SAIC leading the output and expansion of Chinese automobiles facing globalization. The effective establishment and continuous renewal of this brand and enterprise "Trust" asset is the result of SAIC building a national brand with one hand and a global brand with the other, the two dialectically developing and complementing each other.

III. The Witness and Promoter of Technological Leap

Only with the big data demand mining and precise insight of 100 million+ retained users, and the brand "Trust Assets" built synchronously covering the whole country, the whole world, and even all age group users, can SAIC's full industry chain system and full value chain closed-loop underlying capabilities continuously promote every generation of technological leap, and achieve rapid mass production and implementation in all brands and all price bands.

Furthermore, every moment of fulfilling the original intention of "Understanding You" is also the continuous advancement and comprehensive implementation of SAIC's "Understanding Cars" capabilities—keeping pace with the times, continuously renewing the core capabilities of technology and product definition.

In every historical stage, in every window period of technological change, SAIC firmly holds the definition rights of technology and products.

From 1958, when SAIC workers hammered out the first "Phoenix" sedan with a hammer, achieving the "Zero Breakthrough" of Shanghai sedan manufacturing, to today's cross-border open cooperative ecosystem, SAIC collaborates and co-creates with Chinese Tech Companies such as Huawei Qiankun, Momenta, OPPO, Doubao, Horizon Robotics, etc., carrying out exploration and expansion of "Software Defined Vehicles". It can be said that the development history of SAIC,串连起来 by one by one technological leaps and mass production implementation, is a condensed history of technical progress in China's automotive industry.

This year, new products and new technologies released and launched by SAIC domestically and internationally, especially the new products with multiple brands, multiple categories, and diverse technological paths unveiled at this delivery event, also have the most concentrated and cutting-edge presentation.

For example, unlike the logic of localization and domesticization when global models were introduced to the domestic market in the Joint Venture 1.0 stage which used European and American technology and standards as a reference system, as the latest result of joint venture enterprises in the "Joint Venture 2.0" stage, new models such as Audi E7X, Buick Zhijing Family, etc., are all based on the current local supply chain of the Chinese market, and a deep co-creation with multinational partners covering intelligence, digitalization, and customization, becoming a vivid footnote of Chinese automobiles from "Market for Technology" to "Technology Co-creation".

For example, in 2025, the overseas "Glocal Strategy" (Global + Local) was released, and SAIC comprehensively promoted a strategic upgrade from product export to full value chain output, allowing "Made in China" to quickly go global.

Based on this strategic concept, in March 2026, MG globally premiered the SolidCore semi-solid state battery and Hybrid+ hybrid technology at Frankfurt, Germany, and landed in the European market. Currently, MG models equipped with Hybrid+ hybrid technology have surpassed 20,000 units in monthly sales overseas, becoming a new business card of "Made in China" in the overseas market.

For example, as the 100 millionth new car delivered this time, and also the focus of the entire delivery gala, IM LS9 Hyper is the collection of SAIC's 70-plus years of technological accumulation, and at the same time, it is also a top-level technology new flagship of the "Software Defined Vehicle" era.

The new car is fully equipped with the industry's most cutting-edge leading technologies in all dimensions such as power, chassis, smart cockpit, smart driving, safety, including Stellar Super Extended Range and Whole Domain 800V High Voltage Platform, Gecko Digital Chassis 3.0 and Three-Motor Vector Four-Wheel Drive System, Full Wire-Controlled Steering Technology, 520-Line Super-View LiDAR and Momenta R7 Smart Driving Large Model, as well as the "Intrinsic Safety" technology jointly developed by Zijinshan Laboratory, etc., becoming a hardcore footnote of Chinese car companies from "Following Running" to "Defining Standards".

As seen above, SAIC's three major "Technology Bases" in the three core technology fields of Smart Cockpit & Driving, Car Body & Chassis, and Power System—Smart Brain, Healthy Body, Powerful Heart, are not exhibits and samples staying in the laboratory, nor "Futures" in marketing and public relations rhetoric, but batch mass production and implementation across all brands and all price bands. At this point, SAIC has also walked out of the unique development path of "Defining Products by Technology, Verifying Technology by Blockbusters" and leads the industry.

Epilogue

Placed in the "Century-Old Unprecedented Changes" in the automotive industry, 2026 is the "Year One" of AI Agent entering cars, and also the year of the outbreak of Physical AI. At this time, SAIC welcomes the historic moment of delivering the first 100 millionth user, and also casts the first "100 Million Car Enterprise" milestone in the history of China's automotive industry.

Every leap of SAIC in the dimensions of users, trust, and technology is proving: Who can always stand on the user's standpoint to think and practice, who can accumulate trust assets through full industry chain layout, who can embrace new technology and define new standards with the times, who can stand at the forefront of history, know the origin, and understand the future.

For over 70 years, SAIC, relying on this vision, breadth, and temperament of embracing rivers and seas, has become the trendsetter of China's automotive industry, and is reshaping the new global coordinates of Chinese automobiles at this new turning point in the history of the global automotive industry.

-END-

6 月 1 日，吉利汽車控股有限公司（shturl.）發布 5 月銷量數據，當月銷量達 237637 輛，實現連續三個月同環比雙增長，新能源、海外出口、各品牌板塊均交出亮眼成績單，展現強勁增長勢能。

銷量全面攀升 新能源佔比持續領跑

5 月吉利汽車整體銷量穩步增長，旗下三大核心品牌協同發力：

• 吉利品牌銷量 182528 輛，穩固集團銷量基石；
• 領克品牌銷量 20732 輛，累計銷量突破 180 萬；
• 極氪品牌交付 34377 輛，同比增長 81.8%，連續四月同環比雙增長，單車成交均價同比大漲 52.4%，9 系與 8 系車型佔比近 50%。

集團新能源銷量（含吉利、領克、極氪）達 133355 輛，佔比 56.1%，連續四個月超 50%，新能源轉型成效顯著。

海外市場再突破，5 月出口銷量 85144 輛創歷史新高，其中新能源產品出口 40803 輛，佔比 47.9%，全球化佈局持續深化。

多品牌齊發力 產品矩陣持續升級

極氪：豪華純電量價齊升 旗艦新品實力領跑

煥新極氪 009 於 5 月 19 日正式上市，權益後限時售價 41.38 萬元起，七座 Ultra+“齊家版”訂單佔比超 60%。新車搭載全棧 900V 高壓架構，CLTC 續航 720 公里，充電 10 分鐘補能 510 公里，零百加速僅 3.9 秒，搭配 700TOPS 算力 Thor-U 晶片，智能與性能雙巔峰。

極氪 7X 全球累計交付超 16 萬輛，出海一週年佈局 40 多個地區；極氪 9X 累計交付突破 6 萬輛，獵裝車型大定訂單持續破萬。

領克：電動化轉型提速 運動性能再定義

領克 5 月新能源車型銷量 14688 輛，佔比 70.8%。領克 10、領克 10 + 於 5 月底正式上市並開啟首批交付，以極致駕控重新定義中大型運動純電轎車標準。

恰逢品牌成立十週年，領克全國近百家門店完成形象煥新，渠道新能源轉型規模化落地；同時簽約韓東君為汽車運動大使，賽事戰績頻傳，TCR China、CTCC 賽事斬獲多項冠軍。

吉利品牌：爆款頻出 覆蓋全細分市場

• 吉利銀河：5 月銷量 81727 輛，星耀 7 MAX 上市 23 小時大定破萬台，全新星願續航全面升級，限時權益價 6.18 萬元起，573 天交付破 70 萬輛；
• 吉利中國星：5 月銷量 100801 輛，同環比雙增長，博越、雙繽家族同比漲幅均超 45%，星瑞 TCR 賽車斬獲世界級賽事冠軍；
• 帝豪、牛仔等新產品相繼上市，夯實家用車市場領軍地位，帝豪家族全球累計銷量突破 420 萬輛。

全球化與智能化雙突破 築牢發展根基

海外市場多點開花，極氪、吉利銀河多款车型登頂澳洲、墨西哥、馬來西亞等多國細分市場銷量榜首；5 月吉利汽車與英格蘭隊達成戰略合作，全球化“朋友圈”持續擴大。

智能化領域，千里浩瀚輔助駕駛累計里程達 13.8 億公里，開啟率 93.8%，年同比增長 215%，累計避險 890 萬次，安全實力行業領先。吉利銀河星艦 7 EM-i 完成極限碰撞測試，以硬核安全彰顯中國汽車製造實力。

依託“一個吉利”戰略，吉利汽車將持續深化新能源、智能化轉型，加速全球化佈局，以產品、技術、品牌全方位升級，驅動中國汽車產業持續向上。

June 6, 212 Off-Road Vehicle Tarim Rally closing ceremony held in Qingdao. Famous sports event host Han Qiaosheng, professional racer Han Wei, 212 Off-Road Vehicle factory team drivers, user team drivers, and technical and logistics teams, as well as other Tarim Rally participants, gathered together to jointly review the 212 Off-Road Vehicle team's ultimate journey in this Tarim Rally.

In the just-concluded 2026 China Tarim International Rally, the 212 Off-Road Vehicle team competed in mass-production vehicles in near-original factory condition. In the 7,500-kilometer ultimate journey, they completed the cross-class challenge of "2.0T versus 3.0T", successively achieving "two wins and one runner-up" in stages SS10-SS13. Finally, they became the only brand with a 100% completion rate in the T2.1 production team category and won the runner-up position for the factory team in that category.

The participating vehicle T01 had no heavy race modifications. It is equipped with the same powertrain as the Tarim Rally — a 2.0T engine and ZF 8AT transmission. Tested throughout the race, it delivered strong low-end torque, comparable to large-displacement vehicles during Gobi climbs and fully loaded towing. Paired with a BorgWarner transfer case, low and high-speed switching is rapid; in 4L mode, torque can be amplified 2.64 times, achieving torque distribution as needed, ensuring stable power output and low failure rates during long-distance traversal. Regarding body structure, T01 uses a body-on-frame with front and rear solid axles, ensuring no deformation on rough off-road surfaces and craters, with maximum torsional rigidity when overloaded. The chassis is specially optimized and tuned based on Tarim's extreme road conditions, ready to adapt to various complex road conditions directly from the factory. The entire body uses galvanized plates, fearless of Gobi gravel scrapes, and resistant to rust. Additionally, T01 reinforced the top load-bearing capacity of the cabin by 16%. Combined with cage-like cabin design, 540° panoramic imaging, dash cam, and emergency rescue call functions, it provides all-around protection for occupant safety.

To let more users experience the charm of the Tarim Rally firsthand, 212 announced that Tarim modification kits will soon land on the official store. The kits cover underbody armor, beadlock wheels, off-road tires, and recovery gear, aiming to endow users' cars with stronger off-road capabilities. From the strict validation on the extreme race track to the continuous cultivation of the user ecosystem, 212 is relying on the deep interaction between events, products, and users to help ordinary people achieve their off-roading dreams. Mr. He Zhaopeng, General Manager of 212 Off-Road Vehicle Marketing Company, stated: "212 aims to popularize off-roading culture, giving more people the opportunity to plant the seed of distance and dreams in their hearts."

Regarding future race plans, 212 also stated that the Dakar Rally, Malaysia Sabah International Jungle Rally, Alxa T3 Challenge, and 2027 Tarim Rally, and a series of top domestic and international races are all in planning. 212 will continue to promote R&D through racing. At the same time, 212 officially launched the 2027 Tarim User Driver Recruitment Plan and will partner with Han Wei to establish the Champion Off-Road Training Academy, providing users with systematic pre-race guidance and participation opportunities. By refining products through racing and empowering users through training, 212 is step by step realizing the vision of mass off-roading, making every 212 carry the Tarim dream belonging to the user.

Pengarang ｜ Guo Yue

Penyunting ｜ Zhi Hao

Langkah Rancangan Ekspansi Antarabangsa Xpeng mencapai satu langkah kritikal lagi.

Maklumat pada 22 Mei daripada Chedongxi, baru-baru ini, dokumen Bursa Saham Indonesia mendedahkan bahawa Kumpulan Xpeng telah menyelesaikan pengakuisisan 90.1% hak milik entiti pembuatan kenderaan elektrik utama di bawah PT Sinar Eka Selaras Tbk (Erajaya Active Lifestyle, ERAL), iaitu PT Era Industri Otomotif (EIDO), dengan pelan布局 pasaran Xpeng di Asia Tenggara memasuki fasa baru.

▲Xpeng mengakuisi hak milik kilang kereta Indonesia

Transaksi ini berkuatkuasa rasmi pada 13 Mei, melibatkan 154,072 saham. Selepas transaksi, Xpeng menjadi pemegang saham kawalan EIDO dengan peratusan 90.1%, manakala pemegang saham asal Eraya Active Lifestyle (ERAL) mengekalkan baki 9.9% saham.

Mengenai hal ini, Setiausaha Syarikat ERAL, Badar Teguh Mancik Alam menyatakan bahawa pertukaran pemilikan syarikat tidak memberi kesan bermakna kepada keadaan kewangan dan pengoperasian harian.

Aset teras transaksi hak milik kali ini ialah perniagaan pembuatan EIDO, iaitu pabrik pembuatan yang terletak di Prakata, Provinsi Jawa Barat, Indonesia, yang berspesialisasi dalam pengeluaran dan pemasangan kenderaan elektrik.

▲Pusat pengeluaran model Xpeng

Pabrik ini merupakan pusat pengeluaran luar negara pertama Xpeng, menggunakan mod rakitan CKD. Sejak Kumpulan Xpeng memasuki pasaran Indonesia pada Mac 2025, pabrik ini telah bertindak sebagai pembuat kontrak untuk Xpeng, model pertama yang dihasilkan ialah Xpeng X9.

▲Xpeng X9

Sementara selepas pengakuisisan kali ini, pengedaran, penjualan runcit dan perkhidmatan selepas jualan Xpeng di Indonesia masih diterajui oleh dua anak syarikat lain di bawah ERAL, iaitu PT Era Inovasi Otomotif (EIVO) dan PT Era Dealer Otomotif (EDOO).

Secara keseluruhannya, melalui pengakuisisan ini, Xpeng lebih memperkukuhkan kawalan utama dalam aspek pengeluaran di pasaran Indonesia.

Pagi 24 Mei 2026, Upacara Penutup dan Penghargaan Karnival Pelancaran Serba Satu untuk Kenderaan Baharu Pintar dan Berhubung Integritas "Hi SHOW·Temu Kereta Baik Chongqing" diadakan di Lapangan Utara Pusat Pameran Antarabangsa Chongqing. Wakil Jawatankuasa Promosi Perdagangan Antarabangsa China, Persekutuan Industri Mekanikal, Pusat Promosi Ekonomi dan Perdagangan Laut dan Darat Chongqing, wakil pengeluar kenderaan, pemimpin pengedar, pakar industri, media dan wakil kelab peminat kenderaan berkumpul bersama, bersama meninjau semula jamuan teknologi kenderaan yang berlangsung selama empat hari, dan mengharapkan perkembangan industri kenderaan baharu pintar dan berhubung di wilayah barat dengan kualiti tinggi.

Sebagai aktiviti sampingan baharu yang ditambah khusus bagi Mesra Perbincangan Pelaburan dan Perdagangan Antarabangsa Wilayah Barat China Ke-8 (dipendekkan sebagai Mesra Xi), karnival ini berpadu dengan pameran dalaman Mesra Xi dalam aspek statik dan dinamik. Mesra Xi dikongsi oleh Kerajaan Rakyat Chongqing, merupakan perhimpunan antarabangsa wilayah barat, platform diplomatik penting, platform kerjasama perdagangan dan platform promosi pelaburan wilayah barat, merupakan wadah penting untuk memajukan kerjasama antarabangsa dan domestik, dan juga tingkap penting bagi wilayah barat untuk memaparkan imej dan memperluas kerjasama pembukaan luaran. Kekejayaan karnival ini tidak hanya memaparkan hasil terkini industri kenderaan baharu pintar dan berhubung China secara terpusat, tetapi dengan model pemacu roda berganda "pengaitan industri + promosi pengguna", menjadi salah satu aktiviti tambahan yang paling menarik dalam tempoh Mesra Xi yang mempunyai pengaruh industri yang ketara, memberikan tenaga baru untuk pembangunan berkualiti tinggi industri automotif wilayah barat, dan juga merupakan amalan khusus dalam Chongqing cuba membina bentuk baru pengguna, model pengguna dan skenario pengguna, serta menumbuhkan titik pertumbuhan pengguna baharu.

Dalam upacara penutup, Setiausaha Agung Jawatankuasa Promosi Perdagangan Antarabangsa China, Liu Chengfang, menyampaikan ucapan yang menyatakan bahawa karnival kali ini mengambil tema teras "memberdayakan teknologi · memimpin kepintaran wilayah barat", membentuk perhimpunan industri automotif yang menyatukan pelancaran dan pameran pertama, pengalaman dinamik, sains dan teknologi, serta penyelarasan ekonomi dan perdagangan. Beliau menekankan: "23 jenama, 62 model popular berkumpul, merangkumi model baharu tahun 2026 seperti Avatr 12, AITO Baharu M9, Mengshi M817, Leapmotor D19, GAC Aion N60; juga merangkumi produk pelancaran global seperti Changan Gravitation Gen 4 CS75, Eado Blue Whale Super; dan lebih banyak lagi hasil inovatif seperti kereta kebajikan Arcfox dan perkakasan keselamatan pintar Nuomo untuk pertama kalinya di wilayah barat. Perpaduan pameran statik dan pengalaman dinamik benar-benar mencapai model baharu 'pelancaran serba satu'." Beliau menekankan, wakil kerajaan, persatuan perniagaan dan perusahaan dari negara seperti Rusia, Kirgizistan, Uzbekistan, Tajikistan, Kemboja dan Thailand berkumpul di Chongqing untuk berbincang mengenai kerjasama, membina jalinan perhubungan yang praktikal dan efisien antara perusahaan domestik dan asing.

Timbalan Pengerusi Pusat Promosi Ekonomi dan Perdagangan Laut dan Darat Chongqing, Jiang Jianhua, menyampaikan ucapan yang menyatakan bahawa karnival kali ini adalah perhimpunan pelancaran kenderaan baharu pintar dan berhubung berskala besar dan bertaraf tinggi pertama kali di wilayah barat, memaparkan model pelancaran tahun secara terpusat, yang mencerminkan sepenuhnya semangat inovasi industri automotif China dalam bidang pengelektrikan, kecerdasan dan keberhubung. Wilayah barat terutamanya Chongqing sedang mempercepatkan menjadi kutub pertumbuhan penting untuk transformasi dan pengupgradean industri automotif nasional.

Enam Blok Inti Utama Berjaya Dilaksanakan, Pengamalan Mendalam Teknologi dan Pengalaman

Enam Blok Inti Utama karnival kali ini ditingkatkan secara menyeluruh, menjangkau skenario pelbagai seperti pameran statik, pengalaman dinamik, sains dan teknologi, ujian pandu selamat dan perlumbaan pintar. Kawasan Penerbitan Rangka Kerja Produk Baharu tidak berhenti bersuara jenama; Pameran Pendedahan Pertama Produk Pintar dan Elektrik menjadikan teknologi hitam boleh disentuh; dalam Kem Pengalaman Dinamik, empat projek keras iaitu panduan off-road, ujian jalan bergelora chassis, pengalaman kokpit pintar dan Karna Gymnastic menarik ramai; Cabaran Ujian Parkir Membantu membawa reaksi gempar; Sesi Sains dan Teknologi dan Kem Pengalaman Keselamatan membuat teknologi terdepan masuk ke kehidupan orang ramai. Pengguna bukan sahaja boleh melihat kenderaan, tetapi juga menguji dan memandu, merasakan secara dekat魅力 sebenar kenderaan baharu pintar dan berhubung.

"Chongqing Memulakan Pelancaran·Zona Penerbitan Produk Baharu" sebagai pentas utama teras karnival kali ini, merupakan kawasan standard teras bagi pelancaran upacara karnival automotif, suara jenama, pengumpulan trafik dan anugerah kehormatan. Dalam tempoh aktiviti empat hari, pengeluar kereta utama dan baharu berkumpul di sini untuk mengadakan pelancaran kenderaan baharu dan penyampaian strategi secara kerap, memaparkan hasil terkini dan gerakan jenama dalam bidang kenderaan pintar berhubung dan tenaga baharu.

"Pelicaran Premium·Pameran Pendedahan Produk Pintar dan Elektrik" merupakan tingkap pameran imej jenama statik teras karnival automotif kali ini, menyediakan ruang pameran mendalam yang disesuaikan untuk setiap jenama. Pengguna boleh bersentuhan langsung dengan semua model utama jualan lima jenama di bawah Changan iaitu Avatr, Deepal, Qiyuan, Gravitation, Kait, semua model AITO Seres, model khas seperti Tesla Model 3, Model Y, paparan, analisis perincian teknologi teras, pengalaman mendalam kokpit pintar, temujanji ujian pendaran di tempat, dan lain-lain, menjadikan teknologi terdepan "boleh dilihat, disentuh, dan dialami".

"Pemanduan Pertama Chongqing·Kem Pengalaman Dinamik Produk Baharu" adalah rumah pengalaman mendalam yang paling popular dalam karnival kali ini, menarik banyak pengguna membuat temujanji untuk pengalaman sejak hari pertama pembukaan. Kem ini menetapkan empat matriks keras, model seperti Mengshi 917 dan AITO M9 tampil menarik.

"Puncak Kepintaran Terhubung·Cabaran Ujian Parkir Membantu" menjadi projek perlumbaan interaktif yang paling menarik di tempat. Bergantung pada model pelancaran karnival kali ini dan sistem parkir automatik yang dibawanya, bentuk pengalaman interaktif yang menyatukan pengalaman mendalam dan sifat perlumbaan dicipta. Cabaran menggunakan skenario parking "Iblis" yang seragam, menguji prestasi maksimum parkir pintar kenderaan. Kenderaan yang dibenarkan sistem parkir masuk ke garaj dengan lancar dan tepat, menarik rasa terkagum di tempat, menunjukkan kematangan teknologi sistem parkir automatik daripada "gimmick" menuju "praktikal".

"Jalan Baharu Inovasi·Sesi Sains dan Teknologi Pelancaran Pertama" memberi tumpuan kepada teknologi terdepan kenderaan pintar berhubung dan tenaga baharu, selama tempoh aktiviti aktiviti penerangan sains dan teknologi dijalankan secara serentak dengan pameran statik, menjemput pakar industri dan jurutera teknikal pengeluar kereta untuk mengajar di tempat, memecahkan rahsia teknologi teras pintar dan berhubung dengan bahasa yang mudah difahami, menarik banyak keluarga untuk mengikuti, meningkatkan pengetahuan awam terhadap teknologi pintar.

"Kecerdasan Mengawal Elektrik·Kem Pengalaman Keselamatan Elektrik Baharu" membuka laluan ujian pendaran bandar dan jarak jauh untuk tetamu, laluan merangkungi senario trafik sebenar seperti kemacetan bandar dan pencampuran simpang. Di bawah panduan pemandu ujian profesional, memandu kenderaan baharu popular secara langsung, mengalami mendalam prestasi kuasa, interaksi kokpit pintar dan pemanduan pembantu navigasi dan lain-lain kecerah teras.

Pengumuman "Pasukan Naga Automobil China", Mengumpulkan Kekuatan Industri

Dalam upacara penutup, media berpengalaman dan pengasas "Follow My View Drive" / "Familiarity with Qiang's Cars", Qing Qin, secara rasmi mengumumkan bahagian "Pasukan Naga Automobil China". Berdasarkan tingkap pameran teras Mesra Xi "teknologi baharu, bentuk baharu, model baharu", "Pasukan Naga Automobil China" dengan bentuk inovatif "Karnival Pelancaran Serba Satu", mengumpulkan hasil terhad teknologi tenaga tiga komponen, kenderaan pintar berhubung dan kokpit pintar dalam industri kenderaan baharu China, membentuk platform pameran rantaian lengkap dari pelancaran domestik ke pelaksanaan asing. Beliau menyatakan bahawa teknologi kenderaan baharu China telah disediakan, kekuatan perlu dipamerkan, tidak boleh terhad di dalam negara, malah mesti berdiri di pusat pentas global. Pada tahap ini, kebanyakan jenama automotif China muncul di pentas global sebagai "beroperasi sendirian", sukar membentuk kekuatan bersama untuk menghadapi cabaran pasaran antarabangsa. Oleh itu, Persekutuan Industri Mekanikal Jawatankuasa Promosi Perdagangan Antarabangsa China akan membawa "Pasukan Naga Automobil China" ke Warsaw, Poland pada November 2026, untuk mengikuti Pameran Industri Antarabangsa Warsaw yang paling besar dan paling berpengaruh di Eropa Tengah dan Timur, sebagai kekuatan teras kumpulan pameran rasmi China untuk muncul secara kolektif di pentas global, mencapai "berkumpul untuk meluas" bagi jenama automotif China - menjadikan teknologi baharu, bentuk baharu dan model baharu automotif China tidak terhad pada pelancaran serba satu Mesra Xi, malah mempesona dunia dengan pembuatan pintar China!

Pengumuman Hadiah Kem Pengalaman Dinamik Produk Baharu, Menghormati Inovasi Cemerlang

Dalam upacara penutup, upacara pemberian hadiah "Hi SHOW·Temu Kereta Baik" Kenderaan Baharu Pintar Berhubung Integritas Karnival Pelancaran Serba Satu dan Kem Pengalaman Dinamik Produk Baharu diadakan dengan megah. Kem Pengalaman Dinamik Produk Baharu karnival kali ini mengumpulkan tokoh terbaik kenderaan baharu pintar berhubung - mereka bersaing sengit dalam dimensi off-road, kokpit, parkir, pengendalian dan kesesuaian, menunjukkan sepenuhnya kekuatan keras dan semangat penerobosan yang sentiasa meningkat industri kenderaan baharu China. Setelah penilaian ketat dan ujian pelbagai dimensi oleh jurulatih profesional selama empat hari, model peserta memaparkan kebolehan masing-masing dalam bidang teknologi dan inovasi, akhirnya pemenang kumpulan pelbagai diumumkan dengan kehormatan. Senarai pemenang adalah seperti berikut (senarai mengikut abjad):

Melihat ke Hadapan: Terus Membangun Puncak Inovasi Industri Automobil Wilayah Barat

Kekejayaan karnival kali ini tidak hanya memberikan jamuan teknologi kenderaan baharu pintar berhubung kepada pengguna wilayah barat, tetapi juga memberikan tenaga baru untuk pembangunan berkualiti tinggi industri automotif Chongqing dan wilayah barat. Acara ini mencapai penyatuan mendalam "pelancaran teknologi + pengalaman skenario + promosi pengguna", membentuk IP karnival automotif yang paling berpengaruh di wilayah barat.

Masa hadapan, penyokong acara akan terus berganding dengan Kerajaan Bandar Chongqing, lembaga industri dan rakan pengeluar kereta, terus mengoptimumkan kandungan acara, meluaskan pandangan antarabangsa, memperkuat fungsi penyelarasan industri, berusaha menjadikan "Hi SHOW·Temu Kereta Baik" menjadi peristiwa penting yang paling berpengaruh jenama dan kuasa pemindahan pasaran dalam bidang kenderaan baharu pintar berhubung di wilayah barat atau bahkan seluruh negara.

Kita bersama-sama menantikan "Hi SHOW·Temu Kereta Baik" sesi hadapan, kembali berkumpul di bandar gunung, bekerjasama menuju masa depan baharu perhubungan pintar!

28 Mei, Kumpulan SAIC meraikan momen bersejarah — penghantaran rasmi kenderaan ke-100 juta unit pertama di dunia, menjadikannya kumpulan automotif pertama di China yang melangkaui jumlah pengeluaran dan jualan kumulatif sebanyak 100 juta unit.

Dalam 100 juta unit ini, SAIC-GM-Wuling menyumbang lebih 32 juta unit. Angka ini sebenarnya cukup menjelaskan kedudukan Wuling dalam pasaran automotif China sepanjang tahun-tahun kebelakangan ini. Patut disebut, pada hari yang sama, kenderaan global Wuling EKSION telah diserahkan kepada pengguna secara rasmi di Jakarta, Indonesia.

Apabila menyebut Wuling, peribahasa klasik "Apa yang rakyat perlukan, Wuling akan hasilkan" akan terlintas. Sebenarnya, panggilan ini bukan sekadar tanpa makna. Mengimbas semula sejarah pembangunan Wuling, ia sentiasa dapat mencapi setiap titik penting dalam pasaran automotif China.

Pada zaman awal, Wuling Hongguang凭借"mampu membawa muatan, boleh membawa penumpang, dan murah serta tahan lasak", menjadi kenderaan pertama bagi ramai usahawan individu dalam perjalanan perniagaan mereka; kemudian, apabila peningkatan tahap keupayaan pengguna, Baojun 730 memasuki pasaran MPV rumah tangga, memenuhi keperluan pengguna keluarga untuk ruang besar dan multifungsi dengan syarat yang lebih rendah.

Pada era tenaga baharu, Hongguang MINIEV hampir menggunakan cara "mendefinisikan semula kenderaan transportasi", membuka pasaran kenderaan elektrik mikro China. Boleh dikatakan, SAIC-GM-Wuling sentiasa tepat mencapat keperluan sebenar pengguna, memahami apa yang benar-benar diperlukan pengguna.

Kini, SAIC-GM-Wuling juga cuba bergerak ke arah yang lebih tinggi kelas dan lebih pintar. Contohnya kerjasama dengan Huawei Qiankun untuk melancarkan Huajing S. Wuling berharap melalui kerjasama ini, memusnahkan halangan premium teknologi pemanduan pintar kelas tinggi, supaya lebih banyak pengguna dapat mengalami pemanduan pintar tahap tinggi.

Selain pasaran domestik, dalam beberapa tahun kebelakangan ini SAIC-GM-Wuling juga secara aktif merancang pasaran luar negara. Data menunjukkan, pada masa ini, jumlah jualan kumulatif luar negaranya telah memecahkan 1.5 juta unit, meliputi lebih daripada 110 negara dan wilayah di seluruh dunia.

SAIC-GM-Wuling mampu mencapai prestasi kini bergantung kepada keupayaan teguh yang kukuh. Contohnya, dari segi pembuatan, SAIC-GM-Wuling telah mewujudkan sistem pembuatan "Pulau Pintar" yang pertama di dunia, melalui pola pengeluaran fleksibel "kereta cari stesen kerja, bahan cari kereta", meningkatkan lagi kecekapan pengeluaran dan keupayaan kawalan kos, ini juga membolehkannya menyesuaikan diri dengan lebih cepat kepada perubahan keperluan pasaran yang berbeza.

Bagi industri automotif China, 100 juta unit bukan sekadar pencapaian dari segi skala, malah bermaksud pengeluar automotif China telah mula mengambil bahagian dalam persaingan pasaran global dengan sebenar-benarnya. Dan SAIC-GM-Wuling, juga sedang bergerak dari "Merek Rakyat" ke "Merek Global".