车型概览

Acura RDX 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，Acura RDX 目前可围绕 2026 2.0T Standard 来比较。

购车价格指南

评估 Acura RDX 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 2026 2.0T 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 Acura RDX 的核心规格，最重要是把数字翻译成生活里的感受。

Acura RDX 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

Acura RDX 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 Acura RDX 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？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 Acura RDX 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 Acura RDX 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 Q3 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日常场景里的便利程度。

版本方面，Audi Q3 目前可围绕 2025 Sportback 40 TFSI quattro S Line、2025 40 TFSI quattro S Line、2025 Sportback 35 TFSI S Line、2025 35 TFSI S Line 来比较。

购车价格指南

评估 Audi Q3 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 Sportback 40 TFSI quattro S Line、2025 40 TFSI quattro S Line、2025 Sportback 35 TFSI S Line、2025 35 TFSI 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 Q3 的核心规格，最重要是把数字翻译成生活里的感受。

Audi Q3 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 Q3 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 Q3 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？适合把日常场景里的便利程度放在首位的买家。 家庭用户要看什么？优先看后排乘坐、儿童座椅、行李和日常上下车是否顺手。 每天开会不会麻烦？如果能源成本、停车便利和版本配置都符合你的生活节奏，它会比较容易相处。

竞品对比内容

把 Audi Q3 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 Q3 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。

After the official launch of the new Onvo L60 on June 11, attention from the entire automotive industry quickly focused on this mid-size SUV tech flagship with a starting price of 202,800 yuan. Subsequently, during a media face-to-face event held in Hefei on June 12, Nio founder Li Bin and Nio Senior Vice President Shen Fei had an in-depth exchange.

Currently, sales lead costs in the entire automotive industry are rising, with the cost per valid lead even climbing to the range of 300 to 500 yuan, making conversion efficiency the lifeline for major car manufacturers. Against this industry backdrop, how do new brands break through? How do Nio, Onvo, and the soon-to-be-delivered Firefly support the brand matrix of the entire group? Through this interview with a huge amount of information, we can see the underlying technical foundation and commercial logic hidden behind the new Onvo L60. 

Currently, the competition in new energy vehicles has officially entered the deep water area which tests the systematic engineering capabilities of car manufacturers extremely, moving away from the early stage 'comparison of three-electric parameters' and simple 'material stacking games'. Facing the universal pain point of excessive weight in new energy vehicles, lightweighting is no longer just an environmental slogan, but the ultimate touchstone for car manufacturers' comprehensive R&D capabilities. Li Bin frankly stated in the exchange that lightweighting can truly bring user benefits, including improving overall vehicle handling, safety, structural durability, and long-term life, which is also the core reason why Onvo and Nio persist in lightweighting.

However, the realization of lightweighting is not easy; it first tests the courage of enterprises to make choices within cost boundaries. If one pursues ultra-long range, large capacity lithium iron phosphate batteries are undoubtedly a shortcut to reduce costs, but Onvo showed great restraint in battery selection. To achieve 740 kilometers of range on the 85 kWh long-range version without significantly increasing weight, Onvo decisively chose ternary lithium batteries with higher energy density and lighter weight. This decision made the 85 kWh ternary lithium battery reduce more than 100 kilograms compared to lithium iron phosphate batteries of the same capacity, but the price is that the enterprise must bear a huge additional cost. This choice is not cutting corners, but value prioritization based on user experience. The deeper difficulty lies in the collaboration of technology and engineering.

Li Bin pointed out that lightweighting involves not only replacing traditional fuses with intelligent fuses, but also requires comprehensive support for the vehicle's high and low voltage architecture, which is a systemic engineering project with a high technical threshold. The lightweight coefficient of the new Onvo L60 white body reached an astonishing 2.22, which not only benefits from the positive returns of the global 900V high-voltage architecture, but also relies on refined engineering capabilities under the premise of ensuring safe structures, avoiding 'transitional materials' with no safety benefits. In the eyes of the media, this approach of building underlying architectures regardless of cost is establishing an invisible moat for Onvo that is difficult to copy in the short term.

This obsession with the underlying foundation is also deeply reflected in Onvo L60's intelligent layout. At the launch event, a video of the new Onvo L60 crossing extremely narrow caves triggering intelligent driving drew widespread attention both domestically and internationally, with even overseas netizens comparing it with Tesla's FSD. Facing the competition of intelligent driving routes, Li Bin gave an extremely clear technical breakdown. He revealed that the baseline of the new Onvo L60's intelligent driving has actually been aligned with Nio ES9, adopting the latest version of Nio World Model.

Demonstrating powerful image processing capabilities and a sense of security in extremely dim cave environments is mainly supported by Nio's fully independently developed Shengji NX9031 chip and massive computing power investment. Currently, many brands in the industry choose to let external companies outsource the definition of intelligent driving chips, but Nio has formed a Shengji team of more than 600 people, completing a closed-loop design capability from front-end to back-end. The direct advantage brought by this fully independent R&D is multi-dimensional: not only has the memory bandwidth reached twice that of industry competitors, greatly improving model operation speed, but its powerful multi-modal signal processing capability (ISP) can still maintain extremely high clarity and resolution in extremely dark or extremely bright light environments. In addition, the millisecond-level chip heat switching capability is fully prepared for future L3, L4 level autonomous driving. To support the data closed loop of the world model and reinforcement learning, Nio's investment in intelligent driving computing power has increased several times compared to last year, and will continue to increase computing power operations in the second half of this year.

Just as Li Bin made that analogy, if the short-term goal is to build a 10-story building, people can move in quickly, but to build a 100-story high-rise in the future, you must spend a long time to solidify the foundation capable of supporting 150 stories. Onvo, with a price of just over 200,000, directly rolled down Nio's chip, operating system, and data closed-loop capabilities accumulated over many years. This 'dimensionality reduction attack' will undoubtedly seize huge user mindshare in the key period of intelligent driving popularization.

Beyond intelligence, the debate on the route of the energy supplement system has always been another major focus of the new energy vehicle industry. With the frequent release of flash charging technologies in the industry, the outside world once believed this would impact Nio's prideful battery swapping mode. However, Li Bin and Shen Fei completely broke this oppositional thinking in the exchange. Li Bin clearly stated that supercharging, flash charging, and battery swapping have never been opposed. Nio is very happy to see industry investment in infrastructure, but the multi-dimensional strategic value possessed by battery swapping cannot be replaced by simple fast charging. From the user experience perspective, after fast charging technology reaches a certain rate, its marginal benefit will decrease significantly, while the convenience of battery swapping without getting off the vehicle remains the industry benchmark. The more core business logic lies in 'vehicle-electricity decoupling'. Separating the life of the car and the battery, and operating and extending the life of each battery through intelligent charging strategies within battery swapping stations can increase battery life by at least 1.5 years, which fundamentally dispels users' deep concerns about long-term battery attenuation when purchasing pure electric models.

Shen Fei also confirmed that the penetration rate of Onvo battery leasing plans is already more than 90% currently, fully showing that users made very rational choices when facing real car purchase costs. In addition, from a macro energy strategy perspective, the more than 3,900 battery swapping stations built by Nio are equivalent to a natural distributed energy storage facility with a capacity as high as 7GWh. With the proportion of new energy power generation continuing to climb, these battery swapping stations have begun to participate in grid response and peak shaving, showing extremely high energy utilization efficiency. Nio not only promotes battery swapping standardization domestically but has even participated in the formulation of national passenger car battery swapping standards in countries such as Singapore. Standing from the media's perspective, the battery swapping network has completely evolved from an early 'service tag' of Nio to a heavy-asset 'energy barrier'. With the addition of more peers and giants such as CATL, Onvo sits on China's most mature pure electric supplement network as soon as it appears. This systemic advantage that wins at the starting line is something any new entrant is hard to catch up with.

All technical reserves and infrastructure investments must ultimately face the most direct test in the fierce market fight. The current Chinese car market has irreversibly entered the stock era. Li Bin quoted the latest market data pointing out that fuel vehicle sales dropped year-on-year by more than 40%, meaning the proportion of true new purchases in the entire market is decreasing sharply, and increased purchase, repeat purchase, and exchange purchase have become the absolute mainstream. In such an environment, users' car purchase decision logic is undergoing a qualitative change. In the past, due to imperfect infrastructure, users often struggled with extended range or plug-in hybrid routes when exchanging; and today, with the improvement of supplement networks and the highlight of pure electric technology experience advantages, fuel vehicle users prefer to directly choose intelligent pure electric cars when exchanging. Onvo brand's user portrait accurately confirms this trend. Shen Fei revealed when sharing data that among Onvo's current user group, 35% come from the transformation of BBA and traditional luxury brands, another 30% from joint venture fuel car owners, and another 10% belong to Nio community's increased and repeated purchases and other new energy peers' transformation. This means 85% of sales come from the strong harvesting of the stock market. Onvo's average selling price in the first quarter reached 240,000 yuan, even higher than some traditional luxury brands, thoroughly confirming its positioning as a 'high-quality brand for families'.

When facing the extremely competitive 200,000-level SUV market, the new Onvo L60 will directly engage in a head-on fight with the hegemon Tesla Model Y in this field. Facing the brand worship of Tesla by some consumers, Shen Fei and Li Bin showed strong product confidence. From the product dimension, under the condition that the new Onvo L60 is similar in size to the Model Y, it provides a leapfrog comfort and technology experience. At a price of just over 200,000, L60 not only provides comfort configurations such as refrigerators, TV screens, and big sofas, but the rear row can even fit a 52-liter freezer, perfectly solving the pain points of home users in sun protection, storage, entertainment, and seating comfort.

More killer is its pricing strategy, the whole vehicle purchase is 60,000 to 70,000 yuan cheaper than the Model Y, if adopting the battery leasing model, the purchase threshold is further significantly reduced. Compared to Tesla FSD's high buyout fee of 64,000 yuan in China, Onvo saves users more than 100,000 yuan of real money while providing equal or even better intelligent driving experience in specific scenarios. 'Luxury trim plus large space, plus smarter, plus battery swapping', this is Li Bin's exquisite summary of the new Onvo L60's core competitiveness.

Through this in-depth exchange, it is not difficult to discover that the Nio Group is completing the refined cutting and dimensionality reduction attack on different circle target markets through the '3:6:1' brand matrix. The Nio brand continues to hold the high-end market, serving high-net-worth people with full-scenario technology experience and unique emotional resonance; the upcoming Firefly brand focuses on high-end boutique and ultimate safety in the small car market of more than 100,000; and Onvo, in the core belly, bears the responsibility of mass monetizing the group's underlying technology and providing high-quality tech flagship for the broadest mainstream families. Li Bin frankly admitted that building a new brand is much more difficult than imagined. Currently, Onvo's brand awareness may be equivalent to Nio 6 years ago. Gaining resonance in this era of extremely scarce attention is by no means easy. But in the eyes of industry media, Onvo is not a 'start from zero' new force. Relying on Nio's ten-year grinding system capability, the new Onvo L60 is more like a dimension-raising war initiated by the Nio Group to the mainstream red ocean market after completing the deep water area technical hibernation.

In this long marathon of the automotive industry, evaluating a company's strategic vision over a ten-year cycle is far more real and cruel than using a quarter's sales figures. The launch of the new Onvo L60 marks that Nio officially opens the full-scale harvesting of the basic market of the stock fuel vehicle market in a true sense, which will also become a business sample with extremely high observation value in the development history of China's intelligent electric vehicles this year.

作者 ｜ 張睿

編輯 ｜ 志豪

車東西 6 月 17 日消息，日前，蔚來旗下樂道品牌正式喺合肥發佈咗新樂道 L60。

新車共有 3 個版本，其中 Pro 版整車購買價格為 19.28 萬元起，電池租用方式購買價格為 13.58 萬元起；Max+ 版整車購買價格為 20.28 萬元起，電池租用方式購買價格為 14.58 萬元起；Ultra+ 版整車購買價格為 22.28 萬元起，電池租用方式購買價格為 16.58 萬元起。

▲新樂道 L60 售價

具體到參數上睇嚟，此次新樂道 L60 較老款樂道 L60 喺輔助駕駛方面進行咗升級，搭載咗蔚來自研 5nm 車規級智駕芯片神玑 NX9031 同激光雷達，仲新增咗二排娛樂屏、6L 車載冷暖箱等舒適性配置，蔚來創始人、董事長、CEO 李斌表示新樂道 L60 喺六大維度進行咗 106 項煥新升級。

喺發佈會第二天上午，蔚來創始人、董事長、CEO 李斌同蔚來高級副總裁兼樂道汽車總裁沈斐接受咗車東西在內嘅媒體採訪。

▲李斌（圖左）、沈斐（圖右）

喺樂道新 L60 發佈後，除蔚來 ES8 五座版外，蔚來喺上半年已經把全新車型集中發佈，而李斌喺回答車東西嘅問題時表示，蔚來並唔擔心下半年沒有新車發佈影響訂單，反而能夠踏踏實實賣車，踏踏實實服務用戶。

以下為採訪實錄，車東西喺唔改變原意嘅情況下進行咗部分編輯。

1、蔚來公司今年上半年基本把新車型集中發佈完咗，但是友商邊仲係好多新車型蓄勢待發，唔會令到蔚來已經發佈嘅車型會受到衝擊？

李斌：我諗呢個壓力仲好啦，因為我哋每一款車都有很強嘅競爭力，像樂道 L60 係 2024 年發佈嘅車，到今天佢仍然有非常強嘅競爭力。我哋喺技術嘅領先性上仲有底氣，我哋最近發嘅這幾款車，我哋相信喺比較長嘅時間之內，都有非常強嘅競爭力。

像我哋 2022 年發佈嘅 ET7，到今天我哋嘅智駕能力仍然喺持續提升，仍然非常有競爭力，佢嘅硬件能力仲未完全挖掘出嚟，喺技術佈局方面我哋一直相對超前一些，對於接下來嘅產品喺市場上嘅競爭力仲係非常有信心嘅。

我哋並唔擔心下半年沒新車咗訂單就唔行，對我哋嚟講反而能夠踏踏實實賣車，踏踏實實服務用戶，螢火蟲就係很好嘅例子，螢火蟲而家訂車等待周期又變長咗，螢火蟲喺上市 1 年多嘅時間裡只係有一啲小迭代，唔係特別大嘅迭代，而家下訂螢火蟲又得等一個月車。

2、汽車實現輕量化最大嘅難點係喺邊度？係企業對於配置上嘅取舍，仲係喺研發上嘅累積或路線嘅選擇，最大嘅難點喺邊度？

李斌：其實輕量化嘅意義喺汽車工程領域係有共識嘅，輕量化係汽車綜合研發能力嘅表現，因為確實能夠實實在在帶嚟用戶利益，當然也包括社會嘅利益，包括對整車嘅操控、整車嘅安全、結構嘅耐久性、整車嘅長期壽命，其實都係有好多好處嘅，這就係為什麼樂道包括蔚來一直喺輕量化呢方面比較堅持，這係好重要嘅一個原因，因為佢有用戶嘅價值，能給用戶帶嚟切切實實嘅好處。

輕量化做好係非常唔容易嘅，首先你就喺去做取舍，因為成本邊界係有限嘅， 如果一味追求特別長嘅續航，一定會用特別大嘅磷酸鋰鐵電池，我哋喺電池嘅選擇上都比较克制，這就需要一啲勇氣咗，這唔係偷工減料，這就是做取舍，因為成本係一定嘅。

第二個更难係我認爲技術上嘅事情，就係智能保險絲嘅問題，唔係把傳統嘅保險絲換成智能保險絲咁簡單，整車嘅高壓架構、低壓架構各方面都要能支持，這是一個系統性嘅工程，所以這背後有好多技術含量。

仲有我哋集成化嘅設計，做出更好嘅空間，帶嚟更好嘅輕量化，這係需要好多研發投入嘅，也需要好高嘅技術含量。

包括我哋全域 900V 嘅技術，肯定對輕量化係有好處嘅，技術上嘅門檻非常高，佢需要底層嘅研發嘅能力。

第三個亦都係技術嘅一部分，我哋叫做工程嘅能力。比如新樂道 L60 嘅白車身輕量化係數到咗 2.22，這個更多就係工程嘅能力，要喺確保安全結構兼顧嘅情況下去實現，有啲時候用料過度大部分沒有安全收益，就好似有啲房子雖然看著牆好厚，唔代表一定結構堅固，呢個工程能力係非常非常重要嘅。

最後成本都係好重要嘅，你要去承擔輕量化技術帶嚟嘅成本上升。包括蔚來、樂道，我哋有長續航嘅電池，我哋 85 度電版本有 740 公里嘅續航，我哋長續航版本如果唔想增加太多重量就必須用三元鋰電池，三元鋰電池能量密度高，當然同樣嘅電池容量重量就更輕，這個就係好大一筆錢，大家知道 85 度嘅三元鋰比 85 度嘅磷酸鋰鐵電池減咗 100 多公斤嘅重。

3、蔚來參與制定咗新加坡嘅換電標準，這意味住蔚來嘅換電模式已經從企業嘅標準走向國家嘅標準咗嗎？蔚來換電生態出海嘅情況點樣？

李斌：我哋喺歐洲已經有 60 多座換電站咗，主要喺北歐 5 個國家，德國同北歐嘅幾間國家已經有 60 多座，包括挪威有 20 多座換電站。新加坡市場，螢火蟲已經喺銷售緊，我哋同歐洲國家也好、新加坡也好，一直同有關部門就換電站嘅標準方面有非常積極嘅交流。

當時沈斐仲負責蔚來能源嘅時候，我哋好早就同相關嘅一啲國家部門喺推進換電嘅標準，我哋參與制定咗好多嘅標準，喺全力以赴嘅推動換電標準化，因為換電確實能解決好多電動車而家嘅只能充不能換嘅問題，能解決好多車電不同壽等等嘅問題。

4、樂道 L60 最初上市嘅時候主要都係去對標燃油競爭對手，整體嘅產品思考係什麼策略？目前感覺 L60 對用戶嘅吸引力點樣？

沈斐：其實從樂道嘅整個品牌嘅用戶增購複購數據嚟睇，我哋嘅用戶群體係來自相對高端嘅品牌，BBA 同傳統豪華品牌呢一批大概佔咗 35%，仲有合資品牌車主也佔到 30%，其他新能源友商用戶轉過嚟嘅有 10%，蔚來社區增購複購都有接近 10% 嘅比例，來自傳統油車陣營嘅仲有好多。

實際從用戶角度嚟講呢筆賬好易算，從油車轉過嚟，原來二手車置換仲能值一啲錢，而我哋嘅空間包括智駕升級或者整個嘅體驗，都係越級嘅。

關鍵係從每個月嘅用車成本嚟講，原來係花油費，而我哋呢邊選租電方案就算加上電池嘅租金、加上電費，仲係比之前開油車嘅時候能省出個千八百嘅，所以冇道理唔轉化。

我去一線跑落嚟感覺，大家嘅消費習慣係手上有一部車仲能好好開，可能去了解其他新車嘅驅動性就冇咁強，唔會像想換車嘅人咁到店裡面看看。

但係大家仲有途徑去交流，包括像今次嘅溶洞智駕視頻，我諗會對潛在消費者有所觸動嚟了解，後面可能機會會多一啲。

李斌：行業嘅最新市場數據係油車下降咗 40% 多，整個市場好有挑戰，但係相對嚟講純電仲係喺增長，這反映咗什麼問題呢？剛才沈斐也講咗我哋嘅用戶來源，BBA、合資燃油嘅佔比，蔚來體系用戶複購嘅佔比，加起嚟大約 85%，亦就係話新購係比較少咗，整個市場已經進入咗一個存量嘅時代，好多家庭有唔止一輛車，真正嘅新購變少咗，大部分都係換購。

而家油車嘅用戶，換購仲換油車嗎？我諗以今天嘅新能源基礎設施同電動汽車嘅產品競爭力，佢哋大機率會換到新能源車，新能源車原來可能因為基礎設施冇咁發達，因為過去純電車嘅技術體驗優勢仲未反映出來，而家從用戶嘅視角，而家既然都換新能源車咗，點解唔換一部純電車呢？點解唔去換一部智能電動嘅純電車呢？

從用戶嘅視角嚟睇，佢其實係容易做出選擇嘅，唔像前幾年咁糾結，前幾年因為基礎設施仲未發達，充電換電條件仲未咁好，嗰陣時選增程、選插混都係合理嘅。而家我認爲用戶開始選純電、選智能電動汽車，我諗係水到渠成嘅事情。

這就係為什麼大家看到雖然今年整個車市總量 1-5 月份同比下降咗 20% 左右，但係純電總體上係增長嘅。特別係 5 月份，燃油降咗 40%，但係純電都係增長嘅，深刻反映咗車市已經進入咗存量嘅時代，增購、複購、換購變為主流，喺呢種情況下智能電動汽車純電嘅技術路線，我相信用定會得到更多用戶嘅選擇。

我哋都看到乘聯會嘅數據，6 月 1-7 日新能源嘅滲透率到咗 66.9%，之前我認爲年底才會到 70%，而家看搞不好 6 月就會到 70%，三季度一定會摸到 70%，確實速度比我哋想像快太多咗。

5、樂道 L60 嘅智駕水平同特斯拉嘅 FSD 相比大概係什麼情況呢？

李斌：特斯拉 FSD 最新嘅版本我仲未體驗，如果正式發佈咗會去體驗一下向他們好好學習。

當然特斯拉嘅智駕，包括佢嘅模型同算力好多方面肯定係非常領先嘅，有好多值得我哋學習嘅地方。但我哋蔚來從自研芯片到傳感器，到而家嘅世界模型 + 強化學習嘅路線，相信大家已經看到我哋嘅能力，透過極窄溶洞嘅穿越讓大家看到我哋係具備呢樣能力嘅。

當然後續仲有好多工作要做，比如今年我哋仲會加大喺算力方面嘅投入，把我哋嘅數據做訓練，不斷去提高我哋整個智駕嘅體驗上限，我哋對後續嘅持續進步都係非常有信心嘅。

當然智駕而家確實充分體現咗各傢嘅綜合嘅技術能力，咁樣你追我趕嘅局勢都好，希望大家多去體驗體驗，都體驗體驗我哋新樂道 L60 嘅智駕，包括蔚來嘅智駕，我都係非常有信心佢嘅體驗係好好嘅。

6、樂道今年上半年連發三款新車，都用咗旗艦智能三大件，咁密集嘅更新背後嘅考慮係什麼？包括這些技術喺而家呢個最新行業競爭狀態下會俾樂道建立起邊啲護城河？

李斌：如果大家去看我哋發版嘅速度，不管係 Coconut，原來沒有激光雷達嘅，定係而家 Coconut+，仲有蔚來二代平台嘅車，我哋呢幾智駕嘅基線，基本上能做到差不多喺正負唔超唔多幾周嘅時間窗口裡做到同時發版。

其實呢係非常唔容易嘅，因為入面從時間跨度，從我哋整個硬件差別上仲有挑戰。我諗入面原因就係透過全棧自研從內部把能統一嘅地方都統一起嚟，呢一點好重要。

因為我哋喺規劃嘅時候大家都可以看到，從 ET7 開始到樂道 L60，喺視覺上傳感器嘅佈局都係比較超前嘅，7 個 800 萬攝像頭 +7 個環繞嘅攝像頭，我哋喺呢方面嘅規劃係比較早嘅，包括傳感器都係考慮咗長期嘅標準化。

當然樂道同蔚來一開始喺基線上係有啲區別嘅，而家樂道把激光雷達都加上咗，所以如果大家去看嘅話我哋喺呢種規劃方面都係推敲得比較深入嘅。

整個技術基線能複用就代表數據能夠複用，代表工具鏈能複用，模型嘅部署同變種相對嚟講就比較易管理，所以我哋從二代產品開始整個智駕嘅底層硬件自研嘅好處就出咗，同時內存帶寬非常非常重視，好多時候大家都低估咗呢個東西，仲有我哋嘅 ISP 多模信號處理嘅能力，喺極暗，仲係極强光好多情況佢嘅清晰度同解析度、圖像還原能力係非常非常強嘅。

綜合起嚟講，反映咗我哋喺智駕方面嘅一個喺硬件方面長期嘅思考，喺數據閉環上長期嘅思考，而家二代嘅車，群體智能嘅能力帶嚟數據閉環嘅能力，同樣呢些能力帶嚟嘅好處，像 Coconut 等都能得到幫助，呢個係工程體系同架構嘅思考。

7、新樂道 L60 嘅訂單情況點樣，今年對於整個樂道月銷嘅水平大概係什麼預期，以及增配降價會不會對於新樂道 L60 能提供嘅毛利有一定嘅影響？

李斌：而家嘅市場趨勢，我哋嘅態度都係比較謹慎嘅，很少說蔚來嘅每個品牌各自要達到幾多嘅銷量。但係都希望蔚來進入到三品牌發展階段之後，能夠保持 40% 到 50% 嘅增長，我哋今年 1-5 月份肯定係比呢個數要高一啲，達到咗 68%，增長都係唔錯嘅。

下半年開始我哋更多嘅精力會用喺賣車，服務用戶上面，樂道呢幾款車市場競爭力都係非常強嘅，我相信用係能達到我哋自己內部預定嘅目標。

至於毛利方面，確實而家供應鏈漲價漲得太太多，我哋樂道 L60 嘅毛利仲有，但係比較慘。所以今年嘅毛利同整個利潤嘅增長，主要係看總額。

8、樂道後面會唔會優化租賃方案，降低用戶租賃嘅費率？而家電池租賃嘅整體滲透率情況點樣？

李斌：我哋電池租用方案嘅滲透率非常高，有 90% 多。至於行業嘅換電滲透率，我哋車賣好咗，滲透率就高咗，包括友商，像寧德時代都有換電方案，參與進來嘅人多咗，市場滲透率自然會高。

我哋同好多家友商喺換電方面有戰略合作，但係對於佢哋嚟講要不要做換電係比較長嘅時間做決策，做產品嘅準備，商務嘅準備，我哋嘅換電生態一直都係開放嘅。

9、而家車規級內存價格漲得比較厲害，本輪漲價對樂道車型成本毛利率嘅實際影響？蔚來同長鑫存儲已經喺進行相關嘅合作咗，而家嘅進展點樣？後面可以想像嘅空間有幾大？

李斌：本輪漲價影響都係好大嘅，拿樂道嚟講，一部車嘅成本漲咗 1 萬幾塊錢，如果折算到最終售價仲要算上稅費等各方面嘅增加，對售價嘅影響大概喺 1 萬 5 左右，同時像電池原料鋰漲價也漲咗好多，所以今年確實成本壓力好大。

長鑫存儲嘅工廠離我哋非常近，就幾百米，可能也就一公里，都喺經開發區嘅北區，我哋喺合作嘅 LPDDR5X 上車驗證嘅進展都挺順利嘅。

10、能否詳細解讀一下樂道用戶嘅來源？

李斌：剛才沈斐也講咗一啲，而家來自 BBA，仲有傳統嘅豪華品牌嘅用戶大概佔我哋用戶嘅 35%，合資嘅燃油車用戶佔到 30%，仲有以前嘅新能源車嘅複購，特別係早期買純電車嘅複購，也包括增程車嘅換購，大概喺 10%，其他就係來自其他嘅來源，也包括一啲新購同別嘅用戶。

一季度樂道嘅平均售價係 24 萬，比一啲傳統豪華品牌仲要高一啲，所以樂道確實係一個面向家庭嘅高品質嘅品牌。

大家看新樂道 L60 嘅主銷版 Max+ 版起售價係 20.28 萬元起，訂單情況 90% 以上都係我哋嘅 Max+ 同 Ultra+，90% 以上都係選咗我哋 Coconut+、神玑 NX9031 與激光雷達嘅版本，樂道作為 20-30 萬區間產品嘅佈局，品牌嘅定位都係比較符合我哋嘅目標用戶同消費趨勢嘅。

11、從上半年數據嚟睇，閃充同換電產品都仍舊能保持增長，蔚來對於以後整個補能喺方向上面係點樣看待嘅？

李斌：我哋非常高興看到越來越多汽車公司喺充換電基礎設施方面投入，閃充挺好嘅，俾整個行業帶嚟咗好好嘅推動，令更多人關注基礎設施方面嘅投入，唔再係簡單咗依托於公共充電樁。

蔚來呢方面一直做嘅都係最堅決嘅，其實蔚來喺充電樁嘅建設方面都係非常積極嘅，我哋一直都係可充、可換、可升級，當然我哋嘅建設思路同別人都有區別，我哋而家已經有 86 條加電風景線，把充電樁就建喺別人唔願意建嘅地方。最早內蒙高速上、吉林高速上嘅充電樁，都係我哋最先建嘅。我哋嘅出發點特別樸素，我哋用戶去到邊，如果嗰度沒有基礎設施，至少要保障。

我哋最早仲有移動充電車，當然而家出動率越來越低咗，主要係用於救援，像新疆、西藏一啲特別偏嘅地方仲需要有一個咁樣嘅應急手段。

我都想強調一下，換電同充電唔係對立嘅，呢一點好重要，我哋從來唔把充電同換電對立起嚟。

我哋內部好早就有一個咁樣嘅要求，就係用戶不管係喺屋企、定係單位，只要能裝充電樁，我哋一定幫佢把充電樁裝上，所以我哋嘅用戶充電樁安裝比例喺行業裡面肯定係數一數二嘅，因為我哋有自己嘅全國能源服務團隊，推動起嚟更高效。

背後嘅思考都好簡單，因為咁樣體驗係最好嘅，你屋企面要能裝上充電樁，晚上充一下，或者白天到單位充一下，就係最好嘅體驗。

但係，我哋嘅換電可以做到全程唔使下車，體驗都係要好啲，包括換電站有啲其他維度嘅價值。

第一就係可以徹底嘅解決車電不同壽嘅問題，把車同電池解耦，呢對於用戶嘅利益同社會利益長期嚟講都係有好处嘅，買一部電車唔單單係看短期體驗，要看到 8 年、10 年，甚至要看到 15 年，唔係說到咗呢個時間車就一定要淘汰咗，所以把車電不同壽，透過換電嘅體系去解決掉，我認爲係好重要嘅。

我哋喺換電站入面會智能咁針對每一塊電池去俾最好嘅充電策略，呢對於電池嘅壽命嚟講係好重要嘅。所以我哋透過運營延壽，基本上把每一塊電池嘅壽命，透過運營嘅延壽能至少提高 1.5 年，呢啲都係好大嘅一啲優勢。

第二係能源屬性，換電站本身就係一個天然嘅儲能設施，我哋 3900 幾座換電站，相當於 7GWh 嘅儲能，喺中國越來越多嘅電都係新能源發電嘅大背景下，佢嘅價值會逐步體現，我哋已經有好多換電站參與咗電網嘅響應。每天都喺做儲能嘅事情，呢啲作為能源基礎設施效率係非常高嘅。

所以總嘅嚟講，超充、閃充同換電並唔係對立嘅，但係換電都確實能解決好多閃充解決唔到嘅問題，大家而家看到嘅快都係淺層嘅快，快充呢件事其實到咗一定嘅速度同時間以後，邊界收益就冇咁大咗。

而且就像我講嘅，有啲時候慢一啲都唔好緊要，喺屋企充慢就慢一啲，或者單位樓下順便充電，快到某一个速率之後邊界收益就變低咗。更重要嘅係換電對車電不同壽嘅解決意義，對電池壽命、安全嘅意義，作為一個分布式嘅儲能設施嘅新型電力系統嘅一部分收益，呢件事都唔能用充電去解決嘅。

12、行業入面都有其他嘅廠商準備推出第二品牌或者新系列，喺內部復盤看來，樂道喺 2 幾年時間裡面，有邊啲經驗係特別值得對外分享嘅？

李斌：我哋諗都係還係低估咗建立一個品牌嘅難度。客觀嚟講，其實建立一個新品牌係唔容易嘅，蔚來品牌第一次對外發佈係 2016 年，到而家已經 10 年時間咗，而且我哋當年市場同整體嘅關注度好高，大家比較容易把我哋作為其中嘅一個新勢力代表，這係有天時地利人合嘅因素嘅。

樂道作為一個新品牌，我哋原來都諗知名度好快就能建立起嚟。但根據我哋而家調研數據，可能都係好多人都根本唔知道樂道呢個品牌，而家樂道嘅品牌知名度也就相當於 6 年前嘅蔚來，可能仲要更早一啲，其實好多人都唔清楚，而家嘅市場環境，一個新品牌係好難去獲得注意力嘅，建立新品牌都係比較辛苦嘅，難度比我哋想像都要大。

但係對經驗嚟講，樂道從一開始品牌理念嘅構建上，我哋到底要服務邊、到底係喺什麼樣嘅定位係非常清晰嘅，就係讓家庭生活更美好，樂道係個服務家庭嘅高品質品牌，定位、定義、理念都非常清晰。仲有樂道嘅品質同安全，活力感嘅社區等等呢啲構建起我哋品牌嘅支柱，呢啲都非常清晰嘅，用戶都會有回應，呢啲都係我哋做得仲唔錯嘅地方。

但市場挑戰確實好大，而家你點樣令到品牌能被記住，唔單單係我產品嘅配置點樣或產品性能點樣，更多係我邊能引起大家嘅共鳴。大家看我哋 L90 也好、L80 也好，新 L60 也好，發佈會上都花咗好多時間去透過一啲用戶場景同用戶嘅真實故事去體現我哋呢個品牌嘅底層嘅思考，精神層面嘅思考，我哋都希望同我哋嘅目標用戶引起呢樣嘅共鳴。

13、樂道最近幾個月嘅銷量情況似乎仲未夠預期嘅高度？

沈斐：關於銷量預期，我同內部嘅同事經常分享，我自己要堅定信心，唔要妄自菲薄，因為樂道係 2 年嘅品牌，剛才斌哥也講咗知名度嘅問題。

樂道而家嘅銷量，比蔚來 2 年嘅時候多，樂道嘅整體銷量爬升都係好快嘅，一年就做到咗蔚來 4 年嘅量。但係我都同我團隊伙伴講，我自己諗係因為我要正視自己仲有好多問題要解決，不斷去進步等等。

當然其實外部唔會咁樣看嘅，對於單個用戶嚟講，我就係買一部車，就要選一部適合自己嘅車，對於整個行業嚟講，包括在座嘅媒體老師，大家都會把樂道同蔚來放喺一齊睇。所以我希望整個團隊喺保持信心、保持對自己有正確認知嘅時候能夠不斷嘅進步。

李斌：我都想補充一下，其實 L90 喺產品上市以後，喺純電大三排 SUV 嘅市場區間入面佢嘅銷量係第一名，其實樂道 L60 上市以後同級別都係喺前三嘅，所以我諗成績呢個東西都係看你點樣睇。我哋而家都仲係要正視品牌建设，包括銷售體系能力嘅建設，佢有一個過程，我哋其實而家就用咗咁樣嘅心態睇呢件事。

14、樂道 L60 嘅保值率好唔錯，內部有無研究過具體係什麼原因？

沈斐：樂道 L60 嘅產品力係根本原因，用戶對呢款車嘅各方面都係非常滿意嘅。

第二個係我哋整個價格政策方方面面都比較穩定，包括呢次新 L60 嘅定價都係喺好努力平衡呢個新車、二手車等方面嘅因素，這是一個多方面努力嘅結果。

此外，仲包括我哋嘅直營模式，換電嘅能力各方面，保值率係一個綜合嘅東西，大家關注保值率係對嘅，保值率反映品牌嘅綜合競爭力。

15、俾智駕團隊投入咗幾大嘅算力同人力？後面嘅規劃係什麼？

李斌：我哋其實喺講到硬件嘅競爭力同我哋模型嘅競爭力嘅時候，大家都唔好忘咗算力。為什麼 DeepSeek 去年年初嘅時候大家都對佢頂禮膜拜，核心係佢需要嘅訓練資源係遠遠少於美國同行嘅。

我哋去年整個智駕訓練嘅算力確實同國內做得唔錯嘅同行比只係有佢嘅五分之一，甚至十分之一，如果同最頂部嘅比可能仲要少一啲，同特斯拉就更唔能夠比咗，今年確實增加咗投入，我哋大概增加咗幾倍嘅投入，我哋看到嘅效果都係好好嘅。

今年下半年我哋仲會有一個好大嘅一個算力嘅投入，整體喺算力嘅運營上我哋都係比較穩定嘅。

16、喺蔚來嘅佈局嘅過程中，三個品牌之間點樣去界定市場？

李斌：其實不管係蔚來、樂道仲係螢火蟲，我哋喺各自所在嘅目標市場都係保持咗一個高端嘅定位。

其實螢火蟲喺小車市場仍然都係高端嘅定位，同同級別嘅小車相比我哋價格大概也高 50% 左右，國內好多純電小車大概係七八萬人民幣，我哋嘅主銷價係 12 萬幾，當然我哋同產品服務係支撐得起呢個價格嘅。

樂道係面向家庭市場嘅，但我都仲係保持咗一個高端定位，就像前面樂道一季度平均售價係 24 萬人民幣，大家知道大部分嘅主流家用嘅車品牌其實係到唔到呢個平均價嘅，我哋嘅定位都係有足夠嘅技術同產品去支撐嘅，新樂道 L60 都係中型 SUV 嘅科技旗艦，強調科技為家嘅理念，安全品質嘅基礎。

我哋認爲對家庭用車而言呢啲方面用戶係非常在乎嘅，當然有啲配置係可以做一些取舍嘅，比如一啲豪華型嘅配置係選裝嘅，但係安全品質我哋唔會取舍，技術架構我哋唔會去做呢個取舍，所以呢就保持咗品牌嘅底色。

蔚來確實係面向高端市場，用戶群體更多一啲，比如說有一啲全場景科技體驗，像 ES9 呢樣嘅行政旗艦，即使像 ET5 等等都有各自獨特嘅情感體驗，仲有我哋天際線等等，都係好有特點嘅科技氛圍，令用戶有更好嘅情緒體驗感受。

所以喺做呢三個品牌嘅時候共同嘅東西係什麼？保持高品質，保持喺各自細分市場入面嘅高端定位，保持技術嘅領先。喺呢個基礎下再圍繞用戶嘅需求去解題，我哋唔會一味簡單咗堆配置做呢件事，都係睇吓喺邊啲點上同目標用戶群係能夠有情感共鳴嘅，喺功能體驗上會去排序，邊啲對用戶係最重要嘅，我哋會去排序，唔同嘅目標市場，佢嘅優先級係唔太一樣嘅。

17、最近好多品牌發佈咗自己嘅智駕芯片，蔚來嘅智駕芯片同主機廠同芯片廠嘅競爭趨勢係什麼？蔚來喺芯片方面有邊啲優勢？

李斌：如果從做一款智駕嘅芯片角度講嘅話，其實有好多做芯片嘅方法，比如讓別人幫佢定義設計，這並唔係什麼難事，行業入面好多人都喺做。

但係重要嘅就係此芯片非彼芯片，就好似一部車你係搵工程設計公司做，還係透過自己全棧自研，這涉及到企業自身嘅完整工程能力，好多核心嘅部件要自研，投入就更大，難度都更大。

蔚來神玑 NX9031 嘅團隊有 600 幾多人，有從前端到後端完整嘅設計能力，要建立呢個能力都係非常唔容易嘅，同我哋單純定義好參數讓別人去做嘅方式區別都係非常大非常大嘅。

包括智駕芯片之間都唔能夠簡單咁去比，需要從三個維度或者四個維度去評估佢嘅性能，推理算力係一個方面，第二個就係內存帶寬，呢個對於支持模型嘅大小同包括模型嘅運行嘅速度好重要，我哋芯片嘅內存帶寬同行業相比基本上係佢哋嘅 2 倍。

第三個係多模信號處理嘅能力，這是一個需要特別細緻做嘅工作，我哋喺好多場合演示過咗，溶洞穿越為什麼能有咁好嘅表現，同呢個都有關係。智駕嘅基礎係視覺，唔能夠光看光線好嘅時候，好多場景光線唔好，呢就考驗你到底能不能有好好嘅處理。

仲有芯片冗餘備份，要能做到毫秒級嘅熱切換，兩個芯片之間嘅互聯能力係好強嘅，可以做到毫秒熱切，呢對於將來 L4、L3 級別嘅智駕係好重要嘅。

On June 12, the 150,000th BJ30 Explorer vehicle rolled off the production line, becoming the light off-road SUV to achieve this sales volume in the shortest time. The simultaneously launched Highlight Edition officially went on sale, with two models. The official guide price ranges from 112,900 to 139,900 RMB.

After adding a 30,000 RMB super trade-in subsidy for the entire series, the trade-in price for all models starts from 69,900 RMB, and the actual entry threshold for the Highlight Edition starts from 82,900 RMB.

In 2025, China's total off-road SUV sales exceeded 1.3 million units, up 25.18% year-on-year. Box-style light off-roading, with its affordable price of 100,000 to 200,000 RMB, has captured nearly 70% of the market share. Light off-roading is moving from professional circles to the general public families.

1. Super Off-road: HEV Hybrid + Intelligent 4WD, Light Off-roading is not "Light"

The BJ30 Explorer is equipped with the industry-leading "Tri-Motor Four-Wheel Drive Six-Mode" HEV hybrid architecture. The Highlight Edition increases the rear motor power from 55kW to 70kW, making merging on ramps, starting at intersections, and overtaking on mountain roads more responsive.

The hybrid system combined output 301kW/685N·m, with 0-100km/h acceleration in 6.59 seconds. Intelligent 4WD response is only 30 milliseconds, reaching peak torque in 0.5 seconds. Mud, sand, snow one-key switch, beginners can also handle it calmly.

Equipped with a high-performance AGM battery, the cycle life reaches 3 times that of a ordinary battery. The whole vehicle charging efficiency reaches 99%, supported by Porsche-level turbocharging technology, power output is long-lasting and stable.

CCTV Finance live-streamed the teardown of a BJ30 Explorer driven for 150,000 kilometers. The engine turbine is clean, carbon buildup is minimal, the transmission has no oil leaks, gears are unworn, and the battery pack has no bulging or leakage. The subframe and suspension arms are not rusted, and the chassis flatness is very close to a new car.

2. Super Large: Three Rows Seven Seats + 1.92-meter Big Bed, Family Travel Without Compromises

The BJ30 Explorer is 4730mm long, with a wheelbase of 2820mm. A 66% ultra-high space utilization rate, the wheelbase leads among box-style SUVs in the same price range. Compared to Haval Big Dog wheelbase 2738mm, Jetour Traveler 2800mm, the advantage is obvious.

Three-row seven-seat layout, 1.8-meter adults still have space in the third row. Trunk volume 1496 liters, rear seats fold flat instantly becoming a 1.92-meter big bed. 38 storage spaces throughout the car, camping gear, strollers, and suitcases have their place.

3. Super Save: One Tank of Fuel 1000 Kilometers, Save Dozens of Hours Every Year

The BJ30 Explorer Hybrid version has a comprehensive fuel consumption of 6.45L/100km. Bloggers from five countries—South Africa, Indonesia, UAE, Poland, Mexico—tested it, and every country achieved a result of under 5 liters per 100km.

One tank of fuel range exceeds 1000 kilometers. No need to find charging piles, refuel and go, saving dozens of hours of recharging time every year. First owners enjoy lifetime warranty for the whole vehicle, no high-voltage battery safety hazards, maintenance is simple, parts are sufficient.

Compared to same-level 2.0T fuel models, power is stronger, fuel consumption is lower. Compared to PHEV models, no charging anxiety, body is lighter, off-road performance is not compromised.

4. Highlight Edition Three Major Upgrades: Appearance, Performance, Experience Fully Leap Forward

The Highlight Edition adopts a classic box-style shape, Five Arch Star Ring cross light groups are conspicuous and cool. Full set of Inductive trendy modification kit, exclusive star ring wheels, front and rear same-color sport bumpers. Brand new orange interior with metal texture trim, texture and layering both possessed.

Added front seat heating and ventilation, steering wheel heating, rainfall sensing automatic window closing. 64-color ambient light moves with music rhythm. 10-speaker HiFi audio system. The Highlight Edition is not a simple facelift, but a comprehensive evolution based on the real feedback of 150,000 users.

5. Who Should Buy It?

Budget 70,000-100,000, families buying their first car wanting a box-style SUV. Entire series trade-in price starts from 69,900, Highlight Edition starts from 82,900. This price steps into the territory of Haval Big Dog (90,000 level) and Jetour Traveler.

City families who love camping on weekends and occasionally drive on bad roads. Three-row seven seats + 1.92-meter big bed + 1496L trunk, no need to charge, no anxiety about range, refuel and go.

Pragmatic buyers who do not want to pay too high a premium for "off-roading". The BJ30 Explorer is not a hardcore off-roader, it takes "light off-roading" to the extreme: can load, can drive, can save, can go off-road.

6. The Inspiration of the Great Strength Hexagram

The 34th Hexagram of the "I Ching" "Thunder Heaven Great Strength" says: "Great Strength, favorable perseverance." Great Strength Hexagram, upper Zhen lower Qian, Thunder travels in the sky, strong and moves. It is exactly the spiritual portrayal of light off-road SUVs—having power, and knowing self-restraint.

First Line "Strong on the toe, expedition brings misfortune, there is faith" — If toes have strength and rashly proceed, there will be danger, need to have faith. Light off-roading cannot truly treat as hardcore off-roading to rush. Second Line "Perseverance brings good fortune" — Stick to the right path is good. Do the "light" job well: can walk on bad roads, can carry things, can save fuel money.

Top Line "Ram hits the fence, cannot retreat, cannot achieve" — Ram hits the fence, caught in advancement and retreat. This is exactly the dilemma of many families: want SUV space and passability, but do not want to bear high fuel consumption and high price.

The BJ30 Explorer's solution is: no retreat (retain box-style space and passability), no advance (do not blindly pile off-road configurations to push up price), but find a balance point in the middle. 150,000 users voted with their feet, proving this path is passable.

Great Strength Hexagram says "favorable perseverance" — direction is right, persisting is victory. 70,000-level box-style light off-roading is making more families use a non-compromising way to walk towards an unrestricted life.

Welcome to watch "Reading I Ching in a Car".

繼上海、廣州、長沙三場演出圓滿結束後，6 月 13 日，由長安啟源獨家冠名嘅曹格「打開耳朵聽我講」巡迴演唱會，落戶品牌大本營——重慶。本次活動以“熱辣滾燙、格局打開”為傳播內核，結合重慶獨有嘅城市風情，打造出沉浸式體驗現場，兼具觀賞性、互動性與傳播性。呢間國民汽車品牌借此拉近與年輕群體嘅距離，用新穎嘅溝通形式完成流量轉化與品牌理念植入，樹立起汽車行業跨界營銷嘅優秀範例。

熱辣同頻：國民品牌與實力歌手嘅雙向合作

而家新能源汽車市場嘅競爭，早已唔再侗限於硬件參數比拼，品牌情感價值與人文溫度成為角逐關鍵。音樂作為全民通用嘅交流語言，係品牌對接消費者、建立深度連結嘅優質載體。長安啟源揀選聯手實力唱將曹格，正係一場兼顧情感共鳴與受眾匹配嘅優質跨界。

曹格喺樂壇深耕多年，《背叛》《寂寞先生》等曲目傳唱度極高，既係 80、90 後嘅青春回憶，亦收咗當下年輕群體嘅喜愛，國民口碑與新生代影響力兼備。作為長安汽車數字化轉型嘅核心品牌，長安啟源定位國民高品質新能源汽車，目標客群熱愛生活、追求用車品質。佢哋樂意體驗智能出行新科技，亦重視情感陪伴，對音樂、演藝內容抱有濃厚興趣。基於高度契合嘅受眾定位，雙方以音樂為橋樑、以熱愛為共識，令品牌溫情打破圈層壁壘，實現品牌、產品與消費者之間嘅深度情感連結。

 

 

潮流出圈：山城特色與實車體驗巧妙融合

從上海、廣州到長沙，長安啟源依托音樂 IP 嘅傳播力以及曹格嘅個人影響力，持續探索同年輕用戶溝通嘅全新場景。每一站演唱會，唔僅係視聽盛宴，更係品牌與粉絲面對面交流嘅契機，持續傳遞“讓移動嘅家幸福滿格”嘅品牌初心。

本次重慶站，長安啟源充分發揮本土主場優勢。重慶熱情豪爽嘅城市標籤、高低錯落嘅山城地貌，再加上呢座網紅城市自帶嘅打卡傳播屬性，為线下場景營銷奠定咗良好基礎。現場以熱烈嘅紅色為主視覺打造主題展區，將山城氣質同品牌年輕化表達相結合，視覺記憶點十足。

現場唔僅設置明星合影打卡區，讓觀眾、粉絲同品牌近距離互動，仲結合潮流改裝文化，打造全新 Q05 個性塗裝體驗區，契合年輕人社交分享嘅習慣，令品牌熱度持續攀升。長安啟源將山城特色、熱烈氛圍、網紅傳播屬性融入线下展區與互動環節，讓新车成為可觀賞、可合影、可分享嘅潮流元素，一步步讓年輕消費者從認識品牌，到牢牢記住品牌。

 

放眼全球：國內市場熱銷，穩步開拓海外版圖

作為長安汽車數字化轉型嘅重要板塊，長安啟源堅守“國民精品新能源品牌”嘅定位，憑藉有擔當、有溫度、有實力嘅品牌形象，持續挖掘用戶價值、傳遞品牌溫度。喺重慶演唱會現場，全新 Q05 全程相伴，喺觀演出行、現場互動中，不斷詮釋“讓移動嘅家幸福滿格”嘅品牌理念。

值得一提嘅係，全新 Q05 係品牌面向全球市場打造嘅主力車型，三電系統穩定可靠、智能配置領先、空間表現越級，憑藉出眾產品力成為全場焦點，亦完美詮釋咗“國民精品”嘅定位。

呢款車型市場表現亮眼：5 月長安啟源全系車型累計交付 34528 台，其中全新 Q05 單月交付 15954 台，再度拿下緊湊型 SUV 銷量榜首；5 月 28 日呢車登陸泰國市場，上市僅 3 日訂單就突破 3000 台，爆款實力從國內延伸至海外。

 

深耕跨界：多維聯動助力品牌穩步進階

長安啟源攜手曹格開展巡演合作，並非簡單嘅品牌曝光，而係採用“IP 深度綁定 + 屬地場景定製 + 產品落地轉化 + 用戶長效運營”嘅綜合策略，搭建起獨一無二嘅跨界營銷模式，構建出音樂 + 名人 + 品牌 + 產品 + 用戶五位一體嘅營銷閉環，亦成為長安汽車数字化品牌轉型嘅標杆項目。重慶站落幕之後，巡演仲將走進合肥，持續釋放跨界價值，助推品牌發展。

回望長安啟源嘅品牌發展之路，跨界營銷早已成為長安啟源品牌鮮明底色。從認養國寶莽燦燦、攜手銅梁龍足球、葡萄牙國家隊，到殲 10C 跨界聯名、《憤怒嘅小鳥》全球化 IP 共創，此次又將音樂演出、城市文化、用戶場景深度結合。長安啟源始終圍繞大眾興趣與日常出行場景開展跨界合作，不斷豐富互動形式。未來，品牌將繼續以優質產品同貼心服務為根基，完善跨界運營體系，加深同消費者嘅情感連結，攜手用戶共赴智能出行新征程。

 

 

June 13, Deepal, with the theme “Powered Up, Global Stage”, heavily showcased all series star models at the 2026 Chongqing International Auto Show. The all-new Deepal S07 Huawei Qiankun Laser Extended-Range Edition has launched, with three versions released: 230Max+, 230Ultra, 300Ultra, limited-time promotion price 154,900 RMB - 171,900 RMB, placing an order also enjoys 8 super value gift packs.

As the culmination of Deepal’s mission of “Intelligence for All + Electrification for All”, the launch of the all-new Deepal S07 Huawei Qiankun Laser Extended-Range Edition achieves full coverage of laser intelligent assisted driving for the two power forms “Pure Electric + Extended-Range”, breakthroughly bringing 300,000-level laser intelligent assisted driving into the 150,000-level mainstream market. It not only becomes the first SUV in this class equipped with Huawei Qiankun Laser Solution, but also sets a new benchmark for long-range Huawei Qiankun Laser in its class.

First SUV in the 150,000-level equipped with Huawei Qiankun Intelligent Driving, Supercharging Range King Fully Enters the 3.0 Era

The all-new Deepal S07 Huawei Qiankun Laser Extended-Range Edition comes standard with Huawei Qiankun ADS 4 Pro Enhanced Edition across the series, equipped with a 27-sensor fusion perception system composed of 1 LiDAR, 3 4D mmWave radars, 11 high-definition cameras, and 12 ultrasonic radars. It brings “Active Safety” from technical parameters to daily commuting: precise navigation in complex roundabouts, active yielding for unprotected left turns, and intelligent speed control in narrow road overtaking, making high-end intelligent assisted driving experiences within reach.

The all-new Deepal S07 Huawei Qiankun Laser Extended-Range Edition continues the leading advantage of “Super EREV No.1”, fully entering the “3.0 Era” through technological iteration. Equipped with the Super Extended-Range 2.0 system, it presses the fuel consumption at 100km (empty battery) down to 3.8L, supplemented with 3C supercharging technology, fully recharging in the time of one cup of coffee; paired with CLTC pure electric range of 300km and a maximum comprehensive range of 1,385km, inter-city long-distance travel can depart on a whim. In addition, the new car comes standard with the class-exclusive FSD+HRS variable adaptive suspension, ensuring the steady quality of “no nodding on braking, no leaning on cornering, no jumping on undulations, no shaking on bad roads, no bouncing on potholes” is always online.

Star Models All Gather, Strongest Product Matrix Heavily Debuts

This auto show, Deepal appears with all series 6 star models, from 100,000-level pure electric entry to 300,000-level flagship six-seater, from city commuting to outdoor crossing, Deepal displays confidence and strength in fighting the global market with a comprehensive product matrix.

The “Global Fashion Electric SUV” Deepal S05, relying on 620km CLTC ultra-long range, all series CATL cells and 3C supercharging, has successfully entered over 70 countries and regions. Since its launch, global cumulative sales have broken through 220,000 units. Meanwhile, Deepal S05 won multiple international authoritative honors such as German iF Design Award, Thailand Annual Car Award, making the global hit well-deserved. In May this year, Deepal S05 topped the pure electric compact SUV sales list with a gap-leading performance, winning the monthly sales “Three-peat Champion”.

Deepal L06, known as “Road Maglev, Smart Driving Veteran”, is equipped with magnetorheological suspension same as 3,000,000-level luxury cars, restoring pure sport driving fun, allowing young people to own a pure-blood driving control coupe without pressure. In May this year, Deepal L06 won the monthly sales champion of 130,000-200,000 new energy mid-size cars at once. Deepal L07 understands the way of technology wisdom sharing better, bringing cross-level experience to mid-size sedan users who pursue quality.

Deepal S09 and G318 further expand upwards. Deepal S09 positions as “Smart Flagship Large 6-Seater SUV”, with core advantages such as “Super Energy Range King, Ceiling of Smart Driving, Comfortable Large Flat Floor, Million-Level Luxury Car Chassis, Fortress-Level Body Safety”, perfectly balancing family travel and business reception; Deepal G318 Worry-Free Cross Edition creates a new category of “Tech New Hardcore”, achieving a perfect fusion of outdoor crossing and city comfort.

Core Technologies Showcased Together, Consolidating “Tech Deepal” Label

Since its establishment, Deepal has continuously cultivated the intelligent and electrification tracks, dedicated to breaking industry technical bottlenecks. In the intelligent field, Deepal relies on Changan’s “Tianshu Pilot” and “Huawei Qiankun” dual empowerment, bringing rich intelligent product experiences to consumers. At this auto show, models that won the first batch of domestic L3 level autonomous driving formal special license plates last December were also exhibited simultaneously, fully displaying brand technology accumulation and innovation strength.

In the electrification field, Deepal’s independently developed Force Hyper Integrated Electric Drive, after four generations of technological iteration, achieved millions of units off the line in only 45 months, this speed leads the industry. Its system assembly working condition efficiency is as high as 94.13%, firmly ranking first globally, bringing users super-saving, super-satisfying, and super-safe driving experiences. And the Golden Bell Battery also won the National Science and Technology Progress Award Second Prize, relying on its ultimate performance of 600,000 km degradation imperceptible and million units zero overheating, jointly forging a full lifecycle safety barrier.

Relying on the adherence to the mission of “Intelligence for All + Electrification for All”, Deepal constantly converts cutting-edge technology into user-perceivable mobility value, and has currently built a powerful global growth pattern. As the vanguard of Changan’s “Inclusive Plan”, Deepal has laid out 5 major regions, covering 100+ countries and regions globally, winning widespread trust with globally unified high quality.

In order to return user love, Deepal specially launched the “Summer Car Buying Season” event, gathering up to 10,000 RMB Summer Car Buying Gift, up to 5,000 RMB Super Trade-In Gift, up to 8,000 RMB Trade-In New Car Gift, 618 Big Sale Gift, as well as Chongqing Auto Show Exclusive Benefits and other multiple surprises, with full sincerity to help users “Powered Up”.

The Deepal brand, based on intelligent strategy, firmly practices the brand mission of “Electrification for All + Intelligence for All”. Under this strategic guidance, Deepal S07’s three-year evolution journey and global 300,000+ user base, this laser version extended-range launch not only consolidates the new value height of the same class market, but also marks the further improvement of Deepal’s product matrix. Taking this as a foundation, combined with the vertical promotion of global strategy and top sports IP empowerment, Deepal is accelerating the leap from “Product Overseas” to “Technology Overseas”, transforming technology advantages into scaled competitiveness in global mainstream markets.

6月13日，2026重庆国际车展盛大启幕，深蓝汽车以“满电上场，全球主场”为主题，携全系明星车型重磅亮相。深蓝汽车智享生活体验官明道亲临展台，共同见证全新深蓝S07华为乾崑激光版增程车型上市发布。本次全新深蓝S07共推出230Max+、230Ultra、300Ultra三大版本，限时优惠价15.49万元-17.19万元，下订再享8大超值礼包，以极致诚意兑现“智能平权+电动平权”承诺。

践行智能平权+电动平权，树立15万级长续航华为乾崑激光新标杆

作为深蓝汽车“智能平权+电动平权”使命的集大成者，全新深蓝S07华为乾崑激光版增程车型的推出，实现了“纯电+增程”两大动力形式的激光智能辅助驾驶全覆盖，突破性地将30万级激光智能辅助驾驶带入15万级主流市场，不仅成为该级别首个搭载华为乾崑激光解决方案的SUV，更树立了同级长续航华为乾崑激光新标杆。新车全系标配华为乾崑ADS 4 Pro增强版，搭载由1个激光雷达、3个4D毫米波雷达、11个高清摄像头及12个超声波雷达组成的27个传感器融合感知系统，将“主动安全”从技术参数落到日常通勤：复杂环岛精准导航、无保护左转主动礼让、窄道会车智能控速，让高端智能辅助驾驶体验触手可及。

全新深蓝S07华为乾崑激光版增程车型延续“超级增程第一车”的领先优势，通过技术迭代全面进入“3时代”，重新定义细分市场电动化标准。作为行业内首次提出“超级增程”概念的SUV，全新深蓝S07华为乾崑激光版增程车型搭载超级增程2.0系统，将百公里馈电油耗压至3.8L，辅以3C超充技术，一杯咖啡时间即可快速回血；配合CLTC纯电续航300km，至高1385km的综合续航，跨省长途出行说走就走。此外，新车全系标配同级唯一FSD+HRS可变自适应悬架，确保“刹车不点头、过弯不侧倾、起伏不抛跳、烂路不颠簸、坑洼不弹跳”的稳健质感始终在线。

全新深蓝S07华为乾崑激光版集“智能真顶流、超充续航王、颜值耀锋芒、百万舒享舱、稳行老司机”五大核心优势于一身，将成为15万级中型家用SUV市场的有力竞争者，为这一价位的消费者提供极具质价比的选择。

跨界联动葡萄牙国家队，满电驰骋全球赛场

2026美加墨世界杯赛事备受全球瞩目，作为葡萄牙国家队全球官方合作伙伴，深蓝汽车将“绿茵精神”注入车展现场。

深蓝展台特设深蓝汽车X葡萄牙国家队主题空间，通过特色车衣、葡萄牙国家队定制周边，以及“蓝牙”咖啡、定制足球雪糕盲盒等多元互动体验，将“满电上场”的竞技激情具象化呈现。不止现场氛围感拉满，深蓝汽车的诚意更延伸至全国门店，葡萄牙国家队参赛期间，凡进到深蓝汽车门店完成任意车型试乘试驾，即可参与“葡萄牙队进一球，深蓝送一车（一年使用权）”活动，让“满电上场”转化为实实在在的用户权益。

明星车型全员集结，最强产品矩阵重磅登场

本次车展，深蓝汽车携全系6款明星车型登场，从10万级纯电入门到30万级旗舰六座，从城市通勤到户外穿越，深蓝汽车以全维产品矩阵尽显征战全球市场的底气与实力。

“全球时尚电动SUV”深蓝S05凭借620km CLTC超长续航，全系宁德时代电芯与3C超充，已成功进入全球70多个国家和地区，上市至今全球累计销量突破22万辆。同时，深蓝S05斩获德国iF设计大奖、泰国年度汽车大奖等多项国际权威荣誉，全球爆款实至名归。今年5月，深蓝S05更以断层领先的成绩强势登顶纯电动紧凑型SUV销量榜首，豪取月度销量“三连冠”。

被誉为“公路磁悬浮，智驾老司机”的深蓝L06，搭载300万级豪车同款的磁流变悬架，还原纯粹运动驾趣，让年轻人无压力就能拥有纯血驾控轿跑。今年5月，深蓝L06一举拿下13万-20万新能源中型车月度销量冠军。深蓝L07则深谙科技智享之道，为追求品质的中型轿车用户带来越级体验。

深蓝S09与G318进一步上拓。深蓝S09定位“智慧旗舰大六座SUV”，以“超能续航王、智驾天花板、舒适大平层、百万豪车级底盘、堡垒级车身安全”等核心优势，完美兼顾家庭出行与商务接待；深蓝G318无忧穿越版则开创“科技新硬派”品类，实现户外穿越与城市舒适的完美融合。

核心技术集中亮相，夯实“科技深蓝”标签

自成立以来，深蓝汽车持续深耕智能化与电动化赛道，致力于突破行业技术瓶颈。

智能化领域，深蓝汽车依托长安“天枢领航”与“华为乾崑”双重赋能，为消费者带来了丰富的智能化产品体验。本次车展，曾于去年12月拿下国内首批L3级自动驾驶正式专用号牌的车型也同步展出，尽显品牌技术积淀与创新实力。

电动化领域，深蓝汽车自主研发的原力超集电驱，历经四代技术迭代，仅用45个月就实现百万台下线，这一速度领跑行业。其系统总成工况效率高达94.13%，稳居全球首位，为用户带来了超级省、超级爽、超级安全的驾乘体验。而金钟罩电池也凭借60万公里衰减无感知、百万台零过热的极致表现，荣膺国家科学技术进步二等奖，共同铸就全生命周期安全屏障。

凭借对“智能平权+电动平权”使命的坚守，深蓝汽车不断将前沿科技转化为用户可感知的出行价值，目前已构建起强劲的全球增长格局。作为长安“海纳百川”计划的先行军，深蓝汽车已布局5大区域、覆盖全球100+国家和地区，以全球统一高品质赢得了广泛信赖。

为了回馈用户厚爱，深蓝汽车特别推出“夏日购车季”活动，集结至高10000元夏日购车礼、至高5000元超级置换礼、至高8000元以旧焕新礼、618大促礼，以及重庆车展专属福利等多重惊喜，以满满诚意助力用户“满电上场”。

全新深蓝S07华为乾崑激光版增程车型的上市，不仅夯实了同级市场的价值新高度，更标志着深蓝汽车产品矩阵的进一步完善。以此为基，配合全球化战略的纵深推进以及顶级体育IP赋能，深蓝汽车正加速从“产品出海”向“技术出海”跨越，把技术优势转化为全球主流市场的规模化竞争力。未来，深蓝汽车将继续以技术为核心，推动更多前沿技术普惠，让中国智造的高端出行价值惠及全球每一位消费者。

In the current Chinese automotive market, when a brand chooses a more affordable route, it often means facing more critical eyes: if the price is lower, will quality shrink? If the threshold drops, will the experience suffer?

On June 12, Beijing Off-road gave its own answer at the Zhuzhou Super Factory. On this day, the BJ30 Traveler welcomed the roll-off of its 150,000th vehicle, and simultaneously released a new version 'Highlight Edition'. For any model, 150,000 units is a number worth marking, but for a 'Light Off-road' Box-style SUV, this number carries much more weight.

It means that the road of 'Affordable Off-roading' that Beijing Off-road has always insisted on has been successfully walked.

How a car defines 'Affordable'

If I had to use one word to summarize the BJ30 Traveler's product philosophy, the most accurate might be 'Pragmatic'. It is not a car that tries to crush opponents in every parameter, but offers solutions beyond expectations in dimensions that users truly need.

First is the powertrain. The BJ30 Traveler is equipped with an HEV hybrid architecture known as 'Three-Engine Four-Wheel Drive Six Modes', which is also the first vehicle in the Chinese Box-style SUV category to adopt HEV hybrid technology. The composition of this system is not complicated: a hybrid dedicated engine with thermal efficiency reaching 41%, plus front and rear drive motors, responsible for long-distance energy saving, real-time replenishment, and instantaneous explosion. The intelligent four-wheel drive response speed can reach 30 milliseconds, outputting peak torque within 0.5 seconds. More importantly, the six working modes will automatically select the optimal scheme, keeping the powertrain in the best state at all times.

Second is space. The BJ30 Traveler adopts a three-row seven-seat layout, with a wheelbase reaching 2820 mm, and a space utilization rate of 66%. The trunk volume can be expanded to a maximum of 1496 liters, forming a 1.92-meter large bed after the rear seats are folded down. The third row space allows adults 1.8 meters tall to still feel spacious. There are 38 storage locations in the whole car, basically every passenger's personal items can find a suitable location.

Then is economy. Recently, automotive bloggers from South Africa, Indonesia, UAE, Poland, and Mexico five countries conducted actual tests on the BJ30 Traveler. The result was that in each country, the fuel consumption per 100 kilometers of this car did not exceed 5 liters, and the range of one tank of fuel exceeded 1000 kilometers. No need to find charging stations, just refuel and go. For first-time owners, Beijing Off-road also provided lifetime whole vehicle warranty.

The combination of these three dimensions constitutes the underlying logic of BJ30 Traveler 'Affordable': it makes a Box-style SUV capable of light off-roading become enough useful, enough worry-free, enough cheap.

Highlight Edition: Adding more on the existing basis

At the node of 150,000 units roll-off, Beijing Off-road launched the BJ30 Traveler Highlight Edition. This new version is not a simple configuration upgrade, but a targeted reinforcement in three directions: appearance, performance, and experience, under the original 'Super Off-road, Super Large, Super Economical' framework.

In terms of appearance, the Highlight Edition continues the classic box-style shape, adding a full set of electric-style trendy modification kits and exclusive Star Ring Rims, front and rear bumpers adopt the same color sports design. In terms of interior, a new orange color scheme and metal texture trim panels are introduced. These changes are not radical, but for a model facing the mass market, the appropriate sense of refinement often moves the heart more than exaggerated design.

Performance upgrades are more substantial. The Highlight Edition replaced a high-performance, long-life dedicated AGM battery, the cycle life reaching 3 times that of ordinary batteries; equipped with turbocharging technology same as Porsche, the whole vehicle charging efficiency increased to 99%; the rear motor power increased from 55 kW to 70 kW. This means that in scenarios such as ramp merging, intersection starting, emergency evasion, the vehicle's response will be more timely.

Improvements in the experience level are reflected in details. The BJ30 Traveler Highlight Edition is equipped with seat heating, ventilation, steering wheel heating and other functions; the system can sense raindrops and automatically close the car windows; 64-color ambient light can move with the music rhythm. These functions, taken out individually, are not earth-shaking innovations, but when gathered together, they indeed make daily car use more comfortable.

150,000 Kilometers: A Ticket of Trust

In this press conference, there was a link that attracted special attention: Beijing Off-road joined hands with CCTV Finance to conduct a live dismantling broadcast of a BJ30 Traveler that had driven 150,000 kilometers.

150,000 kilometers is approximately equivalent to nearly ten years of usage mileage for an ordinary family. The dismantling result is: engine turbine is clean, carbon buildup is very little, power output is still abundant; transmission case is intact, no oil leakage, internal gears are not worn or pitted; battery pack has no bulging, liquid leakage or internal degradation and decay situation; subframe and suspension arms have no rust or oil seepage leakage problems, the flatness and regularity of the entire chassis is very small difference from new cars.

The significance of this live broadcast is not to prove how 'god-like' the BJ30 Traveler is, but to respond to a question that consumers are generally concerned about: Can the quality of an affordable priced car be maintained after long-term use? The answer is already written very clearly on this 150,000-kilometer car.

At the same time, the CCTV Finance camera also went deep into the BAIC Zhuzhou Super Factory. In the welding workshop, hundreds of robots achieved 100% automated operation, glue application error does not exceed the diameter of a human hair; in the stamping workshop, a 5000+ ton giant stamping equipment pressed out the car body plates at one time; in the painting workshop, dozens of robots performed fully automatic painting, using environmentally friendly water-based paint, harmful pungent volatile substances reduced by more than 60%. Every process has a quality control inspection checkpoint to ensure that every vehicle rolling off the line meets quality standards.

These factory-end details explain why the BJ30 Traveler, after experiencing the test of 150,000 kilometers, can still maintain a good state. High quality is not shouted out, but managed out of every manufacturing link.

Affordable is not downgrading, another kind of choice

Beijing Off-road is walking further and more steadily on the road of 'Affordable Off-roading'. The BJ30 Traveler's 150,000-unit performance report, and the launch of the Highlight Edition, are all conveying the same signal: Affordable does not mean cheap, low price does not mean low quality.

In this price segment, consumers do not need piled parameters and trickery functions, but solid reliability, economy and practicality. BJ30 Traveler just happens to meet these needs, and proved itself in the 150,000-unit market verification.

For those users with limited budget but yearning to have a car that can take family to the wild, BJ30 Traveler provides a highly convincing option. It does not require you to pay for brand premium, nor does it require you to make a painful choice between quality and price.

This is probably the most essential meaning of 'Affordable Off-roading': allowing more people to embrace a broader lifestyle with a lower threshold.

“五年以後，比亞迪在規模上能夠做到真正的全球第一。到 2030 年，我們將獲得更大的增長。”6 月 9 日，比亞迪董事會主席兼總裁王傳福在比亞迪 2025 年度股東會上表示。

據悉這是比亞迪歷史上參與人數最多的股東大會，有近千人參加，其中一半股東也是比亞迪車主。王傳福攜高層管理團隊與股東展開深入交流，面對行業競爭、銷量瓶頸、海外拓展、技術路線等核心問題。

對於投資者普遍關注的銷量問題，王傳福表示，今年的銷量取決於電池產量，目前新一代刀片電池處於產量爬坡階段，隨著電池產量提升，後續銷量將逐步提升。明年電池產量有望大幅提升，推動公司銷量邁上新台階。

今年 3 月，比亞迪正式發布第二代刀片電池與閃充技術，有效解決了新能源汽車行業充電慢的核心痛點，該技術推出後獲得國內外市場的高度認可，市場訂單量大幅增長。

目前第二代刀片電池產能有缺口，正處於逐月爬坡階段，每月產能增量可達 2 萬至 3 萬套。由於新一代刀片電池供電功率大幅提升，產線設置、電池內部結構均需改造升級，因此產能爬坡需要一定時間，比亞迪正集中精力攻堅，充分挖掘第二代刀片電池的產能潛力。

王傳福透露，2027 年電池產量有望大幅提升，屆時公司將同步發力國內、海外兩大市場，在全球範圍內佈局充電網絡，推動公司新能源汽車銷量邁上新台階，同時助力技術與產業鏈協同發展。

根據 6 月 1 日的銷量快報，比亞迪今年前 5 個月累計銷量 140.5 萬輛，同比下跌 20.3%。王傳福指出，今年新能源汽車購置稅減半，導致去年很多消費者提前消費。因此 1 月、2 月的新能源汽車消費大跌，而比亞迪只做新能源車，受到的影響巨大。但是，經過 3 月、4 月的努力，並且正逢油價上漲，因此銷量回升。

正如王傳福所說，"最壞的時候已經過去了"。從今年 5 月的銷量來看，比亞迪已經迎來向上勢頭。5 月比亞迪銷量 38.35 萬輛汽車，同比略增 0.26%，時隔 10 個月轉正，環比大漲近 20%。

王傳福在會上表示，目前比亞迪已有深厚的技術儲備與清晰的戰略路徑，包括第二代刀片電池、閃充技術以及明後年即將推出的更多顛覆性技術等，未來三到五年公司將保持持續增長。

在技術路徑的選擇上，王傳福表示，比亞迪不會將閃充技術據為己有，充電樁上不打比亞迪的 Logo，閃充生態將服務於所有車企品牌和消費者。“一個好的技術，除了為比亞迪服務，更多要為整個行業服務，要有這種格局，才能贏得市場，贏得大家的口碑。”

他特別強調，隨著國內市場與海外市場的“雙輪驅動”格局形成，中國新能源汽車技術將借此契機真正走向全球舞台中央。

今年以來，比亞迪海外市場發展勢頭強勁。王傳福透露，隨著公司技術、產品力提升，以及海外基地持續釋放產量，比亞迪 2026 年海外銷量有望超越原定 150 萬輛目標。

5 月，比亞迪海外銷量達到 8.9 萬輛，同比增長 133.6%，創歷史新高。巴西、匈牙利、泰國等海外基地正持續釋放產量，比亞迪的全球化佈局已經進入收穫期。

“中國新能源汽車在價格、技術、產品體驗等方面已全面超越當地同行。”王傳福說，但他同時強調，出海不能急於求成，不能讓競爭對手過於緊張。“我們要秉持長期主義，做好本地化生產和服務，實現與當地共贏發展。”這是比亞迪的全球化哲學 —— 不是去征服市場，而是去融入市場，成為當地的企業公民。

王傳福給出了一個清晰的長期目標："五年以後，比亞迪在規模上能夠做到真正的全球第一。到 2030 年，我們將獲得更大的增長。"

過去兩年，比亞迪以 427 萬輛、460 萬輛的銷量在全球汽車銷量排行榜中位居第 5 名，而豐田汽車已連續 5 年銷量破千萬輛，蟬聯全球銷量排行榜第一名。這意味著比亞迪在 5 年內的年銷量也要突破千萬輛。

過去幾年，比亞迪陸續宣佈在匈牙利、土耳其、烏茲別克斯坦、巴西、泰國、柬埔寨、馬來西亞等國家的建廠計劃。截至目前，比亞迪位於泰國、烏茲別克斯坦和巴西的整車工廠已竣工投產。比亞迪執行副總裁李柯近日接受彭博社採訪時稱，比亞迪正在與 Stellantis 等歐洲汽車製造商接洽，尋求接管當地開工不足的工廠，利用閒置產能。

智能化則是比亞迪另一個重要的增長極。股東會上，多位股東問及比亞迪智駕佈局展望，王傳福再次重申“整車智能就是具身智能"的理念，當前人工智能技術發展速度超出行業預期，比亞迪將積極推動 AI 技術在汽車領域落地應用。

5 月 28 日晚，比亞迪發布自研 4nm 製程智駕芯片璇璣 A3。據介紹，該芯片已開啟規模化量產，支持 L3、L4 自動駕駛。

王傳福介紹，目前比亞迪的智能駕駛研發工程師規模超 5000 人，全球已有 315 萬臺搭載智能駕駛的比亞迪車輛投入使用，每日可產生 2 億公里的行駛數據，海量的數據積累為比亞迪高階智能駕駛迭代升級築牢根基。

基於這一龐大的數據底座，王傳福判斷 L3、L4 級高階自動駕駛的到來將比預期更早。他表示，比亞迪已在芯片、算法、數據等全鏈條生態佈局方面做足準備，歐洲、南美、東南亞、中東等地的智能駕駛訓練中心也準備就緒。一旦 L3、L4 級智能駕駛相關法規落地，比亞迪將快速推出適配的產品，並從中國市場逐步推向全球。

王傳福還談到，高端化一直是比亞迪追求的目標。他說：“汽車行業曾經充斥著各種花裏胡哨的流量，但實際上汽車是涉及到安全的交通工具，是一個產品。少一些套路、少一些花巧，回到本源，做好技術和產品，才能獲得中高端消費者認可。在高端化車型上量後，公司毛利問題、單車利潤問題也都會迎刃而解。目前，比亞迪在海外已經樹立起高端的品牌形象。”

有投資者表示比亞迪當前股價被低估，並提問公司市值管理舉措，對此王傳福表示：“我們的潛力大家都很認同，但是現在我們的股價還沒能反映。我代表管理層理解並感謝大家的支持。”“不少股東對公司市值管理提出了很好的建議，希望通過我們後續管理，讓公司股價、產品、業績，能夠更好回報股東。”

王傳福說，相信業績會越來越好，希望股東保持耐心。公司將持續用技術創新來推動未來進一步的增長，把握各個節點，科學前瞻佈局，來實現公司更好更快速地發展，“一定會實現股東更好的回報”。