车型概览

Audi S3 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 S3 目前可围绕 2025 Sedan quattro、2025 Sportback quattro 来比较。

购车价格指南

评估 Audi S3 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 Sedan quattro、2025 Sportback quattro 放在同一张清单里比较。日常通勤买家优先看舒适与安全，常跑高速的买家则更应重视动力、辅助驾驶和座舱便利。

核心参数汇总

看 Audi S3 的核心规格，最重要是把数字翻译成生活里的感受。

Audi S3 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 S3 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 S3 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 S3 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 S3 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 A7 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保险、路税、轮胎和日常能源成本。

版本方面，Audi A7 目前可围绕 2025 Sportback quattro 来比较。

购车价格指南

评估 Audi A7 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 quattro 放在同一张清单里比较。日常通勤买家优先看舒适与安全，常跑高速的买家则更应重视动力、辅助驾驶和座舱便利。

核心参数汇总

看 Audi A7 的核心规格，最重要是把数字翻译成生活里的感受。

Audi A7 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 A7 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 A7 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？适合把保险、路税、轮胎和日常能源成本放在首位的买家。 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 A7 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 A7 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 Q8 Sportback e-tron 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预算、贷款压力和同级价值。

价格落在 RM 381,135 - 476,285，买家可以先用它判断预算压力和同级定位。

购车价格指南

Audi Q8 Sportback e-tron 的购车预算可以先从 RM 381,135 - 476,285 开始衡量。这个数字真正影响的是月供、保险和现金流，而不只是展厅里的标价。

如果你在几个版本之间犹豫，可以把 2025 55 quattro S line（RM 476,285）、2025 50 quattro Advanced（RM 381,135） 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 Q8 Sportback e-tron 的核心规格，最重要是把数字翻译成生活里的感受。

114 kWh的电池容量，重点是能不能支撑一周通勤和周末出门。 24.1 kWh/100km的耗电表现，会影响你多久需要补一次电。 300 kW、664 N·m的输出，让高速并线和短距离超车更有底气。 车长 4915 mm、车宽 1937 mm、车高 1619 mm、轴距 2928 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 Q8 Sportback e-tron 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：预算位置清楚，方便和同级车直接比较、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。

需要留意的是，需要先确认家里、公司或常去商场的充电条件、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 Q8 Sportback e-tron 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？适合把预算、贷款压力和同级价值放在首位的买家。 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？只要充电条件稳定，电动车的通勤体验通常更安静，也更容易控制日常能源成本。

竞品对比内容

把 Audi Q8 Sportback e-tron 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：先用 RM 381,135 - 476,285 锁定预算圈、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 Q8 Sportback e-tron 的关键，是先把充电安排想清楚。家充、公司充电或商场快充只要其中一项稳定，日常体验就会轻松很多。

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。

作者 ｜ Janson

编辑 ｜ 志豪

三年融资30亿，又一矿山无人驾驶企业将登陆港交所。

车东西6月25日消息，日前，易控智驾科技股份有限公司（以下简称“易控智驾”）在港交所更新聆讯后资料集，意味着这家矿区无人驾驶解决方案公司已经通过港交所聆讯，距离登陆港股更进一步了。

▲易控智驾聆讯后资料集

易控智驾成立于2018年，专注于采矿业矿区无人驾驶解决方案的商业部署，核心业务包括封闭环境无人驾驶矿卡产品及解决方案“著山”，以及矿区数字化解决方案“暮野”。

截至2025年12月31日，易控智驾已部署2580辆活跃无人驾驶矿卡。在其解决方案运行的单个矿区中，无人驾驶矿卡车队规模已经超过500辆，为全球部署在单个矿区的最大无人驾驶矿卡车队。

▲易控智驾主要业务

从财务数据来看，易控智驾2025年实现收入14.35亿元，同比增长45.5%，较2023年的2.71亿元增长约4.3倍。

不过，易控智驾近三年仍处于亏损状态，2023年、2024年及2025年，其净亏损分别为3.34亿元、3.90亿元及5.16亿元，三年累计亏损约12.39亿元。同期经调整净亏损分别为2.84亿元、3.03亿元及4.84亿元。

▲易控智驾财务要点一览

整体来看，易控智驾已经从矿区无人驾驶早期验证阶段，进入百台级乃至数百台级规模化部署阶段。

但在快速扩张之外，如何持续改善现金流、提升毛利率并走向盈利，仍是其上市后需要回答的核心问题。

一、2025年营收14.35亿元 毛利率提升至10.1%

聆讯后资料集显示，2023年、2024年及2025年，易控智驾收入分别为2.71亿元、9.86亿元及14.35亿元。

其中，2024年易控智驾收入同比增长264.0%，2025年进一步同比增长45.5%，收入规模继续扩大。

▲易控智驾主要财务信息

从收入结构来看，封闭环境无人驾驶矿卡产品及解决方案是易控智驾的绝对主力业务。

2025年，易控智驾封闭环境无人驾驶矿卡产品及解决方案收入为14.28亿元，占总收入比例达到99.5%。其中，客户提供车队模式收入为8.15亿元，占比56.8%；公司提供车队模式收入为6.13亿元，占比42.7%。

▲易控智驾收入构成

从商业模式变化来看，易控智驾正在从资本投入更重的公司提供车队模式，转向更轻资产的客户提供车队模式。

在客户提供车队模式下，客户购买或租赁矿卡，易控智驾主要提供无人驾驶技术、软件支持及相关服务；在公司提供车队模式下，易控智驾则需要提供车辆及全生命周期服务，承担更多车辆管理、维护及维修责任。

这一变化也带来了毛利率改善。

2023年，易控智驾录得毛损5046万元，毛损率为18.6%；2024年实现毛利7471万元，毛利率转正至7.6%；2025年毛利进一步增长至1.45亿元，毛利率提升至10.1%。

▲易控智驾毛利

其中，客户提供车队模式的毛利率明显更高。2025年，该模式毛利率达到16.0%；同期公司提供车队模式毛利率仅为1.5%。

亏损方面，2023年、2024年及2025年，易控智驾净亏损分别为3.34亿元、3.90亿元及5.16亿元；同期经调整净亏损分别为2.84亿元、3.03亿元及4.84亿元。同期经调整净亏损分别为2.84亿元、3.03亿元及4.84亿元。

现金流方面，易控智驾2025年经营活动现金净流出3.94亿元，较2024年的净流出7.13亿元有所收窄，但尚未实现经营现金流转正。

研发投入方面，2023年、2024年及2025年，易控智驾研发开支分别为1.77亿元、2.08亿元和2.71亿元；由于收入增长，研发开支占收入比例由2023年的65.4%下降至2025年的18.8%。

二、活跃无人矿卡2580辆 单矿部署超500辆

从商业化进展来看，易控智驾已经进入矿区无人驾驶规模化部署阶段。

截至2025年12月31日，易控智驾已部署2580辆活跃无人驾驶矿卡。

▲易控智驾无人驾驶矿卡情况一览

在大型露天煤矿渗透方面，截至2025年底，易控智驾的解决方案已部署在中国年核定产能超过1000万吨的41个露天煤矿中的19个，以及按年核定产能计算12个最大露天煤矿中的7个。

按2025年收入计算，易控智驾在中国商用车智能驾驶解决方案市场中排名第一，市场份额约10.2%。

▲易控智驾行业排名（按收入计）

在中国矿区无人驾驶解决方案市场中，按收入计算市场份额约37.6%，按活跃无人驾驶矿卡数量计算市场份额达到55.5%，同样排名第一。

▲易控智驾行业排名（按车辆计）

更值得关注的是，矿区无人驾驶正在从单车、小车队试点，进入单矿百台级甚至数百台级部署阶段。

截至2025年12月31日，全国范围内共有11个单矿超百辆无人驾驶矿卡的矿区无人驾驶项目，其中9个部署了易控智驾的解决方案。

在易控智驾解决方案运行的单个矿区中，部署的无人驾驶矿卡车队已超过500辆，为全球部署在单个矿区的最大无人驾驶矿卡车队。

客户方面，易控智驾主要服务矿业公司及其承包商。2023年、2024年及2025年，易控智驾分别服务13名、24名及52名客户，且在这三年间所有终端客户集团均保持100%的留存率。

其客户及合作方包括国家能源集团、紫金矿业、首钢集团、宝武集团等大型矿业及工业集团。

不过，易控智驾的客户集中度仍然较高。

▲易控智驾五大客户构成

2023年、2024年及2025年，易控智驾来自五大客户的收入分别为2.56亿元、8.25亿元及9.50亿元，占总收入比例分别为94.4%、83.7%及66.3%。同期，最大客户收入占比分别为41.7%、54.5%及35.7%。

可以看到，虽然易控智驾客户集中度正在下降，但其收入仍较大程度依赖头部矿业客户和大型项目。

三、“著山+暮野”两大产品线 支持70多款车型适配

从业务结构来看，易控智驾主要有两套核心解决方案：封闭环境无人驾驶矿卡产品及解决方案“著山”，以及矿区数字化解决方案“暮野”。

▲易控智驾两大解决方案

其中，“著山”是易控智驾当前最核心的业务，主要面向大型露天矿场，为矿卡提供无人驾驶系统、远程驾驶辅助、无人驾驶调度、远程技术支持、持续软件更新等能力。

▲易控智驾“著山”解决方案

按照车队资产归属和服务内容不同，“著山”又分为客户提供车队模式和公司提供车队模式。

客户提供车队模式下，易控智驾主要提供软硬件产品及技术服务；公司提供车队模式下，易控智驾还需要提供无人驾驶矿卡，并负责车辆日常维护、维修等全生命周期服务。

“暮野”则是矿区数字化解决方案，主要通过数据分析、物联网整合和实时监控技术，提升矿区生产运营效率，覆盖智能车队管理、预测性维护等环节。

技术方面，易控智驾强调自主全栈研发能力，其系统可支持70多款车型适配，并能够在三天内完成新矿场部署。

截至2025年，易控智驾研发团队超过400人，累计拥有242项中国专利及43项PCT申请。

招股书还提到，易控智驾已经参与制定17项国家及行业标准，并牵头露天矿山无人驾驶标准化工作组。

四、3年完成超30亿元融资 宁德时代、紫金矿业等为股东

融资方面，聆讯后资料集显示，易控智驾在上市前已经完成多轮融资，投资方包括闽西兴杭、上海辰韬、紫金矿业、斯道资本、蔚来资本、熙禾投资、无锡星奇、郑州高新基金、溥泉基金、宁德时代、兖矿资本、同力股份、德赛西威、高成资本及弘毅投资等。

融资现金流方面，2023年、2024年及2025年，易控智驾融资活动所得现金净额分别为人民币5.79亿元、11.65亿元及13.23亿元，三年合计实现融资活动现金净流入约30.66亿元。

▲易控智驾部分上市前股权占比

股权结构方面，上市前，蓝水生、张磊、刘冬梅、嘉兴志韬、宁波御英及宁波众英共同构成一组控股股东，合计持有易控智驾42.75%权益。

其中，蓝水生为易控智驾联席董事长、执行董事、总经理兼首席执行官；张磊为董事长、执行董事。

蓝水生曾多次创业，专注于矿区无人驾驶技术的商业化应用，并参与易控智驾发展的多个阶段。

▲易控智驾董事长兼联合创始人张磊

董事长兼联合创始人张磊拥有超过十年的无人驾驶车辆研发经验，长期从事矿区无人驾驶及商用车平台相关工作。

▲易控智驾上市前股权分布

从股权架构来看，由于发行完成后易控智驾股本结构将发生变化，蓝水生、张磊等控股股东的持股比例或将相应被摊薄。

信息显示，易控智驾计划将上市募集资金用于软件研发、硬件研发、信息技术开发、海外业务扩张、人才发展、战略投资以及营运资金等用途。

此外，海外市场也是易控智驾未来重点方向之一。

易控智驾已于2023年成立澳大利亚及新加坡子公司，并与Thiess、MACA等海外矿业服务商建立合作，未来计划拓展澳大利亚、加拿大、智利、蒙古、中东及非洲等矿区市场。

结语：矿区无人驾驶进入规模化竞争

从行业背景来看，矿区无人驾驶已经成为无人驾驶技术商业化落地较快的场景之一。

露天矿区具备路线相对固定、作业环境封闭、运输强度高、安全风险高等特点，也让无人驾驶矿卡具备较明确的商业价值。

弗若斯特沙利文资料显示，中国矿区无人驾驶解决方案市场正在进入快速规模化阶段，无人驾驶矿卡渗透率预计将从2025年的约12%提升至2030年的50%以上。

对易控智驾来说，通过港交所聆讯意味着其进入新的资本化阶段。

一方面，易控智驾已经拿下行业领先的部署规模，并在单矿超百台、超500台项目中验证了规模化落地能力。

另一方面，易控智驾仍面临持续亏损、经营现金流尚未转正、客户集中度较高等挑战。

接下来，易控智驾能否在扩大部署规模的同时，持续提升轻资产模式收入占比、改善毛利率和现金流，将成为外界关注的重点。

Pada 11 Jun, selepas pelancaran rasmi Onvo L60 Baharu, seluruh industri automobil segera menumpukan perhatian kepada model SUV teknologi flagship sederhana dengan harga mula-mula 202,800 Yuan ini. Seterusnya pada 12 Jun di Hefei, pada mesyuarat media, pengasas NIO Li Bin dan Timbalan Presidat Tinggi NIO Shen Fei mengadakan perbincangan mendalam.

Pada masa ini, kos petunjuk jualan industri automobil meningkat, kos petunjuk efektif tunggal malah mencecah 300 hingga 500 Yuan, kecekapan penukaran menjadi garis kematian bagi syarikat automotif. Dalam latar belakang industri sedemikian, bagaimana jenama baharu menembusi situasi? NIO, Onvo dan Firefly yang akan dihantar, bagaimana mereka menyokong matriks jenama keseluruhan kumpulan? Melalui temubual berinformasi tinggi ini, kita boleh melihat asas teknologi dan strategi perniagaan yang tersembunyi di sebalik Onvo L60 Baharu. 

Persaingan automotif baru kini telah beralih dari 'perbandingan parameter tiga sistem elektrik' awal dan 'permainan menimbun bahan' mudah, memasuki kawasan air dalam yang sangat menguji keupayaan kejuruteraan sistemik syarikat automotif. Menghadapi kesakitan umum berat sendiri kenderaan baru yang berlebihan, pengurangan berat bukan sekadar slogan alam sekitar, tetapi batu uji maha kemampuan penyelidikan dan pembangunan komprehensif syarikat automotif. Li Bin mengakui dalam perbincangan, pengurangan berat boleh memberikan faedah pengguna secara nyata, termasuk meningkatkan pengendalian keseluruhan, keselamatan, ketahanan struktur dan jangka hayat panjang, ini juga sebab teras Onvo dan NIO berpegang pada pengurangan berat.

Namun, realisasi pengurangan berat bukanlah perkara mudah, ia pertama-tama menguji keberanian pilihan syarikat dalam had kos. Jika mengejar jangka hayat jauh, bateri Lithium Iron Phosphate kapasiti besar jelas jalan pintas menjimatkan kos, tetapi Onvo menunjukkan ketekunan besar dalam pilihan bateri. Untuk mencapai 740 km jangka hayat pada versi jangka hayat jauh 85 kWh tanpa menambah berat secara besar-besaran, Onvo dengan tegas memilih bateri Lithium Tiga Elemen dengan ketumpatan tenaga lebih tinggi dan berat lebih ringan. Keputusan ini menjadikan bateri Lithium Tiga Elemen 85 kWh 100 kg lebih ringan berbanding bateri Lithium Iron Phosphate kapasiti sama, tetapi kosnya adalah syarikat mesti menanggung kos tambahan besar. Pilihan ini bukan curang, tetapi nilai sebelum pengguna berdasarkan pengalaman. Kesukaran lebih dalam terletak pada koordinasi teknologi dan kejuruteraan.

Li Bin menunjuk, pengurangan berat bukan hanya melibatkan penggantian fus tradisional dengan fus pintar, tetapi memerlukan sokongan struktur voltan tinggi dan rendah keseluruhan kenderaan, ini adalah kejuruteraan sistemik dengan halangan teknikal tinggi. Nisbah pengurangan berat White Body Onvo L60 Baharu mencecah 2.22 yang mengejutkan, ini bukan sahaya berfaedah kepada faedah positif struktur voltan tinggi 900V, tetapi bergantung pada keupayaan kejuruteraan halus di bawah asas struktur keselamatan, mengelakkan 'bahan peralihan' tanpa faedah keselamatan. Dalam pandangan media, cara membina struktur asas tanpa mengira kos ini, sedang membina parit perlindungan tersembunyi yang sukar ditiru dalam jangka pendek untuk Onvo.

Kegigihan asas asas ini, juga mendalam tercermin dalam susun atur kecerdasan Onvo L60. Pada pelancaran, video pandu pintar Onvo L60 melintasi gua sempit mencetuskan perhatian domestik dan antarabangsa yang meluas, malah ada netizen luar negara membandingkannya dengan FSD Tesla. Menghadapi persaingan laluan pandu pintar, Li Bin memberikan pembedahan teknikal yang sangat sedar. Dia mendedahkan, asas pandu pintar Onvo L60 Baharu pada asalnya sudah sejajar dengan NIO ES9, menggunakan NIO World Model versi terkini.

Dalam persekitaran gua yang sangat gelap boleh menunjukkan keupayaan pemprosesan imej yang kuat dan rasa aman, sokongan utama datang daripada cip Shenji NX9031 yang dibangunkan sepenuhnya oleh NIO dan pelaburan keupayaan pengiraan yang besar. Banyak jenama dalam industri memilih untuk meminta syarikat luar membuat definisi cip pandu pintar, tetapi NIO telah mengumpul pasukan Shenji lebih 600 orang, dari depan ke belakang menyiapkan keupayaan reka bentuk lengkap. Kelebihan langsung yang dibawa oleh pembuatan sepenuhnya ini adalah multidimensi: bukan sahaya jalur lebar memori mencecah dua kali jenama saingan, meningkatkan kelajuan operasi model dengan ketara, dan keupayaan pemprosesan isyarat multimoda yang kuat (ISP) dalam persekitaran cahaya sangat gelap atau sangat terang masih boleh mengekalkan ketelusan dan kecairan yang sangat tinggi. Selain itu, keupayaan peralihan haba antara cip tahap milisaat membuat persediaan keupayaan mencukupi untuk automotif autonomi tahap L3, L4 pada masa depan. Untuk sokongan penutup data model dunia dan pembelajaran penegasan, pelaburan NIO pada keupayaan pandu pintar berbanding tahun lalu meningkat beberapa kali lipat, dan pada separuh tahun ini akan terus menambah pelaburan keupayaan pengoperasian.

Seperti apa yang dibayangkan oleh Li Bin, jika sasaran jangka pendek adalah membina bangunan 10 tingkat, segera boleh ditinggali, tetapi untuk membina bangunan tinggi 100 tingkat pada masa depan, mesti menghabiskan masa lama untuk membina asas kukuh yang menyokong 150 tingkat. Onvo dengan harga sedikit melebihi 200,000 Yuan, terus menurunkan keupayaan cip, sistem operasi dan penutup data yang dikumpulkan NIO selama bertahun-tahun, 'serangan dimensi rendah' ini pasti akan merebut keupayaan pengguna yang besar pada tempoh penting populariti pandu pintar.

Di luar kecerdasan, sengketa laluan sistem pengisian adalah fokus besar lain industri automotif baru. Dengan pelancaran ketat teknologi cas kilat dalam industri, orang luar menganggap ini akan memberi kesan pada mod tukar bateri yang dibanggakan NIO. Namun, Li Bin dan Shen Fei dalam perbincangan memecahkan pemikiran pertentangan ini. Li Bin jelas menyatakan, cas super, cas kilat dan tukar bateri tidak pernah bertentangan, NIO sangat melihat dengan senang hati pelaburan industri pada infrastruktur, tetapi nilai strategik multidimensi yang dimiliki oleh tukar bateri adalah cas pantas biasa tidak boleh ganti. Dari hujung pengalaman pengguna, teknologi cas pantas mencapai kadar tertentu selepas itu, faedah marginal akan menurun ketara, kemudahan tukar bateri tanpa perlu turun kenderaan sepanjang masa tetap menjadi standard industri. Logik perniagaan yang lebih teras ialah 'pemisahan kenderaan dan bateri'. Memisahkan jangka hayat kenderaan dan bateri, melalui strategi pengisian pintar dalam stesen tukar bateri untuk mengoperasikan setiap bateri untuk memanjangkan hayat, boleh meningkatkan jangka hayat bateri sekurang-kurangnya lebih 1.5 tahun, ini dari asas menghilangkan kekeliruan mendalam pengguna membeli model elektrik tulen mengenai penuaan bateri jangka panjang.

Shen Fei juga mengesahkan, kini kadar penembusan skema penerokaan bateri Onvo sudah mencecah lebih 90%, ini cukup menunjukkan pengguna membuat pilihan sangat rasional apabila menghadapi kos membeli kenderaan yang nyata. Selain itu, dari sudut strategi tenaga makro, stesen tukar bateri 3,900+ yang dibina NIO sama seperti fasilitas penyimpanan tenaga taburan semula dengan kapasiti 7GWh yang tinggi. Di hari ini kadar bahagian penjanaan tenaga baharu terus meningkat, stesen tukar bateri ini sudah mula menyertai tindak balas grid dan penyeimbangan beban, menunjukkan kecekapan kegunaan tenaga yang sangat tinggi. NIO tidak sahaja dalam negara memajukan piawaian tukar bateri, malah sudah menyertai penentuan piawaian kebangsaan tukar bateri kenderaan penumpang di negara seperti Singapura. Berdiri dari sudut media, rangkaian tukar bateri dari awal NIO 'label servis' telah berevolusi sepenuhnya menjadi 'halangan tenaga' aset berat. Dengan lebih banyak rakan kongsi dan syarikat gergasi seperti CATL menyertai, Onvo sejurus keluaq telah memiliki rangkaian pengisian kuasa elektrik tulen paling matang di China, kelebihan sistemik menang di garis permulaan ini, adalah sukar bagi mana-mana penyerta baru menjangkainya.

Semua simpanan teknologi dan pelaburan asas, akhirnya mesti menerima ujian paling langsung dalam pertempuran pasaran yang kejam. Pasaran automotif China semasa sudah tidak boleh diputar masuk era stok terhad. Li Bin mengulas data pasaran terkini menunjukkan, jualan automotif minyak turun 40% lebih, bermakna nisbah pembelian baharu sebenar keseluruhan pasaran sedang mengurang dengan teruk, pembelian tambah, pembelian semula dan pembelian pertukaran menjadi aliran utama mutlak. Dalam keadaan besar persekitaran ini, logik keputusan pembelian pengguna sedang mengalami perubahan kualitatif. Lalu kerana infrastruktur tidak sempurna, pengguna semasa pertukaran biasanya akan bimbang pada laluan range extender atau PHEV; sementara hari ini, dengan penyempurnaan rangkaian pengisian dan keunggulan pengalaman teknologi elektrik tulen yang menonjol, pengguna automotif minyak semasa pertukaran lebih cenderung terus memilih automotif pintar elektrik tulen. Profil pengguna jenama Onvo menyokong trend ini dengan tepat. Shen Fei mendedahkan data semasa kongsi, kumpulan pengguna Onvo kini ada 35% berasal daripada penukaran BBA dan jenama mewah tradisional, lain 30% berasal daripada pemilik automotif minyak kerjasama, lain 10% termasuk NIO komuniti pembelian tambah/repeat dan jenama kenderaan baharu rakan kongsi penukaran. Ini bermakna 85% jualan berasal daripada pengumpulan kuat pasaran stok. Satu suku tahun purata harga jualan Onvo mencecah 240,000 Yuan, malah lebih tinggi daripada sebahagian jenama mewah tradisional, sepenuhnya meletakkan kedudukan 'jenama kualiti tinggi untuk keluarga'.

Apabila menghadapi pasaran SUV kelas 200,000 yang sangat kompetitif, Onvo L60 Baharu akan terus berhadapan dengan penguasa bidang ini Tesla Model Y berhadapan keras. Menghadapi pujaan jenama Tesla sebahagian pengguna, Shen Fei dan Li Bin menunjukkan keyakinan produk yang kuat. Dari dimensi keupayaan produk, Onvo L60 Baharu dalam saiz serupa dengan Model Y, memberikan keselesaan dan pengalaman teknologi yang melampaui. Pada harga sedikit melebihi 200,000 Yuan, L60 bukan sahaja menyediakan peti sejuk, TV besar, sofa besar dan sebahagian konfigurasi keselesaan, malah di tempat duduk belakang boleh muat 52 liter peti sejuk beku, sempurna menyelesaikan kesakitan pengguna keluarga pada perlindungan matahari, penyimpanan, hiburan dan keselesaan duduk.

Yang lebih mematikan adalah strategi penetapan harga, pembelian keseluruhan lebih murah 60,000 hingga 70,000 Yuan berbanding Model Y, jika menggunakan mod penerokaan bateri, ambang pembelian terus menurun dengan ketara. Berbanding kos pindahan tinggi FSD Tesla di dalam negara 64,000 Yuan, Onvo dalam menyediakan pengalaman pandu pintar yang setara atau malah lebih baik dalam skenario tertentu, kepada pengguna menjimatkan lebih 100,000 Yuan wang sebenar. 'Peralatan mewah ditambah ruang besar, ditambah lebih pintar, boleh tukar bateri', ini adalah ringkasan Li Bin terhadap daya saing teras Onvo L60.

Melalui perbincangan mendalam ini, kita tidak sukar melihat, NIO Kumpulan sedang melalui '3:6:1' matriks jenama, menyelesaikan potongan kasar dan serangan dimensi rendah terhadap pasaran sasaran lapisan berbeza. Jenama NIO terus meneguh pasaran tinggi, dengan pengalaman teknologi semua skenario dan resonansi emosi unik melayani orang bernilai tinggi; Firefly jenama akan keluar pada masa depan dalam pasaran kereta kecil belasan ribu, fokus pada produk tinggi dan keselamatan mutlak; manakala di pusat perut teras Onvo, menanggung tugas menjadikan teknologi asas kumpulan keupayaan jualan secara besar-besaran, memberikan teknologi flagship kualiti tinggi untuk keluarga arus perdana paling luas. Li Bin secara jujur mengakui, membina jenama baharu lebih sukar daripada yang disangka, kini kebolehkenalan jenama Onvo mungkin hanya setara dengan NIO 6 tahun lalu, mahu mendapat resonansi pada zaman ini di mana perhatian sangat kekurangan bukanlah perkara mudah. Tetapi dalam pandangan media industri, Onvo bukan 'daripada kosong bermula' kekuatan baharu. Berlandaskan keupayaan sistemik NIO 10 tahun mengasah pedang, Onvo L60 Baharu lebih seperti NIO Kumpulan selepas kejuruteraan air dalam jangka panjang, mencetuskan perang dimensi tinggi ke pasaran merah arus perdana.

Dalam maraton panjang industri automotif, menggunakan kitaran 10 tahun untuk menilai pandangan strategik sebuah syarikat, jauh lebih tepat dan kejam daripada menggunakan nombor jualan satu suku tahun. Pelancaran Onvo L60 Baharu, menandakan NIO secara rasmi membuka pemulihan penuh asas pasaran automotif minyak stok terhad, ini pasti menjadi contoh perniagaan yang sangat bernilai pemerhatian dalam sejarah pembangunan kenderaan elektrik pintar China tahun ini.

Pasaran kenderaan di China tahun 2026 sedang mengalami satu "dua alam" yang belum pernah berlaku sebelum ini. Data dari Persatuan Jualan Kenderaan menunjukkan, kemasukan retail kenderaan penumpang di dalam negara terkumpul sebanyak 7.099 juta unit pada Januari-Mei, turun 19.5% tahun ke tahun. Kenderaan bahan api khususnya menghadapi letupan salji, pada Mei jualan retail kenderaan bahan api jatuh mendadak sebanyak 39% tahun ke tahun, di mana merek tempatan turun 39%, dan merek gabungan utama turun 41%. Namun di sebalik bunyi "jatuh" ini, jualan terkumpul kenderaan baharu Kumpulan BYD pada Januari-Mei telah melepasi 1.405 juta unit, duduk teguh di tempat teratas bagi merek kenderaan China dan jualan kenderaan baharu.

Apabila pasaran umum jatuh dan saingan berlumba ketat, mengapa BYD yang memimpin angin? Mengupas lapisan angka jualan, yang benar-benar perlu diperhatikan adalah tiga perubahan berstruktur.

Logik Menentang Arah dalam Penurunan Pasaran: Jualan Turun Tahun ke Tahun ≠ Daya Saing Turun

Sekali lihat satu set data yang mudah salah tafsir. Jumlah jualan BYD Januari-Mei sebanyak 1.405 juta unit, turun 20.32% tahun ke tahun. Jika melihat angka ini sahaja, ada orang akan得出结论 "BYD sudah tidak boleh". Namun jika diteliti dalam konteks industri, kesimpulan itu berbeza sepenuhnya.

Pertama, kesan asas. Jualan pada tempoh yang sama tahun 2025 dibina di atas manfaat dasar pembebasan cukai pembelian kenderaan baharu sepenuhnya, manakala sejak Januari 2026, cukai pembelian telah berubah dari pembebasan penuh kepada pengurangan separuh. Kelembapan permintaan akibat dasar surut ini adalah bersifat industri, bukan satu-satunya BYD.

Kedua, pembalikan trend. Pada bulan Mei, jualan BYD sebanyak 383,500 unit, tumbuh 0.3% tahun ke tahun, tumbuh 19.4% berbanding bulan sebelumnya. Ini adalah pertumbuhan tahun ke tahun jualan bulanan untuk pertama kali sejak 2026, menamatkan penurunan berturut-turut selama 8 bulan sebelumnya. Dalam latar belakang industri yang keseluruhan masih turun dalam, BYD telah pertama kali brek, isyarat titik belok jelas.

Ketiga, pengembangan perkongsian. Januari-Mei, BYD di peringkat jualan kenderaan kumpulan menduduki tempat kedua (1.405 juta unit), sahan pasaran 11.5%; dalam peringkat pengeluar kenderaan baharu, dengan jualan terkumpul 766,000 unit menduduki tempat pertama, sahan pasaran setinggi 20.7%. Kek mengecil, namun bahagian yang BYD ambil semakin besar.

Beralih Enjin Pertumbuhan: Luar Negara Sudah Kutub Pertumbuhan Kedua

Jika jualan domestik adalah asas BYD, maka pasaran luar negara sedang menjadi enjin tambahan sebenar.

Mei ini, jualan luar negara BYD pertama kali pecah 160,000 unit, mencecah 160,600 unit, tumbuh 80.4% tahun ke tahun, cipta rekod tertinggi. Jan-Mei jualan terkumpul luar negara 616,900 unit, tumbuh 64.9%. Yang lebih bernilai diperhatikan adalah perubahan struktur, peratusan jualan luar negara Mei ini sudah mencecah 41.9%.

Inilah bermakna apa? Hampir setengah jualan BYD berasal dari pasaran luar negara. Sementara jualan domestik turun 24.1% tahun ke tahun, luar negara mengisi celah dengan kadar pertumbuhan lebih 80%. BYD sedang berubah dari "pengeluar EV China" menjadi "pengeluar EV global", perubahan ini jauh lebih penting daripada naik turun jualan bulanan.

Dari segi model, Seagull, Song PLUS, Siri Yuan terus laris di luar negara, SHARK Pickap terus pecah 4,000 unit selama 2 bulan berturut-turut. Dari segi kapasiti pengeluaran, BYD telah diatur kilang luar negara di banyak tempat seperti Thailand, Uzbekistan, Brazil, Hungary. Dari segi strategi, BYD jangka eksport sepanjang tahun 1.7 juta unit, tambah lagi 62% tahun ke tahun. Pertumbuhan tinggi perniagaan luar negara bukan sahaja melindungi tekanan turun pasaran domestik, malah dengan ASP setiap kereta dan tahap keuntungan yang lebih tinggi memperbaiki struktur keuntungan keseluruhan.

"Parit Ganda" Teknologi dan Saiz: Halangan yang Orang Lain Tak Bisa Tiru

Jualan hanya hasil, yang benar-benya menyokong BYD terus teratas adalah parit ganda bina oleh teknologi dan saiz.

Dari segi teknologi, Pengisian Pantas sedang mentakrif semula pengalaman EV. Mac 2026, BYD melancarkan Bateri Bilah Generasi Kedua dan teknologi pengisian pantas, pada suhu biasa 10% ke 70% hanya perlu 5 minit, 10% ke 97% hanya perlu 9 minit; walaupun dalam keadaan sejuk melampau -30℃, dari 20% ke 97% hanya 3 minit lebih daripada suhu biasa. Ini bukan tumpukan parameter, sebaliknya serangan sistematik terhadap dua masalah global elektrifikasi ini "cas perlahan" dan "sukar cas suhu rendah". Sehingga Mei, BYD telah atur 6,682 stesen pengisian pantas di 321 bandar negara, pelan hujung tahun capai 20,000 stesen. Model yang pasang teknologi pengisian pantas seperti Yuan PLUS Generasi Ketiga, Fang Cheng Bao 5/8 Pengisian Pantas, Denza N9 Pengisian Pantas telah pelancaran berdekatan.

Dari segi kecerdasan, kitaran data 3.15 juta kenderaan sedang berputar cepat. Sehingga 28 Mei, jumlah kenderaan panduan bantu BYD melebihi 3.15 juta unit, "Mata Dewa" setiap hari menjana data lebih 200 juta kilometer. Semakin banyak data, algoritma kitar semak lebih cepat; algoritma lebih baik, pengalaman pengguna semakin baik. Ini adalah kesan "kitaran data" tipikal. BYD pertama kali janji perlindungan keselamatan memimpin bandar setahun, dan mengumumkan semua model boleh pasang skim panduan pintar "Mata Dewa B".

Dari segi saiz, operasi pasukan besar "8 model jualan bulanan pecah 20,000". Mei, Jaringan Dinasti Yuan, Song masing-masing buat pencapaian 56,691 unit, 51,370 unit; Siri Lautan Seagull, Dolphin, Seal, Sea Lion, Song PLUS lima model semua pecah 20,000. BYD Song malah dengan 75,825 unit cengkeram tempat pertama jualan semua model Mei. Banyak model serentak pecah jumlah, ujian adalah kestabilan rantaian bekalan, kecekapan pengeluaran dan keupayaan kawalan kos, inilah kelebihan sistematik yang dibawa oleh saiz 1.4 juta unit.

Penutup:

Pasaran kenderaan China tahun 2026, logik persaingan sudah berubah sepenuhnya. Efek sempadan perang harga sedang berkurang, perang teknologi dan perang pengalaman baru bermula. Dalam pasaran keseluruhan merosot dan manfaat dasar surut, BYD dengan 1.405 juta jualan terkumpul membuktikan satu prinsip asas: yang benar-benya menentukan samada syarikat boleh terus tumbuh adalah teknologi, saiz dan keupayaan globalisasi.

Jualan domestik sedang asas bina pulih, pasaran luar negara terus maju, teknologi pengisian pantas dan strategi kecerdasan pemanduan dua roda. Kekekal BYD bukan daripada kelebihan satu dimensi, melainkan daripada halangan sistematik bina pelbagai dimensi. Bagi keseluruhan industri, kes BYD juga menyediakan satu isyarat jelas: separuh pertama pertandingan EV bertanding siapa naik dulu, separuh kedua bertanding siapa lari jauh.

"Going Global", some automakers view it as a lifeline for sales transfer; if they cannot compete domestically, they sell cars overseas; others practice it seriously, ensuring both domestic vitality and overseas competitiveness.

For this, strategic rotations regarding the overseas market have happened one after another. In one year, Changan, SAIC, GAC, and Great Wall have all "made moves" on their overseas leaders.

In the second half of 2025, Changan Motors completed multiple organizational structure adjustments targeting the overseas market.

First, Ye Pei was promoted to Executive Vice President of Changan Motors, succeeding Wang Hui who previously oversaw overseas business, becoming the main lead for Changan Motors' globalization strategy.

Subsequently, former Executive Vice President of Changan Mazda Deng Zhitao was transferred to the head of the Southeast Asia Business Unit, reporting directly to Executive Vice President Ye Pei. Additionally, Executive Vice President Peng Tao is responsible for Central/South America and Middle East/Africa markets.

Previously, Changan had promoted Wang Hui from General Manager of the Overseas Development Department to Chairman of Avatr Technology. The location selection and construction of his Thailand Rayong factory were key layouts for Changan's overseas expansion.

Unlike other automakers, Changan's overseas expansion can be considered true globalization; not only own-brand vehicles but also joint-venture brands are included in the strategic planning.

From January to May this year, Changan's cumulative overseas sales reached 363,648 vehicles, accounting for 39.66% of the group's total. This shows that overseas business has become an indispensable part of Changan. With multiple Executive Vice Presidents taking command, its importance is naturally exceptional.

Public data shows that as the head of SAIC International, Yu De played an irreplaceable role during SAIC's critical "going global" period. Starting from 2025, the position of General Manager of SAIC International has been taken over by Cui Weiguo.

Cui Weiguo is a veteran of SAIC. During his tenure at SAIC GM, he participated throughout the introduction of the Buick GL8 from the first generation to subsequent multiple updates, being an important hero for the continued best-selling of this ace model.

In 2014, Cui Weiguo was promoted to Deputy General Manager of SAIC Passenger Vehicle Company, and subsequently fed the successful experience accumulated from joint-venture brands into the product development of the own-brand segment.

In early 2025, SAIC Motor Group launched a major organizational structure reform named "Major Passenger Vehicle Segment", integrating Roewe, MG, Rising, SAIC International, Research & Development Headquarters, LingShu Technology, and Overseas Mobility segments, and implementing collective decision-making for major matters of the own-brand segment.

In this round of deep adjustment, Cui Weiguo was appointed as Executive Director of the Overseas Marketing Department of the Major Passenger Vehicle Segment, comprehensively coordinating the overseas business of own-brand vehicles such as Roewe, MG, and Rising. At the same time, he officially took over SAIC International. Business information shows that in August 2025, Cui Weiguo was added as a director of SAIC International.

After a wave of strategic changes, handing over the heavy burden of overseas business to him, it is clear that Cui Weiguo is one of the most valued veterans of SAIC.

It is worth noting that around the time SAIC released "Overseas Strategy 3.0 — Glocal Strategy" in high profile, the overseas market environment also changed drastically. In 2026, SAIC's overseas business showed strong growth resilience. From January to May 2026, SAIC's cumulative vehicle exports reached 543,000 vehicles, ranking third among domestic automakers, with year-on-year growth exceeding 60%, and market share of approximately 13.4%.

GAC's overseas personnel changes were the most radical.

In November 2025, Chen Jiacai officially joined GAC, becoming Deputy General Manager of GAC Group, and comprehensively responsible for GAC's overseas business. Shortly after, the official announcement stated, Chen Jiacai was listed in the Group Leadership Team.

It should be known that Chen Jiacai is not a GAC veteran, but a "foreign monk" (outsider). Once he joined, he was responsible for the overseas business which GAC highly valued, it is not an exaggeration to call it "radical".

Under Chen Jiacai's leadership, GAC's export volume reached nearly 100,000 vehicles from January to May this year. Although accounting for less than one-sixth, it skyrocketed by 135% year-on-year. Under Chen Jiacai's management, GAC International's future is immeasurable.

On May 10, China Brand Day, GAC appeared on CCTV Special Report, with Chen Jiacai representing the group to accept an exclusive interview. Why was he able to obtain such honor in just half a year after joining?

This writer's opinion is that Chen Jiacai did not fail the group's expectations, skillfully used and displayed the overseas experience accumulated at Chery, allowing GAC to gradually achieve the transition from "Product Export" to "Systematic Export", from "Scale Overseas Expansion" to "Value Overseas Expansion".

Handing power to an outsider, the move GAC made seems to be right.

With frequent personnel changes, Great Wall finally had thoughts on the overseas segment.

In June 2026, multiple media reported that Shi Qingke, President of Great Wall International, had resigned, with Zhang Genshen, President of Brazil-Mexico Region, as his successor. Although Great Wall's internal response stated "the report is false", from hard actions such as DingTalk architecture change and labor contract re-signing, it is an undisputed fact that the overseas architecture has been largely adjusted.

The core of the adjustment is shifting from "Centralization" to "Decentralization". Previously, "Great Wall International" as an independent tier-one organization had unified allocation power of R&D, Production, Supply, Sales, and Service; after adjustment, decision-making power was recalled to Group President Mu Feng, and overseas functions were decomposed and assigned to corresponding middle platforms of the group respectively.

On the surface, this adjustment is a rebalance of organizational efficiency, but behind it lies deeper logic of the master of the house. Sources point out that this adjustment is related to Chairman Wei Jianjun's perception of the "drawbacks of delegating power" — issues such as cost control, brand premium, and compliance risks have become prominent with the expansion of overseas scale.

Data shows that from January to May this year, Great Wall's overseas sales reached 231,258 vehicles, accounting for 48.60% of the group's total. Basically, the importance of Great Wall's overseas business has reached a level comparable to Chery. At this moment, strategic adjustment may also be reasonable.

Early Chinese automakers' overseas expansion was essentially a foreign trade behavior centered on product export, with overseas heads mainly taking on sales functions. Now, this old path is no longer feasible.

Changan decomposed overseas business by region, SAIC established a global talent rotation system, GAC delegated decision-making chains from Group Headquarters to Brand BU heads, and Great Wall split the overseas "independent kingdom". Focusing on overseas cuts, Chinese automakers are unanimously eyeing another big bounty.

12 Jun, suasana meriah di Pabrik Super Beijing-Zhuzhou. Pelancaran pengeluaran 150,000 unit BJ30 Traveler dan Edisi Highlight berlangsung seperti yang dirancang dengan tema '150,000 Kecintaan, Edisi Highlight Tiba'. Satu pihak, jenama mencapai laluan penting, BJ30 Traveler menjadi model SUV offroad ringan China terlaris 150,000 unit terpantas; pihak lain, model baharu utama tahunan BJ30 Traveler Edisi Highlight dilancarkan secara rasmi, melakukan kenaikan taraf menyeluruh dalam tiga dimensi iaitu penampilan, prestasi dan pengalaman berdasarkan kekuatan produk asal. Sertanya, jenama menawarkan faedah pembelian hebat, semua model menerima subsidi penukaran super 30,000 yuan, harga penukaran bermula 69,900 yuan, harga Edisi Highlight bermula 82,900 yuan. Bersama dengan pelbagai faedah istimewa, ini membolehkan keluarga biasa dengan mudah merangkul kehidupan offroad ringan 'sesuai bandar dan alam'.

Di sebalik jualan 150,000 unit, terdapat 150,000 pengiktirafan pengguna, malah bukti kekuatan Beijing Off-road yang menumpu selama lebih enam puluh tahun. Zhang Guofu, Timbalan Ketua Kumpulan Beijing dan Pengerusi Beijing Off-road, menyatakan bahawa 150,000 unit BJ30 Traveler bukan sahaja terobosan kelajuan pasaran, malah monumen kualiti yang dibina bersama pengguna. Model ini adalah jawapan menonjol teknologi HEV China ke arah global, serta pengisytiharan kuat kekuatan pembuatan China. Sejak dilancarkan, BJ30 Traveler dengan tiga kelebihan utama iaitu 'Ultra Offroad', 'Ultra Ruang', 'Ultra Jimat', telah mematahkan kekangan homogenisasi pasaran SUV offroad ringan, menyeimbangkan skenario offroad luar dan komuter harian, menjadi pilihan utama bagi ribuan keluarga.

'Ultra Offroad' adalah modal untuk menuju ke gunung dan laut. Sebagai model HEV hibrid pertama kategori 'kotak' SUV dalam negara, BJ30 Traveler dilengkapi arkitektur hibrid HEV 6 mod 4 roda 3 enjin terunggul industri, kekuatan konfigurasi perkakasan penuh. Enjin khusus hibrid 41% kecekapan haba, motor pemacu depan belakang dua unit membentuk 3 enjin kuasa, sesuai untuk perjalanan jauh, isi semula serta merta dan pecutan serta merta; sistem 4 roda pintar 30ms tindak balas, 0.5s jatu tork puncak, berserta kunci tengah tenaga, had elektronik 4 roda dan kawalan ATS pintar, mudah menakluki lumpur, pasir, dll, membolehkan offroad ringan bebas teritori.

'Ultra Ruang' membawa ketenangan perjalanan keluarga. Kereta baru dengan paksi roda panjang 2820mm, susun atur 3 baris 7 kerusi, kadar ruang 66% tinggi bawa ruang lebih kelas. Bekas belakang 1496 liter kapasiti besar sangat berguna, belakang kerusi rata boleh jadi 'katil bergerak' 1.92 meter, sesuai untuk pemanduan jauh, perkhemahan luar, angkut harian. Baris ketiga luas spek B, orang dewasa 1.8 meter duduk pun tidak sempit, 38 ruang simpanan halus di seluruh kereta, simpan semua barang, benar-benar selesa semua penumpang, penuh tanpa risau.

'Ultra Jimat' membawa ketenangan berlama-lama. Jimat minyak, jimat masa, jimat risau tiga keistimewaan, hapus kebimbangan pengguna. Bloger kereta dari Afrika Selatan, Indonesia, UAE, Poland, Mexico bersama ujian sebenar, BJ30 Traveler 100km minyak kurang 5 liter, jarak satu tangki 1000km. Sebagai HEV, tiada perlu stesen pengecas, isi minyak terus gerak, jimat puluhan jam setiap tahun. Pemilik pertama dapat jaminan seumur hidup, bateri kuasa tinggi selamat, penjagaan mudah, sparepart ada, kurangkan kos jangka panjang.

Berdasarkan asas produk matang, BJ30 Traveler Edisi Highlight baharu naik taraf lagi, dengan tiga 'Highlight' cipta saingan berbeza, bawa pengalaman perjalanan naik taraf.

Wajah Highlight, gabungan gaya keras dan kualiti潮流. Kereta baru bentuk kotak klasik, garisan keras ditambah 5 gelang bintang lampu unik, mudah dikenali. Kit modifikasi arus perdana elektrik, rim gelang bintang khas, bumper sukan sama warna, suasana sukan penuh; dalam tambah hiasan oren tekstur logam, halus berlapis, serasi pelbagai umur, sehari-hari atau jalan, jadi pemandangan cerah.

Prestasi Highlight, tenaga dan tahan lama naik. Perkakasan optimum, bateri AGM khas 3 kali biasa, tahan lama. Guna teknologi turbo Porsche, kecekapan isi semula 99%. Motor belakang 55kW ke 70kW, mula, onramp, elak bahaya cepat, kawalan lebih baik.

Pengalaman Highlight, ruang tamu bergerak selesa. Tingkat tinggi badan pandangan luas, pemanas kerusi, pengudaraan, pemanas stereng lengkap, keselesaan naik. Sensor hujan tutup tingkap, 64 warna lampu ikut lagu, masa ke kerja bawa suasana, perjalanan penuh ritual.

Kualiti bagus tidak, uji nyata nampak. Sesi paling diteliti Beijing Off-road gabung CCTV Ekonomi 150,000 km buka kereta live. 150,000 km sama dengan 10 tahun guna, ujian ketat. Hasil mengejut: enjin turbo karbon kurang, kuasa kuat; kotak gear utuh, gear dalam tak haus; bateri stabil, tiada buncit, tumpah; bingkai bawah, suspensi tak karat, keseluruhan macam baru.

Kamera masuk Pabrik Super Beijing-Zhuzhou. Kedai las robot automatik, ketepatan gam seperti rambut, kukuh asas. Pukul lebih 5000 tan sekali jadi, jadi garisan keras. Cat automatik cat air, bahan bahaya kurangkan 60%, tiada bau. Kawalan ketat, sumber jaminan kualiti.

Kerana sokongan pengguna, Beijing Off-road keluar faedah, kurangkan batas. Selain subsidi penukaran super 30,000 yuan, ada 5 faedah: jaminan seumur hidup 6,000 yuan 0 duit muka, kaedah kewangan 0 duit muka, kad JD 800 rujukan, OTA seumur, data asas seumur + data hiburan 2 tahun, pelindung hak. Tepat Piala Dunia, buka 'Piala Dunia Semangat, Highlight Menang Hadiah', beli dapat undi juara, dapat 50,000 yuan lagi.

Dari 150k jualan, ke Edisi Highlight, ke polisi, BJ30 Traveler amalkan 'Keadilan Offroad', usaha buat keluarga mudah dapat offroad.

Boleh jalan bandar kerja harian; boleh jalan gunung buka hiburan luar.

Kini, BJ30 Traveler 69.9k, Edisi Highlight, kualiti, buat kelas 100,000 tingkat SUV jadi tanda baru. Masa depan, Beijing Off-road dalam pasaran spesifik, Pembuatan China, produk banyak, teman pemilik, jalan banyak tempat, biar setiap perjalanan jadi Highlight.

Just a few days ago, at the "2026 Equipment Power Forum", CATL Chief Scientist and Academician Wu Kai released a major forward-looking announcement: CATL plans to focus on the research and development of "Lithium-Air Batteries" in the long term.

This system, known as the ultimate direction for next-generation battery technology, has a theoretical energy density limit nearly 5 to 10 times that of existing lithium batteries. To put it plainly, once this battery is released, the internal combustion engine will basically be useless.

As soon as the news came out, many car enthusiast groups became lively again. Those who were originally waiting for solid-state batteries to be available before switching cars now had another reason to continue waiting.

But as someone who has observed the automotive industry for a long time, I remained calm after reading this news.

After all, between the concept release and a new energy vehicle you can buy, there are several hurdles such as basic research, engineering scaling, life verification, etc., and more importantly, the long industrial game between suppliers and OEMs.

Furthermore, hidden behind this buzz is a somewhat cruel physics fact — humanity has been fighting for nearly two hundred years on this planet to find a sufficiently perfect "energy container" for electricity.

Today, inside a 4S Dealership, you hear salespeople skillfully promoting Lithium Iron Phosphate, NCM, fast charging power, and battery warranties. These terms sound futuristic, but the act itself of "driving wheels with electricity" is so ancient it might exceed your imagination.

Today, you stand in the showroom struggling with fast charging power and charging station distribution. A century ago, European noblewomen were also struggling with whether the battery swap station was far from home.

A History More Ancient than the Internal Combustion Engine

In the 11th Year of Daoguang of the Qing Dynasty, which is 1831, Faraday discovered the phenomenon of electromagnetic induction, laying the theoretical foundation for electric motors driving machinery.

In 1859, French physicist Gaston Planté invented the lead-acid battery. For the first time, humanity possessed a battery capable of repeated charging and discharging. This made electric vehicles truly possible.

In 1881, French inventor Gustave Trouvé used lead-acid batteries paired with Siemens motors to build the first recognized passenger electric vehicle for public roads. This car predated Karl Benz's internal combustion engine car by a full five years.

So strictly speaking, electric vehicles are not followers of fuel cars; they were the ones to set off first.

Moreover, in the late 19th and early 20th centuries, electric vehicles lived quite well — quiet, no exhaust fumes, no hand crank start, and incredibly elegant for short trips in the city.

Electric taxis were once seen everywhere on American streets, postal vehicles also used electricity, and noblewomen preferred electric vehicles for outings. Because lead-acid batteries were too heavy to carry home for charging, many big cities also built many battery swap stations to serve users.

Some brands you are now familiar with also made electric cars during this period, such as this Porsche Lohner-Porsche Mixte, with a top speed of 130km/h.

In the following decades, electric vehicles experienced a golden development period. Sales and market share steadily surpassed fuel cars.

But afterwards, the mass production of the Ford Model T completely drove down car prices. The price of less than $700 was nearly half that of electric vehicles.

At the same time, President Roosevelt's large-scale infrastructure projects to provide relief through work increased the demand for long-distance travel across interstate highways. Coupled with the drop in oil prices, lead-acid electric vehicles retreated step by step, later only having applications in specific occasions such as golf courses.

Of course, lead-acid batteries did not completely leave the automotive industry; they still exist in the vast majority of fuel cars, quietly staying under the hood, responsible for an important but inconspicuous task: starting the ignition.

So in the last ten years, how have electric vehicles re-entered the mainstream view?

Oil prices were the driver, but not the root cause. From the perspective of materials science, humanity finally found a material with higher energy but lighter quality to replace lead.

And taming it took humanity a full decades.

The Birth of Lithium Batteries

Lithium, the element located third in the periodic table compiled by Mendeleev, is currently the most chemically active metal known.

Cut a piece of metallic lithium and throw it into water, and it will scream and spin on the water surface, releasing hydrogen gas, and even burning.

This means it is naturally a swift steed, as long as you can tame it.

1 gram of metallic lithium contains energy of approximately 3800 mAh — almost enough to fully charge an entire iPhone phone.

To store the same 1 kWh of electricity, lithium requires only a few kilograms, while lead-acid requires tens or even hundreds of kilograms. This is an inequality written into the laws of physics from the beginning, a gap that cannot be bridged by process alone.

In the 1970s, Exxon scientists created the first lithium metal battery. The energy density was astonishing, but after repeated charging and discharging, lithium would grow dendritic branches on the surface of the negative electrode. Like needles, they would continue to grow, eventually piercing the separator, causing a short circuit and explosion.

In the 1980s, Canadian company Moli Energy attempted to mass-produce lithium metal batteries for mobile phones. The result was a mass recall due to fires, and the company went out of business because of this. Lithium's "volatile" reputation was firmly established.

The real turning point came from Japanese chemist Akira Yoshino's change in thinking.

He thought, since metallic lithium cannot be contained, why not not let lithium appear in metallic form. He used carbon materials for the negative electrode, allowing lithium to intercalate between the graphite layers in ionic form.

If we compare the graphite carbon layers to neatly layered shelves, lithium ions are goods stored in the interlayers in categories; whereas the past metallic lithium negative electrode was equivalent to abandoning the shelves and directly piling raw lithium materials nakedly in the warehouse space. Unconstrained metallic lithium grew freely during charging and discharging, making it difficult to control.

In 1991, Sony mass-produced the first commercial lithium-ion battery. Thus, humanity finally found a way to put lithium into a cage for the first time.

Until now, the design of this "cage" has continued to improve. And the power battery in your car now is the ultimate form of this cage.

From Salt Lake to Cell: How Was the Steed Put Into the Cage?

If we disassemble a newly made lithium battery cell in a factory, you will find that the bottom structure of this cage is as exquisite as a stack of "microscopic sandwiches".

First are the current collectors on both sides.

The positive electrode is a layer of extremely thin aluminum foil, the negative electrode is a layer of copper foil. Connected through a circuit, the operation of the electric motor relies on electrons migrating through this circuit.

Next are the positive and negative electrode materials that form the core of the battery.

The mainstream negative electrode uses artificial graphite made of pure carbon process. It has a very perfect layered structure under the microscope, with a large number of nanometer-scale gaps between the layers.

The positive electrode is a lithium compound. Currently common materials are mainly Lithium Iron Phosphate and Nickel-Cobalt-Manganese Lithium.

Finally, there are the separators and electrolyte sandwiched between the positive and negative electrodes.

Actually, the separator is a plastic product. Not only is it one-tenth the thickness of a human hair, but also due to the properties of plastic, it is insulating. The micro-pores on it only allow lithium ions to pass through, while electrons can only be blocked outside and seek another path.

And the electrolyte made from organic carbonates and lithium salts acts as a "lubricant" for the shuttle of lithium ions.

After understanding the structure of the lithium battery and comparing it with the lead-acid battery from a hundred years ago, we can intuitively feel why lithium battery discharge is more powerful.

The traditional lead-acid battery uses heavy lead plates soaked in highly corrosive dilute sulfuric acid.

The essence of its power generation is the extensive chemical reaction of "dissolution and precipitation" — every time it discharges, the lead plate dissolves and generates large solid lead sulfate.

During charging, one struggles to dissolve these solids back. This is like every time two armies face off, they have to tear down the city wall to use as bricks to hit. After long charge and discharge cycles, the wall naturally collapses, and the discharge ability will also weaken.

And for lithium batteries, the superiority of their structure and materials lies in "not destroying the skeleton".

Whether it is the olivine lattice of the positive electrode or the graphite layer of the negative electrode, it can be understood as an extremely structurally stable luxury hotel. Lithium ions check out today and check in tomorrow, coming and going, while the load-bearing walls and room structure of the hotel itself remain motionless.

This "intercalation" material design allows lithium batteries to directly execute a dimension-reduction strike against lead-acid batteries in terms of lifespan and energy density.

However, to create such an exquisite "cage" also requires considerable effort.

We take CATL's upstream layout as a sample, following lithium for a complete journey from ore to cell.

Lithium in nature almost never exists as a mono-element, so there are mainly two paths for lithium sources.

One is hard rock ore, such as some materials from CATL originating from Australian spodumene mines. The ore is calcined, acidified, leached, and finally purified into white powder of lithium carbonate or lithium hydroxide.

The second is salt lake brine, such as the Salar de Atacama in South America and salt lakes in Qinghai, China. The high-concentration brine here is pumped up and concentrated in evaporation pools, and then lithium is extracted through adsorption or membrane separation technology.

Next, these white powders enter the material preparation stage.

Taking Lithium Iron Phosphate batteries as an example, lithium salts and iron phosphate raw materials are uniformly mixed and mixed. They are sintered at ultra-high temperatures to generate positive electrode powder with an olivine crystal structure, then mixed with binder "slurry", and evenly coated on aluminum foil.

On the other hand, purified artificial graphite is also coated on copper foil.

And for Ternary Lithium batteries, nickel, cobalt, and manganese elements from places like Indonesia need to be burned into powder according to a certain ratio to form the positive electrode material.

Finally, according to needs, the cell factory, the positive and negative electrode sheets are either wound like sushi rolls into cylindrical or prismatic aluminum shell cells, or layered like stacking books into pouch or prismatic aluminum shell cells, then filled with organic electrolyte and sealed.

Thus, the steed lithium was formally tamed by a nanometer "cage" constructed by relying on chemistry and precision craftsmanship.

Working Principle of Lithium Batteries: How to Make the Steed Run?

The cage is built, but putting a steed in a cage is just the first step.

To truly make it work, it needs to run, and it needs to run back and forth in an orderly manner along the route you designed.

And the reason lithium ions can run back and forth orderly is related to what they carry themselves — Electric Potential Energy.

This concept of electric potential energy is not hard to understand; the pattern is exactly the same as gravity flowing water.

A fully charged negative electrode is like a reservoir at a high place. Discharging is like opening the floodgate to release water, releasing energy work in the direction of the current; Charging is like a water pump pumping water up a mountain, consuming electrical energy, and transporting the lithium ion representing "water" back to the high-level storage of the negative electrode.

When fully charged, lithium ions are stored in the negative electrode graphite interlayers. The negative electrode potential is high, and the positive electrode potential is low.

Connecting the external circuit, lithium ions pass through the separator moving towards the positive electrode. Electrons form a current along the external circuit, driving the motor to operate. This is discharge.

Charging is the reverse process. The external power source applies pressure, forcibly drawing lithium ions back from the positive electrode to the negative electrode graphite gaps, converting electrical energy into electric potential energy to store.

To expand a bit, fast charging is equivalent to the water pump working at full capacity.

If drawn too fiercely, lithium ions don't have time to drill deep into the graphite layers. They will deposit on the surface of the negative electrode in metallic form — "Lithium Plating". The deposited lithium will grow into needle-like dendrites. Piercing the separator leads to short circuit thermal runaway.

Therefore, one of the core tasks of the Battery Management System is to manage the temperature and speed of the water flow.

Battery degradation is that this water pumping energy storage system is used for a long time, some corners of the reservoir are permanently silted up, less and less water can be stored, and the range also drops.

LFP vs NCM: How to Choose

Having said so much, let's get back to life. I believe you have likely experienced this moment when choosing a new energy vehicle.

The salesperson says this car is LFP, that car is NCM. One is safer, one has longer range.

But when you open the spec sheet, some LFP cars also have not short range, and not much different from the NCM version.

This is strange. LFP naturally has low energy density. How did the range catch up?

Actually the answer has two layers: the first layer looks at materials, the second layer looks at packaging.

First, let's talk about materials.

Lithium Iron Phosphate is an olivine structure, like a row of densely packed fixed shelves.

Each shelf has reserved slots. Lithium ions take their seats by number. Entering and exiting can only pass through a one-dimensional channel.

The benefit is the shelves are extremely strong — thermal decomposition temperature above 270°C, not easy to catch fire, long cycle life, still usable after thousands of charge/discharge cycles.

The disadvantage is the channel is narrow, lithium ions moving in and out are slow, and the total power stored per same weight is not as good as NCM.

NCM is a layered structure, like a row of open bookshelves. There are no fixed slots. Lithium ions move in and out in two dimensions between layers. The channel is spacious, the speed is faster.

But bookshelves are not as stable as fixed shelves. Thermal decomposition temperature is in the 180 to 220°C range. The higher the nickel content, the greater the energy, and the greater the stability challenge.

Here, the talent gap is clear: NCM naturally holds more electricity, LFP is naturally more stable.

But the question returns to the beginning — why does LFP range catch up? One answer lies in packaging.

The "talent" of cell materials only determines the upper limit. The energy density of the battery pack looks more at "craftsmanship".

For example, the current CTP (Cell to Pack) technology can directly integrate cells into the battery pack, saving the weight and space of this intermediate level during module splicing.

CATL's Shenxing Battery and BYD's Blade Battery belong to this category.

There is also CTB (Cell to Body) technology. Chassis integration design makes the battery pack itself become a body structure part, further compressing the volume.

For example, Xiaomi's SU7, YU7, Tesla's Model 3, Y, BYD's Dolphin, etc.

In short, by taking packaging and structural optimization to the extreme, many LFP battery packs, such as CATL's Shenxing Battery, the energy density can also approach the level of NCM. The actual range can already meet the daily use of most vehicle models.

And the third-generation Shenxing Supercharge Battery can already achieve charging from 10% to 98% in 6 minutes 27 seconds. It can already achieve equivalent 10C, peak 15C charging power. It can be said that the problem of charging efficiency on new energy vehicles has been solved under the premise of safety.

But if pursuing extreme long-range, power burst, and whole vehicle lightweighting, using LFP batteries under the same conditions is too heavy. At this time, it is still necessary for NCM batteries with higher energy density to take the field. For example, CATL's Qilin Battery, basically all high-performance electric vehicles you can name are using. CATL

CATL also happened to launch the third-generation Qilin Battery a while ago, achieving an ultra-long range of 1000km while reducing weight.

Of course, currently there are still many consumers who are watching, wanting both stability for daily commuting and long-distance travel, and powerful performance. But there is simply no battery on the market that meets their needs.

In response, CATL is building the Xiaoyao Dual-Core Battery, integrating two types of cells into the same battery pack, allowing different cells to exert their own advantages, perfectly matching diverse usage scenarios.

Moreover, the two cells in this battery pack can be matched according to needs, and the naming logic is also very intuitive.

"Iron" is Lithium Iron Phosphate, "Ternary" is NCM, "Sodium" is Sodium-ion battery.

Several combinations have their own advantages — "Ternary + LFP", Main Zone Ternary is responsible for burst, Range Extension Zone LFP provides safety baseline and long-lasting charge/discharge.

And "Sodium + Iron" Dual-Core puts the Sodium-ion battery into the Main Zone, -40°C capacity retention rate over 90%, specializing in curing the halved range of Northern Winter.

Regarding the "Sodium" inside the Dual-Core, I have to mention it for the friends in the North here, because I think this is the last piece of the puzzle to solve the pain point of Northern friends buying new energy vehicles.

Sodium and Lithium belong to the same family of metal elements. Their chemical properties are similar, but Sodium is much gentler, easier to extract than Lithium, low cost, good low-temperature performance, and batteries made with Sodium have small discounts on winter range.

And with the mass production of Sodium-ion batteries and their application in energy storage and commercial vehicle fields, more and more passenger car brands provide the choice of Sodium-ion batteries.

Northern friends who were previously concerned about new energy vehicles can also consider it recently.

However, Sodium-ion batteries have a disadvantage. Sodium ions are bigger than Lithium ions by a circle. Stuffing them into graphite layers is harder. So energy density temporarily cannot catch up with Lithium.

However, this is a balancing problem between low-temperature environment and range efficiency. I believe with the progress of materials and packaging, this difficulty will also be gradually solved.

However, for most consumers, if you have the energy to read to here, next time the salesperson mentions these battery terms again, you will have the confidence armed with professional knowledge.

You only need to know one thing: Every question you struggled with today in the showroom — Safety, Range, Charging, Durability — People who sat in the first electric vehicle 160 years ago were also struggling with the same.

The only thing they could choose back then was a dead heavy lead-acid battery.

And what you can choose in front of you is the latest answer handed to you by humanity using nearly two hundred years, picking Lithium from the periodic table, building shelves for it using nanotechnology, and pushing energy density up kilometer by kilometer using engineering optimization.

Car Talk:

Over a hundred years ago, lead-acid batteries couldn't run through a whole city. Today, one battery can nearly run through a whole province.

In the future, Lithium-Air might be able to complete a long-distance trip without mileage anxiety.

By then, people might still stand in the car showroom hesitating.

Every electric car you drive is not just an industrial product.

It is a reply letter written by physicists, chemists, engineers, and miners, taking a relay of two hundred years.

The recipient is you who don't want to be trapped on the road. The signature is that promise made since the Lead-Acid era.

References:

A general introduction to lithium-ion batteries: From the first concept to the top six commercials and beyond

Comprehensive review of lithium-ion battery materials and development challenges

SMM 2023-2027 China Lithium Battery New Energy Industry Chain Report

Light off-road SUVs are all the same, but the BJ30 Traveler stands out in a million...

On June 12, the "150,000 Loves, Highlights Arrive" BJ30 Traveler 150,000-unit Production Milestone and Highlights Edition Launch Conference was held at BAIC Zhuzhou Super Factory. To further advance off-road equality and let more families enjoy light off-road life, the BJ30 Traveler launched a 30,000 Yuan trade-in policy for all models, with a super trade-in price starting from 69,900 Yuan.

In addition, the brand new BJ30 Traveler Highlights Edition launched, positioned as a light off-road SUV, with appearance, performance, and experience comprehensively upgraded, with a super trade-in price starting from 82,900 Yuan. Under CCTV cameras, Beijing Off-road also live-streamed the teardown of a BJ30 Traveler driven for 150,000 km, letting the whole internet witness the vehicle's reliable quality.

Mr. Zhang Guofu, Vice President of BAIC Group and Chairman of Beijing Off-road, stated: "The BJ30 Traveler has become the model to reach 150,000 units fastest in the Chinese light off-road SUV market. 150,000 BJ30 Travelers carry the trust of the market, the industry, and global users. This is not only a breakthrough in speed, but also 150,000 firm choices and a quality monument built by 150,000 users. It is an answer sheet of Chinese HEV technology given to the world, and a resounding declaration of Chinese Smart Manufacturing!"

As the model to reach 150,000 units fastest in the Chinese light off-road SUV market, the BJ30 Traveler relies on Beijing Off-road's over 60 years of professional accumulation. With hardcore strength of "Super Off-road, Super Spacious, Super Efficient", it lets the world see China.

Beijing Off-road created the industry-leading "Three-Engine, Four-Wheel Drive, Six-Mode HEV Hybrid Architecture" and was the first to apply it to the BJ30 Traveler, becoming the first HEV hybrid vehicle in the Box-Style SUV category. The three-engine power consists of a hybrid engine with 41% thermal efficiency, a front drive motor, and a rear drive motor, excelling in long-distance energy saving, real-time energy refueling, and instantaneous power burst respectively. The smart four-wheel drive response speed reaches 30 milliseconds, capable of bursting peak torque within 0.5 seconds. The six modes can automatically select the optimal working mode, keeping power in the best state. Combined with the Electronic Center Lock, four-wheel electronic limited slip, and Smart Electric ATS all-terrain control system, it easily handles scenarios like muddy and sandy ground.

"Super Spacious" is the leisure of travel.

The BJ30 Traveler features a three-row seven-seat layout, with a 2,820-millimeter super long wheelbase, 66% super high usable space ratio, and a 1,496-liter super large trunk. The rear seats can be folded flat to instantly become a 1.92-meter bed. The B-Class Box-Style super wide third-row space allows 1.8-meter adults to sit comfortably. With 38 storage spaces in the whole vehicle, every item has its own place. Family travel freedom, no one needs to compromise.

In terms of energy consumption, the BJ30 Traveler achieves saving money, saving time, and saving worry. It is reported that recently automotive bloggers from South Africa, Indonesia, UAE, Poland, and Mexico tested the fuel consumption of domestic SUVs. The BJ30 Traveler achieved results not exceeding 5 liters per 100 km in every country, with a range over 1,000 kilometers on one tank. No need to find charging piles, refuel and go, saving tens of hours of charging time annually. At the same time, the first owner enjoys a lifetime vehicle warranty, no high-voltage battery pack safety hazards, simple maintenance, and ample spare parts, making every departure worry-free.

On the occasion of the 150,000-unit production milestone, Beijing Off-road launched the brand new BJ30 Traveler Highlights Edition. On the basis of "Super Off-road, Super Spacious, Super Efficient", it achieved a comprehensive upgrade in appearance, performance, and experience. The new car uses a classic box-style design, with rugged aura and exquisite lines perfectly fused. The unique Five-Opening Star Ring Through-Light Group is eye-catching and handsome. The full set of Electric Style Trend Modification Kits, Exclusive Star Ring Wheels, and Front and Rear Same-Color Sport Bumpers fully display passion and freedom. The brand new orange interior and Metal Texture Trim Plates outline levels and quality, highlighting warm heritage. Users of different ages can find passion and meet highlights on this car.

In terms of performance, the BJ30 Traveler Highlights Edition replaced with high-performance, long-life specialized AGM batteries, with cycle life reaching 3 times that of ordinary batteries. It is equipped with the same Turbocharging technology as Porsche, with whole vehicle charging efficiency reaching 99%. The rear motor power increased from 55 kW to 70 kW. Ramp merging, intersection start, and emergency evasion can all get timely response, giving you the confidence to hold right of way.

Compared to ordinary SUVs, the BJ30 Traveler has a higher body, wider field of view, and features like seat heating, ventilation, and steering wheel heating, considerate and comfortable. The system can sense raindrops and auto close windows. The 64-color ambient light rhythmically dances with music, giving you an exclusive space to soothe emotions.

The BJ30 Traveler Highlights Edition lets you enjoy off-road life and city commuting, using one car's ease to hold two sides of life, turning every ordinary day into a highlight moment.

Finally, it needs to be emphasized that to reward the 150,000 owners' companionship and passion, Beijing Off-road launched a "30,000 Yuan Super Trade-in Policy", which trade-in users and new purchase users can enjoy. Beyond the 30,000 Yuan Super Trade-in Policy, Beijing Off-road also brought Five Exclusive Gifts, enjoy these when ordering within the limited time:

First, Warranty Gift: Gift a value 6,000 Yuan whole vehicle lifetime warranty (limited to first owner non-commercial);

Second, Financial Gift: 0 Down Payment and other financial products available;

Third, Referral Gift: Old customer referral transaction rewarded with up to 800 Yuan JD Card;

Fourth, Upgrade Gift: All series lifetime free OTA upgrade;

Fifth, Data Gift: Base data lifetime free, entertainment data 2 years free and unlimited.

In addition, on the occasion of the 2026 World Cup opening, the BJ30 Traveler Highlights Edition also launched a limited-time "Passionate World Cup, Highlights Win Big" event: Purchase a car at any authorized store nationwide, obtain prediction eligibility, accurately predict the World Cup Champion and final score, and enjoy a 50,000 Yuan purchase subsidy.

150,000 Loves, Highlights Arrive. As the latest work from the Off-road Family, the BJ30 Traveler Highlights Edition, with ultimate product power and sincere price, ensures every passion is not let down and every departure shines; the BJ40 Extended-Range Long-Range Version accompanies users to pursue broader horizons with "City and Off-road Extremely Safe" hardcore strength.

Undoubtedly, in the future, Beijing Off-road will continue to walk side by side with owners, pursuing the next journey of mountains and seas, sharing every highlight moment.

6 月 12 日，以「十五萬熱愛，高光而來」為主題的 BJ30 旅行家十五萬台下線暨高光版上市發布會，在北汽株洲超級工廠圓滿落幕。深耕輕越野賽道、持續推進「越野平權」理念的北京越野，此次憑藉里程碑式的銷量成績與全新車型迭代，進一步降低大眾踏入輕越野生活的門檻。為回饋市場與用戶的厚愛，BJ30 旅行家全系重磅推出 3 萬元換購福利，超級換購價低至 6.99 萬元起；同步上新的年度全新版型——BJ30 旅行家高光版，憑藉顏值、性能、車乘體驗的全方位升級，解鎖進階輕越野體驗，超級換購價 8.29 萬元起。發布會現場，北京越野還聯合央視財經開啟全網直播，對一台行駛超 15 萬公里的 BJ30 旅行家進行全車拆解，以直觀真實的車況，全網鑒證車型堅實可靠的產品品質。

憑藉出眾的產品實力，BJ30 旅行家創下中國輕越野 SUV 市場全新速度，成為行業最快突破 15 萬台銷量的車型。北汽集團副總經理、北京越野董事長張國富在發布會現場表示，十五萬台的銷量數字，不僅是市場速度的突破性成果，更是十五萬用戶用真實選擇鑄就的品質豐碑，承載著廣大消費者、行業市場乃至全球用戶的高度認可。這一成績，既是中國 HEV 混動技術面向全球交出的優質答卷，也是中國汽車智能製造實力的有力彰顯。

十五萬用戶口碑背書，三大硬核實力領跑輕越野賽道

深耕越野領域六十餘年的北京越野，憑藉深厚的技術積澱，為 BJ30 旅行家打造了「超野、超大、超省」三大核心產品優勢，憑藉均衡強悍的綜合實力，收穫全球十五萬用戶的信賴，重新定義家用輕越野 SUV 標杆。

超野性能，無懼全場景出行。BJ30 旅行家搭載行業首創的「三擎四驅六模 HEV 混動架構」，也是國內方盒子 SUV 品類中首款落地 HEV 混動技術的車型。這套混動系統由 41% 超高熱效率混動專用發動機、前後雙驅動電機組成，各司其職精準適配不同出行場景：發動機主打長距離節能續航，前電機負責實時補能，後電機提供瞬時峰值動力。搭配 30 毫秒極速響應的智能四驅系統，僅需 0.5 秒即可迸發峰值扭矩，同時依托能量中鎖、四輪電子限滑與智電 ATS 全地形控制系統，可智能切換六大工作模式，始終保持動力最佳狀態，輕鬆征服泥地、沙地、陡坡等複雜戶外路況，為每一次山野出行築牢底氣。

超大空間，解鎖全家從容出行。在家用實用性上，BJ30 旅行家做到了同級領先水準。車型採用三排七座佈局，依托 2820mm 超長軸距與 66% 超高得房率，打造出寬敞通透的乘坐空間，即便是 1.8 米的成年人，也能舒適乘坐於 B 級超寬第三排，告別緊湊型 SUV 的局促感。尾箱最大容積可達 1496 升，後排座椅純平放倒後，瞬間變身 1.92 米超大休憩大床，完美適配露營、休憩、裝載等多元需求。全車配備 38 處精緻化儲物空間，零散隨身物品皆可有序收納，讓全家每一次出行都舒適不將就。

超省體驗，降低全週期用車成本。BJ30 旅行家從慳錢、省時、省心三大維度，全方位優化用戶用車體驗。此前，來自南非、印尼、阿聯酋、波蘭、墨西哥五個國家的汽車博主，對這款國產 SUV 進行了實地油耗實測，最終實測百公里油耗均低於 5 升，一箱油可實現超 1000 公里的超長續航。車型無需依賴充電樁，加油即走的用車模式，每年可為用戶節省數十小時的補能等待時間。同時，首任車主可享受整車終身質保服務，徹底規避高壓電池包老化、故障等安全隱患，加之車輛保養便捷、配件供應充足，大幅降低後期用車保養維護成本，讓用戶出行全無後顧之憂。

可城可野、全能均衡的產品特質，讓 BJ30 旅行家既能奔赴山野星河，解鎖輕越野的自由樂趣，也能適配日常城市通勤，兼顧居家舒適，在同質化嚴重的輕越野 SUV 市場中脫穎而出。

全新高光版上市，顏值、性能、體驗全面進階

藉著十五萬台下線的高光契機，北京越野推出迭代升級的 BJ30 旅行家高光版。新車在傳承全系「超野、超大、超省」核心優勢的基礎上，完成顏值、性能、車乘體驗三大維度的全面躍昇，為用戶帶來更極致的用車體驗。

高光顏值，適配全年齡段審美。新車延續經典的方盒子硬朗車身造型，將硬朗越野氣場與精緻流暢的車身線條完美融合，辨識度拉滿的五闕星環貫穿式燈組，點亮瞬間極具視覺衝擊力。同時配備全套電感潮改套件、專屬星環輪轂與同色運動前後保險槓，自帶灑脫潮流氣質。車內新增專屬橙色內飾搭配精緻金屬紋理飾板，層次質感全面升級，兼具活力與溫潤底蘊，無論是年輕用戶的潮流追求，還是家庭用戶的沉穩審美，都能完美適配。

高光性能，動力與節能雙向兼顧。針對動力系統進行專項優化升級，高光版換裝高性能長壽命專用 AGM 電瓶，循環使用壽命達到普通電瓶的 3 倍，耐用性大幅提升。整車搭載保時捷同款渦輪增壓技術，充電效率高達 99%，能量利用率拉滿。同時將後電機功率從 55kW 提升至 70kW，起步加速、匝道匯入、緊急避讓等場景下動力響應更迅捷，提速更迅猛，為行車安全與駕駛樂趣雙重賦能。

高光體驗，打造移動舒適會客廳。相較於普通城市 SUV，BJ30 旅行家高光版車身高度更優，帶來開闊通透的行車視野。配置方面全方位拉滿，座椅加熱、座椅通風、方向盤加熱等實用功能一應俱全，全季節車乘舒適無憂。車輛搭載智能感應雨刷系統，可根據雨量自動閉合車窗，貼心規避雨天行車隱患。64 色氛圍燈可跟隨音樂節奏動態律動，營造沉浸式座艙氛圍，讓日常通勤、長途出行都能擁有愜意舒緩的車乘體驗。

一台新車，兼顧城市通勤的舒適與山野越野的自由，BJ30 旅行家高光版以全能實力，裝下生活的雙重場景，讓平凡日常也能解鎖高光質感。

央視全程拆解鑒證，15 萬公里實車彰顯堅實品質

為回饋十五萬車主的信賴與相伴，北京越野不僅推出誠意滿滿的 3 萬元全系超級換購政策，更疊加五重專屬尊享禮遇，限時下訂即可解鎖多重福利，新老用戶皆可享受。同時恰逢世界盃賽事週期，品牌限時開啟「燃情世界盃，高光贏大獎」活動，消費者前往全國任意授權門店購車，即可獲得賽事競猜資格，精準命中世界盃冠軍及決賽比分，可額外享受 5 萬元購車補貼，福利誠意拉滿。

其中五重尊享禮遇具體包含：價值 6000 元的首任非營運車主整車終身質保禮、0 首付可選的多元金融禮、至高 800 元京東卡的老客戶轉介紹呼朋禮，全系終身免費 OTA 升級的智能升級禮，以及基礎流量終身免費、娛樂流量 2 年不限量的流量禮，全方位降低用戶購車、用車門檻。

真實品質無懼嚴苛檢驗。本次發布會的重磅環節，便是北京越野聯合央視財經開展的 15 萬公里實車拆解直播。15 萬公里的行駛里程，基本等同於普通家庭近十年的用車時長，最能直觀檢驗車輛的耐久品質。直播拆解結果顯示，這台長期服役的 BJ30 旅行家狀態近乎新車：發動機渦輪積碳極少，動力輸出依舊充沛穩定；變速箱殼體無滲漏問題，內部齒輪無磨損痕跡，核心動力系統狀態優異；電池包無鼓包、漏液、衰減變質等問題，徹底打消用戶電池老化故障的顧慮；副車架、懸掛擺臂等底盤部件無鏽蝕、滲油現象，整體平整度、規整度與新車相差無幾，被動安全防護始終在線。

與此同時，央視鏡頭深入北汽株洲超級工廠，從生產源頭揭秘 BJ30 旅行家的過硬品質。工廠焊接車間實現全機器人自動化作業，上百台精密機器人協同施工，車身塗膠誤差不超一根髮絲，大幅提升車身骨架強度，讓車輛抗撞擊、抗形變能力更出色，複雜路況行駛無異響、出行更安全。衝壓車間依托五千多噸巨型衝壓設備，實現車身板材一次性壓製成型，保障車身線條流暢規整、結構均勻穩定，為高顏值外觀奠定工藝基礎。塗裝車間採用全自動機器人塗裝工藝，搭配環保水性漆，有害揮發物質降低六成以上，新車無異味，老人小孩車乘更安心，同時漆面防曬、耐腐蝕性能大幅提升。全生產線設置多層品控關卡，每一台下線車輛都經過嚴苛檢測，從源頭守住品質底線，讓用戶購車放心、用車安心。

十五萬份熱愛，鑄就專屬高光。作為專業越野世家，北京越野始終以多元產品陣列精準覆蓋不同用戶需求，既有全能均衡的 BJ30 旅行家高光版，以親民價格與極致產品力賦能大眾輕越野生活，也有 BJ40 增程長續航版，以極致安全與超長續航陪伴用戶奔赴遠方。未來，北京越野將持續深耕越野技術創新，打磨高品質車型，與千萬車主並肩同行，解鎖更多山川湖海的出行美好，奔赴每一場嶄新的高光旅程。

2026年6月12日，“十五万热爱，高光而来”BJ30旅行家十五万台下线暨高光版上市发布会，在北汽株洲超级工厂盛大举行。活动迎来品牌销量里程碑，年度新款BJ30旅行家高光版同步首发，北京越野还携手央视财经，完成行业首次15万公里实车全网拆解直播，以硬核实测与智能智造，全面展现这款自主轻越野SUV的硬实力。官方同步推出3万元超级置换补贴，全系车型置换价6.99万元起，大幅降低入手门槛，让轻越野生活走进万千家庭。

依托北京越野六十余年越野技术积淀，BJ30旅行家精准契合家庭用户通勤、出游、轻越野的多元需求，凭借超野、超大、超省三大核心优势领跑市场。如今该车顺利达成15万台销量，成为国内轻越野SUV领域最快突破15万台的车型，十五万用户的选择，是对产品实力最直观的认可，也让它坐稳细分市场标杆位置。

市场成绩足以印证口碑。BJ30旅行家连续两年拿下HEV混动方盒子、自主HEV混动车型销量双第一，更是连续24个月蝉联自主HEV混动SUV销量榜首；在保值率领域，它拿下10-15万级自主紧凑SUV保值率冠军，全周期价值表现突出。不仅深耕国内市场，该车还远销海外，先后斩获阿拉伯地区最佳混动SUV、阿根廷年度最佳进口SUV等国际奖项，向世界展现中国智造实力。

基于15万车主真实用车反馈打磨而来的BJ30旅行家高光版正式亮相，新车在原有优势之上，实现高光颜值、高光性能、高光体验三大维度全面升级，兼顾年轻群体个性化审美与大家庭实用需求，产品力再度进阶。

颜值方面，高光版延续经典方盒子造型，硬朗越野风格与精致设计巧妙融合。标志性五阙星环贯穿灯组辨识度拉满，车身新增熔岩橙、穹顶蓝、寒川灰三款专属车漆，风格多样。整车配备电感潮改套件、专属星环轮毂与运动保险杠，动感十足；座舱升级橙色内饰搭配金属纹理饰板，结合家族山形仪表盘设计，将越野底蕴与轻奢质感融为一体，颜值表现适配全场景出行。

性能升级是高光版的核心亮点。新车沿用行业领先的三擎四驱六模HEV混动架构，并完成多项优化：换装长寿命AGM电瓶，循环寿命达到普通电瓶3倍，用电、启动更稳定；搭载保时捷同款VGT可变截面涡轮增压技术，配合41%高热效率发动机，整车充电效率高达99%，动力与能耗兼顾；后桥电机功率从55千瓦提升至70千瓦，起步、并线、超车时动力响应更迅猛。

这套混动系统也是整车越野能力的根基。三擎动力搭配30毫秒极速响应的智能电四驱，拥有六大运行模式，可根据路况自动切换。辅以电控能量中锁、四轮电子限滑与智电ATS全地形控制系统，叠加5928N·m最大轮端扭矩，泥地、沙地、交叉轴等轻越野路况都能轻松应对。整车历经400万公里极端环境耐久测试，63.4%高强度钢打造的笼式车身，扭转刚度达24800 N·m/度，全方位守护出行安全。

空间表现上，BJ30旅行家优势十足。2820毫米超长轴距搭配66%超高得房率，成为10万级唯一大七座方盒子SUV，第三排空间宽敞，1.8米成年人乘坐也毫无压迫感。1496升超大后备箱可容纳露营、滑雪全套装备，被用户戏称“搬家不用货拉拉”；后排纯平放倒可形成1.92米平整大床，搭配全景天窗，随时随地解锁户外旅居乐趣。全车38处储物空间，细节设计贴心周到。

“超省”优势体现在省钱、省时、省心三大层面。南非、印尼、阿联酋、波兰、墨西哥五国汽车博主，在各类极端路况下实测，该车百公里油耗均控制在5升以内，最低仅4.4升，一箱油续航超1000公里，长期使用能省下可观油费。车型采用无需外接充电的HEV混动技术，加油即走，省去找桩、充电、装桩的麻烦，每年节省数十小时时间成本。同时首任车主享整车终身质保，覆盖99%零部件，配件普及、保养便捷，彻底打消用车顾虑。

在驾乘体验上，高光版打造出“移动会客厅”。车身高度优于同级，驾乘视野开阔，长途乘坐不易压抑。新车配备座椅加热、通风与方向盘加热，可提前预设温控；雨天车辆能自动感应关窗，细节尽显人性化。车内64色律动氛围灯搭配10扬声器HiFi音响，旅途氛围感拉满；双大屏分区清晰、操作便捷，科技感与实用性兼备。

本次发布会最大亮点之一，便是央视财经全程直播拆解一台行驶15万公里的BJ30旅行家。15万公里近乎普通家庭十年用车里程，拆解后车辆状态依旧优异：发动机无明显积碳、变速箱无渗漏、电池包完好无衰减、底盘部件无锈蚀渗油，整体车况接近新车。

镜头同步探访北汽株洲超级工厂，揭秘高品质背后的智造实力。焊接车间全自动化机器人作业，涂胶误差不超一根发丝，强化车身刚性；五千多吨冲压设备一体成型车身板材，保障外观线条工整；全自动喷涂车间使用环保水性漆，有害物质大幅降低，新车无异味且漆面更耐用。全流程多层品控把关，从源头保障每一台车辆的品质。

购车政策方面，北京越野推出重磅福利，全系车型享3万元超级置换补贴。置换车辆不限品牌、不限年限，摩托车、老旧汽车均可参与；新用户凭驾驶证到店即可享受补贴，流程简洁。具体置换价：燃油标准版6.99万元、燃油进阶版7.99万元、燃油七座版8.49万元；燃油高光版8.29万元；混动进阶版10.69万元、混动高光版10.99万元。

在此基础上，官方叠加五重尊享礼遇：赠送首任非营运车主价值6000元整车终身质保；提供0首付等多元金融方案；老客户转介绍至高可领800元京东卡；全系终身免费OTA升级；基础流量终身免费，娱乐流量两年不限量免费。品牌还上线“燃情世界杯，高光赢大奖”限时活动，到店购车参与竞猜，猜对冠军与决赛比分可额外获5万元购车补贴，性价比进一步拉满。

从15万台下线的销量里程碑，到高光版全面升级，再到央视拆车鉴证品质，BJ30旅行家在产品、市场、品质层面实现全方位突破。作为一款全能轻越野SUV，它融合专业越野性能、超大家用空间与超低用车成本，打破城市SUV与越野车型的界限。6.99万元起的亲民价格，让普通家庭也能轻松拥有一台可城可野、实用省心的出行座驾。

十五万份热爱，铸就前行底气；持续产品升级，不负用户信赖。凭借北京越野多年越野积淀与过硬的中国制造水准，BJ30旅行家已然成为细分市场标杆。全新高光版的到来，也将持续激活轻越野SUV市场活力。未来，BJ30旅行家将继续陪伴广大车主穿行城市、奔赴山野，让每一次出行，都拥有专属高光。

Pada 13 Jun, Pameran Automotif Antarabangsa Chongqing 2026 telah membuka tirainya secara rasmi. Changan Mazda tampil dengan ketegasan di stan pameran Dewan N8 dengan tema 'Mazda Tetap Mazda', berkumpul dengan kereta sukan legenda klasik MX-5, model tenaga baharu strategik global MAZDA EZ-6, MAZDA EZ-6 serta pelbagai model penting EZ-60 Edisi Tahun Kuda, menunjukkan hasil transformasi tenaga baharu jenama yang kaya. Di lokasi acara, bukan sahaja pelan perkongsian pengguna berbilang dinyatakan, malah promosi jualan pertengahan tahun 618 dilancarkan serentak, sebagai balas jasa ikhlas kepada pengguna ramai dan peminat jenama.

Berdasarkan piawai penyelidikan dan pembuatan global, model tenaga baharu Changan Mazda telah menerima pengiktirafan tinggi di dalam dan luar negara, berjaya menetapkan tonggak nilai tenaga baharu dalam industri. Di antaranya, MAZDA EZ-6 berjaya membawa pulang anugerah 'Kereta Reka Bentuk Tahunan Dunia 2026', menjadi model tenaga baharu pertama di dalam negara yang merangkul anugerah berat antarabangsa tersebut; MAZDA EZ-6 menunjukkan prestasi yang sama cemerlang, merupakan model SUV global yang unik merangkul 8 anugerah reka bentuk dunia paling tinggi. Di peringkat keselamatan teras, kedua-dua model dibangunkan mengikut piawai keselamatan lima bintang dua negara China-Eropah, EZ-6 memperoleh 5 pengesahan keselamatan antarabangsa berwibawa seperti C-NCAP, E-NCAP, EZ-60 menunjukkan indeks keselamatan bateri memenuhi piawaian baharu kebangsaan dan Eropah terlebih dahulu. Changan Mazda juga membuat janji tulus kepada pemilik tenaga baharu secara keseluruhan: bateri dijamin ganti rugi jika terbakar sendiri sepanjang hayat, jaminan tanpa had jarak dan tanpa had pemilik pertama kenderaan.

Prestasi pengendalian yang cemerlang adalah kesinambungan gen 'Manusia dan Kenderaan Satu' Mazda. Di gelanggang perlumbaan profesional, EZ-60 meraih kejuaraan kumpulan SUV dalam perlumbaan litar Kejohanan Rali Kereta Tenaga Baharu China, dan naib juara keseluruhan dalam rali. Pemilik Changan Mazda dan pemandu juara perlumbaan Ji Hao tiba di lokasi pameran automotif, berkongsi pengalaman memandu EZ-60 asal tanpa pengubahsuaian untuk bersaing dalam perlumbaan. Dalam kalendar perlumbaan berintensiti tinggi selama 6 hari, keseluruhan 910 kilometer, kenderaan ini menghadapi cabaran lebih daripada seratus kenderaan penyerta, dengan kualiti stabil dan penyetelan yang cemerlang, menonjol keluar daripada 100 kenderaan daripada 27 jenama, mengesahkan kekuatan model pengeluaran secara sebenar.

Berbekalkan kekuatan produk yang kukuh, Changan Mazda berjaya memperoleh pengesahan kenderaan lengkap di tiga pasaran utama Eropah, United Kingdom, dan Australia, menjadi pembuat kereta tenaga baharu kongsi modal pertama di dalam negara yang meraih tiga pengesahan luar negara. Baru-baru ini, lebih daripada 80 ejen luar negara dari Eropah, Australia, dan Thailand melawat secara khas ke kilang pengeluaran Nanjing, memberikan pengiktirafan penuh terhadap sistem proses pengilangan dan kawalan kualiti jenama. Sekarang ini, tempahan dan pra-jualan luar negara EZ-6, EZ-60 terus meningkat, dalam pasaran dalam negara, EZ-60 malah secara konsisten menduduki takhta juara jualan SUV sederhana tenaga baharu kongsi modal selama 7 bulan berturut-turut. Pengurus Pemasaran Kereta Changan Mazda, Wu Xuxi menyatakan, sekarang Changan Mazda telah menjadi pusat reka bentuk, penyelidikan, pembuatan dan eksport kenderaan lengkap tenaga baharu Mazda di seluruh dunia, setiap kenderaan Mazda tenaga baharu adalah model global yang sebenarnya.

Mendalamkan pasaran dalam negara selama bertahun-tahun, Changan Mazda memiliki 5 juta pengguna setia, jenama sentiasa mengamalkan pemikiran 'Pengguna+', membina komuniti nilai bersama yang bersimbiotik antara jenama dan pengguna. Pada tahun 2026, jenama berterusan melancarkan aktiviti penciptaan bersama pengguna pelbagai, membina ekosistem pengguna sepanjang kitaran hidup. Aktiviti seperti 'Perjalanan Harapan' dan 'Kumpulan Cerita Pemilik' yang dilancarkan sebelum ini, merekodkan kisah mesra antara pemilik dan jenama, imej hidup seperti pakar amal, rakan pengguna yang berjiwa mulia, pasangan yang berkahwin kerana kereta, melukis warna asas jenama yang hangat.

Sambil itu, dua pelan 'Ahli Kreasi Mazda Gembira' dan 'Agens Penduduk', memberi platform kepada pemilik untuk berkongsi kehidupan penggunaan kenderaan, menyebarkan reputasi jenama. Pemilik muda Sun Jingyi juga berkongsi pengalaman menyertai aktiviti di lokasi, suasana santai dan bantuan antara rakan-rakan, membuatkan lebih ramai orang ingin menyertai. Menepati kumpulan belia, 'Pelan Tunas Muda' musim kedua masuk ke universiti-universiti besar di seluruh negara, bersamaan dengan melancarkan Persaangan Reka Bentuk Pengubahsuaian EZ-60 Universiti Seluruh Negara, bukan sahaja membantu kreativiti belia dilaksanakan, malah membuka jawatan latihan musim panas, mendorong integrasi mendalam antara industri dan akademik.

Semasa Pameran Automotif Chongqing kali ini, Changan Mazda secara serentak melancarkan aktiviti 'Kongsi Kemewahan Musim Panas, Nikmati Promo 618', aktiviti faedah akan berterusan sehingga 30 Jun. Pengguna membeli kenderaan boleh menikmati subsidi negara tukar lama baru sehingga 20,000 yuan, subsidi pengeluar penukaran 17,000 yuan; memilih model tertentu, boleh menerima set istimewa berharga 7,999 yuan, termasuk stesen pengecasan asli, filem suria Long Mo dan alas kaki khas. Di sebelah dasar kewangan, keseluruhan model menyokong skim faedah rendah 5 tahun tanpa bayaran pendahuluan, kadar purata tahunan serendah 1.99%, serentak menambah nilai 7,999 yuan hak pembakaran sifar sepanjang hayat. Selain itu, semua pengguna yang melakukan ujian tera model tenaga baharu di kedai, boleh menerima hadiah Emas Foil Jinling Warisan Budaya Benda Tak Berwujud Kebangsaan.

Mewarisi gen jenama seratus tahun, berpegang pada piawai pembuatan kenderaan global, menghubungkan emosi pengguna dan kebajikan sosial. Mulai hari ini hingga 21 Jun, semua warga kota dialu-alukan melawat stan Changan Mazda di Dewan N8 Pusat Pameran Antarabangsa Chongqing, mengalami tarikan unik model global secara dekat, menangkap peluang jualan 618.

Halfway through 2026, the NEV penetration rate in China's auto market continues to climb, with almost all major automakers reducing fuel vehicle R&D and accelerating electrification transitions.

However, real sales data presents a different picture: From January to May this year, domestic fuel passenger car cumulative sales reached 3.87 million units, accounting for a still-high 52%. More than 25,000 fuel vehicles are still being delivered to users daily, with over 200 million fuel vehicles running on roads nationwide.

In this "unpromising" market, a fuel SUV presented a report card no one could ignore—4th Gen Boyue L, dominating the sales chart for all-brand fuel SUVs for 5 consecutive months in 2026, claiming A-class fuel SUV sales champion for 11 consecutive months, with monthly sales exceeding 30,000 units, meaning a new owner chooses it every 1.08 minutes.

While most automakers choose to reduce fuel vehicle R&D and accelerate the "stop fuel" transition, Geely took a different path: Persisting in a "Multi-Energy Parallel" strategy, continuously injecting smart fresh blood into fuel vehicles. The dominance of 4th Gen Boyue L is a victory of strategic patience.

Persist in doing difficult but correct things

For the past two to three years, almost all traffic, capital, and public opinion have flowed towards new energy, with many automakers explicitly announcing schedules to stop selling fuel vehicles, with fuel vehicle R&D budgets significantly cut.

But Geely's choice was completely different. In Geely's view, fuel vehicles, hybrids, and pure electric vehicles are not replacement relationships, but long-term coexistence relationships. Over 200 million fuel vehicles in domestic inventory, nearly 10 million annual fuel new vehicle demands, these figures behind are countless real users' travel necessities, not a market that can be easily "skipped". So Geely did not follow the trend to "abandon oil for electricity", but proposed a "Multi-Energy Parallel" strategy—no matter which energy form, Geely will do it the best.

This stability requires huge courage and resource support. Relying on five global R&D centers, Xingrui Intelligent Computing Center 2.0, and industry-leading large AI models, Geely systematically empowered fuel vehicles with intelligent capabilities originally belonging to electric vehicles. GEEA 3.0 Electronic and Electrical Architecture, Xingrui AI-Drive Digital Tuning Technology, FlymeAuto Smart Cockpit... these technologies sounding like "new forces" were used by Geely without hesitation on the 4th Gen Boyue L.

Data doesn't lie. Currently, Geely's L2 and above assisted driving vehicle inventory exceeds 7.5 million units, cumulative assisted driving mileage exceeded 10 billion kilometers, with a significant portion coming from fuel vehicle users. This means Geely not only didn't abandon fuel vehicles, but instead relied on the huge fuel vehicle user group to build China's leading smart driving data pool for automakers.

Conversely, some automakers in the industry rushing to reduce fuel vehicle business and promote stop-sale plans, faced many challenges such as user group continuity and single technical route during transition. Geely proved with action: Not following trends, not having weaknesses, doing every technical route well is the greatest respect for users.

How to concentrate the release of "Multi-Energy" advantages?

Strategic stability must ultimately land on products. The reason 4th Gen Boyue L can dominate against the trend is because it is no longer a "traditional fuel vehicle", but an "all-rounder" gathering the best of Geely's multi-energy technology system.

First look at smart driving. 4th Gen Boyue L Small Blue Light Edition is equipped with Qianli Haohan H3 Assisted Driving Solution, becoming the only fuel SUV within 120,000 yuan equipped with high-end smart driving. This system is based on Horizon Journey J6M high computing power chip, computing power reaches 128 TOPS, matching 3 millimeter-wave radars, 11 high-sensitivity cameras and 12 ultrasonic radars, can achieve Highway and Elevated High-level Navigation Assisted Driving (HNOA), Urban Congestion Cruise (ICC), Multi-scenario Parking Assist and other functions. Pure Visual Map-Free Solution covers 380,000 km highway and 30,000 km elevated roads nationwide, can drive new roads, can drive with network.

User feedback data is more intuitive: Small Blue Light Edition smart driving activation rate is as high as 75%, single user longest assisted driving mileage exceeded 50,000 kilometers, single vehicle cumulative parking times up to 2,091 times. From "curious try" to "can't leave daily", Boyue L truly brought fuel vehicle smart driving experience into users' lives.

Second look at smart cockpit. FlymeAuto system standard on all series, along with Huawei HarmonyOS, Xiaomi HyperOS known as three giants of domestic cockpits. 15.4-inch 2.5K HD Full Screen, 16-speaker FlymeSound audio (1000W independent amplifier, 7.1.2 surround sound), 25.6-inch AR-HUD head-up display... these configurations put on any 200,000 yuan level new energy vehicle are not out of place, but Boyue L brought them to the 120,000 yuan level fuel vehicle market.

More importantly, based on GEEA 3.0 Electronic and Electrical Architecture, Boyue L supports full-domain FOTA upgrade, often used often new like electric vehicles. Users don't need to worry "become outdated after buying home", because its intelligence will evolve with OTA.

Mechanical quality is equally not vague. CMA Global Premium Architecture is same source as Volvo, Lynk & Co, brought 79 km/h Moose Test score and 35.8-meter racing-grade braking distance. 2.0TD engine max power 160kW, peak torque 325 N·m, 0-100 km/h acceleration 7.4 seconds, fuels with 92 octane gasoline can be used, usage cost is 8% lower than peer models.

In space, 84.27% same class maximum space utilization rate, 2,785 mm wheelbase, flat rear floor, let family sit comfortably; 650L super large trunk plus two-layer magic partition, snowboards, strollers can be easily loaded.

4th Gen Boyue L fully transplanted pure electric intelligence, architecture, experience originally belonging to pure electric onto fuel vehicles, letting users enjoy the cutting-edge product power of the times without changing energy habits. This is the power of Multi-Energy Strategy—not betting on one road, but letting every road lead to good products.

The secret of Boyue Family 10 years long success

Stretching the timeline, you will find that since Boyue Family 1st Gen model launch in 2016, after 9 years 4 iterations, global cumulative sales exceeded 2.4 million units. It took 25 months to exceed 500,000 units, 52 months to reach 1 million units, 82nd month to exceed 1.5 million units, 99th month to exceed 1.8 million units, February 2025 to exceed 2 million units, now standing at the high ground of 2.4 million units. In China SUV market, models capable of maintaining such long-period, high-intensity hot sales momentum are few.

So, why was Boyue able to and how could it cross the cycle?

1st Gen Boyue "Hello, Boyue" pioneered China's SUV smart connectivity, letting voice interaction no longer be a plot in sci-fi movies; 2nd Gen Boyue focused on smart safety, changed AEB Pre-collision System from luxury car patent to standard of people's cars; 3rd Gen Boyue based on CMA Architecture, first brought NOA Highway Navigation Assist into fuel vehicle field, broke monopoly of "High-end Smart Driving = Electric Vehicles"; to 4th Gen Boyue L, directly opened "Fuel Vehicle AI Intelligence Equality Era", GEEA 3.0 Architecture, Xingrui AI-Drive, FlymeAuto... every generation upgrade, Boyue was not following trends, but doing out things users "want but haven't spoken" in advance.

Behind this capability is Geely's deep insight into user needs and long-termism of technical investment. Boyue Family has now received true choice of 2.4 million users, these users come from over 60 countries and regions. In Belarus, Malaysia, Boyue achieved localized production, becoming China's first SUV model realizing product, technology, management full export. In Costa Rica, Moldova and other countries, Boyue ranks first in Chinese brand sub-market. It can be said, it has become a true Chinese SUV global name card.

Back to "Multi-Energy Strategy", Boyue Family's long success, precisely proves Geely strategy's foresight. When other automakers all "stop fuel", Boyue kept deepening in fuel vehicle market, won users' long-term trust with generations of evolution. January to May 2026 fuel SUV sales champion, not a surprise from the sky, but the result of Geely persisting for ten years like one day, the result of those abandoned fuel vehicle users voting with feet.

More importantly, fuel vehicle business's steady performance, provided continuous cash flow and user data for Geely's huge R&D investment in electrification, intelligence. 7.5 million smart driving vehicles, 10 billion kilometers driving mileage, these data feed back Geely's AI algorithms and smart driving models, letting every Geely car, no matter burning oil or electricity, get smarter the further it drives. From this meaning, cannot say "Multi-Energy" is conservative, rather it is a more advanced offensive posture.

At the crossroads of industrial transformation, following trends betting is easy, staying focused is hardest. Users never care what name your energy strategy is called, only care if your car is easy to drive, easy to park, easy to use. Geely proved, as long as products are strong enough, fuel vehicles can also become leaders of the times.

Dominating charts for 5 months might just be the start, with 4th Gen Boyue L continuing hot sales, overseas market accelerating expansion, and Geely in intelligence, global field continuous deepening, Boyue Family's legendary story, is still accelerating上演。And that phrase "Oil vs. Electric debate will end, standards for good cars will never go out of date", maybe that is the best annotation for this era.

Bagi keluarga yang mengejar gaya hidup "off-road ringan", kos pembelian kenderaan dan perbelanjaan penggunaan harian adalah dua pertimbangan utama. BAIC BJ30 Pengembara memberikan jawapan yang meyakinkan dengan ambang yang sangat rendah harga pertukaran super bermula RM 69,900, ditambah dengan kecekapan ekonomi luar biasa penggunaan bahan api gabungan tidak melebihi 5 liter setiap 100 km.

Kos Pembelian: Bermula RM 69,900, tambah pelbagai ganjaran

BJ30 Pengembara semua varian mengeluarkan polisi pertukaran RM 30,000, harga jualan asal selepas pertukaran hanya RM 69,900. Editi tahunan baharu "Edisi Cemerlang" yang dilancarkan baru-baru ini harga asal selepas pertukaran RM 82,900. Pada dasarnya, pemilik pertama bukan kenderaan komersial boleh dapat jaminan seumur hidup keseluruhan kenderaan bernilai RM 6,000, ada juga pelan kewangan tiada bayaran pendahuluan, kemaskini OTA percuma seumur hidup, trafik asas percuma seumur hidup dan lain-lain lima ganjaran istimewa, semakin menurunkan kos pembelian dan penggunaan seterusnya.

Prestasi Penggunaan Bahan Api: Ujian Sebenar Di Bawah 5 Liter

BJ30 Pengembara dilengkapi dengan "arsitektur hibrid HEV enam mod empat roda tiga enjin" yang direka sendiri Beijing Off-road, model hibrid HEV pertama dalam kategori SUV kotak China. Sistem hibrid yang terdiri daripada enjin khas hibrid dengan kecekapan terma 41% dan dua motor elektrik hadapan dan belakang boleh menukar secara automatik enam mod operasi mengikut keadaan jalan raya, sentiasa mengekalkan operasi cekap.

Baru-baru ini, 5 bloger kenderaan dari Afrika Selatan, Indonesia, Emiriah Arab Bersatu, Poland, Mexico ujian sebenar, BJ30 Pengembara di setiap negara mencapai penggunaan bahan api tidak melebihi 5 liter per 100 km, jarak jauh melebihi 1000 km dengan satu tangki minyak. Berbanding SUV petrol tradisional, jimat ratusan ringgit yuran minyak setiap 10,000 km; juga tidak perlu mencari stesen pengecasan, isi minyak terus pergi, boleh jimat puluhan jam masa cas setiap tahun.

Jaminan Kualiti: 150,000 km Pembongkaran Menyaksikan Ketahanan

Kos rendah tidak sama dengan kualiti rendah. Dalam pembongkaran siaran langsung CCTV, sebuah unit yang telah berjalan 150,000 km (sama dengan jarak penggunaan hampir 10 tahun untuk keluarga biasa) BJ30 Pengembara menunjukkan keadaan cemerlang: karbon pada turbo enjin sangat sedikit, kuasa motor kuat; gearbox tiada kebocoran minyak, gear tiada haus; pakat bateri tiada bengkak atau pudar; kerangka tidak berkarat atau bocor minyak. Pabrik Super BAIC Zhuzhou proses pengelas, stamping, dan pengecatan mencapai 100% automasi robot, ketidakpastian pelekat tidak melebihi sehelai rambut, memastikan ketahanan dan kebolehpercayaan setiap kereta dari sumber.

Kesimpulan: BJ30 Pengembara dengan kos pembelian RM 69,900 yang sangat rendah, penggunaan bahan api per 100 km kurang daripada 5 liter, dan ketahanan kualiti disahkan 150,000 km, benar-benar mencapai "beli jimat, guna jimat, tahan lama", merupakan pilihan nisbah kualiti harga yang tidak boleh diabaikan dalam pasaran SUV off-road ringan.

6 月 12 日，「十五萬熱愛，高光嚟來」BJ30 旅行家十五萬台下線暨高光版上市發布會在北汽株洲超級工廠舉行。為推進越野平權，让更多家庭享受輕越野生活，BJ30 旅行家全系推出 3 萬元置換政策，超級置換價 6.99 萬元起。

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

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

十五萬全球用戶認可，鑄就高光時刻

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

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

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

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

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

高光版發布：顏值、性能、體驗三大躍升

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

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

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

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

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

全網首拆 15 萬公里實車，央視見證真實品質

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

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

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

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

On June 1, Sailun Tire (601058) released the implementation announcement for the 2025 annual equity distribution, stating that the company will distribute a cash dividend of 0.18 yuan per share to all shareholders (tax included), totaling nearly 592 million yuan in cash dividends. The record date for equity is June 4, and the cash dividend distribution date is June 5.

Behind this generous dividend distribution lies the strong financial confidence of this private tire giant, which rose to the first tier globally within just over 20 years of establishment. Facing the sharp increase in costs brought by the escalation of global trade barriers since 2025, Sailun still delivered a response with great resilience.

Revenue Hits Record High, Profitability Quality Continues to Improve

In 2025, Sailun Tire's annual revenue reached 36.792 billion yuan, a year-on-year increase of 15.69%, setting a new historical record. Although operating costs for tire products increased by 21.02% year-on-year, the company stabilized the gross profit margin at a relatively high level of 24.63% thanks to product structure and pricing advantages.

Net profit attributable to the parent company and net profit after deducting non-recurring gains and losses for the year reached 3.522 billion yuan and 3.458 billion yuan respectively, with both profitability indicators reaching their second-historical levels. More noteworthy is that the company's net operating cash flow reached 4.179 billion yuan, a year-on-year surge of 82.58%, indicating substantive improvement in profitability quality.

Liquid Gold Breakthrough, ESG Rating Jumps to AA Level

The support for resilient performance stems from hardcore technical barriers. The 'Liquid Gold' technology (Ecopoint3) developed by Sailun after a decade of in-depth research adopts a world-first chemical rubber vulcanization method, successfully breaking through the 'Devil's Triangle' problem in the tire industry where rolling resistance, wet traction, and wear resistance could not be improved simultaneously. It not only achieves a balance of energy saving, safety, and wear resistance, but also achieves green low-carbon across the entire lifecycle from raw materials to production and usage.

This persistence in green sustainability has also won Sailun recognition from international capital markets. Recently, the international authoritative index institution MSCI upgraded Sailun's ESG rating from A to AA, solidifying its top position in China's tire industry and placing it among the global forefront. This marks that Sailun's sustainable development strength in global operations, R&D innovation, and supply chain management has received high international recognition.

Capacity Expansion Both Domestic and Overseas, Brand Value Rising Yearly

Going against the current, stagnation means retreat. While consolidating the technological moat, Sailun has pressed the accelerator on global capacity expansion. Since establishing China's first overseas tire production base in Vietnam in 2012, Sailun has continued to increase investment since 2026: in April, it announced an investment of about 1.95 billion yuan to build an expansion project for a 7.05 million radial tire annual production capacity in Egypt; meanwhile, the Indonesia factory also received a capital increase of about 336 million yuan to expand PCR and TBR capacity.

The resonance between capacity and performance boosted the rapid rise in brand value. In the 2025 'China 500 Most Valuable Brands', Sailun ranked 105th with a brand value of 112.896 billion yuan, an increase of 12.3 billion yuan compared to last year; in Brand Finance's Top 25 Global Tire Brand Values, Sailun ranked in the top ten for the first time, continuing to be the most valuable tire brand in China.

From a new enterprise on the Shandong Peninsula to a global giant competing with century-old foreign strong enterprises, Sailun, driven by technology and capacity on two wheels, is accelerating towards a new height in the global tire industry.

过去数十年，日系车凭借可靠性、燃油经济性和全球化制造体系，长期占据世界汽车产业的重要位置，日系车制造体系的耐力与韧性也是令其畅销全球的重要原因。丰田在2020年超越大众汽车集团成为全球第一大车企后，至今仍牢牢占据着头把交椅。

然而，在中东局势影响国际油价大涨的背景下，中国新能源汽车似乎正在悄然冲击着固有的全球汽车市场格局。

国际能源署（IEA）的统计显示，中国企业占2025年全球电动汽车销量的六成。依靠动力电池、智能驾驶、智能座舱和供应链优势，在电动车时代实现了从“追赶者”到“规则制定者”的转变。比亚迪、吉利、五菱、奇瑞、小鹏、理想、零跑等企业正加速走向全球市场，其中不乏像欧洲、日本这样的成熟汽车市场。

不同于大举进军欧洲，选择直接进入日本汽车市场的中国汽车品牌，主要以比亚迪、极氪、奇瑞等品牌为主，并且普遍选择正面进入当地的大众家用车市场，与丰田、本田、日产等展开正面较量。

价格同样亲民、又更智能化的中国电动汽车，已经给日本汽车行业带来了一些冲击。“以前是便宜没好货，但现在（中国车）产品质量显著提高。价格那么便宜，日系车很难与之竞争。” 一家丰田的一级供应商高管对日本经济新闻如此表示。

日本经济新闻也点评道，中国奇瑞汽车和比亚迪计划在日本推出轻型EV。如果在同一个舞台上竞争，对日系车来说情况难免越来越严峻。

如果说，中东危机带来的国际油价飙涨，是最近几个月新能源汽车受到欧洲、日本消费者欢迎的主要原因，那么国际能源署的一项预测，依然还是给了新能源汽车发展的乐观预期。IEA预测称，2035年全球EV保有量将增至2025年的6倍以上，占全球汽车销量的五成。

如此一来，一个问题也便浮出水面：中国新能源车会率先取代日系车吗？

日系燃油车、电动车双双受困

市场销量是产业竞争最直观的体现。

根据日本媒体统计，丰田与本田的5月在华新车销量分别同比下降32%和49%。1至5月的在华新车累计销量方面，丰田为57.94万辆，同比下降一成，本田为17.3344万辆，同比下滑三成。

丰田方面解释称：“3月以后受中东局势影响，原油及汽油价格上涨，汽油车市场的停滞加剧。”

实际上，即便在中东局势之前，中国车市也早已形成清晰分化，新能源增量市场完全由中国本土品牌主导，而日系、德系车企只能持续退守不断萎缩的燃油存量市场。相比日系车在中国新能源汽车市场的谨慎态度，德系车在智能电动汽车的布局更加激进。

即便在国际局势的倒逼下，全球第一大车企丰田对于电动化布局的态度依旧谨慎。2026年5月29日，日本媒体报道称，丰田汽车将中止新一代纯电动汽车（EV）的开发。

雷克萨斯LF-ZC概念车

具体来看，丰田中止开发的是雷克萨斯纯电动轿车“LF-ZC”的量产车型。这款车原定于2027年上市，是一款肩负雷克萨斯电动化转型使命的旗舰车型，除搭载新型高性能电池之外，还利用以铝铸造实现零部件一体成型的“一体化压铸”技术。作为汇聚丰田最新技术精华的新一代EV，受到市场的高度关注，在两次延期后宣布中止研发，更是令外界感到震惊。

日本媒体分析指出，丰田中止开发LF-ZC车型背后有两个原因，其一是美国废除了电动汽车购买的税额抵免等政策，欧洲也取消了2035年原则上禁止销售内燃机的政策。其二是中国汽车的崛起，尤其是中国车企依靠国内供应商、自动驾驶和车联网技术建立起的竞争壁垒。

曾经作为日系核心护城河的油电混动技术，如今也被国产DM-i、雷神DHT等插混技术追赶，并以更低的亏电油耗、更强的动力性能，持续分流日系混动存量用户。

同时，最给日系车带来冲击的是，中国新能源汽车出口成为全新增长曲线，2025年国产新能源汽车出口量大幅翻倍，远销欧洲、东南亚、中东等全球市场，已摆脱低端廉价标签，品牌力与产品力同步升级。

对日系车雪上加霜的是，由于霍尔木兹海峡持续封锁，丰田汽车在2026年5月下旬宣布计划到11月前将海外产量削减约8.3万辆，将主要减少面向中东及亚洲市场的燃油车生产。

如果仅看中国市场，一个心照不宣的现实是，短期来看，日系仍有稳定燃油车存量空间，但随着中长期国内充电基建完善、消费者电动化认知普及，燃油车存量也将持续萎缩，日系销量下行将成为常态。

智能化代差，中国车在日本的杀手锏

近期，日本调查公司MM总研（东京港区）发布了一项日本自动驾驶巴士实证测试项目的调查结果。结果显示，2025年度实证测试中使用的车辆按厂商来看，中国比亚迪以36.4%居首。中国厂商的合计份额达到50.3%。

据了解，此次的调查对象为L2级以上自动驾驶巴士，项目以面向普通乘客的公路行驶实测项目为主。2025年度在日本全国实证测试项目中使用的车辆总共143辆，比上年度增加了18辆。 

从各企业的份额来看，比亚迪排第一，法国Navya次之，第三名是爱沙尼亚的Auve Tech占12.6%，中国的智能方案供应商文远知行占2.8%。

如果说电动化是中日车企不同技术路线的选择，那么智能化则是彻底拉开双方代际差距的核心赛道。日媒报道中写道：多位日系车企高管公开承认，日系车企在智能座舱、高阶自动驾驶领域，整体落后中国车企至少五年。

若以丰田等车企更习惯的传统汽车迭代节奏来计算，5年的差距就是整整一代车的差距。

造车这种差距的原因，日本媒体认为是双方底层造车逻辑不同。

MM总研的调查负责人表示：“日本多数自动驾驶实测项目由初创企业主导，这类项目更倾向于采用海外厂商的车辆。”他虽然对日本国内厂商寄予厚望，但也指出：“考虑到安全方面，一些厂商对实证测试持谨慎态度，此外还有价格方面的顾虑”。

实际上，中国主流自主新车均搭载原生智能电动架构，标配整车全域OTA升级，车辆在整个生命周期内可在线更新车机系统、语音交互、能耗控制、辅助驾驶等功能，实现“越用越新”。

同时，8155/8295旗舰芯片、连续语音交互、多屏互联、本土化生态适配，已成为20万级家用车标配，智能化体验贴合国内用户需求，早已成为中国车主“用了就回不去”的出行方式。这种用智能化“降维打击”非智能车的策略，在日本市场或许同样可行。毕竟日系车企，依旧沿用燃油车研发逻辑，硬件定型即功能锁死，大多数车型不支持整车OTA，芯片性能“出厂即落后”。

更别提，从2025年底起，国内十余品牌已开始进行L3级自动驾驶商业化运营的测试，更有新势力车企负责人认为从技术层面可以“直奔L4”。前不久小鹏汽车推出小鹏GX就已将Robotaxi能力前装。这种智能化领先的标签，也将有助于提升中国汽车在海外市场的形象。

全球市场，中国车与日系车必有一战

中国电动汽车对日系车的替代，并非局限于中国本土市场，未来在全球范围内，将持续冲击日系车深耕半个世纪的海外优势市场，彻底改写全球汽车竞争格局。

据统计，2025年中国品牌在东南亚新能源市占率突破22.2%，泰国纯电市场比亚迪单品牌市占率超70%，印尼、越南入门家用车市场，中国电动汽车已开始动摇日系燃油车在当地市场的垄断地位。

长城汽车在泰国，图片源自长城汽车

在欧洲市场，即便面临关税壁垒和严苛的本土化要求，国产新能源、插混车型依旧保持正向增长，在英国、挪威、西班牙等国家稳居新能源销量榜单前列，尤其近几个月受国际油价上涨的影响，中国新能源汽车在欧洲的销量持续提升。

在墨西哥、南美等日系传统优势市场，中国电动汽车凭借高性价比与可靠的三电技术，市占率也在持续提升，持续替代传统日系燃油车型。随着加拿大向中国车企开放新能源汽车市场，未来中国新能源汽车在北美的声量也将稳步提升。

比亚迪进军日本K-car市场，图片源自迪粉之家

尤其值得一提的是在日本市场，近两年比亚迪、五菱等品牌完成右舵改装与本土认证，正式登陆日本市场，比亚迪ATTO3稳居日本小型电动车热销榜单，中国品牌在日本新能源细分市场占有率持续突破。

记者手记

回到全文最开始的那个问题：中国新能源车会率先取代日系车吗？

无法回避的是，日系车在优势市场具有半个世纪的积累，仍是中国车企短期内所无法撼动的。然而如果将目光聚焦在长期5—10年维度看，全球燃油禁售政策持续落地，电动化、智能化成为行业主赛道，日系车在燃油时代的技术壁垒将开始崩塌。

如果日系车不能快速解决短板，那么智能化能力、供应链体系、转型迟缓的问题也将会在未来10年持续放大，这期间或许中国电动汽车会大幅挤压日系车份额，进而改写全球汽车版图。

Dubai yang dipenuhi kereta mewah, apa jenis kereta bagus yang tidak pernah dilihat oleh pengedar?

Tetapi baru-baru ini, seorang pengedar luar negara yang menjual kereta China di Dubai datang ke negara ini untuk pameran, dan benar-benar menjadi peminat tegar Zeekr. Beliau secara terang-terangan berkata, kemajuan teknologi kereta China telah memasuki fasa baharu, jenama mewah Jerman tradisional sukar lagi bersaing dengan jenama China seperti Zeekr.

Ucapan ini terdengar seperti sopan santun biasa, tetapi tindakan mereka lebih berani — beliau sendiri sudah mempunyai sebuah Zeekr 9X, selepas Zeekr 8X dilancarkan, beliau terus membuat tempahan buta dua buah lagi.

Inilah perubahan paling halus yang berlaku semasa ekspor kereta China: dulu kita secara aktif "keluar pergi", kini pengedar luar negara yang berkualiti mula "menghulurkan tangan ke arah kita".

Jualan meledak di luar negara, bukan hanya satu pasaran yang panas.

Data eksport terkini Geely yang baru sahaja didedahkan, memang agak meyakinkan.

Bulan Mei tahun ini, jualan Geely Automotive mencapai 238,000 unit, mencapai pertumbuhan gandaan sama waktu dan bulan ke bulan. Di antara itu, eksport luar negara melebihi 85,000 unit, mencatatkan rekod sejarah tertinggi, pertumbuhan setanding tahun meningkat 184%.

Melihat jumlah keseluruhan, ia cukup cemerlang, tetapi kegunaan sebenar yang lebih mendalam ialah: ini bukan ditopang oleh spekulasi pasaran tunggal, tetapi berkembang di semua garis.

Bulan April, jualan kereta tenaga baharu Geely di luar negara meningkat 624.5% setanding tahun, sekali lagi menyandang nombor satu pertumbuhan eksport kereta tenaga baharu China. Empat benua Amerika Utara, Asia, Eropah, Amerika Selatan semuanya sedang membesar, pelbagai negara pertumbuhan melebihi 300%.

Geely memasuki pasaran Australia hanya 14 bulan, penghantaran kenderaan lengkap sudah melangkaui 10,000 unit, menjadi antara pengeluar kenderaan China yang berkembang paling cepat di situ; pasaran Brazil jualan tunggal bulan mencecah lebih 4,000 unit, menambat rekod jualan bulanan tertinggi tempatan; pasaran Mexico jumlah kumulatif jualan Januari-April melebihi 16,000 unit, juga mencatatkan rekod sejarah tertinggi.

Pasaran-pasaran ini tersebar dari segi geografi, tabiat penggunaan, keadaan jalan dan dasar perundangan sangat berbeza. Geely dapat menjalankan kesemuanya sekaligus, menunjukkan pertumbuhan ini bukan sekadar kebetulan terkena satu arah angin.

Model-model kereta juga berkembang di beberapa titik.

Geely EX2 di Mexico, Indonesia, Costa Rica dan pasaran lain, meraih TOP 1 jualan kereta tenaga baharu B-segmen hatchback suku tahun pertama; Geely EX5 di Australia, United Arab Emirates, Uruguay dan negara lain, menjadi juara jualan pasaran SUV-C elektrik tulen suku tahun pertama.

Dahulu ekspor kereta China, sering diberi label "murah, konfigurasi tinggi" nilai wang. Tetapi kini Geely di pasaran berbeza, kategori sub berbeza serentak meraih nombor satu, bermaksud produk benar-benar masuk dalam senarai pilihan pengikut majoriti tempatan.

Zeekr Mengalahkan Model Y di Australia

Pelayaran luar Geely kali ini, bukan sahaja bergantung pada model warga biasa untuk jumlah jualan.

Jika dikatakan Geely EX2 dan EX5 bertanggungjawab memperkukuh jumlah jualan keseluruhan, maka Zeekr bertanggungjawab untuk kad keras lain: menembusi langit-langit harga jenama China di luar negara.

Mei, penghantaran jenama Zeekr 34,377 unit, sekali lagi memecahkan rekod tertinggi. Di antara itu, model siri 9 dan 8 Zeekr adalah hampir 50%, harga jualan purata kenderaan jenama meningkat 52.4% setanding tahun, malah melebihi BBA tradisional.

Pasaran premium tidak pernah diisyaratakan, akhirnya bergantung pada harga transaksi sebenar. Contoh pasaran Australia, jualan Zeekr 7X kembali ke puncak, malah melampaui Tesla Model Y yang mendominasi lama. Australia bukan medan baharu untuk tenaga baharu, Tesla telah berusaha mendalam lama di sini, Zeekr boleh bersaing langsung dan melampau, kegunaan sangat tinggi.

Jadi, pengedar Dubai yang tergerak hati oleh Zeekr, bukanlah satu kisah kecil yang terpencil.

Bagi kebanyakan pengguna luar negara, kereta China berubah terlalu pantas dalam beberapa tahun ini. Dulu mereka mungkin fikirkan kereta China hanya konfigurasi banyak, harga rendah, tetapi sekarang benar-benar duduk dalam kereta, pengalaman kabin pintar, kecekapan sistem kuasa, kualiti chassis, peralatan mewah dan kelengkapan kenderaan lengkap, perasaannya akan berbeza sepenuhnya.

Terutamanya jenama seperti Zeekr, sudah bukan lagi menjawab soalan "kereta China boleh buat kereta tenaga baharu ke", tetapi menjawab soalan "jenama China boleh buat kereta premium ke". Ini membuka imaginasi ruang premium yang lebih tinggi untuk Geely di luar negara.

Sekaligus kereta laris meledak, logistik dulu yang tidak tahan lagi

Sekaligus jualan meningkat, yang pertama diuji biasanya bukan pemasaran, tetapi penghantaran.

Pasaran luar negara tidak sama dengan dalam negara, kereta baharu dari kilang ke hujung, perlu merentasi pelabuhan, pengangkutan laut, landasan kereta api, cukai, pembahagian, penghantaran pengedar dll. Sekiranya mana-mana halangan kecil tersumbat, akan merosakkan pengalaman pengguna secara langsung.

"Boleh dijual" selepas itu, tugas utama Geely sekarang adalah "boleh dihantar".

Untuk menghadapi pesanan luar negara yang melonjak, Geely bergantung pada hub eksport Ningbo, serentak menggunakan kapal Ro-Ro, kapal kontena dan tren rel antarabangsa untuk pengangkutan laut dan darat. Kini, Geely telah menambah beberapa laluan pengangkutan, membentuk 4 pelabuhan rel besar, 6 pelabuhan laut besar sumber pengangkutan, dan dilengkapi dengan dua kapal Ro-Ro sendiri.

Pada masa sama, Geely juga membuka beberapa laluan khas pengangkutan lintasnegara, terus melengkapkan sumber pengangkutan, setiap bulan boleh hantar stabil hampir 10,000 unit kereta baharu ke pelabuhan utama Eropah. Tren khas Geely Sino-Eropah sudah berjalan secara tetap, masa pengangkutan berbanding pengangkutan laut boleh dipendekkan 40 hari.

Titik persilangan ini menarik: dahulu kereta China kebimbangan tentang "bagaimana nak jual keluar", tetapi Geely sekarang menghadapi masalah yang menggembirakan "bagaimana nak hantar kereta lebih cepat".

Inilah tepat ringkasan pembaruan logik ekspor.

Eksport kereta awal tahun lebih seperti "perniagaan dagangan" satu pukulan, kereta naik kapal, jual kepada pengantara, tugas selesai. Tetapi kini berbeza, pengguna luar negara membeli kereta China, bukan sahaja lihat produk itu sendiri, lebih mementingkan tempoh penghantaran, perkhidmatan selepas jualan, bekalan aksesoris dan dasar jaminan, mereka hargai sama ada jenama itu berniat menggarap mendalam tempatan.

Jadi, jangan hanya lekat pada data eksport 85,000 unit Mei itu. Ujian sebenar ialah selepas kereta laris, adakah logistik boleh hantar kereta tepat pada masa, adakah selepas jualan boleh bertindak balas pantas. Yang membuatkan Geely ini dihormati kali ini, ialah dia telah buat sokongan logistik ini lebih awal.

Inilah tandanya persaingan globalisasi perusahaan kereta China masuk ke zon yang lebih mendalam.

May 28, inside the Shanghai North Bund World Living Room, the atmosphere was fervent. Meanwhile, the footage on the large screen at the Chengdu Jixiang Buick branch venue, thousands of miles away, jumped in sync with the main venue. As the IM LS9 Hyper slowly drove into the center of the stage, and as Momenta CEO Cao Xudong received the car key from the Chairman of SAIC Motor, applause rang out on the scene — this was not only the moment of delivery to the 100 millionth user of SAIC Motor, but also the first time a vehicle enterprise in China's automotive industry welcomed a cumulative production and sales volume breaking 100 million vehicles.

As an automotive editor, witnessing this historical node at the Chengdu branch venue, the feeling was quite complex. Over the past few years, China's automotive market has experienced a transition from growth to stock, with price wars, elimination battles, and surging trends of going global alternating on stage. Against this broad backdrop, a local car enterprise able to cross the threshold of 100 million vehicles must necessarily possess a deep logic beyond a single product cycle or any single tech explosion.

SAIC's history almost overlaps with China's automotive industry history. In 1955, the Shanghai Internal Combustion Engine Parts Manufacturing Company was established; in 1958, workers hammered out the first "Phoenix brand" sedan with hammers. Over the subsequent seven decades, SAIC witnessed the entire process from nothing to something, from weak to strong. In 1983, the first Santana was hand-assembled off the line, opening the curtain of China's automotive joint venture cooperation, and also driving the establishment of a modern parts system.

In 1997, Shanghai GM was established, the "Shanghai Speed" of building a factory and launching cars in 23 months is still talked about by the industry to this day; the China's first joint venture professional automotive design and R&D center built at the same time marked SAIC's transformation from pure manufacturing to building technical capabilities. In 2006, the independent brand Roewe was born; in 2016, the world's first Internet car Roewe RX5 went on sale; in 2020, the high-end smart electric brand IM Motors was established. This timeline clearly outlines the evolution trajectory of a car enterprise from learning, chasing, parallel, to local leading.

But historical accumulation is just the foundation. The achievement of 100 million vehicles requires the continuous release of system capabilities. SAIC's system architecture covers six major sectors: whole vehicles, parts, mobility, services, finance, international business, and innovation technology, forming a tightly coordinated full value chain closed loop. In January-April 2026, SAIC's cumulative sales reached 1.302 million units, ranking first among China's car enterprises for four consecutive months, with independent brands accounting for nearly 70%, new energy vehicle sales reaching 412,000 units, and overseas market sales of 459,000 units, a year-on-year growth of 50.2%. These data indicate that SAIC's growth does not rely on the pulling power of a single sector, but is the result of multiple engines including independent and joint venture, passenger and commercial, domestic and overseas all working simultaneously.

Specific to the product level, the full brand matrix displayed at the delivery ceremony site was impressive. For independent brands, Shangjie Z7, Huajing S, Roewe M7, MG4 Semi-Solid State Battery Version, Wuling Starlight 560, Maxus eDeliver5, Hongyan Heavy Trucks, Yuejin Dana T1, Sunwin All-Electric Bus, Iveco Juxing EV, and other models cover full scenarios from personal travel to commercial operations, from urban logistics to public transport. Joint venture brands concentrated on displaying the results of "Joint Venture 2.0": Volkswagen ID. ERA 9X global premiere equipped with Momenta R7 Reinforcement Learning World Model, delivery exceeded 7,000 units in one month after launch; Audi E7X plans to become Audi's first global model achieving L3-level autonomous driving landing; Buick Zhijing E7 is built based on the "Xiaoyao" Super Fusion Architecture, delivery broke 10,000 units in one month after launch. From "Market for Technology" to "Technology Co-creation", SAIC's role in joint venture relationships has undergone a substantive shift.

Accumulation at the technical level is the core power supporting this system's operation. The first 100 million vehicle delivery model, IM LS9 Hyper, can be regarded as a concentrated presentation of SAIC's technical accumulation over seven decades. It is equipped with full-line drive-by-four-wheel steering first in its class, 520-line ultra-vision LiDAR, NVIDIA Thor Chip, Full-Domain 800V High-Voltage Platform, and Star Super Extended-Range System, comprehensively pre-installing redundancy capabilities for L3 and above high-level intelligent driving. SAIC Gold Badge Hurricane Tri-Motor first launch has propelled it into the Performance 3-Second Club, and the "Intrinsic Security" technology jointly premiered globally with Purple Mountain Laboratories expands the car safety boundary from traditional physical safety to the field of information and system security. It is worth noting that the 100 millionth user is exactly Momenta CEO Cao Xudong, SAIC's core strategic partner in the intelligent driving field. The intelligent driving technology deeply co-created by both parties has empowered multiple independent and joint venture brands. This coincidence of "Partner Becomes Car Owner" reflects SAIC's open and collaborative industrial philosophy in the era of smart electric vehicles.

Globalization layout is another important dimension of SAIC's system capability. As the earliest and largest representative of China's automotive enterprises "Going Global", SAIC has over 100 parts production bases and over 3,000 dealer networks overseas, building London's 3 major R&D innovation centers and Thailand, Indonesia, India, Pakistan 4 manufacturing production centers. Anji Logistics possesses 42 Ro-ro ships of various types, with 8 international routes covering Southeast Asia, Europe, and the Americas. Currently, SAIC's products and services are spread over more than 170 countries and regions, with cumulative overseas sales breaking 7 million units. MG has ranked as the European sales champion for Chinese brands consecutively for 11 years, with 2025 European annual sales breaking 300,000 units, becoming the first Chinese car brand with cumulative sales breaking one million in Europe and the UK. In March this year, MG held a Tech Day in Frankfurt, Germany, premiering the world's semi-solid state battery and Hybrid+ Hybrid Technology, the latter's overseas monthly sales has broken 20,000 units. After launching the overseas "Glocal Strategy" (Global + Local) in 2025, SAIC is accelerating from "Product Going Global" to "Value Chain Going Global".

If technology and systems are rational hard power, then user stickiness is emotional soft power. At the delivery ceremony, SAIC displayed multiple sets of user stories: Guode APP Founder Luo Zhenyu as the Huajing S No. 001 Experience Officer, from praising Huawei Qiankun Intelligent Driving in the New Year's Eve Speech to entering the factory to witness the offline; Former German National Team Player Yang Chen chose ID.ERA 9X, because its Golden Extended Range and Long-termism Philosophy coincided; London Intern Doctor Natalia inherited her grandfather's MG sentiment; The returning couple brought MG memories from their time in the UK back to the domestic market; Public Welfare Blogger Liu Jia provided haircutting and companionship to left-behind children in Guangxi Mountainous Areas for five consecutive years, Buick provided assistance immediately, he was moved by Zhijing E7's "Full Score Cabin". These stories have no deliberate emotional stirring, but clearly convey one message: SAIC's user stickiness does not come from marketing scripts, but comes from products and services responding to real needs in different scenarios.

Returning to the initial question: Why was SAIC able to become the first car enterprise in China to break 100 million cumulative production and sales? The answer may perhaps be summarized in a few elements without shortcuts — sufficient long time accumulation, sufficiently wide system coverage, sufficiently deep tech investment, and sufficiently fine user insights. These elements taken out individually, many car enterprises are doing, but those able to continue for over seven decades and maintain balanced development in various dimensions are not common.

100 million vehicles is a milestone, but also a new starting point. In 2014, SAIC was the first to fully transform to new energy; twelve years later, from the "Leading the Pack" of "Smart Power Transformation" to "Thousands of Horses Galloping" of independent and joint venture, passenger and commercial, domestic and overseas, SAIC has consistently carried the user concept of "Know Cars Better, Know You Better" throughout. From 1955 to 2026, from the first user to the 100 millionth user, SAIC's next journey is just beginning.

Auto Circle On Cars

From an industry perspective, SAIC's 100 million vehicles is not only a breakthrough in scale numbers, but also marks the capability leap of China's automotive industry from "Joint Venture Dependence" to "Independent Dominance". It is worth noting that SAIC did not rely on a single hit product or short-term trend, but through seven decades of systematic construction, formed hard-to-replicate comprehensive advantages in dimensions such as technology, manufacturing, supply chain, and globalization. The next-generation tech cluster represented by IM LS9 Hyper, as well as the cumulative sales of over 7 million in overseas markets, prove that SAIC already possesses the basic base to compete on the same stage with multinational giants. After 100 million vehicles, how to convert scale advantages into continuous innovation efficiency and brand premium will be the core proposition of SAIC's "Second Entrepreneurship".