23 April, Pameran Industri Kereta Antarabangsa Shanghai Ke-21 dimulakan dengan meriah. 24 April, dengan tema "Changan Pemburu, Perjalanan Cerdas ke Seluruh Dunia", Pelan Pembangunan Global Pickup Changan serta Pelancaran Changan Pemburu K50 diadakan secara rasmi. Pickup Pintar Digital Julat Panjang Super Besar Pertama di Dunia -- Changan Pemburu K50 dilancarkan dan dijual, menjadi pickup pertama dilengkapi fungsi bantuan memandu gabungan L2, dilengkapi dengan chassis pickup elektrik yang paling disukai pengguna kenderaan perkhemahan, secara rasmi membuka era Pickup Pintar Digital!

Changan Pemburu K50 Quattro Semua Lahan, membuat tempat jauh tanpa sempadan, Harga Cadangan Rasmi 192,900 Yuan;

Changan Pemburu K50 Quattro Segala Kebolehan, membawa teknologi ke dalam harian, Harga Cadangan Rasmi 182,900 Yuan;

Pesan sekarang, dapat lima hadiah hebat tambahan. Pembelian kenderaan mendapat subsidi 3,000 Yuan untuk penukaran, pemilik pertama bukan komersial menikmati jaminan seumur hidup sistem tiga elektrik dan sistem julat tambah, pinjaman 70,000 Yuan setahun 36 tempoh atau 80,000 Yuan baki 12 tempoh, hadiah percuma data asas dan data perkhidmatan hiburan 2GB setiap bulan, tempahan dalam tempoh ditentukan menghantar pakej perkhemahan satu set.

Changan Pemburu diperbaharui serentak, semua produk bermula 127,900 Yuan, kereta baru sudah sampai ke kedai, selamat datang melawat kedai untuk pertanyaan lanjut.

Perjalanan Cerdas ke Seluruh Dunia, Changan Pickup dan Pengguna Global Membina Era Pickup Pintar Digital

Tahun 2024, industri kereta menyambut tahun pertama kecerdasan, selepas gelombang "elektrik", "kecerdasan" sedang memimpin "setengah kedua" perubahan industri kereta.

Pengurus Eksekutif Changan Automobile, Peng Tao, berkongsi mengenai lompatan jenama Changan Pickup, memasukkan label pintar digital, kepercayaan dan tekad untuk memulakan era pintar digital baharu. Beliau berkata, Changan Pickup akan menjadi kategori spesifik di bawah Changan Qiyuan, tenaga baharu pintar digital Changan Automobile, diposisisikan sebagai "Pickup Pintar Digital Evolusi Baharu". Bergantung kepada kerjasama Changan Automobile "Shangri-La", "Hai Na Bai Chuan" dan "Beidou Tianshu", bertalan laluan tenaga baharu, mempercepat susun atur global, memajukan aplikasi kecerdasan luas. Changan Pickup, ingin membawa penyelesaian perjalanan guna perniagaan dan penumpang untuk pengguna global, lebih-lebih lagi bersama pengguna global memasuki era Pickup Pintar Digital, melompat ke arah yang lebih baik.

【Pengurus Eksekutif Changan Automobile Peng Tao】

Changan Pickup berkongsi sistem penyelidikan dan pembuatan "Enam Negara Sepuluh Lokasi" Changan Automobile, dengan pandangan global mengintegrasikan sistem proses pembangunan produk CA-PDS, sistem ujian pengesahan CA-ITVS, sistem pembuatan pintar CA-IMS, dan sistem prestasi off-road CA-ORPS, memberi kuasa kepada perniagaan pickup sepenuhnya, mendalami pasaran global, meningkatkan nilai industri secara berterusan.

Mengenai pelan global masa depan, CEO Changan Pickup Huang Zhi berkata, Changan Pickup menetapkan pelan pembangunan global "12324", dalam tiga tahun akan datang akan dilancarkan 3~4 model pickup global secara berturut-turut, merangkumi pasaran saiz penuh kelas B/C/D, dan berdasarkan platform pickup membangunkan model PPV keras secara berkumpulan, memenuhi keperluan pengguna global, usia berbeza, harga berbeza, senario berbeza produk, berupaya menjadi pickup paling bernilai pengguna, membina pickup terbaik dunia. Tahun 2030, jualan Changan Pickup mengatasi 500,000 unit.

【CEO Changan Pickup Huang Zhi】

Dual Engine Langit dan Bumi, Changan Pemburu K50 Mengubah Semula Pengalaman Baru Pickup Pintar Digital

Mac tahun lepas, Changan Pickup mengeluarkan Changan Pemburu, berulang kali mendapat tempat pertama dalam senarai jualan produk pickup tenaga baharu, di Thailand menerima anugerah "Produk Paling Diharapkan", menjadi pemimpin pickup tenaga baharu.

Berdasarkan keperluan pengguna yang ditingkatkan, produk berat pertama pelan pembangunan global "12324" Changan Pickup -- Changan Pemburu K50 dilancarkan, diposisisikan sebagai pickup pintar digital julat panjang super besar pertama di dunia, dengan reka bentuk estetik "Mata Pemburu" dan julat panjang darat super besar "Dual Engine Langit dan Bumi", sama-sama kuat, jimat dan penuh tenaga, Kecerdasan Cloud Tianshu yang bagus, mudah digunakan, dipandu dan selamat sebagai titik terang teras.

Changan Pemburu K50, "Julat Panjang Darat Super Besar" Dual Engine Langit dan Bumi, menguatkankan "kuat, jimat dan penuh tenaga" segitiga nilai besi. Laun rendah kuat, enjin dwimotor, kuasa maksimal 200kW, tork tertinggi 470N·m; memacu cepat, respons permulaan 400ms, pemecutan 0-100 7.9 saat; tenaga tahan lama dan kuat, kuasa maksimal enjin 140kW, kuasa puncak penjana 100kW.

Dilengkapi dengan bateri Jin Zhong Zhao 31.18kWh, julat NEDC 131km, perjalanan elektrik tulen lebih menjimatkan, kos per kilometer serendah 7 sen; tiada perlu tambah urea, musim sejuk tidak takut beku, tiada perlu pembersihan diri, penggunaan lebih mudah dan jimat. Rasa memandu elektrik tulen masa dan kawasan sepenuhnya, struktur penggerak empat roda elektrik pintar, memandu pickup lebih licin; fungsi pelepasan kuasa luar super 22kW yang pertama di industri, kuasa perbentungan maksimal 227kWh, memecah sempadan penggunaan elektrik.

Pemburu K50 juga menaik taraf "Kecerdasan Cloud Tianshu Bagus", mencapai terobosan nilai "mudah digunakan, dipandu, selamat". Pertama di industri global dilengkapi Huawei HMS for CAR, termasuk suara pintar, peta Petal, ekosistem aplikasi. Semasa itu, bersama Huawei sedang membangunkan Model Besar AI Suara, berikutan melalui pengemaskinian OTA, membuat Pemburu K50 sentiasa baru.

Pemburu K50 dilengkapi bantuan memandu gabungan L2, khusus untuk pengguna perjalanan jauh dan kenderaan perkhemahan, meningkatkan keselamatan memandu. Pelindungan sangkar keselamatan lima utama pakej bateri, bergabungkan badan tidak memikul dan armatur chassis, mencegah hentakan, calar, celup air dan hakisan. Di 10+ negara perwakilan di kawasan luar negara seperti Timur Tengah, Amerika Selatan, Afrika, Asia Tenggara, CIS, melakukan pengesahan ketat terhadap iklim khas suhu sangat sejuk dan sangat panas serta persekitaran khas ketinggian tinggi dan hakisan tinggi, Pemburu K50 sepenuhnya dapat menentang pengesahan.

Dari segi kemampuan off-road, Changan Pemburu tidak hanya menyokong kapasiti muatan ekstrim 1.5 tan, juga menaik taraf kemampuan tarikan 2.5 tan, sudut masuk 29°, sudut keluar 26°, jarak dari tanah kosong 220mm, ketinggian air rendang 600mm, dilengkapi ban off-road AT semua litar, memadankan tiga ganti dan sepuluh mod memandu, mencapai kemampuan off-road tahap pengembaraan, pengguna baru juga boleh off-road dengan mudah.

Untuk senario perjalanan malam, Pemburu K50 dilengkapi "Mata Pemburu" sistem pencahayaan pintar, satu-satunya di negara pra-pemasangan 4 lampu atap, termasuk 2 lampu jauh dan 2 lampu perkhemahan, memenuhi keperluan pencahayaan luar rumah semua senario.

Dari segi reka bentuk, pencahayaan mata pemburu, muka depan hiu, paparan berpasangan, ban AT, warna kenderaan hijau zaitun, dalaman oren gelombang panas, reka bentuk estetik pemburu membawa impak visual yang sangat kuat, membuat orang tidak lupa.

Changan Pemburu sentiasa berevolusi diri, bersama pengguna mencipta model khas seperti kenderaan tinggal, kenderaan kem, kenderaan kerja UAV pertanian, dengan kerjasama ekosistem Huawei, DJI, Akademi Seni China, bersama pengguna mencipta kemungkinan tanpa had. Suku ke-4 tahun ini, Pemburu Baharu yang dicipta dengan pengguna akan dilancarkan.

Dengan pelancaran Pemburu K50 sebagai peluang, Changan Pickup berdiri atas "Pickup Pintar Digital Evolusi Baharu", mendorong pickup menuju ketinggian industri baharu, memberikan "Rancangan China" Pickup Pintar Digital untuk pengguna global.

At the beginning of each month, major automakers reveal their report cards, and the "good student" Tesla is no exception.

According to the latest data from the China Passenger Car Association, Tesla Shanghai Factory deliveries in May exceeded 85,000 units, the highest single-month delivery this year.

This Tesla Shanghai Gigafactory was established in Lingang in 2019, completing the entire process of groundbreaking, production launch, and delivery in that year. It is now already Tesla's global production powerhouse, contributing more than half of the brand's deliveries. Whether sold domestically or exported overseas, most originate from here. The local parts rate exceeds 95%, with a car rolling off the line every 30-plus seconds on average. The so-called "Tesla Speed" is no mere talk.

So, what contributed to this record-breaking delivery this time?

First, the overseas market contributed significantly. The main models Model 3 and Model Y have consistently ranked high in premium pure electric rankings in Thailand, South Korea, Hong Kong and Macao, etc., so demand is naturally substantial.

Returning to the domestic market, regarding auto financing plans, Tesla recently launched an "Easy Loan" service, lowering the purchase threshold and stimulating many hesitant users to place orders.

Additionally, the charging network. Tesla has opened its Superchargers to vehicles of other brands, with over 1,000 stations, starting from 1.5 yuan/kWh, usable nationwide. No matter what brand of car you drive, having an extra charging option on the road allows many consumers hesitant about recharging to put their worries aside.

To be honest, in the current highly competitive environment for new energy vehicles, Tesla being able to achieve this result indeed shows some real skill.

However, after capacity and speed increase, the test on quality will be greater. Whether subsequent quality control remains stable is also a concern for many.

Plus, there are many uncertain factors overseas such as policies and tariffs, so export business may not always go smoothly.

So, do you think it can maintain this good performance in the second half of the year? Let's chat in the comments.

每當月初車企銷量放榜嘅日子，都充滿話題性。而比亞迪甩出嘅 5 月成績單，令唔少人倒抽一口涼氣。

38.3 萬輛嘅單月銷量，連續 60 個月成為新能源市場嘅頭名，呢個數字喺整個中國汽車工業史上，都係過去難以想象嘅畫面。但係比起銷量數字更值得關注嘅，係呢份成績單背後嘅啲微妙變化。

38 萬輛背後嘅戰場，唔止喺展廳入面

比亞迪 5 月嘅銷量數據入面，王朝同海洋網依然係絕對主力，合計超過 33 萬輛嘅數據撐起咗一半意義上嘅銷量。不過方程豹同騰勢呢兩個高端品牌嘅走勢變化，係一個更加積極嘅信號。

方程豹單月賣出咗 3 萬多輛，同比增長接近 140%。背後嘅原因其實唔難理解，閃充版車型嘅陸續到位，令啲本嚟對硬派越野有興趣但係喺補能效率上猶豫嘅用戶，終係搵到下定決心掏錢嘅理由。以前唔少人可能覺得呢種帶大樑嘅車充電太慢，出嚟玩一趟心裡無底，而家充電速度同加油基本同速，點解唔買個更安靜更省錢嘅？

騰勢這邊 16303 輛嘅銷量數字上冇方程豹咁炸裂，但係亦喺持續保持增長。要知騰勢嘅客戶群體其實更「挑剔」，而喺 N9 閃充版上市之後，唔少原本喺睇理想 L9 同問界 M9 嘅潛客，正喺慢慢轉向騰勢。

至於月銷 286 輛嘅仰望，同比增長直接翻倍。中國品牌喺百萬以上嘅價格區間，已經唔係一個「有冇人買」嘅問題，而係「值唔值買」嘅問題。仰望嘅客戶群體大多屋企唔止一台豪車，佢哋選擇仰望，無非都係對比亞迪喺電動化同智能化技術嘅信任。

將呢啲數據放埋一齊睇，我哋唔難發現，主流嘅王朝海洋依舊喺負責跑量，而方程豹同騰勢負責滿足 25 萬到 50 萬區間嘅升級需求，仰望則站在塔尖度做品牌技術嘅旗幟。呢種金字塔結構嘅好處喺於，無論市場點樣波動，比亞迪都能喺唔同價格帶入面搵到自己嘅增長點，五月份嘅成績單證明咗呢個產品陣列嘅韌性。

「敢兜底」唔只係一句口號，而係一次用戶信任嘅重建

仲有冇記得五月下旬嘅「敢為」發布會度，比亞迪拋出「敢兜底，先至係真安全」呢句話。而喺城市領航同智能泊車「雙兜底」推出後嘅三日內，搭載天神之眼 A、B 系統嘅車型，城市領航嘅每日活躍用戶量直接升咗 50%。呢個增幅說明咗一個事實：用戶唔係唔想用地智駕，而係之前唔敢用。之前嘅智駕系統喺好多場景下，遇到突發狀況會直接將控制權甩畀司機，令唔少人用過一兩次就再都唔想開。

再睇智能泊車嘅數據，那就更誇張啦。安全兜底推出後，功能使用率由 21% 飆升到 90% 以上。呢個反差好大到有啲離譜，但都真實反映咗普通用戶對自動泊車嘅真實態度：唔係唔需要，而係唔敢信。尤其係喺一啲複雜車位，例如立體車庫、窄街巷、有低矮障礙物嘅地方，之前嘅系統經常識別唔準或者半路罷工，用戶用兩次被嚇親之後就唔再碰。而而家比亞迪話「出事我兜底」，用戶嘅心態就完全變咗。

「敢兜底，先至係真安全」，呢句話嘅重點唔喺於「安全」，而喺於「敢」。因為喺而家嘅行業環境下，真正敢為自家嘅智駕系統承擔責任嘅品牌，一手數得親。大多數車企都喺用各種免責聲明將自己裹得緊緊實實，嘴上話自己係 L2+、L2++，但真係出事，責任就全部係司機嘅。比亞迪今次將「兜底」兩個字擺上台面，本質上係喺挑戰行業嘅一個潛規則，都係喺試圖重建用戶對智駕嘅信任。

從商業邏輯睇落去，呢都係一種聰明嘅策略。比亞迪而家搭載輔助駕駛嘅車輛保有量已經超過 315 萬輛，天神之眼每日生成嘅數據超過 2 億公里。呢麼大嘅數據規模，代表住佢嘅系統迭代速度會遠超嗰啲保有量少嘅品牌。有咗足夠嘅真實路測數據，先至有敢兜底嘅底氣。呢個邏輯係冇問題嘅。

海外月銷 16 萬嘅意義，唔止喺數字

五月份比亞迪嘅海外銷量首次突破咗 16 萬輛，同比增長 80.7%。海鷗、宋 PLUS、元系列喺海外市場嘅持續熱銷，說明中國品牌嘅小型電動車同緊湊型 SUV，喺性價比同產品力上已經具備咗同日系、德系直接掰手腕嘅能力。尤其係喺東南亞、南美、中東呢啲市場，消費者對電動車嘅接受度喺快速提升，而當地本土品牌嘅產品力又跟唔上，咁就畀咗比亞迪一個好好嘅窗口期。

更值得關注嘅係 SHARK 皮卡嘅表現，連續兩個月突破 4000 輛嘅批發量，放喺全球皮卡市場入面雖然唔算特別大，但係對於一款中國品牌嘅皮卡嚟講，呢已經係一個里程碑。皮卡喺東南亞、澳洲、中東呢啲市場係剛需車型，而且利潤空間遠比轎車同 SUV 要高。SHARK 如果喺呢個類別站穩腳跟，對比亞迪海外利潤結構嘅改善會大有幫助。

當然，海外市場都唔係一片坦途，歐洲市場嘅關稅壁壘、美國市場嘅政策封鎖，以及各地唔同嘅充電標準同法規要求，都係比亞迪需要一步步去解決嘅問題。但五月份嘅數據至少說明比亞迪嘅全球化係喺實打實推進嘅。從泰國工廠到巴西基地，從烏茲別克斯坦到匈牙利，比亞迪嘅製造版圖正喺全球铺开。

結論

隨著六月份大唐同後續幾款閃充版車型嘅上市，會進一步檢驗比亚迪嘅產品節奏同市場反應能力。而海外市場能否繼續保持 16 萬輛以上嘅水準，都係接下來幾個月嘅重要觀察點。無論點樣，五月份嘅呢份答卷已經足夠有分量，佢唔單止係一個數字上嘅新高，更加係一個信號，表明比亞迪正喺由「賣車嗰啲」轉向「負責嗰啲」。喺呢個充滿唔確定性嘅市場入面，呢種轉變或許比銷量本身更有意義。

中國汽車行業首家億級車企誕生

億路同行 上汽集團迎來全球首位一億用戶

2026 年 5 月 28 日，上汽集團「全球首位一億用戶交車儀式」喺上海北外灘世界會客廳舉行。上汽旗下十多個整車品牌、十九款車型，以「全球接力交付」嘅方式，橫渡山海、跨越洲際、聯動全球，上汽集團由此成為首個累計產銷量突破一億輛嘅中國汽車集團，為中國汽車行業鑄就新嘅里程標。

從「鳳凰」到「智己」：一億輛見證中國汽車工業嘅奮進與初心

1955 年，上海內燃機配件製造公司成立，上海汽車工業由此起步。1958 年，工人們用榔頭敲出第一輛「鳳凰牌」轎車，實現上海轎車製造「零嘅突破」。七十多年來，上汽親歷並推動咗中國汽車工業從無到有、從弱到強嘅全過程：1983 年桑塔納下線，開啟合資合作；1997 年上海通用成立，創造 23 個月建廠出車嘅「上海速度」；2006 年自主品牌榮威誕生，2016 年推出全球首款互聯網汽車榮威 RX5；2020 年高端智能電動車品牌智己汽車成立。

貫穿呢一征程嘅，係上汽始終秉持嘅「懂車更懂你」用戶理念。懂車，係對核心技术嘅極致追求；懂你，係將每一項前沿科技精準落地為用戶可感知、可享受嘅美好出行體驗。從桑塔納國產化共同體到合資 2.0 技術共創，從互聯網汽車到全線控底盤、固態/半固態電池、AI 大模型上車——每一次跨越，都係「懂車」能力嘅進階，都係「懂你」初心嘅一脈相承。一億輛，更係一億份用戶信賴嘅集中兌現。

第一億輛：智己 LS9 Hyper，凝聚上汽 70 餘年技術之大成

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

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

體系實力：上汽全品牌矩陣嘅全球接力交付

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

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

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

從「懂車」到「懂你」：一場用戶唱主角嘅交付盛典

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

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

從 1955 到 2026，從第一個用戶到第一億個用戶，從初創探索到行業領航——上汽將繼續與全球用戶、全球夥伴一億同行，共創美好出行新未來。

 Auto Industry Data Says

Do you believe it? Some car companies sell 200,000 units, wishing to beat drums and announce holidays for three days; but Changan sold 209,100 units, yet people still fixate on the 6.78% year-on-year decline, making an expression as if 'the sky is falling'. To be honest, my first reaction after reading May sales was not 'bad', but rather — do these people have some misunderstanding of 'bad'?

On June 1, Changan Auto revealed official sales data: Overall sales for May 2026 were 209,100 units. New energy 92,400 units, accounting for 44.2%; overseas exports 70,700 units, surging 38% year-on-year. Among the three sub-brands, Qiyuan and Deepal both reached the 34,000 unit milestone, Avatr 7,336 units.

CheYu World found, looking across all of China, there are only four domestic brands with monthly sales over 200,000. Changan sits firmly in the fourth spot, ahead of BYD 383,000, Chery 247,800, and Geely 237,800.

Do you think this performance deserves a 'good job'?

Changan Qiyuan A07 

We need to speak fairly

209,100 units, showing a slight growth compared to May. What does that mean? Put three years ago, this is a number that could crush most joint-venture brands.

Even in today's fiercely competitive market, Changan remains one of China's top car players. Those who just fixate on 'Changan is down' without seeing anything else, might as well ask themselves — how many 4S dealers on the street downstairs from your home can sell 2,000 units in a month?

So, the first conclusion is clear: Changan's May sales are not face-losing, but quite capable.

But CheYu World also understands why the decline is watched. Because Changan sold 224,300 units last year at this time, 15,200 units less this year. A 6.78% year-on-year decline, in an opinion field of 'fight for first, don't ask for second', is indeed easily amplified. Plus, new energy growth was only 5.8%, lower than the industry average growth rate, so attracting attention here is not surprising.

 Deepal S07

Take it easy, let's calculate the accounts one by one

First, look at new energy. 92,400 units, accounting for 44.2%. Is this ratio high? Put last year at this time, Changan's new energy penetration rate was less than 35%.

Increased nearly ten percentage points in a year, do you call this 'failing to keep up with the rhythm'? That's called running forward. It's just that rivals on this track run crazier — BYD is fully new energy, penetration rate 100%; Geely and Chery are also scrambling to catch up.

Changan's 5.8% growth rate is indeed not high, but CheYu World believes you must know, Changan's fuel base still has CS75PLUS, Eado these 'cash cows' stably pumping blood. It is not 'All in' new energy walking on one leg, but both legs are exerting force. CheYu World believes, this 'steady progress' approach, in the current economic environment, is not necessarily a bad thing.

 Avatr 07L

Next look at overseas. 70,700 units exports, 38% year-on-year growth. Thailand, Middle East, Latin America, Europe, Changan's strides are quite large. Deepal overseas surged 167% in the first 5 months, indicating the overseas market is starting to recognize Chinese brand new energy products. Don't underestimate this 38%, when domestic market competition is heated, price wars kill until rivers of blood flow, overseas market is Changan's most reliable 'second battlefield'. Moreover, generally, cars sold overseas, profit margins are often higher than domestic by a margin. This deal, is worth it.

Finally look at brand structure. Qiyuan 34,528 units, Deepal 33,243 units, the two together nearly 68,000 units, supporting most of Changan's new energy.

Avatr 7,336 units, although number is small, average price over 300,000, is Changan's 'only seed' truly charging premium. Some say Avatr sells not good enough, but you must admit, the pure electric market above 300,000, originally is not about moving volume. Avatr can stabilize at over 7,000, plus Huawei intelligent driving support, this performance actually is not bad.

What really needs watching is the second half of the year — Avatr's new models can open the situation, can explain clearly 'why I am worth your buy'. Once this problem is solved, Avatr might take off.

Changan 

So does Changan have worries or problems?

Of course there are. Any large factory selling over 2 million units a year, cannot be perfect without flaws.

For example, one hidden worry, I feel it is not the 6.78% decline year-on-year, but the question of 'whether Qiyuan and Deepal actually have internal friction'.

Objectively speaking, these two brands may have some overlap in some aspects, such as, some model prices overlapping, target customers may also have some overlap, etc. In fact, this question, should have also caused Changan side to think. Changan needs to think clearly: Qiyuan and Deepal, who is the goalkeeper, who is the striker?

Another problem, is how Changan's 'new brand voice' story is told. This is not a product problem, might be a communication and positioning problem.

 The official might have also noticed this problem

CheYu World believes, Changan has technology, has capacity, has channels, but, Deepal, Avatr, Qiyuan, if building a brand story that allows consumers to 'remember at a glance, understand upon talking', might be a question worth the brand side thinking about. Of course, this is just personal opinion.

Its full year sales target, can it be completed? Changan 2026 overall sales target is 3.3 million units, 13.3% year-on-year growth; Among them new energy 1.4 million units, 26.2% year-on-year growth; Overseas 750,000 units, 17.7% year-on-year growth.

According to Changan announced data, this year Jan-May, its cumulative delivery amount 1.0122 million units, completion rate 30.7%. Meaning, Changan Auto needs in remaining 7 months, average per month complete 326,000 units.

Obviously, according to Changan current sales level, this should have pressure. But speaking back, CheYu World believes, these are not fatal injuries. For a car company selling 200,000+ units, still continuously expanding overseas, increasing new energy ratio, these problems at best called 'growing pains', not 'life or death crisis'.

Deepal 

I want to say a heart-to-heart words:

Do our requirements for Changan, is it a bit too high? Of course, this might be 'love is deep, criticism is sharp'. You always think it should be better.

209,100 units, put in any global car market, are numbers worth popping champagne. Chinese consumers are impacted by 'monthly sales 300,000', 'monthly sales 400,000' these numbers, seeing 200,000 feel instead unsatisfied. But you think calmly, globally car companies that can stabilize monthly sales over 200,000, counting on fingers are limited.

CheYu World believes, Changan is not without anxiety, also not without pressure or transformation pangs. It's just, the way it chose is not crying miserably, but quietly going overseas, quietly launching new, quietly doing new energy ratio to 44%. This 'working quietly on big things' spirit, instead makes me feel secure.

Of course, second half of the year exam is also key. Qiyuan and Deepal can step up again? Avatr can tell new stories? Overseas market can withstand trade barriers etc pressure? These problems, Changan itself inside might have number, we as bystanders, might as well give more patience.

Eado Classic Version 

Finally, I want to pass the microphone to you:

You think Changan current gameplay, is 'steady and sure', or 'too conservative'? If you are Changan planner, would you first solve Qiyuan and Deepal possible overlap or internal friction problem, or first tell Avatr, Deepal, Qiyuan stories through? Come comment section, we chat while eating sunflower seeds.

Finally, this article involves related data, sourced from brand official and authoritative media news, for reference only, specific details shall prevail according to official response. If there are typos etc caused information, data mismatch, as official information. Hope everyone view rationally, do not believe rumors, do not spread rumors.

Article Statement:

This article is CheYu World original article, Issue No. 14088, some images sourced from internet, marked source data and related materials all are cited. CheYu World original copyright owned, infringement will be pursued.