车型概览

Audi Q8 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充电节奏、通勤半径和使用便利。

价格落在 RM 361,135 - 467,285，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 e-tron 的购车预算可以先从 RM 361,135 - 467,285 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 467,285）、2025 50 quattro Advanced（RM 361,135） 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 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。 24.4 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 1633 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 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 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？适合把充电节奏、通勤半径和使用便利放在首位的买家。 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 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 361,135 - 467,285 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 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。

Nissan secara rasmi telah melancarkan Nissan Kicks baharu di Jepun. Berbeza dengan kereta silang yang dilancarkan di pasaran Thailand yang merupakan pengubahsuai mendalam berdasarkan model generasi pertama, model pasaran tempatan Jepun (JDM) ini adalah produk generasi kedua baharu yang telah diperkenalkan di Amerika Utara.

Ini mungkin reka bentuk yang dibuat dengan mempertimbangkan permintaan pasaran Amerika Utara, Nissan menyatakan bahawa inspirasi reka bentuk kereta baharu ini berasal dari helm bola sepak Amerika.

Menggunakan bahasa reka bentuk yang berani dari Nissan Serena, Nissan Kicks generasi kedua secara ketara menggantikan gril V-Motion ikonik jenama itu kepada gaya estetik yang lebih moden, blok dan tegas.

Di bahagian hadapan, bahagian hadapan muka menggunakan lampu siang yang diintegrasikan terus ke dalam jalur gril mendatar. Di bahagian belakang, kontur belakang ditakrifkan oleh garis tegak dan berbentuk geometri serta lampu belakang yang unik, ini mewujudkan kontras yang jelas dengan garis yang lebih lembut dan bulat pada model generasi pertama.

Masuk ke dalam kenderaan, interior Nissan Kicks generasi kedua dilengkapi dengan skrin berganda 12.3 inci dan mempunyai sistem hiburan dengan Google Services terbina dalam. Kerusi Gravi Sifar terkenal jenama ini kini tidak hanya ditawarkan untuk tempat duduk hadapan, tetapi juga dilanjutkan ke tempat duduk luar bahagian belakang. Untuk menyempurnakan pengalaman kabin, papan pemuka, konsol tengah dan panel pintu kenderaan semua dibalut dengan bahan lembut sentuhan seperti kulit sintetik dan fabrik.

Di bawah kap enjin, Kicks spesifikasi baharu Jepun kali pertama dilengkapi dengan sistem kuasa e-Power generasi ketiga jenama itu. Sebuah enjin tiga silinder 1.4 liter aspirasi semula jadi hanya berfungsi sebagai penjana untuk mengisi semula bateri dan membekalkan kuasa kepada motor pempacu hadapan, motor ini boleh menghasilkan kuasa maksimum 143hp dan tork puncak 315Nm.

Sebagai perbandingan, motor pempacu hadapan yang dilengkapi dengan sistem kuasa e-Power Nissan Kicks model lama hanya boleh menghasilkan 129hp dan tork 280Nm. Bersama dengannya adalah enjin tiga silinder 1.2 liter aspirasi semula jadi (82hp/103Nm), sama-sama hanya berfungsi sebagai penjana untuk mengisi semula bateri 2.06kWh dalam kenderaan.

Selain itu, kereta baharu juga menyediakan pilihan model dengan sistem pemacu roda penuh e-4ORCE. Versi ini menambah satu motor pempacu tambahan pada gandar belakang, boleh mengeluarkan kuasa 68hp dan tork 140Nm.

Semua model Nissan Kicks pasaran Jepun dilengkapi secara standard dengan set bantuan memandu ProPilot yang dikemas kini. Sistem pemantauan imej panoramik pintar kini memiliki pandangan lebar hadapan, fungsi penglihatan melalui kap enjin tersembunyi dan fungsi pandangan 3D. Untuk meningkatkan keselamatan sisi belakang, Nissan juga memperkenalkan fungsi seperti brek kecemasan pintar diperkukuh, intervensi titik buta pintar, amaran titik buta dan amaran trafik merentas belakang.

14 Jun, Upacara Serahan Kolektif Pemilik Berhormat Beijing Off-road dan Mesyuarat Pembelian Kumpulan 618 diadakan di Kedai Hongwen Xiamen, pengedar terbesar Beijing Off-road di wilayah Fujian, dengan penyerahan kenderaan dipusatkan untuk 8 kumpulan pemilik. Para pemilik meninggalkan jejak di dinding tanda tangan dan menerima kunci simbol kehormatan, wakil pemilik lama Tuan Xiong Wan menyatakan, memilih Beijing Off-road adalah memilih satu gaya hidup, juga kepercayaan terhadap jenama. Pemilik baharu pula mengiktiraf kekuatan produk BJ30, dasar pertukaran serta perkhidmatan profesional di kedai.

Sebagai model SUV Off-road Ringan yang paling pantas mencapai jualan sebanyak 150,000 unit di China, BJ30 Traveller memandatkan pengumpulan pakar Beijing Off-road selama lebih 60 tahun, dengan ciri utama "Super Off-road, Super Besar, Super Jimat". Bagi memajukan kesamarataan dalam kategori off-road, pihak pengeluar telah memperkenalkan dasar pertukaran seluruh model sebanyak 30,000 Yuan, dengan harga pertukaran serendah 69,900 Yuan bermula.

Dari aspek "Super Off-road", BJ30 Traveller dilengkapi dengan "Arsitektur Hibrid HEV '3 Enjin, 4 Penggerak, 6 Mod' yang terdepan dalam industri, menjadikannya model hibrid HEV pertama dalam kategori SUV Kotak. Kuasa tiga enjin terdiri daripada satu enjin khusus hibrid dengan kecekapan terma 41%, motor pemacu hadapan dan motor pemacu belakang, masing-masing pakar dalam penjimatan jarak jauh, pengisian kuasa serta-merta dan letusan serta-merta; pemacu empat pintar mempunyai kelajuan respons 30 milisaat, mampu memuncak tork puncak dalam masa 0.5 saat; enam mod operasi boleh memilih optimum secara automatik, dipadankan dengan cangkuk pusat tenaga, hadanan elektronik empat roda serta sistem kawalan semua teran ATS Pintar Elektrik, mampu menguruskan tanah liat, pasir dan keadaan jalan rumit dengan tenang.

"Super Besar" tergambar dari reka bentuk ruang. BJ30 Traveller menggunakan susunan 3 baris 7 kerusi, dengan jarak gandar 2820 milimeter, nisbah ruang hingga 66%, kapasiti tempat letak barang belakang mencapai 1496 liter, selepas kerusi belakang rata sepenuhnya dilipat boleh membentuk katil besar 1.92 meter. Ruang baris ketiga SUV Kotak Kelas B yang super lebar, walaupun orang dewasa setinggi 1.8 meter duduk masih luas; keseluruhan kenderaan mempunyai 38 ruang simpanan, memenuhi keperluan penyimpanan semasa perjalanan seluruh keluarga.

"Super Jimat" tertumpu pada kos penggunaan. Ujian praktikal terkini oleh vlogger kereta dari lima negara Afrika Selatan, Indonesia, UAE, Poland, Mexico menunjukkan, kecekapan bahan api per 100 km BJ30 Traveller di keadaan jalan setiap negara tidak melebihi 5 liter, jarak tempuh dengan satu tangki minyak melebihi 1,000 kilometer. BJ30 Traveller tiada keperluan mencari penyangkut pengecasan, bertolak serta selepas menyumbat minyak, boleh menjimatkan banyak masa pengisian kuasa setiap tahun, pemilik pertama juga menikmati jaminan hayat keseluruhan kenderaan, tiada bahaya keselamatan bateri voltan tinggi, suku cadang penyelenggaraan cukup, memastikan perjalanan tanpa risau.

BJ30 Traveller adalah SUV Kotak yang boleh menuju ke alam, juga kenderaan yang sesuai untuk perjalanan bandar. Aktiviti serahan kali ini bukan sahaja menunjukkan kesungguhan Beijing Off-road kepada pemilik, malah mengukuhkan lagi daya saing produknya dalam pasaran off-road ringan. Setakat ini, dasar pertukaran model ini sedang berterusan.

“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于北汽株洲超级工厂圆满举办。凭借出众的综合产品力,BJ30 旅行家成功斩获中国轻越野 SUV 最快达成 15 万台销量的亮眼成绩,全新年度版型 BJ30 旅行家高光版也同步正式发布。活动现场,品牌重磅推出 3 万元全系超级置换补贴,车型超级置换价 6.99 万元起,高光版置换价 8.29 万元起。央视财经全程直播拆解一台行驶里程达 15 万公里的实车,深入工厂探访制造流程,以权威视角鉴证车辆过硬品质,让北京越野六十余年越野造车底蕴与中国智造实力全面展现。

北汽集团副总经理、北京越野董事长张国富在现场表示,15 万台的市场成绩,是全球十五万用户给予 BJ30 旅行家的信任与认可,既是品牌销量增速的重大突破,更是万千用户共同铸就的品质丰碑。该车搭载的前沿 HEV 混动技术,不仅是北京越野深耕技术研发的优异答卷,更是中国自主汽车智造走向世界的有力宣言。

精准锚定多元客群,读懂 BJ30 旅行家核心用户画像

依托亲民定价、全能产品属性以及 “可城可野” 的全场景能力,BJ30 旅行家覆盖主流家庭用户、都市户外爱好者、务实实用型消费群体、预算友好型换车人群四大核心圈层,不同客群的用车需求与消费痛点,均被产品精准匹配,这也是其快速突破 15 万台销量的核心原因。

多人口家庭用户(核心主力群体)该群体年龄集中在 28-45 岁,以二胎家庭、三代同堂家庭为主,广泛分布于一二三四线城市,职业包含企业职员、公职人员、自由职业者等,家庭收入稳定,购车核心诉求围绕大空间、高舒适、高安全、低用车成本展开。日常需要接送孩子、陪同老人出行,节假日常组织全家长途自驾、走亲访友,对座位数量、储物能力要求较高。同时,作为家庭唯一或主力用车,他们格外看重车辆耐久性、燃油经济性与售后保障。BJ30 旅行家三排七座布局、2820mm 超长轴距、1496 升超大后备箱以及首任车主终身质保等优势,完美契合这类用户全家出行、长期省心用车的需求。

都市轻越野 & 户外爱好者(潮流增量群体)以 22-40 岁年轻白领、青年创业者为主,追求多元生活方式,厌倦单一的城市通勤,热衷露营、短途穿越、近郊探险等轻越野活动。他们偏爱方盒子硬朗造型,向往越野自由,但不会选择专业硬派越野车,既需要车辆兼顾城市代步的平顺与省油,又要求具备基础的非铺装路面通过能力。该群体注重车辆颜值、动力性能与科技配置,追求个性表达。BJ30 旅行家独有的 HEV 混动架构、智能四驱系统、潮改外观套件以及 64 色律动氛围灯等,兼顾越野实力、潮流颜值与驾乘乐趣,成为他们解锁户外生活的首选。

务实刚需 & 下沉市场用户(性价比导向群体)主要分布在三四线城市、县域及乡镇,年龄跨度 30-50 岁,包含个体商户、乡镇从业者等,购车预算区间集中在 7-14 万元,性价比、实用性、养护便捷度是首要考量因素。这类用户用车场景繁杂,车辆既要用于日常通勤、家庭代步,也会兼顾拉货、乡村路况行驶等用途,对车辆油耗、配件价格、维修便利性十分敏感。BJ30 旅行家百公里油耗不足 5 升、加油即走无需充电、配件充足、保养简单,叠加 6.99 万起的超低置换价与多重购车礼遇,大幅降低购车与用车门槛,精准击中下沉市场刚需。

置换升级用户(政策受益群体)涵盖全年龄段老车主,手中持有老旧轿车、老旧 SUV,有换车计划,希望以旧换新降低购车支出。该群体普遍注重车辆品质、口碑与保值率,换车时倾向选择空间更大、功能更全面、品质更可靠的车型。北京越野推出的3 万元不限品牌、不限车龄超级置换补贴,搭配五重尊享礼遇,直击置换用户核心诉求,而 15 万公里实车拆解所展现的耐久品质,也彻底打消其对新车可靠性的顾虑。

整体而言,BJ30 旅行家跳出传统越野车型小众化的局限,以 “家用 + 轻越野” 双定位打通大众市场,覆盖不同年龄、职业、城市层级的消费者,实现从单一功能代步车到全场景家庭伙伴的升级,这也是其用户圈层不断扩大的关键。

三大硬核实力打底,打造全场景出行标杆

依托北京越野六十余年越野技术积淀,BJ30 旅行家以超野、超大、超省三大核心优势,构建差异化产品竞争力,全面匹配各类用户的多元化用车场景。“超野” 是奔赴户外的底气。作为中国方盒子 SUV 品类首款 HEV 混动车型,该车搭载行业领先的 “三擎四驱六模 HEV 混动架构”。由 41% 高热效率混动专用发动机、前后双驱动电机组成三擎动力,分别适配长距离节能行驶、实时补能、瞬时动力爆发等不同场景;智能四驱系统响应速度仅 30 毫秒,0.5 秒即可输出峰值扭矩,配合能量中锁、四轮电子限滑与智电 ATS 全地形控制系统,轻松从容征服泥地、沙地等复杂路况,满足户外爱好者的轻度越野需求。

“超大” 是全家出行的从容。车辆采用三排七座布局,2820 毫米超长轴距搭配 66% 超高得房率,空间利用率拉满。1496 升大容量后备箱实用性出众,后排座椅纯平放倒后可化身 1.92 米休憩大床,无论是装载露营装备、儿童用品,还是长途途中临时休息都游刃有余。即便是身高 1.8 米的成年人,乘坐第三排也毫无局促感,全车 38 处精细化储物空间,妥善收纳各类随身物品,让多人口家庭出行告别拥挤与杂乱。

“超省” 是长久陪伴的保障。在用车成本方面,BJ30 旅行家实现省钱、省时、省心三位一体。此前南非、印尼、阿联酋、波兰、墨西哥五国汽车博主联合实测,该车百公里油耗均控制在 5 升以内,一箱油续航里程超 1000 公里。作为 HEV 混动车型,它无需依赖充电桩,加油即可正常行驶,每年可为用户节省数十小时补能时间。同时,首任车主可享受整车终身质保,高压电池包安全稳定,车辆保养简便、配件供给充足,从根源上降低长期用车风险与开销,契合家庭用户与务实用户的核心诉求。

可城可野、全能均衡的产品特质,让 BJ30 旅行家既能胜任日常城市通勤,也能陪伴用户奔赴山野,在同质化严重的轻越野 SUV 市场中脱颖而出。

高光版全面进阶,颜值、性能、体验再升级

值此十五万台下线的重要节点,北京越野顺势推出年度全新版型 ——BJ30 旅行家高光版,在原有三大硬核优势基础上,实现高光颜值、高光性能、高光体验三大维度全面跃升,进一步丰富产品矩阵,满足追求更高品质、潮流体验的细分用户需求。

高光颜值,适配全年龄段审美。高光版延续经典方盒子造型,硬朗的越野气场与精致的车身线条相得益彰。专属五阙星环贯穿灯组辨识度十足,全套电感潮改套件、定制星环轮毂与同色运动保险杠,打造动感潮流姿态;车内配备全新橙色内饰与金属纹理饰板,质感层次丰富,兼顾潮流个性与居家温馨,无论是年轻用户追求的潮流风格,还是中年用户偏爱沉稳质感,都能一一满足。

高光性能,动力与耐久双向突破。硬件配置的升级让车辆综合实力再上台阶:新车换装高性能 AGM 专用电瓶,循环使用寿命达到普通电瓶的 3 倍,耐用性大幅提升;搭载保时捷同款涡轮增压技术,整车充电效率高达 99%;后电机功率从 55 千瓦提升至 70 千瓦,路口起步、匝道汇入、紧急避让等场景下动力响应更加迅猛,操控安全性与驾驶乐趣同步升级。

高光体验,打造移动舒适会客厅。相较于普通 SUV,高光版车身高度优势明显,行车视野更加开阔。车辆配备座椅加热、座椅通风、方向盘加热等实用功能,四季驾乘皆舒适惬意;智能感应雨刷可联动自动关窗,雨天出行更便捷;64 色氛围灯支持音乐律动模式,营造沉浸式驾乘氛围。细腻贴心的配置,让城市通勤、长途自驾都变成一种享受。

多重福利重磅加码,诚意降低购车门槛

为回馈十五万车主的信赖与支持,北京越野正式推出 3 万元超级置换政策,不限品牌、不限使用年限,置换用户与新购用户均可享受补贴福利。在此基础上,品牌叠加五重尊享礼遇,限时下订即可全部解锁:第一重质保礼,为首任非营运车主赠送价值 6000 元整车终身质保;第二重金融礼,提供 0 首付等多种灵活金融方案,缓解购车资金压力;第三重呼朋礼,老客户转介绍成功成交,可领取至高 800 元京东卡;第四重升级礼,全系车型享受终身 OTA 免费升级,车机功能持续更新迭代;第五重流量礼,基础流量终身免费,娱乐流量 2 年免费且不限量。

恰逢世界杯赛事举办,品牌同步开启 “燃情世界杯,高光赢大奖” 主题活动。消费者前往全国任意授权门店购车,即可获得赛事竞猜资格,若精准命中世界杯冠军与决赛比分,还能额外享受 5 万元购车补贴,多重福利叠加,诚意十足。

央视权威拆车鉴证,智造品质经得起考验

真正的硬核实力,无惧严苛实测。发布会现场,北京越野联合央视财经,对一台行驶里程达 15 万公里的 BJ30 旅行家进行全网首次拆车直播。15 万公里的行驶里程,基本等同于普通家庭近十年的用车里程,拆解结果直观展现了车辆出色的耐久品质:发动机涡轮积碳极少,动力输出依旧充沛;变速箱外壳无渗漏,内部齿轮几乎无磨损;电池包状态完好,不存在鼓包、漏液、性能衰减等问题;底盘副车架、悬挂摆臂无锈蚀、渗油现象,整体规整度与新车相差无几。实测证明,BJ30 旅行家用料扎实、工艺精湛,长期使用故障率低,能够有效减少维修成本,拉长换车周期,为用户带来长久安心的出行体验。

央视镜头还深入北汽株洲超级工厂,揭秘卓越品质的制造源头。焊接车间数百台机器人全自动化作业,涂胶误差不超过一根发丝,筑牢车身安全骨架;五千多吨巨型冲压设备一体成型车身板材,造就流畅硬朗的车身线条;喷涂车间采用全自动机器人喷涂与环保水性漆,有害物质挥发量大幅降低,新车无异味,漆面耐晒、耐腐蚀能力更强。工厂每一道工序均设置严格品控关口,从生产源头保障每一台下线车辆的品质达标。

十五万份热爱,奔赴全新高光。从十五万台下线的销量里程碑,到高光版焕新上市,北京越野始终坚守 “越野平权” 理念,以专业越野技术、贴合用户需求的产品设计、亲民的定价策略,让轻越野生活走进万千家庭。未来,北京越野将持续丰富产品矩阵,依托 BJ30 旅行家、BJ40 增程长续航版等多款精品车型,陪伴不同圈层的用户驰骋城市、畅游山海,携手每一位车主奔赴更多精彩的高光旅程。

Recently, NEVO Q05 officially went on sale in Thailand, ranging from 629,900 to 709,900 Thai Baht, with a limited-time promotional price starting from 599,900, equivalent to approximately 120,000 to 140,000+ RMB.

Take a look, this car that starts at 79,900 in China, has a considerable premium when exported abroad.

We will analyze Changan's export strategy later, let's talk about the foundation first.

15,814 units domestically in a single month of April, this number is a real market vote, not a presentation PPT.

The roadmap ahead is even bigger! Uzbekistan in June, Indonesia and Central/South America in August, Europe in October.

An EV compact SUV under 100,000, wanting to conquer the European market, quite bold.

Why can it sell well domestically?

120kW motor paired with a 51.9 kWh CATL battery, CLTC range 462 km, 3C fast charging adds 120 km in 15 minutes, also includes 6.6kW external discharge, this configuration forms a certain dominance advantage in the 70,000 to 100,000 price range.

0 to 100 km/h acceleration takes 8.2 seconds, don't complain it's slow, do you need a supercar start to take a family of three to the supermarket? Enough for home commuting scenarios, those seeking performance thrill go elsewhere.

Body dimensions 4435x1855x1600 mm, wheelbase 2735 mm, drag coefficient as low as 0.265Cd, Digital Intelligence Wing 2.0 exterior, horizontal DRL paired with closed grille and LED headlights on both sides, visibility on the road is considered up to standard.

Wild Green, Flowing Gold Purple, Moonlight Silver, three colors, everyone should prepare the budget before choosing colors.

Speaking of interior, 14.6-inch central control screen paired with 10.17-inch LCD instrument cluster, TSMC Dimensity P1 Ultra 4nm chip as the base, 24GB RAM, system smoothness is supported by hardware foundation, daily touch rarely lags.

540L trunk plus 90L underfloor hidden compartment, rear seats folded expandable to 1380L, theoretically enough for weekend camping hauling.

Supports CarPlay and HiCar, can also link with Haier home appliances, the function of remotely turning on home AC during the drive, how rigid this need is, everyone think it over before deciding.

Real owner feedback cannot be skipped, this is the part dealers won't tell you actively.

Infotainment system occasionally black screens and automatically recovers after about one minute, specific reason official has not given clear explanation, black screen suddenly while driving on the road, experience cannot be called pleasant.

Chassis suspension tuning is soft, cornering roll feel is obvious, slight seasickness feel on bumpy roads, this is a rule-based issue consistently reported by multiple owners, not an isolated case.

All trims have no steering wheel heating, no HUD head-up display, driver seat has no memory, couple takes turns driving, every time entering car must readjust seat position, after three years waist muscles can get worked out.

Highway wind noise control is average, noise is obvious when speed limit 100 km/h.

Infotainment app ecosystem is somewhat closed, downloadable software is limited, users who like to tinker with third-party apps will hit boundaries.

These are things said by people who spent real money to buy the car, take note.

This move in Thailand, a detail many media did not analyze thoroughly.

NEVO Q05 is not simple export trade, it is local production in Rayong Province, Changan Thailand factory has invested over 10 billion Thai Baht, Q05 is the second locally assembled model.

Local production means avoiding high import tariffs, means supply chain stability and localized after-sales response speed, this is the true fundamental base to stand firmly overseas, much more solid than just shouting sales targets.

In the Thailand battlefield, BYD Yuan UP (called ATTO 2 overseas) brand penetration is quite deep, Leapmotor B10 pricing tactics are fierce, there are also Thailand-specific models like Jaecoo 5 EV defending.

Where is Q05's differentiation card?

Space advantage brought by 2735 mm wheelbase is persuasive in same class, 3C fast charging belongs to opening move in SE Asia market where charger density is not high, assisted driving with LiDAR still has scarcity in this price range.

Shortcomings are also direct, brand name recognition in Thailand has limited accumulation time, service outlets are still being laid out, local reputation settlement needs time, these three product strengths cannot be made up, can't rush.

Follow-up October to tackle Europe, that barrier regarding safety regulations, charging standards, localization certification requirements are far higher than Southeast Asia, this is the real hard battle, worth continued attention.

Folks preparing to buy domestically now, 74,900 to 104,900 fixed price plus trade-in subsidy, combination of space and configuration downsizing has competitiveness in same price range.

Remember three things before buying!!!

First is range shrinkage in Northern winter is a common EV disease, Q05 also needs to leave margin.

Second is chassis is soft, make sure to test drive on bumpy roads for at least 15 minutes before buying.

Third is infotainment ecosystem is closed, people who like to tinker with third-party software should think carefully before deciding.

This matter of going out, behind it is the entire Chinese supply chain validating itself.

 On June 12, the BJ30 Traveler 150,000 units production line-off ceremony and Highlight Edition launch event themed "150,000 Loves, Shining Arrival" grandly kicked off at the BAIC Zhuzhou Super Factory. To promote off-road equality and enable thousands of families to easily embrace light off-road life, the BJ30 Traveler full series heavily launched a 30,000 yuan Super Trade-in Subsidy, with full series super trade-in prices starting from as low as 69,900 yuan; the new annual model BJ30 Traveler Highlight Edition appeared on stage simultaneously. Positioned as a professional light off-road SUV, it comprehensively advanced in three dimensions: appearance, performance, and driving experience, with its super trade-in price starting from 82,900 yuan. At the event, Beijing Off-Road partnered with CCTV Finance to conduct the internet's first 150,000-kilometer real vehicle disassembly live stream, verifying the vehicle's hardcore quality through intuitive testing, and demonstrating the product's reliable strength to all online consumers.

Zhang Guofu, Deputy General Manager of BAIC Group and Chairman of Beijing Off-Road, stated on site: "The BJ30 Traveler has already become the model that reached 150,000 units in sales the fastest in the domestic light off-road SUV field. The outstanding 150,000-unit achievement represents the trust of the market, industry, and global users. This is not only a breakthrough in sales speed, but also a quality benchmark jointly forged by 150,000 users. It is not only an excellent answer sheet of Chinese HEV hybrid technology, but also a strong voice sent by Chinese Smart Manufacturing to the world."

150,000 User Recognition, Forging a Monument of Product Strength

Relying on Beijing Off-Road's sixty-plus years of off-road technology accumulation, the BJ30 Traveler relies on Super Wilderness, Super Large, Super Savings three core advantages, gained the favor of 150,000 users globally, firmly standing in the first echelon of domestic light off-road SUVs.

Super Wilderness Strength, Calmly Conquering All-Scenario Road Conditions

The BJ30 Traveler is equipped with the industry-leading Three-Engine Four-Wheel Drive Six-Mode HEV Hybrid Architecture, and is also the first Boxy SUV in China equipped with this hybrid system, filling the blank in the sub-market. This architecture consists of a hybrid-dedicated engine with a thermal efficiency of 41%, front and rear dual drive motors, forming a three-engine power combination, respectively adapting to different working conditions such as long-distance energy saving, immediate energy replenishment, and instantaneous acceleration; the intelligent four-wheel drive system response is only 30 milliseconds, 0.5 seconds to release peak torque, cooperating with six intelligent operating modes, can automatically match the optimal power scheme. The vehicle is also equipped with Electronic Center Differential Lock, four-wheel electronic limited slip and Intelligent Electric ATS All-Terrain Control System, even when facing muddy ground, sand ground and other complex road conditions, can also travel steadily, allowing users to rush to the mountains and fields at will.

Super Large Space, Unlocking Family Car Usage Freedom

The new car adopts a three-row seven-seat layout, paired with a 2820mm ultra-long wheelbase, space utilization rate reaches up to 66%, practicality maxed out. 1496L super large trunk space, after rear seats flat folded can turn into a 1.92-meter large bed; wide B-class size third row, even if adult 1.8 meters tall sitting also comfortable and free. The whole car sets 38 places refined storage spaces, small items can be orderly stored. Spacious and flexible space performance, perfectly adapting to family travel, long-distance self-driving, outdoor living and other multi-scene, letting every passenger enjoy comfortable travel.

Super Savings Experience, Worry-free Car Usage Throughout

In terms of car usage cost, BJ30 Traveler realizes saving money, saving time, saving worry three-in-one. Previously, from South Africa, Indonesia, UAE, Poland, Mexico five countries automotive bloggers joint test, this car 100km comprehensive fuel consumption controlled within 5L, full oil range easily breakthrough 1,000 kilometers. As HEV hybrid model, vehicle no need to rely on charging piles, refueling and can depart, each year can save dozens of hours energy replenishment time. At the same time, first owner can enjoy whole vehicle lifetime warranty, high voltage battery pack safe and stable, vehicle maintenance convenient, parts supply sufficient, completely dispel user car usage worry.

Can city can wild, all-around balanced product characteristics, let BJ30 Traveler jump out of homogeneous competition, become the preferred ride balancing city commuting and outdoor light off-road.

Brand New Highlight Edition Debuts, Three Dimensions Comprehensive Upgrade

Coinciding with the important node of 150,000 units line-off, Beijing Off-Road heavily launches BJ30 Traveler Highlight Edition. The new car on original hardcore product power basis, realize Highlight Appearance, Highlight Performance, Highlight Experience all-round upgrade, create more charming light off-road travel ride.

Highlight Appearance, Trendy Styling Adapts to Diverse Aesthetics

The new car continues classic Boxy body shape, hardy off-road aura and exquisite body lines complement each other. Signature Five Gates Star Ring through light group identity full, with full set of E-Tech trendy modification kit, exclusive star ring wheel hub and same color sport front and rear bumper, trendy flavor maxed out. Inside new exclusive orange interior with metal texture trim, texture and layer double improvement, whether young group or family users, can find exclusive love from it.

Highlight Performance, Dual Advancement of Power and Durability

Brand New Highlight Edition Debuts, Three Dimensions Comprehensive Upgrade

Coinciding with the important node of 150,000 units line-off, Beijing Off-Road heavily launches BJ30 Traveler Highlight Edition. The new car on original hardcore product power basis, realize Highlight Appearance, Highlight Performance, Highlight Experience all-round upgrade, create more charming light off-road travel ride.

Highlight Experience, Creating Mobile Comfortable Cockpit

BJ30 Traveler Highlight Edition body height is better than conventional SUV, driving vision open and clear. Seat heating, seat ventilation, steering wheel heating and other comfort configurations all in place, balancing four seasons car usage needs; equipped with automatic wiper sensing system, rainy day can automatically close car windows, details show thoughtful. Inside 64 color ambient light can follow music rhythm switch, create immersive driving and riding atmosphere, turn carriage into warm and cozy mobile leisure...

Internet's First Disassembly of 150,000km BJ30 Traveler, CCTV Verifies Real Quality

In order to return 150,000 owners accompanying and love, Beijing Off-Road launches "30,000 Super Trade-in Policy", trade-in users and new purchase users can enjoy. On 30,000 yuan Super Trade-in Policy, Beijing Off-Road also brings five levels premium privileges, limited time place order can enjoy:

First level, warranty gift: give gift value 6,000 yuan whole vehicle lifetime warranty (limit first non-operational car owners);

Second level, financial gift: 0 down payment and other financial products available;

Third level, call friends gift: old customers transfer introduction completed, reward up to 800 yuan JD card;

Fourth level, upgrade gift: full series lifetime OTA free upgrade;

Fifth level, traffic gift: basic traffic lifetime free, entertainment traffic 2 years free and unlimited.

At this World Cup opening, BJ30 Traveler Highlight Edition also limited time open "Passionate World Cup, Highlight Win Big Prize" activity: in the country any authorized store car purchase, can get betting qualification, accurately hit World Cup champion and final score, again enjoy 50,000 yuan car purchase subsidy.

True strength does not fear strict scrutiny. Launch event site, Beijing Off-Road with CCTV Finance, on driving 150,000 kilometers BJ30 Traveler conduct disassembly live stream, with real car condition show durability quality. At the same time, lens deep visit BAIC Zhuzhou Super Factory, witness Chinese Smart Manufacturing how from source guard every car's excellent quality control.

150,000 kilometers equivalent to ordinary family nearly ten years of usage mileage, BJ30 Traveler after disassembly: engine turbo clean carbon deposit very little, power output still abundant, transmission shell complete not leak oil, internal gear also no wear pit, power system state excellent; battery pack no bulge, leak liquid, internal degraded decay situation, long use no worry about battery aging fault; sub frame, suspension swing arm no rust, leak oil leak oil problem, whole chassis flatness, order and new car difference very small, passive safety protection always online. This live stream use lens prove, BJ30 Traveler material solid, craft reliable, durability outstanding, can give user bring lower repair cost, longer car replacement cycle, and every travel peace of mind feeling.

Beijing Off-Road also with CCTV Finance deep into BAIC Zhuzhou Super Factory, from manufacturing source reveal BJ30 Traveler excellent quality behind logic. In welding workshop, hundreds of robots coordinate operation, one hundred percent automation, glue coating error not exceed a hair, guarantee car body skeleton more strong, anti-impact, anti-deformation ability stronger, walk rotten road no abnormal sound, collision time safer; In stamping workshop, 5,000 plus tons giant stamping equipment one time press shaped car body plate, guarantee car body uniform and neat, lines smooth, good looking high appearance appearance derived from high precision stamping base; In painting workshop, dozens of robots automatic painting, matching eco-friendly water paint, harmful pungent volatile matter reduce 60% more than, new car no strange smell, elderly children ride more peaceful, paint surface also more sun-resistant, more corrosion-resistant. At the same time, every process is set up quality control check gateway, guarantee every line off BJ30 Traveler all quality reach standard, let user buy confident, drive solid.

150,000 Loves, Shining Arrival. As off-road family, Beijing Off-Road with multi-product matrix precise layout, committed to let different need users can find most fit travel partner. BJ30 Traveler Highlight Edition with extreme product power and sincere price, let every love not be betrayed, let every departure be sparkling; BJ40 Extended Range Long-Range Edition then with "City and Wilderness Extremely Safe" hardcore strength, accompany users rush to wider world. Future, Beijing Off-Road will continue with car owners shoulder to shoulder, rush to next journey mountains lakes seas, together go every highlight moment.

At the beginning of June, all car companies announced their May sales data. Since entering the second quarter of 2026, sales for each brand have generally been steadily increasing.

It is still the familiar two giants, BYD and Geely. May sales figures were respectively383,453 units and237,637 units.But in my personal opinion, their export data is even more worth our attention.

First, looking at BYD's part, in May their passenger cars and pickupsold 160,177 units overseas, an increase of 80.7% year-on-year; cumulative sales from January to May reached 614,470 units.

Geely similarly performed excellently,May overseas export sales volume was 85,144 units, a year-on-year growth of 184%.

Actually, many readers should know, BYD's 'ATTO 3' which is the overseas version of the Yuan PLUS, and their pickup model 'BYD SHARK' sold quite well overseas.

But in fact, BYD sells more than just these products overseas, and BYD's big weapon 'Flash Charging Technology' is also still in the initial layout stage overseas.

They plan to scale up about 6,000 megawatt flash charging stations overseas by the end of 2026, simultaneously exporting flash charging models equipped with second-generation Blade Batteries.

As for Geely, their premium brand Zeekr has recently been shining overseas, not only is Zeekr 9X very popular in the Middle East market, but the video of 'Zeekr 8X Beating Ferrari' is also widely circulated on the foreign internet.

Including in some lower-tier markets, models like Emgrand, Xing Yuan are also opening up recognition, Chinese car exports can be said to be welcoming a new stage.

According to data released by CPCA,in 2025 China's car exports reached 8.32 million units, a year-on-year growth of 30%; new energy vehicle exports in 2025 totaled 3.43 million units, a year-on-year growth of 70%.

Time has come to 2026, January to March China's car exports reached 2.34 million units, year-on-year growth of 53% compared to the same period in 2025. Combining this data and the current situation, see,I think China's car export volume in 2026 is expected to break through 10 million units.

Everyone says the economy is bad now and no money to buy cars, so why are car companies constantly launching new cars? Yes, one important reason is that Chinese car export business is growing rapidly.

Although the domestic car market has already tended towards saturation, the overseas market is still very vast, and Chinese cars are very competitive.

From CPCA's Cui Dongshu's article we can see, Chinese cars are exported in large quantities to countries such as Russia, Brazil and Mexico, and like the UK, Belgium and Italy in Europe, are also important export regions for Chinese cars.

Besides new cars, exporting used cars is also a big trend.

Domestically, the penetration rate of new energy vehicles long exceeded 50%, but it is not so overseas. In recent one or two years, while domestic consumers use replacement subsidies to buy new cars, a large number of fuel cars flowed into the used car market.

But the market cannot timely digest this part of inventory, therefore many used car merchants chose to export some 'Global Models' with relatively good condition to overseas, especially Asian, African, and Latin American countries, they have a huge demand for such products.

It is not hard to see, in the long term in the future, Chinese car exports will be a very big trend. If friends are interested, they might try to enter this industry, maybe there will be good development prospects.

So how are the major car companies laying out? If friends pay attention to this side should know, new force car companies actually attach great importance to export business.

Take the familiar 'NIO, XPeng, and Li Auto' as an example, NIO had already laid out the overseas market as early as 2021, and also built charging swap stations in parts of Europe and the Middle East.

But NIO's current main focus is still on consolidating the domestic market. Indeed NIO just recently 'got better', there is not enough financial strength and energy to cope with overseas challenges, so NIO's going global speed slowed down in 2026.

But with the help of ES8 and ES9, NIO basically passed the most difficult moment. I think it is time for them to work harder on new car going overseas.A car like Firefly is very suitable for the European market, at the same time, it is already being sold overseas, I think more can be done with it.

And XPeng Motor, for example, 2025 delivered over 45,000 new cars overseas, business covering 60 countries and regions globally.

At the same time, they have also set up 3 production bases overseas, to cope with challenges in tariffs and manufacturing costs. As early as July 2025, the Indonesia base was completed and started production; September Graz, Austria factory started European localization production; December Malaysia base was also completed.

Even they set such a grand goal as 'achieving half of sales from overseas by 2033', believe XPeng has the opportunity and ability to complete it.

But among new force brands, the one with the biggest potential I think is still Leapmotor.

Nowadays Leapmotor in the domestic market can be said to be on a strong trend, continuously gaining the title of sales champion among new force car companies,and in the overseas market it relies on Stellantis Group's sales network, at extremely cost-effective prices achieved good results in the European market.

2025 Leapmotor export volume reached 67,052 units, and in 2026 I think this data is expected to improve further, after all, if they want to achieve the goal of 'millions of annual sales', overseas market naturally cannot be ignored.

Of course, there are also some new force car companies whose export business started relatively slowly.

For example, Li Auto officially started export business only in 2025, but their products were sold overseas via 'parallel export' very early, and also received good reviews.

For example, Xiaomi Motor which sold very well domestically, plans to start export business only in 2027, but according to Xiaomi Tech's layout and influence overseas, I think Xiaomi Motor also has the opportunity to sell hotly.

However, the continuous increase of Chinese car export volume is not entirely the credit of 'Chinese brands', many joint venture brands' models produced in China exported overseas also counts as Chinese car export.

This includes products produced by Tesla China factory, and models from brands under SAIC like MG, Chevrolet, etc.Some joint venture brands' products may not be welcome domestically, but placed in the overseas market that is a 'blockbuster'.

This also explains why some brands' presence domestically is not quite high, but when statistics sales data is not considered bad.

Overall, the increase in Chinese car export volume is very beneficial for promoting economic circulation, can promote the inflow of foreign exchange, provide support for reviving the economy.

And independent brand car companies should also attach more importance to export business, only then can they open up a larger market.So which car company is the biggest winner now? I think some readers should be able to guess, it is Chery Motor.

May 2026, Chery Group sold 247,823 cars, year-on-year increase of 20.5%. Among them, group new car exports were 181,871 units, year-on-year growth of 80.5%, and broke Chinese car single-month export record for three consecutive months.

In the full year of 2025, Chery Motor exported new cars totaling 1,344,020 units, a year-on-year growth of 17.4%; cumulative car exports 5.85 million units, ranked first in Chinese brand passenger car exports for 23 consecutive years.

Although I often criticize Chery's product sequence is chaotic, it is precisely the sufficiently rich product sequence that allows Chery to do well in different countries, plus early layout, let Chery Group become the unquestionable 'Chinese Brand Car Company Export No. 1'.

Nowadays the iteration speed of new cars has become incredibly fast, many friends might think 'Why are there so many people wanting to buy cars'? But after understanding this car export matter, everyone should have a new understanding.

Car companies releasing new cars is not just for the domestic market, it is also a layout for overseas business.

The domestic new car market indeed has already tended towards saturation, but if we look further and wider, from a global perspective, isn't the market very vast?

Everyone can perceive that now is no longer the period of economic upward trend, in the situation where the real estate industry has cooled down, we need a new pillar industry.

For the domestic market, the automotive consumption industry is the choice made by the 'Invisible Hand'. So in your opinion, will car export business be a new trend?

((The above content represents only personal opinion))

Recently, the 212 off-road vehicle's Ring-Tar rally closing ceremony was held in Qingdao. Famous sports event host Han Qiaosheng, professional race car driver Han Wei, manufacturer team drivers, user team drivers, and technical logistics teams—this group of people who just returned from a 7,500-kilometer extreme journey—did not wear suits, yet stood as the most authentic scene in the off-road market. A closing ceremony, organized by 212, became a brand manifesto: Don't pile specs on me; only daring to drive the car into Ring-Tar counts as true confidence.

Strictly speaking, 212's Ring-Tar report card was mailed out starting from June 1st. But more worth the industry's attention than the final ranking is the content quality of this report card.

This year's Ring-Tar Rally total mileage is 7,500 kilometers, with 3,400 kilometers in special stages, desert proportion exceeding 60% for the first time, ground temperature highest exceeding 60°C. T2.1 mass production group race rules stipulate vehicles retain original mass-production chassis and powertrain, engine, transmission, and chassis core components are completely consistent with the retail version. Any new automotive force understands: this is not a showground, but a genuine all-condition extreme test field.

It was exactly on such a racecourse that the 212 team participated with mass-produced T01s in near-original factory status, facing a group of opponents equipped with 3.0T large-displacement power, completing a "2.0T vs 3.0T" cross-level challenge. In the four key stages SS10 to SS13 of the latter half of the race, the team sequentially achieved excellent results of two championships and one runner-up. It is worth noting that in SS5 "Devil Stage" with a pass-out rate exceeding 30%, both 212 car groups finished smoothly. Finally, 212 became the only brand in the T2.1 mass production group manufacturer team to achieve 100% completion for all members, and won the group runner-up.

This was not achieved by luck. The Gobi, sand ridges, crossover axles, and shell pits of the Ring-Tar venue will not cooperate with any brand's press release. Being able to finish the race is itself the hardest-core product power certification.

Returning to the technical dimension, the T01's performance is worth digging deeper.

The powertrain used by the participating vehicles is no different from the civilian version: 2.0T engine matched with ZF 8AT transmission, combined with BorgWarner large transfer case, in 4L mode torque can be amplified 2.64 times. This means all climbs, towing, sandy starts experienced during the 7,500-kilometer race—every throttle press, is the same system that ordinary consumers step on when test-driving at a 4S dealership.

At the chassis level, the T01 adopts a body-on-frame structure with front and rear solid axle architecture, specially tuned for Ring-Tar extreme road conditions. From track feedback, this architecture shows outstanding torsional resistance when carrying heavy loads crossing obstacles, maintaining stable body posture on high-intensity bumpy sections. The whole vehicle uses galvanized body panels, showing no significant rust issues after scraping on Gobi gravel. Reinforced passenger compartment structure brings a 16% increase in top load-bearing capacity, combined with cage body, 540° panoramic image, and emergency call rescue functions, completing the two-way verification of off-road performance and safety configuration.

Feeding back nearly 10,000 kilometers of extreme condition test data into product development is the most direct implementation of 212's "Racing Promotes Research" concept—rather than doing high-cost simulation in the laboratory, it is better to let the product run out the answer in the Gobi.

But the core that the industry should truly focus on is 212's second-layer layout beyond the races.

At the celebration scene, 212 announced that Ring-Tar modification kits are about to land on the official mall, covering chassis armor, anti-slip rims, off-road tires, and extraction and recovery equipment. If participating in Ring-Tar is a technical verification, then the launch of modification kits is to make verification results reach end users. For a long time, the domestic off-road modification market has been dominated by third-party accessories, with accessory compatibility and reliability lacking systematic testing. The landing of original factory race kits, to some extent, is regulating the segmented after-market, promoting off-road modification from non-standard to standardized.

Deeper changes lie in the reconstruction of user participation mechanisms. 212 simultaneously launched the 2027 Ring-Tar user driver recruitment plan, and will work together with professional race car driver Han Wei to establish a Champion Off-road Training Academy, providing systematic pre-race guidance and racing opportunities for ordinary users. This points to a larger industrial proposition: shifting from the past single "car selling logic" to a "Product-Race-Service" trinity industrial loop that relies on race iteration upwards and extends modification accessories and driving training services downwards.

212 Off-road Vehicle Marketing General Manager He Zhaopeng stated at the celebration scene: "212 wants to popularize off-road culture, giving more people the opportunity for that seed about distance and dreams in their hearts to take root and sprout." Behind this sentence is a complete operating logic: establishing trust and credibility through races, lowering entry barriers and cultivating user assets through training, taking over consumption demands through official modification kits—every step is building a user mind entry unique to 212.

212 also announced future race plans. The 2027 Ring-Tar Rally will continue to become a core schedule, Dakar Rally, Malaysia Sabah International Rainforest Race, Alxa T3 Challenge and a series of domestic and international top-tier races are all in the planning. Worth noting is that in the early 2026 Dakar Rally, the T01 as a support car successfully escorted the team to finish the race with 26th place in the Car Group and first place in the Chinese Team. From Dakar to Ring-Tar, from desert to rainforest, the expansion of the race map means the product will be tested in more extreme environments, and technical accumulation will continue to iterate accordingly.

For 212, Ring-Tar is not the end, but a new starting point. This report card opened in June this year will, in the upcoming global race map, use longer tracks and more complex road conditions to test the true color of a brand moving from "National Memory" to "World Symbol".

The most interesting thing about this closing ceremony is that it did not stay on a report card. 212 turned Ring-Tar from a "Race" into an open, uncut launch site, and then returned the technology results verified on the race track to users. In this era of excessive packaging in automotive marketing, this "no more acting, laying cards on the table" posture might be more persuasive than any advertisement.

From its birth in 1955 to 2026, Shanghai's automotive industry has evolved from nothing to something, from weak to strong. Guided by the "Understanding Cars, Understanding You Better" philosophy, it has formed a flourishing scenario with independent and joint ventures, passenger and commercial vehicles, and domestic and overseas markets.

On May 28, 2026, the "Global 100 Millionth User Delivery Ceremony" of SAIC Group was held at the Shanghai North Bund World Living Room. Over ten vehicle brands and nineteen models under SAIC coordinated globally through "Global Relay Delivery." SAIC Group thereby became the first Chinese automotive enterprise to accumulate production and sales exceeding 100 million vehicles, creating a new milestone.

In 1955, the Shanghai Internal Combustion Engine Parts Manufacturing Company was established, marking the start of Shanghai's automotive industry. In 1958, workers hammered out the first "Phoenix" sedan, achieving a "zero breakthrough" in Shanghai sedan manufacturing. For over seventy years, SAIC has witnessed and promoted the entire process of China's automotive industry evolving from nothing to something, from weak to strong: In 1983, the Santana rolled off the line, opening joint venture cooperation; In 1997, Shanghai GM was established, creating the "Shanghai Speed" of building a factory and producing cars in 23 months; In 2006, the independent brand Roewe was born, and in 2016, the world's first internet car, Roewe RX5, was launched; In 2020, the intelligent electric brand IM Motors was established.

Running through this journey is the "Understanding Cars, Understanding You Better" user philosophy that SAIC has always upheld. From the Santana localization community to Joint Venture 2.0 technology co-creation, from internet cars to full wire-controlled chassis, solid/semi-solid batteries, and AI large models in cars—every leap forward is an upgrade in "Understanding Cars" capabilities and an inheritance of the original intention of "Understanding You".

SAIC Group Global 100,000,000th User Delivery, IM LS9 Hyper

The 100 millionth vehicle delivered by SAIC Group is the IM LS9 Hyper, a masterpiece consolidating over 70 years of SAIC's technical accumulation: It is equipped with next-generation chassis technology, featuring the first-in-class full wire-controlled four-wheel steering system; next-generation intelligent driving hardware, including 520-line ultra-view LiDAR and NVIDIA Thor chips; next-generation powertrain system—global 800V high-voltage platform and Star Super Range Extender. This car also fully reserves the capability for continuous evolution towards L3 and above advanced intelligent driving. At the same time, the IM LS9 Hyper adopts the SAIC Gold Label Hurricane Three-Motor for the first time, joining the 3-second 0-100km/h club; it also jointly launched the "Intrinsic Security" technology with Purple Mountain Laboratory globally for the first time, expanding automotive safety boundaries from "Physical Security" to "Information and System Security," serving as an essential safety cornerstone for the AI era.

Behind the 100 million vehicles is SAIC's full value-chain closed loop covering six major sectors: complete vehicles, parts, mobility and services, finance, international operations, and innovative technology. From January to April 2026, SAIC accumulated sales of 1.302 million vehicles, ranking first in sales among Chinese automakers for four consecutive months. Among them, independent brand sales were 910,000, accounting for nearly 70%; new energy vehicles sold 412,000; overseas market sales were 459,000, a year-on-year surge of 50.2%.

At the delivery ceremony site, SAIC's full brand and product matrix collaborated. Independent brands went all out, covering multiple scenarios such as personal mobility, family life, commercial operations, and logistics transportation. Joint venture brands showcased "Joint Venture 2.0" results: Volkswagen ID. ERA 9X will globally debut with the Momenta R7 Reinforcement Learning World Model; AUDI E7X plans to become Audi's first global model to achieve L3 autonomous driving landing; Buick Zhijing E7 is built based on the "Xiaoyao" Super Fusion Architecture, achieving over 10,000 deliveries one month after launch.

Starting from the main venue in Shanghai, the delivery scene lit up successively in multiple domestic cities such as Nanjing, Liuzhou, Taiyuan, and countries including the UK, Indonesia, and Singapore. Behind this lies SAIC's deep foundation for global layout. SAIC is a pioneer in Chinese automotive enterprises "Going Global": It owns over 100 parts production bases and over 3,000 dealer networks overseas, has built 3 major R&D innovation centers including London, and 4 manufacturing centers in Thailand, Indonesia, India, and Pakistan; Anji Logistics owns 42 Ro-Ro ships of various types, with 8 international routes covering Southeast Asia, Europe, and the Americas. Today, SAIC's products and services are distributed in over 170 countries and regions, with cumulative overseas sales exceeding 7 million vehicles. SAIC MG has retained the title of the European sales champion among Chinese brands for 11 consecutive years; in 2025, European annual sales surpassed 300,000 units, becoming the first Chinese automotive brand to break one million in cumulative sales in Europe and the UK. In March this year, MG held a Tech Day in Frankfurt, Germany, globally debuting semi-solid state batteries and Hybrid+ hybrid technology, with the Hybrid+ family's overseas monthly sales already exceeding 20,000 units. In 2025, SAIC released the overseas "Glocal Strategy" (Global + Local), accelerating from "Product Going Global" to "Value Chain Going Global," allowing "Chinese Smart Manufacturing" to go further into the world.

100 million vehicles is a phased answer sheet for SAIC's over 70 years of development, and even more so, a new starting line for SAIC's "second entrepreneurial journey" towards the future of intelligent electric vehicles. In 2014, SAIC actively implemented the important instruction that "developing new energy vehicles is the only path for China to move from a car major power to a car strong power," leading the way in comprehensive transformation. Twelve years later, from the "leading the way" of intelligent electric transformation to a "flourishing boom" in independent/joint ventures, passenger/commercial, and domestic/overseas, SAIC will continuously take "Understanding Cars, Understanding You Better" as the user philosophy, letting technological innovation truly benefit every user.

The author of this article is A Lai from TiCheBang

Tahun 2025 data laporan kewangan diumumkan, industri tayar China memberikan prestasi bersejarah: Zhongce Rubber memimpin jauh dengan jumlah pendapatan 44.96 bilion yuan, diikuti oleh Sailun Group dan Linglong Tyres masing-masing dengan 36.79 bilion yuan dan 24.64 bilion yuan, Pulin Chengshan, Double Coin, Guizhou Tyres dan lain-lain bersama-sama melampaui ambang 10 bilion. Jumlah pendapatan hanya daripada syarikat terkemuka di atas hampir mencapai 180 bilion yuan. Dua puluh tahun dahulu, 10 bilion adalah had maksimum, kini pasukan 10 bilion bangkit kuat, menandakan industri mempercepatkan daripada "kecil, berselerak dan tidak teratur" menuju ke "besar dan kuat", dari "pengikut" di litar global berubah menjadi "penyama".

Terobosan Teknologi: Dari Pengrajin Tangan ke Revolusi Radial

Permulaan tayar China tidak mencemerlang. Tahun 1958, Kilang Getah Hangzhou Haichao pada mulanya hanya membuat kasut getah; Tahun 1976, Kilang Tyres Weihai (pendahuluan Triangle Tyres) bermula dengan susah payah. Titik perubahan sebenar pada era 1980an dan 1990an, Pulin Chengshan, Zhongce, Triangle berturut-turut membina garisan pengeluaran tayar radial, membolehkan tayar China pertama kali berdiri pada garisan start teknologi yang setara dengan modal asing. Memasuki abad ke-21, kekuatan swasta seperti Sailun mula muncul, menyediakan asas untuk memecahkan masalah "Emas Cecair". Dari kasut getah ke tayar radial, tayar China menggunakan lebih 60 tahun untuk menyelesaikan lompatan teknologi tiga peringkat.

Langkah Global: Dari Ekspor Produk ke Ekspor Kapasiti Pengeluaran

Terobosan teknologi membolehkan syarikat "bangkit", pelan globalisasi membolehkan mereka "keluar ke luar". Tahun 2012, Sailun pergi membina kilang di Vietnam menjadi penungjang hadapan; Linglong bertapak di Thailand tahun yang sama, dan pertama kali mencipta pelan segi tiga global "Asia Tenggara - Eropah - Amerika Selatan"; Double Star menguasai saham Korea Hankook, dengan cepat mendapat tiket masuk pasaran harga tinggi antarabangsa. Kini kapasiti luar negara menjadi kutub pertumbuhan, peratusan pendapatan jualan luar negara Linglong hampir separuh, Zhongce mempercepatkan koordinasi tapak pelbagai negara. Dari ekspor produk ke ekspor kapasiti pengeluaran, tayar China sedang membina semula rantaian bekalan global.

Lonjakan Nilai: Memulai Perang Premium dan Pembuatan Pintar

Untuk tempoh yang lama, "Diperbuat di China" dalam industri tayar bersamaan dengan harga rendah murah. Kini, Zhongce "Chaoyang No. 1" memecahkan monopoli premium modal asing; Linglong masuk dalam senarai Volkswagen, Audi, BMW dan lain-lain, lapan daripada 10 syarikat kereta terbesar dunia memilih Linglong, jualan kenderaan baharu kekal nombor satu. Di bidang pembuatan pintar, Guizhou Tyres masuk senarai "Faktori Mercu Tanda" 2025, kecekapan pengeluaran meningkat 68%, cacat kualiti mengurangkan 57%, membuktikan tayar China bukan sahaja boleh dibuat dengan baik, tetapi juga boleh dibuat dengan pintar.

Selepas 10 Bilion: Tiga Litar Utama Menentukan Susunan Baharu

10 bilion adalah titik persimpangan, tetapi berbanding Michelin, Bridgestone pendapatan tahunan melebihi 200 bilion, tayar China masih ada ruang mengejar. Kompetisi masa depan akan mengelilingi tiga garis utama: Pertama, globalisasi naik taraf semula, membina kilang luar negara menjadi "jawapan wajib", daya tahan rantaian bekalan menentukan bahagian; Kedua, premiumisasi terus terobos, memanfaatkan kelebihan kenderaan baharu dalam bidang Kenderaan Elektrik tukar laluan dan lampaui; Ketiga, pembuatan pintar meresap sepenuhnya, mencapai evolusi kualiti dan keupayaan tempahan.

10 bilion hanyalah titik permulaan baharu, selepas 10 bilion masih ada 100 bilion. Arah sudah jelas, laluan sudah dibuka, zaman baharu tayar China membentuk semula susunan dunia baru sahaja bermula.

1958 年秋，上汽嘅造車史喺一間「弄堂小廠」入面起筆。

冇大型機床，都冇製造底座。初代汽車人全靠拆解海外樣車，全憑手中一把把榔頭，硬係敲出車身同钣金。趕喺當年「十一」之前，上海第一輛「鳳凰牌」轎車正式下線同入京接受檢閱。這台用最原始手工姿態鍛造出來嘅汽車，完成咗上汽從 0 到 1 嘅跨越。

上汽集團嘅一切，皆從呢輛「鳳凰牌」開始。

但真正令我哋感到感動嘅，並非嗰啲「草窩裏飛出金鳳凰」嘅創業舊聞，亦非佢過往創下嘅無數行業紀錄；而係憑咩喺 71 年之後嘅而家，面對前所未有嘅技術變局，上汽依然能夠率先進入「億級俱樂部」，並喺存量博弈嘅棋局入面，展現出嘅強大生命力同號召力。

喺中國乃至全球商業史上，能夠跨越數十年週期並達致億級体量嘅制造企业屈指可數。此前只有豐田、大眾、通用、福特、本田、日產、現代七間車廠跨過呢道門檻。

上汽係第八個，亦係首個中國品牌。喺時代嘅車輪下，無數曾經輝煌嘅企業如流星般墮落。擁有 71 年造車底蘊嘅上汽集團，絕對係一個非常值得深度研究嘅企業樣本。

一個企業，點樣「打」咗 71 年？

而家嘅商業世界，迷戀嘅係「快」。品牌熱衷於造概念、搶風口、搏短線爆款，喺資本貼現率嘅驅趕下，無數企業喺演算法嘅裹挾下疲於奔命。

但喺穿越咗漫長週期嘅上汽集團眼中，商業世界有另一套更厚重嘅邏輯：唔睇風口，只睇時代嘅「命題」。

上汽之所以能夠穿越 71 年長週期，關鍵在於佢始終同時代脈搏同頻。佢從來唔做風口嘅投機者，而係每一個時代命題嘅執筆者。當我哋回顧上汽喺關鍵節點上嘅每一次突圍，便能睇懂佢點樣成為中國首個跨越「億級」門檻嘅汽車集團——嗰啲寫喺歷史中嘅開創，本質上都係上汽對嗰陣時代焦慮最精準嘅應答。

從上世紀 50 年代嘅弄堂小廠起步，到 80 年代率先走上改革開放道路，經過 6 年艱難談判成立中國首家轎車合資企業上汽大眾，再到 90 年代上汽通用創造 23 個月建廠出車嘅「上海速度」深化合資合作，到本世紀初強力攻堅自主品牌，再到最近十年積極落實國家指示，率先全面向新能源轉型……近一個世紀嘅歲月入面，上汽經歷咗計劃經濟嘅轉型、市場經濟嘅洗禮、全球化浪潮嘅衝擊以及而家智電深水區嘅殘酷內捲。每一次技術迭代與行業大洗牌都係命懸一線嘅「生死關」，但上汽每一次都穩穩地站喺時代嘅浪潮之上。

喺時代浪潮中傳承落嚟嘅上汽，錨定嘅係「懂車更懂你」呢個低變量、高複用嘅因果鏈。因為無論外部環境點樣劇變，人類對美好出行嘅渴望、對高品質同安全性嘅確定性追求，唔會因為朝代更迭或技術革命而改變。過去嘅人需要一臺遮風擋雨且可靠嘅燃油車，而家嘅人同樣需要一台懂交流、高安全嘅智能座駕。

當呢種對用戶需求嘅精準回應被反覆驗證，經典就形成咗。

1983 年，第一輛上海桑塔納轎車組裝成功，唔僅令中國家庭用上咗世界級品質嘅汽車，更帶動咗整個中國汽車零部件體系嘅國產化啟蒙；2016 年，上汽同阿里跨界合作推出全球首款量產互聯網汽車榮威 RX5，令汽車從冷冰冰嘅機械工具進化為帶溫度嘅智能終端；到咗而家，無論係 6 萬元級標配高通 8155 芯片同豆包大模型嘅榮威 i6，定係全系標配華為乾崑智駕 ADS4.1 同 896 線激光雷達嘅尚界 Z7，抑係將高級智駕帶入 15 萬級家庭市場嘅華境 S，上汽始終係用「平權驅動進階」嘅實際行動，回應住消費者嘅期待。

每交付一輛車，就多一分信任。當呢種效用被檢查咗 1 億次，信任就變成咗最堅固嘅競爭壁壘。

我哋可以喺無數用戶嘅真實人生入面，睇到呢條因果鏈嘅閉環。

喺上汽大眾安亭基地交付嘅第 99,999,999 台新車——大眾 ID.ERA9X，佢個車主係前留德男足國腳楊晨。作為首位登入德甲嘅中國球員，楊晨嘅人生始終帶住一股「敢往前走，都要穩得住」嘅韧勁。佢喺賽場上見慣咗瞬息萬變，笃定真正嘅實力絕非曇花一現，而係長期嘅信任同紮實。佢揀咗上汽大眾全新新能源序列嘅旗艦 SUV，正係呢份長期主義人生底色同德系精湛造車工藝嘅深度共鳴。

同樣跨越時空嘅，仲有英國倫敦嘅實習醫生 Natalia。祖父嗰臺經典嘅 MGB 跑車係佢童年最耀眼嘅記憶，呢份情感羈絆促使佢成為咗 MG4EVUrban 嘅車主。兩代人，兩臺車，同一個品牌，呢個係經典傳承與當代人生活方式嘅完美交融。

無論身處東方定係西方，時間驗證咗品質，品質沉澱咗信任。

對抗「組織熵增」，以制度嘅「負熵流」重塑工業底座

宏大嘅交付數字只係水面上嘅結果，佢底下真正撐起一億大廈嘅護城河，係企業長達數十年極其嚴苛嘅工業護城河。

物理學入面有一個令人絕望嘅「熵增定律」：任何封閉系統，都會自動咁從有序走向無序，最終歸於混亂。

汽車工業恰恰係一個極易陷入「熵增」嘅龐大泥潭——當上萬個零部件、數百萬產業工人同漫長嘅時間線交織埋一齊，人類本性中嘅疲累、妥協同「差不多就得」嘅農耕思維，會好似病毒咁令龐大嘅生產線走向失控。

世上所有嘅跨國車廠，始終都在做嘅一件事情就係維持系統嘅高度有序同產品嘅一致性。

1987 年，當上汽正全力攻堅桑塔納國產化嗰陣，配套嘅零部件企業依然充斥住粗放嘅作坊習氣。上汽冇先去宣講宏大嘅質量戰略，而出人意料喺全集團發起咗一場「衛生改革」——喺洗手間強行安裝卷筒紙同烘手機。

喺犯罪學嘅「破窗效應」入面，一扇冇被修補嘅破窗，會縱容更多嘅破壞。上汽敏銳地察覺到，員工習慣用報紙如廁導致管網屢屢堵塞，就係大工業體系中最危險嗰扇「破窗」。如果企業連呢種最底層嘅無序行為都予以縱容，那麼喺微米級嘅精密裝配線上，就必然會滋生出對誤差嘅妥協。

呢場細節嘅「廁所改革」，正係上汽向舊有農耕習慣注入嘅第一股「負熵流」，佢以一種近乎偏執嘅方式，重塑咗現代產業工人嘅行為底線。

而喺面對巨大商業利益嘅誘惑時，上汽則展現出咗馬克斯·韋伯所推崇嘅極致「工具理性」——為咗追求絕對嘅標準，敢於斬斷一切情感牽絆同沉沒成本。

1998 年，作為上汽核心零部件自主向上主力嘅延鋒公司，為咗攻堅別克配套項目，專項投資咗六個億新建廠房。第一批次完工嘅保險桿送去質檢時，其實已經達到咗每平方厘米灰塵落點不超過十個嘅常規國際標準。

然而，當合資外方提出「落點不能超過五個」嘅苛刻要求時，喺巨額沉沒成本同交貨週期嘅重壓下，人性嘅本能通常係搵妥協嘅藉口。但當時任延鋒公司嘅總經理喺眾目睽睽之下，提咗一把鋸子，當場將嗰根耗資巨大嘅保險桿鋸成咗兩截。「客戶唔要嘅嘢，就係要鋸掉！」

呢把鋸子，鋸斷嘅唔僅係不合格嘅產品，更係中國本土製造業喺過去幾十年入面積累嘅「人情社會」同「得過且過」嘅路徑依賴。

呢種為咗捍衛絕對標準而毀滅高價值資產嘅暴力示威，瞬間清零咗系統內部嘅僥倖心理，令「精益求精」嘅工具理性徹底壓倒咗人性嘅弱點。

呢種用鐵腕對抗熵增嘅基因，嚴密地延續到而家嘅智電賽道。

上汽自主研發嘅「零燃魔方電池」，佢嘅核心關鍵技術之所以能夠斬獲國家科學技術進步獎二等獎，正係建基於高於國家標準極限測試 6 倍嘅冗餘安全法則之上。

當現代資本迷戀於短視嘅高周轉時，上汽卻用數十年建立嘅防線，死守住呢種看似「笨拙」嘅原則。

1 億輛車嘅交付，絕非偶然嘅時間複利，而係呢間巨型企業喺七十幾年入面，成功地擊退咗 1 億次系統熵增嘅必然結果。

呢種對抗熵增嘅體系韌性，同樣體現喺上汽而家嘅市場表現入面。剛剛過去嘅 5 月，上汽集團整車銷售 34.9 萬輛，1-5 月累計 165.1 萬輛，繼續領跑中國汽車行業。自主品牌佔比首次突破七成，新能源車大漲 46.5%，海外市場大漲 45.9%。一億輛嘅歷史刻度同而家嘅銷量領跑，共同印證咗上汽由體系到市場嘅全鏈路競爭力。

見眾生，生態共贏嘅時代遠見

電影《一代宗師》入面有一句極為通透嘅台詞，習武之人有三重境界：「見自己，見天地，見眾生」。

而家嘅上汽，正站喺汽車工業百年未有之大變局嘅時代關口。佢唔能只喺歷史嘅長河同輝煌嘅功勞簿中獨善其身，佢必須站起嚟，去「見眾生」。佢嘅對手早已唔係某一個特定嘅同行，而係技術躍遷嘅鴻溝，以及嗰啲固步自封、閉門造車嘅孤島效應。

呢係最殘酷嘅淘汰時代，亦係最好嘅共創時代。

喺 2026 年 5 月 28 日嘅交車盛典上，出現咗一個極具深意、甚至可以載入中國汽車史冊嘅畫面：上汽將嗰臺代表住集團七十年造車底蘊同前沿技術集大成者嘅全球第 1 億輛汽車——智己 LS9Hyper，鄭重地交到咗深度戰略合夥人 MomentaCEO 曹旭東手中。

夥伴變車主，係上汽「見眾生」最生動、最擲地有聲嘅注腳。

曹旭東喺現場表示，MomentaL3 級自動駕駛能力將會喺上汽率先落地，佢唔僅會親自駕駛呢臺車，仲計劃喺開發過程中率先用佢進行驗證測試。

為咗徹底打破技術圍牆，上汽決然放棄咗傳統主機廠試圖大包大攬嘅「靈魂執念」，堅定地揀咗「海納百川、美美與共」嘅開放生態。

同華為乾崑全面深化戰略協同，唔僅推出咗全新品牌「尚界」，更令華境系列成為 15 萬級全系標配華為智駕嘅破局者；同奧迪簽訂合作協議，基於下一代智能數字平台聯合開發四款 AUDI 全新高端智能電動新車，開啟咗中國技術反向賦能外資品牌嘅「合資 2.0」時代；同 Momenta 深度共創智駕大模型，並將呢套行業第一梯隊嘅方案橫向賦能給智己、大眾、奧迪、別克、凱迪拉克等多個品牌陣列。

而合資新能源都迎來強勢回暖。5 月上汽通用新能源車銷售 1.3 萬輛，同比大漲 75%，至境 E7 上市首月交付破萬。5 月上汽大眾新能源車銷售近 1 萬輛，同比增長 34.3%；新上市嘅 ID.ERA 9X 累計交付超過 7000 輛；喺 5 月底嘅粵港澳大灣區車展上，搭載全新一代「黃金超混」技術嘅途觀 L ePro、帕薩特 ePro，以及奧迪智慧性能旗艦 SUV AUDI E7X 接連上市。

上汽深知，真正嘅「懂你」，需要匯聚全球嘅頂尖智慧，唔設技術圍牆，唔做生態孤島。

唔僅喺國內，喺廣袤嘅海外市場，上汽同樣喺践行「見眾生」嘅宏大敘事。

2025 年發布嘅「Glocal（全球 + 本土）」3.0 戰略，標誌住上汽從單一產品出口徹底向體系化全球化跨越。喺歐洲，MG 啟用法蘭克福歐洲工程中心進行深度嘅本地化定制研發；喺東南亞，上汽大通將大拿 eDeliver5 純電物流車批量交付俾 DHL 高級副總裁，助力呢間全球物流巨頭喺新加坡實現綠色升級；喺商用車出海戰略上，上汽唔僅設定咗銷量增長超 50% 嘅宏大目標，更將海外經銷商嘅歷史定位升級為「共生共贏嘅創富夥伴」，並喺歐洲重資產織密全球配件倉儲網絡。上汽嘅全球化，已唔再係單純嘅賣車，而係同全球產業鏈與生態深度融合。

「見眾生」嘅底色，更在於對每一位平凡个体嘅溫情守護。

喺交車儀式上，第 1 億零 100 位車主嘅身份尤為引人矚目——佢係公益生活類自媒體「西部型者」博主劉佳。呢位普通嘅理髮師，連續五年風雨無阻驅車深入廣西大山，只為給留守兒童理髮、送去陪伴。當佢嘅舊車喺山路上拋錨時，別克第一时间伸出援手，並邀請佢體驗擁有南德 TÜV 護眼智慧頂燈與零甲醛認證嘅別克至境 E7「滿分座艙」。上汽把呢份「百分百」嘅敬意獻畀微光守護者，令呢第 100 臺車成為咗對「守護」價值最溫暖嘅同響。

同樣嘅故事亦發生喺陝西藍田嘅 85 後村支書龐富強身上。為咗俾 74 位留守老人送餐，佢每日堅持跑八九公里，上汽通用五菱通過「奮鬥者專項計劃」為佢交付咗一台榮光純電版微客，用實際行動致敬基層奮鬥者。

能夠穿越週期嘅企業，都係堅持初心，又積極擁抱生態、關懷社會嘅企業。當一個企業能夠喺歷史嘅梳理中「拿得起」突破同質量嘅精髓，又喺時代嘅洪流中「放得下」技術独占嘅貪念，將科技嘅紅利普惠給最廣闊嘅受眾，呢就係企業最厚重嘅力量。

1958 年，一柄破舊嘅榔頭，喺弄堂小廠入面敲出咗大國工業汽車嘅歷史傳奇。2026 年，一場橫跨亞歐大陸、串聯上海、倫敦、雅加達、新加坡嘅全球接力交付，見證咗 1 億份信任嘅磅礴匯聚。

時間會無情地淘汰一切經唔起檢驗嘅資本泡沫同技術噱頭，然後將留低嘅，鑄成不可撼動嘅底座。

一個企業能夠完成 1 億輛嘅時代壯舉，靠嘅絕唔僅係產能流水線嘅瘋狂堆砌，靠嘅係一種工業文明嘅堅韌——那種敢喺人前鋸斷不合格保險桿嘅極致敬畏，那種唔設技術圍牆、與全行業開放共創嘅寬闊胸襟，那種從弄堂小廠一路摸爬滾打，最終 21 次挺進世界 500 強嘅自我進化。

中醫常講「正氣存內，邪不可干」，企業嘅發展亦然。嗰啲喺時代洪流中轟然倒下嘅企業，往往唔係被外在嘅對手擊垮嘅，而係被內部急功近利嘅「邪火」所吞噬。

一億輛從來唔係上汽高歌猛進嘅終點，而係從「規模領先」邁向「生態引領」嘅全新起跑線。當體系嘅「正氣存內」，時間便唔再係步步緊逼嘅敵人，而係最忠誠嘅「合夥人」。

我哋有絕對嘅理由相信，喺智電新時代波瀾壯闊嘅下半場，呢間「億級車廠」依然擁有世代相傳、生生不息嘅磅礴後勁。

Strategi gaya Mixue, benarkah ia berjaya?

Meja persaingan kenderaan baharu tahun 2026, sedang mengalami restrukturisasi drastik dengan unit "bulan" sebagai asas.

Persatuan Penjualan Kenderaan China meramalkan, kadar penetrasi EV pada Mei akan melebihi 62%, bahagian kereta petrol tertekan ke bawah daripada 40%.

Yang lebih kritikal, 30,000 unit - angka yang pernah dianggap sebagai "garis kecemerlangan bahagian atas", kini telah dimasuki oleh 7 jenama. Puncak Leapmotor telah menarik garis ini ke atas 80,000 unit.

Peta industri menjadi nipis, dan menjadi tebal. Nipis kerana pemimpin jauh ke hadapan; tebal kerana kumpulan pengikut sesak. Adakah hanya satu jalan kejayaan? Sebelum pentas utama berakhir, siapa yang tahu?

Momen Leapmotor "80,000+"

Leapmotor menjual 81,500 unit pada Mei, pertumbuhan tahun ke tahun 81%.

Untuk tempoh yang lama, pengeluar kereta baharu suka bercerita tentang kewangan tinggi, kecerdasan, dan naik taraf jenama. Seolah-olah siapa yang semakin tinggi, semakin banyak cerita. Hanya saja, Leapmotor telah mengambil jalan lain, hampir mengikuti strategi "Mixue Bingcheng", menumpukan kepada pengguna keluarga dalam gred 100,000-200,000 Yuan.

Pelanggan dalam julat harga ini lebih luas, tetapi lebih sensitif terhadap harga, dan juga sukar untuk bercerita mengenai modal yang menarik. Hanya saja, logik kerja mesti lebih praktikal, balasannya, apabila kos, reputasi dan kecekapan saluran mencapai tahap tertentu, kebolehan jualan akan lebih besar.

Contohnya, A10 serahan bulanan melebihi 20,000, menekan LiDAR dan chipset Qualcomm 8295 ke dalam 100,000; Siri C serahan global melebihi 800,000; D19 pesanan baharu mengekalkan lebih daripada 10,000 unit. Tiga jalur produk, tiga kelas harga, mengunci tiga nod penting pasaran rumah tangga utama.

Sama juga, kejayaan Leapmotor bukan disokong oleh "produk hit tunggal", tetapi hasil dari "sinergi matriks".

Tetapi kerisauan tersembunyi adalah, adakah mahu naik taraf jenama? Adakah mahu keuntungan tinggi? Dalam pasaran harga tinggi, strategi gaya "Mixue Bingcheng" masih boleh dimainkan? Sebenarnya, Leapmotor faham segalanya, kalau tidak tidak akan mencadangkan idea "mendirikan jenama baharu".

Nio hampir 40,000, Li Auto menghadapi tekanan, Xpeng naik sedikit

Kor kedua pada Mei, semua patut dikaji teliti.

Nio menghantar 37,705 unit, pertumbuhan tahun ke tahun 62.3%, pertumbuhan bulan ke bulan 28.4%, kesan sinergi strategi jenama pelbagai mula direalisasikan.

Dari ini, jenama Nio 20,013 unit, Onvo 12,029 unit, Firefly 5,663 unit. Tiga jenama, tiga tajuk khusus, penerimaan pengguna secara bertingkat tiga tahap.

Tetapi terdapat satu isu masih belum selesai: Kebebasan jenama Onvo dan kesedaran pengguna benar-benar berjaya? Jika hanya bergantung pada saluran dan sumber dana dari jenama induk, jenama pelbagai mungkin malah menghambat kecekapan keseluruhan.

Dari segi tertentu, Onvo mesti berjalan mengikut kuantiti, dan gelombang penambahbaikan model ini, kita tunggu hasilnya.

Kereta Li Auto pada Mei menghantar 33,350 unit, turun 18% tahun ke tahun, turun sedikit sekitar 0.2% bulan ke bulan.

Kembali berbicara, serahan kumulatif sejarah Li Auto telah memecahkan 1.7 juta unit, masih salah satu pengeluar baharu paling berwibawa. Tetapi dua isyarat perlu diwaspadai: pertama, kedua-duanya turun untuk dua bulan berturut-turut; kedua, seiring dengan penempatan padat pesaing dalam julat harga yang sama, halangan bezaan Li Auto sedang tergerai.

i6 secara berterusan tiga bulan serahan melebihi 20,000, L9 model baharu diterbitkan dua minggu pesanan melebihi 10,000, tetapi sama ada penambahan ini dapat mengisi penurunan pasaran asas, masih tidak diketahui.

Yang lebih perlu diberi perhatian adalah dari aspek kewangan: Li Auto Suku Pertama beralih dari untung ke rugi, kerugian bersih 2.276 bilion Yuan, kadar keuntungan kasar kenderaan jatuh curam dari 19.8% ke 6.1%. Kegagalan pegangan keuntungan, mungkin lebih mempengaruhi pasaran modal daripada perlahan jualan.

Xpeng pada Mei menghantar 32,158 unit, pertumbuhan bulan ke bulan 3.6%, mencatat rekod tinggi bulanan sejak tahun 2026.

Dari ini, Xpeng GX dilancarkan pada 20 Mei, 12 jam deposit tetap 24,863 unit, Edisi Ultra Flagship lebih daripada 80%, selepas serahan besar-besaran Jun diunjurkan dapat meningkatkan data keseluruhan.

Keluarga MONA akan terus memperkenalkan ahli baharu, termasuk L03 dan L05, ada peluang bersama-sama memperbesar potensi pasaran MONA.

Xiaomi secara berterusan dua bulan berdiri pada tangga 30,000+, dari populariti jenama per kenderaan kepada susun atur produk pelbagai, Xiaomi sedang menyelesaikan peranan penukaran dari "pencipta wacana" kepada "pemain pasaran".

Sasaran jualan sepanjang tahun ini 550,000 unit, Januari hingga Mei telah lengkap 140,000 hingga 150,000 unit, dianggarkan masih terdapat 400,000 unit "kekurangan",

Maka, dalam bulan-bulan baki, purata jualan bulanan perlu melebihi 50,000 unit, tekanan tidak kecil. Mungkin, setelah produk lanjutan jarak dilancarkan, sepatutnya ada peluang untuk memperoleh pengguna baharu sekali lagi.

Harmony Intelligent Mobility pada Mei menghantar 46,122 unit, pertumbuhan bulan ke bulan 41%, kembali ke puncak carta.

Khusus disebut, AITO M6 bulan serahan lengkap pertama melebihi 20,000 unit, Stelato Z7 pada 30 Mei membuka serahan, dua hari serahan melebihi 2,000 unit. Kekuatan menarik jenama ekosistem Huawei ditambah strategi matriks jenama pelbagai, sedang membentuk halangan persaingan unik.

Generasi Kedua Pendiri, ledakan bahagian tengah

Pertama lihat satu "laporan cepat jualan Generasi Kedua" Mei:

Zeekr: 34,377 unit, meningkat pesat 81.8% tahun ke tahun, secara berterusan 4 bulan kedua-duanya berkembang bulan ke bulan, mencatat rekod tertinggi sepanjang sejarah. Siri 9 dan Siri 8 model flagship占比 hampir 50%, harga purata transaksi per kenderaan melebihi 360,000 Yuan; Zeekr 009 di pasaran Singapura harga permulaan sehingga 409,900 Dolar Singapura (ketika itu kira-kira 2.21 juta Yuan).

Satu set nombor ini menjelaskan Zeekr bukan sahaja sudah pecah jenama tempatan China, tetapi sudah memasuki pandangan utama pasaran kereta mewah global. Logik kuantiti dan harga naik serentak tidak rumit: flagship guna reputasi, menengah guna saiz. Apabila 9X dan 009 nilai transaksi tinggi menetapkan keupayaan premium jenama, kemudian 8X dan 001 kos penerimaan pengguna model jualan tinggi secara semulajadi menurun.

Deepal: 33,243 unit, pertumbuhan tahun ke tahun 30%, secara berterusan tiga bulan lebih 30,000, serahan kumulatif telah pecahkan 850,000 unit.

Laluan Deepal patut dikaji berulang: iramanya bukan "ledakan produk hit", tetapi "tiga garis dorongan". S05, S07, S09 tiga model serentak popular, jalur produk merangkumi julat utama 100,000 hingga 200,000.

Strategi ini tidak mempunyai dramatik produk hit legendaris satu malam, tetapi dalam persaingan aset sedia ada, pelbagai jalur produk serentak berjalan mengikut kuantiti, saling menyokong, ketahanan sistem malah lebih kuat.

GAC Aion: 33,140 unit, pertumbuhan tahun ke tahun 23.8%, secara berterusan bulan-bulan pertumbuhan tahun ke tahun positif.

Aion N60 dilancarkan secara rasmi, setiap unit standard LiDAR, algoritma L4 sama asal dengan WeRide, kerusi Graviti Sifar, suspensi belakang lima batang, harga 109,800-129,800 Yuan, jualan bulan pertama memecahkan 5,000 unit. Strategi "penyebaran teknologi umum" ini, seperti yang sama rata dengan logik asas Leapmotor A10.

Voyah: 13,003 unit, pertumbuhan tahun ke tahun 30%. Yang lebih penting daripada nombor jualan adalah, Voyah di seluruh negara kontak fizikal merangkumi lebih daripada 100 bandar, stesen pengecasan sendiri sehingga 130 stesen. Apabila sistem pengisian tenaga dan rangkaian saluran benar-benar terbentuk, batasan jualan secara semulajati akan dipecahkan.

IM Motors: 10,023 unit, secara berterusan dua bulan melebihi 10,000, Januari hingga Mei jualan kumulatif pertumbuhan tahun ke tahun meningkat pesat 115%. Selepas IM LS8 dilancarkan menarik satu gelombang kenaikan pesanan, tunggu letupan berterusan seterusnya.

Avatr: 7,336 unit mencatat tertinggi tahun ini, dan menunjukkan peningkatan bulanan, keseluruhan adalah baik.

Katakan benar-benar, Generasi Kedua Pendiri telah menjaga kedudukan sendiri, tidak pernah sepenuhnya tergugat dalam perubahan peta, sehingga mereka yang mampu membawa bendera besar sudah meluas dari bahagian atas Zeekr dan Deepal ke pelbagai nod bahagian tengah.

Catatan Akhir

Pasaran kenderaan baharu elektrik tahun 2026, sedang mengalami perubahan drastik dari "pertumbuhan seragam" ke "pertarungan aset sedia ada". Perang harga menjadi pembolehubaran biasa, kebanyakan syarikat kereta menyusur garis, keuntungan sebagai matlamat utama. Peraturan sisa mudah: boleh dijual hidup, bukan dijual, mundur. Dan isyarat bukan dijual, sering tersembunyi dalam penurunan bulan ke bulan berterusan dua hingga tiga bulan.

Data Mei, adalah satu borang markah yang jelas dalam pertaruhan sisa ini: Leapmotor terdahulu mendapatkan laluan "penskalaan pasaran utama", Nio sinergi jenama pelbagai mula tampak, Li Auto menghadapi nyeri peralihan generasi, Xpeng masih mencari pusat letupan penambahan baharu, Xiaomi secara berterusan menstabilkan tangga 30,000+. Dan "ledakan gabungan" Generasi Kedua Pendiri, sedang membina parit pertahanan luas di bahagian tengah pasaran kenderaan baharu elektrik.

Separuh kedua persaingan elektrifikasi, pembolehubah berasal dari peningkatan agresif pemain baharu, juga dari serangan stabil "Generasi Kedua Pendiri". Struktur yang berkembang dalam banyak arah sekali bentuk, persaingan masa depan bukan lagi pertaruhan kelajuan dimensi tunggal, tetapi perang sistem rantaian lengkap merangkumi penyelidikan dan pembangunan, pembuatan, saluran, perkhidmatan.

Dan persaingan seperti ini, bagaimana evolusi, tunggu dengan penuh harapan.

Penulis artikel ini adalah Ti Che Bang Xi Bei

28 Mei, Geely Harapan Bintang baharu dilancarkan secara rasmi, menawarkan versi Impian 410 km, versi Angin 410 km, versi Penjelajah 480 km, versi Penjelajah + 480 km empat model, harga tawaran terhad pelancaran RM61,800 - RM91,800. Model 410 km boleh pilih semula julat 310 km, harga terus tolak RM7,000. Sebelum 30 Jun 2026, tempahan akhir boleh mendapat insentif pertukaran besar RM3,000, ada juga 10 hadiah pembelian kereta, termasuk perkhidmatan NOA lebuh raya 5 tahun, stesen pengecasan dan pemasangan, jaminan seumur hidup untuk tiga sistem elektronik, dsb.

Kepentingan Strategik Kepada Geely

Pelancaran Geely Harapan Bintang baharu, ialah langkah penting Geely memperkukuh kelebihan pasaran kereta kecil elektrik murni. Harapan Bintang sejak Oktober 2024 dilancarkan, 573 hari jumlah penghantaran melampaui 700,000 unit, terjual sebuah setiap minit, menang kejuaraan jualan semua kategori pasaran kereta China 2025, suku pertama 2026 menaiki tiga teratas jualan kereta tenaga baharu global.

Penambahbaikan kali ini tidak hanya meneruskan momentum jualan Harapan Bintang, malah lebih memperluas kelebihan teknologi Geely dalam bidang kereta kecil elektrik murni. Melalui penambahbaikan menyeluruh pada lima dimensi, Geely sedang menetapkan semula piawaian nilai kereta kecil elektrik murni, menjadikan "kualiti tinggi, harga baik" label jelas Merek Galaksi.

Dalam tahap pasaran global, Harapan Bintang telah dilancarkan di lebih 30 negara dan kawasan, prestasi cemerlang di pasaran seperti Brazil, Thailand. Pelancaran Harapan Bintang baharu, akan进一步提升 pengaruh Geely dalam pasaran tenaga baharu global, menjadikan kereta kecil elektrik murni "Perbuatan Pembuatan China" ke lebih banyak negara.

Analisis Daya Saing Pelbagai Dimensi

Bandingkan model lama, Harapan Bintang baharu mencapai penambahbaikan julat seluruh model, 310 km naik ke 410 km, 410 km naik ke 480 km. Serentak itu membawa lebih 100 penambahbaikan daya produk, termasuk sistem cegah selipar G-TCS 2.0, brek selesa CST 2.0, tenaga awan AI 2.0 Xingrui, dsb. teknologi teras.

Dalam segi kabin pintar, model tinggi pasang chip Elang Naga Satu, penyimpanan besar 16G+128G, tambah sokongan CarPlay dan pembantu EVA. Dalam segi pemanduan bantuan, perkenalkan penyelesaian Qianli Haohan H3, sokong NOA lebuh raya dan parkir automatik semua situasi.

Dalam pasaran kereta kecil elektrik murni 60,000 - 100,000 Yuan, kelebihan Harapan Bintang baharu amat ketara. Ia merupakan model tunggal dalam kelas ini yang semua model piawaian penggerak belakang dengan gantungan tunggal, sel bateri CATL, sistem kawalan suhu penyejukan cecair.

Dalam segi prestasi pemanduan dan kawalan, keputusan ujian rusa 80.7 km/j dan ujian cangkuk ikan 130 km/j, jauh lebih baik dari purata kelas. Dalam segi ruang, paksi roda 2650 mm membawa pengalaman duduk tahap B, 36 tempat ruang penyimpanan fleksibel malah terhebat dalam kelas.

Dalam segi konfigurasi pintar, sistem kabin pintar Flyme Auto 2 Galaksi dan penyelesaian bantuan Qianli Haohan H3, berada di tahap teratas dalam model harga sebegini. Khususnya fungsi ruang tanpa sempadan, sokong lebih 200 aplikasi awan, pengalaman jauh lebih baik dari pesaing kelas.

Isi Utama Situasi Guna Praktikal

Harapan Bintang baharu menggunakan reka bentuk "hadapan tersenyum", padan lapan warna kereta ais krim, rupa dalam pada asasnya. Nisbah lebar 1.15 dan reka bentuk atap mengapung, cipta kesan visual badan lebar rendah.

Dalaman menggunakan reka bentuk gandaan peluk, warna Putih Taro dan Kelabu Bintang dua paduan, tekstur luar biasa. Saiz badan 4135×1805×1570 mm, membawa "kadar ruang berguna" besar 85%. Ruang belakang 1452 mm, reka bentuk lantai rata, duduk tiga orang pun tidak sesak.

Sistem kabin pintar Galaksi Flyme Auto 2, operasi lancar, mudah faham. Sokong interaksi suara dua zon, semua situasi boleh ucap apa yang dilihat. Fungsi ruang tanpa sempadan, boleh berjalan awan lebih 200 aplikasi, tidak ambil penyimpanan tempatan.

Fungsi pelepasan tenaga luaran 3.3 kW, memenuhi keperluan guna kemah. 70 L dua pegunung udara kotak hadapan, boleh letak beg 20 inci. 10 L laci bahagian depan besar, boleh masukkan tiga komputer riba. Konfigurasi praktikal ini, dengan sempurna menyelesaikan masalah penyimpanan guna kereta harian.

Harapan Bintang baharu menggunakan susun atur penggerak belakang belakang, model 410 km pasang motor 58 kW, model 480 km pasang motor 85 kW. Pecutan 0-50 km/j 3.9 saat, kuasa cukup, perjalanan bandar cukup.

Dalam segi julat, julat CLTC 480 km, julat sebenar suhu bilik mencapai lebih 100%. 30%-80% pengecasan pantas DC hanya perlu 19 minit, masa cawan kopi pun boleh penuh cas berlepas. Tenaga Awan AI Xingrui 2.0, boleh urus tenaga pintar, tingkatkan prestasi julat.

Harapan Bintang baharu menggunakan badan sangkar bintang lima menegak lenti mendatar, kekuatan tekan atap 3.4 kali. Berjaya cabaran perlanggaran depan 50 km/j dengan perlanggaran sisi 55 km/j berterusan, struktur ruang penumpang lengkap, pakej bateri tidak berasap tidak terbakar.

Dalam segi bateri, semua model piawaian sistem keselamatan bateri Perisai dan doktor bateri BMS3.0, 18 sensor suhu memantau suhu sel bateri masa nyata. Dalam segi keselamatan aktif, brek aktif AEB boleh berhenti pada kelajuan 120 km/j, elakan kecemasan AES boleh buat arah elakan pada kelajuan 130 km/j.

Ringkasan Penuh

Harapan Bintang baharu Geely dengan harga permulaan RM61,800, membawa daya produk jauh melebihi jangkaan. Penambahbaikan menyeluruh lima dimensi, membuat daya saingnya dalam pasaran kereta kecil elektrik murni lagi bertambah.

Dari segi situasi guna praktikal, Harapan Bintang baharu dalam reka bentuk, ruang, konfigurasi, kuasa, keselamatan semua prestasi cemerlang. Khususnya pengalaman pemanduan kawalan gantungan tunggal belakang, sistem tiga tenaga sel bateri CATL, kabin pintar Galaksi Flyme Auto 2, serta bantuan panduan Qianli Haohan H3, semua bawa pengguna pengalaman lebih gred.

Untuk Geely, Harapan Bintang baharu bukan sekadar model jualan tinggi, malah cermin kekuatan teknologi merek. Ia dengan tindakan nyata membuktikan, kereta kecil elektrik murni pun boleh ada pemanduan kawalan baik, keselamatan tinggi dan pengalaman pintar.

Dalam pasaran kereta kecil elektrik murni 60,000 - 100,000 Yuan, Geely Harapan Bintang baharu tanpa ragu adalah produk sangat daya saing. Pelancarannya, akan lagi mendorong naik taraf pasaran kereta kecil elektrik murni, biarkan lebih ramai pengguna nikmati pengalaman pengangkutan tenaga baharu kualiti tinggi.

Baru-baru ini, pasukan Yaogan International Trade (Henan) Sdn Bhd, yang berada di bawah Kumpulan Yaogan Malaysia, telah membawa pelanggan Thailand meninjau tapak pengeluaran tayar pejal kemitraan strategik mereka secara langsung. Di sebalik pengiktirafan tinggi yang diterima daripada pelancong industri oleh barisan pengeluaran automatik dan kawalan kualiti yang ketat, tercermin jalan strategik unik syarikat asing ini: mengelakkan persaingan sengit di pasaran tempatan, memanfaatkan pembuatan Dataran Tengah, dan menarahkan ke pasaran tayar khas global.

Pabrik Baru Menyambut Pelanggan: Pelanggan Thailand Memuji "Buatan China"

Sebagai kekuatan baharu yang baru sahaja dibuka di Jiaozuo pada Julai tahun ini, Yaogan International menikmati permulaan yang cemerlang. Di dalam bengkel pengeluaran, pelanggan Thailand memerhatikan secara dekat keseluruhan proses daripada pengesanan bahan mentah sehingga keluaran produk siap, memberi pemahaman intuitif terhadap prestasi teras tayar pejal seperti bebanan tinggi, ketahanan haus dan tiada penyelenggaraan. Pemeriksaan ini memperdalam kepercayaan antara kedua-dua pihak dan meletakkan asas untuk kerjasama jangka panjang. Yaogan International menyatakan akan terus memanfaatkan kelebihan profesional untuk membantu "Buatan China" yang berkualiti tinggi menuju ke dunia.

Pelaburan Asing Melangkah: Raksasa 37 Tahun Masuk, Fokus pada Tayar Khas

Kepercayaan diri menyambut tetamu ini berpunca dari pengumpulan industri yang mendalam Kumpulan Yaogan. Pada 17 Julai, Yaogan International dengan modal berdaftar 10 juta dolar AS dibuka secara rasmi di Daerah Shanyang, Jiaozuo, menjadi projek pelaburan asing utama yang ditumpukan di daerah tersebut bagi tahun 2025. Ibu syarikat, Kumpulan Yaogan Malaysia, telah menitikberatkan pembuatan tayar selama 37 tahun, dengan perniagaan merentasi lebih 110 negara, dan telah lama bekerjasama dengan raksasa jentera kejuruteraan seperti XCMG, SANY dan Caterpillar. Pengulas industri menduga bahawa kilang tayar Yaogan di Jiaozuo kemungkinan besar akan menumpukan ke arah bidang keahliannya—pengeluaran tayar perlombongan dan tayar khas. Walaupun di Jiaozuo sudah terdapat raksasa tayar khas seperti Tayar Fengshen, kemasukan Yaogan akan membawa persaingan dan kerjasama baharu, namun ambisi aslinya tidak tertumpu di sini.

Penyelesaian Berbeza: Tidak Berganding di Laut Merah, Membina "Pusat Perdagangan" Ekspor

Menghadapi perang harga yang sengit di dalam negara, Yaogan (Henan) mempunyai pelarasan berbeza yang jelas: menjadi "Titik Kapasiti" dan "Pusat Perdagangan". Syarikat tersebut menegaskan akan memanfaatkan kelebihan kluster pembuatan China, mengintegrasikan sumber pembuatan peralatan berat di Jiaozuo dan kawasan sekitar, serta menubuhkan sistem rantaian bekalan antarabangsa. Fokus strategiknya adalah menjadikan Dataran Tengah sebagai pusat yang merentasi seluruh dunia, dengan utamanya membuka pasaran baharu seperti Rusia, Asia Tengah, Afrika, dll., dan membina rangkaian perdagangan yang merangkumi "Belt and Road".

Di bawah logik ini, Yaogan (Henan) memanfaatkan kelebihan kos dan kecekapan pembuatan China, dengan tujuan menjadi platform perdagangan multinasional yang menghubungkan pembuatan pintar China dengan pembangunan sumber global, bukannya menumpukan pada pasaran domestik. Pada masa hadapan, kumpulan juga akan memperkenalkan teknologi berpaten, mengintegrasikan rangkaian pemasaran global, dan berterusan mengembangkan pasaran premium Eropah dan Amerika.

Analisis industri berpendapat bahawa Kumpulan Yaogan melalui laluan baharu "Permintaan Luar + Kapasiti China + Rangkaian Perdagangan Global", bukan sahaja menyuntik sumber perdagangan antarabangsa ke Jiaozuo, tetapi juga menyediakan contoh yang sangat berharga untuk memerhati strategi baharu pelaburan asing di China.