When SAIC Motor reached a cumulative production and sales breakthrough of 100 million vehicles, becoming the first member of the "100 Million Club" in the history of China's automotive industry, the spotlight should not only shine on the world's first smart car and high-end independent brand passenger cars, but also on the silent force that supported modern logistics, public transportation, and infrastructure pillars, and completed the five-vehicle relay delivery at this grand event — SAIC Commercial Vehicles segment.

In the second half of the hundred-year change in the automotive industry, the new energy transformation of commercial vehicles is not only a key battle for the "Dual Carbon" goals, but also the core ruler to measure a country's automotive industry green competitiveness. SAIC Commercial Vehicles, carrying five brands including Maxus, Yuejin, IVECO, Hongyan, and SINOWO, submitted a highly valuable report card: the overall new energy penetration rate reached 35%, leading far ahead of traditional commercial vehicle enterprises, and injecting powerful "green momentum" into SAIC Motor's 100 million monument with its full-scenario product matrix, global top partner endorsements, and full-dimension user ecosystem. Behind this number is the profound transformation of China's commercial vehicles from "scale expansion" to "value leadership".

Structural Leadership: How does 35% penetration break the commercial vehicle "high emission, difficult decarbonization" curse?

For a long time, commercial vehicles were regarded as a "hard bone" for new energy transformation due to complex usage scenarios, high cost sensitivity, and high range requirements. However, SAIC Commercial Vehicles proved that this "bone" could be chewed up with a 35% overall new energy penetration rate. This number far exceeds the industry average, marking that its new energy strategy has crossed the policy-driven stage and entered the "harvest period" driven by the market.

This leading position is built on a complete and layered technical implementation logic.

First, there is the saturated coverage of "all energy routes". Unlike some companies betting on a single technical route, SAIC Commercial Vehicles has achieved a comprehensive layout of fuel, pure electric, plug-in hybrid, range extender, and hydrogen fuel. Especially at the 2026 Beijing Auto Show, "Maxus Da Na Super Range Extender", the "industry's first super range-extending large light commercial vehicle" launched by Maxus, accurately cut into the core pain points of city distribution logistics with the "large battery + small range extender" collaborative mode. Its CLTC comprehensive range exceeded 1,260 kilometers, pure electric range 312 kilometers, and the energy consumption per 100 kilometers was as low as 2.65L. This technical "precision calculation" directly translates into the "economic account" in users' hands, which is the key to the large-scale popularization of new energy commercial vehicles.

Second, the "penetration rate flying together" of core brands. The 35% overall data is composed of a solid base formed by multiple points blooming across brands. SINOWO buses achieved 100% comprehensive electrification, becoming a benchmark for urban public transportation zero-carbon transformation; the Yuejin brand's new energy light truck proportion approached 57% in all of 2025, meaning that for every two light trucks sold, one was new energy; Maxus's domestic new energy penetration rate frequently broke through 50% in single months, especially in its traditional strong light commercial vehicle sector, achieving a switch from "quantity" to "quality". This full-brand collaborative penetration, rather than reliance on a single "sharp spear" advance, has built SAIC Commercial Vehicles' irreproducible systematic advantage.

Finally, deep co-research in the industrial chain. The strategic cooperation with CATL's "technical co-research, ecosystem co-construction" has allowed SAIC Commercial Vehicles to occupy the commanding height in the core battery link. The equipped CATL Tianxing battery not only has an extremely low failure rate of one in a billion levels, but also provides a cycle life of 7,000 cycles and warranty of 8 years or 600,000 kilometers, which hits the fundamental concerns of commercial vehicle users on "reliability and residual value". Solving user anxiety from the bottom layer technology, SAIC Commercial Vehicles' new energy leading is the successful conversion of technical dividends to market dividends.

From "Product Overseas Expansion" to "Solution Export": Brand Dimension War Behind Globalization

On the global automotive stage, the internationalization degree of commercial vehicles is a direct embodiment of measuring a country's automotive industry competitiveness. SAIC Commercial Vehicles not only leads the new energy transformation in the domestic market, but also reshapes the gold content of "Made in China" in the global market. The core of its globalization story has upgraded from early "selling products" to "exporting systems, standards, and ecosystems".

Data is the most intuitive proof. In 2025, SAIC Commercial Vehicles exported 103,000 vehicles overseas, with a year-on-year growth of over 25%, and light commercial vehicle exports ranked first among Chinese brands, with pickups ranking second. Entering 2026, this momentum has increased, with overseas sales breaking through 10,000 vehicles in April alone, a year-on-year increase of 40%. This is not only an increase in quantity but a qualitative leap. In markets such as Australia, Chile, and Malaysia, SAIC Commercial Vehicles' new energy products not only secured large orders but also occupied over 50% of the market share for pure electric commercial vehicles in Chile. This simultaneous breakthrough in developed countries and "Belt and Road" market lines proves that its products have reached global leading levels in quality, safety, and adaptability.

"Return orders" from global top customers are the best endorsement of brand power. At the SAIC Group 100 million vehicle delivery ceremony, international logistics giant DHL once again became the focus customer, receiving the Maxus delivered eDeliver 5. Since the cooperation in 2017, Maxus not only won DHL's largest procurement order in the European region but also became its preferred partner for global green logistics transformation. From DHL, FedEx, OnRoad, to SF Express, these industry giants who are picky about operating efficiency and TCO (Total Cost of Ownership) continuously choosing SAIC Commercial Vehicles is itself the highest evaluation of its product reliability, economic efficiency, and service support capabilities.

More worth noting is that SAIC Commercial Vehicles is completing the strategic dimension upgrade of the overseas expansion model. During the 2026 Beijing Auto Show, over 200 overseas dealers from more than 100 countries and regions gathered together to witness its four core strengths of "Quality, Technology, Ecosystem, Globalization". This marks that its overseas strategy has shifted from simple trade relations to a new stage of deep localization and full-scenario business solution export. By establishing overseas service centers, perfecting terminal sales networks, and initiating global modification ecosystem alliances, SAIC Commercial Vehicles is building a symbiotic and win-win global business ecosystem. It is not only selling a vehicle but exporting a green transport solution integrating vehicles, finance, services, and data. This transformation from "product output" to "capability output" is the inevitable path for China's commercial vehicles to truly walk to the center of the global stage.

Full-Scenario Coverage and User Value Reconstruction: From "Production Tools" to "Livelihood Partners" Dimension Upgrade

Commercial vehicles naturally have the attribute of "production tools", but SAIC Commercial Vehicles, by building a full-scenario product matrix and full-lifecycle user ecosystem, is redefining its social role. It is both the "wealth creation tool" of thousands of industries and the "warm partner" connecting livelihood.

In the product dimension, its coverage breadth is impressive. From heavy trucks supporting infrastructure projects, passenger cars serving city buses, to light trucks and light commercial vehicles deepening city distribution logistics, to pickups serving both commercial and outdoor needs, MPVs satisfying business and families, and even RVs carrying poetry and distance, SAIC Commercial Vehicles has built a full-scenario matrix of 7 car series. This "no blind spot" coverage ability enables it to provide highly customized solutions for different users. For example, in this 100 million vehicle delivery, IVECO Juxing EV broke through the mountainous passenger transportation range problem with its 100-degree large capacity battery, serving Henan Zhonglian Tourism; Hongyan i Jieshi Dump Trucks rode the complex road conditions of Shanxi with military-grade quality, escorting Hengtong Sheng Industry & Trade Company's infrastructure project. This precise scenario matching is the best embodiment of its product power.

In the value dimension, its service ecosystem construction goes beyond traditional buying and selling relationships. The "Lingju Capacity" built "Vehicle, Cargo, People, Data" integrated smart logistics ecosystem, and the "Star Plan" invested 15 million in farmer assistance funds, indicating SAIC Commercial Vehicles is thinking about how to help users better "make money". It is no longer passively providing transportation tools, but actively intervening in users' operation processes, lowering TCO through data empowerment and improving operational efficiency. Especially the "Star Plan" Motuo Action, assisted high-altitude area agricultural product transportation with pickup capacity, integrating commercial value and social responsibility, exploring a new path for rural revitalization of "Cars to the Countryside + Agricultural Products Going Up".

In the social responsibility dimension, its public welfare actions show enterprise warmth. Launching the AED Worry-Free Rescue Fund, creating the country's first commercial vehicle mobile AED public welfare fleet, this measure upgrades commercial vehicles from simple transport tools to mobile "Life Guardians". When vehicles become mobile emergency nodes, SAIC Commercial Vehicles' social value has achieved a qualitative leap. The landing of the 8S User Super Experience Center broke the traditional 4S Dealership boundary, providing integrated experiences of sales, service, ecosystem, and co-creation. This is itself a profound reconstruction of user relationships, shifting from the end of transactions to the starting point of relationships.

Conclusion:

SAIC Motor's 100 million vehicles is a period for an era, and more like a colon for the next journey. Behind this heavy milestone, SAIC Commercial Vehicles, with its 35% new energy penetration rate, full-scenario product strength, global brand influence, and warm user ecosystem, has strongly proved that it is not only the "ballast stone" for the group scale's summit, but also the "engine" leading the green transformation of China's commercial vehicle industry.

100 million users are not the end point, but a new starting point of trust. When the original intention of "serving livelihood, linking the world, driving the future" meets the era tide of new energy and globalization, SAIC Commercial Vehicles is driving China's commercial vehicle industry from scale leadership to value and brand full-range leadership with its systematic competitive advantages. On the map of the global green transport revolution, it has already become a key force that cannot be ignored.

比亞迪正式發布 2026 年 5 月產銷快報，全品牌新能源汽車單月銷量 383453 輛，同比微增 0.26%，時隔十個月實現單月銷量同比轉正；其中乘用車交付 376990 輛，環比大漲 19.4%，一掃前期車型換代陣痛，呈現國內基本盤穩固、海外銷量狂飆、高端品牌全線放量的全新格局，在國內新能源內捲加劇、特斯拉 FSD 入華、自主新品密集上市的市場環境中，走出獨有的結構性增長路線。

王朝 + 海洋兩大主力品牌 5 月合計售出 330215 輛，佔據集團總銷量超八成，仍是比亞迪銷量壓艙石，全系列共 8 款車型單月銷量突破 2 萬台，產品從 5 萬入門代步到 20 萬家用 SUV 實現全覆蓋。

王朝網內部，元家族 56691 輛、宋家族 51370 輛。雙雙跨過五萬門檻，成為品牌兩大銷量支柱，兼顧家用代步與城鄉出行需求；秦家族緊隨其後交出 28360 台穩定表現，漢、唐系列月銷維持六千級體量，深耕中大型家用轎車、SUV 細分市場；全新車型夏處於市場培育期，單月交付 1810 台，後續隨渠道鋪開有望穩步上量。

海洋網增長勢頭更為迅猛，全系五款車型跨入兩萬俱樂部：海獅 42615 台、海豹 34117 台、海鷗 39919 台、海豚 22260 台、宋 PLUS 27755 台。其中海鷗憑藉 6-8 萬親民定價穩居入門代步銷冠，海獅作為全新走量車型上市即站穩四萬量級，補齊海洋網中型 SUV 產品空白，完善海洋產品梯隊佈局。從代步小車到緊湊 SUV，兩大主品牌依托 DM-i 混動與純電雙線技術，牢牢鎖住 15 萬以內國內主流家用市場份額。

騰勢、方程豹、仰望組成的高端矩陣 5 月合計銷售 46489 輛，正式擺脫小眾定位，成為比亞迪品牌溢價與利潤增長新支點，打破自主品牌高端化難破局的行業魔咒。

越野品牌方程豹單月 30186 輛，同比暴漲 139.7%，創下品牌上市以來月度銷量新高，旗下鎦 7 單月 18280 台，豹 5、豹 8 穩定輸出，在 25-40 萬硬派越野細分市場持續擠壓合資、進口車型生存空間。

騰勢 5 月交付 16303 台，MPV 標桿 D9 售出 6721 台，Z9 系列近 6000 台，MPV、中大型轎車雙線發力，站穩豪華新能源賽道；百萬元級超豪華品牌仰望穩步爬坡，當月交付 286 台，同比增幅 105.8%，完成自主品牌天花板產品的市場驗證，形成從十幾萬家用、三四十萬越野、五十萬豪華 MPV 到百萬元級旗艦的全價格帶產品佈局。

5 月比亞迪乘用車和皮卡海外銷量 160177 輛，同比大漲 80.7%，出口佔全系總銷量突破 42%，創下品牌出海歷史新高，成為穩住 5 月整體銷量、實現同比轉正的核心驅動力。

東南亞、歐洲、拉美成為主力增量市場，海鷗、宋 PLUS、元系列持續登頂多國新能源熱銷榜單，SHARK 皮卡連續兩月單月出口突破 4000 台；依托泰國、巴西、匈牙利、烏茲別克斯坦四大海外整車工廠落地投產，本地化生產持續落地，規避關稅同時快速下沉終端渠道。在國內車市存量競爭、價格戰常態化背景下，高速擴容的海外市場有效對沖國內車型換代帶來的銷量波動，正式從補充市場升級為比亞迪核心增長引擎。截至當前，比亞迪新能源汽車全球累計銷量已經突破 1650 萬輛，全球化版圖持續拓寬。

5 月比亞迪智能化落地迎來關鍵節點，天神之眼智駕系統成為車型核心加分項：全品牌搭載高級智駕車型保有量突破 315 萬輛，日均路測數據超 2 億公里；當月比亞迪落地城市領航、智能泊車雙安全兜底服務，成為全球首家實現兩項智駕兜底的車企，政策落地三天後，搭載天神之眼系統車型的城市 NOA 激活率暴漲 50%，智能化體驗升級直接拉動終端到店訂單轉化，為後續車型持續走量築牢產品競爭力，直面 FSD 入華帶來的智駕市場衝擊。

從數據細節來看，2026 年 1-5 月比亞迪累計銷量 1405039 輛，同比下滑 20.32%，核心誘因是全系主力車型集中換代、第二代閃充刀片電池產能爬坡受限。新款閃充電池升級快充與低溫性能，全系換代車型優先換裝新電池，但產線改造拖累產能釋放，熱門車型訂單積壓、交付延後，一定程度壓縮 5 月交付體量。

隨著二季度末二代刀片電池產能持續釋放，疊加騰勢 N8L、方程豹鎦 7 純電版、海獅 05、夏 L 等多款新車陸續登陸市場，業內普遍預判比亞迪 6 月全品牌銷量有望突破 40 萬輛。依托低端走量鎖份額、高端提利潤、海外衝增量、智能化提產品力的四維發展邏輯，在國內新能源淘汰賽加劇的當下，比亞迪全品類佈局優勢持續放大，坐穩國內新能源龍頭，加速向著全球頭部車企穩步邁進。

兄弟姐妹們，今日講一個出海嘅大新聞——唔係賣車，係賣「司機」。6 月 2 號，文遠知行同 Uber 聯合宣佈咗一件事：計劃喺西班牙馬德里推出該國首個商業化 Robotaxi 試點服務。意思就係：西班牙人好快就可以用 Uber 叫到一台冇司機嘅出租車。呢次係文遠知行同 Uber 第一次一齊進入歐洲市場。馬德里亦成為文遠知行 Robotaxi 駛入嘅全球第十二個城市。

官方消息話，喺馬德里自治區政府嘅支持下，呢項服務今年內就會正式啟動。到嗰陣，馬德里嘅朋友哋打開 Uber App，就有一鍵呼叫文遠知行嘅 Robotaxi。同叫普通網約車一樣，分別係嚟嘅車冇駕駛員——至少喺初期，仲係有分別嘅。運營初期，車入面會配備經過專業培訓嘅安全員，終究係剛上線，穩妥第一。

文遠知行呢間公司，你可能聽過，也可能冇聽過。簡單介紹下：2017 年成立，一直埋頭搞 Robotaxi 技術研發同商業化。而家佢嘅 Robotaxi 已經覆蓋咗廣州、北京、新加坡、阿布達比、迪拜、利雅得、蘇黎世……加埋而家嘅馬德里，一共 12 個城市。西班牙亦係文遠知行進入嘅第五個歐洲市場——之前已經入咗瑞士、法國、比利時、斯洛伐克。按照文遠知行同 Uber 喺 2025 年 5 月達成嘅規劃，佢哋要喺五年內新增 15 個國際城市部署 Robotaxi 服務，全球部署數萬輛 Robotaxi。隨著馬德里落地，目前已經完成咗 4 個城市嘅佈局，仲有 11 個會喺 2030 年前陸續覆蓋。

講真嘅，中國自動駕駛公司出海唔係頭一回，但中國技術 + 全球出行平台 + 歐洲市場呢個組合，定係好有意思。馬德里係歐洲最具商業潛力嘅 Robotaxi 市場之一，人口多、出行需求大，當地政策都好友善。喺呢個市場站穩腳根，對文遠知行嚟講係個唔小嘅里程碑。對 Uber 嚟講，引進 Robotaxi 都係為咗降低成本——終究司機唔使發人工。對馬德里市民嚟講，以後打車可能更平。

6 月 7 日，東風柳州汽車喺廣西柳州國際會展中心舉行第 10 屆 67 品牌客戶日活動。

正值「十五五」開局之年，現場正式發布「十五五」戰略規劃，首次展示商用車 T1 平台技術成果，推出兩款戰略重卡；亮相翼威 2 房車；官宣 2027 款星海 V9 上市；落實女性卡友關懷計劃、迭代升級公益項目。

十五五戰略規劃——「725·雙領先」

「十四五」期間，東風柳州汽車完成燃油、混動、純電產品初步佈局，構建起完善的供應鏈、終端渠道與服務網絡。數據顯示，2025 年東風柳州汽車全年銷售 13.3 萬輛，同比增長 12%，商用車同比增長 40.3%，其中新能源商用車增長 181%；乘用車新能源同比增長 25.1%；海外出口連續三年創歷史新高。

面向「十五五」，東風柳州汽車正式發布「725·雙領先」戰略規劃：商用車聚力 7 萬輛，實現南方區域市場領先，全面佈局純電、氫燃料、甲醇、混動等全棧技術，打造全場景運輸解決方案；乘用車衝刺 25 萬輛，聚焦 MPV 賽道；海外市場錨定 2030 年銷量達 15.5 萬輛，深耕越南、印尼等東南亞核心市場，加速拓展歐洲、中東、非洲等新興區域，兌現「在海外再造一個東風柳州汽車」。

東風柳州汽車有限公司總經理林長波表示，公司將以此為目標，推動從「製造型」向「服務型 + 生態型」企業轉型，為客戶提供覆蓋全場景的一站式解決方案。

商用車 T1 平台技術成果及兩款戰略重卡——乘龍 H7 PRO 氫耀版 乘龍翼威 5 超能版電動重卡

本屆品牌日，東風柳州汽車首次展示東風集團 T1 商用車新能源平台技術成果。該平台於 2026 年 5 月 20 日由東風集團正式發布，作為面向全場景的「4.0 氫電一體化模塊化平台」，它以氫能錨定科技方向、純電夯實價值根基，整合燃料電池、儲氫、動力電池、中央域控、集成熱管理及電驅動六大核心模塊，具備自重輕、補能快、能耗低、高安全四大核心優勢，重新定義商用車客戶價值新高度。

基於 T1 平台，東風柳州汽車重磅發布兩款戰略車型，精準覆蓋幹線物流、城市配送等全場景運輸需求：

乘龍 H7 PRO 氫耀版 聚焦中長途幹線物流場景，主打「低氫耗、長續航、長壽命、高效率、高可靠」五大硬核優勢。首推「大氫堆 + 小電量」方案，搭載 400kW 大功率高效氫堆，配合場景化動力鏈匹配技術，百公里綜合氫耗低至 7 公斤；配備 75MPa 高壓儲氫系統（可擴展液氫），最大儲氫量 125 公斤，續航超 1700 公里。同時推出可氫可電的「小氫堆 + 大電量」定制版，搭載自研氫燃料增程技術，續航覆蓋 500-1000 公里。

乘龍翼威 5 超能版電動重卡 聚焦城市配送、港口倒短等場景，具備「超輕、超省、超快、高安全、高可靠、高智能」六大核心優勢。整車自重 8.8 噸，搭載 68 項輕量化技術；綜合電耗低至 1 度/1 公里；支持兆瓦級超充，20 分鐘內可完成補能；電池採用納米阻燃技術，搭配全流程嚴苛測試，安全性與可靠性對標燃油車；配備智能行駛輔助、AI 雲跟車等功能，優化長途駕駛體驗。

翼威 2 房車東風柳州汽車還將新能源探索延伸至房車場景，翼威 2 房車正式亮相。該車搭載 100 度電池與 120L 油箱，綜合續航可達 1400 公里，駐車可滿足空調、冰箱、影音等全屋電器全天候運行。

2027 款星海 V9 上市 超級置換價 16.99 萬起

乘用車領域也迎來重磅煥新——2027 款星海 V9 正式上市。

2027 款星海 V9 定位「豪華智電頭等艙」，官方指導價 17.99 萬 -22.99 萬元，超級置換價 16.99 萬 -21.99 萬元。

2027 款星海 V9 圍繞豪華、寬敞、智能、安全、無憂五大維度全面進階，帶來 20 多項軟硬件升級。

豪華 配備主駕座椅 + 女王副駕、二排 12 向電動調節按摩座椅、5L 冷暖車載冰箱，打造尊享出行體驗；

空間 車身尺寸優化，儲物空間達 2792L，滿足全家出行裝載需求；

智能 搭載高通驍龍 8295P 旗艦芯片與雙 15.6 英寸大屏，配合雙 AI 大模型，車機流暢度與交互體驗大幅提升；

安全 超 70% 高強鋼車身 + 哨兵模式，築牢安全防線；

能耗 馬赫混動發動機饋電油耗低至 5.27L，兼顧動力與經濟性。

華為智駕賦能，首款落地車型星海 V6 將於下半年上市

十五五戰略發布後，東風柳州汽車與華為乾崑智駕正式簽約，風行星海系列將搭載華為智駕系統，首款落地車型為星海 V6，定位「華為乾崑智駕親民大六座」，預計今年下半年上市。此次合作是「央企製造」與「華為智駕」的深度融合，雙方將在智能座艙、車聯網、數字化生態等領域協同發力，以頂尖智駕技術賦能親民車型，推動智能駕駛普惠化，助力東風柳州汽車乘用車智能化實力跨越式提升。

首映主題紀錄片《她・在路上》及乘龍 H5V 木蘭版

活動現場，東風柳州汽車發布女性卡友關懷計劃，首映主題紀錄片《她・在路上》，致敬女性卡友的堅守與付出。

同時推出乘龍 H5V 木蘭版車型，圍繞駕乘起居、私密安全兩大維度升級：標配 360° 全景影像、駐車監控、SOS 緊急求助功能，築牢安全屏障；搭載隱藏式車載洗手間、隱私隔簾、駐車熱水系統、座椅加熱等配置，全方位守護女性卡友出行舒適與安全。

此外，發布「她・港灣」女性卡友關懷計劃，從健康守護、卡姐同行、事業賦能三大維度，構建全方位關懷生態，讓女性卡友出行更安心、生活更舒心。

迭代公益項目

東風柳州汽車還迭代升級了公益項目——「望子乘龍」，該計劃自啟動以來，已累計資助近 2000 名卡友學子圓夢大學。2025 年，該計劃升級至 2.0 版本，而在此次品牌客戶日，這一公益計劃迎來又一次跨越——「望子乘龍·青衿築業計劃」正式發布。