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9月21日，“岚图智尊之旅”于武汉开启，来自东南亚及中国香港的70余家海外媒体走进岚图，近距离探访工厂并深度体验即将上市的岚图梦想家9，直观感受中国新能源向上出海的硬实力。
参访团首先走进岚图黄金智慧工厂，观摩柔性智能化生产线。依托5G、AI与大数据技术，工厂实现多车型混线生产，双线协同年产能可达45万辆，每40秒即可完成一台整车下线，每台车的全流程数据都拥有专属“数字身份证”，海外媒体对这套数字化制造体系表现出浓厚兴趣。同时，规模超3万平方米的全功能用户中心，集展示、改装、维保、补能于一体的直营服务模式，也让海外媒体看到中国品牌完整的用户运营思路。
本次活动的核心看点，是即将在9月22日全球上市的旗舰MPV岚图梦想家9。该车未售先火，预售48小时小订突破30000台，老用户增换购占比可观。海外媒体重点体验了“一舱八境”座舱，二排可旋转零重力座椅，能够无缝切换商务、休憩、旅居多种场景，把东方豪华座舱理念具象化。现场还同步体验了追光S、泰山X8等多款车型，完整感受岚图全栈自研的产品矩阵。
全球化层面，岚图已经进入全球40个国家及地区，布局240余家海外网点，正推进欧洲、中东市场拓展，右舵车型也在蓄势待发。过去中国出海更多以产品输出为主，如今岚图正在把整车制造、产品设计、全套服务体系一并向外输出。
对于海外媒体而言，这次实地探访，不只是体验一台旗舰MPV，更是看到中国高端新能源从制造、产品到服务的综合实力，也预示着中国豪华新能源在全球市场拥有更大的想象空间。
In the SUV market in Malaysia, many buyers compare Honda CR-V and Kia Sportage when choosing a car. These two models are quite close in price and positioning. Today we will make a detailed comparison from multiple aspects to help you save time doing research.
Honda CR-V's OTR price in Malaysia is RM 178,200 - 195,900, with a total of 4 versions, including 2026 e:HEV 2.0L 2WD RS (RM 195,900), 2026 1.5T 4WD V (RM 181,900), 2026 e:HEV 2.0L 2WD E (RM 178,200), etc.
Kia Sportage's OTR price in Malaysia is RM 129,639 - 179,320, with a total of 4 versions, including 2025 1.6T DCT 4WD High (RM 179,320), 2025 1.6T DCT 2WD High (RM 159,320), 2025 2.0L AT 2WD High (RM 139,639), etc.
From a price perspective, Kia Sportage's starting price is RM 48,561 cheaper than Honda CR-V. Honestly, in this price range, a difference of a few thousand isn't really that big. The key is still looking at overall value for money and long-term ownership costs.
Honda CR-V body length is 4500 mm, trunk space is 450 L.
Kia Sportage body length is 4400 mm, trunk space is 400 L.
In terms of space, Honda CR-V's body is 100 mm longer than Kia Sportage, and the interior seating space is slightly more spacious, especially the rear legroom. If you often carry family members or need to fit a stroller, a larger body is indeed more practical.
Honda CR-V warranty 5 years/unlimited mileage, maintenance interval every 10,000km or 6 months.
Kia Sportage warranty 5 years/300,000km, maintenance interval every 10,000km or 6 months.
Both Honda CR-V and Kia Sportage are mainstream choices in the Malaysian market, suitable for family use and daily commuting. If you value brand reputation and resale value more, you might prioritize the one with better reputation; if you care more about value for money and features, choose the one with richer configuration. Ultimately, it is recommended to test drive both models, as experiencing it firsthand is the most important.
Overall, both Honda CR-V and Kia Sportage are very good models in the Malaysian market. Which one to choose mainly depends on your personal needs and budget. It is recommended to do your research, compare quotes from several car dealers, and then test drive to make the final decision. Buying a car is a big matter, spending some time on research will never go wrong.
In Malaysia's SUV market, many buyers compare Proton X90 and GWM Haval H6 when choosing a car. These two cars are quite close in price and positioning, so today we will make a detailed comparison from multiple aspects to help you save time on research.
Proton X90's OTR price in Malaysia is RM 106,800 - 122,800, with a total of 4 versions, including 2026 1.5T Prime X (RM 122,800), 2026 1.5T Prime (RM 116,800), 2026 1.5T Lite (RM 106,800) etc.
GWM Haval H6's OTR price in Malaysia is RM 139,750 - 139,750, with a total of 2 versions, including 1.5L Turbo Standard (RM 140,000), 1.5L Turbo Premium (RM 155,000) etc.
From the price perspective, Proton X90's starting price is indeed RM 32,950 cheaper than GWM Haval H6. If your budget is limited, Proton's entry-level version can already meet daily needs. But also note, that difference of a few thousand might involve trade-offs in features, depending specifically on your needs.
Proton X90 is equipped with 1.5L Turbo, 140 hp. Official fuel consumption 7.0 L/100km.
GWM Haval H6 is equipped with Hybrid, 170 hp. Official fuel consumption 4.5 L/100km.
In terms of power, GWM Haval H6's Hybrid has 30 more horsepower than Proton X90's 1.5L Turbo. However, for daily city driving, the power of both cars is sufficient, and you won't feel a lack of power.
Proton X90's safety rating is 5★ (ASEAN NCAP), active safety systems include ADAS (ACC, AEB, LKA, LDA, BSM, RCTA).
GWM Haval H6's safety rating is TBD, active safety systems include Basic.
Regarding safety features, both cars received good ratings. However, Proton X90's ADAS (ACC, AEB, LKA, LDA, BSM, RCTA) and GWM Haval H6's Basic have some differences in functions. If you value active safety, you can compare the function lists of both in detail.
Proton X90 body length 4400 mm, trunk 400 L.
GWM Haval H6 body length 4400 mm, trunk 400 L.
The dimensions of both cars are almost the same, and the interior space difference is not significant. For cars in this class, daily use is completely sufficient.
Proton X90 warranty 5 years/150,000km, maintenance interval every 10,000km or 6 months.
GWM Haval H6 warranty 7 years/150,000km, maintenance interval every 10,000km or 6 months.
Overall, Proton X90 and GWM Haval H6 are both very good models in the Malaysia market. Choosing which one depends mainly on your personal needs and budget. It is recommended that everyone does thorough research, compares quotes from several dealerships, and then goes for a test drive to make the final decision. Buying a car is a big matter, and spending some time doing research will never be wrong.
In 2026, Chery's new QQ3 lands in Southeast Asia's core markets of Thailand and Indonesia under the overseas name Chery Q. Relying on 20 years of national sentiment accumulation and global unified car-making standards, orders in both markets explode across the board, becoming the first phenomenon-level product for Chinese mini pure electric vehicles going global. No reduced specs, no market-specific models. Establishing a foothold in the Southeast Asia commuter market with four core product values: "High Looks, Big Vision, Strong Body, Understands You Better", joining hands with MINI and SMART to build the "World's Three Little Ones" global mini car culture matrix, practicing Chery's "Happiness Equality" global car-making philosophy.
Recently, Chery Motors disclosed the latest sales data for the new QQ3 overseas market: The Thailand market started pre-sales after the global debut at the March Bangkok International Motor Show (BIMS), orders exceeded 3,000 units in the month of launch, and mass delivery started in July; The Indonesia market officially went on sale on July 31 at the GIIAS Indonesia Motor Show, with orders exceeding 6,000 units by the end of July. Orders from Thailand and Indonesia combined broke 10,000, plus 56,000 orders from the first month of domestic launch, the new QQ3 achieved dual-line sales success both domestically and internationally, presenting a benchmark answer sheet for Chinese premium mini cars going global.
Dual-Engine Market Synchronous Explosion, Chinese Mini Car Creates Southeast Asia Export Phenomenon
As the first landing site for Chery QQ's global strategy, Thailand and Indonesia simultaneously landed Chery Q. The two markets formed a "Southeast Asia Dual-Engine" hot sales pattern, data verifying the systematic product competitiveness of Chinese pure electric mini cars.
In the Thailand market, Chery Q completed its Southeast Asia global debut at the March 2026 BIMS Bangkok Motor Show and started pre-sales, orders broke 1,000 units in ten days of sale; On June 24, the official price was announced as 449,900-519,900 Thai Baht, unlocking full configuration simultaneously, cumulative orders strongly broke 3,000 units, and the first batch of new cars completed user delivery in July. Bangkok's city traffic conditions with many narrow alleys, low daily car usage costs, make the small and agile Chery Q the first choice for urban commuting, market delivery pace continues to climb.
In the Indonesia market, Chery Q held an exclusive naming launch event on May 18, landed at the GIIAS Indonesia International Motor Show on July 31 to officially go on sale, official price 239.9 million - 264.9 million Indonesian Rupiah, orders broke 6,000 units by the end of July, the first batch of vehicles is expected to be delivered in bulk in September. Local middle-aged family users collectively booked due to 20-year-old QQ sentiment, young Z-generation were attracted by trendy designs and crossover intelligent configuration, two generations of consumer groups jointly drove orders up.
Domestic and foreign markets formed a powerful linkage, domestic new QQ3 launched first month orders broke 56,000 units, overseas Thailand and Indonesia orders accumulated nearly 10,000 units, one inside one outside dual-line explosion, broke the overseas market's inherent cognition of Chinese small electric cars as "cheap low-spec", became the 2026 Southeast Asia new energy market phenomenon-level model.
Twenty-Year Sentiment IP Revitalizes Return, From National Commuter Car to Global Premium ICON
Chery QQ has been working deep in the Southeast Asia market for 20 years, the 2006 old QQ officially entered Thailand and Indonesia in 2006, accompanied two generations of locals to travel, precipitating deep national sentiment. In 2026 Chery Q makes a brand new return, not only replicating classic sentiment but also completing all-around product crossover, achieving brand leap from "Southeast Asia National Commuter Car" to "Global Premium Mini Car ICON".
Chery Thailand General Manager Jim Lee stated in the launch event: "Chery QQ accompanied Thai users for a whole 20 years, this user sentiment precipitated locally is our greatest confidence for working deep in the Southeast Asia market." Indonesia market also triggered a nostalgia wave, a large number of old QQ owners actively booked new models at the store, sentiment consumption became one of the core drivers of order growth.
Above sentiment, the new QQ3 completed upgrades with hardcore product power: Won German Red Dot Design double grand prizes, 2700mm crossover B-class wheelbase, Rhinoceros full-domain safety battery, Qualcomm 8155 intelligent cockpit support, balancing retro sentiment and modern electric travel needs. At the same time Chery proposed "Happiness Equality" global concept, Thailand and Indonesia overseas users and domestic consumers enjoy completely equal product configuration, no reduction, no special supply. In the global small car track, Chery Q with German SMART, British MINI compose "World's Three Little Ones", representing Chinese car design and manufacturing culture officially walking towards the global stage.
Global Same Standard No Special Supply, One Standard Creates Global Premium Pure Electric Mini Car
Unlike most brands launching simplified low-spec special supply models targeting overseas, Chery Q is built based on Chery's native intelligent pure electric platform, achieving domestic version, overseas version same platform, same quality, same configuration, only completed right-hand drive localization adaptation targeting Southeast Asia regulations, core hardware, safety standards, intelligent configuration not reduced at all.
Chery Automobile Co., Ltd. Vice President, Chery Brand Domestic Business Group Executive Deputy General Manager Zhang Hongyu clearly stated: "From chassis architecture, Rhinoceros liquid-cooled battery to high-strength cage body, Chery Q synchronously adapts to Southeast Asia right-hand drive regulations, experienced global multi-region high temperature, high humidity, wading severe tests, persist in no cost-cutting, no special supply." Indonesia Chery Promotion Company (CSI) General Manager Assistant Zeng Shuo also emphasized, Indonesia market operations will always put product quality before profit.
Targeting Southeast Asia high temperature and rainy regional characteristics, new car targeted strengthens localization adaptation: Battery reaches IP68 top waterproof dustproof grade, no fear of rainy season water accumulation wading; Whole vehicle heat dissipation system specialized optimization, adap to tropical long-term high temperature conditions. Product level completely retains domestic "10 items unique in class, 13 items leading in class" crossover configuration: Class-unique 70L intelligent electric front storage box, 1300MPa integral hot-formed door ring, outside vehicle voice / outside vehicle shout function, 10-layer cloud comfort ventilation heating seat; Leading class 2700mm extra-long wheelbase, 16.5 minute fast charge (30%-80%), 82% high-strength steel body, Qualcomm 8155 Lingxi intelligent cockpit, 100+ scenario automatic parking all synchronized landing in Southeast Asia, forming significant product advantage in local same price models.
Car paint adopts Ferrari-sourced Kansai, Axalta, PPG six-layer 2K high-end clear coat process, whole vehicle ten years not easy to fade, gloss decay far lower than industry standard, adap to Southeast Asia strong sun environment; Whole vehicle 38 storage spaces, 375-1450L expandable trunk, 6.6kW high power external discharge, balancing urban commuting, family storage, outdoor camping multiple scenarios.
User Reputation Truly Goes Viral, Women, Young Groups Become Overseas Core Consumption Main Force
Real user reviews became the core driving force for Chery Q continuous hot sales, in Thailand market, 62% orders come from female users, Facebook, Instagram social platforms large number of young car owners spontaneously share car photos, high looks, low cost, easy parking three major advantages gain universal praise.
Thailand users generally feedback, Chery Q square-round aesthetics shape identification pulled full, 7 kinds factory body colors + 36 colors DIY roof satisfy personalized aesthetics; Body small, in Bangkok narrow alleys, small parking lots easy U-turn parking; Car usage cost extremely advantageous, 100 km electricity cost only 5 Thai Baht, long-term commuting economy no pressure. Outside vehicle voice, transparent chassis, fully automatic parking and other intelligent functions, greatly reduce city commuting driving threshold.
Indonesia users value sentiment and safety dual value more, old owners repurchase due to sentiment, young family users are moved by Panshi cage body, Rhinoceros full-domain safety battery, six airbag configuration, thoroughly eliminate pure electric vehicle safety anxiety. Local authoritative auto media gives professional endorsement: Thailand Autolife Thailand evaluates Chery Q has no opponent at 500,000 Thai Baht price point; Indonesia OtoDriver admits directly, Chery Q relies on comprehensive balanced product power, directly benchmarking Geely EX2, reshaping local small pure electric market competition landscape.
Whole vehicle safety level, Chery Q equipped with Five Vertical Eight Horizontal Cage Panshi Body, high-strength steel proportion 82%, 16% hot-formed steel, integral 1300MPa hot-formed door ring; Rhinoceros battery equipped with 360° high-strength steel armor, single cell independent explosion-proof valve, achieve cell runaway no heat propagation, no fire explosion, passed China Automotive Technology and Research Center six dimensions six-dimension electric safety certification; 540° panoramic image, L2 level Falcon intelligent driving assistance, 38 meters class-top 100km braking distance, all-round guard Southeast Asia city travel safety.
Intelligent cockpit equipped with 15.6-inch 2.5K ultra-clear center control screen, Carmind vehicle large model, supports AI painting, natural voice interaction, full-domain vehicle control; 256-color music rhythm ambient light, 50W heat dissipation wireless fast charge, whole vehicle CarPlay/HiCar mobile phone interconnection, hundred car applications, brings localized intelligent experience for Southeast Asia young users.
New QQ3 (Chery Q) Southeast Asia market hot sales, is Chery's global strategy key milestone, also Chinese small new energy vehicle output global premium product power landmark event. Future Chery will continue with "Global Unified Standard, Localized Precision Adaptation" as core, continue working deep in Southeast Asia market, bring "Happiness Equality" travel concept to bring to more global users, continue consolidating "World's Three Little Ones, China has QQ" global mini car culture positioning, let Chinese intelligent make premium mini cars drive to more global markets.
慢工造好車！奇瑞風雲 T7 預售 10.99 萬起，六大剛需拉滿全球品質
8 月 12 日，奇瑞風雲 T7 正式開啟預售，發布會以“慢工造好車，久等了”為核心主題，傳遞奇瑞長期主義造車初心。依托 23 年全球化技術積澱，新車走逆向出海試煉路線，以嚴格全球標準打磨產品，推出 3 款車型，預售區間 10.99-12.99 萬元，下單即享 7 重超值購車權益，兼顧親切定價與越級產品力。
當下新能源產業進入“中國主場”，奇瑞風雲 T7 跳出速成造車思維，圍繞當代家庭六大用車剛需打造全能純電 SUV，通勤、長途自駕、戶外露營、全家出行全場景適配，從顏值、安全、續航、智能、空間、售後六大維度全方位突破。
顏值剛需：融匯東西方美學，久用依然如新
依托奇瑞十大全球設計中心，聯合五千餘名用戶共創，同源車型登陸米蘭設計周斬獲國際認可。風雲 T7 打造御風前臉 + 風塑綢緞車身 + 天際霞光貫穿尾燈，簡約國際風融合東方溫潤氣韻。
車身同步海外耐侯車漆標準，提供熾焰橙、山煙紫、雲粉米等 6 款潮流配色；內飾提供溫暖黑棕、極夜黑曜兩套座艙風格，大面積軟包覆搭配菱格縫紉、鵝卵石懸浮音響，精緻感拉滿。全車內飾塑膠、皮革、密封條抗老化抗褪色，常年使用不易顯舊。
安全剛需：對標五星標準，全車無死角防護
整車按照 2026 版 E-NCAP 五星安全標準開發，功能安全達 ASILD 最高等級。歷經 5 年研發、81 台耐久車同步路試，總測試里程超 600 萬公里，遠赴東南亞、中東、印尼完成高溫、高濕、雨季涉水極限試煉。
車身採用 80% 高強度鋼 + 18.84% 熱成型鋼打造九橫五縱籠式結構，9 前 6 側多重碰撞傳力通道，搭配 9 個安全氣囊（含 48L 雙腔遠端氣囊）；全系標準配備犀牛動力電池，6D 立體防護，IP68 級防水防護能力為國標 96 倍，暴雨涉水、城市內澇無懼電池短路。
出行剛需：全系 600km 續航平權，告別里程焦慮
風雲 T7 實現續航配置全系平等，統一搭載 65.05kWh 犀牛電池，CLTC 標準續航 600km，實際實測續航超 667km，實打實反向虛標。快充性能亮眼，30%-80% 電量僅需 20 分鐘，短途補能無需久等。
搭載雙源寬熱泵空調搭配高壓 PTC，-30℃至 55℃超寬溫域穩定工作，北方冬季制熱省電、南方酷暑散熱高效；配合 AGS 主動進氣格柵與 14 項低風阻優化，高低速能耗表現穩定，適配全球各類氣候路況。
智能剛需：4nm 高算力芯片，座艙智駕雙在線
新車搭載艙駕一體 8775 芯片，4nm 製程、72TOPS 算力，系統響應僅 80ms，開機速度提升 33%，操作流暢無卡頓。
智能座艙配備 15.6 英寸 2.5K 防眩光大螢幕，無線支援 CarPlay、華為 HiCar 等全品類手機互聯；靈犀智艙 2.0 內建多風格 AI 語音助手，內建小憩、露營、寵物六大专屬場景模式。
獵鷹 500 智駕系統搭載 22 顆高精度傳感器，支援 300+ 場景全自動泊車，斷頭路泊車、循跡倒車、跨樓層泊車輕鬆實現，徹底解決停車難題。
舒享剛需：大空間大師底盤，全家出行超安逸
車身尺寸 4570×1852×1694mm，軸距 2700mm，車內得房率 84%，後排純平地台，腿部空間可達 911mm；常規尾箱 450L，後排放倒拓展至 1550L，形成 1955mm 純平大牀，露營休憩、大件裝載毫無壓力。
9 層雲感座椅內建通風、3 檔加熱功能，低溫 5 分鐘快速升溫；全車 38 處儲物格，車內標準配備承重鉚環與掛鉤，露營裝備輕鬆固定。底盤由瑪莎拉蒂前調校專家帶隊打磨，50.8:49.2 黃金軸荷比，過彎穩定、行駛質感高級，依托奇瑞多年 K&C 底盤試驗技術，駕乘舒適度遠超同級。
安心剛需：四大兜底終身權益，用車全程無憂
購車即享雙重兜底保障 + 兩項終身權益，徹底打消養車、用車顧慮：
兩大兜底保障
兩大終身權益
從全球設計、全球研發、全球路試到全球製造，奇瑞風雲 T7 以全鏈路全球化品質，打造十萬級純電 SUV 價值標竿。不做速成車，只造經得起歲月與全球路況考驗嘅家用 SUV，用顏值、安全、續航、智能、舒適、售後六大剛需實力，滿足中國品質家庭全部出行期待。目前新車已開啟預售，靜候用戶到店體驗。
In the Malaysia SUV market, many buyers compare the Proton X70 and Subaru Crosstrek when choosing a car. Both cars are quite close in price and positioning. Today we will make a detailed comparison from multiple aspects to help you save time on research.
The Proton X70 OTR price in Malaysia is RM 106,800 - 122,300. There are 3 versions in total, including 1.5L Standard 2WD (RM 106,800), 1.5L Executive 2WD (RM 115,800), 1.5L Premium 2WD (RM 122,300), etc.
The Subaru Crosstrek OTR price in Malaysia is RM 145,000 - 160,000. There is 1 version in total, including 2.0L e-Boxer (RM 150,000), etc.
In terms of price, the Proton X70's starting price is indeed RM 38,200 cheaper than the Subaru Crosstrek. If your budget is limited, the Proton entry-level version can already meet daily needs. But also note, that price difference of a few thousand may have compromises on features, depending on your needs.
The Proton X70 safety rating is 5★ (ASEAN NCAP). Active safety system includes ADAS (ACC, AEB, LKA, LDA, BSM, RCTA).
The Subaru Crosstrek safety rating is 5★ (Euro NCAP). Active safety system includes EyeSight.
Regarding safety features, both cars received good ratings. However, the Proton X70's ADAS (ACC, AEB, LKA, LDA, BSM, RCTA) and Subaru Crosstrek's EyeSight have some differences in functionality. If you value active safety highly, you can compare the feature lists of both carefully.
The Proton X70 uses an FWD drive configuration.
The Subaru Crosstrek uses an FWD drive configuration.
The drive configuration for both cars is the same, both are FWD, so there won't be a huge difference in daily driving feel.
Proton X70 Warranty 5 years/150,000km, maintenance interval every 10,000km or 6 months.
Subaru Crosstrek Warranty 3 years/100,000km, maintenance interval every 10,000km or 6 months.
The Proton X70 and Subaru Crosstrek are both mainstream choices in the Malaysia market, suitable for family use and daily commuting. If you value brand reputation and resale value more, you can prioritize the one with better reputation. If you care more about value for money and features, choose the one with more features. In the end, it is recommended to test drive both, personal experience is the most important.
Overall, both Proton X70 and Subaru Crosstrek are very good car models in the Malaysia market. Which one to choose depends mainly on your personal needs and budget. It is recommended to do your research, compare quotes from several dealerships, and then test drive to make the final decision. Buying a car is a big matter, spending some time researching is never wrong.
People's sorrows and joys are not shared.
This statement also applies to the automotive industry this year.
Chip price hikes, memory price hikes, precious metal price hikes...The three heavy mountains press the car manufacturers until they can't catch their breath.
The profit margin of complete vehicle manufacturing has dropped toa historical low of 1.5%,even lower than bank fixed deposits.
In contrast, neighbors CATL are experiencing an unprecedented performance explosion.
In the first half of this year, CATLreported revenue of 276.9 billion yuan,a year-on-year increase of 54.8%.What makes people even more envious isa net profit of over 43 billion yuananda profit margin of 15.6%.
After comparison, an old topic is brought up again:
Are car manufacturers working for battery factories? Why does CATL make money?
Actually, the answer lies in a very Chinese business logic - "Win hearts and minds through virtue". This is not empty emotion, but hard core strength in every link of the industry chain.
Today, we will discuss CATL using the semi-annual financial report.
01. Supply Chain System Must Withstand Pressure
In 2022, new energy vehicle sales exploded, but lithium mining couldn't keep up, leading to severe shortage. Battery-grade lithium carbonate reached a historical high of 550,000 yuan/ton;procurement prices shot up like rockets.
At that time, some owners complained:"If the car breaks, changing a battery might be more expensive than the residual value!"
This year, the rapidly rising AI industry not only boosted chips and memory, but also made energy storage batteries, which provide stable power, become a rigid standard for computing power systems.
Consequently, car manufacturers in the manufacturing sector had to fight directly with high-profit tech companies,using high prices to snatch battery capacity.
Combined with the levy of battery consumption tax on Sept 1 this year, battery factories producing in advance, and continuous growth in NEV production and sales, battery-grade lithium carbonate once soared from a low of 58,000 yuan/ton last year to nearly 200,000 yuan/ton,more than 3 times the price!
The new round of battery price hikes,made CATL the target of public criticism once again.
But CATL really shouldn't carry this burden.
According to financial report data, in the first half of this year, CATL battery unit price was about 0.56 yuan/Wh,basically flat with last year.However, the gross profit margin of power battery businesswas 20.6%,down 1.7 percentage points year-on-year, a new low since 2024.
This means,CATL did not raise prices opportunistically, instead yielding part of the profit,actively "blocking bullets" for car manufacturers.
The reason CATL can withstand pressure is partly because since 2021, it has participated in the operation of raw materials like lithium, nickel, cobalt, phosphorus and related industries through self-construction, equity participation, joint ventures, acquisitions, and other methods,
Apart from a few domestic mines and salt lakes, CATL has also made industrial layouts in North America, Congo, Indonesia, Bolivia and other countries and regions,and useslong-term supply agreementsto hedge against the impact of raw material fluctuations on costs.
Taking the cooperation between CATL and Australia's Pilbara Minerals and Indonesian nickel giant ANTAM,supply prices and real-time market prices are decoupled,determined half a year or even a year in advance.
On the other hand, the effectiveness of this strategy of backward pressure on upstream is inseparable from a key factor:
Shipment volume.
In the first half of this year, CATL's total battery capacity was 498GWh,capacity utilization rate 94.86%,leading other battery manufacturers by a landslide.
Global market share of 40.2%, up 2.2 percentage points compared to last year,ranking first globally for 9 consecutive years.
For upstream, this means stable high-value orders and large-scale shipments;
For thecapital-intensivebattery industry, this means fixed costs of production, equipment, and labor can be fully amortized, and no impairment for idle production lines needs to be accrued.
For the same battery selling price of 0.56 yuan/Wh,CATL's cost might be only 0.44 yuan;for battery manufacturers with 60% capacity utilization, the cost might be 0.52 yuan.
Thisflexible profit margin,not only became the confidence for CATL to withstand pressure, but also "saved the day" for car manufacturers who urgently need supply chain support and cost control.
In the first half of this year, CATL's domestic market share has approached the high of 50%.
For every 2 cars sold, 1 uses CATL!
Taking the initiative to withstand upstream cost pressure during industry cyclical fluctuations and not transferring risks to downstream car manufacturers,this responsibility to bear pressure is the first layer of confidence for "winning hearts and minds through virtue"."Winning hearts and minds through virtue" is not enough.
So, why do car manufacturers choose CATL? Is it really just because prices and capacity are stable?
02. Battery Safety Relies on Strength
Only 7 months into this year, there have already been 3 recall-related events triggered by batch quality issues in power batteries.
In users' eyes, the primary responsible party is not the battery manufacturer, but thecar manufacturer they directly interact with.
For car manufacturers, this will quickly causea crisis of trust.The blow to sales and even the brand is devastating.
To reduce power battery failures, we cannot rely solely onvehicle-end softwaremonitoring, temperature control, and early warning, nor can we rely on post-event tracing and accountability, but need battery manufacturers inR&D and production phases,to build a solid foundation.
In plain terms, price stability is just the basic foundation.When car manufacturers choose battery suppliers,the real weakness lies in quality and safety.
In the electrochemical system, micrometer-level defects, one-in-a-million impurities, millivolt-level voltage fluctuations... These process deviations imperceptible to ordinary people can ultimately lead to internal resistance differentiation, temperature rise differences, and self-discharge imbalance constantly accumulating, eventually triggering the butterfly effect, causing irreversible huge losses.
What truly determines the safety and reliability of new energy vehicles over a lifecycle of hundreds of thousands of kilometers is not paper parameters like energy density and charging speed, butthe production consistency of hundreds of cells within the battery pack.
AndSafety brought by quality is exactly where CATL's greatest value lies.
Before leaving the factory, CATL's cells have a very strict hard indicator, known in the industry asPPB— for every 1 billion cells produced, less than 1 is allowed to have defects, 3 orders of magnitude lower than the industry average.
Even large-scale energy storage stations composed of millions of series-parallel connected cells will not trigger system-level safety accidents due to battery quality issues.
But putting effort only at the production end is not enough.
What many people don't know is that CATL has an independent department dedicated to battery safety, led personally by Zeng Yuqun, with over 500 R&D staff, internally called"the Adversarial Team".
Looking at the literal meaning, many would think this is a technical task force of CATL targeting competitor companies.
But in reality,what they fight is not others, but themselves:
"Will CATL's new technology or new products have problems under certain conditions? How big is the problem? Will it affect user life safety? Will it cause a trust crisis for car manufacturers?"
Using this kind of self-doubt, self-evidence, and self-analysis to ensure that even after the battery goes on the market, it can withstand extreme working conditions.
Here, there is also a little-known detail.
Even for niche models likePolestar 2,after a scrape, bottoming out, or replacing the entire battery pack, CATL will still take the damaged battery pack back fordisassembly and research.
On one hand, it is to self-check design defects and be responsible for other users of the same car model;on the other hand, it is to provide practical cases for subsequent R&D in the field ofbattery safety.
Thisattitude of wanting to do a little more on top of the safety bottom lineis something other battery manufacturers do not possess and is a unique competitiveness of CATL.
For this reason, the popular high-end large 6-seaters domestically, NIO ES8, AITO M9, Zeekr 9X, Li Auto L9, are all CATL series;
Including a list of global luxury brands such as Porsche, Maserati, Mercedes-Benz, BMW, Lotus, Volvo, are also using CATL.
Good cars use CATL, which has become an industry consensus.
But in the commercial world of batteries,quality and safety should not be divided by price segments; it should be a basic guarantee.
So even on pure electric cars worth tens of thousands of yuan, CATL's presence can be seen in large quantities.
Even Geely Xingyuan worth tens of thousands of yuan, adoptsCATL cells across the entire series.Relying on advantages in design, space, intelligence, and safety, it delivered over 800,000 units in 664 days since launch, and won the single-car sales champion for the past two years.
This once again verifies that only by earnestly making cars and ensuring safety and quality can one gain the joint recognition of the industry and users.
Carving safety into every detail of the production process, backing up user travel safety and car manufacturer brand reputation, this persistence in integrity is the second layer core of "winning hearts and minds through virtue".
03. The Automotive Industry Lacks Steadfastness
In an era where price cuts are almost instinctive,the steadfastness to resist the temptation of "bleeding involution" has instead become a scarce ability. Holding 372 billion yuan in cash and not starting a price war is much harder than starting one."Winning hearts and minds through virtue" is not enough.
In the past two years, the two terms frequently mentioned in the industry are "Anti-Involution" and "High-Quality Development".
Perhaps these two words are too formal, let's change the wording—"
There is no true "good goods at a low price" in the automotive industry; ultimately, it must return to the business logic of "you get what you pay for".
Unrestrained price wars will only fill the entire market with low-quality products, engulfing everyone involved, pushing the fast-moving train of new energy towards the abyss.
At this time, responsible leading enterprises need to stand up more,provide value through technology and service,rather than taking the whole industry to compete on price to the death.
In the first half of this year, CATLR&D investmentwas 11.4 billion yuan,a year-on-year increase of 12.7%;R&D personnel exceeded 20,000.
What does this concept mean?
CATL's R&D spending over half a year is not only more than the profits of some battery manufacturers, but also exceeds the full-year R&D investment of "Wei Xiao Li" (NIO, XPeng, Li Auto) from last year,on the same level as car manufacturers selling millions annually like SAIC and Geely.
Even looking globally, the automotive groups that can stabilize CATL are no more than a dozen.
It is worth noting that car manufacturers need to self-develop and pre-research new technologies, covering multiple fields such as three-electric systems, engines/transmissions, chassis, electronic/electrical architecture, cockpits, bodies, and assisted driving;batteries are just one of them.
From this perspective, CATL is more like "concentrating resources to do big things",helping car manufacturers take over the heavy responsibility of battery R&D with the strongest professionalism and most complex system,avoiding car manufacturers' repeated investments and resource waste at the frontend.
In this process, CATL also naturally becamea price anchor for high quality.
First, the big brother stands at the front with a 20% high gross margin, only then do the second-tier battery manufacturers behind have room to survive with 15-18% gross margins.
If CATL were to take out over 300 billion yuan in cash reserves to fight a price war, all industry profits would be wiped out instantly.
In the short term, indeed car manufacturer procurement prices were lower and users bought cars cheaper; everyone got a benefit, but it was actually exchanged by breaking industry bottom lines and abandoning safety redundancy.
Long-term low profit margins will further discourage the enthusiasm for R&D.As innovative small and medium enterprises go bankrupt one after another,the industry will become a pool of stagnant water,welcoming an absolute monopoly lacking competition.
Nowadays, the reason why the complete vehicle manufacturing industry in China and Europe has been rolled into a situation with no winners is precisely becauseno car manufacturer has the absolute charismato lead everyone to resist the industry's spontaneous bottomless competition;
It is precisely because competition is too fierce that no car manufacturer can maintain its market share while stabilizing prices.
This led everyone to struggle with costs, efficiency, services, and industry chain relationships in the mud, trying to survive in the cracks.The most important design, tuning, quality control, and brand concepts intended to be expressed, instead became secondary.
This situation against the wind requires one or a few star enterprises to rush to the front, not to snatch the cake, butto make the cake bigger.
Holding hundreds of billions in cash but not initiating vicious price wars, using continuous technology investments to support the entire industry upward; this steadfastness in leading the way is the third layer of "winning hearts and minds through virtue".
04. Final Words
In the current Chinese automotive market,we never lack players who can fight price wars, nor lack "king of cost-performance" with stacked configurations.
What is truly scarce is exactly this steadfastness — some are willing to withstand the temptation of short-term profits, sticking to the basic foundation of safety and quality; some are willing to be the industry's value anchor, leading upstream and downstream to make the cake bigger, rather than fighting until everyone loses in the stock market.
In the final analysis, "winning hearts and minds through virtue" in the new energy industry has never been a floating slogan.
It is the responsibility to stabilize prices when raw materials soar, the persistence to fight for safety among billions of cells, and more so, the generosity of staying at the top while leaving enough room for the industry to survive.
A company's true influence has never come from the monopoly status gained by squeezing peers, but from its own shoulders,shouldering risks, holding the bottom line, and leading the entire industry to higher ground.
I sincerely hope that more such enterprises will emerge in the Chinese automotive industry; I also hope that meaningless involution and price wars will come to an end sooner.
喺馬來西亞嘅 SUV 市場，好多買家揀車嗰陣都會拎 Proton X70 同 Mazda CX-3 做比較。這兩部車喺價格同定位上都幾接近，今日我哋就由多方面做一個詳細比較，幫你節省做功課嘅時間。
Proton X70 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,300，合共 3 個版本，包括 1.5L Standard 2WD（RM 106,800）、1.5L Executive 2WD（RM 115,800）、1.5L Premium 2WD（RM 122,300） 等。
Mazda CX-3 喺馬來西亞嘅 OTR 售價係 RM 126,159 - 139,159，合共 2 個版本，包括 2023 2.0L High（RM 139,159）、2023 2.0L Plus（RM 126,159） 等。
由價錢睇，Proton X70 嘅起價的確比 Mazda CX-3 平咗 RM 19,359。如果你預算有限，Proton 嘅入門版已經可以滿足日常需要。但都要留意，平嗰幾千蚊嘅話，可能喺配備上會有取捨，具體要睇你嘅需要。
Proton X70 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。
Mazda CX-3 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。
兩部車用同一套動力系統，日常開起嚟嘅感受基本冇乜分別。油耗方面都差唔多，唔使太糾結這一點。
Proton X70 車身長 4400 mm，後備箱 400 L。
Mazda CX-3 車身長 4500 mm，後備箱 450 L。
空間方面，Mazda CX-3 嘅車身比 Proton X70 長咗 100 mm，乘坐空間更有優勢。不過 Proton X70 喺城市入面泊車會靈活啲，各有取捨。
Proton X70 採用 FWD 驅動方式。
Mazda CX-3 採用 FWD 驅動方式。
兩部車嘅驅動方式一樣，都係 FWD，日常駕駛感受唔會有太大分別。
總體嚟講，Proton X70 同 Mazda CX-3 都係馬來西亞市場好好嘅車型。揀邊部，關鍵始終係睇你嘅個人需要同預算。建議大家做好功課，多比較幾間車行嘅報價，再去試駕做最終決定。買車係件大事，花啲時間做功課絕對唔會錯。
2026 年已經過半，係時候回顧下上半年新能源汽車市場嘅發展情況啦。
整體嚟睇，中國新能源汽車為主導嘅市場地位已經較為穩固，6 月新能源汽車零售滲透率保持在 62.8% 嘅歷史高位。
7 月 8 日，乘聯會發布咗 6 月份乘用車市場數據。乘聯會秘書長崔東樹用嘅最多嘅一個詞就係分化——“燃油車內銷崩塌、新能源強勢主導、出口強勢增長”。再具體啲就係，就乘用車走勢艱難，商用車火爆，插混同增程嘅表現遠弱於純電車型。
從數據上看，2026 年 1-6 月，新能源乘用車零售 470.4 萬輛，同比下降 14.0%；批发 678.8 萬輛，同比增長 5.1%。零售負增長同批发正增長並存嘅格局，揭示咗當前市場嘅核心特徵，即國內消費收縮同出口海外爆發。
新能源汽車喺補貼退坡同高油價衝擊下，憑藉技術迭代同出口爆發穩住咗基本盤。 燃油車則喺新能源汽車同油價嘅雙重打壓下市場份額大幅萎縮。
01
自主領跑，新勢力份額躍升，合資“油電兩重天”
企業方面，不出意外，比亞迪仍然以 39.7 萬輛嘅月批发銷量一騎絕塵，吉利、奇瑞、零跑等自主品牌強勢突圍，合資品牌則出現“燃油慘淡、電動猛增”嘅戲劇性分化——主流合資新能源零售同比增長 45%，但其燃油車基盤同步萎縮 39%。
6 月新能源乘用車批发銷量突破萬輛嘅廠商
資料來源：乘聯會
6 月國內新能源乘用車零售突破 2 萬輛嘅企業品牌
資料來源：乘聯會
新勢力方面，6 月新勢力零售份額升至 26.0%，同比增加 6.5 個百分點，尤其值得關注嘅係，新勢力純電動銷量佔比高達 82.2%，且 10-15 萬級別車型銷量佔比大幅增長，表明佢哋正喺向大眾市場滲透。
創二代方面，極氪、深藍、極狐、嵐圖等傳統大集團孵化嘅新能源品牌表現亮眼，自主傳統車企新能源獨立品牌份額達 18.5%，同比增長 5.2 個百分點。
合資品牌方面，主流合資新能源滲透率僅升至 11.9%，但合資新能源車銷量同比增長 45%，而燃油車暴跌 39%，形成鮮明對比。豪華車新能源滲透率達 39.6%，但整體零售仍下降 30%，受高油價同消費降級衝擊明顯。
02
新能源汽車滲透率 62.8%，增程批发同比驟降 25.2%
從批发端睇，純電同插混仍維持正增長，增程式則出現批零雙降；從零售端睇，三條路線全線下滑，純電跌幅最小，為 -6.6%；插混跌幅最大，為 -27.6%。零售同批发嘅增速差，清晰反映出各路線依賴出口拉動嘅程度差異。
目前，純電市場嘅特點係“越貴越好賣、越便宜越難賣”。6 月純電批发環比增長 10.7%，明顯高於零售環比增速。B 級電動車成為唯一高速增長嘅細分市場，6 月批发 29.5 萬輛，同比增長 37%，佔純電份額 30%，較去年同期的提升 2 個百分點，Model Y、比亞迪宋等高端車型持續熱銷。而入門級市場呈現斷崖式下跌：A00 級 6 月批发僅 7.7 萬輛，同比暴跌 50%，佔純電份額從去年同期嘅近 20% 驟降至 8%；A 級電動車批发 23.6 萬輛，同比下降 2.7 個百分點。A00 與 A0 級合計雖佔純電 40% 份額，但主要依靠出口消化，國內市場表現疲軟。
插電混動車型，係三大路線中內外需背離最嚴重嘅細分市場。上半年批发量為 199.7 萬輛，同比增長 4.6%；零售量為 115.5 萬輛，同比大跌 27.6%。零售同批发增速相差 32.2 個百分點，
增程車型，係三大路線中唯一批零雙降嘅細分市場。上半年批发量為 50.4 萬輛，同比下降 13.1%；零售量為 43.9 萬輛，同比下降 19.4%，且降幅呈擴大趨勢——6 月單月批发 9.4 萬輛，同比下降 25.2%，環比下降 0.2%。
增程式喺新能源批发結構中嘅佔比已從 2025 年嘅約 10% 壓縮至 6.4%（6 月單月）。
插混同增程車型嘅下滑主要係受電池價格下降、閃充技術，以及充電設施完善嘅影響。
針對 6 月份零售端表現不佳，崔東樹俾出嘅解釋係，端午錯位形成高基數效應，“618”促銷不及預期，世界盃開賽分流購車群體嘅時間同預算， 高考同農忙壓制到店客流，疊加高溫多雨天氣，加之高基數因素罕見同頻擠壓所致。
此外，7 月份新能源汽車安全新國標落地（電池“熱失控不起火”強制要求），導致部分消費者可能處於延遲同觀望消費嘅狀態。
不過，乘聯會方面對於經濟性電動車增長乏力表達咗擔憂。佢哋認為，從長期普及趨勢睇，經濟型電動車增長係最有潛力嘅，只有入門級電動車普及先至真正拉動車市可持續增量。然而現實係，縣鄉市場、入門級車型下滑過大，補貼退坡對低價車型嘅邊際衝擊遠超高端車型，“高端放量、入門塌陷”嘅局面若持續，將嚴重制約新能源嘅普及化進程。經濟型電動車標準亟待出台，以引導行業填補入門市場空白。
03
出口成核心引擎，海外份額躍升
新能源汽車出口係上半年最大亮點。
首先，出口爆發式增長。6 月新能源乘用車出口 49.9 萬輛，同比增長 152.7%，環比增長 17.6%，佔乘用車出口總量嘅 56.9%。上半年累計出口 223.1 萬輛，同比增長 124.3%，其中燃油車出口同步增長 33%。喺出海方面，形成“油電雙增”嘅局面。
其次，出口結構亦喺優化。純電動佔新能源出口 58.7%，狹義插混佔 37.7%，較去年提升 4.3 個百分點；增程佔比為 3.6%。6 月，比亞迪（出口 17.1 萬輛）、奇瑞（7.4 萬輛）、吉利（6.2 萬輛）位列出口前三強。CKD（全散件組裝）出口模式快速推進，長城、上汽通用五菱等 CKD 佔比超 30%，國際化體系能力顯著增強。
此外，海外市場份額仲喺躍升。2026 年 1-5 月，中國新能源乘用車佔世界份額達 62%，其中純電佔比為 58%，插混佔比為 71%。自主新能源海外市場銷量份額從 2025 年嘅 15.8% 大幅躍升至 23.4%，喺巴西、澳大利亞、泰國、英國等市場增長迅猛。儘管美國市場受補貼取消影響劇烈波動，但歐洲新能源同比增長 29%，自主品牌正加速填補空白。
市場預測方面，乘聯會對 2026 年國內狹義乘用車零售銷量同比增速約為 -14%，但崔東樹認為，三季度起降幅將逐步收窄，市場增長預期可能會上漲幾個百分點。
