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在馬來西亞嘅 SUV 市場，好多買家喺揀車嗰陣都會拿 Proton X90 同 Mitsubishi Xforce 嚟做比較。兩款車喺價錢同定位上都好接近，今日我哋就從多個方面做一個詳細嘅對比，幫你省咗做功課嘅時間。
Proton X90 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,800，合共 4 個版本，包括 2026 1.5T Prime X（RM 122,800）、2026 1.5T Prime（RM 116,800）、2026 1.5T Lite（RM 106,800） 等。
Mitsubishi Xforce 喺馬來西亞嘅 OTR 售價係 RM 109,930 - 119,930，合共 2 個版本，包括 2026 1.5L Ultimate（RM 119,930）、2026 1.5L Urban（RM 109,930） 等。
睇番價錢方面，Proton X90 嘅起步價確實比 Mitsubishi Xforce 便宜咗 RM 3,130。如果你預算有限，Proton 嘅入門版已經夠日常需求。但都要留意，平咗嗰幾千蚊，喺配備上可能会有取舍，具體要看你嘅需求。
Proton X90 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。
Mitsubishi Xforce 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。
兩款車用嘅係同一套動力系統，日常開起嚟嘅感覺基本上無咗分別。油耗方面都差唔多，唔使太糾結這一點。
Proton X90 車身長 4400 mm，行李箱 400 L。
Mitsubishi Xforce 車身長 4400 mm，行李箱 400 L。
兩款車嘅尺寸幾乎一樣，車內空間分別唔大。呢個級別嘅車，日常使用完全夠用。
Proton X90 採用 FWD 驅動方式。
Mitsubishi Xforce 採用 FWD 驅動方式。
兩款車嘅驅動方式一樣，都係 FWD，日常駕駛感覺唔會有太大分別。
總體嚟講，Proton X90 同 Mitsubishi Xforce 都係馬來西亞市場好幾靚嘅車型。揀邊一部，關鍵都要睇返你嘅個人需求同預算。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。
On August 12, the globally quality pure electric SUV Fengyun T7 officially started pre-sale. The new car launches 3 versions, with a pre-sale guide price from 109,900 Yuan to 129,900 Yuan. This pre-sale launch event is themed "Slow craftsmanship builds good cars, you have waited long enough", conveying Fengyun T7's car-making philosophy of adhering to long-termism.
Based on Chery's 23 years of global technology accumulation, Fengyun T7 has walked a reverse overseas trial path — the same-source model LEPAS L6 has been launched in overseas markets such as Thailand and South Africa. Polished with full-link global strict standards to hone vehicle strength, it downgrades high-end intelligent driving configurations such as multi-floor memory parking to the 100,000-level home SUV market, truly realizing all-scenario parking freedom.
Parking Freedom Starts with the "Chip"
Fengyun T7 breaks industry conventions, directly downgrading multi-floor memory parking, originally standard only on high-end pure electric models above 200,000 yuan, to the 100,000-level home SUV. The full series is equipped with the Falcon 500 driving assistance system, integrating 3 mm-wave radars, 7 high-performance cameras, and 12 ultrasonic radars, totaling 22 high-precision sensors.
Multi-floor memory parking has no floor limits, supporting up to 2km memory parking; 300+ all-scenario automatic parking covers dead-end road parking, irregular parking spaces, one-touch track reversing and other scenarios. Newbies aren't panicked when parking narrow spaces, experienced drivers are more calm encountering irregular spaces, truly saying goodbye to "parking difficulty".
Fengyun T7 is equipped with a cockpit-drive integrated 8775 chip, adopting 4nm process technology. NPU computing power reaches 72TOPS, response latency is as low as 80ms, boot speed increased by 33%. The chip achieves dual optimization for cockpit and drive, two domains seamless collaboration, half understanding you, half protecting you.
In terms of smart cockpit, the 15.6-inch 2.5K HD large screen is paired with 1000nit high brightness and 3A protective coating, delivering delicate and realistic visuals with anti-glare, anti-reflective, and anti-fingerprint properties. Lingxi Smart Cockpit 2.0 is equipped with the Doubao large model, integrating six human-like companion experiences: Little Qi Classmate, Northeast Auntie, Contrarian Master, Oral English Teacher, Story King, and Professional Debater.
Built-in 6 scene modes such as Nap, Camping, Pet, Wake-up, etc., one-key switch exclusive scene settings. Full-brand mobile phone direct connection supports CarPlay, HiCar, CarLink wireless connection, covering 99% or more mobile screen mirroring on the market.
More worth mentioning, Fengyun T7 launches assistance driving safety net rights: within one year from the date of purchase, in "Parking Scenario" and "Intelligent Pilot Scenario", if the accident is determined to be caused by the intelligent driving assistance system, causing injury to vehicle occupants and compensation for third-party losses, the maximum compensation guarantee is 5 million Yuan. Dare to make such a promise stems from the brand's full confidence in self-developed intelligent driving technology, allowing users to truly dare to use, feel safe, and have assurance.
Global Quality Endorsement, 6 Major Needs Fully Satisfied
Fengyun T7's R&D cycle took five years, with two years for planning and three years for development. A total of 81 exclusive durability test cars were launched for synchronous road testing, with cumulative vehicle test mileage exceeding 6 million kilometers. In terms of safety, it benchmarks the 2026 version E-NCAP 5-star standard design, functional safety reaches the ASILD highest level. The body adopts 80% high-strength steel and 18.84% hot-formed steel to create a 9-transverse 5-longitudinal cage body, equipped with 9 airbags, including 48L dual-chamber remote airbags and rear side airbags.
The full series is equipped with the Rhino Battery, with super strong 6D protection building a battery safety fortress. The IP68 water resistance level is 96 times the national standard, fearless of rainy season flooding and outdoor wading.
In terms of travel, the full series standard 65.05kWh large capacity Rhino Battery, CLTC range 600km, actual range 667+km. Charging from 30% to 80% takes only 20 minutes. Equipped with all-domain integrated thermal management dual-source wide heat pump AC + high voltage PTC, stable operation in -30°C to 55°C ultra-wide temperature range. Full series standard AGS active grille and 14 low wind resistance optimization items, high and low speed energy consumption is more stable.
In terms of comfort, vehicle dimensions 4570×1852×1694mm, wheelbase 2700mm, space efficiency rate reaches up to 84%.
Rear legroom 911mm, floor completely flat. Rear seats folded can extend to a 1955mm×1310mm pure flat large bed. 9-layer cloud-sensation seats equipped with 3-level heating and air suction ventilation. Trunk volume 450L, maximum extendable to 1550L. Chassis polished by an international team led by former Maserati chassis tuning experts. 50.8:49.2 golden axle load ratio effectively suppresses steering push-pull and fishtailing phenomena.
In terms of aesthetics, relying on Chery's 10 global design centers and 5000+ domestic and foreign users for full-process co-creation, the wind-riding front face, wind-shaped satin body, and skyline glow tailgate blend global aesthetics. It provides 6 colors: Blazing Orange, Mountain Smoke Purple, Cloud Pink Beige, Flowing Light Silver, Bamboo Green Grey, and Ink Stone Black. The interior is divided into Warm Black-Brown and Extreme Night Obsidian two styles. The cloud-wing embrace cockpit is paired with a large area of soft wrapping, pebble floating speakers, and diamond quilted details are exquisite.
In terms of peace of mind, two lifetime rights and two safety net guarantees are launched. Vehicle lifetime warranty includes the 3-electric systems; 666 Yuan can purchase a 3999 Yuan lifetime basic maintenance package. Power battery safety guarantee: If thermal runaway destruction is caused by the battery itself, compensate with a same-model new car.
Conclusion
In the 100,000-level pure electric SUV market, most models' intelligent driving configurations still remain at the basic single-floor parking level. The appearance of Fengyun T7 allows high-order functions such as multi-floor memory parking and 300+ all-scenario automatic parking, which originally existed only on models above 200,000 yuan, to truly enter ordinary households. Behind this is the significant long-term accumulation of Chery's 23 years of global technology leading to a breakthrough — five years of R&D cycle, over 6 million kilometers of test mileage, global multi-region limit verification, every bit of "slow craftsmanship" precipitates into the reliable quality of the product.
These three letters, according to Wang Chuanfu, were originally picked at random, selecting an unregistered name, and later, meaning "Build Your Dreams" was given to it, but in the eyes of overseas competitors, BYD might mean: Be Your Daddy.
This sounds like a joke, but looking at the sales data for July, you will find this might be true.
In July, BYD's total sales reached 419,211 vehicles, with overseas sales hitting 179,841 vehicles, a year-on-year increase of 124.3%, setting a new historical record. From January to July, cumulative exports totaled 969,000 vehicles, up 78.4% year-on-year. With this momentum, August will see the milestone of overseas sales surpassing one million vehicles.
In the first half of the year, BYD's cumulative overseas sales were 789,367 vehicles, a 68% year-on-year increase, accounting for about 43.6% of total sales. For every 10 cars sold, more than 4 are sold to overseas consumers.
Australia is one of BYD's most outstanding overseas markets.
In the first half of 2026, BYD cumulatively delivered 52,335 vehicles in Australia, up 124% year-on-year. In June alone, 18,881 vehicles were delivered, up 131.5% year-on-year, falling just 243 units short of Toyota. This marked BYD's third consecutive month ranking second in Australian brand sales, trailing the Toyota brand which has dominated the list for 20 years.
The electric vehicle segment is even more striking—BYD delivered 29,192 electric vehicles in the first half of the year, up 241.2% year-on-year, capturing a 28.1% market share, officially replacing Tesla to become the best-selling electric vehicle brand in Australia. Tesla delivered 23,588 vehicles in the first half, holding a 22.3% share.
In June, pure electric vehicles accounted for 23.3% of total new car sales in Australia, while the same period last year was only 7.6%, with the market share nearly tripling within six months. BYD is the biggest beneficiary of this explosive growth.
BYD officially entered the UK market in March 2023. In just over three years, cumulative sales have surpassed 100,000 vehicles.
In the first four months of 2026, BYD sold 26,396 new energy vehicles in the UK, up 124% year-on-year, with a market share exceeding 7%, officially surpassing BMW, Tesla, and Volkswagen to become the largest EV brand in the UK. BYD is also the fastest brand in the history of the UK automotive market to reach a 5% market share.
From initially only having the ATTO 3 model, it has now expanded to 10 models; from 5 dealership outlets, expanded to 143 — in three years, BYD in the UK completed the leap from 0 to 100,000, from unknown to number one.
The Japanese market has always been the toughest bone for foreign automakers. But BYD pried open this door with one car.
On July 28, 2026, BYD officially started pre-sales for its pure electric K-Car "Sea Otter" (RACCO), specifically designed for the Japanese market. The starting price is 2.145 million Yen, approximately equivalent to 88,700 RMB.
In the first week of pre-sales, deposit orders directly surpassed 5,000 units. What does that mean? BYD's total sales in Japan for the full year of 2025 were only 3,731 units. An order volume for one car in one week exceeded the entire previous year. Prior to the launch at the Tokyo Motor Show, the prototype car had already gathered about 30,000 letters of intent. BYD set a goal for the Sea Otter to secure 10,000 orders by the end of 2026 — it now seems this goal might not need to be waited until the end of the year.
Japanese netizens discussed "Chinese car invasion" on one side, while silently placing orders on the other. This is the market's most honest feedback.
The issue is, BYD is not trading volume for lower prices, but rather seeing both volume and price soar together.
The Denza Z9GT launched in Europe, with the pure electric version starting at 115,000 Euros in France, approximately 918,000 RMB. Whereas domestically, the same model starts at only 269,800 RMB. For the same car, the European price is more than three times that in China.
However, the price did not scare off European consumers. The Denza Z9GT simultaneously opened bookings in the UK, Germany, France, Italy, and Spain, with plans to expand to 30 countries by the end of 2026. Denza General Manager Li Hui stated that Z9GT orders are already scheduled four months out. On the launch day of the Denza Z in the UK, nearly 20 orders were received from Serbia, and European and Middle Eastern markets are also urging delivery.
A Chinese car priced at 300,000 RMB selling for nearly 1 million in Europe, and people are still lining up to grab it. Who would have dared to think of this five years ago?
Currently, BYD's business covers 119 countries and regions worldwide. Factories in Thailand and Brazil are operating stably. Bases in Hungary and Indonesia went into production in April 2026. Overseas localized production capacity is expected to exceed 500,000 vehicles.
The 2026 overseas sales target is 1.5 million vehicles. From current data—789,000 in the first half, 180,000 in July alone—this goal is not unreachable.
From being just 243 vehicles short of catching Toyota in Australia, to surpassing BBA in the UK within three years with 100,000 sales, to the Japan K-Car weekly orders exceeding the entire previous year — every step BYD takes overseas is no longer a "trial", but a solid encroachment on the market share of traditional giants.
These three letters BYD may mean "Be Your Daddy" in the eyes of overseas competitors. But in BYD's own view, it might just be another starting point.
After all, globalization has never been an endpoint, but a marathon without an end.
喺馬來西亞嘅 SUV 市場，好多買家喺揀車嗰陣都會拎 Proton X70 同 Mazda CX-60 嚟做比較。呢兩款車喺價位同定位上都幾接近，今日我哋就從多個方面做一個詳細嘅比較，幫你慳番做功課嘅時間。
Proton X70 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,300，一共有 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-60 喺馬來西亞嘅 OTR 售價係 RM 200,510 - 252,873，一共有 2 個版本，包括 2026 3.3T 4WD High Plus（RM 252,873）、2025 2.5L 2WD High（RM 200,510） 等。
由價錢睇落，Proton X70 嘅起步價確實比 Mazda CX-60 平咗 RM 93,710。如果你預算有限，Proton 嘅入門版已經可以滿足日常需求。但都係要留意，平嗰幾千蚊，喺配備上或會有取捨，具體要看你嘅需求。
Proton X70 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。
Mazda CX-60 搭載 2.0L 4-cyl，馬力 170 hp。官方油耗 8.0 L/100km。
動力方面，Mazda CX-60 嘅 2.0L 4-cyl 比 Proton X70 嘅 1.5L Turbo 多咗 30 匹馬力。不過日常喺市區開，兩款車嘅動力都夠用，唔會覺得夠唔力。
Proton X70 採 FWD 驅動方式。
Mazda CX-60 採 FWD 驅動方式。
兩款車嘅驅動方式一樣，都係 FWD，日常駕駛感受唔會有太大分別。
Proton X70 保修 5 年/150,000km，保養間隔 每 10,000km 或 6 個月。
Mazda CX-60 保修 5 年/150,000km，保養間隔 每 10,000km 或 6 個月。
兩款車嘅保修條件一樣，呢方面唔使糾結。實際保養成本仲要看品牌嘅服務網絡同零件價格，建議去車友群問下真實車主嘅經驗。
Proton X70 同 Mazda CX-60 都係馬來西亞市場嘅主流選擇，適合家庭使用、日常通勤。如果你更看重品牌口碑同二手價，可以優先考慮口碑更好嗰款；如果你更在意性價比同配備，那就揀配備更豐富嗰款。最後仲係建議兩款都去試駕，親身體驗先係最重要。
總而言之，Proton X70 同 Mazda CX-60 都係馬來西亞市場幾唔錯嘅車型。揀邊輛，關鍵仲係要看你嘅個人需求同預算。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，花少少時間做功課絕對唔會錯。
In the SUV market in Malaysia, many buyers compare the Perodua Aruz and Honda HR-V when choosing a car. Both models 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.
Perodua Aruz OTR price in Malaysia is RM 72,900 - 77,900, there are a total of 2 versions, including 1.5L X (RM 72,900), 1.5L AV (RM 77,900) etc.
Honda HR-V OTR price in Malaysia is RM 115,900 - 143,900, there are a total of 4 versions, including 2026 e:HEV 1.5L RS (RM 143,900), 2026 1.5T V (RM 137,900), 2026 1.5T E (RM 130,900) etc.
Looking at the price, Perodua Aruz starting price is indeed cheaper by RM 43,000 than Honda HR-V. If your budget is limited, Perodua's entry-level version can already meet daily needs. But also be aware, the few thousand cheaper, there might be trade-offs in equipment, specifically depends on your needs.
Perodua Aruz equipped with 1.5L 4-cyl, horsepower 105 hp. Official fuel consumption 6.0 L/100km.
Honda HR-V equipped with 1.5L Turbo, horsepower 140 hp. Official fuel consumption 7.0 L/100km.
In terms of power, Honda HR-V's 1.5L Turbo has 35 more horsepower than Perodua Aruz's 1.5L 4-cyl. However, for daily city driving, the power of both cars is sufficient, won't feel underpowered.
Perodua Aruz safety rating is 5★ (ASEAN NCAP), active safety system includes .
Honda HR-V safety rating is 5★ (ASEAN NCAP), active safety system includes Honda SENSING (ACC, CMBS, LKAS, RDM).
Safety ratings of both cars are the same, in this level safety features are quite comprehensive. New cars nowadays safety are not bad, no need to worry too much about this.
Perodua Aruz vehicle length 4400 mm, trunk 400 L.
Honda HR-V vehicle length 4500 mm, trunk 450 L.
In terms of space, Honda HR-V vehicle body is 100 mm longer than Perodua Aruz, passenger space has advantage. However Perodua Aruz parking in the city is more flexible, each has trade-offs.
Perodua Aruz and Honda HR-V are both mainstream choices in Malaysia market, suitable for family use, 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, then choose the one with richer configuration. Finally suggest both go for test drive, firsthand experience is the most important.
Overall, Perodua Aruz and Honda HR-V are both very good models in Malaysia market. Which one to choose, key still depends on your personal needs and budget. Everyone suggest do research well, compare prices from several dealers, then go for test drive to make final decision. Buying a car is a big matter, spend some time doing homework absolutely won't be wrong.
In the Malaysian SUV market, many buyers compare Perodua Aruz and Honda WR-V when choosing a car. The price and positioning of these two models are quite close. Today we will make a detailed comparison from multiple aspects to help you save time on research.
Perodua Aruz's OTR price in Malaysia is RM 72,900 - 77,900, with 2 variants in total, including 1.5L X (RM 72,900), 1.5L AV (RM 77,900), etc.
Honda WR-V's OTR price in Malaysia is RM 89,900 - 107,900, with 4 variants in total, including 2023 1.5L V (RM 99,900), 2023 1.5L E (RM 95,900), 2023 1.5L S (RM 89,900), etc.
From the price perspective, Perodua Aruz's starting price is indeed RM 17,000 cheaper than Honda WR-V. If your budget is limited, Perodua's entry-level version can already meet daily needs. But be aware, the few thousand dollars saved might involve compromises on features, it depends on your specific needs.
Perodua Aruz features a 1.5L 4-cyl, 105 hp. Official fuel consumption 6.0 L/100km.
Honda WR-V features a 1.5L 4-cyl, 105 hp. Official fuel consumption 6.0 L/100km.
Both cars use the same powertrain, the driving experience is basically the same. Fuel consumption is also similar, no need to worry too much about this point.
Perodua Aruz body length 4400 mm, trunk 400 L.
Honda WR-V body length 4400 mm, trunk 400 L.
The dimensions of both cars are almost identical, interior space difference is not significant. For this class of cars, it is fully sufficient for daily use.
Perodua Aruz warranty 5 years/150,000km, service interval every 10,000km or 6 months.
Honda WR-V warranty 5 years/unlimited mileage, service interval every 10,000km or 6 months.
In general, Perodua Aruz and Honda WR-V are both excellent models in the Malaysian market. Which one to choose mainly depends on your personal needs and budget. We recommend doing your research, comparing quotes from several dealerships, and then test driving to make the final decision. Buying a car is a big thing, spending time on research will never go wrong.
車型概覽
上汽大通G90 值唔值得睇，第一步唔係望牌子或者外形，而係睇佢能唔能夠配合你嘅香港日常。 呢篇會集中講值唔值得繼續觀望，幫你用買家角度篩走唔適合嘅選擇。
售價仍待確認，買家可以先把佢放入候選名單，等價格落實後再同同級車逐項比較。
購車價格指南
上汽大通G90 目前售價仍未清晰，較理性嘅做法係先睇版本、車身大小同動力形式，等價格落實後再決定值唔值得落訂。
如果有幾個版本可揀，可以先將 2025 2.0T 自動版（價格待確認） 放喺同一張清單。日常通勤重視舒適同易用，家庭買家就要優先睇後排、尾箱同安全配置。
核心規格重點
睇 上汽大通G90 嘅規格，重點唔係背數字，而係理解佢喺香港用車場景會帶嚟咩分別。
渦輪增壓、4 個 汽缸、1986 mL 排量 嘅動力底子，重點係市區跟車夠唔夠順、高速巡航會唔會吃力。 234 Ps / 172 kW、390 N·m 嘅輸出，對滿載、上斜同超車都比單睇馬力數字更有意思。 車長 5280 mm、車闊 1998 mm、車高 1845 mm、軸距 3200 mm 可以幫你預判商場停車場、屋苑車位同後排腿部空間。 自動(AT)、前置前駆 會影響起步順滑度、濕地穩定感同長途巡航性格。
優缺點分析
上汽大通G90 嘅優點唔需要講到天花龍鳳，真正有價值係佢能唔能夠令日常用車更省心：動力輸出對高速同上斜更有底氣、空間同車身尺寸方便家庭買家預判實用性。
要留意嘅係，香港停車場同窄路使用要留意車身闊度、售價未清晰前唔應該太早用性價比落結論。呢啲唔一定係缺點，但係落訂前應該先諗清楚。
買家常見問題
買 上汽大通G90 之前，真正要問嘅唔係單一規格，而係佢可唔可以融入你每日嘅生活節奏。
常見疑問係「上汽大通 G90 適唔適合香港高端商務接待？」簡單講，上汽大通 G90 旗艦級豪華、行車極致靜謐，專為香港高端商務接待打造。 放到實際用車，就係要睇佢對通勤、泊車、家庭乘坐同長期成本有幾大幫助。
同級對比內容
將 上汽大通G90 放入同級車清單時，唔建議只用外形或者品牌光環決定。比較順序可以係：先等售價落實，再決定佢應該同邊個級距比較、再睇動力係咪足夠應付高速併線同滿載、最後睇車身大小、座位同尾箱是否適合家人。
咁樣篩選會貼近香港買家真實生活：平日塞車、商場泊車、周末去新界、甚至一家人出入，先係一部車每日要面對嘅考驗。
用車全周期指南
擁有 上汽大通G90 唔係買車一刻就完結，之後仲有保險、輪胎、保養、泊車同日常能源成本要處理。
如果你主要喺市區行，視野、低速順滑度同泊車輔助會好影響心情；如果經常行高速或跨區，座椅舒適度、隔音同動力從容感會更重要。
「以前賣豐田，客戶進門第一句話係：幾時可以提現車。而家第一句話係：呢部車用邊家嘅智能駕駛？」呢個係豐田 4S 店銷售前陣子同我講嘅說話。
佢 2018 年入行。嗰陣時凱美瑞加價，漢蘭達排隊，艾爾法好似理財產品。日系車銷售最難做嘅工，唔係賣車，而係安撫客戶情緒。
而家，佢每日做得最多嘅一件嘢，係解釋：「我哋呢部車，其實都用咗好多中國供應鏈。」佢講呢句話嘅時候，語氣甚至仲有啲驕傲。
真係，十年前，中國車企仲喺度研究點樣將門縫做到均勻；五年前，中國新能源車仲完全被行業人超越；結果而家，日系車想將新能源做好，第一件事已經變成：係先接入中國供應鏈。
你會發現，一個時代真正結束嘅時候，往往唔係因為邊個倒下。
而係曾經高高在上嘅人，開始主動學習你。
最近豐田嘅純電動 SUV 銷量重新破萬，好多人將佢理解成「日系反撲」。但如果你將呢部車拆開睇，會發現事唔咁簡單。
Momenta 智能駕駛、禾賽激光雷達、德賽西威域控制器、弗迪電池、中創新航、正力新能……
講難聽啲，而家好多所謂「日系新能源車」，已經越來越似「中國供應鏈組裝嘅日系殼」。但係問題係，呢個恰恰說明，中國汽車工業真係贏咗。因為真正嘅產業勝利，從來唔係將別人打死，而係連對手都唔得唔用你。
呢樣其實比銷量反超更恐怖。
以前大家成日話，中國車企係喺度「彎道超車」。而家回頭睇，呢個說法其實太保守。中國汽車產業根本唔係超車，而係直接將賽道換咗。
燃油車時代，日本供應鏈點解強？因為嗰個時代拼係精密製造、穩定品控、長週期迭代同封閉供應體系。講白啲，係「慢工出細活」。豐田嗰套體系，本質上係工業時代最頂尖嘅秩序感。
問題係，新能源時代唔一樣。
而家拼係迭代速度、軟件能力、成本控制、供應鏈協同，同埋大規模快速試錯。以前一部車五年一換代，而家半年一次 OTA；以前供應商改下模具三個月，而家中國廠商三星期。
以前日本製造最強嘅地方係「唔出錯」。而家中國製造最強嘅地方係，容許快速犯錯，然後快速進化。呢係兩種完全唔同嘅工業哲學。所以好多人其實誤會咗中國新能源車。大家總覺得，中國車企贏，係因為平。但真正恐怖嘅從來唔係平。而係中國開始同時擁有「平」、「夠好」、「仲好快」。
先係最嚇人嘅。因為工業世界入面最無解嘅嘢，就係，你比我平，仲比我迭代快。亦都係點解，而家越來越多日系供應商開始崩。好多人見到日本零部件企業破產，以為只係銷量問題。
其實唔係。真正嘅問題係，整個日系供應鏈賴以生存嗰套工業邏輯，開始失效。以前日本供應商最大嘅護城河，係系列體系。豐田只用豐田體系，本田只養本田供應鏈。電裝、愛信、捷太格特、矢崎……整個體系好似個封閉帝國。
但新能源時代有啲特別殘酷嘅嘢，封閉，就係意味著慢。而慢，喺而家幾乎係原罪。
所以你見到一個特別荒謬嘅現象。以前中國供應商拼命想入日系體系，而家變成日系車企主動搵中國供應商。因為唔用中國供應鏈，車根本卷唔過。
呢件事喺東南亞尤其明顯。前兩年好多人仲喺度討論：「中國車會唔會喺泰國跟日本車狠命搏埋手？」結果而家發現，根本唔係「對打」。而係中國供應鏈直接滲透進咗日系車工廠。
呢樣比搶市場更絕。因為搶市場，只係搶銷量。搶供應鏈，等於搶工業命脈。以前日本製造最令人驚懼嘅一點，係佢控制咗亞洲工業體系。而家呢個控制權，正喺轉移。而且係非常快速地轉移。
最有意思嘅係，日本人自己其實最先意識到問題。《日經新聞》已經開始頻繁用「Keiretsu 瓦解」呢類字詞。翻譯過嚟其實就一句說話：日本汽車工業最核心嘅嘢，正喺度崩潰。
所以而家最痛苦嘅，已經唔係日系品牌，而係嗰群日系供應商。因為整車廠至少仲可以「投降」。供應鏈唔咁容易轉身。
豐田仲可以用中國智能駕駛，日產仲可以接中國電池，本田仲可以學新勢力做座艙。但嗰啲傳統供應商點算？
燃油車時代建立嗰啲一切優勢，突然都冇用。更殘酷係，新能源時代最重要嘅嘢，電池、智能化、軟件、智能駕駛，中國全部攞晒。
於是你會見到一種特別黑色幽默嘅畫面。一邊，日本媒體喺度痛心「日系車靈魂畀咗中國」；一邊，日本供應商又開始接比亞迪訂單續命。呢樣其實特別似歷史入面嘅王朝更替。
舊時代嘅人，唔會突然消失。佢哋會先震驚，然後否認，接住憤怒，最後加入。
好多人而家仲覺得，中國汽車工業只係「新能源領先」。但我認為，真正嘅變化遠不止汽車。汽車只係中國製造升級最明顯嘅一場公開考試。因為汽車係工業皇冠。佢背後連結嘅係晶片、材料、軟件、電池、機械、製造、AI、自動化，以及供應鏈協同。
邊個贏汽車，邊個就有資格重構下一代工業秩序。而今日中國真正恐怖嘅地方，係開始出現一種「產業鏈黑洞效應」。
咩係黑洞？就係所有產業，最後都會被佢吸入去。
你做車，就得接中國電池；做智能駕駛，就得接中國算力；做供應鏈，就得接受中國速度；做製造，就得適應中國成本。
未來好大機會出現一個特別現實嘅情況，唔加入中國產業鏈嘅製造業，會越來越難留喺牌局。呢唔係咩民族情緒。呢係工業規律。
因為製造業發展到最後，比拼嘢已經唔係單點技術，而係邊個能夠將整個產業鏈壓縮成「一臺機器」。
而中國而家最強嘅能力，就係呢個。由電池到智能駕駛，由零部件到整車，由研發到量產，中國工業第一次真正形成咗完整閉環、超大规模、超高速迭代同超強成本控制。
呢套嘢，先係而家真正令全世界焦慮嘅地方。所以回頭再睇嗰啲「日系車用咗中國供應鏈」嘅新聞。
你會發現，佢真正嘅意義唔係「中國零部件進入咗日系體系」。而係，中國製造，第一次開始成為全球工業體系本身。
