[Intro: Chinese auto market shows divergent trends, domestic sales hit by a cold wave, exports are booming. In the domestic sales trough of June and July, auto exports have exceeded one million vehicles for two consecutive months. Based on this trend, can China's auto exports break 10 million vehicles for the first time in 2026?]

Li Suwan

In 2026, can China's auto exports break 10 million for the first time? The answer will be revealed in a few months.

In the past, China's annual auto export volume hovered around one million vehicles for many years; now, China's single-month auto export volume can exceed one million vehicles, entering an "explosion period". Behind this is the transformation from auto exports to systematic global expansion.

Following the first single-month break of one million in June, China's auto exports continued a strong growth trend in July. According to the latest data from the China Association of Automobile Manufacturers, in July this year, auto exports reached 1.043 million vehicles, up 0.6% month-on-month and 81.3% year-on-year; from January to July this year, auto exports totaled 6.14 million vehicles, up 66.8% year-on-year. In stark contrast, statistics from the China Association of Automobile Traders show that in July 2026, national passenger car market retail sales were 1.461 million vehicles, down 20.9% year-on-year and 8.8% month-on-month; cumulative retail sales from January to July this year were 10.173 million vehicles, down 20.3% year-on-year.

One rise and one fall reflect the intensifying changes in the structure of China's auto industry. The domestic car market has become increasingly crowded, exports continue to play a bottoming-out role, effectively stabilizing auto company wholesale and capacity, alleviating pressure from weak domestic retail, and China's automotive position in the global market is on an upward trend.

Can exports break 10 million vehicles for the first time this year?

In early July this year, a brand new AION V sped along the coastal road in Swansea, Wales, UK. The owners were Mr. and Mrs. Kim, purchasing a Chinese car brand for the first time. In a market like the UK where the auto industry is mature and brand competition is fierce, it is not easy for a new car brand from China to win local consumers' favor. Mr. and Mrs. Kim finally chose the AION V, due to product appearance design, specifications, as well as an 8-year warranty and after-sales service factors.

Stories of overseas owners of Chinese brands are becoming more common. The UK, Belgium, Brazil, Germany, Australia, Thailand, South Korea, etc., are gradually becoming major export markets for China's new energy vehicles. In the first half of this year, thanks to the doubling of exports by independent brands like Aion, GAC Group achieved a year-on-year growth of 2.35% despite weak sales of joint ventures. It's not just GAC Group; even BYD, which ranks first in China's auto sales, relies on export growth to alleviate the pressure of declining domestic sales. BYD RACCO Otter and other models are entering the K-Car light automatic vehicle market which accounts for 1/3 of the Japanese auto market. In July this year, BYD new energy vehicle exports were about 180,000 vehicles, creating a new single-month historical high, and its export scale approaches that of China's auto export champion brand, Chery.

In July 2026, Chery Group's export volume was 202,500 vehicles, up 70.1% year-on-year, also setting a new single-month export historical high, and becoming the first domestic car enterprise to break 200,000 vehicles in a single month; cumulative exports for the first 7 months of this year were 1.1464 million vehicles.

Unlike BYD's AII IN new energy vehicles, Chery adopts a dual-track strategy of fuel + new energy, its export volume has led for a long time, deepening into markets such as Southeast Asia, South America, Russia, with extensive overseas KD factory layouts. BYD is catching up, adopting a dual track of complete vehicle exports + overseas factory building, laying out factories in Thailand, Brazil, Hungary, Turkey, covering developed countries and emerging markets. Under the SAIC Group, the MG brand has long been the highest-selling Chinese brand in Europe; its subsidiaries SAIC-GM-Wuling and SAIC Passenger Cars are also accelerating the increase in CKD export proportions. Chery, BYD, and SAIC Group form the first echelon of going global, staging a race of chasing and being chased.

Independent brands such as Geely, Changan, and Great Wall are also accelerating overseas expansion; Geely relies on Lynk & Co and Polestar to challenge the European high-end market; Great Wall uses Thailand and Brazil factories as pivot points, focusing on Southeast Asia and Latin America; Changan focuses on the ASEAN new energy market. At the same time, new forces such as Xpeng, NIO, and Li Auto are accelerating their internationalization pace, successively landing in European, Southeast Asian and other overseas markets. Xpeng MONA L03 was officially launched globally in Munich, Germany on July 16 this year. This is Xpeng Auto's first time placing a new product global premiere overseas, marking an important step in its globalization strategy.

Under the joint efforts of multiple auto companies, China's auto exports have entered a fast lane. According to China Passenger Car Association data, passenger car exports (including complete vehicles and CKD) accounted for 41% of passenger car manufacturer sales in July this year (37% in June, 21% in the same period of 2025). The surge in exports is inseparable from new energy vehicles. From January to July this year, new energy passenger car manufacturer exports reached 2.771 million vehicles, up 128.5% year-on-year; among them, July new energy passenger car manufacturer exports were 540,000 vehicles, up 147.8% year-on-year and 8.1% month-on-month, accounting for 58.8% of passenger car exports.

Following the first surpassing of fuel vehicle exports in June, new energy vehicle exports continued to improve in July.

With the shrinking domestic car market, numerous auto companies will inevitably increase the bottoming-out role of exports in the coming months, not only independent brands but also joint ventures. Based on the current trend, if no unexpected issues arise, the cumulative auto exports in China from August to December are expected to exceed 4 million vehicles. A full-year export volume breaking 10 million for the first time is highly likely to happen.

The transformation from auto exports to systematic global expansion

In 2012, China's auto exports crossed the one-million vehicle threshold for the first time, followed by nearly a decade where export volume fluctuated around one million vehicles. Until 2021, China's auto exports broke through 2 million vehicles for the first time, reaching 2.015 million vehicles, officially saying goodbye to the one-million level fluctuation area and achieving leapfrog growth; in 2022, surpassing Germany with 3.111 million vehicles, it became the world's second-largest auto exporting country; in 2023, surpassing Japan with 4.91 million vehicles, China topped the list of the world's largest auto exporting country; continuing to rise, in 2025 export scale broke through the 8 million vehicle milestone.

By this year, China's auto exports are even expected to reach the 10 million level. This is not just a superficial data change, but a profound reform of the export system. Over these years, China's auto industry has moved from the pure fuel vehicle complete vehicle export of the Export 1.0 stage into the Export 2.0 stage and even towards the 3.0 stage. Besides setting up KD assembly factories overseas, driven by the industrial dividend of electrification and intelligence, while iterating export models, not only using three-electric technology, smart cockpits, and smart driving capabilities to build product power advantages to replace the original low-price competition model, but also accelerating the integration of R&D, supply chain, energy replenishment, after-sales, and brand ecosystems in overseas markets. Head auto companies are setting up R&D centers, battery supporting factories, charging/swapping networks, etc. overseas, accelerating the "paving of the road" for Chinese smart electric vehicles to drive global.

Cui Dongshu, Secretary-General of the China Passenger Car Association, stated in an interview with the media that these four core advantages—significant scale advantages, overseas demand dividends, vast incremental space, and a complete supporting system—complement each other, bringing explosive growth to China's auto exports. China's annual auto production and sales have exceeded 30 million vehicles. The huge industrial volume dilutes R&D and production costs, achieving economies of scale to reduce costs and increase efficiency. Plus, China possesses the most complete industrial chain globally, forming extremely strong cost-performance ratios and supply stability. At the same time, high international oil prices drive up fuel vehicle usage costs, providing an opportunity for Chinese new energy vehicles to explode globally. Additionally, global emerging markets also provide space for China's auto export growth.

Although China's auto exports welcome a golden age, while rapid growth continues, one must also be vigilant about risks ahead. Currently, in the global auto market with annual sales nearing 100 million vehicles, China's autos account for 1/3 of the market share. Especially, China's new energy vehicles account for over 60% of the global new energy market, and in niche segments such as plug-in hybrids, it even exceeds 70%. In this situation, the space for China's auto exports will gradually become limited, and future uncertainties will continue to increase. International trade protection barriers will continue to be built higher. For example, after the EU levied countervailing duties on China's pure electric vehicles, it is also moving to swing the trade baton against China's plug-in hybrids. In addition, countries may continue to raise local parts procurement rates and localization production thresholds in the future, increasing the difficulty for Chinese cars going global.

At the same time, constructing new systems overseas for China's autos, building well-known international brands, and laying overseas service networks still require a certain time and process. Also, emission standards, charging standards, autonomous driving regulations, etc. vary by country, and geopolitical and public opinion risks persist. To some extent, the future difficulty in the international market will not decrease but increase. Chinese auto companies both at home and abroad will have to enter a new stage of "value-driven, structure optimization".

Commentary

In 2026, the probability of China's auto exports breaking 10 million for the first time is very high. However, the true test of globalization has just begun. How to strengthen the going-global system, how to establish a complete value chain overseas, how to enhance brand value, how to convert current scale into sustainable global operation capability, and how to fully clash with top multinational auto companies like Toyota, Volkswagen in the international market, these are all internationalization challenges that urgently need further answers.

(This article is an original work of Heyan Yueche. Unauthorized reproduction is prohibited.)

【導語：中國汽車上演冰火兩重天，內銷遭遇寒流，出口如火如荼。喺六月、七月嘅內銷淡季，汽車出口量卻已經連續兩個月破百萬輛。跟住呢個走勢，二零二六年中國汽車出口能首次突破千萬輛嗎？】

李溯婉

二零二六年，中國汽車出口能否首次破千萬輛？幾個月後，答案會揭曉。

曾經，中國汽車多年出口量喺百萬輛上下徘徊；而家，中國汽車單月出口量已經可以破百萬輛，步入「井噴期」。呢背後係從汽車出口到體系出海嘅嬗變。

跟住六月首次單月破百萬之後，中國汽車出口喺七月延續強勁嘅增長態勢。據中國汽車工業協會嘅最新數據，今年七月，汽車出口 104.3 萬輛，環比增長 0.6%，同比增長 81.3%；今年 1 至七月，汽車出口 614 萬輛，同比增長 66.8%。同佢形成鮮明對比嘅係，中國汽車流通協會統計顯示，二零二六年七月全國乘用車市場零售 146.1 萬輛，同比下降 20.9%，環比下降 8.8%；今年 1 至 7 月累計零售 1,017.3 萬輛，同比下降 20.3%。

一升一降，折射出中國汽車工業結構正喺加劇變化，國內車市捲到日益逼仄，出口持續發揮托底作用，有效穩住車企批發與產能，緩解國內零售疲軟壓力，中國汽車喺全球市場嘅地位正處於上升期。

今年出口能首次破 1000 萬輛嗎？

今年七月，一輛嶄新嘅 AION V 喺英國威爾士斯旺西嘅海岸公路上馳騁而過，車主係第一次購買中國汽車品牌嘅金氏夫婦。喺英國咁樣工業成熟、品牌競爭激烈嘅市場，一輛來自中國嘅新品牌汽車要獲得本地消費者嘅青睞並唔容易。金氏夫婦最終選擇 AION V，除咗產品外觀設計、配置，仲有 8 年質保售後服務等因素。

類似嘅中國品牌海外車主故事越嚟越多。英國、比利時、巴西、德國、澳洲、泰國、韓國等逐漸成為中國新能源車嘅主要出口市場。今年上半年，得益於埃安等自主品牌出口量翻倍增長，廣汽集團喺合資車銷量疲軟嘅情況 下依然實現同比增長 2.35%。唔止係廣汽集團，連位居中國汽車銷量榜首嘅比亞迪，都係靠出口嘅拉動先緩解目前喺國內市場銷量下滑嘅壓力，比亞迪 RACCO 海獺等車型正攻入佔日本車市 1/3 嘅 K-Car 輕自動車市場。今年七月，比亞迪新能源汽車出口約 18 萬輛，再創單月歷史新高，其出口規模逼近中國汽車出口冠軍品牌奇瑞嘅水平。

二零二六年七月，奇瑞集團出口量為‌20.25 萬輛‌，同比增長‌70.1%‌，同樣創單月出口歷史新高，並成為國內首家單月出口突破 20 萬輛嘅車企；今年前 7 個月累計出口 114.64 萬輛。

唔同於比亞迪 AII IN 新能源車，奇瑞採取燃油 + 新能源雙線並行，其出口量長期領跑，深耕東南亞、南美、俄羅斯等市場，海外 KD 工廠佈局廣泛。比亞迪奮起直追，採取整車出口 + 海外建廠雙線，佈局泰國、巴西、匈牙利、土耳其工廠，覆蓋發達國家與新興市場。上汽集團旗下 MG 品牌長期係歐洲銷量最高嘅中國品牌，旗下嘅上汽通用五菱、上汽乘用車亦加快提高 CKD 出口佔比。奇瑞、比亞迪與上汽集團構成出海第一梯隊，上演你追我趕。

吉利、長安、長城等自主品牌亦喺加快擴張海外版圖，吉利倚賴領克、極星衝擊歐洲高端市場；長城以泰國、巴西工廠為支點，主攻東南亞、拉美；長安則聚焦東盟新能源市場。與此同時，小鵬、蔚來、理想等新勢力國際化步伐亦加速，陸續登陸歐洲、東南亞等海外市場。小鵬 MONA L03 已於‌今年七月十六日‌在‌德國慕尼黑‌正式全球上市，呢個係小鵬汽車首次將新品全球首映放喺海外，標誌住其全球化戰略嘅重要一歩。

喺多家車企合力下，中國汽車出口進入快車道。據乘聯會數據，今年七月乘用車出口（包括整車與 CKD）佔乘用車廠商銷量 41%（六月 37%，二零二五年同期 21%）。 ‌‌出口激增，與新能源車分唔開，今年 1 至 7 月新能源乘用車廠商出口 277.1 萬輛，同比增長 128.5%；其中，七月新能源乘用車廠商出口 54.0 萬輛，同比增長 147.8%，環比增長 8.1%，佔乘用車出口嘅 58.8%。

跟住六月首次超過燃油車出口之後，新能源車出口喺七月再接再厲。

隨著國內車市縮水，眾多車企喺未來幾個月勢必會加大出口嘅托底作用，唔僅係自主品牌，合資品牌都係咁。按目前嘅走勢，如無意外，8-12 月中國汽車累計出口量有望超過 400 萬輛，全年出口量首破 1000 萬係大機率將發生嘅事。

由汽車出口到體系出海嘅嬗變

二零一二年，中國汽車出口首次跨越百萬輛門檻，隨後將近十年出口量長期喺百萬輛上下震盪。直至二零二一年，中國汽車出口首次突破 200 萬輛而達到 201.5 萬輛，正式告別一百萬級徘徊區域而實現跨越式增長；二零二二年以 311.1 萬輛超越德國，成為全球第二大汽車出口國；二零二三年以 491 萬輛超越日本，中國登頂全球第一大汽車出口國；其後一路走高，二零二五年出口規模突破 800 萬輛大關。

到今年，中國汽車出口甚至有望衝上千萬級嘅臺階。這不僅係表面上數據嘅變化，深層次係出口體系嘅變革。呢啲年來，中國汽車已從出口 1.0 階段嘅單純燃油車整車出口，跨入出口 2.0 甚至邁向 3.0 階段，除咗喺海外 KD 組裝建廠，喺電動化與智能化嘅產業紅利驅動下，同時喺迭代出口模式，不僅以三電技術、智能座艙、智駕能力構築產品力優勢替換咗原先低價競爭模式，仲加快喺海外市場研發、供應鏈、補能、售後、品牌生態一體化落地，頭部車企紛紛喺海外設立研發中心、電池配套工廠、充電/換電網絡等，加速為中國智電汽車駛向全球「鋪路」。

乘聯會秘書長崔東樹接受媒體訪問時談到，規模優勢顯著、海外需求紅利、增量空間廣闊以及配套體系完備呢四個核心優勢相輔相成，帶嚟中國汽車出口嘅爆發性增長。中國汽車年產銷突破 3000 萬輛，龐大產業體量攤薄研發與生產成本，實現規模化降本增效，加上我國具有全球最完善嘅產業鏈，形成極強性價比同供貨穩定性。與此同時，國際油價高企推動燃油車用車成本，俾咗中國新能源車喺全球爆發嘅契機，此外全球新興市場亦給予中國汽車出口增長嘅空間。

雖然中國汽車出口迎來黃金時代，但快速增長嘅同時都要警惕前方嘅風險。目前，喺年銷近億輛嘅全球汽車市場裡，中國汽車已佔 1/3 嘅市場份額，尤其係中國新能源車喺全球新能源市場佔比已超過六成，喺插混等細分市場甚至超過七成，喺咁樣嘅情況下，中國汽車出口空間將逐漸變得有限，而且未來不確定性持續增多。國際貿易保護壁壘將會不斷築高，例如歐盟繼對中國純電徵收反補貼稅率之後，仲蠢蠢欲動對中國插混揮動貿易大棒。此外，各國未來或不斷提高本地零部件採購率與本地化生產門檻，增加中國汽車出海嘅難度。

與此同時，中國汽車喺海外構築新體系、打造國際知名品牌、鋪建海外服務網絡等尚需要一定嘅時間與過程。仲有，各國排放標準、充電標準、自動駕駛法例等唔統一，以及地緣政治、輿論風險持續存在。喺某種程度上，國際市場未來嘅難度將唔減反增，中國車企喺海內外皆都要進入「價值驅動、結構優化」嘅新階段。

點評

二零二六年，中國汽車出口首破千萬輛嘅機率好高。不過，真正全球化嘅考驗先開始，點樣加固出海體系，點樣喺海外建立完整嘅價值鏈，點樣提升品牌價值，點樣將而家嘅規模轉化為可持續嘅全球化經營能力，以及點樣喺國際市場上與豐田、大眾等數一数二嘅跨國車企全面短兵相接，呢啲皆係亟需進一步解答嘅國際化難題。

（本文係《禾顏閱車》原創，未經授權，唔得轉載）

    6月3日，广汽集团发布2026年5月产销公告。全集团1-5月累计汽车销量超62.82万辆，同比增长3.80%。其中5月汽车销量12.73万辆，同比增长8.18%。    随着体系化出海战略在全球加速落地，广汽海外市场从“点状突破”进入“规模化增长”阶段。1-5月，自主品牌累计出口量达近10万辆,同比增长135%，其中5月出口量同比大增140%至28,386辆，且增速自1月起逐月扩大，显示广汽产品在海外市场认可度正持续攀升。

广汽集团5月销量同比增长

    自主品牌销量同比增32.48%

    合资品牌加速本土化产品上市

    今年5月，广汽集团包括传祺、昊铂、埃安在内的自主品牌5月销量达到55,434辆，同比增长32.48%。

    广汽埃安继续保持3月以来月销增速超过60%的态势，5月销量为31,946辆，同比增74.76%，1-5月累计销量达14.41万辆，同比增幅达62.28%。其中埃安i60月销持续破万，成为A级新能源SUV热销大单品；将智能驾驶辅助功能下探至10万级的埃安N60已于5月中旬开始交付；全系标配激光雷达的20万级运动SUV昊铂S600也已预售。

埃安N60

昊铂S600

    广汽传祺1-5月累计销量超13.64万辆，同比增长16.15%，其中5月销量23,488辆，环比增长12.86%。MPV系列5月销量10,584辆，同比增长16.18%，M8系列销量为7,563辆，同比增长35.76%。同时两款MPV车型2026款M6 MAX和向往M8 PHEV L均已于5月开启上市或预定。此外，6月11日，广汽传祺首届用户大会暨MPV之夜将在杭州举行，传祺向往M8 PHEV L和全新一代传祺向往E8 PHEV将上市。

传祺向往M8 PHEV L

    两大合资品牌5月也通过推进本土化产品上市，录得环比增长15.68%。广汽丰田5月销量达62,200辆，环比增长10.09%，1-5月累计销量同比增长6.58%至29.16万辆。铂智品牌势头依旧强劲，5月销售超万辆，同比增长100.09%。其中2026款铂智3X已于5月初正式上市，全面升级智能体验、实用配置。

广汽丰田铂智3X

    广汽本田5月销量环比大增77.61%。作为本田首款搭载与华为云联合打造智能云车机的车型，新皓影已焕新上市，5月终端销量达4,402辆，环比增长38.7%。

广汽本田皓影

    1-5月累计出口近10万辆

    海外进入规模化增长阶段

    今年1-5月，广汽自主品牌出口量近10万辆，同比增长135%，其中5月出口量同比大幅增长140%，达28,386辆。随着体系化出海战略持续推进，今年以来广汽在全球多个市场实现领跑。

    继4月跻身香港及新加坡电动车销量第一及第二之后，广汽5月在亚太地区终端销量同比增123%，香港、泰国分别大涨293%和129%，并已携昊铂HT、埃安V、埃安UT等多款车型登陆巴基斯坦，进一步拓展南亚市场版图。

广汽巴基斯坦上市发布会嘉宾合影

    美洲方面，广汽5月终端销量同比增长144%，哥伦比亚销量同比高增1,088%，乌拉圭同比增幅806%、哥斯达黎加同比增幅733%、委内瑞拉同比增幅223%。此外，广汽持续扩容欧洲市场版图。5月28日，埃安V正式登陆英国市场，成为广汽深耕欧洲新能源市场的又一关键落子。

    启境首车GT7预售5小时订单破万

    全国300家门店6月底全面启用

    由广汽与华为乾崑联合打造的启境首车GT7已于5月29日晚开启预售，预售价21.99万元-30.99万元，预售5小时订单已突破10,000辆。

    启境GT7在智能辅助驾驶、座舱、底盘、安全、续航五大维度实现全面领先。新车搭载华为双光路图像级激光雷达、全新一代华为乾崑智驾ADS 5、全新一代鸿蒙座舱智能助理、首发华为乾崑赤兔平台及超级三电机系统等，实现零百加速2.98秒，最长续航里程900公里。

启境GT7

    同时，启境GT7体验与服务网络也正加速落地，构建起“华为乾崑智驾授权体验中心+启境用户中心”双渠道协同模式，全国70城300家门店将于6月底全面启用。

    此外，启境汽车同步公布旗下首款大五座SUV命名为启境GX7，该车型将于年内推出。

    首台GOVY AirCab量产下线

    广汽高域飞行汽车商业化进程加速

    继广汽飞行汽车GOVY AirCab在广州海心沙完成城市核心场景首飞后，5月29日，广汽集团孵化的低空出行科技品牌高域位于广州黄埔区的工厂正式落成，首台飞行汽车GOVY AirCab同步下线。此次下线标志着广汽飞行汽车已完整构建技术研发、智能制造、量产交付的全链条能力。

    目前，高域拥有适用于中短途低空出行的复合翼飞行汽车GOVY AirJet和适用于城市内部或短途低空出行的多旋翼飞行汽车GOVY AirCab。其中，GOVY AirCab已获得近2000架客户订单，预计2026年底取证并开启交付。

GOVY AirCab的成功下线，为行业提供了可复制的量产样本

    目前，高域正逐步与多家企业达成飞行汽车相关合作，规划于2027年在大湾区2-3座城市落地示范运行，构建“地空一体”智慧出行服务。

    广汽集团将持续发力海内外市场、加快新品落地，奋力冲刺半年经营目标。面向未来，广汽集团将继续以用户需求为核心，通过 “市场+技术” 双轮驱动产品创新，为用户美好移动生活持续创造价值。

5月7日，一份来自香港运输署的4月私家车首次登记统计数据，在汽车行业引发了广泛关注：广汽埃安以1,596辆的电动私家车登记量，首次登顶香港市场榜首，超过了特斯拉（1,389辆）和比亚迪（871辆）。

在香港这一被视作“日本车的天下”的右舵标杆市场，一个中国品牌完成了从“追赶者”到“领跑者”的战略跨越。这不仅是广汽埃安全球化进程中的里程碑事件，更是一面镜子，映照出广汽埃安正在经历一场深刻的内外“体系化”重构与全面突围。

四位一体的“体系化胜利”

埃安在香港的登顶，绝非一日之功。

从时间线来看，今年年初以来，埃安在港便已展现出强劲的增长曲线：1-2月电动车销量位列中国品牌前二、全品牌前三；3月单月批发近2,000台，实现历史性突破；4月一举跃居榜首。这一成绩的取得，背后是一套系统性的打法。

在战略层面，自2025年发布“香港ACTION”计划以来，广汽始终以香港为右舵市场和海外示范样板的核心阵地，在“One GAC 2.0”全球化战略指引下，系统性地构建了“产品-渠道-服务-本地化”四位一体的体系化能力。

产品是基础。埃安已向香港投放AION UT、AION V、AION ES、昊铂HT等多款明星车型，精准覆盖从城市通勤到高端出行的多元需求。

同时渠道与服务则是将产品力转化为市场力的关键。广汽在香港已构建起覆盖全港的销售网络，包括1家品牌中心、7家陈列室及2家售后服务中心。同时，广汽专门打造了香港专线极速物流体系，打通粤港澳大湾区供应链，实现“即产即运、即到即提”。一季度订单激增时，这套体系发挥了关键作用。将订单以最快速度交付用户手中，稳稳接住了市场增长。

营销层面也颇为亮眼。广汽向歌手叶倩文、张与辰分别赠送AION UT和AION V，借助明星车主效应扩大品牌曝光度，并在红磡、元朗、将军澳等核心商圈密集开展商超展。明星效应叠加高频线下曝光，有效触达了香港消费者的心智。

一位香港汽车市场的行业观察人士表示：“埃安能在香港击败特斯拉和比亚迪，关键在于它做到了三点：产品矩阵足够广、渠道覆盖足够深、交付足够快。香港市场虽然体量不大，但消费者非常挑剔，能在这里站稳脚跟并登顶，说明埃安的体系化能力已经成熟。”

值得注意的是，4月数据较3月有所回落，背后是香港“一换一”电动车税收优惠政策到期的因素。3月市场集中冲量造成了一定的透支效应。埃安能在政策退坡后依然保持可观的市场份额，恰恰印证了其产品力的韧性。

从“国民好车”到“AION爱生活”的价值跃迁

如果说香港登顶是埃安在全球市场“开疆拓土”的有力注脚，那么2026北京国际车展上启动的品牌全面焕新，则是其国内市场“向内求索”的深层变革。

4月24日，埃安正式发布全新品牌价值主张“智悦生活丨Easy Life”及品牌口号“AION 爱生活”，并启用新LOGO。以极简折线设计的新标识，更具科技感和亲和力，直观地传递出品牌更科技、更轻松的新形象。

“十年前，埃安为解决品质痛点而生；今天，我们要解决的是用户‘生活不轻松’的痛点。”昊铂埃安BU总裁张雄在发布会现场的这句话，道出了品牌焕新的本质。从“拥有一辆好车”到“拥有一种更轻松自在的生活”，年轻用户的核心诉求已经升级。

围绕这一全新定位，埃安提出“时尚、智能、安心”三大用户价值支撑。在智能普惠层面，埃安将Robotaxi专属的L4级同源智驾技术下放至10万级国民车型；在安心品质层面，依托全球唯一的新能源汽车“灯塔工厂”智造能力，继续推行行业首创的“三担责”与“烧一赔三”政策。

有分析人士指出，埃安此次品牌焕新，本质上是一次从“产品竞争”向“价值共鸣”的跃迁。在新能源汽车渗透率已越过临界点的当下，光靠技术参数的堆砌已经难以唤起用户的情感认同。埃安将品牌叙事从“参数领先”转向“生活体验”，是顺应消费升级趋势的战略选择。

新品给力，新双星N60与i60双驱引擎

品牌焕新不仅是口号层面的改变，更需要产品力来兑现。埃安正在通过“智美都市SUV”N60与爆款i60，构建全新的产品增长双引擎。

去年11月，埃安推出了首款增程车型i60，搭载“星源增程”技术，可实现210公里纯电续航与1240公里综合续航，上市首个完整月即销量破万，成为广汽埃安从“执着于纯电”到“拥抱多能源”转型的成功注脚。有行业分析人士认为，从单一纯电转向“纯电+增程”双线并行，是埃安实现销量持续上扬的关键一环。

如果说i60解决了“为什么买埃安”的问题，那么N60则解决了“为什么非埃安不可”的问题。

4月28日，埃安N60正式上市，打造限时焕新价10.68万至12.68万元。这款基于AEP3.0纯电平台打造的车型，以四个领先刷新了10万级纯电SUV的配置上限：全系标配激光雷达、L4级同源智能驾驶辅助、后五连杆独立悬架、MPV级宽适空间。此外，N60还标配副驾零重力座椅，支持吸风式通风/加热/8点式SPA按摩，把以往只出现在20万以上车型上的舒适配置下放到了10万级。

在北京车展埃安展台，一位正在体验N60的年轻消费者表示：“11万左右的车居然标配激光雷达，以前想都不敢想。预算也就这么多，但N60的配置确实让人眼前一亮。”

从N60的产品策略来看，埃安的思路很清晰：将高阶智驾从豪车专属的标签，转变为国民车型的标配。N60搭载的正是L4级Robotaxi同源智能驾驶辅助技术，支持高速、城区、乡村NOA及最长3km跨楼层记忆泊车。

正如一位行业分析师所言：“埃安目前核心技术路线非常明确，纯电有N60的L4同源智驾和性价比加持，增程有i60，换电有UT Super和RT Super，三条路并行且均在同级产品中拿出了越级配置，这种‘三箭齐发’的布局在主流新能源品牌中并不多见。”

从“卖车”到“扎根”，香港只是起点

香港的登顶并非孤例，而是广汽全球业务全面提速的缩影，而埃安则是这场全球化的“主攻手”。在欧洲，埃安V已在奥地利麦格纳工厂量产，埃安UT于3月下线并计划登陆欧洲多国市场；在非洲，埃安UT、埃安V HOME等车型已进入埃塞俄比亚市场，全球化网络正快速成型。北京车展期间，广汽宣布向全球市场推出AION i60与AION N60全球车型，覆盖全品类全场景。

从香港市场的“登顶”，到国内市场的持续向好，再到全球市场的“提速”，广汽埃安正站在一个新的战略起点上。

在品牌层面，全新“智悦生活”定位让埃安以“时尚、智能、安心”三大价值锚点，重新连接年轻消费群体。在技术层面，星源动力、星灵架构4.0等核心技术矩阵日趋成熟，“L4同源智驾下放”与“国民换电计划”双路并进，形成差异化竞争壁垒。

在产品层面，i60延续热销、N60重塑标杆，产品矩阵从“单点爆款”向“矩阵爆款”跨越。在渠道与服务层面，叠加香港专线物流模式的可复制性，有望在更多海外市场快速铺开。

香港市场的登顶，更多地展现了广汽埃安在战略、执行、产品和运营层面的成熟度。这种成熟度，正在被带到更广阔的国际舞台。无论是对香港市场竞品格局的重塑，还是其对国内品牌信心的反哺，这都有着积极意义。

当一家车企既能把握市场节奏、又能坚守技术普惠的初心，市场自然会用销量给出回应。广汽埃安的故事才刚刚进入最精彩的章节！