July 2026, the Chinese automobile market witnessed an expected in-depth adjustment. The combination of a traditional off-season and the overdraft of demand in the first half of the year caused overall sales to decline nearly 20% year-on-year. Although the penetration rate of new energy vehicles continues to rise at a high level, the industry trend has clearly shifted, returning from "pulse-like" growth driven by short-term promotions to a normalized rhythm driven by real demand.

Under the pressure of the overall market, AION Hyper delivered a completely different set of results. July terminal sales reached 34,987 vehicles, a year-on-year increase of 31.74%, achieving five consecutive months of positive year-on-year growth. Since March, AION Hyper has recorded double-digit year-on-year positive growth for five consecutive months.

In the first half of 2026, the combined sales of AION Hyper reached 174,938 vehicles, up 15% year-on-year. Including the 34,987 vehicles in July, the cumulative sales for the first 7 months of this year have reached 209,925 vehicles. Against the backdrop of a nearly 17% decline in the overall market, AION Hyper defied the trend and achieved independent performance.

This is not a matter of luck. 2026 marks the tenth year for GAC AION. Looking back to the beginning of the new energy vehicle industry, there were once more than 400 new energy vehicle brands competing at the peak nationally. After ten years of大浪淘沙 (washing the sand for gold), many brands floated and sank in an instant. New energy vehicle enterprises that have steadily survived for ten years are particularly scarce.

AION is one of the few survivors in this long run, and indeed a leader.

From 4.5 Billion to Nearly 2 Million Users; From B-Reliance to 80% Private Users

As early as 2017, GAC Group invested 45 billion yuan to build a new energy intelligent network industrial park, making GAC AION the core carrier for the development of new energy businesses.

At that time, the annual sales of new energy passenger vehicles in China were less than 600,000 units, and most traditional automakers still adopted the "converting oil to electricity" transitional plan, while AION chose the pure electric exclusive platform route. This decision secured a key time window for the development of AION and Hyper in the following years.

Thereafter, core technologies such as DANXIA Battery, Quark Electric Drive, and full-stack self-developed intelligent driving have landed one by one. The installation of DANXIA Batteries has exceeded 1 million units, and no malignant accidents caused by battery thermal runaway have occurred to date. The world's first new energy vehicle lighthouse factory was completed, and L2 to L4 level intelligent driving technology has achieved full-stack layout.

This "keeping head down and working hard" approach allowed AION to accumulate a user base of nearly 2 million users in ten years. It did not reach today by chasing short-term traffic dividends, but relied on the advantages of the GAC SOE platform, with full-stack self-developed core technologies and a complete independent industrial chain, calmly traversing multiple industry cycles.

However, the growth in volume once masked a structural problem. Early B-side mobility markets accounted for a relatively high proportion, and with this sector becoming saturated, the growth path faced bottlenecks.

AION chose active reform. At the end of 2025, under GAC Group's "Panyu Action" strategy, the AION Hyper BU was officially established, endowed with full value chain decision-making power for R&D, production, sales, and service, truly realizing "letting those who hear the gunfire command the battle". Relying on the IPD Integrated Development System, new car development cycles were significantly shortened, and R&D costs were effectively reduced.

At the channel level, the dual brands accelerated fusion. Sales outlets now cover cities above the 4th tier nationwide, and service networks expanded from hundreds to a thousand-level. Hyper focuses on "Smart Enjoyment Life" for taste and technology, facing the backbone of the era; AION deepens the positioning of "National Good Car" with "Smart Joy Life". The dual brands return to their positions and advance in synergy.

The results of institutional innovation are ultimately reflected in products and user structure.

AION i60 continues to iterate with 200,000 yuan-level extended range technology, with monthly sales consistently breaking 10,000 units, becoming one of the A-segment new energy SUVs that best understands Chinese families; AION N60, with a 100,000 yuan-level pricing, comes standard with LiDAR high-end intelligent driving, allowing young users to enjoy crossover-level intelligent driving experience at an entry-level price. Deliveries broke 10,000 units within just two months of launch, with a very high proportion of young users.

In the high-end market, the Hyper brand simultaneously launched heavy-hitting models such as A800 and S600, equipped with flagship configurations such as Huawei Qiankun Intelligent Driving and dual-chamber air suspension. The path to upward breakthrough is becoming increasingly clear.

More critically is the qualitative change in user structure. In the first half of 2026, the proportion of AION C-side private users had climbed to over 80%. The main sales models have fully switched from the early Y and S series to next-generation products such as i60 and N60. This means the brand has completely gotten rid of reliance on bulk orders and entered a good track driven by real consumption demand.

At the same time, AION Hyper's overseas layout is also accelerating. Currently, it has entered nearly 50 countries and regions, with overseas sales increasing nearly three times year-on-year. Thailand and India intelligent factories have landed successively, forming a global layout with domestic and overseas synergy.

Ray and a "New Venture" for the Young

Standing at the new starting point of the tenth year, AION has not stopped at the existing achievements of the "National Good Car".

On July 28, on the occasion of the brand reaching its full ten years, there was no grand celebration; instead, there was a dynamic move—launching a completely new independent car series Ray. "Ray" originally means light, the unique light on young people; the corners of the mouth automatically turn up when pronounced, like a smile. This echoes the lifestyle attitude of young users and implies that AION starts anew with the tenth year as the starting point.

The first model, Ray 7, is positioned as a mid-to-large super pure electric sedan and will officially debut in mid-to-late August. It features a 5-meter-class large body size and a low-slung wide-body posture, globally first to be equipped with a super chassis with chip-level drive-brake integrated architecture, equipped with L4-level shared algorithm LiDAR assisted driving, and will for the first time hang the all-new AION Logo.

This is not only a collection of new technologies but also carries AION's brand narrative for the new decade, moving from "National Good Car" to "Cars Loved by Young People".

According to the plan, AION Hyper will launch multiple brand-new models this year, covering new car series and intelligent models co-created in-depth with Huawei; in the next two to three years, there will be dozens of new car and facelift plans, and the product matrix will see intensive renewal.

Standing firm against the tides after ten years, renewing for the new. Years of technical and industrial in-depth farming have built a solid foundation for AION's long-term development. In the cycle of overall automotive market decline, it proved its resilience with growth exceeding 30%; in the wave of industry reshuffling, it used ten years of accumulation to complete the structural turnaround from B-side to C-side, and consolidated the foundation of development with 80% private users.

Channel fusion, overseas expansion, dual brand renewal, new car series set sail... This series of actions together build the system competitiveness of AION Hyper to traverse the cycle.

Now, AION is injecting new momentum for the next "tenth year" with a "New Venture" for the young. Ten years is not the end, but a new starting point. Just like the meaning of Ray, there is a starting point, but no end point.

Epilogue

Ten years is merely a moment in the long river of the automotive industry, but for a new energy vehicle enterprise that has broken through from over 400 competitors and traversed multiple cycles, these ten years are enough to verify one thing, that is, the real moat of the industry is not above the trend, but the solid chassis after the tide recedes.

When the cold wave of the car market in the summer of 2026 came, AION Hyper proved the ability of an enterprise to traverse the cycle with a year-on-year growth rate of over 30%. This growth was not an accidental pulse, but a natural release after the accumulation of ten years of system capabilities.

Standing at the node of the tenth year, the brand new set sail of the Ray car series announces that this long run has not yet reached the finish line. From National Good Car to Cars Loved by Young People, from the domestic market to global layout, AION's next ten years has just begun.

Those who stand firm against the tides fear neither wind nor waves. Because true confidence has always been in the accumulation of time.

2026年4月，AION UT交出了一份让人五味杂陈的成绩单——单月仅售2645台。但如果你因此就觉得AION UT的产品力不行，那未免太草率了。这台车的真实处境，远比一个数字复杂得多。

先把产品力摆清楚：实力真不差

在讨论销量之前，必须先承认一个事实——AION UT的产品参数，放在10万以内的纯电小车市场里，相当能打。

车身尺寸4270×1850×1575mm，轴距达到2750mm。什么概念？这个轴距已经摸到了紧凑型轿车的门槛，后排坐两个成年人再加一个小孩，完全不挤。用车主的话说："别看外面小巧玲珑，里面空间真是挺宽敞。"这就是典型的"越级尺寸"策略，在A0级小车里几乎找不到对手。

动力方面，前置单电机，最大功率100kW，最大扭矩145N·m，0-60km/h加速仅4.2秒。对于城市通勤来说，这个动力储备绰绰有余，起步轻快、超车不虚。电池提供320km、330km和420km等CLTC续航版本，搭载宁德时代磷酸铁锂电池，支持弹匣电池技术。快充30%-80%大约24到26分钟。

智能化配置也没有吝啬：全系标配14.6英寸中控大屏，支持CarPlay/HiCar/Carlink手机互联，语音助手叫"你好，北鼻"，能联网搜索、能听懂不少指令。高配车型还有L2级智驾、360度全景影像、自动空调、电动座椅调节等。

官方指导价6.98万到10.18万，终端还有优惠。以深圳市场为例，目前最低起售价已经下探到6.58万。这个价格，你去找一台空间比它大、配置比它高的纯电小车，几乎找不到。

所以问题来了——产品力不差，价格也到位，为什么就是卖不动？

销量低迷有多方面原因

对手太强，而且不止一个

AION UT所处的10万以内纯电小车市场，是整个中国车市竞争最惨烈的角斗场。比亚迪海鸥和吉利星愿在疯狂抢份额，还有极狐T1、奇瑞QQ3 EV这些新玩家虎视眈眈。

比亚迪的品牌号召力和渠道覆盖率，不是埃安短时间内能追上的。很多消费者走进店里，第一反应就是"海鸥卖得比较多，跟着买不会错"。这种从众心理，对AION UT这种新品牌车型的杀伤力极大。

在10万这个价位，消费者对质感的期待已经被国产车养刁了。AION UT把成本花在了电池、电机、空间这些"看不见"的地方，但坐进车里第一眼看到的却是较多硬塑料，这种"里子好面子薄"的反差，直接劝退了不少注重颜值的年轻买家。

4月本身就是淡季，而且环比在跌

根据乘联会数据，2026年4月埃安品牌整体销量环比下滑7.15%，AION UT从3月的高位回落也在情理之中。整个4月国内狭义乘用车零售销量环比普遍承压，AION UT的2645台虽然不算好看，但考虑到大环境，也不至于用"溃败"来形容。

真正值得警惕的是趋势——2026年1-4月，AION UT累计销量20397台，月均约5000台，距离"月销过万"的目标还有一倍的距离。如果后续不能止住下滑势头，爬坡期可能会被拉得更长。

但它真的有翻身的本钱

说完问题，必须说说机会。因为AION UT手里的牌，其实比很多人想象的要好。

第一张牌：香港已经证明了自己。 2026年4月，AION UT在香港电动私家车市场拿下销量桂冠，单月登记1596辆，直接超越特斯拉和比亚迪。香港是全球汽车产业的多元市场，也是右舵车的核心阵地，对全球约30%的右舵市场有示范效应。能在香港登顶，说明这台车的产品力是经得起最挑剔市场检验的。

第二张牌：海外市场全面开花。 新加坡、泰国、哥伦比亚、玻利维亚、沙特、阿联酋……AION UT已经进入十几个海外市场，在多个国家的新能源或细分市场稳居前列。2026年1-4月，广汽集团海外出口累计70474台，同比增长133.9%。AION UT是这波出海浪潮的主力之一。墙内开花墙外香，反过来也能提升国内消费者的信心。

结论：不是卖不动，是还没到时候

2645台的月销量，放在AION UT身上，确实不算好看。但如果你把它放在"上市仅一年多、品牌认知度还在积累、对手又是比亚迪这种巨头"的背景下看，这个数字其实还在合理区间内。

它的问题很明确：内饰质感需要提升，品牌声量需要加大，智能化的用户感知需要更强。但它的长处同样鲜明：空间越级、电耗表现不错、海外已经验证过实力。

AION UT需要的不是推倒重来，而是把已经被验证的优势，2645台不是终点，甚至可能不是低谷。真正的比赛，才刚刚开始。

如果要评 2026 年“最忙碌的全球车”，AION UT一定是种子选手。

3 月奥地利工厂量产下线、4 月登陆欧洲多国，澳洲预售1个月狂揽 600 台订单，接连登顶中国香港、哥伦比亚、新加坡、乌拉圭、等多地电动Hatchback 细分市场销量榜首……

AION UT欧洲上市发布会在意大利米兰举行

AION UT在奥地利生产基地下线

AION UT在墨尔本国际车展正式上市

在功夫汽车看来，AION UT忙碌的全球身影背后，揭示出一个关键命题：中国汽车出海已进入“规模化”与“影响力”双重突破的“深水区”。车企灵活应对不同市场，分别提供畅销车型固然重要。但要迅速突破增长瓶颈，真正能赢取用户心智，塑造市场认知，必须要有一款能“打透全球”的战略级拳头产品。

无疑，AION UT做到了。车型进军海外不到一年，AION UT已展现出成为顶尖畅销“全球车”的实力，创造出越来越强的全球畅销“确定性”。

单单是今年一季度，AION UT就在泰国交付超2400台，稳居细分市场前三；在香港，订单直接破千台，连续两个月拿下电动Hatchback销冠；印尼一季度交付超 800 台，位列细分市场第二；乌拉圭上市半月直接登顶细分市场冠军…… 从东南亚到南美，从欧洲到澳洲，这台车一路攻城拔寨，销冠拿到手软。

AION UT 全球热销，让它成为广汽出海当之无愧的“定海神车”，为广汽 2026 年海外“力保25万、冲刺30万”的销量目标，提供了最强“定心丸”。

AION UT的全球热销，反过头来也带动了埃安品牌在国内市场的销量表现。今年一季度，昊铂埃安BU一季度销量同比增长8.72%，助力广汽集团实现一季度销量“开门红”。海内外销量相互赋能，也让外界对这款全球车的表现愈加看好。

正因如此，在功夫汽车看来，AION UT完全有实力成为和 Model3、卡罗拉、CR-V 等经典全球车并肩，属于新时代全球车的“中国名片”。

（1）利刃出鞘！中国车等了十年的全球车标杆，终于来了！

燃油车时代，提起全球车，我们总会想起卡罗拉、CR-V 这些穿越周期的名字。它们靠着强大的品质一致性、适配全球的产品力，在数十个国家畅销几十年，成了跨国车企全球化征程里的硬核底气。

电动化时代，特斯拉 Model 3 抢过接力棒，横扫全球主流电动市场，成为新能源时代全球车的标杆。

这些例子都证明，能定义一个品牌全球化高度的，永远是畅销的全球车。

这也让我们多少有些遗憾。尽管中国车出海多年，出口规模一年比一年高，但真正能叫得上号的“全球车”，掰着手指头都数得过来。

整个行业都在等，等一柄能打透全球市场、能和经典标杆正面硬刚的“中国利刃”。而 AION UT，就是带着这个使命而来。

2025年6月 AION UT在泰国首次海外上市

这把利刃的出鞘之战，选在了 2025 年的泰国市场。作为广汽全球精品战略的核心车型，AION UT 以“泰国行动”为起点，首秀就炸场，在曼谷车展上一举实现订单破 2500台的优异战绩。

首战告捷之后，AION UT的利刃锋芒以肉眼可见的速度席卷全球。东南亚、南美、欧洲、亚太、澳洲…… 不管是右舵还是左舵市场，不管是成熟发达市场还是新兴增长市场，AION UT都所向披靡，迅速建立了自己的影响力。

能在一个市场爆火是运气，能在全球多市场霸榜就是实力。我们做了一个统计：AION UT 已在全球8个国家和地区，稳居电动 Hatchback 细分市场TOP3，其中半数市场更是直接登顶销冠。

譬如，今年一季度，AION UT交付超 2400 台，位列泰国电动Hatchback 细分市场 TOP3；在新加坡、中国香港，它长期稳坐细分市场头把交椅；在哥伦比亚，它单月销量超 122 台，直接超越比亚迪海鸥拿下细分市场销冠；哪怕是刚开启预售的澳洲市场，也在短短一个月内揽下 600 台订单，号召力强劲。跨地域、跨消费习惯、跨竞争格局的全球热销，让AION UT当之无愧地成为广汽的“海外爆单王”。

此外，泰国年度最佳五门纯电掀背车、曼谷车展最具价值纯电车型、墨西哥年度最佳紧凑型电动车、印尼最佳中型纯电掀背车…… 全球多国权威机构的盖章认证，正是AION UT世界级造车标准的最好证明，也收获了德国、澳大利亚、美国等全球主流汽车媒体的一致好评，AION UT真正做到了销量和口碑双丰收。

AION UT荣获泰国CAR OF THE YEAR 2026重磅大奖

外媒盛赞AION UT表现

更值得一提的是，这把利刃不止迅速击穿了各个海外汽车市场的固有壁垒，还破圈成了全球体娱明星的“品味之选”。

全球足球巨星“苏神”路易斯・苏亚雷斯为它倾情助力，香港本土艺人也纷纷为它站台推荐，从体育赛场到潮流娱乐圈，AION UT 已经成了全球新能源出行的新风尚标。

AION UT乌拉圭上市

得益于这个“爆单王”的热销，广汽全球化征程也赢得了销量跨越式增长的“最强抓手”。2025 年广汽全年出口超 13 万辆，同比增长 47%；2026 年一季度，广汽自主品牌海外销量达 42165 辆，同比猛增86%，为广汽出海全年“力保25万、冲刺30万”的销量目标，打下坚实的基础。

对急需明星“全球车”的中国汽车业来说，AION UT的锐利锋芒，也让行业更真切地认识到，站在全球视野开发，追求跨域普适性，以世界级标准打造的“全球车”，才能真正成就“中国名片”，赢得全球用户的青睐。

（2）以体系出海为坚盾，广汽推动中国汽车出海“范式升维”

中国新能源的智电技术，早就无可争议地实现了全球领先。可在全球统一的制造品质、不同市场的法规适配、本地用户需求的深度满足这些维度上，我们仍需谦虚地向那些深耕海外几十年的跨国品牌学习。

都说汽车业是一条“长跑赛道”，出海市场，更是如此。短期需要抓住机遇窗口，长期则需要赢得用户信任。

如果说全球车是一把“利刃”，负责撕开各个市场的入口；那体系化的出海能力，就是托住品牌走深、走远、走高的“坚盾”。 这也是中国汽车高质量出海，必须迈过去的关隘。

在功夫汽车看来，AION UT 能在全球持续热销，背后最坚实的依托，是广汽全球化体系能力的集中迸发。在ONE GAC 2.0 战略的指引下，广汽以产品、科技、生态、文化成体系推进的“四大出海”，创出了一套中国汽车高质量出海的“升维范式”。

AION UT米兰上市

AION UT 的研发源点，就是打造一款适合不同区域市场的“全球车”。

不同于“内销转出口”的车型，AION UT从一开始就根据全球市场需求为核心打造。米兰设计中心操刀的造型，适配全球不同市场的审美；2750mm 轴距却营造出中型车级的后排空间，全场景都能打；智能座舱、一体式热成型安全车身，给了全球用户统一的智能体验与超高安全标准。正是这种从根上适配全球的产品力，让它走到哪都能打中用户痛点。

依托广汽全球研发体系，AION UT的三电、智能座舱、车身安全技术，实现了全球统一的高品质输出。广汽更在全球布局本土化智造网络，欧洲市场与合作伙伴合作实现本土量产，泰国生产基地 2026 年产能将提升至2 万台，把泰国从生产基地升级为全球出口中心，为全球右舵车市场的供给与品质上了双保险。

生态和服务领域，广汽也在不断为全球用户搭建全生命周期的服务生态。

重磅发布的GAC CARE 全球专属服务品牌，以7 天内必完成维修、三电终身质保、零自燃安全承诺等硬核举措，为 AION UT 的全球热销筑牢根基。香港专线极速物流、泰国 12000㎡零部件中心仓库、全球充换电能源网络的铺设，实现了 AION UT 卖到哪，广汽的服务保障就跟到哪。

AION UT在香港上市

最为关键的是，广汽始终坚持“在当地，为当地”的理念，深度融入本地市场的生活与语境。从全球体育巨星合作，到各区域本土艺人联动、本土化用户活动，以用户喜闻乐见的方式传递品牌价值，让 GAC 品牌真正走进全球用户的心里。

在功夫汽车看来，广汽体系化“四大出海”的背后，处处体现了企业对追求“长期主义”价值的毫不妥协。销量跨越式增长的背后，一直是“体系扎根”的稳健。

AION UT的全球热销，正是广汽产品、科技、生态、文化“四大出海”体系能力的集中落地。这也为中国汽车批量打造有强大影响力的“全球车”，探索出了一套有自己特色，可供行业借鉴的“广汽方案”。

（3）功夫拍案

多年来，我们一路见证中国汽车出海的跌跌撞撞，也始终在盼着，能有更多属于中国，可以载入全球汽车发展史册的畅销“全球车”。

如今，AION UT 的价值并非仅仅是为了“卖车走量”，而是要成为“突破口”，引领广汽实现全球化的“体系扎根”。AION UT不仅用极短时间初步达成了这个目标，更证明了，只要方法正确，将企业自身和产业链的优势充分发挥，中国汽车一样可以造出全球畅销、全球认可的爆款全球车。

对处于出海业务高速增长期的广汽乃至中国汽车业来说，AION UT无疑是一个强而有力的“抓手”，更是中国汽车全球化“从大到强”的又一个新起点。