奇瑞嘅腳,已經踏入韓國本土汽車工業嘅門檻。
8 月 2 日,首爾龍山區君悅酒店嘅簽約現場,奇瑞汽車董事長尹同躍向 KG Mobility 董事長郭載善贈送咗一台機器狗。
呢個頗具科技感嘅禮物背後,係奇瑞透過認購 KG Mobility 發行嘅可轉換債券方式,投資一筆 7500 萬美元嘅戰略投資(按目前匯率折算,約合 5.07 億元人民幣)。如果奇瑞喺 2029 年 7 月債券到期時全部轉股,將持有 KG Mobility 約 10% 嘅股份,成為其重要股東。

KG Mobility 原名雙龍汽車,係僅次於現代、起亞嘅韓國第三大本土汽車品牌。值得一提嘅係,雙龍汽車同中國汽車產業頗有淵源。早在 2004 年 10 月,上汽集團就以 5 億美元收購雙龍汽車 48.9% 股權,成為雙龍嘅最大股東,開啟中國車企收購外國車企嘅先河。
而 KG Mobility 同奇瑞嘅故事要從更早話起。
2024 年 10 月,雙方簽署咗戰略合作與平台許可協議。2025 年 4 月,"SE-10"項目正式立項。該款定位為雷斯特繼任者嘅中型 SUV,將搭載奇瑞專為插電混合動力開發嘅 T2X 平台,同時提供 2.0L 汽油版本,計劃 2027 年 1 月亮相。這只係開胃菜。第二款全球車型已經喺路上,增程式電動車亦排上咗日程。

合作嘅邊界正從整車製造向外延伸。雙方決定喺機器同汽車芯片領域組建專項工作組,探討聯合驗證與商業化嘅可能性,半導體方面將討論車規級芯片嘅共同投資與開發。中國駐韓國大使戴兵喺現場評價稱,"韓中經濟合作已從現有嘅垂直分工轉向水平合作結構,喺合作中競爭、喺競爭中合作嘅利益共同體正成為新常態。"
錢花咗,技術畀咗,奇瑞圖乜?
奇瑞汽車副總經理張貴兵嘅回答留足咗餘地。佢喺接受韓媒採訪時表示,“如果大量韓國消費者有購車需求,我哋就會進入韓國市場。不過階段性我哋嘅首要目標,係依托本次合作令 KGM 獲得消費者認可。韓國社會重視差異化、追求個人特色嘅消費氛圍正不斷壯大。倘若奇瑞旗下子品牌登陸韓國,我哋仲可以開拓一批同 KGM 受眾喜好唔同嘅消費群體。”
談及奇瑞車型喺 KG Mobility 工廠生產嘅可能性,佢回應稱,“奇瑞喺全球擁有多个生產基地。我哋認為,呢啲基地未來可能成為兩間公司合作嘅重要領域。例如,我哋可以探索共享全球產能,並喺製造領域展開多方面合作。”
吉利以認購增資方式取得雷諾韓國 34.02% 股份後,Polestar 4 已經喺釜山工廠下線,內銷出口兩邊都唔誤。有呢個先例喺前,奇瑞嘅算盤唔難猜。
而喺兩個多月前嘅東京,奇瑞玩嘅係另一套路數。
5 月 27 日,新品牌 EMTA 無聲無息地發佈咗。奇瑞冇站到台前,而係拉住江蘇悅達汽車集團、奧德巴克斯、國軒高科同阿耐思特巖田四間企業,組咗間新加坡合資公司,奇瑞持股 27.27%。品牌係日本嘅,設計係日本團隊做嘅,連銷售渠道都用奧德巴克斯喺日本嘅六百多間門店,一上來就切出一百間做網點。
但掀開蓋一看,三電系統係奇瑞嘅,智能駕駛係奇瑞嘅,整車生產放喺江蘇鹽城。所謂“日本殼、中國芯、全球鏈”,講白咗就係將“外國品牌唔受信任”呢道坎,繞過咗去。
奇瑞瞄準係日本市場最肥又最頑固嗰塊蛋糕——K-Car。
近年來,年銷超 150 萬輛嘅細分市場,被本田 N-BOX 哋牢牢把持。奇瑞嘅打法好直接:純電 K-Car,網傳續航 155 到 220 公里,價格同燃油版 K-Car 持平。計劃 2027 年春交付,到 2029 年鋪開四款車型。

呢種“借殼”嘅策略,本質上係喺繞開日本消費者對外國品牌嘅信任壁壘。日本汽車市場長期被豐田、本田、日產等本土巨頭壟斷,係全球最封閉嘅汽車市場之一。奇瑞海外業務負責人張貴兵此前向日本媒體表示,企業將依托日系車企暫未具備嘅差異化特色產品參與競爭。
韓國資本入局,日本品牌孵化,兩種打法背後,係奇瑞藏唔住嘅出海野心。
奇瑞官方數據顯示,2025 年集團總銷量達 280.6 萬輛,其中出口 134.4 萬輛,連續 23 年位居中國品牌乘用車出口第一。進入 2026 年,奇瑞嘅出海步伐進一步加快,1 至 7 月累計出口 114.6 萬輛,同比增長 71%;上半年全球市場份額達到 4.1%,同福特並列全球第九。
近鄰市場嘅風向,真係變咗。睇下韓國。
據韓國汽車數據機構 Carisyou 統計,2026 年 1 至 5 月韓國進口乘用車市場共註冊新車 146278 輛,其中比亞迪達到 7023 輛,佔比 4.8%,排名第四,僅次於特斯拉、寶馬同梅賽德斯 - 奔馳,甚至超過咗日本豪華品牌雷克薩斯。
2026 年第一季度韓國新註冊純電動乘用車 70078 輛中,中國生產嘅車輛達到 25595 輛,佔比 36.5%。呢度除咗有中國品牌,仲包括喺上海超級工廠生產嘅特斯拉——後者依靠中國供應鏈嘅成本優勢大幅減價,直接帶旺咗銷量增長。
日本市場慢啲,但冰面都裂咗。
比亞迪 2023 年 1 月喺東京開出首間門店,成為首個全面進入日本乘用車市場嘅中國品牌。2025 年比亞迪喺日本純電車型銷量約 3870 輛,同比增長 62%;進入 2026 年增速進一步加快,2 月單月銷量 439 輛,同比激增 153%。
當然,路唔會太平坦。
韓國環境部 6 月底嘅補貼名單入面,比亞迪出局咗。7 月 1 日之後買比亞迪,拿唔到政府補貼。理由係國產化率低、對本土就業貢獻有限。呢啲都係明面上嘅坎。
但有啲嘢,補貼擋唔住。比亞迪首爾麻浦店嘅銷售課長李慧敏接受採訪時講過一句大實話:"韓國消費者對中國品牌嘅偏見仍然存在,但佢哋唔傻,喺試駕體驗後決定購車嘅比例相當高。"
從比亞迪嘅性價比撕開缺口,到極氪向高端行,再到奇瑞用資本同技術兩條腿行路,中國車企喺日本韓國呢兩個傳統汽車重鎮,正一點點將“唔可能”變做“可能”。
來源:車觀察

喺馬來西亞嘅 SUV 市場,好多買家喺揀車嗰陣都會拿 Proton X70 同 Mazda CX-8 嚟做比較。這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,幫你省返做功課嘅時間。
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-8 喺馬來西亞嘅 OTR 售價係 RM 165,360 - 201,360,一共有 5 個版本,包括 2025 2.5T 4WD High Plus Petrol(RM 201,360)、2025 2.2L 2WD High Plus Diesel(RM 193,123)、2025 2.5L 2WD High Plus Petrol(RM 186,360)等。
由價錢睇嚟,Proton X70 嘅起步價的確比 Mazda CX-8 平咗 RM 58,560。如果你預算有限,Proton 嘅入門版已經可以滿足日常需要。但都留意下,平嗰幾千塊,喺配備上可能會有取舍,具體要看你嘅需求。

Proton X70 嘅安全評級係 5★ (ASEAN NCAP),主動安全系統包括 ADAS (ACC, AEB, LKA, LDA, BSM, RCTA)。
Mazda CX-8 嘅安全評級係 5★ (ASEAN NCAP),主動安全系統包括 Brand ADAS。
兩款車嘅安全評級一樣,喺呢個級別入面安全配備都算好齊全。而家嘅新車安全性都唔差,唔使太擔心呢一點。

Proton X70 車身長 4400 mm,行李箱 400 L。
Mazda CX-8 車身長 4500 mm,行李箱 450 L。
空間方面,Mazda CX-8 嘅車身比 Proton X70 長咗 100 mm,乘坐空間更有優勢。不過 Proton X70 喺城市入面停車會靈活少少,各有取舍。

Proton X70 同 Mazda CX-8 都係馬來西亞市場嘅主流選擇,適合家庭使用、日常通勤。如果你更睇重品牌口碑同二手價,可以優先考慮口碑好啲嗰一款;如果你更在意性價比同配備,就揀配置更豐富嗰款。最後都係建議兩款都去試駕,親身體驗先係最重要嘅。
總括嚟講,Proton X70 同 Mazda CX-8 都係馬來西亞市場幾唔錯嘅車型。揀邊架,關鍵都係要看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。

In the Malaysian SUV market, many buyers compare Proton X70 and Honda WR-V when choosing a car. These two cars are quite close in price and positioning. Today, we will do a detailed comparison from multiple aspects to help you save time on research.
The OTR price of Proton X70 in Malaysia is RM 106,800 - 122,300, with a total of 3 versions, including 1.5L Standard 2WD (RM 106,800), 1.5L Executive 2WD (RM 115,800), 1.5L Premium 2WD (RM 122,300), etc.
The OTR price of Honda WR-V in Malaysia is RM 89,900 - 107,900, with a total of 4 versions, including 2023 1.5L V (RM 99,900), 2023 1.5L E (RM 95,900), 2023 1.5L S (RM 89,900), etc.
From a price perspective, Honda WR-V's starting price is RM 16,900 cheaper than Proton X70. Honestly, in this price range, a difference of a few thousand isn't really that big. The key is still to look at overall cost-performance ratio and long-term usage costs.

Proton X70 is equipped with 1.5L Turbo, 140 hp power. Official fuel consumption 7.0 L/100km.
Honda WR-V is equipped with 1.5L 4-cyl, 105 hp power. Official fuel consumption 6.0 L/100km.
In terms of power, Proton X70's 1.5L Turbo has 35 more horsepower than Honda WR-V's 1.5L 4-cyl, providing more confidence in mid-range acceleration, especially when overtaking on highways. However, Honda WR-V's fuel consumption might be friendlier, and the difference in daily city commuting won't be too significant.

Proton X70 body length 4400 mm, trunk 400 L.
Honda WR-V body length 4400 mm, trunk 400 L.
The dimensions of both cars are almost the same, and the interior space difference is not significant. Cars at this level are more than sufficient for daily use.

Proton X70 adopts FWD drive mode.
Honda WR-V adopts FWD drive mode.
The drive modes of both cars are the same, both are FWD, so there won't be much difference in daily driving feel.
Overall, Proton X70 and Honda WR-V are both very good models in the Malaysian market. Which one to choose depends on your personal needs and budget. It is recommended to do your research, compare quotes from multiple car dealerships, and then test drive to make the final decision. Buying a car is a big matter, spending some time doing research will definitely not be wrong.


撰文 | 涂彦平
编辑 | 黄大路
设计 | 甄尤美
大多数车企还在存量博弈里找活路,上汽大通却拿出了一份让同行侧目的成绩单。
今年上半年,在整个商用车行业同比增长仅8.28%的背景下,上汽大通累计增速达35.36%,约为行业均值的4.3倍。
横向对比更见成色。在头部商用车企阵营中,6月福田增速10.42%、重汽28.78%、东风3.67%、长安-6.18%、一汽19.51%、江铃1.13%,所有头部企业增速均不足30%,多数仅个位数增长甚至负增长。上汽大通是前十阵营中唯一增速突破60%的企业。
从整个上汽商用车板块来看:今年上半年,上汽商用车累计增速28.37%,约为行业均值3.4倍,旗下大通、跃进、依维柯、红岩、申沃五大品牌全线发力,全品类协同向上。
数据来源:中汽协
上汽商用车的这种断层领先很难用运气或者周期红利解释。这是一家企业长期投入之后的厚积薄发,是体系能力集中兑现的结果。

它的中坚力量——上汽大通,是2026年上半年国内商用车市场增长确定性最强、新能源转型成效最突出的自主车企。下面我们从新能源转型、轻客龙头地位、体系化出海这三个切面,来拆解上汽大通逆势增长的底层逻辑。
新能源技术壁垒
商用车的电动化转型,长期卡在一个悖论里:运营车辆对成本极度敏感,纯电车型的电池成本和补能焦虑,让很多用户望而却步;油改电的过渡方案,又难以真正解决续航与效率的矛盾。
上汽大通选择了一条看似更慢但也更扎实的路——坚持商用车电动架构的正向开发,从底层架构自研做起。
2019年推出鸿图超级商用电动架构,2025年迭代至2.0版本,在车身底盘、空间利用率、安全性和智能化上做了系统性重构。这套原生架构的价值在用户端体现得很直接:大拿系列6月销售7207辆,同比增长218%。市场的投票,比任何技术宣讲都有说服力。
另一个关键变量是增程技术。2026年4月,上汽大通推出大拿超级增程大轻客,用“大电池+小增程”的组合,破解纯电商用车“续航焦虑、补能不便、场景受限”三大痛点。

这款轻客搭载50度宁德时代天行电池,CLTC纯电续航312公里,综合续航1260公里;配备星湃高效mini增程器,体积仅为传统增程器的一半,重量小于70kg,1升油可发3.3度电,百公里能耗低至2.65L。
这套打法的效果直接体现在数据上。今年上半年,上汽大通国内新能源车型销量同比增长87%。而同期国内新能源商用车整体销量增速为40.2%——上汽大通的新能源增速几乎是行业均值的两倍。其中,王牌大拿同比暴涨218%,跃进新能源轻卡同比增长65%,双线车型高速放量。
更值得关注的是渗透率指标。今年上半年,上汽大通国内新能源渗透率高达50%,远超同期商用车行业整体30.4%的水平。这说明上汽大通的电动化转型比行业快出一个身位。
技术路线的完整度是另一重被低估的竞争壁垒。上汽大通在纯电、插混、增程、氢燃料多条路线同步布局。不是每条路线都能在短期内带来可观销量,但在商用车新能源渗透率向更高水位演进的过程中,技术储备的宽度决定了应对市场变化的弹性。
轻客市占率超27%
轻客是上汽大通最稳固的基本盘,也是其与竞争对手拉开差距最明显的赛道。
销量维度上,大通实现了单月与累计的双登顶。今年上半年累计61144台,领先第二名长安超7200台、领先江铃超万台,龙头优势持续放大。其中,6月单月销量13902辆,在轻型客车细分赛道排名行业第一,高于第二名长安汽车(13277辆)、大幅甩开第三名江铃(10835辆)。
从今年上半年中国轻客行业总体来看,大通单一品牌市占率超过27%,是全市场份额最高的品牌。
增速维度上的表现更为惊人。6月大通轻客增速超60%,而行业轻客大盘累计同比仅19.78%。在轻客头部三强中,长安汽车增速为20.20%,江铃汽车为6.26%——大通的增速约为行业大盘的3倍、长安的3倍、江铃的10倍。
当竞争对手增长显著放缓时,大通依靠大拿系列等新能源产品持续抢占存量市场份额,在头部阵营中实现了增速的断层领先。
体系化出海
2026年上半年,上汽大通海外出口65183辆,同比增长33%;6月单月出口14071辆,同比大涨70%。出口量和增速双领先,产品畅销全球100多个国家和地区。
当然,比数字更值得关注的,是海外业务的质量。
中国商用车出海,过去很长一段时间停留在产品输出阶段——把车卖出去,交易就算完成。而上汽大通的出海早已从单一产品出口升级为“体系化全球化”——海外服务中心落地、销售服务体系完善、本土化运营深化。
这种深耕的成果已经在各个区域市场显现。
在希腊,大通前五个月市场份额同比翻了四倍,成为当地轻型商用车市场排名第一的中国品牌;在新加坡,连续三个月蝉联轻型商用车市占率榜首;MIFA 7(大家7)在中国香港中型MPV市场斩获半年度市占率第一;G50 PHEV于菲律宾4月首发即热销,上市两月订单破千台。
口碑持续沉淀的结果是赢得客户的持续复购。DHL集团累计采购2500台大通纯电轻客,大通也因此成为首个进驻DHL德国邮政车队的中国品牌。海外大客户愿意复购,本质上是对产品可靠性和服务体系的长期信任投票,这种信任比一次性的订单更难获得,也更难被竞争对手复制。
一个细节值得注意:2026年下半年澳洲及智利将率先上市大通T70,还未上市订单就已超过800台。渠道和品牌认知已经跑在了产品前面——这是出海进入成熟阶段的标志。
在委内瑞拉地震后,大通没有止步于卖车,而是捐赠T60皮卡支援红十字会后勤物资保障,还使用基于Deliver 9(国内新途V90)打造的救护车参与伤员转运。这家企业已经把自己嵌入当地社会的运转之中。
为中国商用车产业升级探路
把新能源技术、轻客龙头地位、体系化出海这几条线放在一起看,上汽大通增长的真相已经浮出水面。
技术壁垒解决的是“能不能造出好产品”——正向开发的电动架构和多元技术路线储备,让大通在新能源渗透率上领先行业一个身位;
轻客的绝对龙头地位解决的是“基本盘稳不稳”——超27%的市占率和60%以上的增速,构成了无法被短期撼动的规模护城河;
体系化出海解决的是“天花板在哪里”——当出海从产品输出升级为生态扎根,增长空间从国内扩展到了全球。
这三个问题,恰好是当下中国商用车产业升级必须回答的三道题。

中国商用车行业过去几十年习惯了跟着政策走——排放升级、治超治限、新能源补贴——每一次政策变化都是一轮洗牌,但很少有企业真正建立起穿越周期的能力。
上汽大通的案例提供的启发在于:与其被动应对政策,不如主动定义产品;与其在存量市场里卷价格,不如在增量场景里找空间。
当前,商用车行业的竞争逻辑已经发生变化。谁能用技术解决用户的实际痛点,谁能在海外市场建立真正的品牌认知,谁能在一个被低估的细分市场里率先完成场景定义——这些能力叠加在一起,才构成穿越周期的底气。
上汽大通上半年的成绩单证明了一件事:在商用车这个慢赛道里,体系能力才是真正的护城河。短期的销量起伏可以被忽视,但技术底座的厚度、细分市场的统治力、海外布局的深度——这些东西的积累需要时间,而一旦形成,对手很难在短期内复制。
从上汽商用车整体来看,这一点看得更加清晰。今年上半年,上汽商用车全系销售147592辆,同比增长24%。轻客断层领跑、皮卡出口夺冠、轻卡逆势突围、重卡客车绿色进阶——全品类、全赛道协同向上。这进一步印证了上汽大通的增长并非孤立的品牌突破,而是整个上汽商用车板块体系能力日积月累的结果。

2026 年 7 月 6 日,隨住一台叉取機器人走落產線,海康機器人正式宣佈,佢哋移動機器人全品類累計落線突破 20 萬台。

由 2024 年 5 月第 10 萬台落線至今,海康機器人只係用兩年時間就完成第二個十萬台嘅跨越。根據《移動機器人產業聯盟》最新統計,佢 2025 年移動機器人市場佔有率位居全球第一。喺製造業智能化轉型嘅背景之下,中國大陸移動機器人產業正由示範應用加速邁向規模化普及嘅新階段,而海康機器人 20 萬台落線嘅速度變化,就代表咗呢個趨勢嘅縮影。
由技術到標準:規模化背後嘅系統性積累
移動機器人產業嘅規模化,唔單止係產能嘅擴張,亦係龍頭企業喺技術、產品、場景、行業標準等維度長期積累嘅結果。由全球產業發展規律睇嚟,能夠真正實現大規模量產並落地嘅企業,無一唔係喺呢啲維度持續投入、長期積累,最終形成產品化、工程化嘅系統能力。
海康機器人嘅發展軌跡,為呢個規律提供咗一個參考。由早期產品線嘅逐步完善——潛伏、叉取、全向叉取等品類相繼面世,到安全控制器獲全球首張 SIL3 認證、全向叉取機器人獲國內首張全指令 CE 認證、第四代架構平台「智能基座」發布——呢啲節點串起咗一條清晰嘅能力躍遷路徑:移動機器人由「能夠行走」逐步進化到能夠喺複雜工業環境中安全、穩定、可調度咁運行,技術嘅不斷進化,為大批量交付打好咗工程基礎。
呢種積累唔單止於硬件。核心軟件架構歷經四輪迭代,已經從早期倉儲調度控制發展至支援混合調度與低程式碼二次開發嘅智能化平台;電控、算法、感測設備等核心環節實現全棧自研。隨住能力成熟,軟件硬件介面被標準化並對外開放,讓行業上下游能夠喺同一平台上進行二次開發同場景適應,行業嘅應用邊界由此拓寬。
喺標準層面,海康機器人累計制定及修訂移動機器人各個級別標準 37 多項;2026 年 6 月,佢主導制定嘅《物流機器人資訊系統通用技術規範》國家標準,榮獲浙江省標準創新重大貢獻獎,作為全球物流機器人資訊化領域首個系統性通用標準,填補咗該領域標準空白,規範咗大規模集群調度規劃技術,降低咗移動機器人在規模化部署中嘅重複建設成本,加速咗行業嘅規範化進程。
場景積累:規模化嘅市場根基
截至 2026 年 4 月,海康機器人累計服務客戶超過 2 萬家,落地 1000 多個細分應用場景,覆蓋汽車及配件、3C 電子、光伏、鋰電、商業流通、食品及藥品、煙草、鞋服等多個行業。海量嘅客戶需求形成咗穩定嘅市場基本盤,亦為產品同技術嘅迭代提供咗源源不絕嘅真實反饋。
喺汽車行業,海康機器人喺一汽豐田嘅多個生產基地累計投入超過 2000 台移動機器人,首次實現汽車行業單工廠超過千台部署;喺長安數智工廠,一次性落地 687 台移動機器人,製造效率提升 20%、線體成本降低 20%。喺新能源領域,海康機器人喺鋰電行業落地項目超過 500 個,出貨量超過 1 萬台。喺流通同醫藥領域,屈臣氏、萬邑通、新加坡 YCH 集團、國藥一致等標杆項目,正喺不斷拓寬倉儲物流嘅效率邊界。
憑藉大量落地經驗,海康機器人積累咗豐富嘅場景 Know-how,讓一個場景嘅成熟方案得以複製,透過真實數據反向迭代產品,形成「場景淬煉產品、產品支撐量產」嘅正向閉環。
生態建設:破解行業碎片化難題
面對移動機器人行業極度碎片化嘅需求,生態能力已經成為规模化落地嘅關鍵之一。
海康機器人自 2020 年啟動生態戰略以來,圍繞機器視覺、移動機器人、關節機器人三大業務線,已經匯聚超過 500 家生態合作夥伴,累計培養工程師超過 20 萬人次,構建起覆蓋硬件、軟件、服務、人才嘅多層次生態體系。
喺移動機器人領域,海康機器人聯合合作夥伴完成咗大量碎片化場景嘅交付。喺落地層面,面向小微工廠嘅 EasyAMR 同 3D 物流仿真軟件 PlantMirror 等工具化產品,讓中小企業嘅柔性自動化改造更輕量化、試錯成本更低。喺人才方面,透過工程師認證體系、產業學院共建等路徑,構建起覆蓋人才培養—技術驗證—產業輸送嘅「產教學研用」融合生態。
智造升級:由產線智能化睇行業未來
喺海康機器人佔地 200 多畝嘅桐廬科技園內,移動機器人、機器視覺、關節機器人已經喺產線上實現咗「眼、腳、手」多設備深度協同,由感知、決策到執行一氣呵成:移動機器人完成全廠區自動化周轉同工位配送,關節機器人配合機器視覺完成鎖付、標定等精密作業,AI 視覺算法即時糾錯對位;輪式人形機器人、四足機器人等具身系列產品更加喺上下料、揀選、轉運等環節投入測試,支撐起每年 7.5 萬台移動機器人、500 萬套機器視覺產品同 2 萬套關節機器人嘅龐大產能。

由「機器輔助人」到「機器人造機器人」,智能化已經貫穿咗海康機器人嘅生產全流程,正正係呢種自研產線同充沛產能嘅結合,讓具身智造唔再單止停留喺實驗室,而係以桐廬為驗證平台,將成熟嘅「眼腳手」協同方案快速複製到各個行業,讓更多製造企業受益於呢個技術閉環。
展望未来:规模化之後嘅下一站
由行業規律睇嚟,一項技術由起步到成熟,往往要經歷由驗證到规模化落地嘅跨越。20 萬台落線,係海康機器人嘅一個節點,亦係呢個進程中嘅一個註腳。呢個加速後嘅背後,係移動機器人由標杆工廠走向更廣泛產業場景嘅技術普惠之路。當部署門檻持續降低,當智能技術開始深入製造嘅每一個環節,移動機器人嘅應用邊界仲會進一步拓展。

喺馬來西亞嘅汽車市場,好多客喺揀車嗰陣都會拿 Volvo XC60 PHEV 同 Porsche Macan 做比較。今日我哋由多個方面做個詳細嘅比較,幫你省咗做功課嘅時間。


Volvo XC60 PHEV 喺馬來西亞嘅 OTR 售價係 RM 362,888 - 362,888,總共有 2 個版本,包括 2025 2.0T 89km Ultra(RM 362,888)、Volvo XC60 PHEV 有咩安全配備?(RM 296,610) 等。
Porsche Macan 喺馬來西亞嘅 OTR 售價係 RM 469,000 - 469,000,總共有 4 個版本,包括 2025 55 quattro S line(RM 467,285)、2025 50 quattro Advanced(RM 361,135)、PMT 1874, Lorong IKS BukitTengah 14000 Bukit Mertajam(RM 296,610) 等。
睇番價錢,Volvo XC60 PHEV 嘅起步價確實比 Porsche Macan 平咗 RM 106,112。如果你預算有限,Volvo 嘅入門版已經可以滿足日常需求。但要留意,便宜嘅那幾千蚊,可能喺配備上有取舍,具體睇你嘅需求。

Volvo XC60 PHEV 嘅安全評級係 5★ (Euro NCAP),主動安全系統包括 Premium ADAS。
Porsche Macan 嘅安全評級係 5★ (Euro NCAP),主動安全系統包括 InnoDrive。
兩款車嘅安全評級一樣,喺呢個級數入面安全配備都算給得好齊全。而家嘅新車安全性都不差,唔使太擔心呢一點。

Volvo XC60 PHEV 保養保修 5 年/無限里程,保養間隔 每 10,000km 或 6 個月。
Porsche Macan 保養保修 3 年/100,000km,保養間隔 每 10,000km 或 6 個月。

Volvo XC60 PHEV 同 Porsche Macan 都係馬來西亞市場嘅主流選擇,適合家庭用途、日常上落。如果你更睇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。最後都係建議兩款都去試駕,親身體驗先係最重要嘅。

總括嚟講,Volvo XC60 PHEV 同 Porsche Macan 都係馬來西亞市場幾唔錯嘅車型。揀邊一輛,關鍵都係睇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 May, China's automotive market overall presented a gentle recovery trend, with domestic brands still being the sales backbone of the market. Recently, BYD, Geely, Chery, Changan, and Great Wall, the top 5 domestic automakers, successively released their monthly performance reports. From the data, these five companies show a general characteristic of "stable total growth, divergence between domestic and international markets, and accelerated new energy penetration". Overseas exports and new energy vehicles have become the most core growth engines; export business has evolved from a "bonus item" to the "core foundation" for some companies. BYD's "dominant leader" status is further consolidated, Chery achieved high growth via exports, Geely's new energy penetration rate broke 56%, Changan focused steadily on balanced development, while Great Wall appeared slightly under pressure during structural transformation.
BYD: Export Hits New High Becomes Biggest HighlightIn May, BYD stood firmly at the top of domestic brands with a monthly sales volume of 383,500 vehicles, maintaining positive growth both year-on-year and month-over-month under a large base. Its two main brands, Dynasty and Ocean, sold a combined 330,200 vehicles, contributing 86.1% of total sales; Fangchengbao's monthly sales broke 30,000 units to reach 30,200, a year-on-year increase of 139.7%, setting a new high for the year; Denza sold 16,300 vehicles, and Yangwang delivered 286 vehicles. From a model perspective, BYD had eight models in May with monthly sales exceeding 20,000 vehicles. The Song Family and Yuan Family both broke 50,000 units, selling 51,370 and 56,691 vehicles respectively. The Sea Lion Family followed closely with 42,615 vehicles, and Seagull sales were also close to 40,000 vehicles.

BYD's biggest highlight in May was exports. Overseas new energy vehicle sales reached 160,600 units, an 80.4% year-on-year increase, accounting for about 42%. The sharp expansion of export scale effectively countered the phased weakness in domestic demand. Cumulative exports from January to May exceeded 620,000 vehicles. High export growth mainly benefited from continued ramping up of overseas factory capacity, improved ocean shipping capacity, and accelerated channel network expansion. In the domestic market, BYD promoted Megawatt Super Charging and intelligent strategies simultaneously—Megawatt charging achieved about 90% charge in 9 minutes; 20,000 super charging stations are planned to be built by 2026; all series models are available with Sky Eye B intelligent driving solutions and city navigation safety fallback plans, accelerating the popularization of high-level intelligent driving. As Gen 2 Blade Battery capacity gradually releases, the company's orders are expected to continue rising.
Chery: Sales Growth Leads the Top 5Chery Group's total sales volume in May was 247,800 vehicles, a significant year-on-year increase of 20.5%, ranking first in growth speed among the top 5. Exports remained its most core growth engine—May exports reached 181,900 vehicles, an 80.5% year-on-year increase, accounting for 73.4% of total sales that month, continuously breaking the single-month export record for Chinese brands for three months. In terms of new energy, Chery New Energy sold 100,300 vehicles, a 58.8% year-on-year increase. April and May consecutively saw monthly new energy sales breaking 100,000 vehicles.

The strong performance in exports benefited from Chery's long-term deep cultivation of overseas channel advantages and localized operation capabilities. While overseas orders continued to rise, high export growth formed a sharp contrast with domestic sales—Chery's domestic sales in May were only 60,000 vehicles, accounting for one-quarter of total sales. From cumulative data, Chery Group accumulated 1.101 million sales from January to May, but against the annual goal of 3.2 million vehicles, monthly averages need to reach about 420,000 vehicles later, and pressure remains significant.
Geely: New Energy Penetration Rate Breaks 56%Geely Auto's total sales volume in May was 237,600 vehicles, a 1% year-on-year increase, achieving month-over-month double growth for three consecutive months. In terms of structure, Geely's "New Four Transformations" transformation showed significant results: new energy vehicle sales reached 133,400 units, accounting for 56% of total sales, with new energy share exceeding 50% for four consecutive months.

From sub-brands, performance was significantly divergent. Zeekr brand sales in May reached 34,400 vehicles, a 82% year-on-year increase; Zeekr 9 Series and 8 Series models combined sales approached 50% of total sales, showing bright performance in the high-end market; Galaxy brand sales were 81,700 vehicles; Geely brand sales were 182,500 vehicles, among which China Star Series sales reached 100,800 vehicles; Lynk & Co brand sales were 20,700 vehicles, with new energy vehicle sales share rising to 71%.
In terms of exports, Geely's overseas vehicle exports in May reached 85,100 vehicles, a explosive 184% year-on-year increase, setting a brand single-month export record high. Among exported products, new energy vehicles reached 40,800 units, accounting for nearly half; hybrid and pure electric products have successively landed in Southeast Asia, Middle East, Latin America, and other markets, highlighting the results of global strategy implementation.
Changan: Multi-brand Matrix Balanced EffortChangan Auto's delivery volume in May was 209,100 vehicles, among which new energy deliveries were 92,400 vehicles, a 5.8% year-on-year increase, with new energy share about 44%. In terms of exports, overseas deliveries reached 70,700 vehicles, a 38% year-on-year increase, becoming another major growth highlight for Changan in May.
In the sub-brand matrix, Changan Qiyuan delivered 34,500 vehicles in May; All-New Q05 delivered 15,800 units, with orders breaking 3,000 units within three days of listing in Thailand; Deepal sales in May were 33,200 vehicles, a 30% year-on-year increase; January to May overseas cumulative sales were 28,700 vehicles, a significant 167% year-on-year increase; Avatr delivered 7,336 vehicles in May; Changan Auto (Gravity) delivered nearly 49,000 vehicles in May.

Changan Auto's balanced layout was fully reflected in May: the fuel car base remained stable, new energy brands Deepal and Qiyuan accelerated volume growth, high-end brand Avatr continued to break through in technical cooperation, and overseas markets simultaneously achieved breakthrough growth. The pattern of five brands working together, driven by both new energy and exports, is initially taking shape.
Great Wall: Overseas Sales Growth Year-on-Year 46.75%Great Wall Motor's sales in May were 100,400 vehicles, slightly down compared to last May's 102,200 vehicles, making it the only company among the top 5 to show a year-on-year negative growth. From sub-brands, Haval brand sales in May were 55,500 vehicles, remaining Great Wall's most important sales pillar; Tank brand sales were 17,100 vehicles; both Haval and Tank brand sales showed year-on-year declines; Wey brand sold 8,119 vehicles, a 31.78% year-on-year increase, achieving growth against the trend; Ora brand performance was most stunning, with sales of 6,018 vehicles, a significant 206.88% year-on-year increase. In terms of new energy, Great Wall sold 30,400 new energy vehicles in May, with new energy vehicle transformation gradually accelerating.

The overseas market became Great Wall's biggest highlight in May, with overseas sales growing 46.75% year-on-year. Against the background of pressure on the domestic market, strong growth in overseas business effectively made up for the decline in the domestic market. Great Wall Motor's current core contradiction lies in: Haval and Tank, the two traditional main-selling brands, face weak growth, while Wey and Ora brands, although growing notably, have relatively small volume and are not yet enough to support overall growth. How to complete the "relay" between old and new brands is the key issue Great Wall must solve subsequently.
Final ThoughtsFrom May data, the growth pattern of the top 5 domestic brands has clearly diverged, but there are three common trends worth noting: First, exports have become a key engine for domestic brands to seek stability and growth. Second, new energy transformation is still accelerating, but paths differ among enterprises. Third, technological innovation continues to deepen brand moats. Looking ahead to the second half of the year, competition in the automotive industry will continue to upgrade around these three trends. Although everyone has a common direction, these three trends are all competing for the entire enterprise's industrial chain strength, and the strong will remain strong, which has almost become an inevitable outcome.
