BYD officially released the May 2026 production and sales flash report, with new energy vehicles from all brands reaching a monthly sales volume of 383,453 vehicles, a slight increase of 0.26% year-on-year, achieving year-on-year positive growth in monthly sales after ten months; among them, passenger car deliveries reached 376,990 units, surging 19.4% month-on-month, wiping out the pain of previous model iterations, presenting a new pattern where the domestic base is stable, overseas sales are soaring, and high-end brands are scaling up across the board. Amidst the market environment of intensified competition in the domestic new energy sector, Tesla FSD entering China, and an intense launch of independent new products, it has forged a unique structural growth path.

The Dynasty and Ocean main brands combined sold 330,215 vehicles in May, accounting for over 80% of the group's total sales, remaining the stabilizer for BYD's sales volume. The full series had 8 models exceeding 20,000 units in monthly sales, covering products from 50,000 entry-level commuter to 200,000 home SUV.

Inside the Dynasty Network, the Yuan family sold 56,691 units, and the Song family 51,370 units. Both crossed the 50,000 threshold, becoming two major sales pillars for the brand, catering to home commuter and urban-rural travel needs; the Qin family followed closely with a stable performance of 28,360 units. The Han and Tang series maintained a volume in the six-thousand range, deeply cultivating the mid-to-large home sedan and SUV niche markets; the brand new model Xia is in the market cultivation phase, delivering 1,810 units monthly, with potential for steady volume growth as channels expand.

The Ocean Network's growth momentum is even more rapid, with 5 models entering the 20,000 club across the series: Sealion 42,615 units, Seal 34,117 units, Seagull 39,919 units, Dolphin 22,260 units, and Song PLUS 27,755 units. Among them, Seagull remains the best-selling entry-level commuter model thanks to its affordable pricing of 60,000-80,000. Sealion, as a new volume model, stands firm at the 40,000 level upon launch, filling the mid-size SUV product gap in the Ocean Network and perfecting the Ocean product tier layout. From commuter small cars to compact SUVs, the two main brands rely on DM-i hybrid and pure electric dual-line technologies to牢牢锁住 the mainstream home market share within 150,000 domestically.

The high-end matrix of Denza, Fang Cheng Bao, and Yangwang sold a combined 46,489 vehicles in May, officially breaking away from the niche positioning to become a new pivot for BYD's brand premium and profit growth, breaking the industry curse of difficulty in high-end breakthrough for domestic brands.

The off-road brand Fang Cheng Bao sold 30,186 units monthly, surging 139.7% year-on-year, creating a new high in monthly sales since the brand launched. Its Titanium 7 model sold 18,280 units monthly, while Leopard 5 and Leopard 8 output remained stable, continuously squeezing the survival space for joint venture and imported models in the 250,000-400,000 hardcore off-road niche market.

Denza delivered 16,303 units in May, with the MPV benchmark D9 selling 6,721 units, and the Z9 series close to 6,000 units. MPV and mid-to-large sedan dual-line efforts helped them stand firm in the luxury new energy track; the million-level ultra-luxury brand Yangwang continued its steady climb, delivering 286 units that month, a year-on-year increase of 105.8%, completing market verification of the domestic brand ceiling product and forming a full price range product layout from 100,000+ home, 300,000-400,000 off-road, 500,000 luxury MPV to million-level flagship.

In May, BYD's overseas sales of passenger cars and pickup trucks reached 160,177 units, surging 80.7% year-on-year. Exports accounted for over 42% of the full series total sales, setting a new historical high for brand export and becoming the core driving force to stabilize May overall sales and achieve year-on-year positive growth.

Southeast Asia, Europe, and Latin America became the main incremental markets. Seagull, Song PLUS, and Yuan series continued to top new energy best-seller lists in multiple countries; the SHARK pickup truck exceeded 4,000 units in monthly exports for two consecutive months. Relying on the completion of localization production in Thailand, Brazil, Hungary, and Uzbekistan with four overseas vehicle factories, localized production continues to land, avoiding tariffs while rapidly penetrating terminal channels. Against the background of stock market competition in the domestic auto industry and normalized price wars, the rapidly expanding overseas market effectively counteracts sales volatility brought by domestic model iterations, officially upgrading from a supplementary market to BYD's core growth engine. As of now, BYD's global cumulative new energy vehicle sales have exceeded 16.5 million units, with the globalization map continuously broadening.

May marked a key node in BYD's intelligent driving landing, with the God's Eye intelligent driving system becoming a core bonus point for models: the number of vehicles with advanced intelligent driving across all brands exceeded 3.15 million, with daily road test data exceeding 200 million kilometers; that month, BYD implemented City Pilot and Smart Parking dual safety backup services, becoming the world's first auto manufacturer to achieve dual intelligent driving backups. Three days after policy implementation, the activation rate of models equipped with the God's Eye system in cities surged 50%. Intelligent driving experience upgrades directly drove in-store order conversion, solidifying product competitiveness for subsequent models to continue volume sales, and facing the intelligent driving market shock brought by FSD entering China.

From data details, BYD's cumulative sales from January to May 2026 were 1,405,039 units, down 20.32% year-on-year. The core reason is that the full series of main models were concentratedly iterated, and the capacity ramp-up of the 2nd Gen Fast Charge Blade Battery was restricted. The new Flash Charge Battery upgraded fast charging and low-temperature performance. Full series iteration models prioritized installing new batteries, but production line retrofitting dragged down capacity release. Order backlogs on popular models and delayed deliveries compressed the May delivery volume to a certain extent.

As the end of the second quarter approaches and the 2nd Gen Blade Battery capacity continues to release, coupled with new models such as Denza N8L, Fang Cheng Bao Titanium 7 Pure Electric Version, Sealion 05, and Xia L landing the market, the industry generally predicts that BYD's full brand sales in June are expected to exceed 400,000 vehicles. Relying on the four-dimension development logic of low-end volume locking share, high-end raising profit, overseas pushing volume, and intelligence improving product power, amidst the intensified new energy elimination round in the domestic market, BYD's full category layout advantage continues to amplify, securing its status as the domestic new energy leader, accelerating steadily towards global top auto manufacturers.

A couple asked via the backend, with a budget of around 100,000, planning to buy a somewhat reliable pure electric SUV. After looking at the Changan Qiyuan New Q05 and Leapmotor A10, they both seemed good, but which car is actually worth buying? In my opinion, there is still a huge difference between these two SUVs, and their attributes and characteristics are completely different, making the choice not hard. So today, let's compare these two SUVs and see how to choose?

Specifically, we compare the Changan Qiyuan New Q05 2026 Model 506 Max+ at a benefit price of 95,900, and the Leapmotor A10 2026 Model 505 LiDAR Version at a guide price of 86,800. Both are their respective best-selling configurations, representing versions chosen by most users, with a relatively small price difference.

(Changan Qiyuan New Q05)

Currently, both SUVs are best-selling products, even exported overseas. The Changan Qiyuan New Q05 launched in Thailand in May, and will enter Uzbekistan, Central and South America, Europe, etc. within the next few months. Without unexpected issues, it will be seen globally in the future. The Leapmotor A10 will also enter the European market in the future. Both cars are sold globally, and products that can become global cars need to meet testing standards of various countries, so quality is usually trustworthy.

(Leapmotor A10)

The reason couples choose SUVs for travel, I believe it's more about caring about the comfort experience, so space is very important. The Changan Qiyuan New Q05 as a compact SUV, length/width/height 4435*1855*1600mm, wheelbase 2735mm, while the Leapmotor A10 as a subcompact SUV, length/width/height 4270*1810*1635mm, wheelbase 2605mm. Body size is one class smaller, actual seating space also has a gap. We will discuss specific details later.

(Changan Qiyuan New Q05)

The Changan Qiyuan New Q05 front seats are equipped with power adjustment, ventilation, heating, and massage. The front passenger seat is a Queen's Seat with a leg rest, which can recline with one button, perfect for couples traveling comfortably. When tired of riding, you can lie down, turn on the massage for a SPA relaxation. The car interior has 80% quality soft-touch material texture which is better. The combination of automatic air conditioning and PM2.5 filtration allows you to adjust the suitable temperature effortlessly while lying in the car.

(Leapmotor A10)

Although the Leapmotor A10 is the top trim, only the driver's seat supports power adjustment. While the front row has heating functions, inevitably one of the couple traveling won't enjoy the good treatment. Plus it uses manual air conditioning, requiring manual operation for seat, temperature, and airflow; "lazy" patients would probably feel very uncomfortable. Additionally, the Leapmotor A10 interior is mostly hard plastic, with a soft-touch coverage area of 2.63㎡, which is slightly smaller.

(New Q05)

(New Q05)

Moving to the rear seat, an adult 175cm tall in the Changan Qiyuan New Q05 has remaining space of 1 fist at the head and 2 fists at the legs. Crossing legs is also no problem. Meanwhile, it also has air conditioning vents in the rear row, and the backrest angle can be adjusted according to height and sitting posture. So, taking friends or family out on weekends puts no pressure.

(Leapmotor A10)

(Leapmotor A10)

Adults of the same height entering the rear of the Leapmotor A10 have remaining space of 1 fist at the head and 1 fist 3 fingers at the legs. The disadvantage in wheelbase indeed brings a shortcoming in longitudinal space. Furthermore, the rear of this small car has no air conditioning vents, and the backrest angle cannot be adjusted. If it's hot in summer, it's very uncomfortable, and long rides can easily cause fatigue.

Young people buying cars nowadays focus on intelligent technology. From the cockpit perspective, both SUVs perform very well with rich functions and smooth operation. However, if you are an Apple user and like using phone connectivity, the Changan Qiyuan New Q05's extra CarLink, CarPlay, and Honor Car Connectivity might satisfy you more. Additionally, the Changan Qiyuan New Q05 also adds tire pressure monitoring and 50W mobile phone wireless charging, which can also satisfy many new drivers or friends worried about phone battery anxiety.

Although the Leapmotor A10's cockpit configuration and functions are relatively inferior, in terms of driving assistance, it features extra LiDAR and supports Navigation Pilot Assist. Having cutting-edge technology for a few tens of thousands is indeed good. However, if the budget is sufficient, the Changan Qiyuan New Q05 also provides a LiDAR version and possesses Navigation Pilot Assist functionality.

(Changan Qiyuan New Q05)

Next, let's look at the core three-electric systems. The Changan Qiyuan New Q05 is quite impressive, using premium CATL battery cells across the range. It applies the 'Golden Bell Shield' battery technology. High-spec versions use liquid cooling, while low-spec use direct cooling, all with good heat dissipation performance. There is also a chassis underguard to protect the battery. With a full charge, the range is 506km. Driving 50km daily means charging roughly once every 10 days. Weekends allow for long-distance self-driving or camping, with no problem for cross-city round trips.

(Leapmotor A10)

The Leapmotor A10 uses second-tier brand cells, either Gotion High-tech or Jiangsu Zhengli mixed assembly, depending on your luck which manufacturer you get. However, high-spec versions use liquid cooling, while low-spec use only air cooling, with heat dissipation effects inferior to direct and liquid cooling. Additionally, the Leapmotor A10 range has no chassis underguard, missing a layer of protection. If driving on city paved roads, there's no problem, but when going outdoors, be careful not to easily scrape the chassis. With a full charge, its range is 505km, comparable in strength to the Changan Qiyuan New Q05. However, the Leapmotor A10 403 version drops to air cooling, while the Changan Qiyuan New Q05 uses direct cooling, offering better thermal management effects.

There is a difference in power output. The Changan Qiyuan New Q05, being physically larger, uses a 120kW motor with a 0-100 km/h acceleration of 8.9 seconds. The Leapmotor A10, being inherently a commuter car, uses only a 90kW motor with a 0-100 km/h acceleration of 10.6 seconds. The driving difference is significant. Starting might not be obvious, but when overtaking on a two-lane road, the Leapmotor A10 has slower power feedback and requires a longer distance to overtake.

Summary:

Overall, although the Changan Qiyuan New Q05 is slightly higher in price, its space, configuration, and power performance are significantly better, and it uses a top-tier battery brand. The Leapmotor A10 offers high-level Navigation Pilot Assist, having an advantage in this aspect. However, as the top trim, it still uses manual air conditioning, and the rear row has no vents; these details are indeed unacceptable. Overall, I think the Changan Qiyuan New Q05 is still more worth considering. What do you think?

May 28, 2026, Shanghai North Bund World Living Room.

Under the global broadcast cameras of Dragon TV, an unprecedented vehicle delivery ceremony is taking place. Here, there is no traditional press conference podium, leader speeches, PPT presentations, nor deliberately emotional performances.

Instead, there is a "global relay delivery" spanning the Eurasian continent and connecting multiple time zones. The Shanghai main venue connects with multiple domestic cities and overseas delivery points including London, UK; Jakarta, Indonesia; Singapore, etc. 15 brands under SAIC and 18 models are handed over to users baton by baton.

From Roewe to MG, from IM Motors to Shangjie, from Volkswagen and Audi to Buick and Cadillac, from Wuling to Maxus, SUNWIN, Hongyan, Yuejin, and Iveco — passenger cars and commercial vehicles share the stage, domestic and joint ventures stand shoulder to shoulder, and domestic and overseas launch together.

This is not a press conference in the traditional sense. SAIC defines it as a thorough "ritual innovation", a "mobile history open class" with users as the protagonists. It has created a narrative method never before seen in Chinese car brands.

The "Grand Reunion" only SAIC Motor Group can achieve: System Competitiveness

Why can only SAIC Motor Group achieve a ceremony like this?

Let's first look at what "family assets" this global relay mobilized. 15 brands under SAIC Motor Group appeared in full: the independent camp includes Roewe, MG, IM Motors, Shangjie, Wuling, Maxus, etc.; the joint venture camp includes Volkswagen, Audi, Buick, Cadillac, etc.; the commercial vehicle camp includes SUNWIN, Hongyan, Yuejin, Iveco, etc.

This is the most complete "family portrait" of China's automotive industry; no other car company can present the same full brand lineup.

More rare is the breadth of product coverage. From A0-class commuter cars to 500,000-level luxury flagships, from family travel to urban logistics and infrastructure transport. Whether it is Gen Z, multi-child families, urban wealth creators, or infrastructure builders, every user can find the car that belongs to them.

Passenger cars and commercial vehicles appearing together is itself the most vivid footnote to SAIC Motor Group's strategy of "promoting passenger and commercial vehicles together".

Furthermore, the spatial span of this delivery is an unprecedented test for Chinese car brands.

Multiple domestic cities and overseas locations operate simultaneously, spanning the Eurasian continent and crossing multiple time zones. Behind this is a set of mature global operating systems.

41 self-owned Ro-ro ship fleet, routes covering Europe, Mexico, Persian Gulf, Australia & New Zealand, etc.; 3 overseas R&D innovation centers, 4 overseas production and manufacturing centers, more than 3,000 dealership networks, more than 100 overseas parts production bases.

All of this constitutes the "family portrait" capability only SAIC Motor Group possesses.

From comprehensively transforming into new energy in 2014 to welcoming the 100 million vehicle milestone in 2026, a twelve-year zodiac cycle completes. SAIC Motor Group has completed a historic leap from "leading the pack" to "thousands of horses galloping".

Users Take Center Stage: Let Trust Become the Protagonist

The essence of ritual innovation is to invite users from the audience seats to the center of the stage; the protagonist of the delivery ceremony is not the car, but the people.

Most special is the 100 millionth user — Momenta CEO Cao Xudong. A partner turning into a car owner is the most vivid footnote of SAIC's open ecosystem. Cao Xudong announced at the scene that Momenta Level 3 autonomous driving capabilities will be launched first by SAIC.

There are also brand connections across generations.

London Intern Doctor Natalia inherited her grandfather's MG MGB. Two generations, the same brand. From grandfather's classic sports car to granddaughter's fully electric hatchback, MG has completed a half-century legacy in the UK market.

And in Shanghai, an old Roewe 750 owner passed his brand trust to his son-in-law — when Lu Xiaolei took the keys to the Roewe M7 Black Horse Edition, the "Ten-Year Trust Agreement" turned a new page.

Some stories show a deeper connection between cars and people.

Pang Fuqiang, a post-80s village party secretary in Lantian, Shaanxi, delivers meals to 74 left-behind elderly people every day with a tricycle. When he took the keys to the Wuling Rongguang EV Version, "Wuling builds whatever the people need" was no longer just a slogan.

In Dahua, Guangxi, charity blogger Liu Jia has cut hair for left-behind children in the mountains for five consecutive years. His car once broke down on a bumpy mountain road, and Buick extended help immediately. The Zhijing E7 he finally chose is a "perfect cockpit born for guardians".

Of course, the base color of 100 million vehicles comes from more than just individual users. DHL, Jiading Public Transport, DiShangTie, Henan Zhonglian Travel... Behind every commercial vehicle delivery is the story of an enterprise, a team, and an industrial chain striving.

No star endorsements, no influencer sales. Every car owner is the storyteller of their own life. This "decentralized" user narrative lets trust flow naturally and lets brands stop talking to themselves.

Creating a New Paradigm for Chinese Car Brand Narrative

The significance of this ritual innovation extends far beyond a delivery ceremony. It provides a completely new narrative sample for Chinese car brands.

Traditional press conferences are "informing" — the enterprise stands on stage and tells consumers "how good I am". SAIC's ceremony is "resonating" — the brand steps behind the scenes, letting users speak for the brand.

Dragon TV global broadcast, simultaneous delivery in multiple countries and places, user stories of different cultures and languages weaving together in the same space-time, forming a powerful emotional合力.

This is the first time a Chinese car brand has created a truly "global synchronous event". SAIC Motor Group lets users from all over the world speak their own language and tell their own stories with SAIC.

More importantly, SAIC Motor Group turned a corporate milestone into the industry's public memory. 100 million vehicles is not just SAIC Motor Group's sales number, but also the historical footnote of China's automotive industry going from nothing to something, from weak to strong.

From workers using hammers to knock out the first Phoenix Brand sedan in an alley in 1958, to delivering 100 million vehicles on the global stage in 2026 — this journey spanning nearly seventy years makes every delivery moment worth remembering.

This ceremony provides the industry with a completely new narrative sample: the best brand narrative is not what the enterprise says, but what the user feels.

Conclusion

Looking back at this delivery ceremony.

Without leader speeches, people remembered every real face. Without the brainwashing of product parameters, brand concepts went deep into the hearts of the people. Without deliberately emotional performances, the number 100 million gained warmth.

It lets people see SAIC Motor Group's unique system strength, see the true meaning of "Knows cars, understands you better", and also sees a new brand narrative possibility — the best stories are never told by the enterprise itself.

100 million vehicles is a milestone for SAIC Motor Group in making cars.

But harder than making 100 million cars is letting 100 million users become part of the brand story.

And SAIC Motor Group, succeeded.

Folks, today let's talk about big news on going global—not selling cars, but selling "drivers". On June 2, WeRide and Uber jointly announced a plan: to launch the country's first commercial Robotaxi pilot service in Madrid, Spain. In other words: Spanish residents will soon be able to hail a driverless taxi via Uber. This is the first time WeRide and Uber are partnering to enter the European market. Madrid also becomes the 12th city globally where WeRide's Robotaxi arrives.

According to official news, with the support of the Madrid regional government, this service will officially launch within this year. At that time, friends in Madrid can open the Uber App and call WeRide's Robotaxi with one click. It's just like calling an ordinary ride-hailing service, the difference is the arriving car has no driver—at least initially, there is still a difference. In the initial operation phase, a professionally trained safety monitor will be on board, as it's just launched, safety comes first.

This company, WeRide, you might have heard of it, or you might not. A brief introduction: Established in 2017, it has been dedicated to Robotaxi technology R&D and commercialization. Currently, its Robotaxis cover Guangzhou, Beijing, Singapore, Abu Dhabi, Dubai, Riyadh, Zurich... plus Madrid now, totaling 12 cities. Spain is also the 5th European market WeRide has entered—previously entered Switzerland, France, Belgium, Slovakia. According to the plan agreed by WeRide and Uber in May 2025, they plan to deploy Robotaxi services in 15 new international cities within five years, deploying tens of thousands of Robotaxis globally. With the Madrid launch, the deployment in 4 cities has been completed, and 11 more will be covered successively before 2030.

To be honest, it's not the first time Chinese autonomous driving companies are going global, but the combination of Chinese technology + global mobility platform + European market is quite interesting. Madrid is one of the European Robotaxi markets with the most commercial potential, with a large population, high travel demand, and friendly local policies. Being able to take root in this market is a significant milestone for WeRide. For Uber, introducing Robotaxis is also a way to reduce costs—after all, drivers don't need salaries. For Madrid residents, hailing a taxi might be cheaper in the future.

On June 12, the BJ30 Traveler rolled off the 150,000-unit production line and the Highlight Edition launch event was successfully held at the Beiqi Zhuzhou Super Factory. With its long-term stable market performance, the BJ30 Traveler has become the fastest model in China's light off-road SUV sector to achieve 150,000 units in sales, confirming widespread market and user recognition. This event not only reached a sales milestone for the model but also launched the all-new BJ30 Traveler Highlight Edition, and partnered with CCTV to complete the first-ever full-network teardown of a 150,000 km actual vehicle, intuitively showcasing the model's durability after long-term use and the manufacturing craftsmanship strength of Beiqi Intelligent Manufacturing.

Relying on over 60 years of off-road technology accumulation from Beiqi Off-road, the BJ30 Traveler secures its position in the 100,000 yuan class light off-road SUV market with balanced product power featuring extreme off-road capability, spaciousness, and fuel economy. Regarding powertrain, this vehicle is equipped with the industry-leading three-power, four-wheel-drive, six-mode HEV hybrid architecture, also the first HEV hybrid model in the domestic boxy SUV category. The three-power powertrain system, composed of a high thermal efficiency hybrid engine and front and rear dual motors, can adapt to different driving conditions. Paired with millisecond-response intelligent four-wheel drive, electronic central locking, four-wheel electronic limited slip, and ATS all-terrain control system, it can calmly handle urban commuting, highway cruising, sand, mud, and various other road conditions, balancing power smoothness and off-road recovery capability.

Space practicality is one of the BJ30 Traveler's core advantages. The model adopts a three-row seven-seat layout, utilizing a 2820mm wheelbase and ultra-high cabin space utilization rate to create spacious seating, where the third row can normally accommodate adults. The cabin is equipped with 38 storage spaces, offering thoughtful and practical detailed storage. The trunk maximum expansion volume is considerable. After the rear seats are folded flat, it forms nearly 1.92 meters of flat space, meeting family daily travel, outdoor camping, long-distance touring, and other diverse driving scenarios, balancing daily commuting and light off-road travel needs.

In terms of fuel economy, the BJ30 Traveler's performance has been verified by real-world tests in multiple global regions. In complex road condition tests in South Africa, Indonesia, UAE, Poland, Mexico, and other locations, the vehicle's fuel consumption per 100km remained stable within 5L, and the full-tank range performance was excellent. Unlike pure electric models, this HEV hybrid system requires no external charging; refueling allows travel, avoiding complicated charging processes, range anxiety, and other issues. Daily maintenance costs are moderate, adapting to the driving needs of the vast majority of family users.

This newly launched BJ30 Traveler Highlight Edition completes upgrades in appearance, performance, and experience dimensions based on the current model. The exterior continues the classic boxy rugged styling, equipped with exclusive through-lights, electric-inspired trendy styling kits, and custom wheels, full of sports atmosphere. The interior adds exclusive colors and metal texture trim panels, further improving cabin texture. In terms of performance, the new car upgrades a long-life dedicated battery and high-power rear axle motor, equipped with variable geometry turbocharging technology, optimizing power response speed, transmission efficiency, and power supply stability. At the same time, it completes features such as seat ventilation and heating, steering wheel heating, auto wipers with window closing, ambient lighting, and high-quality sound systems, balancing city commuting comfort and outdoor travel practicality.

The biggest highlight of this press conference was the first-ever online 150,000 km high-mileage actual vehicle teardown live broadcast. After ten years of real-world home usage mileage, this BJ30 Traveler's overall condition remained good. The engine had no obvious carbon buildup, the transmission had no leakage or wear, the battery pack had no swelling, degradation, or leakage issues, the chassis suspension had no rust or oil seepage, and the overall car condition was close to new car standards. At the same time, CCTV cameras went deep into the Beiqi Zhuzhou Super Factory, showcasing fully automated welding, high-precision stamping, environmental-friendly spraying, and other intelligent production processes. Refined manufacturing processes and a strict quality control system secured the whole vehicle's rigidity, durability, and safety from the source.

Overall, relying on its mature and reliable hybrid architecture, flexible and versatile large space, and economic fuel consumption performance, the BJ30 Traveler becomes the balanced choice for the 100,000 yuan class light off-road SUV market. The Highlight Edition's advanced upgrade further completes product details, giving the model stronger comprehensive product power in the two major scenarios of city home use and light off-road travel, providing high-adaptability travel choices for young family users.

BYD officially released the May 2026 production and sales flash report, with new energy vehicles from all brands reaching a monthly sales volume of 383,453 vehicles, a slight increase of 0.26% year-on-year, achieving year-on-year positive growth in monthly sales after ten months; among them, passenger car deliveries reached 376,990 units, surging 19.4% month-on-month, wiping out the pain of previous model iterations, presenting a new pattern where the domestic base is stable, overseas sales are soaring, and high-end brands are scaling up across the board. Amidst the market environment of intensified competition in the domestic new energy sector, Tesla FSD entering China, and an intense launch of independent new products, it has forged a unique structural growth path.

The Dynasty and Ocean main brands combined sold 330,215 vehicles in May, accounting for over 80% of the group's total sales, remaining the stabilizer for BYD's sales volume. The full series had 8 models exceeding 20,000 units in monthly sales, covering products from 50,000 entry-level commuter to 200,000 home SUV.

Inside the Dynasty Network, the Yuan family sold 56,691 units, and the Song family 51,370 units. Both crossed the 50,000 threshold, becoming two major sales pillars for the brand, catering to home commuter and urban-rural travel needs; the Qin family followed closely with a stable performance of 28,360 units. The Han and Tang series maintained a volume in the six-thousand range, deeply cultivating the mid-to-large home sedan and SUV niche markets; the brand new model Xia is in the market cultivation phase, delivering 1,810 units monthly, with potential for steady volume growth as channels expand.

The Ocean Network's growth momentum is even more rapid, with 5 models entering the 20,000 club across the series: Sealion 42,615 units, Seal 34,117 units, Seagull 39,919 units, Dolphin 22,260 units, and Song PLUS 27,755 units. Among them, Seagull remains the best-selling entry-level commuter model thanks to its affordable pricing of 60,000-80,000. Sealion, as a new volume model, stands firm at the 40,000 level upon launch, filling the mid-size SUV product gap in the Ocean Network and perfecting the Ocean product tier layout. From commuter small cars to compact SUVs, the two main brands rely on DM-i hybrid and pure electric dual-line technologies to牢牢锁住 the mainstream home market share within 150,000 domestically.

The high-end matrix of Denza, Fang Cheng Bao, and Yangwang sold a combined 46,489 vehicles in May, officially breaking away from the niche positioning to become a new pivot for BYD's brand premium and profit growth, breaking the industry curse of difficulty in high-end breakthrough for domestic brands.

The off-road brand Fang Cheng Bao sold 30,186 units monthly, surging 139.7% year-on-year, creating a new high in monthly sales since the brand launched. Its Titanium 7 model sold 18,280 units monthly, while Leopard 5 and Leopard 8 output remained stable, continuously squeezing the survival space for joint venture and imported models in the 250,000-400,000 hardcore off-road niche market.

Denza delivered 16,303 units in May, with the MPV benchmark D9 selling 6,721 units, and the Z9 series close to 6,000 units. MPV and mid-to-large sedan dual-line efforts helped them stand firm in the luxury new energy track; the million-level ultra-luxury brand Yangwang continued its steady climb, delivering 286 units that month, a year-on-year increase of 105.8%, completing market verification of the domestic brand ceiling product and forming a full price range product layout from 100,000+ home, 300,000-400,000 off-road, 500,000 luxury MPV to million-level flagship.

In May, BYD's overseas sales of passenger cars and pickup trucks reached 160,177 units, surging 80.7% year-on-year. Exports accounted for over 42% of the full series total sales, setting a new historical high for brand export and becoming the core driving force to stabilize May overall sales and achieve year-on-year positive growth.

Southeast Asia, Europe, and Latin America became the main incremental markets. Seagull, Song PLUS, and Yuan series continued to top new energy best-seller lists in multiple countries; the SHARK pickup truck exceeded 4,000 units in monthly exports for two consecutive months. Relying on the completion of localization production in Thailand, Brazil, Hungary, and Uzbekistan with four overseas vehicle factories, localized production continues to land, avoiding tariffs while rapidly penetrating terminal channels. Against the background of stock market competition in the domestic auto industry and normalized price wars, the rapidly expanding overseas market effectively counteracts sales volatility brought by domestic model iterations, officially upgrading from a supplementary market to BYD's core growth engine. As of now, BYD's global cumulative new energy vehicle sales have exceeded 16.5 million units, with the globalization map continuously broadening.

May marked a key node in BYD's intelligent driving landing, with the God's Eye intelligent driving system becoming a core bonus point for models: the number of vehicles with advanced intelligent driving across all brands exceeded 3.15 million, with daily road test data exceeding 200 million kilometers; that month, BYD implemented City Pilot and Smart Parking dual safety backup services, becoming the world's first auto manufacturer to achieve dual intelligent driving backups. Three days after policy implementation, the activation rate of models equipped with the God's Eye system in cities surged 50%. Intelligent driving experience upgrades directly drove in-store order conversion, solidifying product competitiveness for subsequent models to continue volume sales, and facing the intelligent driving market shock brought by FSD entering China.

From data details, BYD's cumulative sales from January to May 2026 were 1,405,039 units, down 20.32% year-on-year. The core reason is that the full series of main models were concentratedly iterated, and the capacity ramp-up of the 2nd Gen Fast Charge Blade Battery was restricted. The new Flash Charge Battery upgraded fast charging and low-temperature performance. Full series iteration models prioritized installing new batteries, but production line retrofitting dragged down capacity release. Order backlogs on popular models and delayed deliveries compressed the May delivery volume to a certain extent.

As the end of the second quarter approaches and the 2nd Gen Blade Battery capacity continues to release, coupled with new models such as Denza N8L, Fang Cheng Bao Titanium 7 Pure Electric Version, Sealion 05, and Xia L landing the market, the industry generally predicts that BYD's full brand sales in June are expected to exceed 400,000 vehicles. Relying on the four-dimension development logic of low-end volume locking share, high-end raising profit, overseas pushing volume, and intelligence improving product power, amidst the intensified new energy elimination round in the domestic market, BYD's full category layout advantage continues to amplify, securing its status as the domestic new energy leader, accelerating steadily towards global top auto manufacturers.

With the May auto market sales figures released, some celebrate while others worry. Yet Changan Automobile's performance report showing 209,100 units still made quite a few people sit up and take notice. It wasn't the total volume—for Changan's scale has always been there—but the 'value' within that performance report, carrying a distinct flavor compared to usual.

We need to temporarily shift our gaze away from the over-discussed 'involution' domestic market. What caught my attention most about Changan this time is not the 5.8% growth in NEVs, nor the individual performance of Qiyuan or Deepal, but that set of data: overseas deliveries of 70,700 units, a year-over-year increase of 38%. Nearly one-third of sales come from overseas; in the context of all Chinese automotive brands, this proportion is quite staggering.

You should know, just last month, Changan officially announced becoming the global official partner of the Portugal national football team. At that time, many thought this was just another sports marketing campaign. But looking at the overseas sales in May combined, you will understand this is the key move of Changan's 'Inclusive as the Sea' Plan 2.0; the globalization strategy behind it is very clear - it's not just selling cars overseas, but becoming a true global brand.

In recent years, I've visited overseas factories of many domestic autonomous brands and witnessed various 'going global' models. Some just pull domestic stock cars out to make profit via exchange rates, while others sincerely build channels and provide services. Changan belongs to the latter, and is the type that 'fortifies its camp and fights steady battles'. Starting from Southeast Asia, it gradually planted its supply chain, service system, and brand awareness. This cooperation with the Portuguese national team is more like the horn signaling an entry into the mainstream European market. This composure and strategic determination, frankly, cannot be seen on many brands that are eager for quick success.

Making the overseas market work has an easily overlooked benefit: it can strengthen domestic product capability. The logic is simple: to meet the needs of different regions, road conditions, and regulatory standards globally, your product R&D standards must be 'set high, not low'.

Specifically regarding products, this feeling becomes more obvious. For example, Changan's Blue Whale Powertrain, previously everyone thought 'domestic engine' was just a gimmick. But look at the CS75 PLUS and Eado Blue Whale Super Engine models just launched in May, directly announcing a 'launch price from 79,900 CNY', while claiming 'fuel consumption halved'. This isn't a simple price war; it's a technology popularization war. Taking a set of mature, efficient powertrains and hitting the market at this price tests the integration capability of the entire supply chain and R&D system. For ordinary consumers, spending less money to get a more fuel-efficient and reliable car is a tangible gain. This is much more sincere than piling up smart configurations you won't use.

Speaking of intelligence, Changan's recent move is also worth pondering. Their self-developed 'Tianshu' piloting end-to-end technology is ready for mass production. Many media might boast about how many TOPS of computing power or how many sensors. But what I'd rather emphasize is the three words 'end-to-end'. This used to be the capital for top players like Tesla and Huawei to show off. Changan quietly made it the core of its own 'Beidou Tianshu 2.0' plan.

I've visited Changan's software center and seen their road test data. My feeling is that traditional big factories, once determined to transform, their accumulated strengths in hardware, chassis, and safety fields actually become advantages in the second half of intelligence development. A smart car must first be a car that is good to drive. Changan's intelligent driving solution feels relatively 'steady'. Unlike some new forces that are radical in showing off skills, it releases functions bit by bit while guaranteeing safety redundancy. This intelligence dominated by 'engineer thinking' might lack some buzz, but for users who actually drive daily, it feels much more reliable.

Of course, we can't just brag about technology; we must look at the performance of each sub-brand. Deepal Automobile's May sales reached 33,243 units, a 30% year-over-year increase, with overseas cumulative sales from January to May surging by an explosive 167%. This data is quite interesting. Deepal actually undertakes the role of the pioneer for Changan's 'youthification' and 'electrification'. Its design language and marketing methods are closer to today's young consumers. The explosive growth in overseas sales shows that this design aesthetic and technical route possesses global competitiveness. Avatr delivered 7,336 units in May. Although the absolute number isn't exaggerated, its significance lies in brand elevation, the deep binding with top tech companies like Huawei, providing the best 'credit endorsement' for Changan's technical reserves.

Changan Qiyuan delivered 34,528 units in May. The hero model Q05 alone sold 15,812 units, and even launched in Thailand where orders exceeded 3,000 in just three days. What does this show? It shows Changan's multi-brand strategy is no longer simply making cars out and selling them separately, but truly finding respective niche markets and target audiences. Qiyuan targets the 'basic' of family use, comfort, and cost-performance; Deepal attacks personality and sports; Avatr guards the high-end and technology. This set of combination punches is much more refined than the extensive 'having more sons to fight' tactics used by many brands.

Finally, we must return to 'people' and 'management'. Changan Automobile's transformation in recent years appears 'smooth' largely thanks to the management's strategic determination. From the 'Shangri-La' NEV plan, to the 'Beidou Tianshu' Intelligence plan, to the 'Inclusive as the Sea' Globalization plan, any one of these three would be enough to keep an auto company busy for ten years. Changan is doing all simultaneously and is genuinely advancing them.

Five years ago, if you told me Changan would become a global technology company, I might have put a question mark. But today, looking at these 209,000 monthly sales, seeing the 38% increase in the overseas market, and witnessing the tangible product launches behind names like Blue Whale, Tianshu, and Qiyuan, I think I can straighten out that question mark. For consumers, these grand narratives ultimately translate into a more fuel-efficient CS75, a better-handling Deepal, or a smarter Avatr. And this might just be the best proof of a car company's 'strategic correctness'.

唔知有幾多朋友最近期關注 10 萬內純電 SUV 市場？近段時間睇嚟，呢個細分市場好熱鬧。就講長安啟源全新 Q05 同零跑 A10，上個月銷量分別達 15814 輛同 14372 輛，全部挺進 2026 年 4 月銷量排行全品類前 10，長安啟源全新 Q05 甚至奪得緊緊湊型純電 SUV 市場嘅銷冠。

（長安啟源全新 Q05）

值得留意係，兩款大熱門產品亮點亦唔少，9 萬級可以得到 500km+嘅續航，零跑 A10 甚至配備激光雷達，有高級智駕輔助需求嘅朋友嚟講，呢架車吸引力的確唔低。但係喺價格上，同為高配嘅長安啟源全新 Q05 506Max+ 同零跑 A10 505 激光雷達版，終端價格分別係 9.59 萬同 8.68 萬，手握 9 萬左右預算嘅朋友都可以考慮。明顯係，又去到決賽圈二揀一環節。

（零跑 A10）

如果對預算比較敏感，咁喺長安啟源全新 Q05 同零跑 A10 之間，後者可能更受歡迎，畢竟終端價格實打實平咗幾千元。而且，高配 A10 配有激光雷達，市區/高速情況均能啟動領航輔助駕駛，呢個就係佢嘅優勢所在。當然，如果預算允許，揀長安啟源全新 Q05 高配，都有帶激光雷達嘅高級輔助駕駛。

（長安啟源全新 Q05）

但既然係買車前嘅橫評，唔少全方位對比。首先從尺寸睇，作為緊湊型 SUV，長安啟源全新 Q05 長寬高分別係 4435*1855*1595mm，軸距為 2735mm。而零跑 A10 車型級別就係小型 SUV，長寬高分別係 4270*1810*1635mm，軸距為 2605mm。

（零跑 A10）

如果只係考慮代步、通勤，零跑 A10 嘅細個嘅略有優勢，方便行街串巷。但實際上，好多人買車都要兼顧家用，10 萬內預算也多以剛需用車群體為主。既然係剛需，且有家用需求，嗰空間自然唔好掉鏈子。

（長安啟源全新 Q05）

（零跑 A10）

講返日常家庭出行嚟講，兩車之間 130mm 軸距差異，直接反映喺後排體驗。坐入長安啟源全新 Q05 後排，腿部空間平整兼寬敞，一齊坐 3 位成年人都唔會太擠；但係坐入零跑 A10 後排，無論坐寬定係腿部空間都會細少少。媽咪喺後排照顧孩子，長安啟源全新 Q05 後排更加寬敞嘅空間會更加方便佢操作，孩子都能有更大嘅活動空間。

（長安啟源全新 Q05）

（零跑 A10）

除咗空間，通勤黨同家庭用戶對舒適配置都比較關注。睇嚟對比，兩車都有配電動尾門、無匙進入、自適應遠近光等外部配置。但係從車廂內睇，零跑 A10 副駕無法電動調節，後排靠背都唔支援角度調節，同埋缺少後排空調出風口、車內 PM2.5 過濾裝置等。

（長安啟源全新 Q05）

（零跑 A10）

反觀長安啟源全新 Q05，除咗副駕支持電動調節，前排仲集成咗加熱/通風/按摩/副駕腿托功能，對比零跑 A10 只提供前排座椅加熱，佢嘅品質無疑更上一層樓。包括後排乘員都有少少照顧，例如靠背角度可調、配有後排空調出風口、後排中央扶手/杯架等，更加適合家人同行呢類場景。

（長安啟源全新 Q05）

（零跑 A10）

除咗舒享體驗，行駛系統嘅對比我哋都唔好忽略。首先從大家關注嘅續航睇，長安啟源全新 Q05 同零跑 A10 分別搭載 51.9kWh、53kWh 電池，CLTC 純電續航做到 506km、505km，差異大可忽略。但從電芯供應鏈睇，前者出自寧德時代，後者就係國軒高科/江蘇正力，若論品牌含金量，“寧王”順位自然靠前，更值得信賴。另外，兩車都有全球品質，按照全球嚴苛嘅標準打造，零跑 A10 符合國內、歐盟雙標準，長安啟源全新 Q05 已經喺泰國上市，未來仲會相繼落地多個國家地區，最終開拓歐洲區域，此外仲有央企背書，質量品質都好可靠。

因為本文討論嘅係 A10 嘅 505 版本，採用電池液冷技術，溫控較好，而如果係 403 版本，採用成本低嘅風冷技術，散熱效果較差。呢點上，全新 Q05 做得更好，入門就採用電池直冷技術，高配用嘅係液冷技術，能更好地實現熱管理，保證電池安全。

（長安啟源全新 Q05）

（零跑 A10）

動力方面，長安啟源全新 Q05 同零跑 A10 都係前置單電機佈局，電機最大動力輸出分別係 120kW/190N·m、90kW/150N·m，0-100km/h 加速時間分別做到 8.9 秒同 10.6 秒。坦率嚟講，兩款車喺純電陣營加速性能都中規中矩；但係相對嚟講，長安啟源全新 Q05 嘅 8 秒級零百加速，喺山路行駛、高速超車等情況下會比零跑 A10 更加分。

（長安啟源全新 Q05）

（零跑 A10）

總結嚟講，零跑 A10 505 激光雷達版優勢突出：價格更低、智駕輔助覆蓋範圍更廣，適合預算優先 + 科技嘗鮮嘅消費者。而長安啟源全新 Q05 更強調“全面”二字：加少少預算同樣可以獲得高級輔助駕駛，而且尺寸更大、舒適配置更高、採用頭部電芯供應鏈，動力亦更強，綜合表現更全能。總括嚟講，預算 9 萬級追求面面俱到嘅家用體驗，長安啟源全新 Q05 506Max+ 更加值得考慮。