6 月 13 日，2026 重慶車展盛大開幕。長安馬自達以“依然馬自達”為主題，攜經典傳奇跑車 MX-5、全球戰略新能源車型 MAZDA EZ-6（以下稱 EZ-6）、MAZDA EZ-60（以下稱 EZ-60）以及 4 月上市的 EZ-60 馬年版亮相 N8 館展台，全面展現企業新能源轉型最新成果，並同步公佈一系列用戶共創活動。同時，長安馬自達推出 618 年中鉅惠，在至高 20,000 元國補和 17,000 元廠補基礎上，購指定車型可享價值 7,999 元專屬尊享套裝。

全球車實力背書 樹立新能源價值標杆

EZ-6 與 EZ-60 從產品開發之初即以全球標準打造。設計上，EZ-6 斬獲“2026 世界年度設計車”大獎，成為首個獲此殊榮中國新能源車型，EZ-60 更成為全球唯一同時斬獲 8 項世界頂級設計大獎 SUV。安全方面，兩款車型均嚴格按照中歐雙五星標準打造，EZ-6 拿下 C-NCAP、E-NCAP 等 5 項權威安全認證，EZ-60 電池安全提前滿足新國標及歐標，長安馬自達更向所有新能源用戶承諾“電池終身自燃包賠，不限里程、不限車主”。

操控方面，EZ-60 成功摘取中國新能源汽車拉力錦標賽場地賽 SUV 組冠軍、拉力賽總成績亞軍，驗證極致操控實力。車展現場，長安馬自達車主，同時亦是冠軍車手紀浩，分享咗佢駕駛原廠未改裝純電 EZ-60 征戰中國新能源汽車拉力錦標賽嘅心路歷程，喺 6 日 910 公里魔鬼賽程中，面對絕大多數增程/插混參賽車型競爭，憑藉 EZ-60 極致品質穩定性與“人馬一體”調校，從 27 個品牌 100 台參賽車中突圍，完成咗對 EZ-60 原廠量產車性能嘅極限驗證。

[長安馬自達車主、冠軍車手紀浩]

目前，長安馬自達已順利獲得歐盟、英國、澳洲三大市場整車認證，成為國內首個同時拿下這三項認證合資新能源車企。過硬全球品質贏得國際市場廣泛認可，5 月底，80 多位來自歐洲、澳洲、泰國海外經銷商專程考察南京工廠，對生產工藝與品控體系給予高度評價。目前，EZ-6 與 EZ-60 海外銷售及預售態勢持續向好，國內市場 EZ-60 已連續 7 個月蟬聯合資新能源中型 SUV 銷量冠軍。

長安馬自達汽車銷售分公司執行副總經理吳旭曦表示：“長安馬自達成為馬自達全球新能源整車設計、研發、製造基地同出口中心。我哋鄭重承諾，每一位馬自達新能源用戶擁有嘅都係一款真正全球車。”

[長安馬自達汽車銷售分公司執行副總經理 吳旭曦]

堅持“用戶+”思維 構建品牌與用戶價值共同體

中國市場 500 萬用戶係長安馬自達品牌發展同行者、價值共創者。2026 年，長安馬自達持續踐行“用戶+”思維，發起一系列用戶共創活動，構建起全維度、全生命週期用戶生態，讓“依然馬自達”承諾，不僅體現喺產品價值細節裡，更融入與每一位用戶情感共鳴中。對於參加長安馬自達一系列活動用戶同馬粉，將有機會參與 2026 粉絲盛典。

年初啟動“心願之旅”，以“用戶許願、品牌助力”雙向奔赴，讓長安馬自達真正走進用戶生活。每一個心願背後，都係用戶與馬自達之間獨一無二情感連結。累計推出 11 期“車主故事薈”，則成為馬粉精神展示窗口：入面有連續 7 年捐助貧困小學公益達人、連續 4 年組織車友會關愛特殊兒童愛心領隊，有因馬自達相識相知甜蜜情侶。呢啲真實鮮活故事，構成長安馬自達品牌最動人底色。

“悅馬創作家”同“全民經紀人”計劃，則為用戶搭建共創品牌價值平台。活動上線以來，湧現出大批用鏡頭記錄擁車生活、用口碑傳遞產品價值馬粉。“零零後”EZ-60 車主孫靖依分享自己作為“悅馬創作家”感受：“平時工作忙，但可以利用自己空餘時間分享用車感受。我係新手，第一次參加，但唔係車友定係長馬工作人員，都會唔遺餘力咁幫我，如果你係馬自達車主，喜歡分享、愛交朋友，歡迎加入悅馬創作家”。

[冠軍車手紀浩（左）/"悅馬創作家"孫靖依（右）分享自己擁車生活]

5 月正式啟動“青苗計劃”第二季，目前正陸續走進全國頂尖高校，同青年學子深度交流長安馬自達喺設計、駕控、安全、智能化等領域實踐成果。同步開啟 EZ-60 全國高校改裝設計大賽，唔單止為优秀作品提供創意成真機會，更向廣大青年學子開放暑期實踐同實習名額，進一步促進學以致用、產學融合。

社會責任踐行，同樣唔離開用戶共同參與。自 2015 年以來，長安馬自達已在雲南累計捐建 12 所希望小學，總投入超 1000 萬元，惠及上萬名師生。6 月，長安馬自達再次發起“每一公里都有善意”公益行動，將用戶每一次出行都轉化為公益基金，全部用於改善希望小學學習與生活條件，讓愛心喺車輪上傳遞。

618 年中鉅惠來襲 多重福利回饋用戶

借重慶車展契機，長安馬自達同步開啟“禦享夏日風情 悅享 618 大促”活動，即日起至 6 月 30 日，全系車型推出重磅購車禮遇：至高 17,000 元置換廠補同 20,000 元以舊換新國補，購指定車型贈價值 7,999 元尊享套裝（原廠充電樁 + 龍膜太陽膜+TPE 腳墊/後備箱墊），享 0 首付 5 年低息（年均費率 1.99%）及價值 7,999 元終身零燃權益。此外，所有到店試駕新能源車型用戶均可贈送國家級非遺金陵金箔，詳情諮詢授權經銷商。

“依然馬自達”從來都唔係一句口號，長安馬自達喺傳承百年品牌基因同時，始终把用戶需求放喺第一位。未來，長安馬自達將繼續以全球標準打造好每一款產品，用真誠連接每一位用戶，讓更多人感受到“人馬一體”駕駛樂趣。6 月 13 日 -21 日，歡迎廣大消費者蒞臨重慶國際博覽中心 N8 館長安馬自達展台，近距離感受全球車魅力。

6 月 6 日，212 越野車環塔拉力賽收官慶典落地青島，韓喬生、知名車手韓魏、廠商與民間車手、賽事後勤團隊齊聚現場，複盤剛剛落幕的 2026 環塔國際拉力賽。本屆賽事 7500 公里極限征途，212 車隊憑藉近乎原廠的 T01 量產車型，以 2.0T 動力直面一眾 3.0T 大排量競品，拿下 SS10 至 SS13 賽段兩冠一亞，斬獲 T2.1 量產組廠商隊亞軍，更是該組別唯一實現 100% 完賽的參賽廠商。從戈壁沙場的極限鏖戰到線下盛典的榮耀總結，老牌越野 IP 用一場實戰證明：經典越野不止留存情懷，原廠量產車同樣能站上國內頂級拉力賽事領獎台，普通人的環塔越野夢，正在落地生根。

環塔拉力賽素有「東方達喀爾」之稱，2026 屆賽事被圈內公認爲歷年難度頂峰，全程橫跨天山南北，沙漠、戈壁、雅丹、炮彈坑路況交織，超 60% 賽段爲流動沙漠地貌，部分賽段地表溫度突破 60℃，超長距離高溫、無人區連續奔襲讓不少老牌車隊接連折戟，單 SS3 超長賽段就出現三十餘台車輛爆胎、十餘台賽車無奈退賽的慘烈場面。T2.1 組別作爲原廠量產車正面對決的核心賽場，規則明確要求參賽車輛動力、底盤、變速箱等核心硬件與市售量產版保持一致，僅能加裝防滾架等安全配件，是衡量一款越野車原廠可靠性的「露天嚴苛試驗室」。在此背景下，3.0T 大排量車型常年佔據組別優勢，小排量 2.0T 車型想要突圍，在賽前被多數越野從業者視為幾乎不可能完成的任務。

誰也沒有料到，老牌國產越野 212 成爲本屆賽事最大黑馬。全程參賽的 T01 戰車無重度賽事改裝，原廠標準配備 2.0T 渦輪增壓引擎搭配採埃孚 8AT 變速箱，辅以博格華納大分動器，4L 模式扭矩可放大 2.64 倍。在戈壁陡坡攀爬、滿載拖曳等極限工況下，低扭輸出足以比肩大排量車型，長途穿越全程動力平穩，故障率被控制在極低水平。車身層面，非承重式車身 + 前後整體橋的經典硬派架構，搭配專項優化調校底盤，面對連綿顛簸與深坑衝擊，車身抗扭與形變控制表現亮眼；全車鍍鋅鋼板車身，從容抵禦戈壁碎石持續刮蹭腐蝕。安全配備上，強化後的乘員艙頂部承載力提升 16%，籠式車身結構搭配 540°全景影像、緊急救援呼叫系統，兼顧極限越野性能與日常駕駛安全，這套原廠硬件配置，在七千多公里惡劣路況中經受住了實打實的全場景驗證。

收官慶典現場，一眾環塔親歷者輪番分享賽場故事。從前期穩步卡位保存車況，到後半程魔鬼沙漠賽段驟然發力連斬賽段冠亞，車手們坦言，賽前沒人篤定 2.0T 原廠車能在「一眾」大排量對手中殺出重圍，車輛穩定耐用的底子，是車隊實現全員完賽的關鍵。知名賽事主持人韓喬生在現場點評：「212 是幾代國人的越野情懷符號，過去大家都只記得它的經典歷史，如今它用環塔成績刷新認知，國產硬派越野正在靠實打實的原廠品質打破刻板偏見。」冠軍車手韓魏也現場表態，T01 原廠機械素質超出行業預期，依托賽事數據打磨產品，是國產越野品牌穩步向上的可靠路線。

賽場成績落地民用市場，是本次慶典釋放的重磅信號。212 官方在活動中正式官宣，環塔同款越野改裝套件即將登陸品牌官方商城，套件包含底盤護甲、防脫輪轂、專業越野輪胎、全套脫困救援裝備。所有改裝配件均經過環塔 7500 公里極限路況實測，普通 212 車主無需大幅度改動車身，就能快速升級越野硬件，輕鬆實現從城市通勤到野外穿越的跨界切換。212 越野車營銷公司總經理何兆鵬在盛典受訪時表示：「212 的初衷從來不是只做賽場冠軍車，而是把越野文化大眾化，讓每一位普通車主心裡的越野種子，有落地發芽的機會。環塔賽場驗證產品，改裝套件普惠用戶，是品牌打通賽場與民用市場的關鍵一步。」

着眼未來賽事布局，212 已經敲定全球化越野賽事版圖：喀爾拉力賽、馬來西亞沙巴國際雨林賽、阿拉善 T3 挑戰賽以及 2027 年環塔拉力賽全部納入參賽規劃，持續踐行「以賽促研」產品研發思路。除此之外，品牌兩大重磅用戶扶持計劃同步啟動：2027 年環塔民間車手全國招募正式開啟，普通車主有機會以車手身份征戰頂級環塔賽場；攜手冠軍車手韓魏共建冠軍越野培訓學院，面向全國車主提供系統化越野教學、賽前集訓、賽事參賽全鏈條賦能。從職業廠隊征戰國際賽事，到培育民間越野愛好者，212 正在搭建一條從產品、賽事到用戶培養的完整全民越野生態鏈。

縱觀國內硬派越野市場，不少品牌陷入「賽場重度改裝拿成績，市售車型與賽車脫節」的怪圈，而 212 選擇反其道而行，堅持原廠量產車參賽，用環塔極端路況反向優化量產車型，再把賽場沉澱的越野技術下放給普通消費者。六十餘年品牌積澱，212 早已跳出單一情懷營銷的老路，環塔 7500 公里黃沙試煉，是經典國產越野的一次自我革新。當改裝套件走進商城、民間車手能直通環塔賽場，「每一輛 212 都有一個環塔夢」不再是一句宣傳口號，而是落地可觸的現實。

未來，隨着多場國內外頂級賽事接連落地與越野培訓學院常態化運營，212 還將持續把賽場技術轉化為民用產品實力，讓國產硬派越野不止馳騁戈壁環塔，更能陪伴萬千車主奔赴山野遠方。

你睇過印度嘅馬路嗎？

我喺網上見過。

畫面通常係咁，一輛轎車俾牛尾擋住，旁邊仲有亂竄嘅摩托，甚至周圍仲有賣奶茶嘅小夥，嗰叫一個“乾淨又衛生”。

然而，喺呢啲睇完好多人覺得生理不適嘅地方，豐田、鈴木、本田等日本車廠，卻決定將籌碼押落印度。

據印度“品牌質量基金會”網站顯示，三家車廠將喺印度投資近110 億美元建廠、提產能、搞出口。

對此有网友表示，三家日本車廠係咪錢多到無處花？

事實上，佢哋唔係錢多到花唔完，亦唔係被印度嘅咖哩蒙蔽咗心竅，呢啲日本車廠高層遠比我哋清醒。

而家嘅日系車，營業額、市場份額都喺下滑，原材料成本仲係升得飛起，打開世界地圖，搵一個能夠容納產能、拓充份額、競爭溫和嘅市場，唔係咁容易嘅事。

所以，唔係日本車廠選擇咗印度，而係因為冇得揀。

日本車廠之痛

曾經嘅日系車，嗰時妥妥係人哋個仔。

你問下十幾年前開過日系車嘅老司機，一提起日系車，幾乎就冇唔豎大拇指嘅，價錢平、省油、耐用又抵撞……

甚至好多日系車，仲要加價購買，但邊個諗到，呢個鐵打嘅江山，短短幾年時間就俾佢哋打得找唔著北。

隨著新能源汽車浪潮嚟到，電動化、智能化變成好多自主車廠“彎道超車”嘅目標，依托於中國強大嘅新能源汽車產業鏈優勢同車廠自身對研發、技術嘅堅持，中國自主品牌迅速實現咗“彎道超車”。

曾經被人吐槽嘅國產車，而家喺馬路越來越多人，甚至份額超越咗合資。

根據乘聯會嘅數據，喺2026 年4 月，自主品牌嘅份額已經高達62.5%，遠超日系嘅13.1%。

要知道，中國汽車市場係全球最大嘅汽車市場，喺中國市場失速，就相當於丟咗一塊巨大嘅蛋糕。

同時，中國市場近年嚟嘅主旋律依舊係價格戰，捲配置、捲價格、捲服務已經成為一種常態，亦對日系車嘅利潤產生咗巨大嘅影響。

除咗中國，日系車喺美國過得亦唔太好。

2025 年 1 月 20 日，特朗普宣誓就職第 47 任美國總統，自此開啟咗一連串搞搞震，其中就包括以國家安全為理由徵收額外嘅汽車關稅，導致進口日本汽車嘅關稅稅率一度高達 27.5%，雖然後嚟有所降低，但亦遠高於最初嘅稅率。

呢個操作，直接導致七大日本車廠喺2025 財政年度嘅關稅損失超2 萬億日元。

再睇日本本土，其實亦唔容易。

中東地緣衝突導致霍爾木茲海峽航運受阻，運輸成本、原材料成本暴漲，日本車廠都有苦難言。

高管們看著報表，背後發涼，只能尋找全新嘅增長曲線。

所以，日本車廠唔係愛上印度，係冇地方去。

揀選印度嘅深思熟慮

咁，印度點解咁有魔力，先至令日本車廠重資投入呢？

第一個優勢就係大。喺2025 年，印度汽車市場取得咗551.7 萬輛嘅新車銷量，同比增長 6%，刷新咗歷史紀錄，位居全球第三大汽車市場，已经连续四年超越日本，僅次於中國同美國。

呢個含金量唔使多講啦，而印度取得呢一成績，主要係因為印度一直喺推動減稅政策，促進消費，這導致國內消費意願出現咗明顯增強。

第二個優點係近，就係離日系車賣得動嘅地方近，如非洲等其他地區。

所以，印度對於日本車廠，更似一個建喺十字路口中央嘅便利店，你唔使將車分別運去八個國家，只需要喺印度呢站造好，然後一船一船甩去，就能削減唔少成本。

《日本經濟新聞》亦認為，印度有望轉變為佢哋全球嘅汽車供應中心。

第三個優點係穩。要知道，日系車嘅優勢就係燃油車，畢竟引擎、變速箱、底盤三大件，佢哋已經玩咗好多年，技術積累喺全球都係數一數二。

但係中國汽車市場已經全力推動電動化、智能化發展，導致日系車嘅優勢越來越弱，根本無法發揮出嚟，但印度唔一樣，佢擁有充電樁少、電動化進程緩慢嘅特點，印度老百姓買車，都仲係盯住平、省油、易修，而呢三點正係日系車嘅老本行。

尤其係鈴木，一直係印度汽車市場嘅常青樹，幾乎年年穩坐暢銷車型寶座，口碑好，勝過任何廣告。

所以，日本車廠大力佈局印度市場，顯然是經過深思熟慮嘅。

但，印度市場真係咁好混咩？

難啃嘅印度市場

當然，印度亦唔係完美得似個香口格，佢嘅缺點同佢嘅優點一樣明顯，而且每一個都夠日本車廠喝一壺。

先講電動化，冇錯，眼睇下印度充電樁少、電動車賣唔動，確實係日系燃油車嘅避風港。但你得諗諗，呢個“避風港”能避幾耐？

印度此前可係喊出咗 2030 年電動車佔新車 30% 嘅口號，雖然聽落似吹水，但抵唔住人哋真補錢、真建充電站。

試諗下，萬一有日印度突然開竅，開始大力推動電動化、搞基建，充電樁似雨後春筍咁冒出來，嗰日系車唔就傻眼？

呢唔係泰國市場嘅翻版咩？

當年日系車喺泰國都係躺贏，整個東南亞市場，都被稱為日系車嘅後花園，結果泰國率先推動電動化，中國電動車一嚟，直接就成咗香口格，再睇日系車，喺泰國嘅市場份額嘩嘩嚟咗落。

如果印度係電動化一加速，歷史大概率會重演，而而家呢次，日系車連逃嘅地方都快冇咗，點樣預防，將成為日本車廠嘅首要問題。

再講政策，印度嘅政策就似一鍋咖哩，你永遠唔知下一口食到係雞肉定係馬鈴薯。

呢個魔幻嘅國家，今日係低關稅鼓勵建廠，明日就可能罰你一筆巨款，更令人頭痛嘅係強制合資，外國車廠想喺印度賣車，要搵本地夥伴搭檔，等你工廠建好咗、供應鏈搭完咗，印度直接背刺你，到嗰陣無論係加錢定撤資，換嚟嘅都係心痛。

所以你看，印度呢個市場，就好似一個睇落好甜嘅芒果，咬落去第一口仲行，再啃幾口就摸著硬核。

日系車而家嘅算盤係，趁住核都未硌牙，趕緊多啃幾口，但核遲早會硌到，只係唔知係邊一日。

尾聲

日系車呢趟印度之旅，唔係去旅遊，係去搵食。

中國同東南亞嘅飯桌更擁擠，生產、運輸嘅成本又提高咗，放眼全球，就印度呢口鍋仲冒住熱氣，哪怕入面煮嘅係咖哩味嘅石頭，都要硬著頭皮啃落去。

日本車廠想擴大市場，印度想嘅係拉動經濟、解決就業，雙方都有各自嘅心思。

至於結局係日系車喺印度重新封神，定係好似當年嘅部分友商一樣灰溜溜走人，那就唔知啦。

但無論點樣，呢場戲先至開始，我哋慢慢睇就得啦。

反正印度嘅故事，從來唔會悶。

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 Highlight

In 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 5

Chery 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 Effort

Changan 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 Thoughts

From 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.

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.

       阿維塔科技在品牌成立五週年的重要里程碑上，正迎來發展勢能的全面迸發。隨著產品矩陣不斷完善、海外佈局加速落地，全球化進程邁入新階段。一系列紮實的標誌着阿維塔已進入品牌力、產品力與市場競爭力協同提升的高質量發展新週期，為市場與用戶注入強勁信心。

       成立五年以來，阿維塔已陸續推出 11、12、06/06T、07 等多款車型，覆蓋 20 萬至 70 萬元價格區間，累計銷量突破 25 萬輛，在高端智能電動車市場站穩腳跟。與此同時，產品矩陣仍在加速擴容——今年下半年，阿維塔 07L 及全新大六座旗艦 SUV 將陸續推出，後者將行業首搭寧德時代凝聚態電池，進一步拉升產品天花板。按照規劃，到 2030 年阿維塔將完成 17 款產品佈局，全面覆蓋 SUV、轎車、MPV 等細分市場。與產品線同步提速的，是全球化佈局。自 2024 年出海以來，阿維塔已進入全球 40 多個國家和地區，穩居泰國高端電動車銷量榜首，並斬獲阿聯酋高端電動車 10% 市場份額，全球化佈局初具規模。今年，阿維塔將正式進入歐洲市場，進一步加速全球高端市場滲透，計劃至 2030 年覆蓋超 110 個國家和地區，海外銷量佔比達到 40%。

       阿維塔快速成長的背後，是長安汽車戰略賦能的持續加碼。作為長安高端化戰略的核心載體，阿維塔承載著向上突破、打造全球化高端品牌的使命。今年 4 月，長安汽車宣布阿維塔與深藍汽車開啟戰略協同，遵循「前端獨立、中後端協同、品牌獨立運營」原則，進一步抬升阿維塔的戰略權重。作為品牌群的「旗艦與標杆」，阿維塔在品牌經營、渠道運營、用戶服務三大體系保持不變的前提下，高端定位愈發穩固，展現出愈發強勁的發展勢能。協同落地後，集團全域資源將持續向阿維塔傾斜，效率與體系能力進一步放大，為品牌長期發展提供堅實後盾。

       值得注意的是，阿維塔背靠長安、華為、寧德時代「三巨頭」的獨特優勢仍在深化，構建起難以複製的技術與資源壁壘。基於長安百年製造底蘊，阿維塔自研崑崙智慧增程、太行智控底盤兩大核心技術，迭代推出的太行智控底盤 2.0 以行業領先的分佈式電驅技術，實現安全與操控雙重進階。作為華為與寧德時代的「技術股東」，阿維塔不僅享有最新技術的優先搭載權，更攜手夥伴從源頭定義每一項新技術。同時，阿維塔是華為引望最大外部股東，雙方以資本為紐帶形成利益共同體，持續共享發展紅利；寧德時代作為阿維塔第二大股東，始終將神行、驍遙、凝聚態等前沿電池技術優先搭載於阿維塔車型，確保產品力穩居行業前列。

       阿維塔憑藉更清晰的戰略佈局、加速落地的核心技術以及堅定的全球化步伐，持續印證其長期主義的發展路徑。作為長安汽車打造的核心戰略資產，阿維塔將繼續堅持「原創、智能、新豪華」的可持續增長道路，不斷夯實核心競爭力，為市場釋放長期價值。

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.

比亞迪正式發布 2026 年 5 月產銷快報，全品牌新能源汽車單月銷量 383453 輛，同比微增 0.26%，時隔十個月實現單月銷量同比轉正；其中乘用車交付 376990 輛，環比大漲 19.4%，一掃前期車型換代陣痛，呈現國內基本盤穩固、海外銷量狂飆、高端品牌全線放量的全新格局，在國內新能源內捲加劇、特斯拉 FSD 入華、自主新品密集上市的市場環境中，走出獨有的結構性增長路線。

八大車型月銷破兩萬 宋元雙車站穩 5 萬

王朝 + 海洋兩大主力品牌 5 月合計售出 330215 輛，佔據集團總銷量超八成，仍是比亞迪銷量壓艙石，全系列共 8 款車型單月銷量突破 2 萬台，產品從 5 萬入門代步到 20 萬家用 SUV 實現全覆蓋。

王朝網內部，元家族 56691 輛、宋家族 51370 輛。雙雙跨過五萬門檻，成為品牌兩大銷量支柱，兼顧家用代步與城鄉出行需求；秦家族緊隨其後交出 28360 台穩定表現，漢、唐系列月銷維持六千級體量，深耕中大型家用轎車、SUV 細分市場；全新車型夏處於市場培育期，單月交付 1810 台，後續隨渠道鋪開有望穩步上量。

海洋網增長勢頭更為迅猛，全系五款車型跨入兩萬俱樂部：海獅 42615 台、海豹 34117 台、海鷗 39919 台、海豚 22260 台、宋 PLUS 27755 台。其中海鷗憑藉 6-8 萬親民定價穩居入門代步銷冠，海獅作為全新走量車型上市即站穩四萬量級，補齊海洋網中型 SUV 產品空白，完善海洋產品梯隊佈局。從代步小車到緊湊 SUV，兩大主品牌依托 DM-i 混動與純電雙線技術，牢牢鎖住 15 萬以內國內主流家用市場份額。

方程豹同比暴漲 139.7% 品牌向上落地見效

騰勢、方程豹、仰望組成的高端矩陣 5 月合計銷售 46489 輛，正式擺脫小眾定位，成為比亞迪品牌溢價與利潤增長新支點，打破自主品牌高端化難破局的行業魔咒。

越野品牌方程豹單月 30186 輛，同比暴漲 139.7%，創下品牌上市以來月度銷量新高，旗下鎦 7 單月 18280 台，豹 5、豹 8 穩定輸出，在 25-40 萬硬派越野細分市場持續擠壓合資、進口車型生存空間。

騰勢 5 月交付 16303 台，MPV 標桿 D9 售出 6721 台，Z9 系列近 6000 台，MPV、中大型轎車雙線發力，站穩豪華新能源賽道；百萬元級超豪華品牌仰望穩步爬坡，當月交付 286 台，同比增幅 105.8%，完成自主品牌天花板產品的市場驗證，形成從十幾萬家用、三四十萬越野、五十萬豪華 MPV 到百萬元級旗艦的全價格帶產品佈局。

海外爆發：單月 16.06 萬輛，佔總銷量超四成 成第二增長曲線

5 月比亞迪乘用車和皮卡海外銷量 160177 輛，同比大漲 80.7%，出口佔全系總銷量突破 42%，創下品牌出海歷史新高，成為穩住 5 月整體銷量、實現同比轉正的核心驅動力。

東南亞、歐洲、拉美成為主力增量市場，海鷗、宋 PLUS、元系列持續登頂多國新能源熱銷榜單，SHARK 皮卡連續兩月單月出口突破 4000 台；依托泰國、巴西、匈牙利、烏茲別克斯坦四大海外整車工廠落地投產，本地化生產持續落地，規避關稅同時快速下沉終端渠道。在國內車市存量競爭、價格戰常態化背景下，高速擴容的海外市場有效對沖國內車型換代帶來的銷量波動，正式從補充市場升級為比亞迪核心增長引擎。截至當前，比亞迪新能源汽車全球累計銷量已經突破 1650 萬輛，全球化版圖持續拓寬。

智駕賦能產品迭代 下半年新品蓄力衝量

5 月比亞迪智能化落地迎來關鍵節點，天神之眼智駕系統成為車型核心加分項：全品牌搭載高級智駕車型保有量突破 315 萬輛，日均路測數據超 2 億公里；當月比亞迪落地城市領航、智能泊車雙安全兜底服務，成為全球首家實現兩項智駕兜底的車企，政策落地三天後，搭載天神之眼系統車型的城市 NOA 激活率暴漲 50%，智能化體驗升級直接拉動終端到店訂單轉化，為後續車型持續走量築牢產品競爭力，直面 FSD 入華帶來的智駕市場衝擊。

從數據細節來看，2026 年 1-5 月比亞迪累計銷量 1405039 輛，同比下滑 20.32%，核心誘因是全系主力車型集中換代、第二代閃充刀片電池產能爬坡受限。新款閃充電池升級快充與低溫性能，全系換代車型優先換裝新電池，但產線改造拖累產能釋放，熱門車型訂單積壓、交付延後，一定程度壓縮 5 月交付體量。

隨著二季度末二代刀片電池產能持續釋放，疊加騰勢 N8L、方程豹鎦 7 純電版、海獅 05、夏 L 等多款新車陸續登陸市場，業內普遍預判比亞迪 6 月全品牌銷量有望突破 40 萬輛。依托低端走量鎖份額、高端提利潤、海外衝增量、智能化提產品力的四維發展邏輯，在國內新能源淘汰賽加劇的當下，比亞迪全品類佈局優勢持續放大，坐穩國內新能源龍頭，加速向著全球頭部車企穩步邁進。