喺馬來西亞嘅 SUV 市場,好多買家喺揀車嘅時候都會拿 Perodua Ativa 同 本田 WR-V 嚟做比較。呢兩部車喺價位同定位上都幾接近,而家我哋就多啲方面做個詳細嘅比較,幫你省返做功課嘅時間。
Perodua Ativa 喺馬來西亞嘅 OTR 售價係 RM 62,500 - 73,400,合共 3 個版本,包括 1.0L Turbo X(RM 62,500)、1.0L Turbo H(RM 67,300)、1.0L Turbo AV(RM 73,400) 等。
本田 WR-V 喺馬來西亞嘅 OTR 售價係 RM 89,900 - 107,900,合共 4 個版本,包括 2023 1.5L V(RM 99,900)、2023 1.5L E(RM 95,900)、2023 1.5L S(RM 89,900) 等。
從價錢睇,Perodua Ativa 嘅起步價確實比 本田 WR-V 平咗 RM 27,400。如果你預算有限,Perodua 嘅入門版已經可以滿足日常需求。但都要注意,平嗰幾千塊,可能喺配備上會有取捨,具體要睇你嘅需求。

Perodua Ativa 搭載 1.5L 4-cyl,馬力 105 hp。官方油耗 6.0 L/100km。
本田 WR-V 搭載 1.5L 4-cyl,馬力 105 hp。官方油耗 6.0 L/100km。
兩部車用嘅係同一套動力系統,日常開落嘅感覺基本冇分別。油耗方面都差唔多,唔使太糾結呢一點。

Perodua Ativa 車身長 4400 mm,尾箱 400 L。
本田 WR-V 車身長 4400 mm,尾箱 400 L。
兩部車嘅尺寸幾乎一樣,車內空間差別唔大。呢個級別嘅車,日常使用完全夠用。

Perodua Ativa 採用 FWD 驅動方式。
本田 WR-V 採用 FWD 驅動方式。
兩部車嘅驅動方式一樣,都係 FWD,日常駕駛感覺唔會有太大區別。

Perodua Ativa 保養 5 年/150,000km,保養間隔 每 10,000km 或 6 個月。
本田 WR-V 保養 5 年/無限里程,保養間隔 每 10,000km 或 6 個月。

總嘅嚟講,Perodua Ativa 同 本田 WR-V 都係馬來西亞市場幾唔錯嘅車型。揀邊一部,關鍵仲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,先至去試駕做最後決定。買車係件大事,花少少時間做功課絕對唔會錯。

喺馬來西亞嘅汽車市場,好多買家喺揀車嘅時候都會拿 Honda WR-V 同 Subaru Forester 嚟做比較。今日我哋由多個方面做一個詳細嘅對比,幫你省卻做功課嘅時間。


Honda WR-V 喺馬來西亞嘅 OTR 售價係 RM 89,900 - 107,900,一共有 4 個版本,包括 2023 1.5L V(RM 99,900)、2023 1.5L E(RM 95,900)、2023 1.5L S(RM 89,900) 等。
Subaru Forester 喺馬來西亞嘅 OTR 售價係 RM 174,000 - 197,000,一共有 3 個版本,包括 2024 2.0L S EyeSight GT Edition(RM 189,538)、2024 2.0L S EyeSight(RM 177,538)、2024 2.0L L EyeSight(RM 167,538) 等。
就價錢嚟睇,Honda WR-V 嘅起步價確實比 Subaru Forester 平咗 RM 84,100。如果你預算有限,Honda 嘅入門版已經可以滿足日常需求。但都要留意,平嗰幾千塊,可能喺配備上有取捨,具體睇你嘅需求。

Honda WR-V 車身長 4400 mm,後廂 400 L。
Subaru Forester 車身長 4400 mm,後廂 400 L。
兩款車嘅尺寸幾乎一樣,車內空間差別唔大。呢個級別嘅車,日常使用完全夠用。

Honda WR-V 採用 FWD 驅動方式。
Subaru Forester 採用 FWD 驅動方式。
兩款車嘅驅動方式一樣,都係 FWD,日常駕駛感受唔會有太大分別。

Honda WR-V 同 Subaru Forester 都係馬來西亞市場嘅主流選擇,適合家庭使用、日常通勤。如果你更重視品牌口碑同二手價,可以優先考慮口碑更好嗰一款;如果你更在意性價比同配備,嗰就揀配置更豐富嗰款。最尾都係建議兩款都去試駕,親身體驗先係最重要。

總而言之,Honda WR-V 同 Subaru Forester 都係馬來西亞市場幾唔錯嘅車型。揀邊一輛,關鍵始終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。

喺馬來西亞嘅汽車市場,好多買家喺揀車嗰陣都會拿馬自達 CX-9 同富豪 XC90 嚟比較。今日我哋從多個方面做一個詳細比較,幫你省返做功課嘅時間。


馬自達 CX-9 喺馬來西亞嘅 OTR 售價係 RM 328,810 - 345,810,一共有 2 個版本,包括 2023 2.5T 4WD(RM 345,810)、2023 2.5T 2WD(RM 328,810) 等。
富豪 XC90 喺馬來西亞嘅 OTR 售價係 RM 418,888 - 418,888,一共有 1 個版本,包括 2025 2.0T Ultra(RM 418,888) 等。
由價錢睇,馬自達 CX-9 嘅起價確實比富豪 XC90 平咗 RM 90,078。如果你預算有限,馬自達嘅入門版已經可以滿足日常需求。但要留意,平嗰幾千塊,可能喺配備上會有取捨,具體要看你嘅需求。

馬自達 CX-9 嘅安全評級係 5★ (ASEAN NCAP),主動安全系統包括 Brand ADAS。
富豪 XC90 嘅安全評級係 5★ (Euro NCAP),主動安全系統包括 Premium ADAS。
安全配備方面,兩款車都拿到唔錯嘅評級。不過馬自達 CX-9 嘅 Brand ADAS 同富豪 XC90 嘅 Premium ADAS 喺功能上有啲差異,如果你比較重視主動安全嘅話,可以仔細比較下兩者嘅功能列表。

馬自達 CX-9 採用 FWD 驅動方式。
富豪 XC90 採用 FWD 驅動方式。
兩款車嘅驅動方式一樣,都係 FWD,日常駕駛感受唔會有太大區別。

馬自達 CX-9 保修 5 年/150,000km,保養間隔 每 10,000km 或 6 個月。
富豪 XC90 保修 5 年/無限里程,保養間隔 每 10,000km 或 6 個月。

總括嚟講,馬自達 CX-9 同富豪 XC90 都係馬來西亞市場好好嘅車型。揀邊架,關鍵仲要睇你嘅個人需求同預算。建議大家做足功課,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。

車型概覽

平治S系列 值唔值得睇,第一步唔係望牌子或者外形,而係睇佢能唔能夠配合你嘅香港日常。 呢篇會集中講香港停車場同窄路使用,幫你用買家角度篩走唔適合嘅選擇。
零售價 HK$ 882,328 - 1,011,638、完稅價 HK$ 1,815,000 - 2,115,000 令預算位置更清楚,買家可以先估算月供、保險、泊車同日常開支。
購車價格指南
平治S系列 嘅購車預算可以先由 零售價 HK$ 882,328 - 1,011,638、完稅價 HK$ 1,815,000 - 2,115,000 開始計。香港買車唔只係睇車價,月供、保險、牌費、泊車同能源成本都會影響每月壓力。
如果有幾個版本可揀,可以先將 2026 S 500 4MATIC FL AMG Line(HK$ 2,115,000)、2026 S 500 4MATIC FL(HK$ 1,980,000)、2026 S 450 4MATIC FL AMG Line(HK$ 1,950,000)、2026 S 450 4MATIC FL(HK$ 1,815,000) 放喺同一張清單。日常通勤重視舒適同易用,家庭買家就要優先睇後排、尾箱同安全配置。
核心規格重點

睇 平治S系列 嘅規格,重點唔係背數字,而係理解佢喺香港用車場景會帶嚟咩分別。
381 Ps / 280 kW / 449 Ps / 330 kW、500/560 N·m 嘅輸出,令高速併線同短距離超車更有信心。 車長 5289/5320 mm、車闊 2109 mm、車高 1503 mm 可以幫你預判商場停車場、屋苑車位同後排腿部空間。 手自一體(AT)、前置四駆 會影響起步順滑度、濕地穩定感同長途巡航性格。
優缺點分析
平治S系列 嘅優點唔需要講到天花龍鳳,真正有價值係佢能唔能夠令日常用車更省心:預算位置清楚,方便同同級車直接比較、動力輸出對高速同上斜更有底氣、空間同車身尺寸方便家庭買家預判實用性。
要留意嘅係,要先確認屋苑、公司或常去商場嘅充電條件、香港停車場同窄路使用要留意車身闊度。呢啲唔一定係缺點,但係落訂前應該先諗清楚。
買家常見問題
買 平治S系列 之前,真正要問嘅唔係單一規格,而係佢可唔可以融入你每日嘅生活節奏。
常見疑問係「Mercedes-Benz S-Class 體型咁大,出入舊區或者狹窄停車場會唔會好難操控?」簡單講,雖然 Mercedes-Benz S-Class 車身長度超過 5 米,但配備咗後軸轉向系統,後輪轉向角度高達 10 度。呢個功能令迴轉直徑縮減到 11 米以內,即使喺中環舊式多層停車場或者窄路掉頭,靈活性同 A-Class 差唔多,大幅減低咗駕駛壓力。 放到實際用車,就係要睇佢對通勤、泊車、家庭乘坐同長期成本有幾大幫助。
同級對比內容
將 平治S系列 放入同級車清單時,唔建議只用外形或者品牌光環決定。比較順序可以係:先用 零售價 HK$ 882,328 - 1,011,638、完稅價 HK$ 1,815,000 - 2,115,000 鎖定預算圈、再睇動力係咪足夠應付高速併線同滿載、最後睇車身大小、座位同尾箱是否適合家人。
咁樣篩選會貼近香港買家真實生活:平日塞車、商場泊車、周末去新界、甚至一家人出入,先係一部車每日要面對嘅考驗。
用車全周期指南
擁有 平治S系列 最重要係先諗清楚充電節奏。屋苑、公司或者常去商場只要有穩定充電選項,電動化用車就會容易相處好多。
如果你主要喺市區行,視野、低速順滑度同泊車輔助會好影響心情;如果經常行高速或跨區,座椅舒適度、隔音同動力從容感會更重要。

車型概覽

比亞迪M9 值唔值得睇,第一步唔係望牌子或者外形,而係睇佢能唔能夠配合你嘅香港日常。 呢篇會集中講家庭乘坐、行李同舒適度,幫你用買家角度篩走唔適合嘅選擇。 近期市場討論到「比亞迪又一款MPV即將登陸香港?【2026香港車博會】」,代表呢類車型仍然有一定關注度。
售價仍待確認,買家可以先把佢放入候選名單,等價格落實後再同同級車逐項比較。
購車價格指南
比亞迪M9 目前售價仍未清晰,較理性嘅做法係先睇版本、車身大小同動力形式,等價格落實後再決定值唔值得落訂。
如果有幾個版本可揀,可以先將 2026 標準版(價格待確認) 放喺同一張清單。日常通勤重視舒適同易用,家庭買家就要優先睇後排、尾箱同安全配置。
核心規格重點

睇 比亞迪M9 嘅規格,重點唔係背數字,而係理解佢喺香港用車場景會帶嚟咩分別。
比亞迪M9 現階段最值得留意係車型定位同版本方向,詳細取捨應該等價格同規格更清楚再作決定。
優缺點分析
比亞迪M9 嘅優點唔需要講到天花龍鳳,真正有價值係佢能唔能夠令日常用車更省心:車型定位清楚,適合作為同級比較起點。
要留意嘅係,售價未清晰前唔應該太早用性價比落結論。呢啲唔一定係缺點,但係落訂前應該先諗清楚。
買家常見問題
買 比亞迪M9 之前,真正要問嘅唔係單一規格,而係佢可唔可以融入你每日嘅生活節奏。
如果你重視家庭乘坐、行李同舒適度,可以先問三件事:每日泊車會唔會麻煩、家人坐得舒唔舒服、長期開支係咪喺預算內。
同級對比內容
將 比亞迪M9 放入同級車清單時,唔建議只用外形或者品牌光環決定。比較順序可以係:先等售價落實,再決定佢應該同邊個級距比較。
咁樣篩選會貼近香港買家真實生活:平日塞車、商場泊車、周末去新界、甚至一家人出入,先係一部車每日要面對嘅考驗。
用車全周期指南

擁有 比亞迪M9 唔係買車一刻就完結,之後仲有保險、輪胎、保養、泊車同日常能源成本要處理。
如果你主要喺市區行,視野、低速順滑度同泊車輔助會好影響心情;如果經常行高速或跨區,座椅舒適度、隔音同動力從容感會更重要。

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.

車型概覽

長安CS75 Plus iDD 值唔值得睇,第一步唔係望牌子或者外形,而係睇佢能唔能夠配合你嘅香港日常。 呢篇會集中講值唔值得繼續觀望,幫你用買家角度篩走唔適合嘅選擇。
售價仍待確認,買家可以先把佢放入候選名單,等價格落實後再同同級車逐項比較。
購車價格指南
長安CS75 Plus iDD 目前售價仍未清晰,較理性嘅做法係先睇版本、車身大小同動力形式,等價格落實後再決定值唔值得落訂。
如果有幾個版本可揀,可以先將 2023 1.5T 150km 前驅版(價格待確認) 放喺同一張清單。日常通勤重視舒適同易用,家庭買家就要優先睇後排、尾箱同安全配置。
核心規格重點

睇 長安CS75 Plus iDD 嘅規格,重點唔係背數字,而係理解佢喺香港用車場景會帶嚟咩分別。
28.39 kWh 嘅電池容量,真正意義係可以幫你估算一星期通勤同周末出車要唔要中途補電。 170 Ps / 125 kW / 110 kW、260/330 N·m 嘅輸出,令高速併線同短距離超車更有信心。 車長 4710 mm、車闊 1865 mm、車高 1710 mm、軸距 2710 mm 可以幫你預判商場停車場、屋苑車位同後排腿部空間。 三離合電駆、前置前駆 會影響起步順滑度、濕地穩定感同長途巡航性格。
優缺點分析
長安CS75 Plus iDD 嘅優點唔需要講到天花龍鳳,真正有價值係佢能唔能夠令日常用車更省心:電池同續航資訊有助安排通勤同補電、動力輸出對高速同上斜更有底氣、空間同車身尺寸方便家庭買家預判實用性。
要留意嘅係,要先確認屋苑、公司或常去商場嘅充電條件、香港停車場同窄路使用要留意車身闊度。呢啲唔一定係缺點,但係落訂前應該先諗清楚。
買家常見問題
買 長安CS75 Plus iDD 之前,真正要問嘅唔係單一規格,而係佢可唔可以融入你每日嘅生活節奏。
常見疑問係「長安 CS75 Plus iDD 適唔適合香港家庭與長途出行?」簡單講,長安 CS75 Plus iDD 空間大、續航長、舒適靜謐,適合香港家庭與長途旅行。 放到實際用車,就係要睇佢對通勤、泊車、家庭乘坐同長期成本有幾大幫助。
同級對比內容
將 長安CS75 Plus iDD 放入同級車清單時,唔建議只用外形或者品牌光環決定。比較順序可以係:先等售價落實,再決定佢應該同邊個級距比較、再睇動力係咪足夠應付高速併線同滿載、再比較能源成本同補能便利、最後睇車身大小、座位同尾箱是否適合家人。
咁樣篩選會貼近香港買家真實生活:平日塞車、商場泊車、周末去新界、甚至一家人出入,先係一部車每日要面對嘅考驗。
用車全周期指南
擁有 長安CS75 Plus iDD 最重要係先諗清楚充電節奏。屋苑、公司或者常去商場只要有穩定充電選項,電動化用車就會容易相處好多。
如果你主要喺市區行,視野、低速順滑度同泊車輔助會好影響心情;如果經常行高速或跨區,座椅舒適度、隔音同動力從容感會更重要。

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。

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。

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。

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。

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。

[First Commercial Vehicle Network Original]
Since the beginning of this year, Foton Motor's overseas business has continued the strong growth trend of last year, and the "Comprehensive Internationalization" strategy has entered a new phase.
In May 2026, Foton Motor's total sales exceeded 58,000 units, up 17.3% year-on-year; among them, overseas sales broke through again, with a single-month sales volume of 18,000 units, up 64.3% year-on-year. Cumulative sales from January to May reached 89,000 units, up 38% year-on-year, continuing to lead China's commercial vehicle exports. This report card is not only a rise in numbers but also the inevitable result of its years of adhering to strategic stability and deepening localized operations, marking that Foton's globalization process has steadily entered the harvest period of high-quality development.
For details, please refer to the latest report brought by First Commercial Vehicle Network.
Structural Growth Drives May Sales to New Highs
In May, Foton Motor's overseas single-month sales exceeded 18,000 units, up 64.3% year-on-year, continuing to lead the Chinese commercial vehicle overseas export industry. Cumulatively, from January to May 2026, Foton's total overseas exports exceeded 89,000 units, up 38% year-on-year, maintaining strong growth momentum on the basis of last year's high base, showing the resilience and vitality of its global market layout. This series of positive signals has laid a solid foundation for achieving its annual overseas goals.

Behind the high growth is the continuous optimization of the export structure and the full-scale effort of high-value-added models. The May data continued the strong momentum of the previous high-end transformation, among which the high-end product line represented by Auman heavy trucks grew particularly outstanding. In May, driven by large order deliveries in strategic markets such as Africa and Central Asia, the Auman heavy truck product line's growth also reached a new high. In addition, Foton Cavan CAVAN C1 recently appeared at the German IFAT Exhibition, receiving high attention from the European market, and also added support for the export of high-end new energy products.
From the perspective of regional markets, Foton's global map presents a gratifying situation of "blooming in multiple points and comprehensive breakthroughs". The high-end strategy in the European market has shown initial results. With the brand effect brought by the TUNLAND V9 pickup winning international awards, as well as the batch delivery of electric light trucks in Spain, European orders continued to maintain high growth from January to May. In Africa, with the successive delivery of the Dangote Group's order of more than a thousand trucks in Nigeria, and the capacity release of the local factory in South Africa, Foton has become a key participant in infrastructure construction and logistics transportation in that region. This full-spectrum breakthrough from points to surfaces, from traditional power to new energy, makes the foundation of Foton's overseas market growth more solid.
Localization Operations Build Competitive Barriers
The secret to sales continuously leading lies in Foton's deep insight into overseas market laws and the solid cultivation of "long-termism". Unlike simple trade models, Foton takes "putting global scenarios into the database" as the origin of product competitiveness. Relying on overseas technology centers spread across the globe, Foton has established a "Global Adaptability Compendium" covering 59 countries and 140 high-frequency markets, transforming 16 typical scenarios such as high temperature, high cold, and dusty into technical standards of 49 key modules and 91 quantitative performance elements, thereby ensuring that every product launched overseas can accurately adapt to local complex working conditions and user habits.

This R&D model based on big data and scenario-driven makes Foton thoroughly say goodbye to "passive fire-fighting" style after-sales rectification. For example, for the heavy load and long downhill operating conditions in the African market, Foton started from selection and verification requirements and provided a complete solution for heavy truck models; and in the high-temperature desert environment in Saudi Arabia, by optimizing the air conditioning system and thermal management scheme, the cooling effect of the bus was significantly improved. It is this extreme pursuit of details that made Foton products win the trust of global top customers such as Dangote Group and Central Asian port operators, continuously winning thousand-level large orders, and converting technical standards into real market share.
More critically, Foton's localization operations have been upgraded from "product adaptability improvement" to "whole industry chain rooting". Whether in manufacturing bases in Brazil and Thailand, or KD factories in South Africa and Saudi Arabia, Foton has not only achieved localized production but also driven the full localization of supply chains, services, and talent. In South Africa, relying on the Port Elizabeth factory, Foton provided customized heavy truck and pickup products for the local area; in Thailand, the launch of the 2000th heavy truck marked that it had deeply integrated into the local logistics system. In March this year, Foton and COSCO SHIPPING Special Carriers established a joint company to build a self-controllable sea transport supply chain system, further consolidating the logistics base for global development. This deeply bound industrial ecosystem effectively avoids trade barriers and builds a "moat" that competitors find difficult to replicate in the short term.

"Comprehensive Internationalization" Strategy Leads to Accelerate towards World-Class Commercial Vehicle Enterprises
From "Product Going Global" to "Brand Going Global", and then to "Ecosystem Going Global", Foton Motor's clear strategic path is the key to its continuous leadership in the industry. Facing global industrial changes, Foton firmly promotes the "Comprehensive Internationalization" strategy, positioning overseas business as the core growth pole and giving resource allocation. Since 2026, Foton has steadily promoted strategic execution, achieving rapid response to global market demands by strengthening the collaborative efficiency of market, product, service, and technology platforms.
Looking to the future, Foton's global layout is still pushing towards depth—in the industrial end, the local factories in key markets such as Indonesia and Saudi Arabia will accelerate production, and the local matching ratio of key components will also be further improved. This not only helps reduce production costs and risks but also deeply integrates into the local industrial chain, transforming from a purely vehicle enterprise to a provider of regional traffic solutions. At the same time, Foton is actively collaborating with excellent domestic supply chain partners to "go out together" and jointly build a more resilient global industrial system.
In terms of technology and products, Foton's "Comprehensive New Energy" and "Comprehensive Intelligentization" strategies are accelerating to extend overseas. Relying on independent three-electric core technologies, Foton is accelerating the promotion of electric, hybrid, and fuel cell commercial vehicle products' overseas coverage, and deeply integrating intelligent technologies with local needs. From the pure electric light truck eMiler listed in Singapore and the new generation medium truck Auman D series, to the TUNLAND V series hybrid pickups landing in Europe, Foton's high-end and new energy product matrix has been implemented in multiple overseas regions. Recently, the Foton brand officially landed in Suriname, further improving its strategic layout in Central America and the Caribbean. It can be foreseen that with the continuous promotion of the strategy, Foton will not only lead in sales volume but also occupy a more core position in the global commercial vehicle value chain.
Concluding Remarks
Looking back from the bright performance in May, Foton Motor's globalization journey has entered the fast lane. It has proved by practice that Chinese commercial vehicle enterprises are fully capable of competing with international giants on the global stage with technological innovation and systemized operations. Time has passed half of 2026, and Foton's overseas business is going towards the annual goal with an irresistible momentum.

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.


由 1955 年誕生至 2026 年,上海汽車工業由無到有、由弱轉強。喺「懂車更懂你」理念指導下,形成自主同合資、乘用同商用、海內同海外「萬馬奔騰」嘅局面。
2026 年 5 月 28 日,上汽集團「全球第一億位用戶交車儀式」喺上海北外灘世界會客廳舉行。上汽旗下十多個整車品牌、十九款車型,以「全球接力交付」嘅方式聯動全球,上汽集團因此成為首個累計產銷量突破一億輛嘅中國汽車企業,鑄就新嘅里程碑。

1955 年,上海內燃機配件製造公司成立,上海汽車工業由此起步。1958 年,工人用榔頭敲出第一輛「鳳凰牌」轎車,實現上海轎車製造「零嘅突破」。七十多年來,上汽親歷並推動咗中國汽車工業由無到有、由弱轉強嘅全過程:1983 年桑塔納下线,開啟合資合作;1997 年上海通用成立,創造 23 個月建廠出車嘅「上海速度」;2006 年自主品牌榮威誕生,2016 年推出全球首款互聯網汽車榮威 RX5;2020 年智能電動品牌智己汽車成立。

貫穿呢一征途嘅,係上汽始終秉持嘅「懂車更懂你」用戶理念。由桑塔納國產化共同體到合資 2.0 技術共創,由互聯網汽車到全線控底盤、固態/半固態電池、AI 大模型上車——每一次跨越,都係「懂車」能力嘅進階,都係「懂你」初心嘅一脉相承。

上汽集團全球第 100,000,000 位用戶交付 智己 LS9 Hyper
上汽集團第一億輛交付嘅車型為智己 LS9 Hyper,佢可謂係上汽七十多年技術積澱嘅集大成之作:佢配備咗下一代底盤技術,擁有同級首發嘅全線控四輪轉向系統;下一代智駕硬件,包括 520 線超視域激光雷達同英偉達 Thor 芯片;下一代三電系統——全域 800 伏高壓平台同恆星超級增程。呢款車仲全面預留咗面向 L3 及以上高級智駕持續進化嘅能力。同時,智己 LS9 Hyper 首次採納咗上汽金標颶風三電機,跻身百公里加速 3 秒俱樂部;仲聯合紫金山實驗室,全球首發「內生安全」技術,將汽車安全邊界由「物理安全」拓展至「資訊同系統安全」,係 AI 時代嘅必備安全基石。

一億輛背後,係上汽涵蓋整車、零部件、移動出行同服務、金融、國際經營、創新科技六大板塊嘅全價值鏈閉環。2026 年 1-4 月,上汽累計銷售 130.2 萬輛,連續四個月位居中國車企銷量冠軍。其中自主品牌銷量 91 萬輛,佔比近 70%;新能源車銷售 41.2 萬輛;海外市場銷售 45.9 萬輛,同比大漲 50.2%。

交付儀式現場,上汽全品牌、全產品陣列協同發力。自主品牌全線出擊,覆蓋個人出行、家庭生活、商用運營、物流運輸等多元場景。合資品牌集中亮出「合資 2.0」成果:大眾 ID. ERA 9X 將全球首發搭載 Momenta R7 強化學習世界模型;AUDI E7X 計劃成為奧迪全球首款實現 L3 級自動駕駛落地嘅車型;別克至境 E7 基於「逍遙」超級融合架構打造,上市一個月交付破萬台。

由上海主會場出發,交付畫面喺南京、柳州、太原等國內多城同英國、印尼、新加坡等國家接續點亮。呢背後,係上汽全球化布局嘅深厚根基。上汽係中國汽車企業「走出去」嘅先行者:喺海外擁有超 100 個零部件生產基地、超 3000 個經銷商網絡,建成倫敦等 3 大研發創新中心同泰國、印尼、印度、巴基斯坦 4 個生產製造中心;安吉物流擁有各類滾裝船 42 艘,8 條國際航線覆蓋東南亞、歐洲、美洲。如今,上汽產品同服務遍佈 170 餘個國家同地區,海外累計銷量突破 700 萬輛。上汽 MG 連續 11 年蟬聯中國品牌歐洲銷冠,2025 年歐洲年銷突破 30 萬輛,成為首個喺歐洲同英國累計銷量破百萬嘅中國汽車品牌。今年 3 月,MG 喺德國法蘭克福舉辦技術日,全球首發半固態電池同 Hybrid+ 混動技術,Hybrid+ 家族海外單月銷量已突破 2 萬輛。2025 年,上汽發布海外「Glocal 戰略」(全球 + 本土),正加速由「產品出海」邁向「價值鏈出海」,令「中國智造」進一步走向世界。

一億輛係上汽七十多年發展嘅階段性答卷,更係上汽面向智電未來「二次創業」嘅全新起跑線。2014 年,上汽積極落實「發展新能源汽車係我國由汽車大國邁向汽車強國嘅必由之路」嘅重要指示,率先全面轉型。十二年後,從智電轉型嘅「一馬當先」,到自主合資、乘用商用、海內海外嘅「萬馬奔騰」,上汽將不斷以「懂車更懂你」為用戶理念,令科技創新真正惠及每一位用戶。
本文作者為踢車幫 阿來

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。

On June 1, Great Wall Motor released sales data for May 2026. New car sales for the month were 100,399 units, a slight decrease of 1.79% compared to the same period last year. However, looking at the cumulative performance from January to May, total sales reached 475,815 units, a 3.64% year-over-year increase. The cumulative growth rate has turned positive, and the core business remains solid.
The domestic passenger car market overall faced pressure in May, with only a few top domestic brands achieving month-over-month growth. In this environment, Great Wall maintaining the monthly sales threshold of 100,000 units was not easy in itself. More noteworthy is that behind this report card lie two entirely different growth curves—the rapid progress of the overseas market and the uneven performance among its sub-brands.
The most milestone change in May sales comes from the overseas business. Data shows Great Wall Motor's export volume reached 50,688 units that month, a sharp 46.75% year-over-year increase. The proportion in total sales broke through 50% at 50.49%. In other words, for every two cars sold by Great Wall, one is driven away by overseas consumers. This marks the first time Great Wall Motor's export share exceeds domestic sales, signifying its globalization strategy has officially upgraded from an "added bonus" to "half the market".
Looking at the entire domestic brand camp, exports are becoming the common growth pole for all top automakers. In May, Chery's export share was as high as 73.39%, while BYD reached 41.89%. Great Wall entered the first tier of exports with a share exceeding 50%. According to the 2026 overseas sales target of 600,000 units set at the beginning of the year, 231,300 units were completed in the first five months, the progress bar pulled to about 38.6%. Considering the second half of the year is usually the peak season for overseas delivery, the pressure to complete the annual target is not great, and there might even be a possibility to increase it.
From the perspective of regional layout, Great Wall's overseas strongholds are concentrated in Eastern Europe, Central Asia, the Middle East, and Southeast Asia. The Thailand factory has achieved localized production and radiates to surrounding areas. The recognition of models such as Tank and Pickup in the Middle East market continues to rise. From "Product Going Global" to "Ecosystem Going Global", Great Wall's globalization story is moving from quantitative change to qualitative change.
02 Brand Differentiation: WEY and ORA Surge, Haval and Tank Under Pressure
Beneath the total volume of 100,000 units in May, the performance divergence among the five major brands is significant.
WEY sold 8,119 units that month, a 31.78% year-over-year increase. As the high-end representative of Great Wall, WEY gradually opened the high-end market with configuration upgrades on models such as Gaoshan and Lanshan (such as Coffee AI Sound audio, new smart cockpit). ORA even welcomed a highlight moment. May sales were 6,018 units, skyrocketing 206.88% year-over-year. Although the base last year was low, such double-digit growth still indicates that ORA's brand recognition in the pure electric compact car market is accelerating its return.
GWM Pickup continues to play the role of a "stabilizer", selling 13,628 units in May. The Great Wall Cannon series continues to lead the sub-market.
At the other end of the growth spectrum, the two pillar brands Haval and Tank are both under pressure. Haval sold 55,478 units in May, a 3.84% decline year-over-year. Although the volume is still the largest, this downward signal is worth being alert - the compact and mid-size SUV market is experiencing a fierce impact from new energy competitors. Tank brand sold 17,067 units in May, a significant 18.34% drop year-over-year. The demand for the hard-core off-road market has obvious cyclical characteristics. After the explosive growth in the early stage, it has entered a rational correction interval, which belongs to normal fluctuations, but it also reminds Tank to accelerate product iteration and new energy steps.
In addition, Great Wall Motor has previously clearly stated that in 2026 it will focus on terminal channel upgrades, product matrix enrichment, and brand awareness enhancement. From the brand performance in May, the implementation of this strategy has become imperative.
03 New Energy and New Car Rhythm: Accumulating Power for Launch
On the new energy track, Great Wall Motor sold 30,447 new energy vehicles in May. Horizontal comparison with peers—BYD's single-month new energy has exceeded 350,000 units, Geely broke through 130,000 units, and Chery also passed the 100,000 unit threshold—Great Wall still has considerable catching-up space in the new energy segment. ORA's high growth is gratifying, but the absolute volume is relatively small, and its structural contribution to the entire group is limited.
On the product front, May was exactly the intensive landing period for multiple heavy new cars from Great Wall. WEY flagship six-seat SUV "V9X" went on sale on May 18. Relying on the positioning of the first mass-produced model of the Guiyuan S platform, dual VLA large model AI agents, and hard-core configurations such as standard rear-wheel steering + dual-chamber air suspension for the entire series, it bears the task of breaking through the brand upward. Haval Mongoose PLUS went on sale on May 15. With "5-seater + 7-seater" dual layout, Hi4 electric four-wheel drive, and up to 255km CLTC pure electric range, it focuses on the 160,000-200,000 yuan boxy SUV market. These new cars take time from listing to batch delivery. May data has not fully reflected their contribution. True volume increase may have to wait until the second half of the year.
04 Financials and Strategy: Short-term Pain, Long-term Layout
Beyond sales, Great Wall Motor's Q1 2026 financial data also reflects the pain of the transformation period. Q1 revenue grew year-over-year, but net profit attributable to the parent company was only 945 million yuan, a significant 46.01% drop year-over-year. The company explained that the decline in net profit was mainly affected by exchange rate fluctuations brought by last year's same period exchange gains, which is a non-recurring factor.
More importantly, the long-term layout at the strategic level. In January this year, Great Wall officially released the Guiyuan Vehicle Platform. This platform is compatible with five power forms: fuel, hybrid, plug-in hybrid, pure electric, and hydrogen fuel cell. The parts universality rate is as high as 80%. The unification of this underlying capability will provide systematic advantages for subsequent model cost control and product iteration, which is the core chip for Great Wall to cope with competition in the next five years.
From an industry perspective, the Chinese auto market in May 2026 has clearly presented a structural characteristic of "weak domestic demand, strong exports". Great Wall Motor proved itself occupying a favorable position in this wave of going global with an export share exceeding 50%. In the second half of the year, with the continuous volume increase of overseas markets, the delivery ramp-up of domestic new cars, and the further effort of new energy products, whether Great Wall can achieve a double breakthrough in total volume and structure is worth continued attention.
May's 100,000 unit sales volume is a passing paper, but also a differentiated test paper. Overseas market surpassed domestic for the first time, writing new coordinates in Great Wall's globalization process; WEY and ORA's high growth provided imaginative space for brand upward; Haval and Tank's decline sent a clear signal that competition upgrades must be accelerated.
"If you don't go global, you're out" is becoming a true portrayal of the 2026 Chinese auto market. Great Wall gave its own answer with an export share exceeding half. The highlights to watch next are clear: Whether overseas volume can maintain high growth, whether new energy products can break the "low base" label, and whether the new cars launched intensively in May can rapidly ramp up volume at the terminal. The 2026 elimination round continues, and Great Wall has already prepared an extra moat for itself.
