5 月份汽車銷量榜單陸續出爐咗，國內銷量格局基本已定，冇咩亮點啦，最關鍵係海外出口急升，比亞迪超過 16 萬輛，緊追奇瑞嘅 18 萬輛。奇瑞係老牌出口大戶，而家好快要被比亞迪反超。

刺激！

關於海外出口，兩者策略唔同，但單睇 5 月份呢個數據，奇瑞暫時守穩咗王座，但比亞迪追得好勁。

奇瑞：「老江湖」嘅底蘊

奇瑞 5 月出口 18.19 萬輛，將其他對手甩離一大截。

奇瑞喺俄羅斯、巴西、中東呢啲地方深耕咗快 20 年，渠道同口碑都好扎實。就好似開飯館，奇瑞係老字號，回頭客穩定，而家口味（產品力）都升級咗，所以銷量一齊爆發咗。

特點：燃油車係主力，亦係攞錢嘅根基，而家新能源亦跟上啦。

比亞迪：「新貴」嘅衝擊

比亞迪 5 月出口 16.06 萬輛，雖然同奇瑞差咗 2 萬多輛，但係呢個增速同勢頭更勁。

比亞迪係全球新能源銷冠，品牌熱度高。尤其喺東南亞（泰國、新加坡）同南美（巴西），比亞迪嘅電動車幾乎係降維打擊，搶咗唔少市場。

特點：全部係新能源，符合未來趨勢，後勁好足。

我哋睇下 5 月國內汽車品牌出口數據，我做咗張表格，更加直觀啲：

吉利今次值得單獨拎出嚟講兩句：

吉利嘅 8.51 萬輛雖然絕對值仲未追上奇瑞同比亞迪，但 184% 嘅同比增速係全場最高嘅。

而係有啲細節特別值得注意：吉利 5 月出口嘅新能源車佔咗 47.9%，成一半都係電車。

呢啲說明吉利唔係單靠油車喺海外衝量，新能源出海已經真正跑落嚟。同比亞迪主要依靠新能源奇瑞主要靠油車形成對比，而家係汽車出海嘅三大主力路線。

另外，吉利旗下嘅極氪 5 月交付咗 34377 輛，同比增長 82%，高端電車出海呢條路行得都幾順。領克 08 EM-P 已經喺哈薩克斯坦上市交付咗，吉利喺海外嘅新能源佈局越來越全面。

簡單總結下而家嘅格局：

奇瑞：總量第一，底蘊深厚，油車係基本盤

比亞迪：總量第二，純電混動雙強，勢頭猛

吉利：增速第一，新能源出海比例最高，潛力大

呢三家而家嘅打法各有特色：奇瑞打「全能牌」，比亞迪打「新能源牌」，吉利打「高端增速牌」。5 月嘅出口排名好清楚咗，但下半年邊個升得快，真係唔好話。

而關於冠軍之爭，本人認為呢場爭奪戰，唔單止係兩個車企打架，其實亦代表咗兩種出海模式：

奇瑞係「全能選手」：油車同電車兩手抓，喺傳統市場根基好深。5 月份呢個月，奇瑞係實打實嘅老大。

比亞迪係「偏科天才」：專攻新能源，喺新興市場勢如破竹。雖然單月仲未超過奇瑞，但 1-5 月加埋，奇瑞出口 75.3 萬輛，比亞迪呢邊仲未出累計數據，但按單月 16 萬算，總量差距喺快速縮細。

打个比方：就好似一場足球賽，奇瑞係傳統強隊，上半場（過去幾年）一直領先，防守穩固；比亞迪係擁有頂級前鋒（電動車技術）嘅新貴，正喺瘋狂進攻。

目前比數雖然奇瑞領先，但比賽仲遠未結束。只要比亞迪保持呢個增速，今年年尾「一哥」嘅位子係邊個坐，真係唔好話。

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。

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。

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。

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。

Recently, we learned from official sources that Changan Qiyuan will fully enter the Thai market on May 28. The brand will showcase its entire lineup collectively in overseas markets, and the major launch of the all-new Q05 will also make its overseas debut.

It is reported that NEVO Q05 is the overseas version of Changan Qiyuan Q05. Following the NEVO Q05 launch in Thailand on May 28, NEVO will accelerate its expansion from China to Southeast Asia, Central Asia, Europe, and more global markets. This June, NEVO will enter the Uzbekistan market; in August, it will enter relevant markets in Indonesia and Central and South America; in October, it will further enter relevant countries and regions in Europe to enhance global competitiveness.

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.

Have you ever seen the roads in India?

I've seen them online.

The scene is usually like this: a sedan blocked behind a cow, motorcycles running wild nearby, even milk tea vendors nearby, so "clean and hygienic".

However, in a place where many feel physically uncomfortable after watching, Toyota, Suzuki, Honda and other Japanese car companies decided to bet on India.

According to the Indian "Brand Quality Foundation" website, the three car companies will invest nearly $11 billion to build factories, increase capacity, and develop exports in India.

Some netizens commented: Did the three Japanese car companies have too much money?

In fact, they didn't have endless money to spend, nor were they bewildered by Indian curry. These Japanese car executives are much clearer than us.

Current Japanese car revenue and market share are declining. Raw material costs are soaring. Looking at the world map, finding a market that can accommodate capacity, expand share, and has gentle competition is not easy.

So, it wasn't that Japanese car companies chose India, but because they had no choice.

The Pain of Japanese Car Companies

Past Japanese cars were truly the envy of others.

Ask old drivers who drove Japanese cars over ten years ago, talking about Japanese cars, almost no one doesn't give a thumbs up, cheap price, fuel saving, durable...

Even many Japanese cars needed to be bought at a markup, but who would think this iron fortress would be beaten out of sight in a few short years.

With the wave of new energy vehicles coming, electrification and intelligence became the goal for many domestic car companies to "leapfrog". Relying on China's strong new energy vehicle industry chain advantages and car companies' own persistence on R&D and technology, Chinese independent brands quickly achieved "leapfrogging".

Domestic cars once criticized are now becoming more and more common on the roads, even surpassing joint ventures in share.

According to CPCA data, in April 2026, the share of independent brands reached as high as 62.5%, far exceeding Japan's 13.1%.

You need to know, the Chinese car market is the largest car market in the world. Losing speed in the Chinese market is like losing a huge piece of cake.

Meanwhile, the main theme of the Chinese market in recent years is still price wars. Racing on configuration, price, and service has become a normal state, which also had a huge impact on Japanese cars' profits.

Apart from China, Japanese cars are also not doing well in the US.

On January 20, 2025, Trump swore in as the 47th US President, starting a series of chaotic operations, including imposing additional car tariffs in the name of national security, causing the tariff rate for imported Japanese cars to reach as high as 27.5% at one point. Although it decreased later, it was still far higher than the initial tax rate.

This operation directly led to a tariff loss of over 2 trillion yen for seven Japanese car companies in fiscal year 2025.

Looking at Japan itself, it is actually not easy either.

Middle East geopolitical conflicts blocked shipping in the Strait of Hormuz, transportation costs and raw material costs soared, Japanese car companies also had to suffer in silence.

Executives looking at the reports, their backs went cold, only to find a new growth curve.

So, Japanese car companies didn't fall in love with India, there was nowhere else to go.

Deep Thought on Choosing India

So, what magic does India have, to make Japanese car companies invest heavily?

The first advantage is big. In 2025, the Indian car market achieved 5.517 million new car sales, up 6% year-on-year, breaking the historical record, ranking as the third largest car market in the world, exceeding Japan for four consecutive years, second only to China and the United States.

The value of this doesn't need me to say much. India achieved this result mainly because India has been promoting tax reduction policies to promote consumption, which led to a significant increase in domestic consumption willingness.

The second advantage is close, meaning it is close to places where Japanese cars sell well, such as Africa.

So, India for Japanese car companies is more like a convenience store built in the center of a crossroad. You don't need to ship cars to eight countries separately, just build well at this stop in India, then unload ship by ship, and you can save a lot of costs.

The Nikkei also believes that India is expected to become its global car supply center.

The third advantage is stability. You know, Japanese cars' advantage is fuel cars, after all, the three major components of engines, gearboxes, and chassis, they have played for many years, technology accumulation is number one in the world.

But the Chinese car market has fully promoted electrification and intelligence development, leading to Japanese cars' advantage becoming weaker and weaker, impossible to play out. But India is different, it has the characteristics of few charging piles and slow electrification process. Indian old people buying cars still look for cheap, fuel saving, easy to fix, and these three points are exactly Japanese cars' old trade.

Especially Suzuki, always been India's car market evergreen, almost always sitting on the best-selling model throne, reputation of being worry-free, better than any advertisement.

So, Japanese car companies' vigorous layout of the Indian market is obviously carefully considered.

But, is the Indian market really that easy to mix?

The Hard-to-Bite Indian Market

Of course, India is not perfect like a hot commodity, its disadvantages are as obvious as its advantages, and every one is enough for Japanese car companies to face a hard time.

First talk about electrification. Yes, right now India has few charging piles and electric cars don't sell well, it is indeed a shelter for Japanese fuel cars. But you have to think, how long can this "shelter" avoid?

India previously shouted the slogan of 30% of new cars being electric vehicles by 2030. Although it sounds like bragging, but can't help but they really give subsidies, really build charging stations.

Imagine, what if one day India suddenly wakes up, starts vigorously promoting electrification, doing infrastructure, charging piles popping out like mushrooms after rain, then Japanese cars will be dumbfounded?

Isn't this a version of the Thai market?

Back then Japanese cars in Thailand won easily. The entire Southeast Asian market was called Japanese cars' backyard. Result Thailand took the lead in promoting electrification. Chinese electric vehicles came in, directly became a hot commodity. Look at Japanese cars again, share in Thailand falling down rapidly.

If India accelerates electrification, history will likely repeat, and this time, Japanese cars don't even have a place to flee, how to prevent will become the first problem for Japanese car companies.

Next talk about policy. India's policy is like a pot of curry, you never know if you will eat chicken or potato next time.

This magical country, today low tariff encourages building factories, tomorrow may fine you a huge amount. What's more annoying is mandatory joint venture. Foreign car companies want to sell cars in India, have to find local partners to partner up. When your factory is built, supply chain is done, India directly backstabs you. At that time whether adding money or withdrawing capital, what you get is heartache.

So you see, this market like India is like a mango that looks very sweet, bite the first mouth it's okay, chew two more mouths hit the hard core.

Japanese cars now is calculating, while the core hasn't bit the tooth, hurry up to nibble a few more mouths, but the core will bite sooner or later, just don't know which day.

Epilogue

Japanese cars this trip to India, not go for tourism, is go to make a living.

Chinese and Southeast Asian dining tables are more crowded, production and transportation costs have risen. Looking around the world, only this pot in India is still steaming, even if what is boiling inside is curry-flavored stones, have to bite hard and chew down.

Japanese car companies want to expand market, India wants to pull economy, solve employment, both sides have their own thoughts.

As for the ending is Japanese cars in India regain their glory, or like past competitors shamefully walk away, then is not known.

But no matter how, this play just started, we slowly watch is okay.

Anyway India's story, never bored.

兄弟姐妹們，今日講一個出海嘅大新聞——唔係賣車，係賣「司機」。6 月 2 號，文遠知行同 Uber 聯合宣佈咗一件事：計劃喺西班牙馬德里推出該國首個商業化 Robotaxi 試點服務。意思就係：西班牙人好快就可以用 Uber 叫到一台冇司機嘅出租車。呢次係文遠知行同 Uber 第一次一齊進入歐洲市場。馬德里亦成為文遠知行 Robotaxi 駛入嘅全球第十二個城市。

官方消息話，喺馬德里自治區政府嘅支持下，呢項服務今年內就會正式啟動。到嗰陣，馬德里嘅朋友哋打開 Uber App，就有一鍵呼叫文遠知行嘅 Robotaxi。同叫普通網約車一樣，分別係嚟嘅車冇駕駛員——至少喺初期，仲係有分別嘅。運營初期，車入面會配備經過專業培訓嘅安全員，終究係剛上線，穩妥第一。

文遠知行呢間公司，你可能聽過，也可能冇聽過。簡單介紹下：2017 年成立，一直埋頭搞 Robotaxi 技術研發同商業化。而家佢嘅 Robotaxi 已經覆蓋咗廣州、北京、新加坡、阿布達比、迪拜、利雅得、蘇黎世……加埋而家嘅馬德里，一共 12 個城市。西班牙亦係文遠知行進入嘅第五個歐洲市場——之前已經入咗瑞士、法國、比利時、斯洛伐克。按照文遠知行同 Uber 喺 2025 年 5 月達成嘅規劃，佢哋要喺五年內新增 15 個國際城市部署 Robotaxi 服務，全球部署數萬輛 Robotaxi。隨著馬德里落地，目前已經完成咗 4 個城市嘅佈局，仲有 11 個會喺 2030 年前陸續覆蓋。

講真嘅，中國自動駕駛公司出海唔係頭一回，但中國技術 + 全球出行平台 + 歐洲市場呢個組合，定係好有意思。馬德里係歐洲最具商業潛力嘅 Robotaxi 市場之一，人口多、出行需求大，當地政策都好友善。喺呢個市場站穩腳根，對文遠知行嚟講係個唔小嘅里程碑。對 Uber 嚟講，引進 Robotaxi 都係為咗降低成本——終究司機唔使發人工。對馬德里市民嚟講，以後打車可能更平。

May 28, 2026, Shanghai North Bund World Living Room. When the lights of the IM LS9 Hyper illuminated, when the scenes of global relay delivery were transmitted back to the main venue from London, Jakarta, Singapore, SAIC Motor Group officially became the first automotive group in the history of China's automotive industry to achieve cumulative production and sales of 100 million vehicles.

100 million vehicles, can be said to be SAIC Motor Group's "scorching memory" accumulated step by step over 70 years.

From 1958 when a hammer tapped out the Phoenix brand, to 2026 when the first 100 millionth IM LS9 Hyper went off the assembly line; from the tapping and banging of small alley factories to roaming across over 170 countries and regions worldwide. With original aspiration, craftsmanship, sincerity, unity, and ambition, SAIC has carved a mark unique to itself in the history of China's automotive industry development.

Original Aspiration — Adhering to Industry, Unwavering

What is a scorching original aspiration? It was 1958, when workers hammered out Phoenix brand cars bit by bit in an alley workshop.

Fenders were tapped by hand, roofs were tapped by hand, arms were swollen and couldn't be raised, but they gritted their teeth and hammered out the "zero breakthrough" in Shanghai's car manufacturing. In 1959, Premier Zhou tried the Phoenix brand and said: "It's still a problem of level!" This sentence became the motivation for SAIC people to keep catching up.

By the 1980s, during the assault on Santana localization, Comrade Zhu Rongji decided "Never engage in 'replacing vegetables'." SAIC gathered city-wide strength to crack key components, boosting localization rate from 2.7% to 80%, proving the quality of Chinese manufacturing with world standards.

In 1991, when Deng Xiaoping inspected Shanghai Volkswagen, he said with passion: "You can produce 1 million cars." At that time, no one expected that today SAIC Motor Group has already stood on the steps of 100 million vehicles.

And in today's intelligent electric wave, SAIC Motor Group still insists on self-developed semi-solid-state batteries, drive-by-wire steering, and Large AI Models. Build good cars, hold core technologies in your own hands — this original aspiration of serving the nation through industry has never cooled for 70 years.

The first 100 millionth IM LS9 Hyper is equipped with full drive-by-wire steering, NVIDIA Thor Chip, and endogenous security technology, which is exactly the echo of original aspiration in the new era.

Craftsmanship — Refine Quality, Polish Products

What is a scorching craftsmanship? It was during Santana localization, when German experts taught technology hand-in-hand, and Chinese workers learned technology day and night. Chinese and foreign employees respected each other and progressed together, only to polish a product that "jumped straight to international level".

In 1994, Comrade Wu Bangguo wrote an inscription for SAIC: "Strive for Perfection". These four words have become the imprint of SAIC's quality culture since then, carved into every component, every process, every vehicle.

In 1998, Yanfeng Company supplied bumpers for Shanghai General Motors. The first batch of products all met international standards, but the client raised higher requirements. Yanfeng leaders did not hesitate, and cut off that qualified bumper on the spot: "What the customer does not want must be cut off!" Three months later, more advanced technology was born. This near-obsessive pursuit of quality runs through SAIC Motor Group's 70-year manufacturing history.

Even entering the new energy era, that spirit of "Striving for Perfection" has never slackened. The development of Magic Cube Battery is a microcosm of this. To ensure safety, it underwent extreme tests with 6 times the national standard, maintaining a record of zero spontaneous combustion and zero thermal runaway since production, and in 2024 won the Second Class Award of National Science and Technology Progress.

From 60,000-level Roewe i6 to 500,000-level Cadillac Kaiweide, every car carries SAIC's craftsmanship heritage. MG4 globally launched semi-solid-state battery for the first time, Buick Zhijing E7 created "Children's Full Score Cockpit" — craftsmanship is the common language of all brands under SAIC Motor Group.

Sincerity — Give Back to Users, Trust is Not Failed

100 million vehicles mean 100 million times user choice, 100 million pieces of trust entrusted. Faced with this heavy trust, SAIC Motor Group responded with scorching sincerity. It used real "Technology Equity" to give the best technology to the most ordinary people. This is exactly SAIC Motor Group's core philosophy of "Knowing Cars and Knowing You": Knowing cars is the extreme pursuit of technology; knowing you is to land every piece of cutting-edge technology accurately into a perceptible and enjoyable beautiful mobility experience for users.

From 60,000-level Roewe i6 standard equipment with 8155 Chip and Doubao Large Model, to 150,000-level Hujing S standard equipment with Huawei Qianshun AD Pro ADS Pro Enhanced Version and HarmonyOS Cockpit, SAIC has changed high-level smart experience from luxury car exclusivity to mass standard. High-level intelligence is no longer tightly bound to high prices, this is that sincerity of knowing you landing.

Consumers responded with choices. Luo Zhenyu, founder of GetApp, became the 001st Experience Officer of Hujing S, charity blogger Liu Jia was gifted Zhijing E7 for protecting mountain children, former national player Yang Chen, London intern doctor Natalia, family Cao Kailiang... Every user story is saying the same sentence: "You understand me."

Behind 100 million vehicles are 100 million such voices. SAIC Motor Group used sincerity to turn "Knowing You" from an exclamation into a daily routine.

Unity — Join Forces Together, A Wall of Strength

What is scorching unity? It was the Santana era, Chinese and foreign employees exchanged coffee, celebrated New Year together. German experts taught technology, Chinese workers learned technology, respecting each other and progressing together. "Shared Beauty" has been written into SAIC Motor Group's genes since then.

SAIC Motor Group never builds "Ecological Islands".

From the Santana localization community in the 1980s to renewing with Volkswagen early in 2024 until 2040, opening the Joint Venture 2.0 era; from launching Shangjie with Huawei, co-creating smart driving deeply with Momenta, to building Internet cars with Ali Zebrant, cooperating with ByteDance Doubao for Large AI Models, making phone-vehicle interconnection with OPPO — SAIC's ecosystem is like a grassland with ten thousand horses galloping, inclusive of all runners.

The 100 millionth user was precisely Momenta CEO Cao Xudong. Partners became car owners, not a coincidence, but the most vivid proof of "Unity".

Cao Xudong said: "IM and Momenta have been 'Founding Lighthouse Partners' from the very beginning of brand birth, back-to-back, heart-to-heart." Now, Audi E7X will become Audi's globally first vehicle to implement L3 Level Autonomous Driving landing. ID.ERA 9X globally launched first with Momenta R7 Reinforcement Learning World Model. Unity allows SAIC to go from "Running Behind" to "Running Side-by-Side", then to "Defining Standards".

Ambition — Innovate and Open Up, Embark on a New Journey

What is scorching ambition? In 2014, when State Leaders inspected SAIC Motor Group, they pointed out: "Developing New Energy Vehicles is the only way for China to move from a big automotive country to a powerful automotive country." This sentence pointed the direction for SAIC Motor Group — not only to get bigger and stronger in China, but more to walk into the center of the world stage. Twelve years later, SAIC Motor Group gave the loudest answer with 100 million vehicles.

Along this road, SAIC Motor Group released the overseas "Glocal Strategy" in 2025 — Global + Local, moving from single product export to systematic globalization, deep localization, and full-scenario commercial solution output. From "Borrowing Ships" to "Building Ships", from "Product Going Overseas" to "Value Chain Going Overseas", every step is widening the boundaries of ambition.

Now, ambition bears fruits. MG has been champion of Chinese brands in Europe for 11 consecutive years. In 2025, European annual sales broke 300,000 vehicles, becoming the first Chinese automotive brand to break one million cumulative sales in Europe.

Anji Logistics owns 42 RoRo ships, 8 international routes covering Southeast Asia, Europe, Americas — Chinese cars finally have their own "Ocean Fleet".

Semi-solid-state battery, Hybrid+ Hybrid Technology globally launched for the first time, won high praise from European media in Frankfurt, technology began to output in reverse.

And the first 100 millionth delivered IM LS9 Hyper is the collector of this ambition. It is not the end, but the starting line of SAIC Motor Group's "Second Startup".

In January-April 2026, SAIC Motor Group's overseas sales rose 50.2% year-on-year, it used solid growth to drive "Chinese Intelligence Manufacturing" to every corner of the world.

Conclusion

100 million vehicles, SAIC Motor Group used 70 years to write the most heavy stroke in China's automotive industry. And these five hearts are the simple base color displayed by this enterprise.

Numbers will be constantly refreshed, but the 70-year gathered scorching record of "100 Million" is enough to illuminate every journey in the next 100 million.

Standing at the new starting point of 100 million vehicles, SAIC Motor Group's story has just turned a new chapter.