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。

6 月伊始，各家汽車企業相繼發布了 2026 年 5 月銷量成績單。據乘聯分會 5 月 23 日發布的預測數據，當月國內新能源乘用車零售量預計達 95 萬輛，滲透率約為 62.5%，刷新歷史新高。這一數據進一步印證了電動化轉型持續深化，新能源汽車市場正穩步從“政策驅動”向“市場驅動”過渡。

從具體銷量數據來看，新勢力頭部格局在 5 月出現劇烈分化——零跑汽車以月銷突破 8 萬輛的表現“斷層領先”。與此同時，以比亞迪、長安、吉利等為代表的傳統汽車集團，其自主孵化的新能源品牌也在 5 月呈現集體放量態勢，多品牌矩陣的戰略價值正加速兌現。

新勢力矩陣：零跑 8 萬+“斷層領先”，多品牌齊聚 3 萬檔

5 月新勢力市場格局呈現出鮮明的梯隊化特徵：零跑單月突破 8 萬輛，形成領先優勢；蔚來憑藉三品牌協同，銷量達到 3.77 萬輛；理想、小鵬、小米、問界等品牌則集結在 3 萬—3.5 萬輛區間，構成競爭最激烈的核心戰場。

圖片來源：零跑汽車

零跑汽車成為 5 月毫無爭議的最大亮點。根據零跑官方發布的數據，5 月全系車型交付量達 81569 輛，同比增長 81%，環比增長 14.26%，再度刷新品牌單月交付歷史紀錄，零跑也成為中國造車新勢力中首個單月交付突破 8 萬輛的企業。

從具體車型來看，零跑 A10 單月交付突破 2 萬輛，D19 新增訂單持續維持在萬輛以上，C 系列全球累計銷量已超 80 萬輛。截至 5 月底，零跑前五個月累計交付已突破 30 萬輛。

零跑 2026 年的年度銷量目標為 105 萬輛，這一野心背後是零跑董事長朱江明提出的“2026 年衝刺百萬輛”的戰略目標。隨著 6 月 C 系列煥新、D99 預售及 Lafa5 規模化出海，零跑有望向月交付 9 萬輛的新臺階發起衝擊。

圖片來源：蔚來汽車

蔚來公司在 5 月同樣表現穩健。數據顯示，蔚來 5 月交付新車 37705 輛，同比增長 62.3%，環比增長 28.4%。

蔚來的增長得益於三大品牌協同發力的戰略成效——蔚來品牌交付 20013 輛，同比增長 50.8%；樂道品牌交付 12029 輛，同比增長 91.5%，環比增幅高達 124.8%；firefly 螢火蟲品牌交付 5663 輛，同比增長 53.9%。

從產品層面來看，旗艦 SUV 蔚來 ES8 在 5 月銷售 11475 輛，在 40 萬元以上高端市場保持競爭力。截至 5 月底，蔚來公司今年累計交付 15.05 萬輛，同比增長 68.7%，累計交付總量已達 114.8 萬輛。

理想汽車 5 月交付 33350 輛，截至 5 月底歷史累計交付量已達 170.3 萬輛。理想董事長兼 CEO 李想表示，今年一季度的以來交付量已進入增長軌道，其中理想 i6 連續三個月交付量突破 2 萬輛，穩居純電 SUV 銷量前三；5 月，全新理想 L9 正式發布並開啟交付，L 系列車型進入新一輪換代週期，全新 L9 Livis 發布兩週內訂單量突破 1 萬臺。

圖片來源：小鵬汽車

小鵬集團 5 月交付 32158 輛，環比增長 3.7%，創 2026 年以來月度交付新高。這一增長主要源於現有產品矩陣的持續發力——2026 款 P7+、G6、G9 及 G7 超級增程版等車型已完產能爬坡，MONA M03 在 15 萬元級純電市場保持熱銷。

5 月 20 日，新科技旗艦小鵬 GX 正式上市並開啟交付，提供純電和超級增程兩種動力，共 8 款车型，上市 12 小時大訂達 24863 輛，其中 Ultra 旗艦版佔比超 80%。

小米汽車 5 月交付量持續超過 30000 輛，連續第二個月守穩“三萬+”臺階。小米已從早期 SU7“單品扛旗”演進為 SU7 系列與 YU7 系列雙線並行的產品格局。

截至 5 月底，小米汽車前五個月累計交付量約 14 萬輛，完成全年 55 萬輛交付目標的 25.5%。作為入局僅兩年多的新勢力，小米維持月銷 3 萬 + 的水平已屬不易，但下半年月均交付需達到約 5.5 萬輛才可实现全年目標，挑戰仍在。

圖片來源：鴻蒙智行

2026 年 5 月，鴻蒙智行單月交付量達到了 46122 輛，實現同比、環比雙增長。其中，問界汽車全系車型 5 月交付 34320 輛，環比增長 48.2%，1-5 月累計同比增長 28.7%。

全新一代問界 M9 上市 24 小時大訂突破 20000 臺，並實現發布即交付；問界 M6 上市首月交付突破 20000 臺。

從競爭態勢來看，除零跑之外，其餘幾家新勢力品牌的交付量前後差距並不大，排名隨時可能互換，格局高度動態。從這一“3 萬檔集群”可見，新勢力從“突破 3 萬”到“站穩 4 萬”仍需跨越增長門檻——這既考驗產品矩陣的豐富度，也對供應鏈管理與交付體系提出了更高要求。

自主新能源：多品牌協同發力，步入快車道

在傳統汽車集團加速推進的自主新能源品牌矩陣中，5 月同樣交出了不俗的答卷。從各大整車集團發布的整體數據來看，新能源滲透率穩步提升的趨勢正在轉化為切實的銷量規模。

圖片來源：比亞迪汽車

比亞迪 5 月銷售 38.3 萬輛，位居行業榜首，其中乘用車銷售 37.7 萬輛。王朝網及海洋網銷售 33.02 萬輛，仍然是比亞迪的銷量基石；方程豹銷售 30186 輛；騰勢銷售 16303 輛；仰望銷售 286 輛。

海外市場方面，比亞迪 5 月出口新能源汽車合計 16.06 萬輛，同比增長 80.7%，再創歷史新高。

吉利汽車 5 月集團總銷量為 23.8 萬輛，連續三個月實現同環比雙增長。當月新能源車型銷量為 13.3 萬輛，佔總銷量比重達 56.1%，連續四個月超過 50%。

旗下極氪品牌 5 月交付 34377 輛，同比增長 81.8%，再創歷史新高——極氪 009、9X、8X 等車型佔比近 50%，帶動品牌單車成交均價同比提升 52.4%，穩居豪華品牌陣營。

領克品牌 5 月銷售 20732 輛，新能源銷量 14688 輛，環比增長 17%，新能源銷售佔比高達 71%。

圖片來源：長安汽車

長安汽車 5 月全球交付 20.9 萬輛，新能源汽車交付 9.2 萬輛。長安的電動化轉型呈現出多品牌矩陣齊頭並進的特徵：長安啟源 5 月交付 34528 輛，其中全新 Q05 交付 15812 輛，泰國上市三天訂單突破 3000 輛；深藍汽車 5 月全球銷量 33243 輛，同比增長 30%，1-5 月海外累計銷量 28704 輛，同比增長 167%；阿維塔 5 月交付 7336 輛，呈持續上揚態勢。梳理今年各月數據，阿維塔從 1 月 2216 輛、2 月 4033 輛、3 月 5143 輛、4 月 5279 輛一路攀升至 5 月 7336 輛，可見其增長勢能。

上汽集團 5 月整車銷量為 34.9 萬輛，其中新能源汽車銷量 18.2 萬輛，同比增長 46.49%。旗下智己汽車 5 月交付 10023 輛，連續兩個月站穩萬輛關口，1-5 月累計銷量同比增長 115%；上汽乘用車新能源 1-5 月累計達 17.4 萬輛，同比激增 195%，MG4 家族 8 個月銷量破萬。

圖片來源：奕派科技

東風體系的自主新能源品牌同樣表現不俗。東風奕派科技 5 月交付 24830 輛，同比增長 42%，1-5 月累計交付 10.96 萬輛，海外市場同比增長 194%。嵐圖汽車 5 月交付 13003 輛，同比增長 30%，1-5 月累計交付 62041 輛，同比增長 35%。

昊鉑埃安 BU 5 月銷量 33140 輛，同比增長 23.76%，其中埃安 i60 月銷持續過萬。極狐汽車 5 月銷量 17943 輛，同比增長 32.82%，整體表現穩健，阿爾法 S5、考拉等車型是其主力車型，5 月開啟預售的極狐貝塔 S3 和上市的問道 V9 未來將進一步加持其整體銷量。

結語：

從行業整體看，5 月新能源滲透率約 62.5%，再創新高。自主品牌已成為市場重要力量，傳統大廠後發優勢顯現——吉利新能源佔比突破 56%，長安新能源逼近 10 萬輛，上汽新能源同比增超 46%。但有一個問題仍不可忽視，多品牌矩陣在覆蓋細分市場的同時，也在面臨資源整合與內耗管控的考驗。

展望後續，隨著多款新車型進入交付週期，新能源市場有望延續增長。零跑能否站穩“一超”地位？3 萬檔集群誰能率先突圍？這些都將是接下來的看點。

拉力賽冠軍原廠車驗證操控，618 廠補 1.7 萬 + 國補 2 萬，百萬馬粉雙向奔赴

重慶車展 N8 館，長安馬自達展台畀人圍得水洩不通。唔係因為車模，而係因為嗰台連奪 8 項世界頂級設計大獎嘅 EZ-60同剛剛拿下「世界年度設計車」嘅 EZ-6。一位老馬自達 6 車主喺展車前站咗十分鐘，最後話：「呢個設計，仲係嗰個睇一眼就想開嘅馬自達。」 而更加令我震撼嘅係，長安馬自達直接放啲大招：電池終身自燃包賠，唔限里程、唔限車主——合資新能源入面，敢咁承諾嘅，獨此一家。

一、全球車實力：8 項設計大獎＋五大安全認證，中國智造反向輸出世界

EZ-6 剛剛斬獲「2026 世界年度設計車」，成為首個獲此殊榮嘅中國新能源車型。而 EZ-60 更加勁，直接包攬德國紅點、iF、美國 IDA 世界三大設計賽事大滿貫，累計拿下 8 項全球頂級設計大獎——全球唯一達成此成就嘅 SUV。安全層面，兩款車均按中歐雙五星開發：EZ-6 已集齊 C-NCAP、E-NCAP、中保研等 5 項權威認證，其中 C-NCAP 乘員保護得分率、E-NCAP 兒童保護得分率均為 2025 年已測車型最高。電池安全更加超前滿足 2026 年 7 月新國標同歐標，仲有句「電池終身自燃包賠」，直接将用戶最後嘅焦慮掐滅。

🏆 設計榮譽 EZ-6：世界年度設計車（中國新能源首次）；EZ-60：8 項世界大獎大滿貫

🛡️ 安全認證 中歐雙五星，EZ-6 五項全優，C-NCAP/E-NCAP 多項第一

🔋 電池承諾 終身自燃包賠，唔限里程、唔限車主，行業首創

🌍 全球認證 國內首個獲歐盟、英國、澳大利亞三大市場整車認證嘅合資新能源車企

二、操控封神：原廠 EZ-60 力壓 27 個品牌，拿下國家級拉力賽 SUV 冠軍

展台中央，冠軍車手紀浩分享咗佢喺 2026 中國新能源汽車拉力錦標賽嘅故事：駕駛完全原廠未改裝嘅 EZ-60 純電版，6 日 910 公里魔鬼賽程，面對絕大多數增程/插混對手，硬係拿下咗場地賽 SUV 組冠軍、拉力賽總成績亞軍。紀浩話：「好多對手係改裝車，我連輪胎都係原廠。但 EZ-60 嘅底盤調校、側傾抑制、動力線性輸出，令我在戈壁同盤山路上信心十足。」 呢個就係馬自達「人馬一體」喺電動時代嘅延續。唔堆電機數據，卻將駕駛愉悅感做到骨子入面。順帶一提，充分展現長安馬自達喺技術上嘅長期主義同深厚積累——從轉子時代到電動時代，對駕駛本質嘅偏執從未改變。

三、全球統一標準：南京工廠出口歐美澳，國內銷量連續 7 個月合資第一

長安馬自達南京工廠係馬自達海外最佳工廠，國內銷售車同出口全球車型共線生產，品控標準完全一致。5 月底，80 幾位來自歐洲、澳洲、泰國嘅海外經銷商專程嚟南京工廠考察，對製造工藝讚不絕口。目前 EZ-60 已連續 7 個月蟬聯合資新能源中型 SUV 銷量冠軍，海外預售同樣火爆。馬自達高幹喺車展現場放話：「長安馬自達已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。每一位中國用戶擁有嘅，都係真正嘅全球車。」

四、百萬馬粉生態：心願之旅 + 公益每公里捐款，品牌同用戶雙向奔赴

2026 年，長安馬自達持續踐行「用戶+」思維。「心願之旅」讓用戶許願、品牌協助完成；「車主故事薈」已經推出 11 期，有連續 7 年捐助小學嘅公益達人，有因馬自達結緣嘅情侶；「悅馬創作家」鼓勵用戶用 VLOG 記錄擁車生活；「全民經紀人」仲有人推薦咗 100 幾位親友買馬自達。6 月 1 日至 20 日，車主每行駛 1 公里，品牌捐贈 0.1 元善款，用於改善雲南希望小學條件——自 2015 年以來，長安馬自達已經喺雲南捐建 12 所希望小學，投入超 1000 萬元。呢種把用戶同公益綁定嘅玩法，確實走心。

五、618 年中鉅惠：至高 3.7 萬補貼 +7,999 元尊享套裝，試駕送金陵金箔

重慶車展期間，長安馬自達同步開啟「駕享夏日風情 悅享 618 大促」：至高 17,000 元置換廠補+20,000 元以舊換新國補，購指定車型贈送價值 7,999 元尊享套裝（原廠充電樁 + 龍膜太陽膜+TPE 腳墊/車廂尾箱墊），仲享 0 首付 5 年低息（年均費率 1.99%）同 7,999 元終身零燃權益。到店試駕新能源車型嘅用戶，均可獲贈國家級非遺金陵金箔禮品。呢一波叠加，相當於裸車直降數萬，仲有終身電池保障，誠意好足。

寫喺最後：重慶車展上，長安馬自達冇喊嗰些虛頭巴腦嘅口號，而係用世界級獎項、拉力賽冠軍、終身電池包賠、百萬車主生態，老老實實嘅話你知——「依然馬自達」唔係懷舊，係依然執著於好設計、好操控、好品質，依然將用戶當朋友。如果你而家睇緊 20 萬級新能源 SUV，不妨去 N8 館試下 EZ-60，然後問吓自己：呢種開起嚟令人笑嘅駕駛感，其他車俾得到咩？

評論區討論👇：你覺得合資新能源入邊，邊個最有資格講「全球車」？馬自達嘅「人馬一體」喺電動時代仲可以打嗎？

數據來源：長安馬自達 2026 重慶車展官方發布會同傳播手冊

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.

【先鋒汽車/原創】近日，BJ30 旅行家節油挑戰嘅直播實測，讓我哋對呢台 7 萬級輕越野 SUV 有咗全新看法。

除咗國內實景路況佐證，前期仲聯動南非、波蘭、印尼、阿聯酋、墨西哥五國汽車博主跨國長途試煉，跨唔同氣候、地貌完成整車同混動系統驗證，海內外雙向測試閉環，真真正正測出多種路況百公里油耗跌破 5L。實測驗證低油耗、三擎混動鑄就省油標竿。

整套測試遵循 GLTC 全球生活測試、OLTC 越野生活測試雙循環標準，直播拆分城市擠塞、高速長途、鄉道越野三大真實用車場景，全方位檢驗車輛“超省、超大、超野”三大產品屬性。先講大家最關心嘅油耗表現，城市擠塞路段係燃油車油耗重災區，頻繁啟停、低速蠕行極易增加能耗，而 BJ30 旅行家搭載專屬三擎 HEV 混動系統，採用三擎六模 + 電四驅組合，行車優先電機驅動，引擎按需介入做功，從根源規避怠速耗油問題。車型兩驅官方綜合油耗 5.85L/100km、四驅 6.45L/100km，實景城區擠塞實測直接突破 5L 大關，一改硬派方盒 SUV 高油耗嘅刻板印象，日常通勤能真真正正省下唔少養車開支。

空間層面，BJ30 旅行家依賴 2820mm 超長軸距，整車座艙空間越級優化，滿載出行前後排乘客冇局促感。方正車身最大化拓展儲物能力，露營帳篷、炊具等大件裝備輕鬆放進後尾箱，後排座椅放倒後形成 1.92 米平整大牀，此前波蘭海外博主實地裝車測試，滿載戶外物資後依舊可以喺後尾箱平躺，完美適配家庭自駕、近郊露營嘅裝載需求。

去到非鋪裝越野路段，BJ30 旅行家嘅 215mm 超高離地間隙搭配 ATS 全地形控制系統同專業四驅底盤，面對坑坑巴巴鄉道、碎石爛路、輕度爬坡，一鍵切換地形模式就合理分配四輪動力，輕鬆完成輕越野穿越，兼顧城市代步同野外娛樂雙重需求。

7 萬級嘅定價，集齊混動省油、大空間、全場景越野三大優勢，BJ30 旅行家呢款車連續 23 個月拿下自主輕混 SUV 銷量第一，三年 72% 保值率穩居同價位榜首，全國密集嘅售後網點亦為車主日常用車保駕護航。

最後拎重點，6 月 12 日 BJ30 旅行家高光版即將上市，新車動力、內飾、智能配備全面升級，高配下放仲新增專屬定制車漆。經歷五國長途試煉、國內全路況嚴苛實測，BJ30 旅行家靠住三擎混動硬實力，穩穩坐定 7 萬級省油方盒標竿位置。

May 28, all-new Geely Xingyuan officially launched. The venue for this press conference was quite unique — without a traditional stage and spotlights, instead, it collaborated with Xiaohongshu to create the nation's first mobile "Immersive Journey" car launch event. Harbor families, Alley families, Rainforest families, Silk Road families, Nomadic families, five major life scenarios were laid out in sequence at the launch venue, as if bringing the daily hustle and bustle of transportation into the spotlight of the automotive industry. Geely Xingyuan spokesperson Joey Yung also attended the site, she spoke about real segments of her time with this little car, her tone was gentle yet firm. Sitting in the audience were not only media and dealers, but also many ordinary people who have become or will become Xingyuan owners. At this moment, a pure electric car priced from 61,800 yuan seemed to no longer be just a commuting tool, but a possibility of accompanying life.

The all-new Geely Xingyuan launches four models this time: 410km Longing Edition, 410km Riding Wind Edition, 480km Exploration Edition, 480km Exploration+ Edition, launch limited-time benefit price is 61,800 yuan to 91,800 yuan. The range of the entire series has undergone a comprehensive upgrade, the 310 km version jumped to 410 km, the 410 km version increased to 480 km. At the same time, to cater to the actual needs of different users, the official retained the right to select 310 km range on the 410 km version, the price can be reduced by another 7,000 yuan after selection.

But what truly made this little car attract widespread attention goes far beyond price. The all-new Geely Xingyuan's slogan is "Advancement Beyond Classics", officially claimed to have over 100 product power upgrades and over 25 class-exclusive features. These numbers might sound a bit abstract, but when you truly break down its five core advancement directions, you will find this is not just a pile of marketing jargon, but a thorough evolution from inside to outside, from hardware to software.

Let's start with the most basic driving control. Geely Xingyuan is the first pure electric car in its class to adopt a native architecture, and the first model to come standard with rear independent suspension across the entire series. To tune this chassis, Geely's engineering team ran through over 30 countries worldwide, conducting all-round verification for extreme road conditions. The final result is, the all-new Geely Xingyuan achieved a qualitative leap in three core experiences: driving, steering, and braking. G-TCS 2.0 all-weather anti-slip system while retaining the fun of rear-wheel drive flexibility, ensuring no slip, no swing, no roll on flat roads, slopes, and corners, new drivers can also drive with ease. The all-new brushless steering system's response speed is twice as fast as the previous generation, supporting three steering modes and center position self-learning. While G-CST 2.0 all-scenario comfort braking system simulates the foot feel of experienced drivers, braking doesn't nod, driving doesn't cause motion sickness. What is more impressive is, Geely Xingyuan is the only pure electric car in its class to successfully challenge the Moose test at 130 km/h, The Moose test result also reached 80.7 km/h, handling performance is enough to compare with 200,000 level sports coupes. In other words, driving this little car is no longer just "sufficient", but "fun".

Of course, for pure electric little cars, range and three-electric system performance are the most direct user anxiety points. The all-new Geely Xingyuan standardizes CATL batteries, liquid cooling temperature control and 11-in-1 high-integrated electric drive, the three-electric system has been regarded as the ceiling of its class since launch. New car equipped with CATL new generation battery cells energy density up to 190Wh/kg, maximum CLTC range reaches 480 km, enough to cover daily commuting and weekend outings. Cooperating with the class-exclusive active grille and low drag wheels, drag reduced by 15 counts, actual range increased by another 10 km. Regarding energy replenishment, 30% to 80% fast charging takes only 19 minutes, full charge ready to go in the time of a cup of coffee. Combination of liquid cooling system and new BMS battery management system, ensures full speed charging regardless of cold or hot weather, and will not come at the cost of battery life. More StarRui AI Cloud Power 2.0 achieves full-link energy management, covering smart charge/discharge, off-peak electricity price identification, battery temperature maintenance, energy consumption diagnosis and battery maintenance functions, making every charge efficient, every trip worry-free.

Walking into the car, you will find the all-new Geely Xingyuan's intelligent cockpit is completely different from the simple impression of traditional small cars. It is equipped with Galaxy Flyme Auto 2 intelligent cockpit system, based on 7nm automotive-grade Longying No. 1 chip and 16G+128G large storage, fast response, smooth operation, easy to learn. Users can switch maps or favorite wallpaper desktops at will, cute animal wallpapers even support interactive functions, adding a lot of fun to the cockpit. All-new AI Eva is the car's smart voice assistant, supporting fuzzy instruction understanding and context memory, can complete car control, Q&A, entertainment, etc. You just need to say "Hi Eva, I want to go home", the vehicle will automatically call the latest Amap 850 version to select the optimal route. Car machine also newly supports CarPlay phone connectivity, compatible with iOS devices for seamless connection. Invisibility mode, car wash mode, one-click car search and other thoughtful scenarios, and thousand people thousand faces custom assistant, making every boarding full of exclusive ritual sense. From navigation to entertainment, from life to surprise, this smart cockpit covers all aspects of user daily needs.

In terms of assisted driving, the all-new Geely Xingyuan is equipped with the Qianli Haohan assisted driving H3 solution, originating from high-end models, currently safely driven 1.38 billion km, user usage growth rate first. Highway Viaduct NOA is not limited by road and rain/fog weather, supports voice lane change, multi-scenario avoidance and automatic on/off ramps, users only need to lightly hold the steering wheel to easily drive long distances. Full-scenario MPI takeover rate over 200 km, equivalent to continuous driving 3 hours, need takeover only 1 time. Parking aspect also achieved full-scenario adaptation: APA parking assist function supports one-click parking, finger tip parking, remote control parking, covering over 300 types of parking scenarios. Aiming at practical pain points such as new drivers parking difficulty, female drivers parking tension, HPA memory parking supports 2 km ultra-long memory, cm-level precise positioning, learn route once then can fully automatic parking throughout the process, equipped with smart following car, autonomous finding spot, obstacle avoidance functions, temporary route change also no need to relearn. DMS active fatigue detection will timely remind drivers to rest, sentry mode guards parking safety 24/7 all-weather, once abnormal, record video immediately and send to user phone. From departure to arrival, from driving to parking, this system makes complex driving simple and reassuring.

Safety is the gene Geely carved into its bones. Regardless of big car or small car, all brands under Geely adopt the same safety philosophy and strict standards. Geely has built a global domain safety center with investment over 2 billion yuan, and released "Human, Car, Road, Cloud, Star" integrated domain safety 2.0 system. All-new Geely Xingyuan also follows this high standard, upholding the philosophy "Small Car, Must Have Big Safety". Passive safety aspect, it created five vertical eight horizontal star armor cage body, front end three force transmission paths cooperate with double "Clover" force release structure, side battery to threshold spacing 149mm and added double anti-collision longitudinal beams, rear 750mm long rear suspension and double "Well" shaped rear subframe form a solid barrier. roof compression strength increased to 3.4 times vehicle weight, AB pillar and roof crossbeam etc core area materials upgrade, even encountering rollover or heavy weight pressing on roof, cabin remains unharmed, side curtain airbag pressure maintenance technology can also continuously protect head during rollover. Regarding battery life, Geely Xingyuan's verification standard increased to 2 times national standard, after 1000 cycles battery capacity still maintains 90.72%. Also Xingyuan actually driven 84,000 km successfully challenged sea water corrosion, mud water scouring, bad road scraping bottom, extreme fire burning etc six series limit tests, this belongs to the first in the industry. Worth mentioning is, May 12, Geely partnered with CCTV to complete the first and only class-exclusive front and side continuous crash test, high voltage system powered off in time, battery pack did not smoke or catch fire, occupant compartment structure intact, airbags accurately detonated, non-collision side door can open normally. In addition, all-new Geely Xingyuan also equipped with tire pressure direct display, DOW door opening warning, sentry mode, more AEB active braking and AES emergency steering dual insurance, successfully passed 120 km/h static vehicle stop and 130 km/h "Vanishing Front Car" active avoidance test, performance far exceeds industry mainstream level.

All these upgrades and hardcore strength, finally point to one fact: Geely Xingyuan is no longer an ordinary little car. Since launch in October 2024, it cumulative delivery has broken 700,000 units, equivalent to one sold every minute. It is not only the star model in the whole industry to reach this goal fastest, but also won the 2025 Chinese car market sales champion at once. Entering 2026, Geely Xingyuan still continues to lead, firmly stays at top. This year first quarter, in global new energy vehicle sales ranking, Geely Xingyuan for the first time enters global top three, achieved a new milestone for China A0 level electric car. While exploding in domestic market, it has also landed in over 30 countries and regions globally. In Brazil launch two months sales broke 2300 units, In Thailand auto show single week orders grabbed 3300 units, and won "Brazil Annual Best Compact Electric Car" and "Indonesia Auto Show Most Loved Electric Car" dual international awards. On the streets all over the world, Geely Xingyuan is becoming "China Smart Manufacturing" mobile new business card.

From a commuting little car, to 700,000 user's choice, from China champion to global top three, Geely Xingyuan's advancement road is actually not complex — it just seriously did the little car well, done fully, done exceeding expectations. And after this renewed launch, Geely Galaxy brand on pure electric small car track again raised the "High Quality Good Price" benchmark. Future, Geely Galaxy will continue to uphold "Building Smart Boutique Cars for Everyone" original intention, bringing products and services exceeding expectations to users in various sub-markets. For consumers, this might be the greatest happiness: a good car, need not be expensive, need not be flamboyant, but can honestly accompany you to go to every place you want to go.