新能源市場嘅牌桌上，一個曾被普遍質疑嘅品牌，而家就打出一手意外嘅好牌。

2026 年 7 月，深藍汽車交出咗一份亮眼嘅半年成績單：1-6 月全球累計銷量 16.4 萬輛，同比上升 14.6%。其中，6 月單月銷量 3.36 萬輛，連續四個月突破 3 萬輛。海外市場上半年累計出口 3.58 萬輛，同比上升 141%。

然而，就喺幾個月前，深藍仲唔係呢番光景。

2026 年一季度，深藍銷量同比下降超過 17%，1 月交付環比下降，2 月甚至未直接公佈全係銷量。2025 年全年銷量定格喺 33.31 萬輛，雖完成咗調降後嘅目標，但係建立喺年度目標從最初嘅 50 萬輛主動調降喺 36 萬輛嘅基礎之上——呢係深藍連續第三年未能完成最初設定嘅年度目標。

比銷量更棘手嘅係盈利困境：截至 2025 年 10 月末，深藍累計虧損高達 135.3 億元，資產負債率達 114.3%，連續多年資不抵債。嗰時，深藍被外界視為新能源「內捲」中最有可能倒落嚟嘅品牌之一。

只不過，從被唱衰到連續月銷破 3 萬，深藍靠乜完成今次「逆襲」？

最直接嘅答案藏喺產品結構入面。深藍 S05、L06、S07 三款主力車型構建咗一個穩固嘅「銷量三角」，而唔係依賴單一爆款。深藍 S05 係絕對嘅「銷量擔當」——6 月全球銷量 1.84 萬輛，同比上升 78.86%，累計銷量已超 24 萬輛。深藍 L06 則上演咗「V 型反轉」，從 1 月僅 1,656 輛嘅低谷，到 6 月攀升至 7,977 輛，連續 4 個月超 5,000 輛，拿下 13—20 萬元新能源中型車季度銷量冠軍。深藍 S07 穩紮穩打，6 月銷量 6,994 輛。

但產品結構嘅成型只係表象，真正支撐呢套矩陣跑開嚟嘅，係深藍喺技術普惠上嘅一條清晰邏輯，佢嘅官方總結為，「唔卷價，卷技術，將高科技普及到更合適嘅價位區間。」如 L06 嘅磁流變懸架同激光雷達、S05 嘅 3C 超充同全係標配 L2+ 智駕、S07 嘅華為乾崑智駕方案。呢啲技術單獨拎出嚟都唔算新鮮，但集中出現喺 15 萬級嘅車型上，喺同樣價位幾乎搵唔到第二個。

值得一提嘅係，呢背後唔係靠「蝕本」硬撐，而係一套被驗證過嘅供應鏈邏輯：深藍用規模換成本、用成本換配置、用配置換銷量——然後銷量再反哺規模，形成一個正向循環。

此外，海外市場嘅爆發，則提供咗另一種增長邏輯。國內新能源市場增速已降喺個位數，存量化特徵越來越明顯，呢個意思係每一輛增量都必然來自競爭對手嘅份額。基於此，深藍將戰場外延，佢上半年海外銷量 3.58 萬輛、同比上升 141%，業務覆蓋全球 100 多個國家同地區，泰國工廠同五個 KD 車間已投入營運。海外唔單止係銷量補充，更係一種風險對沖：當國內價格戰打到極致，海外市場嘅毛利空間同品牌溢價能力，為深藍提供咗更大嘅回旋餘地。

但銷量數字嘅光環之下，一些更深層嘅追問同樣無法回避。

首先，係盈利。截至 2025 年 10 月末，深藍累計虧損 135.3 億元，資產負債率 114.3%——賣一輛虧一輛嘅局面雖然正在收窄，但距離真正嘅自我造血仲有距離。連續四個月站上 3 萬輛只係觸及咗盈虧平衡嘅「門檻」，跨過呢道門檻需要嘅係持續穩定嘅規模輸出，而唔係幾個月嘅衝量。

其次，係護城河。深藍而家嘅競爭優勢，係用供應鏈整合把高端配置下放喺 15 萬級，其本質係一種「效率優勢」，而唔係「技術代差」。效率優勢可以被模仿，被追趕，甚至被超越。當競爭對手同樣把激光雷達、磁流變懸架做到呢個價位時，深藍嘅下一個差異化武器係咩？

此外，仲有海外市場嘅不確定性。3.58 萬輛嘅半年出口只係一個開始。海外增長依賴本地化產能、渠道網絡同品牌認知嘅持續投入，任何一個環節嘅延誤都可能改變增長曲線嘅斜率。同時，海外市場嘅政策風險、本地對手嘅反擊、品牌認知嘅漫長積累，都係深藍必須面對嘅變數。

半年前，深藍仲被質疑點樣先活落嚟；半年後，佢用 16.4 萬輛嘅成績畀出咗答案。但呢個答案只係階段性嘅。盈利嘅兌現、技術壁壘嘅厚度、海外擴張嘅變數——呢三道考題，深藍都仲未最終交卷。

而這，也恰恰係新能源行業下半場嘅核心考題：上半場，拼嘅係點樣先可以將車造出嚟，賣出嚟；下半場，拼嘅則係點樣可以持續盈利，點樣可以建立品牌，點樣可以喺全球市場上站穩腳跟。而家，深藍嘅上半場答卷唔錯，而下半場嘅序幕，才剛剛拉開。

In the Malaysian SUV market, many buyers compare Proton X50 and Honda HR-V when choosing a car. These two models are quite close in price and positioning. Today we will do a detailed comparison from multiple aspects to help you save time on research.

Price and Variants

The OTR price of Proton X50 in Malaysia is RM 89,800 - 113,300, with 4 variants in total, including 1.5T Executive (RM 89,800), 1.5T Premium (RM 101,800), 1.5T Flagship (RM 113,300), etc.

The OTR price of Honda HR-V in Malaysia is RM 115,900 - 143,900, with 4 variants in total, including 2026 e:HEV 1.5L RS (RM 143,900), 2026 1.5T V (RM 137,900), 2026 1.5T E (RM 130,900), etc.

In terms of price, the starting price of Proton X50 is indeed RM 26,100 cheaper than Honda HR-V. If your budget is limited, Proton's entry-level version is sufficient for daily needs. However, you should also note that the difference of a few thousand may involve trade-offs in features, depending on your needs.

Power and Fuel Consumption

Proton X50 is equipped with a 1.5L 4-cyl engine, 105 hp. Official fuel consumption is 6.0 L/100km.

Honda HR-V is equipped with a 1.5L Turbo engine, 140 hp. Official fuel consumption is 7.0 L/100km.

In terms of power, Honda HR-V's 1.5L Turbo has 35 more horsepower than Proton X50's 1.5L 4-cyl. However, for daily city driving, the power of both cars is sufficient and will not feel underpowered.

Safety Features

Proton X50's safety rating is 5★ (ASEAN NCAP), with active safety systems including ADAS (ACC, AEB, LKA, LDA, BSM, RCTA).

Honda HR-V's safety rating is 5★ (ASEAN NCAP), with active safety systems including Honda SENSING (ACC, CMBS, LKAS, RDM).

Both cars have the same safety rating, and safety features are quite comprehensive for this class. New cars these days generally have good safety, so there is no need to worry too much about this.

Maintenance and Servicing

Proton X50 warranty 5 years/150,000km, maintenance interval every 10,000km or 6 months.

Honda HR-V warranty 5 years/unlimited mileage, maintenance interval every 10,000km or 6 months.

Who is it suitable for

Both Proton X50 and Honda HR-V are mainstream choices in the Malaysian market, suitable for family use and daily commuting. If you value brand reputation and resale value more, you can prioritize the one with the better reputation; if you care more about value for money and features, choose the one with richer specifications. Ultimately, it is recommended to test drive both models; personal experience is the most important.

Summary

Overall, Proton X50 and Honda HR-V are both very good models in the Malaysian market. Which one to choose depends mainly on your personal needs and budget. It is recommended to do your research, compare quotes from several dealerships, and then test drive to make a final decision. Buying a car is a big matter; taking some time to research is never wrong.

2026 年上半年，国内商用车行业步入存量竞争新阶段，大盘总量平稳扩容，但企业增长分化显著。数据显示，6 月国内商用车整体同比增长 10.73%，福田、中国重汽、东风、一汽等头部企业增速普遍不足30%。上半年，全商用车大盘累计同比仅8.28%，而这些头部企业增速均不足20%，多家企业仅维持个位数增长甚至销量下滑。

在此行业背景下，上汽商用车跑出独立增长曲线：6 月销量增速达52.79%，约为行业均值4.9倍，是头部厂商中唯一增速跨越50%门槛的企业；上半年累计销量增速 28.37%，约为行业平均水平3.4倍。

表格数据来源：中汽协

旗下上汽大通增长势能更为突出， 6月上汽大通全系销量近3万辆，商用车整体增速超64%，约为行业均值6倍，稳居头部阵营增速首位，也是唯一突破 60% 增速的企业；上半年累计销售13.8万辆，商用车增速达35.36%，是行业前十阵营中唯一增速超35%的企业。

现阶段，上汽商用车轻客、皮卡、轻卡多条细分赛道同步走高，总销量、海外出口、新能源产销三项指标同步刷新历史纪录，形成全品类协同向上的良好发展格局。

亮眼的半年业绩，不只是产销规模的稳步扩容，更标志企业增长动能完成迭代升级，新能源技术转型、全球化市场开拓两大板块，已成为支撑中长期稳定增长的核心双引擎。

轻客强势稳固基本盘，皮卡、轻卡多点开花

拆解上汽商用车增长结构可见，以轻客板块为首的各细分赛道均衡发力，在行业承压环境下走出独立行情，共同托举整体断层式增长。

轻客牢牢守住行业领先位置。6月大通轻客单月销量13902 辆，同比增长 62%；上半年累计销售 61144 辆，包揽单月、累计销量 “双冠王”，销量领先行业第二名7200 台、第三名超万台，单一品牌市占率突破 27%，行业份额断层领先。对比行业大盘，上半年国内轻客整体增速 19.78%，两家头部竞品增速仅 20.20%、6.26%，大通 62% 的月度增速约为行业均值 3 倍，竞争优势持续拉大。

轻卡赛道实现碾压式增长。2026 年上半年国内轻卡市场增长乏力，行业存量竞争持续白热化。跃进轻卡同步实现销量规模、产品结构双向优化，6月销售5258辆，同比增长54%；上半年累计售出 23864 辆，同比增速 48%；5月跃进新能源轻卡国内上险量跻身行业前三，电动化渗透率、增长幅度均大幅领先行业平均水平。依托原生电动化研发体系，品牌跳出传统油改电转型路径，走出差异化高质量发展道路。

皮卡业务发展稳中有升，出口优势持续扩大。今年4月，大通皮卡无锡制造基地完成第40万台整车下线；5月皮卡出口规模登顶行业，6月销量7871辆，同比增长83%，远超行业增速。

6月，上汽商用车轻客、皮卡、轻卡三大核心品类销量增幅全部突破50%，共同拉动上汽商用车整体产销快速攀升。

全球化纵深推进 海外市场打造第二增长曲线

 国内细分市场实现领跑的同时，上汽商用车同步抓住行业出海红利，开辟全新增长空间。中汽协数据显示，2026 年 6 月国内商用车出口 13.3 万辆，同比增长 46.7%；1—6 月累计出口 66.4 万辆，同比增长 32.5%，国产商用车出海整体保持高景气。

紧抓全球化发展机遇，上汽商用车6 月海外销量 14071 辆，同比上涨70%；上半年累计出口 65183 辆，同比增长 33%，海外市场成为稳定增长核心支撑。其中核心轻客板块，6月、半年累计出口量双双行业第一。6月出口4644辆，同比增长107%，超过整体国内轻客出口大盘增速2倍。

依托过硬产品实力，上汽商用车在多个海外成熟市场站稳脚跟、树立中国制造品牌标杆。今年前五个月，企业轻型商用车在希腊市场份额较 2025 年同期翻四倍，位居当地中国品牌首位；新加坡轻型商用车市场市占率6月持续登顶，品牌市占率连续三个月排名第一；MIFA 7 中型 MPV 拿下中国香港市场半年度销量冠军，泰国市场车型销量同比增长近三倍；G50 PHEV4 月登陆菲律宾，上市两月订单突破千台，海外市场认可度持续攀升。

现阶段，大通轻客、高端皮卡出口规模稳居国内自主品牌第一梯队。企业全球化战略已从单一整车出口，升级为体系化、本地化共生模式，后续将持续推进海外本地化生产、全场景商用解决方案输出，落地区域服务中心，完善全球销售与维保网络，以长期产业共生替代短期产品贸易，持续放大海外第二增长曲线潜力。

前瞻布局赋能转型 新能源渗透率领跑行业

产销规模稳步上行的同时，新能源转型成为上汽商用车高质量发展的核心亮点。

中汽协数据显示，2026上半年国内商用车新能源渗透率为30.4%，国内新能源商用车整体销量增速为40.2%。有头部商用车企预判，全年行业渗透率有望突破35%。

对比行业均值，上汽商用车绿色转型进度显著领先行业均值：6月当月、上半年新能源车型销量同比分别大涨80%、69%，国内新能源渗透率分别达到 60%、47%，销量增速约是行业均值的两倍。其中，6月新能源轻客大拿同比大涨218%，跃进新能源轻卡同比增长65%，双线车型高速放量。

亮眼数据背后，源于企业长期坚持前瞻技术布局。2025年4月，上汽商用车发布全新发展战略，全面开启转型升级；同年11 月，大通品牌完成焕新升级，确立以领先技术、全产业链生态打造用户导向型企业的发展路径。

产品端，企业持续丰富多元化新能源产品矩阵。大拿V1全系标配宁德时代天行电池；行业首款超级增程轻客大拿超级增程正式落地，满油满电 CLTC 综合续航可达1260公里，百公里综合能耗低至2.65升。

技术端，2025年上汽大通推出鸿图2.0商用电动专属架构、星栈皮卡专属平台，先后与宁德时代、华为达成深度战略合作，全系车型通过 Euro NCAP 五星安全认证。2026 年企业在增程系统、储能电池领域取得关键技术突破：自主研发星湃超级 mini 增程器，实现1升燃油可发电3.3度；配套宁德时代天行电池循环寿命可达7000 次，提供8年或60万公里超长质保，电芯单体失效率低至十亿分之一，具备 IP68 级防水防尘能力，低温续航表现优于行业多数产品。这样的“大电池+小增程”解决方案，兼顾纯电用车成本、长途出行无续航焦虑双重优势。

依托纯电、插电混动、氢燃料电池、超级增程四条并行技术路线，上汽商用车形成适配商用车运营场景的多元绿色技术体系。截至 2026 年上半年，企业已完成轻客、轻卡、重卡、客车全品类多能源产品布局，完整的绿色产业体系成型，为持续高增长筑牢技术底盘。

全周期服务完善生态 多元赋能夯实长期增长底盘

销量持续增长、新能源与海外赛道双线突破的背后，覆盖购车、用车、改装、售后、出海的全周期服务体系，为企业增长提供坚实保障，产品与服务双向赋能，构筑可持续综合竞争力。

上汽商用车坚持以用户需求为核心，将服务体系贯穿全业务链条。2026 年企业牵头成立全球改装生态联盟，打通技术配套、金融服务、售后维保、海外销售全链条服务体系，化解改装行业售后权责划分不清等行业痛点；线下渠道升级 8S 综合服务门店，搭建全球超 2000 家服务网点，创新推出皮卡 “7 天免费试用” 模式，全面优化用户全流程体验。

在产业发展之外，企业主动践行社会责任，拓宽民生服务边界：年内设立 AED 无忧救援公益基金，组建覆盖全国 36 座城市的移动公益救援车队，面向货运从业者、基层群众提供应急急救保障；落地 “星际计划・墨脱站”，依托皮卡全地形通行优势助力边疆物资运输与乡村产业发展，将技术与产品优势转化为民生服务能力。完善的服务生态与社会担当，持续强化品牌壁垒，为企业长期保持领先增长提供底层支撑。

2026 年上半年，国内商用车行业步入存量竞争新阶段，大盘增长动能有限，企业分化鸿沟空前拉大。

在此大环境下，上汽商用车走出一条与行业截然不同的高质量上扬曲线，以断层式增速，成为2026上半年整个商用车行业最耀眼的星。

依托全品类产品布局、前瞻新能源技术研发、全球化市场深耕，上汽商用车实现全面提速，交出一份结构持续优化、增长动能充沛的半年答卷。这份断层领先的答卷足以证明，坚持新能源技术与全球化布局，才能在行业周期中持续领跑。

In the Malaysian SUV market, many buyers compare Perodua Aruz and Proton X70 when choosing a car. These two cars are quite close in price and positioning. Today, we will make a detailed comparison from multiple aspects to save you time on research.

Price and Versions

The OTR price of Perodua Aruz in Malaysia is RM 72,900 - 77,900. There are 2 versions in total, including 1.5L X (RM 72,900), 1.5L AV (RM 77,900), etc.

The OTR price of Proton X70 in Malaysia is RM 106,800 - 122,300. There are 3 versions in total, including 1.5L Standard 2WD (RM 106,800), 1.5L Executive 2WD (RM 115,800), 1.5L Premium 2WD (RM 122,300), etc.

From a price perspective, the starting price of Perodua Aruz is indeed RM 33,900 cheaper than Proton X70. If your budget is limited, Perodua's entry-level version can already meet daily needs. But note that the few thousand ringgit cheaper may involve trade-offs in features, depending on your specific needs.

Safety Features

Perodua Aruz's safety rating is 5★ (ASEAN NCAP), active safety systems include.

Proton X70's safety rating is 5★ (ASEAN NCAP), active safety systems include ADAS (ACC, AEB, LKA, LDA, BSM, RCTA).

Both cars have the same safety rating, safety features are quite comprehensive within this class. New cars nowadays are not lacking in safety, no need to worry too much about this.

Space and Comfort

Perodua Aruz body length 4400 mm, trunk 400 L.

Proton X70 body length 4400 mm, trunk 400 L.

The dimensions of both cars are almost the same, interior space differences are not significant. For cars in this class, it is completely sufficient for daily use.

Maintenance and Service

Perodua Aruz warranty 5 years/150,000 km, maintenance interval every 10,000 km or 6 months.

Proton X70 warranty 5 years/150,000 km, maintenance interval every 10,000 km or 6 months.

The warranty conditions for both cars are the same, no need to fuss about this. Actual maintenance costs depend on the brand's service network and parts prices, suggest asking real owners in car owner groups for experience.

Summary

Overall, Perodua Aruz and Proton X70 are both very good models in the Malaysian market. Which one to choose mainly depends on your personal needs and budget. It is recommended to do your homework, compare quotes from several dealerships, and then take a test drive to make the final decision. Buying a car is a major decision, taking the time to research will never be wrong.

近日，极氪公布最新交付数据，在车市整体承压的背景下交出亮眼答卷。6月极氪交付新车35169辆，同比增长111%，连续5个月实现同环比双增长。今年上半年共交付178370辆，同比增长97%，交付量增速位居豪华新能源第一，品牌全球累计交付超82万辆，走出了稳步向上的高质量发展路径。

极氪的高质量增长得益于销售结构的持续优化。极氪009、9X、8X等旗舰车型月销占比近50%，带动品牌单车成交均价近37万元。极氪9X单车均价超53万元，连续7个月位居50万元以上大型SUV榜首；极氪009连续两月蝉联40万以上纯电MPV销冠。高性能旗舰SUV极氪8X则连续登顶30万以上中大型SUV口碑第一，搭载三电机兆瓦电驱，百公里加速仅2.96秒，被中外媒体评价为“让BBA真正感到威胁的首款中国高性能SUV”。

在细分市场，极氪猎装6月交付量破万，展现出极高的含金量，全球累计交付量已达38万辆。今年焕新极氪007GT和极氪001五周年纪念版的推出，进一步夯实了极氪“猎装之王”的地位。凭借原创设计、全栈900V领先技术与安全性能的突破，极氪成功将猎装车从小众推向主流豪华之选。数据显示，极氪位列2021-2025年全球猎装车累计销量第一，全球每卖出10台猎装车就有7台来自极氪。

极氪在国际市场的表现同样亮眼。被海外用户加价求购的极氪9X已在中东地区开启预售，将于下半年以整车出口形式正式出海。极氪009光辉将于四季度登陆中国香港市场。此外，极氪7X已在港澳、澳洲、墨西哥等地成为细分引领者，并启动韩国市场布局。其在韩预估售价约合人民币23.4万元，高于特斯拉Model Y，彰显了极氪在海外市场的高端定位。

今年以来，原材料涨价与价格战内卷使汽车行业严重承压，预计全年国内汽车销量下滑15%-20%。在BBA等传统豪华品牌纷纷大幅降价求存的背景下，极氪不仅稳住阵脚，更领衔中国豪华新能源ZAN（极氪、问界、蔚来）新格局，与BBA展开深度竞争。尽管下半年市场淘汰赛加剧，但极氪凭借深厚的技术实力与用户口碑，已具备了穿越周期的底气与韧性。

喺馬來西亞嘅汽車市場，好多買家喺揀車嘅時候都會拿 豐田 Harrier 同 寶馬 X5 嚟做比較。今日我哋從多個方面做一次詳細嘅對比，幫你省返做功課嘅時間。

價錢同版本

豐田 Harrier 喺馬來西亞嘅 OTR 售價係 RM 289,000 - 289,000，一共有 1 個版本，包括 2026 HEV 2.5L Standard（RM 289,000） 等。

寶馬 X5 喺馬來西亞嘅 OTR 售價係 RM 470,800 - 470,800，一共有 3 個版本，包括 1.5L Standard（RM 86,300）、1.5L Executive（RM 95,300）、1.5L Premium（RM 103,300） 等。

從價錢來看，豐田 Harrier 嘅起步價確實比 寶馬 X5 平咗 RM 181,800。如果你預算有限，豐田嘅入門版已經可以滿足日常需求。但要留意，平嗰幾千蚊，可能喺配備上會有取捨，具體要睇你嘅需求。

空間同舒適度

豐田 Harrier 車身長 4400 mm，車尾箱 400 L。

寶馬 X5 車身長 4400 mm，車尾箱 400 L。

兩款車嘅尺寸差唔多一樣，車內空間差別唔大。呢個級別嘅車，日常使用完全夠用。

配置同科技

豐田 Harrier 採用 FWD 驅動方式。

寶馬 X5 採用 4WD 驅動方式。

豐田 Harrier 嘅 FWD 同 寶馬 X5 嘅 4WD 喺操控上會有唔同感受，建議試駕對比。

適合邊種人

豐田 Harrier 同 寶馬 X5 都係馬來西亞市場嘅主流選擇，適合家庭使用、日常通勤。如果你更睇重品牌口碑同二手價，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，那就揀配置更豐富嗰款。還係建議兩款都去試駕，親身體驗先係最重要嘅。

總結

總體嚟講，豐田 Harrier 同 寶馬 X5 都係馬來西亞市場幾唔錯嘅車型。揀邊一部，關鍵係要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 Chery Tiggo 8 PHEV 同 BMW X1 嚟比較。而家我哋由多個方面做一個詳細嘅比較，幫你攞返啲做功課嘅時間。

價錢同版本

Chery Tiggo 8 PHEV 喺馬來西亞嘅 OTR 售價係 RM 159,750 - 159,750，一共有 2 個版本，包括 1.6L Turbo Standard（RM 130,000）、1.6L Turbo Premium（RM 145,000） 等。

BMW X1 喺馬來西亞嘅 OTR 售價係 RM 252,800 - 252,800，一共有 2 個版本，包括 sDrive18i（RM 220,000）、sDrive20i（RM 250,000） 等。

從價錢嚟睇，Chery Tiggo 8 PHEV 嘅起步價確實比 BMW X1 平咗 RM 93,050。如果你預算有限，Chery 嘅入門版已經可以滿足日常需要。但都要注意，平嗰幾千塊，可能喺配備上會有取捨，具體要睇你嘅需要。

安全配備

Chery Tiggo 8 PHEV 嘅安全評級係 TBD，主動安全系統包括 Basic。

BMW X1 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 Chery Tiggo 8 PHEV 嘅 Basic 同 BMW X1 嘅 Premium ADAS 喺功能上有啲差異，如果你比較睇重主動安全嘅話，可以仔細對比吓兩者嘅功能列表。

空間同舒適度

Chery Tiggo 8 PHEV 車身長 4400 mm，行李廂 400 L。

BMW X1 車身長 4400 mm，行李廂 400 L。

兩款車嘅尺寸幾乎一樣，車內空間差唔多。呢個級別嘅車，日常使用完全夠用。

保養同維護

Chery Tiggo 8 PHEV 保修 3 年/100,000km，保養間隔 每 10,000km 或 6 個月。

BMW X1 保修 5 年/無限里程，保養間隔 每 10,000km 或 6 個月。

總結

總體嚟講，Chery Tiggo 8 PHEV 同 BMW X1 都係馬來西亞市場幾唔錯嘅車型。揀邊一輛，關鍵仲係要睇你嘅個人需要同預算。建議大家做好功課，多比較幾間車行嘅報價，再去試駕先做最後決定。買車係件大事，花少少時間做功課絕對唔會錯。

車型概覽

比亞迪Atto 2 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。 呢篇會集中講版本取捨，幫你用買家角度篩走唔適合嘅選擇。 近期市場討論到「BYD ATTO 2登陸香港！15.5萬起有交易，刀片電池夠晒安全」，代表呢類車型仍然有一定關注度。

零售價 HK$ 155,000、完稅價 HK$ 228,300 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

比亞迪Atto 2 嘅購車預算可以先由 零售價 HK$ 155,000、完稅價 HK$ 228,300 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 2025 410km 高級版（HK$ 228,300） 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Atto 2 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。

51.13 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。 130 kW、290 N·m 嘅輸出，令高速併線同短距離超車更有信心。 車長 4310 mm、車闊 1830 mm、車高 1675 mm、軸距 2620 mm 可以幫你預判商場停車場、屋苑車位同後排腿部空間。 固定齒比、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

比亞迪Atto 2 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、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。

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 比亞迪Atto 2 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「比亞迪 Atto 2 香港落地價大約係幾多？」簡單講，比亞迪 Atto 2 香港落地價約200,000–260,000 港元，視版本而定。 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 比亞迪Atto 2 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$ 155,000、完稅價 HK$ 228,300 鎖定預算圈、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 比亞迪Atto 2 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。

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

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

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

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

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

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

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

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

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

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

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

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

車型概覽

騰勢B8 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。 呢篇會集中講整體購車判斷，幫你用買家角度篩走唔適合嘅選擇。

零售價 HK$ 453,953 - 486,512、完稅價 HK$ 829,000 - 899,000 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

騰勢B8 嘅購車預算可以先由 零售價 HK$ 453,953 - 486,512、完稅價 HK$ 829,000 - 899,000 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 2.0T 115km 高級版 6座（HK$ 899,000）、2026 2.0T 115km 運動版 7座（HK$ 829,000） 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 騰勢B8 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。

36.8 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。 550 kW、760 N·m 嘅輸出，令高速併線同短距離超車更有信心。 車長 5195 mm、車闊 1994 mm、車高 1905 mm、軸距 2920 mm 可以幫你預判商場停車場、屋苑車位同後排腿部空間。 電子無級變速(E-CVT)、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

騰勢B8 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、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。

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 騰勢B8 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「Denza B8 適唔適合用嚟越野？」簡單講，適合，Denza B8 配備咗電子差速鎖同多種地形駕駛模式，越野能力好強。 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 騰勢B8 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$ 453,953 - 486,512、完稅價 HK$ 829,000 - 899,000 鎖定預算圈、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 騰勢B8 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。

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.

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.

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。

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。

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.