【Written by/ Caiquan Circle&Dao Ge Auto Talk Ma Jianyu】In the first half of 2026, the most surreal story in the automotive industry is that Zotye Automobile, which produced no cars, achieved profitability. Referring to other automakers that continued to lose money or turned from profit to loss in the first half of 2026, if ranking automakers by profit, Zotye Automobile that produced no cars would even leave everyone far behind.

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Even more surreal is that Zotye Automobile, which has paused its whole-vehicle business for a long time, is beginning to export its car-making capabilities to overseas markets. This is also a slap in the face to many domestic automakers, because Zotye Automobile proved one thing to them — exporting KD for Chinese automotive enterprises is not difficult, and automakers that have been out of production for years can also achieve it.

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On July 16, Zotye Automobile's official public account published a post stating that Zotye Automobile and India Kaly Emotors formally signed a KD strategic cooperation master agreement, planning to jointly build an SKD construction cooperative project with an annual capacity of 30,000 sets. This means Zotye Automobile's car-making capabilities are starting to be exported to Indian local automakers.

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And will this also become the beginning of Zotye Automobile transitioning from inflated profits to real profits?

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Exporting Car-Making Capabilities to India, Just Connected with Indonesia Not Long Ago

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As the global automotive industry enters the transformation of electrification and intelligence, China's automotive industry is rising quietly, and Chinese automobiles have gained an unprecedented status in the global automotive market with the three words "New Energy". Against this backdrop, China's automobile exports have repeatedly hit new highs, ranking first in the world for three consecutive years. Even many automakers are starting to support sales with exports.

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Against this backdrop, Chinese automakers' car-making capabilities have been recognized by overseas markets, even Zotye Automobile which has been out of production for many years. According to the cooperation signed between Zotye Automobile and India Kaly Emotors, both parties will fully integrate Zotye Automobile's existing industrial resources, carry out all-around deep collaboration in the fields of production line construction, special equipment supporting, parts localization adaptation, sales channel expansion, cloud platform construction, and quickly import Zotye Automobile's A0-class models, planning to achieve the SOP mass production off the line for this model in the Indian market.

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In addition, start the development of other A0-class and B-class models at an opportune time, planning to continue to expand Zotye Automobile's market share and industry influence in the Indian market. Looking at Zotye Automobile's history, it has certain experience in New Energy A0-class models, having introduced models such as Zotye E200 and Cloud 100 in the early stage, and later also introduced models such as Jiangnan U2. To a certain extent, Zotye Automobile has a foundation in A0-class new energy models.

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At the same time, as communicated by both parties, India's new energy vehicle market also indeed has good growth potential. Data shows that the penetration rate of electric vehicles (EV) in India's passenger car market in 2025 was 4.0%. It is worth mentioning that deepening the overseas market layout is one of the strategic priorities of Zotye Automobile. Not long ago, Zotye Automobile also reached a consensus on strategic cooperation for the new energy vehicle whole industry chain with Indonesia BPKN.

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According to official statements, both parties initially discussed the phased promotion plan of the project: Phase I plans to adopt the SKD model to explore a fast production path, gradually increasing the localization rate of parts; Phase II preliminarily plans to explore the investment and construction of an integrated smart factory with an annual production capacity of 150,000 units, supporting four major processes of whole vehicle manufacturing and power battery production lines, laying out the landing of home, logistics, and pickup series new energy models.

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Zotye Restart Beginning? Can Overseas Markets Redeem its "Chaotic" Self?

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According to Zotye Automobile's 2025 annual report, in 2026, Zotye Automobile will persist in the overall idea of focusing on main business, low-cost operation, rapid resumption of production, and overseas priority, with molds and stamping parts as cash flow support, and whole vehicle resumption and new energy model landing as long-term directions. From the trends within the year, Zotye Automobile is indeed moving towards this plan.

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However, whether Zotye Automobile can be re-redeemed by overseas markets still faces many tests. First, Zotye Automobile in 2026 can be described as "chaotic" to a certain extent. In June this year, Zotye Automobile fell into a boardroom "internal struggle" storm, three directors jointly proposed to remove current Chairman Han Biwen, followed by shareholders stepping in to support Han Biwen, requesting the removal of the above three directors (due to one resignation canceling the removal against them), and then the three directors who originally proposed to remove the chairman were ousted.

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As the saying goes, when it rains it pours. On the evening of July 10, Zotye Automobile announced in a notice that the company received the "Filing Notice" issued by the China Securities Regulatory Commission, and due to suspected information disclosure violations, the China Securities Regulatory Commission decided to file against Zotye Automobile. Of course, the more important thing is financial support, after all, Zotye Automobile has lost money for too long.

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Financial data shows that since 2019, as of the end of 2025, Zotye Automobile has had annual losses for seven consecutive years, with a total net loss exceeding 25 billion yuan. At the same time, the 2025 annual report shows that the company achieved operating revenue of 521 million yuan, a year-on-year decrease of 6.66%; net loss of 367 million yuan, a year-on-year shrinkage of 63.29%; as of the end of the reporting period, the company's asset-liability ratio reached 96.54%. These directly led to Zotye Automobile's inability to restart whole vehicle manufacturing business.

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Despite the fact that in the first half of 2026, Zotye Automobile achieved profitability, "far ahead" among a group of loss-making automakers. But this time the profit is quite inflated, according to the profit forecast, Zotye Automobile expects the net profit attributable to shareholders of the parent company in the first half of the year to be between 78 million and 105 million yuan. But the core reason is that the company carried out business contraction, cancelled a large number of long-term idle, no operating activities subsidiaries and production sites, obtained compensation income of about 200 million yuan. At the same time, a number of past lawsuits reached settlements, bringing additional income of about 30 million yuan. The sum of the two one-time incomes exceeds 230 million yuan.

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In other words, Zotye Automobile's main business or car-making business has made no significant progress. And will the cooperation with Indian local automakers become the beginning of Zotye Automobile's restart?

7月16日，广汽集团3000万用户感恩活动，备受瞩目。从0到3000，仅用29年，广汽集团成为最快达成3000万辆的中国汽车集团。

活动现场，广汽向国际动作明星托尼·贾（Tony Jaa）交付了第3000万辆下线车型——传祺M8 PHEV（海外版GN8）。

与会嘉宾见证广汽迎来3000万用户里程碑时刻

广汽集团董事长冯兴亚为第3000万位车主——国际动作巨星托尼·贾交付钥匙

广汽集团总经理閤先庆为集团全品牌荣誉车主颁奖

在广汽3000万下线现场，还有多个细节很特别，也很值得关注：

首先，一众有故事的广汽车主，集中来到了活动现场。现场出现了许多外国友人面孔，这是功夫汽车等众多媒体参加过的国际化程度最高的一次下线仪式。不仅有亲临现场的中东车主上台分享，而且广汽第3000万车主也是海外用户。

来自阿拉伯联合酋长国的海外车主代表叶海亚Yahya Al Jasmi博士分享用车故事

广汽集团总经理閤先庆与Yahya在央视直播中互动并赠予纪念金币

其次，这次3000万辆下线仪式打破单一车型下线的惯例，推动多品牌、多车型在各品牌及海外工厂同步下线。第3000万辆下线车型则是GAC GN8，也就是国内用户熟悉的传祺M8 PHEV。

不少海外KOL和用户代表在3000万辆活动现场参观

再者，这次活动的番禺主会场，广汽集团还专门辟出了出海成果展示区，不少海外KOL和用户代表将之围个水泄不通，在 GAC GS7、AION UT、AION i60等出海车型前面久久驻足，仔细观摩。

从这多个细节，我们不难看出，海外市场正在成为广汽新的主战场。这些出现在下线仪式的外国友人，是广汽3000万用户的一份子，更是广汽国际化最鲜活的“代言人”。

广汽集团董事长冯兴亚活动现场发布致辞

从1997年起步，广汽用29年时间、3000万辆的佳绩，走完传统汽车强国百年的产业路程。这是国内车企集团达成这一体量的最快纪录，也是“广汽加速度”最有力的注脚。

站在3000万的新节点上，我们欣喜地发现：“广汽加速度”已经在全球市场上演，海外翻倍式增长的“跨越式发展”步伐为广汽后3000万辆时代，注入了澎湃的动力。正如广汽集团董事长冯兴亚在本次活动上所言：“我们的车已经从广州驶向全球，年内将落地建成1000个海外销售服务网点，一座座海外工厂的相继投产，让‘广汽智造’真正站上了世界舞台。”

此前，冯兴亚董事长也曾重磅定调：国际化是“再造新广汽”的第一增长曲线。

为何出海会成为广汽如今的“第一增长曲线”？在功夫汽车看来，答案就藏在“快与稳”的增长逻辑里。出海爆发的增速是看得见的“果”，扎实的体系与长期的坚守是藏在速度后的“因”。广汽出海，正在形成越稳越快、越快越稳的正向循环。

（1）“第一增长曲线”的爆发力：上半年同比增幅132%，平均每天有660多台广汽新车驶向全球

如果说，上一个 3000万辆，是广汽加速度在国内拼出来的基本盘；那么，下一轮增长的空间，正在全球市场兑现。

数据是广汽国际化铿锵有力的体现。据统计，广汽海外销量两年增长近三倍，实现“跨越式发展”，出海增速领跑主流汽车集团。从2023年4.5万辆试水突围，到 2024年9万辆稳步进阶，再到2025年超13万辆收官、冲进自主出海前八，广汽出海的爬坡速度，比行业普遍预判快了不止一个身位。

广汽国际2026上半年出口量超12万辆，同比增长132%

而更强劲的动能，在今年持续爆发。上半年，广汽累计出口121,483 台，几乎追平去年全年总量，同比增幅高达132%。这意味着，平均每天有 660多台广汽新车驶向全球。这一增速是国内存量车市平均水平的数倍，也甩开了绝大多数靠铺货冲量的出海同行。

更值得大书特书的是，广汽在一些海外“顶塔市场”的增长含金量。功夫汽车注意到，广汽国际在香港 “一换一” 补贴全面退坡的 “后补贴” 时代，逆势登顶电动私家车销冠，登顶速度力压比亚迪和特斯拉。全香港每卖10台新车就有1台来自广汽，1-5 月市占率突破 11%。

此外，广汽在拉美市场也实现了多点击穿，在玻利维亚坐稳中国品牌乘用车销冠，巴西单月销量环比暴涨超11倍。在东南亚电动出租车份额一骑绝尘，欧洲半年内连落英、西、意多国，希腊市场稳居纯电中国品牌第二。

全球市场多点开花，广汽高居多个海外市场销量榜单前列

由此，从亚太到拉美，从中东到欧洲，从新兴市场到成熟高地，广汽国际目前在全域开花。

在功夫汽车看来，广汽“第一增长曲线”的底色，是广汽国际一台台车、一个个市场实打实啃下来的；“广汽加速度”的成色，正在赋能在海外市场高质量“跨越式发展”。

（2）“第一增长曲线”的稳底盘：体系化出海，不做“搬运工”的快生意

很多人只看到广汽出海的增速快，却没看懂它的根基有多稳。在 3000 万辆下线现场，不少同行有一个疑问：为什么广汽出海能实现跨越式发展的同时，却能行稳致远呢？

答案的第一层，藏在体系化的硬底盘里。这些年，出海方兴未艾，但多数品牌依靠的还是 “搬运工” 模式。这种模式起量快，但天花板也低：物流关税成本降不下来，售后配件跟不上，价格战一打就没利润，红利吃完就得换下一个市场。本质其实是“求快不求稳”。

广汽国际却坚持在下“笨功夫”，靠稳扎的体系化布局托住增长。看似前期投入重，实则换来了更持续、更有爆发力的“快”。

2022年，广汽国际独立运营，出海驶入快车道

以 “1551” 海外战略和 “番禺行动” 三年计划为指引，广汽国际一直坚持价值取胜，坚持 “品质出海”、“科技出海”、“服务出海” 和 “生态出海”，走有广汽特色的高质量出海之路。依托 “One GAC 2.0” 战略，广汽目前已覆盖全球 5 大板块 110 个国家和地区，落地 4 个研发中心、7 座海外工厂、9 个零部件仓库，搭起超 746 家渠道网点，从研发适配、本地生产到销售服务全链条跑通，真正做到 “在当地、为当地”。

事实上，本地工厂不只是绕开关税壁垒、压缩物流成本，更能带动本土就业与供应链成长，深度绑定当地市场。产能爬坡后可以快速辐射周边市场，不用再等漫长的海运周期，新品落地响应速度比纯出口模式快一倍以上。

泰国工厂完成第10000万辆整车下线

印尼雅加达工厂实现新车型下线

AION UT在奥地利格拉茨工厂下线

在产品端，广汽集团也没有 “一款车卖全球” 的偏科式打法。这次我们在活动现场看到的三台海外版展车，就是最好的例证：GAC GS7是海外首款PHEV SUV产品，定位 “智电大五座超级SUV”，已陆续在超 15 个国家和地区上市，靠品质、智能树立了 GAC 海外中高端品牌形象；AION UT 由米兰设计中心操刀打造，出海仅一年多便稳居多国细分市场前列，接连斩获泰国“2026年度车”、墨西哥“最佳紧凑型电动车”等大奖，今年 5 月更以 60% 环比增幅登顶中国品牌海外增速最快纯电掀背车。AION i60作为广汽埃安首款纯电+增程双动力车型，针对全球市场进行了全面优化，将于下半年在泰国工厂正式投产上市，逐步走向更多海外市场。

广汽全球化战略车型——GAC GS7

广汽全球化战略车型——AION UT

广汽全球化战略车型——AION i60

广汽还会针对不同市场做精细的布局。在充电设施不完善的地方主打可油可电的混动车型，基建成熟的地区主推纯电车型。小到车机语言、路况调校，大到安全标准、动力选型，全部因地制宜。

服务端，更是一步不落。我们看到，广汽在泰国率先落地 GAC CARE 服务品牌，围绕全用车周期搭建服务闭环；在中东放出超长质保政策，直接打消用户长期用车顾虑；在欧洲联手安联世合做全场景道路救援，覆盖泛欧大陆；在香港打通专线极速物流，做到即产即运、即到即提。每个市场都有定制化的服务方案，比起靠价格战换来的一次性订单，这种靠服务攒下的用户口碑，才是能穿越周期的品牌资产。

在功夫汽车看来，这就是体系化布局的稳价值。前期地基打牢了，后面起量就像滚雪球。它不是靠补贴、靠降价撬动的 “直线式增长”，而是体系成熟后自然释放的 “复利式增长”，抗风险能力和可持续性都要强得多。这套稳扎的全链条体系，正是第一增长曲线能持续快进的硬底盘。

（3）从广州，驶向世界”，长期主义打底，用户至上形成正向循环

如果说体系化的硬底盘托住了增长的基本盘，那么长期主义的软内核，则决定了这份快能走多远、有多稳。

在本次 3000 万用户感恩活动上，我们也充分感受到广汽集团对用户的重视。一众有故事海外车主从全球各地奔赴广州，第 3000 万位车主也正好来自海外。广汽与全球用户的 “双向奔赴”，此刻得到了最为具象化的呈现。“广汽品质” 借由一位位车主的好口碑，走向全球。

广汽国际总经理卫海岗与海外用户代表合影

功夫汽车注意到，很多海外车主对广汽产品都是自发的种草推荐，老带新占比持续走高，这是靠低价补贴换不来的信任，也是广汽出海能越跑越快的群众基础。

用户口碑的稳，催生销量增长的快；销量增长带来规模效应，又反过来让广汽有更多资源投入产品与服务，进一步加固口碑。

3000万下线现场多款广汽集团新车

从重资产的本土工厂加速落地，到全品类产品适配全球需求，再到生态服务深深扎根当地，广汽国际以 “体系化出海”，以长期主义，一开始就坚定 “走难而正确的道路”，因此后面的路将越走越宽。

这就是 “广汽加速度” 在后 3000万时代的底气，也是广汽“第一增长曲线”的底蕴。

（4）功夫拍案：冲锋号响起，广汽国际2030年剑指百万辆，广汽奔赴“世界一流企业”

3000 万辆下线是广汽的里程碑，也是广汽全球化征程的又一轮 “冲锋号”。

29年达成3000 万辆，广汽在国内跑通了 “技术打底、服务托底、口碑滚雪球” 的增长逻辑。而出海第一增长曲线，就是把这套经过市场验证的打法，在“长期主义”引领下，推陈出新，加速出海。

因稳而快，是第一增长曲线的底层逻辑；越稳越快，是广汽加速度的必然结果。

下一个3000万辆时代，广汽出海的目标很明确：2030年全力冲刺海外年销百万辆。届时，广汽的市场覆盖将拓展至全球 120 个国家和地区，建成超 2000 家海外网点，正式跻身中国汽车出海主力阵营。

年销百万辆是什么概念？这意味着广汽将从出海“参与者”进阶为全球市场“重要玩家”，真正拥有和国际品牌同台竞技的体量与话语权。

从2023年的4.5万辆，到2026年冲刺30万辆，再到2030年剑指百万辆，增长曲线的斜率持续抬升。

在功夫汽车看来，这将为广汽的下一个3000万辆的到来，夯实来自全球市场的长期势能。“第一增长曲线”更将为广汽奔赴“世界一流企业”，注入源源不断的全球化新动能。

面对国内乘用车市场高达19.5%的同比下滑，广汽集团于7月10日发布的业绩预告显示，其通过海外与新能源双轮驱动，成功守住正增长底线，上半年销量同比增长2.35%。

行业层面，国内车市竞争白热化，不过公司经营端出现正向信号：上半年整体销量小幅提升，毛利率同比小幅改善。7月2日发布的6月产销公告显示，今年1至6月全集团累计汽车销量达77.31万辆，同比增长2.35%。根据乘联会数据，今年1至5月国内乘用车累计销量为709.9万辆，同比下降19.5%。在全行业接近两位数下滑的背景下，广汽集团守住了正增长底线，跑赢大市。从销量结构来看，节能与新能源车销量占比提升至62.82%，新能源汽车销量达26.02万辆，同比暴涨68.80%，产品结构持续向新能源化转型。

海外市场成为核心增长亮点，自主品牌出口达12.15万辆，同比增长132%，半年出口规模已接近2025全年水平。从区域分布来看，美洲、亚太、中东、非洲及欧洲全球五大区域同步实现高速增长。在美洲，墨西哥市场埃安UT和ES分别位居B级和C级纯电市场前三，玻利维亚市场广汽接连多月蝉联中国品牌乘用车销冠，巴西6月销量环比大增1129%；在亚太，中国香港1至5月电动车市占率突破11%，泰国6月环比劲增207%，新加坡环比增长77%；在欧洲，广汽已建立从本地化生产到核心市场终端销售的全链路运营体系，上半年正式进入英国、意大利、西班牙等国，埃安UT已在奥地利KD工厂投产。海外市场已成为广汽集团最重要的增长引擎之一。

面对复杂多变的市场环境，广汽集团通过积极开拓海外市场及优化产品结构，展现出强劲的增长潜力。未来，广汽将继续深耕新能源领域，提升品牌国际影响力，为股东创造更大价值。

Among so many boxy products, only the BJ30 captured some distinct differences.

Currently, the competition in the 100,000 RMB boxy SUV segment is heating up, with many models featuring rugged exterior designs, yet few choices can simultaneously balance light off-road performance, family space, and low usage costs.

In June 2026, terminal retail data was released. The Beijing Off-road BJ30 Explorer single-month sales reached 8,609 units, topping the monthly sales chart in the 100,000 RMB boxy market, ushering the light off-road sub-segment into a new competition cycle.

This eye-catching sales performance was not accidental, so we will dissect the model's breakthrough logic from four dimensions: market landscape, product hard power, user operations, and brand strategy. Extending from sales data to long-term product value, we will outline the underlying reasons why the BJ30 Explorer is rewriting the sub-market.

8,000 Units Sales DeliveredLight Off-road Boxy Landscape Officially Shifts

It is worth noting that while topping the sales chart in a single month, the BJ30 Explorer completed the production of 150,000 units in June. The combination of these two data points constitutes a key milestone for the model's development.

Combining terminal retail lists, the BJ30 Explorer's sales slightly lead the runner-up, Haval Big Dog, while the single-month sales of other competitors did not break 3,000 units. A sales gap between top and tail models has already appeared.

As the country's first boxy SUV equipped with HEV hybrid architecture, over 8,000 units of monthly sales prove that the hybrid light off-road route has gained widespread market recognition. Achieving 150,000 units delivery in less than two years also makes it the lightest SUV in the industry to reach this production speed.

Leading in a single-month list is just the surface; the performance of long-term leading in multiple sub-segments is what solidifies the model's market benchmark position.

According to reports, the BJ30 Explorer has secured the No. 1 sales position in domestic HEV hybrid SUVs for 24 consecutive months and topped the HEV hybrid boxy and domestic HEV hybrid model sales charts for two consecutive years. It also holds the first place in resale value retention for 100,000-150,000 RMB domestic compact SUVs. Continuous leading in sales, hybrid sub-segments, and resale value multi-dimensionally has allowed the model to form a stable competitive advantage in the light off-road market.

Furthermore, the changes in list data also reflect the transformation of the competition logic in the entire light off-road boxy segment. Previously, competition among boxy models at similar price points focused mostly on exterior styling, with fuel power being the mainstream choice.

The continuous hot sales of the BJ30 Explorer drive the sub-segment towards the hybrid technology route. Consumers' criteria for car selection are gradually shifting from solely valuing appearance to more comprehensive dimensions such as power technology and full-scenario family value.

Super Off-road, Super Large, Super Economical All-round StrengthBuilding Category Competition Barriers

The core root of the change in market landscape lies in the BJ30 Explorer creating balanced product strength of 'Super Off-road, Super Large, Super Economical', forming differentiated competitiveness distinct from same-class models. The three core advantages correspond to the three major user core demands: off-road performance, family scenarios, and long-term usage costs, filling in the shortcomings commonly existing in traditional boxy SUVs.

Firstly, when many family users choose light off-road models, they worry that balancing family comfort means sacrificing off-road performance. Relying on over 60 years of off-road technology accumulation by Beijing Off-road, the BJ30 Explorer provides a balanced solution.

The model is equipped with a dedicated three-engine four-wheel drive six-mode HEV hybrid architecture. The four-wheel drive system response is only 30 milliseconds, paired with six adjustable power modes, energy mid-lock, and four-wheel electronic limited slip structure, combined with the ATS all-terrain control system. Here, 'light off-road' points to a lower entry threshold, not weakening off-road capability. The entire hardware set can easily handle unpaved roads, mud, steep slopes, and other complex road conditions. Ordinary drivers can also easily complete light off-road recovery.

Secondly, the boxy appearance attracts many family users, but spatial practicality is the core standard determining daily usage experience. The BJ30 Explorer achieves a leading position in space among the same class.

The model boasts a 2820mm super-long wheelbase, bringing a 66% cabin space ratio. It is also the only model in the 100,000 RMB boxy segment that provides a large seven-seater layout. After the rear seats are fully folded, it forms a 1496-liter pure flat trunk, with an extended length of 1.92 meters. The whole vehicle has 38 independent storage spaces. Whether it is a family short trip, outdoor camping loading equipment, or moving large items, it can adapt to diverse usage scenarios.

Thirdly, the low energy consumption performance brought by the hybrid architecture is a key advantage that wins over ordinary family users, also filling the pain point of high fuel consumption in traditional fuel boxy SUVs.

Official data shows that the two-wheel drive version's comprehensive fuel consumption per 100 kilometers is as low as 5.85 liters, while the four-wheel drive version is 6.45 liters. Automotive bloggers from South Africa, Indonesia, UAE, and other five countries tested in extreme road conditions. Fuel consumption per 100 kilometers was all controlled within 5 liters. With a full tank, range can exceed 1,000 km. The model adopts an HEV structure without high-voltage battery packs, requiring no external charging; refueling completes energy replenishment. In addition, first owners can enjoy a lifetime whole vehicle warranty covering 99% of components, balancing saving fuel, saving time, and worry-free three usage demands.

Demand Insight Plus Sincere BenefitsWord-of-Mouth Drives Sustainable Sales Growth

Said simply, perfect product strength is the foundation for the model's sales volume. Precisely capturing user needs and landing high cost-performance purchasing policies continuously amplifies the model's market appeal, forming a stable sales growth curve.

Previously, there was a long-term demand void in the light off-road market. It was difficult to find models in the market that balanced boxy appearance with low fuel consumption. The BJ30 Explorer launched HEV hybrid boxy products first, precisely grasping these user demands. The brand also continuously collects owner feedback for rapid iteration. On the Highlight Edition model, an AGM dedicated battery with three times the lifespan of ordinary batteries was replaced. Rapidly landing user-proposed optimization suggestions, it continuously narrows the distance with owners.

High purchase thresholds are the main reason many consumers give up on hardcore SUVs. Trade-in policies effectively lower the entry cost for the model. Beijing Off-road launched a 30,000 RMB trade-in subsidy for the entire series of the BJ30 Explorer. With a trade-in, the lowest entry price is 69,900 RMB, bringing the threshold for hardcore boxy SUVs down to the 70,000 RMB level. The product concept of off-road equality is no longer limited to slogans. Ordinary families with limited budgets can also easily get a model balancing family use and light off-road.

Furthermore, purchasing policies combined with lifetime warranty and lifetime free OTA and other after-sales benefits push owners to spontaneously spread word-of-mouth. We noticed that many owners share usage experiences in communities and social platforms. Long-term stable quality performance and the brand's quick response style gradually form a positive circulation, becoming the implicit push force supporting the model's continuous high sales.

Dual-line Layout FormedBeijing Off-road Brand Takes a Key Step Upward

It is worth noting that the single-model breakthrough of the BJ30 Explorer also perfects the overall product matrix layout of Beijing Off-road. The brand stabilizes at the top position simultaneously on multiple off-road sub-segments. Currently, on the hardcore off-road, light off-road, and range-extended off-road tracks, Beijing Off-road has secured good sales. The complete product dual-line layout has taken shape.

Among them, the BJ40 family, which focuses on professional off-road, accumulated 28,248 units in sales from January to June, ranking first in the hardcore off-road market. Combined with the BJ30 Explorer's leading performance in the light off-road track, this is praiseworthy. The BJ40 range-extended version sold 3,135 units in June, winning the range-extended off-road monthly sales crown. The BJ40 single item is also the No. 1 in both sales and growth rate in the hardcore off-road market from January to June, and firmly holds the first place in new energy hardcore off-road. It is not difficult to see that with dual swords combining, its strategic implementation of parallel professional hardcore and family light off-road lines has welcomed phased implementation results.

Furthermore, most potential purchasing users have doubts about the long-term durability performance of light off-road models. Authoritative media field testing effectively resolves market concerns.

In June, CCTV Finance launched a live broadcast, completely disassembling a real BJ30 Explorer vehicle with 150,000 km of mileage. It also visited the Zhuzhou Super Factory, making the whole vehicle durability condition and automated intelligent manufacturing process fully public throughout. The disassembled vehicle's power system, chassis, and battery showed no obvious aging or leakage issues. The factory's fully automated stamping, welding, and painting processes also intuitively displayed the whole vehicle manufacturing standards, using real vehicle conditions to dispel user concerns about the durability of light off-road models.

It can be seen that the continuous hot sales of the BJ30 Explorer also provide a scalable growth paradigm for the entire light off-road SUV sub-market. The model verifies that the development path of professional off-road technology sinking, fitting ordinary family user needs, and covering full-cycle usage value is feasible. Future new products in the same track can also refer to this product creation and user operation logic.

CarCloud Summary

Comprehensive market data, product configuration, user operations, and brand layout multi-dimensional information indicates that the BJ30 Explorer's June monthly sales breaking 8,000 units is not short-term sales heat catalyzed by short-term marketing activities, but an inevitable result under the combined action of product power polishing, long-term user operations, and complete brand strategy.

As the model's sales champion status continues to solidify, the development direction of the 100,000 RMB light off-road boxy track gradually becomes clear. Hybridization, family orientation, and full-cycle high value will become the main development trends of the sub-market. Relying on the dual-line product layout of BJ40 professional off-road and BJ30 family light off-road, Beijing Off-road will also continuously participate in the iteration and reform of the domestic off-road market, continuously broadening the audience group of off-road models.

In the Malaysian SUV market, many buyers compare Perodua Ativa and Proton X50 when choosing a car. These two cars are quite close in price and positioning, so today we will make a detailed comparison from multiple aspects to help you save the time you would spend on research.

Price and Versions

Perodua Ativa OTR price in Malaysia is RM 62,500 - 73,400, with a total of 3 versions, including 1.0L Turbo X (RM 62,500), 1.0L Turbo H (RM 67,300), 1.0L Turbo AV (RM 73,400), etc.

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

From a price perspective, Perodua Ativa's starting price is indeed RM 27,300 cheaper than Proton X50. If your budget is limited, Perodua's entry-level version can already meet daily needs. But note, the difference of a few thousand might involve compromises on features, depending on your requirements.

Power and Fuel Consumption

Perodua Ativa is equipped with 1.5L 4-cyl, 105 hp. Official fuel consumption 6.0 L/100km.

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

Both cars use the same powertrain, the driving feel in daily use is basically no difference. Fuel consumption is also similar, no need to overthink this.

Space and Comfort

Perodua Ativa body length 4400 mm, trunk 400 L.

Proton X50 body length 4400 mm, trunk 400 L.

Both cars' dimensions are almost the same, cabin space difference is not large. For this class of car, daily use is completely sufficient.

Maintenance and Service

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

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

Both cars' warranty conditions are the same, no need to worry about this. Actual maintenance cost also depends on the brand's service network and parts price. It is suggested to ask real owners in car owner groups for experience.

Conclusion

Overall, Perodua Ativa and Proton X50 are both very good car models in the Malaysia market. Which one to choose depends mainly on your personal needs and budget. We recommend doing thorough research, compare quotes from multiple car dealerships, then test drive to make the final decision. Buying a car is a major event, spending some time doing research will never be wrong.

喺馬來西亞嘅 SUV 市場，好多買家喺揀車嘅時候都會拎柏杜亞 Ativa 同寶騰 X90 嚟比較。呢兩款車喺價位同定位上都幾接近，今日我哋就從多個方面做個詳細比較，幫你節省做功課嘅時間。

價錢同版本

柏杜亞 Ativa 喺馬來西亞嘅 OTR 售價係 RM 62,500 - 73,400，總共 3 個版本，包括 1.0L Turbo X（RM 62,500）、1.0L Turbo H（RM 67,300）、1.0L Turbo AV（RM 73,400） 等。

寶騰 X90 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,800，總共 4 個版本，包括 2026 1.5T Prime X（RM 122,800）、2026 1.5T Prime（RM 116,800）、2026 1.5T Lite（RM 106,800） 等。

由價錢睇落，柏杜亞 Ativa 嘅起步價真係比寶騰 X90 平咗 RM 44,300。如果你預算有限，柏杜亞嘅入門版已經可以滿足日常需要。但都要注意，平嗰幾千蚊，可能喺配備上會有取捨，具體要睇你嘅需要。

動力同油耗

柏杜亞 Ativa 配備 1.5L 4-cyl，匹數 105 hp。官方油耗 6.0 L/100km。

寶騰 X90 配備 1.5L Turbo，匹數 140 hp。官方油耗 7.0 L/100km。

動力方面，寶騰 X90 嘅 1.5L Turbo 比柏杜亞 Ativa 嘅 1.5L 4-cyl 多咗 35 匹。不過日常喺市區開，兩款車嘅動力都夠用，唔會覺得唔夠力。

保養同維修

柏杜亞 Ativa 保養保修 5 年/150,000km，保養間隔 每 10,000km 或 6 個月。

寶騰 X90 保養保修 5 年/150,000km，保養間隔 每 10,000km 或 6 個月。

兩款車嘅保修條件一樣，呢方面唔使諗多。實際保養成本仲要睇品牌嘅服務網絡同零件價格，建議去車友群問下真實車主嘅經驗。

適合邊種人

柏杜亞 Ativa 同寶騰 X90 都係馬來西亞市場嘅主流選擇，適合家庭用、日常通勤。如果你更重視品牌口碑同二手價，可以優先考慮口碑更好嗰一款；如果你更介意性價比同配備，就揀配置更豐富嗰款。最後都建議兩款都去試車，親身體驗先係最重要。

總結

總括嚟講，柏杜亞 Ativa 同寶騰 X90 都係馬來西亞市場幾唔錯嘅車型。揀邊一輛，關鍵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，再去試車做最終決定。買車係件大事，花啲時間做功課絕對唔會錯。

喺馬來西亞嘅 SUV 市場，好多買家喺揀車嘅時候都會拿 寶騰 X70 同 現代途勝 來作比較。呢兩款車喺價位同定位上都幾接近，今日我哋就從多個方面做一个詳細嘅比較，幫你省返做足功課嘅時間。

價格同版本

寶騰 X70 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,300，一共有 3 個版本，包括 1.5L Standard 2WD（RM 106,800）、1.5L Executive 2WD（RM 115,800）、1.5L Premium 2WD（RM 122,300） 等。

現代途勝 喺馬來西亞嘅 OTR 售價係 RM 143,888 - 197,888，一共有 5 個版本，包括 2025 HEV 1.6T AT 2WD Prestige（RM 197,888）、2025 1.6T DCT 4WD Prestige（RM 186,888）、2025 1.6T DCT 2WD Prime（RM 164,888） 等。

由價錢睇，寶騰 X70 嘅起價確實比 現代途勝 平咗 RM 37,088。如果你預算有限，寶騰嘅入門版已經可以滿足日常需要。但都要注意，平嗰幾千蚊，可能喺配備上要有取舍，具體就要睇你嘅需求。

動力同油耗

寶騰 X70 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。

現代途勝 搭載 1.5L Turbo，馬力 140 hp。官方油耗 7.0 L/100km。

兩款車用住同一套動力系統，日常開起嚟嘅感覺基本冇咩分別。油耗方面都差不多，唔使太糾結呢一點。

安全配備

寶騰 X70 嘅安全評級係 5★ (東協 NCAP)，主動安全系統包括 ADAS (ACC, AEB, LKA, LDA, BSM, RCTA)。

現代途勝 嘅安全評級係 5★ (東協 NCAP)，主動安全系統包括 SmartSense。

兩款車嘅安全評級一樣，喺呢個級距入面安全配備都算畀得好齊全。而家嘅新車安全性都唔差，唔使太擔心呢一點。

配備同科技

寶騰 X70 採用 FWD 驅動方式。

現代途勝 採用 FWD 驅動方式。

兩款車嘅驅動方式一樣，都係 FWD，日常駕駛感覺唔會有太大分別。

適合邊種人

寶騰 X70 同 現代途勝 都係馬來西亞市場嘅主流選擇，適合家庭用、日常通勤。如果你更重視品牌口碑同二手價，可以優先考慮口碑更好嗰款；如果你更在乎性價比同配備，那就揀配備更豐富嗰款。最終都係建議兩款都去試駕，親身感受先至係最重要嘅。

總結

總括嚟講，寶騰 X70 同 現代途勝 都係馬來西亞市場幾好嘅車款。揀邊部，關鍵都係要睇你嘅個人需要同預算。建議大家做足功課，多比較幾間車行嘅報價，先至去試駕做最終決定。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 SUV 市場，好多人買車嗰陣都會拿 Mazda CX-9 同 Hyundai Palisade 做比較。呢兩款車喺價位同定位上都幾啱，今日我哋就從多個方面做一個詳細嘅比較，幫大家省做功課嘅時間。

價錢同版本

Mazda CX-9 喺馬來西亞嘅 OTR 售價係 RM 328,810 - 345,810，一共有 2 個版本，包括 2023 2.5T 4WD（RM 345,810）、2023 2.5T 2WD（RM 328,810） 等。

Hyundai Palisade 喺馬來西亞嘅 OTR 售價係 RM 368,838 - 399,838，一共有 4 個版本，包括 2023 3.8L 2WD Luxe 7 Seats Petrol（RM 399,838）、2023 2.2T 4WD Executive 7 Seats Diesel（RM 389,838）、2023 3.8L 2WD Luxe 8 Seats Petrol（RM 378,838） 等。

由價錢睇落，Mazda CX-9 嘅起步價確實係比 Hyundai Palisade 平咗 RM 40,028。如果你預算有限，Mazda 嘅入門版已經可以滿足日常需求。但都唔好忘記，平啲嘅幾千蚊，喺配備上可能會有的取舍，具體要看你嘅需求。

配備同科技

Mazda CX-9 採用 FWD 驅動方式。

Hyundai Palisade 採用 FWD 驅動方式。

兩款車嘅驅動方式一樣，都係 FWD，日常駕駛感覺唔會有大分別。

保養同維護

Mazda CX-9 保修 5 年/150,000km，保養間隔 每 10,000km 或 6 個月。

Hyundai Palisade 保修 5 年/300,000km，保養間隔 每 10,000km 或 6 個月。

適合邊種人

Mazda CX-9 同 Hyundai Palisade 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，就揀配置更豐富嗰款。最終都係建議兩款都去試車，親身體驗先係最重要。

總結

總括嚟講，Mazda CX-9 同 Hyundai Palisade 都係馬來西亞市場好唔錯嘅車型。揀邊輛車，關鍵就係睇你嘅個人需求同預算。建議大家做夠功課，多比較幾間車行嘅報價，先至去試車做最終決定。買車係件大事，花少少時間做功課絕對唔會錯。

車型概覽

五菱之光 值唔值得睇，第一步唔係望牌子或者外形，而係睇佢能唔能夠配合你嘅香港日常。 呢篇會集中講值唔值得繼續觀望，幫你用買家角度篩走唔適合嘅選擇。

售價仍待確認，買家可以先把佢放入候選名單，等價格落實後再同同級車逐項比較。

購車價格指南

五菱之光 目前售價仍未清晰，較理性嘅做法係先睇版本、車身大小同動力形式，等價格落實後再決定值唔值得落訂。

如果有幾個版本可揀，可以先將 2023 1.5L 手動版（價格待確認） 放喺同一張清單。日常通勤重視舒適同易用，家庭買家就要優先睇後排、尾箱同安全配置。

核心規格重點

睇 五菱之光 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。

102 Ps / 75 kW、136 N·m 嘅輸出，令高速併線同短距離超車更有信心。 車長 3797 mm、車闊 1510 mm、車高 1820 mm、軸距 2500 mm 可以幫你預判商場停車場、屋苑車位同後排腿部空間。 手動(MT)、中置後駆 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

五菱之光 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：動力輸出對高速同上斜更有底氣、空間同車身尺寸方便家庭買家預判實用性。

要留意嘅係，要先確認屋苑、公司或常去商場嘅充電條件、香港停車場同窄路使用要留意車身闊度。呢啲唔一定係缺點，但係落訂前應該先諗清楚。

買家常見問題

買 五菱之光 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「五菱 Wuling 之光 嘅空調效果點樣？」簡單講，五菱 Wuling 之光 雖然係商用車，但空調製冷非常快，好適合南方天氣。 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 五菱之光 放入同級車清單時，唔建議只用外形或者品牌光環決定。比較順序可以係：先等售價落實，再決定佢應該同邊個級距比較、再睇動力係咪足夠應付高速併線同滿載、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 五菱之光 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。

唔知有幾多朋友最近期關注 10 萬內純電 SUV 市場？近段時間睇嚟，呢個細分市場好熱鬧。就講長安啟源全新 Q05 同零跑 A10，上個月銷量分別達 15814 輛同 14372 輛，全部挺進 2026 年 4 月銷量排行全品類前 10，長安啟源全新 Q05 甚至奪得緊緊湊型純電 SUV 市場嘅銷冠。

（長安啟源全新 Q05）

值得留意係，兩款大熱門產品亮點亦唔少，9 萬級可以得到 500km+嘅續航，零跑 A10 甚至配備激光雷達，有高級智駕輔助需求嘅朋友嚟講，呢架車吸引力的確唔低。但係喺價格上，同為高配嘅長安啟源全新 Q05 506Max+ 同零跑 A10 505 激光雷達版，終端價格分別係 9.59 萬同 8.68 萬，手握 9 萬左右預算嘅朋友都可以考慮。明顯係，又去到決賽圈二揀一環節。

（零跑 A10）

如果對預算比較敏感，咁喺長安啟源全新 Q05 同零跑 A10 之間，後者可能更受歡迎，畢竟終端價格實打實平咗幾千元。而且，高配 A10 配有激光雷達，市區/高速情況均能啟動領航輔助駕駛，呢個就係佢嘅優勢所在。當然，如果預算允許，揀長安啟源全新 Q05 高配，都有帶激光雷達嘅高級輔助駕駛。

（長安啟源全新 Q05）

但既然係買車前嘅橫評，唔少全方位對比。首先從尺寸睇，作為緊湊型 SUV，長安啟源全新 Q05 長寬高分別係 4435*1855*1595mm，軸距為 2735mm。而零跑 A10 車型級別就係小型 SUV，長寬高分別係 4270*1810*1635mm，軸距為 2605mm。

（零跑 A10）

如果只係考慮代步、通勤，零跑 A10 嘅細個嘅略有優勢，方便行街串巷。但實際上，好多人買車都要兼顧家用，10 萬內預算也多以剛需用車群體為主。既然係剛需，且有家用需求，嗰空間自然唔好掉鏈子。

（長安啟源全新 Q05）

（零跑 A10）

講返日常家庭出行嚟講，兩車之間 130mm 軸距差異，直接反映喺後排體驗。坐入長安啟源全新 Q05 後排，腿部空間平整兼寬敞，一齊坐 3 位成年人都唔會太擠；但係坐入零跑 A10 後排，無論坐寬定係腿部空間都會細少少。媽咪喺後排照顧孩子，長安啟源全新 Q05 後排更加寬敞嘅空間會更加方便佢操作，孩子都能有更大嘅活動空間。

（長安啟源全新 Q05）

（零跑 A10）

除咗空間，通勤黨同家庭用戶對舒適配置都比較關注。睇嚟對比，兩車都有配電動尾門、無匙進入、自適應遠近光等外部配置。但係從車廂內睇，零跑 A10 副駕無法電動調節，後排靠背都唔支援角度調節，同埋缺少後排空調出風口、車內 PM2.5 過濾裝置等。

（長安啟源全新 Q05）

（零跑 A10）

反觀長安啟源全新 Q05，除咗副駕支持電動調節，前排仲集成咗加熱/通風/按摩/副駕腿托功能，對比零跑 A10 只提供前排座椅加熱，佢嘅品質無疑更上一層樓。包括後排乘員都有少少照顧，例如靠背角度可調、配有後排空調出風口、後排中央扶手/杯架等，更加適合家人同行呢類場景。

（長安啟源全新 Q05）

（零跑 A10）

除咗舒享體驗，行駛系統嘅對比我哋都唔好忽略。首先從大家關注嘅續航睇，長安啟源全新 Q05 同零跑 A10 分別搭載 51.9kWh、53kWh 電池，CLTC 純電續航做到 506km、505km，差異大可忽略。但從電芯供應鏈睇，前者出自寧德時代，後者就係國軒高科/江蘇正力，若論品牌含金量，“寧王”順位自然靠前，更值得信賴。另外，兩車都有全球品質，按照全球嚴苛嘅標準打造，零跑 A10 符合國內、歐盟雙標準，長安啟源全新 Q05 已經喺泰國上市，未來仲會相繼落地多個國家地區，最終開拓歐洲區域，此外仲有央企背書，質量品質都好可靠。

因為本文討論嘅係 A10 嘅 505 版本，採用電池液冷技術，溫控較好，而如果係 403 版本，採用成本低嘅風冷技術，散熱效果較差。呢點上，全新 Q05 做得更好，入門就採用電池直冷技術，高配用嘅係液冷技術，能更好地實現熱管理，保證電池安全。

（長安啟源全新 Q05）

（零跑 A10）

動力方面，長安啟源全新 Q05 同零跑 A10 都係前置單電機佈局，電機最大動力輸出分別係 120kW/190N·m、90kW/150N·m，0-100km/h 加速時間分別做到 8.9 秒同 10.6 秒。坦率嚟講，兩款車喺純電陣營加速性能都中規中矩；但係相對嚟講，長安啟源全新 Q05 嘅 8 秒級零百加速，喺山路行駛、高速超車等情況下會比零跑 A10 更加分。

（長安啟源全新 Q05）

（零跑 A10）

總結嚟講，零跑 A10 505 激光雷達版優勢突出：價格更低、智駕輔助覆蓋範圍更廣，適合預算優先 + 科技嘗鮮嘅消費者。而長安啟源全新 Q05 更強調“全面”二字：加少少預算同樣可以獲得高級輔助駕駛，而且尺寸更大、舒適配置更高、採用頭部電芯供應鏈，動力亦更強，綜合表現更全能。總括嚟講，預算 9 萬級追求面面俱到嘅家用體驗，長安啟源全新 Q05 506Max+ 更加值得考慮。

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。

June 12, the BJ30 Traveller 150,000 units rolled off the production line and the Highlight Edition launched. All models offer a 30,000 yuan trade-in subsidy, with a super trade-in price starting from 69,900. The new model BJ30 Traveller super trade-in price starts from 82,900, and Beijing Off-road also live-streamed a teardown of a BJ30 Traveller that has driven 150,000 kilometers.

The BJ30 Traveller is equipped with the "Triple Engine, Four-Wheel Drive, Six-Mode HEV Hybrid Architecture", and is one of the rare HEV hybrid models in the boxy SUV category. Triple Engine Powerconsists of a hybrid dedicated engine with 41% thermal efficiency, a front drive motor, and a rear drive motor, achieving long-distance energy saving, real-time recharging, and instant power burst; Intelligent Four-Wheel Driveresponse speed reaches 30 milliseconds, peak torque can be burst in 0.5 seconds. Six Major Modescan automatically select the optimal working mode, keeping the power in the best state at all times. Combined with energy central lock, four-wheel electronic limited slip, and intelligent electric ATS All-Terrain Control System, it easily handles mud, sand and other scenarios.

The BJ30 Traveller provides three-row seven-seat layout, wheelbase is 2820mm, usable space ratio 66%, maximum trunk capacity 1496L, rear seats support flat folding. 38 storage spaces throughout the vehicle.

In terms of energy consumption, tested by automotive bloggers from five countries: South Africa, Indonesia, UAE, Poland, and Mexico, the BJ30 Traveller achieved fuel consumption not exceeding 5L per 100km in every country, with a range over 1,000 km per tank of fuel. Additionally, the advantage of HEV hybrid is that there is no need to find charging piles, just refuel and go.

The BJ30 Traveller Highlight Edition continues the boxy styling, adopts an orange theme color, full set of trendy styling kit. The front face features a through-type five-star ring lighting group; exclusive dense spoke star-ring wheels with orange outer ring, same color front and rear sport bumpers, including orange grille design surrounded by lighting group; the interior also features matching orange and metal texture trim panels.

In terms of configuration, the BJ30 Traveller Highlight Edition is equipped with high-performance, long-life dedicated AGM battery, cycle life is 3 times that of a conventional battery; rear motor power increased from 55 kW to 70 kW, power is stronger.

The BJ30 Traveller is equipped with seat heating, ventilation, steering wheel heating and other functions. In intelligent configuration, the system can sense raindrops, automatically close windows. 64-color ambient lighting can pulse with the music rhythm.

At the press conference venue, Beijing Off-road partnered with CCTV Finance to conduct a live teardown of the BJ30 Traveller that has driven 150,000 kilometers, to demonstrate durability quality with real vehicle condition. Meanwhile, the camera team visited the BAIC Zhuzhou Super Factory in depth, witnessing how Chinese smart manufacturing maintains excellent quality control for every car from the source.

150,000 kilometers is equivalent to nearly ten years of usage mileage for an ordinary family. After disassembling the BJ30 Traveller: engine turbo is clean with little carbon buildup, power output is still abundant, transmission casing is intact and oil-free, internal gears have no wear or pits, power system status is excellent; battery pack has no bulging, leakage, or internal deterioration/decay, no need to worry about battery aging failure after long-term use; subframe and suspension arms have no rust, oil seepage or leakage problems, the flatness, regularity of the entire chassis is very close to new car, passive safety protection is always on. This live stream proves with lens that BJ30 Traveller uses solid materials, reliable craftsmanship, and outstanding durability, able to bring users lower maintenance costs, longer vehicle replacement cycles, and peace of mind for every trip.

唔知有幾多朋友最近期關注 10 萬內純電 SUV 市場？近段時間睇嚟，呢個細分市場好熱鬧。就講長安啟源全新 Q05 同零跑 A10，上個月銷量分別達 15814 輛同 14372 輛，全部挺進 2026 年 4 月銷量排行全品類前 10，長安啟源全新 Q05 甚至奪得緊緊湊型純電 SUV 市場嘅銷冠。

（長安啟源全新 Q05）

值得留意係，兩款大熱門產品亮點亦唔少，9 萬級可以得到 500km+嘅續航，零跑 A10 甚至配備激光雷達，有高級智駕輔助需求嘅朋友嚟講，呢架車吸引力的確唔低。但係喺價格上，同為高配嘅長安啟源全新 Q05 506Max+ 同零跑 A10 505 激光雷達版，終端價格分別係 9.59 萬同 8.68 萬，手握 9 萬左右預算嘅朋友都可以考慮。明顯係，又去到決賽圈二揀一環節。

（零跑 A10）

如果對預算比較敏感，咁喺長安啟源全新 Q05 同零跑 A10 之間，後者可能更受歡迎，畢竟終端價格實打實平咗幾千元。而且，高配 A10 配有激光雷達，市區/高速情況均能啟動領航輔助駕駛，呢個就係佢嘅優勢所在。當然，如果預算允許，揀長安啟源全新 Q05 高配，都有帶激光雷達嘅高級輔助駕駛。

（長安啟源全新 Q05）

但既然係買車前嘅橫評，唔少全方位對比。首先從尺寸睇，作為緊湊型 SUV，長安啟源全新 Q05 長寬高分別係 4435*1855*1595mm，軸距為 2735mm。而零跑 A10 車型級別就係小型 SUV，長寬高分別係 4270*1810*1635mm，軸距為 2605mm。

（零跑 A10）

如果只係考慮代步、通勤，零跑 A10 嘅細個嘅略有優勢，方便行街串巷。但實際上，好多人買車都要兼顧家用，10 萬內預算也多以剛需用車群體為主。既然係剛需，且有家用需求，嗰空間自然唔好掉鏈子。

（長安啟源全新 Q05）

（零跑 A10）

講返日常家庭出行嚟講，兩車之間 130mm 軸距差異，直接反映喺後排體驗。坐入長安啟源全新 Q05 後排，腿部空間平整兼寬敞，一齊坐 3 位成年人都唔會太擠；但係坐入零跑 A10 後排，無論坐寬定係腿部空間都會細少少。媽咪喺後排照顧孩子，長安啟源全新 Q05 後排更加寬敞嘅空間會更加方便佢操作，孩子都能有更大嘅活動空間。

（長安啟源全新 Q05）

（零跑 A10）

除咗空間，通勤黨同家庭用戶對舒適配置都比較關注。睇嚟對比，兩車都有配電動尾門、無匙進入、自適應遠近光等外部配置。但係從車廂內睇，零跑 A10 副駕無法電動調節，後排靠背都唔支援角度調節，同埋缺少後排空調出風口、車內 PM2.5 過濾裝置等。

（長安啟源全新 Q05）

（零跑 A10）

反觀長安啟源全新 Q05，除咗副駕支持電動調節，前排仲集成咗加熱/通風/按摩/副駕腿托功能，對比零跑 A10 只提供前排座椅加熱，佢嘅品質無疑更上一層樓。包括後排乘員都有少少照顧，例如靠背角度可調、配有後排空調出風口、後排中央扶手/杯架等，更加適合家人同行呢類場景。

（長安啟源全新 Q05）

（零跑 A10）

除咗舒享體驗，行駛系統嘅對比我哋都唔好忽略。首先從大家關注嘅續航睇，長安啟源全新 Q05 同零跑 A10 分別搭載 51.9kWh、53kWh 電池，CLTC 純電續航做到 506km、505km，差異大可忽略。但從電芯供應鏈睇，前者出自寧德時代，後者就係國軒高科/江蘇正力，若論品牌含金量，“寧王”順位自然靠前，更值得信賴。另外，兩車都有全球品質，按照全球嚴苛嘅標準打造，零跑 A10 符合國內、歐盟雙標準，長安啟源全新 Q05 已經喺泰國上市，未來仲會相繼落地多個國家地區，最終開拓歐洲區域，此外仲有央企背書，質量品質都好可靠。

因為本文討論嘅係 A10 嘅 505 版本，採用電池液冷技術，溫控較好，而如果係 403 版本，採用成本低嘅風冷技術，散熱效果較差。呢點上，全新 Q05 做得更好，入門就採用電池直冷技術，高配用嘅係液冷技術，能更好地實現熱管理，保證電池安全。

（長安啟源全新 Q05）

（零跑 A10）

動力方面，長安啟源全新 Q05 同零跑 A10 都係前置單電機佈局，電機最大動力輸出分別係 120kW/190N·m、90kW/150N·m，0-100km/h 加速時間分別做到 8.9 秒同 10.6 秒。坦率嚟講，兩款車喺純電陣營加速性能都中規中矩；但係相對嚟講，長安啟源全新 Q05 嘅 8 秒級零百加速，喺山路行駛、高速超車等情況下會比零跑 A10 更加分。

（長安啟源全新 Q05）

（零跑 A10）

總結嚟講，零跑 A10 505 激光雷達版優勢突出：價格更低、智駕輔助覆蓋範圍更廣，適合預算優先 + 科技嘗鮮嘅消費者。而長安啟源全新 Q05 更強調“全面”二字：加少少預算同樣可以獲得高級輔助駕駛，而且尺寸更大、舒適配置更高、採用頭部電芯供應鏈，動力亦更強，綜合表現更全能。總括嚟講，預算 9 萬級追求面面俱到嘅家用體驗，長安啟源全新 Q05 506Max+ 更加值得考慮。

Frankly, boxy SUVs have been a bit too hot these years.

Show one at the auto show, square body, bold eyebrows, black wheel arches, add a few camping chairs, sky canopy, coffee pot, and the vibe is instantly there. But the issue is, when consumers actually spend money, they aren't thinking only of poetry and distant dreams. They calculate: Is the commute stuck in traffic daily? Is fuel consumption high? Is it cramped for the whole family? Going to the mountains on weekends, do you regret the fuel cost coming back?

So, for this "5 Nations · Break 5L Fuel Challenge" of the BJ30 Traveler, it looks like a live streaming event, but in reality, it is poking the most sensitive nerve of the boxy SUV market: rugged capability is acceptable, but don't ask me to pay for sentiment daily.

On June 5th, Beijing Off-Road pulled the BJ30 Traveler into a live stream of a 3+ hour field test. Before the event, it had collaborated with local automotive bloggers from South Africa, Poland, Indonesia, UAE, and Mexico for cross-border road tests, covering different climates, urban roads, and unpaved composite road conditions; in the domestic live stream, this 70,000 yuan range boxy SUV finally delivered a result of less than 5L fuel consumption per 100km across multiple road conditions.

This number is very striking. It's even so glaring that it makes people instinctively suspicious.

After all, the phrase "fuel consumption breaks 5" has been worn out in today's automotive communications. Everyone knows fuel consumption tests are most susceptible to route, speed, temperature, and driving style. Claiming all users can consistently achieve 5L is neither rigorous nor responsible. However, what's noteworthy this time is that Beijing Off-Road didn't just use a lab report to fool people; it placed the car in real-world scenarios: urban commuting, highway cruising, rural gravel roads, unpaved surfaces, and light inclines. It at least didn't dodge the scrutiny.

More critically, it targeted not a niche pain point, but the most realistic anxiety of ordinary families.

Imagine a scenario: 8:30 AM, major city arteries clogged in red, traffic inching forward. Traditional fuel-powered boxy SUVs idle there, crawling, fuel gauge dropping slowly, the driver's heart grows impatient. By the weekend, the whole family wants to camp in the suburbs; tents, folding tables, cookers, and children's toys fill the trunk, road conditions shift from asphalt to gravel. At this moment, you hope the car is big, stable, and rugged, yet you don't want it to behave like a fuel-guzzling machine.

The truly smart part of the BJ30 Traveler lies right here.

It didn't package itself as an extreme off-road machine, but targeted the broader market of "Urban Daily Use + Light Off-Road". 3-Motor HEV hybrid, 3-Motor 6 modes, electric AWD, sounds like tech jargon, but in plain language it means: use electric drive more at low speeds, save fuel in traffic jams, and engage the engine when power is needed. For most people, this is more persuasive than chanting "Hardcore Gene" a hundred times.

Consider the space. 2820mm wheelbase, 1.92m large bed with rear seats folded, full set of camping gear can be stored, these numbers are not mere show. Chinese families buying SUVs rarely do so just for the driver's pleasure. Can children stretch their legs in the rear? Does the elderly get tired sitting for long? Can the trunk fit camping gear? These details are more telling than a single line about "segment-leaping space". Not feeling cramped when sitting inside, and not struggling when packing, is true family value.

Of course, the BJ30 Traveler also didn't completely give up on "Wildness".

215mm ground clearance, ATS All-Terrain System, millisecond-level electric AWD. Facing country roads, gravel, unpaved surfaces, and light inclines, these configurations are sufficient. Note, sufficient, not mythical. It's not asking you to take it to uninhabited areas to face challenges head-on, nor replacing traditional hardcore off-roaders. It serves more authentic Chinese mobility: county roads, mountain paths, muddy roads at farmhouses, and the last two kilometers before the campground.

This is where it's most worth talking about.

In the past, many boxy SUV models sold posture; they looked good driving out and stylish parked in front of coffee shops. But posture can't fill your stomach. Fuel costs, maintenance, space, comfort, and drivability ultimately end up on a family budget. The BJ30 Traveler's strength lies not in any single parameter being exaggerated, but in forcibly combining "Boxy Sentiment" with "Family Economics".

The "70,000 yuan price range, scarce boxy HEV at the same price point", this sentence is where the real impact lies.

Because it lowered the threshold for things that previously seemed exclusive. Previously, if you wanted a boxy SUV, you often had to accept higher prices, higher fuel consumption, and stronger usage compromises. Now the BJ30 Traveler tells you: I give you the boxy look, hybrid low fuel consumption, plus large space and light off-road capability. It may not top every category in the industry, but the combination is powerful, especially for fuel-powered SUVs in the same price range.

However, I still reserve a little hesitation.

A single live stream cannot prove everything. Whether the 5-nation road test or domestic field test, the true test remains in the users' hands. How is the real fuel consumption after a year of driving? How is the stability of the electric AWD under high-frequency complex road conditions? Is the long-term maintenance cost truly as worry-free as advertised? These questions cannot be stamped with a single event. The market lacks no noise; it lacks a reputation that can stand the test of three years.

But conversely, the BJ30 Traveler has already thrown the problem to peers.

If a 70,000 yuan boxy SUV can press fuel consumption within 5L, can offer a 2820mm wheelbase, 1.92m large bed, 215mm ground clearance, and cover city, highway, rural, gravel, and light off-road scenarios, then those products that only stack styling, stack emotions, and stack slogans should be nervous.

On June 12th, the BJ30 Traveler Highlight Edition will also be launched. Official information shows the new car will have configuration upgrades, power optimization, and new exclusive colors. Simply put, Beijing Off-Road has no intention to stop there; it wants to keep stoking this fire. As for whether it will become a blockbuster, it depends on the final price, configuration sincerity, and the real reputation after delivery.

But at least for now, the BJ30 Traveler has put a question on the table: Boxy SUVs, why must they always be expensive and fuel-guzzling?

This question is sharp and very realistic.

If the past boxy SUV market sold distance, sentiment, and posture, then the BJ30 Traveler this time sells something else: a sense of freedom that ordinary people can afford. It is not high and mighty, not pretending to be mysterious, nor pretending to be omnipotent. It just tells you: you can save on fuel during the workweek, drive boldly on the weekend, the whole family can fit inside, and the fuel costs won't make you wince.

This is far more ruthless than empty calls for "hardcore".

June 12, the BJ30 Traveler 150,000-unit production exit and Highlight Edition launch event themed "150,000 Loves, Arriving for Glory" was grandly held at BAIC Zhuzhou Super Factory. The scene not only welcomed the smooth exit of the 150,000th BJ30 Traveler vehicle, the brand new BJ30 Traveler Highlight Edition also officially debuted. The new car is positioned as a light off-road SUV, all series enjoy a 30,000 yuan super trade-in subsidy, ordinary version super trade-in price starting at 69,900 yuan, Highlight Edition super trade-in price starting at 82,900 yuan. Meanwhile, Beijing Off-road partnered with CCTV to conduct a live stream of a 150,000-kilometer real vehicle disassembly, using real vehicle condition and factory traceability dual forms to verify the product's solid quality and Chinese intelligent manufacturing strength to the whole network.

Zhang Guofu, Vice President of BAIC Group and Chairman of Beijing Off-road, stated on site that the BJ30 Traveler is currently the fastest-selling light off-road SUV to achieve 150,000 units sales volume domestically. Behind the sales of 150,000 units is the recognition and trust of global users. This model not only presented an eye-catching answer to Chinese HEV technology, but is also a powerful declaration of Chinese intelligent manufacturing going global. As the first HEV hybrid vehicle in the Chinese Box SUV category, the BJ30 Traveler relies on Beijing Off-road's sixty-plus years of off-road technology accumulation, leveraging three core advantages of **Super Off-road, Super Large, Super Savings**, successfully establishing a foothold in the global market.

In terms of off-road performance, the BJ30 Traveler is equipped with the industry-leading three-engine four-wheel drive six-mode HEV hybrid architecture. This system consists of a hybrid dedicated engine with thermal efficiency up to 41% and front-rear dual drive motors forming a three-engine power combination, respectively adapting to different working conditions such as long-distance energy saving, real-time charging, and instant acceleration; the intelligent four-wheel drive system response is only 30 milliseconds, 0.5 seconds to explode peak torque. With energy center lock, four-wheel electronic limited slip, and Intelligent Electric ATS All-Terrain Control System, the vehicle can freely switch six driving modes, easily conquering mud, sand, gravel roads and other complex road conditions, ensuring neither city commuting nor outdoor light off-road is compromised.

Space performance is the core highlight of home travel. The new car adopts a 3-row 7-seat layout, wheelbase reaches 2820mm, space efficiency rate 66%, 3rd row space is spacious, adults with height 1.8 meters can also sit comfortably. Under normal conditions, trunk capacity is 1496 liters, rear seats fully flat fold down to form 1.92 meters super large rest space. The whole car is set with 38 storage points, large and small personal items can be properly stored, fully meeting diversified needs such as family travel, outdoor camping, daily loading, etc.

In terms of energy consumption and usage costs, the BJ30 Traveler performance is very eye-catching. Previously, auto bloggers from South Africa, Indonesia, UAE, Poland, and Mexico jointly tested, this car combined fuel consumption per 100 kilometers is controlled within 5 liters, one tank of fuel range exceeds 1,000 kilometers. The model adopts an oil-hybrid architecture, no need to rely on charging piles, refuel to go, annually can save users a lot of charging time. Meanwhile, first owners can enjoy whole vehicle lifetime warranty, high-voltage battery no safety hazards, later maintenance convenient, parts supply sufficient, truly achieving save money, save time, save worry.

The BJ30 Traveler Highlight Edition launched this time, on the basis of current car models around **Highlight Appearance, Highlight Performance, Highlight Experience** three dimensions comprehensive upgrade. Appearance continues classic box hard styling, equipped with exclusive five-star ring through light group, exclusive star ring wheels and front-rear same color sports bumpers, at the same time newly added exclusive paint and orange interior, matching metal texture trim plate, hard temperament and fine texture both have.

Power system completed multiple optimization upgrades, replaced cycle life up to ordinary battery 3 times high performance AGM battery, equipped with Porsche same type turbocharging technology, whole vehicle charging efficiency increased to 99%; rear motor power increased from 55 kW to 70 kW, intersection start, ramp merge, emergency avoidance and other scenarios power response is more swift.

Driving experience further advanced, new car equipped with seat heating, ventilation and steering wheel heating functions, equipped with induction automatic window closing system, 64 color ambient lights can follow music rhythm change, turn cabin into comfortable pleasant moving living room, take into account daily commute and long-distance travel ride experience.

To give back to the broad consumers, Beijing Off-road launched multiple limited-time courtesies. All series vehicles can enjoy 30,000 yuan super trade-in subsidy, no limit brand, no limit car age, new purchase and trade-in users can all participate. Stacked five exclusive rights: First non-operating owner can be gifted value 6,000 yuan whole vehicle lifetime warranty; provide 0 down payment etc. flexible financial solutions; old customer referral transaction can collect up to 800 yuan JD card; all series vehicles enjoy lifetime OTA free upgrade; basic traffic lifetime free, entertainment traffic enjoy 2 years unlimited. Just coinciding with the World Cup event period, car buying users can also participate in guessing activity, accurately guessing champion team and final match score, additionally enjoy 50,000 yuan car buying subsidy.

Quality always withstands severe inspection. Event scene, CCTV Finance full process live stream a car driven 150,000 kilometers of BJ30 Traveler disassembly whole process. This mileage is equivalent to ordinary family nearly ten years usage mileage, disassembly result shows, engine carbon accumulation very little, power status still full, transmission no leakage, gear wear tiny; battery pack no bulge, leak, decay and other problems; sub-frame, suspension etc. chassis parts no rust, oil seepage phenomenon, whole car condition close to new car standard. Live stream team also deep into BAIC Zhuzhou Super Factory, visited stamping, welding, painting etc. production workshops. Whole factory mass automation robot operation, stamping, welding precision strict, painting uses environmental friendly water-based paint, from production source control body strength, paint surface quality and cabin health, every process is set with quality control checkpoint, build solid quality foundation.

Currently BJ30 Traveler family model official guide price range is 99,900 - 139,900 yuan, covering fuel standard version, fuel advanced version, fuel seven-seat version, hybrid advanced version and all new highlight version multiple configurations, price gradient clear, can meet different budget, different scenario car use needs. From leading landing hybrid technology box SUV, to iterative upgraded highlight version, to winning 150,000 units market good achievement, BJ30 Traveler walked out a "Can City Can Wild, All-round Practical" development route.

In the future, Beijing Off-road will continue to deeply cultivate light off-road market segment, with hardcore products, affordable price, perfect service, promote off-road life popularization, accompany tens of thousands of users run to mountains and daily life, unlock more highlight travel moments.

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.

Eight Models Break 20,000 Monthly Sales, Song and Yuan Brands Stabilize at 50,000

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.

Fang Cheng Bao Year-on-Year Surges 139.7%, Brand Upward Positioning Takes Effect

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.

Overseas Explosion: 160,600 Units in Single Month, Accounting for Over 40% of Total Sales, Becomes Second Growth Curve

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.

Intelligent Driving Empowers Product Iteration, H2 New Products Prepare to Surge Volume

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.

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.

Article | Auto Expert Compilation

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May 21, the opening ceremony of the 12th Chengdu International Auto Parts and Aftermarket Service Exhibition and the China Auto Ecosystem Partners Conference was held at Century City New International Conference and Exhibition Center in Chengdu. This event, themed "Leading the Trend 2026: A Must-Do, Taking a Step Ahead", focused on two current hot topics "Automotive Modification Industry Supply Chain" and "Automotive Complete Vehicle & Parts Industry Going Global", gathering industry elites to discuss the industry's future, injecting strong momentum into the high-quality development of the Southwest automotive industry.

During the keynote speech session, Xu Changming, former Deputy Director of the National Information Center and Senior Economist (Positive Level), believed that China's auto exports are at a historical leap stage, and the underlying logic for future growth is solid - release of demand in emerging global markets, qualitative change in competitiveness of Chinese brands, and active going global of the whole industry chain. Despite volatile factors such as trade friction and local protection, the trend of internationalization is irreversible. Enterprises should focus on quality and service, avoid vicious competition, promote the upgrade from "Complete Vehicle Export" to "Ecosystem Going Global", and achieve sustainable, upward global development amidst fluctuations.

The following is the speech transcript (compared based on recording by Auto Expert):

Respected guests, good morning! I am very happy to share my views on auto export and internationalization trends with you today.

This chart shows that during the "14th Five-Year Plan" period, China's auto exports achieved leapfrog development. Before 2020, for about ten-plus years, auto exports were stable at around 1 million vehicles. In 2021 it reached 2 million vehicles, and last year it reached 7.1 million vehicles. In five years, it increased by 6 million vehicles, which is a major trend. In the first four months of this year, exports reached 3.18 million vehicles, up 62% year-on-year, another year of rapid growth. China has large export volumes in major global regions and countries. Among them, exports to Asia are the highest, reaching 3 million vehicles last year, followed by Europe. At the country level, exports to three countries exceed 500,000 vehicles, exports to five countries are at the 300,000 vehicle level, and exports to more than ten countries are between 100,000 and 200,000 vehicles. Overall, China's export distribution globally is relatively balanced.

Everyone is concerned about the export trend in the next five years. We judge that in the next few years, China's auto internationalization will still maintain a relatively good development trend. There are three reasons:

Reason One: The potential of international markets is huge, providing potential opportunities for China's auto exports.

This chart shows the change in global auto market sales over the past twenty-plus years. Actually, going back forty years, from 1960, global total auto sales increased by 10 million vehicles every ten years. The fastest recent growth was from 2011 to 2017, increasing by 20.2 million vehicles in seven years. Why so fast? Because China and India, two major population countries, saw synchronous market growth in these seven years - China doubled, and India's market also rose. During the "14th Five-Year Plan" period, the past five years saw recovery growth from the pandemic, with the global market increasing by 13 million vehicles, of which China accounted for over 6 million vehicles, and we shared a larger portion of the increase. More critically, the growth of the global market mainly comes from emerging market countries. The two curves in the chart, blue represents mature markets, red represents emerging markets. Mature markets are stable at 40 million vehicles, no growth in twenty years, and even slightly declining in recent years; while emerging markets grew from over 9 million vehicles to over 40 million vehicles. Starting from 2021, consumption in emerging market countries surpassed mature markets. The characteristic is: purchasing power is not strong enough, but they want to buy cars. Therefore, Chinese cars have a market in models with moderate prices and higher performance/quality, and this market will grow relatively fast in the future.

Research on the basic law curve of auto demand: The horizontal axis is GDP per capita, the vertical axis is vehicle ownership per 1,000 people. The basic law is: when GDP per capita is between 1,000 and 3,000 USD, as long as the economy grows, ownership per 1,000 people rises, generating a large amount of new demand every year; after exceeding this range, ownership per 1,000 people no longer grows, mainly shifting to replacement demand. There are still many countries in the world at the bottom left - low GDP per capita, low ownership per 1,000 people. As long as these countries' economy grows in the future, demand will grow.

Looking at specific regions: Latin America, 660 million people, total sales last year 4.25 million vehicles. China has 1.4 billion people, Latin America is about half of China, according to China's per capita purchasing level, its sales should reach 12 million vehicles, but now it is only over 4 million vehicles, huge potential. Middle East region, 380 million people, sales last year 3.43 million vehicles, according to China level should reach around 7 million vehicles. ASEAN region, nearly 700 million people, sales last year only 2.8 million vehicles, sales corresponding to half of China's population should be 12 million vehicles, therefore huge growth space. Africa 1.5 billion people, more than China, sales last year only 1 million vehicles, not even a fraction of China's, potential is even greater. Of course, the prerequisite is economic growth. So, as long as the global economy, especially emerging market countries' economy grows, auto demand has great space, and these markets are exactly where Chinese cars have competitiveness.

Reason Two: The competitiveness of Chinese brand cars globally has improved rapidly, reflected in data performance and reputation.

First look at data: In 2020, for every 100 cars sold in overseas markets, Chinese brands only accounted for 0.8 cars. By last year, this number rose to 6.5 cars, growth was very fast. The share in emerging markets is higher, slightly worse in mature markets. The line below is our share per 100 cars in developed country markets, although also rising, overall share is low, less than 3 cars. But in emerging markets, for every 100 cars sold, we account for 13.6 cars, basically reaching Japan's level. Look at EVs, competitiveness is stronger: for every 100 EVs sold in overseas markets, we account for 18.7 cars; for every 100 fuel cars sold, we only account for 4 cars. EVs also account for nearly 10% in mature markets, and still growing. In emerging markets, for every 100 EVs sold, we account for over 50 cars, more than half are Chinese brands. Thirty years ago, the EV market was dominated by Germany, Japan, South Korea, and the USA, now in emerging markets more than half are Chinese brands.

Just having data is not enough. If the reputation is poor, it will repeat the fate of motorcycles - in 2002, 2003 we quickly became first in the Vietnam motorcycle market, but surpassed by Japan after three or four years because quality was not good. Now our reputation is very good. For example in Thailand, for every 100 EVs sold, Chinese brands account for 86 cars; in Indonesia, account for 92 cars. User evaluation is very high: Great Wall Motor customer feedback, Chinese EV safety systems are done very well, automatic follow, braking, anti-collision technologies are almost all present.

Fuel car reputation is also very good: 23.6% share in Malaysia fuel car market, 38.5% in Egypt. A multi-brand dealer in Malaysia evaluated, Chinese car prices are close to local brands, but configurations are far superior, especially in smart cockpits, sunroofs, electric seats, LED lights, etc., extremely attractive to young consumers. Egypt users say, initially felt owning Chinese cars was risky because Chinese cars often had faults before, but this view changed over the past five years, Chinese auto quality has significantly and unexpectedly improved.

These are conclusions obtained by the National Information Center through in-depth research. Good quality, good reputation, next step if spare parts supply and after-sales service system can be significantly improved, China's auto going global will be unstoppable - this is the extension of domestic competitiveness. Five years ago exports stayed at 1 million vehicles, because domestic competitiveness was not enough. Last year, independent brand domestic market share already reached 64%, while in 2020 it was only 33%.

Reason Three: Industry chain entities represented by complete vehicles are all actively promoting internationalization.

In terms of complete vehicles, three enterprises with million-unit exports: Chery 1.33 million vehicles, BYD 1 million vehicles, SAIC Passenger Vehicle plus Commercial Vehicle close to 1 million vehicles. Half million level: Geely, Great Wall, Changan. 100,000 level: JAC, Dongfeng, GAC, FAW. Enterprise distribution is also relatively balanced, will not affect overall exports due to individual enterprise issues. Chery has ranked first among Chinese brands in exports for 23 consecutive years, overseas sales revenue exceeded 100 billion yuan last year, overseas dealers reached 3,000. During Beijing Auto Show, Chery set up a separate hall, inviting overseas dealers to China to visit Wuhu factory. BYD chased very fast in the recent two years: 400,000 vehicles exports in 2024, reached 1 million vehicles in 2025, relying on EVs to open international market, brand reputation has formed. Others like SAIC, Changan, Great Wall also have unique advantages.

In addition, parts enterprises, logistics, dealers, automotive financial institutions, service agencies, etc. are all actively going global - as experts said "Ecosystem Going Global", although slightly weaker compared to complete vehicles, overall trend is good. Joint venture brands are also doing exports, last year reached 830,000 vehicles, Tesla, Kia, Volvo, Hyundai, Ford leading the way. Many joint venture enterprises see sales decline in China market, only relying on domestic market difficult to sustain, therefore all make export a strategy. Kia is most typical: domestic sales 100,000+ vehicles, exports 170,000 vehicles, maintain 300,000 vehicle scale, realized profit last year, became "Small but Refined" case. Volkswagen, Toyota, etc. are also researching how to utilize China production capacity and manufacturing capability for export, especially new energy vehicles.

As overall export volume rises, professional niche markets will also follow. For example, off-road vehicles, started two years late, accelerated starting 2023, reached 500,000+ vehicles last year, increased more than double for consecutive years. This March off-road vehicle exports 80,000 vehicles, at this scale annual is expected to reach 1 million vehicles. Next step, modified cars will also have good development. Used car exports will also increase. Therefore, future export forms will be diversified, both complete vehicles, also industry chains and ecosystem chains, can build factories themselves, also can utilize local production capacity, etc.

Of course, I also agree with the views of the two experts: exports will not rise in a straight line, but develop amidst fluctuations. Because auto is very important to any country, only exporting complete vehicles opponents will definitely not be willing, and cannot crush local industry. So, my confidence in exports is firm - it will definitely develop gradually forward amidst fluctuations.

Thank you all!

In May, China's automotive market overall presented a gentle recovery trend, with domestic brands still being the sales backbone of the market. Recently, BYD, Geely, Chery, Changan, and Great Wall, the top 5 domestic automakers, successively released their monthly performance reports. From the data, these five companies show a general characteristic of "stable total growth, divergence between domestic and international markets, and accelerated new energy penetration". Overseas exports and new energy vehicles have become the most core growth engines; export business has evolved from a "bonus item" to the "core foundation" for some companies. BYD's "dominant leader" status is further consolidated, Chery achieved high growth via exports, Geely's new energy penetration rate broke 56%, Changan focused steadily on balanced development, while Great Wall appeared slightly under pressure during structural transformation.

BYD: Export Hits New High Becomes Biggest Highlight

In May, BYD stood firmly at the top of domestic brands with a monthly sales volume of 383,500 vehicles, maintaining positive growth both year-on-year and month-over-month under a large base. Its two main brands, Dynasty and Ocean, sold a combined 330,200 vehicles, contributing 86.1% of total sales; Fangchengbao's monthly sales broke 30,000 units to reach 30,200, a year-on-year increase of 139.7%, setting a new high for the year; Denza sold 16,300 vehicles, and Yangwang delivered 286 vehicles. From a model perspective, BYD had eight models in May with monthly sales exceeding 20,000 vehicles. The Song Family and Yuan Family both broke 50,000 units, selling 51,370 and 56,691 vehicles respectively. The Sea Lion Family followed closely with 42,615 vehicles, and Seagull sales were also close to 40,000 vehicles.

BYD's biggest highlight in May was exports. Overseas new energy vehicle sales reached 160,600 units, an 80.4% year-on-year increase, accounting for about 42%. The sharp expansion of export scale effectively countered the phased weakness in domestic demand. Cumulative exports from January to May exceeded 620,000 vehicles. High export growth mainly benefited from continued ramping up of overseas factory capacity, improved ocean shipping capacity, and accelerated channel network expansion. In the domestic market, BYD promoted Megawatt Super Charging and intelligent strategies simultaneously—Megawatt charging achieved about 90% charge in 9 minutes; 20,000 super charging stations are planned to be built by 2026; all series models are available with Sky Eye B intelligent driving solutions and city navigation safety fallback plans, accelerating the popularization of high-level intelligent driving. As Gen 2 Blade Battery capacity gradually releases, the company's orders are expected to continue rising.

Chery: Sales Growth Leads the Top 5

Chery Group's total sales volume in May was 247,800 vehicles, a significant year-on-year increase of 20.5%, ranking first in growth speed among the top 5. Exports remained its most core growth engine—May exports reached 181,900 vehicles, an 80.5% year-on-year increase, accounting for 73.4% of total sales that month, continuously breaking the single-month export record for Chinese brands for three months. In terms of new energy, Chery New Energy sold 100,300 vehicles, a 58.8% year-on-year increase. April and May consecutively saw monthly new energy sales breaking 100,000 vehicles.

The strong performance in exports benefited from Chery's long-term deep cultivation of overseas channel advantages and localized operation capabilities. While overseas orders continued to rise, high export growth formed a sharp contrast with domestic sales—Chery's domestic sales in May were only 60,000 vehicles, accounting for one-quarter of total sales. From cumulative data, Chery Group accumulated 1.101 million sales from January to May, but against the annual goal of 3.2 million vehicles, monthly averages need to reach about 420,000 vehicles later, and pressure remains significant.

Geely: New Energy Penetration Rate Breaks 56%

Geely Auto's total sales volume in May was 237,600 vehicles, a 1% year-on-year increase, achieving month-over-month double growth for three consecutive months. In terms of structure, Geely's "New Four Transformations" transformation showed significant results: new energy vehicle sales reached 133,400 units, accounting for 56% of total sales, with new energy share exceeding 50% for four consecutive months.

From sub-brands, performance was significantly divergent. Zeekr brand sales in May reached 34,400 vehicles, a 82% year-on-year increase; Zeekr 9 Series and 8 Series models combined sales approached 50% of total sales, showing bright performance in the high-end market; Galaxy brand sales were 81,700 vehicles; Geely brand sales were 182,500 vehicles, among which China Star Series sales reached 100,800 vehicles; Lynk & Co brand sales were 20,700 vehicles, with new energy vehicle sales share rising to 71%.

In terms of exports, Geely's overseas vehicle exports in May reached 85,100 vehicles, a explosive 184% year-on-year increase, setting a brand single-month export record high. Among exported products, new energy vehicles reached 40,800 units, accounting for nearly half; hybrid and pure electric products have successively landed in Southeast Asia, Middle East, Latin America, and other markets, highlighting the results of global strategy implementation.

Changan: Multi-brand Matrix Balanced Effort

Changan Auto's delivery volume in May was 209,100 vehicles, among which new energy deliveries were 92,400 vehicles, a 5.8% year-on-year increase, with new energy share about 44%. In terms of exports, overseas deliveries reached 70,700 vehicles, a 38% year-on-year increase, becoming another major growth highlight for Changan in May.

In the sub-brand matrix, Changan Qiyuan delivered 34,500 vehicles in May; All-New Q05 delivered 15,800 units, with orders breaking 3,000 units within three days of listing in Thailand; Deepal sales in May were 33,200 vehicles, a 30% year-on-year increase; January to May overseas cumulative sales were 28,700 vehicles, a significant 167% year-on-year increase; Avatr delivered 7,336 vehicles in May; Changan Auto (Gravity) delivered nearly 49,000 vehicles in May.

Changan Auto's balanced layout was fully reflected in May: the fuel car base remained stable, new energy brands Deepal and Qiyuan accelerated volume growth, high-end brand Avatr continued to break through in technical cooperation, and overseas markets simultaneously achieved breakthrough growth. The pattern of five brands working together, driven by both new energy and exports, is initially taking shape.

Great Wall: Overseas Sales Growth Year-on-Year 46.75%

Great Wall Motor's sales in May were 100,400 vehicles, slightly down compared to last May's 102,200 vehicles, making it the only company among the top 5 to show a year-on-year negative growth. From sub-brands, Haval brand sales in May were 55,500 vehicles, remaining Great Wall's most important sales pillar; Tank brand sales were 17,100 vehicles; both Haval and Tank brand sales showed year-on-year declines; Wey brand sold 8,119 vehicles, a 31.78% year-on-year increase, achieving growth against the trend; Ora brand performance was most stunning, with sales of 6,018 vehicles, a significant 206.88% year-on-year increase. In terms of new energy, Great Wall sold 30,400 new energy vehicles in May, with new energy vehicle transformation gradually accelerating.

The overseas market became Great Wall's biggest highlight in May, with overseas sales growing 46.75% year-on-year. Against the background of pressure on the domestic market, strong growth in overseas business effectively made up for the decline in the domestic market. Great Wall Motor's current core contradiction lies in: Haval and Tank, the two traditional main-selling brands, face weak growth, while Wey and Ora brands, although growing notably, have relatively small volume and are not yet enough to support overall growth. How to complete the "relay" between old and new brands is the key issue Great Wall must solve subsequently.

Final Thoughts

From May data, the growth pattern of the top 5 domestic brands has clearly diverged, but there are three common trends worth noting: First, exports have become a key engine for domestic brands to seek stability and growth. Second, new energy transformation is still accelerating, but paths differ among enterprises. Third, technological innovation continues to deepen brand moats. Looking ahead to the second half of the year, competition in the automotive industry will continue to upgrade around these three trends. Although everyone has a common direction, these three trends are all competing for the entire enterprise's industrial chain strength, and the strong will remain strong, which has almost become an inevitable outcome.

Folks, today let's talk about big news on going global—not selling cars, but selling "drivers". On June 2, WeRide and Uber jointly announced a plan: to launch the country's first commercial Robotaxi pilot service in Madrid, Spain. In other words: Spanish residents will soon be able to hail a driverless taxi via Uber. This is the first time WeRide and Uber are partnering to enter the European market. Madrid also becomes the 12th city globally where WeRide's Robotaxi arrives.

According to official news, with the support of the Madrid regional government, this service will officially launch within this year. At that time, friends in Madrid can open the Uber App and call WeRide's Robotaxi with one click. It's just like calling an ordinary ride-hailing service, the difference is the arriving car has no driver—at least initially, there is still a difference. In the initial operation phase, a professionally trained safety monitor will be on board, as it's just launched, safety comes first.

This company, WeRide, you might have heard of it, or you might not. A brief introduction: Established in 2017, it has been dedicated to Robotaxi technology R&D and commercialization. Currently, its Robotaxis cover Guangzhou, Beijing, Singapore, Abu Dhabi, Dubai, Riyadh, Zurich... plus Madrid now, totaling 12 cities. Spain is also the 5th European market WeRide has entered—previously entered Switzerland, France, Belgium, Slovakia. According to the plan agreed by WeRide and Uber in May 2025, they plan to deploy Robotaxi services in 15 new international cities within five years, deploying tens of thousands of Robotaxis globally. With the Madrid launch, the deployment in 4 cities has been completed, and 11 more will be covered successively before 2030.

To be honest, it's not the first time Chinese autonomous driving companies are going global, but the combination of Chinese technology + global mobility platform + European market is quite interesting. Madrid is one of the European Robotaxi markets with the most commercial potential, with a large population, high travel demand, and friendly local policies. Being able to take root in this market is a significant milestone for WeRide. For Uber, introducing Robotaxis is also a way to reduce costs—after all, drivers don't need salaries. For Madrid residents, hailing a taxi might be cheaper in the future.