【懂車之道 產業】我們來盤點一下 2026 年 10 月 28 日,汽車圈都發生了一些什麼大事件。
汽車事件一:保時捷 2026 年前三季度財報
10 月 27 日,我們從官方獲悉,2026 年前三季度保時捷業績,整體表現穩健。報告期內,集團實現營業收入 252.8 億歐元,同比下滑 5.9%;營業利潤 17.4 億歐元,銷售營業回報率 6.9%。

集團前三季度銷售營業回報率升至 6.9%,去年同期為 0.2%。該指標大幅提升,一部分原因是去年同期產生了 27 億歐元戰略調整相關費用,相比之下,2026 年前三季度同類費用約為 5 億歐元;同期汽車業務息稅折舊攤銷前利潤率(EBITDA)達到 17.3%,高於去年同期的 11.9%。現金流方面,汽車業務淨現金流增至 25 億歐元,淨現金流利潤率提升至 11.3%(去年同期 5.6%)。
汽車事件二:寧德時代全固態電池有望 2027 年實現小批量生產

10 月 28 日,寧德時代在回應投資者關於固態電池進展的提問時表示,公司持續加碼全固態電池研發,相關技術處於行業領先水平,全固態電池有望在 2027 年實現小批量生產。
汽車事件三:宏光 MINIEV 累計銷量突破 200 萬輛

日前,上汽通用五菱宣佈,宏光 MINIEV 銷量正式突破 200 萬,連續 74 個月榮獲國內 A00 級純電銷量冠軍,穩居全球微型新能源汽車累計銷量第一,並登頂中國品牌純電單一車型累計銷量榜首。
汽車事件四:因湃電池泰國工廠將於 10 月 29 日開業
10 月 28 日,廣汽宣佈因湃電池泰國工廠開業暨首套動力電池下線儀式將於 10 月 29 日正式舉行。從「產品出海」到「製造出海」,因湃全球化戰略邁出關鍵一步,進入本地化製造新階段。

10 月 15 日,廣汽自研的因湃電池第 30 萬套動力電池正式量產下線。目前,因湃電池已經能夠快速適配埃安的產品陣列,廣泛應用於埃安 i60、埃安 N60、埃安 UT 等主流車款。其中,搭載因湃電池的 2027 款埃安 i60,更是實現了同級領先的 700 公里超長續航。30 萬套電池下線,是廣汽自研電池完成從技術自信,到市場信任的關鍵一步。
《每日車聞》,這裡有最新的當天汽車新聞,請繼續關注《懂車之道》。

In Malaysia's SUV market, many buyers compare Toyota Harrier and BMW X1 when choosing a car. These two cars are quite close in price and positioning. Today, we will do a detailed comparison from multiple aspects to help you save time on research.
The OTR price of Toyota Harrier in Malaysia is RM 289,000 - 289,000, with a total of 1 version, including 2026 HEV 2.5L Standard (RM 289,000) etc.
The OTR price of BMW X1 in Malaysia is RM 252,800 - 252,800, with a total of 2 versions, including sDrive18i (RM 220,000), sDrive20i (RM 250,000) etc.
From a price perspective, the starting price of BMW X1 is RM 36,200 cheaper than Toyota Harrier. Honestly, in this price range, a difference of a few thousand isn't actually that big, the key is to look at overall value for money and long-term usage costs.

Toyota Harrier is equipped with a 2.0L Turbo, 220 hp. Official fuel consumption 9.5 L/100km.
BMW X1 is equipped with a 2.0L Turbo, 220 hp. Official fuel consumption 9.5 L/100km.
Both cars use the same powertrain, and the driving experience is basically the same. Fuel consumption is also similar, so there's no need to worry too much about this point.

The safety rating of Toyota Harrier is 5★ (ASEAN NCAP), active safety systems include Brand ADAS.
The safety rating of BMW X1 is 5★ (Euro NCAP), active safety systems include Premium ADAS.
Regarding safety features, both cars have received good ratings. However, there are some differences in functionality between Toyota Harrier's Brand ADAS and BMW X1's Premium ADAS. If you value active safety highly, you can compare their feature lists in detail.

Toyota Harrier warranty 5 years/unlimited mileage, maintenance interval every 10,000km or 6 months.
BMW X1 warranty 5 years/unlimited mileage, maintenance interval every 10,000km or 6 months.

Overall, both Toyota Harrier and BMW X1 are excellent models in the Malaysian market. Which one to choose depends on your personal needs and budget. We recommend doing your research, comparing quotes from several dealerships, and then test driving to make the final decision. Buying a car is a major decision, spending some time on research will never go wrong.

In Malaysia's SUV market, many buyers compare Toyota Harrier and Ford Everest when choosing a car. These two cars are quite close in price and positioning. Today we will make a detailed comparison from multiple aspects to save you time on research.
The OTR price for Toyota Harrier in Malaysia is RM 289,000 - 289,000, with a total of 1 version, including 2026 HEV 2.5L Standard (RM 289,000) etc.
The OTR price for Ford Everest in Malaysia is RM 266,338 - 430,838, with a total of 6 versions, including 2026 3.0T 4WD Platinum (RM 430,838), 2026 2.0T 4WD Platinum (RM 348,838), 2026 2.0T 4WD Sport (RM 316,838) etc.
In terms of price, Ford Everest's starting price is RM 22,662 cheaper than Toyota Harrier. Honestly, in this price range, a difference of a few thousand is actually not significant; the key lies in the overall value for money and long-term usage cost.

Toyota Harrier comes with a 2.0L Turbo, 220 hp. Official fuel consumption 9.5 L/100km.
Ford Everest comes with a 2.5L Diesel, 187 hp. Official fuel consumption 8.5 L/100km.
In terms of power, Toyota Harrier's 2.0L Turbo has 33 more horsepower than Ford Everest's 2.5L Diesel, providing more confidence in mid-range acceleration, especially when overtaking on highways. However, Ford Everest's fuel consumption might be more friendly, and the difference in daily city commuting will not be significant.

Toyota Harrier's safety rating is 5★ (ASEAN NCAP), active safety systems include Brand ADAS.
Ford Everest's safety rating is 5★ (ASEAN NCAP), active safety systems include Co-Pilot360.
Both cars have the same safety rating; safety features are quite comprehensive for this class. New cars today have good safety standards, so there is no need to worry too much about this.

Toyota Harrier uses FWD drive mode.
Ford Everest uses FWD drive mode.
Both cars have the same drive mode, both FWD, daily driving experience will not be much different.

Toyota Harrier and Ford Everest are both mainstream choices in the Malaysia market, suitable for family use, daily commuting. If you value brand reputation and resale value more, prioritize the one with better reputation; if you care more about value for money and features, choose the one with richer configurations. Finally, it is recommended to test drive both, as personal experience is the most important.

Overall, Toyota Harrier and Ford Everest are both very good models in the Malaysia market. Which one to choose depends mainly on your personal needs and budget. We suggest doing your research, compare quotes from several dealerships, then test drive to make the final decision. Buying a car is a big matter, spending time on research will definitely not be wrong.

In Malaysia's SUV market, many buyers compare the Toyota Harrier and Ford Everest when choosing a car. These two cars are quite close in price and positioning. Today, we will make a detailed comparison from multiple aspects to help you save time on research.
The OTR price of the Toyota Harrier in Malaysia is RM 289,000 - 289,000, with a total of 1 version, including the 2026 HEV 2.5L Standard (RM 289,000), among others.
The OTR price of the Ford Everest in Malaysia is RM 266,338 - 430,838, with a total of 6 versions, including the 2026 3.0T 4WD Platinum (RM 430,838), 2026 2.0T 4WD Platinum (RM 348,838), 2026 2.0T 4WD Sport (RM 316,838), etc.
From a price perspective, the Ford Everest's starting price is RM 22,662 cheaper than the Toyota Harrier. Honestly, in this price range, a difference of a few thousand is actually not that big; the key is to look at overall cost-performance ratio and long-term usage costs.

The Toyota Harrier is equipped with a 2.0L Turbo, 220 hp. Official fuel consumption is 9.5 L/100km.
The Ford Everest is equipped with a 2.5L Diesel, 187 hp. Official fuel consumption is 8.5 L/100km.
In terms of power, the Toyota Harrier's 2.0L Turbo has 33 more horsepower than the Ford Everest's 2.5L Diesel, offering more confidence in mid-range acceleration, especially when overtaking on highways. However, the Ford Everest's fuel consumption might be more friendly; the difference for daily city commuting won't be too significant.

The Toyota Harrier body length is 4400 mm, trunk 400 L.
The Ford Everest body length is 4400 mm, trunk 400 L.
The dimensions of the two cars are almost identical, and the interior space is not very different. For cars in this class, daily usage is more than enough.

The Toyota Harrier adopts FWD drive mode.
The Ford Everest adopts FWD drive mode.
The drive modes of both cars are the same, both are FWD, there won't be too much difference in daily driving feel.

Both the Toyota Harrier and Ford Everest are mainstream choices in the Malaysian market, suitable for family use and daily commuting. If you value brand reputation and resale value more, you can prioritize the one with better reputation; if you care more about cost-performance ratio and features, choose the one with richer configurations. Ultimately, it is recommended to test drive both, as personal experience is the most important.

Overall, both the Toyota Harrier and Ford Everest are very good car models in the Malaysian market. Which one to choose depends mainly on your personal needs and budget. We recommend doing your research, comparing quotes from several dealerships, and then test driving to make the final decision. Buying a car is a big matter, spending some time researching is never wrong.

喺馬來西亞嘅 SUV 市場,好多買家喺揀車嘅時候都會拿 豐田 Fortuner 同 寶馬 X3 嚟做比較。呢兩款車喺價錢同定位上都幾接近,今日我哋就從多個方面做一次詳細嘅對比,幫你省返做功課嘅時間。
豐田 Fortuner 喺馬來西亞嘅 OTR 售價係 RM 195,880 - 241,880,一總共有 3 個版本,包括 2024 2.8T VRZ Diesel(RM 241,880)、2024 2.7L SRZ Petrol(RM 202,880)、2024 2.4L Standard Diesel(RM 195,880) 等。
寶馬 X3 喺馬來西亞嘅 OTR 售價係 RM 325,800 - 358,800,一總共有 2 個版本,包括 xDrive20i(RM 320,000)、xDrive30e(RM 360,000) 等。
由價錢睇嚟,豐田 Fortuner 嘅起步價確實比 寶馬 X3 平咗 RM 129,920。如果你預算有限,豐田嘅入門版已經可以滿足日常需要。但要留意,平嗰啲幾千蚊,可能喺配備上面會有取捨,具體就要睇你嘅需要。

豐田 Fortuner 搭載 2.5L Diesel,馬力 187 hp。官方油耗 8.5 L/100km。
寶馬 X3 搭載 2.0L Turbo,馬力 220 hp。官方油耗 9.5 L/100km。
動力方面,寶馬 X3 嘅 2.0L Turbo 比 豐田 Fortuner 嘅 2.5L Diesel 多咗 33 匹馬力。不過日常喺市區開,兩款車嘅動力都夠用,唔會覺得夠唔到力。

豐田 Fortuner 嘅安全評級係 5★ (ASEAN NCAP),主動安全系統包括 。
寶馬 X3 嘅安全評級係 5★ (Euro NCAP),主動安全系統包括 Premium ADAS。

豐田 Fortuner 車身長 4400 mm,行李箱 400 L。
寶馬 X3 車身長 4400 mm,行李箱 400 L。
兩款車嘅尺寸差唔多,車內空間分別唔大。呢級別嘅車,日常使用完全足夠。

豐田 Fortuner 保養 5 年/無限里程,保養間隔 每 10,000km 或 6 個月。
寶馬 X3 保養 5 年/無限里程,保養間隔 每 10,000km 或 6 個月。

總括嚟講,豐田 Fortuner 同 寶馬 X3 都係馬來西亞市場幾好嘅車型。揀邊一輛,關鍵始終睇你嘅個人需要同預算。建議大家做足功課,多比較間車行嘅報價,先去試駕先做最後決定。買車係件大事,花少少時間做功課絕對無錯。

In the Malaysian SUV market, many buyers compare Toyota Fortuner and Chery Tiggo 7 Pro when choosing a car. Both cars are quite close in price and positioning. Today, we will make a detailed comparison from multiple aspects to help you save time doing research.
Toyota Fortuner OTR price in Malaysia is RM 195,880 - 241,880, with a total of 3 versions, including 2024 2.8T VRZ Diesel (RM 241,880), 2024 2.7L SRZ Petrol (RM 202,880), 2024 2.4L Standard Diesel (RM 195,880) etc.
Chery Tiggo 7 Pro OTR price in Malaysia is RM 123,750 - 123,750, with a total of 2 versions, including 1.6L Turbo Standard (RM 125,000), 1.6L Turbo Premium (RM 140,000) etc.
From a price perspective, the starting price of Chery Tiggo 7 Pro is RM 72,130 cheaper than Toyota Fortuner. Honestly, in this price range, a difference of a few thousand is not really significant, the key is to look at overall cost-effectiveness and long-term usage costs.

Toyota Fortuner safety rating is 5★ (ASEAN NCAP), active safety systems include .
Chery Tiggo 7 Pro safety rating is TBD, active safety systems include Basic.

Toyota Fortuner body length 4400 mm, boot 400 L.
Chery Tiggo 7 Pro body length 4400 mm, boot 400 L.
The dimensions of both cars are almost the same, the interior space difference is not significant. Cars of this level are completely sufficient for daily use.

Toyota Fortuner warranty 5 years/unlimited mileage, maintenance interval every 10,000km or 6 months.
Chery Tiggo 7 Pro warranty 3 years/100,000km, maintenance interval every 10,000km or 6 months.
Overall, Toyota Fortuner and Chery Tiggo 7 Pro are both very good car models in the Malaysian market. Which one to choose mainly depends on your personal needs and budget. It is recommended to do your research well, compare quotes from several dealerships, and then take a test drive to make the final decision. Buying a car is a major deal, spending time researching will never go wrong.

In the Malaysian SUV market, many buyers compare Toyota Corolla Cross and Subaru Outback when choosing a car. These two cars are quite close in price and positioning. Today we will make a detailed comparison from multiple aspects to help you save time on research.
Toyota Corolla Cross OTR selling price in Malaysia is RM 133,800 - 148,800, totaling 3 versions, including 2026 HEV 1.8L GR Sport (RM 148,800), 2026 HEV 1.8L Standard (RM 140,800), 2026 1.8L Standard (RM 133,800), etc.
Subaru Outback OTR selling price in Malaysia is RM 260,000 - 280,000, totaling 2 versions, including 2025 2.4T R-Touring EyeSight (RM 310,340), 2025 2.5L Touring EyeSight (RM 280,340), etc.
From a price perspective, Toyota Corolla Cross's starting price is indeed RM 126,200 cheaper than Subaru Outback. If your budget is limited, Toyota's entry-level version can already meet daily needs. However, keep in mind that the few thousand difference might involve trade-offs in features, depending on your specific needs.

Toyota Corolla Cross body length is 4400 mm, trunk 400 L.
Subaru Outback body length is 4400 mm, trunk 400 L.
The dimensions of both vehicles are almost identical, with little difference in interior space. For cars in this class, they are more than enough for daily use.

Toyota Corolla Cross uses FWD drive system.
Subaru Outback uses FWD drive system.
Both vehicles share the same drive method, both are FWD, so there shouldn't be a huge difference in daily driving feel.

Both the Toyota Corolla Cross and Subaru Outback are mainstream choices in the Malaysian market, suitable for family use and daily commuting. If you value brand reputation and resale price more, you can prioritize the one with better reviews; if you care more about value for money and features, then choose the model with the richer configuration. Ultimately, it is recommended to test drive both, as a personal experience is what matters most.

Overall, both the Toyota Corolla Cross and Subaru Outback are excellent models in the Malaysian market. Which one you choose depends mainly on your personal needs and budget. We suggest doing your homework, comparing quotes from several dealerships, and then test driving to make the final decision. Buying a car is a major purchase, spending some time researching is never a mistake.

Gasgoo learned that on September 28, Deepal officially announced, the 1 millionth Deepal complete vehicle has officially entered mass production and rolled off the assembly line. This milestone coincided with the launch of the all-new Deepal S07 AI Laser version, which is positioned as a "long-range AI laser smart SUV", deeply co-created by Deepal and Volcano Engine focusing on the Doubao large model and smart cockpit.

Image Source: Deepal
Deepal Chairman Deng Chenghao previewed this milestone in advance on September 26, and stated "Thank you to 1 million users for walking with you". According to official data, Deepal's global sales in August were 28,659 units, cumulative global sales from January to August reached 222,028 units, a year-on-year increase of 11.77%; by the end of August, cumulative global sales had exceeded 947,600 units. In terms of overseas markets, Deepal's cumulative overseas sales reached 52,647 units, a year-on-year increase of 76.98%, Thailand Rayong factory has commenced production, Phase I design annual capacity is 100,000 units.
The Deepal brand started when Changan Automobile launched the "Deepal" new energy brand in January 2022, the first model SL03 was launched in July of the same year. In December 2024, Deepal achieved a leap from 0 to 400,000 units in 29 months. In the field of core technologies, Deepal's self-developed Super Power Integrated Drive system welcomed its 1 millionth roll-off in March 2026, the new generation system assembly operating efficiency reached 94.13%.
Deng Chenghao pointed out during the 2026 World New Energy Vehicle Conference that the elimination race in the new energy vehicle industry is imminent, "single point breakthrough is ineffective, system capability is the key", annual sales of 3 million units is only the "foundation for survival".

從泰國、意大利再到西班牙,比亞迪一路陪伴中國足球小將 2018 隊,拿下一座又一座冠軍。剛結束嘅西班牙 Brava 盃賽事入面,巴塞、馬競等多家歐洲青訓強隊參賽,一共有 67 間隊伍角逐。小將們歷經 9 輪比賽,小組賽四戰全勝,淘汰賽兩次逆轉,準決賽擊敗西班牙人梯隊,決賽通過點球大戰戰勝科爾內亞,以 9 戰全勝嘅成績奪冠。隊入面嘅韓承均(喬治)表現好亮眼,9 場比賽射入 17 球,攞到賽事 MVP 同金靴。


比亞迪對青少年足球嘅支持,同做新能源汽車嘅思路一樣,堅持長期主義。比亞迪喺新能源領域深耕二十幾年,持續投入研發,唔追求短期熱度。由 2024 年開始,比亞迪陸續組織 200 幾名足球少年,去到德國、日本、巴西等國家,同當地頂尖俱樂部交流比賽。去年呢支隊伍參加 Brava 杯止步八強,經過持續打磨,今年站上最高領獎台,呢份堅持終於有回報。


比亞迪自身喺海外市場穩步發展,喺歐洲、東南亞好多地方取得唔錯嘅銷量成績。同時品牌亦喺海外同曼城、國際米蘭、巴黎聖日耳門等足球豪門開展合作,將國際足球資源帶返國內,助力青訓發展。此前小將仲去咗意大利參觀國際米蘭,現場睇意甲比賽,近距離感受職業足球氛圍。

中國足球少年閃耀世界賽場!喺比亞迪嘅支持下,已經有 3 名小將簽約西甲職業梯隊。足球同技術研發都冇捷徑,持續扎根青少年足球,慢慢培養人才,先至可以為中國足球積蓄新生力量。未來比亞迪都會繼續同小將並肩,喺世界各地繼續挑戰,爭取更多好成績。

在馬來西亞嘅 SUV 市場,好多買家揀車嘅時候都會拿 Proton X90 同 Chery Tiggo 8 PHEV 嚟比較。兩款車喺價位同定位上都相當接近,今日我哋就從多個方面做一個詳細嘅比較,幫你節省做功課嘅時間。
Proton X90 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,800,一共有 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。
Chery Tiggo 8 PHEV 喺馬來西亞嘅 OTR 售價係 RM 159,750 - 159,750,一共有 2 個版本,包括 1.6L Turbo Standard(RM 130,000)、1.6L Turbo Premium(RM 145,000) 等。
睇返價錢,Proton X90 嘅起步價確實比 Chery Tiggo 8 PHEV 平咗 RM 52,950。如果你預算有限,Proton 嘅入門版已經可以滿足日常需求。但亦都要注意,平嘅嗰幾千塊,可能喺配備上會要做取捨,具體就要睇返你嘅需求。

Proton X90 搭載 1.5L Turbo,馬力 140 hp。官方油耗 7.0 L/100km。
Chery Tiggo 8 PHEV 搭載 Hybrid,馬力 170 hp。官方油耗 4.5 L/100km。
動力方面,Chery Tiggo 8 PHEV 嘅 Hybrid 比 Proton X90 嘅 1.5L Turbo 多咗 30 匹馬力。不過日常喺市區開,兩款車嘅動力都夠用,唔會覺得唔夠力。

Proton X90 車身長 4400 mm,行李箱 400 L。
Chery Tiggo 8 PHEV 車身長 4400 mm,行李箱 400 L。
兩款車嘅尺寸幾乎一樣,車內空間差別唔大。呢個級別嘅車,日常使用完全夠用。

Proton X90 採用 FWD 驅動方式。
Chery Tiggo 8 PHEV 採用 FWD 驅動方式。
兩款車嘅驅動方式一樣,都係 FWD,日常駕駛感受唔會有太大分別。
Proton X90 保修 5 年/150,000km,保養間隔 每 10,000km 或 6 個月。
Chery Tiggo 8 PHEV 保修 3 年/100,000km,保養間隔 每 10,000km 或 6 個月。
總而言之,Proton X90 同 Chery Tiggo 8 PHEV 都係馬來西亞市場好唔錯嘅車型。揀邊一輛,關鍵仲係要睇返你嘅個人需求同預算。建議大家做好做功課,多比較幾間車行嘅報價,再去做試駕先做最終決定。買車係件大事,花啲時間做功課絕對唔會錯。

8 月 10 日,通用汽車方面針對「雪佛蘭退出中國市場」呢一消息作出官方回應。稱上汽通用繼續喺國內生產雪佛蘭,並且積極探索喺美國以外嘅海外市場機遇。
呢一官方口徑表明,上汽通用生產嘅雪佛蘭確已進行戰略調整,未來將逐步停止中國市場銷售,將發展重心轉向海外出口。參照相關平台銷量統計數據,呢一戰略其實早喺執行緊。
2025 年雪佛蘭喺國內全年零售銷量僅為 1978 輛。進入 2026 年,雪佛蘭銷量統計口徑或已出現斷層。此時將乘聯會嘅數據拿嚟比較,雪佛蘭 2024 年出口銷量達到 17159 輛,2025 年出口 15917 輛,遠超國內銷量。
「停售,但不停產」,往積極正面方向理解,大可以解讀為呢個係跨國車企正重新定義佢哋中國工廠嘅角色。
由「為中國生產」轉向「喺中國生產,為世界供貨」背後,係中國製造業嘅絕對優勢。作為擁有全球最完整、最高效嘅汽車產業鏈同成本優勢嘅我哋,雪佛蘭關閉國內工廠產線勢必造成巨大資源浪費。
但調轉方向再睇,一部份輿論將呢個認定為係現時中國汽車業產能過剩困局嘅一個極致縮影。

所以回到一個業界常年聚焦嘅話題上嚟:中國汽車產業嘅產能真係「過剩」咩?
首先關注全盤嘅產能利用率。這裡要先明確「中國汽車產業嘅產能總量究竟幾多?」嘅問題。
喺一篇來源顯示為人民政協網嘅文章提到,2025 年中國汽車行業總產能約 4870 萬輛;喺大公國際一篇分析文章提到,根據中國汽車工業協會數據,2025 年,我國汽車產量完成 3453 萬輛,全年產能利用率為 73.20%——由此推算總產能約為 4717 萬輛。
所以我們可以將 2025 年中國汽車行業總產能界定喺 4700 萬 -4900 萬輛區間內,再結合當年 3453.1 萬輛產量,由此得出 2025 中國汽車產業全盤產能利用率約喺 70.5%-73.4% 區間內。
對此有觀點認為,呢個數值未能達到國際公認嘅 80%-85% 健康區間。但好多人冇繼續追問,「國際公認」又從邊嚟?
喺中國人民大學學報一篇名為《論中國工業產能利用率嘅合理水平》嘅文章顯示:目前較流行嘅所謂產能利用率「國際標準」係以 80% 左右作為合理水平,呢個觀點實質上源自美國 20 世紀後葉「非加速通貨膨脹嘅產能利用率」嘅研究。
該文亦提到,因為中美兩國產能利用率嘅統計方法同發展階段存在差異,且美國產能利用率趨勢性下移,「國際標準」對當前美國嘅適用性尚且存疑,更遑論作為中國工業產能利用率合理水平嘅判斷依據。
同時,文章採用類似「國際標準」結論得出方法進行實證發現,中國工業產能利用率嘅合理水平約為 75·5%-77.2%。
呢個數值同上文「70.5%-73.4%」相差寥寥,由此可以得出一個淺層結論:中國汽車產業嘅產能並唔真係「過剩」。
甚至,喺華源證券發布嘅一篇汽車行業研究報告中又顯示:2025 年中國汽車製造業嘅產能利用率平均為 73%,對比同期美國汽車及其零部件/美國汽車同輕型汽車嘅產能利用率分別平均為 66%/61%,同期泰國汽車製造嘅產能利用率則為 51%。
咁,喺全盤視野中將輿論定性為「中國汽車業產能陷入過剩困局」嘅說法純屬無稽之談。

其次要關注利用率平均數有無遮掩產能「冰火兩重天」嘅真相,呢可以即刻就拋出一個結論:一定係有。
雖然並未查詢到有同中國汽車產業唔同細分市場產能相關嘅具體統計數據,但可以參考中國電動車百人會論壇(2025)上,工業和信息化部原副部長蘇波嘅發言內容。
佢喺當時提到,現有燃油車產能至少 3000 多萬輛,而新能源車已建成嘅 2000 多萬輛產能大多為新建,油電轉換僅消化咗 200 萬—300 萬輛嘅燃油車產能。
「目前油車產銷量及盈利率大幅下降,產能大量放空面臨生死存亡重大危機,有一部份企業已經停業倒閉,汽車產業生態重構迫在眉睫。」蘇波喺當時講嘅說話,已經照進現實。
咁就以其發言內容作為一項相對權威嘅數據來源,籠統將 2025 年中國汽車產業燃油車細分市場產能定喺 3000 萬輛,新能源車細分市場產能定喺 2000 萬輛。再結合上 2025 年,我國燃油車同新能源車分別完成嘅 1790.5 萬輛同 1662.6 萬輛產量。
得出嘅結果係 2025 年,燃油車細分市場產能利用率約為 59.7%,新能源車細分市場產能利用率約為 83.1%。
呢表明,中國汽車產業嘅產能問題更多係結構性導致,而唔係總量嘅絕對過剩。而結構性過剩勢必唔係即刻出清閒置產能嘅關鍵因素,因為汽車始終係一個包括宏觀週期、政策週期、車型週期等等嘅週期性產業,保留該部分閒置產能,亦算係「晴天修屋頂」嘅合理做法。
但因為一部份輿論過度激化「產能過剩」矛盾,前陣子亦令「工業和信息化部第 408 批公告將一汽夏利、華晨自主、眾泰、獵豹、力帆、華泰、北汽銀翔(幻速)、老海馬等 8 家汽車企業移出汽車企業名冊,整車生產資質被凍結並永久失效」嘅不實消息迅速引發廣泛關注。
咁過剩產能點處理?其實就可以像雪佛蘭、日產、現代、起亞一樣,將中國打造成全球出口嘅基地。而喺度又要引入一個相對敏感嘅政治話題,就係「中國把過剩產能傾倒向世界」嘅敘事喺被西方輿論反覆包裝。
對此,7 月 28 日,商務部專門發布咗《關於所謂「產能過剩」問題嘅中方立場》文件,直指有關國家將經貿問題政治化、以「中國產能過剩」為藉口加碼對華經貿限制嘅錯誤言行。
文件明確指出咗「產能過剩論」嘅根本性錯誤,喺於「產能過剩」標準至今無界定標準,應該根據唔同發展階段、發展水平嚟衡量唔同經濟體同唔同行業嘅產能過剩情況。
所以回到中國汽車產業上嚟,真心建議反覆強調「產能過剩」嘅評論員停一停。

然後嚟探討產能過剩有無同盈利有無嘅關係。
依家業內普遍存在一種態度,係將產能過剩直接關聯咗上車企虧損。其實呢種邏輯係唔得體,等同於將「發燒」當咗「生病嘅原因」。
真正決定車企是否虧損嘅,係三個更底層嘅能力:產品定義能力(點賣出溢價)、供應鏈控制能力(點壓低成本)、技術迭代能力(點唔畀甩落後)。
產能過剩從來唔係虧損嘅原因,而係虧損嘅「曝光機制」,係佢將嗰啲喺順週期被掩蓋嘅產品力不足、成本失控、戰略失誤,喺逆週期入面全部暴露出嚟。
一個能造出好產品、控制好成本嘅車企,就算產能利用率只有 50%,亦能通過出口、代工、定制等方式搵到生存空間;一個產品平庸、成本失控嘅車企,就算產線拉爆,每賣一輛依然喺賠錢。
尤其係主機廠國內產能投放預計已過高峰期嘅當前,當下嘅核心議題唔係「要不要告別產能」,而係「如何加速落後產能嘅出清,同時支持先進產能嘅擴張」。

最後要談一個相對感性嘅話題,就係人同產能,係綁定最深嘅。
當舊產能退場,人卻唔能好似設備咁直接報廢。點樣讓呢代產業工人体面地完成技能遷徙,係每一個主機廠喺完成產能「修復」過程中必須扛起嘅責任。
告別產能,唔係將過剩產能「傾倒」出去,亦唔係用行政命令強行關閉。佢應該係一場有序嘅、有溫度嘅、有制度設計嘅結構重組。
讓該退嘅退得出,讓該進嘅進得嚟,讓跟住產能一路行嚟嘅產業工人,都有個體面嘅落腳點。

8 月 12 日,奇瑞風雲 T7 正式啟動預售,發佈會以「慢功造好車,久等了」為核心主題,依托奇瑞 23 年全球化造車積澱,以全鏈路全球嚴苛標準打造緊湊型純電 SUV。新車共推出 3 款版型,預售指導價 10.99-12.99 萬元,到店支付 1000 元訂金即可享受 7 重購車權益,覆蓋外觀、置換、電池兜底、終身質保、終身保養等全周期用車福利,用親民國民價交付全球標準全能家用座駕。

六大剛需硬核產品亮點分析風雲 T7 都有哪些特點?
風雲 T7 圍繞當代家庭顏值、安全、出行、智能、舒享、安心六大核心剛需全面打磨,拒絕行業「減配入門、高配溢價」套路,實現同級罕見的均衡產品力。
1. 顏值剛需:東西方融合長效美學,久用如新
依托奇瑞全球 10 大設計中心、5000 餘名海內外用戶共創,同源車型登陸米蘭設計週獲國際認可。馭風前臉、風塑綢緞車身搭配天際霞光貫穿尾燈,提供熾焰橙、山煙紫等 6 款耐候車漆配色,漆面標準同步海外高溫、高濕測試規範。

內飾提供溫暖黑棕、極夜黑曜兩種座艙風格,雲翼環抱座艙大面積軟包覆,皮革、密封件不易老化褪色;鵝卵石懸浮揚聲器、菱格縫工藝提升精緻感,兼顧家用耐看與高級質感.
2. 安全剛需:對標歐洲五星標準,全域立體防護
整車按 2026 版 E-NCAP 五星安全、功能安全 ASILD 最高等級研發,歷經 2 年策劃、3 年研發,81 台耐久車累計 600 萬公里路試,覆蓋東南亞雨季、中東高溫、印尼高濕等全球極限路況。
車身採用 80% 高強度鋼 + 18.84% 熱成型鋼打造九橫五縱籠式車身,9 條前部 + 6 條側面碰撞傳力路徑,全系標配 9 安全氣囊(含 48L 雙腔遠端氣囊);自研犀牛電池搭載 6D 多層防護,IP68 防水等級為國標 96 倍,無懼涉水、內澇,從車身到電池構建雙重安全堡壘。
3. 出行剛需:全系 600km 續航平權,告別續航分級溢價
同級獨有的續航平權策略,3 款版型統一搭載 65.05kWh 犀牛電池,CLTC 標準續航 600km,實測續航可達 667km,真正實現入門即長續航,無需加價升級電池。
充電效率行業領先,電量 30%-80% 快充僅需 20 分鐘;搭載全域一體化雙源寬熱泵空調,-30℃至 55℃超寬溫域穩定工作,北方冬季制熱省電、南方高溫散熱高效,搭配 AGS 智能進氣格柵與 14 項低風阻優化,全球多樣氣候工況能耗穩定。

4. 智能剛需:4nm 座駕一體芯片,智座智駕雙在線
搭載 4nm 製程 8775 座駕一體化芯片,72TOPS 高算力,系統響應僅 80ms,開機速度提升 33%。
智能座艙:15.6 英寸 2.5K 防眩光高清大屏,無線兼容 CarPlay、華為 HiCar,靈犀智艙 2.0 內置六大真人語音人格,配備小憩、露營、寵物等六大場景模式;
智能駕駛:獵鷹 500 輔助駕駛系統搭載 22 顆高精度傳感器(3 毫米波雷達 + 7 攝像頭 + 12 超聲波雷達),支持 300 + 全場景自動泊車、跨樓層泊車、一鍵循跡倒車,徹底解決城市停車難題。
5. 舒享剛需:高得房率大空間,國際底盤團隊調校
車身尺寸 4570×1852×1694mm,軸距 2700mm,車內得房率 84%,後排純平地台,腿部空間達 911mm;常規後備箱 450L,後排放倒拓展至 1550L,形成 1955mm 純平大牀,露營、長途出遊裝載無壓力。

9 層雲感座椅標配通風、3 檔加熱,-20℃低溫 5 分鐘升溫至 30℃;全車 38 處儲物空間,車頂、車尾預留重載鉚環與掛鉤。底盤由瑪莎拉蒂前底盤專家領銜國際化團隊調校,50.8:49.2 黃金軸荷比,過彎穩定、行駛平順。
6. 安心剛需:雙重兜底 + 終身權益,全周期用車無憂
行業少見的双兜底 + 双終身保障政策,徹底打消購車後顧之憂:
两大兜底權益:動力電池自身熱失控損毁,賠付同款新車;一年內智能輔助駕駛事故,最高賠付 500 萬人員及第三者損失;
两大終身權益:整車(含三電)終身質保;僅 666 元即可購入價值 3999 元終身基礎保養套餐,每年 1 次免費基礎保養。
精準用戶群體畫像,覆蓋多元家用出行人群
風雲 T7 定位「全球品質國民家用純電 SUV」,四大核心目標用戶高度匹配產品力:
1. 25-35 歲年輕首購剛需家庭(核心主力)
三口 / 二胎年輕家庭,預算 10-13 萬,兼顧城市通勤、週末近郊露營、短途自駕游。核心訴求:長續航無焦慮、大空間坐臥兩用、安全係數高、用車養車成本低。全系 600km 續航、純平大牀、終身質保完美匹配家庭出遊、日常代步雙重場景。
2. 三四線務實品質家庭,看重長期耐用與品控
追求全球標準、拒絕「速成造車」的理性消費者,反感車輛使用 2-3 年後內飾老化、漆面褪色、電池衰減。風雲 T7 全球多地域極限路試、耐候車漆、長效內飾材質、終身三電質保,滿足用戶「一台車開十年」的長期使用需求。
3. 通勤 + 長途兼顧的跨城上班族
日常市區通勤,節假日往返城際高速,頻繁跑長途,極度反感充電等待、續航打折。全系 600km 實測續航、20 分鐘快充、寬溫域熱泵空調,解決冬季續航縮水、高速補能慢痛點。

4. 熱愛戶外露營、輕越野生活方式群體
需要可拓展裝載、車內休息、穩固裝載設備的車型,後排放倒純平空間、全車多處重載錨環、寵物 / 露營專屬座艙模式,適配露營、釣魚、短途戶外出行。
風雲 T7 為何是真正意義上的全球車型?
區別於僅「外銷」的普通車型,風雲 T7 從研發、設計、測試、製造、安全標準全鏈路遵循全球統一造車體系,是奇瑞反向出海試煉、面向全球市場打造的全球車,五大維度支撐全球車型定位:
全球研發設計體系
依托奇瑞遍布全球 10 大設計中心,5000 餘名海內外用戶共創外觀內飾,設計語言同步適配歐洲、東南亞、中東多國審美,同源車型 Lepas L6 登陸米蘭設計週獲得國際認可,兼顧東方雅緻與全球簡約審美。
全球嚴苛安全標準打底
整車開發對標 2026 版 E-NCAP 歐洲五星碰撞標準、功能安全 ASILD 最高等級,高於國內主流造車規範;針對東南亞雨季、中東 55℃高溫、西伯利亞 - 30℃低溫、海島高鹽霧等全球多地域極限環境開展實車試煉,累計整車測試里程超 600 萬公里,耐久專項 145 萬公里,適配全球各國複雜路況與氣候。

反向出海試煉,先全球驗證再交付國內用戶
遵循奇瑞成熟反向出海路徑,拒絕行業速成造車邏輯:整車、電池、底盤先完成海外多國家極限工況驗證,把海外市場嚴苛測試經驗落地國內車型,國內用戶直接享受經過全球路況、氣候打磨後的成熟產品品質。
零部件與製造同步全球統一規範
車身漆面、內飾皮革、密封件、電池防護全部同步奇瑞海外工廠耐候、耐腐蝕製造標準,車內所有非金屬件採用全球長效材質,避免高溫、高濕地區快速老化;犀魚電池 6D 防護、IP68 防水標準滿足海外涉水、多雨國家法規要求。
產品力適配全球多元出行場景
全系統統一 600km 長續航、超寬溫域熱泵空調、高安全籠式車身、全場景智能泊車,無論係歐洲城市通勤、東南亞雨季涉水、中東高溫長途,還係國內城市家用、戶外露營,一套產品力即可覆蓋全球不同國家用戶出行剛需,具備同步出口海外市場的完整產品實力。

在新能源行業加速內捲、不少品牌靠減配換低價的當下,奇瑞風雲 T7 堅持「慢功造好車」長期主義,以 10.99 萬親民預售價格,把全球五星安全、全系 600km 長續航、4nm 高階智能、超大舒享空間、終身用車保障集于一身。作為一台歷經全球淬煉、專為品質家庭打造的全球純電 SUV,風雲 T7 重新定義 10 萬級家用純電的價值上限,現已啟動預售,靜候每一位追求均衡、安心出行的家庭用戶。
