7月乘联会数据出炉,中国车市“国内承压、海外猛涨”的剧情再度上演。当月,国内乘用车零售150.6万辆,同比下降18%;其中,新能源车零售97万辆,同比微降2%,渗透率提升至64.4%。
视线转向海外,却是完全相反的滚烫行情:7月中国汽车出口达109.2万辆,同比大涨57%,并且已连续两个月出口突破100万辆;截至7月,2026年累计出口已达640万辆。按当前增速推演,全年出口销量冲击1000万辆,已从行业预判变成了清晰可触的现实。
这也意味着,中国将会成为世界上第一个年出口1000万辆汽车的国家,这一数字相当于全球最大汽车制造商丰田的年度总销量,为日本汽车年度出口总量的2.5倍。
宏观数字的涨跌固然直观,但7月车市两起标志性事件,或许为观察当下中国汽车产业提供了更具体的切口。其一,在重重设防的欧洲市场,五家主流中国车企销量已经连续两个月超过六家主流日系车企,中国汽车开始真正与全球传统强手正面交锋;其二,零跑汽车全球交付突破10万辆,海外销量快速增长,“技术输出+全球渠道”的反向合资模式,展现出新的增长潜力。
超越日系
出海下半场,要争夺全球份额
2026年5-6月,欧洲31国的销量榜单上,出现了一个颇具标志性的变化。
5月,比亚迪、上汽、吉利、奇瑞、零跑五家中国车企合计销售13.84万辆,同比增长65%;同期丰田、日产、铃木、马自达、本田、三菱六家日系车企合计销售13.04万辆,同比下滑3%。到了6月,中国车企阵营销量进一步攀升至17.16万辆,实现连续两个月对日系品牌的超越。
在欧洲“超越日系”,意义非同一般。
欧洲是全球汽车工业的发源地,日系品牌在这里深耕数十年,依靠可靠性、经济性和精细化的渠道运营,打下了极其稳固的基本盘,是公认的“全球化标杆”。中国车企能在这样的市场中,与日系车企正面交锋并实现反超,意味着中国车企正在加速进入全球主流竞争行列。
中国车企背后最突出的优势,是更快的新能源产品响应能力。中国市场的高强度竞争和完整的产业链,让车企能够更快地把新技术转化为新产品。与此同时,这些优秀的产品和体验,也在重塑海外消费者的认知,让中国汽车从相对陌生的选项,变成了消费者的主动选择。

全新MG4就是一个典型代表。这款在国内红海中厮杀出来的产品,转身以MG4 Urban之名登陆英国、澳大利亚、巴西等市场,首发便跻身多地纯电紧凑车型第一梯队。比亚迪的海外攻势同样迅猛,从面向欧洲市场的插混SUV,到针对日本开发的K-Car,多款车型在发布后迅速成为海外汽车媒体和社交平台的热门话题。
从被看见、被讨论,到被认可、被购买,这种认知层面的转变,意味着中国汽车出海的评判标准正在提高。过去,我们关注“进入了多少个国家、出口了多少辆车”,而今天,更应该关心的是:中国品牌能否进入海外消费者的购车清单,能否与欧洲、日韩品牌正面竞争。
中国汽车出海的下半场,已经不只是寻找海外增量,而是开始争取全球汽车市场的既有份额。
反向合资
跳出存量博弈的新途径
在国内大盘收缩的背景下,总有企业能找到新的增长路径。
7月份,零跑汽车全球交付突破10万辆、同比大增102%。翻倍增长的背后,不只是零跑低调深耕国内市场,更离不开“技术输出+全球渠道”的反向合资新模式。
2023年,零跑与斯特兰蒂斯建立合作关系,到2026年,合作成果迎来丰收。反映到销量结构上,是零跑海外销量占比的快速提升。7月零跑海外销量超1.7万辆,占总销量接近两成,成为新的增长支点。
零跑与Stellantis的合资模式与传统模式完全相反:零跑输出核心技术与产品,Stellantis拿出海外渠道、品牌运营经验等,共同开拓全球主流市场。这种“中方出技术、外方出渠道”的模式,颠覆了延续数十年的合资格局。

零跑能够成为这种模式的先行者,靠的是国内市场练出来的体系能力。平台化研发、零部件通用和供应链协同,让它能够不断摊薄成本、加快产品迭代,当这些优势走向海外,就转化成了更有竞争力的产品和价格。
更值得关注的是,这并不是零跑的孤例。就连过去以“引进来”为主的传统合资车企,如今也开始主动把中国市场变成立足全球的研发、生产和出口基地。
今年以来,上汽大众将途观L Pro、帕萨特Pro出口至乌兹别克斯坦,本土研发的ID. ERA 9X也将登陆越南市场;上汽通用计划从今年10月起,将中国团队主导研发的别克至境E7出口韩国;广汽丰田生产的铂智3X已实现对香港的出口;日产更是直接将中国定位为“全球创新和出口基地”,明确N7车型将从中国出口拉美与东盟。

如果把视线拉到全球维度就会发现,国内市场的承压必然残酷,但也锻造了中国车企的竞争力,并以不同方式向全球市场外溢。一边,是中国品牌直接进入欧洲、日本等成熟市场,与全球强手争夺用户;另一边,是越来越多合资车企借助中国技术参与全球竞争。
两条路径指向的是同一个变化:中国汽车产业的增长战场,早已不再局限于本土市场。一场关乎全球产业格局的重构,才刚刚拉开序幕。

In the SUV market in Malaysia, many buyers often compare Proton X70 and Subaru Crosstrek 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 time doing research.
Proton X70 OTR price in Malaysia is RM 106,800 - 122,300, with a total of 3 versions, including 1.5L Standard 2WD (RM 106,800), 1.5L Executive 2WD (RM 115,800), 1.5L Premium 2WD (RM 122,300) etc.
Subaru Crosstrek OTR price in Malaysia is RM 145,000 - 160,000, with a total of 1 version, including 2.0L e-Boxer (RM 150,000) etc.
From a price perspective, the Proton X70's starting price is indeed RM 38,200 cheaper than the Subaru Crosstrek. If your budget is limited, Proton's entry-level version can already meet daily needs. However, note that the few thousand cheaper might involve trade-offs in features, depending on your specific needs.

Proton X70 safety rating is 5★ (ASEAN NCAP), active safety systems include ADAS (ACC, AEB, LKA, LDA, BSM, RCTA).
Subaru Crosstrek safety rating is 5★ (Euro NCAP), active safety systems include EyeSight.
In terms of safety features, both cars received good ratings. However, there are some differences in function between Proton X70's ADAS (ACC, AEB, LKA, LDA, BSM, RCTA) and Subaru Crosstrek's EyeSight. If you value active safety highly, you can carefully compare the feature lists of both.

Proton X70 body length is 4400 mm, trunk capacity is 400 L.
Subaru Crosstrek body length is 4400 mm, trunk capacity is 400 L.
The dimensions of both cars are almost the same, and the interior space difference is not significant.
Cars in this class are more than sufficient for daily use.

Proton X70 warranty is 5 years/150,000km, service interval every 10,000km or 6 months.
Subaru Crosstrek warranty is 3 years/100,000km, service interval every 10,000km or 6 months.
Overall, both Proton X70 and Subaru Crosstrek are very good car models in the Malaysian market. Which one to choose mainly depends on your personal needs and budget. We recommend doing your homework, comparing quotes from several dealerships, and then test driving to make the final decision. Buying a car is a major decision, spending some time doing research will definitely not be a mistake.

8月6日,全新一代smart精灵1号上市发布,限时权益价14.99万元起,5大权益至高价值超2.5万元。新车推出535 Max与535 Ultra两个版型,超200项整车体验升级,63项同级领先、20项同级唯一。

全新一代smart精灵1号围绕“三电两智”全面进化,大不一样,将四年间的引领势能、市场洞察与用户反馈,转化为一次脱胎换骨的进化,持续引领小车市场价值标准。

全新一代smart精灵1号,不仅搭载全球首个量子级AI电子电气架构EEA 4.0,更全系标配800V碳化硅高压平台。凭借同级领先的6C超快充技术,电量从10%充至80%仅需12分钟。配合雷霆16合一高效智能电驱,城市通勤一周一充,即便长途出行也不必担忧,高效的补能效率,10分钟便可补能300km以上,远途出行也无需担忧。其搭载的神盾金砖电池,以“军工级”安全标准满足电池新国标要求,为每一程提供可靠保障。

智能驾驶辅助方面,全新一代smart精灵1号,搭载满血版千里浩瀚H5辅助驾驶系统,采用英伟达Orin Y高算力芯片,基于采用内置千亿参数WAM世界行为模型赋能的G-ASD 4.0解决方案。车辆依托包含激光雷达在内的31个感知硬件,智能辅助驾驶领航能力覆盖城市、高速等多元场景,有导航的地方都能辅助驾驶,全国都能开。在环岛通行,无保护左转,窄巷通行等20多个难点场景下,其决策更类人、更自然,后续还将通过OTA实现车位到车位功能。
同时,新车“天花板级”的智能泊车能力,将彻底打破“泊车难”:无论是窄小的机械车位还是无标线的空地,全新一代smart精灵1号都能轻松泊入。更有离车泊入、指尖泊车等功能,轻松搞定复杂、极端泊车场景。

智能交互方面,新车配备同级唯一4nm制程龙鹰6P芯片提供高算力保障,实现功能操作毫秒级的响应,15.4英寸2.5K中控屏融合新一代smart OS,率先搭载深度定制最新版本Flyme Auto系统,屏幕更加清晰,色彩更加细腻,交互更加便捷,操作凭直觉,学习零成本。面对包含多地址、多顺序的复杂语音指令,“超级精灵”AI助手可以自主完成路线规划。AI空调可自主感知车内外环境,根据车内外的环境温度、湿度、空气良好度自动调节座舱温湿度、风力,舒适氛围随你所愿。
除了三电两智的焕新,全新一代smart精灵1号的全面升级,依然坚守smart无可替代的品牌D.N.A,每一款smart都由梅赛德斯-奔驰全球设计团队打造,精灵1号也不例外:经典四轮四角风格,让小车也有“大气场”。铂金版专属的日冕金车顶经典回归,与车身搭配出蓝金、白金两款全新配色组合,一眼难忘。同级唯一的D柱璀璨星辰发光Logo与Styled by Mercedes-Benz专属设计徽标,进一步强化了车侧辨识度。搭配19英寸旋翼动感轮毂与高定运动后扰流板,每一面都自带极强的视觉张力。
“紧凑于外,宽适于内”的空间理念,将更多空间留给座舱,2750mm轴距与同级领先的84%超大得房率,让小车身“藏”得下超大空间,配合全车28处分区储物格,从容舒展,气场十足。

新车在座舱内的舒适体验同样越级:新奢SPA舒享座椅采用12层舒适叠层结构,主副驾配备24种按摩组合,配合加热通风功能。同级最多的车内软质包覆面积超5㎡,触之所及皆是柔软。门板扶手及杯托盖板等区域采用同级领先的环抱式3D Mesh工艺。森海塞尔典范音响系统与256色流光溢彩智能氛围灯,从听觉、触觉到视觉营造沉浸式座舱氛围,让每一次出行都成为感官的放松之旅。

安全至上,是smart始终坚持的造车标准:新车依旧按照中欧双五星标准打造,84%钢铝混合笼式车身筑起安全堡垒。新增19项主动安全辅助功能,包含自动紧急制动(AEB)、后方交叉紧急报警与制动(RCTA & RCTB)、爆胎稳定性控制、驾驶员失能辅助等多重能力,为每位乘员构建全域安全体系。

Amazing drives——悦享驾乘,是smart始终想要带给密友的出行体验:smart与奔驰联合对新车底盘进行调校,过弯时悬架支撑扎实有力,滤震干净利落,德系底盘兼具厚重感与韧性。154mm离地间隙足以从容应对多场景路况。同时,新车搭载了CST智能舒适制动系统,能够有效抑制刹车点头,配合智能动态能量回收,兼顾能耗与平顺,起步、过弯、减速皆从容。

本场Live Show,由smart品牌全球公司CEO佟湘北、CMO康毅、明星密友侯佩岑联袂推进,将smart的独特性格与新车特质自然呈现。彩蛋环节,上海、墨尔本、布宜诺斯艾利斯、巴黎、香港、柏林六座城市依次“抢线”催更全新smart精灵2号,传递全球期待呼声。目前,全新smart精灵2号街头艺术涂鸦计划已在全球范围揭开神秘面纱,量产车计划于10月巴黎车展完成全球首秀。

On August 4, GAC Group released the production and sales announcement for July. Data shows that from January to July, GAC Group's automobile sales exceeded 886,000 units, a year-on-year increase of 1.28%. New energy vehicle sales reached 311,700 units, up 66.20% year-on-year. The share of energy-saving and new energy vehicles further increased to 63.96%. The cumulative export volume of independent brands reached 145,000 units, a 130% year-on-year increase, already exceeding the full year 2025 level.

In July this year, GAC Group welcomed an important milestone in development, with cumulative production and sales exceeding 30 million units, entering a new stage of scaled development. At the same time, GAC Group has also appeared on the Fortune Global 500 list for 14 consecutive years.
Independent Brands Show Strong Growth
Joint Venture Brands Consolidate the Core
Since the beginning of this year, independent brands have maintained strong growth momentum, becoming the core growth engine for GAC Group. From January to July, the cumulative sales of independent brands exceeded 400,000 units, a significant year-on-year increase of 33.31%. Among them, July sales exceeded 54,200 units, a 19.91% year-on-year increase.
The Hyper AION Business Unit's cumulative sales from January to July reached 210,400 units, surging 62.08% compared to the same period last year, and continued to maintain double-digit growth momentum in July, with sales increasing 36.37% year-on-year to 28,807 units. Among them, AION i60 monthly sales continued to exceed 10,000 units; AION N60 launched for two months and cumulative deliveries have already broken through 12,000 units, occupying 73.3% of the 100,000-150,000 RMB Laser Radar Intelligent Driving Pure Electric SUV market segment; Hyper S600 simultaneously started launch delivery. In addition, the AION product matrix was upgraded again in July, debuting the AION Ray series, injecting new vitality into brand development.

Hyper S600

AION Ray 7
GAC Trumpchi's cumulative sales so far this year have exceeded 187,100 units, up 9.83% year-on-year, of which July sales reached 22,739 units. In July, GAC Trumpchi product lineup welcomed dual vehicle updates. The 2027 Trumpchi Vision S7 PHEV officially went on sale, and the Fifth Generation Trumpchi GS4 arrived cross-level with an 79,800 RMB affordable threshold, meeting users' diverse car buying needs.

Trumpchi Vision S7 PHEV
Qijing Automotive is a high-end smart EV brand jointly created by GAC Group and Huawei Qiankun. The first model, Qijing GT7, was officially launched at the end of June and started user delivery in July. In the first month after launch, Qijing GT7 sales reached 2,658 units, gaining market and consumer recognition. Enjoy Huawei Qiankun Intelligent Driving ADS 5, leading intelligent experience, extreme handling performance, extraordinary aesthetic design immediately upon delivery, combined with GAC's solid quality and safety endorsement, jointly becoming the core factors that move users to place orders. In terms of channels, Qijing has landed in nearly 300 stores in over 90 cities nationwide. With Qijing GT7 delivery proceeding steadily, the brand's second model Qijing GX7 is also fully accelerated, to be officially launched within the year. Qijing's "One brand, two top-tier flagship models" product matrix is gradually taking shape, and the brand is officially heading towards a brand new development stage.

Qijing GT7
Joint venture brands continue to rely on flagship models to consolidate the core business. GAC Toyota's cumulative sales from January to July have exceeded 402,500 units, of which July sales reached 46,500 units. Camry, Highlander, and Sienna, the three flagship models, had monthly sales of 22,843 units, with sales share reaching 49%; the bZ Series continued to maintain the momentum of monthly sales breaking 10,000 units, with July sales of 12,002 units, accounting for over 25%. The mainstream model bZ3X sales were 9,546 units, consistently ranking in the top tier of joint venture new energy vehicle sales for consecutive months.

GAC Toyota bZ Series
GAC Honda sales in July were 11,686 units. The "2026 First Half China Car Resale Value Report" shows that Accord won the champion of joint venture mid-size sedans again with a 55.90% three-year resale value rate; Breeze ranked second in joint venture compact SUVs with a 58.19% three-year resale value rate. In July this year, GAC Honda's cumulative sales broke through 11 million units, and simultaneously both parties' shareholders signed a renewal agreement, extending the cooperation period to 2038, jointly accelerating electrification and intelligence transformation. According to the plan, GAC Honda will launch 5 new models in the next two years, including two localized new energy vehicle models and brand new hybrid products.

GAC Honda Breeze
Independent Brands Accelerate Overseas
Cumulative Exports Break 140,000 Units, Up 130% Year-on-Year
Going global is becoming GAC's "First Growth Curve". In July, GAC independent brands' export volume reached 23,575 units, a 119% year-on-year increase; cumulative export volume from January to July was 145,000 units, a 130% year-on-year increase, already exceeding the full year 2025 level.
In July this year, GAC globally accelerated expansion in five major regional markets along three dimensions: localized production, new product launch, and policy coordination. Among them, the Americas market's terminal sales increased 139% year-on-year, with sales in Uruguay, Costa Rica, Colombia, Brazil and other markets achieving multi-fold year-on-year growth, simultaneously approved to join Brazil's "Green Mobility and Innovation Plan", deeply integrating into the local national green development strategy; CIS region terminal sales increased 112% year-on-year, the 7th KD plant globally landed in Kazakhstan, GS8 was launched on the line simultaneously.

GAC GS8 Output Line at Kazakhstan Production Base
In the Asia-Pacific market, GAC's July terminal sales increased 78% year-on-year, the Thailand factory has cumulatively produced over 10,000 units, with multiple new cars landing in the Philippines; in the Middle East and Africa regions, GAC terminal sales increased 51% year-on-year, officially landing in the Morocco market in July, the first batch will launch three SUVs, covering fuel, hybrid, plug-in hybrid diverse power sources. At the same time, GAC is steadily breaking through in Europe. In the Greek pure electric passenger car market, GAC's market share has increased to 7.7%, ranking second in the market, while models in multiple countries are preparing for launch.

Thailand Rayong Factory Completed 10,000th Vehicle Output
Investment Ecosystem Shows Results
Charging Network Speeds Up Again
GAC Group continues to deepen industry chain layout around the future development trend of automobiles, solidifying the autonomous and controllable foundation in key fields such as chips, autonomous driving, embodied intelligence, aerospace, etc. In July this year, GAC densely collected multiple industrial investment results.
On July 27, the domestic DRAM memory chip enterprise ChangXin Technology, in which GAC participated in 2021, landed on the STAR Market, creating the highest capital raising record in A-shares this year and STAR Market. At the beginning of the same month, early invested silicon carbide power device manufacturer Basic Semiconductor and autonomous driving technology company Momenta both landed on the Hong Kong Stock Exchange, navigation positioning chip manufacturer Heron Electronics' ChiNext IPO was accepted.
So far, GAC has invested in over 140 high-quality enterprises including Horizon Robotics, YueXin Semiconductor, Pony.ai, WeRide, Qingtao Energy, etc., cumulatively培育 (cultivated) at least 48 invested enterprises to go public.
Outside of investment layout, GAC simultaneously accelerated the landing of charging ecosystem supporting facilities. So far, GAC's "9 Vertical 10 Horizontal" charging network has covered 31 provinces and 213 cities nationwide, achieving "guaranteed station within a straight-line 1 km" in core urban areas; self-operated charging piles exceed 27,000 units, among which ultra-fast charging piles have broken through 20,000 units; in addition, China's electric vehicle charging pile 3C certification was implemented starting from August 1st, GAC's multiple charging pile products were among the first to obtain 3C certification, covering public fast charging, heavy truck refueling, destination slow charging and other scenarios, providing convenient and safe refueling services for new energy car owners.

GAC Energy "9 Vertical 10 Horizontal" Charging Network
In the second half of this year, GAC will heavily launch multiple models such as Trumpchi's first hard-core off-road SUV Yue 7, AION's new super pure electric coupe RAY 7, Qijing GX7, etc., to respond to market expectations with product upgrades. Behind this, GAC Group is grabbing the opportunities of automobile industry intelligence and globalization, simultaneously promoting three core tasks of "Stabilize Joint Ventures, Strengthen Independence, Expand Ecosystem", accelerating overseas market development and industry chain deep layout, with systematic measures to continuously solidify future competitiveness.

In the Malaysian SUV market, many buyers compare the Proton X70 and Chery Tiggo 8 when choosing a car. These two models are quite close in price and positioning. Today, we will do a detailed comparison from multiple aspects to help you save time doing research.
The Proton X70 OTR price in Malaysia is RM 106,800 - 122,300, with a total of 3 versions, including 1.5L Standard 2WD (RM 106,800), 1.5L Executive 2WD (RM 115,800), 1.5L Premium 2WD (RM 122,300), etc.
The Chery Tiggo 8 OTR price in Malaysia is RM 129,750 - 129,750, with a total of 1 version, including 2026 1.6T Standard (RM 129,750), etc.
From a price perspective, the starting price of the Proton X70 is indeed RM 22,950 cheaper than the Chery Tiggo 8. If your budget is limited, Proton's entry-level version is already sufficient for daily needs. But also note, the few thousand cheaper might involve trade-offs in features, it depends on your specific requirements.

The Proton X70 safety rating is 5★ (ASEAN NCAP), active safety systems include ADAS (ACC, AEB, LKA, LDA, BSM, RCTA).
The Chery Tiggo 8 safety rating is TBD, active safety systems include Basic.
Regarding safety features, both cars have received good ratings. However, there are some differences in functionality between the Proton X70's ADAS (ACC, AEB, LKA, LDA, BSM, RCTA) and the Chery Tiggo 8's Basic. If you value active safety highly, you can carefully compare their feature lists.

The Proton X70 uses FWD drive mode.
The Chery Tiggo 8 uses FWD drive mode.
Both cars have the same drive mode, FWD, so the daily driving experience will not differ too much.

Proton X70 warranty 5 years/150,000km, maintenance interval every 10,000km or 6 months.
Chery Tiggo 8 warranty 3 years/100,000km, maintenance interval every 10,000km or 6 months.
Both Proton X70 and Chery Tiggo 8 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 value for money and features, then choose the one with richer configuration. Ultimately, it is recommended to test drive both, as personal experience is the most important.
Overall, both Proton X70 and Chery Tiggo 8 are very good models in the Malaysian market. Which one to choose mainly depends on your personal needs and budget. We suggest doing your research, comparing quotes from multiple dealerships, and then test driving to make a final decision. Buying a car is a big matter, spending some time doing research is never wrong.

文|萬湑龍
7 月 20 日,本田同廣汽集團宣佈將合資協議延長至 2038 年。
原本嘅合資協議要等到 2028 年先至到期。本田選擇喺 2026 年提前兩年完成續約,海外財經界嘅主流分析認為,此舉意在強行消除外界對合資企業未來嘅不確定性。
過去一年入面,關於廣汽本田關閉落後產線同埋削減產能嘅傳言喺市場上持續發酵。海外資本市場甚至一度將呢啲動作解讀為日系巨頭準備戰略性撤退嘅前兆。呢份提前落筆嘅新約確實打消咗所謂“撤退”嘅顧慮。
呢份新協議,佢喺期限同股比上面充滿咗現實嘅博弈考量。
本田放棄咗 1998 年建廠嗰陣咁種長達 30 年嘅宏大敘事,將期限克制咁設定為 10 年。喺智能電動車技術急速迭代嘅今日,預測 30 年後嘅行業終局毫無意義。10 年正正可以覆蓋傳統燃油車向新能源徹底過渡嘅洗牌期。

中國市場亦早咗越過純粹嘅利潤中心階段,演變成咗全球最高效嘅智能駕駛測試場同三電技術策源地。本田其實係用咗 10 年時間扛過落後產能出清嘅陣痛,依靠中國龐大嘅供應鏈完成底層技術重構,呢係佢喺新能源時代生存落去嘅底牌。
另一方面,新協議依然維持咗 50 對 50 嘅對等股比。喺合資股比全面放開嘅大背景下,跨國車企普遍謀求絕對控股以獲取更多利潤。本田選擇喺股權上按兵不動,顯然有住完全不同嘅諗法。
燃油車時代嘅內燃機技術壁壘舊體系已好似朽木咁。面對全新嘅電動化底層架構,本田急需仰仗中國本土極度內卷嘅智駕算法同三電供應鏈體系。維持對等股比,代表住中國本土汽車工業喺核心技術領域全面爆發之後,用技術賦能換取嘅一份全新制衡契約。呢場看似係穩定軍心嘅續約,實際卻亦代表住單向技術輸入時代嘅終結。未來,中方主導新能源架構配合外方品牌品控嘅“合資 2.0”模式,將真正決定合資車企嘅未來。
底層模式嘅翻轉
喺呢份為期 10 年嘅新合約所創造嘅窗口期入面,廣汽本田需要經歷一場痛苦且徹底嘅蛻變。佢正由本田全球戰略嘅一個純粹製造執行單元,轉變成一個高度依賴中國本土技術賦能嘅共創研發中心。
1999 年廣汽本田將第六代雅閣同步引入中國市場,一舉打破咗進口豪華轎車嘅價格壟斷。隨後二十餘年間,廣汽本田一路狂飆。飛度、奧德賽、凌派同繽智等多款重磅產品接連問世,最終喺 2020 年創下咗年銷量 80.89 萬輛嘅歷史巔峰。

支撐呢種溢價同銷量嘅,係本田喺內燃機同車輛工程維度嘅優勢,同當時國內市場有住極高嘅匹配度。呢啲技術唔單止贏得咗銷量,更加喺中國市場確立咗長達二十年嘅行業標準。
喺動力系統領域,本田曾被民間戲稱為買引擎送車。由 VTEC 到後來嘅 i-VTEC 技術,再到渦輪增壓同混合動力時代嘅地球夢科技系列引擎,憑藉高效燃燒技術,喺輸出澎湃動力嘅同時實現咗極低嘅油耗。i-MMD 雙電機混合動力系統,更加係以超過 40% 嘅熱效率直接拉高咗整個中國混合動力市場嘅技術門檻。喺嗰個階段,本田嘅引擎參數就係中國本土車企喺動力研發上要追趕嘅行業標竿。
喺機械空間利用率上,本田推行嘅人乘坐嘅空間最大化、機械佔用嘅空間最小化理念同樣深刻重塑咗中國家用车市場。中國消費者對車內空間有住極度嘅渴求。依靠極其精巧嘅底盤懸掛布局同空間挖潛,飛度等細細部車都有住同級產品入面最出色嘅乘坐體驗,奧德賽則直接開創咗中國家用 MPV 嘅黃金空間標準。呢種越級嘅空間表現力,逼使所有試圖進入中國市場嘅汽車品牌都必須將空間優化作為造車嘅第一要務。
但而家,燃油車時代引以為傲嘅機械護城河,喺三電系統同高階智駕面前迅速失去咗防護效能。面對中國市場極度嚴苛嘅迭代節奏,外方終於意識到閉門造車式嘅全球平台根本無得生存。
技術賦能嘅方向發生咗歷史性嘅倒轉。譬如講喺廣汽本田而家嘅新能源技術譜系入面,底層嘅 Architecture W 架構已經完全向中國本土供應鏈敞開。電池包直接採用咗寧德時代嘅三元鋰電池,智能座艙接咗科大訊飛同華為嘅技術生態,高階智駕系統開始向 Momenta 等本土算法公司拋出橄欖枝。
或許你會有疑問,呢種技術重心嘅遷移,喺諸多合資品牌身上已經係幾年前的舊聞,點解之前二十幾年對中國市場洞察深入,誕生過不少貼合國內消費者需求嘅爆款車型嘅廣汽本田,卻似乎轉向速度緩慢?核心原因係,一套舊嘅供應鏈體系,掣肘之深非我哋所能理解。
打碎嘅經聯會體系
底層模式嘅翻轉伴隨住劇烈嘅撕裂感。廣汽本田今年上半年嘅終端銷量遭遇咗超過百分之五十嘅嚴重下滑。路透社同日本經濟新聞喺近期嘅報導中指出,呢絕非單純嘅宏觀經濟周期波動,一場不可逆嘅結構性崩塌正喺日系合資品牌身上真實發生。呢場崩塌嘅表象係落後產能嘅過剩,其內核源於舊有供應鏈體系嘅徹底失靈。
過去幾十年本田或者話日本汽車工業喺世界範圍內所向披靡,喺供應鏈層面嘅核心底牌係一種被稱為經聯會嘅封閉體系。

呢套體系由主機廠居中調度,各級零部件企業通過交叉持股形成利益共同體。喺本田內部,京濱主攻引擎控制,昭和主攻底盤懸掛,日信工業主攻制動系統,呢三家核心供應商構成人本田獨有嘅零部件御三家。
經聯會模式最顯著嘅特徵係客座工程師提前數年進駐主機廠研發中心嘅 Design-in 聯合開發機制。呢種軟硬件高度綁定嘅開發模式,將零部件製造成本壓縮到咗極致,並用嚴苛嘅內部協同確保咗百萬輛級別嘅物理品控一致性。本田能夠以極高嘅可靠性征服全球市場,完全仰仗道由御三家築起嘅堅固城牆。
喺中國市場,呢套模式曾被廣汽本田完美復刻。建廠初期本田將體系內嘅日系零部件巨頭悉數引入廣州黃埔,形成咗一個水潑唔入嘅封閉採購生態。中方供應商極難打入呢個固化嘅零部件名錄。呢種高度封閉嘅協同開發機制曾幫助廣汽本田迅速拉齊全球製造標準,並喺隨後嘅二十年入面確立咗統治級嘅市場地位。
進入智能電動車時代,呢種方式就顯出咗體系化嘅僵硬與滯澀。
經聯會模式建立喺內燃機同機械硬件嘅漸進式改良之上,其核心係軟硬件高度一體化嘅機械調校。智能電動車要求嘅就係軟硬件解耦同中央計算架構。面對電池化學材料嘅躍進同智駕算法嘅爆發,日系零部件巨頭根本無法孵化出具備全球競爭力嘅三電技術。
更致命嘅矛盾在於開發節奏嘅錯位。日系傳統供應鏈習慣於走完全程長達 36 至 48 個月嘅耐久性閉環驗證流程,以確保零部件絕對可靠。中國新能源市場嘅技術半衰期已經縮短至一年以內,中國本土車企利用開放供應鏈將整車開發周期壓縮到咗 18 至 24 個月。面對每月都在推進代碼升級嘅中國市場,漫長嘅驗證流程變成咗束縛日系車企嘅枷鎖。
就算本田喺跨國層面試圖自救,將京濱、昭和、日信工業同日立汽車系統合併重組為日立安斯泰莫,並計劃喺今年將佢嘅持股比例提升至 61%,以統一指揮資源強攻 AI 同軟件開發。呢種內部整合嘅緩慢速度依然無法跟上中國本土嘅迭代節奏。
廣汽本田要生存落去,必須親手打碎道由日系供應商構築嘅封閉高牆。
面對銷量嘅狂跌同燃油車基本盤嘅消融,廣汽本田正經歷一場殘酷嘅產能出清同供應鏈破壁。喺逐步關閉廣州部分老舊燃油車產線嘅同時,位於廣州黃埔具備十二萬輛初始年產能嘅全新新能源專屬工廠正處於產能爬坡嘅關鍵期。用高昂嘅新增重資產去替換掉原本可以持續造血嘅舊資產,呢種破與立嘅交替極度消耗企業嘅現金流。
同產能出清同步進行嘅,係採購權力嘅徹底解放。
喺接下來嘅全新電動車型上,廣汽本田果斷繞過咗傳統日系供應鏈,將中國本土頭部嘅科技企業深度整合進自身嘅研發體系。車輛嘅核心動力電池包直接切換為寧德時代嘅成熟方案。智能座艙底層全面接入咗科大訊飛同華為嘅技術生態。高階智駕算法則直接採用咗中國初創公司初速度提供嘅端到端大模型。
徹底打碎經聯會體系嘅利益堡壘,將中國最頂級嘅本土三電同智駕企業納入自身嘅底層架構,呢係廣汽本田適應中國市場殘酷進化節奏嘅唯一路徑。合資車企就正喺呢種破舊立新嘅陣痛中,尋找緊重獲生機嘅可能。

留喺最殘酷嘅健身房入面
本田選擇喺而家呢個時間點完成續簽,本質上係為了把自己強行留喺全世界最殘酷嘅商業健身房入面。喺呢個市場入面,智能座艙嘅響應速度、高階智駕嘅泛化能力同動力電池嘅熱效率,每日都被幾百家本土車企同數以千萬計嘅消費者反覆極限施壓。呢種高強度嘅競爭環境,係任何跨國車企喺佢哋本土市場或歐美大本營都無法複製嘅產業生態。
如果選擇喺此時戰略性撤退或者收縮戰線,本田確實可以保住短期嘅財務報表,但其將徹底喪失感知全球最前沿智能電動化趨勢嘅觸角。一旦脫離咗中國呢個超級技術孵化器,本田嘅研發體系將喺隨後嘅三到五年內迅速退化,淪為一座同全球頂級三電同軟件供應鏈徹底斷鏈嘅孤島。
留喺牌桌上,唔單止關乎喺中國嘅市場份額,更加關乎本田喺全球層面嘅防守能力。
中國本土新能源汽車嘅強勢出海已經全面開啟。喺東南亞、中東同南美等傳統上被日系車企牢牢把控嘅優勢市場,中國汽車品牌正攜帶住由極度內卷打磨出嘅高維產品力發起猛烈衝擊。本田喺泰國、印尼等地嘅利潤高地正面臨前所未有嘅壓力。
為咗喺全球戰場上抵禦呢種降維打擊,本田必須喺中國本土培養出能夠同中國品牌正面抗衡嘅產品研發能力。正正就係逆向合資模式嘅核心戰略價值所在。
廣汽本田等合資企業正承擔緊極其關鍵嘅技術反哺角色。本田透過喺中國合資體系內深度整合寧德時代嘅電池、華為嘅生態同本土初創公司嘅智駕算法,唔單止係為了造出幾台適合中國消費者口味嘅特供車。佢嘅真實意圖係利用中方嘅底層技術架構,快速迭代出一套具備全球競爭力嘅新能源解決方案。

近期本田同日產喺電動化同智能化維度嘅罕見結盟,同樣印證咗呢種全球防守焦慮嘅蔓延。面對中國車企嘅技術狂奔,日系巨頭們已經放棄咗單打獨鬥嘅幻想。廣汽本田喺呢個龐大嘅防守網絡入面,扮演住連接中國頂級供應鏈同日系全球化製造體系嘅關鍵樞紐。
中國市場正在重塑本田嘅技術底座。廣汽本田嘅呢份 10 年續約協議,徹底終結咗用外資技術換取中國市場嘅單向敘事。合資車企正蛻變為跨國巨頭汲取中國先進產業鏈營養嘅核心管道。呢場關乎生死嘅自我革命,將最終決定本田能否喺未來嘅全球智能汽車版圖入面保住一席之地。

On July 16, GAC Group's 30 Million User Gratitude Event was grandly held at GAC Trumpchi Factory. Leaders from Guangdong Province, Guangzhou City, and Panyu District, Fu Bingfeng Executive Vice President and Secretary-General of China Association of Automobile Manufacturers, GAC Group Chairman Feng Xingya, General Manager Ge Xianqing and the Group's leadership team, industry partners, upstream and downstream suppliers, dealer representatives, owners from home and abroad, enterprise employees, and media representatives gathered on site, jointly witnessing GAC's delivery of the 30 millionth vehicle and an important milestone of gaining the trust of 30 million users.

I. 29 Years of In-depth Cultivation Finally Welcome 30 Million Vehicle Production Line, New Energy Vehicle Matrix Confirms the Path of Electrification Transformation
From the first vehicle off the production line to the delivery of the 30 millionth vehicle, GAC has walked a 29-year development journey. The number 30 million carries the recognition and trust of hundreds of millions of users, demonstrating GAC's long-term determination to uphold quality and safety, clearly conveying the firm determination of the enterprise to fully transform towards electrification and intelligence, and is also a typical microcosm of the Chinese automobile industry moving from scale expansion to value upgrading and from becoming big to becoming strong.
The event site connected simultaneously with multiple GAC global production bases; GAC Honda P7, GAC Toyota BZ7, Qijing GT7, GAC AION N60, GAC Hyper S600 went off the line one by one as the 29,999,995th to 29,999,999th vehicles; on the stage, the right-hand drive GAC Trumpchi M8 PHEV officially debuted as the Group's 30 millionth vehicle. The entire line of new energy models appeared together, intuitively demonstrating GAC's implementation results in fully accelerating new energy transformation.

During the ceremony, GAC Group Chairman Feng Xingya handed the key of the 30 millionth vehicle to Thai owner Tony Jaa, becoming a warm witness to GAC's in-depth cultivation of the global market and a two-way rush with domestic and overseas users. An honor owner award ceremony was carried out simultaneously on site, where Group General Manager Ge Xianqing presented commemorative trophies to honor owners of all GAC brands from all over the world.

Market data confirms GAC's transformation results: In the first half of 2026, GAC Group's cumulative sales reached 773,100 vehicles, a year-on-year increase of 2.35%; among them, new energy vehicle sales surged 68.8% year-on-year; overseas exports exceeded 120,000 vehicles, a year-on-year increase of 132%, maintaining a steady growth trend during the industry's deep adjustment cycle.
II. Adhering to Quality Bottom Line, Building Full-Chain Strict Control and Full-Area Safety Technology System
Feng Xingya clarified in his speech: Quality is the core bottom line that GAC will never yield. For years, GAC has adhered to the core criterion of "Quality First", integrating Honda's TQM Total Quality Management, Toyota's TPS Lean Production Mode, and Lingnan local culture to create a "Integration and Innovation" characteristic quality management system, with all R&D and manufacturing work revolving around creating safe, worry-free, and comfortable travel products.
Full-Process Strict Manufacturing Verification StandardsGAC has built a quality control system covering the entire R&D and production chain:
1. Before new car launch, high cold, high heat, high altitude, high humidity, high corrosion, mountainous area, dust and sand "Five Highs One Mountain One Dust" extreme environment tests must be completed, and two rounds of winter, one round of summer actual vehicle road tests must be completed;
2. Enterprise test grounds and laboratories cover 12 major categories of vehicles and over 1,500 verification items, achieving full-dimensional standardized quality verification;
3. GAC AION Intelligent Eco-Factory, as the world's first new energy vehicle lighthouse factory, relies on a digital intelligent manufacturing system to stably control the quality of mass-produced vehicles.
On site, GAC frontline production craftsmen, National Excellent Engineers Powertrain R&D team, and Vehicle Styling Design Team took the stage one by one to share the enterprise's development journey of in-depth quality cultivation, independent innovation, and iterative design, conveying the brand core of "Craftsmanship in Heart, Quality in Action", and making a development commitment of continuous breakthroughs and never settling for users.

GAC created the Star Spirit Security Guard System, covering four protection dimensions: intelligent driving assistance safety, intelligent chassis safety, active-passive fusion safety, and battery safety, with eight core systems adopting dual redundancy design. This system has guarded nearly 2 million users, cumulatively avoiding 6.28 million potential driving risks; self-developed magazine batteries have been installed in 1.5 million vehicles cumulatively, with total safe driving mileage exceeding 160 billion kilometers.
Supporting guarantee policies were synchronized on the service side, where GAC took the lead in launching the self-owned brand "Three Responsibilities" service policy, proactively covering the two key user concern areas of batteries and intelligent driving assistance, comprehensively eliminating user concerns about using the vehicle.
III. User-Centered, Building a Full-Cycle, Full-Scenario Warm Service Ecosystem
GAC has always practiced the corporate philosophy of "People as the Foundation, Trust as the Way, Innovation as the Priority", taking user-centricity as the core gene of development and perfecting the full-cycle service system from three dimensions: communication channels, offline services, and charging/refueling networks.
Regularly listen to user demands and hold offline communication meetings called "All Users Open Microphone", inviting users to visit the corporate headquarters for face-to-face communication, establishing a full-process closed-loop processing mechanism for user suggestions, and quickly optimizing all series of products for common problems; simultaneously established an independent user insight department, ensuring from the organizational structure that every user demand receives a response and every matter is settled.

Downward channels + ultra-fast response service channel level accelerated downward county market, planning to add 1,000 county-level authorized stores within the year; online launch of "Super Butler" exclusive service, achieving 5-second fast response, 2-hour completion of user requests, shortening service processing links.
Full-area charging network covering the country built a "9 Vertical 10 Horizontal" national charging network, as of June 2026, charging stations reached 2,099, total charging piles 27,107 (super charging piles 20,323), V2C piles 386, covering 31 provinces and 213 cities nationwide, domestic core urban areas achieve that there must be a charging station within a straight 1 kilometer, fully meeting the charging needs of new energy vehicle owners.

To thank the 30 million users for their long-term support, GAC officially launched the 30 Million Vehicles Off Line・Renewal Gratitude Season at the event site (event period from today to the end of August). GAC Honda, GAC Toyota, GAC Trumpchi, GAC AION, GAC Hyper, and Qijing Auto six passenger car brands will launch exclusive preferential policies for new car purchases, vehicle trade-ins, and additional purchase scenarios to fully return user trust.

Driven by Technology Forward, Consolidating Electrification and Intelligence Underlying Technology Strength, Planning Long-term Development
Taking 30 million users as a new starting point, GAC will continue to take technological innovation as the core grasp, accelerate the implementation of electrification and intelligence, and transform cutting-edge technology into peace of mind and convenient experiences perceptible by users.
1. Star Source Power Full Coverage of Diverse Travel Needs
Relying on the National Excellent Engineers team to create the Star Source Power technology platform, including Star Source Extended Range, Star Source Plug-in Hybrid, Star Source Super Dual Engine three major technology routes, which will be massively equipped on all series of models in the future. The entire power system has undergone 100,000 hours of bench testing, equivalent to over 10 million kilometers of whole vehicle verification mileage, guaranteeing stable output performance in all regions and scenarios.

2. Continued Breakthroughs in Three-Electric and Intelligent Connected Technology
Three-Electric Field: Tackling battery ultra-fast charging and low-temperature range industry pain points, building a full-solid-state battery pilot production line; mass production Quark electric drive motor highest efficiency breakthrough 99%, reaching industry top level;
Intelligent Architecture: Star Spirit Architecture continues to iterate and upgrade, connecting Intelligent Driving, Cockpit, Power, Chassis, Body, and Vehicle Networking six major systems, whole vehicle comprehensive performance increased by 40%; Galaxy Smart Cockpit achieves terminal-cloud integration, creating an intelligent mobile space with perception and thinking capabilities;
Ecological Co-construction: Jointly with Huawei, CATL, Didi, Tencent, Alibaba and other leading enterprises to co-build the automotive AI intelligent ecosystem.
3. Long-term R&D Investment Builds a Solid Foundation for Innovation
As of now, GAC Group's cumulative R&D investment has exceeded 62 billion yuan, with the global R&D team scale exceeding 6,800 people. Continuously increasing investment in technological innovation, promoting the products under its brand from basic commuting tools to intelligent travel partners, mobile smart spaces, and green energy ecological carriers for comprehensive evolution.
V. Future Development Direction
Facing the next stage of development, GAC will continue to anchor user real needs, take extreme quality as the foundation of development, take autonomous technological innovation as the core driving force, rely on global market layout to expand steadily, accelerate transformation into an eco-type technology enterprise, join hands with tens of millions of users worldwide, and rush to a new intelligent and green travel future.

喺馬來西亞嘅 SUV 市場,好多買家在選車嘅時候都會拿 Perodua Aruz 同 Chery Tiggo 7 PHEV 嚟做比較。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個詳細嘅對比,幫你省下做功課嘅時間。
Perodua Aruz 喺馬來西亞嘅 OTR 售價係 RM 72,900 - 77,900,一共有 2 個版本,包括 1.5L X(RM 72,900)、1.5L AV(RM 77,900) 等。
Chery Tiggo 7 PHEV 喺馬來西亞嘅 OTR 售價係 RM 129,750 - 129,750,一共有 2 個版本,包括 2025 1.5T 90km CSH(RM 129,750)、Tiggo 7 PHEV 支援咩充電方式?佢可用家用電源插座充電嗎?(RM 117,478) 等。
從價錢睇嚟,Perodua Aruz 嘅起步價確實比 Chery Tiggo 7 PHEV 平咗 RM 56,850。如果你預算有限,Perodua 嘅入門版已經可以滿足日常需求。但要留意,平嗰幾千蚊,可能喺配備上會有取捨,具體要睇你嘅需求。

Perodua Aruz 車身長 4400 mm,後備箱 400 L。
Chery Tiggo 7 PHEV 車身長 4400 mm,後備箱 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。

Perodua Aruz 採用 FWD 驅動方式。
Chery Tiggo 7 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。

Perodua Aruz 同 Chery Tiggo 7 PHEV 都係馬來西亞市場嘅主流選擇,適合家庭使用、日常通勤。如果你更加睇重品牌口碑同二手價,可以優先考慮口碑更好嗰一款;如果你更加在意性價比同配備,就揀配置更豐富嗰款。最終都係建議兩款都去試駕,親身體驗先至最重要嘅。

總括嚟講,Perodua Aruz 同 Chery Tiggo 7 PHEV 都係馬來西亞市場幾不錯嘅車型。揀邊輛,關鍵都要睇你嘅個人需求同預算。建議大家做好功課,多比較幾間車行嘅報價,再去做試駕做最終決定。買車係件大事,花少少時間做功課絕對唔會錯。

In the Malaysian SUV market, many buyers compare Perodua Aruz and Mazda CX-5 when choosing a car. These two models 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 Perodua Aruz in Malaysia is RM 72,900 - 77,900, with a total of 2 versions, including 1.5L X (RM 72,900), 1.5L AV (RM 77,900), etc.
The OTR price of Mazda CX-5 in Malaysia is RM 135,469 - 166,760, with a total of 3 versions, including 2025 2.0L AT 35th Anniversary (RM 316,154), 2025 2.0L AT (RM 296,154), 2025 2.0L MT (RM 294,154), etc.
From a price standpoint, the Perodua Aruz starting price is indeed RM 62,569 cheaper than Mazda CX-5. If your budget is limited, the Perodua entry-level version already meets daily needs. However, note that the savings of a few thousand might involve trade-offs in features, which depends on your specific requirements.

Perodua Aruz safety rating is 5★ (ASEAN NCAP), active safety systems include.
Mazda CX-5 safety rating is 5★ (ASEAN NCAP), active safety systems include.
Both cars have the same safety rating. In this class, safety features are quite comprehensive. New cars nowadays are generally safe, no need to worry too much about this.

Perodua Aruz body length 4400 mm, trunk 400 L.
Mazda CX-5 body length 4500 mm, trunk 450 L.
Regarding space, the Mazda CX-5 body is 100 mm longer than Perodua Aruz, offering better passenger space. However, Perodua Aruz is more flexible to park in the city. There are trade-offs for each.

Perodua Aruz and Mazda CX-5 are both mainstream choices in the Malaysian market, suitable for family use and daily commuting. If you value brand reputation and resale value more, prioritize the one with better reputation; if you care more about cost-performance and features, choose the one with richer configuration. Ultimately, we recommend test driving both, as personal experience is the most important.

Overall, Perodua Aruz and Mazda CX-5 are both very good models in the Malaysian market. Which one to choose depends mainly on your personal needs and budget. We suggest doing your research, comparing quotes from multiple dealerships, then test driving to make the final decision. Buying a car is a big matter, spending time researching is never wrong.


Surprisingly, this year's World Cup soccer tournament actually had a 'negative impact' on car sales.
The market analysis report for June released by the CPCA mentioned that with the World Cup starting, the time and budget of car buyers were diverted. Implicitly, cars aren't selling well, and even the World Cup is to blame.
This is not just passing the buck. In the first half of this year, the China auto market was indeed very difficult, where any minor factor could affect final transactions.
According to data, national passenger car retail sales were 8.701 million units in the first half, a year-on-year drop of 20.2%. The drop in June alone widened to 23.2%. Statistics from CAAM also show that total vehicle sales including exports were 15.017 million units, a year-on-year decline of 4.1%.
Fortunately, just like a football match, halftime does not mean the end. In the first 100 matches of this World Cup, based on 90-minute results, 40 matches had different halftime win/draw/loss outcomes compared to the final result.
The second half for automakers has just begun. Whether they can rewrite the score depends on what cards each company holds. But one thing is unquestionable: Only leading automotive enterprises that seriously 'prepare' and have a stable 'chassis' have the opportunity to continue leading.
More Difficult Than Sales Decline is Profit Squeezing
A retail drop of 20.2% is already enough to catch the eye, but the more troublesome pressure compared to sales decline is hidden in the automakers' profit statements.
Data from the National Bureau of Statistics shows that in the first five months of this year, industrial enterprise profits above a certain scale nationwide increased by 18.8% year-on-year, while automobile manufacturing industry profits fell by 19.8%.
During the same period, the automobile industry achieved revenue of 420.96 billion yuan, a 1.4% year-on-year increase, but the profit margin was only 3.4%. Back in 2017, this figure was around 8%.

Revenue barely grew while profits plummeted, indicating that insufficient demand is only part of the pressure. Price competition continues, raw material prices like lithium carbonate and aluminum have risen, and R&D, channel, and marketing investments are hard to shrink synchronously with sales. For many automakers, even if cars are sold, the profit remaining on the balance sheet is decreasing.
This pressure is more intuitive when falling on specific enterprises.
In the first half, Li Auto delivered a cumulative 193,500 units, down 5.13% year-on-year, and saw single-month sales decline for two consecutive months; XPeng delivered 165,000 units, down 15.8% year-on-year. New force automakers that used to maintain high-speed growth are also beginning to face growth pressure brought by the expansion of sales volume bases and intensified product competition.
The situation on the profit side is even more severe.
On July 12, Seres released performance forecasts, expecting a net loss of 1.5 billion to 1.8 billion yuan in the first half, while the net profit for the same period last year was 2.941 billion yuan. This means its performance decreased by more than 4.4 billion yuan compared to the same period last year. Price hikes in raw materials such as memory chips and lithium carbonate have pushed up costs, compounded by book adjustments of certain existing assets, significantly impacting its profitability.
The pressure is also transmitting to the channel end. In June, the dealer inventory warning index reached 57.2%, continuing to remain above the prosperity-thriving line; more than 70% of dealer stores did not complete their half-year sales targets. Slower inventory turnover and expanded terminal discounts further compressed the profit space for dealers and automakers.
The new energy market is no exception either. The penetration rate of new energy in June has reached 62.8%, but new energy passenger car retail sales still dropped by 14% in the first half. The substitution of new energy for fuel vehicles continues, but no longer naturally equates to the total growth of the auto market.
Insufficient domestic market growth has also made exports an important direction for automakers to seek new growth and diversify operational pressure.
Exports Contribute Growth, Going Overseas Shifts to Local Operation
Data from CAAM shows that in the first half of the year, China's auto exports reached 5.096 million units, a 65.3% year-on-year increase; June alone exports were 1.037 million units, a 75.1% year-on-year increase, with monthly export volume standing at the million-unit level for the first time.
While domestic demand shrinks, exports have become an important fulcrum for many automakers to maintain scale. However, from exporting whole vehicles to building factories overseas to opening channels with international partners, the paths chosen by each company are not the same.
Chery remains the vanguard of exports. In the first half, Chery Group exported 943,800 units, accounting for nearly 70% of total sales; June alone saw exports of 191,100 units, breaking the record for single-month exports by Chinese automakers.
BYD's overseas focus is shifting from whole vehicle exports to local manufacturing. In the first half, BYD sold 789,400 units overseas, a 68% year-on-year increase; June overseas sales accounted for more than 40% of its total monthly sales. With factories in Brazil and Thailand coming into production successively, BYD is gradually spreading capacity 'beyond tariff barriers'.

Geely and Leapmotor's export growth rates are equally outstanding. Geely exported 474,200 units in the first half, a 158% increase year-on-year; first-half export volume has already exceeded that of the full year of 2025. Leapmotor utilized Stellantis' channels and factory layout to go overseas, exporting nearly 100,000 units in the first half, also exceeding the full previous year. Borrowing from a mature global system allowed Leapmotor to save the time needed to build its own channels and capacity.
SAIC's overseas sales in the first half were 735,000 units, a 48.7% year-on-year increase, accounting for about 36% of the group's total sales. Overseas manufacturing, channel, and brand systems accumulated over the years have become an important buffer in this round of domestic market adjustments.
Changan is also accelerating the transformation from product exports to local operations. The 2.0 version of the 'Sea Accepts Rivers' plan released in April proposed long-term, local, and systematic approaches, promoting global business extension into manufacturing, investment, service, and brand operations. With the landing of multiple results such as Brazilian President witnessing the Brazil factory production start, the 20,000th whole vehicle coming off the line at the Thailand factory, and Qiyuan Q05 launching in Uzbekistan, overseas localization layout is gradually showing results. In the first half, Changan delivered 402,000 units overseas, a 35.1% year-on-year increase, accounting for about one-third of the group's delivery volume.
In May, Changan reached a global official cooperation agreement with the Portuguese National Football Team. Carrying out sports marketing in the World Cup year can also be seen as a step where its overseas investment extends from channel construction to brand operations.
As the proportion of overseas sales in the enterprise's total portfolio continues to increase, export numbers are no longer the only standard for measuring the effectiveness of globalization.Tariff policies, certification standards, and consumption habit differences in different markets are significantly distinct. Channels, after-sales, local production, and brand building all require long-term investment, and may not directly translate into profits in the short term.
Therefore, in the second half of the year when evaluating automakers' overseas performance, sales volume is still the foundation, but local operation efficiency, brand recognition, and profit quality will become more important. Whether exports can truly precipitate into long-term growth depends on whether automakers can move from 'selling cars' to 'operating locally'.
Viewing Sales Proportion: Domestic Market Is Still the Main Battlefield
The rapid growth of overseas markets has not changed the basic proportion of the domestic market.
Data from CAAM shows that domestic car sales in the first half were 9.921 million units. Although down 21.1% year-on-year, the scale is still close to twice that of exports, accounting for about two-thirds of total auto sales. Calculated by half-year alone, one percentage point of market share is close to 100,000 units. No mainstream automaker would give up easily.
Domestic market competition is already fierce, but overseas giants have also not chosen to leave.
Data from the CPCA shows that in June, domestic retail of mainstream joint venture brand new energy passenger cars increased by 45% year-on-year. Volkswagen plans to launch more than 20 electrified models in China this year. The locally developed CEA electronic/electrical architecture has entered mass production with the first model, and subsequent models will also be launched successively within the year. As joint venture brands accelerate local R&D and new energy transformation, competition intensity in the domestic market will continue to increase.

Facing internal demand pressure, domestic independent brands are also looking for breakthrough points from different directions such as products, technology, organization, and capacity.
BYD stabilizes the sales basic disk while supplementing infrastructure. June sales reached 403,500 units, achieving year-on-year positive growth again; Megawatt flash charging is also starting to move from conferences to implementation, and charging networks are gradually spreading nationwide.
Geely is asking internal efficiency.Li Shufu proposed 'stopping, merging, transferring, and transforming' redundant entities, compressing repeated brand and R&D investments, and concentrating resources further on main platforms. In the first half, Geely stabilized overall sales volume with 1.423 million units.
New forces in the growth phase have also not stopped expanding. Leapmotor delivered 356,500 units in the first half, a 60% year-on-year increase, becoming the new force with the highest sales volume. The A10 launched in March entered the top three in SUV sales in three months, and the flagship model D19 cut into the fiercely competitive mid-to-large SUV market, promoting volume sales and brand elevation along two lines simultaneously.

Xiaomi delivered more than 180,000 units cumulatively in the first half. Compared to the 550,000 annual target set at the beginning of the year, monthly delivery volume in the second half needs to be increased to above 60,000. Expanding capacity and accelerating deliveries will become the core task of its second half.
Changan Auto achieved deliveries of 1.1956 million units in the first half, with 402,000 units delivered overseas (up 35.1% year-on-year), and new energy deliveries of 456,000 units (up 5.2% year-on-year). In the second half of this year, Changan Auto will concentrate on promoting product launches and technology implementation, continuously promoting the strategic synergy of Avatr and Deepal frontend independence and backend integration, while accelerating the application of self-developed intelligent technology.Currently, the Tiandu intelligent driving assistance function has been successively applied to Qiyuan Q07, A06, and the new Q05. According to the mass production plan announced in May this year, the Qiyuan Q06 launching in the second half will be equipped with Tiandu Pilot on all models, becoming an important node for Changan's self-developed assisted driving solution to further expand its application.

The domestic market still has a semi-annual scale of nearly 10 million units, and replacement demand will not disappear into thin air. The issue is, facing the increasingly dense new car launches and continuously increasing price pressure, automakers not only need to compete for sales but also need to try to repair profits.
In the second half, whether new cars can quickly gain volume, whether technology can be converted into experiences consumers are willing to pay for, and whether scale growth can bring operational efficiency improvements will jointly determine the performance of automakers in the domestic market.
Final Remarks:
In the first half of this year, the pressure on China's auto industry was reflected simultaneously at both sales and profit ends.Exports grew rapidly, providing a new scale fulcrum for automakers; but the domestic market still determines the basic disk of most enterprises and is the most intensely competitive main battlefield in the second half of the year.
The key to follow lies in whether overseas layout can precipitate into continuous orders and local operating capabilities, whether domestic new products can form scale delivery, and whether technology investment can truly be converted into revenue and profit.
For automakers that have completed a certain amount of preliminary layout, subsequent performance depends on whether products, technology, and global reserve can be timely redeemed for sales and income.
For the entire industry, simply pursuing sales volume is no longer enough; delivery speed, cost control, and profit quality will become equally important.
Halftime has passed, but the outcome has not yet been determined.

喺馬來西亞嘅 SUV 市場,好多買家喺揀車嗰陣都會拿 Perodua Aruz 同 Toyota Yaris Cross 嚟做比較。呢兩款車喺價位同定位上都幾接近,而家我哋就從多個方面做一個詳細嘅比較,幫唔使你浪費做功課嘅時間。
Perodua Aruz 喺馬來西亞嘅 OTR 售價係 RM 72,900 - 77,900,總共 2 個版本,包括 1.5L X(RM 72,900)、1.5L AV(RM 77,900) 等。
Toyota Yaris Cross 喺馬來西亞嘅 OTR 售價係 RM 99,900 - 109,900,總共 2 個版本,包括 2026 1.5L Standard(RM 99,900)、2026 HEV 1.5L Standard(RM 109,900) 等。
睇返價錢,Perodua Aruz 嘅起步價確實比 Toyota Yaris Cross 平咗 RM 27,000。如果你預算有限,Perodua 嘅入門版已經可以滿足日常需要。不過要留意,平嗰幾千蚊,可能喺配備方面有取舍,具體就要睇你嘅需要。

Perodua Aruz 搭載 1.5L 4-cyl,馬力 105 hp。官方油耗 6.0 L/100km。
Toyota Yaris Cross 搭載 1.5L 4-cyl,馬力 105 hp。官方油耗 6.0 L/100km。
兩款車用緊同一套動力系統,日常開落去嘅感覺基本冇咩分別。油耗方面都差不多,唔使太糾結這一點。

Perodua Aruz 採用 FWD 驅動方式。
Toyota Yaris Cross 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區別。

Perodua Aruz 保修 5 年/150,000km,保養間隔 每 10,000km 或 6 個月。
Toyota Yaris Cross 保修 5 年/無限制里程,保養間隔 每 10,000km 或 6 個月。

Perodua Aruz 同 Toyota Yaris Cross 都係馬來西亞市場嘅主流選擇,適合家庭使用、日常通勤。如果你更睇重品牌口碑同二手價,可以優先考慮口碑更好嗰一款;如果你更在意性價比同配備,那就揀配備更豐富嗰款。始終都係建議兩款都去試駕,親身體驗先係最重要嘅。

總嘅嚟講,Perodua Aruz 同 Toyota Yaris Cross 都係馬來西亞市場幾唔錯嘅車型。揀邊一部,關鍵都要睇你嘅個人需要同預算。建議大家做好功課,多比較幾間車行嘅報價,再去試駕做最終決定。買車係一件大事,花啲時間做功課絕對唔會錯。

In Malaysia's SUV market, many buyers compare Perodua Ativa and Mitsubishi Xforce 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.
Perodua Ativa's 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.
Mitsubishi Xforce's OTR price in Malaysia is RM 109,930 - 119,930, with a total of 2 versions, including 2026 1.5L Ultimate (RM 119,930), 2026 1.5L Urban (RM 109,930), etc.
In terms of price, the starting price of Perodua Ativa is indeed RM 47,430 cheaper than Mitsubishi Xforce. If your budget is limited, Perodua's entry-level version can already meet daily needs. But be aware that those few thousand cheaper may involve trade-offs in features, depending on your specific needs.

Perodua Ativa is equipped with a 1.5L 4-cylinder, 105 hp. Official fuel consumption 6.0 L/100km.
Mitsubishi Xforce is equipped with a 1.5L Turbo, 140 hp. Official fuel consumption 7.0 L/100km.
In terms of power, Mitsubishi Xforce's 1.5L Turbo has 35 more horsepower than Perodua Ativa's 1.5L 4-cylinder. However, for daily city driving, both cars have enough power, you won't feel it lacks power.

Perodua Ativa body length 4400 mm, trunk 400 L.
Mitsubishi Xforce body length 4400 mm, trunk 400 L.
The dimensions of both cars are almost the same, interior space difference is not significant. For cars of this level, daily use is fully sufficient.

Perodua Ativa adopts FWD drive mode.
Mitsubishi Xforce adopts FWD drive mode.
The drive modes of both cars are the same, both are FWD, daily driving experience will not have much difference.

Overall, Perodua Ativa and Mitsubishi Xforce are both very good car models in the Malaysian market. Choosing which one mainly 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 big matter, spending some time on research is definitely not wrong.

喺馬來西亞嘅 SUV 市場,好多買家喺揀車嗰陣都會拿 Proton X70 同 Hyundai Tucson 做比較。呢兩部車喺價錢同定位上都好接近,今日我哋就由多個方面做一個詳細比較,幫你節省做功課嘅時間。
Proton X70 喺馬來西亞嘅 OTR 售價係 RM 106,800 - 122,300,合共有 3 個型號,包括 1.5L Standard 2WD(RM 106,800)、1.5L Executive 2WD(RM 115,800)、1.5L Premium 2WD(RM 122,300)等。
Hyundai Tucson 喺馬來西亞嘅 OTR 售價係 RM 143,888 - 197,888,合共有 5 個型號,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。
從價錢來看,Proton X70 嘅起步價真係比 Hyundai Tucson 平咗 RM 37,088。如果你預算有限,Proton 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舍,具體就要睇你嘅需求。

Proton X70 配備 1.5L Turbo,馬力 140 hp。官方油耗 7.0 L/100km。
Hyundai Tucson 配備 1.5L Turbo,馬力 140 hp。官方油耗 7.0 L/100km。
兩部車用緊同一套動力系統,日常開嘅感覺基本冇分別。油耗方面都差唔多,唔使太糾結這一點。

Proton X70 嘅安全評級係 5★ (ASEAN NCAP),主動安全系統包括 ADAS (ACC, AEB, LKA, LDA, BSM, RCTA)。
Hyundai Tucson 嘅安全評級係 5★ (ASEAN NCAP),主動安全系統包括 SmartSense。
兩部車嘅安全評級一樣,喺呢個級數入面安全配備都算好齊全。依家嘅新車安全性都唔差,唔使太擔心這一點。

Proton X70 車身長 4400 mm,行李箱 400 L。
Hyundai Tucson 車身長 4400 mm,行李箱 400 L。
兩部車嘅尺寸幾乎一樣,車廂空間差別唔大。呢個級數嘅車,日常使用完全夠用。
Proton X70 同 Hyundai Tucson 都係馬來西亞市場嘅主流選擇,適合家庭用、日常通勤。如果你更睇重品牌聲譽同二手價,可以優先考慮聲譽更好嗰一款;如果你更加在意性價比同配備,就揀配置更豐富嗰款。最後始終建議兩款都去試駕,親身體驗先至最緊要。
總括嚟講,Proton X70 同 Hyundai Tucson 都係馬來西亞市場幾好嘅車型。揀邊輛,關鍵仲係要睇你嘅個人需求同預算。建議大家做好功課,多比較幾間車行嘅報價,再去試駕先做最後決定。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 Mazda CX-30 同 Chery Tiggo 7 PHEV 來作比較。呢兩款車喺價位同定位上都幾接近嘅,今日我哋就由多個方面做一個詳細比較,幫你節省咗做功課嘅時間。
Mazda CX-30 喺馬來西亞嘅 OTR 售價係 RM 122,409 - 146,409,一共有 4 個版本,包括 2025 2.0L High+ Premium(RM 146,409)、2025 2.0L High+(RM 138,409)、2025 2.0L High(RM 130,409) 等。
Chery Tiggo 7 PHEV 喺馬來西亞嘅 OTR 售價係 RM 129,750 - 129,750,一共有 2 個版本,包括 2025 1.5T 90km CSH(RM 129,750)、Tiggo 7 PHEV 支援咩充電方法?可以用家用電源插座充電嗎?(RM 117,478) 等。
由價錢嚟睇,Mazda CX-30 嘅起步價確實比 Chery Tiggo 7 PHEV 平咗 RM 7,341。如果你預算有限,Mazda 嘅入門版已經可以滿足日常需要。但都要留意,平嗰啲幾千蚊,可能喺配備上會有取捨,具體要看你嘅需要。

Mazda CX-30 搭載 1.5L Turbo,馬力 140 hp。官方油耗 7.0 L/100km。
Chery Tiggo 7 PHEV 搭載 Hybrid,馬力 170 hp。官方油耗 4.5 L/100km。
動力方面,Chery Tiggo 7 PHEV 嘅 Hybrid 比 Mazda CX-30 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。

Mazda CX-30 保養 5 年/150,000km,保養間隔 每 10,000km 或 6 個月。
Chery Tiggo 7 PHEV 保養 3 年/100,000km,保養間隔 每 10,000km 或 6 個月。

Mazda CX-30 同 Chery Tiggo 7 PHEV 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;如果你更在意性價比同配備,就揀配置更豐富嗰款。最後都建議兩款都去試駕,親身體驗先至最重要嘅。

總括嚟講,Mazda CX-30 同 Chery Tiggo 7 PHEV 都係馬來西亞市場幾唔錯嘅車型。揀邊一部,關鍵都係睇你嘅個人需要同預算。建議大家做好功課,多比較間車行嘅報價,先至去試駕做最後決定。買車係件大事,花少少時間做功課肯定唔會錯。

喺馬來西亞嘅 SUV 市場,好多買家喺揀車嘅時候都會拿馬自達 CX-5 同富士 Outback 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比較,幫你省返做功課嘅時間。
馬自達 CX-5 喺馬來西亞嘅 OTR 售價係 RM 135,469 - 166,760,一總共有 3 個版本,包括 2025 2.0L AT 35th Anniversary(RM 316,154)、2025 2.0L AT(RM 296,154)、2025 2.0L MT(RM 294,154)等。
富士 Outback 喺馬來西亞嘅 OTR 售價係 RM 260,000 - 280,000,一總共有 2 個版本,包括 2025 2.4T R-Touring EyeSight(RM 310,340)、2025 2.5L Touring EyeSight(RM 280,340)等。
由價錢睇,馬自達 CX-5 嘅起步價確實比富士 Outback 平咗 RM 124,531。如果你預算有限,馬自達嘅入門版已經可以滿足日常需要。但亦都要注意,平嗰幾千蚊,可能喺配備上會有所取捨,具體要睇你嘅需要。

馬自達 CX-5 採用 FWD 驅動方式。
富士 Outback 採用 FWD 驅動方式。
呢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。

馬自達 CX-5 保修 5 年/150,000km,保養間隔 每 10,000km 或 6 個月。
富士 Outback 保修 3 年/100,000km,保養間隔 每 10,000km 或 6 個月。

馬自達 CX-5 同富士 Outback 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,就揀配備更豐富嗰款。最後仲係建議兩款都去試駕,親身感受先至最重要。

總嚟講,馬自達 CX-5 同富士 Outback 都係馬來西亞市場好唔錯嘅車型。揀邊一輛,關鍵仲係要睇你嘅個人需要同預算。建議大家做足功課,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無錯。

7月刚至,新能源车企集中交出最新答卷。
根据乘联会预测,1-6月全国乘用车市场累计零售约865万-870万辆,同比下降约19%,行业从增量扩张迈入存量洗牌新周期。在整体承压的背景下,以东风系、吉利系、广汽系为代表的“大厂新实力”却交出了较为亮眼的成绩单——极氪、昊铂埃安、岚图、奕派、深蓝等品牌全线飘红,增速跑赢大盘。
这场逆势增长并非偶然,当造车新势力努力改写市场格局,“大厂新实力”虽后发而至,但却依托母公司体系优势、技术积淀与全球化布局,走出一条截然不同的增长路径,并用实力证明:存量时代,短期销量红利只是表象,全价值链体系、长期技术与全球化布局,才是穿越周期的核心硬实力。
销量、产品、技术构筑增长基本盘
从交付数据来看,“大厂新实力”上半年的表现可圈可点。

作为增长势头最猛劲的品牌,极氪上半年累计交付178370 辆,同比增长97%。其中,6月单月交付 35169 辆,全年30万辆目标达成率接近60%;昊铂埃安BU逆势而上,6月终端销量达33682辆,同比增长21%。上半年累计销量达174938辆,同比增长15%,C端零售占比突破81%,摆脱对公采购依赖,销量结构完成根本转变;岚图深耕30万以上高端细分赛道,上半年累计交付76264辆,同比增长 36%。
此外,深蓝实现全球放量,上半年全球累计销量164156辆,同比增长14.6%。其中,6月单月全球销量突破3.3万辆,连续四个月站稳3万销门槛;东风奕派上半年累计交付132857辆,同比增长21%,海外市场更是迎来爆发式增长,销量同比增长186%。
亮眼的销量数据背后,是匹配市场需求的产品矩阵,以及“自研深耕+产业协同”的护城河。其中,极氪依托吉利全域整车技术底座,持续迭代高性能纯电架构与高阶智能驾驶方案,自研电池、电驱核心部件,为全系高端性能输出提供支撑。8系、9系旗舰车型持续拉高品牌均价,产品同步布局纯电、增程双动力路线,兼顾家用、商务多元需求。

昊铂埃安依托整合后的双品牌战略完成市场分层,埃安扎根国民家用赛道,i60、N60 组成的“双 60”组合持续走量;昊铂聚焦20万级精英高端市场,3月推出的A800主打新豪华舒适与高阶智驾,6月上市的S600通过“全系满配”填补了20万级市场在高性能底盘与高阶智驾上的空白,两者共同完善了品牌在20万+市场的产品矩阵。
岚图坚持全栈自研路线,自主掌握三腔空气悬架、全铝合金航空底盘、EDC 魔毯减震等核心技术,坚守30万以上豪华差异化赛道,构建起“SUV+MPV + 轿车”高端产品矩阵。其中,梦想家长期位居30万-70 万级高端 MPV 销冠,市场占有率接近三分之一;泰山X8上市即热销,超九成用户选择高配版本;全新纯电轿跑SUV追光S已于近日全球首秀,完善高端产品布局。
东风奕派手握16000 吨一体化压铸、马赫动力等自研核心技术,同时深度绑定华为乾崑智能体系,旗舰车型搭载全套华为智能六件套,兼顾短期产品智能竞争力与长期技术自主布局。全新中大型SUV奕派M8瞄准25万级六座智能家用市场,成为品牌向上突破的核心载体。

深蓝汽车则深耕技术普惠,搭载长安自研原力增程系统,同步联合华为落地乾崑 ADS Pro智驾方案,将长续航、高阶智能两大核心技术平价下放,践行技术普惠的品牌核心思路,走量车型S05月销稳定破万;L06增程版依托专属线上渠道实现增量突破;新款S07将华为乾崑高阶智驾下放主流价位。
改革初见成效,深耕全球化布局
销量、产品、技术构筑起品牌增长底层逻辑,而一系列组织、渠道、品牌、出海落地动作,则是将技术与产品优势转化为市场增量的关键抓手。
具体来看,各大品牌先后完成组织架构与渠道体系革新,从内部提升响应市场的效率。昊铂埃安落地广汽“番禺行动”战略,昊铂埃安BU被赋予研发、生产、销售、服务全链路完整自主决策权,大幅缩短内部决策链条;线下渠道全面打通扩容至超千家网点,实现全国四线及以上城市100%覆盖,昊铂、埃安双品牌门店双向互通,兼顾高端用户服务与大众用户体验。

岚图市场化改革成效获得认可,连续第五年入选国资委“双百企业”标杆名单,国际合作同步落地,与Stellantis 集团敲定欧洲本地化生产合作,6月正式登陆沙特,完成中东市场布局,线下高端服务体系全面升级。
此外,东风汽车已于2025年6月完成风神、奕派、纳米三大自主乘用车的改革,实现全价值链统一管理。整合后品牌协同效应显现,奕派M8预售24小时订单破万;极氪优化整车交付体系,将平均交付周期从20周压缩至11-14 周,6月借香港车展发布完整全球化战略,同步完善高端车主私域专属服务体系;深蓝创新渠道合作模式,与京东达成独家战略合作,海外端落地泰国罗勇工厂,右舵车型本地化生产顺利投产。
依托战略布局的深化,下半年上述品牌也将在国内深耕、全球化扩张、技术迭代等维度持续加码,释放全新增长势能。
国内市场上,新品集中投放、渠道持续下沉是主线。昊铂埃安将持续推出全新车型与年度改款,全面覆盖10万-30 万主流消费区间,线下渠道进一步下沉至五线城市,扩充用户体验中心与 AED 公益站点,伴随品牌用户规模即将突破 200 万,持续优化 C 端销量结构。
岚图追光S计划7月开启全国预售,年内推出岚图梦想家右舵版,国内持续深耕30 万以上高端商务市场,拓展高端专属体验中心;东风奕派年内推出华为智能赋能大五座 SUV、性能轿跑,旗舰车型奕境X9冲击50万高端市场,线下渠道向县域市场下沉,完善线上线下一体化购车服务。

此外,极氪持续投放9系旗舰右舵车型,国内加速自有能源补能网络布局,目标将整车交付周期压缩至8周,全力冲刺全年30万辆交付目标;深蓝三季度推出搭载激光雷达的G318升级款,同步投放全新长续航增程车型,线上持续深化与京东的独家合作,线下扩充一二三线城市商超门店布局。
全球化布局成为下半年各大品牌共同的增量突破口。昊铂埃安依托广汽即将达成 3000万辆整车产销的制造积淀,同步推动埃安大众车型、昊铂高端车型登陆东南亚、中东市场,实现双品牌海外同步输出。
岚图落地“深耕欧洲、布局中东、进军右舵市场” 三大全球战略,依托 Stellantis 法国雷恩工厂完成本地化生产,同步开拓英国、澳大利亚右舵市场,海外延续国内豪华商务定位,避开低端市场内卷;东风奕派短期向东南亚、中东投放高性价比奕派007、纳米系列车型,中长期向海外输出 M8、奕境 X9 高端智能车型,依托东风全球制造基地落地本地化组装。

极氪则以香港作为全球豪华车型出海核心桥头堡,9 系旗舰右舵车型分批投放欧洲、中东、拉美高端市场,计划 2026 年底完成德国五大核心都市圈门店布局,优先突破企业高端车队市场,再渗透私人消费领域,海外市场更高的毛利率将成为品牌全新增长引擎。
此外,深蓝依托“海纳百川”全球出海规划,深耕欧洲、东南亚两大核心区域,扩大泰国、巴基斯坦本地整车产能,持续投放右舵车型,加码海外本地化体育营销与售后服务体系。
总的来看,2026上半年国内车市呈现分化格局,本质是行业加速出清、市场资源持续向头部集中的深度洗牌过程。上半年的逆势增长,是“大厂新实力”体系能力的阶段性验证。存量竞争时代,单一爆款车型带来的短期红利早已难以为继,新能源赛道的终极竞争,早已演变为销量结构、产品矩阵、底层技术、组织效率、全球布局的全方位体系对抗。而手握整车制造积淀、完整自研技术能力、清晰中长期发展战略的“大厂新实力”,如何打响一手好牌,也值得关注。

你睇過印度嘅馬路嗎?
我喺網上見過。
畫面通常係咁,一輛轎車俾牛尾擋住,旁邊仲有亂竄嘅摩托,甚至周圍仲有賣奶茶嘅小夥,嗰叫一個“乾淨又衛生”。

然而,喺呢啲睇完好多人覺得生理不適嘅地方,豐田、鈴木、本田等日本車廠,卻決定將籌碼押落印度。
據印度“品牌質量基金會”網站顯示,三家車廠將喺印度投資近110 億美元建廠、提產能、搞出口。
對此有网友表示,三家日本車廠係咪錢多到無處花?
事實上,佢哋唔係錢多到花唔完,亦唔係被印度嘅咖哩蒙蔽咗心竅,呢啲日本車廠高層遠比我哋清醒。
而家嘅日系車,營業額、市場份額都喺下滑,原材料成本仲係升得飛起,打開世界地圖,搵一個能夠容納產能、拓充份額、競爭溫和嘅市場,唔係咁容易嘅事。
所以,唔係日本車廠選擇咗印度,而係因為冇得揀。
日本車廠之痛
曾經嘅日系車,嗰時妥妥係人哋個仔。
你問下十幾年前開過日系車嘅老司機,一提起日系車,幾乎就冇唔豎大拇指嘅,價錢平、省油、耐用又抵撞……
甚至好多日系車,仲要加價購買,但邊個諗到,呢個鐵打嘅江山,短短幾年時間就俾佢哋打得找唔著北。
隨著新能源汽車浪潮嚟到,電動化、智能化變成好多自主車廠“彎道超車”嘅目標,依托於中國強大嘅新能源汽車產業鏈優勢同車廠自身對研發、技術嘅堅持,中國自主品牌迅速實現咗“彎道超車”。
曾經被人吐槽嘅國產車,而家喺馬路越來越多人,甚至份額超越咗合資。
根據乘聯會嘅數據,喺2026 年4 月,自主品牌嘅份額已經高達62.5%,遠超日系嘅13.1%。

要知道,中國汽車市場係全球最大嘅汽車市場,喺中國市場失速,就相當於丟咗一塊巨大嘅蛋糕。
同時,中國市場近年嚟嘅主旋律依舊係價格戰,捲配置、捲價格、捲服務已經成為一種常態,亦對日系車嘅利潤產生咗巨大嘅影響。
除咗中國,日系車喺美國過得亦唔太好。
2025 年 1 月 20 日,特朗普宣誓就職第 47 任美國總統,自此開啟咗一連串搞搞震,其中就包括以國家安全為理由徵收額外嘅汽車關稅,導致進口日本汽車嘅關稅稅率一度高達 27.5%,雖然後嚟有所降低,但亦遠高於最初嘅稅率。
呢個操作,直接導致七大日本車廠喺2025 財政年度嘅關稅損失超2 萬億日元。
再睇日本本土,其實亦唔容易。
中東地緣衝突導致霍爾木茲海峽航運受阻,運輸成本、原材料成本暴漲,日本車廠都有苦難言。

高管們看著報表,背後發涼,只能尋找全新嘅增長曲線。
所以,日本車廠唔係愛上印度,係冇地方去。
揀選印度嘅深思熟慮
咁,印度點解咁有魔力,先至令日本車廠重資投入呢?
第一個優勢就係大。喺2025 年,印度汽車市場取得咗551.7 萬輛嘅新車銷量,同比增長 6%,刷新咗歷史紀錄,位居全球第三大汽車市場,已经连续四年超越日本,僅次於中國同美國。
呢個含金量唔使多講啦,而印度取得呢一成績,主要係因為印度一直喺推動減稅政策,促進消費,這導致國內消費意願出現咗明顯增強。
第二個優點係近,就係離日系車賣得動嘅地方近,如非洲等其他地區。
所以,印度對於日本車廠,更似一個建喺十字路口中央嘅便利店,你唔使將車分別運去八個國家,只需要喺印度呢站造好,然後一船一船甩去,就能削減唔少成本。

《日本經濟新聞》亦認為,印度有望轉變為佢哋全球嘅汽車供應中心。
第三個優點係穩。要知道,日系車嘅優勢就係燃油車,畢竟引擎、變速箱、底盤三大件,佢哋已經玩咗好多年,技術積累喺全球都係數一數二。
但係中國汽車市場已經全力推動電動化、智能化發展,導致日系車嘅優勢越來越弱,根本無法發揮出嚟,但印度唔一樣,佢擁有充電樁少、電動化進程緩慢嘅特點,印度老百姓買車,都仲係盯住平、省油、易修,而呢三點正係日系車嘅老本行。
尤其係鈴木,一直係印度汽車市場嘅常青樹,幾乎年年穩坐暢銷車型寶座,口碑好,勝過任何廣告。
所以,日本車廠大力佈局印度市場,顯然是經過深思熟慮嘅。
但,印度市場真係咁好混咩?
難啃嘅印度市場
當然,印度亦唔係完美得似個香口格,佢嘅缺點同佢嘅優點一樣明顯,而且每一個都夠日本車廠喝一壺。
先講電動化,冇錯,眼睇下印度充電樁少、電動車賣唔動,確實係日系燃油車嘅避風港。但你得諗諗,呢個“避風港”能避幾耐?
印度此前可係喊出咗 2030 年電動車佔新車 30% 嘅口號,雖然聽落似吹水,但抵唔住人哋真補錢、真建充電站。
試諗下,萬一有日印度突然開竅,開始大力推動電動化、搞基建,充電樁似雨後春筍咁冒出來,嗰日系車唔就傻眼?
呢唔係泰國市場嘅翻版咩?
當年日系車喺泰國都係躺贏,整個東南亞市場,都被稱為日系車嘅後花園,結果泰國率先推動電動化,中國電動車一嚟,直接就成咗香口格,再睇日系車,喺泰國嘅市場份額嘩嘩嚟咗落。

如果印度係電動化一加速,歷史大概率會重演,而而家呢次,日系車連逃嘅地方都快冇咗,點樣預防,將成為日本車廠嘅首要問題。
再講政策,印度嘅政策就似一鍋咖哩,你永遠唔知下一口食到係雞肉定係馬鈴薯。
呢個魔幻嘅國家,今日係低關稅鼓勵建廠,明日就可能罰你一筆巨款,更令人頭痛嘅係強制合資,外國車廠想喺印度賣車,要搵本地夥伴搭檔,等你工廠建好咗、供應鏈搭完咗,印度直接背刺你,到嗰陣無論係加錢定撤資,換嚟嘅都係心痛。
所以你看,印度呢個市場,就好似一個睇落好甜嘅芒果,咬落去第一口仲行,再啃幾口就摸著硬核。
日系車而家嘅算盤係,趁住核都未硌牙,趕緊多啃幾口,但核遲早會硌到,只係唔知係邊一日。
尾聲
日系車呢趟印度之旅,唔係去旅遊,係去搵食。
中國同東南亞嘅飯桌更擁擠,生產、運輸嘅成本又提高咗,放眼全球,就印度呢口鍋仲冒住熱氣,哪怕入面煮嘅係咖哩味嘅石頭,都要硬著頭皮啃落去。
日本車廠想擴大市場,印度想嘅係拉動經濟、解決就業,雙方都有各自嘅心思。
至於結局係日系車喺印度重新封神,定係好似當年嘅部分友商一樣灰溜溜走人,那就唔知啦。
但無論點樣,呢場戲先至開始,我哋慢慢睇就得啦。
反正印度嘅故事,從來唔會悶。

你睇過印度嘅馬路嗎?
我喺網上見過。
畫面通常係咁,一輛轎車俾牛尾擋住,旁邊仲有亂竄嘅摩托,甚至周圍仲有賣奶茶嘅小夥,嗰叫一個“乾淨又衛生”。

然而,喺呢啲睇完好多人覺得生理不適嘅地方,豐田、鈴木、本田等日本車廠,卻決定將籌碼押落印度。
據印度“品牌質量基金會”網站顯示,三家車廠將喺印度投資近110 億美元建廠、提產能、搞出口。
對此有网友表示,三家日本車廠係咪錢多到無處花?
事實上,佢哋唔係錢多到花唔完,亦唔係被印度嘅咖哩蒙蔽咗心竅,呢啲日本車廠高層遠比我哋清醒。
而家嘅日系車,營業額、市場份額都喺下滑,原材料成本仲係升得飛起,打開世界地圖,搵一個能夠容納產能、拓充份額、競爭溫和嘅市場,唔係咁容易嘅事。
所以,唔係日本車廠選擇咗印度,而係因為冇得揀。
日本車廠之痛
曾經嘅日系車,嗰時妥妥係人哋個仔。
你問下十幾年前開過日系車嘅老司機,一提起日系車,幾乎就冇唔豎大拇指嘅,價錢平、省油、耐用又抵撞……
甚至好多日系車,仲要加價購買,但邊個諗到,呢個鐵打嘅江山,短短幾年時間就俾佢哋打得找唔著北。
隨著新能源汽車浪潮嚟到,電動化、智能化變成好多自主車廠“彎道超車”嘅目標,依托於中國強大嘅新能源汽車產業鏈優勢同車廠自身對研發、技術嘅堅持,中國自主品牌迅速實現咗“彎道超車”。
曾經被人吐槽嘅國產車,而家喺馬路越來越多人,甚至份額超越咗合資。
根據乘聯會嘅數據,喺2026 年4 月,自主品牌嘅份額已經高達62.5%,遠超日系嘅13.1%。

要知道,中國汽車市場係全球最大嘅汽車市場,喺中國市場失速,就相當於丟咗一塊巨大嘅蛋糕。
同時,中國市場近年嚟嘅主旋律依舊係價格戰,捲配置、捲價格、捲服務已經成為一種常態,亦對日系車嘅利潤產生咗巨大嘅影響。
除咗中國,日系車喺美國過得亦唔太好。
2025 年 1 月 20 日,特朗普宣誓就職第 47 任美國總統,自此開啟咗一連串搞搞震,其中就包括以國家安全為理由徵收額外嘅汽車關稅,導致進口日本汽車嘅關稅稅率一度高達 27.5%,雖然後嚟有所降低,但亦遠高於最初嘅稅率。
呢個操作,直接導致七大日本車廠喺2025 財政年度嘅關稅損失超2 萬億日元。
再睇日本本土,其實亦唔容易。
中東地緣衝突導致霍爾木茲海峽航運受阻,運輸成本、原材料成本暴漲,日本車廠都有苦難言。

高管們看著報表,背後發涼,只能尋找全新嘅增長曲線。
所以,日本車廠唔係愛上印度,係冇地方去。
揀選印度嘅深思熟慮
咁,印度點解咁有魔力,先至令日本車廠重資投入呢?
第一個優勢就係大。喺2025 年,印度汽車市場取得咗551.7 萬輛嘅新車銷量,同比增長 6%,刷新咗歷史紀錄,位居全球第三大汽車市場,已经连续四年超越日本,僅次於中國同美國。
呢個含金量唔使多講啦,而印度取得呢一成績,主要係因為印度一直喺推動減稅政策,促進消費,這導致國內消費意願出現咗明顯增強。
第二個優點係近,就係離日系車賣得動嘅地方近,如非洲等其他地區。
所以,印度對於日本車廠,更似一個建喺十字路口中央嘅便利店,你唔使將車分別運去八個國家,只需要喺印度呢站造好,然後一船一船甩去,就能削減唔少成本。

《日本經濟新聞》亦認為,印度有望轉變為佢哋全球嘅汽車供應中心。
第三個優點係穩。要知道,日系車嘅優勢就係燃油車,畢竟引擎、變速箱、底盤三大件,佢哋已經玩咗好多年,技術積累喺全球都係數一數二。
但係中國汽車市場已經全力推動電動化、智能化發展,導致日系車嘅優勢越來越弱,根本無法發揮出嚟,但印度唔一樣,佢擁有充電樁少、電動化進程緩慢嘅特點,印度老百姓買車,都仲係盯住平、省油、易修,而呢三點正係日系車嘅老本行。
尤其係鈴木,一直係印度汽車市場嘅常青樹,幾乎年年穩坐暢銷車型寶座,口碑好,勝過任何廣告。
所以,日本車廠大力佈局印度市場,顯然是經過深思熟慮嘅。
但,印度市場真係咁好混咩?
難啃嘅印度市場
當然,印度亦唔係完美得似個香口格,佢嘅缺點同佢嘅優點一樣明顯,而且每一個都夠日本車廠喝一壺。
先講電動化,冇錯,眼睇下印度充電樁少、電動車賣唔動,確實係日系燃油車嘅避風港。但你得諗諗,呢個“避風港”能避幾耐?
印度此前可係喊出咗 2030 年電動車佔新車 30% 嘅口號,雖然聽落似吹水,但抵唔住人哋真補錢、真建充電站。
試諗下,萬一有日印度突然開竅,開始大力推動電動化、搞基建,充電樁似雨後春筍咁冒出來,嗰日系車唔就傻眼?
呢唔係泰國市場嘅翻版咩?
當年日系車喺泰國都係躺贏,整個東南亞市場,都被稱為日系車嘅後花園,結果泰國率先推動電動化,中國電動車一嚟,直接就成咗香口格,再睇日系車,喺泰國嘅市場份額嘩嘩嚟咗落。

如果印度係電動化一加速,歷史大概率會重演,而而家呢次,日系車連逃嘅地方都快冇咗,點樣預防,將成為日本車廠嘅首要問題。
再講政策,印度嘅政策就似一鍋咖哩,你永遠唔知下一口食到係雞肉定係馬鈴薯。
呢個魔幻嘅國家,今日係低關稅鼓勵建廠,明日就可能罰你一筆巨款,更令人頭痛嘅係強制合資,外國車廠想喺印度賣車,要搵本地夥伴搭檔,等你工廠建好咗、供應鏈搭完咗,印度直接背刺你,到嗰陣無論係加錢定撤資,換嚟嘅都係心痛。
所以你看,印度呢個市場,就好似一個睇落好甜嘅芒果,咬落去第一口仲行,再啃幾口就摸著硬核。
日系車而家嘅算盤係,趁住核都未硌牙,趕緊多啃幾口,但核遲早會硌到,只係唔知係邊一日。
尾聲
日系車呢趟印度之旅,唔係去旅遊,係去搵食。
中國同東南亞嘅飯桌更擁擠,生產、運輸嘅成本又提高咗,放眼全球,就印度呢口鍋仲冒住熱氣,哪怕入面煮嘅係咖哩味嘅石頭,都要硬著頭皮啃落去。
日本車廠想擴大市場,印度想嘅係拉動經濟、解決就業,雙方都有各自嘅心思。
至於結局係日系車喺印度重新封神,定係好似當年嘅部分友商一樣灰溜溜走人,那就唔知啦。
但無論點樣,呢場戲先至開始,我哋慢慢睇就得啦。
反正印度嘅故事,從來唔會悶。


When it comes to domestic car brands, many people's impression may still be stuck at the stage of mainstream family cars. However, this is already old news from a few years ago. You should know that current domestic car brands not only beat joint venture brands in the domestic market, but have also surpassed foreign car brands on multiple tracks such as high-end development and overseas exports. Take the Geely Automobile we are talking about today for example.

Growth Momentum Leads the Industry
According to the latest data released by the official, Geely Automobile's cumulative sales in May reached 237,637 vehicles. It achieved double growth year-on-year and month-on-month for three consecutive months, leading the overall market with stable growth and impressive results. However, compared to this already excellent total performance, many industry insiders, after seeing the sales results of each brand under Geely Automobile, will be amazed that its quality is also getting higher.

As is well known, there are two hardest markets in the automotive industry: the luxury high-end market and the overseas export market.
Taking Geely Automobile as an example, its "Global Luxury Technology Brand" — Zeekr Automobile, reached deliveries of 34,377 vehicles in May, an 81.8% increase year-on-year and an 8.1% increase month-on-month, achieving double growth for four consecutive months. The average transaction price per vehicle also increased by 52.4% year-on-year. What is even more shocking is that the sales share of Zeekr 9 Series and 8 Series, which are priced as high as 400,000 to 500,000, accounts for nearly 50%!

Not only that, Geely Automobile's "Global New Energy High-End Brand" — Lynk & Co, also achieved May sales of 20,732 vehicles, with new energy vehicle sales accounting for 70.8%, and the brand's cumulative sales have broken 1.8 million. This shows that Geely Automobile's high-end models have not only won the recognition of a large number of consumers with excellent product power, but have also completed the transformation of volume and price rising together at the brand level.

Of course, as the undisputed leading automotive enterprise in China, Geely Automobile's focus is no longer limited to the domestic market. It chose to go global to challenge the more difficult overseas market. This is not the case, May's overseas export achievement of 85,144 vehicles set a new record for export sales. It is worth mentioning that the hot-selling products of Geely Automobile brands overseas are also mostly high-end or new energy vehicles.

For example, Zeekr has entered more than 50 countries and regions, and the cumulative global delivery volume of Zeekr 7X has exceeded 160,000 vehicles; Geely Galaxy Starship 7 EM-i remained the champion of new energy plug-in hybrid SUV sales in Kazakhstan for March and April; Geely Galaxy E5 remained the champion of pure electric SUV-C market sales in Australia, Argentina, UAE, Morocco, and Uruguay for the first quarter, and stayed in the top three in Brazil, Uzbekistan, and Indonesia new energy pure electric SUV-C models!

Hardcore Strength Creates Brilliance
Obviously, whether it is the rapid sales growth trend, or the hot sales in new energy, high-end market and overseas market, it is inseparable from hard strength as support. Taking Lynk & Co Automobile as the first car racing brand in China for example, top technology shouldn't just stay on the marketing level, but must be proven on the track. Therefore, it recently announced carrying 03+ TCR Racer, 03++ Racer, and 03 CUP EVO three racing cars to participate in TCR China, CTCC China Cup, and Lynk & Co Cup three major events simultaneously.

With hardcore strength, Lynk & Co naturally fears no high-difficulty tests. In the two-round finals of TCR China, the 03+ TCR Racer achieved the results of 4 championships, 1 runner-up, and 2 third-place finishes with its hardcore performance strength; in the CTCC China Cup, the Lynk & Co Zongheng Racing Team even achieved the results of 2 championships, 2 runner-ups, and 1 third-place finish. At the same time, in the 2026 Season FIA TCR World Tour opener, the Starri TCR Racer of Geely China Star Racing Team (Geely Cyan Racing) also won the race in the final and brought back the historical first win. This not only means that Starri TCR has world-class competitiveness, but also marks that Geely China Star Racing Team has officially completed the first chapter of the Geely Automobile Sports New Era.

At the same time, in technical levels such as intelligence and safety, the Haohan inherited Geely and Volvo safety heritage, assisted driving mileage grew by 215% in one year, leading the entire industry with the fastest growth rate. In the recent Euro NCAP official test, Geely Galaxy Starship 7 EM-i (Geely STARRAY EM-i) successfully completed the exceeding standard bilateral serial limit crash test at the France UTAC Laboratory. This not only intuitively confirms Geely's leading vehicle safety technology and mature systematic safety strength, but also lays a solid foundation for Chinese automotive safety technology to go international and participate in global industry standards!

Daxia Car Talk: I believe many people, after seeing Geely Automobile's sales data, will have the praise "It's too comprehensive" in mind. After all, car enterprises that can achieve impressive results in new energy, high-end, overseas exports, and even on the track at the same time, let alone in the independent domestic brand circle, you can't even find a few car enterprises in the global automotive industry that can achieve these things simultaneously!

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。
