兄弟姐妹們，今日講一個出海嘅大新聞——唔係賣車，係賣「司機」。6 月 2 號，文遠知行同 Uber 聯合宣佈咗一件事：計劃喺西班牙馬德里推出該國首個商業化 Robotaxi 試點服務。意思就係：西班牙人好快就可以用 Uber 叫到一台冇司機嘅出租車。呢次係文遠知行同 Uber 第一次一齊進入歐洲市場。馬德里亦成為文遠知行 Robotaxi 駛入嘅全球第十二個城市。

官方消息話，喺馬德里自治區政府嘅支持下，呢項服務今年內就會正式啟動。到嗰陣，馬德里嘅朋友哋打開 Uber App，就有一鍵呼叫文遠知行嘅 Robotaxi。同叫普通網約車一樣，分別係嚟嘅車冇駕駛員——至少喺初期，仲係有分別嘅。運營初期，車入面會配備經過專業培訓嘅安全員，終究係剛上線，穩妥第一。

文遠知行呢間公司，你可能聽過，也可能冇聽過。簡單介紹下：2017 年成立，一直埋頭搞 Robotaxi 技術研發同商業化。而家佢嘅 Robotaxi 已經覆蓋咗廣州、北京、新加坡、阿布達比、迪拜、利雅得、蘇黎世……加埋而家嘅馬德里，一共 12 個城市。西班牙亦係文遠知行進入嘅第五個歐洲市場——之前已經入咗瑞士、法國、比利時、斯洛伐克。按照文遠知行同 Uber 喺 2025 年 5 月達成嘅規劃，佢哋要喺五年內新增 15 個國際城市部署 Robotaxi 服務，全球部署數萬輛 Robotaxi。隨著馬德里落地，目前已經完成咗 4 個城市嘅佈局，仲有 11 個會喺 2030 年前陸續覆蓋。

講真嘅，中國自動駕駛公司出海唔係頭一回，但中國技術 + 全球出行平台 + 歐洲市場呢個組合，定係好有意思。馬德里係歐洲最具商業潛力嘅 Robotaxi 市場之一，人口多、出行需求大，當地政策都好友善。喺呢個市場站穩腳根，對文遠知行嚟講係個唔小嘅里程碑。對 Uber 嚟講，引進 Robotaxi 都係為咗降低成本——終究司機唔使發人工。對馬德里市民嚟講，以後打車可能更平。

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

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

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

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

May 28, the all-new Geely Xingyuan officially launched, the entire series range has been comprehensively upgraded: 310 km upgraded to 410 km, 410 km upgraded to 480 km. The new car offers four versions: 410km Yearning Edition, 410km Riding Wind Edition, 480km Exploration Edition, 480km Exploration + Edition, launch limited-time benefits price 61,800 yuan - 91,800 yuan. To meet the needs of different users, for the 410km version, it still offers a 310km range reverse-select right, the price can be reduced by 7,000 yuan after selection. Starting today, users can place orders via Geely Galaxy APP, WeChat Mini Program, enjoy ten layers of purchase gifts and limited-time super trade-in cash and other rich benefits. In addition, for those who make a large deposit and lock the order before June 30, 2026, can enjoy a super trade-in cash right of 3,000 yuan.

Experts make another move, this all-new Geely Xingyuan officially launched, advanced further on the classic, comprehensively refreshed with five major upgrades, bringing users over 100 product power upgrades, achieving over 25 industry-exclusive features, providing users with cross-level experiences with generationally leading technology. As the 2025 China auto market sales champion across all categories, Geely Xingyuan delivery volume broke 700,000 units in 573 days, ranked in the top 3 global new energy sales in the first quarter of this year, it is the only Chinese brand model to enter the top 3 global new energy vehicle sales, continuously releasing champion momentum. At the new car launch event, the all-new Geely Xingyuan spokesperson Joey Yung also arrived on site, sharing her true stories with Geely Xingyuan with everyone, backing the new car with a gentle yet firm power, witnessing the refresh moment of this champion pure electric small car with 700,000+ users together.

At the same time, the new car joined hands with Xiaohongshu to create the country's first mobile 'Immersive Travel' car launch event, taking everyone to feel beauty together, enjoying beauty. Not only that, Geely Xingyuan also collaborates with CATL, Capybara, Colorkey, Goodbaby, Myfoodie and other cross-boundary brands, innovatively creating five major life scenarios: 'Harbor Family, Alley Family, Rainforest Family, Silk Road Family, Nomad Family', focusing on core daily travel scenarios, directly hitting users' real vehicle usage needs, redefining the pure electric small car value benchmark with champion strength.

Champion Strength One: Ultimate Driving Control Advanced — First Global Native Architecture + Sino-German Joint Tuning

Geely Xingyuan brings a calm, free, light, and agile driving experience for every user trip. This champion strength comes from Geely's first global native architecture and track-level tuning: Geely Xingyuan is the first in its class to adopt a native architecture, the first to standardize rear-wheel drive independent suspension, and the first pure electric small car to undergo global tuning, giving users the first time feeling that pure electric small cars can also have ultimate driving control!

Good driving control must stand the test. Currently, Geely Xingyuan has entered more than 30 countries globally, the R&D team gathered global resources, conducting comprehensive verification against different extreme road conditions globally, making the all-new Geely Xingyuan comprehensively upgraded on three core experiences: 'Driving, Steering, Braking', leading the small car driving control into the 2.0 era again. The G-TCS 2.0 All-Weather Anti-Slip System, while retaining rear-wheel drive flexible fun, ensures no slipping, no tail-swinging, no rolling on flat roads, slopes, and curves, even beginners can drive calmly; New brushless steering system responds 1x faster, supports three steering modes and steering center self-learning; G-CST 2.0 All-Scene Comfort Braking System simulates the feel of an old driver, braking no nodding, driving no carsickness. In addition, Geely Xingyuan is the only one in its class to successfully challenge the Fish Hook Test at 130km/h and the first in its class to successfully pass the Moose Test at 80.7km/h, handling performance compares favorably with 200,000-class sports sedans.

Champion Strength Two: Efficient Three-Electrical Advanced — Standard CATL across entire series + 480km Range + 19-minute Fast Charge

310 km upgraded to 410 km, 410 km upgraded to 480 km, the all-new Geely Xingyuan achieves full series range upgrade. Range is sufficient, not fake; charging is fast, lasts long; using electricity is saving, not wasting money, whether daily commute or occasional long-distance travel, the all-new Geely Xingyuan can handle it easily. The new car is the only pure electric small car in its class to standardize CATL cells, liquid-cooled temperature control, and 11-in-1 high-integrated electric drive across the entire series, three-electrical strength has been the ceiling in its class since launch. The new car is equipped with exclusive customized CATL new generation cells, energy density up to 190Wh/kg, max CLTC range 480km, sufficient for daily commute and weekend outings; Cooperating with the class-exclusive active front grille and low wind-resistance wheels, wind resistance reduced by 15 counts, actual range increased by another 10km.

Range is solid, energy replenishment efficiency also needs to continue upgrading. Regarding replenishment, 30%-80% fast charging takes only 19 minutes, a cup of coffee time is enough to depart with full power; Liquid cooling system and new BMS ensure full-speed charging whether cold or hot, and charging speed increase does not come at the cost of battery life. At the same time, the class-exclusive Star-Rui AI Cloud Power 2.0 achieves full-link energy management, covering smart charge/discharge, valley electricity price identification, battery temperature maintenance, energy consumption diagnosis, and battery maintenance functions, making every charge efficient, every journey using electricity worry-free.

Champion Strength Three: AI Smart Cockpit Advanced — Galaxy Flyme Auto 2 Smart Cockpit System + Eva Large Model

The all-new Geely Xingyuan puts warmth and wisdom into the cockpit, making the vehicle better to use, more understanding of people, and more comprehensive. The all-new Geely Xingyuan is equipped with Galaxy Flyme Auto 2 Smart Cockpit System, based on 7nm automotive grade Dragon Eagle 1 chip and 16G+128G large storage, fast response, smooth operation, easy to learn. Users can switch maps or favorite wallpaper desktops at will, cute pet wallpaper supports interactive functions, adding fun to the cockpit.

New AI Eva is even more the user's mobile smart partner, voice assistant Hi EVA supports fuzzy instruction understanding and context memory, can complete vehicle control, Q&A, entertainment, etc., good at everything. User says 'Hi Eva, I want to go home', vehicle can automatically call latest Amap 850 version to select optimal route. At the same time, the car machine adds support for CarPlay phone interconnection, compatible with iOS devices seamless connection, local common apps are all available, cloud has 200+ massive apps for free selection. Also has stealth mode, car wash mode, one-key car find, etc., thoughtful scenarios, and personalized custom assistants, automatically open navigation and adjust AC after getting off work, full of ritualistic welcome feeling. From navigation to entertainment, from life to surprises, the smart cockpit of the all-new Geely Xingyuan comprehensively covers user daily needs.

Champion Strength Four: Assist Driving Advanced — Qianli Haohan Assist Driving H3 Solution

All-new Geely Xingyuan is equipped with the Qianli Haohan Assist Driving H3 Solution derived from high-end models, can cover multiple driving scenarios, every function is truly helping users improve driving experience. The system has safely driven 1.38 billion kilometers, user usage volume growth rate is first, relying on G-ASD Smart Driving Bottom Layer and Star-Rui AI Large Model, bringing 'better to use the more you drive, smarter the more you drive' smart experience.

Highway/Overpass NOA is not limited by roads and rain/fog weather, supports voice lane change, multi-scenario avoidance, and automatic on/off ramps, users only need to lightly hold the steering wheel to easily drive long distance. All-scenario MPI takeover rate exceeds 200 kilometers, equivalent to continuous driving 3 hours requiring takeover only 1 time. At the same time, parking aspect can achieve all-scenario adaptation, APA parking assist function supports one-key parking, fingertip parking, remote control parking, covering 300+ parking scenarios. Targeting new driver parking difficulty, female driver parking anxiety, etc., actual pain points, HPA Memory Parking supports 2km ultra-long memory, cm-level precise positioning, after learning the route once, can automatically park for the whole journey, has intelligent car following, autonomous space finding, obstacle avoidance functions, temporary route change also does not require relearning, effectively reducing parking operation difficulty. In addition, DMS active fatigue detection if detects driver appears fatigue behavior or distracted driving, will timely remind the driver; Sentry mode can protect parking safety 24 hours all-day, if abnormal, immediately record video and send to user's mobile phone. From departure to arrival, from driving to parking, the all-new Geely Xingyuan makes complex driving simple and reassuring, letting users leave more energy to the scenery on the road and laughter of fellow travelers.

Champion Strength Five: Full-Dimensional Safety Advanced — Three-Electrical Safety + Active Passive Safety

Safety is the gene carved into Geely's bones! For Geely, whether big car or small car, whether luxury model or mainstream model, all brands under it adopt the same safety concept and strict standards. Geely has built a global full-domain safety center investing over 2 billion yuan, and released 'Person, Vehicle, Road, Cloud, Star' integrated full-domain safety 2.0 system, covering four core safety domains: Life Safety, Health Safety, Property Safety, Privacy Safety. All-new Geely Xingyuan also follows this high standard, and adheres to the concept 'Small Car, Must Have Big Safety', taking small car safety to the extreme.

In terms of passive safety, the all-new Geely Xingyuan created five longitudinal and eight transverse Star Armor Cage Body, like a solid yet light armor, front, back, left, right are all carefully reinforced — front end three force transmission paths cooperate with double 'Clover' relief structure, side battery to sill spacing 149mm and added double anti-collision longitudinal beams, rear 750mm long rear suspension and double '井' shaped rear subframe form a solid barrier; Roof pressure intensity increased to 3.4 times vehicle weight, A/B pillar and roof crossbeam etc. core area material upgraded, even if encountering rollover or heavy object pressing top, cockpit remains unharmed, side curtain airbag pressure holding technology can further protect head continuously during roll.

In terms of battery life, Geely Xingyuan's verification standard increased to 2 times national standard, after completing 1000 cycles, battery capacity still remains 90.72%. Moreover, Xingyuan that has actually driven 84,000 km, successfully challenged seawater corrosion, mud water flushing, bad road scraping bottom, extreme fire, etc. six large series limit tests, completed industry first.

In order to further improve battery safety protection, all-new Geely Xingyuan puts hard work in places users can't see, adopting industry-leading BDMU high voltage device deep integration technology, combining BMS battery management system and BDU high voltage distribution unit into one, greatly reducing interfaces, reliability steps up another tier, reducing battery sealing failure risk from the root. Worth mentioning, May 12, Geely joined hands with CCTV completed the first time in this class, and also the only continuous frontal and side collision in this class, high voltage system powered off in time, battery pack did not smoke or catch fire, passenger compartment structure intact, airbags accurately deployed, non-collision side door can open normally. In addition, all-new Geely Xingyuan equipped with direct tire pressure display, DOW Door Opening Warning, Sentry mode, more AEB Active Braking and AES Emergency Steering double insurance, successfully passed 120km/h static vehicle braking stop and 130km/h 'disappearing front car' active avoidance test, performance far exceeds industry mainstream level.

700,000 Users Trust, From China Champion to Global Top 3, Champion Path Never Stops

Always being imitated, never surpassed. Relying on high standards from R&D to manufacturing and generational leading product power, Geely Xingyuan has always won industry recognition and user love. Since October 2024 launch, Geely Xingyuan cumulative delivery has broken 700,000 units, equivalent to selling one unit per minute, it is not only the fastest star model in the whole industry to reach this goal, but also won the 2025 China auto market sales champion in one go. Entering 2026, Geely Xingyuan still continues to lead, stably staying at the top, in this year's first quarter global new energy vehicle sales ranking, Geely Xingyuan first time ranked in global top 3, achieved a new milestone for China A0-class electric cars.

Geely Xingyuan not only hot sales in domestic market, in overseas market also widely praised, currently has landed in more than 30 countries and regions globally. In Brazil launch two months sales volume broke 2,300 units; In Thailand auto show single week orders captured 3,300 units, and won 'Brazil Best Compact Electric Car of the Year' and 'Indonesia Auto Show Favorite Electric Car' double international awards. On the streets of the world, Geely Xingyuan is becoming a flowing new card of 'Made in China'.

The advancement of all-new Geely Xingyuan, let Geely Galaxy brand on the pure electric small car track again raised the 'High Quality Good Price' benchmark. In the future, Geely Galaxy will continue to adhere to 'Making Smart Premium Cars for Everyone' original intention, accurately grasp user's most real needs, bring products and services beyond expectations for users in all sub-markets.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

According to the latest production and sales data for BYD's May 2026 obtained by "Zao Dong Che", 383,453 new energy vehicles were sold that month, continuing to claim the champion of new energy vehicle sales among Chinese automakers. BYD has now maintained the top spot in domestic new energy vehicle monthly sales for 60 consecutive months. As of now, BYD's cumulative new energy vehicle sales have exceeded 16.5 million units, continuously consolidating its industry-leading advantage.

In detail, BYD's Dynasty Series and Ocean Network continued to sell well, selling a total of 330,215 units in May, continuing to become the core force for BYD's sales growth. Regarding high-end brands, Fang Cheng Bao and Denza sold a combined 46,489 units in May. Among them, Fang Cheng Bao sold 30,186 units, up 139.7% year-on-year, reaching a new high for the year; Denza sold 16,303 units, continuing to maintain a growth trend; YangWang sold 286 units, up 105.8% year-on-year. The full matrix working together drove continuous growth in BYD Group's sales.

In terms of intelligence, as of May 28, the number of vehicles equipped with assisted driving exceeded 3.15 million, with Di Tian Yan generating over 200 million kilometers of data daily. On May 28, BYD announced the launch of Urban Pilot Safety Backstop Service, becoming the world's first automaker to simultaneously achieve "dual backstop" for Urban Pilot and Smart Parking. Smart driving that dares to backstop is truly reliable.

Within three days after the press conference, daily active user count for City Pilot on vehicles equipped with Di Tian Yan A and B assisted driving systems increased by 50%. Prior to the launch of Smart Parking Safety Backstop, the usage rate had increased from 21% to over 90%. BYD Group Chairman and President Wang Chuanfu stated: “Daring to backstop is true safety.” 

Since the launch of Smart Parking Safety Backstop last July, the usage rate of Di Tian Yan Smart Parking function has increased from an initial 21% to 93% now, and the Smart Parking accident rate is almost zero. Based on confidence in Di Tian Yan technology and a commitment to consumers, BYD has once again taken the lead in promising to backstop Urban Pilot Safety: Starting today, within one year, for new users from the day they pick up the vehicle, and for old owners upgrading to Di Tian Yan 5.0 via OTA, all will enjoy 1 year of Urban Pilot Backstop. When users use Urban Pilot functions compliantly, if a traffic accident with liability occurs, direct economic losses that should be borne by the vehicle (including vehicle repair costs, third-party property damage, personal injury losses) will be directly compensated by BYD.

Comparing to common smart driving insurance in the industry, BYD's Urban Pilot Backstop is entirely free, has no limit, and will not affect commercial insurance premiums for the following year. Since then, BYD has become the world's first enterprise to have "dual backstop" for Urban Pilot and Smart Parking safety, using concrete actions to make assisted driving truly integrate into users' daily travel and life, enabling users to gain safety experiences.

BYD's technical confidence to dare to backstop comes from the three unique advantages of Di Tian Yan: First is the scale advantage, with BYD's assisted driving vehicles exceeding 3.15 million units, ranking first among Chinese automakers; second is the data advantage, with Di Tian Yan generating over 200 million kilometers of data daily, ranking first among Chinese automakers; and last is the R&D advantage, with the assisted driving R&D team having over 5,000 engineers, with the team size ranking first among Chinese automakers.

Technical innovation continues to transform into product competitiveness. After the launch of the 2nd Gen Blade Battery and Flash Charge Technology, models such as the 3rd Gen Yuan PLUS, Fang Cheng Bao Leopard 5 Flash Charge Version, Leopard 8 Flash Charge Version, and Denza N9 Flash Charge Version have successively launched. Meanwhile, the Tang on Dynasty Network will launch in mid-June, and Denza N8L Flash Charge Version, Seal 08, and Sealion 08 will also launch successively, further expanding BYD's Flash Charge product matrix.

In the just passed May, BYD's overseas market continued to maintain high-speed growth. Passenger cars and pickup trucks sold 160,177 units overseas, up 80.7% year-on-year, creating a new historical high. Models such as Seagull, Song PLUS, and the Yuan Series continued to sell well, and the SHARK Pickup truck exceeded 4,000 units for two consecutive months. As the product matrix continues to enrich and the global layout deepens, BYD's globalization process will continue to advance rapidly.

On May 18, 2026, BYD officially launched DM Technology in the Indonesia market. With more flexible energy management capabilities and higher energy efficiency performance, this technology will provide new energy mobility solutions covering multiple scenarios for Indonesian consumers.

According to Zhao Yue, General Manager of BYD Indonesia Branch: "Since the passenger car business entered the Indonesia market in January 2024, BYD has gained wide recognition from local users, with about 90,000 new energy vehicles currently driving on Indonesia's streets and alleys. Under the double drive of government policy support and market demand growth, the Indonesia new energy vehicle market continues to expand, with EV penetration rate increasing from less than 1% in 2022 to about 20% in the first quarter of 2026, and the electrification process significantly accelerating. The introduction of DM Technology means that BYD is no longer just providing products of a single energy form in Indonesia, but is starting to provide a more complete mobility choice logic. We hope to enable users to no longer need to choose between city commuting and long-distance travel through DM Technology, making it a daily travel mode that can be used without pressure."

It is understood that Indonesia is vast in area, inter-city travel demand is frequent, and charging infrastructure is still in the process of continuous improvement, so consumer demand for multi-scenario new energy vehicle models that can balance daily commuting and long-distance travel continues to rise.

DM Technology uses electric drive as the core driving logic, presenting pure-electric-like quietness and efficiency in city commuting; in long-distance travel, it collaboratively guarantees range and travel freedom through an intelligent energy management system, thereby achieving comprehensive coverage of multi-scenario travel needs.

And in the crossover field, on local time May 21, Denza joined hands with Swiss luxury jewelry and watch brand Chopard to create the global unique Denza Z9GT Chopard Edition with exquisite craftsmanship, donated to the 32nd Cannes amfAR Charity Gala. As a highly anticipated charity event during the Cannes Film Festival, the gala aims to raise funds for AIDS research. On that night, the Denza Z9GT Chopard Edition was hammered down at 700,000 Euros (approx. 5.55 million RMB), becoming one of the most anticipated auction items on site.

Adhering to Denza's concept of "Extraordinary Technology, Driving Luxury", Z9GT becomes an ideal carrier for the excellent dialogue between Chinese tech performance and Swiss craftsmanship. Denza brings flagship GT models, frontier innovative technology, and the Yi San Fang Platform; Chopard adds splendor to this work with its inherent luxury style, profound heritage, and exquisite craftsmanship, turning the whole vehicle into a jewelry art piece in motion.

Interestingly, on local time May 14, BYD partnered with European famous independent film production company Mediawan to establish an award aimed at inspiring new film talents — Dream Building Award (Build Your Dream Award) in Cannes, France. The award ceremony is held concurrently with the Cannes Film Festival, annually awarding the best feature film debut released in French theaters within the past 1 year. The jury is chaired by famous Chinese director Chen Kaige, with members including French famous actor, director, and screenwriter Mélanie Laurent, French actor Hafsia Herzi, and other international film industry authorities.

Chen Kaige serves as the Chairman of the Dream Building Award Jury. Since the 1980s, Chen Kaige has gained international fame for his outstanding artistic achievements and has become an important representative figure promoting the development and evolution of Chinese cinema. In 1993, his film "Farewell My Concubine" won the highest award of the Cannes Film Festival — the Palme d'Or. Chen Kaige stated: "There are countless young people around the world harboring the dream of becoming film directors. Holding the Dream Building Award during the Cannes Film Festival, this award set specifically for new film talents, is a highly meaningful and precious thing for them."

From sales growth to overseas breakthrough, from tech innovation to intelligent popularization, the scorecard delivered by BYD in May reflects the continuous upward development trend of China's new energy vehicle industry. As the new energy vehicle industry accelerates development, the global competitiveness of Chinese brands is rapidly improving.

On May 28, 2026, the World Living Room at the North Bund in Shanghai witnessed a historic moment for China's automotive industry. SAIC Motor's '100 Millionth Global User Delivery Ceremony' grandly launched, relying on a global brand matrix covering the globe, initiating a global relay delivery across cities and continents. Thus, SAIC Motor officially became the first company in China's automotive industry with cumulative production and sales exceeding 100 million vehicles, setting a new record in China's automotive industry development, and carving a new milestone in the leapfrog development of the national automotive industry.

Behind the production and sales of 100 million complete vehicles is SAIC's unwavering commitment to industry over more than 70 years, the transformation upgrade from a stumbling start to global leadership, and the best witness of trust from tens of millions of users and partners walking globally. From hand-crafting the first sedan to mass-producing 100 million-level vehicles, from joint venture exploration to independent brand rise, from leading in traditional fuel cars to breaking through in smart new energy, SAIC has completely experienced and promoted the entire process of China's automotive industry from nothing to something, from weak to strong, from establishing itself domestically to roaming globally.

70 Years of Passing the Torch, Witnessing China's Automotive Industry's Striving Journey

SAIC's development context is a condensed history of China's national automotive industry growth. In 1955, Shanghai Internal Combustion Engine Parts Manufacturing Company was established, pulling open the curtain for Shanghai automotive industry development; in 1958, generations of automotive predecessors, relying on craftsmanship and perseverance, knocked out the first 'Phoenix' sedan with hand hammers, achieving a 'zero breakthrough' in Shanghai sedan manufacturing, planting the seed of original intention for the national car-making cause.

Since the Reform and Opening-up, SAIC has boldly stood at the forefront of the industry, leading the way in opening up to the outside world and innovation exploration. In 1983, the Santana officially rolled off the line, opening a new chapter for China's automotive industry joint venture cooperation, accelerating the industrialization and standardization process of domestic automobiles; in 1997, Shanghai GM landed and went into production, with a surprising speed of 23 months from factory construction to car production, creating the 'Shanghai Speed' renowned in the industry, setting new records for global auto companies' factory construction and production.

Entering the New Era, SAIC targeted the independent innovation track, continuously breaking technical barriers. In 2006, the independent brand Roewe was born, raising the flag of innovation for national automobile brands; in 2016, the world's first internet car Roewe RX5 was launched, leading the wave of automotive intelligent transformation; in 2020, the high-end smart electric brand IM Motors was established, precisely laying out the high-level smart electric track, assisting China's automotive brands in advancing towards high-end and technological levels.

Over 70 years of wind and rain, SAIC has always adhered to the core user concept 'Knows Cars, Knows You Better'. 'Knows Cars' means the extreme pursuit of deepening core technologies and polishing product quality, from Santana localization technology attacks to joint venture 2.0 era technology co-creation, to the landing of cutting-edge technologies such as full-steer-by-wire chassis, solid-state/semi-solid-state batteries, AI large model vehicle applications, etc.; every technology iteration shows hardcore car-making strength; 'Knows You Better' means always standing on user needs, converting cutting-edge technology into perceptible and experienced beautiful travel scenarios, letting technology serve people and technology warm the travel. The 100 million production and sales milestone is essentially the concentrated fulfillment of 100 million user trusts, the best proof of SAIC's unchanged original intention.

100-Million-Level Benchmark Model Lands, Gathering Industry Top Technology Achievements

The global 100 millionth vehicle delivered this time is SAIC's painstakingly crafted IM LS9 Hyper. This model condenses SAIC's 70+ years of car-making technology accumulation, is a masterpiece of brand technology iteration, officially opening the new era of new energy vehicles 'new three major components', redefining high-end smart electric travel standards.

In the core hardware layer, IM LS9 Hyper is equipped with next-generation top technology configurations, with strength reaching industry benchmark standards. Chassis level, equipped with the first-ever full-steer-by-wire four-wheel steering technology in its class, balancing handling precision and driving stability; Intelligent Driving level, equipped with 520-line ultra-vision LiDAR and NVIDIA Thor chip, building an all-around, high-precision intelligent perception system, fully pre-embedding L3 and above high-level intelligent driving continuous iteration redundancy capabilities; Three-electric level, relying on full-domain 800V high-voltage platform and Star Super Range Extender System, achieving dual breakthroughs in energy efficiency and range.

Performance and safety fields, the model has numerous highlights. The new car first equips SAIC Gold Badge Hurricane Three-Motor, successfully entering the Performance 3-Second Club, bringing ultimate driving experience; at the same time, collaborating with Purple Mountain Laboratories, globally launching 'Intrinsic Safety' technology, expanding the automobile safety boundary from traditional physical safety to information and system safety, building a solid foundation for automobile safety in the AI intelligent era, protecting users' all-scenario travel.

Worth noting is that the first 100 millionth user this time was Momenta CEO Cao Xudong. As a core strategic partner of SAIC in the intelligent driving field, the intelligent driving technology co-created deeply between the two sides has fully empowered SAIC's independent and joint venture multiple brands, realizing technology landing and user inclusiveness. The special delivery of 'Partner becomes Car Owner' is not only a simple new car delivery, but also a vivid embodiment of intelligent car ecosystem collaborative win-win and deep resonance of technology concepts.

Full Chain and Full Domain Empowerment, Building a Global Hardcore System Strength

The 100 million production and sales miracle is by no means a breakthrough of a single product or single market, but the concentrated manifestation of SAIC's full value chain, full brand, and global system strength. For many years, SAIC has built a complete closed loop of coordinated development of six major segments: vehicles, parts, mobility and service, finance, international operations, and innovation technology, forming a stable, efficient, and sustainable industrial ecosystem.

Market data confirms strong strength; January-April 2026, SAIC's cumulative sales reached 1.302 million units, ranking first in China's automotive industry sales for four consecutive months. Among them, independent brand sales were 910,000 units, accounting for nearly 70%, independent brand rise trend is significant; new energy vehicle sales 412,000 units, continuing to lead the new energy track; overseas market sales 459,000 units, a year-on-year increase of 50.2%, global development momentum is rapid.

During this global relay delivery ceremony, SAIC's full brand matrix appeared together and exerted effort in coordination. Independent brands fully covered diverse travel scenarios, Shangjie Z7, Huajing S, Roewe M7, MG4 semi-solid-state battery version, Wuling Starlight 560, Maxus eDeliver5, Hongyan Heavy Truck, etc., more than 10 models were delivered centrally, covering personal commuting, family travel, commercial operation, logistics transportation and other full-scenario needs. Joint venture brands heavily showed 'Joint Venture 2.0' innovation results, Volkswagen ID. ERA 9X, AUDI E7X, Buick Zhijing E7, etc., new models, relying on high-level intelligent driving, super architecture, ultimate cockpit advantages, were hot sellers from the time of listing, showing new vitality of joint venture transformation.

Starting from the Shanghai main venue, delivery signals were lit synchronously in Nanjing, Liuzhou, Taiyuan and other domestic multiple cities, as well as overseas countries such as UK, Indonesia, Singapore, creating a new narrative for China's automotive industry global delivery. As a pioneer of China's automotive industry 'Going Global', SAIC has deepened overseas markets for many years, laying out more than 100 overseas parts production bases, over 3000 global dealer networks, built 3 overseas R&D and innovation centers, 4 overseas production and manufacturing centers, relying on 42 roll-on roll-off ships, 8 international routes, building a global logistics system covering Southeast Asia, Europe, and America.

Currently, SAIC products and services are distributed in over 170 countries and regions worldwide, overseas cumulative sales exceeded 7 million units. The underling MG brand has ranked first in China's brand European sales for 11 consecutive years, leading the breakthrough of cumulative sales of over 1 million in Europe and UK markets. Relying on the 'Glocal Global Localization Strategy', SAIC is accelerating the leap from 'Product Going Global' to 'Value Chain Going Global', making China's smart manufacturing, China's standards, and China's services go to the world.

User-Centric, Writing a Warm Travel Report

70+ years of deep cultivation, SAIC has always adhered to the original intention of 'Knows Cars, Knows You Better', integrating user needs into R&D, production, sales, service full chain, making every product fit real life, every service warm user travel. This delivery ceremony, many users of different identities and fields became the best witnesses of SAIC's original intention.

Dedao APP Founder Luo Zhenyu in the capacity of Huajing S No. 001 Experience Officer, personally witnessed SAIC's car-making strength; Former National Team Player Yang Chen favored Volkswagen ID. ERA 9X's hardcore quality, consistent with the brand's long-termism concept; Public Welfare Blogger Liu Jia deep cultivated mountain area public welfare, moved by Buick Zhijing E7's full-score cockpit humanistic design; there are also countless ordinary users such as social media creators, village party secretaries, logistics practitioners, etc., choosing SAIC due to trust, rushing to walk together due to love. Every user's choice is a vivid interpretation of SAIC 'Knows Technology, Knows Life Better'.

100 million vehicles is SAIC's 70+ years of struggle and forward progress stage answer, more is the brand moving towards smart electric drive new era, starting a new starting line for 'second entrepreneurship'. Since 2014 leading the new energy transformation layout, SAIC has always closely followed national industry strategy, deep cultivating smart electric innovation, persisting in technology breakthrough, achieving the leap from single point breakthrough to full domain leading, forming a prosperous development pattern of independent and joint venture parallel, passenger and commercial coordination, domestic and overseas linkage.

From 1955 initial startup to 2026 100-million summit, from first user to 100-million users, from local exploration to global navigation, SAIC used over 70 years of time to write the striving legend of China's automotive industry. Standing on a new starting point, SAIC will continue to adhere to original intention, deep cultivate innovation, walk together with global users and industry partners on the 100-million journey, continuously empowering travel upgrades with hardcore technology, assisting industry takeoff with China's smart manufacturing, co-creating a new future of global beautiful travel.

兄弟姐妹們，今日講一個出海嘅大新聞——唔係賣車，係賣「司機」。6 月 2 號，文遠知行同 Uber 聯合宣佈咗一件事：計劃喺西班牙馬德里推出該國首個商業化 Robotaxi 試點服務。意思就係：西班牙人好快就可以用 Uber 叫到一台冇司機嘅出租車。呢次係文遠知行同 Uber 第一次一齊進入歐洲市場。馬德里亦成為文遠知行 Robotaxi 駛入嘅全球第十二個城市。

官方消息話，喺馬德里自治區政府嘅支持下，呢項服務今年內就會正式啟動。到嗰陣，馬德里嘅朋友哋打開 Uber App，就有一鍵呼叫文遠知行嘅 Robotaxi。同叫普通網約車一樣，分別係嚟嘅車冇駕駛員——至少喺初期，仲係有分別嘅。運營初期，車入面會配備經過專業培訓嘅安全員，終究係剛上線，穩妥第一。

文遠知行呢間公司，你可能聽過，也可能冇聽過。簡單介紹下：2017 年成立，一直埋頭搞 Robotaxi 技術研發同商業化。而家佢嘅 Robotaxi 已經覆蓋咗廣州、北京、新加坡、阿布達比、迪拜、利雅得、蘇黎世……加埋而家嘅馬德里，一共 12 個城市。西班牙亦係文遠知行進入嘅第五個歐洲市場——之前已經入咗瑞士、法國、比利時、斯洛伐克。按照文遠知行同 Uber 喺 2025 年 5 月達成嘅規劃，佢哋要喺五年內新增 15 個國際城市部署 Robotaxi 服務，全球部署數萬輛 Robotaxi。隨著馬德里落地，目前已經完成咗 4 個城市嘅佈局，仲有 11 個會喺 2030 年前陸續覆蓋。

講真嘅，中國自動駕駛公司出海唔係頭一回，但中國技術 + 全球出行平台 + 歐洲市場呢個組合，定係好有意思。馬德里係歐洲最具商業潛力嘅 Robotaxi 市場之一，人口多、出行需求大，當地政策都好友善。喺呢個市場站穩腳根，對文遠知行嚟講係個唔小嘅里程碑。對 Uber 嚟講，引進 Robotaxi 都係為咗降低成本——終究司機唔使發人工。對馬德里市民嚟講，以後打車可能更平。

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

BYD: Export Hits New High Becomes Biggest Highlight

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

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

Chery: Sales Growth Leads the Top 5

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

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

Geely: New Energy Penetration Rate Breaks 56%

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

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

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

Changan: Multi-brand Matrix Balanced Effort

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

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

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

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

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

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

Final Thoughts

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

比亞迪正式發布 2026 年 5 月產銷快報，全品牌新能源汽車單月銷量 383453 輛，同比微增 0.26%，時隔十個月實現單月銷量同比轉正；其中乘用車交付 376990 輛，環比大漲 19.4%，一掃前期車型換代陣痛，呈現國內基本盤穩固、海外銷量狂飆、高端品牌全線放量的全新格局，在國內新能源內捲加劇、特斯拉 FSD 入華、自主新品密集上市的市場環境中，走出獨有的結構性增長路線。

八大車型月銷破兩萬 宋元雙車站穩 5 萬

王朝 + 海洋兩大主力品牌 5 月合計售出 330215 輛，佔據集團總銷量超八成，仍是比亞迪銷量壓艙石，全系列共 8 款車型單月銷量突破 2 萬台，產品從 5 萬入門代步到 20 萬家用 SUV 實現全覆蓋。

王朝網內部，元家族 56691 輛、宋家族 51370 輛。雙雙跨過五萬門檻，成為品牌兩大銷量支柱，兼顧家用代步與城鄉出行需求；秦家族緊隨其後交出 28360 台穩定表現，漢、唐系列月銷維持六千級體量，深耕中大型家用轎車、SUV 細分市場；全新車型夏處於市場培育期，單月交付 1810 台，後續隨渠道鋪開有望穩步上量。

海洋網增長勢頭更為迅猛，全系五款車型跨入兩萬俱樂部：海獅 42615 台、海豹 34117 台、海鷗 39919 台、海豚 22260 台、宋 PLUS 27755 台。其中海鷗憑藉 6-8 萬親民定價穩居入門代步銷冠，海獅作為全新走量車型上市即站穩四萬量級，補齊海洋網中型 SUV 產品空白，完善海洋產品梯隊佈局。從代步小車到緊湊 SUV，兩大主品牌依托 DM-i 混動與純電雙線技術，牢牢鎖住 15 萬以內國內主流家用市場份額。

方程豹同比暴漲 139.7% 品牌向上落地見效

騰勢、方程豹、仰望組成的高端矩陣 5 月合計銷售 46489 輛，正式擺脫小眾定位，成為比亞迪品牌溢價與利潤增長新支點，打破自主品牌高端化難破局的行業魔咒。

越野品牌方程豹單月 30186 輛，同比暴漲 139.7%，創下品牌上市以來月度銷量新高，旗下鎦 7 單月 18280 台，豹 5、豹 8 穩定輸出，在 25-40 萬硬派越野細分市場持續擠壓合資、進口車型生存空間。

騰勢 5 月交付 16303 台，MPV 標桿 D9 售出 6721 台，Z9 系列近 6000 台，MPV、中大型轎車雙線發力，站穩豪華新能源賽道；百萬元級超豪華品牌仰望穩步爬坡，當月交付 286 台，同比增幅 105.8%，完成自主品牌天花板產品的市場驗證，形成從十幾萬家用、三四十萬越野、五十萬豪華 MPV 到百萬元級旗艦的全價格帶產品佈局。

海外爆發：單月 16.06 萬輛，佔總銷量超四成 成第二增長曲線

5 月比亞迪乘用車和皮卡海外銷量 160177 輛，同比大漲 80.7%，出口佔全系總銷量突破 42%，創下品牌出海歷史新高，成為穩住 5 月整體銷量、實現同比轉正的核心驅動力。

東南亞、歐洲、拉美成為主力增量市場，海鷗、宋 PLUS、元系列持續登頂多國新能源熱銷榜單，SHARK 皮卡連續兩月單月出口突破 4000 台；依托泰國、巴西、匈牙利、烏茲別克斯坦四大海外整車工廠落地投產，本地化生產持續落地，規避關稅同時快速下沉終端渠道。在國內車市存量競爭、價格戰常態化背景下，高速擴容的海外市場有效對沖國內車型換代帶來的銷量波動，正式從補充市場升級為比亞迪核心增長引擎。截至當前，比亞迪新能源汽車全球累計銷量已經突破 1650 萬輛，全球化版圖持續拓寬。

智駕賦能產品迭代 下半年新品蓄力衝量

5 月比亞迪智能化落地迎來關鍵節點，天神之眼智駕系統成為車型核心加分項：全品牌搭載高級智駕車型保有量突破 315 萬輛，日均路測數據超 2 億公里；當月比亞迪落地城市領航、智能泊車雙安全兜底服務，成為全球首家實現兩項智駕兜底的車企，政策落地三天後，搭載天神之眼系統車型的城市 NOA 激活率暴漲 50%，智能化體驗升級直接拉動終端到店訂單轉化，為後續車型持續走量築牢產品競爭力，直面 FSD 入華帶來的智駕市場衝擊。

從數據細節來看，2026 年 1-5 月比亞迪累計銷量 1405039 輛，同比下滑 20.32%，核心誘因是全系主力車型集中換代、第二代閃充刀片電池產能爬坡受限。新款閃充電池升級快充與低溫性能，全系換代車型優先換裝新電池，但產線改造拖累產能釋放，熱門車型訂單積壓、交付延後，一定程度壓縮 5 月交付體量。

隨著二季度末二代刀片電池產能持續釋放，疊加騰勢 N8L、方程豹鎦 7 純電版、海獅 05、夏 L 等多款新車陸續登陸市場，業內普遍預判比亞迪 6 月全品牌銷量有望突破 40 萬輛。依托低端走量鎖份額、高端提利潤、海外衝增量、智能化提產品力的四維發展邏輯，在國內新能源淘汰賽加劇的當下，比亞迪全品類佈局優勢持續放大，坐穩國內新能源龍頭，加速向著全球頭部車企穩步邁進。