2022年8月，长安汽车正式发布SDA架构，并同步亮相首款搭载车型CD701。这款概念车后来以启源E07 的量产形态落地，成为SDA平台的首个落地样本。 " 到2030年，长安汽车的整体销量目标将力争突破500万辆，其 中「数智汽车」将贡献超过300万辆。 " 作者丨 王瑞昊 编辑丨 田哲 雷峰网独家获悉，长安汽车已确定未来新车型将全面转向SDA平台开发，覆盖启源、深蓝、阿维塔等核心 品牌。 目前，SDA平台已率先应用于启源E07、Q07和A06三款车型，即将上市的深蓝L06同样基于该平台开 发。阿维塔品牌也计划于明年推出首款SDA平台新车。 一位知情人士向雷峰网透露，除已量产车型外，SDA平台目前正推进7款新车型的开发，涵盖启源、深蓝 与阿维塔三大品牌。"启源E07、Q07和A06是首批基于SDA平台开发的车型，后续长安旗下新车均被要求 统一采用该平台。" 对此消息，雷峰网向长安汽车官方求证，截至发稿，长安汽车官方未回复。 SDA是长安汽车自2021年启动研发的"中央+域控"电子电气架构平台，相比传统的分布式架构，它在计算 集中化和软件解耦方面更具优势，更契合智能电动汽车的开发需求。 这意味着各品牌、各车型 ...

（文/观察者网 张家栋 编辑/高莘） 8月29日，新款长安启源E07在成都国际汽车展览会正式上市，此次新车发布纯电、增程两种动力共四 款车型，售价21.99万—27.99万元。 长安汽车表示，新款启源E07基于"新配方、新颜值、新礼遇、新价格、新权益"的五新登场，将进一步 覆盖用户的全场景出行需求。 对此，全新启源E07的重要升级之一便着重在智能化的提升上，据介绍，基于SDA架构的"硬件可插 拔"能力，全新启源E07 Max及以上版本车型（含Max、Max+及Ultra版），预计将在2026年一季度升级 搭载高算力Thor U（算力730Tops）的端到端智驾辅助系统。天枢座舱的智能交互系统也加入长安天枢 大模型，更加精准地实现与用户进行自然对话。 文中图片均来自长安启源官网 在概念车时期，启源E07就曾因其"SUV+皮卡"的跨界风格，以及个性化的设计理念，被称作国产 CyberTruck。不过，相较于定位为皮卡的CyberTruck，启源E07在工信部申报的SUV定位，令其能够在 免受皮卡强制报废和城市限行等限制的前提下，依旧保留部分皮卡的装载能力。 不过，身兼创新重任的启源E07，却并没有帮助长安启源在销 ...

Core Viewpoint - Chinese automotive companies are increasingly focusing on overseas markets, with 2023 marking a significant year for competition in Southeast Asia, particularly against established players like Toyota [1][2]. Group 1: Market Expansion and Strategy - In 2023, China surpassed Japan to become the world's largest automotive exporter, shifting from merely exporting vehicles to establishing comprehensive operational systems abroad [1]. - Changan Automobile has initiated production in Thailand, marking its first overseas factory, and is preparing for intense competition in Southeast Asia [1][2]. - The company believes that entering established markets is becoming increasingly difficult for new Chinese brands due to existing partnerships and ecosystems formed by earlier entrants [15][16]. Group 2: Investment Decisions and Strategic Shifts - The decision to invest 20 billion in Thailand was driven by a strategic assessment of long-term benefits versus risks, with a focus on establishing a strong overseas presence [8][11]. - The establishment of the Thailand factory prompted a reevaluation of Changan's overseas strategy, leading to the creation of five major overseas regional divisions [12][14]. - The company aims for a localization rate of over 85% in Thailand to enhance competitiveness, with current localization at 60% [38][39]. Group 3: Competitive Landscape and Challenges - The competition in Southeast Asia is expected to intensify, with a prediction that 2025 will be a pivotal year for Chinese brands against Japanese competitors [36]. - Concerns have been raised about the sustainability of price cuts in overseas markets, as they may lead to perceptions of lower quality and could damage brand reputation [25][27]. - The company faces challenges in adapting to local market conditions, including establishing trust with local consumers and navigating different regulatory environments [40][41]. Group 4: Consumer Perception and Brand Positioning - Chinese electric vehicle brands are viewed positively by discerning consumers in overseas markets, who recognize the effectiveness of their technology [20]. - The company is positioning its products in Thailand as high-end offerings, aiming to compete with luxury brands rather than entering the mainstream market directly [33][34]. Group 5: Operational and Cultural Adaptation - Changan has established a local workforce in Thailand, with 70%-80% of its 1200 employees being Thai nationals, highlighting the importance of local integration [44][46]. - The company is also developing a research and development team in Thailand to cater to local market needs, although challenges remain in adapting to different technological ecosystems [48][50].

Core Viewpoint - Chinese automotive companies are increasingly focusing on overseas markets, with 2023 marking a significant year for competition in Southeast Asia, particularly against established players like Toyota [1][31]. Group 1: Market Expansion and Strategy - In 2023, China surpassed Japan to become the world's largest automotive exporter, shifting from merely exporting vehicles to establishing a comprehensive operational framework abroad [1]. - Changan and BYD have set up manufacturing plants in Thailand, with Changan's first overseas factory recently commencing operations [1]. - The competition in Southeast Asia is expected to be intense, with Changan's vice president predicting a "brutal war" over the next five years [1][31]. Group 2: Challenges and Competition - The complexity of overseas competition is significantly higher than in China, with price wars already emerging in Southeast Asia; however, price reduction is not seen as a comprehensive solution [1][31]. - New entrants from China may find it increasingly difficult to penetrate markets like Thailand, where established brands have already formed strong partnerships and ecosystems [11][12]. - The critical window for establishing brand presence and local capabilities in overseas markets is identified as 2023-2024 [12]. Group 3: Investment Decisions and Strategic Shifts - Changan's decision to invest 2 billion in Thailand was driven by a strategic assessment of long-term benefits versus risks, emphasizing the importance of a symbolic investment to signal commitment to overseas expansion [6][8]. - The establishment of a manufacturing base in Thailand has led to a reevaluation of Changan's overseas strategy, resulting in the formation of five major overseas regional divisions [9][10]. Group 4: Local Adaptation and Supply Chain - Changan aims to achieve a localization rate of 85-90% in Thailand, recognizing that local partnerships and supply chains are crucial for competitiveness [32]. - The company has faced challenges in adapting its supply chain to meet local standards, which differ from those in China [33]. Group 5: Consumer Perception and Brand Trust - There is skepticism among overseas consumers regarding the quality and pricing strategies of Chinese brands, particularly in light of recent price cuts that raise questions about profitability and product quality [21][24]. - The loyalty of Southeast Asian consumers to Japanese brands poses a significant challenge for Chinese automakers, who may struggle to establish trust and brand recognition [31].

Core Insights - The 2025 Qilu Spring Auto Show showcased a vibrant consumer market and highlighted the advancements in both fuel and new energy vehicles, reflecting the strong characteristics of the 2025 era [1][2] Industry Overview - The auto consumption market is experiencing a resurgence, with the Qilu Auto Show attracting significant foot traffic and consumer interest, particularly during the weekend [2][4] - The China Automobile Industry Association reported that in Q1 2025, vehicle production and sales reached 7.561 million and 7.47 million units, respectively, marking year-on-year increases of 14.5% and 11.2% [6] - National policies, including a 300 billion yuan special bond for consumer goods, are driving growth in the automotive market, with local governments also implementing consumer incentives [6] Domestic Brands Performance - Domestic brands are gaining significant market share, with BYD leading the way with a wholesale volume of 986,000 units in the first quarter of 2025, followed by Geely, Chery, and Chang'an [8][12] - The market share of Chinese brand passenger cars reached 68.1% in Q1 2025, a historical high, driven by technological advancements and improved product quality [12] Consumer Preferences - Consumers are increasingly favoring domestic brands over joint ventures, with many expressing a preference for the value and technology offered by local manufacturers [10][12] - The competition between fuel and new energy vehicles is intensifying, with consumers weighing the cost-effectiveness of fuel vehicles against the technological advantages of electric vehicles [13][15] Technological Innovations - The auto show featured numerous new models equipped with advanced technologies, such as the "transformable" SUV by Changan and drone integration in several vehicles [18][20] - The trend is shifting from merely functional vehicles to those that offer personalized and intelligent experiences, indicating a change in consumer expectations [20]