2月5日下午消息，长安汽车发布2026年1月全球销量交付数据。在行业传统淡季与主动调整内部交付节 奏的背景下，长安汽车实现170831辆的全球交付量。经典车系方面，长安CS75系列1月销量达17822 辆，环比增长11.6%，其全球累计销量已突破300万辆大关；长安逸动系列1月销量14760辆，实现连续 11个月销量破万。新能源方面，深蓝S05累计销量已突破17万辆；长安启源品牌1月全系交付14759辆， 其中AQ系列车型交付同比上涨35.2%。启源A06上市后累计交付突破21460辆，启源全新Q05累计交付达 13078辆，并正加速登陆东南亚市场。（新浪科技 ） ...

Core Insights - Changan Automobile achieved global deliveries of 170,831 vehicles in January 2026, demonstrating resilience in both classic and new energy product lines despite a traditionally slow season and internal adjustments [1][3][16] Group 1: Sales Performance - The Changan CS75 series, a flagship model, sold 17,822 units in January, marking an 11.6% month-on-month increase and surpassing 3 million cumulative sales, joining the "three million club" among domestic SUV brands [5] - The Changan Eado series sold 14,760 units in January, maintaining over 10,000 monthly sales for 11 consecutive months and becoming the top-selling domestic fuel sedan in 2025 [5] Group 2: New Energy Growth - The Deep Blue brand showcased strong performance with the Deep Blue S05 surpassing 170,000 cumulative sales, remaining a member of the "10,000 monthly sales club" [7] - The Changan Qiyuan brand delivered 14,759 units in January, with the AQ series seeing a significant year-on-year increase of 35.2% [7] - The Qiyuan A06 model quickly exceeded 21,460 cumulative deliveries, setting a record for the fastest delivery of a state-owned enterprise's new energy mid-size sedan [7] Group 3: Strategic Initiatives - Changan is advancing its "Shangri-La" plan for new energy, establishing a matrix of three global smart new energy brands: Avita, Deep Blue, and Changan Qiyuan, with solid-state batteries expected to enter vehicle verification by Q3 2026 [9] - The "Beidou Tianshu" plan for smart technology is being implemented, featuring a leading central network SDA platform and the launch of the "New Changan New Safety" brand, which emphasizes comprehensive safety [11] - The "Haina Baichuan" plan for global expansion has seen Changan's products sold in 117 countries, with 41 models launched and 19 overseas KD projects completed [14] Group 4: Future Outlook - 2026 is designated as the first year of the "14th Five-Year Plan," focusing on "steady progress and quality improvement," with a commitment to enhancing core competitiveness through systematic actions [16] - Changan aims to transform into a smart low-carbon mobility technology company, striving to become a world-class automotive brand driven by innovation and safety [16]

Core Insights - Changan Automobile achieved a global delivery of 170,831 vehicles in January 2026, demonstrating resilience in both traditional and new energy vehicle segments despite seasonal market challenges [1][3]. Sales Performance - The Changan CS75 series recorded sales of 17,822 units in January, marking an 11.6% month-on-month increase and surpassing 3 million cumulative sales, establishing it as a leading SUV in the domestic market [3][4]. - The Changan Eado series sold 14,760 units in January, maintaining over 10,000 monthly sales for 11 consecutive months and becoming the top-selling domestic fuel sedan in 2025 [4]. New Energy Growth - The Deep Blue brand showcased strong performance with the Deep Blue S05 surpassing 170,000 cumulative sales, consistently selling over 10,000 units monthly [4]. - The Changan Qiyuan brand delivered 14,759 units in January, with the AQ series seeing a significant year-on-year increase of 35.2% [4]. - The Qiyuan A06 model quickly exceeded 21,460 units in cumulative deliveries, setting a record for the fastest delivery of a new energy mid-size sedan from a state-owned enterprise [4]. Strategic Initiatives - Changan is advancing its "Shangri-La" plan for new energy, establishing a matrix of three global smart new energy brands: Avita, Deep Blue, and Changan Qiyuan [5]. - The company is implementing the "Beidou Tianshu" plan for smart technology, launching a leading central network SDA platform and achieving the first L3 level autonomous driving license in China [5]. - Changan's global expansion plan has seen its products sold in 117 countries, with 41 models launched and 19 overseas KD projects completed [5]. Future Outlook - 2026 is designated as the first year of the "14th Five-Year Plan," focusing on "stability and progress, quality improvement, and efficiency enhancement" [6]. - Changan aims to enhance core competitiveness through systematic actions centered on "creating global flagship products" and "forging extreme technology" [6]. - The company is transitioning towards becoming a world-class automotive brand with a focus on innovation, safety, and global vision [6].

Core Insights - China Changan Automobile Group has achieved a significant milestone by producing its 30 millionth vehicle, marking it as the fastest automotive company to reach this achievement in China [1][3][6] - The accomplishment reflects China's transition from a major automotive nation to a strong automotive power, emphasizing the importance of independent innovation and core technology development in the automotive industry [3][6] Milestone Achievement - The 30 millionth vehicle, an Avita 12 laser version, rolled off the production line on December 10, 2023, at the Chongqing Avita Smart Factory [1] - The timeline for reaching milestones has significantly shortened: it took 30 years to produce the first 10 million vehicles, 7 years for the second, and only 4.5 years for the third [3] Future Goals - By 2030, Changan aims to achieve an annual production and sales volume of 5 million vehicles, with over 60% being new energy vehicles and over 30% from overseas markets [3][18] - The company is committed to transforming into a smart low-carbon travel technology company, focusing on three major plans: "Shangri-La" for new energy, "Beidou Tianshu" for intelligence, and "Haina Baichuan" for globalization [18][19] Innovation and Safety - Changan emphasizes safety as a core value, integrating it into its brand DNA through rigorous testing and advanced safety protocols [10][11] - The company invests 5% of its annual revenue into research and development, establishing a global R&D network with over 24,000 personnel across 31 countries [13] Competitive Edge - Changan's success is supported by five core competitive strengths: technology, products, marketing, service, and brand [14] - The company has formed partnerships with over 50 global enterprises, enhancing its industry network and collaborative capabilities [16] Brand Development - Changan has developed a diverse brand matrix, including Avita, which has maintained sales exceeding 10,000 units for nine consecutive months, and Deep Blue, which has attracted over 700,000 young global users [16] - The company aims to sell over 1 million new energy vehicles by 2025, leveraging its brand synergy [16]

Core Insights - China Changan Automobile has achieved a significant milestone by producing its 30 millionth vehicle, marking it as the fastest Chinese brand to reach this figure in just 4.5 years since the last milestone of 20 million [1][3] Group 1: Company Milestones - Changan Automobile has undergone three major transformations since its inception in 1984, with the latest focusing on becoming a smart, low-carbon mobility technology company [1] - The company reached its first 10 million vehicles in 30 years, the second 10 million in 7 years, and the third 10 million in just 4.5 years, showcasing rapid growth [1] Group 2: Strategic Initiatives - In September, Changan launched the "New Changan·New Safety - Tian Shu Intelligent" brand, expanding safety measures to include driving, health, psychological, and privacy dimensions [3] - The company allocates 5% of its annual revenue to R&D, establishing a global research and development network with over 24,000 personnel across 31 countries [3] Group 3: Product Development and Sales - Changan has developed a five-brand matrix, with Avita positioned as a luxury electric vehicle brand, achieving over 10,000 monthly sales for nine consecutive months [3][4] - The Avita 12, a product of collaboration with Huawei and CATL, has gained over 220,000 users and recorded a monthly sales increase of 21% in November [4] - Changan aims to sell over 1 million new energy vehicles by 2025, with a target of 5 million total vehicle sales by 2030, of which over 60% will be new energy vehicles [3] Group 4: Global Expansion - Avita is accelerating its global presence, having entered 38 countries and regions, with plans to expand to over 80 countries by 2030 [4] - The brand plans to launch 17 new models by 2030, covering various segments including sedans, SUVs, and MPVs, with a goal of achieving 800,000 global sales [4]

Core Insights - Changan Automobile reported a sales volume of 2.684 million units in 2024, a year-on-year increase of 5.1%, marking a seven-year high, with revenue reaching 276.72 billion yuan, up 7.7% year-on-year [2] - The company achieved a strong start in Q1 2025 with sales of 700,000 units, setting a historical record, and saw a significant increase in new energy vehicle sales by 62% to 87,000 units [2][4] - Changan's strategic focus on "Technology Changan" has driven its core product matrix upgrade, digital intelligence, and globalization strategy, showcasing its robust capabilities and innovative spirit [2] Sales Performance - In Q1, Changan's five major brands collectively performed well, with Changan Qiyuan surpassing 220,000 units in cumulative sales, and the main model Qiyuan A07 maintaining a top-three position in its class for 18 consecutive months [4] - The Deep Blue series delivered 24,000 units, reflecting an 86.7% year-on-year growth, while the Avita brand saw its sales double, with the Avita 06 receiving over 20,000 pre-orders within 26 hours [4] - The Changan CS75 series achieved a sales volume of 72,600 units in Q1, defending its position as the champion of SUV fuel vehicle sales [4] Technological Advancements - Changan has positioned itself in the first tier of core technologies, with solid-state battery research advancing rapidly, achieving an energy density of 400 Wh/kg and a range exceeding 1,500 km, with mass production expected by 2027 [5] - The Tian Shu intelligent driving system boasts a takeover frequency of only 0.1 times per 100 kilometers, leading the industry by ten times, while the Tian Heng chassis benefits from AI capabilities for real-time parameter adjustments [5][9] Strategic Initiatives - Changan's "Beidou Tian Shu 2.0" plan aims to transform the company into a technology enterprise, with plans to launch 35 smart new vehicles over the next three years, discontinuing all non-intelligent models [8] - The "Shangri-La" plan in the new energy sector aims to establish a competitive advantage across the entire industry chain, with significant milestones in solid-state battery technology and integrated range extension systems [8][9] - The "Hai Na Bai Chuan" globalization strategy is transitioning from product output to industrial output, with plans to establish over 1,000 local sales and service points in Europe and a manufacturing base in Thailand [8][9] Financial Performance - Changan's sales have seen continuous growth for five consecutive years, with new energy vehicle sales increasing from 284,000 units in 2022 to 735,000 units in 2024, achieving a penetration rate increase of 15.3 percentage points [10] - The company reported a net profit of 7.32 billion yuan in 2024, with a stable cash flow of 4.849 billion yuan, and maintained a cash balance of 119.7 billion yuan [12] - R&D investment reached 15.158 billion yuan in 2024, with a consistent growth rate of over 10%, reflecting a strong commitment to innovation [11][12] Future Outlook - Changan is expected to continue its upward trajectory in 2025, with a clear growth logic centered on technology, user focus, and ecological advantages [14] - The company aims to solidify its leading position in the Chinese market while making significant strides on the global stage with advanced technologies like solid-state batteries and flying cars [14]