迈入2026年，随着新能源汽车渗透率突破50%关口，车市的存量博弈愈发明显。车企如何修炼内功是突 围的关键。 昊铂埃安BU的改革，始于一场彻底的组织架构重塑。不同于传统事业部"权责分散、决策链条长"的弊 端，BU作为拥有高度自主经营权的运营实体，被赋予了"全价值链决策权限"。根据市场判断，直接调 配研发、生产、销售、服务等资源，实现"让听见炮火的人指挥战斗"。这种权责对等的机制，大幅缩短 了决策周期，为快速响应市场需求奠定了基础。 近期，昊铂埃安BU首届经销商大会成功召开，以用户为中心、以技术为驱动、以共赢为目标的宏伟蓝 图全面铺开。张雄、杨龙、冯煜形成核心的"三位一体"管理团队，打通了"研发-营销-产品"的闭环，串 起全团队协同作战全链条。 作为广汽集团"番禺行动"战略的核心落子——昊铂埃安BU，正构建起一场以三大核心高层领衔的团队 攻坚战，围绕"以用户为中心"，持续推进产品矩阵、品牌渠道、服务体验的全维度升级。从市场的反映 看来，昊铂埃安BU改革的这步棋已经初显成效。 2026年1月，昊铂埃安BU交出了组建后首个完整运营月的成绩单：终端销量23591辆，同比增长63.9%。 当月，乘联会预计狭义乘用车零售 ...

迈入 2026 年，随着新能源汽车渗透率突破 50% 关口，车市的存量博弈愈发明显。车企如何修炼 内功是突围的关键。 作为广汽集团 " 番禺行动 " 战略的核心落子 —— 昊铂埃安 BU ，正构建起一场以三大核心高层领 衔的团队攻坚战，围绕"以用户为中心"，持续推进产品矩阵、品牌渠道、服务体验的全维度升级。 从市场的反映看来，昊铂埃安 BU 改革的这步棋已经初显成效。 2026 年 1 月，昊铂埃安 BU 交出了组建后首个完整运营月的成绩单：终端销量 23591 辆，同比 增长 63.9% 。当月，乘联会预计狭义乘用车零售市场规模约为 180 万辆，环比下降 20.4% ，同 比微增 0.3% 。这也意味着，昊铂埃安 BU 在汽车行业的销售淡季中实现了逆势突围。 同时，埃安聚焦打造 " 国民好车 " 战略成效显现，面向个人及家庭用户推出的 AION UT 、 RT 及 V 系列均实现年销 5 万辆，全新车型 AION i60" 上市即爆款 " ，首月销量超万辆，印证了埃安品 牌在私人消费市场的强大吸引力。后续随着全新车型埃安 N60 ，昊铂 A800 和 S600 的上市，昊 铂埃安将进一步丰富其产品矩阵。此 ...

Core Viewpoint - The Japanese automotive market, historically dominated by local brands, is witnessing a significant shift as foreign electric vehicle (EV) manufacturers are beginning to penetrate this previously closed market, driven by the slow electrification of domestic brands and changing consumer preferences [4][5][6]. Group 1: Market Overview - Japan's automotive market has long been considered one of the most challenging for foreign brands, with local manufacturers holding over 90% market share [4]. - In 2025, Japan's total new car sales are projected to reach 4.5658 million units, with a 3.3% year-on-year increase, while foreign brands are starting to gain traction [5]. - The electric vehicle market in Japan is still in its infancy, with only 60,677 EVs sold in 2025, representing a mere 1.6% of total vehicle sales [5]. Group 2: Foreign Brands' Entry - The Japanese Imported Automobile Association reported a 7% increase in non-local brand vehicle sales in 2025, totaling 243,129 units, with pure electric imports surging by 26% to a record 30,513 units [6]. - Hyundai is making a comeback in Japan, with a 89% increase in sales in 2025, reaching 1,169 units, driven by the introduction of several electric models [8][10]. - Tesla's sales in Japan saw a remarkable 90% increase in 2025, reaching approximately 10,600 units, attributed to a shift in sales strategy towards physical stores [12][14]. Group 3: Chinese Brands' Expansion - BYD entered the Japanese market in 2023 and aims to establish 100 dedicated stores by 2025, achieving a 62% sales increase to 3,870 units in 2025 [15][18]. - Other Chinese brands, such as Zeekr and GAC, are also planning to enter the Japanese market, with unique offerings tailored to local consumer preferences [19][21]. Group 4: Domestic Brands' Response - Japanese automakers are not standing still; Toyota's new EV model bZ4X received over 10,000 orders within three months of its launch in late 2025, becoming the top-selling EV in Japan [24][27]. - Nissan and Honda are also launching new EV models to compete with foreign brands, with Nissan's new LEAF and Honda's N-ONE e: entering the market [27][28].

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - In 2025, Chinese companies' overseas expansion did not experience a singular turning point but rather accelerated along multiple changing trajectories, significantly impacting their overseas operations [6] - The focus of overseas market layout has shifted, with compliance and organizational setup becoming prerequisites, and localization evolving from a strategic option to a fundamental requirement [6] - The importance of 2025 lies not only in what occurred but in the changes that have begun to emerge, reshaping the decision-making logic of overseas enterprises and influencing their long-term choices [6] Summary by Sections Overall Changes in 2025 - The industry coverage for Chinese companies going abroad has expanded, encompassing retail e-commerce, tea drinks, entertainment, AI, automotive, and hardware, with Southeast Asia, the Middle East, Latin America, and Africa becoming significant growth sources [14] - The technological investment has increased, and compliance challenges have intensified, with a notable shift in export structure, as evidenced by a trade surplus exceeding $1 trillion for the first time in 2025 [19][21] Country-Specific Roles in Overseas Expansion - The Global South has emerged as a crucial growth source for Chinese companies, transitioning from a supplementary market to a core strategic depth [28] - The Gulf region is becoming a key node in the global AI capability competition, with significant investments in digital infrastructure and AI technologies [31] - Competition in the European and American markets has shifted towards regulatory and compliance aspects, with stringent measures impacting market access for Chinese firms [34] Industry-Specific Changes in Overseas Expansion - The automotive industry's focus has shifted from export expansion to deep localization, with significant investments in overseas manufacturing facilities [43][48] - The global AI landscape is being restructured, with Chinese AI capabilities transitioning from a follower to a leader in the market [49] - The competitive focus in cross-border e-commerce has shifted towards fulfillment and infrastructure capabilities, reflecting the need for robust operational frameworks [6] Strategic Responses of Companies and Service Systems - Chinese brands are entering a critical window for global reputation and brand premium, with the first generation of overseas experience beginning to systematically fail [4][10] - The overseas service system is evolving from a reactive response to customer needs to a proactive global service model, indicating a shift towards comprehensive service offerings [10]

2026 年 1 月公布的2025年中国香港市场私家车新车品牌首次登记量增长率榜单公布，广汽埃安 以714.9%的同比增长率登顶增幅榜首。 | 序号 | 品牌 | | 销量(辆) | 增长率 | | --- | --- | --- | --- | --- | | 1 | AION | 埃安 | 1,809 | 714.9% | | 2 | | 东风奕派 | 602 | 374.0% | | 3 | F | 极氪 | 2,970 | 326.1% | | 4 | | 小鹏 | 1,995 | 308.8% | | 5 | | 比亚迪 | 9,751 | 67.6% | | 6 | | MINI | 859 | 55.6% | | 7 | | 腾势 | 797 | 38.9% | | 8 | | 保时捷 | 593 | 36.6% | 2 0 2 5年中国香港市场私家车新车品牌首次登记量增长率排名 图源：官方 广 汽 埃 安 香 港 销 量 爆 发 的 背 后 ， 是 " 香 港 ACITON" 战 略 深 化 落 地 的 结 果 。 20 2 5 年 3 月，"On e GAC"战略升级为"One GAC 2. ...

2026 年 1 月公布的2025年中国香港市场私家车新车品牌首次登记量增长率榜单公布，广汽埃安以714.9%的同比增长率登顶增幅榜首。 2024年，广汽埃安首家中国香港展厅在九龙湾开业，举办香港品牌暨AION Y Plus产品发布会。到2025年8月，广汽埃安在香港已开设1家位于 北角汇三期的品牌中心、坐落在九龙湾、湾仔、沙田、红磡等区域的7家品牌展厅，以及2家维修中心，并给香港带来AION Y Plus、AION Y Plus智尊版、AION V、AION ES以及AION UT共5款广汽埃安车型。 | 序号 | 品牌 | | 销量(辆) | 增长率 | | --- | --- | --- | --- | --- | | 1 | | 埃安 | 1,809 | 714.9% | | 2 | | 东风奕派 | 602 | 374.0% | | 3 | T | 极氪 | 2,970 | 326.1% | | 4 | | 小鹏 | 1,995 | 308.8% | | 5 | | 比亚迪 | 9,751 | 67.6% | | 6 | | MINI | 859 | 55.6% | | 7 | | 腾势 | 797 ...

Group 1: Event Overview - The "Shared Plan" Changzhutan Good Goods Fair will be held from January 16 to 18 at the Changsha Hongxing International Convention and Exhibition Center, featuring a new automotive exhibition area [1] - Major brands such as BYD, GAC Aion, and SAIC Volkswagen will showcase multiple popular models and offer exclusive car purchase benefits [1] Group 2: BYD Highlights - BYD's Ocean Network series targets different family travel needs, with the Sea Lion series offering spacious interiors and a trunk suitable for carrying large amounts of goods, along with a smart driving assistance system [2] - The Sea Lion 07EV model will have a maximum discount of 46,000 yuan during the event [2] - The Sea Eagle series provides a cost-effective electric option with a starting price below 70,000 yuan and a maximum discount of 16,200 yuan [2] Group 3: GAC Aion Highlights - GAC Aion will present the Aion and Haobo series, with the Aion series focusing on practicality and economy, exemplified by the AION UT model starting at 73,800 yuan [3] - The Haobo series emphasizes technology and performance, with the Haobo GT model achieving a 0-100 km/h acceleration in just 4.9 seconds [3] - Consumers can enjoy a combined discount of up to 65,000 yuan through national and manufacturer subsidies when purchasing GAC Aion vehicles [3] Group 4: SAIC Volkswagen Highlights - SAIC Volkswagen will offer a complimentary decoration and maintenance package valued at 3,980 yuan with any vehicle purchase during the event [4] - Different discount schemes are available for various vehicle series, with a "1,000 yuan discount for 2,500 yuan" offer for economical models and a "1,000 yuan discount for 3,000 yuan" offer for mid-to-high-end models [4] - The event aims to provide a diverse range of vehicles catering to different consumer needs, enhancing the festive travel experience [4]

Group 1 - GAC Aion will gift cars to the champion team of the 2025 Hunan Football League, Yongzhou team, with a total vehicle value of approximately 2 million yuan [2] - The decision to gift cars follows the Yongzhou team's victory on December 27, 2025, after a local company failed to fulfill a similar promise [2] - GAC Aion's Vice President Yang Long expressed support for the Yongzhou team on social media, indicating a commitment to continue the partnership and celebrate future achievements [2] Group 2 - GAC Aion has a manufacturing facility in Changsha, Hunan, with an annual production capacity of 200,000 vehicles, currently producing models AION S, AION UT, and AION UT super [2]

Core Viewpoint - The event surrounding the car giveaway to the championship-winning Yongzhou team has taken a turn, with GAC Aion planning to provide vehicles valued at approximately 2 million yuan to the team [1] Group 1: Company Actions - GAC Aion executives have personally visited Yongzhou City to discuss the details of the car giveaway [1] - The total value of the vehicles to be given is estimated at around 2 million yuan [1] - GAC Aion has a manufacturing facility in Changsha, Hunan, with an annual production capacity of 200,000 units [1] Group 2: Industry Context - The Yongzhou team won the 2025 Hunan Provincial Football League championship on December 27, 2025 [1] - A local company had previously promised to reward each player with a car if the team won, but failed to fulfill this promise [1] - Several companies from Yongzhou have expressed willingness to honor the car giveaway commitment to the team [1] Group 3: Social Media Engagement - GAC Aion's Vice President and Chief User Officer, Yang Long, shared media reports about the car giveaway and expressed enthusiasm for continuing the "Yongzhou story" [1] - Yang Long also engaged with Yongzhou's cultural tourism sector on social media, indicating a collaborative future [1]

Core Viewpoint - GAC Group plans to enter the Japanese electric vehicle (EV) market in the summer of 2026, aiming for 2,000 orders by 2027, amid declining domestic sales and increasing competition in the EV sector [2][4]. Group 1: Market Entry Strategy - GAC will sell its AION brand EVs in Japan through M Mobility Japan, targeting corporate clients initially with two models: AION UT and AION V [4]. - The AION UT will have a starting price of 3.3 million yen (approximately 149,800 yuan), while the AION V will start at 5 million yen (approximately 227,000 yuan) [4]. - GAC's total sales from January to September 2025 fell by 11% year-on-year to 1.18 million units, with AION brand sales down 20% to 180,000 units [4]. Group 2: Competitive Landscape - Other Chinese automakers, including BYD and Geely, have also entered the Japanese market, with BYD achieving 3,508 units sold in Japan from January to November 2023, a 64% increase year-on-year [6][7]. - The overall EV sales in Japan from January to November 2023 were 55,380 units, with EVs accounting for only about 1.5% of new car sales, indicating significant growth potential [7][9]. - Japanese automakers are responding with new EV models, intensifying competition in the market [9].