转自：北京日报客户端 新能源汽车是驱动市场增长的核心引擎，而出口则成为销量增长另一大亮点。12月11日，中国汽车工业 协会（以下简称"中汽协"）发布的数据显示，今年前11个月汽车出口量达634.3万辆，同比增长18.7%。 其中，今年11月汽车出口72.8万辆，环比增长9.3%，同比增长48.5%，单月出口量首次超过70万辆。 崔东树表示，由于海外销售利润较高，"不出海就出局"的趋势明显，企业出口强势增长超预期。下半年 以来中国汽车出口局面持续向好，自主新能源的海外市场认可度不断提升，海外营销网络快速扩张，部 分海外市场增长良好。 车企出海速度明显加快之外，出口方式也正从单一的整车出口转向"本地化生产+全球化服务"的方向。 目前，包括上汽、长安、广汽、比亚迪等头部中国车企，都已有或计划建设海外生产基地，并同步在全 球建立了多个研发中心。 中汽协副秘书长陈士华表示，展望全年，汽车内需市场在政策组合效应推动下有效改善，新动能加快释 放，对外贸易呈现出较好韧性，汽车产销量全年有望再创历史新高。其中，今年汽车出口有望冲击700 万辆。 作为中国外贸商品"新三样"之一的新能源汽车，在汽车出口中的占比也在提升。今年前11 ...

车企出海速度明显加快之外，出口方式也正从单一的整车出口转向"本地化生产+全球化服务"的方向。 目前，包括上汽、长安、广汽、比亚迪等头部中国车企，都已有或计划建设海外生产基地，并同步在全 球建立了多个研发中心。 早在去年，广汽埃安宣布，泰国智能工厂正式竣工，旗下首款全球战略车型——第二代AION V也进行 全球同步下线。据悉，该智能工厂一期年产能5万辆，未来年产能将逐步升至10万辆，可实现第二代 AION V、AION Y Plus、昊铂HT等多款广汽埃安车型共线生产。 新能源汽车是驱动市场增长的核心引擎，而出口则成为销量增长另一大亮点。12月11日，中国汽车工业 协会（以下简称"中汽协"）发布的数据显示，今年前11个月汽车出口量达634.3万辆，同比增长18.7%。 其中，今年11月汽车出口72.8万辆，环比增长9.3%，同比增长48.5%，单月出口量首次超过70万辆。 中汽协副秘书长陈士华表示，展望全年，汽车内需市场在政策组合效应推动下有效改善，新动能加快释 放，对外贸易呈现出较好韧性，汽车产销量全年有望再创历史新高。其中，今年汽车出口有望冲击700 万辆。 "插混和普混替代纯电动成为出口增长的新增长点，尤 ...

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].

Group 1 - GAC Aion has appointed Yang Long as the new Vice General Manager and Head of Aion Marketing, succeeding Xiao Yong [2] - Yang Long has extensive experience in market operations, having previously worked at GAC Honda and GAC Mitsubishi, where he led innovative marketing activities [2] - Xiao Yong was instrumental in establishing Aion's marketing system and implementing aggressive strategies that enhanced brand recognition and sales [2] Group 2 - GAC Aion's sales have faced significant declines, with August 2025 sales at 24,318 units, a year-on-year decrease of 23.46%, and cumulative sales for the first eight months down 17.31% [3][4] - The decline in sales is attributed to several factors, including a lack of blockbuster models and over-reliance on the B-end market, which has limited brand image and market penetration [4] - GAC Group is implementing measures such as organizational adjustments and the introduction of hybrid models to address these challenges, with a goal to increase C-end sales to 75% this year [4]

Core Viewpoint - GAC Aion has been recognized as a global unicorn for three consecutive years, ranking 50th in the latest Hurun Research Institute's "2025 Global Unicorn List," and remains the largest new energy vehicle unicorn globally, highlighting its strong position in the competitive new energy vehicle market [1] Advanced Technology Reserve - Advanced technology reserves are identified as the core driving force for sustainable development [2] Safety and Battery Technology - The upcoming GB 38031-2025 battery national standard represents a significant enhancement of safety benchmarks in the industry. GAC Aion's modular battery technology, launched in 2021, meets the new standard's core requirements five years in advance, achieving a record of zero self-ignition among 1.3 million users, showcasing the effectiveness of its self-research system in ensuring safety [3] Intelligent Driving - GAC Aion has addressed the long-standing "technology stratification" issue in the industry by introducing LiDAR technology into mainstream models priced below 150,000 yuan, thus accelerating the popularization of intelligent driving. This move is a result of scaled procurement and self-developed algorithms that lower marginal costs [4] Smart Mobility and Collaboration - GAC Aion is actively working towards the ultimate form of smart mobility, with plans to mass-produce L4 autonomous driving vehicles by the end of 2025 and initiate demonstration operations in major cities by 2026. The collaboration with Didi in the AIDI plan exemplifies its commitment to practical applications rather than mere conceptual showcases [5] Market Performance - GAC Aion's models, such as AION Y and AION RT, have gained significant traction in the market, with AION Y Plus maintaining a strong competitive position in the A-class pure electric SUV sales ranking [6] Charging Network Development - GAC Aion is proactively addressing the industry's charging network challenges by building its own fast-charging stations, with 13,659 stations established by June 2025, and a goal of achieving a density of 10 stations per square kilometer in key urban areas. This approach enhances user experience and redefines the responsibility of charging infrastructure in the industry [7][8] Globalization Strategy - GAC Aion's globalization strategy focuses on building a comprehensive value chain system rather than merely exporting products. The establishment of a smart factory in Indonesia allows for flexible production and local service integration, enhancing user satisfaction and establishing a unified quality standard [9][10] Market Impact - The effectiveness of GAC Aion's strategy is reflected in its market performance, with significant sales growth in Thailand and Indonesia, and a ranking of eighth in global new energy vehicle sales in 2024, solidifying its position as a leading player in the industry [11]

Group 1 - BYD's new model Sea Lion 06EV launched at a price range of 10.98-12.98 million yuan, featuring advanced intelligent driving assistance and a competitive price point for electric sedans [3][5][7] - Chery's new model Wind Cloud A8 introduced at a price range of 7.99-9.39 million yuan, aimed at lowering the purchase threshold with a new 1.5L engine variant [8][9][11] - Leap Motor's new C16 model pre-sale started with a price range of 16.98-18.98 million yuan, offering improved range and comfort features [12][17][19] Group 2 - New AION Y Plus launched with four models priced between 9.98-12.38 million yuan, featuring multiple range options and promotional offers [20][22][24] - The new Range Rover Velar launched with a price range of 568,000-788,000 yuan, featuring optimized configurations and maintaining competitive pricing against rivals [25][27] - Changan Automobile upgraded to a first-level central enterprise, with its automotive business becoming independent following a restructuring [28][30] Group 3 - The Chinese government is establishing mandatory national standards for intelligent driving assistance systems, aiming to enhance industry regulation and safety [34][36][38] - BYD and Xiaoju Charging announced a collaboration to build 10,000 megawatt-level fast charging stations, enhancing the charging infrastructure for electric vehicles [39][40][42] - Li Auto has achieved 2,400 supercharging stations, with plans to expand to 4,000 by the end of 2025, improving charging accessibility for users [41][44][47] Group 4 - Recent fuel price adjustments saw gasoline prices increase by 65 yuan per ton, reflecting ongoing fluctuations in the international oil market [48][50] - The automotive industry is experiencing a shift towards efficiency in charging solutions, with companies focusing on enhancing user experience and market competitiveness [39][51]

Group 1 - GAC Aion's May sales reached 26,777 units, with the AION Y Plus surpassing cumulative sales of 520,000 units [1] - GAC Trumpchi sold 23,564 units in May, with its MPV family achieving a month-on-month growth of 2.3% and a global cumulative sales exceeding 770,000 units [2] - GAC Toyota's May sales reached 64,541 units, reflecting a month-on-month growth of 7.5%, with high-value models like Camry and Highlander contributing significantly to sales [2] Group 2 - GAC Honda's terminal sales were 26,851 units in May, with the Accord and CR-V models performing well [2] - GAC is expanding its international presence by deepening its full industry chain layout in Brazil, Egypt, and Ethiopia, including local production and energy supply network development [3] - GAC has launched five models in the Brazilian market and continues to expand its charging network, with over 16,000 charging piles installed across more than 200 cities [5]

Core Insights - The International Energy Agency's report recognizes China's leading position in the electric vehicle (EV) market and highlights the significant role of Chinese EV exports in expanding into emerging markets, particularly in Thailand, where Chinese products hold a 75% market share [4][5][8] - Despite the high production capacity of over 500,000 EVs planned in Thailand, the annual registration of EVs is only around 70,000, indicating a potential oversupply issue for Chinese automakers in the Thai market [4][8][9] Industry Overview - Thailand is solidifying its status as a major EV manufacturing hub in Southeast Asia, with production capacity exceeding 500,000 units, largely due to the active investments of Chinese automakers [5][6] - The Thai government has implemented various incentives, including the EV 3.0 policy, which reduces import tariffs by up to 40% to encourage local production and aims for 30% of vehicle production to be electric by 2030 [5][6] Company Developments - Several Chinese automakers, including BYD, Neta, GAC Aion, Changan, and Great Wall, have established manufacturing facilities in Thailand, with planned capacities exceeding 600,000 units [5][6][7] - BYD's factory in Thailand is set to produce 150,000 units, primarily the Dolphin model, while GAC Aion's facility will start with a capacity of 50,000 units, expanding to 100,000 [6][7] - Changan's factory has an initial capacity of 100,000 units, with plans to increase to 200,000, and it will also produce various models including hybrids and fuel vehicles [6][7] Market Challenges - The Thai automotive market is experiencing a decline, with a projected 2024 vehicle sales drop of 26.09% to 572,700 units, and a 20% decrease in production, marking a four-year low [8][9] - The electric vehicle registration in Thailand is expected to decline by 8.1% in 2024, marking the first drop since 2020, despite the strong performance of Chinese brands like BYD [8][9] Future Outlook - Industry experts warn of a potential oversupply crisis in the Thai EV market, with production capacity expected to exceed market demand by over 60% [9][10] - However, there is optimism regarding the long-term potential of the Thai and Southeast Asian markets, with predictions of a 1.5% to 2.5% growth in automotive production and sales in 2024 [9][11] - Chinese automakers are encouraged to deepen localization efforts beyond just establishing factories, focusing on long-term strategies that include product planning and supply chain development [11][12]

Core Viewpoint - The article provides an overview of new vehicle models set to launch in June 2025, detailing specifications, pricing, and market segments for each model [2]. Group 1: SAIC General - Cadillac CT5 - Manufacturer: SAIC General [6] - Model: Cadillac CT5, launching on June 3, 2025 [6] - Market Segment: B NB [6] - MSRP: 28.99 million CNY [6] - Engine/Transmission: 2.0T / TIP10 [6] - Dimensions: Length 4,930 mm, Width 1,883 mm, Height 1,453 mm, Wheelbase 2,947 mm [6] - Power/Torque: 174 kW / 350 N·m [6] Group 2: GAC Aion - AION Y Plus - Manufacturer: GAC Aion [14] - Model: AION Y Plus, launching on June 3, 2025 [14] - Market Segment: B NB [14] - MSRP Range: 9.98 to 12.38 million CNY [14] - Engine/Transmission: Pure electric / EVT [14] - Dimensions: Length 4,535 mm, Width 1,870 mm, Height 1,650 mm, Wheelbase 2,750 mm [14] - Power/Torque: 100 kW / 176 N·m (motor), 150 kW / 225 N·m (electric motor) [14] - Battery Capacity: 49.75 to 68.2 kWh [14] - Electric Range: 430 to 610 km (CLTC) [14] Group 3: Chery Automobile - Chery Fengyun A8 - Manufacturer: Chery Automobile [22] - Model: Chery Fengyun A8, launching on June 6, 2025 [22] - Market Segment: A NB [22] - MSRP Range: 7.99 to 9.39 million CNY [22] - Engine/Transmission: 1.5L (plug-in hybrid) / 1DHT [22] - Dimensions: Length 4,780 mm, Width 1,843 mm, Height 1,487 mm, Wheelbase 2,790 mm [22] - Power/Torque: Engine: 75 kW / 125 N·m, Electric Motor: 150 kW / 310 N·m [22] - Battery Capacity: 9.525 kWh [22] - Electric Range: 70 km (CLTC) [22]

Group 1: Market Overview - In April, the new energy vehicle market saw significant growth, with BYD leading sales at over 380,000 units, followed by Leap Motor and Xiaopeng with remarkable increases in sales [1][4][18] - The overall sales of passenger cars reached 372,615 units, reflecting a year-on-year growth of 19.4% [6] Group 2: BYD Performance - BYD's new energy vehicle sales reached 380,089 units in April, marking a year-on-year increase of 21.3% [3][4] - The sales of BYD's main models, including the Dynasty and Ocean series, totaled 347,053 units, up 16.5% year-on-year [4] Group 3: Other Key Players - SAIC-GM-Wuling's new energy vehicle sales surged by 83.2% to 69,678 units, contributing to a total global sales of 126,455 units, which is a 22% increase [9][10] - Leap Motor achieved a monthly sales record of 41,039 units, a year-on-year increase of 173% [13] - Xiaopeng Motors delivered 35,045 vehicles in April, representing a staggering year-on-year growth of 273% [17][18] - Li Auto's sales reached 33,939 units, with a year-on-year increase of 31.6% [21][24] - Great Wall Motors sold 28,813 new energy vehicles, reflecting a year-on-year growth of 28.42% [27][28] - GAC Aion's sales reached 28,301 units, maintaining positive growth in the new energy vehicle market [33] - Xiaomi delivered over 28,000 vehicles in April, expanding its retail presence significantly [37] - NIO's deliveries totaled 23,900 units, with a year-on-year increase of 53% [40] - Deep Blue's sales reached 20,138 units, marking a year-on-year growth of 58% [45] - Zeekr sold 13,727 units, with a year-on-year increase of 18.7% [47] - Avita's sales reached 11,681 units, a significant year-on-year increase of 122.6% [50] - Lantu sold 10,019 units, reflecting a year-on-year growth of 150% [53] - IM Motors delivered 4,366 units, showing a year-on-year increase of 55% [56]