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市場調查報告書
商品編碼
2064028
汽車製造商乘用車車型規劃研究報告（2026 年）OEMs' Passenger Car Model Planning Research Report, 2026 |
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汽車車型規劃調查：中國車企紛紛推出子品牌，而跨國車企則放緩了電氣化戰略步伐
ResearchInChina 發布了「2026 年中國汽車製造商乘用車車型規劃調查報告」，概述了未來五年中國自主品牌、新興品牌和合資品牌的車輛規劃和特點。
一、汽車製造商新車上市計畫（2026-2030 年）
2026年，中國汽車市場的主要汽車製造商計劃推出超過200款新車型（包括全新車型和小改款車型）。其中約90%將是新能源汽車或配備新能源動力傳動系統系統的車型。
二、主要OEM廠商產品線的更新
2025年至2026年間，多家汽車製造商推出新的子品牌以豐富產品系列。例如，比亞迪推出了面向商務市場的全新子品牌「凌暉」。透過細分商務和消費市場，比亞迪旨在擺脫「比亞迪（王朝/海洋）=叫車」的固有標籤，並消除其旗艦品牌升級的障礙。長城汽車在其超豪華車事業部下推出了超豪華子品牌「自信啟車」。該品牌專注於超級跑車和D+級轎車等高階車型，旨在打造「代表汽車產業巔峰的產品」。小米汽車則採用了雙線產品策略，主品牌專注於純電動車（BEV），子品牌專注於增程器電動車（REEV）。 2026 年下半年，他們計劃推出「SKYNOMAD」品牌，目標市場為增程器SUV，與理想汽車 L 系列等熱門增程器型車款競爭。
在和諧智慧出行聯盟（HIMA）的架構下，「五大品牌」（即上汽（上捷）、STELATO、AITO、LUXEED 和 Maextro）將採用由華為終端BG主導的「華為智慧終端選擇」模式。華為終端BG將主導產品定義、造型設計、整車研發以及行銷和銷售，而各整車廠商（OEM）則負責整車生產製造、供應鏈管理和售後服務。
「千坤生態」的「三大品牌」（即AISTALAND、EPICLAND和華晶）採用HI Plus模式。在該模式下，各OEM廠商保留品牌所有權、產品定義權和銷售管道主導，而華為則透過全端技術和研發、行銷方面的協同支持，為各OEM廠商賦能。
2026年4月，AFARI與北汽集團合作推出「Pallade」品牌。品牌包含三大產品系列，共推出五款全新車型。在聯合賦能方面，AFARI與北汽的合作模式類似華為的HI模式。基於開放的合作關係，AFARI提供L4級自動駕駛技術、全端AI駕駛座和超級智慧體技術，而北汽則負責整車研發、生產和供應鏈整合。
據報道，AFARI和北汽計劃未來成立合資公司。 AFARI希望藉助此次合作，逐步擺脫吉利的束縛，轉型成為獨立的第三方智慧解決方案供應商，拓展與全產業OEM廠商的合作，並為與華為競爭鋪路。同時，北汽計畫以此合作為跳板，提升自身在智慧技術領域的自主研發能力，建構多元化的技術供應體系，降低對華為等外部科技公司的單一依賴。
3. 許多跨國汽車製造商正在放慢其純電動車策略的步伐，並調整其產品計畫。
受電動車市場成長速度低於預期、純電動車業務虧損、關鍵動力電池技術實用化受阻、全球充電基礎設施落後、歐美新能源汽車補貼減少以及內燃機汽車銷售禁令放寬等因素制約，奧迪、賓士和混合動力汽車（插電式混合動力/增程器）和電池式電動車。全球汽車電氣化正進入一個務實理性的調整階段。
案例研究1：根據本田2025年的財務報告，該公司上市近70年來首次累計年度虧損，淨虧損達4,239億日圓。虧損的主要原因是其電氣化策略調整的影響。 2026年5月14日，本田總裁三平敏弘在一次業務策略說明會上正式宣布，公司已放棄此前「到2040年完全停止銷售內燃機汽車」的目標，併計劃在2030年3月前推出超過15款搭載新型混合動力系統的車型。
案例研究 2：2025 年，梅賽德斯-奔馳宣布將調整其目標，從「到 2030 年實現全面電氣化」改為「到 2030 年，新能源汽車（包括混合動力汽車）佔其車隊的 50%」。根據其最新的產品計劃，梅賽德斯-奔馳計劃在 2025 年至 2027 年間推出 40 多款車型（包括 7 款中國專屬車型），涵蓋汽油車和電池式電動車。
案例 3：2025 年 6 月，奧迪推翻了最初計劃在 2033 年停止研發和銷售內燃機汽車的方案，並宣布不會設定明確的結束時間表。
在放緩純電動車戰略步伐的同時，許多跨國汽車製造商正積極選擇與當地企業合作，以促進供應鏈本地化，尤其是在智慧和電氣化領域。
在自動駕駛領域，邁騰已成為許多跨國汽車製造商在中國的重要合作夥伴。例如，豐田的「與中國攜手，為中國」指導指南明確指出，與邁騰共同開發的自動駕駛系統以「零傷亡」為最終目標。本田與邁騰建立了深度戰略夥伴關係關係，共同開發基於端到端平台模式的量產自動駕駛解決方案。 BMW與邁騰簽署協議，共同開發基於飛輪平台模式的中國專屬自動駕駛解決方案，該方案將應用於多款在中國生產的「新願景」（Vision Neue Klasse）車型。
在智慧駕駛座領域，例如豐田正在大力推廣鴻蒙空間（HarmonySpace）。計劃於2026年發售的GACToyotab Z7將搭載完整版的鴻蒙空間5.0。東風日產也與華為簽署了戰略合作協議，並計劃於2025年11月推出首款搭載鴻蒙空間的汽油動力車型——天籟鴻蒙太空版。除了基於鴻蒙作業系統NEXT開發的數位鑰匙、HiCar智慧連結和My BMW App之外，BMW還與阿里巴巴同藝合作開發了客製化的人工智慧引擎。
例如，在電氣化領域，大眾汽車集團（中國）與寧德時代於2025年2月簽署策略合作備忘錄，全面深化在新能源汽車鋰離子電池研發、新材料應用及零件開發等領域的合作。此外，大眾汽車與小鵬汽車於2025年8月擴大合作，將雙方共同開發的EEA技術應用於汽油和插混合動力汽車型平台。
目錄
第1章：汽車製造商車輛型號規劃概述
- 主要汽車製造商的乘用車銷售數據
- 近期傳統OEM產品的銷售量
- 近年來新興OEM廠商的銷售量
- 概述各汽車製造商在 2026 年至 2030 年間將推出的新車型。
- 傳統汽車製造商推出的新車型數量和定位
- 新興製造商/合資企業推出的新車型數量和定位
- 新型汽車模型的能源類型
- 新車型的定位
- 傳統汽車製造商乘用車車型規劃摘要（2024-2028）
- 上汽集團新車型規劃（2026）
- 上汽集團新車型陣容
- 一汽集團2026年新車型計劃
- 一汽集團新車型陣容
- 比亞迪2026-2027年新車型規劃
- 比亞迪新車型陣容
- 吉利集團2026-2028年新車型規劃
- 吉利集團的新車型陣容（1）
- 吉利集團新車型陣容（2）
- 東風汽車公司2026-2027年新車型規劃
- 東風汽車公司的新車型陣容
- 長安集團新車型規劃及新車型陣容（2026年）
- 廣汽集團2026年新車型計劃
- 廣汽集團新車型陣容
- 北汽集團新車型規劃及新車型陣容（2026年）
- 長城汽車集團2026年新車型規劃
- 長城汽車集團的新車型陣容
- 奇瑞集團2026-2027年新車型規劃
- 奇瑞集團新車型陣容
- 新興汽車製造商乘用車車型規劃概要（2024-2027）
- 蔚來汽車2026年新車型規劃及陣容
- 小鵬汽車新車型計畫及新車型陣容（2026）
- 理想汽車2026年新車型規劃及陣容
- Leapmotor 的新車型計劃和陣容（2026 年）
- 小米新車型計畫及陣容（2026）
- 和諧智慧出行聯盟（HIMA）新車型計畫及新車型陣容（2026）
- 合資OEM乘用車車型規劃概要（2024-2028）
- 大眾汽車集團2026-2028年新車型計劃
- 大眾汽車集團新車計畫及陣容（2026-2027）
- 梅賽德斯-奔馳集團2026-2027年新車型計劃
- 梅賽德斯-奔馳集團的新車型陣容
- 豐田新車型計畫及陣容（2026-2027）
- 本田新車型計畫及陣容（2026）
第2章：傳統汽車製造商的車型規劃
- SAIC
- FAW Group
- BYD
- Geely
- Dongfeng Motor
- Changan
- GAC
- BAIC
- Chery
第3章：新興汽車製造商的車型規劃
- NIO
- Xpeng
- Li Auto
- Leapmotor
- Xiaomi Auto
- Harmony Intelligent Mobility Alliance (HIMA)
第4章：合資OEM車輛車型規劃
- Volkswagen
- Mercedes-Benz
- Toyota
- Honda
Vehicle Model Planning Research: Chinese OEMs Launch Sub-Brands Intensively, While Multinational OEMs Apply the Brakes to Electrification Strategies
ResearchInChina released the OEMs' Passenger Car Model Planning Research Report, 2026, outlining the vehicle model plans and features of Chinese independent brands, emerging brands, and joint venture brands over the next five years.
I. New Vehicle Launch Plans of OEMs, 2026-2030
In 2026, major OEMs in the Chinese automotive market will launch no fewer than 200 new models (including brand new and facelift vehicle models). Around 90% of them are new energy vehicles or offered with new energy powertrain options.
II. Product Portfolio Updates of Major OEMs
During 2025-2026, several OEMs launched new automotive sub-brands to enrich their product portfolios. For example, BYD launched a new sub-brand, "Linghui," targeting the business market. By segmenting the business and consumer markets, BYD aims to remove the label of "BYD (Dynasty/Ocean) = vehicles for online ride-hailing services", clearing obstacles for the upward brand upgrading of its main brands. Great Wall Motor launched "Zixin Qiche (Confidence Auto)", an ultra-luxury sub-brand under the Ultra-Luxury Vehicle Business Group. Focusing on high-end categories such as supercars and D+ class sedans, it aims to create "the ceiling product of the automotive industry." Xiaomi Auto will adopt a dual-product-line strategy of "BEV-oriented main brand + REEV-oriented sub-brand", launching the "SKYNOMAD" brand in the second half of 2026, targeting the range-extended SUV market and competing with popular range-extended vehicle models such as Li Auto's L series.
Under the Harmony Intelligent Mobility Alliance (HIMA), "five brands" (i.e. SAIC (Shangjie), STELATO, AITO, LUXEED, Maextro) adopt the mode of Huawei Smart Selection, led by Huawei Device BG, which controls product definition, styling design, vehicle research and development, and marketing/sales leadership, while OEMs are responsible for vehicle production and manufacturing, supply chain management, and after-sales service.
"Three brands" (i.e. AISTALAND, EPICLAND, Huajing) of Qiankun Ecosystem adopt the HI Plus mode. Under this mode, OEMs retain brand ownership, product definition rights, and sales channel dominance, while Huawei provides full-stack technology empowerment and full-process R&D and marketing collaborative support.
In April 2026, AFARI joined forces with BAIC Group to create the brand Pallade. The brand has three major product series, with a total of five new car products. In joint empowerment, the cooperation mode between AFARI and BAIC is similar to Huawei's HI mode. Based on the open cooperation, AFARI offers L4 autonomous driving technology, full-stack AI cockpit, and super agent technology; BAIC is responsible for vehicle R&D/production and supply chain integration.
It is reported that AFARI and BAIC plan to found a joint venture in the future. Taking advantage of this cooperation opportunity, AFARI will gradually strip away the constraints of Geely, transform into an independent third-party intelligent solution provider, expand cooperation with OEMs across the industry, and forge a competitive route with Huawei. BAIC will rely on this cooperation to strengthen its intelligent independent R&D capabilities, build a diversified technology supply system, and reduce its sole dependence on external technology companies such as Huawei.
3. Many multinational OEMs have slowed down the pace of BEV strategies and adjusted product planning.
Limited by factors such as the slower-than-expected growth of the electric vehicle market, losses in the BEV business, bottlenecks in the implementation of key power battery technologies, lagging global charging infrastructure, the decline of new energy subsidies in Europe and the United States, and the loosening of combustion ban policies, overseas multinational OEMs such as Audi, Mercedes-Benz and Honda have begun to slow down the pace of BEV strategies, announcing that they will cancel/postpone the "comprehensive electrification/fuel vehicle phase-out" schedule and shift to a multi-line parallel development strategy consisting of fuel, hybrid (plug-in hybrid/extended range), and battery-electric vehicles. Global vehicle electrification has entered a stage of pragmatic and rational adjustment.
Case 1: Honda's 2025 financial report shows that Honda suffered its first annual loss in nearly 70 years since its listing, with a net loss of JPY423.9 billion. The core reason for the loss is the impact of the adjustment of the electrification strategy. On May 14, 2026, Honda President Toshihiro Sanbe officially announced at a business strategy briefing that the company would abandon the established goal of "completely discontinuing the sale of vehicle models with internal combustion engines in 2040" and plan to launch no less than 15 vehicle models equipped with new hybrid systems before March 2030.
Case 2: Mercedes-Benz announced in 2025 that it would adjust its electrification goal from "comprehensive electrification in 2030", to "new energy vehicle models (including hybrids) accounting for up to 50% in 2030". According to its latest product plan, Mercedes-Benz will launch more than 40 products from 2025 to 2027 (7 of which will be China-exclusive vehicle models), including both fuel and battery-electric vehicle models.
Case 3: In June 2025, Audi announced that it would withdraw its original plan of stopping developing and selling vehicles with internal combustion engines in 2033, and no longer set a clear timetable for termination.
While slowing down the pace of BEV strategies, many multinational OEMs are also intensively choosing to cooperate with local Chinese companies to promote the localization of the supply chain, especially in the fields of intelligence and electrification.
In the field of intelligent driving: Momenta has become an important partner of many multinational OEMs in China. For example, Toyota's "with China, for China" action guide mentions that the intelligent driving system developed with Momenta takes "zero casualties in traffic accidents" as its ultimate goal. Honda and Momenta have formed an in-depth strategic partnership to jointly develop mass-production intelligent driving solutions based on end-to-end foundation models. BMW and Momenta have inked an agreement to jointly create a China-exclusive intelligent driving solution based on flywheel foundation models, which will be installed on multiple vehicle models of Vision Neue Klasse made in China.
In the field of intelligent cockpits: For example, Toyota promotes the introduction of HarmonySpace into cars. The GAC Toyota bZ7, launched in 2026, is already equipped with a full version of HarmonySpace 5.0. Dongfeng Nissan has also signed a strategic cooperation agreement with Huawei to launch the first fuel vehicle fitted with HarmonySpace - Teana HarmonySpace in November 2025. In addition to the digital key, HiCar Smart Connection, and My BMW App developed based on HarmonyOS NEXT, BMW has cooperated with Alibaba Tongyi to develop a customized AI engine.
In the field of electrification: For example, Volkswagen Group China and CATL signed a strategic cooperation memorandum in February 2025 to comprehensively deepen their cooperation in the fields of new energy vehicle lithium-ion battery research and development, new materials application and parts development. Volkswagen and XPeng expanded their cooperation in August 2025 to make their co-developed EEA spread to fuel and plug-in hybrid vehicle model platforms.
Table of Contents
1 Summary of Vehicle Model Planning of OEMs
- 1.1 Passenger Car Sales Volume of Major OEMs
- Sales Volume of Traditional OEMs in Recent Years
- Sales Volume of Emerging OEMs in Recent Years
- 1.2 Overview of New Vehicle Models Released by OEMs, 2026-2030
- Number and Positioning of New Vehicle Models Released by Traditional OEMs
- Number and Positioning of New Vehicle Models Released by Emerging/Joint Venture OEMs
- Energy Types of New Vehicle Models
- Positioning of New Vehicle Models
- 1.3 Summary of Passenger Car Model Planning of Traditional OEMs, 2024~2028
- SAIC Group's New Vehicle Model Planning, 2026
- SAIC Group's New Vehicle Model Lineup
- FAW Group's New Vehicle Model Planning, 2026
- FAW Group's New Vehicle Model Lineup
- BYD's New Vehicle Model Planning, 2026-2027
- BYD's New Vehicle Model Lineup
- Geely Group's New Vehicle Model Planning, 2026-2028
- Geely Group's New Vehicle Model Lineup (1)
- Geely Group's New Vehicle Model Lineup (2)
- Dongfeng Motor Corporation's New Vehicle Model Planning, 2026-2027
- Dongfeng Motor Corporation's New Vehicle Model Lineup
- Changan Group's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- GAC Group's New Vehicle Model Planning, 2026
- GAC Group's New Vehicle Model Lineup
- BAIC Group's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- Great Wall Motor Group's New Vehicle Model Planning, 2026
- Great Wall Motor Group's New Vehicle Model Lineup
- Chery Group's New Vehicle Model Planning, 2026-2027
- Chery Group's New Vehicle Model Lineup
- 1.4 Summary of Passenger Car Model Planning of Emerging OEMs, 2024~2027
- NIO's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- XPeng's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- Li Auto's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- Leapmotor's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- Xiaomi's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- Harmony Intelligent Mobility Alliance (HIMA)'s New Vehicle Model Planning & New Vehicle Model Lineup, 2026
- 1.5 Summary of Passenger Car Model Planning of Joint Venture OEMs, 2024~2028
- Volkswagen Group's New Vehicle Model Planning, 2026-2028
- Volkswagen Group's New Vehicle Model Planning & New Vehicle Model Lineup, 2026-2027
- Mercedes-Benz Group's New Vehicle Model Planning, 2026-2027
- Mercedes-Benz Group's New Vehicle Model Lineup
- Toyota's New Vehicle Model Planning & New Vehicle Model Lineup, 2026-2027
- Honda's New Vehicle Model Planning & New Vehicle Model Lineup, 2026
2 Vehicle Model Planning of Traditional OEMs
- 2.1 SAIC
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- Roewe's Strategy/Product Planning
- MG's Strategy/Product Planning
- IM's Strategy/Product Planning
- Vehicle Model Planning by Brand, 2025-2026
- 2.2 FAW Group
- Brand Layout
- Sales Volume, 2025
- Strategic Planning
- Hongqi's New Global Strategy
- Hongqi's Product Planning
- Hongqi's Strategic Cooperation
- Bestune's Product Planning
- Vehicle Model Planning by Brand, 2025-2026
- 2.3 BYD
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- Strategic Planning (1)
- Strategic Planning (2)
- Brand Strategy/Product Planning
- Denza's Brand Strategy/Product Planning
- Fangchengbao's Brand Strategy/Product Planning
- Vehicle Model Planning by Brand, 2025-2027
- 2.4 Geely
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- Strategic Planning (1)
- Strategic Planning (2)
- Core Brand Product Planning
- Vehicle Model Planning by Brand, 2025-2028
- 2.5 Dongfeng Motor
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- DF Advance 2030
- Overall Strategy
- eπ's Product Planning
- Aeolus' Product Planning
- M-Hero's Product Planning
- Voyah's Product Planning
- EPICLAND's Product Planning
- Forthing's Product Planning
- Vehicle Model Planning by Brand, 2025-2027
- 2.6 Changan
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- Vast Ocean Plan 2.0
- "1445" Global Strategy
- Avatr Released Strategy 2.0
- Avatr & Deepal Strategic Integration
- Product Planning Summary
- Vehicle Model Planning by Brand, 2025-2026
- 2.7 GAC
- Brand Matrix
- Sales Volume, 2025
- Sales Volume, 2026
- Global Strategy
- Panyu Action
- Hyptec Aion's Product Planning
- Trumpchi's Product Planning
- AISTALAND's Product Planning
- Vehicle Model Planning by Brand, 2025-2026
- 2.8 BAIC
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- "Three-Year Leap Forward Action Plan"
- Strategic Planning
- New Energy Vehicle (Arcfox, STELATO) Strategic Planning
- Vehicle Model Planning by Brand, 2025-2026
- 2.9 Great Wall Motor
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- Market Strategy
- Haval's Product Planning
- WEY's Product Planning
- ORA's Product Planning
- Product Planning of Tank & New Ultra-Luxury Car Brand
- Vehicle Model Planning by Brand, 2025-2026
- 2.10 Chery
- Brand Layout
- Sales Volume, 2025
- Sales Volume, 2026
- Strategic Planning
- Chery's Product Planning
- Jetour's Product Planning
- EXEED's Product Planning
- iCAR's Product Planning
- Vehicle Model Planning by Brand, 2025-2027
3 Vehicle Model Planning of Emerging OEMs
- 3.1 NIO
- Brand Layout
- Sales Volume, 2025-2026
- Strategic Planning and Development Goals
- Vehicle Model Planning, 2025-2026
- Introduction to Key Vehicle Models
- 3.2 Xpeng
- Sales Volume, 2025-2026
- Product Planning
- Vehicle Model Planning, 2025-2026
- Introduction to Key Vehicle Models
- 3.3 Li Auto
- Sales Volume, 2025-2026
- Product Strategy and Sales Goal
- Key Product Matrix, 2026
- Vehicle Model Planning, 2025-2026
- Introduction to Key Vehicle Models
- 3.4 Leapmotor
- Sales Volume, 2025-2026
- Ten-Year Strategic Planning and Sales Goal
- Product Matrix and Planning
- Overseas Product Planning
- Vehicle Model Planning, 2025-2026
- Introduction to Key Vehicle Models
- 3.5 Xiaomi Auto
- Sales Volume and Subsequent goals, 2025-2026
- Dual-Product-Line Strategy
- New Independent Sub-Brand: SKYNOMAD
- New Independent Sub-Brand: SKYNOMAD's Product Planning
- Vehicle Model Planning, 2025-2026
- 3.6 Harmony Intelligent Mobility Alliance (HIMA)
- Product Matrix
- Sales Volume, 2025-2026
- Comprehensive Deepening Strategy of SAIC (Shangjie), STELATO, AITO, LUXEED and Maextro
- AITO's Strategic Planning
- LUXEED's Product Strategy
- Product Planning of SAIC (Shangjie)/STELATO/Maextro
- Vehicle Model Planning, 2025-2026
4 Vehicle Model Planning of Joint Venture OEMs
- 4.1 Volkswagen
- Sales Volume in China, 2025-2026
- Strategic Deployment in China
- Market Development Strategy in China
- Product Planning in China
- Joint Venture Brand Product Planning: Volkswagen Anhui
- Joint Venture Brand Product Planning: SAIC Volkswagen
- Joint Venture Brand Product Planning: FAW Volkswagen
- Vehicle Model Planning, 2025-2028
- 4.2 Mercedes-Benz
- Sales Volume in China, 2025
- Sales Volume in China, 2026
- Medium-Term Strategic Planning
- Product Planning in China
- Vehicle Model Planning, 2025-2027
- 4.3 Toyota
- Sales Volume in China, 2025
- Strategic Planning in China
- FAW Toyota's Technology Planning
- FAW Toyota's Product Planning
- GAC Toyota's Product Planning
- Vehicle Model Planning, 2025-2027
- 4.4 Honda
- Sales Volume in China, 2025
- Global Strategic Planning
- Dongfeng Honda's Product Planning
- GAC Honda's Product Planning
- Vehicle Model Planning, 2025-2026
