Changan sold 207,150 vehicles in April, with NEV sales of 55,275 units (+9.38% YoY). Overseas sales reached 89,794 units, accounting for 43.3% of total volume. NEV became the only growth segment. Avatr, Deepal, and Qiyuan brands cover the full price spectrum from 200K to 600K yuan.
Data Decoding: The Strategic Shift Behind 43.3% Overseas Share
Changan's April results reflect a "domestic + overseas" balance: total sales of 207,150 units, NEV sales of 55,275 units (+9.38% YoY); overseas sales of 89,794 units, representing 43.3% of total volume.
This "43.3%" figure is highly symbolic — it means more than 4 out of every 10 Changans are sold overseas. Compared to Geely (35.4%) and BYD (~25%), Changan has higher overseas dependency, reflecting its strategy to "use exports to hedge domestic competition."
Brand Matrix: Three NEV Brands Each Occupying Their Position
Changan's NEV layout uses a "multi-brand, tiered pricing" strategy:
| Brand | April Sales | YoY | Positioning | Key Models | Price Range |
|---|---|---|---|---|---|
| Avatr | 11,614 units | +100.64% | Premium Smart | Avatr 11/12/16 | 350K-600K yuan |
| Deepal | 21,976 units | +211.44% | Tech Mainstream | SL03/S05/S07/L07 | 150K-250K yuan |
| Qiyuan | 13,897 units | +52.20% | Family Mainstream | A05/A07/Q05 | 100K-200K yuan |
| Total | 47,487 units | — | — | — | — |
Avatr's 100.64% growth stems from deep Huawei HI mode empowerment. Avatr 11/12 carry Huawei ADS 2.0 advanced intelligent driving, competing directly with NIO and Zeekr in the 350K+ pure-electric SUV market.
Deepal's 211.44% surge makes it Changan's fastest-growing sub-brand. The SL03, as the first strategic model, leverages rear-wheel-drive coupe design + EREV/BEV dual powertrains to create differentiated competitiveness in the 150K-200K market.
Export Path: From CKD to Direct Export to Overseas Factories
Changan's overseas strategy follows a "three-step" pattern:
- CKD phase (2018-2022): Pakistan, Iran and other markets with local assembly to reduce tariff costs
- Direct export phase (2023-2025): Russia, Saudi Arabia, UAE, Chile with annual exports exceeding 300K units
- Overseas factory phase (2026 onward): Thailand Rayong NEV factory (100K annual capacity, operational 2025); Mexico factory in planning; Europe KD assembly center under site evaluation
Thailand performance is particularly notable: in 2025 Thai NEV sales rankings, Deepal SL03 and Qiyuan A07 both entered the top 10, with combined share of 12.3%, benefiting from post-factory "zero tariff" cost advantages.
Central Asian Market: Changan's "Second Battlefield"
In core markets (Central Asia/Russia):
- Kazakhstan: ~28K units in 2025, 8.5% share, 4th place (after Chevrolet, Hyundai, Kia)
- Uzbekistan: ~15K units via "UzAuto Motors" JV
- Russia: ~12K units/year via "parallel import + Central Asia re-export" model due to sanctions
For Central Asian and Russian buyers, Changan's product line covers 100K yuan (Qiyuan A05) to 600K yuan (Avatr 12). The Deepal SL03 EREV version (200km electric + 800km fuel range) is especially popular — meeting urban commuting cost efficiency while solving long-distance range anxiety. Among buyers sourcing through EX1000.COM, 68% choose the EREV variant.
