Core Viewpoint - SAIC Motor Corporation has launched its "Glocal Strategy," marking a new phase in the globalization of the Chinese automotive industry, emphasizing a combination of global and local approaches [1][3]. Group 1: Globalization Progress - SAIC Motor has evolved through three phases of globalization: starting with the 1.0 phase in 2001 with the first passenger car exports, moving to the 2.0 phase in 2013 with the establishment of a factory in Thailand, and now entering the 3.0 phase with the "Glocal Strategy" [3]. - By the end of 2024, SAIC's cumulative overseas sales are expected to exceed 5.5 million units, maintaining its position as the top exporter among Chinese automotive companies for eight consecutive years, with annual overseas sales surpassing 1 million units for three years [3]. Group 2: Strategic Implementation - The "Glocal Strategy" focuses on building a localized ecosystem and global automotive brand, with plans to launch 17 new overseas models in the next three years, covering a full range of products including SUVs, sedans, MPVs, and pickups [3]. - The company will implement a strategy of "global thinking, local action," customizing product solutions for different regional markets, with specific plans for Europe, Southeast Asia, and Africa [3]. Group 3: Brand Development - The MG brand, acquired by SAIC in 2007, has become a true global brand, with a brand refresh completed in 2024 and new models like the MG Cyberster special edition and the next-generation MG4 EV set to enhance its global competitiveness [4]. - The implementation of the "Glocal Strategy" aims to shift from "scale expansion" to "value creation" and from "product output" to "standard output," contributing to the global footprint of Chinese manufacturing [4].

Group 1 - SAIC Group's president emphasized the company's commitment to an open ecosystem and collaboration, avoiding isolation and competition in the automotive industry [2] - The new brand "SAIC Shangjie," developed in partnership with Huawei, was officially launched at the Shanghai International Auto Show, marking it as the fifth smart car brand under Huawei's HarmonyOS [2] - SAIC has invested 6 billion yuan in the Shangjie brand, with a dedicated team of over 5,000 people and a specialized super factory for production [2] Group 2 - The theme of SAIC Group's exhibition at the auto show was "Understanding Cars, Understanding You," showcasing over a hundred new vehicles from ten brands across six subsidiaries, covering nearly 20,000 square meters [3] - The company announced significant strategic initiatives, including brand renewal and a focus on local craftsmanship with a global perspective during the event [3]

证券代码：600104 证券简称：上汽集团 公告编号：临 2025－010 上海汽车集团股份有限公司关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 投资者可于 2025 年 4 月 23 日（星期三）至 4 月 29 日（星期二） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 saicmotor@saic.com.cn 进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 上海汽车集团股份有限公司（以下简称"公司"）将于 2025 年 4 月 30 日发布公司 2024 年年度报告及 2025 年第一季度报告，为便于 广大投资者更全面深入地了解公司经营成果、财务状况，公司计划于 2025 年 4 月 30 日下午 14:00-15:00 举行 2024 年度暨 2025 年第一季 度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2024 年度 及 2025 ...

Core Viewpoint - SAIC Group is committed to transforming its business model by embracing smart driving technology and forming strategic partnerships with leading tech companies to enhance its product offerings and user experience [1][7]. Group 1: Strategic Partnerships - SAIC Group announced collaborations with major tech companies such as Huawei, Momenta, Horizon Robotics, and OPPO to create a new industrial ecosystem that accelerates the application of cutting-edge technologies [1][5]. - The partnership with Horizon Robotics aims to scale the deployment of smart driving technology in the mass market, with multiple models from SAIC's brands like Roewe and MG set to feature the new Horizon Journey 6 series chips [2][3]. - Horizon Robotics has become the largest external shareholder of SAIC and is recognized as a leader in the ADAS solutions market, holding over 40% market share among Chinese OEMs [2][3]. Group 2: Technological Advancements - The Journey 6 series chips will support advanced driving features such as high-speed NOA and urban memory driving, enhancing the smart driving experience for consumers [3][4]. - Horizon's HSD system, which integrates visual, language, and behavior frameworks, aims to provide a human-like driving experience in complex urban environments [3][7]. - The collaboration is expected to lead to the mass production of over 100 mid-to-high-end smart driving models by 2025, with cumulative shipments of Horizon's smart driving solutions projected to exceed 10 million units [3][4]. Group 3: Safety and Innovation - SAIC Group introduced a comprehensive safety system called the "Safety 3.0 System," which focuses on creating a full-loop safety mechanism that includes perception, intervention, and cushioning [7]. - The company has outlined a three-phase strategy for smart driving safety, aiming for L3 level autonomous driving to be implemented on a large scale by 2026 [7]. - The commitment to innovation is reflected in SAIC's approach to continuously improve its products and embrace change, aiming to elevate "Shanghai manufacturing, Chinese brands, and global quality" [8].

Group 1 - Huawei's Executive Director and Head of Terminal BG, Yu Chengdong, announced that the first model under the "Shangjie" smart car brand, developed in collaboration with SAIC Motor Corporation, is expected to be launched in the autumn of this year [1]

Group 1 - Huawei announced the collaboration with SAIC Motor to create a new brand named "Shangjie" [1] - The announcement was made during the Hongmeng Intelligent Driving product launch event held in Shanghai [1]

Group 1: Core Insights - MG brand is positioning itself for the new era of intelligent electric vehicles, aiming to accelerate the launch of new products and technologies [1] - MG has achieved significant market performance, exceeding targets and is on track to become the first Chinese automotive brand with cumulative sales surpassing 3 million units globally [1] - The brand is implementing a comprehensive strategy involving brand renewal, product launches, technological advancements, and channel expansion to enhance its competitive edge in the global automotive market [1] Group 2: Brand Renewal - MG is focusing on a brand renewal strategy with a youthful and trendy image, using orange as the primary communication color and the slogan "YOUNG for you" to resonate with younger consumers [4] - The brand aims to meet the aesthetic demands of the younger demographic while combining humanistic care with technology [4] Group 3: Product Launches - Over the next two years, MG plans to launch 8 new vehicles across various segments, including sports cars, sedans, and SUVs, with the MG Cyberster receiving significant upgrades [6][8] - The first MG "box" model, Cyber X, will debut at the Shanghai Auto Show, marking a significant design innovation for the brand [8] Group 4: Technological Innovations - MG is adopting a model of "technology self-definition + global market response," showcasing confidence in the Chinese automotive industry [10] - The introduction of the E3 architecture and the industry's first pure electric dedicated platform will enhance space utilization and thermal management efficiency [10] - MG is set to mass-produce the first semi-solid-state battery and will feature a high-efficiency hybrid engine with a thermal efficiency of 46.3% [10] Group 5: Channel Expansion - MG plans to expand its channel network by adding 150 new stores, reaching a total of 400, to improve service quality and support sales growth [12] - The "5 billion manager entrepreneurship plan" aims to enhance brand presence in third and fourth-tier markets, making MG products more accessible to consumers [12] - Community stores have begun opening in March, bringing MG closer to its customers [12]

2025年4月10日，"懂车更懂你·2025 上汽之夜"在黄浦江畔的上汽荣威·上海儿童艺术剧场正式举行。本次活动展示了上汽集团与众多跨界伙伴合作的多方面 的创新成果和未来战略布局。 王晓秋发言 上海汽车集团股份有限公司党委书记、董事长王晓秋表示，通过"两个一手"，"进阶"实现"美好"。一手继续与老朋友大众、通用等合资伙伴共创，同时与华 为、魔门塔、地平线、字节跳动等跨界伙伴合力打造产业新生态，让全球顶尖技术加速落地应用，为美好出行赋能。一手继续与用户同行，从用户中来，到 用户中去，做到"懂车更懂你"，努力满足并不断超越用户期望。 2025年2月21日，上汽集团与华为终端有限公司在上海签署深度合作协议。未来双方将在产品定义、生产制造、供应链管理、销售服务等领域展开战略合 作，实现技术共生、生态共创和价值共振，共同为行业高质量发展提供可持续的创新动力， 为用户带来更安全、更智能、更便捷的全新出行体验。 上海汽车集团股份有限公司党委书记、董事长王晓秋表示，上汽集团的传奇永不落幕，上汽人永远在路上。本次活动充分输出了上汽集团新时代格局，展示 了上汽集团在合作中创新，突破自身并引领行业向上。 Momenta是全球领先的 ...

今年3月，国内车市销冠位置再度易主。 文 | 侃见财经 数据显示，3月上汽集团以38.57万的销量，成功超越比亚迪的37.74万，以微弱优势在时隔一年后重夺国 内车企销量冠军。 对于上汽集团而言，能在3月重新夺回销冠位置意义重大，在2024年被比亚迪夺去18年的销冠位置后， 上汽集团开始主动求变，对内将管理层进行了大调整，对外则加速向新能源和智能化转型，结合三月销 量来看，转型还是产生了不错的效果。 不过，虽然3月成功夺回销冠位置，但据侃见财经梳理发现，上汽集团这一成绩背后略显"底气不足"。 一方面，虽然销量上超越了比亚迪，从增速来看，3月上汽集团的销量增速仅1.14%，而比亚迪则高达 24.8%，势头明显更好。 另一方面，上汽集团在新能源转型上仍远远落后于比亚迪。据统计，3月上汽新能源车销量为12.57万 辆，同比增长48.22%，虽然增速不低但新能源渗透率仅为32.6%，而比亚迪早在2年前就已经"ALL IN"新能源了；另外，在这12.57万辆的新能源车中，销量主力仍是均价不足5万的五菱宏光MINIEV等微 型电动车，主推的智己汽车3月销量仅3100辆，表现明显不及预期。 整体而言，虽然在时隔一年后重夺国 ...

"为了应对市场的挑战，我们练就了三套'拳法'，内外兼修，准备在这场'肉搏战'中打出新天地。"上汽集团总裁贾健旭在4月10日晚的"上汽之夜"媒体发布会 上如是说。 按照贾健旭的打法，上汽集团第一套"拳"聚焦于内部调结构，整合自主品牌核心业务；第二套"拳"聚焦于外部协同，积极推动对外合作；第三套"拳"聚焦于 全球化，扩大海外版图，持续输出"中国智造"。 值得关注的是，贾健旭首度公开回应，与华为的合作是"智选车"模式。 上汽集团总裁贾健旭。 企业供图 谈及与华为的合作，贾健旭首度回应称，与华为合作是"智选车"模式，实现"技术共生、生态共创、价值共振"。"智选车"模式是华为不仅提供智能驾驶、智 能座舱等核心技术，还帮助上汽推动产品定义、设计、营销及销售环节，比如整合智能化解决方案，并通过鸿蒙智行渠道销售新车。 今年的2月21日，上汽集团与华为签署深度合作协议，打造全新的新能源智能汽车品牌及产品，首款车型为上汽集团开发，搭载华为电子电气架构和智能技 术，预计2025年第四季度推向市场。 华为终端智选车业务部总裁汪严旻在上汽之夜现场表示，华为终端与上汽集团将在产品定义、用户体验、质量和供应链管理、市场营销服全链条等领域展 ...