Core Insights - SAIC Group showcased over a hundred new vehicles from ten brands at the 2025 Shanghai Auto Show, emphasizing a diverse range of offerings to meet consumer needs [1] - The company launched several major strategic initiatives, including brand rejuvenation and the introduction of the new brand "SAIC Shangjie" in collaboration with Huawei [3] - The latest model from Zhiji Auto, the Zhiji L6, features advanced comfort technologies and cutting-edge intelligent systems, positioning it as a leader in high-end smart electric vehicles [5] Group 1: Brand and Product Highlights - Zhiji Auto aims to be a high-end smart electric leader, showcasing the Zhiji L6 with innovative comfort features and industry-leading safety technology [5] - Roewe brand introduced the "Pearl" concept car and launched the Roewe D6, focusing on family-oriented values and advanced battery technology [5] - MG brand is targeting a global market with new models, including the Cyberster 2026 and Cyber X, emphasizing a youthful and innovative approach [7] Group 2: Commercial Vehicles and Collaborations - SAIC Commercial Vehicles is focusing on user-centric products and plans to launch 15 new energy commercial products, including the "New Journey" hybrid light bus [8] - SAIC Volkswagen is showcasing the Audi E5 Sportback and the ID.ERA SUV concept, highlighting technological advancements and local market integration [9] - SAIC General Motors introduced the new high-end electric sub-brand "Zhijing" and showcased the Buick GL8 and Cadillac LYRIQ-V, emphasizing their commitment to the high-end new energy market [11] Group 3: Market Positioning and Future Plans - SAIC General Motors Wuling is targeting the youth market with the Wuling Star 2025, featuring advanced safety and intelligent driving capabilities [13] - The company aims to enhance its brand image and product offerings to cater to the evolving demands of consumers in the smart vehicle segment [14]

Group 1: Technology Developments - OpenAI has launched a new image model, gpt-image-1, which is now available via API and has been adopted by major creative platforms like Adobe and Figma. The model features higher precision, diverse visual styles, and advanced image editing capabilities [2] - Tencent has released version 2.5 of its mixed reality 3D generation model, significantly enhancing modeling precision and increasing effective polygon count by over ten times [4] - Intel has announced a new generation of AI-enhanced software-defined vehicle system-on-chip (SDV SoC) at the Shanghai Auto Show, claiming up to a 10x performance improvement over the previous generation [8] Group 2: Corporate Actions and Financials - Apple and Meta have been fined a total of €700 million (approximately ¥58 billion) by the EU for violating the Digital Markets Act [2] - Neuralink, led by Elon Musk, is planning to raise $500 million with a pre-money valuation of $8.5 billion [10] - Jingfeng Mingyuan intends to acquire 100% of Sichuan Yichong Technology for ¥3.283 billion as part of a major asset restructuring [11] Group 3: Automotive Industry Updates - Huawei's first car under the "Shangjie" brand, developed in collaboration with SAIC, is expected to achieve significant sales upon its launch in Q3 2023 [3] - NIO's chairman Li Bin highlighted the importance of three core technologies—intelligent driving chips, universal operating systems, and smart chassis—in enhancing the experience and safety of smart vehicles [5] - GAC Aion and Didi Autonomous Driving have introduced the world's first mass-produced L4 autonomous vehicle, set for mass production by the end of the year [6] Group 4: Market Trends and Consumer Behavior - iQIYI is entering the live-streaming e-commerce space, leveraging its IP content and celebrity resources to tap into its membership base as a potential e-commerce user group [3] - Alibaba's international site has topped the U.S. App Store shopping charts, indicating a significant rise in its download rankings [4] - The establishment of the Greater Bay Area (Dongguan) Artificial Intelligence Alliance aims to enhance AI capabilities and attract over 300 AI-focused enterprises by 2027 [7]

此前，智能驾驶之所以在市场宣传层面过于激进，和中国汽车市场的销量竞赛直接相关。为了说服消 费者买车，车企的市场部门和一线销售人员都有动力强调自家智能驾驶技术的先进性。 随着工信部等监管部门从官方层面收紧对于智能驾驶的宣传口径，风向大调整。一些平时耳熟能详的 词语忽然从车企和智驾供应商的物料上消失，"安全" 成为大多数厂商在市场营销层面的关键词 —— 这些在 2025 年上海车展上体现得淋漓尽致。 智驾普遍成 "辅助驾驶"， "安全" 成宣传关键词 工信部监管新规发布后，"安全" "辅助驾驶" 成为车展智驾宣传关键词。 文 丨 赵宇 郭瑞婵 曾兴 魏冰 编辑 丨 龚方毅 像往届上海车展一样，在本届车展媒体日第一天最早举办发布会的车企，依旧是 "本土作战" 的上汽集 团。上汽集团总裁贾健旭说，上汽要 "All in 尚界"，并得到华为终端 BG 董事长余承东的到场支持。 但这一次，余承东全程没有提及智能驾驶，只说尚界的第一款车为了加强被动安全，研发团队把车身 质量增加了 100 多公斤。 前一天晚上，华为与央视新闻共同举办了一场智能技术大会。会上，华为车 BU CEO 靳玉志宣布推出 ADS 4 方案，称其已在云 ...

今日导读 1. 1、 国际货币基金组织22日发布最新一期《世界经济展望报告》， 预计2025年美国经济增速将放缓至1.8%，较1月预测值低0.9个百分点，在发达经济体中下调幅度最大 。报告认为，政策不确定性加剧、贸易紧张局势以及需求势头减弱为预期目标下调主要原因。 2、第二十一届上海国际汽车工业展览会（2025上海车展）于2025年4月23日至5月2日在国家会展中心（上海）举行。 2025上海车展共邀请到来自 26个国家和地区的近1000家中外知名企业参展 ，展出总面积超过36万平方米，参展国别范围更广，规模再创新高。世界百强零部件供应商如博世、 采埃孚等超过半数悉数参展，全面展示汽车科技与关键技术创新产品和发展趋势。国内重点零部件供应商如华为智能汽车解决方案BU及华为数字能 源、宝钢等带来汽车相关的最新产品和技术。 3、 虚拟货币市场全线大涨。4月23日，比特币持续拉升，一度突破94000美元，24小时内涨幅超过5%。除了比特币，其他虚拟货币 亦暴涨，其中，以太坊、狗狗币涨13%，特朗普币涨近11%，艾达币涨超10%，索拉纳币涨近7%。据Coinglass统计，这一波行情，又导 致不少人爆仓。 2. 4月2 ...

点评：蔚来萤火虫将进入16个国家，标志着其全球市场布局的深入，展现出蔚来对国际化战略的重视。 此次发布会上的亮相，提高了品牌全球知名度，并将有助于扩展其在海外的市场份额。整体来看，此动 态可能对电动车行业的国际竞争格局产生影响，引发投资者对蔚来及高端电动车市场的关注与预期。 每经记者 董天意 实习生 周卓孜 每经编辑 孙磊 | 2025年4月24日 星期四 | NO.1 一汽丰田bZ5搭载Momenta飞轮大模型 4月22日，一汽丰田在上海举办主题为"击掌未来"的bZ5技术发布会。此次发布会聚焦bZ5车型搭载的中 国科技公司Momenta飞轮大模型5，该技术助力bZ5实现全场景城区辅助驾驶功能。一汽丰田汽车销售有 限公司党委书记、总经理董修惠称，秉持开放合作理念，与Momenta强强联合，使bZ5的安全辅助驾驶 系统全面升级，为用户带来更安全出行体验。 点评：一汽丰田与Momenta合作发布bZ5车型新技术，突显其在智能驾驶领域的前瞻性布局。Momenta 的飞轮大模型5技术将提升bZ5的安全辅助驾驶系统，为用户提供更高的出行安全性。这一合作不仅增 强了丰田在国内市场的竞争力，也展现出汽车行业对智能科技日益重 ...

Core Viewpoint - SAIC Motor Corporation has launched its overseas strategy 3.0, termed "Glocal Strategy," focusing on a combination of global and local approaches to enhance its international presence and product offerings [1] Group 1: Product Development and Market Strategy - Over the next three years, SAIC plans to develop 17 new overseas models, including SUVs, sedans, MPVs, and pickups, featuring a new HEV hybrid power system to cover mainstream global market segments [1] - The company aims to transition from "scale expansion" to "value creation" and from "product output" to "standard output," leveraging its advantages in intelligent and electric technologies to create personalized and intelligent product solutions for different regions [1][2] Group 2: Regional Focus and Localization - SAIC's President, Jia Jianxu, emphasized the importance of localized strategies for overseas markets, including the establishment of a design center and an engineering center in Europe, and the development of KD factories in Southeast Asia [2] - In Africa, the company plans to use Egypt, Morocco, and South Africa as strategic hubs to achieve regional synergy [2] Group 3: Brand Revitalization - SAIC is committed to revitalizing the MG brand, which it acquired in 2007, aiming to position it as a more influential global automotive brand over the next three years [2][3] - MG has launched over ten models, including the MG4 EV, and has achieved cumulative global sales exceeding 5 million units, ranking among the top ten in over 20 countries [3] - The brand is focusing on appealing to younger consumers with tailored marketing strategies for different markets, such as "Get More" in the UK and "Passion Drives" in Thailand [3]

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].

上周官宣与上汽集团合作打造"尚界"智能汽车品牌后，今日（4月23日），2025上海车展上，华为常 务董事、终端BG董事长余承东便喊话上汽：为尚界准备好产能。 据悉，4月23日，余承东现身2025上海国际车展上汽集团媒体发布会，并与上汽集团总裁贾健旭拥抱。 余承东表示，本次来上海，团队对今年秋天将上市的第一款产品做了最后一次评审，并把明年上市的产品 也做了评审，"与上汽合作打造的第一个产品在被动安全方面做了加强，在车身结构上也大幅增强。" "目前，华为与上汽集团合作推出的'尚界'品牌首款车型已经完成终审，计划于今年第三季度发布。"余承 东表示，"尚界"品牌首款车上市后预计销量会"大爆"，要上汽集团准备好足够的产能。 此前，4月16日，华为鸿蒙智行新品发布会上，华为首次官宣与上汽集团打造"尚界"智能汽车品牌，至 此，华为鸿蒙智行旗下已拥有问界、享界、智界、尊界、尚界五大智能汽车品牌，分别由华为与赛力斯、 北汽、奇瑞、江淮、上汽集团打造。据余承东介绍，鸿蒙智行旗下不同合作伙伴，分别拥有各自不同的智 能汽车品牌、产品定位和用户群体。 彼时，上汽方面透露，华为与上汽集团双方从去年开始"谈恋爱"，首期投入60亿元，目前尚 ...

4月23日上海车展上，华为与上汽牵手，正式推出第五"界"——"尚界"。据了解，尚界将搭载华为最新 发布的 ADS4.0 技术，不仅拥有"主动安全"的强大能力，能做到前向、侧向、后向、全向防碰撞， 在"被动安全"方面也做了大幅度的增强。 上汽总裁贾健旭直言："All in 尚界！我们就像5根手指，握起来，形成一个拳头，打爆市场！" 华为常务董事、终端BG董事长余承东表示："华为今天很感谢贾总的支持，我们和上汽一起来推出这个 尚界。我们原来有四界，分别是问界、享界、智界和尊界，现在有尚界。这样的话就像我们一个人的五 个手指，握成拳头，握在一起非常有力量。而且我们这五个界其实有不同的分工，有不同的产品组合， 大家能够一起形成合力，为消费者提供更好品质的产品。" 汽车是一个开发周期比较长的产品，需要大量的早期的验证、测试、可靠性。余承东坦言："上汽的整 车经验积累比较丰富，非常强。在这种情况下，我们既要加快产品的上市，同时也要保证产品的质量， 产品的可靠性能做到业界绝对领先的水平。" 余承东进一步透露道："我们和上汽打造的尚界，不仅华为的 ADS 驾驶辅助系统能够带来主动安全的强 大能力，前向、侧向、后向、全向防碰撞 ...

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]