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 ...

Core Viewpoint - SAIC Group is undergoing internal adjustments, particularly in its software subsidiary, Zero束科技, which has merged with the R&D Institute to enhance collaboration and efficiency in autonomous driving technology development [2][3]. Group 1: Company Restructuring - Zero束科技 has integrated its autonomous driving team with the R&D Institute, leading to a reduction in overlapping departments, while retaining a few key divisions [2]. - The merger has resulted in a personnel loss, with approximately 10% of the Zero束科技 autonomous driving team voluntarily leaving, indicating potential challenges in employee retention during the transition [2]. - The newly merged team currently lacks defined projects and is in a waiting phase for new assignments, reflecting uncertainty in the immediate future of the combined teams [2]. Group 2: Strategic Goals - In January, SAIC Group consolidated five business units into a "Large Passenger Vehicle Sector" to streamline operations and enhance decision-making through a newly formed executive management committee [3]. - The rationale behind this restructuring is to improve quality, reduce excess, foster business collaboration, and mitigate risks in response to competitive pressures from other domestic automakers like BYD and Geely [3]. - SAIC Group's projected vehicle sales for 2024 are 4.013 million units, representing a year-on-year decline of 20.07%, with the passenger vehicle segment expected to see a 28.3% drop in sales [3].

撰 文 / 孟 为 设 计 / 琚 佳 上汽老矣，焉能饭否？ "岁老根弥壮，阳骄叶更阴。上汽要成为中国第一个百年车企。上汽不仅懂车，更要懂消费者。上 汽要做的，不仅是造好车，更要走进消费者的心，做最懂你的汽车公司。" 4月10日晚，上汽集团举办的上汽之夜上，对于外界关心的变革和发展话题，给出了自己的答案。 整整2个小时的上汽之夜上，没有冰冷浮夸的参数数字，没有和友商间的拉踩对比； 有的是华为、地平线、Momenta、火山引擎、OPPO、博世、大陆、通用、大众、奥迪等生态伙伴 齐聚一堂；有的是一种企业和用户间朋友式的坦诚沟通。 在这场之夜上，上汽一方面向外界诠释了上汽的品牌基因是什么。 另一方面，也更重要的是，它展现了上汽在深刻反思之后，借以鸡蛋由内而外打破是新生的比喻， 自内而外进行革新，学做用户型企业的一种态度和决心，积极主动地探索发展新路径。 用户基因 在不久前的上汽集团媒体沟通会上，上汽曾反思合资合作文化让自己失去了对消费者判断和营销这 两个最基本的能力。 而在这场之夜上，上汽集团从一开场就把自己要做成、做好一个用户型企业的基调和氛围拉满。 "用户希望'省钱'，我们就努力打造'效率神器'，用相同的钱，跑 ...

"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 ...

每经记者 黄辛旭 每经编辑 孙磊 贾健旭所说的第二套拳为"外家拳"，即聚焦于外部协同。 今年以来，上汽集团对外合作节奏正在加快。如，1月10日，上汽与宁德时代正式签署深化战略合作协议；1月19日，上汽集团与北京理工大学签署战略合作 协议；2月21日，上汽与华为终端有限公司签署深度合作协议，打造全新新能源智能汽车。 "坚持不设技术围墙、不做生态孤岛、不惧跨界竞争。"贾健旭称，上汽集团将与地平线、卓驭（原大疆车载）、鸿蒙智行、Momenta进一步合作，并且特别 谈及了与华为的合作，首度回应称与华为合作为智选车模式。 "上汽集团要跪着学习，站着创新。为了应对市场挑战，我们准备以三套'拳法'，内外兼修，在这场'肉搏战'中，打出上汽集团的新天地。"在4月11日的上汽 之夜上，上汽集团总裁贾健旭谈到了面对当下市场竞争，上汽集团的思考与打法。 第一套拳被贾健旭称之为"内家拳"，主要是上汽集团"刀尖对内"，掀起了一阵阵的改革潮。记者了解到，自去年年末开始，上汽集团在战略和架构上已经进 行了大刀阔斧的改革和重塑。 贾健旭透露，2025年为上汽集团OEM化元年，总体的改革方向是，上汽集团会有两块OEM业务，一是大乘用车业务，二是 ...

2025年4月10日晚，黄浦江畔的上海儿童艺术剧场灯火璀璨，上汽集团（600104）以"懂车更懂你"为主 题，举办了一场备受瞩目的战略发布会。 (懂车更懂你.2025上汽之夜现场图) 在这场名为"懂车更懂你.2025上汽之夜"的盛会上，上汽集团董事长王晓秋、总裁贾健旭携管理团队， 联合华为、OPPO、地平线、火山引擎等头部企业，向外界展示了这家拥有70年历史的中国汽车巨头的 转型决心与未来蓝图。 面对行业新变化和新要求，造车70年的上汽集团给出了两大方法论：在内生价值创造上，以用户思维、 技术平权、个性化出行作为转型路径；在对外竞争上，以"内家拳、外家拳、组合拳"三套策略破局。 从"造车"到"懂车"：用户思维重构汽车价值 在用户思维方面，发布会上，上汽集团董事长王晓秋多次强调"用户基因"的重要性："用户不再是'终点 买单人'，而是'起点合伙人'。" (上汽集团董事长王晓秋) 上汽集团总裁贾健旭则用"鸡蛋从外打破是食物，从内打破是新生"这一句生动的比喻，道出了这场变革 的本质：在智能化浪潮席卷全球的当下，汽车行业的竞争已从单纯的产品制造转向用户价值的深度挖 掘。上汽集团提出"平权驱动进阶"的核心战略，意在打破技 ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) will implement policies to regulate the lithium battery industry, focusing on enhancing industry management, accelerating technological innovation, expanding applications, ensuring industry safety, and improving the industrial ecosystem [2] - Beijing's Economic and Information Technology Bureau and Communication Administration have launched a plan to accelerate the integration of 5G communication modules in vehicles, promoting the development of new terminal ecosystems and innovative business models [3] - Chengdu's Economic and Information Technology Bureau has released a draft policy to develop the artificial intelligence industry, encouraging the opening of at least 70 application scenarios annually and providing financial rewards for successful projects [4] - The Lingang New Area Administrative Committee in Shanghai signed a cooperation agreement with Stellantis to establish a sustainable resource utilization center for vehicles and parts, focusing on circular economy practices [5] International News - Porsche has preemptively shipped additional inventory to the U.S. to avoid tariff impacts, maintaining stable pricing for March orders, while expecting operating profit margins to fall below the 10%-12% guidance range [6] - The European Commission has announced an "AI Continental Action Plan" aimed at simplifying AI-related regulations and enhancing competitiveness in the AI sector [7] - Tesla plans to produce its first Optimus humanoid robots this year and is actively recruiting for around 80 positions related to the project [8] Corporate News - SAIC Motor Corporation announced that its next-generation solid-state battery will be mass-produced by the end of this year, with the first solid-state battery, named "Guangqi Battery," expected to launch in 2027 [9] - Volkswagen aims to achieve over 15% market share in China by 2030, with 80% of its offerings being new energy products, and plans to launch over 20 electric models by 2027 [10] - Changan Automobile reported a 35.37% decline in net profit for 2024, despite a 5.58% increase in revenue, and proposed a cash dividend of 2.95 yuan per 10 shares [11] - JAC Motors reported a 15% increase in domestic sales and nearly 20% growth in international sales of its pickup trucks in the first quarter [12] - Leap Motor announced that its intelligent driving software will be free for models with driving assistance features, including refunds for previously paid users [13] - The chairman of FAW Bestune has been appointed as the chief accountant of Harbin Electric Group [14] - Hon Hai Precision Industry plans to launch multiple electric vehicle models in Japan by 2027, collaborating with local automakers [15]

Core Viewpoint - The article discusses the significant decline in SAIC Motor Corporation's sales, marking a shift in leadership dynamics within the company, particularly with the rise of executives from the Wuling brand, indicating a strategic pivot towards grassroots market strategies over traditional elite approaches [2][7][10]. Sales Performance - In 2024, BYD topped the sales chart with 4.272 million units, while SAIC Group experienced a 20.07% year-on-year decline, selling 4.013 million units, marking the first time in 18 years that it lost its sales crown [2]. - SAIC's various divisions showed mixed results, with SAIC-GM's sales plummeting by 56.54% to 435,000 units, making it the largest drag on the group's overall performance [2][3]. Management Changes - SAIC Group initiated aggressive personnel changes across its divisions in response to declining performance, with notable adjustments in leadership roles, particularly in SAIC Maxus [4][5]. - The appointment of Wang Weiseng from SAIC-GM Wuling to lead marketing at SAIC Maxus reflects a strategic shift towards more practical, market-driven approaches [6][10]. Strategic Shifts - The rise of the Wuling brand's executives within SAIC signifies a broader strategy to leverage grassroots insights and operational efficiency to combat the challenges faced by the company [7][9]. - Wuling's successful low-cost strategies, such as the "one price" sales model, have proven effective, leading to a resurgence in sales for SAIC-GM [9][11]. Future Outlook - The article suggests that SAIC Group's restructuring and the integration of Wuling's operational philosophies may lead to a projected net profit growth of 10-18% in the first quarter of 2025, indicating potential recovery [11].

数据统计显示，中证沪深港汽车指数近一个月下跌14.40%，近三个月上涨1.49%，年至今下跌2.65%。 金融界4月10日消息，上证指数高开震荡，中证沪深港汽车指数 (SSH汽车，932425)报1663.08点。 从指数持仓来看，中证沪深港汽车指数十大权重分别为：小鹏汽车-W（9.77%）、理想汽车-W （9.1%）、赛力斯（8.13%）、比亚迪股份（7.37%）、吉利汽车（6.53%）、潍柴动力（6.44%）、上 汽集团（5.6%）、比亚迪（5.56%）、长安汽车（4.71%）、江淮汽车（4.27%）。 从中证沪深港汽车指数持仓样本的行业来看，乘用车占比68.57%、商用车占比22.46%、汽车内饰与外 饰占比4.23%、轮胎占比1.90%、汽车系统部件占比1.79%、汽车电子占比1.06%。 据了解，中证沪深港汽车指数从内地与香港市场选取40家业务涉及汽车制造领域的上市公司作为指数样 本公司，反映内地与香港市场汽车制造领域上市公司证券的整体表现。该指数以2014年12月31日为基 日，以1000.0点为基点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 ...

Core Viewpoint - The automotive sector, as represented by the CSI Automotive Index, has experienced a significant decline over the past month, quarter, and year-to-date, indicating potential challenges in the industry [2]. Group 1: Index Performance - The CSI Automotive Index opened lower but closed higher, increasing by 1.14% to 10,738.18 points, with a trading volume of 40.968 billion [1]. - Over the past month, the CSI Automotive Index has decreased by 10.37%, by 4.59% over the last three months, and by 9.38% year-to-date [2]. Group 2: Index Composition - The CSI Automotive Index is composed of listed companies in the automotive sector, selected from the broader CSI All Share Index, with a base date of December 31, 2004, set at 1,000 points [2]. - The top ten weighted companies in the index are BYD (18.26%), Seres (14.77%), SAIC Motor (10.92%), Changan Automobile (9.18%), JAC Motors (8.31%), Yutong Bus (5.81%), Great Wall Motors (5.11%), BAIC BluePark (4.4%), GAC Group (3.08%), and China National Heavy Duty Truck Group (2.07%) [2]. Group 3: Market Segmentation - The index's holdings are primarily in the consumer discretionary sector, accounting for 74.93%, while the industrial sector makes up 25.07% [3]. - The index undergoes semi-annual adjustments, with changes implemented on the next trading day following the second Friday of June and December [3]. Group 4: Investment Products - Public funds tracking the automotive index include GF CSI Automotive A, GF CSI Automotive C, and GF CSI Automotive ETF [4].