转自：北京日报客户端 2024年3月 10日，中国人民政治协商会议第十四届全国委员会第二次会议在北京人民大会堂举行闭幕会。新华社记 者 丁海涛 摄 新华社北京3月10日电 题：从2024年中国两会看高质量发展新蓝图 一年一度的全国两会，一直是观察中国发展和政策走向的重要窗口。 2024年是新中国成立75周年，也是实现“十四五”规划目标任务的关键一年，“高质量发展”成为今年全国 两会热门词汇。这不仅关乎14亿多中国人的福祉，也为世界各国带来发展机遇。 ...

投中网 > 资本市场 > 正文 B轮砸了80亿，国家队又进场了 投中网 | 黎曼 2024-03-02 16:08:00 还在牌桌的玩家正在抓紧造血、融资。 最近，上汽亲儿子，智己汽车宣布获得超80亿元的B轮股权融资，又一笔近年来造车领域的少数巨额融 资。 智己汽车成立于2020年12月，是由上汽集团、张江高科和阿里巴巴集团共同打造的“新势力”，注册资本 高达100亿元。其中，上汽集团出资54亿元，持有54%的股权；张江高科与阿里巴巴各出资18亿元，分 别持有18%股权。 而品牌名“智己”取自《周易 系辞上》“知周乎万物，而道济天下”，意在用智慧周全万物，勤奋探索， 定义、创造、实现时代所驱、用户所需的智慧出行。 颇为显眼的是，智己汽车在本轮融资着重宣传了自己的“新生代大厂国家队”的身份。 智己汽车是业内首个如此直接宣传的车企，给自己主动贴了个标签。背后含义很明显，首先是作为上汽 集团新能源转型的排头兵，是资源足、实力强的“车二代”，宣传文案也写了“上汽集团技术All in、资源 All in、服务All in智己汽车”。 其次，投资方是国家队，并且是“持续看好”。 本轮的投资方是众多银行系。领投机构是中银金 ...

证券代码：600104 证券简称：上汽集团 公告编号:临 2024-008 上海汽车集团股份有限公司（以下简称"公司"或"上汽集团"）于 2023 年 6 月 12 日召开第八届董事会第十五次会议、第八届监事会第 十一次会议，审议通过了《关于以集中竞价方式回购公司股份的议案》， 本次回购股份事项的具体情况详见公司于上海证券交易所网站 www.sse.com.cn 发布的临 2023－030 号公告《上海汽车集团股份有 限公司关于以集中竞价交易方式回购公司股份方案的公告暨回购报 告书》。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律 监管指引第 7 号——回购股份》等规定，公司现将本次回购的进展情 况公告如下： 2024 年 2 月，公司未回购股份。截至 2024 年 2 月 29 日，公司 本次回购已累计回购股份 25,691,600 股，占公司总股本的比例为 0.2220%，购买的最高价为 15.00 元/股、最低价为 13.03 元/股，已 支付的总金额为 349,246,211.23 元（不含交易费用）。 上述回购进展符合既定的本次回购股份方案。公司后续将严格按 照相关规定实施股份回购并及时 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][2] Core Views - The company reported a January wholesale sales increase of 2.90% year-on-year, with significant growth in new energy vehicle sales [2] - The company maintains a strong focus on core technologies, including the new energy three-electric system and a comprehensive layout of intelligent hardware and software [2] - The company is expected to achieve net profits of 13.42 billion, 16.62 billion, and 22.71 billion yuan for the years 2023, 2024, and 2025 respectively, with corresponding EPS of 1.16, 1.44, and 1.96 yuan [2] Financial Performance Summary - Total revenue (in million yuan) for the years 2021A to 2025E is projected as follows: 779,846, 744,063, 725,471, 740,858, and 798,868 respectively, with year-on-year growth rates of 5.08%, -4.59%, -2.50%, 2.12%, and 7.83% [1][7] - Net profit attributable to the parent company (in million yuan) is forecasted to be 24,533, 16,118, 13,417, 16,617, and 22,709 for the years 2021A to 2025E, with year-on-year changes of 20.08%, -34.30%, -16.76%, 23.85%, and 36.66% [1][7] - The latest diluted EPS is expected to be 2.12, 1.39, 1.16, 1.44, and 1.96 for the years 2021A to 2025E, with corresponding P/E ratios of 6.87, 10.45, 12.55, 10.14, and 7.42 [1][7] Market and Production Insights - In January 2024, the company produced 243,883 vehicles, with a month-on-month decrease of 11.45% and a year-on-year decrease of 59.91% [1] - The company exported 64,200 vehicles in January, with a year-on-year decrease of 16.23% and a month-on-month decrease of 54.58% [2] - The penetration rate of new energy vehicles reached 26.27% in January, showing a year-on-year increase of 12.7 percentage points [2]

证券代码：600104 证券简称：上汽集团 公告编号：临 2024－007 上海汽车集团股份有限公司 关于迁回原址办公的公告 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、准确性和完整性承法律责任。 公司位于上海市静安区威海路 489 号的原办公大楼已整体修缮 完工，自 2024 年 2 月 18 日起，公司从上海市徐汇区漕溪北路 400 号 迁回原址办公，现将有关信息公告如下： 上海汽车集团股份有限公司 董事会 2024 年 2 月 19 日 1 办公地址：上海市静安区威海路 489 号 邮政编码：200041 公司联系电话、传真、电子邮箱、官方网站等其他基本信息不变， 敬请广大投资者注意。 特此公告。 ...

Investment Rating - The investment rating for the company is to "continue to pay attention" due to its accelerated transition to new energy products and ongoing brand expansion overseas [6]. Core Views - The company achieved a strong start in January 2024 with wholesale sales of 244,900 vehicles, a year-on-year increase of 2.9%, while retail sales exceeded 450,000 vehicles, marking a nearly 50% year-on-year growth [3]. - The performance of the company's self-owned brands was particularly notable, with significant increases in sales for models such as the Zhiji LS6 and Wuling Xingguang, contributing to a robust growth in new energy vehicle sales [4]. - The company is expanding its international operations, with overseas retail sales growing over 20% year-on-year, despite a decline in wholesale sales due to logistical challenges [5]. Financial Performance and Forecast - The company is projected to achieve revenues of 742 billion, 791 billion, and 844 billion yuan for the years 2023, 2024, and 2025, respectively, with corresponding growth rates of 2.9%, 6.6%, and 6.7% [6]. - The net profit attributable to the parent company is expected to be 15.6 billion, 17.3 billion, and 18.1 billion yuan for the same years, with growth rates of -3.3%, 11.2%, and 4.6% [6]. - The current price-to-earnings (P/E) ratios are projected to be 10.8, 9.7, and 9.3 for the years 2023, 2024, and 2025, respectively, indicating a favorable valuation [6].

Investment Rating - The report maintains a "Recommended" rating for the company [2][5]. Core Views - The company reported a strong retail performance in January 2024, with wholesale sales of 245,000 vehicles, a year-on-year increase of 2.9%, despite a month-on-month decrease of 61.5% [1]. - The company is experiencing robust demand for its new energy vehicles, with January sales reaching 64,000 units, a year-on-year increase of 66.7% [1]. - The company is accelerating its electric vehicle transformation, with significant sales from its brands such as Wuling and Roewe, and a strong performance from the ID family of vehicles [1]. - The company achieved overseas sales of 1.208 million vehicles in 2023, a year-on-year increase of 18.8%, and plans to establish a vehicle factory in Europe to enhance its global presence [1]. Summary by Relevant Sections Sales Performance - In January 2024, the company’s wholesale sales were 245,000 vehicles, with a breakdown showing SAIC Volkswagen at 95,000 vehicles (up 32.0% YoY), SAIC General at 36,000 vehicles (down 34.5% YoY), and SAIC Passenger Cars at 51,000 vehicles (down 9.2% YoY) [1]. - Retail sales reached 450,000 vehicles in January, marking a nearly 50% year-on-year increase [1]. New Energy Vehicles - The company’s new energy vehicle sales in January were 64,000 units, reflecting a 66.7% increase year-on-year, although down 70.7% month-on-month [1]. - The Roewe D7 DMH achieved monthly sales of over 6,000 units, ranking in the top three for mid-size hybrid sedans [1]. Overseas Expansion - The company’s overseas sales reached 1.208 million vehicles in 2023, with a 24% share of new energy vehicles [1]. - In January 2024, overseas sales were 64,000 vehicles, a decrease of 16.2% year-on-year, but retail in overseas markets exceeded 80,000 vehicles, up over 20% [1]. Financial Projections - The company forecasts revenues of 775 billion, 795 billion, and 819 billion yuan for 2023, 2024, and 2025 respectively, with net profits of 15.233 billion, 17.019 billion, and 18.327 billion yuan [2][5]. - The earnings per share (EPS) are projected to be 1.32, 1.47, and 1.58 yuan for the same years, with corresponding price-to-earnings (PE) ratios of 11, 10, and 9 times [2][5].

证券代码：600104 证券简称：上汽集团 公告编号：临 2024-006 上海汽车集团股份有限公司 关于子公司投资设立上海上汽创远创业投资 合伙企业（有限合伙）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： 投资标的名称：上海上汽创远创业投资合伙企业（有限合伙）（以 市场监督管理局核准的名称为准，以下简称"有限合伙企业"或"基 金"） 投资金额：上海汽车集团股份有限公司（以下简称"公司"）全资 子公司上海汽车集团金控管理有限公司（以下简称"上汽金控"）、上 海汽车创业投资有限公司（以下简称"上汽创投"）拟与上海尚颀投 资管理合伙企业（有限合伙）（以下简称"尚颀资本"）、上海上汽恒 旭投资管理有限公司（以下简称"恒旭资本"）共同出资设立上海上 汽创远创业投资合伙企业（有限合伙），认缴出资总额为人民币 60.04 亿元，其中上汽金控认缴出资 58 亿元、上汽创投认缴出资 2 亿元、 尚颀资本认缴出资 200 万元、恒旭资本认缴出资 200 万元。 风险提示：本次投资的基金尚处于设立过程中，基金具有投资周 ...

公告编号:临 2024-005 上海汽车集团股份有限公司2024年1月份产销快报 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、误导怪陈述或者重大遗漏。并对其内容的真实性、准确性和完整性承担法律责任。 上海汽车集团股份有限公司2024年1月份产销快报数据如下: | 車位 | | | | 产量(辆) | | | | | | 销量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 上汽大众 | 93,297 | 75,643 | 23.34% | 93,297 | 75,643 | 23.34% | 95.053 | 72,008 | 32.00% | 95,053 | 72,008 | 32.00% | | 汽车有限公司 | | ...