其中，2025年MG Hybrid+ 家族销售13.7万辆，同比大涨300%；MG纯电家族销售4.6万辆，在反补贴税 的严峻挑战下，市场影响力稳步提升。截至目前，上汽MG在意大利、西班牙、法国的历史累计销量均 突破10万辆；在英国的历史累计销量突破37万辆，其中纯电动车销量突破10万辆。 12月20日，最新数据显示，2025年上汽MG在欧洲市场销量突破30万辆大关，连续11年蝉联中国汽车品 牌欧洲销量冠军。在智能电动创新技术的持续赋能下，中国汽车品牌在"世界汽车发源地"成功跻身主流 阵营。 数据显示，作为欧洲市场表现最好的中国品牌，2021年上汽MG在欧销量突破5万辆，2022年欧洲成为 上汽MG首个"10万辆级"海外区域市场，2023年在欧销量突破"20万辆级"，2025年在欧销量突破"30万辆 级"，同比增长近30%。 今年上半年，上汽集团正式发布海外战略3.0——"Glocal战略"，即"全球+本土"的组合战略。未来3年， 依托自身深厚的电动智能网联技术积累，上汽将打造包括SUV、轿车、MPV、皮卡在内的17款全新海 外车型，搭载全新HEV混合动力系统的车型将覆盖全球主流细分市场，固态电池等颠覆性技术也 ...

编辑 白昊天 新京报贝壳财经讯 12月20日，上汽集团发布最新数据显示，2025年上汽MG（即上汽名爵）在欧洲市场 销量突破30万辆。 ...

Core Insights - SAIC Volkswagen held a media exchange event in Changsha, focusing on its dual strategy of fuel and electric vehicles, showcasing its achievements and future plans for the ID.ERA flagship model [1][3][5] Group 1: Intelligent Navigation and Dual Strategy - SAIC Volkswagen demonstrated its dual advantages in both fuel and new energy vehicles through an intelligent product matrix, featuring models like the 2026 Touareg Pro with a fifth-generation EA888 engine and 4MOTION intelligent four-wheel drive [3] - The 2026 Tiguan L Pro is equipped with IQ.Light HD pixel headlights and L2++ level IQ.Pilot driving assistance system, enabling hands-free driving for 30 seconds in highway scenarios [3] - The Passat Pro 2026 redefines the intelligent benchmark for mid-to-high-end sedans with its IQ.Drive system and high-speed NOA functionality [3] - The ID.3 Smart version is highlighted as the "king of cost-performance" in the joint venture pure electric market, offering a range of 451 km with a starting price of 119,888 yuan [3] Group 2: New Era with ID.ERA Flagship - The ID.ERA flagship model is built on a new pure electric platform, featuring an efficient electric drive system and intelligent cockpit technology, supporting multi-modal interaction and integrated AI functions [5] - The vehicle is designed as a six-seat extended-range SUV, balancing space and range, with plans for accelerated development of new energy channels to create an integrated user experience encompassing purchase, charging, and service [5] Group 3: Media Interaction and Industry Trends - The event included discussions on the development trends of automotive new media and the roles of SAIC Volkswagen, new media, and traditional media in this context [6] - Key topics included collaboration between new media and automotive brands to provide valuable information, the impact of rapid iterations in new energy vehicles, and media expectations for the ID.ERA [6] - The exchange highlighted the synergy between fuel and new energy vehicles under the "oil-electric intelligence" strategy, with the upcoming ID.ERA flagship marking a new era for the brand's "full energy" layout [6]

Group 1 - The Jiangsu base of SAIC Volkswagen is accelerating the production of new energy vehicles, with plans to introduce multiple models, including the Passat hybrid [1] - The number of core first-tier suppliers in the automotive industry park has increased by approximately 18% compared to last year, forming an efficient supply chain within a 20-kilometer radius [1] - The city of Yangzhou aims to achieve a scale of 100 billion in the automotive and parts industry during the 14th Five-Year Plan period, focusing on high-end, intelligent, and green development [1] Group 2 - The newly established Fengshang Smart Park is implementing smart upgrades in traditional feed factories, integrating advanced technologies like industrial internet and digital twin [2] - Yangzhou is developing a low-altitude flying vehicle for public use, which is expected to revolutionize urban transportation [2] - The East China Aviation Valley aims to attract 20 leading enterprises and gather 100 chain enterprises, targeting a total output value of 10 billion during the 14th Five-Year Plan period [2] Group 3 - During the 14th Five-Year Plan, Yangzhou has implemented 1,841 major provincial and municipal projects with an investment of approximately 840 billion [3] - The city plans to leverage new quality productivity as an engine for development, focusing on six major areas including technological innovation and infrastructure [3] - Yangzhou aims to support high-quality growth towards becoming a "trillion city" through systematic planning and execution of major construction projects [3]

Group 1: Automotive Industry Developments - The SAIC Volkswagen Jiangsu base is enhancing its production capabilities with an upgraded new energy vehicle production line, aiming to launch multiple new energy models, including the Passat hybrid [1] - The introduction of the Passat model is expected to significantly boost the local automotive parts supply chain, with the number of core suppliers increasing by approximately 18% compared to last year [1] - The local government aims to achieve a scale of 100 billion yuan for the automotive and parts industry during the "14th Five-Year Plan" period, focusing on high-end, intelligent, and green development [1] Group 2: Emerging Industries and Technological Advancements - Yangzhou is focusing on attracting major projects that align with its "613" industrial system, emphasizing the development of emerging and future industries, as well as the cultivation of platform economies [2] - The newly established Fengshang Smart Park is implementing advanced technologies like industrial internet and digital twin, aiming to create a world-class intelligent manufacturing base [2] - The aviation industry in Yangzhou is developing low-altitude flying vehicles, with plans for initial applications in public service and potential expansion into civilian use [3] Group 3: Major Project Investments and Future Goals - During the "14th Five-Year Plan," Yangzhou has implemented 1,841 major projects with a total investment of approximately 840 billion yuan, showcasing significant investment effects [4] - The city plans to leverage new productive forces to support the construction of three major cities, focusing on technology innovation, infrastructure, and social welfare projects [4] - The goal for the "15th Five-Year Plan" period includes attracting 20 leading enterprises and achieving a total output value of 10 billion yuan in the aviation sector [3][4]

Core Viewpoint - The company has invested over 150 billion yuan in electrification and intelligence, achieving significant technological advancements in the automotive sector [1] Group 1: Investment and Technological Development - The company has cumulatively invested more than 150 billion yuan in the fields of electrification and intelligence [1] - The company has developed nearly 26,000 effective patents covering three major vehicle platforms: pure electric, hybrid, and hydrogen energy [1] - The company has established seven major technological foundations, including battery, electric drive, super hybrid systems, and full-stack intelligent vehicle solutions [1] Group 2: Industry Leadership and Innovations - The company has achieved mass production of industry-leading technologies such as the first-generation solid-state battery and the "Galaxy" full-stack intelligent vehicle solution [1] - The company is advancing the collaborative development of "algorithm + software + chips" and the application of new technologies like AI large models in vehicles [1] - The company encourages attention to new vehicle releases from various automakers in the upcoming year [1]

Core Insights - The Ministry of Industry and Information Technology has issued the first batch of L3 conditional autonomous driving vehicle permits, with Xiaomi Auto being the latest company to obtain an L3 road testing license in Beijing [1][14] - The report indicates that by September 2025, 23 companies, including Xiaomi, have accumulated over 60.27 million kilometers of operation with 750 autonomous passenger vehicles [1][14] - The L3 autonomous driving permit process follows a structured pathway, and companies are categorized into those with official "entry permits" and those with "road licenses" for internal testing [1][14] Company Developments - Changan Automobile's "Deep Blue SL03" has received L3 permit for operation in specific congested areas in Chongqing [2][15] - BAIC Blue Valley's "ARCFOX Alpha S" has been granted L3 permit for operation on specific highways in Beijing [2][15] - BYD was the first to obtain an L3 road testing license in July 2023 and has begun large-scale road validation [3][16] - Seres (Wenjie) has obtained L3 testing permits primarily in Chongqing and Shenzhen for its Wenjie M9 model [4][17] - SAIC Group has received two L3 road permits, making it one of the companies with the most licenses [4][17] - NIO has been selected for the first batch of L3/L4 autonomous driving permits and road testing trials [5][17] - GAC Group has made progress in L3 autonomous driving technology [6][18] - JAC Motors has obtained L3 road testing permits [7][19] - Foton Motor has completed the development and acceptance of L3 autonomous driving prototypes [8][20] - Yutong Bus is the first in the bus industry to enter the L3 autonomous driving pilot program [9][21] - FAW Jiefang's high-level autonomous driving truck J7 L3 has completed road testing [10][22] Industry Trends - The transition to L3 autonomous driving represents a significant technological milestone, shifting driving control and accident liability from the driver to the system itself [10][22] - Multiple institutions emphasize the hardware upgrade logic due to the increased safety and reliability requirements associated with L3 [11][23] - The regulatory framework for L3 permits indicates a closed loop in product safety, network security, and accident liability, alleviating long-standing compliance concerns for automakers [12][23] - The commercialization of L3 is expected to drive the mass application of intelligent chassis technologies, including active suspension, electronic brake-by-wire (EMB), and steer-by-wire (SBW) systems [12][23][24] - Specific components benefiting from this trend include active suspension systems from companies like Baolong Technology and Top Group, EMB systems from Bertel and Asia Pacific Holdings, and SBW systems from companies like Nexperia [12][24]

Core Viewpoint - SAIC Motor Group indirectly holds a 15.28% stake in Qingtai Energy, indicating a strategic investment in the energy sector focused on battery technology [1] Group 1: Company Information - SAIC Motor Group's subsidiary, Huayu Automotive, has established a joint venture with Qingtai Energy named Qingtai Power, which specializes in semi-solid and all-solid-state batteries [1] - Qingtai Power's main customers include SAIC Passenger Cars and other automotive manufacturers, highlighting the company's integration within the automotive supply chain [1] Group 2: Product Development - The all-solid-state battery production line at Qingtai Power has achieved full connectivity in Shanghai Anting, with sample production expected to commence by the end of this year [1] - Testing of all-solid-state battery prototypes is scheduled for next year, with a target to achieve mass production and delivery by 2027 [1]

Core Viewpoint - The company has maintained good communication and interaction with both institutional and retail investors over the long term [1] Group 1 - The company utilizes various formats to convey its value to investors, including strategic release meetings, new product launches, auto shows, performance briefings, and broker strategy meetings [1] - The company engages in roadshows and reverse roadshows as part of its investor communication strategy [1]

Group 1 - The core viewpoint of the article is that SAIC Motor Corporation (600104) is committed to launching multiple new products through its subsidiary vehicle enterprises, aiming to enhance its product offerings and strengthen its brand tags of "long range, intelligent control, and safety quality" to create a differentiated competitive advantage [1] Group 2 - The company emphasizes the importance of diversifying its product supply to meet market demands [1] - The focus on "long range, intelligent control, and safety quality" indicates a strategic direction towards advanced automotive technology and consumer safety [1] - The initiative reflects the company's efforts to establish a unique position in the competitive automotive market [1]