上汽集团（600104）(600104.SH)发布公告，为深化创新转型发展，持续完善公司在汽车产业新赛道上 的前瞻布局，围绕主责主业通过产业投资探索加快形成新质生产力，公司全资子公司上汽金控拟与浙江 财通、宁波甬元、余姚舜欣、国泰君安证裕、上海恒屹皓、恒旭资本共同出资设立宁波甬元隽昇股权投 资合伙企业(有限合伙)，基金投资方向围绕新质生产力，重点投向智能电动汽车产业生态及其上下游延 伸的泛科技制造赛道。基金首次认缴规模为人民币10.9亿元，其中上汽金控作为有限合伙人认缴2.7亿 元，持有其24.8%份额。 ...

证券代码：600104 证券简称：上汽集团 公告编号：临 2025-052 上海汽车集团股份有限公司 关于子公司投资设立宁波甬元隽昇股权投资合伙企 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：宁波甬元隽昇股权投资合伙企业（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"）拟 与浙江甬元财通富浙高端装备产业股权投资合伙企业（有限合伙）（以 下简称"浙江财通"）、宁波市甬元投资基金有限公司（以下简称"宁 波甬元"）、余姚市舜欣投资有限公司（以下简称"余姚舜欣"）、国 泰君安证裕投资有限公司（以下简称"国泰君安证裕"）、上海恒屹 皓管理咨询合伙企业（有限合伙）（以下简称"上海恒屹皓"）、上海 恒旭创领私募基金管理有限公司（以下简称"恒旭资本"）共同出资 设立宁波甬元隽昇股权投资合伙企业（有限合伙），基金首次认缴规 模为人民币 ...

上海汽车集团股份有限公司2025年11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。 证券代码：600104 证券简称：上汽集团 公告编号：临 2025－051 上海汽车集团股份有限公司2025年11月份产销快报数据如下： 注 3：其他主要含上海申沃客车有限公司、上汽红岩汽车有限公司、南京依维柯汽车有限公司等。 上海汽车集团股份有限公司 董事会 2025年12月2日 1 | | | | | 产 量（辆） | | | | | 销 | 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单 位 | 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 汽车有限公司 | 96,795 | 13 ...

上汽集团同日公告，公司全资子公司上汽金控拟与浙江财通、宁波甬元、余姚舜欣、国泰君安证裕、上 海恒屹皓、恒旭资本共同出资设立宁波甬元隽昇股权投资合伙企业(有限合伙)，基金投资方向围绕新质 生产力，重点投向智能电动汽车产业生态及其上下游延伸的泛科技制造赛道。基金首次认缴规模为10.9 亿元，其中上汽金控作为有限合伙人认缴2.7亿元，持有其24.8%份额。 人民财讯12月1日电，上汽集团（600104）12月1日公告，2025年11月份整车销量合计46.08万辆，同比 下降3.75%。其中，新能源汽车销量20.94万辆，同比增长19.75%。2025年1—11月份累计实现整车销量 410.81万辆，同比增长16.38%。 ...

Core Insights - SAIC Group's wholly-owned subsidiary, SAIC Finance, plans to establish an investment fund focusing on the smart electric vehicle industry and its upstream and downstream technology manufacturing sectors [1] Group 1 - The fund will be established in partnership with Zhejiang Caitong, Ningbo Yongyuan, Yuyao Shunxin, Guotai Junan Zhenyu, Shanghai Hengyihao, and Hengxu Capital [1] - The initial subscription scale of the fund is set at RMB 1.09 billion, with SAIC Finance contributing RMB 270 million, holding a 24.8% stake in the fund [1] - The investment direction of the fund will revolve around new productive forces, emphasizing the smart electric vehicle industry ecosystem and its related technology manufacturing sectors [1]

格隆汇12月1日丨上汽集团(600104.SH)公布，为深化创新转型发展，持续完善公司在汽车产业新赛道上 的前瞻布局，围绕主责主业通过产业投资探索加快形成新质生产力，公司全资子公司上汽金控拟与浙江 财通、宁波甬元、余姚舜欣、国泰君安证裕、上海恒屹皓、恒旭资本共同出资设立宁波甬元隽昇股权投 资合伙企业（有限合伙），基金投资方向围绕新质生产力，重点投向智能电动汽车产业生态及其上下游 延伸的泛科技制造赛道。基金首次认缴规模为人民币10.9亿元，其中上汽金控作为有限合伙人认缴2.7亿 元，持有其24.8%份额。 ...

Core Insights - SAIC Motor Corporation (600104) reported November sales data, with total vehicle sales reaching 4.108 million units from January to November, representing a year-on-year increase of 16.4%, surpassing last year's total sales [1] Sales Performance - Domestic brand sales in Hong Kong reached 2.666 million units, showing a year-on-year growth of 25.7% [1] - New energy vehicle sales totaled 1.499 million units, reflecting a year-on-year increase of 38.8% [1] - Overseas market sales amounted to 969,000 units, with a year-on-year growth of 3.4% [1] Monthly Sales Breakdown - In November, domestic brand sales were 316,000 units, marking a year-on-year increase of 9.5%, with the total sales proportion of domestic brands rising to 64.9% for the first eleven months [1] - SAIC Passenger Vehicle sales exceeded 100,000 units in November, while SAIC-GM-Wuling and SAIC Maxus continued to show growth [1] - New energy vehicle sales in November reached 209,000 units, achieving a new monthly high for three consecutive months; the Zhiji brand also surpassed 10,000 units for three months in a row, with the new MG4 semi-solid model set for delivery in December [1] Overseas Market Growth - In November, SAIC's overseas sales were 107,000 units, reflecting a year-on-year increase of 13.9%, with a cumulative total of 969,000 units for the first eleven months [1] - The MG brand maintained a leading position in the European market, with 285,000 units delivered from January to October, achieving significant growth in markets such as Spain, France, and Poland [1]

Core Insights - SAIC Motor Corporation reported a total vehicle sales of approximately 4.108 million units in the first 11 months of this year, representing a year-on-year increase of 16.4% [1] - The sales volume has already surpassed the total sales for the previous year [1] Group 1: Sales Performance - Sales of the company's own brands reached 2.666 million units, marking a year-on-year growth of 25.7% [1] - Sales of new energy vehicles amounted to 1.499 million units, reflecting a year-on-year increase of 38.8% [1] - Sales in overseas markets totaled 969,000 units, which is a year-on-year growth of 3.4% [1]

Core Viewpoint - SAIC Motor Corporation reported a total vehicle sales of 4.108 million units from January to November, representing a year-on-year increase of 16.4%, surpassing the total sales of the previous year [1] Group 1: Sales Performance - The sales of SAIC's self-owned brands reached 2.666 million units, showing a year-on-year growth of 25.7% [1] - Sales of new energy vehicles amounted to 1.499 million units, reflecting a year-on-year increase of 38.8% [1] - Sales in overseas markets reached 969,000 units, with a year-on-year growth of 3.4% [1] Group 2: Future Outlook - The company anticipates that the positive momentum from self-owned brands, new energy vehicles, and overseas markets, referred to as the "new three driving forces," will contribute to a rapid growth in overall sales for the year [1]

Core Insights - The passenger car sector experienced a rise of 1.37% on December 1, with Sairus leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Passenger Car Sector Performance - Sairus (601127) closed at 131.22, with a gain of 3.99% and a trading volume of 273,600 shares, amounting to a transaction value of 354.9 million [1] - SAIC Motor (600104) closed at 15.47, up 3.34%, with a trading volume of 1,783,500 shares and a transaction value of 276.6 million [1] - Great Wall Motors (601633) closed at 22.12, gaining 1.00%, with a trading volume of 148,300 shares and a transaction value of 32.7 million [1] - BYD (002594) closed at 95.77, up 0.63%, with a trading volume of 233,700 shares and a transaction value of 2.237 billion [1] - Changan Automobile (000625) closed at 11.93, down 0.08%, with a trading volume of 365,400 shares and a transaction value of 43.5 million [1] - BAIC Blue Valley (600733) closed at 7.79, down 0.64%, with a trading volume of 867,900 shares and a transaction value of 679 million [1] - Haima Automobile (000572) closed at 8.94, down 1.11%, with a trading volume of 1,948,900 shares and a transaction value of 1.753 billion [1] - GAC Group (601238) closed at 66.8, down 2.81%, with a trading volume of 2,048,400 shares and a transaction value of 1.861 billion [1] Fund Flow Analysis - The passenger car sector saw a net inflow of 50.42 million from main funds, while retail funds experienced a net inflow of 54.51 million [1] - Main funds showed a net inflow of 270 million for Sairus, while retail funds had a net outflow of 210 million [2] - SAIC Motor had a main fund net inflow of 216 million, with retail funds showing a net outflow of 244 million [2] - BYD experienced a net inflow of 33.58 million from main funds, while retail funds had a net outflow of 67.91 million [2] - Great Wall Motors had a minor net inflow of 939,900 from main funds, with retail funds showing a net outflow of 21.43 million [2] - Changan Automobile had a net outflow of 15.60 million from main funds, while retail funds had a net inflow of 26.67 million [2] - BAIC Blue Valley had a significant net outflow of 1.15 billion from main funds, with retail funds showing a net inflow of 1.30 billion [2] - GAC Group had a net outflow of 2.69 million from main funds, while retail funds had a net inflow of 27.51 million [2]