SAIC MOTOR(SH:600104) Xin Lang Cai Jing·2025-09-17 12:14Core Viewpoint - The competition in the smart electric vehicle market has shifted from traditional powertrains to a focus on artificial intelligence, which is reshaping the automotive industry and influencing the development strategies of all automotive companies [1][11]. Group 1: Company Developments - SAIC Motor Corporation, as a leading domestic enterprise, is heavily investing in artificial intelligence technology and has begun product development, launching the new model Roewe M7 DMH equipped with the Doubao deep thinking model, starting at a price of 85,800 yuan [3][12]. - The collaboration between Roewe and Doubao aims to create a more intuitive and emotionally engaging smart cockpit, moving from simple command execution to natural human-machine interaction [3][9]. Group 2: Technological Innovations - Roewe's new model features a "deep thinking" AI cockpit that can understand user intent through context and situational awareness, allowing for more complex interactions compared to traditional systems [4][5]. - The Doubao deep thinking model is designed to cover a wide range of scenarios, enhancing its ability to understand user needs and providing personalized suggestions based on past interactions [6][14]. Group 3: Market Implications - The shift towards software-defined vehicles and AI integration presents a significant opportunity for the Chinese automotive industry to leapfrog traditional development cycles, combining the agility of software with the rigor of automotive engineering [11][17]. - The partnership between Roewe and Doubao represents a new industry model that maximizes the strengths of hardware manufacturers and technology giants, accelerating technological iteration and market responsiveness [17][19].