SAIC MOTOR(SH:600104) 雷峰网·2025-02-28 10:02Core Viewpoint - The integration of Zero束 Technology into SAIC's R&D headquarters is aimed at streamlining operations and enhancing decision-making within the company's passenger vehicle segment, particularly in autonomous driving and software capabilities [2][3][5]. Group 1: Integration and Organizational Changes - Zero束 Technology will be merged into SAIC's R&D headquarters, with discussions ongoing regarding team collaboration and organizational structure [2]. - The integration notice is expected to be issued by March, affecting various departments including R&D and marketing across SAIC's brands [2]. - The new passenger vehicle segment, led by SAIC's new president, aims to consolidate resources and focus on core business areas [3]. Group 2: Performance and Challenges - Internal sources indicate that SAIC has struggled to produce significant results in self-developed autonomous driving technologies, with a limited team size of under 1,000 and a lack of decisive action on electric vehicle transitions [4]. - The company has faced challenges in both urban and highway autonomous driving capabilities, attributed to insufficient investment and a dispersed team structure [4]. Group 3: Strategic Partnerships - The partnership with Huawei is seen as a move to address SAIC's deficiencies in software and marketing, with expectations that the integration process will continue into mid-year [5].