SAIC MOTOR(SH:600104) 36氪·2025-07-25 12:46Core Viewpoint - The article emphasizes the emergence of the Shangjie H5 as a new contender in the 200,000 RMB SUV market, leveraging the strengths of both SAIC and Huawei to meet consumer demands for high-quality, intelligent electric vehicles [2][4][50]. Market Context - The automotive market is highly competitive, with consumers primarily seeking good vehicles rather than new brands. The success of models like the ZunJie S800 and Aion M8/M9 demonstrates the demand for quality products [2][3]. - The current market for 200,000 RMB SUVs is dominated by established models such as Volkswagen Tiguan and Toyota RAV4, which have annual sales exceeding 200,000 units [17]. Product Overview - The Shangjie H5 is a mid-to-large-sized new energy SUV, expected to launch in September 2023, offering both pure electric and range-extended powertrains [4][8]. - The vehicle features a wheelbase of 2840mm, a length of 4780mm, and a width of 1910mm, providing a spacious interior compared to competitors [14]. Technological Edge - The H5 will be equipped with Huawei's latest ADS 4 advanced driver-assistance system, showcasing a commitment to integrating cutting-edge technology into a competitively priced vehicle [7][8]. - The vehicle's pure electric range is expected to exceed 655 kilometers, with the range-extended version featuring a 32.6 kWh lithium iron phosphate battery [43]. Strategic Collaboration - The partnership between SAIC and Huawei combines SAIC's robust manufacturing capabilities and supply chain with Huawei's advanced technology and brand recognition, positioning Shangjie for success in the market [22][39]. - SAIC has established a comprehensive vertical supply chain and a strong talent pool, which will support the development and production of the Shangjie H5 [24][25]. Market Positioning - The Shangjie H5 aims to disrupt the 200,000 RMB SUV market by offering superior product features, intelligent technology, and competitive pricing, thus addressing a gap in the current market [18][43]. - The collaboration is expected to create a scalable brand that can leverage Huawei's technological advancements and SAIC's manufacturing prowess to achieve significant market penetration [46][50].