SAIC MOTOR(SH:600104) 经济观察报·2025-07-28 09:53Core Viewpoint - The collaboration between SAIC's MG brand and OPPO aims to leverage each other's strengths, with MG focusing on vehicle sales and OPPO providing technological integration through its "OPPO Smart Driving" system [3][10][16]. Group 1: Product Launch and Marketing Strategy - The new MG4 is the first vehicle to utilize OPPO's "OPPO Smart Driving" system, which integrates mobile technology into the car [3][7]. - MG has opened its first seven pop-up stores, with plans to expand to over 60 cities by August, targeting both first and second-tier markets [5][6]. - The pop-up stores prominently feature OPPO branding and products, indicating a strong marketing partnership [3][6]. Group 2: Operational Dynamics - The pop-up stores are operated independently by MG staff, emphasizing MG's control over the customer experience while utilizing OPPO's technology [6][9]. - The collaboration allows MG to attract a younger demographic, particularly female consumers, by showcasing the MG4 in a modern retail environment [8][10]. Group 3: Market Context and Challenges - MG's domestic sales have been underwhelming, with retail volumes between 7,000 and 10,000 units from January to June, necessitating a shift towards electric vehicles [11][12]. - OPPO faces its own challenges in the smartphone market, with a 9% decline in shipments in Q1 2025, prompting the need for new growth avenues [12][13]. Group 4: Future Prospects and Strategic Goals - The partnership is seen as a starting point for broader collaboration, with plans to integrate OPPO's technology across various SAIC brands and products [16]. - Both companies aim to create a symbiotic relationship where MG benefits from OPPO's technological expertise and customer base, while OPPO gains access to automotive markets [10][14].