Core Viewpoint - Zhiji is positioned as SAIC's highest-end brand and a key project in the new energy sector, with a focus on increasing sales volume through competitive pricing and new product offerings [3][4]. Group 1: Product Launch and Pricing Strategy - The new generation of Zhiji LS6 has been launched with both pure electric and range-extended versions, with the entry price dropping below 200,000 yuan, a reduction of over 40,000 yuan from the previous model's starting price of 239,900 yuan [3]. - The LS6 marks Zhiji's entry into the range-extended market, which has seen significant growth, with nearly 20 new range-extended models launched this year alone [3]. - Cumulative sales of range-extended vehicles reached 1.167 million units in 2024, representing a year-on-year increase of 78.7%, while sales in the first half of this year were 538,000 units, up 16.5% year-on-year [3]. Group 2: Sales Performance and Goals - In the first eight months of the year, Zhiji's cumulative sales reached approximately 32,000 units, achieving 31.5% of its annual delivery target of 100,000 units, with August sales recorded at 6,569 units [3][4]. - The company expresses confidence in meeting its sales targets, despite acknowledging challenges, particularly with sales typically peaking in Q3 and Q4 [4]. Group 3: Market Positioning and Competition - The launch of the Shangjie brand, developed in collaboration with Huawei, has raised questions about the positioning of Zhiji and its "brother" brand, with the Shangjie H5 priced between 169,800 and 209,800 yuan, also offering pure electric and range-extended options [5]. - The new generation Zhiji LS6 and Shangjie H5 are targeted at different market segments and consumer demographics, indicating a strategic differentiation between the two brands [5].
智己再强调是上汽新能源“一号工程”