JAC(SH:600418) 财联社·2025-12-26 10:16Core Viewpoint - The launch and rapid success of the ZunJie S800 marks a significant milestone in the Chinese automotive industry, reshaping consumer perceptions of ultra-luxury vehicles and creating a new market dynamic known as the "ZunJie Effect" [2][7][12]. Group 1: ZunJie S800 Performance and Milestones - The ZunJie S800 has achieved over 10,000 deliveries, setting a new record for luxury vehicle delivery speed in China [1]. - Since its launch, the ZunJie S800 has seen significant sales growth, with 18,000 units ordered within 175 days and a monthly delivery target of 4,000 units [3][15]. - The vehicle's pricing ranges from 708,000 to 1,018,000 yuan, positioning it as a competitive option in the ultra-luxury segment [3]. Group 2: Consumer Reception and Market Impact - The ZunJie S800 has garnered positive consumer feedback, with many buyers appreciating its design, technology, and overall experience compared to traditional luxury brands [4][6]. - The vehicle has attracted high-profile endorsements from celebrities and business leaders, further enhancing its market presence [6]. - The ZunJie S800's sales performance has outpaced competitors, with 4,872 units sold between August and October 2025, surpassing the combined sales of Porsche Panamera and BMW 7 Series [11]. Group 3: Strategic Partnerships and Technological Advancements - The collaboration between Huawei and Jianghuai Automobile has matured, leading to a strategic partnership that enhances the ZunJie S800's market positioning [12]. - The vehicle features advanced technology, including the Tuling Longxing platform and a comprehensive safety system, showcasing significant innovation in the automotive sector [12][13]. - Recent OTA upgrades have added new functionalities, improving user experience and safety features [13]. Group 4: Future Outlook and Financial Projections - Jianghuai Automobile is committed to the ZunJie project, with plans to leverage its brand momentum for future sales growth [15]. - Financial forecasts predict revenue growth for Jianghuai Automobile, with expected revenues of 515.6 billion, 669.5 billion, and 879.5 billion yuan from 2025 to 2027 [15]. - The success of the ZunJie S800 is seen as a transformative event in the luxury car market, challenging traditional notions of luxury and brand prestige [15].