（上汽集团。企业供图） 中经记者 夏治斌 石英婧 上海报道 "过去一年，我们开启了全面深化改革的新征程。在市委市政府的坚强领导下，全体上汽人聚焦主业， 优化结构，整合资源，以'干字当头，奋力一跳'的拼搏姿态，扎实推进各项改革部署。上汽集团实现筑 底企稳，回升提速态势渐显，改革攻坚取得了阶段性成效。" 2025年12月31日，上海汽车集团股份有限公司（600104.SH，以下简称"上汽集团"）在题为《与时代同 频，与用户同行》的新年贺词中如是总结道。 这份亮眼的答卷，正由一系列扎实的经营数据勾勒而成。2025年，上汽集团以全面深化改革为抓手，重 点聚焦自主品牌建设和智电技术突破，不断加快创新转型步伐，全年销售整车450.7万辆，同比增长 12.3%，终端零售销量达到467万辆，继续保持国内行业领先。 数据亮眼，源于上汽集团多业务板块的协同发力。上汽集团方面在新年贺词中提到："这一年，我们推 动自主品牌、合资业务、海外市场协同并进，实现整车销售同比两位数增长。自主品牌勇挑大梁，乘用 车和商用车通过系列改革，打通产品定义、研发、生产和营销全链路，更贴近用户需求，更敏捷响应市 场；合资业务焕新升级，与大众、奥迪、通用 ...

跨界合作方面，上汽秉持"平权驱动进阶，共创美好出行"发展战略，坚持创新技术攻坚、产业生态合作 的双轮驱动，通过与华为、Momenta、地平线、OPPO、豆包等生态伙伴深化合作，共同打造"共创共 赢"智能出行新生态，加速全球顶尖技术落地应用。 其中，2025年，上汽与华为共同推出全新品牌"SAIC尚界"，搭载华为智慧出行解决方案，并通过上汽 高端精密的制造能力、全球制造标准，以及鸿蒙智行严苛的质量管理体系，专注为消费者打造超耐用、 高安全和高可靠的车辆，为千家万户打造高品质的出行生活；首款产品尚界H5，单月销量已成功破 万。 海外布局方面，2025年，上汽正式发布海外战略3.0——Glocal战略，即"全球+本土"的组合战略，积极 打造本地化体系生态和全球汽车品牌，推动从"产品出海"向"价值链出海"的升级。全年海外市场销量达 到107.1万辆，同比增长3.1%，在行业中继续名列前茅。其中，在欧洲，1—12月上汽MG销售超过30万 辆，同比增长近30%，历史累计销量接近百万辆大关，中国汽车品牌在"全球汽车发源地"成功跻身主流 阵营；在印度，上汽MG销售7万辆，同比增长17.8%；在泰国，上汽MG销售2.9万辆，同 ...

2025年，上汽集团以全面深化改革为抓手，重点聚焦自主品牌建设和智电技术突破，不断加快创新转型 步伐，全年销售整车450.7万辆，同比增长12.3%，终端零售销量达到467万辆，继续保持国内行业领 先，经营实现筑底企稳，回升提速态势渐显，改革攻坚取得阶段性成效。 整车板块"向好向新" 通过自主品牌乘用车、商用车业务实施一体化管理，上汽积极构建更灵活高效的运营体制机制，打通产 品定义、研发、生产和营销全链路，更贴近用户需求、更敏捷响应市场。2025年，上汽自主品牌（荣 威、MG、智己、大通、五菱、宝骏等）销量达到292.8万辆，同比增长21.6%，在集团整体销量中的占 比达到65%，较2024年提高了5个百分点，在竞逐智电新赛道的关键阶段，自主品牌成为上汽创新发展 的"主力军"和"急先锋"。 在自主品牌勇挑大梁的同时，合资品牌也在积极焕新转型。2025年4月份，上汽通用汽车别克品牌推出 全新高端新能源子品牌——"至境"，并发布全新别克"逍遥"超级融合架构。新架构具备超强拓展能力， 可实现MPV/SUV/轿车3种全车身形式，纯电/插混/增程3种全新能源技术，以及前驱/后驱/四驱3种全驱 动方式研发生产，满足未来全 ...

智己发布五周年内部信，已实现单月盈利； 丰田11月全球销量、中国销量双双下滑； 关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 今日新闻要点： 1、 智己发布五周年内部信，已实现单月盈利 12月25日，智己汽车发布五周年内部信，宣布 12月首次实现全成本口径盈利，同时 对明年做出规划： 加速线控底盘量产落地、推动 L3 级自动驾驶的规模 化应用、持续完善产品矩阵以及扩大海外市场布局 。 亲爱的各位智己人: 岁末收官,暖意盈怀。智己汽车迎来五周岁生日之际,作为并肩的战友,我们谨代表管理层以最真挚的心意,向 每一位全力以赴的智己人,道一声:感谢有你,幸甚同行! 回望2025这一年,我们携手携刻了诸多值得铭记的"智己时刻"。这一年,我们以技术破局者的姿态迈入了品牌发 展的全新阶段,用"不妥协、不设限、不随流"的扎实行动,圆满回应了用户的期待与集团的嘱托。 这一年,是技术突破与用户需求的精准共鸣,我们重大的技术突破「恒星超级增程」的首发落地,不仅创造了新 能源的全新品类,彻底解决了用户对新能源的 ...

Core Insights - The competition in China's luxury electric vehicle market, particularly the "9 series," is intensifying with various brands vying for dominance through innovative strategies and technology [1][10] - New entrants like Leapmotor D19, Lantu Taisan, and Zhiji LS9 are redefining the flagship segment by focusing on core technologies rather than merely enhancing specifications [1][10] Technical Pathways - Leapmotor adopts a "counter-consensus" approach by using a pure electric mindset for range extension, featuring an 80.3 kWh battery with a pure electric range of 500 km and a smaller fuel tank [2][3] - Zhiji LS9 emphasizes a "star super range" concept with a 66 kWh battery, claiming a comprehensive electric experience for 1500 km, while maintaining low energy consumption [3][4] - Lantu Taisan combines a 1.5T engine with dual motors in an 800V hybrid system, achieving a pure electric range of 370 km and a total range exceeding 1400 km [3][4] Cost Control and Pricing Strategies - Zhiji LS9 is priced between 322,800 to 352,800 yuan, strategically avoiding direct competition with other models while leveraging SAIC's supply chain advantages [6][9] - Leapmotor emphasizes "conscientious pricing" by focusing on high-quality suppliers for critical components while self-developing other parts to optimize costs [6][7] - Lantu aims for aggressive pricing through localized manufacturing, enhancing cost advantages and ensuring supply chain security [7][8] Brand System Competition - The competition among flagship models extends beyond product features to brand system capabilities, with Lantu achieving significant sales growth through user engagement and feedback mechanisms [9][10] - Zhiji focuses on long-term brand recognition through technological differentiation, while Leapmotor employs a "dimensional attack" strategy to penetrate the high-end market [9][10] - The entry of Leapmotor D19, Zhiji LS9, and Lantu Taisan signifies a more complex competitive landscape, where technology, pricing, and brand systems play crucial roles in determining market success [10]

Core Insights - The "9 series" in China's new energy vehicle market has evolved into a symbol of luxury flagship models, with intense competition among brands like Li Auto, AITO, Zeekr, Leap Motor, and Lantu [1] - New entrants are adopting disruptive strategies to challenge established players, focusing on core technologies rather than merely competing on specifications [1] Technical Pathways - Different brands are pursuing distinct technical solutions for hybrid systems, with Leap Motor opting for a "counter-consensus" approach by using a pure electric mindset for range extension, featuring an 80.3 kWh battery and a 500 km electric range [2][3] - AITO's LS9 emphasizes a "star super range" concept with a 66 kWh battery, aiming for a seamless electric driving experience even in low battery conditions, achieving a fuel consumption of 2.81 L/100 km [3] - Lantu's Taishan adopts a hybrid approach with an 800V intelligent super hybrid system, combining a 1.5T engine and dual motors, achieving a pure electric range of 370 km and a total range exceeding 1400 km [3] Differentiated Strategies - Leap Motor focuses on maximizing electric usage for user experience, while AITO emphasizes a balanced approach between technology compatibility and user experience [4] - AITO's LS9 features advanced technologies like a digital chassis for improved maneuverability, while Lantu collaborates with tech giants for enhanced product competitiveness [4] Cost Control and Pricing Strategies - Cost control is crucial for pricing flexibility in the luxury car market, with AITO LS9 priced between 322,800 to 352,800 yuan, strategically avoiding direct competition with other models [6] - Leap Motor emphasizes "conscientious pricing" and self-research for core components, aiming to keep costs low while ensuring safety and reliability [6][7] - Lantu aims for aggressive pricing strategies through local manufacturing and deep supply chain integration, enhancing cost advantages [7] Brand System Competition - The competition among flagship models extends beyond product features to brand system capabilities, with Lantu achieving significant sales growth attributed to technology self-research and user engagement [9] - AITO leverages its technological strengths to create a differentiated brand perception, while Leap Motor adopts a "downward attack" strategy to build brand recognition [9][10] - The entry of Leap Motor D19, AITO LS9, and Lantu Taishan signifies a more complex competitive landscape in the luxury vehicle segment, where technology, pricing, and brand systems play critical roles [10]

Core Viewpoint - The launch of the SAIC flagship model, the Zhiji LS9, marks a significant advancement in the electric vehicle market, featuring cutting-edge technology and impressive performance metrics [2] Group 1: Product Launch Details - The Zhiji LS9 was globally unveiled and is now available for pre-sale, with two super range versions: the 52 Ultra version priced at 336,900 yuan and the 66 Ultra version priced at 366,900 yuan [2] - The vehicle is equipped with an 800V architecture and a dual-motor vector four-wheel drive system, delivering peak power of 390 kW and peak torque of 670 N·m, achieving 0-100 km/h acceleration in 4 seconds [2] Group 2: Performance and Efficiency - The Zhiji LS9 features the "Star Super Range" technology, allowing a full-size six-seat SUV to achieve a remarkable 1,500 km range with supercar-level performance [2] - It boasts the longest pure electric range in its class at 402 km (CLTC) and a comprehensive range of 1,508 km, significantly reducing range anxiety for users [2] - The vehicle's fuel consumption is impressively low at 2.81 L/100 km, the lowest in its class [2] Group 3: Driving Experience - The Zhiji LS9 incorporates the Lingxi Digital Chassis 3.0, revolutionizing the driving experience for full-size SUVs by addressing common issues such as heaviness and body roll [2] - It features a unique bidirectional 24° large-angle intelligent four-wheel steering system, allowing the nearly 5.3-meter-long luxury vehicle to achieve a remarkably small turning radius of just 4.95 meters, facilitating navigation in tight urban spaces [2]

Core Viewpoint - The article discusses the successful launch of the new generation of the Zhiji LS6, highlighting its potential to disrupt the SUV market and establish Zhiji as a leader in the intelligent electric vehicle sector [2][4][20]. Group 1: Product Launch and Market Response - The new generation Zhiji LS6 received over 10,000 pre-orders within 27 minutes of its launch, indicating strong market demand [6][24]. - Prior to its launch, the LS6 had already accumulated over 50,000 pre-orders during the Chengdu Auto Show, showcasing significant consumer interest [2][6]. - The LS6 is positioned to become a top contender in the 200,000 to 300,000 yuan SUV market, potentially ranking among the top three [2][24]. Group 2: Strategic Positioning and Technology - The LS6 employs a "Davis Double Hit" strategy, creating a strong experiential loop that alleviates consumer anxiety and drives sales [4][20]. - The vehicle features the "Hengxing Super Range Extender" technology, which aims to address charging anxiety by providing a comprehensive solution for users [9][12]. - Zhiji's "Lingxi Digital Chassis 2.0" is designed to outperform competitors in driving control and safety, leveraging advanced electronic architecture for continuous OTA updates [16][19]. Group 3: Market Dynamics and Consumer Insights - The article notes that the penetration rate of new energy vehicles has stagnated, with many consumers still favoring traditional fuel vehicles due to practical concerns [8][12]. - The LS6 targets the pain points of potential electric vehicle buyers, such as charging infrastructure and performance anxiety, positioning itself as a solution that combines the benefits of electric and range-extended vehicles [12][25]. - The pricing strategy of the LS6, starting at 197,900 yuan, is seen as a competitive move to attract consumers in a highly contested market segment [22][24]. Group 4: Brand Evolution and Future Outlook - Since its establishment in 2020, Zhiji has aimed to position itself as a luxury brand within the SAIC Group, with aspirations to rival Tesla [21][29]. - The successful launch of the LS6 is viewed as a pivotal moment for Zhiji, potentially transforming it from a new player to a leader in the intelligent electric vehicle market [27][34]. - The article emphasizes that the LS6's success is not just a standalone achievement but a reflection of the SAIC Group's long-term technological investments and strategic planning [28][34].