上汽集团正以激进的定价策略，加速其半固态电池技术的商业化落地。 此举背后，一场旨在将电池合资公司推向更广阔市场的股权结构调整，也已悄 然完成。 周五于成都车展上，上汽集团公布了其新款MG4车型的系列价格。 其中，搭载半固态电池的版本在限时补贴后的售价为9.98万元人民币 ，这一定价 显著低于市场对同类新技术的普遍预期。该车型的电池供应商为上汽与固态电池技术公司清陶能源成立的合资企业—— 上汽清陶 。 据介绍，通 过在电芯中引入固态电解质材料，并提升内部材料的致密程度，成功将电解液的比例降至5% 。这一改变从根本上降低了电池在极端条件 下（如物理损伤）发生热失控的风险，提升了"本征安全"。 而就在价格发布前两天，上汽集团零部件业务子公司 华域汽车 发布公告称，将以2.06亿元人民币，从其控股股东上汽集团手中收购上汽清陶49%的 股权。此项交易完成后，上汽清陶的控股权结构并未发生实质改变，但其股东身份从整车厂转变为零部件供应商。 清陶方面对此回应称，此举有助于明确固态电池"零部件"属性，且需将其视为上汽推动其电池供应链"中性化"的关键一步。 由零部件公司持股，将 使上汽清陶在拓展外部客户时处于更有利的地位，避免潜 ...

Core Viewpoint - SAIC Group is aggressively implementing a pricing strategy to accelerate the commercialization of its semi-solid-state battery technology, supported by a recent equity structure adjustment in its battery joint venture [2][3]. Group 1: Pricing Strategy and Market Position - SAIC Group announced the pricing for its new MG4 model at the Chengdu Auto Show, with the semi-solid-state battery version priced at 99,800 RMB after limited-time subsidies, significantly lower than market expectations for similar new technologies [2]. - The battery supplier for this model is SAIC Qingtao, a joint venture between SAIC and solid-state battery technology company Qingtai Energy [3]. Group 2: Equity Structure Adjustment - Two days before the price announcement, SAIC's subsidiary Huayu Automotive announced it would acquire 49% of SAIC Qingtao from its parent company for 206 million RMB, changing the shareholder identity from a vehicle manufacturer to a parts supplier [3]. - This change is seen as a key step in SAIC's strategy to neutralize its battery supply chain, allowing SAIC Qingtao to better position itself when expanding its customer base [4]. Group 3: Technological Advancements and Market Expansion - Qingtai Energy has been expanding its customer base, supplying semi-solid-state batteries to companies like Nanjing Iveco and Beiqi Foton for commercial vehicles [5]. - SAIC Group has invested over 2.9 billion RMB in Qingtai Energy, holding approximately 15.29% of its shares, making it the largest industrial investor [5]. - Qingtai Energy plans to establish its first full solid-state battery production line by the end of 2025, with an initial capacity of 0.5 GWh, indicating a steady transition from semi-solid to full solid-state technology [5]. - The company is also enhancing collaborations with equipment manufacturers to shorten the development cycle from technology research to market application [5]. - Qingtai Energy is extending its reach into upstream raw materials and downstream energy storage markets, with a recent large-scale energy storage project contract worth 440 million RMB, showcasing its competitiveness in the storage market [5].