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上汽集团:马年开新篇 春耕正当时
Xin Lang Cai Jing· 2026-02-25 03:25
马年开局,上汽将"懂车更懂你"的用户理念落到了实处。 春节期间,上汽推出暖心关怀行动,联动全国超 5000 家服务网点,为车主提供节前免费安全检测、春 节 7×24 小时救援、节后焕新养护的全周期用车保障,同步上线新春购车多重礼遇,把用户服务做深做 透。 正是以用户为中心的务实底色,让上汽在新年开局交出了分量扎实的销量答卷。 上汽2026年1月的销量数据,宣告了这家汽车行业龙头在新年伊始继续保持了领跑地位:整车批售32.7 万辆,同比增幅超23%,终端零售36.3万辆,批发、零售销量规模双双位居行业第一。 这份成绩单的价值,不在于数字多劲爆,而在于增长背后的质量与结构优化。当行业普遍面临转型攻坚 的压力时,上汽用一组实打实的销量数据,印证了其全面深化改革的阶段性成效,而这份成效,也让企 业的发展根基变得更为扎实。 销量增长背后的结构质变 如果说亮眼的销量是上汽改革的外在表现,那么"技术+用户"双轮驱动的转型路径,就是支撑这份表现 的核心支撑。 对这家深耕汽车行业的老牌企业而言,转型不是简单切换赛道——很多传统车企都栽在这一步,要么盲 目跟风造电动车,要么技术停留在实验室,上汽的不同之处,是 "务实",不玩概念 ...
上汽通用五菱吕俊成:过去五年“神车”家族合计产销832万辆
Xin Lang Cai Jing· 2026-02-25 02:27
新浪科技讯 2月25日上午消息,近日,上汽通用五菱总经理吕俊成发表了2026年新春寄语,其中提到: 过去五年以及2025年销量成绩单;销量与规模:2025年销量 163.5万辆(+6.2%),新能源销量超100万 辆(+31.9%),海外出口26.7万台 / 套(+18.6%),全年产值重回千亿;过去五年"神车"家族合计产销 832万辆。 吕俊成表示,2026年核心战略,是构建全生命周期数字化平台,通过 "AI + 数字孪生" 实现从 "用户画 像" 到 "用户数据孪生" 的进化,精准识别需求。强化智能、电子电气、架构、软件等核心能力,缩短 研发周期、提升品质。 他提到,要打造 "制造岛 + 数字岛 + 智能岛" 三位一体体系:制造岛:完善岛式开发体系,实现岛式制 造科学解构升级及关键生态链覆盖。数字岛:依托数字孪生,构建产线、车间、基地三级虚实一致的孪 生体,实现市场需求驱动的全链路数字化贯通。智能岛:基于 AI 技术,建设工艺可解耦、产线可重 构、产能自适应的孪生智能体。 信中,他还指出,要构建 "五自一体" 体系,实现 "四优""四流合一",降本增效。力争2年完成领航级智 能工厂建设,3年实现智能岛制造 ...
零下30度满员冬测,含华量拉满的华境S「葫芦里卖的什么药」?
3 6 Ke· 2026-02-05 15:38
从2025年下半年开始,中国汽车市场中的"大六座"SUV进入了集中爆发期,头部品牌和新势力都纷纷入 局,一时间各种性格的"大六座"车型令人应接不暇,市场里热闹非凡,不过在这股新车浪潮里,那个总 为人民着想的品牌却有些意外的"安静"。 华境S在零下30度的黑河 开展全维度的高寒测试 当六座满员的华境S测试车出现在黑河的时候,上汽通用五菱与华为的合作成果离我们又近了一些。 20%对开坡道和30%雪面坡道在冬季出行中属于比较极端的场景,一般的车辆在这样的坡道上根本无法 攀爬。虽然之前我们并没有看到华境S对智能四驱能力的大范围宣传,但在对开坡道上,华境S能快速 识别路面附着力差异,智能调整前后轴动力输出,将轮胎的打滑幅度控制在最低,在坡面上实现稳定爬 升、高效脱困。这次冬测中华境S在多个项目中都实现了"稳得住、爬得上、控得准",这种将底盘调 校、四驱技术转化为直观安全感的表现,正是旗舰车型应有的产品素养。 作为上汽通用五菱与华为"三智"深度融合的首个集大成之作,华境S全系标配了华为乾崑智驾ADS 4系 统,这套系统在测试中展现了极强的环境适应性。低温会导致传感器灵敏度下降,逆光与雪地反光会干 扰视觉识别,但华境S依旧 ...
零下30度满员冬测,含华量拉满的华境S「葫芦里卖的什么药」?
36氪· 2026-02-05 14:10
华境 S 在零下 30 度的黑河 开展全维度的高寒测试 当六座满员的华境 S 测试车出现在黑河的时候,上汽通用五菱与华为的合作成果离我们又近了一些。 从 2025 年下半年开始,中国汽车市场中的"大六座" SUV 进入了集中爆发期,头部品牌和新势力都纷纷入局,一时间各种性格的"大六座"车型令人应接不 暇,市场里热闹非凡,不过在这股新车浪潮里,那个总为人民着想的品牌却有些意外的"安静"。 实验室数据 终究不如真刀真枪来得靠谱 近期,华境 S 在零下 30 度的黑河试车基地用全维度的高寒测试告诉我们,这台今年上半年即将上市的新车正在加速跟我们见面的进程,之前的"沉默"不 是跟不上节奏,而是在准备厚积薄发。 新车上市之前进行冬季测试并不是什么 新鲜事儿,不过华境 S 这次"冬季大考"里的测试科目确实"有点东西"。 " 聚焦实际场景 "是这场测试的关键词,在 "危机四伏" 的冬季出行中,相比酷炫的功能,我们更需要的是车辆在关键时刻靠得住。华境 S 在测试科目中选 择了六座满员上阵,这种"强度拉满"的设定对车辆提出了更高要求,同时也直观地展示了华境 S 对自身实力的信心。 雪地麋鹿、蛇形绕桩项目模拟了冬季满员出行时,突 ...
开年狂飙,上汽1月销售32万,同比大涨超两成,全矩阵新品蓄势待发
Xin Lang Cai Jing· 2026-02-04 12:22
以亮眼业绩率先实现"开门红" 与2026年整体车市略显平淡的开局相比,上汽集团可谓开启了"狂飙模式"。 乘联会发布的数据显示,2026年1月,狭义乘用车零售规模约180万辆,环比下降20.4%,同比仅微增0.3%。新能源零售量预计80万辆左右,渗透率约 44.4%,较去年同期有所回落。 在这样的背景之下,上汽集团以亮眼业绩率先实现"开门红":整车销售达32.7万辆,同比劲增23.9%,成为当前行业唯一突破30万销量规模的企业,用硬 核数据奠定市场引领地位。 这份成绩的取得并非偶然,而是依托于2025年全年两位数增长的坚实基础。据上汽集团业绩预告,2025年全年归属净利润预计盈利90亿元至110亿元,同 比增幅达438%到558%。亮眼表现既延续高质量发展的强劲势头,更印证企业智电转型与战略改革的深度成效,为2026年全面发力打响关键一枪。 多维度发力迎开年大捷 上汽集团开年销量的高速增长,并非单点突破,而是自主品牌、新能源领域、海外市场三大板块的全域协同发力,更是企业"技术+用户"双轮驱动战略深 度落地的必然结果。 自主板块成为此次增长的核心主力,1月销量达21.4万辆,同比增长39.6%,占公司销量比重升至 ...
科技观察丨“岛”上造车,有什么新逻辑?
Xin Hua Wang· 2026-01-31 03:49
新华网柳州1月31日电当汽车产业加速向电动化、智能化迈进,怎样的生产模式能够满足日益个性化、 快速迭代的市场需求?这不仅是效率的比拼,更是对制造业底层逻辑的全新拷问。 关于这些问题,在上汽通用五菱,关于造车"岛"的问答正在上演。 上汽通用五菱智能工厂"玻璃岛"作业现场,机器人凭借3D视觉系统进行毫米级精准装配。新华网 东子 寒 摄 这一转变催生了生产架构的根本性再造。传统流水线像一条坚固但僵直的"传送带"。上汽通用五菱将其 拆解、重组为一个个独立又协作的"智能孤岛",通过工艺解耦实现了产线的可重组与产能的弹性化。这 使得制造系统能像积木一样快速调整,以响应瞬息万变的需求。除了极致柔性,确保卓越品质是该体系 的另一基石。在"质量岛"上,高速扫描与实时数据比对系统为白车身构筑了数字化的"品质防火墙"。 造车"岛",可以有什么"智慧"? 它可以是"智慧调度官"。在调度决策岛上,通过自主决策,让生产线从"被动传送"变为"主动协同",灵 活支持超过20种车型的混流共线。 它可以是"质量审判官"。在质量检测岛上,依托三维扫描与AI视觉,将装配精度掌控在0.1毫米的丝米 级尺度,实现近乎完美的"零缺陷"追求。 它还可以是" ...
新华网科技观察丨“岛”上造车,有什么新逻辑
Xin Hua She· 2026-01-31 02:29
上汽通用五菱智能工厂"质量岛"内,三维测量系统正在高速扫描白车身。新华网 东子寒 摄来自一个"创新小岛"的提问, 不仅承载着生产流程的再造,更凝聚着产业协同与人才培育的智慧,而这正是中国制造向"中国智造"演进的内在驱动 力。当无数这样的"创新之岛"星罗棋布、串联成网,中国制造业迈向高质量发展的图景将愈发清晰与壮阔。(参与报 道:王小骥 东子寒 于子茹) 一辆汽车的生产路径不再是一条笔直向前的传送带,而是由系统实时计算出的、穿梭于不同"岛屿"之间的优化解决方 案。新华网 王小骥 摄"前两次汽车工业革命由国外发起,第三次汽车工业革命终于看到中国人主导的新范式"。在"领航 级智能工厂"的评审现场,多位权威专家做出了如此评价。这也说明,继福特流水线定义的规模化制造、丰田精益生产 奠定的高质量低成本模式之后,由上汽通用五菱引领的智能岛制造体系,正被视为破解大规模与个性化定制矛盾的第三 次汽车制造革命的核心范式。北京航空航天大学教授陶飞明确指出:"全球第三次汽车制造变革,就是我们五菱人、中 国人引领的这种岛式智能制造模式。"一场由中国人定义并引领的汽车制造新纪元,正在从理念走向现实。 新华网柳州1月31日电题:"岛"上造 ...
汽车早餐 | 2025年全国机动车保有量4.69亿辆;印奇出任阶跃星辰董事长;印度拟大幅下调欧盟汽车关税
Domestic News - The Ministry of Public Security projects that by 2025, the total number of motor vehicles in China will reach 469 million, with 366 million being cars, and the number of motor vehicle drivers will be 559 million, including 525 million car drivers [2] - In 2025, the number of new registered motor vehicles is expected to be 35.35 million, with 26.19 million being new cars. By the end of 2025, the number of new energy vehicles is projected to reach 43.97 million, accounting for 12.01% of the total number of cars [2] - The Ministry of Public Security reported that in 2025, there will be 41.11 million motor vehicle transfer registrations, with 38.41 million being car transfers, which constitutes 93.44% of the total. Since 2020, the volume of second-hand car transactions has exceeded new car registrations for six consecutive years [3] - Guangdong Province aims to strengthen emerging industries such as new energy, smart connected vehicles, and aerospace, focusing on building a robust modern industrial system by 2026 [4] - Nanjing is promoting a consumption boost initiative, implementing a policy for replacing old appliances and vehicles with new ones, supporting green product consumption [5] International News - Volkswagen Group's CEO stated that the company may cancel plans for an Audi factory in the U.S. unless tariffs are reduced, as the initial motivation for establishing a manufacturing base was influenced by subsidy policies [6][7] - India plans to significantly reduce import tariffs on cars from the EU from 110% to 40%, with potential further reductions to 10% in the future as part of a free trade agreement [8] - Toyota has incurred an additional cost of 5.1 trillion yen (approximately 230 billion RMB) due to rising prices of energy, raw materials, logistics, and labor, warning that further increases in parts prices may lead to higher vehicle prices [9] - Eaton is exploring strategic options for its automotive business, including potential sale or spin-off, with an estimated valuation of up to 5 billion USD [10] Corporate News - Porsche China plans to reduce its dealer network by 30% by 2026, with no current plans for local production, focusing instead on cost-saving measures and investment in market and future R&D [11] - XPeng Motors announced the launch of 1,000 X9 super-range mobile charging stations, aimed at providing charging support during the Spring Festival travel season [12] - The autonomous shuttle Robobus by WeRide has commenced commercial operations in Leuven, Belgium, marking the first deployment of autonomous vehicles in a complex urban traffic environment in Europe [14] - Youjia Innovation has secured a significant smart driving project with a well-known automaker, with a total order value exceeding 1.3 billion RMB, expected to start mass production by mid-2026 [15] - The flagship model Huajing S, developed through a strategic partnership between SAIC-GM-Wuling and Huawei, has officially rolled off the production line, entering user experience testing and preparation for mass production [16]
上汽通用五菱负债率攀升至85.24% 销量增20.5%仍较巅峰少53.5万辆
Chang Jiang Shang Bao· 2026-01-26 00:29
Core Viewpoint - SAIC-GM-Wuling's sales are experiencing medium to high growth, but this is accompanied by a rising debt ratio, which has exceeded 85% for the first time in recent years [1][12]. Sales Performance - In 2025, SAIC-GM-Wuling's sales reached 1.6151 million units, representing a year-on-year increase of 20.52% [1][3]. - Compared to its peak in 2017, the 2025 sales figure is approximately 535,000 units lower [2][11]. - The sales figures for November and December 2025 were 166,100 and 179,600 units, respectively, showing year-on-year declines of 7.73% and 31.29% [2][11]. - Cumulatively, the sales for 2025 were reported at 1.635 million units, with a year-on-year growth of 6.2% [3]. Financial Metrics - As of the end of June 2025, SAIC-GM-Wuling's total assets amounted to 65.595 billion yuan, with net assets of 9.685 billion yuan, resulting in a debt ratio of 85.24% [2][12]. - The company's operating revenue for the first half of 2025 was 40.482 billion yuan, reflecting a year-on-year increase of 23%, while the net profit attributable to shareholders was 576 million yuan, nearly a fivefold increase year-on-year [12]. Historical Context - SAIC-GM-Wuling's sales reached 1.6006 million units in 2013 and exceeded 2 million units for the first time in 2015, peaking at 2.15 million units in 2017 [7][8]. - Sales figures have fluctuated around 1.65 million units in recent years, with declines noted in 2023 and 2024 [8][11]. Strategic Partnerships - SAIC-GM-Wuling has been actively collaborating with Huawei since 2018, focusing on industrial internet, cloud computing, and 5G technology [13]. - In 2025, the partnership advanced with the launch of the first co-developed vehicle model and the initiation of a vehicle networking project [14].
上汽通用五菱赵奕凡透露华境现在是宝骏的一个系列,但必将成为新品牌
Xin Lang Cai Jing· 2026-01-19 01:21
Core Viewpoint - SAIC-GM-Wuling is launching a new brand "Hua Jing" with its flagship model "Hua Jing S," which is set to be released in the first half of 2026 in collaboration with Huawei [5][14]. Group 1 - The "Hua Jing S" is currently part of the Baojun series but will evolve into a new brand under SAIC-GM-Wuling [9]. - The vehicle will be a large six-seat SUV equipped with Huawei's advanced technology, specifically the "Hua Wei Qian Kun" system [5][14]. - The "Hua Jing S" is produced in a national leading intelligent factory, marking it as the first product of the collaboration between SAIC-GM-Wuling and Huawei's "Three Intelligence" initiative, which includes intelligent manufacturing, assisted driving, and intelligent cockpit [12][14]. Group 2 - The "Hua Jing S" will feature standard Huawei Qian Kun technology, including Qian Kun Intelligent Driving ADS 4 Pro and Hongmeng cockpit [6][14]. - The manufacturing process utilizes a national leading intelligent factory's smart island manufacturing system [6][14]. - The vehicle incorporates the "Tian-Ling-Shen" technology system, which consists of Tian Yu architecture, Lingxi power, and Shen Lian battery [6].