作为上海工业的"压舱石"，汽车产业今年出现持续回暖并强劲发力的态势。7月份最新统计数据显 示，上海汽车产业表现亮眼，单月产值同比增速实现六连涨，前7个月汽车制造业产值同比增长近 10.6%。消费端同样火热，上海7月汽车消费市场呈现出"淡季不淡"的态势，汽车类零售总额达到158.50 亿元，同比增长5.0%，今年以来首次实现正增长。 记者 吴丹璐 张驰 上海汽车产业的回暖得益于近年来汽车产业优化布局和车企加快转型升级。上海车市的产销两旺不 仅是数据重回巅峰，更是产业形态和内涵的焕新升级。 汽车产值重回历史高位 根据上海市统计局数据，今年前7个月上海汽车制造业产值达到3911.2亿元，与历史同期最高的 3977亿元基本处于同一水平。 前7个月上海汽车工业产值占到了上海整体工业产值的18%，在各类制造业中体量最大，汽车制造 业是上海最重要的增长引擎，其表现对上海经济有着举足轻重的影响。 据悉，今年上海汽车制造业产值快速增长有多方面原因，最重要的因素是上汽产能的回升。今年7 月，上汽整车销售达33.8万辆，同比增长34.2%，实现了单月销量同比"七连涨"；前7个月，上汽累计销 量突破239万辆，同比涨幅达15%。 上 ...

根据上海市统计局数据，今年前7个月上海汽车制造业产值达到3911.2亿元，与历史同期最高的3977亿 元基本处于同一水平。 前7个月上海汽车工业产值占到了上海整体工业产值的18%，在各类制造业中体量最大，汽车制造业是 上海最重要的增长引擎，其表现对上海经济有着举足轻重的影响。 据悉，今年上海汽车制造业产值快速增长有多方面原因，最重要的因素是上汽产能的回升。今年7月， 上汽整车销售达33.8万辆，同比增长34.2%，实现了单月销量同比"七连涨"；前7个月，上汽累计销量突 破239万辆，同比涨幅达15%。 上海汽车产业产值回到历史高点，比数字更值得关注的，是数字背后的内涵，新能源汽车和智能化高附 加值产品正成为重要引擎。以上汽为例，自去年下半年开始，上汽启动了全面深化改革，对内聚焦主 业，集中优势资源加快发展；对外敞开胸怀，积极推进高水平开发跨界联动，围绕客户需求加快创新转 型。在今年6月底的股东大会上，上汽集团董事长王晓秋对外明确，上汽到2027年要实现全球整车销量 重回行业领先，国内市场占比不低于70%，自主品牌与智能电动产品销量均突破60%的大关。 在龙头整车厂的带动下，上海汽车零部件及配件制造业也稳步增长 ...

今日，尚界H5开启预售，预售价16.98万元起。预售开启后1小时，尚界H5收到了超2.5万张小订。这个 小订数据，令尚界内部对达成尚界H5销量目标更有信心。 据36氪汽车了解，明年尚界品牌还将推出两款新车，一款为轿车，另一款为SUV，其中SUV将于上半年 推出。 为保证尚界车型的交付，上汽与华为在产能、渠道上都做了充分的准备。 36氪汽车通过多位行业人士了解到，上汽与华为，为尚界品牌首款车型尚界H5，制定了月销2万辆的销 量目标；并结合后续新车，近期向供应链释放了年销40万辆的备料计划。 在产能方面，上汽不仅为尚界在临港建设了一座专属工厂，还盘下了上汽通用金桥工厂的部分产线。 在渠道方面，尚界除了会在鸿蒙智行用户中心进行销售，还会进入上汽与华为为它打造的专属用户中 心，从而形成双网服务体系，确保尚界新车上市即上量。 目前，尚界正广泛招募经销商，加大渠道铺设密度。8月14日尚界方面表示，已收到超过1500家经销商 报名，其中还包含保时捷、沃尔沃、路特斯等豪华品牌4S店的转投加盟。 资本市场对尚界亦是颇为热情。 8月20日，华为常务董事长余承东在微博宣布，尚界H5将在8月25日开启小定后，上汽股价迅速上涨， 截至 ...

为迎接"金九银十"的汽车销售旺季，各大车企铆足了劲在8月公示了多款新车。8月上旬，工信部 发布第398批《道路机动车辆生产企业及产品公告》，其中包含新款问界M7、小鹏X9、仰望 U9、极氪9X等热门车型。 本次公告共披露128款新车， BEV共67款，PHEV/HEV共61款 ，增混车型与纯电车型数量差距 缩小； LFP/锰基锂电池车型共104款，三元电池车型共24款 ，LFP电池车型仍占据主流地位。 具体来看， 宁德时代以50款新车配套领衔本批公告 。从电池类型来看，宁德时代配套了33款 LFP电池车型，17款三元电池车型；从动力类型来看，宁德时代配套了32款BEV车型，18款 PHEV/HEV。 从三元电池的配套来看，宁德时代得到极氪7X/9X、问界M7等中高端电动SUV，以及部分越野车 型的青睐。 弗迪紧跟其后拿下17款新车配套 ，16款比亚迪新车矩阵有海豹、海狮、海鸥、宋、夏、秦、方程 豹、仰望；1款外供车型。其中，仰望U9作为比亚迪电动超跑的高端车型，实现了LFP电池在性能 上的极致突破。 中创新航此次配套新车数量位列第三 ，共11款，配套车型包括埃安i60（纯电、增程版）、埃安V （纯电、增程版） ...

Core Viewpoint - The automotive industry is eagerly awaiting solid-state batteries, with mass production timelines being pushed from 2025 to 2027, while semi-solid batteries are being introduced as a precursor to full solid-state technology [4][6][11]. Group 1: Semi-Solid Battery Developments - SAIC's MG4 model is set to feature a semi-solid battery version, with pricing to be announced in September and deliveries expected within the year [4]. - The semi-solid batteries for both MG4 and the delayed IM L6 Max are developed in collaboration between SAIC and Qingtao Energy, indicating a competitive landscape for early adoption [6]. - Hive Energy plans to supply semi-solid batteries for BMW's next-generation MINI models, with large-scale production expected by the end of 2026, marking a significant milestone in the industry [6]. Group 2: Technological Innovations - The first generation of semi-solid batteries from SAIC Qingtao utilizes traditional lithium iron phosphate and ternary materials, achieving a range of 1000 kilometers [8]. - The second generation of semi-solid batteries aims to improve safety, energy density, and lifecycle, with a reduction in liquid electrolyte content from 10% to 5% [8][10]. - Innovations in core materials and collaborative efforts between vehicle manufacturers and component suppliers are crucial for the successful commercialization of new battery technologies [10]. Group 3: Full Solid-State Battery Production Plans - The industry consensus suggests that full solid-state battery mass production is likely to commence around 2027, with various companies providing timelines that align closely with this date [11][12]. - Companies like Aulton and Guoxuan High-Tech are actively working on solid-state battery production lines, with Guoxuan achieving a 90% yield rate on its pilot line [11][12]. - SAIC Qingtao aims to achieve full solid-state battery production by 2026, with energy density targets exceeding 400Wh/kg [11][14]. Group 4: Alternative Applications for Solid-State Batteries - The demand for solid-state batteries is not limited to the automotive sector; applications in eVTOL and humanoid robots are emerging as significant opportunities [15][18]. - Companies like Hive Energy and Funeng Technology are already engaging with clients in these new fields, indicating a broader market potential for solid-state technology beyond traditional vehicles [15][18]. - The introduction of solid-state batteries in two-wheeled vehicles is also gaining traction, with companies like Tianneng launching new products that significantly enhance performance metrics compared to traditional lithium batteries [18].

Sales Targets - The internal sales target exceeds 4.5 million units, likely surpassing the 4.013 million units projected for 2024, with specific targets of 1.1 million for passenger cars and 600,000 for exports, including 300,000 to Europe [1] Export Plans - The export volume is expected to exceed 1.1 million units this year, with specific targets of 600,000 for MG, 240,000 for Wuling, and around 100,000 for the overseas base, alongside 60,000 for General Motors. Retail sales in Europe are projected at 300,000 units this year [1] New Vehicle Outlook - New models include the SAIC Audi A5L pre-sale starting in August-September, with the E5 model launching in September. The company plans to introduce several new models, including the MG4 and two models from Zhiji, with a focus on local development for joint ventures, including 10 models from Volkswagen and 2 from Audi [1] Shangjie Project - The Shangjie project is an independent initiative with a core team of over 400 members. The first vehicle will be a 200,000-level SUV, with two new models planned for next year. The project will utilize the Hongmeng Intelligent Driving channel and will follow a specific timeline for official announcements and activities [1]