2024年年报中，上汽集团定下目标：2025年整车销量超过450万辆，营业总收入超过6740亿元，营业成 本在6000亿元左右，全面完成年度目标任务。 长江商报消息 "2025年整车销量超过450万辆。"这是上汽集团（600104）(600104.SH)2025年的目标，如今兑现了吗？ 1月5日，上汽集团发布产销快报，集团2025年销量达450.75万辆，同比增长12.32%，完成了既定目标。 上汽集团介绍，2025年，集团自主品牌销量达292.8万辆，同比增长21.6%，在集团整体销量中的占比达 65%，较2024年提高5个百分点，在竞逐智电新赛道的关键阶段，自主品牌成为集团创新发展的"主力 军"和"急先锋"。 2025年，上汽集团新能源汽车销量涨幅较大，全年售车164.28万辆，同比增长33.12%。其中，智己汽车 全年销量达8.1万辆，同比增长23.68%。 值得注意的是，2025年，上汽集团海外市场销量达107.1万辆，同比增长3.1%，在行业中继续名列前 茅。这一年，该集团还正式发布海外战略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 ...

1月1日，多家汽车品牌陆续公布2025年及12月交付数据，各品牌均展现出良好市场态势，其中多个品牌实现销量突破与增长。 极氪方面，2025年12月交付30,267台，单月交付首破3万大关，2025年极氪累计销量超22.4万台。 岚图汽车2025年共交付新车150169辆，同比上涨87%。渠道拓展方面，12月岚图汽车新增11家岚图空间店、4家全功能用户中心 及1家交付服务中心，新增渠道覆盖15个城市。 昊铂埃安BU 2025年12月销量达40066辆，创下销量新高，其中i60车型首月热销破万。此外，具备广汽底蕴与华为乾崑智慧加持 的旗舰轿车昊铂A800现已开启盲订，蓄势待发。 上汽乘用车2025年零售总量强势突破919,000辆，同比增长超12%，逆势跑赢大盘；其中新能源零售同比劲增22%。 1月1日，问界发文披露交付数据：问界全系车型历史累计交付超97万辆，2025年新增交付超42万辆。具体车型方面，问界M9年 度交付超11万辆，问界M8年内交付超15万辆，问界M7年内交付超11万辆，问界M5年内交付超3万辆。 智己汽车2025全年销售81,017台，实现连续四月销量破万，创下品牌历史新高。 ...

每经AI快讯，2026年1月1日，智己汽车公布，2025年销量81,017台，全年销量再创新高。 ...

Core Viewpoint - Central state-owned enterprises (SOEs) in the new energy vehicle (NEV) sector are collectively launching a counter-offensive to improve their market position and operational efficiency, following a series of IPO applications and capital operations aimed at enhancing competitiveness against private companies like BYD and Tesla [2][4][10]. Group 1: Market Position and Performance - From January to November, BYD achieved cumulative sales of 4.182 million vehicles, while Tesla's sales in China were lower but maintained strong global influence and profitability [5]. - In contrast, major SOEs like SAIC Motor and Changan Automobile reported significantly lower NEV sales, with SAIC at 1.499 million and Changan at 0.995 million during the same period [5]. - The performance of high-end brands like Lantu and Avita remains modest, with annual sales in the tens of thousands, indicating a struggle to penetrate the mass market effectively [5][6]. Group 2: Financial Challenges - Private sector leaders have established sustainable profit paths through vertical integration and technology development, with BYD reporting a net profit of 23.33 billion yuan and Tesla at approximately 20.91 billion yuan for the first three quarters [6]. - In contrast, many SOE NEV businesses are still in a heavy investment phase, facing significant losses, such as Avita's cumulative loss exceeding 11 billion yuan and Lantu's loss around 3.1 billion yuan from 2022 to 2024 [6][10]. Group 3: Strategic Initiatives - The recent wave of IPOs and financing is viewed as a critical "independence war" for SOEs to secure necessary capital for R&D, channel expansion, and competitive pricing strategies [7][8]. - The goal of these initiatives is to establish a market-oriented operational mechanism that can adapt to the fast-paced changes in the automotive industry, moving away from traditional state-owned enterprise structures [8][10]. Group 4: Future Outlook - The NEV sector is expected to enter a more competitive phase, with technology differentiation and scale becoming crucial for survival [10][11]. - The industry may see a consolidation trend, with predictions suggesting a reduction in the number of NEV manufacturers to fewer than 15, emphasizing the importance of successful IPOs as a critical dividing line [11]. - Global market expansion will also be a key focus, as SOEs leverage their parent companies' international presence to compete with established players like BYD and Tesla [11].

具体来看，11月自主品牌销量31.6万辆，同比增长9.5%，前11个月占总销量比重升至64.9%。上汽乘用 车当月销量突破10万辆，上汽通用五菱与上汽大通继续保持增势。新能源车11月销售20.9万辆，连续三 个月创下单月新高；智己汽车连续三个月破万，新款MG4半固态车型将在12月交付。 海外市场维持增长。11月上汽海外销量10.7万辆，同比增长13.9%，前11个月累计96.9万辆。MG在欧洲 市场保持领先，1—10月交付28.5万辆，在西班牙、法国、波兰等市场均实现高增长。 经济观察网上汽集团（600104）发布11月销量数据，1—11月销售整车410.8万辆，同比增长16.4%，已 超过去年全年。同期香港内自主品牌销量266.6万辆，同比增长25.7%；新能源车销量149.9万辆，同比 增长38.8%；海外市场销量96.9万辆，同比增长3.4%。企业预计在三大板块带动下，全年销量仍将保持 较快增长。 ...

人民财讯12月1日电，据智己汽车消息，智己汽车11月销售13577台。 ...

每经AI快讯，12月1日，智己汽车公布11月销售13,577台，再创品牌新高。 ...

Core Viewpoint - The automotive industry is facing increasing challenges from online misinformation, malicious defamation, and commercial slander, prompting a coordinated response from various stakeholders to protect the industry's integrity and promote high-quality development [1][3]. Group 1: Government and Industry Response - In September, the Ministry of Industry and Information Technology and five other departments issued a notice to launch a three-month campaign to address online chaos in the automotive sector, focusing on illegal accounts spreading false information [1][3]. - The industry is witnessing a collaborative effort among multiple domestic car manufacturers to combat online rumors and "black public relations," establishing a firewall against these issues [3][4]. - The government has emphasized the importance of a healthy public opinion environment as a crucial part of the business ecosystem, launching various initiatives to tackle malicious attacks on companies [6][7]. Group 2: Company Actions - SAIC Motor Corporation has actively responded to online rumors, reporting malicious accounts to law enforcement and successfully addressing over 10,000 instances of false information in the first ten months of the year [2][5]. - The company has publicly announced a reward of up to 5 million RMB for information related to malicious rumors and defamation against its brands, encouraging public participation in maintaining a clean online environment [4][5]. - SAIC Motor is committed to using legal means to protect its rights and has called for collaboration among enterprises, media, and the public to create a new governance model for online management [7].

Core Insights - The article highlights the aggressive entry of major internet companies into the automotive industry, particularly in the electric vehicle (EV) sector, as they seek to capitalize on the growing market opportunities presented by the shift towards new energy and smart vehicles [1][7][12] Group 1: Market Dynamics - Aion UT Super, a new energy vehicle, has topped JD.com's sales rankings during the Double Eleven shopping festival, showcasing the potential of low-cost EVs with battery rental options [1] - Major internet firms like Alibaba, Tencent, and Baidu are expanding their presence in the automotive sector, focusing on various aspects such as production, sales, maintenance, and mobility services [1][7] - The penetration rate of new energy vehicles in China reached 58.7% by October 2025, a significant increase from 20% three years prior, indicating a shift from niche to mainstream adoption [7] Group 2: Strategic Collaborations - Alibaba's strategic partnership with Shanzi Gaoke aims to explore new retail models for smart vehicle customization, with the first project, the V17 model, already in testing [4][6] - Alibaba has been investing in the automotive sector since 2014, establishing a comprehensive O2O service model for car sales, and has made significant investments in companies like Xpeng Motors and partnerships with SAIC [6][12] Group 3: Technological Integration - The automotive industry is transitioning from mechanical products to smart terminals, with AI, big data, and cloud computing being core strengths of internet companies, facilitating cross-industry collaborations [9][10] - Baidu's autonomous driving service, "Luobo Kuaipao," has completed over 17 million rides globally, demonstrating the potential of turning vehicles into "mobile smart spaces" [9] - Meituan's self-developed delivery vehicle, equipped with L4-level autonomous driving capabilities, enhances delivery efficiency while collecting valuable real-world data for technology iteration [9] Group 4: Ecosystem Development - Internet companies are seeking a second growth curve as traditional business growth slows, with the automotive industry's smart transformation providing a new direction for expansion [12] - JD.com focuses on leveraging its retail and logistics strengths to enhance car sales and usage, while Alibaba aims to integrate automotive services into a broader lifestyle ecosystem [12][13] - The competition among internet giants in the automotive ecosystem is not about replacing traditional automakers but rather reshaping the industry's value distribution and encouraging a shift towards an ecosystem mindset [13]

Core Insights - The company achieved a record sales figure of 13,159 units in October, marking a new high for the brand [1] - The flagship model, the IM LS9, is set to make its global debut on November 4 [1] Sales Performance - October sales reached 13,159 units, indicating strong demand and growth for the company [1] Upcoming Product Launch - The IM LS9, the flagship vehicle, will be globally unveiled on November 4, which may further enhance the company's market presence [1]