Core Insights - SAIC Motor Corporation has successfully navigated the challenges of the automotive industry's transition to new energy and smart technologies, achieving significant sales growth and maintaining industry leadership [1] - The company's strategy focuses on user-centric innovation, breaking technological barriers, and global expansion, serving as a valuable model for the transformation of China's automotive industry [1] Group 1: Sales Performance - In the first half of 2025, SAIC's vehicle wholesale reached 2.053 million units, a year-on-year increase of 12.4%, with retail delivery hitting 2.207 million units [1] - The company's passenger vehicle sales saw a year-on-year growth of 21.1% in the first half of 2025, demonstrating the effectiveness of its integration model [9][6] Group 2: Product Innovation - The Roewe D7 DMH has set a new industry standard for hybrid vehicles in the 100,000-150,000 yuan price range, featuring a range of over 2,200 kilometers and fuel consumption of only 2.49 liters per 100 kilometers [3] - MG brand plans to launch 13 new models in two years, showcasing its strong product development capabilities and commitment to market expansion [5] Group 3: Technological Advancements - The Zhiji L6, equipped with a solid-state battery, boasts a range exceeding 1,000 kilometers, positioning it competitively against international luxury brands [5] - SAIC's collaboration with technology giants like Huawei and OPPO aims to enhance smart driving capabilities and user connectivity, achieving high performance in voice recognition and device integration [10][9] Group 4: Global Expansion - SAIC's "Glocal strategy" has established a robust global supply chain, with products exported to over 170 countries and regions, achieving cumulative overseas sales of over 6 million units [11] - The company has tailored its products to meet European standards, enhancing competitiveness in the region by optimizing battery management systems and powertrains [13] Group 5: Market Positioning - SAIC's autonomous brands now account for 63.5% of its total sales, reflecting a shift in market dynamics from joint ventures to domestic brands taking the lead [6] - The MG brand has successfully redefined its global presence, achieving over 5 million units in sales and breaking the stereotype of low-cost exports from Chinese automakers [14]

本报记者 方超 上海报道 随着多家车企公布上半年"成绩单"，领头羊上汽集团（600104.SH）的销量答卷备受市场关注。 7月1日，上汽集团对外发布产销快报，6月份销售整车36.5万辆，同比增长21.6%；1—6月份整车批售 205.3万辆，同比增长12.4%。此外，今年上半年，上汽集团终端零售交付达到220.7万辆。 愈加激烈的车市竞争下，上汽集团如何破局前行成为业界焦点。《中国经营报》记者注意到，此前已启 动全面深化改革的上汽集团，通过在自主、合资等层面持续发力，目前已逐步进入收获期。如在对外合 作层面，上汽集团与华为联手打造的"尚界"品牌新车将于今年秋季上市，或将引爆20万级市场。 "尽管现在汽车价格战的硝烟仍在蔓延，贸易战给全球经济带来不确定性更是有增无减，但我们必须直 面这些新的困难和挑战。"6月27日，上汽集团举行2024年年度股东大会，上汽集团党委书记、董事长王 晓秋如此强调。 联姻华为剑指中高端市场 作为鸿蒙智行第五"界"，上汽与华为联手打造的"尚界"品牌一举一动，皆成行业热点。 6月30日，尚界汽车正式开通微博官方账号，微博图像则为"尚界"汉字，记者注意到，除了微博平台 外，尚界汽车在抖音、 ...

在2025年中国车市激战正酣的上半场，上汽交出了一份"三驾马车"齐头并进的答卷：上半年自主品牌强势崛起占比超六成，新能源持续高歌猛进，海外市场 稳步回升向好势头明显。 这份成绩单背后，一场更深层的变革正在上演——上汽正以"刀刃向内"的勇气推动全面深化改革，凭借"自主崛起定义技术高度"与"合资阵营重构产品逻 辑"的双轮驱动模式加速奔跑。 更值得关注的是，上汽联手华为打造的"尚界"项目，正以20万级标配高阶智能辅助驾驶的颠覆性姿态，直击行业"不可能三角"，将城市NOA能力拉入主流消 费区间，上汽不仅在逆势上行，更在智能电动车普及战中引领破局。 "三驾马车"齐头并进 新能源领域同样高歌猛进。上半年，上汽新能源车销量达到64.6万辆，同比大涨40.2%。仅6月份，新能源车销量就达12.1万辆，同比增长29.2%。细分品牌 中，智己汽车6月终端交付量突破6000辆，其"双6系"产品持续热销；上汽乘用车新能源销售1.6万辆，同比增长44.1%；上汽通用五菱新能源更是以7万辆的 单月成绩，实现36%的同比增长。 海外市场在逆风中展现韧性。尽管面临反补贴税，上汽上半年海外市场累计销售仍达49.4万辆，同比增长1.3%，稳步回 ...

全固态电池工艺与设备探讨专家会 20250610 摘要 工信部 60 亿专项基金推动全固态电池研发，宁德时代获近半资金，标 志着其对固态电池态度转变，组建千人团队研发硫化物样品电芯，但项 目重在学术探索，验收标准为实验结果，非产品交付。 全固态电池技术仍处实验室阶段，各企业探索不同材料组合及应用，如 无隔膜电池，主要研究集中在硫化物路线，因其较高离子导电性，但氧 化物路线也具潜力，如更高热稳定性，未来发展或受关注。 固液混合路线面临电导率低和接触界面差等问题，氧化物适用于半固态 方案，而硫化物电导率更高，但成本高且存在安全隐患，如生成有毒气 体硫化氢，部分企业因此放弃硫化物路线。 上汽智己 L6 采用半固态方案，续航达 1,000 公里，但倍率和针刺测试 未完全达标，因仍含电解液。氧化物全固态技术受限于低电导率和接触 界面问题，全固态技术更具挑战性，大厂倾向硫化物路线。 半固态硫化物成本接近宁德时代 811，但 BOM 成本更高约 7%，每瓦 时约 1 元。能量密度提升有限，倍率性能低于宁德时代产品，循环寿命 较差，限制了其在动力及储能领域的大规模应用。 Q&A 工信部在 2024 年 5 月启动的 60 亿 ...

Group 1 - JD.com launched a dedicated automotive event on June 9, 2025, featuring significant discounts from vehicle selection to ownership [1] - The high-end brand IM Motors officially entered JD.com, with its flagship store opening and popular models like LS6 and L6 available for purchase [1] - The IM LS6, a leading mid-to-large pure electric SUV for 2024, is recognized for its high value in terms of "intelligence, luxury, and safety," appealing to young quality family users [1] Group 2 - The new IM L6 redefines the value benchmark for pure electric sedans priced around 200,000 yuan, targeting urban young users seeking refined travel options [3] - A themed experience event will be held at JD Mall in Beijing on June 14-15, allowing users to interact with the L6 and LS6 models, with opportunities for giveaways [5] - IM Motors and JD.com plan to explore further online and offline collaboration to enhance automotive service experiences for users [7]

撰 文 / 孟 为 设 计 / 赵 昊 然 从领克与极氪合并，回归一个吉利，到蔚来对旗下乐道、萤火虫两个品牌纳入集团统一管理，再到 比亚迪整合腾势、方程豹品牌公关业务，在汽车行业竞争愈发激烈的当下，市场格局正发生着深刻 的变化，众多车企都在通过战略聚焦来应对挑战，力求在残酷的市场竞争中存活并脱颖而出。 5月底市场竞争愈发白热化，一场新的价格补贴大战再次开启，给本就不安的汽车市场更加蒙上了 一层新的阴郁与担忧。 敏锐洞察到市场变化趋势，做出前瞻性的战略判断，自2024年年中以来，上汽集团作为国内汽车行 业的领军企业，毅然开启了全面变革的征程，其中"资源聚焦，握掌成拳"便是公司应对市场挑战的 核心战略之一。 这个时间点甚至比去年9月吉利控股集团发布《台州宣言》，宣布企业进入战略转型全新阶段还要 早上一个月的时间。 上汽集团为什么要战略聚焦，如何聚焦，过去的一段时间里，这场变革又为上汽带来了哪些显著的 改变？ 战略聚焦，没有退路 2024年，以王晓秋为董事长、贾建旭为总裁的集团新管理团队形成后，上汽集团便已拉开了改革的 序幕。 除了转型用户型企业，构建上汽生态圈，这场改革背后的另一个核心线就是把握技术发展、市场演 ...

据悉，今年2月，梅赛德斯-奔驰宣布，已开始对搭载固态电池技术的 EQS原型车进行道路测试，目标续航超过1000公里 。 【DT新材料】 获悉，近日， 奔驰、上汽集团 和 长安汽车 等多家车企相继发布固态电池领域的进展。 （1）奔驰，固态电池已在量产车型上测试，充电一次行驶1000公里 5月31日，梅赛德斯-奔驰（中国）投资有限公司高级执行副总裁、梅赛德斯-奔驰中国研发和采购负责人庄睦德表示， 梅赛德斯-奔驰全新固态电池技 术已在量产车型开展测试，能量密度高达450Wh/kg，满电续航超过 1000km。 该电池由 奔驰、英国AMG 和 美国Factorial Energ y联合开发，采用 Factorial的FEST准固态技术 ，后续升级为更先进的 Solstice全固态电池 ， 能 量密度达450Wh/kg，预计续航提升80% 。奔驰计划 2030年 前实现该电池的大规模量产。 （2）上汽集团，官宣2026年量产全固态电池 近日， 上汽集团 宣布，公司研发的全固态电池将于2026年实现量产。 据悉，该全固态电池能量密度超过 400wh/Kg ，超过传统动力电池一倍以上；该电池的体积能量密度超过 820wh/ ...

智己汽车：全新智己L6 5月大定超8500台。 ...

Core Viewpoint - Chinese automotive brands are redefining market standards by offering high configurations at competitive prices, challenging traditional pricing and technology barriers in the automotive industry [2][3][4]. Group 1: Product Logic Innovation - Chinese brands are adopting a new product logic where base configurations are equivalent to high configurations, making advanced features standard in entry-level models [3][4]. - For example, the 2025 IM L6 starts at 204,900 yuan, including features like an 800V high-voltage platform and Huawei ADS 3.0 driving system, which would typically cost an additional 200,000 yuan in traditional luxury brands [3]. - The coverage of intelligent configurations in Chinese brands is 2.3 times that of joint venture brands, enhancing user experience and pushing competitors to accelerate technological upgrades [3][5]. Group 2: Value Standard Reconstruction - The traditional vehicle classification system is being disrupted, with models like Chery Fengyun A9L offering C-class space standards at a 200,000 yuan price point, equipped with high-end technologies [4][5]. - The Aito M9, priced at 469,800 yuan, surpasses the value standards of luxury brands like the Mercedes-Benz GLS, showcasing a shift in high-end vehicle pricing and features [4][6]. Group 3: Cost Control and Pricing Strategy - Chinese brands achieve competitive pricing through cost control strategies, including supply chain integration and independent software development, resulting in a 30% reduction in battery costs [6][7]. - The implementation of transparent pricing strategies, such as nationwide uniform pricing, enhances competitiveness by returning consumer power to users [7][8]. - The transformation in pricing strategies is leading to a redefinition of market dynamics, as evidenced by a 7.3% year-on-year increase in China's automotive exports in Q1 2025 [7][8]. Group 4: Future Outlook - The ongoing transformation in the automotive industry is expected to continue, with Chinese brands needing to focus on technological innovation and global expansion to maintain their competitive edge [8]. - The ultimate goal for the Chinese automotive industry is to redefine global automotive value standards, transitioning from a "big automotive country" to a "strong automotive country" in the era of smart electric vehicles [8].

5月13日，全新智己L6正式上市，售价区间为20.49万元-26.49万元。该车型是其面向20万元级别主流市 场的一款重磅产品，但随着市场竞争的加剧，全新L6上市能否扭转智己汽车销量颓势仍是未知。 日前，背靠上汽集团、阿里巴巴和张江高科三大巨头的智己汽车，交出了一份"令人担忧"的成绩单。 据智己汽车官方公布数据，其4月交付4366辆，同比增长55%。但根据上汽集团披露产销数据显示，智 己汽车4月销量仅为3326 辆。更值得注意的是，2025年1-4月累计销量为10361辆，相较于2024年同期的 13001辆，同比下滑20.31%。 | 证券代码:600104 | | | | | 证券简称:上汽集团 | | | | | | 公告编号:临 2025-022 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 上海汽车集团股份有限公司2025年4月份产销快报 | | | | | | | | | | | | 上海汽车集团股份有限公司2025年4月份产销快报数据如下: | | 车 ...