Core Viewpoint - Zhiji Auto, a user-oriented automotive technology company founded by SAIC Group, Zhangjiang Hi-Tech, and Alibaba Group in 2020, is making significant strides in the market with its new generation LS6 model, which has received over 48,000 pre-orders since its launch [1][3]. Group 1: Product Launch and Features - The new generation Zhiji LS6 is the only large five-seat range-extended SUV in the domestic market equipped with a large battery, officially starting pre-sales on August 15, with prices ranging from 209,900 to 279,900 yuan [3]. - The LS6 offers a maximum pre-sale benefit of 74,400 yuan, including a 16,000 yuan "Comfort Package" for orders placed before September 10 [3]. - The LS6 Super Range 66 Max version, priced at 239,900 yuan, is the most popular model, accounting for over 60% of orders, featuring the "Star" super range technology and advanced configurations such as a new generation digital chassis and ultra-fast charging capabilities [3][4]. Group 2: Market Insights and User Demographics - Over 52% of pre-orders for the LS6 come from traditional fuel vehicle users, indicating a successful transition strategy aided by the performance of the "Star" super range technology, which offers a pure electric range of up to 450 km and a comprehensive range of 1,502 km [3][4]. - The LS6's 800V ultra-fast charging platform allows for a 310 km charge in just 15 minutes, addressing concerns about range and charging for fuel vehicle users [4]. Group 3: Safety and Performance Features - The LS6 is equipped with a "Digital Chassis" that significantly enhances vehicle stability, with features designed to manage extreme conditions such as tire blowouts and reduce rollover risks by 45% [4]. - The four-wheel steering system allows for a turning radius as low as 4.79 meters, providing agility comparable to smaller vehicles despite its nearly 5-meter length [4]. Group 4: Future Product Plans - In addition to the LS6, Zhiji Auto is set to unveil its first large six-seat SUV, the LS9, which will feature high-performance "Star" super range technology and next-generation digital chassis, with a planned launch in the fourth quarter of this year [5]. - The LS9 will introduce unique features such as 4D mechanical massage seats and a cabin air purification system, further diversifying Zhiji Auto's product lineup alongside the LS6 and other models [5].

Core Insights - The new generation of Zhiji LS6 was showcased at the 2025 Chengdu International Auto Show, with a pre-sale price range of 209,900 to 279,900 yuan, and has received over 48,000 orders since the pre-sale began on August 15 [1][3] - Zhiji Auto announced an enhancement to the pre-sale benefits, with a total value of up to 74,400 yuan when combined with the "Comfort Package" priced at 1,600 yuan [1] Group 1 - Over 52% of the orders for the new Zhiji LS6 come from traditional fuel vehicle users [3] - The LS6 range-extended version features the "Star" super range extension technology, a new generation Lingxi digital chassis, smart four-wheel steering system, ultra-long-range lidar, Orin X chip, and an 800V ultra-fast charging high-voltage platform [3] - The "Star" super range extension provides a pure electric range of 450 kilometers (CLTC), with the 800V ultra-fast charging platform allowing for a 310-kilometer charge in just 15 minutes, and a combined fuel and electric consumption of 2.07L per 100 kilometers [3] Group 2 - The new Zhiji LS9, the brand's first flagship six-seat SUV, was also previewed at the auto show, featuring a high-performance version of the "Star" super range extension and the next-generation Lingxi digital chassis [3] - The LS9 will include 4D mechanical massage seats, a cabin air purification system, B&O luxury audio, and an outdoor luxury package, with plans for an official launch in the fourth quarter of this year [3]

Group 1 - The new generation of Zhiji LS6 has received significant attention since its pre-sale began on August 15, with over 48,000 pre-orders reported [3] - The vehicle features "Star" super extended range technology, offering a pure electric range of 450 kilometers and a comprehensive range of 1502 kilometers, which is double that of traditional fuel vehicles [5] - The LS6 has successfully passed extreme cold testing, addressing concerns about charging in winter conditions, ensuring reliable battery performance [5] Group 2 - The LS6's configuration includes advanced features such as a new generation Lingxi digital chassis, smart four-wheel steering system, and ultra-fast 800V charging platform [7] - The vehicle's luxurious interior has attracted over 75% of users, with high-end features like a dual-door refrigerator and electric sunshade [7] - The upcoming flagship model, Zhiji LS9, will showcase high-performance "Star" super extended range technology and luxury features like 4D mechanical massage seats, set to launch in Q4 of this year [8]

Core Insights - The new generation of Zhiji LS6, a "super five-seat intelligent SUV," was unveiled at the 2025 Chengdu International Auto Show, positioning itself as a must-see model due to its advanced capabilities [1] - The pre-sale price range for the new Zhiji LS6 is set between 209,900 yuan and 279,900 yuan, with over 48,000 pre-sale orders received since August 15, indicating strong market interest [3] - The LS6 features the "Star" super-range technology, combining the advantages of electric, hybrid, and gasoline vehicles, and is marketed as a "self-charging electric vehicle" [6] Market Performance - The LS6 has attracted over 52% of orders from traditional fuel vehicle users, showcasing its appeal in converting conventional car owners to electric [8] - The vehicle boasts a pure electric range of 450 kilometers and a total range of 1,502 kilometers, significantly alleviating concerns about range and charging for potential buyers [8] - The LS6's fuel consumption is reported at 2.07 liters per 100 kilometers, making it an economical choice for users [8] Technological Advancements - The LS6 incorporates cutting-edge features such as the new generation Lingxi digital chassis, smart four-wheel steering system, and ultra-fast 800V charging platform [6] - The vehicle has successfully passed extreme cold tests, addressing winter charging concerns and ensuring reliable performance in harsh conditions [10] - The LS6 is equipped with advanced safety and comfort features, including a unique four-wheel steering system and a spacious interior designed for family comfort [13] Future Developments - The company plans to unveil the LS9, a flagship six-seat SUV, which will feature high-performance "Star" super-range technology and innovative comfort features [15] - The LS9 is expected to include unique offerings such as 4D mechanical massage seats and a cabin air purification system, enhancing the user experience [16] - The LS9 is scheduled for launch in the fourth quarter of this year, promising to exceed customer expectations with its advanced features [16] Event Highlights - The Chengdu Auto Show, running from August 29 to September 7, showcases various models including the new Zhiji L6 and the updated LS7, emphasizing the brand's commitment to high-end intelligent mobility solutions [18]

Core Viewpoint - The new generation Zhiji LS6 has officially started pre-sales, offering both super range extender and pure electric versions, with a price range of 219,900 to 289,900 yuan [2] Group 1: Product Features - The new Zhiji LS6 features the latest Lingxi digital chassis and the German Continental MKC2 line control braking system [2] - It includes a bi-directional 18° smart four-wheel steering system, achieving a turning radius as low as 4.79 meters [2] - The interior boasts a new all-scenario digital cockpit with flagship MinLED display technology and a 15.6-inch 3K entertainment screen for the passenger side [2] - The vehicle is equipped with NVIDIA Thor driving assistance solution and 520-line super laser radar [2] Group 2: Powertrain and Range - The LS6 introduces the "Stellar" super range extender technology, combining a 66 kWh large capacity battery with an 800V high-voltage platform [2] - It offers a CLTC pure electric range of up to 450 km and a comprehensive range exceeding 1500 km, with the ability to recharge 310 km in just 15 minutes [2] Group 3: Market Launch - The official launch and delivery of the new Zhiji LS6 is scheduled for September 10 this year [2]

Core Viewpoint - The new generation of Zhiji LS6, a five-seat intelligent SUV, has officially started pre-sales, offering both super extended range and pure electric versions, aiming to disrupt the large SUV market with advanced technology and luxury features [1][21]. Group 1: Product Features - The new generation Zhiji LS6 features the "Lingxi" digital chassis, integrating advanced electronic architecture and top-tier hardware for enhanced driving performance, including a unique tire blowout stability control and active anti-roll technology [3][11]. - The vehicle offers a spacious interior with a high space utilization rate of 90%, innovative seating configurations, and luxury amenities such as a dual-door refrigerator and advanced sound systems [11][19]. - It is equipped with a 27.1-inch 5K cockpit screen and a 15.6-inch entertainment screen for an immersive user experience, along with upgraded safety features for adverse weather conditions [6][10]. Group 2: Pricing and Models - The new generation Zhiji LS6 is available in four models with pre-sale prices ranging from 209,900 to 289,900 yuan, with specific models priced at 209,900 yuan for the pure electric Pro and 279,900 yuan for the pure electric Ultra [4][21]. Group 3: Technological Innovations - The "Hengxing" super extended range technology, developed in collaboration with CATL, allows the LS6 to achieve a range of 1500 km, addressing common concerns about range anxiety and charging convenience [15][19]. - The vehicle features an industry-leading 66 kWh battery with a pure electric range exceeding 450 km and ultra-fast charging capabilities, allowing for a 310 km range boost in just 15 minutes [17][19]. Group 4: Market Positioning - The new generation Zhiji LS6 is positioned as a top choice in the 200,000 yuan segment for intelligent five-seat SUVs, emphasizing its electric and intelligent travel transformation [21].

Core Viewpoint - SAIC Group is undergoing an internal integration of its parts system, aiming to reduce the conflict between vehicle manufacturers and parts suppliers, and enhance collaboration through a more integrated approach [2][3][8]. Group 1: Integration Strategy - SAIC is restructuring its parts companies into two main entities: "Upper Body" led by Yanfeng and "Lower Body" which is a new chassis company under preparation [3][6]. - The integration focuses on "whole-zero synergy," enhancing project communication beyond the typical client-supplier relationship [4][6]. - The new chassis company will integrate several subsidiaries, including Shanghai Huizhong and Lianchuang Automotive Electronics, with the aim of establishing a smart chassis architecture [6]. Group 2: Business Model and Technology - The "Lingxi Digital Chassis," developed by SAIC's R&D institute, incorporates advanced technologies like rear-wheel steering and electronic suspension, which are currently rare in the 200,000 to 300,000 yuan price range [7]. - SAIC aims to leverage its extensive experience and mature parts industry to enhance the competitiveness of its brands, while also sharing R&D costs through increased adoption of the smart chassis [7]. Group 3: Financial Performance and Market Position - Despite having a robust parts system, SAIC's automotive business reported a gross margin of only 3.86% last year, compared to 17.91% for its parts business, while BYD achieved a gross margin of 22.31% through vertical integration [7]. - The automotive industry is entering a phase of consolidation, with companies like Geely and BYD also pursuing integration strategies to streamline operations and enhance technological capabilities [8].

减少整⻋企业和零部件企业之间的博弈。 文 丨 郭瑞婵 编辑 丨 龚方毅 上汽集团内部的整合行动延伸至旗下零部件体系。我们获悉，上汽正按照 "上车身" 与 "下车 身" 将零部件企业整合为两大主体，"上车身" 以延锋为主，"下车身" 则是筹备中的新底盘公 司。 据我们了解，具体的整合形式还没有完全定下来，可以明确的是整合行动围绕整零协同展开。 一位接近上汽的知情人士告诉我们，"上车身" 的范围囊括车身、内外饰与智能座舱，整合不一 定是以组织合并的形式，但一定会在项目沟通上做更密切的连接，超越普通的甲乙方关系。一 位延锋的员工也表示，"零部件这块整体合作"，去年策划的项目已经在按照这个思路推进。 至于 "下车身"，我们了解到，新底盘公司将由上海汇众、联创汽车电子及其子公司创时智驾、擎度科 技等整合而来。 针对以上信息，我们已向上汽集团进行求证，但截至发稿前未能获得确认。 新底盘公司的第一次曝光是在 4 月，当时有媒体报道称，上汽将整合旗下几家零部件子公司组建新的 智能底盘架构公司，并预计今年 6 月完成，新底盘公司的负责人为原上汽集团研发总院院长芦勇，他 上个月卸任研发总院院长一职，调往上海汇众。 - FIN - ...