Express News | Buick has introduced multiple new cars utilizing Roewe technology, while SAIC-GM is downplaying its reliance on foreign investment.
Guangxi Shuangying Group is aiming for an IPO, with annual income of 2 billion, relying on major client SAIC Group.
In 2024, the retail sales of automotive consumer goods in our country reached 5 trillion yuan, accounting for 10.31% of the total retail sales of social consumer goods nationwide, becoming an important component of resident consumption. The auto industry, as one of the pillar industries of economic development, has formed a huge industry cluster covering multiple fields such as Steel, Energy, Machinery, electronic services, and finance around downstream vehicle manufacturers. Since the beginning of this year, several automotive industry chain companies such as Huitong Holdings (603409.SH), Yutian Guanjia (301173.SZ), and Huangshan Gujie (301581.SZ) have successfully been listed on the A-shares. In addition, Zhejiang Huayuan (
Exclusive | "Shangjie" is about to be released: Huawei starts "trademark transfer", the first product is optimized based on SAIC's "existing models".
① According to exclusive information from industry insiders obtained by the Financial Associated Press, the Hongmeng Intelligent Driving "Shangjie" brand is scheduled to be officially released on April 10, when more information about new brands and products will be revealed. ② Insiders close to Huawei have informed the Financial Associated Press that the first model of "Shangjie" will be officially launched within this year.
Express News | Exclusive | The "Shangjie" brand plans to launch on April 10, possibly using the SAIC extended-range system solution.
SAIC Motor Corporation (600104.SH): Multiple subsidiaries have connected to DeepSeek.
On March 21, Gelonghui reported that SAIC Motor Corporation Limited (600104.SH) stated on the investor interaction platform that several subsidiaries of SAIC Motor have accessed DeepSeek to explore the enhancement of Business Operations and user experience through AI empowerment. In the future, the company will accelerate the deep integration of AI technology with the entire business chain, continuously improving operation efficiency and product service experience.
Research Reports Gold Mining丨Cinda Securities: Initially rates SAIC Motor Corporation as "Buy", actively transforming into electric intelligence.
On March 21, Glonhui reported that CITIC Securities' Research Reports pointed out that SAIC Group (600104.SH) is centered on its vehicle Business, becoming a leading automaker in the gasoline era. Currently, SAIC Group's operations mainly cover areas such as complete vehicles, parts, mobility services, finance, international Operation, and innovative Technology, forming a business pattern with vehicle Business as the leader, six Sectors closely collaborating, empowering each other, and developing in an integrated manner. The New energy Fund's independent brands are rising strongly, while the joint venture Sector is under operational pressure. There has also been a notable decline in SAIC Group's joint venture Sector, with SAIC Volkswagen, SAIC General Motors' sales, capacity utilization rates, and indicators like Net income all reaching critical points.
SAIC Motor Corporation (600104): State-owned Enterprise Reform promotes development, intelligent collaboration opens a new chapter.
With the core of the Business focusing on complete vehicles, SAIC has become a leading enterprise in the RBOB Gasoline era. The predecessor of SAIC can be traced back to the Shanghai Internal Combustion Engine Parts Manufacturing Company established in 1955, and in 2011, the group achieved Listing As a Whole. In the early stages of development, SAIC Group successively collaborated with Volkswagen of Germany.
Express News | Xinda Securities resumes coverage of SAIC Motor Corporation, rating it as a buy.
Manufacturing vehicles at the production end and selling vehicles at the sales end, nearly 20 complete vehicle companies are rapidly entering the humanoid robot sector.
① Mercedes-Benz announced in a statement that it will invest tens of millions of euros in Apptronik. ② Chongqing Changan Automobile disclosed that it is publicly sourcing suppliers for its humanoid robot research and development project. ③ Chery is also accelerating its layout in a series of new industry clusters including onboard Drones, humanoid robots, Robotaxi, and flying cars.
Express News | The overseas version IM6 of SAIC Zhiji LS6 has officially launched in Thailand.
Express News | Zhi Ji Autos added shareholders including Funds under GTJA.
Express News | Zhi Ji Autos released IM AIOS, marking the first time the Alibaba ecosystem is integrated into a vehicle in the form of an Agent.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
In February, the auto market welcomed a "small spring": the sales of 12 listed in Hong Kong and A-share companies all saw year-on-year growth.
① The data from the Passenger Vehicle Association on March 10 shows that retail sales of passenger vehicles in February reached 1.386 million units, a year-on-year increase of 26.0%; the cumulative retail sales for January and February this year reached 3.179 million units, a year-on-year increase of 1.2%. ② According to statistics from financial reporters, the sales of 12 A/H listed auto companies in February all achieved year-on-year growth. Among them, BYD, Xpeng Motors, LEAPMOTOR, and BAIC BluePark New Energy Technology achieved multiple growth.
Express News | Wang Xiaoqiu has resigned as the Chairman of the Finance Company of Shanghai Automotive Group.
In the era of accelerated AI by Manus, is the AI Application software Sector igniting a "gold rush"?
Although it is still unclear whether Manus's rise to fame is due to hype or genuine skill, the investment effects of AI applications are becoming increasingly evident alongside the accelerated implementation of AI applications catalyzed by DeepSeek.
Express News | GTJA maintains a "Shareholding" rating for Huayu Automotive Systems with a Target Price of 21.67 yuan.
Express News | The FTSE China A50 Index will include Cambricon, China United Network Communications, and GTJA.
Express News | Liu Qinjian, spokesperson for the Third Session of the Fourteenth National People's Congress: The rise of DeepSeek showcases China's innovation and inclusiveness.
Express News | NavInfo Co., Ltd.'s intelligent solutions make their way into SAIC Motor.