与比亚迪“拼刺刀”：上汽集团前三季度重回第一

财中社10-09 17:28

10月8日，上汽集团（600104.SH）发布9月产销快报。前三季度，上汽累计销售整车314.7万辆，领先比亚迪（002594.SZ/01211.HK）约1.5万辆，重回国内车企累计销量第一。　　这个位置，上汽丢了近两年。2024年，比亚迪以427.2万辆年销量反超上汽集团，终结了后者连续18年的销冠纪录。当年上汽卖出401.3万辆，但同比下滑约20%。　　2025年9月，上汽集团单月卖出44万辆...

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BYD.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"600104":1.97,"BYDDY":1.88,"HYDD.SI":0.6,"01211":1.88,"FDRV":0.6,"SMOG":0.6,"002594":1.88},"content_text":"10月8日，上汽集团（600104.SH）发布9月产销快报。前三季度，上汽累计销售整车314.7万辆，领先比亚迪（002594.SZ/01211.HK）约1.5万辆，重回国内车企累计销量第一。　　这个位置，上汽丢了近两年。2024年，比亚迪以427.2万辆年销量反超上汽集团，终结了后者连续18年的销冠纪录。当年上汽卖出401.3万辆，但同比下滑约20%。　　2025年9月，上汽集团单月卖出44万辆、同比增长40.4%，时隔18个月重回月度第一，但全年累计仍排在比亚迪之后。直到2026年9月，上汽才在累计口径上重新登顶。　　并不轻松的近两年背后，上汽集团正努力从人事、技术到海外，进行一场重建。　　重回第一　　7月底8月初，上汽旗下四大核心板块总经理在两个月内全部换人。卢晓从上汽通用调任上汽乘用车总经理，徐平从华域汽车接掌上汽通用，陶海龙出任华域汽车总经理，上汽大众总经理由吴赟接棒。　　这是上汽集团核心层轮岗的最新一轮调整。而过去两三年，上汽集团的高层调整一直未停。2023年底，贾健旭、蒋峻、吴冰三位少帅升任集团副总裁；2025年2月，整合后的上汽大乘用车板块对63位中高层管理人员做了全员内部竞聘。　　轮岗不只是换人。　　干部在板块之间流动，管理经验得以复用，重复职能被压缩，各板块的供应商准入、集中采购、账期和结算方式也纳入统一框架，供应链成本随之下降。更关键的是，采购、供应商管理等要害岗位不再由同一批人长期把持，固化的利益格局被打破，权力寻租和利益输送的空间被压缩。通过这套机制运作，上汽集团供应链降本的同时也在防腐。　　机制之外，上汽集团在泛亚汽车技术中心的底子上，持续押注电动化、智能化，累计投入超1500亿元，攒下近2.6万项有效专利，搭建起完整的技术体系，覆盖纯电、混动、氢能三大整车平台，搭配电池、电驱、超混系统、智能车全栈方案，体系已迭代至2.0版。　　落地层面，半固态电池已经率先装车MG 4/4X实现批量交付，全固态电池则瞄准2027年量产落地。智己LS9搭载国内首款获认证的全线控转向系统，响应速度仅20毫秒，灵蜥数字底盘3.0直接做到全系标配。　　1-9月，上汽集团乘用车累计销量86.75万辆，同比上涨45.6%；智己交付5.97 万辆，增幅40.1%；上汽大通21.52 万辆，同比增长34%。集团新能源整体销量138.83 万辆，同比提升28.2%。上汽自主板块的走强，是重回行业第一的关键。　　不仅如此，上海集团还积极调整对外布局。2019年，上汽入局地平线机器人-W（09660.HK），2021年加注Momenta（06880.HK），两次投资均成为标的第一大机构股东。目前，上汽通过境外主体持有Momenta 9.45%股份，Momenta同时持有智己汽车股权，构建起行业里并不多见的双向持股格局。　　7月Momenta登陆港交所，双方联合开发的IM AD ZETA 智驾系统，构成智己核心产品竞争力；上汽大众行云智能辅助驾驶，则采用Momenta R7 强化学习世界模型。由此，上汽补齐了智驾短板。　　海外市场则是上汽另一个增长极。2025年，上汽推出海外战略3.0，将出口转向研产销一体化的本地化运营。泰国、印尼、印度、巴基斯坦四大整车工厂已经投产；哈萨克斯坦KD工厂、西班牙基地还在推进，法兰克福欧洲工程中心也已启用。产品销往全球170多个国家和地区，海外累计交付量跨过700万大关。　　账期根基　　重新起势的背后，上汽集团背后一些不容易看到的细节，同样值得注意。　　2025年6月1日，修订后的《保障中小企业款项支付条例》开始施行，要求大型企业从中小企业采购，自交付之日起60日内付款，不得强制中小企业接受商业汇票等非现金方式。当月，17家重点车企承诺账期不超过60天，上汽集团6月11日率先表态，是业内第一个明确排除商票的车企。　　同年9月15日，中国汽车工业协会发布《汽车整车企业供应商账款支付规范倡议》，对验收时限、账期起算、支付方式等作出规范，一汽、东风、长安、上汽、比亚迪、理想汽车（02015.HK）等17家车企当日表态响应。　　2026年9月7日，工信部办公厅、市场监管总局办公厅联合印发《关于推动汽车企业规范供应商账款支付优化账期管理的通知》，要求一般零部件3个工作日内完成验收、需装车验证的不超过5个工作日，鼓励对中小企业供应商30天内付款、最长不超过60天，并明确不得强迫或变相强迫供应商接受商业汇票等非现金支付方式。　　上汽集团从2025年公开承诺并执行，是承诺车企中执行标准最严格的一家。须知道，价格战打了几年，整车厂利润承压，压价之外，拉长账期、票据化支付成了多数车企变相占用供应商资金的手段。　　对中小供应商来说，账期从验收合格之日起算，验收、集中对账、开票每拖一天，实际回款就多一天，实际占用资金的时间可能远超60天。也因此，上汽集团愿意从根基做起，积极履行“链主”责任，背后压力其实不小。　　当然，前三季度销量重回第一的上汽集团，考验并没结束。1-9月，上汽大众卖出49.26万辆，同比下降34.5%，上汽通用卖出34.09万辆，同比下降10.4%。上汽选择把合资期延长到2040年，同时把增长押在自主品牌、新能源和海外，上半年自主品牌销量占比已达71.8%。但累计销量和去年同期基本持平，领先比亚迪只有约1.5万辆，9月单月又被反超。这个第一的成色和拉锯，还要等接下来三个月的“拼刺刀”来检验，要等年报和供应商的每一笔回款来验证。（文章来源：财中社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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