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SAIC Motor Reaches 100 Millionth Customer Globally, 19 Models in Relay Delivery

2026-06-02126 views
SAIC Motor completed the delivery ceremony for its 100 millionth customer globally, with 19 models across its portfolio participating in a relay delivery event. May vehicle sales reached 349,000 units, with 1.651 million cumulative through May. Self-owned brand sales reached 263,000 units, accounting for 71.1% of group sales for the first time. NEV sales in May reached 182,000 units, up 46.5% YoY. Overseas sales in May reached 130,000 units, up 32.5% YoY.

100 Million Users: A Historic Milestone for China's Auto Industry

In June 2026, SAIC Motor achieved a feat with profound industry symbolism — delivery of its 100 millionth customer globally. Nineteen models across its portfolio participated in a synchronized relay delivery ceremony, spanning from Roewe and MG to IM and Maxus, covering the full self-owned brand matrix.

What does this number signify?

  • SAIC Motor became the first Chinese automotive group in history to reach 100 million cumulative customers
  • From the first "Phoenix" sedan rolling off the line in 1958 to the 100 millionth customer, the journey spans 68 years
  • The last decade alone contributed over 60 million of those customers, with the growth curve steepening dramatically in the NEV era

May Sales: Structural Inflection as Self-Owned Share Tops 70%

May sales data reveal a critical inflection point:

MetricMay DataYoY ChangeStructural Significance
Total Vehicle Sales349,000 units+14.7%Steady monthly growth
Self-Owned Brands263,000 units+14.7%71.1% share, first time above 70%
NEV Sales182,000 units+46.5%Growth far outpacing market average
Overseas Sales130,000 units+32.5%Globalization entering harvest phase

Self-owned brand share crossing the 70% threshold for the first time signals a fundamental shift in SAIC Motor's profit structure. The long-standing pattern of joint venture brands dominating both volume and profit is undergoing a landmark reversal in 2026.

New Energy: Returns on 182,000 Units of Technology Investment

May NEV sales of 182,000 units, up 46.5% year-over-year, stem from simultaneous advances across multiple technology routes:

  1. Pure-Electric Platform: IM LS8, MG4, and Roewe D-Series based on the Nebula platform continue to scale
  2. PHEV Technology: DMH super-hybrid system rolls out comprehensively across Roewe and MG, balancing fuel consumption and range
  3. Battery Swap Network: Roewe's battery swap models co-developed with NIO gain market traction through charging convenience

IM Motor, SAIC's premium intelligent EV brand, posted May sales growth of 77.5% YoY and cumulative Jan-May growth of 114.6%. MG's overseas performance remains consistently strong, with the MG4 exceeding 15,000 units in May for its eighth consecutive month above 10,000.

Overseas 130,000 Units: Globalization 3.0 Enters Harvest Phase

May overseas sales of 130,000 units, up 32.5% YoY, reflect SAIC Motor's overseas strategy evolution from early complete-vehicle exports (Phase 1.0), to overseas factory construction (Phase 2.0), and now into the "Glocal — Global + Local" strategy (Phase 3.0).

Key overseas milestones:

  • Production Bases: Four overseas plants in Thailand, Indonesia, India, and Pakistan operational
  • R&D Centers: Three overseas innovation centers including London actively running
  • Next Three Years: Plans to launch 17 overseas-specific new models
  • 2026 Target: Overseas sales target of 1.5 million units

For buyers in Central Asia and Russia, MG brand recognition continues to rise. Models like the MG ZS and MG4, validated in European markets, provide reliable credentials for entry into Russia and Central Asian markets. SAIC Maxus's commercial NEV portfolio also offers pure-electric and PHEV solutions for logistics and public transit applications in Central Asia.

From the 100 millionth customer onward, SAIC Motor's next target points to a higher dimension — upgrading from product exports to technology exports and standards exports. EX1000.COM will continue tracking SAIC Motor's compliance progress and model introduction timelines for Central Asia and Russia.

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