很高兴能借此机会与大家分享上汽通用汽车合资企业发展历程中的一个重要里程碑，并对各位在我们的成功道路上所发挥的关键作用表示衷心感谢。
通用汽车与上汽集团已达成协议，将上汽通用的合资期限延长至2047年。此次续约不仅彰显了双方股东对这一合作伙伴关系的坚定信心，也印证了上汽通用坚实的业务基础，以及对在背后鼎力支持我们的供应商生态系统的充分认可。
在近三十年的时间里，上汽通用已累计生产并交付了超过2000万辆汽车，并在中国构建了完整的整车研发能力。这一切离不开广大供应商伙伴的卓越贡献——离不开你们在技术、质量、成本竞争力、交付表现，以及在瞬息万变的市场中所展现出的敏捷应对。
此次续约开启了全新的篇章，我们将更加聚焦于电动化与智能网联汽车、更强劲的本土创新，以及可持续的盈利能力。到2030年，上汽通用计划推出至少30款新能源汽车。这就要求我们必须在软件、电子、电池、动力系统和核心零部件等领域与供应商开展更深层次的合作，并继续在制造和质量管理等领域保持卓越。
我们深知，过去几年充满挑战——市场竞争日益激烈、价格压力不断加剧，我们的产品线也经历了重大转型。面对这些，我们携手并肩，采取了一系列措施来优化业务规模、提升运营效率并恢复财务健康。此次续约决定发出了一个强有力的信号：我们的努力正在收获成效，并且我们已经看到了一条通向可持续、互利共赢增长的清晰路径。
展望未来，我们的期望明确且要求严格：绝不妥协的质量要求、极具竞争力的综合成本、稳健的供应保障，以及在所有运营市场中对创新和合规的共同承诺。作为回报，我们将致力于与您建立长期的合作伙伴关系——在可行的情况下提供更清晰的需求预测，尽早探讨技术发展路线图，并在做出采购决策时兼顾竞争力与稳定性。
感谢您对上汽通用的信任与支持。在迈入下一个发展阶段之际，我期待能与大家继续携手，共同打造一个更强大、更具韧性、更富创新精神的供应链体系，以更好地服务我们的客户。
We want to share an important milestone for our joint venture, SAIC-GM – and to thank you for the role you play in our success.
General Motors and SAIC Motor have agreed to extend the SAIC-GM joint venture for another 20 years, through 2047. This renewal reflects both shareholders’ confidence in the partnership, in the strength of SAIC-GM’s business fundamentals, and in the ecosystem of suppliers that supports us.
For nearly three decades, SAIC-GM has manufactured and delivered more than 20 million vehicles and built full vehicle development capabilities in China. None of this would have been possible without the contributions of our supply base – your technology, quality, cost competitiveness, delivery performance and agility in a rapidly changing market.
The renewal opens a new chapter focused on electrified and intelligent vehicles, stronger local innovation, and sustainable profitability. By 2030, SAIC-GM plans to launch at least 30 new energy vehicles. This will require even deeper collaboration with suppliers on software, electronics, batteries, propulsion systems and core components, as well as continued excellence in areas of manufacturing and quality.
We recognize that the past few years have been challenging, with intense competition, pricing pressure and significant transformations in our portfolio. Together, we have taken actions to right-size the business, improve operational efficiency and restore financial health. The decision to renew the JV is a strong signal that this work is paying off and that we see a clear path to sustainable, mutually beneficial growth.
Our expectations going forward are simple but demanding: uncompromising quality, competitive total cost, robust supply assurance and a shared commitment to innovation and compliance in all markets we serve. In return, we are committed to working with you as long-term partners – providing clearer demand visibility where possible, engaging earlier on technology roadmaps, and making sourcing decisions that balance competitiveness with stability.
Thank you for your trust and partnership with SAIC-GM. As we move into this next phase, I look forward to working with you to build an even stronger, more resilient and more innovative supply base that supports our customers.
