长安汽车业绩会回应重组计划：与东风重组方案已基本完成

Core Viewpoint - Changan Automobile is actively participating in a restructuring process that will not affect its existing development strategies, including brand, technology, and planning [1] Group 1: Restructuring and Strategic Plans - Changan Automobile's chairman stated that the restructuring plan is nearly complete and will not impact the company's established strategies [1] - The restructuring discussions involve Dongfeng Group and other state-owned enterprises, with ongoing integration efforts between Changan and Dongfeng [1] - The State-owned Assets Supervision and Administration Commission (SASAC) aims to strategically restructure state-owned automobile enterprises to enhance industry concentration and competitiveness [1] Group 2: Market Competition and Financial Performance - The domestic automotive market is highly competitive, with an accelerated industry reshuffle expected in the next two years [2] - By 2030, the market share for pure electric vehicles, plug-in hybrids, and fuel vehicles is projected to reach 40%, 40%, and 20%, respectively [2] - Changan's 2024 revenue is projected at 159.733 billion yuan, a year-on-year increase of 5.58%, while net profit is expected to decline by 35.37% to 7.321 billion yuan [2] Group 3: Future Goals and Investments - Changan aims for total sales of 3 million vehicles and revenue of 300 billion yuan by 2025, with a target of 1 million new energy vehicles and 1 million overseas sales [3] - The investment plan for 2025 is set at 10.742 billion yuan, with a long-term goal of achieving 5 million total sales and 3.5 million new energy vehicle sales by 2030 [3] - Changan plans to increase R&D investment significantly, with a focus on new energy and hybrid vehicles [2][3] Group 4: Leadership Changes and External Factors - Wang Jun has officially stepped down as president of Changan Automobile and will no longer hold any position within the company [3] - Changan's exports to the U.S. account for only 1.9% of its total exports, indicating limited impact from recent U.S. tariff increases [3]