长安汽车2024股东大会丨重组不影响既定战略 2025年销量目标300万辆

Group 1: Company Goals and Performance - The company aims to achieve a total revenue of 300 billion yuan and sales of 3 million vehicles by 2025, with 1 million of those being new energy vehicles [1] - In 2024, the company reported a record high revenue of 159.73 billion yuan, a year-on-year increase of 5.58%, while net profit decreased by 35.37% to 7.32 billion yuan [5] - The total revenue, including Avita, reached 276.72 billion yuan, reflecting a year-on-year growth of 7.7% [5] Group 2: New Energy Vehicle Strategy - The company plans to sell 1 million new energy vehicles this year, a growth rate of over 36% compared to last year’s sales of 735,000 units, which increased by 53% year-on-year [4] - The company’s Deep Blue brand aims to reach a monthly sales volume of 30,000 units to achieve breakeven, expected to be realized this year [4] - Avita is still in the investment phase, with breakeven anticipated by 2026, and plans to launch 17 new products by 2030, targeting global sales of 800,000 units by that year [4] Group 3: Restructuring and Industry Competition - The chairman views the restructuring with Dongfeng as a significant and beneficial move for the long-term development of the company, asserting it will not affect existing strategies [3] - The restructuring is part of a broader trend in the industry, aimed at enhancing competitiveness and achieving economies of scale [3] - The chairman believes the industry is entering a healthier competitive phase, with a return to rational capital markets and stable business operations expected within two years [5]