长安汽车(000625)：重组方案初步落地 国际化进程有望提速

Group 1 - The core point of the news is the restructuring of China Weapon Equipment Group, which will lead to the establishment of an independent central enterprise focused on the automotive business, enhancing resource allocation efficiency and accelerating internationalization [1][2] - The new automotive group is expected to be established within 2-3 months, with a focus on improving operational efficiency and receiving strong support from the State-owned Assets Supervision and Administration Commission (SASAC) and local governments [2] - The launch of the Deep Blue S09 pre-sale is part of the company's "big product" strategy transformation, with significant demand indicated by over 20,000 pre-orders within a month [2] Group 2 - The restructuring is anticipated to enhance resource allocation efficiency, with the company expected to achieve revenues of 186.9 billion, 211 billion, and 232.3 billion yuan from 2025 to 2027, alongside net profits of 7.91 billion, 10.03 billion, and 12.15 billion yuan respectively [3] - The company is advancing its strategic layouts, including "Beidou Tianshu," "Shangri-La," and "Haina Baichuan," as part of its transformation strategy [3]