拆解深蓝汽车，一次没有说清的组织架构调整

Core Insights - Deep Blue Automotive is undergoing significant organizational changes, leading to a reduction in voices that can counterbalance the CEO, particularly from the marketing system [1][10] - The return of Yang Dayong from Changan Automotive is speculated to bring changes to the management structure, potentially enhancing the marketing and brand management capabilities of Deep Blue [2][12] - Deep Blue's marketing system has been criticized for its shortcomings, with recent incidents highlighting the need for a more robust marketing strategy [3][10] Group 1: Organizational Structure - Deep Blue Automotive's team is heavily skewed towards R&D, with 85% of the team being R&D personnel, compared to 30-40% in competitors like Xpeng and Li Auto [3][5] - The recent organizational adjustments aimed to create a flatter structure and improve decision-making efficiency, but have resulted in fewer voices capable of challenging the CEO [7][10] - The restructuring has led to a narrowing of power for VP-level executives, with many decision-making powers being delegated to director-level positions [9][10] Group 2: Market Performance - In the first half of 2025, Deep Blue delivered 197,000 vehicles, a 79% year-on-year increase, but only achieved 40% of its annual target of 500,000 vehicles [12][14] - Deep Blue currently has six models, none of which have monthly sales exceeding 10,000 units, indicating a need for improved sales performance [13][14] - The brand's positioning is between Changan's other brands, with a target price range of 150,000 to 300,000 yuan [13][15] Group 3: Competitive Landscape - Changan Automotive is actively restructuring its brands, with higher-level product CEOs in place for its other brands compared to Deep Blue's director-level positions [15][17] - The integration of R&D resources across Changan's brands is increasing, with Deep Blue's R&D team remaining separate, which may hinder its ability to leverage shared resources effectively [17][19] - The industry trend is moving towards consolidating R&D resources within larger automotive groups, suggesting that Deep Blue may need to adapt its organizational structure to remain competitive [19][20]