DFAC(SH:600006) Zhong Guo Jing Ying Bao·2025-08-02 14:24Core Viewpoint - Dongfeng Yipai Automotive Technology Company (Yipai Technology) aims to become a model of a user-oriented and technology-driven enterprise, focusing on integrating its brand structure and enhancing its product offerings through strategic partnerships, particularly with Huawei [2][3][8]. Group 1: Company Overview - Yipai Technology was officially launched after the integration of three brands: Dongfeng Fengshen, Dongfeng Yipai, and Dongfeng Nami, into a new strategic framework [3][4]. - The company is led by General Manager Wang Junjun, who emphasizes a user-centric and technology-driven approach to becoming a reliable tech company [3][4]. - The new brand architecture will focus on a "dual brand, multi-series" strategy, consolidating resources to enhance brand competitiveness and operational efficiency [4][5]. Group 2: Strategic Plans - Yipai Technology has introduced the "Future Wings" strategy, which includes four pillars: Technology Wing, Brand Wing, Product Wing, and Overseas Wing, to drive rapid development [2][3]. - The product matrix is expected to expand to 20 models by 2028, with a commitment to annual updates for each model [4][5]. - The company plans to launch a new intelligent premium series in collaboration with Huawei, with the first model being a full-size SUV set to debut in 2026 [8]. Group 3: Market Positioning - The integrated Dongfeng Yipai brand will offer two main product lines: mainstream technology aimed at young consumers and intelligent premium products targeting the mid-to-high-end market [4][5]. - Dongfeng Fengshen will focus on the global energy-efficient vehicle market, enhancing technology and expanding product offerings [4][5]. - The overall sales target for the three brands under Dongfeng is projected to reach 213,000 units in 2024, reflecting an 82.4% year-on-year growth [5]. Group 4: User Engagement and Efficiency - Yipai Technology aims to enhance user engagement by implementing a rapid response system for user inquiries and feedback, with a goal of resolving issues within a day [7]. - The company emphasizes the importance of user feedback in driving technological innovation and product development [7]. - Regular user communication sessions and direct access to executives are part of the strategy to ensure user needs are prioritized [7]. Group 5: Collaboration with Huawei - The partnership with Huawei is set to deepen, focusing on smart vehicle development and enhancing product technology [8][9]. - The collaboration aims to leverage Huawei's advanced technologies, such as the next-generation Qian Kun intelligent driving system and HarmonyOS cockpit, in Yipai Technology's upcoming models [8][9]. - This strategic alliance is part of a broader trend within Dongfeng's brands to enhance their technological capabilities and market positioning [9].