“关键先生”到位！Stellantis积极信号不断，神龙汽车能否打好“反击战”？

Core Viewpoint - The recent management reshuffle at Dongfeng Peugeot Citroën Automobile Company (DPCA) signals a strategic counterattack as the company faces significant challenges, including declining sales and slow electric vehicle (EV) transition [1][3][5]. Management Changes - Lü Haitao, a veteran with a history of driving sales growth, has been appointed as the new General Manager, alongside other key appointments including Cheng Jun as Party Secretary and Deputy General Manager [1][3]. - The new leadership aims to implement a transformation strategy that aligns with Chinese standards and customer needs, leveraging local supply chains and speed [3][5]. Sales Performance - DPCA's sales have plummeted from a peak of 700,000 units in 2015 to an estimated 68,000 units in 2024, highlighting the urgency for a turnaround [3][5]. - The newly launched EV brand "HEDMOS" and its first model, the HEDMOS 06, have not met expectations, with only 474 units sold since its May launch [5][11]. Strategic Partnerships - Stellantis Group has shown strong support for DPCA's turnaround efforts, with increased interactions and visits from top executives, indicating a renewed focus on the Chinese market [8][9]. - The recent leadership changes and strategic upgrades are seen as positive signals for the company's future, although challenges remain in executing product planning and optimizing marketing strategies [11].