“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 [4][5]. Management Changes - Lü Haitao, a veteran known for previously leading the company to peak sales, has been appointed as General Manager, alongside other key appointments aimed at driving transformation [2][4]. - The new leadership team is expected to enhance decision-making efficiency and resource allocation to address the company's challenges [6]. Sales and Market Challenges - 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 [5]. - The company has struggled with slow product iteration and a shrinking dealer network, contributing to its weakened brand presence [5]. New Energy Vehicle (NEV) Strategy - DPCA launched its NEV brand "HEDMOS" in March, marking a significant step in its transition strategy, with the first model, the HEDMOS 06, positioned as an A+ class pure electric SUV [5]. - Despite the launch, the HEDMOS 06 has seen disappointing sales, with only 474 units sold since its debut in May [6]. Support from Stellantis - Stellantis, DPCA's foreign partner, has shown renewed commitment to the Chinese market, with increased interactions and strategic discussions aimed at enhancing collaboration [7][9]. - The new CEO of Stellantis, Antonio Filosa, has emphasized the importance of accelerating the company's EV transition in China, indicating a strategic shift in focus [7][9]. Future Outlook - The effectiveness of the new leadership in executing product planning and optimizing marketing strategies will be crucial for DPCA's recovery and future success [9].