Jing Ji Guan Cha Wang·2025-12-19 03:40Core Viewpoint - GAC Group has initiated a reform of its autonomous brand Business Units (BUs), with the Haobo and Aion BUs being the first to be established, aiming to enhance resource sharing and operational efficiency in a highly competitive automotive market [2] Group 1: Business Unit Reform - The Haobo and Aion brands will operate under a unified management structure to maximize resource synergy and improve organizational efficiency [2] - The integration of sales channels for Haobo and Aion will occur in phases, with the first phase expected to announce sales and service points by January 31, 2026, covering over 30 cities [2] - By March 31, 2026, a complete channel integration is planned, resulting in over 1,000 sales points and 100% coverage in cities above the fourth tier [2] Group 2: Sales Channel Strategy - Some GAC Trumpchi dealerships have begun selling the newly launched Aion i60 model, indicating a strategy to expand sales channels for Aion vehicles [3] - GAC Group is accelerating the establishment of comprehensive sales service centers to reach areas where traditional 4S stores are not viable due to high costs [3] - The comprehensive sales service centers will allow for multi-brand sales, reducing the financial barrier for dealers to enter the market [4] Group 3: Organizational and Process Changes - GAC Group is implementing a systematic transformation, learning from Huawei's processes to create an end-to-end management system focused on user insights and product development [5] - The establishment of a shared center and a large R&D system for autonomous brands has led to a 50% increase in business efficiency and a reduction in new car development cycles from 26 months to 18-21 months [6] - Despite these changes, GAC Group reported a 10.80% year-on-year decline in cumulative sales from January to November, indicating that the effects of the reforms have yet to materialize [6]