广汽“勒紧裤腰带”

Core Viewpoint - GAC Group has announced a reform of its independent brand business units (BUs), notably merging the Haobo brand with Aion, indicating a strategic shift in response to market challenges and performance pressures [2][3]. Group 1: Brand and Market Performance - Haobo was initially launched as a high-end sub-brand of Aion, with aspirations to become "the Porsche of China," but has struggled to meet sales expectations, selling only 15,483 units from January to November, a year-on-year decline of approximately 3% [3]. - Aion's sales also faced challenges, with 247,900 units sold during the same period, reflecting a 19.29% decrease compared to the previous year [3]. - The merger aims to consolidate resources and improve efficiency in a competitive market characterized by price wars and declining profits [3][4]. Group 2: Strategic Reforms and Operational Efficiency - GAC Group's reform strategy involves a 2+3+X phased approach, with the Haobo-Aion BU merger being a key pilot project aimed at breaking down silos in research and development [4]. - The new BU structure will enhance collaboration across core functions such as strategy, product development, and sales, ultimately aiming to reduce costs and improve market competitiveness [4][5]. - The integration will allow Haobo to leverage Aion's extensive distribution network, increasing its sales points from approximately 200 to over 1,000 by 2026, thereby enhancing market penetration [5]. Group 3: Future Product Plans and Goals - The Haobo-Aion BU plans to launch six new models next year, including the Aion N60 and the Haobo A800 developed in collaboration with Huawei [8]. - GAC aims to achieve an annual sales target of 2 million units for its independent brands by 2027, supported by the implementation of the Huawei-derived IPD system, which has already reduced product development cycles and costs [9][10]. - The strategic combination of Haobo and Aion is seen as a way to maintain competitiveness in a market that is increasingly focused on efficiency and resource sharing [6][10].