2025，最得意的四大车企掌门人

Core Insights - The Chinese automotive market in 2025 is characterized by intense competition across multiple dimensions, including new products, marketing, public opinion, and values, leading to a "multi-front war" among companies [1] - Four prominent automotive leaders have been recognized for their significant achievements in this competitive landscape [1] Group 1: Leap Motor - Zhu Jiangming - Leap Motor is projected to approach sales of 600,000 vehicles in 2025, with overseas deliveries contributing approximately 60,000 units, achieving its annual target ahead of schedule [3] - The company is expected to achieve its first annual profit in 2025, marking a transition to a self-sustaining phase [3] - Zhu Jiangming's strategy focuses on "full self-research" technology and a "cost pricing" business model, with 65% of components being self-developed, allowing for a competitive edge in pricing [3] - Leap Motor has expanded its global presence to 35 markets with over 800 overseas stores [3] - Despite challenges, including a brief restriction on high consumption due to a subsidiary's contract dispute, Zhu Jiangming aims for a sales target of 1 million vehicles in 2026 [4] Group 2: Changan - Zhu Huarong - Changan Automobile was officially established as a state-owned enterprise in July 2025, ranking 73rd among state-owned enterprises, with Zhu Huarong as its chairman [6] - The company achieved a significant milestone with the production of its 30 millionth vehicle in December 2025, setting ambitious targets for 2030, including sales of 5 million vehicles with over 60% from new energy sources [6][7] - Changan's high-end brand, Avita Technology, submitted a listing application to the Hong Kong Stock Exchange, aiming to be the first state-owned new energy vehicle company to go public [7] - Zhu Huarong faces the challenge of balancing strategic ambitions with operational effectiveness amid intense market competition [7] Group 3: Chery - Yin Tongyue - Chery Automobile completed its long-awaited IPO on the Hong Kong Stock Exchange, raising HKD 9.14 billion and achieving a market valuation exceeding HKD 200 billion [10] - The company exported over 1 million vehicles in 2025, with European sales increasing by over 200% year-on-year, contributing nearly 40% to total revenue [10] - Yin Tongyue aims to establish Chery as a global corporate citizen through localized production in markets like Spain [10] - Chery faces challenges in its high-end branding efforts, particularly with its collaboration with Huawei and the Xingtai brand [11] Group 4: Xpeng - He Xiaopeng - Xpeng is nearing its profitability goal, with a projected delivery of 350,000 vehicles in 2025, reflecting a year-on-year increase of 156% [13] - The company anticipates delivering between 125,000 and 132,000 vehicles in the fourth quarter of 2025, with total revenue expected to range from CNY 21.5 billion to CNY 23 billion [13] - Xpeng's stock has surged over 80% in Hong Kong and 75.8% in the U.S. since the beginning of the year, surpassing Li Auto's market capitalization [13] - The company is also venturing into robotics and flying cars, with plans to launch three Robotaxis in 2026 and a new generation of robots [14]