Zhong Guo Zheng Quan Bao·2026-01-04 08:17Core Insights - The Chinese automotive industry is entering a critical transition period in 2025, shifting from policy-driven growth to self-sustained growth, with an expected annual production and sales growth rate of 9% [1] - Great Wall Motors' chairman, Wei Jianjun, emphasizes the importance of integrating traditional Chinese culture into the automotive industry, positioning it as a source of strength for national brands and a driving force for sustainable development [1][2] Group 1: Cultural and Technological Integration - Great Wall Motors adopts a differentiated development strategy by deeply integrating culture and technology, drawing inspiration from various cultural elements such as the wisdom of Dujiangyan and the spirit of Dunhuang [2] - The Hi4-Z architecture utilizes power distribution technology inspired by Dujiangyan's philosophy, balancing mechanical performance with energy efficiency, thus addressing the issue of industry "involution" [2] - The long-term research and development strategy of Great Wall Motors is influenced by Dunhuang culture, with new vehicle colors inspired by the murals of Mogao Caves, leading to successful product launches [2] Group 2: Market Performance and Sales Growth - In 2025, Great Wall Motors achieved new car sales of 1.3237 million units, a year-on-year increase of 7.33%, with new energy vehicle sales reaching 403,700 units, up 25.44% [3] - Overseas sales reached 506,100 units, marking an 11.68% increase and setting new records for both new energy and overseas sales [3] Group 3: Global Expansion and Ecosystem Development - Great Wall Motors is transitioning to a "thicker" growth model, focusing on comprehensive industry chain development and achieving multi-dimensional progress in global markets [7] - The company has established a robust overseas sales network covering over 170 countries and regions, with more than 1,400 channels and a cumulative overseas sales volume exceeding 2 million units [7] - The "ecological export" model promotes resource integration and technological collaboration, enhancing local economic vitality and providing a replicable model for other Chinese automotive brands [7] Group 4: Competitive Positioning and Future Outlook - Great Wall Motors is experiencing significant growth in various regional markets, with Central Asia emerging as a new growth driver and Australia maintaining its position as the top market for Chinese brands [8] - The company's commitment to long-termism and a technology-driven strategy, combined with cultural and technological dual-driven development, positions it favorably in the transition from scale expansion to quality competition [8] - The cultural accumulation, technological advancements, and global layout established in 2025 are expected to create a competitive "moat" for Great Wall Motors, with further value growth potential as new high-end models are produced and overseas markets deepen [8]