GAC GROUP(SH:601238) Zhong Guo Jing Ying Bao·2026-01-17 12:33Core Viewpoint - GAC Group is advancing its "Panyu Action" reform, establishing a new operational structure centered around Business Units (BUs) to enhance agility and efficiency in response to the evolving automotive industry landscape driven by electrification and intelligence [1][2]. Group 1: Organizational Restructuring - The establishment of the new GAC Trumpchi BU on January 16, 2026, follows the successful formation of the Aion BU, marking a significant step in GAC's restructuring efforts [1]. - The restructuring aims to break down internal barriers and upgrade brands from "business units" to market entities with complete operational responsibilities, thereby improving organizational agility and execution efficiency [1][2]. Group 2: Strategic Focus and Goals - The focus for the Trumpchi BU in its first full operational year in 2026 will be on brand rejuvenation and system restructuring, emphasizing a brand positioning of "mainstream, dignified, and high-quality" [2]. - The BU will pursue three strategic paths: technological enhancement, product redefinition, and deepening user experience, to build a more competitive product matrix and a user-centric service system [2]. Group 3: Performance Validation - The Aion BU has already demonstrated the effectiveness of the BU model, achieving a monthly sales record of over 40,000 units in December 2025, showcasing resilience in the highly competitive electric vehicle market [2]. - The successful launch of the Aion i60, which sold over 10,000 units in its first month, highlights the operational efficiency and organizational vitality that the BU model can bring [2]. Group 4: Collaborative Synergy - GAC Group is developing a new organizational form that combines specialized operations with systematic collaboration through the dual BU approach, enhancing independent decision-making and market sensitivity while leveraging shared resources for greater efficiency [3].