GAC GROUP(SH:601238) Zhong Guo Jing Ying Bao·2026-01-17 14:02Core Insights - GAC Group is restructuring its self-owned brand segment with the establishment of the new "Trumpchi BU" as part of its ongoing "Panyu Action" reform, aimed at enhancing organizational agility and execution efficiency in response to the evolving electric and intelligent vehicle market [1][2] Group 1: Organizational Restructuring - The establishment of Trumpchi BU is a key move in GAC's transition to a user-centered operational framework, breaking down internal barriers and upgrading brands to market entities with full operational responsibilities [1] - The new BU will integrate resources across the entire value chain, including R&D, manufacturing, procurement, and sales, to create a highly integrated operational system that shortens decision-making processes and improves market responsiveness [1][2] Group 2: Strategic Focus and Goals - By 2026, Trumpchi BU aims to focus on brand rejuvenation and system restructuring, emphasizing a brand positioning of "mainstream, dignified, and high-quality" through three pathways: technological enhancement, product redefinition, and deepening user experience [2] - The successful implementation of the BU model in the Aion BU, which achieved a monthly sales record of over 40,000 units in December 2025, serves as a benchmark for Trumpchi BU, demonstrating the model's effectiveness in improving operational efficiency and organizational vitality [2] Group 3: Competitive Landscape - In the context of intensified competition and industry adjustments, GAC Group is adopting a dual BU strategy to create a new organizational form that combines specialized operations with systematic collaboration, enhancing brand decision-making and market sensitivity while leveraging shared resources [3]