GAC GROUP(SH:601238) Ju Chao Zi Xun·2026-01-18 05:06Core Viewpoint - GAC Group is advancing its "Panyu Action" reform, marking a significant step in the establishment of its independent brand business unit (BU) with the formation of the Trumpchi BU on January 16, 2026, which aims to enhance operational efficiency and market responsiveness [2] Group 1: Organizational Changes - The establishment of the Trumpchi BU is part of GAC Group's deeper reform of its independent brand system, aiming for clearer responsibilities, focused resources, and more efficient operations [2] - The Trumpchi BU will integrate resources across the entire value chain, including R&D, manufacturing, and sales, to improve decision-making efficiency and market response speed [2] Group 2: Market Strategy and Performance - The Aion BU, established prior to the Trumpchi BU, has demonstrated the effectiveness of the BU model by achieving sales of over 40,000 units by December 2025, showcasing resilience in the competitive electric vehicle market [3] - The Aion i60 model achieved over 10,000 units in sales in its first month, serving as a key driver for overall sales growth [3] Group 3: Future Directions and Collaborations - GAC Group's strategy emphasizes resource sharing and collaborative development as essential for building core competitiveness, with the dual BU approach accelerating the implementation of the "Panyu Action" [3] - GAC Group's transformation into a technology-driven enterprise is influenced by its collaboration with Huawei, integrating user-centric thinking into its R&D processes [4] - The partnership with Huawei involves deep co-creation across various aspects, including technology, market insights, and product development, with a significant number of Huawei's R&D personnel involved in the collaboration [4]