CHANGAN AUTOMOBILE-B(SZ:000625) 第一财经·2025-08-11 15:58Core Viewpoint - Changan Automobile plans to increase its A-share holdings by at least 5.7 million yuan through a concentrated bidding transaction by 19 directors and executives within six months starting from August 12, 2025, shortly after the establishment of its parent company, New Changan [3][4]. Group 1 - New Changan was established on July 29, 2025, with assets totaling 308.7 billion yuan and approximately 110,000 employees, focusing on automotive manufacturing, finance, and motorcycles [4]. - Changan Automobile's stock price was reported at 13.22 yuan per share, with a closing price of 12.95 yuan on August 11, indicating minimal fluctuation [5]. - New Changan aims to become a world-class automotive group with global competitiveness and independent core technologies [5]. Group 2 - New Changan emphasizes a dual strategy of independent development and collaboration, strengthening partnerships with global automotive companies like Stellantis, Ford, and Mazda, as well as ICT firms like Huawei and Tencent [6]. - The company is developing three major brands: Avita, Deep Blue, and Changan, along with a parts brand, and is exploring new product categories such as smart vehicles and flying cars [6]. - Recent interactions between New Changan's leadership and Huawei's CEO Ren Zhengfei focused on industry competition and strategic guidance for Changan and Avita brands [6]. Group 3 - From January to July 2025, Changan Automobile sold 1.5659 million vehicles, a year-on-year increase of 4.07%, while the sales of Deep Blue and Avita reached 170,400 and 69,100 units, respectively [7]. - The sales completion rates for Deep Blue and Avita against their annual targets of 250,000 and 220,000 units are 34.08% and 34.57%, respectively, indicating that they are slightly over one-third of the way to their goals [7]. - The market is closely watching how Changan Automobile will enhance resource integration and collaboration to meet sales targets for its new brands [8].