SCS(SH:601555) 东吴汽车黄细里团队·2025-12-31 19:07Core Insights - The article reflects on the evolution and growth of the Dongwu Automotive team over the past decade, emphasizing the journey of self-discovery and the establishment of a cohesive team [2][4][6]. Group 1: First Decade (2013-2022) - The first decade was characterized by a process of self-exploration and trial-and-error, navigating through the SUV boom and the rise of electric vehicles, ultimately leading to a clearer direction for the team [2]. - The team achieved recognition as the second-best automotive analyst in the New Fortune awards in 2022, marking a significant milestone in their growth [2]. Group 2: Transition Period (2023-2025) - The years 2024-2025 are anticipated to bring further accolades, with expectations of being recognized as the top automotive analyst, although the team acknowledges that this success is not built on a solid competitive advantage but rather on luck [4]. - The team aims to embrace a new goal of "seeking common ground while allowing for differences," recognizing the balance between personal growth and team development [4]. Group 3: Second Decade (2026-2035) - Starting in 2026, the team will focus on each member's journey of self-discovery and contribution, with a vision to witness the global rise of the Chinese automotive industry and serve the capital market [6]. - The team's philosophy emphasizes independent thinking, objectivity, and foresight, with a flexible framework that encourages innovation and iteration [6]. - The team plans to release an updated division of labor annually to better serve the capital market and the automotive industry, inviting collaboration and internships [6]. Group 4: Team Structure and Expertise - The team is structured into three main segments: smart automotive full industry chain, large vehicles (electrification & globalization), and automotive parts & robotics, each led by experienced analysts [7][9][13][18][20]. - Analysts within the team focus on various aspects of the automotive industry, including technology iteration, market demand, and investment opportunities, ensuring a comprehensive approach to research and analysis [9][11][18][20].