GAC GROUP(SH:601238) 第一财经·2026-02-11 08:46Core Viewpoint - The article emphasizes the strategic transformation of GAC Group's Aion BU, focusing on user-centric approaches and comprehensive upgrades in product matrix, brand channels, and service experiences, which have led to significant sales growth despite a challenging market environment [1][2][23]. Market Performance - In January 2026, Aion BU achieved a total sales volume of 23,591 vehicles, marking a year-on-year increase of 63.9% [1]. - The narrow passenger car retail market size was estimated at approximately 1.8 million units, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1]. Strategic Initiatives - Aion BU is implementing a "National Good Car" strategy, successfully launching models like AION UT, RT, and V series, each achieving annual sales of 50,000 units [2]. - The new model AION i60 became a bestseller with over 10,000 units sold in its first month, showcasing the brand's strong appeal in the personal consumer market [2][10]. Organizational Restructuring - Aion BU has undergone a significant organizational restructuring, granting it full decision-making authority across the value chain, which allows for rapid resource allocation and market responsiveness [4][9]. - The management team, consisting of Zhang Xiong, Yang Long, and Feng Yu, has established a closed-loop system connecting R&D, marketing, and product development [5][7]. Brand Positioning - Aion BU has adopted a dual-brand strategy with Aion targeting the mainstream market (10-20 million yuan) and Haobo focusing on the high-end market (20-30 million yuan), creating a complementary market coverage [9][10]. Product Development - Aion BU plans to launch at least five new models this year, including the A800 flagship sedan and S600 SUV, with over 30 new and updated models expected in the next three years [10][14]. - The A800 will feature Huawei's HarmonyOS and advanced driving systems, targeting tech-savvy elite users, while the N60 will focus on family users with its spacious and energy-efficient design [12][14]. Technological Advancements - Aion BU is pursuing a dual approach of self-research and collaboration, achieving significant advancements in battery technology with energy density reaching 350Wh/kg and drive efficiency exceeding 97% [14]. - Collaborations with Huawei and other tech giants are enhancing Aion BU's capabilities in smart driving and cockpit technology, positioning it for competitive advantages in the intelligent vehicle market [15][14]. Channel Strategy - Aion BU has integrated sales and service channels for both Aion and Haobo brands, covering 147 cities with 254 stores, enhancing resource sharing and reducing internal competition [18][19]. - The new channel strategy has improved dealer performance, with increased customer conversion rates and optimized inventory levels [19]. Customer Trust and Service - Aion BU has introduced a "three responsibilities" service commitment to address customer concerns regarding vehicle quality and safety, enhancing user trust [21][22]. - The company has established a robust charging infrastructure with 24,000 self-operated charging stations and high customer satisfaction ratings in after-sales service [22]. Conclusion - The reforms at Aion BU reflect a shift towards agile organization, brand collaboration, and efficient channels, demonstrating significant sales growth and setting a foundation for future success in the competitive automotive market [23].