长城汽车旗下高端品牌魏牌再度官宣换帅。12月21日，哈弗总经理赵永坡在个人社媒上发文官宣称，"从今天开始，我就是魏牌的CEO了"，这意味着，魏 牌自2016年成立以来，迎来了第九任CEO，而赵永坡能在这个位置上干多久，还要取决于魏牌后续的发展。 公开资料显示，冯复之是多年的汽车行业"老兵"，曾在小鹏、理想等新势力企业担任要职，在理想任职零售总监期间，创造过6个月内在13座核心城市高 效布局零售中心的战绩。2023年年底，冯复之加盟长城汽车担任副总裁。今年5月20日，冯复之在魏牌蓝山焕新版发布会上以魏牌CEO身份亮相，成为魏 牌新一任CEO。 执掌魏牌后，冯复之主导推动了品牌全面转向直营（DTC）模式，提出"长城智选"渠道革新策略，试图通过统一价格体系和服务体验重塑高端品牌形象。 在冯复之主导下，魏牌销量有了一定的起色。长城汽车官网显示，魏牌新能源7月销量10,045辆，同比增长263.29%；8月销量8,028辆，同比增长 167.51%；9月销量11026辆，同比增长63.23%；10月销量12699辆，同比增长95.79%；11月销量12,763辆，同比增长81.14%。前11个月，魏牌累计销量达 8.9 ...

"近期，多家银行叫停'高息高返'业务，是汽车金融市场走向规范的必然一步。"日前，在2025汽车金融 产业峰会召开期间，中国汽车流通协会副会长王都接受《每日经济新闻》记者采访时指出，过去，那种 依靠高利息、高返点推动的汽车金融模式，本质上是"行业乱象"，不仅银行难以持续盈利，更扭曲了市 场价格体系，加剧了行业"内卷"。 基于此，王都认为，汽车金融应尽快回归正常利息水平的健康发展轨道，让银行获得合理利润、消费者 承担可负担的成本，最终推动汽车金融渗透率在理性范围内稳步提升，助力汽车消费市场实现长期稳定 增长。 授权经销模式仍是汽车销售行业的主流 叫停"高息高返"是市场的必然选择 "高息高返，实际上是整个汽车产业乱象的一部分。"王都在接受《每日经济新闻》记者采访时指出，这 种模式往往源于经销商在卖车环节难以盈利，只能通过贷款、保险等衍生业务获取高额返点，而银行则 通过提升利率来覆盖这部分成本。最终结果是消费者承担了隐性融资成本，银行并未真正获得高收益， 市场陷入一种"虚假繁荣"和"不可持续"的畸形状态。 今年以来，随着多家银行陆续叫停"高息高返"业务，王都认为，这是汽车金融市场一场迟来，但有必要 的"纠偏"。 "这 ...

Core Viewpoint - Great Wall Motors is transitioning its "Great Wall Smart Selection" stores nationwide to "Weipai New Energy Direct Stores," focusing solely on Weipai brand vehicles and withdrawing the Tank models from direct sales channels [1][4][7] Group 1: Company Strategy - The transition aims to establish Weipai as the only direct sales brand under Great Wall, enhancing its presence in the high-end market while addressing the challenges faced by traditional dealerships [1][4] - The new CEO of Weipai, Feng Fuzhi, indicated that the Tank models would return to dealerships, allowing Weipai to focus on direct sales, which is seen as a solution to connect with high-end users [4][9] - Great Wall's sales data shows a significant increase in new car sales, with 115,600 units sold in August, marking a 22.33% year-on-year growth, and Weipai's sales reaching 8,028 units, up 167.51% [1][9] Group 2: Market Dynamics - The dual sales model, combining direct sales and dealership sales, has led to conflicts of interest, as dealerships can offer lower prices through external financing incentives, impacting direct store sales [6][7] - Great Wall's strategy to balance the interests of direct stores and dealerships is crucial, as the latter has a long-standing relationship with the company, complicating the transition to a direct sales model [6][7] Group 3: Financial Performance - Great Wall's net profit for the first half of 2025 dropped significantly by 36.39% to 3.581 billion, attributed to increased expenses, particularly in expanding direct sales channels [9][12] - Despite a 2.52% increase in sales volume to 568,900 units, revenue growth was only 0.99%, indicating a decline in the profitability of high-end models [9][12] Group 4: Brand Development - Weipai is positioned as a key brand for Great Wall's high-end strategy, with plans to increase the number of direct stores from 430 to over 600 by the end of the year, aiming for a total of 1,000 stores [10][12] - The brand has faced challenges, including consumer price concerns and delays in product launches, which are common issues for new entrants in the high-end market [12][13] Group 5: Industry Trends - The recovery of the traditional fuel vehicle market is beneficial for Great Wall, with a reported 13.5% year-on-year increase in sales of traditional fuel passenger vehicles in August [13] - Great Wall's strategy to maintain a balance between fuel and electric vehicles allows for greater flexibility in adapting to market changes [13]

Core Viewpoint - The departure of Chen Jia, the commercial general manager of the WEY brand under Great Wall Motors, highlights the challenges in balancing the direct sales and dealership channels, which have been causing internal conflicts within the company [1][2]. Group 1: Management Changes - Chen Jia has confirmed his resignation, which was acknowledged by an internal source at WEY [1]. - Chen Jia was primarily responsible for the marketing system construction, focusing on bridging the commercial and service standards between direct stores and dealers [1]. Group 2: Sales Performance - WEY's sales have seen significant growth, with July sales exceeding 10,000 units, representing a year-on-year increase of 263.29% [2]. - Cumulatively, WEY's sales for the first seven months reached 44,500 units, marking a year-on-year growth of 96.8% [2]. Group 3: Channel Strategy - The company aims to expand its direct sales network from 430 to over 600 stores by the end of the year, covering 200 cities [2]. - The overlapping product offerings between direct sales and dealership channels have led to internal competition, creating conflicts such as price wars [3]. Group 4: Operational Challenges - The current average monthly sales volume of WEY is around 6,000 units, raising concerns about sustaining high investments in the direct sales system [4]. - Other traditional automakers are also exploring direct sales models, but typically only for low-volume models due to high labor costs and digitalization requirements [4].

Group 1 - The departure of Chen Jia, the General Manager of Weipai's commercialization, has been confirmed, raising concerns about the challenges in balancing the direct sales and dealer channels [1][2] - Weipai's sales have seen significant growth, with July sales exceeding 10,000 units, representing a year-on-year increase of 263.29%, and cumulative sales for the first seven months reaching 44,500 units, up 96.8% [2] - The conflict between the direct sales model and the dealer network has become more pronounced, as overlapping products lead to competition rather than cooperation, resulting in potential internal price wars [2][3] Group 2 - Weipai plans to increase the number of direct sales stores from 430 to over 600 by the end of the year, expanding its coverage to 200 cities [1] - The current direct sales model requires high manpower costs and a certain level of digitalization, which poses challenges for traditional car manufacturers [3] - Balancing the interests of direct sales and dealer channels remains a critical test for Weipai's management [3]