智通财经12月31日讯（记者 刘阳）与数年前自主品牌大量推出子品牌、打造子公司以应对市场竞争不同，面对行业转 型带来的巨大挑战和未来不断融合的产业趋势，握指成拳集中力量、减少内耗提高效率，成为在车市淘汰赛中活下去 的关键。 在激烈的竞争下，整合、精简品牌的动作不止发生在吉利。12月18日，广汽集团对外宣布，依据"番禺行动"改革计 划，集团正式启动自主品牌BU（Business Unit）改革，昊铂埃安BU率先完成组建，两大品牌纳入同一事业部统筹运 营。同时，传祺BU也已进入筹备落地阶段。叠加已独立运营的启境品牌，广汽自主板块"三驾马车"新格局浮出水面。 "传祺BU正在推进中，包括传祺品牌和'向往'车系。"有广汽集团内部人士透露。 据智通财经记者初步统计，2025年，上汽集团、东风集团、广汽集团及奇瑞、吉利等国内多家主流车企不约而同地选 择了"刀口向内"做减法的内部整合，为占领未来市场制高点积蓄力量。 | | 主要汽车整车企业战略整合方案一览 | | --- | --- | | 时间 | 内 BA | | | 上汽集团召开2025年干部大会,集团党委副书记、总裁贾健旭表示,上汽大乘用车板块重组已迈出改革突 | ...

Group 1: Industry Overview - The consolidation among leading automotive groups in China is a strategic choice driven by intense competition and a survival-of-the-fittest mentality in the industry [1][2] - As the automotive industry shifts from rapid growth to a more competitive environment, companies are moving away from expansion strategies to focus on resource integration and efficiency [2] Group 2: Geely's Strategy - Geely's recent mergers, including the integration of Lynk & Co into Zeekr Technology Group, reflect a strategic shift to consolidate its brand matrix and enhance competitiveness [3][4] - The "Taizhou Declaration" emphasizes strategic focus, integration, and collaboration to streamline operations and reduce costs [4][5] - Geely's leadership acknowledges the urgency of these changes due to the lack of margin for error in the current market environment [5] Group 3: SAIC's Reforms - SAIC Motor Corporation is undergoing significant restructuring, with a focus on integrating its passenger vehicle management to improve efficiency and reduce waste [6][7] - The new management emphasizes a unified approach to tackle market challenges, particularly in the face of declining sales and profits [6][8] - Recent financial reports indicate a slight decline in revenue but an improvement in profitability, attributed to ongoing reforms and operational efficiencies [8] Group 4: GAC's Transformation - GAC Group has initiated a comprehensive reform to enhance the performance of its self-owned brands, shifting from strategic to operational management [9][10] - The company aims to increase the market share of its self-owned brands to 60% by 2027, reflecting a significant shift in focus [11] Group 5: Dongfeng and Changan's Restructuring - Dongfeng and Changan are planning a merger to streamline operations and enhance competitiveness in a changing market landscape [12][13] - Dongfeng is restructuring its management to focus on operational efficiency and unified planning to adapt to market changes [12][13] Group 6: NIO's Cost Control Measures - NIO is implementing a transformation focused on cost control and operational efficiency to address ongoing financial losses [14][15] - The company is shifting its strategy from expansive growth to a more focused approach, emphasizing cost management and supply chain optimization [15][16] - NIO's recent initiatives aim to achieve a gross margin of 20%, reflecting a significant shift in operational priorities [17]