转自：北京日报客户端 近期，锚定"番禺行动"改革计划，广汽集团正式启动自主品牌BU（业务部门）改革，深化内部资源整 合与渠道融合运营。作为改革落地的抓手，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。与此同时，传祺BU也已进入筹备落地阶段，再加上与华为乾崑联手打造已独立运营的启境品 牌，广汽集团正以改革为战略牵引，开拓高质量发展新路径。 昊铂埃安BU成立后，昊铂与埃安品牌的渠道将融合运营，昊铂品牌车主的服务权益和服务品质不会改 变，服务便利性将大幅增加。两品牌渠道融合将分阶段稳步推进，第一阶段2026年1月31日前，首批昊 铂与埃安销售和服务融合的销售网点将正式公布，预计将覆盖全国超30个城市，届时同一销售网点可以 实现双品牌的销售和服务功能。第二阶段2026年3月31日前，昊铂与埃安品牌将完成渠道全面融合，形 成超1000家销售网点、100%覆盖全国四线以上城市的网络。 此次通过融合双品牌渠道资源，未来昊铂服务网络有望从目前的200家增加到1000家，解决昊铂用户服 务便利性的痛点。埃安用户也将增加更丰富的产品选择，满足用户升级用车需求。 校检：孙朝阳 陈沙 审核：朱沙 来源：北京日报客户端 ...

12月18日，广汽集团宣布，近期启动自主品牌BU（Business Unit，业务部门）改革，其中，将昊铂、埃 安纳入同一事业部统筹运营，率先组建昊铂埃安BU，成为此次改革的关键抓手。 中国基金报记者独家获悉，张雄担任昊铂埃安BU总裁，冯煜担任昊铂埃安BU产品副总裁，杨龙担任昊 铂埃安BU销服副总裁。 广汽集团方面称，未来，公司各自主品牌BU将独立承担从产品规划、研发到上市、盈利的全流程经营 责任，对最终的市场表现和商业成功负责。 昊铂、埃安渠道融合运营分阶段推进 昊铂埃安BU成立后，昊铂与埃安的渠道将融合运营，昊铂车主的服务权益和服务品质不变，但服务的 便利性会大幅度提升。 昊铂、埃安的渠道融合运营将分阶段推进，第一阶段是在2026年1月31日前，首批昊铂与埃安销售和服 务融合的销售网点将正式公布。 昊铂、埃安完成第一阶段的渠道融合运营后，预计覆盖全国超30座城市，同一销售网点可以实现双品牌 的销售和服务功能。 据悉，广汽集团率先推行昊铂埃安的BU改革，旨在通过战略聚焦，最大化释放资源协同价值，提升组 织管理效能，同时加快技术创新迭代与市场响应速度。 未来，昊铂将聚焦"精英座驾"赛道发力高端领域，埃安将锚定 ...

【导读】广汽集团（601238）开启自主品牌BU改革，率先组建昊铂埃安BU作为关键抓手 昊铂、埃安完成第一阶段的渠道融合运营后，预计覆盖全国超30座城市，同一销售网点可以实现双品牌 的销售和服务功能。 第二阶段是在2026年3月31日前，昊铂与埃安将完成渠道的全面融合运营，形成超1000家销售网点、 100%覆盖全国四线以上城市的销售和服务网络。 广汽集团方面称，通过此次双品牌渠道资源的融合，昊铂的服务网络有望从200家增加到1000家，从而 解决昊铂用户的服务便利性问题；埃安用户将增加更丰富的产品选择，满足用户升级用车需求。 12月18日，广汽集团宣布，近期启动自主品牌BU（Business Unit，业务部门）改革，其中，将昊铂、埃 安纳入同一事业部统筹运营，率先组建昊铂埃安BU，成为此次改革的关键抓手。 中国基金报记者独家获悉，张雄担任昊铂埃安BU总裁，冯煜担任昊铂埃安BU产品副总裁，杨龙担任昊 铂埃安BU销服副总裁。 广汽集团方面称，未来，公司各自主品牌BU将独立承担从产品规划、研发到上市、盈利的全流程经营 责任，对最终的市场表现和商业成功负责。 昊铂、埃安渠道融合运营分阶段推进 昊铂埃安BU成立后， ...

【导读】广汽集团开启自主品牌 BU 改革，率先组建昊铂埃安 BU 作为关键抓手 据悉，广汽集团率先推行昊铂埃安的 BU 改革，旨在通过战略聚焦，最大化释放资源协同价值，提升组织管理效能，同时加快技术创新迭 代与市场响应速度。 中国基金报记者 邱德坤 12 月 18 日，广汽集团宣布，近期启动自主品牌 BU （ Business Unit ，业务部门）改革，其中，将昊铂、埃安纳入同一事业部统筹运 营，率先组建昊铂埃安 BU ，成为此次改革的关键抓手。 中国基金报记者独家获悉，张雄担任昊铂埃安 BU 总裁，冯煜担任昊铂埃安 BU 产品副总裁，杨龙担任昊铂埃安 BU 销服副总裁。 广汽集团方面称，未来，公司各自主品牌 BU 将独立承担从产品规划、研发到上市、盈利的全流程经营责任，对最终的市场表现和商业成 功负责。 昊铂、埃安渠道融合运营分阶段推进 昊铂埃安 BU 成立后，昊铂与埃安的渠道将融合运营，昊铂车主的服务权益和服务品质不变，但服务的便利性会大幅度提升。 昊铂、埃安的渠道融合运营将分阶段推进，第一阶段是在 2026 年 1 月 31 日前，首批昊铂与埃安销售和服务融合的销售网点将正式公 布。 昊铂、埃安完成第 ...

凤凰网科技讯12月18日，近期，广汽集团（601238）正式启动自主品牌BU(Business Unit)改革。其中， 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。与此同时，传祺BU也已进入筹备落地 阶段，再加上与华为乾崑联手打造已独立运营的启境品牌，广汽集团正以改革为战略牵引，开拓高质量 发展新路径。 两品牌渠道融合将分阶段稳步推进，第一阶段2026年1月31日前，首批昊铂与埃安销售和服务融合的销 售网点将正式公布，预计将覆盖全国超30个城市，届时同一销售网点可以实现双品牌的销售和服务功 能。 第二阶段2026年3月31日前，昊铂与埃安品牌将完成渠道全面融合，形成超1000家销售网点、100%覆盖 全国四线以上城市的网络。此次通过融合双品牌渠道资源，未来昊铂服务网络有望从目前的200家增加 到1000家，解决昊铂用户服务便利性的痛点。埃安用户也将增加更丰富的产品选择，满足用户升级用车 需求。 据介绍，昊铂品牌聚焦"精英座驾"赛道，发力高端领域；埃安品牌锚定"国民好车"定位，深耕大众市 场。 值得注意的是，昊铂埃安BU成立后，昊铂与埃安品牌的渠道将融合运营，昊铂品牌车主的服务权益和 服务品质不会 ...

Core Insights - Huawei's collaboration with GAC and Dongfeng has led to the launch of the "Qijing" and "Yijing" brands, showcasing a competitive spirit among partners [1] - The monthly sales data for Hongmeng Zhixing reached 81,900 units, marking a record high and surpassing the monthly delivery ceiling for new car manufacturers [2] - Huawei's overall revenue for the first half of the year was 427.039 billion yuan, with a net profit of 37.195 billion yuan, reflecting a 3.95% year-on-year increase in revenue despite a 32% decline in net profit [4] Group 1: Huawei's Performance - The cumulative delivery of Hongmeng Zhixing surpassed one million units in October, achieving the fastest record among new forces in the automotive sector [4] - The automotive business unit (BU) reported a revenue of 27 billion yuan in the first half of the year, a 110% year-on-year increase, marking its first profitable period [4][5] - Huawei's strategy to enter the automotive market was aimed at compensating for declining smartphone sales, which appears to have been successful [4] Group 2: Competitive Dynamics - The introduction of the "Jing" series has intensified competition among Huawei's various brands, leading to concerns about internal competition and resource allocation [5][11] - The collaboration models between Huawei and car manufacturers vary, with Huawei taking on different roles from product definition to being a full-stack solution provider [7] - As more car manufacturers join Huawei's ecosystem, the resources and attention each brand receives may diminish, necessitating unique positioning to capture market share [11] Group 3: Challenges for Partner Car Manufacturers - Car manufacturers like BAIC Blue Valley and Jianghuai have seen their losses widen since partnering with Huawei, despite some achieving high gross margins [9] - The financial burden of sales service fees paid to Huawei impacts the net profit margins of these manufacturers, creating a paradox in their financial performance [9] - The competitive landscape is shifting as more traditional car manufacturers adopt Huawei's smart components, reducing the uniqueness of each brand [12]

Core Viewpoint - Huawei is expanding its presence in the electric vehicle market through its new "Jing" series in collaboration with automotive companies, aiming to differentiate itself from its existing "Jie" series while leveraging its technological strengths in the industry [1][6]. Group 1: New Product Launches - On November 20, Huawei and Dongfeng Motor officially launched the new electric vehicle brand "Yijing," with the first SUV model expected to be released in Q3 2026, available in both pure electric and range-extended versions [1]. - In September, the "Qijing" brand was announced, developed in partnership with GAC Group, targeting the high-end smart electric vehicle market, with its first model, a shooting brake, set to launch in June 2026 [1]. Group 2: Competitive Landscape - The "Jing" series faces significant pressure as the "Jie" series has already established a strong market presence, covering a price range from 150,000 to 1.5 million yuan [2]. - Huawei's internal debate centers around two distinct approaches to vehicle manufacturing: one focusing on direct vehicle production and the other on providing technological support to existing car manufacturers [2][3]. Group 3: Business Models - Huawei's collaboration with car manufacturers includes three main models: component supplier, Huawei Inside (HI) model, and the "Jie" series, which involves deeper engagement in vehicle development and sales [2][4]. - The "Jing" series is seen as an upgrade to the HI model, emphasizing collaboration in product definition, development, and marketing, breaking traditional industry practices [4][5]. Group 4: Market Performance - Huawei's smart automotive solutions business reported revenue of 26.353 billion yuan in 2024, marking a 474.4% year-on-year increase and achieving profitability for the first time [6]. - The "Jie" series has achieved a cumulative delivery of over 1 million units in just 43 months, setting a record for new force brands in the electric vehicle market [6][7]. Group 5: Future Outlook - The competition between the "Jie" and "Jing" series will determine the future landscape of the electric vehicle market, with the need for differentiation becoming increasingly critical [5][7]. - As more automotive companies embrace Huawei's technology, the pressure on new entrants in the electric vehicle sector is expected to intensify [7].

Core Viewpoint - GAC Group is experiencing a significant stock price rebound driven by technological breakthroughs, organizational reforms, and ecological layout, prompting a reevaluation of its value in the capital market as it attempts to transition from a traditional manufacturing company to a technology-driven enterprise [1][4][12] Stock Performance - GAC Group's stock has seen a 21.71% increase this week, with a trading volume of 7.11 billion yuan, a dramatic rise of over 400% compared to the previous week's 1.34 billion yuan [1] - The company's market capitalization has returned to 94.3 billion yuan, nearing the 100 billion yuan mark [1] Sales and Revenue Projections - GAC Group is projected to achieve automobile sales of 2.0031 million units in 2024, with total revenue estimated at approximately 401.65 billion yuan [1] - The consolidated revenue is expected to be around 107.78 billion yuan [1] Technological Advancements - GAC Group has launched a pilot production line for solid-state batteries, marking a significant step towards mass production of automotive-grade solid-state batteries by 2026 [2][4] - The energy density of the newly developed solid-state batteries is nearly double that of existing batteries, enabling vehicles to achieve over 1,000 kilometers of range [4] Strategic Partnerships - GAC Group has formed a deep collaboration with Huawei to create a high-end smart electric vehicle brand named "Qijing," set to launch in mid-2024 [6] - The partnership aims to leverage Huawei's core technologies in smart driving and smart cockpit systems to enhance GAC's competitive edge in the smart electric vehicle market [6][7] Internal Reforms - GAC Group is undergoing a comprehensive restructuring of its organizational framework, management processes, and corporate culture to support its transition towards a technology-oriented company [9][12] - The new management team is focused on shifting the product development approach from an engineering mindset to a customer-centric perspective [12] Market Response - Following the announcement of solid-state battery production, GAC Group's stock was locked at the daily limit on the first trading day, indicating strong market enthusiasm [4] - Despite the recent stock surge, GAC Group's current price-to-book ratio remains at 0.85, indicating it is still undervalued [4]

Core Viewpoint - The current market has weak expectations for automotive stimulus policies and overall production and sales volume for next year, indicating a weakening of the automotive cyclical attributes. The core focus is on technology attributes and emerging growth directions [1] Group 1: Market Trends - The Guangzhou Auto Show has opened, with multiple automakers unveiling new models for 2026 [1] - GAC has launched the brand "Qijing" in collaboration with Huawei, marking the eighth brand created through partnerships between Huawei and automakers [1] - The Zun界 S800 has achieved over 18,000 pre-orders within 175 days of its launch, demonstrating rapid brand momentum [1] Group 2: Technological Developments - Companies such as XPeng, GAC, and Changan showcased self-developed robotic products during the auto show [1] - XPeng recently released its second-generation VLA large model and humanoid robot Iron, boosting market expectations [1] - The year 2026 is anticipated to be significant for new vehicle launches from Huawei, especially with the expected advancements in Tesla's FSD V14, Robotaxi, and Optimus technologies [1] Group 3: Industry Implications - The integration of automotive and robotics as core applications of physical AI is expected to catalyze a turning point in industry trends [1] - The technological attributes of automotive stocks may undergo reassessment as these advancements unfold [1]

Core Insights - Huawei has significantly expanded its presence in the automotive sector, showcasing multiple vehicle brands at the Guangzhou Auto Show, including two new brands, "启境" (Qijing) and "奕境" (Yijing), in addition to its existing "五界" (Wujie) brands [1][4][11] - The differentiation between "界" (Jie) and "境" (Jing) brands lies in their collaboration models, with "界" brands being more supplier-oriented and "境" brands focusing on deeper co-creation with automotive partners [3][7][10] Brand Strategy - Huawei's "五界" brands are positioned in the mainstream family market, covering price ranges from 150,000 to 1,000,000 RMB, while "境" brands target a younger demographic with a focus on high-end smart electric vehicles priced between 300,000 and 400,000 RMB [8][10] - The "境" series represents an upgrade from the HI model, emphasizing collaborative development in technology and market insights, rather than a simple supplier relationship [4][6] Collaboration Models - Huawei's collaboration with automotive companies can be categorized into three models: component supplier, HI model (Huawei Inside), and the smart car model (鸿蒙智行生态联盟), with varying degrees of involvement and control [3][6] - The "境" brand is managed by Huawei's Car BU, which has been restructured to enhance collaboration and innovation in the automotive sector [3][11] Market Impact - As of now, Huawei has partnered with 14 automotive brands, with 33 models in development, and anticipates that the number of cooperative models will reach 80 by next year [11] - The introduction of the "境" series is seen as a strategic move to adapt to market changes and meet the diverse needs of automotive partners, enhancing Huawei's position as a technology enabler in the automotive industry [11][13] Competitive Landscape - Despite Huawei's technological advancements in the automotive sector, the market remains competitive with other players like Momenta also gaining traction among automotive manufacturers [14] - The collaboration between Huawei and automotive companies is expected to drive the smart automotive industry's growth, fostering innovation and improving overall competitiveness in the global market [14]