原比亚迪腾势销售事业部总经理、腾势方程豹直营事业部总经理赵长江的新东家确定。他将正式加入智界，负责 营销工作。 1月9日，华为常务董事、终端BG董事长余承东在社交媒体宣布，鸿蒙智行首款旗舰MPV—智界V9将于春天正式 亮相。赵长江随后转发为智界V9预热，称"行业里总需要一些产品来拔高想象力的天花板"。有网友在评论区询问 赵长江如何评价智界V9这台车，他回复称："保守估计三年内没有对手。" 值得注意的是，赵长江转发余承东关于智界V9的官宣微博，其IP地址显示为安徽。而智界是由奇瑞与华为合作打 造的品牌，奇瑞总部位于安徽芜湖。这一细节成为关键佐证。 对此，多个信源也向南都湾财社记者确认，赵长江确已入职奇瑞，负责智界品牌相关营销。赵长江本人则向南都 湾财社记者表示，"请等正式的官宣。" 在比亚迪任职长达16年，赵长江的履历堪称亮眼。公开资料显示，1986年出生的赵长江，2009年从中南大学毕业 后便加入比亚迪。入职初期，他从普通销售经理起步，凭借在京津地区的突出业绩逐步崭露头角，从一线销售岗 位稳步晋升至管理层。 2021年执掌腾势汽车后，赵长江带领品牌完成品牌焕新、产品重构与渠道重塑的三重变革。其中，MPV车型腾 ...

Core Insights - BYD reported its November 2025 sales data, showing a total of 480,186 electric vehicles sold, with 237,540 being pure electric and 237,381 plug-in hybrids [1][11][13] - Cumulative sales for the year reached 4,182,038 units, marking an 11.30% year-on-year increase [1][11][13] Sales Performance - In November, BYD's total sales included 42.36 million units from its two main sales networks: Dynasty and Ocean [3][11] - The Dynasty network sold 184,338 units in November, with cumulative sales of 1,729,767 units for the year [4][14] - The Ocean network achieved sales of 233,431 units in November, totaling 2,031,170 units for the year [4][14] Model Breakdown - Key models in the Dynasty network included the Qin, Yuan, Song, Han, Tang, and Xia, with November sales of 70,800; 47,800; 33,900; 14,600; 13,300; and 3,900 units respectively [3][11] - The Ocean network's top models were the Seal, Lion, and Dolphin, with sales of 61,000; 55,000; and 31,000 units respectively [3][11] Brand Performance - The Tengshi brand sold 13,255 units in November, with a total of 138,995 units for the year [6][17] - The Fangchengbao brand reported sales of 37,405 units in November, totaling 183,769 units for the year [7][17] - The Yangwang brand, which targets the high-end market, sold 703 units in November, with a cumulative total of 3,862 units for the year [10][20] New Model Launch - The 2026 model of the Xia was launched on November 4, featuring an upgraded battery capacity and improved range from 180 km to 218 km [4][14]

Group 1 - Zhao Changjiang, former general manager of BYD's Tengshi brand, has joined Chery Automobile and Huawei's joint venture, Zhijie Automobile, as the marketing general manager [1] - Zhao confirmed his departure from BYD on October 24, ending a 16-year career with the company, where he held various positions including general manager of the Tengshi sales division [1] - During his tenure at BYD, Zhao was instrumental in the development of key models such as the Han and Tang, and successfully led the Tengshi brand's channel construction and marketing efforts, particularly with the Tengshi D9 [1] Group 2 - Zhijie Automobile announced its transition to phase 2.0 on August 7, planning to invest over 10 billion yuan and expand its R&D team to 5,000 members to enhance technology [2] - Following its establishment as an independent entity, Zhijie has been actively recruiting talent, with previous rumors about former Honor CEO Zhao Ming joining as CEO, which he denied [2] - Yujufeng has been appointed as the new general manager of Zhijie brand, coming from Fiat, while a former editor from Autohome has joined as the deputy general manager of brand marketing [2]

Core Viewpoint - The article emphasizes that smart's ability to redefine its product positioning in a competitive market is more crucial than technological upgrades [1]. Group 1: Product Launch and Specifications - The smart 5 EHD, the brand's first plug-in hybrid SUV, has been launched with a price range of 189,900 to 239,900 yuan, with a promotional starting price of 169,900 yuan after discounts [1]. - The 5 EHD is positioned as a mid-size SUV and features the Geely Group's Raytheon hybrid technology, offering two battery pack options: a 20 kWh lithium iron phosphate battery with a pure electric range of 120 km and a comprehensive range of 1,483 km, and a 41.46 kWh battery with a pure electric range of 252 km and a comprehensive range of 1,615 km [3][5]. - The vehicle is equipped with a 1.5T four-cylinder hybrid engine, achieving a fuel consumption of 4.4L per 100 km under CLTC conditions [5]. Group 2: Market Position and Challenges - Smart has faced declining sales since 2025, with the 1 model maintaining monthly sales around 2,000 units, while the 3 and 5 models have only achieved sales in the hundreds, with 404 and 204 units sold in September, respectively [8]. - The 5 model competes against strong rivals in the Chinese market, including Tesla Model Y, Li Auto L6, and BYD models, which presents significant challenges for market penetration [8]. - The introduction of the plug-in hybrid version aims to attract consumers by alleviating "range anxiety" and enhancing cost-effectiveness with a lower price point [8]. Group 3: Brand Strategy and Future Outlook - Smart's brand transformation began after Geely acquired a 50% stake in 2019, shifting from a focus on compact city cars to a broader range of vehicles [7]. - Despite the shift, smart faces a dilemma of unclear positioning, as it struggles to balance its identity as a design-oriented brand with the need to appeal to a wider audience [9]. - The future success of the smart 5 EHD will depend on the brand's ability to find a new balance between individuality and mass appeal, avoiding a price war while maintaining brand value [9].

Core Viewpoint - The departure of Zhao Changjiang, a key executive at BYD, marks a significant shift in the company's high-end brand strategy, particularly for the Tengshi brand, which has seen both growth and challenges during his tenure [1][2][3]. Group 1: Zhao Changjiang's Career at BYD - Zhao Changjiang joined BYD in 2009 as a regional sales manager and rose through the ranks to become the youngest sales company general manager in BYD's history at the age of 31 in 2017 [2]. - He played a crucial role in establishing the high-end foundation for the "Han" and "Tang" series, which were pivotal in BYD's entry into the market above 200,000 yuan [2]. Group 2: Challenges Faced by Tengshi - In 2021, Zhao was appointed as the general manager of Tengshi, which was struggling with low sales and brand recognition, having sold only 4,783 units that year [3][4]. - Under his leadership, Tengshi underwent significant brand, product, and operational transformations, including the launch of the Tengshi D9, which disrupted the market previously dominated by the Buick GL8 [4]. Group 3: Performance and Market Position - The Tengshi D9 achieved cumulative sales of over 250,000 units, raising the brand's average selling price from 250,000 yuan to 380,000 yuan [4]. - Despite these successes, the brand faced structural challenges, with the D9 accounting for 75% of Tengshi's sales, indicating a lack of product diversity [4][7]. - Tengshi's sales in the first three quarters of 2025 reached 108,800 units, trailing behind the Fangchengbao brand's 113,100 units, but significantly outperforming the Yangwang brand [9]. Group 4: Future Outlook - The market for new energy MPVs is expected to grow, with Tengshi D9 holding a 32% market share in the 300,000 to 500,000 yuan segment [10]. - However, the introduction of new models like the Tengshi N7 and Z9 series has faced challenges, with significant drops in sales for these vehicles, highlighting the need for a more robust product lineup [8].

Core Insights - Zhao Changjiang, the former general manager of BYD's Tengshi Automotive, has resigned for personal reasons, with the company confirming that the necessary procedures have been completed [1] - Zhao expressed his intention to take a break and find a new rhythm between work and life after 16 years of service at BYD [1] Group 1: Background and Career Progression - Born in 1986, Zhao joined BYD in 2009 as a sales manager and quickly rose through the ranks due to his outstanding performance in the Beijing-Tianjin region [2] - In 2017, at the age of 31, Zhao was appointed as the general manager of BYD's automotive sales company, becoming the youngest sales leader in the company's history, and played a key role in developing the Han and Tang models [2] - In 2021, Zhao was tasked with preparing a high-end brand as part of a major organizational restructuring, which later led to his appointment as the general manager of Tengshi Automotive [2] Group 2: Tengshi Brand Development - Under Zhao's leadership, the Tengshi brand was revitalized, launching models like the Tengshi D9, which achieved monthly sales of 9,000 to 10,000 units [2] - However, structural issues began to emerge, with the D9 accounting for 75% of Tengshi's total sales of 79,830 units in the first half of 2025, while other models like the N9 and Z9GT struggled with significantly lower sales [2] Group 3: Recent Developments and Speculations - In July 2025, BYD initiated a high-level executive rotation, with Zhao being reassigned to manage the direct sales business of the Fangchengbao division, aiming to leverage his user operation experience [3] - Just two months later, Zhao's resignation was announced, raising speculation that it was linked to the challenges faced by the Tengshi brand and broader strategic adjustments within the group [3] - There are rumors regarding Zhao's potential future roles, including possible positions at Huawei's Hongmeng Zhixing or other competing firms, although these remain unconfirmed [3]

Core Viewpoint - Zhao Changjiang, general manager of Tengshi Fangchengbao's direct sales division, responded to rumors of his departure by stating he would "take a break" [1] Group 1: Departure Rumors - There were circulating rumors about Zhao Changjiang's resignation due to personal reasons, with an internal announcement confirming the completion of related procedures [1] - BYD has not officially responded to the authenticity of the announcement, but insiders have confirmed its validity [1] Group 2: Career Background - Zhao Changjiang joined BYD in 2009 and progressed from a sales manager to the youngest sales company general manager in BYD's history by 2017 [1] - He played a key role in the development of the BYD Han and Tang models and later became the general manager of Tengshi, overseeing brand channel development and marketing [1] Group 3: Future Speculations - There are market speculations that Zhao's next move may involve the collaboration between Huawei and Chery to create the Zhijie brand, although he has not confirmed this [1]

Core Points - The National Market Supervision Administration has announced a recall involving over 160,000 vehicles from BYD and Geely [1][5] Group 1: BYD Recall - BYD Auto Industry Co., Ltd. is recalling 44,535 units of the 2015 Tang series due to a design issue with components that may cause the drive motor controller to malfunction, potentially leading to safety hazards [3] - The recall includes vehicles produced between March 28, 2015, and July 28, 2017, and is initiated under the defect investigation by the National Market Supervision Administration [3] - Additionally, 71,248 units of the Yuan Pro electric vehicles are being recalled due to manufacturing issues that may lead to water ingress in the battery, posing safety risks [4] Group 2: Geely Recall - Geely Automobile Co., Ltd. is recalling 46,108 units of the 2019 Binrui 1.0T-6DCT and Binrui 1.0T BJ6 due to unclear labeling on the engine oil filler cap, which may result in engine damage if incompatible oil is used [5] - The recall affects vehicles produced between December 17, 2018, and March 31, 2020, and is also initiated following a defect investigation by the National Market Supervision Administration [5] - Geely will replace the oil filler cap and update the user manual for affected vehicles, ensuring safety and compliance with emission standards [5]

Core Viewpoint - Shenzhen has transformed from a small fishing village to a global metropolis, becoming a leader in the electric vehicle industry, particularly in the production of new energy vehicles (NEVs) [1][3][27]. Group 1: Shenzhen's Development - Shenzhen's financial landscape has grown significantly, with over 2,800 listed companies [1]. - The city has seen a remarkable increase in skyscrapers, with the tallest reaching 599 meters [1]. - Shenzhen has advanced from 2G to 6G in communication technology, showcasing its leadership in tech innovation [1]. Group 2: BYD's Growth - BYD was founded in Shenzhen in 1994, capitalizing on the burgeoning automotive industry [3][4]. - The production of NEVs in Shenzhen surged from 109,300 units in 2020 to 2,935,300 units in 2024, marking a 26-fold increase in just four years [3][14]. - BYD's sales reached 1,868,500 units in 2022, a 152.46% increase year-on-year, and projected to reach 4,272,000 units in 2024, a 41.26% increase [14]. Group 3: Industry Ecosystem - Shenzhen has developed a comprehensive ecosystem for the NEV industry, including battery manufacturers, electric motor control companies, and smart cockpit technology firms [22]. - The city has established over 1,002 supercharging stations and more than 410,000 charging piles, surpassing the number of gas stations [23]. - The local government has implemented policies to promote NEVs, such as financing leasing models and encouraging electric bus purchases [11][12]. Group 4: Global Expansion - BYD has expanded its global presence, with sales reaching 550,000 units overseas in 2023, surpassing the total for the previous year [24]. - The company has established production bases in several countries, including Thailand and Hungary, and has increased its European store count from 3 to over 400 [24]. - The "Shenzhen号" roll-on/roll-off ship carried over 6,800 BYD vehicles to Belgium, highlighting the company's international logistics capabilities [24][25].

Core Viewpoint - Chinese automotive brands, particularly Xpeng, are making significant inroads into the European market, especially in Denmark, by leveraging competitive pricing, government incentives for electric vehicles, and effective marketing strategies [2][4][38]. Group 1: Market Performance - In Denmark, Xpeng's sales reached 1,264 units in the first five months of 2024, capturing a market share of 1.8%, ranking 17th among all passenger car brands [4][10]. - Xpeng's G6 model has become the best-selling Chinese electric vehicle in Denmark, with a starting price of 339,900 DKK (approximately 176,800 RMB), aligning well with local consumer budgets [10][12]. - The overall acceptance of electric vehicles in Denmark is high, with over 65% penetration of new energy vehicles, supported by favorable tax policies [14][15]. Group 2: Competitive Advantages - Xpeng's competitive edge lies in its pricing strategy, as its G6 is significantly cheaper than competitors like BYD, which has higher price points in the Danish market [12][11]. - The G6 offers a comprehensive set of features as standard, appealing to Danish consumers who prefer well-equipped vehicles without additional costs [10][13]. - The company has effectively utilized social media platforms like Facebook to build a community and engage with potential customers, enhancing brand recognition [33]. Group 3: Customer Experience and Feedback - Customers in Denmark appreciate the spaciousness, design, and driving experience of Xpeng vehicles, although some have reported minor software issues [18][19]. - Xpeng has established a dedicated software team in Denmark to address user feedback and improve the vehicle's software performance [19][20]. - The brand's proactive customer service and community engagement have contributed to positive user experiences and brand loyalty [19][33]. Group 4: Marketing Strategies - Xpeng has adopted a marketing strategy that contrasts itself with Tesla, emphasizing its technological features and spacious interiors in promotional content [22][23]. - The company has increased its advertising presence in Denmark, including large-scale ads in major cities, to boost brand visibility [22][24]. - Xpeng's sales growth aligns with the launch of the G6 model, coinciding with a decline in Tesla's market performance due to external factors [29][30]. Group 5: Future Outlook - The success of Xpeng in Denmark serves as a potential model for expanding into other European markets, although challenges remain in establishing brand recognition and scaling operations [35][38]. - The Danish market has shown a growing acceptance of Chinese automotive brands, with projections indicating that they could capture 11% to 30% of new car sales in the next decade [37].