Group 1 - The overall performance of the new energy vehicle market in September was strong, with many companies achieving record sales, indicating a potential breakthrough in the overall penetration rate of new energy vehicles in the automotive industry [1][2] - BYD's passenger car sales reached 393,060 units in September, with significant contributions from its various brands, indicating a stable monthly sales base of over 300,000 units [2][7] - Geely's new energy vehicle sales were 165,201 units in September, with a total sales volume of 273,125 units, showcasing its strong market presence and growth potential [8][9][13] Group 2 - Changan Automobile reported over 103,000 units in new energy vehicle sales in September, reflecting a clear product strategy across different price segments [14][18] - SAIC-GM-Wuling achieved new energy vehicle sales of 100,593 units, marking a significant milestone for the brand, particularly with its popular models [20] - Leap Motor's sales reached 66,657 units in September, driven by its commitment to technology and successful business model exploration [22] Group 3 - Great Wall Motors sold 45,961 new energy vehicles in September, with a focus on user-centric vehicle development [26][31] - XPeng Motors delivered 41,581 units, marking a significant increase in sales and a strategic focus on expanding into the European market [33] - Xiaomi Motors reported over 40,000 units in deliveries, with efforts to improve production capacity and customer satisfaction [38] Group 4 - NIO delivered 34,749 units in September, with a strong performance from its brands, indicating a positive trend towards profitability [39][46] - Li Auto's deliveries reached 33,951 units, with a focus on expanding its product offerings to meet market demands [48][51] - GAC Aion sold 29,113 units, maintaining stable sales amidst fierce competition [52] Group 5 - Dongfeng Yipai Technology achieved sales of 30,256 units, indicating a positive growth trajectory [53] - BAIC New Energy sold 20,539 units, with a notable contribution from its new model launches [54] - FAW Bestune's new energy vehicle sales reached 16,214 units, reflecting a successful transition towards electrification [59]

Core Insights - China Changan Automobile Group Co., Ltd. has officially established itself as a central enterprise directly managed by the State-owned Assets Supervision and Administration Commission (SASAC), marking the first level-one central enterprise headquartered in Chongqing [1] - The company showcased its transformation journey during the "New Changan Road Rock" brand event, emphasizing its commitment to technological innovation and high-quality development [2][5] - The leadership highlighted three key challenges faced by Changan: transitioning to new energy, competing against rapidly growing private enterprises, and maintaining a long-term development philosophy [2][3] Company Overview - Changan's development philosophy is encapsulated in a 16-character spirit that emphasizes innovation, openness, scientific rationality, and resilience [3] - The company aims to provide differentiated value to consumers, focusing on emotional, functional, and cost differences [3] Technological Advancements - Changan's collision safety laboratory is the first in China to integrate active and passive safety testing capabilities, achieving over 20 C-NCAP five-star models and 10 C-IASI GOOD models [5] - The smart factory, developed in collaboration with Huawei and China Unicom, represents a leading level of flexible manufacturing and has received multiple awards for its energy efficiency and innovation [5] Research and Development - The Tian Shu Intelligent Testing Center, set to be fully operational by October 2024, will focus on intelligent network testing and has received high recognition from government and industry bodies [6] - Changan's global R&D center has ranked first in the national enterprise technology center evaluation for 14 consecutive years, indicating its strong R&D capabilities [6] Testing Facilities - The Western Automobile Testing Ground in Chongqing spans 3,500 acres, equivalent to 5,555 standard basketball courts, and features 14 specialized test roads and over 70 types of unique surfaces [7] - The testing ground conducts over 20 million kilometers of testing annually, showcasing Changan's commitment to product quality and reliability [7]

Core Viewpoint - Changan Automobile's commitment to Avita remains strong and is set to expand, emphasizing the need for mechanisms and ecosystems to support its brands [1][2]. Group 1: Strategic Developments - Avita's Strategy 2.0 has been officially launched, with Wang Hui taking over as Chairman to oversee strategic planning and global operations [1]. - The establishment of the new central enterprise allows Changan to leverage abundant resources across various sectors, including finance and logistics, enhancing its strategic partnerships [2]. Group 2: Leadership Changes - The recent leadership changes at Avita are driven by the need for dedicated management to focus on global market expansion, with a goal of achieving a 50-50 balance between domestic and international operations [3]. - Changan's leadership adjustments are based on six considerations, including independent operation of brands, talent optimization, and resource integration to enhance efficiency and global competitiveness [3][4]. Group 3: Market Positioning - Changan emphasizes the importance of "product power," "traffic power," and "ecological power," highlighting the need to adapt to new media dynamics and strengthen its ecosystem [1][2]. - The company aims to support Avita and other brands through strategic collaborations, ensuring they have the necessary resources for growth [2].

长安汽车董事长朱华荣。受访者供图 必须尽快补足流量和生态 新京报贝壳财经：你提出"三力"概念，在产品力基础上新增流量力和生态力。中国长安汽车如何在生态力方面赋能阿维塔和深蓝汽车等品牌？ 阿维塔战略2.0近日正式发布。此前长安汽车副总裁王辉已接棒朱华荣出任阿维塔科技董事长，全面统筹阿维塔科技战略规划与决策、经营管理、全球业务 等工作。 长安汽车董事长朱华荣对此回应了近期长安汽车的一系列人事调整，他表示这是基于多方面考量，未来各事业品牌、事业部要独立经营。 UVATR 朱华荣 新央企成立后，可以说是"从来没有打过这么富裕的仗"，在整车、零部件、商贸、物流与金融等多个领域具备了雄厚资源。50余天时间，长安与多家企业签 署了具备实质落地内容的战略合作协议，涵盖资金、流量、生态与海内外资源等多个维度。机制层面，中国长安汽车制定了全球化布局、国际化标准、市场 化机制、专业化能力与体系化管理的发展方向，推动公司实现健康可持续发展。 朱华荣：第一，产品力不变，但其要素已经发生了很大变化。第二，流量力是为营销力服务的，以前它可能没有那么重要，但在新媒体时代已经在主导整个 产业。第三，生态力方面，传统车企与新势力均面临严峻的态势 ...

据中国农业银行官微9月16日消息，16日，中国农业银行与中国长安汽车签署战略合作协议。中国农业 银行行长王志恒、中国长安汽车董事长朱华荣在长安汽车全球研发中心出席签约仪式。农业银行大客户 部总裁张君儒和中国长安汽车总会计师王锟分别代表双方签署战略合作协议。 王志恒对中国长安汽车的成立表示祝贺，对长安汽车在服务汽车强国战略、改革创新发展上所取得的突 出成就表示敬佩。王志恒介绍了农业银行战略定位、经营成效及综合服务优势。王志恒表示，长安汽车 是我国汽车产业的国家队和主力军，新集团的成立对我国汽车工业高质量发展具有重大意义，希望双方 以此次协议签署为契机，推动银企全方位、多层次深度战略合作，助力中国长安汽车打造具有全球竞争 力、拥有自主核心技术的世界一流汽车集团。 朱华荣对王志恒一行到访表示欢迎，对农业银行长期以来的支持表示感谢。朱华荣表示，农业银行作为 国有大型商业银行，多年来为乡村振兴和实体经济发展做出了重要的金融支撑。此次双方战略合作，不 仅是两家大型国有企业的强强联合，更是推动制造业高端化、智能化、绿色化发展的生动实践。中国长 安汽车正处于创新突破、全球化发展的关键阶段，期待与农业银行进一步拓展合作的广度、 ...

Core Viewpoint - Changan Automobile has implemented a payment scheme that ensures a 60-day payment term for suppliers, aligning with industry standards and promoting high-quality development in the automotive sector [2] Group 1: Company Actions - As of now, Changan Automobile has fully realized its commitment to a 60-day payment term through an innovative payment scheme based on delivery dates and a ten-day collection period [2] - The company has developed a standardized and efficient payment process for supplier payments [2] - On June 10, Changan Automobile announced a unified payment term of 60 days for suppliers across its brands, including Changan Qiyuan, Changan Kaicheng, Deep Blue Automobile, and Avita [2] Group 2: Industry Context - The China Association of Automobile Manufacturers released a proposal for supplier payment norms, which was positively acknowledged by the Ministry of Industry and Information Technology [2] - The Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission have made significant deployments to ensure the stability of the industrial supply chain and promote high-quality development in the automotive industry [2] - Changan Automobile's actions reflect a commitment to social responsibility and support for small and medium-sized enterprises, fostering a conducive business environment and promoting collaborative interactions within the supply chain [2]

Core Viewpoint - The former CMO of Honor in China, Jiang Hairong, has joined Deep Blue Automotive as CEO, as indicated by his recent post showcasing the company's badge and mentioning the "Deep Blue Automotive Global New Product Launch" event [1] Company Summary - Jiang Hairong has transitioned from Honor to Deep Blue Automotive, indicating a strategic leadership change within the company [1] - The announcement of Jiang's new role coincides with an upcoming global product launch, suggesting a focus on innovation and market presence for Deep Blue Automotive [1] Industry Summary - The automotive industry is witnessing leadership shifts that may impact company strategies and product development, particularly in the electric vehicle segment [1] - Deep Blue Automotive's upcoming product launch could signify its competitive positioning in the rapidly evolving automotive market [1]

Core Viewpoint - The article discusses the recent leadership changes at Changan Automobile, highlighting the appointment of Yang Dayong as the head of the company's passenger vehicle business, specifically the Inertia and Origin brands, following the establishment of Changan as a new central enterprise in Chongqing. This shift indicates a new expectation for Changan's future direction in the automotive market, particularly in the context of electric vehicles and brand differentiation [3][4][5]. Group 1: Leadership Changes - Yang Dayong has taken over the management of the Inertia and Origin brands, which are key to Changan's passenger vehicle segment [3][4]. - The previous president, Wang Jun, was reassigned, leaving a vacancy that has now been filled by Yang Dayong, who has a long history with the company [3][4]. - The restructuring also includes other key appointments, such as Wang Xiaofei becoming the executive vice president of Changan Ford, indicating a strategic realignment within the company [4][5]. Group 2: Brand Strategy - Changan has five main brands: Inertia, Origin, Kaicheng, Avita, and Deep Blue, with Inertia and Origin focusing on traditional and new energy vehicles, respectively [5][12]. - The Inertia brand encompasses fuel and hybrid vehicles, while the Origin brand is dedicated to new energy vehicles, aiming to capture the mainstream family market [5][12]. - The article notes that the Origin A06 and Deep Blue SL03 are essentially the same vehicle with different designs, highlighting Changan's strategy to optimize product offerings [15]. Group 3: Market Position and Future Goals - Changan aims to achieve a production and sales target of 5 million vehicles by 2030, with over 60% of sales coming from new energy vehicles [19]. - The company has set a goal of selling 3 million vehicles in 2025, including 1 million new energy vehicles, indicating a strong push towards electrification [19][20]. - Yang Dayong is optimistic about achieving sales targets for the Origin brand, projecting that two of its models could collectively sell over 400,000 units annually [20][22]. Group 4: Technological and Market Insights - Yang Dayong emphasizes the continued relevance of fuel vehicles, predicting they will maintain a market share of around 35% in the future, particularly if hybrid technology can be optimized [16][17]. - The article discusses the potential for breakthroughs in hybrid electric vehicle (HEV) technology, which could revitalize the fuel vehicle market [17][18]. - Changan's strategy includes leveraging existing manufacturing capabilities at Changan Ford to enhance production efficiency and quality for new models [16].

Group 1 - The core point of the article is the appointment of Jiang Hairong as the CEO of Deep Blue Automotive, a subsidiary of Changan Automobile, indicating a strategic move to enhance leadership in the electric vehicle sector [1][3] - Jiang Hairong has over 20 years of experience in the communication and smart terminal industry, having held various key positions at Huawei and Honor, which positions him well for his new role [3] - Deep Blue Automotive is recognized as an important brand for Changan Automobile in the new energy vehicle market, with existing technological advancements such as super range extension technology and collaboration with Huawei on intelligent driving systems [3] Group 2 - Jiang's previous experience includes significant roles in product marketing and brand management at Honor, where he successfully led marketing efforts for multiple products [3] - His expertise in brand positioning and user communication is seen as essential for Deep Blue Automotive at its current stage of development [3] - The article notes that Jiang Hairong's leadership is expected to drive growth and innovation within Deep Blue Automotive, reflecting the company's ambitions in the competitive electric vehicle landscape [3]

Core Viewpoint - The appointment of Jiang Hairong as CEO of Deep Blue Automotive signifies the company's strategic shift towards integrating new energy and technology, aiming for rapid and high-quality development in electrification and intelligence [1][4]. Company Overview - Deep Blue Automotive, a subsidiary of Changan Automobile, was established in 2018 and targets the mainstream market, focusing on young consumers [4]. - The company has delivered over 243,800 new vehicles in 2024, with a year-on-year increase of 64.6% in deliveries from January to August, totaling 198,640 vehicles [4]. Management Changes - Jiang Hairong, previously the Chief Marketing Officer for Honor in China, has been appointed as the new CEO of Deep Blue Automotive, succeeding Deng Chenghao, who has transitioned to Chairman [1][3]. - Deng Chenghao has a background in Changan Automobile, having held various positions since 2011, including CEO of Deep Blue Automotive since its inception in 2022 [3]. Industry Trends - The trend of executives from the mobile phone industry joining automotive companies is becoming more pronounced, with notable examples including former Honor executives joining other electric vehicle manufacturers [4].