魏牌迎来第八年第十次换帅。长城汽车董事长魏建军清楚，他和他数次更换的团队，都曾陷入一种"高 估能力的幻觉"。"的的确确做一个品牌，这件事很难讲清楚。"他在一次交流中坦言。自2016年诞生以 来，这个承载着长城乃至中国品牌最早高端化梦想的品牌，始终在摸索属于自己的长久路径。构建体系 的第一步，往往是找到驾驭体系的人。8天前，长城汽车内部完成了一项关键人事调整：哈弗品牌总经 理赵永坡通过微博宣布，正式兼任魏牌CEO。自2016年诞生以来，魏牌在八年内迎来了第十任品牌负责 人，其更迭频率在业内罕见，其前任包括冯复之、刘艳钊、陈思英、李瑞峰等。"实际上每一个公司都 有高端化的梦想。"魏建军说，但运营一个成功的汽车品牌需要涉及全链条的复杂体系，而中国品牌在 这条路上至今没有真正跑通的先例。（21财经） ...

速途网讯今日，魏牌新任CEO赵永坡发布视频回应"从哈弗来到魏牌压力大不大"。他表示，来到魏牌对于我自己来说，反而进入了一个舒适区。 据公开数据显示，2025年前11个月，魏牌累计销量达8.9万辆，同比增长93%。但是，魏牌成立之初势头迅猛，上市9个月销量就突破10万辆。但高光过后 销量便开启下滑通道，2019年销量下滑至10万辆，2020—2022年销量更是持续走低。 速途网讯今日，魏牌新任CEO赵永坡发布视频回应"从哈弗来到魏牌压力大不大"。他表示，来到魏牌对于我自己来说，反而进入了一个舒适区。 赵永坡解释称，魏牌有长城最好的技术，最前沿的技术都汇聚在这儿，对于技术出身的他来说，应该说好像找到了自己的老本行。"岗位变动不是换了一 个地方工作，更像是结果一个更聚焦的任务"。 他在视频中还预告，明年(2026年)魏牌将有新平台以及旗舰产品。 赵永坡解释称，魏牌有长城最好的技术，最前沿的技术都汇聚在这儿，对于技术出身的他来说，应该说好像找到了自己的老本行。"岗位变动不是换了一 个地方工作，更像是结果一个更聚焦的任务"。 他在视频中还预告，明年(2026年)魏牌将有新平台以及旗舰产品。 值得注意的是，长城汽车董事长 ...

对于魏牌不断换"帅"一事，长城汽车（601633）董事长魏建军首次公开回应。 事实上，从2016年品牌成立至今，魏牌掌舵者的位子平均每12个月就完成一次更迭，严思、柳燕、李瑞 峰、刘艳钊等八任掌舵人轮番上阵，最短任期仅四个月，赵永坡成为这9年中魏牌的第9位"掌门人"。 成立之初魏牌势头迅猛，上市9个月销量就突破10万辆。但高光过后销量便开启下滑通道，2019 年销量 同比下滑28.28%至10万辆，2020—2022年销量持续走低，分别为7.85万辆、5.84万辆、3.64万辆，短短 几年间销量从初期的年销10万级跌至3万级，下滑幅度超六成。销量的下滑或是魏牌频繁换帅的关键原 因之一。 今年，在全新产品矩阵的帮助下，魏牌前11个月销售8.9万辆，单车成交均价达到29.37万元，但在长城 123.33万辆总销量中仅占4.4%。 如今，赵永坡入局，如何助力魏牌实现销量增长将是其关键任务之一。 12月22日，魏建军在与媒体交流时针对魏牌频繁换"帅"一事首次对外作出回应。当日正是哈弗品牌总经 理赵永坡正式接任魏牌CEO后的首次露面。 魏建军表示，每一个中国汽车品牌都有一个高端化的梦。他直言，"并不是我们辞退了人家，不 ...

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 ...

每日经济新闻今年 10 月报道称，长城智选直营店调整销售车型，展厅内仅售魏牌旗下车型，坦克 700 已撤出。 此外，长城智选也更名为"魏牌新能源直营"。 值得注意的是，冯复之的微博账号在 12 月 9 日还转发了魏牌的宣传内容。 从长城汽车 2025 年 11 月产销快报来看，魏牌 11 月销量 12763 辆，同比增长 81.14%。 IT之家注意到，魏牌自 2016 年起，九年更换了八位 CEO，冯复之于今年 5 月 20 日在魏牌蓝山焕新版发布会上 以魏牌 CEO 的身份首秀。 报道提到，冯复之 2023 年底加入长城，入职后主导长城直营渠道"长城智选"的建设。其职业生涯早期先后在索 尼、苹果、三星、小米、一加手机工作。2016 年 9 月，他加入理想汽车任零售总监，主要负责零售团队的组建与 战略规划。2020 年 8 月，冯复之从理想离职，之后短暂在小鹏汽车、牛创新能源从事销售工作。2021 年 8 月， 他出任超境汽车的联合创始人兼销售副总裁。2022 年 1 月，他还曾创立"云卖车"平台轻麦车。 IT之家 12 月 11 日消息，据晚点 Auto 今日报道，长城魏牌 CEO 冯复之（内部花名"合一 ...

Group 1 - Cao Dewang responded to criticism about being generous in charity but strict with employees, stating that his charitable donations come from personal funds, not company funds. He emphasized that the average monthly salary for employees is around 10,000 yuan, which is slightly above the industry average, to maintain competitiveness and risk resilience [3][5]. - The resignation of Zong Fuli from Wahaha Group was attributed to trademark usage non-compliance, leading her to independently operate her brand "Wawa Xiaozong" [8][9]. - ByteDance announced a new employee support scheme for those laid off due to organizational adjustments, offering up to 7.2 million yuan in transitional subsidies over six months [9][10]. Group 2 - Qualcomm is under investigation by China's market regulator for allegedly failing to report its acquisition of Autotalks, which may violate antitrust laws [10]. - Longxin Technology has completed its IPO counseling, with a valuation exceeding 140 billion yuan, positioning itself as a leading player in the DRAM market [27]. - BYD's 14 millionth new energy vehicle was rolled off the production line in Brazil, with the Brazilian president becoming the owner of this vehicle [25].

Core Viewpoint - Great Wall Motor Company Limited reported a slight increase in total revenue for the first half of 2025, with total revenue reaching approximately CNY 92.33 billion, a 0.99% increase compared to the same period last year. However, net profit attributable to shareholders decreased by 10.21% to approximately CNY 6.34 billion [4][5][6]. Company Overview and Financial Indicators - Great Wall Motor is one of China's largest manufacturers of SUVs and pickups, with brands including Haval, Wey, Tank, and Ora. The company focuses on both traditional and new energy vehicles [4][5]. - As of June 30, 2025, the total number of shares issued by the company was 8,558,945,933, comprising 6,240,169,933 A-shares and 2,318,776,000 H-shares [2][6]. Financial Performance - Total revenue for the first half of 2025 was CNY 92,334,633,193.51, compared to CNY 91,427,688,543.60 in the previous year, reflecting a growth of 0.99% [5][6]. - The total profit for the period was CNY 7,004,046,142.78, a decrease of 15.22% from the previous year [5][6]. - The net profit attributable to shareholders was CNY 6,336,939,113.25, down 10.21% from CNY 7,057,573,305.01 in the same period last year [5][6]. - Basic earnings per share decreased by 10.84% to CNY 0.74 [5][6]. Industry Context - The automotive industry in China showed growth in production and sales, with total vehicle production and sales reaching 15.62 million and 15.65 million units respectively in the first half of 2025, marking increases of 12.5% and 11.4% year-on-year [5][6]. - The passenger car market continued to perform well, with production and sales of passenger cars reaching 13.52 million and 13.53 million units, reflecting year-on-year growth of 13.8% and 13% [5][6]. - New energy vehicles accounted for 44.3% of total new car sales, with pure electric vehicles making up 28.2% and plug-in hybrids 16.1% [5][6].

Core Insights - Great Wall Motors has achieved a cumulative global sales figure of 14.901 million vehicles as of December 2024, marking a significant milestone for the company as it celebrates its 35th anniversary [2] - The company has launched the "35+ Plan," aimed at recruiting talent aged 35 and above, reflecting a proactive approach to talent acquisition and a commitment to fostering a diverse workforce [2] - Great Wall Motors emphasizes continuous improvement and innovation as core values, which have been integral to its development and success over the past 35 years [3] Group 1: Company Development and Achievements - The company has established a comprehensive research and development system, highlighted by the opening of a 5 billion yuan technology center in 2015, which includes 18 large testing laboratories and over 2,000 testing capabilities [3][4] - Great Wall Motors has successfully broken foreign monopolies in key automotive technologies, achieving significant advancements in its powertrain systems, including self-developed 9DCT transmissions and V8 engines [4] - The company has achieved over 60% self-supply rate for core components, showcasing its strong competitive position in the automotive supply chain [4] Group 2: Talent Development and Corporate Responsibility - Great Wall Motors prioritizes talent development, creating a supportive environment for employees to realize their potential, with a focus on ability and contribution as the basis for evaluation [6] - The company has implemented a comprehensive support system for employees, including housing and education services, which enhances employee satisfaction and productivity [6] - The corporate philosophy emphasizes the importance of sustainable development and social responsibility, aiming to create a platform for continuous growth and innovation [7] Group 3: Financial Performance and Market Position - In the first half of 2025, Great Wall Motors reported a net profit of 6.337 billion yuan, reflecting a year-on-year decline of 10.21%, indicating challenges in maintaining profitability amid a competitive market [7] - The company recognizes the need for continuous innovation and quality improvement to transition from scale advantages to quality and brand advantages in the global market [7]

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]

Core Viewpoint - The automotive market is experiencing a "price war" as various car manufacturers introduce aggressive promotional strategies to boost sales during the summer season [1][21]. Group 1: Promotional Strategies - Leida Auto has launched a significant promotion offering 0 down payment and 3 years of interest-free financing, targeting young consumers, especially recent graduates [4][6]. - Li Auto is providing a 5-year interest-free financing option for its popular Li L6 model, with potential savings of up to 26,300 yuan in interest [7][9]. - Geely has implemented a broad discount strategy across its entire model range, with the Emgrand series starting at 44,900 yuan after a maximum cash discount of 15,000 yuan [11][13][15]. - Great Wall Motors' Wey brand is offering high-value configurations for free, such as a 17.3-inch rear entertainment screen and lifetime free advanced driving assistance features, alongside significant financing options [18][20]. Group 2: Market Trends - The automotive market is seeing a shift towards lower purchase thresholds with many brands offering low down payments, zero interest, or long-term financing options, making it easier for consumers to buy cars [21][23]. - The competition among car manufacturers is becoming more refined, with promotional strategies targeting specific consumer demographics, indicating a move towards more precise market segmentation [23][24].