日前，深蓝汽车在重庆联合产权交易所正式挂牌，启动新一轮融资，计划于今年12月底完成交易。这远非一次简单的资金补血，而是在 市场深度洗牌之际的主动"卡位"。其核心命题指向：背负"央企基因"与"市场法则"的双重身份，深蓝能否走通一条既不同于传统国有路 径，也异于新势力烧钱模式的"第三条道路"。 这场融资，也因此超越了单纯的交易，成为观察"新央企"如何凭借独特身份与市场化能力在价格战的竞争中杀出重围的重要窗口。 深蓝启动新一轮融资 尤其在2025年，其发展动能显著增强：9月销量达3.36万辆，10月再攀新高至3.68万辆，连续多月稳居3万辆以上区间，展现出强劲的市场 穿透力。财务表现同步改善。审计数据显示，公司净亏损已从2022年的31.96亿元大幅收窄至2024年的15.71亿元；截至2025年10月底，全 年净亏损进一步压缩至10.25亿元，同期营收已达397.97亿元。更值得注意的是，董事长邓承浩在广州车展期间明确表示，深蓝已在部分 月份实现单月盈利——这标志着其商业模式开始从"规模驱动"向"健康增长"过渡。 深蓝汽车能实现"深蓝速度"，并非偶然，而是多重因素协同发力的结果。 首先是以长期布局的结果。深蓝并非 ...

Core Viewpoint - The recent appointment of Jiang Hairong, former CMO of Honor, as CEO of Deep Blue Automotive under Changan Automobile highlights a strategic move to enhance marketing capabilities within the company, which has faced challenges in effectively communicating its product advantages [2][11][17]. Group 1: Jiang Hairong's Background and Experience - Jiang Hairong has a long history in the tech industry, having joined Huawei in 2005 and later becoming a key figure in Honor's marketing strategy, significantly boosting the brand's presence in international markets [5][11]. - Under his leadership, Honor achieved remarkable sales milestones, including breaking sales records for the Honor X50 smartphone, which sold over 10 million units by May 2024 [8][11]. Group 2: Deep Blue Automotive's Current Situation - Deep Blue Automotive, a subsidiary of Changan Automobile, has launched six models priced between 150,000 to 350,000 yuan, targeting young consumers [12]. - The brand has seen a significant year-on-year sales increase of 64.6%, with a total of 198,640 vehicles sold this year, although it has only achieved 39% of its 2025 sales target of 500,000 units [12][13]. Group 3: Marketing Challenges - Deep Blue Automotive has struggled with marketing, as highlighted by former CEO Deng Chenghao, who noted that the team is heavily focused on R&D, with marketing efforts only being systematically developed since 2022 [13]. - The company has faced public relations issues, including two apologies in May for controversial marketing practices, indicating a need for improved customer engagement strategies [14]. Group 4: Future Implications - Jiang Hairong's expertise in brand positioning and storytelling is expected to address the current marketing deficiencies at Deep Blue Automotive, potentially leading to more effective communication of product advantages [17].

Core Viewpoint - China Chang'an Automobile Group has established itself as a new central enterprise with a clear strategic focus on advancing its "Shangri-La" plan for new energy, "Beidou Tianshu" plan for intelligence, and "Haina Baichuan" plan for globalization [1] Group 1: Company Strategy and Goals - The newly formed China Chang'an Automobile Group aims to accelerate its strategic initiatives in new energy, intelligence, and globalization [1] - Deep Blue Automobile, a subsidiary of the group, plans to achieve global sales of 2 million vehicles by 2030, with 35% of sales coming from overseas markets [1] - The company intends to launch 30 new products by 2030, with a focus on innovative and intelligent vehicle offerings [1] Group 2: Product Launches and Innovations - Deep Blue Automobile is set to launch the Deep Blue L06, a super intelligent sedan equipped with a 3nm automotive-grade cockpit chip and laser radar, expected to hit the market in Q4 of this year [1] - The Deep Blue S05620km long-range version will officially launch, featuring class-leading 3C supercharging capabilities, allowing a charge from 30% to 80% in just 15 minutes [2] Group 3: Global Market Expansion - Deep Blue Automobile is committed to a "1+5+2" global market strategy, targeting Southeast Asia, Middle East and Africa, Central and South America, Eurasia, and Europe [3] - The company aims to cover approximately 90 countries and regions by 2025, with a sales target of 56,000 vehicles, and to reach 380,000 vehicles by 2030 [3] - Deep Blue has already introduced several models in key regions, with monthly sales contributions expected to reach between 6,000 to 8,000 units [3]

Core Insights - China Chang'an Automobile Group aims to achieve a production and sales target of 5 million vehicles by 2030, introducing a new strategic framework called the "Five New Chang'an" [1][3] - The company is advancing three strategic plans: "Shangri-La," "Beidou Tianshu," and "Haina Baichuan," focusing on product, technology, service, and global expansion [1][3] Product Development - Deep Blue Automotive, a subsidiary, will launch its first product, the Deep Blue S05 620km long-range version, on August 1, along with the Deep Blue L06, which features the world's first 3nm automotive-grade chip [7][10] - The company plans to release a new vehicle every two weeks for two months, targeting sales of 180,000 to 200,000 units in the second half of the year [7][10] - Over the next five years, Deep Blue Automotive aims to introduce 30 mainstream and differentiated models to meet diverse consumer needs [7][10] Technological Advancements - Deep Blue Automotive plans to release a fire-resistant battery for collisions at 120 km/h and the most integrated and efficient electric drive system next year [10] - The company will implement full-scene NOA for intelligent driving assistance and develop an AI-driven cockpit system with the highest global computing power [10] Market Expansion - Deep Blue Automotive has achieved cumulative sales of over 500,000 units, becoming the leading new energy vehicle brand among state-owned enterprises, with a year-on-year delivery increase of 71% in the first half of the year [10] - The company is expanding into international markets, with models like the S07, L07, S05, G318, and S09 entering Southeast Asia, the Middle East, Africa, Central and South America, and Europe, covering 66 countries and regions [10][11] - The target for overseas sales contribution is set to reach 1/3 to 1/2 of total sales, with a goal of 56,000 units globally this year and 380,000 units by 2030 [11]

Core Insights - The new energy vehicle (NEV) market in China is experiencing significant growth, with multiple companies reporting record sales figures for June 2023, indicating a strong demand for electric vehicles. Group 1: Sales Performance - Leap Motor achieved a historical high in June with total deliveries reaching 48,006 units, a year-on-year increase of over 138%, and a total of 221,664 units delivered in the first half of the year [5] - Hongmeng Zhixing reported a record monthly delivery of 52,747 units in June, with a daily delivery peak of 3,651 units, contributing to a cumulative delivery of 800,000 units over 39 months [1][3] - Xiaopeng Motors delivered 34,611 vehicles in June, marking a 224% year-on-year increase, and a total of 197,189 units in the first half of the year, surpassing the total deliveries for the entire year of 2024 [11] - Ideal Auto delivered 36,279 vehicles in June, with a total of 111,074 units in Q2 and a cumulative delivery of 1,337,810 units by June 30, 2025 [9] - Zeekr Technology reported sales of 43,012 units in June, maintaining a monthly sales figure above 40,000 for four consecutive months [7] Group 2: Product Strategy and Market Position - Leap Motor's growth is attributed to its high cost-performance product strategy and ongoing technological iterations, with new models expected to further stimulate market demand [5] - Hongmeng Zhixing has established a comprehensive product matrix covering multiple price segments, which is a core driver of its sales increase [3] - Zeekr is set to launch a flagship SUV, the 9X, in the second half of the year, which is crucial for boosting overall sales [7] - Xiaomi Auto's new SUV model, YU7, has shown strong pre-order interest, indicating potential for significant sales growth if production capacity can be expanded [15] - NIO delivered 24,925 vehicles in June, facing challenges in brand recognition and market growth despite a year-on-year increase [17] Group 3: Competitive Landscape - The NEV market is becoming increasingly competitive, with many brands achieving impressive sales figures in June, suggesting a robust demand environment [23] - New product launches in the second half of the year are expected to intensify competition among various brands, leading to further market segmentation [23]