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魏牌九年九帅,长城高端化之困待破局
Guan Cha Zhe Wang· 2025-12-22 10:37
_Bert 赵永坡宣布自己已被任命为魏牌CEO @哈弗赵永坡 以创始人魏建军姓氏命名的魏牌于2016年成立,承载着长城汽车向高端市场进军的雄心。然而,这个被寄予厚望的品牌自诞生以来,便陷入了高管频繁更替 的怪圈。从曾在奥迪工作30年的严思,到拥有多家龙头企业背景的冯复之,再到如今的赵永坡,魏牌CEO的位置此前从未有人坐热。 【文/观察者网 潘昱辰 编辑/高莘】"从今天开始,我就是魏牌的CEO了。"12月21日,原哈弗总经理赵永坡在社交媒体上宣布了自己的新职位,并为即将上市 的魏牌蓝山智能进阶版预热造势。这位在长城汽车体系内成长超过20年的技术干将,成为魏牌自2016年成立以来的第9位掌舵者。 而CEO的屡屡更迭,也是魏牌成立近10年来战略摇摆、定位失准、转型受困的一个缩影。 频繁换帅 品牌成立9年来,魏牌已经更换了8位CEO,任期最长的为初代CEO严思,长达两年;最短的只有两个月,为兼任魏牌CEO的坦克CEO刘艳钊。 梳理过去魏牌CEO的更换规律可以看出:除初代CEO严思外,外来的职业经理人任期往往较短,而长城系老将则常被委以"救火"任务。 魏牌的初代CEO严思,曾在奥迪效力30年。作为品牌的初创者,魏牌(当 ...
一年卖出23万辆,中产撑起“折叠车第一股”
3 6 Ke· 2025-09-14 01:24
Core Viewpoint - Dahon, known as the "first stock of folding bicycles," successfully listed on the Hong Kong Stock Exchange, with a significant opening price increase and record oversubscription during its IPO [2][3]. Company Overview - Dahon was founded in 1982 by Han Dewei, who is recognized as the "father of modern folding bicycles" in China. The company has experienced rapid growth by meeting consumer demand for lightweight cycling options [4][6]. - Han Dewei holds approximately 88.56% of Dahon's shares, making him the controlling shareholder [6]. Market Position - Dahon ranks first in the folding bicycle industry in mainland China with a market share of 26.3% and holds the top position globally with a market share of 6.2% [9]. - The company sold 22.95 million bicycles in 2024, with a significant portion of sales coming from the mid-range market (priced between 2,500 to 5,000 RMB), which accounts for 69.7% of total revenue [10][11]. Financial Performance - Dahon's revenue increased from 254 million RMB in 2022 to 450 million RMB in 2024, with a gross margin improvement from 30.4% to 32.2% [14]. - The company sold 11.27 million bicycles in the mid-range market in the first nine months of 2024, with an average selling price of 2,129 RMB, nearly doubling sales from 6.61 million units in the same period of 2023 [11][12]. Consumer Trends - The growth of Dahon is supported by the increasing participation of the middle class in outdoor sports, with over 90% of its revenue coming from the Chinese market [15][17]. - The outdoor sports market is still in a growth phase, with consumers spending an average of 4,033 RMB on cycling annually, driven by a rising interest in health and leisure activities [17]. Industry Outlook - Recent government policies emphasize the development of the outdoor sports industry, providing a favorable environment for companies like Dahon [19]. - Dahon faces competition from both traditional bicycle manufacturers and emerging tech companies entering the folding bicycle market, necessitating a focus on product innovation and market expansion [19].