长安汽车(000625) - 2024年09月20日投资者关系活动记录表

Group 1: Financial Performance - In Q2 2024, Changan Automobile sold 642,000 vehicles, achieving a revenue of 39.7 billion yuan and a net profit attributable to shareholders of 1.06 billion yuan, with a significant increase in both revenue and profit compared to the previous quarter [1] - The growth in financial metrics is attributed to an increase in high-value product sales and cost reduction efforts [1] - The company has initiated a "2236" quality improvement action plan and a "cut costs and expenses" initiative, which contributed to the sequential growth in net profit [2] Group 2: Market Position and Strategy - Changan's overseas products currently have a higher profitability compared to domestic products due to less competition in certain international markets, allowing for better pricing power [2] - The company plans to accelerate its overseas expansion through the "Haina Baichuan" initiative, enhancing its operational capabilities across the entire supply chain [2] - Changan aims to become a world-class automotive brand, focusing on global market development despite potential uncertainties in international political and economic conditions [2] Group 3: Product Launches and Innovations - In the second half of the year, Changan will launch multiple new products to optimize its supply structure, including the Deep Blue L07 and S05 models [3] - The Deep Blue L07, featuring advanced range extension technology, is set to launch on September 20, 2024, with a pure electric range of up to 300 km [3] - The company is also enhancing its smart vehicle capabilities through the "Beidou Tianshu" plan, focusing on both independent development and collaboration with partners like Huawei [3][4]