Guangzhou Automobile Beiqi infighting targets intensified to the first camp


Zhang Guangfang, chairman of Guangzhou Automobile Group, publicly expressed to the media that this year is the beginning of GAC Group Phoenix Nirvana. Less than a week later, Guangzhou Automobile Group reported that the largest high-level change in the automotive industry, all joint venture companies are facing new Adjustments.

Xu Heyi, chairman of Beiqi Group in Beijing, has also just presided over a series of personnel assignments by BAIC Group. I do not know how he feels about GAC Group's big move this time. Beiqi and Guangzhou Automobile, which have been glued to the second echelon, will undoubtedly become more intense after their respective adjustments.

Personnel streamlined and put into battle

In GAC's list of mobilization, the most important part is to reduce the number of deputy general managers, and the direct heads of each subsidiary will no longer be the vice president of the group.

According to the announcement issued by GAC Group, Yuan Zhongrong’s deputy general manager was removed from office, and Huang Xiangdong, Wu Song, Liu Wei, District Yongjian and Chen Maoshan were deposed as deputy general managers; Feng Xingya was appointed deputy general manager and Fu Shoujie Zhang Qingsong served as deputy general manager; in addition, Guangzhou Automobile Group formed the “Guangzhou Automobile Group Co., Ltd. Executive Committee” and hired Zeng Qinghong as the executive committee director. Yuan Zhongrong, Fu Shoujie, Lu Wei, Feng Xingya, Zhang Qingsong, Li Shao, Huang Xiangdong, and Wang Dan Wu Song, Jiang Ping, Yao Yiming, Liu Wei, You Yongjian, Chen Maoshan, Yu Jun, Li Hui, and Wang Qiujing are the deputy directors of the executive committee.

The changes of BAIC went through two major moves. First, it was streamlined and the vice president level was reduced from 34 to 25. Subsequently, Dong Haiyang was transferred to BAIC International. Bei Feng, Vice President of Beijing Automotive, and Li Feng, Executive Deputy General Manager of Beijing Hyundai Motor Co., Ltd., will be promoted. President of Beiqi Co., Ltd., currently deputy general manager of Beijing Hyundai Motor Co., Ltd., and Liu Zhifeng, director of the sales department, will replace Li Feng. Han Yonggui, president of Beiqi Co., Ltd., will be transferred back to BAIC Group as executive deputy general manager.

The two are exactly the same, simplified after adjustment, and its main purpose is to reduce the burden on companies and improve management efficiency.

Xu Heyi, chairman of BAIC Group, publicly stated: “There are many people at the vice president level and it is not easy to make decisions.” GAC Group is also based on Guangzhou Automobile Industry Group, the parent company of GAC Group, which may be merged into the assets management platform of Guangzhou SASAC during the process. Senior executives are adjusted to meet new corporate structure requirements. The official news of GAC Group stated that through the innovation and transformation of GAC Group, the staff team will be more dynamic and work efficiency will be further enhanced.

An executive from a car manufacturer once told Tencent that in the future development of the automotive industry, companies must have the ability to make decisions quickly if they want to quickly occupy a highly competitive market, otherwise they will be eliminated by the market. First of all, Beiqi and Guangzhou Automobile have already prepared for the follow-up fighting.

Get rid of the "four little" journey

In the "Auto Industry Adjustment and Revitalization Plan" promulgated in 2009, the list of "four major and four small" was clarified. Beiqi and Guangzhou Automobile, which are the top two of the “four smalls,” are the targets of “implementing regional mergers and reorganizations”. At that time, although BAIC and Guangzhou Automobile had the ambition to be in the forefront of the industry, Changan Group, which is the fourth place in the “big four”, had a certain gap in strength and scale.

In addition to developing and expanding existing businesses, it is the best shortcut to expand the scale through mergers and acquisitions. In the expansion of the territory, the competition between GAC and BAIC has already begun. The earliest reorganization of Changfeng Automobile, Beiqi intends to reorganize Hunan to restructure Changfeng, and GAC hopes to acquire Changfeng Motor through holdings. In the final round of this competition, GAC successfully acquired Changfeng Motor.

However, this did not undermine the determination of BAIC. Since then, the two sides have met again in the reorganization of Fuqi. For GAC, if it can be set foot in Fujian, it is a great opportunity for it to get out of Guangzhou and docking Haixi. For BAIC, Fujian Benz is the biggest attraction. However, both Guangzhou Automobile and Beijing Automotive lost the battle and the blessing steam fell into the Dongfeng sac.

At the same time when domestic targets were selected for mergers and acquisitions, both Guangzhou Automobile and Beijing Automotive did not stop expanding.

Guangzhou Automobile has set up Guangqi Fiat and Guangzhou Automobile Mitsubishi. The development of GAC's independent brands is also very successful. After BAIC successfully acquired Saab, it has been painstakingly researching and developing its own brand. In May of this year, Baosteel was successfully listed; in this process, although there are not too many new products on the market, BAIC has begun to take shape in the production base construction and successively formed Beijing and Huangqi. It is based on North China Base, Hunan Zhuzhou Huazhong Base, Guangzhou Zengcheng Huanan Base and Chongqing Southwest Base.

Today, Guangzhou Automobile and Beijing Automotive have already begun to attack the "four big" strength. According to the statistics released by Beijing Automotive, in 2012, BAIC Group sold 1.701 million vehicles, an increase of 10.3% year-on-year; 1.637 million vehicles were produced, an increase of 10.5% year-on-year; operating income was 210 billion yuan, and profit was 17 billion yuan, and the comprehensive operating indicators had exceeded long-term arrangements. The fourth industry. Although GAC has only 712,200 units of sales volume, its operating income has also reached RMB 147.7 billion. In 2012, it also reached RMB 1.064 billion when profits declined by more than 70%.

In comparison with the comprehensive strength of Changan Group, the last company of the “Big Four”, with sales of 1.96 million units in 2012, operating revenue of approximately 210 billion yuan, and profit of only 4.845 billion yuan, BAIC is comparable to Chang’an in terms of profitability. Beiqi has already surpassed Chang'an; while GAC, as the most profitable automobile group, has accumulated a lot of attention after Phoenix Phoenix.

The fourth battle is continuing

An insider of Beiqi told Tencent that on the road to sprint to the first camp, Beijing Automobile hopes to surpass Chang'an in terms of sales, revenue, and profits. This goal is just around the corner; at the same time, Guangzhou Automobile should not be taken lightly. BAIC needs to quickly expand and Guangzhou Automobile. The gap, to maintain advantages, avoid being overtaken by Guangzhou Automobile.

Although Guangzhou Automobile did not explicitly exceed Changan and BAIC, from the "12th Five-Year Plan" announced by GAC, the goal of catching up with Changan and BAIC is self-evident.

According to the “12th Five-Year Plan” announced by GAC and Beiqi, the scale of development of both parties will be comparable by 2015. GAC Group plans to have a production capacity of 3 million units, annual sales of over 2.4 million units, and sales revenue of 400 billion yuan. BAIC plans to produce and sell more than 3 million vehicles and realize sales revenue of 350 billion yuan.

At present, the staffing of GAC and BAIC is precisely to achieve their respective goals.

According to GAC's latest personnel arrangement, Vice Chairman of the Group, Yuan Zhongrong, is in charge of GAC Passenger Vehicle and GAC GIO, which indicates that GAC will attach greater importance to its own brand in the future; GAC Fiat will also be the focus of GAC's future, and will be deputy general manager Feng Xingya. Responsible; Yu Jun and Li Hui, formerly responsible for sales, were promoted to be the executive deputy general managers of Guangben and Guangfeng, and they also hoped that Guangben and Guangfeng could make greater contributions to sales.

BAIC is dispatching Li Feng, who created "modern speed," to Beijing Auto's shareholding company, highlighting that Beiqi urgently hopes that its own brand can quickly create performance.

The insiders of Beijing Automotive Group told Tencent that the sales of Beijing Hyundai Motor Co., Ltd. and Beijing Benz will basically maintain stable growth, and BAIC must achieve rapid growth of self-owned brands. After GAC Group warmed up in sales of Japanese joint venture brands, on the one hand, it is necessary to achieve continuous growth of Japanese brands. On the other hand, it is necessary to maintain a good growth trend in its own brands, and it is necessary to realize GAC Fiat and GAC Mitsubishi as soon as possible on joint venture brands. profit.

According to industry insiders' analysis, Chang'an Group has been trapped in the downturn of the mini-vehicle market in the past two years and the internal integration of the Group has reduced its profitability. However, with the split of Changan Ford and Changan Mazda, Chang'an Group will reverse the status quo, and BAIC and Guangzhou Automobile will catch up. The goal of Chao Changan is not easily achieved.

In the first quarter of this year, Changan, BAIC and GAC sold 599,500 vehicles, 498,900 vehicles, and 193,000 vehicles. The fourth-party competition will continue.



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