格隆汇1月15日丨广汽集团(601238.SH)公布，公司全资子公司广汽传祺汽车有限公司于近日收到1 亿元人民币产业四化赋能发展资金。 ...

| A | 股代码：601238 | A 股简称：广汽集团 | 公告编号：2026-004 | | --- | --- | --- | --- | | H | 股代码：02238 | 股简称：广汽集团 H | | 广州汽车集团股份有限公司 关于收到产业四化赋能发展资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、基本情况 广州汽车集团股份有限公司（简称"本公司"或"公司"）全资子公司广汽 传祺汽车有限公司于近日收到 1 亿元人民币产业四化赋能发展资金。 二、对公司的影响 依据《企业会计准则》相关规定，公司确认本次子公司收到的上述款项类型 与收益相关，具体的会计处理及对公司损益的影响需以会计师年度审计确认后的 结果为准，敬请广大投资者注意投资风险。 特此公告。 2026 年 1 月 15 日 广州汽车集团股份有限公司董事会 ...

广汽集团公告，公司全资子公司广汽传祺汽车有限公司于近日收到1亿元人民币产业四化赋能发展资 金。公司确认本次子公司收到的上述款项类型与收益相关，具体的会计处理及对公司损益的影响需以会 计师年度审计确认后的结果为准，敬请广大投资者注意投资风险。 ...

Group 1 - The core point of the news is the completion of the business registration change for Dongfeng Honda Engine Co., Ltd., which is now fully owned by GAC Honda, marking the exit of Dongfeng Group and Honda from the company's shareholder structure [1][2] - The acquisition was driven by the need for business integration, as the engine company has been supplying engines for GAC Honda's fuel and hybrid vehicles since its establishment in 1998 [1] - The historical context of this arrangement dates back to 1998 when Honda took over the assets of bankrupt Guangzhou Peugeot and formed a joint venture with GAC Group, leading to the establishment of both GAC Honda and Dongfeng Honda Engine [1] Group 2 - Dongfeng Honda Engine has been a significant profit source for Dongfeng Group, with its financial performance closely linked to GAC Honda's sales [2] - In 2023, Dongfeng Honda Engine reported a revenue of 17.852 billion yuan and a net profit of 0.084 billion yuan, but in 2024, revenue dropped to 9.566 billion yuan with a net loss of 0.228 billion yuan [2] - The sale of the 50% stake by Dongfeng Group was aimed at optimizing its fuel vehicle asset structure to support the transition to new energy vehicles, with the stake sold for 1.172 billion yuan [2]

36氪获悉，爱企查App显示，近日，祺迹汽车科技（宿迁）有限公司成立，法定代表人为肖宁，注册资 本500万元人民币，经营范围包括汽车零部件研发、新材料技术研发、人工智能公共数据平台、人工智 能硬件销售、智能机器人的研发等。股东信息显示，该公司由祺迹汽车科技（广州）有限公司全资持 股，后者由觉行共进（广州）汽车技术合伙企业（有限合伙）、广州汽车集团股份有限公司等共同持 股。 ...

Core Viewpoint - Guangdong's automotive manufacturing industry has become a significant force in the national and global automotive landscape through industrial transformation, upgrading, and deepening open cooperation [1] Group 1: Industry Performance - Guangdong's automotive manufacturing industry has shown outstanding performance in overall production and sales, as well as in the transition to new energy and exports [1] - In 2025, Nansha Customs reported that 383,000 vehicles were exported through the Nansha Port, marking a 54.4% year-on-year increase, with 154,000 of these being new energy vehicles, which is more than double the previous year [2] - The annual throughput capacity of Nansha Port has exceeded 3 million vehicles, establishing it as a crucial hub for automotive imports and exports in China [2] Group 2: Key Players - Leading automotive companies in Guangdong, such as GAC Group and BYD, are playing a core role in driving industry development [2] - GAC Group is accelerating its electrification transformation and has partnered with Huawei to establish a high-end intelligent new energy brand, with plans to launch its first model in mid-2026 [2] - BYD maintained its position as the global leader in new energy vehicle sales, with total sales reaching 4.6024 million units in 2025, a 7.73% increase year-on-year [3] - Xpeng Motors is focusing on advanced technology research and development, with an expected R&D investment of 9.5 billion yuan in 2025, including 4.5 billion yuan for AI [3] Group 3: New Energy Transition - Guangdong has the highest penetration rate of new energy vehicles in China and serves as a model for industrial upgrading [4] - In the first 11 months of 2025, Guangdong's passenger car sales reached 2.239 million units, with new energy vehicle sales of 1.235 million units, reflecting a 15% year-on-year growth [4] - The automotive industry is transitioning towards "intelligent service," with GAC Group's Qiji Mobility platform facilitating the commercial deployment of autonomous driving technology [4] Group 4: Future Outlook - With central government policies promoting consumption and expected industry regulations, Guangdong's automotive sector is anticipated to continue its stable growth [5] - Leading companies like BYD, GAC, and Xpeng have set ambitious growth targets, ensuring that Guangdong will play a key role in the "Guangdong Goods Going Global" initiative [5]

人民财讯1月15日电，企查查APP显示，近日，祺迹汽车科技(宿迁)有限公司成立，法定代表人为肖宁， 经营范围包含：汽车零部件研发；新材料技术研发；人工智能公共数据平台；人工智能硬件销售；智能 机器人的研发等。企查查股权穿透显示，该公司由祺迹汽车科技(广州)有限公司全资持股，后者由觉行 共进(广州)汽车技术合伙企业(有限合伙)、广汽集团（601238）等共同持股。 ...

Core Viewpoint - GAC Group has launched the "Four Engines" initiative aimed at creating value for users through "new technology, new products, new services, and new ecology," striving to transform into a "new GAC" that is technology-leading, quality-leading, and ecology-leading [1][3]. New Technology - GAC Group introduced the "Star Source Range Extender" to alleviate user concerns about battery depletion; the mass-produced Quark electric drive motor achieves an efficiency exceeding 99%, and the battery system has powered over 1.3 million vehicles without self-ignition, totaling over 50 billion kilometers of safe travel [1]. - The pilot production line for solid-state batteries has commenced, capable of mass manufacturing vehicle-grade solid-state batteries with capacities exceeding 60Ah [1]. - The upgraded "Star Spirit Intelligent Driving" system covers 99.9% of road scenarios [1]. New Products - GAC Group has integrated its product development processes through the IPD (Integrated Product Development) framework, establishing a user-driven development approach with a dedicated user insight department of around 200 people [1]. - By 2026, GAC Group plans to launch nine refreshed and new models to meet diverse user needs from daily commuting to quality travel [1]. New Services - GAC is planning to add 600 brand experience stores to cover over 90% of county-level markets nationwide [2]. - The company aims to complete 45 OTA updates by 2025, enhancing over 300 features and experiences across nearly 150,000 vehicles [2]. New Ecology - GAC Group emphasizes open cooperation, partnering with industry chain partners to build a comprehensive ecological service system, including a ten-year strategic cooperation agreement with CATL for battery swapping [4]. - A nationwide supercharging network has been established, covering 204 cities and ensuring that every core urban area has a charging station within one kilometer [4]. - GAC collaborates with companies like Huawei and Tencent to create the GoLink AI intelligent ecosystem [4]. Market and Technology Dual-Drive - The "Four Engines" initiative is a result of GAC Group's "Panyu Action" reforms, focusing on transforming into a technology-driven enterprise through a dual-drive of market and technology [5]. - GAC aims to shift its R&D system from an engineering mindset to a user-centric approach, integrating user needs into the entire product development process [5]. Future Growth Strategy - GAC Group is navigating a phase of deep industry transformation and aims to cultivate a second growth curve by leveraging its manufacturing and technological strengths [6]. - During the "14th Five-Year Plan" period, GAC will focus on five key areas, including enhancing localization in joint ventures, strengthening its independent brand system, and fostering ecological development [7]. - The company plans to implement strategic reforms to enhance product competitiveness, accelerate marketing changes, and deepen ecological collaboration [7].

Core Viewpoint - GAC Group is undergoing a transformation towards a technology-driven enterprise through a series of reforms initiated by the "Panyu Action," focusing on "market + technology" as dual engines for growth [1][4]. Group 1: Four Engines of Development - GAC Group has introduced four core development engines: new technology, new products, new services, and new ecology, aiming to create a "new GAC" that is technology-leading, quality-leading, and ecology-leading [2][4]. - In new technology, GAC has launched the "Star Source Range Extender" to address user concerns about battery depletion, and the Quark electric drive motor has achieved over 99% efficiency, with over 1.3 million vehicles equipped with battery technology ensuring safety over 50 billion kilometers [2][3]. - The company plans to release nine new or updated models by 2026, focusing on user-driven product development through a comprehensive R&D system [2][6]. Group 2: Service and Ecosystem Innovations - GAC is expanding its service network by planning to add 600 brand experience stores, covering over 90% of county-level cities in China, and aims to complete 45 OTA updates by 2025, enhancing features for nearly 150,000 vehicle owners [3][4]. - The company is building a comprehensive ecosystem in collaboration with industry partners, including a strategic agreement with CATL for battery swapping and a nationwide charging network covering 204 cities [3][4]. Group 3: Strategic Focus and Future Goals - GAC Group's transformation is characterized by a shift from an engineering mindset to a user-centric approach in product development, integrating user needs into the entire R&D process [4][6]. - The company aims to cultivate a second growth curve during the 14th Five-Year Plan by focusing on local partnerships, strengthening its autonomous brand system, and enhancing strategic capabilities [6][7]. - By 2026, GAC plans to accelerate its reform initiatives, enhance brand leadership, and implement lean management to improve operational efficiency [7].

Core Insights - The Chinese automotive industry is projected to achieve record production and sales figures of 34.53 million and 34.40 million vehicles respectively in December 2025, maintaining its position as the world's largest market for 17 consecutive years [1][4]. Group 1: Market Performance - The passenger vehicle market is experiencing steady growth, significantly contributing to the overall automotive market expansion [5]. - The commercial vehicle market is recovering, with production and sales increasing by over 10%, surpassing 4 million units [5]. - New energy vehicles (NEVs) are leading the market, with production and sales exceeding 16 million units, accounting for over 50% of domestic new car sales [5]. Group 2: Export and Trade - The automotive export market shows strong resilience, with total exports exceeding 7 million vehicles, including 2.615 million NEVs, marking a new high in export scale [5]. Group 3: Market Concentration - The top fifteen automotive groups sold a total of 31.741 million vehicles, reflecting a year-on-year growth of 9.1%, which constitutes 92.3% of total vehicle sales, slightly down by 0.3 percentage points from the previous year [5][7]. - The top three groups, BYD, SAIC, and Geely, accounted for 36.6% of total vehicle sales [5][7]. - In the NEV segment, the top fifteen groups sold 15.669 million units, a year-on-year increase of 29.2%, representing 95% of total NEV sales, up by 0.7 percentage points from the previous year [5][7].