A股代码：601238 A股简称：广汽集团 H股代码：02238 H股简称：广汽集团 公告编号：2025-068 广州汽车集团股份有限公司 2025年9月份产销快报 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。 ■ 注：1.其他含广汽领程新能源商用车有限公司、合创汽车科技有限公司； 2.产销快报为未经审计数据。 广州汽车集团股份有限公司董事会 2025年10月10日 MACD金叉信号形成，这些股涨势不错！ 广州汽车集团股份有限公司2025年9月汽车产量为179,178辆，同比增长11.17%，本年累计产量为 1,237,571辆，同比下降7.21%；9月汽车销量为173,176辆，同比下降5.17%，本年累计销量为1,183,653 辆，同比下降11.34%。各主要投资企业产销数据如下： ...

Core Insights - GAC Group reported a total vehicle sales of 173,000 units in September, representing a month-on-month increase of 27.6% [1] - The company exported 92,000 vehicles from January to September, with over 85,000 units being self-owned brands, marking a year-on-year growth of 16.5% [2][3] Brand Performance - GAC Trumpchi sold 36,078 units in September, showing a year-on-year increase of 3.8% and a month-on-month increase of 35.4% [1] - GAC Aion achieved a terminal sales figure of 29,113 units in September, with a month-on-month increase of 7.7% [1] - GAC Toyota's September sales reached 71,220 units, reflecting a month-on-month growth of 7.8% [2] - GAC Honda's September sales were 32,808 units, with a significant month-on-month increase of 60.7% [2] New Product Launches and Market Expansion - GAC Group showcased five key models at the Munich Motor Show, revealing plans to accelerate its entry into the European market starting from September [2] - The company is set to establish a KD factory in Cambodia with an annual production capacity of 15,000 units, expected to commence production in January 2026 [3] - GAC Group announced a high-end smart electric vehicle brand "Qijing" in collaboration with Huawei, integrating advanced smart technologies [3] Infrastructure and Ecosystem Development - GAC Group has expanded its self-operated charging network, covering 31 provinces and cities with over 20,000 charging piles [3] - The company has established the largest V2G demonstration project in the country, focusing on vehicle-to-grid interaction services [3]

Core Insights - GAC Group reported a total vehicle production of 179,178 units in September, representing a year-on-year increase of 11.17%, but a cumulative production of 1,237,571 units for the year, which is a decrease of 7.21% compared to the previous year [3] - The total vehicle sales in September were 173,176 units, showing a year-on-year decline of 5.17%, with a cumulative sales figure of 1,183,653 units for the year, down 11.34% from last year [3] GAC Honda - In September, GAC Honda produced 33,555 units, a decrease of 2.52% year-on-year, with a cumulative production of 249,267 units for the year, down 14.79% [1] - The sales for September were 32,808 units, reflecting a year-on-year decline of 6.61%, with a cumulative sales figure of 223,905 units, down 27.58% year-on-year [1] GAC Toyota - GAC Toyota's production in September reached 81,459 units, an increase of 24.86% year-on-year, with a cumulative production of 550,593 units for the year, up 6.20% [2] - The sales for September were 76,500 units, showing a year-on-year growth of 5.84%, with a cumulative sales figure of 543,183 units, up 4.89% year-on-year [2] GAC Trumpchi - GAC Trumpchi produced 36,106 units in September, a year-on-year increase of 3.91%, but the cumulative production for the year was 237,502 units, down 19.57% [2] - The sales in September were 36,078 units, reflecting a year-on-year increase of 3.77%, with a cumulative sales figure of 233,092 units, down 15.84% year-on-year [2] GAC Aion - GAC Aion's production in September was 27,606 units, a year-on-year increase of 3.31%, with a cumulative production of 197,583 units for the year, down 12.54% [2] - The sales for September were 27,297 units, showing a significant year-on-year decline of 32.37%, with a cumulative sales figure of 181,416 units, down 19.99% year-on-year [2] Other Brands - Other brands produced 452 units in September, a remarkable year-on-year increase of 822.45%, with a cumulative production of 2,626 units for the year, up 73.33% [2] - The sales for September were 493 units, reflecting a year-on-year increase of 447.78%, but the cumulative sales figure for the year was 2,057 units, down 51.92% [2] New Energy Vehicles - The production of new energy vehicles in September was 41,820 units, a year-on-year increase of 28.33%, with a cumulative production of 292,786 units for the year, up 1.97% [4] - The sales for September were 42,565 units, showing a year-on-year decline of 9.24%, with a cumulative sales figure of 268,343 units, down 4.99% year-on-year [4] Energy-Saving Vehicles - Energy-saving vehicles produced 50,379 units in September, a year-on-year increase of 21.43%, with a cumulative production of 331,974 units for the year, up 11.86% [4] - The sales for September were 46,968 units, reflecting a year-on-year growth of 2.96%, with a cumulative sales figure of 326,413 units, up 6.70% year-on-year [4]

广汽集团(02238.HK)公告，2025年9月汽车产量为179,178辆，与去年同期比较增长11.17%，本年累计产 量为1,237,571辆，与去年同期比较下降7.21%；2025年9月汽车销量为173,176辆，与去年同期比较下降 5.17%，本年累计销量为1,183,653辆，与去年同期比较下降11.34%。 ...

广汽集团(02238)发布公告，该公司2025年9月汽车产量为17.92万辆，与去年同期比较增长11.17%，本年 累计产量为123.76万辆，与去年同期比较下降7.21%;2025年9月汽车销量为17.32万辆，与去年同期比较 下降5.17%，本年累计销量为118.37万辆，与去年同期比较下降11.34%。 ...

广汽集团（601238）(02238)发布公告，该公司2025年9月汽车产量为17.92万辆，与去年同期比较增长 11.17%，本年累计产量为123.76万辆，与去年同期比较下降7.21%;2025年9月汽车销量为17.32万辆，与 去年同期比较下降5.17%，本年累计销量为118.37万辆，与去年同期比较下降11.34%。 ...

| | | | 產 量（輛） | | | | | 銷 | 量（輛） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 單 位 | | | 月度同比 | | 累計同比 | | | 月度同比 | | | 累計同比 | | | 本月數 | 去年同期 | 增減 | 本年累計 | 去年累計 | 增減 本月數 | 去年同期 | 增減 | 本年累計 | 去年累計 | 增減 | | | | | （%） | | | （%） | | （%） | | | （%） | | 廣汽本田汽車 有限公司 | 33,555 | 34,421 | -2.52% | 249,267 | 292,530 | -14.79% | 32,808 35,130 | -6.61% | 223,905 | 309,169 | -27.58% | | 廣汽豐田汽車 有限公司 | 81,459 | 65,242 | 24.86% | 550,593 | 518,468 | 6.20% | 76,500 72,278 | 5.84% | 543,183 ...

Core Viewpoint - GAC Group (601238) reported a production forecast of 179,200 vehicles for September 2025, representing a year-on-year increase of 11.17%. However, the cumulative production for the current year stands at 1,237,600 vehicles, reflecting a year-on-year decline of 7.21% [1] Production and Sales Summary - In September, the total vehicle production was 179,200 units, which is an increase of 11.17% year-on-year [1] - The cumulative production for the year reached 1,237,600 units, showing a decrease of 7.21% compared to the previous year [1] - Vehicle sales in September totaled 173,200 units, marking a year-on-year decline of 5.17% [1] - The cumulative sales for the year amounted to 1,183,700 units, which is a decrease of 11.34% year-on-year [1] New Energy Vehicle Performance - In September, the production of new energy vehicles reached 41,820 units, indicating a year-on-year increase of 28.33% [1] - The sales of new energy vehicles in September were 42,565 units, which represents a year-on-year decline of 9.24% [1]

广汽集团（601238）(601238.SH)发布公告，公司2025年9月汽车产量为17.92万辆，同比增长11.17%，本 年累计产量为123.76万辆，同比下降7.21%;9月汽车销量为17.32万辆，同比下降5.17%，本年累计销量为 118.37万辆，同比下降11.34%。 ...

智通财经APP讯，广汽集团(601238.SH)发布公告，公司2025年9月汽车产量为17.92万辆，同比增长 11.17%，本年累计产量为123.76万辆，同比下降7.21%;9月汽车销量为17.32万辆，同比下降5.17%，本年 累计销量为118.37万辆，同比下降11.34%。 ...