广汽、华为启境汽车启航仪式 广汽集团 在汽车电动化转型过程中，广汽集团曾走在行业前列。广汽埃安作为广汽新能源业务的主力品牌，自 2020年以后曾步入高速增长期，连续数年获得国内新能源汽车销量冠军，2023年更达到年销48万辆的巅 峰水平，并一度考虑独立上市。 然而由于深陷"网约车"标签，广汽埃安的品牌高端化进程始终止步不前。尽管后期广汽又推出独立高端 品牌昊铂，但其销量和市场存在感均不尽如人意。 2024年，广汽埃安销量仅为37.5万辆，同比下滑21.2%；今年1-8月，广汽埃安销量仅为15.4万辆，同比 下降17.3%。今年上半年，广汽埃安的营业收入为103亿元，同比下滑17%。 与此同时，由于广汽集团主要利润来源——日系合资企业广汽丰田和广汽本田销量持续下滑，导致其利 润无法覆盖广汽新能源业务产生的亏损。今年上半年，广汽集团营业收入为421.66亿元，同比下降 7.95%；归属于上市公司股东的净亏损为25.38亿元，而上年同期的净利润15.16亿元，同比由盈转亏。 【文/观察者网 潘昱辰 编辑/高莘】9月19日，广汽集团与华为共同宣布，由广汽和华为乾崑联合打造的 高端智能新能源汽车品牌"启境"近日正式举行 ...

"启境"品牌官宣 在启境汽车启航仪式上，徐直军表示，希望年轻的启境汽车可以开启新境、智赢未来，鼓励双方团队共 同努力将启境打造成为一个高端品牌，打造极致的智能化出行体验，把智能带入每一辆启境汽车，让出 行更安全、生活更美好。 冯兴亚表示，广汽与华为在新环境下开启新的战略合作，华为不仅是广汽的重要合作伙伴，也是再造新 广汽的老师和样板。为此广汽设立了新公司，创建了新品牌，华为派出了精兵强将，在双方的通力合作 下将结出新成果。启境项目对广汽集团举足轻重，广汽将把启境置于最高优先级，集中优势资源保障启 境品牌的长期发展。 根据双方的规划，启境汽车将全系搭载华为乾崑最先进的智能技术。华为在辅助驾驶、智能座舱、用户 生态和品牌营销方面的强大实力，结合广汽在三电技术与整车制造领域的专长，双方优势互补、紧密协 作，共同为启境品牌注入强大竞争力。 作为全新的高端智能新能源汽车品牌，启境将在智能化、生态和品牌协同等方面深度融合广汽集团与华 为各自优势，在高起点上扬帆启航。在汽车行业智能化的下半场，启境品牌将通过全新的产品和服务， 为消费者带来更具前瞻性的智能化出行体验。 原标题："启境" 品牌正式官宣，广汽集团携手华为乾崑共启 ...

9月19日，南方+获悉，在华为轮值董事长徐直军与广汽集团董事长、总经理冯兴亚的共同见证下，"启 境"品牌正式官宣。"启境"品牌由广汽集团与华为乾崑联合打造，定位为高端智能新能源汽车品牌。 ...

近日，有消息称，广汽三菱汽车销售有限公司的原法定代表人、董事长杨龙将接替肖勇，出任广汽埃安 副总经理兼埃安营销本部负责人。对此，《每日经济新闻》记者向广汽埃安方面进行求证，对方称不清 楚此事，要看广汽集团的官方公告。 据记者了解，广汽集团正在推进中层干部竞聘上岗制度，其中包括三个自主品牌（即埃安、传祺、昊 铂）营销本部的负责人，杨龙是否会接替肖勇出任广汽埃安副总经理兼埃安营销本部负责人，还要走完 流程发正式通知后才知道结果。 对此，广汽集团方面告诉记者，广汽集团确实正推行中层以上领导干部"竞聘上岗"公开选拔机制。但对 于"杨龙将接替肖勇出任广汽埃安副总经理"这一消息，对方表示还要进一步确认。 广汽营销体系今年持续调整 值得注意的是，今年以来，广汽集团对旗下自主品牌的营销体系持续调整。 今年1月初，广汽集团整合传祺与埃安营销领域，设立传祺、埃安、昊铂三大品牌营销本部。彼时，三 个品牌中高层负责人也进行了临时调整。随后在广汽集团经销商伙伴大会上，郭百迅、肖勇、马海洋分 别以广汽集团传祺营销本部负责人、埃安营销本部负责人和昊铂营销本部负责人的身份亮相。 "（广汽）集团的大改革，最先改革的是产品，但不仅是产品，我们现 ...

经观汽车 9月19日，据广汽集团董事长冯兴亚发布的微博，全新高端智能新能源汽车品牌——"启境"的正式发布。这标志着广汽集团与华为的战略合作进入新阶段， 双方将深度融合华为在智能驾驶、智能座舱、用户生态和品牌营销领域的优势，与广汽集团在三电技术、整车制造领域的专长，共同为"启境"品牌注入核心 竞争力。未来该品牌将通过创新产品和服务，为用户提供前瞻性的智能化出行体验。 ...

消息面上，近期有媒体报道，今年是中国对新能源汽车免征"车辆购置税"的最后一年，明年起购买新能 源车将恢复征收车辆购置税。报道指出，根据2023年财政部等公布的《关于延续和优化新能源汽车车辆 购置税减免政策的公告》，对购置日期在2026年1月1日至2027年12月31日期间的新能源汽车减半征收车 辆购置税。 银河期货发布研报称，周末八部门引发《汽车行业稳增长工作方案（2025—2026年）》，其中新能源汽 车销量2025年争取达到1550万辆左右，同比增长约20%，低于中汽协年初1600万辆预估。但今年是新能 源汽车新车购置税全免的最后一年，可能刺激四季度额外需求增量，或超方案目标。中信建投指出，随 着市场高低切换，下半年国补落地、行业反内卷和新能源购置税退坡预期背景下，行业有望迎来"金九 银十"行情。 智通财经APP获悉，汽车股今日普跌，截至发稿，小鹏汽车-W(09868)跌3.95%，报81.55港元；广汽集 团(02238)跌2.57%，报3.41港元；理想汽车-W(02015)跌2.49%，报101.9港元；长城汽车(02333)跌 1.26%，报17.26港元。 ...

Core Viewpoint - The automotive sector is experiencing a decline, particularly in electric vehicle (EV) stocks, amid news that the exemption from vehicle purchase tax for new energy vehicles (NEVs) in China will end this year, leading to potential changes in consumer demand and market dynamics [1] Group 1: Stock Performance - Xpeng Motors (09868) fell by 3.95%, trading at HKD 81.55 [1] - GAC Group (601238) decreased by 2.57%, trading at HKD 3.41 [1] - Li Auto (02015) dropped by 2.49%, trading at HKD 101.9 [1] - Great Wall Motors (601633) declined by 1.26%, trading at HKD 17.26 [1] Group 2: Policy Changes - Reports indicate that 2023 is the last year for the exemption of vehicle purchase tax for NEVs in China, with the tax set to be reinstated next year [1] - According to the Ministry of Finance, from January 1, 2026, to December 31, 2027, NEVs will be subject to a 50% reduction in vehicle purchase tax [1] Group 3: Market Outlook - A report from Galaxy Futures suggests that the "Automotive Industry Growth Stabilization Work Plan (2025-2026)" aims for NEV sales to reach approximately 15.5 million units by 2025, reflecting a year-on-year growth of about 20%, which is lower than the initial forecast of 16 million units by the China Association of Automobile Manufacturers [1] - The end of the full exemption on NEV purchase tax may stimulate additional demand in the fourth quarter, potentially exceeding the outlined targets [1] - CITIC Securities indicates that with market shifts, the implementation of national subsidies in the second half of the year, and expectations of a decline in NEV purchase tax, the industry may experience a favorable market period in September and October [1]

Group 1 - GAC Group has undergone significant organizational changes and personnel adjustments in 2023, including the establishment of three major brand marketing departments for its brands, GAC Trumpchi, Aion, and Haobo, effective January 1, 2025 [1] - Despite these reforms, the sales of GAC's key brands continue to decline, with GAC Trumpchi's sales down 18.66% year-on-year to 197,014 units, Aion's sales down 17.31% to 154,119 units, and Haobo's sales at a low level of 8,992 units [2][3] - The company is actively recruiting globally for key positions, including CMO roles for Trumpchi and Haobo, amidst internal restructuring and a push for a competitive appointment system for mid-level management [1][2] Group 2 - GAC Aion has struggled with brand positioning, primarily targeting the low-end ride-hailing market, which has hindered its ability to attract C-end consumers, leading to a significant drop in sales [3] - GAC Trumpchi plans to accelerate its integration operations and product structure adjustments in 2025, focusing on mainstream new energy power forms, including range-extended, plug-in hybrid, and pure electric vehicles, while enhancing collaboration with Huawei [2] - GAC Haobo has faced challenges since its launch in September 2022, with ongoing adjustments to its brand positioning and insufficient product competitiveness, resulting in disappointing sales performance [3]

Group 1 - The China Quality (Nanjing) Conference will be held from September 16 to 17, 2025, in Nanjing, Jiangsu Province, focusing on the theme "Quality: Empowering New Quality Productivity" [1] - The conference aims to share new trends and concepts in international quality development, exchange experiences in comprehensive quality management, and strengthen international quality cooperation [1] - Approximately 600 representatives will attend the conference, with one-third being foreign guests, including leaders from international organizations and relevant government departments [1] Group 2 - Guangdong Province has actively promoted quality initiatives, achieving significant results and leading the nation in quality work [2] - One enterprise from Guangdong has been included in the first batch of national quality strong country construction leading enterprise cultivation database, and nine projects have been incorporated into the national key quality strong chain projects [2] - Seven county-level cities in Guangdong have been selected for the 2025 National Quality Improvement Activities, with three cities designated as national quality strong county (district, town) innovation pilot projects [2]

Core Insights - In August 2025, 20 A and H-share listed automotive manufacturers reported a total vehicle sales of 1.9239 million units, representing a year-on-year increase of 18.59% and a month-on-month increase of 8.81% [1][5] - The total sales of new energy vehicles (NEVs) reached approximately 1.0365 million units, marking a year-on-year increase of 25.74% and achieving a penetration rate of about 55% [1][5] - Companies such as NIO, SAIC Motor, Great Wall Motors, and Qianli Technology saw significant acceleration in sales growth compared to July, while companies like Xpeng Motors, Geely, and Dongfeng Group experienced a slowdown in growth [1][3] Vehicle Sales Overview - The top three companies in terms of total vehicle sales in August were BYD with 373,626 units, SAIC Motor with 363,371 units, and Geely with 250,167 units [4][8] - SAIC Motor's sales increased by 41.04% year-on-year, with its subsidiary brands showing strong growth, particularly SAIC General which exceeded 170% growth for two consecutive months [5][9] - Dongfeng Group reported total vehicle sales of 160,111 units, a year-on-year increase of 29.35%, but a decline in growth rate compared to July [5] New Energy Vehicle Sales - BYD, Geely, and SAIC Motor led the NEV sales in August with 373,626, 147,347, and 129,771 units respectively [7][8] - Xpeng Motors showed a remarkable year-on-year growth of 168.66%, while companies like Ideal Auto and Jianghuai Auto reported a decline in sales [7][8] - The NEV sales growth for companies such as NIO and Qianli Technology increased by over 10 percentage points compared to July, while Xpeng Motors and Foton experienced a decline of over 50 percentage points [7]