从知情人士处独家获悉，昊铂埃安BU总裁由张雄担任，同时，冯煜任产品副总裁，杨龙任销服副总 裁。"BU独立承担从产品规划、研发到上市、盈利的全流程经营责任，将对最终的市场表现和商业成功 负总责。"（蓝鲸新闻） 编辑丨安安 12月18日，广汽集团宣布已正式启动自主品牌BU（Business Unit）改革，其中，昊铂埃安BU率先完成 组建，昊铂与埃安品牌纳入同一事业部统筹运营，后续两大品牌渠道融合将分阶段稳步推进。 作者丨彭鑫 ...

企查查APP显示，近日，广州祺工智联股权投资合伙企业（有限合伙）成立，出资额10亿元，经营范围 包含以自有资金从事投资活动；以私募基金从事股权投资、投资管理、资产管理等活动。企查查股权穿 透显示，该企业由广汽集团(601238)等共同出资。 ...

Group 1 - Honda plans to suspend production at its factories in China and Japan due to semiconductor shortages, with a five-day shutdown starting December 29 at its joint venture with GAC Group [5][6] - NIO is implementing a new channel cooperation model where users can open stores without authorization, with sales consultants present to sell cars, marking a shift from traditional sales models [10] - GAC Group announced significant internal personnel changes, including the establishment of a new business unit for its brands Aion and Haobo, aiming for a comprehensive integration of sales channels by March 31 [11] Group 2 - Xiaomi is set to launch the Xiaomi 17 Ultra next week, featuring a new optical system developed in collaboration with Leica, aiming to enhance its position in the high-end smartphone market [12][33] - Sony has closed its factory in Huizhou, Guangdong, providing substantial severance packages to employees, as part of a strategic shift in its operations in China [23] - iRobot has filed for bankruptcy, citing inability to compete with Chinese brands, with its largest creditor being a Chinese company, indicating a significant shift in the competitive landscape of the home robotics market [40][41] Group 3 - Volkswagen has confirmed it will no longer produce new small fuel vehicles, focusing solely on electric models, as part of its strategy to comply with stricter emissions regulations [36] - Micron Technology reported strong earnings driven by high demand for AI-related products, projecting significant revenue growth in the upcoming quarters [42][43] - Nvidia has reached a settlement with Valeo regarding a former employee's theft of trade secrets, highlighting ongoing issues related to intellectual property in the tech industry [44]

Group 1 - TikTok CEO Zhou Shuzi announced the establishment of a new joint venture, TikTok USDS Joint Venture LLC, to handle data protection and algorithm security in the U.S. while ByteDance retains control over e-commerce and advertising [1] - The new joint venture is expected to be finalized by January 22, 2026, and will focus on content review and software security [1] Group 2 - Hainan Free Trade Port officially launched its full island closure operation, leading to significant discounts on iPhone products, with prices reduced by over 2,000 yuan for certain models [3] - The iPhone 17 Pro Max 256GB version is priced at 9,299 yuan, which is 700 yuan cheaper than e-commerce platforms [3] Group 3 - OpenAI is in preliminary talks for a new funding round, aiming for a valuation of approximately $750 billion, with potential funding reaching hundreds of billions [3] - This valuation represents a 50% increase from the previous funding round in October 2022 [3] Group 4 - Elliott Investment Management has accumulated over $1 billion in shares of Lululemon and is advocating for a former Ralph Lauren executive to become the new CEO [12] - Lululemon's current market capitalization is around $25 billion [12] Group 5 - Apple announced adjustments to its iOS rules in Japan, allowing developers to use third-party app stores and payment methods, in compliance with new regulations [12] - This change enables developers to add alternative payment options within their apps [12] Group 6 - Honda confirmed a temporary suspension of production at its joint venture factory in China due to supply chain issues, specifically related to semiconductor shortages [16] - The suspension will last for three days starting December 29, 2023 [16] Group 7 - Xiaomi's founder announced the official release of the Xiaomi 17 Ultra next week, following leaked images of the device [7] - The new model is expected to generate significant consumer interest [7] Group 8 - Amazon is restructuring its AI team, integrating chip and model development under a new business unit led by a veteran from its cloud computing division [18] - This move aims to enhance Amazon's capabilities in artificial intelligence and maintain competitiveness in the market [18]

| 交易日 | 持股总数 (股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-12-18 | 17.26亿 | 497.00万 | 0.29% | | 2025-12-17 | 17.21亿 | -274.00万 | -0.16% | | 2025-12-16 | 17.24亿 | 84.44万 | 0.05% | | 2025-12-15 | 17.23亿 | 257.00万 | 0.15% | | 2025-12-12 | 17.20亿 | 1119.20万 | 0.65% | 证券之星消息，12月18日南向资金增持497.0万股广汽集团（02238.HK）。近5个交易日中，获南向资金 增持的有4天，累计净增持1683.64万股。近20个交易日中，获南向资金增持的有12天，累计净增持 3474.12万股。截至目前，南向资金持有广汽集团（02238.HK）17.26亿股，占公司已发行普通股的 61.34%。 广州汽车集团股份有限公司是一家主要从事汽车及相关业务的中国公司。该公司的主要业务包括研发、 整车（汽车、摩托车）、零部件、商贸与出行、能源及生 ...

Group 1 - BYD has rolled out its 15 millionth new energy vehicle, specifically the Tengshi N8L, at its Jinan factory on December 18 [1] - It took BYD 17 years to reach the first 15 million vehicles, but only 13 months to go from 10 million to 15 million, averaging 385,000 units per month, setting a new industry record. In the first 11 months of this year, BYD's global sales reached 4.182 million units [3] - The achievement of 15 million vehicles not only represents BYD but also reflects the transformation of the Chinese automotive industry from technology follower to global leader. This milestone is seen as a new starting point for future growth [6] Group 2 - Honda plans to suspend or reduce vehicle production in Japan and China from late December to early January due to semiconductor shortages, marking a further spread of supply chain crises to core manufacturing bases [8] - The semiconductor shortage affecting Honda is primarily due to increased fluctuations in global supply chains caused by changes in international import and export policies. Previous experiences from North America suggest that delays in delivery for certain models will occur, but the overall impact on Honda will not be significant [10] Group 3 - Lantu Automotive and CATL have signed a ten-year deepening cooperation agreement to promote continuous breakthroughs in battery technology, including the development of advanced battery technologies for new models [12][15] - The establishment of the GAC Aion and Haobo business unit marks the beginning of a reform in GAC Group's independent brand strategy, integrating the high-end Haobo brand with the mass-market Aion brand for more efficient operations [16] - This restructuring is not merely a merger but aims to reduce costs and increase efficiency through channel integration and resource collaboration, with both brands maintaining their distinct market positions [20]

Core Insights - GAC Group has initiated a reform of its independent brand Business Units (BUs), consolidating Haobo and Aion into a single unit called Haobo Aion BU, which is a key focus of this reform [1] - The company aims for each independent brand BU to take full responsibility for product planning, development, market launch, and profitability, thereby enhancing accountability for market performance [1] Group 1 - The Haobo Aion BU will integrate the sales and service channels of Haobo and Aion, with the first phase of integration expected to be completed by January 31, 2026, covering over 30 cities [2] - After the first phase, the second phase aims for complete channel integration by March 31, 2026, resulting in over 1,000 sales points and 100% coverage in cities above the fourth tier [2] - The integration is expected to increase Haobo's service network from 200 to 1,000 locations, improving service convenience for Haobo users and providing Aion users with a wider range of product choices [2] Group 2 - The reform is part of GAC Group's strategy to maximize resource synergy, enhance organizational management efficiency, and accelerate technological innovation and market responsiveness [2] - Haobo will focus on the high-end market as "elite vehicles," while Aion will target the mass market as "people's cars," strengthening GAC Group's competitive position in the independent brand sector [2][3] Group 3 - GAC Group is also preparing a BU reform for its brand Trumpchi, which is currently in the planning stage [4] - The company aims to balance its traditional fuel vehicle advantages with the transition to new energy vehicles, emphasizing both fuel and electric vehicle development [4] - GAC Group's collaboration with Huawei on the Qijing brand has achieved independent operation, with management and marketing handled autonomously by Qijing [4] Group 4 - GAC Group's operational efficiency has improved by approximately 50% since the launch of the "Panyu Action" plan in 2024, with new vehicle development cycles reduced from 26 months to 18-21 months and R&D costs lowered by over 10% [4]

Group 1 - GAC Group has initiated a reform of its autonomous brand Business Units (BUs), establishing the Haobo and Aion BU as a key focus [1] - Zhang Xiong has been appointed as the president of the Haobo Aion BU, with Feng Yu and Yang Long taking on roles as product and sales service vice presidents, respectively [1] - Each autonomous brand BU will independently manage the entire process from product planning to market performance and profitability [1] Group 2 - The integration of sales channels for Haobo and Aion will be implemented in phases, with the first phase expected to announce the initial sales and service points by January 31, 2026 [2] - After the first phase, the integrated channels are projected to cover over 30 cities, allowing for dual-brand sales and services at the same locations [2] - The second phase aims for complete channel integration by March 31, 2026, establishing over 1,000 sales points and achieving 100% coverage in cities above the fourth tier [2] Group 3 - The integration is expected to increase Haobo's service network from 200 to 1,000 locations, enhancing service convenience for users [2] - Aion users will benefit from a wider range of product options, catering to their upgrading vehicle needs [2] - The reform aims to maximize resource synergy, improve organizational efficiency, and accelerate technological innovation and market responsiveness [2] Group 4 - GAC Group is also preparing a BU reform for its brand Trumpchi, which is currently in the planning stage [4] - The company recognizes its advantages in the traditional fuel vehicle market but acknowledges the need to transition towards new energy vehicles [4] - The partnership with Huawei to create the Qijing brand has achieved independent operation, with management and marketing being handled autonomously [4] Group 5 - GAC Group's previous initiatives, such as the "Panyu Action" plan, have improved business efficiency by approximately 50% and reduced new vehicle development cycles from 26 months to 18-21 months [4] - R&D costs have decreased by over 10% since the start of the "Panyu Action" plan in 2024 [4]

Core Viewpoint - GAC Group has initiated a reform of its independent brand Business Units (BUs), with the establishment of the Haobo Aion BU as a key focus for operational integration and efficiency [2][3]. Group 1 - Zhang Xiong has been appointed as the president of the Haobo Aion BU, with Feng Yu as the product vice president and Yang Long as the sales and service vice president [3]. - Each independent brand BU will be responsible for the entire process from product planning and development to market launch and profitability, ensuring accountability for market performance [3]. Group 2 - The integration of sales channels for Haobo and Aion will be implemented in phases, with the first phase set to announce the initial sales and service points by January 31, 2026 [5]. - After the first phase, the integrated channels are expected to cover over 30 cities nationwide, allowing for dual-brand sales and service at the same locations [6]. Group 3 - The second phase aims for complete channel integration by March 31, 2026, establishing over 1,000 sales points and achieving 100% coverage in cities above the fourth tier [6]. - The integration is projected to increase Haobo's service network from 200 to 1,000 locations, enhancing service convenience for users, while Aion customers will benefit from a wider range of product options [6]. Group 4 - GAC Group's reform is designed to maximize resource synergy, improve organizational management efficiency, and accelerate technological innovation and market responsiveness [6]. - Haobo will focus on the high-end market as "elite vehicles," while Aion will target the mass market as "people's good cars," strengthening GAC Group's competitive position in independent brands [6][7]. Group 5 - GAC Group is also preparing for a BU reform for its brand Trumpchi, which is currently in the planning stage [8]. - The company aims to balance its traditional fuel vehicle advantages with the transition to new energy vehicles, emphasizing both fuel and electric vehicle development [9]. - The independent operation of the Qijing brand, developed in partnership with Huawei, has been established, with management and marketing handled autonomously [9]. Group 6 - GAC Group's initiatives, including the "Panyu Action" plan, have led to a 50% improvement in business efficiency, a reduction in new car development cycles from 26 months to 18-21 months, and a decrease in R&D costs by over 10% since the start of 2024 [9].

第二阶段则是2026年3月31日前，昊铂与埃安品牌将完成渠道全面融合，形成超1000家销售网点，100% 覆盖全国四线以上城市的网络。 据广汽集团透露，通过双品牌渠道的融合，未来，昊铂品牌的服务网络有望从目前的200家增加到1000 家。 封面图片来源：广汽集团官微 每经记者｜孙磊 每经编辑｜裴健如 12月18日，《每日经济新闻》记者获悉，广汽集团近期正式启动自主品牌BU（Business Unit）改革，昊 铂埃安BU率先完成组建，两大品牌纳入同一事业部统筹运营。据了解，传祺BU也已进入筹备落地阶 段。 广汽集团方面称，率先推行昊铂埃安BU改革，旨在释放资源协同价值，提升组织管理效能，同时加速 技术迭代与市场响应速度。 记者了解到，昊铂埃安BU成立后，昊铂与埃安品牌的渠道将融合运营。两品牌渠道融合将分阶段推 进：第一阶段为2026年1月31日前，首批昊铂与埃安销售和服务融合的销售网点将正式公布，预计将覆 盖全国超30个城市，届时同一销售网点可以实现双品牌的销售和服务功能。 ...