股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 廣州汽車集團股份有限公司(於中華人民共和國註冊成立的股份有限公司) 呈交日期: 2025年7月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | 否 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601238 | 說明 | A股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 7,383,697,595 | RMB | | 1 | RMB | | 7,383,697,595 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 7,383,697,595 | RMB | | 1 | RMB | ...

| 单 位 | | | 产 | 量（辆） | | | | | 销 | 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 广汽本田汽车有限公 司 | 30,999 | 31,732 | -2.31% | 165,262 | 184,691 | -10.52% | 30,017 | 34,350 | -12.61% | 154,647 | 207,930 | -25.63% | | 广汽丰田汽车有限公 司 | 67,512 | 71,205 | -5.19% | 348,912 | 339,658 | 2.72% | 71,072 | 70,072 | 1.43% | 344,672 | 336,000 | 2.58% | | 广汽传祺 ...

Group 1 - The core point of the article is that GAC Group reported a significant increase in vehicle sales for June, with total sales reaching 150,000 units, representing a month-on-month growth of 27.5% [1] - All four major automotive brands under GAC Group experienced month-on-month sales growth in June [1] - The sales of energy-efficient vehicles in June amounted to 43,013 units, showing a year-on-year increase of 10.99% [1] Group 2 - For the first half of the year, GAC International's exports increased by 45.8% year-on-year [1]

广汽集团（601238）公告，2025年6月汽车产量为15.33万辆，同比下降10.05%，本年累计产量为80.17 万辆，同比下降6.73%；6月汽车销量为15.01万辆，同比下降8.22%，本年累计销量为75.53万辆，同比 下降12.48%。 ...

7月3日，广汽昊铂HT/GT同步推新上市。其中， 2025款昊铂HT共推出4个版本，售价为18.99万-22.99万元；2025款昊铂GT共推出2个版本，售价为17.39 万-18.59万元。双车均针对安全系统、颜值设计、座舱交互等维度进行品质升级。 据了解，此次2025款车型焕新上市的同时，广汽昊铂还同步推送23款、24款昊铂HT/GT车型OTA升级，20项科技亮点升级让老车主可享受到"常用常新"的智 能用车体验。 出品：南都汽车新车辣评榜 本期车评人：南都·湾财社记者 梁罗喆 2025款昊铂HT决心在18万级纯电SUV市场成为一匹黑马，在产品革新带来体验升级的同时，还打算以豪华感为竞争卖点，满足家庭用户选择"豪华智能大五 座SUV"的所有需求。 "能装"也是昊铂HT的一大特点。2935mm轴距尺寸带来的大五座宽适空间，还有670L后备厢储物容积，以满足一家出游能坐能装的使用场景。同时，昊铂 HT座椅全系标配Nappa真皮，前排座椅配备十点按摩，同级唯一后排天王座椅支持143°最大躺角。该车首创双800技术，一箱电能够实现825km续航，800V 特高压3C快充做到15分钟补能425公里。智能方面，广汽GS ...

Group 1 - The article presents the market capitalization changes of global automotive manufacturers as of July 3, 2025, highlighting significant fluctuations in their valuations [1][3]. - Volkswagen leads with a market cap of $536.94 billion, showing an increase of 9.91% [3]. - General Motors follows with a market cap of $506.48 billion, up by 6.25% [3]. - Ford Motor Company has a market cap of $468.04 billion, reflecting a notable increase of 16.7% [3]. - Porsche's market cap stands at $464.91 billion, with a rise of 9.87% [3]. - Mahindra & Mahindra has a market cap of $443.69 billion, experiencing a slight decrease of 1.51% [3]. - Honda's market cap is $411.12 billion, increasing by 6.63% [3]. - Hyundai's market cap is $383.16 billion, with no percentage change reported [3]. - The article lists various other manufacturers, including Tata Motors, Kia, and NIO, with their respective market caps and percentage changes [3][4]. Group 2 - The data includes market caps for several emerging automotive companies, such as Rivian at $147.54 billion, down by 6.87% [4]. - VinFast Auto shows a market cap of $87.71 billion, with an increase of 4.45% [4]. - The report also mentions traditional manufacturers like Nissan and Subaru, with market caps of $86.06 billion and $127.24 billion, respectively, both showing positive changes [4].

Domestic News - The State Administration for Market Regulation has approved the release of seven national standards related to artificial intelligence, information technology, and the Internet of Things, providing technical support for digital services and applications [2] - The National Financial Supervision Administration has issued a draft notice for non-auto insurance companies, emphasizing the need to avoid blind scale expansion and to establish a rate adjustment mechanism [3] - The Hong Kong government announced that the "Cantonese Cars Southbound" plan will be implemented in November, allowing 100 vehicles daily to enter Hong Kong [4] International News - Dubai successfully completed the first test flight of an air taxi, which can carry four passengers and one pilot, with plans to launch commercial operations by 2026 [5] - Japanese Prime Minister Shigeru Ishiba responded to the U.S. threat of higher tariffs, emphasizing Japan's role as a major investor in the U.S. and its contribution to job creation [6] - Nissan will recall 443,900 vehicles in the U.S. due to engine failures, affecting models such as Rogue and Altima [7] - France's Ministry of Economy aims to integrate AI into 100% of large enterprises, 80% of SMEs, and 50% of micro-enterprises by 2030 [8] Company News - Changan Automobile reported a 1.59% year-on-year increase in sales for the first half of 2025, totaling 1.3553 million vehicles, with overseas sales of 299,400 units [10] - GAC Group announced that its first model developed in collaboration with Huawei is expected to be launched in 2026, targeting the high-end market [11] - Chery Group's June sales reached 233,607 vehicles, a 16.6% increase year-on-year, with 71,582 of those being new energy vehicles [12] - FAW-Volkswagen's June sales were 160,110 vehicles, a 15.1% increase year-on-year, with significant growth in various brands [13] - Dongfeng Motor's subsidiary, SAIC Hongyan, is facing bankruptcy reorganization due to severe debt issues, but it is believed to have restructuring potential [14] - Li Auto clarified that a fire incident involving one of its vehicles was caused by external factors and did not result in injuries [15] - Beijing Automotive Financial's capital increase has been approved, raising its registered capital from 1 billion to 1.9 billion yuan [15] - Neta Auto's associated company has had 2 billion yuan worth of equity frozen for three years due to legal actions [16]

在上述十 家 企业 中， 与上年同期相比，东风公司、广汽集团和长城汽车销量呈不同程度下 降，其他企业销量均呈不同程度增长 。 据中国汽车工业协会统计分析 ，2025年1- 5 月， 汽车销量排名前十位的企业（集团）共销售 1070.8 万辆，占汽车销售总量的 84% 。 来源： 中汽协会行业信息部 ...

Group 1 - The global automotive manufacturers' market capitalization has shown significant changes as of July 2, 2025, with various companies experiencing fluctuations in their valuations [1][3][4] - Volkswagen's market capitalization is reported at $530.5 billion, reflecting a decrease of 2.13% [3] - General Motors has seen a notable increase in its market value, rising by 27.11% to reach $500.23 billion [3] Group 2 - Other notable companies include Maruti Suzuki with a market cap of $456.91 billion, showing a slight increase of 1.55% [3] - Ford Motor Company has experienced a significant rise of 19.54%, bringing its market capitalization to $443.3 billion [3] - Tesla's market capitalization is not explicitly mentioned, but it is implied that it remains a key player in the automotive sector [1]

Group 1: Automotive Industry Overview - In June, China's automotive dealer inventory warning index was reported at 56.6%, a year-on-year decrease of 5.7 percentage points, but a month-on-month increase of 3.9 percentage points, indicating a decline in industry prosperity [1] - BYD reported sales of 382,585 new energy vehicles in June, with a cumulative sales figure of 2.15 million vehicles for the year [1] - Geely's June sales reached 236,036 vehicles, a year-on-year increase of 42%, prompting the company to raise its annual sales target from 2.71 million to 3 million vehicles [1] - Great Wall Motors sold 110,700 vehicles in June, reflecting a year-on-year growth of 12.86% [1] - New energy vehicle startups showed significant growth, with Xpeng delivering 34,611 vehicles in June, a year-on-year increase of 224% [1] Group 2: Company Developments - GAC Group announced that its first model in collaboration with Huawei is expected to be launched in 2026, focusing on the high-end market [4] - Li Auto's VP clarified that a fire incident involving a Li L7 vehicle was caused by burning debris from a hotel, and no injuries were reported [4] - Aich Automotive Technology (Shanghai) Co., Ltd. has a new equity freeze of 1.5 billion RMB, with a three-year duration, as reported by the National Enterprise Credit Information Publicity System [5][6] Group 3: International Automotive Performance - South Korea's five major automakers reported a 0.2% year-on-year increase in global sales for June, totaling 691,507 vehicles [7] - Hyundai's global sales reached 358,891 vehicles, up 1.5% year-on-year, while Kia sold 269,652 vehicles, reflecting a 0.2% increase [7] Group 4: Financial Reporting Changes - Renault announced a change in the accounting method for its stake in Nissan, which will result in a non-cash loss of 9.5 billion euros, effective from June 30, 2025 [8]