汽车股集体走低，截至发稿，小鹏汽车-W(09868)跌4.62%，报73.25港元；长城汽车（601633）(02333) 跌4.54%，报13.24港元；广汽集团(02238)跌1.29%，报3.83港元。 国泰海通证券则表示，2025年全年，乘用车批发销量2990.8万辆，同比+9%。综合考虑新能源购置税优 惠退坡及2026年以旧换新政策力度边际减弱，我们预计2026年整体乘用车市场销量约3021万辆，同比 +1%，新能源乘用车销量约1685万辆，同比+10%。 消息面上，1月22日，乘联分会发布数据，1月狭义乘用车零售销量预计约为180万辆，环比下降 20.4%，同比微增0.3%。其中，新能源乘用车零售量预计达80.0万辆，渗透率约为44.4%。国金证券发布 研报称，1月处于政策衔接期，消费者观望情绪较强，上半月车市表现较弱。 ...

消息面上，1月22日，乘联分会发布数据，1月狭义乘用车零售销量预计约为180万辆，环比下降 20.4%，同比微增0.3%。其中，新能源乘用车零售量预计达80.0万辆，渗透率约为44.4%。国金证券发布 研报称，1月处于政策衔接期，消费者观望情绪较强，上半月车市表现较弱。 国泰海通证券则表示，2025年全年，乘用车批发销量2990.8万辆，同比+9%。综合考虑新能源购置税优 惠退坡及2026年以旧换新政策力度边际减弱，我们预计2026年整体乘用车市场销量约3021万辆，同比 +1%，新能源乘用车销量约1685万辆，同比+10%。 智通财经APP获悉，汽车股集体走低，截至发稿，小鹏汽车-W(09868)跌4.62%，报73.25港元；长城汽 车(02333)跌4.54%，报13.24港元；广汽集团(02238)跌1.29%，报3.83港元。 ...

2026年开年，全球汽车智能化竞赛在政策破局与商业落地两端同时按下加速键。1月，智能网联汽车领域都发生了哪些大事？小编为您一一梳理点 评。 国内新闻 ◆ 交通运输部：推动数据应用支撑智能驾驶、新能源汽车产业发展 1月4日，交通运输部发布《关于加快交通运输公共数据资源开发利用的实施意见》。其中提出，围绕服务公众出行、保通保畅、物流降本增效、 多式联运、绿色低碳、金融服务等行业领域，打造一批典型示范场景。通过数据开放、授权运营等方式，推动交通运输公共数据与企业数据融合应 用，支撑人工智能、智能驾驶、低空经济、新一代信息技术、新能源汽车等新兴产业与未来产业发展。 点评：数据是驱动智能驾驶发展的核心动力。交通运输公共数据资源的开发利用，必将为智能驾驶发展提供更多体量大、质量好的数据资源。 ◆ 工信部就7项智能网联汽车强制性国标公开征求意见 1月7日，工业和信息化部发布关于公开征求《智能网联汽车 自动泊车系统安全要求》等7项强制性国家标准制修订计划项目意见的公示。据悉， 《智能网联汽车 自动泊车系统安全要求》具体内容包括动态驾驶任务执行、人机交互、功能要求、用户告知、保障要求、安全档案、试验方法等。 点评：自动泊车普及 ...

据智通财经消息，日前，广汽集团表示，公司正积极推进全固态电池的自主研发与产业化落地，2025年 11月广汽全固态电池中试线已投产，计划于2026年进行小批量装车实验。 电动汽车方面，此次广汽集团的全固态电池中试线投产，标志着产业化迈出关键一步。商业航天方面， 固态电池的高能量密度和轻量化特性，使其成为卫星和航天器电源的理想选择，预计将大幅降低发射成 本、延长任务周期。据报道，SpaceX等公司正探索固态电池在深空探测中的应用。 鉴于新能源汽车、商业航天等赛道巨大的市场前景对固态电池潜在需求，近年来政策面持续加大对固态 电池的扶持。工信部在《先进动力电池创新发展行动计划（2025-2030）》中明确，对固态电池中试线 给予30%的设备购置补贴。长三角、珠三角等地也推出了"固态电池示范运营项目"，车企搭载国产半固 态电池的车型可获补贴。 2026年固态电池的量产线建设有望获得突破，2026-2027年或迎来普遍装车。除电动汽车外，低空经 济、商业航天和AI应用也将拓展市场空间。 展望后市，高工产研（GGII）测算，2035年全球锂电池总出货量将达10TWh级别，其中固态电池渗透 率有望达到5%-10%。机构预测2 ...

Core Viewpoint - The 12th Jin Xuan Award ceremony serves as a significant event in the automotive marketing industry, recognizing outstanding achievements and innovations over the past year while promoting a professional evaluation system across the entire automotive industry chain [4][7]. Group 1: Event Overview - The 12th Jin Xuan Award ceremony took place on January 23, 2026, in Beijing, gathering attention from the automotive marketing community [4]. - The event marks a reflection on twelve years of dedication to the principles of fairness, objectivity, and long-termism in the evaluation process [5]. - The Jin Xuan Award is recognized as a "marketing barometer" in the industry, collaborating with other awards to enhance the evaluation framework [7]. Group 2: Award Categories and Winners - This year's awards include 6 annual awards, 20 gold awards for marketing cases, and 43 excellent marketing case awards, covering various categories such as creative works, public welfare, sustainable development, AIGC marketing, and brand IP marketing [8]. - The awards highlight innovative practices in user communication, emotional resonance, technological transformation, and social responsibility [11][12]. Group 3: Notable Award Winners - The Public Welfare and Sustainable Development category recognized winners such as Mercedes-Benz, Jaguar Land Rover China, and SAIC Volkswagen for their impactful initiatives [16]. - The Creative Works category awarded brands like Deep Blue Automotive, Beijing Automotive, and Changan Automobile for their innovative marketing campaigns [23]. - The Cross-Border Marketing category included winners like Geely Galaxy and Kaiyi Automotive, showcasing the synergy between automotive brands and other sectors [43]. Group 4: Marketing Innovations - The AIGC Marketing category awarded East Wind Yipai and SAIC Roewe for their integration of AI technology into marketing strategies [63]. - The Brand IP Marketing award was given to Wuling Automotive for successfully establishing deep emotional connections with users [72]. - The Personality Marketing category recognized Porsche and GAC Group for their effective engagement strategies that resonate with consumers [77].

Core Insights - The Guangdong automotive industry is undergoing a profound transformation, moving from scale growth to value-driven innovation, with key players like BYD, GAC Group, and Xpeng leading the charge in technology, intelligence, and internationalization [1][6]. Group 1: Industry Transformation - The sales figures for 2025 indicate a new landscape: BYD with 4.602 million units, GAC Group with 1.8135 million units, and Xpeng with 429,000 units, reflecting not just production scale but also advancements in technology and international strategy [1]. - The transformation of the Guangdong automotive industry is characterized by simultaneous progress in technology research, intelligent applications, ecosystem development, and international brand growth, moving from "volume advantage" to "quality advantage" [1][6]. Group 2: GAC Group's Innovations - GAC Group is implementing a comprehensive reform called "Panyu Action," focusing on user-centric processes and project-driven new car development, reducing development cycles to 18-21 months and cutting R&D costs by over 10% [2]. - The company has achieved significant advancements in hybrid and electric technologies, with the "Star Source Range Extender" technology achieving a conversion rate of 3.73 kWh/L and the Quark electric drive motor exceeding 99% efficiency [2]. - GAC Group's ADiGO GSD intelligent driving system covers 99.9% of road scenarios, and its safety system has prevented 5.51 million potential accidents, showcasing a quantifiable safety value [2][3]. Group 3: Xpeng's Technological Advancements - Xpeng is focusing on a fully self-developed physical AI system, with plans to release the second-generation VLA model and a new Robotaxi, emphasizing the integration of AI across various transportation modes [4]. - The second-generation VLA model utilizes nearly 1 billion clips of training data, equating to 65,000 years of human driving experience, enhancing its ability to handle complex scenarios [4]. - Xpeng's Robotaxi is set for mass production without reliance on high-precision maps, while its flying car, the A868, boasts a range of 500 kilometers and a top speed of 360 km/h [4]. Group 4: BYD's Data-Driven Approach - BYD's "Eye of Heaven" assisted driving models have sold over 2.56 million units, with an activation rate of 94.13% for assisted driving features, highlighting the company's commitment to safety [4]. - The company is continuously optimizing its assisted driving experience through OTA upgrades, generating 1.6 billion kilometers of data daily to enhance algorithm iterations [4]. - BYD's focus on data-driven strategies is establishing a competitive edge in the electric vehicle market [4]. Group 5: Regional Industry Dynamics - The automotive landscape in Shenzhen and Guangzhou has shifted significantly, with BYD expanding its production network and GAC Group enhancing its product matrix and international presence [5]. - The core transformation of Guangdong's automotive industry is driven by technological innovation, data utilization, and industry collaboration, moving towards a value-leading model rather than mere production competition [5]. - Guangzhou aims to establish a trillion-level "Smart Car City" by 2035, laying the groundwork for digital, intelligent, and international development across the entire industry chain [5].

A股代码：601238 A股简称：广汽集团 公告编号：2026-008 H股代码：02238 H股简称：广汽集团 广州汽车集团股份有限公司 2026年第一次临时股东会决议公告 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。 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年1月23日 (二)股东会召开的地点：广州市番禺区金山大道东668号T2栋102会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由公司董事会召集，冯兴亚董事长主持，采取现场加网络投票方式（适用A股股东）召开并表 决。会议的召集和召开符合《公司法》、《公司章程》规定。 (五)公司董事和董事会秘书的列席情况 1、公司在任董事10人，列席5人，赵福全独立董事、肖胜方独立董事、周开荃董事、王亦伟董事、洪素 丽董事因有其他公务，未出席本次股东会； 2、公司董事会秘书和全体高管人员出席了本次股东会。 1、 ...

体验方面，R2配备前保交互屏、17.3寸吸顶影音大屏及智能语音控车功能。针对运营场景，优化后排空 间并标配紫外线消杀系统，兼顾舒适性与健康安全。 1月23日，广汽埃安与滴滴自动驾驶联合打造的新一代Robotaxi——R2，在广汽埃安工厂正式交付。据 悉，首批交付车辆已经获得广州智能网联汽车道路测试牌照。 作为国内首个以整车企业和自动驾驶公司合资的形式推进的Robotaxi项目，R2的成功交付，标志着自动 驾驶"技术研发—智能制造—商业运营"全链路商业闭环的打通。 R2为商业化运营而生，围绕"无人化、量产化、商业化"三大核心目标，在技术配置、安全保障、乘坐 体验和运营效率上实现了全方位突破。在无人化能力上，R2搭载33个高精传感器与行业首个量产三域 融合计算大脑，算力超2000TOPS，在性能大幅提升的同时实现成本降低74%。 对滴滴自动驾驶而言，R2的顺利交付并开启道路测试，标志着自动驾驶量产化进程迈上新台阶，将加 速提升自动驾驶的体验与价值。 按照双方规划，2026年，Robotaxi R2将在广州、北京等城市分批有序开展示范应用，逐步成为城市智 慧出行的有益补充。 面向未来，广汽与滴滴自动驾驶将继续深化合 ...

Group 1 - The core announcement is that GAC Group (02238.HK) has appointed He Xianqing as an executive director, effective from January 23, 2026, until the term of the seventh board of directors expires [1] Group 2 - The resolution to appoint He Xianqing was approved by the temporary shareholders' meeting [1]

Group 1 - GAC Group (601238)(02238) announced the appointment of Mr. He Xianqing as an executive director, effective from January 23, 2026, until the end of the seventh board of directors' term [1]