GWMOTOR(02333)
Search documents
创始人因「嫌年薪435万少」拒当董事长?公司回应:不满激励机制;OPPO刘作虎亲自带队攻坚Pocket项目;苹果宣布AI主管卸任
雷峰网· 2025-12-03 00:55
Group 1 - The founder of Aibison, Ding Yanhui, expressed dissatisfaction with the chairman's salary of 4.3556 million yuan, which represents a 51% increase from the previous year's salary of 2.8845 million yuan, leading to a unique dissenting vote during the board election [5][6] - Aibison clarified that the dissenting vote was due to dissatisfaction with the company's incentive mechanism rather than the salary itself, indicating a need for reform in governance and profit distribution [6] Group 2 - OPPO's Chief Product Officer, Liu Zuohua, is personally leading the Pocket project, indicating the company's strong commitment to the handheld imaging market, which has seen significant growth [8][9] - The global sales of DJI's Pocket camera have reached approximately 10 million units, with expected revenue from handheld products surpassing 50 billion yuan this year [8] Group 3 - Xiaomi has exceeded its annual car sales target of 350,000 units, with total deliveries surpassing 500,000 units since April 3, 2024, and November deliveries consistently exceeding 40,000 units [14][15] - The CEO of Zhiyu, Zhang Peng, announced that the company's annual recurring revenue from model sales has exceeded 100 million yuan, positioning it as a leading player in the Chinese AI sector [17][18] Group 4 - The automotive market in November saw BYD leading with 480,186 units sold, a month-on-month increase of 8.71%, while other brands like NIO and Xpeng experienced significant declines in sales [26][28] - The competition in the new energy vehicle market is intensifying, with BYD maintaining a strong lead while other brands show signs of fatigue in growth [28] Group 5 - Apple is undergoing a leadership restructuring in its AI division, with John Giannandrea stepping down and Amar Subramanya taking over, aiming to accelerate the development of personalized AI features [40] - OpenAI has entered a "red alert" status, focusing resources on improving ChatGPT's user experience in response to competitive pressures from companies like Google [42][43]
长城汽车11月销量同比增长4.57%,今年累销超119.97万台
Ju Chao Zi Xun· 2025-12-02 14:22
Core Insights - In November 2025, Great Wall Motors reported a total sales volume of 133,216 units, representing a year-on-year increase of 4.57%, while cumulative sales for January to November reached 1,199,652 units, up 9.26% compared to the previous year [2][3] Sales Performance - The Haval brand sold 75,383 units in November, down 3.83% year-on-year, but cumulative sales for the year reached 692,101 units, an increase of 11.13% [3][4] - WEY brand showed remarkable growth with November sales of 12,763 units, up 81.14% year-on-year, and cumulative sales of 89,055 units, a significant increase of 93.94% [4][5] - The Great Wall Pickup recorded sales of 16,011 units in November, a slight increase of 1.00% year-on-year, with cumulative sales of 166,322 units, up 3.40% [4][5] - The Ora brand experienced a decline, with November sales of 4,821 units, down 16.97% year-on-year, and cumulative sales of 40,155 units, a decrease of 31.40% [4][5] - Tank brand sales increased to 24,135 units in November, up 19.55% year-on-year, with cumulative sales of 211,584 units, a modest increase of 1.18% [5] Production Data - In November, total production was 134,201 units, nearly unchanged from 134,207 units in the same month last year, while cumulative production for January to November reached 1,194,517 units, up 8.51% year-on-year [2][3] - Haval brand's production in November was 77,489 units, down 7.80% year-on-year, with cumulative production of 675,266 units, an increase of 5.62% [3][4] - WEY brand's production surged to 12,214 units in November, up 94.65% year-on-year, with cumulative production of 91,760 units, a growth of 99.28% [4] - The Great Wall Pickup's November production was 15,079 units, down 7.91% year-on-year, with cumulative production of 167,535 units, up 7.35% [4][5] - Ora brand's production fell significantly to 3,018 units in November, down 50.62% year-on-year, with cumulative production of 39,256 units, a decrease of 28.01% [4][5] - Tank brand's production increased to 26,277 units in November, up 24.07% year-on-year, with cumulative production of 220,011 units, a growth of 7.66% [5] New Energy and Overseas Sales - New energy vehicles sold 40,113 units in November, with cumulative sales for January to November reaching 364,731 units, indicating a steady expansion of the new energy segment [6] - Overseas sales amounted to 57,309 units in November, with cumulative sales of 448,648 units for the year, reflecting a steady increase in market penetration [6]
长城汽车董事长魏建军:技术要为用户提供价值,不能为了炫技
Xin Lang Cai Jing· 2025-12-02 07:38
12月2日消息,长城汽车CTO吴会肖发微博表示,对于场景的理解我们坚持360度审视,对功能的设计以 安全为第一准则。不做行业跟风者,只做安全守护人,让每一次出行,成为值得信赖的旅程。 对此,长城汽车董事长魏建军转发微博表示认同:做得对,有所为有所不为,技术要为用户提供价值, 不能为了炫技。 责任编辑:李思阳 12月2日消息,长城汽车CTO吴会肖发微博表示,对于场景的理解我们坚持360度审视,对功能的设计以 安全为第一准则。不做行业跟风者,只做安全守护人,让每一次出行,成为值得信赖的旅程。 责任编辑:李思阳 对此,长城汽车董事长魏建军转发微博表示认同:做得对,有所为有所不为,技术要为用户提供价值, 不能为了炫技。 ...
销量、营收、核心市场份额占比不断提升 海外市场成新增长极
Huan Qiu Wang· 2025-12-02 07:04
来源:中国汽车报 本报记者 赵建国 中国汽车工业协会发布的最新产销数据显示,10月,汽车出口66.6万辆,环比增长2.1%,同比增长 22.9%;1~10月,汽车出口561.6万辆,同比增长15.7%。"出口增速比国内产销增速更快。"中国汽车 工业协会副秘书长陈士华说。 一个不容置疑的事实是,目前中国汽车市场已经从增量竞争转为存量竞争,"内卷"的行业生态说明,接 下来很难再有新的蛋糕可供分享了。而海外业务对车企来说,将不再是锦上添花,或将成为新增长极。 这从近期车企发布的海外市场销量占比以及营收情况也可看出,越来越多中国车企海外业务的重要性愈 加凸显。中国汽车工业协会专务副秘书长魏文清最近撰文称,到2030年,中国品牌汽车海外销量将接近 1000万辆。 销量占比不断实现新突破 最新数据显示,中国车企尤其是头部车企的出口销量不仅持续增长,而且在总销量中的占比也不断攀 升。今年1~10月,奇瑞海外市场累计销量为106万辆,同比增长13%,占总体销量的46%,比例与上年 同期基本持平,保持了稳健向好态势。 比亚迪的销量数据显示,2024年,比亚迪海外销量为41.72万辆,占总销量的比重为9.8%。今年1~10 月, ...
致力智能新能源长城汽车11月新能源车型销售4.01万辆 同比增长11.43%
Jin Tou Wang· 2025-12-02 05:09
摘要: 长城汽车11月销售新车133,216辆,同比增长4.57%; 强化产品矩阵,市场表现再向上 哈弗11月销售新车75,383辆,全球累计销量达1011.10万辆。11月,二代哈弗枭龙MAX获"五星健康车"奖,哈弗H6L正式上市,限时权益价10.39万元起。哈 弗H6L带来宽适空间,搭载Coffee OS 3智能座舱,并采用长城自研第六代动力系统,更省、更爽、更安心。 魏牌新能源11月销售新车12,763辆,同比增长81.14%。11月,魏牌全新高山继续火热势头。魏牌高山7诠释"一家人的移动大客厅,每个人都有好位置",是 标配Hi4性能版和激光雷达,在转弯半径、"得房率"、安全性等维度优势明显的中大型插混MPV,成为年轻家庭的品质之选。 聚焦智能新能源,推动品牌向上,长城汽车(601633)11月新能源车型销售40,113辆,同比增长11.43%;20万元以上车型销售41,155辆,同比增长31.56%; 提速"生态出海",方盒子车型销量再提升,长城汽车11月海外销售57,309辆,同比增长32.70%,再创新高;方盒子车型销售59,034辆,同比增长5.33%。 12月1日,长城汽车股份有限公司(股票代 ...
速腾聚创数字化LiDAR获长城汽车全新车型定点
Zhi Tong Cai Jing· 2025-12-02 04:32
Core Viewpoint - Suoteng Juchuang (02498) has announced that it will supply Great Wall Motors (601633) (02333) with a new model for mass production, expected to commence delivery in 2026, enhancing vehicle safety and intelligence through advanced lidar technology [1] Group 1 - Suoteng Juchuang will collaborate with Great Wall Motors to upgrade vehicle perception systems [1] - The partnership will utilize RoboSense's high-performance and reliable digital lidar solutions [1] - The initiative aims to create a safer and smarter travel experience for consumers [1]
速腾聚创(02498)数字化LiDAR获长城汽车全新车型定点
智通财经网· 2025-12-02 04:30
Core Viewpoint - SUTENG JUCHUANG (02498) has announced a new partnership with Great Wall Motors (02333) to supply pre-installed mass production for a new vehicle model, expected to begin delivery in 2026 [1] Group 1: Company Developments - SUTENG JUCHUANG will utilize RoboSense's high-performance and reliable digital lidar solutions to enhance the perception capabilities of Great Wall Motors [1] - The collaboration aims to create a safer and smarter travel experience for consumers [1] Group 2: Industry Implications - The partnership signifies a trend towards integrating advanced sensing technologies in the automotive industry, particularly in the context of smart vehicle development [1] - This move reflects the growing importance of safety and intelligence in automotive design and manufacturing [1]
平安证券(香港)港股晨报-20251202
Ping An Securities Hongkong· 2025-12-02 02:33
Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The US stock market saw declines across major indices, with the Dow Jones falling by 427.09 points or 0.90% [2] - Southbound funds maintained a net inflow of 121.9 billion HKD in November, indicating continued interest in Hong Kong stocks [3] Sector Performance - The materials sector, particularly non-ferrous metals, led the gains in the Hong Kong market, with notable increases in stock prices for companies like Sunny Optical Technology, which rose by 6.2%, and Zijin Mining, which increased by 5.3% [1][5] - In the US market, technology stocks faced profit-taking pressure, particularly in AI-related stocks, contributing to the overall market decline [2] Investment Opportunities - The report emphasizes the importance of technological self-reliance as a core theme for future performance in the Hong Kong market, suggesting that leading companies in AI, semiconductors, and industrial software may present long-term growth opportunities [3] - Specific recommendations include focusing on sectors with lower valuations and higher dividends, as well as companies benefiting from anticipated Federal Reserve interest rate cuts [3] Company Highlights - XPeng Motors reported a 19% year-on-year increase in vehicle deliveries for November, totaling 36,728 units, and a cumulative delivery of 391,937 units for the year, reflecting a 156% increase [9] - Alibaba, ZTE, and Meituan were among the top net purchases by southbound funds, indicating strong investor interest in these companies [9] Stock Performance - The Hang Seng Index and its sub-indices showed varied performance over the past month, with the Hang Seng Technology Index up by 0.8% [16] - Notable stock performances include Tencent Holdings, which saw a 1.3% increase, and Alibaba, which rose by 2.2% [16]
对标先进促提升 深化合作谋新篇
Zheng Zhou Ri Bao· 2025-12-02 00:47
近日,市委常委、统战部部长黄卿带领我市汽车产业企业考察团赴京冀考察学习。 全市新能源汽车产业链18名骨干企业负责人参加考察。 黄卿表示,组织民营企业家走出去对标学习,是服务"两个健康"、优化营商环境的具体行动。通过 实地考察,搭建学习交流平台,能够帮助我市企业家看到自身与行业标杆的差距与努力方向,有效提升 战略眼光和创新意识,同时也为推动郑州与京冀地区产业对接、深化区域合作奠定良好基础。希望各位 企业家将学到的新理念、新思路转化为企业创新发展的实际行动,把握发展趋势、拓展合作空间,争做 郑州新能源汽车产业生态的建设者和贡献者,为郑州国家中心城市现代化建设汇聚更多智慧和力量。 考察团先后走进小米汽车、理想汽车、北汽新能源、长城汽车、三河世原等企业,观摩学习智能制 造、技术创新、品牌建设与市场拓展方面的先进理念与实践成果,深入探讨大数据、人工智能如何赋能 研发、营销和用户体验创新,详细了解新材料、新工艺的应用与产业链协同创新模式。 ...
长城汽车股份有限公司 2025年11月产销快报
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-01 23:13
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:601633 证券简称:长城汽车 公告编号:2025-125 转债代码:113049 转债简称:长汽转债 长城汽车股份有限公司 2025年11月产销快报 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。 本公告乃由长城汽车股份有限公司(「本公司」)自愿刊发。 本公司董事会谨此宣布,本公司于2025年11月产销量详细如下(单位:台): ■ 特此公告。 长城汽车股份有限公司董事会 2025年12月1日 证券代码:601633 证券简称:长城汽车 公告编号:2025-126 转债代码:113049 转债简称:长汽转债 长城汽车股份有限公司 11月海外销售57,309台,1-11月累计销售448,648台。 11月新能源车销售40,113台,1-11月累计销售364,731台。 务请注意,上述产销量数字未经审核,亦未经本公司审计师确认,或会予以调整并有待最终确认。本公 司刊发财务业绩后,股东及潜在投资者务必详阅。 关于可转换公司债券转股及2023年股票期权激励计划自主行权结果暨 ...