"阿拉善越野英雄会不是某一个品牌的独角戏，而是所有越野人的舞台。"坦克品牌执行副总经理谷玉坤的这句话让笔者感触最深。相比去年的"漫山遍 野皆长城"，长城汽车在越野领域的地位已经毋庸置疑。但值得注意的是，在这个传统小众领域逐渐走入大众化视野的同时，每年因不了解越野风险，或错 误使用产品而造成的事故屡见不鲜。正因如此，长城汽车的目光已经不再是卖了多少辆车，或者在沙漠中有多少长城品牌的车，而是如何更好的服务好用 户，让他们能够将爱好和产品物尽其用。 这份开放并非口号，而是渗透在营地的每一处细节中。12万平方米的公共露营区里，充气泵、快充桩对所有品牌车主免费开放；高速沿线15个服务驿站 中，印有"长城越野联盟"标识的补给箱里，矿泉水、应急药品等常用物资整齐排列——这种跨品牌合作延续了长城与其他品牌车主的联动，以包容姿态链接 圈层资源。 10月1日，我第四次踏上阿拉善左旗的金色沙海。站在梦想沙漠公园的观景台远眺，1001辆坦克SUV组成的钢铁长龙正沿着月亮湖岸线蜿蜒前行，二代 哈弗H9的一身漆黑、坦克 500 Hi4-Z的敦煌绿与长城炮的艳红色交织成流动的色块，与远处牧马人、普拉多的身影和谐共处。这一幕与笔者八年前的记 ...

Industry Information - National Grid will explore issuing highway charging coupons during the National Day and Mid-Autumn Festival holidays to guide users to avoid long-duration trickle charging [9] - CATL plans to build 100 chocolate battery swap stations in Hainan over the next three years, significantly enhancing the coverage of battery swap networks across the island [10] - The Ministry of Industry and Information Technology will further deepen cooperation in the automotive industry, supporting collaboration in capital, technology, management, and talent [10] - The electric vehicle and battery industry has become a new hotspot for cooperation between China and Nordic countries, with trade between China and the five Nordic countries reaching $53.17 billion in 2024, an increase of 8.5% [11] - The World New Energy Vehicle Development Organization has been established to promote the green and intelligent transformation of the automotive industry [12] - China's fuel cell vehicle demonstration scale has exceeded 20,000 units, with 200 hydrogen stations built, marking the initial commercialization of fuel cell vehicles [13] - During the National Day and Mid-Autumn Festival holidays in 2025, the charging volume for new energy vehicles reached a historical high, with a 51.33% year-on-year increase in charging volume on highways [20] Policy Information - Shenzhen is soliciting opinions on a work plan to promote stable growth in the new energy vehicle industry by 2025 [23] - Chengdu has issued implementation measures for central energy-saving and emission reduction subsidy funds for charging infrastructure [27] - Hebei's Cangzhou has released a three-year action plan for public charging infrastructure construction [30] - Gansu's Lanzhou has published a plan for the construction of new energy vehicle charging infrastructure from 2023 to 2025 [31] - Hangzhou has announced the suspension of the automobile replacement subsidy policy starting from October 9, 2025 [33] - Shanxi has suspended the automobile replacement and electric bicycle trade-in subsidies starting from October 9, 2025 [35] - Hainan has also suspended the automobile replacement subsidy policy starting from October 6, 2025 [37] Company Information - NIO has achieved battery swap coverage in over 1,200 districts and counties across multiple provinces [39] - Xiaomi's charging map now covers over 1.5 million charging piles, including 120,000 supercharging piles [39] - Seres has completed the payment for the acquisition of a 10% stake in Shenzhen Yiwang Intelligent Technology Co., Ltd. from Huawei, totaling 11.5 billion yuan [40] - Xiaomi has opened 32 new stores in September, bringing the total to 402 stores across 119 cities [40] - Seres' stock price has surged over 8%, reaching a market capitalization of 280 billion yuan, driven by strong sales of its models [40] - Beijing Hyundai has named its first pure electric platform SUV "EO Yiou" [40] - XPeng Motors has signed strategic cooperation agreements with leading dealers in Morocco and Tunisia, expanding its presence in Africa [40] - Li Auto has launched a "safety net" plan for users affected by the upcoming changes in the new energy vehicle purchase tax policy [40] - Great Wall Motors plans to unveil its first supercar by the end of 2026 [40]

Core Viewpoint - Great Wall Motors is adjusting its direct sales channels by focusing exclusively on the Wei brand, as sales of the Tank 700 model have been declining, leading to its removal from direct sales outlets [2][3][4]. Group 1: Sales Channel Adjustments - The Tank 700 model has been withdrawn from most Great Wall direct sales centers, which now primarily sell Wei brand models [2][3]. - The direct sales brand "Great Wall Smart Selection" has been renamed to "Wei Brand New Energy Direct Sales" [2]. - The Tank 700 will still be available through authorized dealer channels, but its presence in direct sales is significantly reduced [3][4]. Group 2: Direct Sales Expansion - Wei brand's direct sales network has expanded to 430 stores across 110 cities, with plans to increase to over 600 stores by the end of the year, covering 200 cities [4][5]. - The direct sales model for Wei brand is similar to that of Tesla and Li Auto, emphasizing transparency and efficiency in customer interactions [5]. Group 3: Sales Performance - In September, Wei brand sales reached approximately 11,000 units, marking a year-on-year increase of 63.23%. Cumulatively, sales for the first nine months of the year reached about 63,600 units, a 96.35% increase year-on-year [5].

在中国车企的战略转型过程中，长城汽车的全球化路径尤为典型，其发展轨迹已由早期单纯的产品贸 易，逐步转向技术体系、品牌理念、用户运营与本地化服务深度融合的生态化输出。 本报（chinatimes.net.cn）记者刘凯 北京报道 据中国汽车工业协会统计，2025年1—8月，中国汽车出口总量已达429.2万辆，同比增长13.7%。而当中 国汽车产业在国内市场完成技术与产能的双重积累，一场变革正在全球汽车舞台上展开。这场变革已不 再局限于简单的产品出口，而是迈向技术输出、品牌建设与本土化生态运营的深层次跨越。它既是中国 制造业整体实力的集中体现，也是中国汽车工业从"引进来"到"走出去"再到"走上去"的必然演进。 在新的出海浪潮中，中国车企正将国内市场锤炼出的产品实力与创新模式延伸至全球，通过构建涵盖研 发、生产、营销与服务的全价值链体系，实现从"卖产品"到"树品牌"、从"拓市场"到"建生态"的战略升 维。 从"产品输出"到"生态落地"的升维之战 日前，长城汽车在澳大利亚举办"GWM TECH DAY"全球技术体验活动，突破传统新车发布形式，系统 展示了其在新能源领域的技术布局。活动中，Hi4新能源产品矩阵集中亮相， ...

Core Viewpoint - The automotive stocks have collectively declined, with significant drops observed in companies like Xpeng Motors, Li Auto, and Great Wall Motors, amidst new government policies regarding tax exemptions for new energy vehicles [1] Group 1: Stock Performance - Xpeng Motors-W (09868) fell by 4.51%, trading at HKD 86.75 [1] - Li Auto-W (02015) decreased by 2.91%, trading at HKD 91.85 [1] - Brilliance China (01114) dropped by 3.12%, trading at HKD 4.04 [1] - Great Wall Motors (02333) saw a slight decline of 0.42%, trading at HKD 16.65 [1] Group 2: Government Policy Impact - On October 9, the Ministry of Industry and Information Technology, Ministry of Finance, and State Taxation Administration jointly announced new technical standards for the exemption of vehicle purchase tax for new energy vehicles for 2026-2027 [1] - The new policy specifies updated technical requirements for pure electric passenger vehicles and plug-in hybrid passenger vehicles, particularly highlighting that plug-in hybrid vehicles must have an electric range of no less than 100 kilometers [1] Group 3: Market Outlook - According to a recent report by Shenwan Hongyuan, the fourth batch of "trade-in" funds has been allocated, indicating that automotive subsidies are nearing their end [1] - Starting next year, the exemption policy for new energy vehicles will be replaced by a 50% tax reduction, resulting in an additional tax cost of up to 15,000 yuan per vehicle for consumers purchasing models priced over 300,000 yuan, which may lead to a surge in market demand in the fourth quarter as consumers rush to purchase before the policy change [1]

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：2025-121 转债代码：113049 转债简称：长汽转债 长城汽车股份有限公司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股份变动公 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： ● 可转债转股情况：2025年9月1日至2025年9月30日期间，共有42,000元"长汽转债"已转换成公司股票， 转股数为1,072股。自2021年12月17日至2025年9月30日，累计共有4,942,000元"长汽转债"已转换为公司 股票，累计转股数为129,601股，占可转债转股前公司已发行股份总额的0.0014%。 ● 未转股可转债情况：截至2025年9月30日，尚未转股的可转债金额为3,495,057,000元，占可转债发行 总量的99.8588%。 ● 2023年股票期权激励计划首次授予期权行权结果：2023年股票期权激励计划首次授予第一个行权期可 行权股票期权数量为18,948,783股， ...

| 证券代码：601633 | 证券简称：长城汽车 | 公告编号：2025-121 | | --- | --- | --- | | 转债代码：113049 | 转债简称：长汽转债 | | 长城汽车股份有限公司 关于可转换公司债券转股及 2023 年股票期权激励计划 自主行权结果暨股份变动公告 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： 一、可转债转股情况 （一）可转债发行上市概况 经中国证券监督管理委员会《关于核准长城汽车股份有限公司公开发行可转换公司 债券的批复》（证监许可[2021]1353号）核准，长城汽车股份有限公司（以下简称"公 司"或"本公司"）于2021年6月10日公开发行3,500万张可转换公司债券，每张面值100 元，发行总额35亿元。 可转债转股情况：2025年9月1日至2025年9月30日期间，共有42,000元"长汽转 债"已转换成公司股票，转股数为1,072股。自2021年12月17日至2025年9月30 日，累计共有4,942,000元"长汽转债"已转换为公司股票，累计转股数为1 ...

此海外監管公告是根據香港聯合交易所有限公司證券上市規則第13.10B條發出。以下為長城汽 車股份有限公司於上海證券交易所網站（www.sse.com.cn）所刊發之「長城汽車股份有限公 司關於可轉換公司債券轉股及2023年股票期權激勵計劃自主行權結果暨股份變動公告」。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任 何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任 。 長 城 汽 車 股 份 有 限 公 司 GREAT WALL MOTOR COMPANY LIMITED* （於中華人民共和國註冊成立的股份有限公司） 股份代號：2333（港幣櫃檯）及82333（人民幣櫃檯） 承董事會命 長城汽車股份有限公司 公司秘書 ，2025 10 9 於本公告日期，董事會成員如下： 執行董事：魏建軍先生、趙國慶先生及李紅栓女士。 職工董事：盧彩娟女士。 非執行董事：何平先生。 獨立非執行董事：樂英女士、范輝先生及鄒兆麟先生。 * 僅供識別 海外監管公告 李紅栓 | 证券代码：601633 | 证券简称：长城汽车 | ...

另外，长城汽车9月新能源车销售45,961台；1-9月新能源车累计销售278,463台。9月海外销售50,269台；1-9月海外销售累计334,181台。 长城汽车股份有限公司（证券代码：601633，简称"长城汽车"）于10月1日发布了2025年9月产销快报。9月销量为133,639台，同比增长23.29%；本年累计销 量为923,358台，同比增长8.15%。9月产量为134,404台，同比增长25.38%；本年累计产量为919,816台，同比增长8.03%。 长城皮卡9月销量为12,901台，同比下降10.76%；本年累计销量为136,223台，同比增长3.11%。9月产量为13,995台，同比增长7.01%；本年累计产量为 137,634台，同比增长7.91%。 欧拉品牌9月销量为6,255台，同比增长14.02%；本年累计销量为29,686台，同比下降37.06%。9月产量为6,332台，同比增长40.55%；本年累计产量为29,842 台，同比下降30.12%。 坦克品牌9月销量为21,441台，同比增长14.41%；本年累计销量为165,143台，同比下降2.75%。9月产量为22,090台，同 ...

其中，9月长城新能源车型销售4.60万辆，同比增长52.55%，刷新历史纪录；20万元以上车型销售3.62 万辆，同比增长28.80%；海外销售5.03万辆，同比增长13.98%，首次突破5万辆；方盒子车型销售6.34 万辆，同比增长37.31%，领跑方盒子市场。 从品牌来看，哈弗9月销售新车8.19万辆，同比增长30.24%；魏牌新能源9月销售新车1.10万辆，同比增 长63.23%；坦克SUV 9月销售新车2.14万辆，同比增长14.41%；欧拉9月销售新车6255辆，同比增长 14.02%；长城皮卡9月销售新车12901辆，全球累计销售超282.49万辆。 国内市场不断攀升的同时，长城汽车的全球化战略也同步发力，《中国经营报》记者获悉，10月，长城 汽车在澳大利亚举办"GWM TECH DAY"全球技术体验活动，重点展示全动力×全场景布局、发布Hi4家 族新能源矩阵、建立"新能源越野分级"体系。 长城汽车方面向记者表示，澳大利亚是GWM最早开拓的海外市场之一，具有严苛法规标准与典型户外 用车文化，是全球越野新能源技术验证的天然"试金场"。此次在澳大利亚发布，不仅是技术落地，更是 生态扎根。截至2025年 ...