长城汽车3月1日公告，2026年2月公司销量为72,594台，同比下降6.79%；产量为64,811台，同比下降 13.42%。2026年1-2月，公司累计销量为162,906台，同比增长2.58%；累计产量为154,885台，同比下降 1.58%。2月新能源车销售12,744台，1-2月累计销售30,773台。 ...

格隆汇3月1日丨长城汽车(601633.SH)公布2026年2月产销快报，本月销量总计72,594台，同比减少 6.79%；本年累计销量162,906台，同比增长2.58%。此外，2月海外销售42,675台，1-2月累计销售82,953 台。2月新能源车销售12,744台，1-2月累计销售30,773台。 ...

智通财经APP讯，长城汽车(601633.SH)发布2月产销快报，2月实现销量72,594台，同比下降6.79%。其 中，2月新能源车销售12,744台。 ...

格隆汇3月1日丨长城汽车(601633.SH)公布2026年2月产销快报，本月销量总计72,594台，同比减少 6.79%；本年累计销量162,906台，同比增长2.58%。此外，2月海外销售42,675台，1-2月累计销售82,953 台。2月新能源车销售12,744台，1-2月累计销售30,773台。 ...

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2026年2月产销量详细如下(单位:台)： | 车型 | | | 销量 | | | | | 产量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月度同比 | | | 年度同比 | | 月度同比 | | | | 年度同比 | | | | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 增减(%) | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | | 哈弗品牌 | 43,660 | 43,301 | 0.83 | 94,173 | 91,858 2.52 | 39,930 | 42,697 | -6.48 | 91,282 | 92,696 | -1.53 | | WEY品牌 | 5,615 | 3,643 | 54.13 ...

Group 1 - The core point of the article is that Great Wall Motors reported its vehicle sales and production figures for February 2026, indicating a total of 72,594 vehicles sold and 64,811 vehicles produced during that month [1] - For the first two months of 2026, the cumulative vehicle sales reached 162,906 units, reflecting a year-on-year growth of 2.58% [1] - In February, the sales of new energy vehicles amounted to 12,744 units, with a total of 30,773 new energy vehicles sold in the first two months of the year [1]

Core Viewpoint - The company reported that in February, it sold 12,744 new energy vehicles, contributing to a total of 30,773 units sold in the first two months of the year [1] Group 1 - In February, the sales of new energy vehicles reached 12,744 units [1] - Cumulative sales for January and February amounted to 30,773 units [1]

Group 1 - The first meeting of the 2025 Employee Stock Ownership Plan (ESOP) was held on February 27, 2026, with 38 participants representing 67,750,000 shares, accounting for 94.76% of the total plan shares [2] - The meeting approved the establishment of a management committee for the 2025 ESOP to ensure smooth operation and protect the rights of shareholders, with 99.41% voting in favor [3] - The committee consists of five members, including the chairperson, and will manage the ESOP throughout its duration [4] Group 2 - The meeting also elected committee members and authorized the committee to handle various matters related to the ESOP, with 99.41% voting in favor [4][6] - The authorized responsibilities include convening meetings, supervising daily management, handling share allocation, and representing shareholders in exercising rights [5] - The ESOP is funded by an incentive fund and employee compensation, with a total amount not exceeding 80 million yuan [8] Group 3 - As of the announcement date, the ESOP has not yet begun purchasing shares from the secondary market, holding 418,643 shares, which is 0.005% of the total share capital [9] - The shares were transferred to the ESOP account at a price of 21.83 yuan per share on January 23, 2026 [8]

Investment Rating - The report maintains a recommendation for the six-seat SUV industry, highlighting both blue ocean opportunities and red ocean competition [2] Core Insights - The six-seat SUV market is expected to see the launch of five new models priced around 200,000 yuan in 2026, with top models potentially achieving monthly sales of 10,000 to 20,000 units [2][22] - The high-end six-seat SUV market is experiencing intense competition, with a significant increase in supply expected in 2026, outpacing market expansion [2][6] - The 200,000 yuan segment remains a potential blue ocean market, as current models often fail to meet consumer demands due to size and pricing issues [6][24] Summary by Sections Total Market Overview - The six-seat SUV market is projected to grow, with an estimated total of 150,000 units sold in 2025, reflecting a year-on-year increase of 21,000 units [13] - The market is expected to continue expanding with the introduction of new models, particularly in the 200,000 yuan segment [6][10] Blue Ocean Opportunities - The 200,000 yuan segment for six-seat SUVs is identified as a significant market opportunity, with current models not meeting consumer expectations in terms of size and pricing [6][22] - The report notes that the proportion of six-seat SUVs priced below 250,000 yuan is only 4.9%, compared to 28% for those above this price point, indicating room for growth [24] Red Ocean Competition - The high-end six-seat SUV market is set to intensify with 22 new models expected to launch in 2026, leading to fierce competition [2][6] - The report highlights a shift in product strategy from size combinations to price combinations, indicating evolving consumer preferences [2][10] Investment Recommendations - The report suggests focusing on companies like Leap Motor and Great Wall Motors, with specific models expected to drive significant sales growth [7][10] - Geely is also recommended due to its ongoing product cycle contributing to sales and profit increases [7][10]

根据《长城汽车股份有限公司长期激励基金管理办法》（以下简称"《长期激励基金 管理办法》"）规定，2025年12月29日，公司召开第八届董事会第四十五次会议审议通过 了《关于计提2025年度长期激励基金的议案》，同意公司计提2025年度长期激励基金， 其中部分长期激励基金将根据《长城汽车股份有限公司2025年员工持股计划》用于购买 回购专用证券账户中的公司A股股票及二级市场的公司A股股票。详见公司于2025年12月 29日在指定信息披露媒体发布的相关公告。 | 证券代码：601633 | 证券简称：长城汽车 | 公告编号：2026-015 | | --- | --- | --- | | 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 2025 年员工持股计划实施进展的公告 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。 长城汽车股份有限公司（以下简称"公司"）分别于2025年12月3日、2025年12月23 日召开第八届董事会第四十四次会议和2025年第五次临时股东会，审议通过了《关于< 长城 ...