同时据公开信息显示，广汽集团2025年全集团全年汽车终端销量181.35万辆。受改革启动后相关积极措 施影响，自第二季度开始已持续三个季度环比正增长，其中第四季度实现销量超53.78万辆，环比增幅 达25.56%。2025年广汽自主品牌海外销量近13万辆，同比增长47%。 1月30日，广汽集团（601238）披露《2025年度业绩预告》。公告显示，受销售投入加大、资产减值计 提增加、投资收益减少等因素影响，预计2025年度归母净利润将同比下滑。 ...

机构持仓方面，截止2025年9月30日，广汽集团十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股7222.61万股，相比上期减少4785.95万股。华泰柏瑞沪深300ETF（510300）位居第九大流 通股东，持股3775.86万股，相比上期减少195.38万股。易方达沪深300ETF（510310）位居第十大流通 股东，持股2726.19万股，相比上期减少86.48万股。 1月30日，广汽集团跌1.86%，成交额2.22亿元。两融数据显示，当日广汽集团获融资买入额2780.97万 元，融资偿还4369.63万元，融资净买入-1588.65万元。截至1月30日，广汽集团融资融券余额合计25.51 亿元。 融资方面，广汽集团当日融资买入2780.97万元。当前融资余额25.48亿元，占流通市值的4.36%，融资 余额超过近一年50%分位水平，处于较高位。 融券方面，广汽集团1月30日融券偿还2.58万股，融券卖出1.54万股，按当日收盘价计算，卖出金额 12.20万元；融券余量31.74万股，融券余额251.38万元，低于近一年50%分位水平，处于较低位。 资料显示，广州汽车集团股份有限公司位于广 ...

Hot Topics - Jia Mei Packaging's stock trading suspension review has concluded, and the stock will resume trading tomorrow [1] - Fenglong Co., Ltd.'s stock trading suspension review has concluded, and the stock will resume trading tomorrow [2] - Hongbaoli does not produce epoxy propylene products, and its subsidiary's related project has entered the preliminary preparation stage for trial production [2] - Hunan Gold's future market price for gold products has uncertainty regarding whether it can continue to rise or maintain high levels [2] - Tongding Interconnection's current operating conditions are normal, with no significant changes in the internal and external operating environment [3] - Tiandi Online's recent operating conditions and internal and external operating environment show no significant changes [4] - Dayue City reports no significant changes in its recent operating conditions and internal and external environment [5] - Huangtai Liquor Industry is not involved in hot concept matters, and its current operating conditions are normal [6] Performance - Leshan Electric Power reported a net profit of 23.4023 million yuan for 2025, an increase of 3.68% year-on-year [7] - Great Wall Motors sold 90,300 vehicles in January, a year-on-year increase of 11.59% [8] - Seres sold 45,900 vehicles in January, a year-on-year increase of 104.85% [9] - GAC Group sold 116,600 vehicles in January, a year-on-year increase of 18.47% [10] - BAIC Blue Valley's subsidiary sold 8,073 vehicles in January, a year-on-year increase of 11.83% [11] Shareholding Changes - Chipone Technology's shareholders plan to reduce their holdings by no more than 1.95% of the company's shares [30] Share Buybacks - Chuzhou Dongfeng's controlling shareholder proposed to repurchase shares worth 50 million to 100 million yuan [31] - GoerTek has increased the total amount for share repurchase from no less than 500 million yuan (inclusive) and no more than 1 billion yuan (inclusive) to no less than 1 billion yuan (inclusive) and no more than 1.5 billion yuan (inclusive) [31] Contract Awards - Jerry Holdings' wholly-owned subsidiary signed a sales contract for gas turbine generator sets worth approximately 1.265 billion yuan with a U.S. client [32] - Fulongma is expected to win four sanitation service projects in January, with a total first-year service fee of 83.5364 million yuan [34] Equity Changes - Yanzhou Coal Mining is transferring 100% equity of Xintai Coal [33] Mergers and Acquisitions - BGI Genomics plans to acquire 100% equity of Sanjian Qifa and 100% equity of BGI Xufeng to integrate two cutting-edge technology platforms in spatial omics and nanopore sequencing [34] Refinancing - Sanjia Technology (rights protection) plans to issue shares to its controlling shareholder to raise no more than 300 million yuan for working capital and repaying bank loans [35] Other - Fushikong's actual controller, chairman, and general manager Chen Yongliang has been placed under detention [36] - China Mobile's VAT tax category adjustment will change the applicable VAT rate from 6% to 9% [37] - China Telecom's VAT tax category adjustment will impact the company's revenue and profits [38] - China Unicom's VAT tax category adjustment will change the applicable VAT rate from 6% to 9% [39] - Nanwang Energy's price policy adjustment for pumped storage and new energy storage will increase uncertainty in revenue and profits from pumped storage power stations [39] - Wanbangde has completed the enrollment of 100 subjects for the clinical trials of Shishan Jianjia controlled-release tablets phases II and III [39] - Penghui Energy has submitted an application for issuing H-shares and listing on the Hong Kong Stock Exchange [40] - Haichuang Pharmaceutical has passed the GMP compliance inspection for drugs [41]

Group 1: GAC Group Performance - GAC Group reported January 2026 sales of 116,600 vehicles, an increase of 18.47% year-on-year [1][5] - The production for January was 110,800 vehicles, a decrease of 4.77% year-on-year [1][5] - New energy vehicles (NEVs) showed strong performance with a production of 23,700 units, up 42.82% year-on-year, and sales of 26,000 units, a significant increase of 162.90% [1][5] - GAC Aion's sales reached 21,600 units, a year-on-year increase of 171.63% [1][5] - GAC Honda's sales were 4,558 units, down 69.86% year-on-year, while GAC Toyota's sales increased by 9.82% to 62,600 units [1][5] - Wuyang-Honda motorcycles sold 45,200 units, up 15.00% year-on-year [1][5] Group 2: BYD Performance - BYD reported January 2026 sales of 210,100 NEVs, a decrease of 30.11% year-on-year [2][6] - The production for January was 232,400 NEVs, down 29.13% year-on-year [2][6] - Sales of pure electric passenger vehicles were 83,200 units, a decline of 33.60% year-on-year, while plug-in hybrid passenger vehicles sold 122,300 units, down 28.53% [2][6] - The commercial vehicle segment performed well with production and sales of 4,523 and 4,533 units, respectively, representing year-on-year growth of 11.60% and 10.78% [2][6] - NEV exports reached 100,500 units, and the total installed capacity of power batteries and energy storage batteries was approximately 20.187 GWh [2][6] Group 3: Li Auto Performance - Li Auto delivered 27,700 vehicles in January 2026, with a cumulative delivery of 1,567,900 vehicles as of January 31, 2026 [3][7] - The company launched OTA 8.2 system update in January, featuring 40 new functions and 25 experience optimizations [3][7] - Li Auto has 547 retail centers covering 159 cities and 547 after-sales service centers across 221 cities, with 3,966 charging stations and 21,900 charging piles in operation [3][7]

Core Viewpoint - GAC Group is facing significant challenges in its transformation, resulting in an unprecedented annual loss for the first time in nearly 20 years, with projected net losses of 8 billion to 9 billion yuan for 2025 [2][3]. Financial Performance - For 2025, GAC Group anticipates a net profit attributable to shareholders of -80 billion to -90 billion yuan, marking a shift from profit to loss year-on-year [3]. - The company expects a non-recurring net profit of -89 billion to -99 billion yuan, indicating a substantial increase in losses compared to previous years [3]. - In the first three quarters of 2025, GAC Group reported a net profit attributable to shareholders of -43.12 billion yuan and a non-recurring net profit of -47.75 billion yuan [4]. - The fourth quarter is projected to see losses close to the sum of the first three quarters, with net profit estimates ranging from -36.88 billion to -46.88 billion yuan [5]. Sales Performance - GAC Group's total vehicle sales for 2025 are estimated at approximately 1.72 million units, a decline of 14.06% year-on-year, falling short of the 2.3 million sales target [9][6]. - The company has experienced a continuous decline in sales, with 2023 and 2024 revenues reported at 129.7 billion yuan and 107.8 billion yuan, respectively, reflecting changes of -17.62% and -16.90% [6]. Strategic Initiatives - GAC Group initiated the "Panyu Action" in November 2024, focusing on operational reforms, including the establishment of a management headquarters and integrated operations for its self-owned brands [10]. - The company is entering a "wartime state" to tackle future challenges, emphasizing three key battles: user demand, product value, and service experience [11]. - Recent personnel changes include the appointment of a new general manager and a chief accountant, with a focus on enhancing efficiency and decision-making processes [12]. Future Outlook - GAC Group's transformation efforts are expected to improve operational efficiency by approximately 50%, with a reduction in new vehicle development cycles from 26 months to 18-21 months [12]. - The company is deepening its collaboration with Huawei to accelerate the smart transformation of the automotive industry [12]. - The automotive industry is undergoing rapid changes, with GAC Group's performance in 2026 being closely watched for signs of recovery and competitiveness in the global market [14].

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 广汽集团（02238）发布公告，2026年1月，汽车产量为11.08万辆，与去年同期比较下降4.77%；汽车销 量为11.66万辆，与去年同期比较增长18.47%。 广汽集团（02238）发布公告，2026年1月，汽车产量为11.08万辆，与去年同期比较下降4.77%；汽车销 量为11.66万辆，与去年同期比较增长18.47%。 责任编辑：卢昱君 ...

Group 1: Automotive Industry Overview - In January 2026, the Vehicle Inventory Alert Index for Chinese automotive dealers was reported at 59.4%, a year-on-year decrease of 2.9 percentage points and a month-on-month increase of 1.7 percentage points, indicating inventory levels above the threshold [1] - Various automotive companies reported their January delivery and sales figures, showcasing a mixed performance across the industry [2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19] Group 2: Company-Specific Performance - Xiaomi delivered over 39,000 vehicles in January 2026 [2] - Hongmeng Zhixing reported a total delivery of 57,915 vehicles in January, marking a year-on-year increase of 65.6% [3] - Aion (昊铂埃安) achieved sales of 23,591 vehicles in January, reflecting a growth of 63.9% [16] - NIO delivered 27,182 vehicles in January, up 96.1% year-on-year [7] - Li Auto reported deliveries of 27,668 vehicles in January [8] - Leap Motor achieved total deliveries of 32,059 vehicles, a year-on-year increase of 27% [9] - BYD's January sales of new energy vehicles were 210,051, a decline of 30.11% year-on-year [6] - Great Wall Motors sold 90,312 vehicles in January, an increase of 11.59% [11] - GAC Group reported sales of 116,622 vehicles in January, up 18.47% year-on-year [13] - Geely's total sales for January were 270,200 units, showing a growth of approximately 1% [13] - Chery's total sales across five brands in January decreased by 10.7% year-on-year [13] - SAIC-GM delivered approximately 51,005 vehicles in January, with a year-on-year increase of 8.2% [15] - A total of 40,016 vehicles were delivered by AITO in January, representing an 83% increase year-on-year [4] - Seres reported sales of 43,034 new energy vehicles in January, a significant increase of 140.33% [5] - GAC Trumpchi's terminal sales reached 26,937 vehicles in January, up 2.06% [14] - BAIC Blue Valley's subsidiary reported sales of 8,073 vehicles, an increase of 11.83% [19] Group 3: Leadership Changes - BMW Group announced that Christian Ach will succeed Sean Green as the President and CEO of BMW Group Greater China, effective April 1 [20]

Key Points - Major international companies are reportedly planning to lay off 30,000 employees due to funding difficulties in AI data center expansions, with Oracle considering selling parts of its business [4][5] - Wenta Technology expects a significant loss of 90 to 135 billion yuan in 2025, primarily due to issues with its core asset, Nexperia Semiconductor, which is under temporary control restrictions [8][9] - Tencent has appointed AI expert Pang Tianyu as the Chief Research Scientist for its AI division, focusing on multimodal reinforcement learning [12][13] - Cambricon has achieved its first annual profit in ten years, with a projected revenue increase of 410.87% to 496.02% in 2025 [16][17] - GAC Group anticipates a loss of 80 to 90 billion yuan in 2025, with a 14% decline in vehicle sales [20][21] - ByteDance's Hongguo short drama app has surpassed 100 million daily active users within three years of its launch [20] - Apple has announced unprecedented innovations for this year, following a record quarterly revenue of $143.76 billion [40][41] - OpenAI is reportedly preparing for an IPO in Q4 2023, aiming for a valuation of approximately $500 billion [56][57] - Waymo plans to raise about $16 billion in a new funding round, which would value the company at nearly $110 billion [44][45] - The global memory chip market is facing supply challenges, with major manufacturers tightening order approvals to prevent excessive stockpiling by clients [52][53]

A股代码：601238 A股简称：广汽集团 H股代码：02238 H股简称：广汽集团 公告编号：2026-011 广州汽车集团股份有限公司2026年1月汽车产量为110,795辆，同比下降4.77%，本年累计产量为110,795 辆，同比下降4.77%；1月汽车销量为116,622辆，同比增长18.47%，本年累计销量为116,622辆，同比增 长18.47%。各主要投资企业产销数据如下： ■ 广州汽车集团股份有限公司2026年1月份产销快报 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。 注：产销快报为未经审计数据。 广州汽车集团股份有限公司董事会 2026年2月1日 ...

【DT新材料】 获 悉 ， 2月1日， 比亚迪 以及造车新势力零跑、理想、蔚来和小鹏先后发布1月交付量。主要的原因可能是年初是传统的市场淡季， 再叠加去年底免征车辆购置税政策的截止，提前透支了一部分需求，导致今年市场大盘下滑幅度整体比较大。当然也有逆势上涨的企业。 比亚迪 ，1月份新能源汽车销量210051辆，乘用车销量205518辆，1月出口新能源汽车合计100482辆。 | | | | 产量 | | | | | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目类别 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | 新能源汽车 | 232, 358 | 327,864 | 232, 358 | 327.864 | -29. 13% | 210, 051 | 300, 538 | 210, 051 | 300, 538 | -30. 11% | | -乘用车 | 227.835 | 323,811 | 227 ...