关于广州汽车集团股份有限公司 2024 年度营业收入扣除情况的 专项说明 | 索引 | 页码 | | --- | --- | | 专项说明 | 1-2 | | 2024 年度营业收入扣除情况表 | | the state of 关于广州汽车集团股份有限公司 2024 年度营业收入扣除情况的专项说明 XYZH/2025GZAA5B0320 广州汽车集团股份有限公司 广州汽车集团股份有限公司全体股东: t and state 联系电话: 信永中和会计师事务所 | 北京市东城区朝阳门北大街 8 号富华大厦 A 座 9 层 hineWi 9/F. Block A. Fu Hua Mansio No 8 Chaovangmen Beidaiie Dongcheng District. Bellin 100027 P R China 我们按照中国注册会计师审计准则审计了广州汽车集团股份有限公司(以下简称广 汽集团)2024年度财务报表,包括2024年12月31日的合并及母公司资产负债表、2024年 度的合并及母公司利润表、合并及母公司现金流量表、合并及母公司股东权益变动表, 以及相关财务报表附注(以下简称财务报表),并于 ...

Group 1 - GAC Group has partnered with Alibaba Cloud to accelerate its overseas expansion [1] - The company faces three main challenges in its internationalization: infrastructure, ecological services, and intelligent product capabilities [1] - To quickly expand into overseas markets, GAC Group has chosen Alibaba Cloud as its partner [1] Group 2 - GAC Group is implementing a "regional center + national station" hybrid architecture to address overseas regulatory requirements [1] - The overseas vehicle networking system of GAC Group has been deployed on the Alibaba Cloud platform [1]

Core Viewpoint - GAC Group has initiated airworthiness certification for its multi-rotor flying car, GOVY AirCar, which aims to address urban traffic congestion for short-distance travel within 20 km [1] Group 1: Product Development - GAC Group has incubated the flying car brand GOVY, launching two models: GOVY AirCar and GOVY AirJet [1] - GOVY AirCar is designed for short-distance travel needs within 20 km, while GOVY AirJet targets medium-distance travel up to 200 km, enhancing intercity transportation efficiency [1] Group 2: Market Demand - The introduction of GOVY AirCar addresses the demand for short-distance travel solutions, particularly in urban areas facing traffic congestion [1] - GOVY AirJet aims to improve rapid mobility between urban centers and transportation hubs, catering to the growing need for efficient intercity travel [1]

转自：中国质量报 海外市场方面，广汽集团以ONE GAC品牌全面引领，持续塑造品牌国际化形象。未来3年，广汽集团将 累计进入超100个国家和地区，建成超1000个网点；构建"燃油+多能源+纯电"出海产品矩阵，推出9款 全新海外车型，并采取因地制宜的策略，聚焦资源打造符合重点市场需求的明星产品。针对战略性和政 策性区域市场，广汽集团将开展现地化生产，全面从贸易型思维向经营型思维转变，坚持产品为王，实 现量利双赢。 本报讯 （记者岳 倩）近日从广汽集团获悉，为适应技术及市场的快速变化，广汽集团正全面深化自主 品牌一体化改革。在"番禺行动"实施的关键阶段，广汽集团聚焦重构自主品牌大研发体系，以IPD（集 成产品开发）流程变革为核心，强化集团级研发能力，为自主品牌到2027年销量达200万辆目标筑牢根 基。 据了解，自"番禺行动"实施以来，广汽集团大研发体系改革已取得阶段性成果，今后，该集团还将全力 推动自主品牌从"单点突破"迈向"体系化成功"。 针对头部细分市场，广汽集团将通过体系化方式提升企业打造爆款的能力。如依托广汽昊铂、广汽传 祺、广汽埃安三大自主品牌协同效应，通过车型组合拳策略实现饱和式产品投放。同时，导入 ...

Core Viewpoint - GAC Group is transitioning from a traditional separation of research, production, and sales to a more integrated operation model for its self-owned brands, aiming to enhance competitiveness against joint venture brands and increasing competition from domestic brands [1][2]. Group 1: Reform and Development Strategy - GAC Group has initiated a comprehensive reform in its self-owned brand marketing since January, focusing on integrating its research and development (R&D) capabilities [1]. - The restructuring of the R&D system includes five key components: product division, styling design institute, vehicle development research institute, platform technology research institute, and supporting functional departments, forming a "market + technology" product development model [1][2]. - The goal is to achieve a sales target of 2 million units for self-owned brands by 2027 [1]. Group 2: R&D Efficiency and Product Strategy - The new end-to-end development process, termed "insight-demand-development-delivery," will reduce the product development cycle from 26 months to 18-21 months and lower R&D costs by over 10% [2]. - In Q1 2023, GAC Group's total sales were approximately 371,200 units, a year-on-year decline of 9.42%, with new energy vehicle sales at about 66,800 units, down 6.46% [2]. - GAC Group plans to launch 16 new and modified models over the next three years, increasing the number of models from 17 to 32, covering a price range of 60,000 to 300,000 yuan [2]. Group 3: International Expansion - GAC Group is launching the ONE GAC brand and plans to enter over 100 countries and establish more than 1,000 outlets in the next three years [3]. - The company aims to create a product matrix of "fuel + multi-energy + pure electric" for overseas markets, introducing nine new models and adopting a localized strategy tailored to specific market needs [3]. - GAC has confirmed plans for localized production in Brazil and will establish a research center there, focusing on flexible fuel technology, clean energy, electrification, and smart technology [3].

报告提及，集团销量逆行业刺激政策下滑，一季度新车交付37.1万辆(同比-9.4%)，显著落后于行业11% 的增速。自主品牌中，传祺与埃安销量分别为6.9万和4.7万辆(同比-19%/-4%);合资品牌表现分化，广本 9.3万辆(同比-21%)，广丰16.2万辆(同比+4%)，主要因合资品牌电动化转型滞后于本土竞争对手。 目前，集团转型持续推进但成效待显，广汽仍依赖丰田、本田等合资品牌，但其在华新能源转型进度落 后。公司正采取双轨战略：1)大众市场依托传祺和埃安品牌推出10万元级车型;2)高端市场通过"华望"合 作(华为主导产品定义)打造30万元级豪华品牌。该行称，尽管市场反馈积极，但战略落地仍需时间。 工银国际发布研报称，到广汽集团（601238）(02238)一季度业绩不及预期，合资品牌销量持续下滑带 来短期挑战。考虑转型初期的不确定性，综合考虑增长前景与短期经营压力，该行基于更保守的11倍 2026年预期市盈率，设定目标价2.2港元，予"中性"评级。该行称，尽管广汽提出通过华为合作在2025 年实现国内智能驾驶领先地位、2027年全球领先的战略愿景，但认为当前估值已充分反映市场对这一合 作的乐观预期，管理 ...

不过，广汽集团回应南都·湾财社记者称，有些细节并不准确。 官方回应： 广汽研究院并非"并入产品本部" 湾财社记者就此事与广汽集团取得联系，得到的官方回应是：相关细节并不准确。 据介绍，广汽研究院会拆分为造型设计院、整车开发研究院、平台技术研究院，但并非"并入产品本 部"，而是和产品本部共同组成"大研发体系"。造型设计院由原广汽研究院副院长张帆负责管理，整车 开发研究院由原广汽研究院副院长孙大兴负责管理，平台技术研究院由原广汽研究院副院长梁伟强负责 管理。 为何要向广汽研究院"开刀"？ 要强化集团级研发能力 有网传消息称，广汽集团将拆分广汽研究院为整车、平台、造型三院，并入广汽集团产品本部，组 成"大研发体系"。调整后，广汽研究院将并入广汽集团本部，由集团本部统一负责产品定义、财务、采 购、品牌营销工作。 "番禺行动"又一重大变革来了。这次广汽集团要对广汽研究院开刀！ 广汽集团指出，为适应技术及市场的快速变化，打造世界一流的智能汽车集成研发体系，驱动产品成 功，该集团全面深化自主品牌一体化改革，重构自主品牌大研发体系，以IPD（集成产品开发）流程变 革为核心，推动产品本部与广汽研究院重组，以强化集团级研发能力。 ...

广汽集团（601238）公告，2025年4月汽车产量为10.86万辆，同比下降25.74%，本年累计产量为51.98 万辆，同比下降5.33%；4月汽车销量为11.64万辆，同比下降12.66%，本年累计销量为48.75万辆，同比 下降10.22%。 ...

| 项目 | 本报告期 | 上年同期 | 本报告期 期增减 | | --- | --- | --- | --- | | 营业收入 | 19, 649, 565, 831 | 21, 346, 440, 113 | | | 归属于上市公司股东的净利 | -731, 607, 981 | 1, 220, 351, 768 | | | 润 | | | | | 归属于上市公司股东的扣除 | -892, 825, 355 | 687, 380, 728 | | | 非经常性损益的净利润 | | | | | 经营活动产生的现金流量净 | -11, 209, 828, 031 | -6, 139, 262, 889 | | | 额 | | | | | 基本每股收益(元/股) | -0. 07 | 0. 12 | | | 稀释每股收益(元/股) | -0. 07 | 0. 12 | | 广汽集团在报告中透露，2024年，受汽车行业价格内卷、竞争格局剧变等因素影响，广汽集团2024年实现汽车销量200.31万辆，同比下降20.04%，其中本集 团自主品牌全年实现汽车销量78.95万辆，同比下降10.95%，同时为应对市场竞争， ...

港股汽车股走势回暖，理想汽车(02015.HK)涨超5.5%，吉利汽车(00175.HK)涨近5%，长城汽车 (02333.HK)、北京汽车(01958.HK)均涨超2.5%，小鹏汽车(09868.HK)、雅迪控股(01585.HK)、广汽集团 (02238.HK)均涨超1%。 ...