广汽集团（601238）(02238)涨超5%，截至发稿，涨5.28%，报3.59港元，成交额2.11亿港元。 国泰海通认为，随着硫化物/氧化物验证深化、干法电极、固态电解质成膜等核心工序进入工程化验 证，固态产线对设备的新增需求率先显现，当前车企与电池厂已形成"技术共研+场景验证"模式，规模 化示范线规划加速落地，设备端有望受益于中试线向GWh级产线过渡所带来的订单与工艺迭代需求。 消息面上，近日，广汽集团董事长冯兴亚在2025广州车展上宣布，广汽集团于广州番禺建设的全固态电 池中试产线已正式建成并投产。该产线成功打通全固态电池的制造全流程，在行业内率先具备60Ah以 上车规级全固态电池规模量产条件。广汽集团平台技术研究院新能源动力研发负责人表示，该固态电池 计划2026年可以进行小批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产。 据了解，广汽自主研发的固态电解质材料离子电导率突破10mS/cm，达到行业头部水平，同时成功开发 出大宽幅、高韧性硫化物全固态电解质膜，确保全固态电池的性能可以有效发挥；在电极工艺上，干法 电极技术实现了7.7mAh/cm以上高面容量正极的连续化制备，为高比能 ...

Core Insights - GAC Aion's 6x4 pure electric tractor truck has won the "Annual New Energy Tractor" award, highlighting its strong performance and energy efficiency in the new energy commercial vehicle market [2][3] Product Strengths - The GAC Aion 6x4 pure electric tractor truck features modular integration and lightweight design, catering to the needs of the short to medium-distance transportation market [3] - It is equipped with a high-density energy battery with a density of 167Wh/kg, maintaining over 70% capacity after 4500 fast charge cycles, and meets IP68 protection standards [3] - The dual motor system delivers a maximum continuous power of 330kW and peak power of 460kW, with a maximum climbing gradient of ≥25% [3] - The vehicle's energy consumption is further reduced by a dedicated new energy axle designed for high efficiency and low internal resistance [3] Safety Features - The truck includes a high-strength steel frame and a dual-circuit braking system, enhancing safety during operation [4] - It features an ESC system that monitors driving conditions and adjusts braking force to improve stability during sharp turns [4] - Additional safety measures include lane departure warning and front collision warning systems, contributing to overall driving safety [4] Industry Positioning - GAC Aion's success is attributed to its long-term commitment to the new energy commercial vehicle sector, with a diverse product matrix covering pure electric and hydrogen-powered vehicles [5] - The company leverages GAC Group's technological advancements in battery development, intelligent networking, and big data to offer customized solutions [6] - GAC Aion aims to provide comprehensive value services throughout the vehicle lifecycle, enhancing user experience through digital transformation [6] - The company is focused on promoting green transformation in various logistics scenarios, including port logistics and urban distribution, contributing to a sustainable future for the new energy commercial vehicle industry [6]

Core Viewpoint - GAC Group showcased its "Panyu Action" reform achievements at the 23rd Guangzhou International Auto Show, emphasizing the creation of value for users through four engines: new technology, new products, new services, and new ecosystems [1] Group 1: New Technology - GAC Group demonstrated several technological breakthroughs in the new energy sector, including the "Xingyuan Range Extender" technology and the Quark electric drive motor achieving over 99% efficiency, the highest in the industry [2] - The company reported that its battery technology has powered over 1.3 million vehicles without self-ignition, achieving over 50 billion kilometers of safe travel [2] - GAC Group has commenced production on its pilot line for solid-state batteries [2] Group 2: New Product Development - Utilizing the Integrated Product Development (IPD) process, GAC Group has established a user-driven product development approach, integrating vehicle and platform technologies [2] - The company plans to launch nine updated and new models by 2026, aligning with diverse user needs [2] Group 3: New Services - GAC Group is expanding its channel transformation by planning to add 600 brand experience stores, aiming to cover over 90% of county-level markets nationwide [2] - The company has completed 45 over-the-air (OTA) updates this year, enhancing over 300 features and experiences across nearly 150,000 vehicles [2] Group 4: New Ecosystem - GAC Group is committed to an open cooperation philosophy, working with industry partners to create a comprehensive "26 Energy Action" ecosystem service system [2] - A strategic cooperation agreement has been signed with CATL to collaborate on battery swapping and other areas over the next decade [2] Group 5: Product Showcase - GAC Group's brands presented multiple new intelligent technology models and mobility solutions, enhancing user travel options [3] - The company unveiled the interior of the Haobo A800 and showcased various models from its brands, including the Aion UT super and Aion i60 [3] - Honda and Toyota also presented their latest models and innovations at the auto show, highlighting the competitive landscape [3][4]

Core Viewpoint - Rokid and GAC Group have launched a new in-car application based on Rokid smart glasses, redefining the smart driving experience and advancing human-vehicle interaction [1] Group 1: Collaboration and Innovation - The partnership between Rokid and GAC focuses on core driving functions rather than entertainment, introducing new applications such as remote vehicle control, smart display, and all-scenario navigation [1]

在2025广州车展上，广汽集团展示了"番禺行动"一周年的改革成果，同时还发布了"四大引擎"战略，宣 布将通过新技术、新产品、新服务、新生态深化"番禺行动"改革成果。 新车开发周期缩短 就广汽集团的改革，閤先庆告诉《每日经济新闻》记者，"从去年'番禺行动'以来，我们的整个体系做 了很大变革，全面导入了华为的IPD（集成产品开发）。现在很多企业都在学IPD，它实现了将用户需 求深度融入产品的市场洞察、定义到研发、交付端到端全流程，这是一个很大的变革"。 "本轮变革的核心目标，就是要提升广汽产品在市场上的竞争力，实现商业成功。市场和技术双轮驱 动，正是这一轮改革最重要的部分。"在第二十三届广州国际汽车展览会（以下简称2025广州车展） 上，广汽集团总经理閤先庆在接受《每日经济新闻》记者采访时表示，"'新广汽'的发展核心，是要实 现以'市场+技术'双轮驱动向科技型企业转型"。 对广汽旗下传祺、埃安、昊铂、启境四大自主品牌的协同发展问题，閤先庆给出了清晰定位：传祺面向 稳健进取的主流客户群体；埃安针对年轻家庭的纯电动车市场；昊铂定位中高端，主打科技与豪华；启 境则是与华为深度合作的高端智能新能源汽车品牌。 谈"界"和" ...

Core Insights - The 2025 Guangzhou International Auto Show, known as a barometer for the automotive industry, commenced on November 21, 2023, with a theme of "New Technology, New Life" [1] - The exhibition covers an area of 220,000 square meters, featuring 1,085 vehicles, including 93 global debuts and 629 new energy vehicles, accounting for nearly 58% of the total [1] - The trends of "differentiated competition" and "ecological integration" are prominent, with domestic brands showcasing their strength through dedicated exhibition spaces [1][3] Domestic Brands - BYD showcased its flagship models, including the Han L and Tang L, with prices starting at 194,800 yuan after subsidies, and the global debut of the Yangwang U9 Xtreme [3] - GAC Group highlighted its achievements over the past year, unveiling the A800, a flagship sedan developed in collaboration with Huawei, featuring advanced driving and cockpit systems [3][4] - Chery presented 34 models, focusing on new energy vehicles, with the Wind Cloud T9L set to launch in Q2 2026 [4] Joint Ventures and Foreign Brands - Joint ventures are intensifying their focus on local market demands, with brands like Mercedes-Benz and Volkswagen introducing new plug-in hybrid models [5][6] - Mercedes-Benz showcased 29 models, including the AMG GT XX concept and new electric vehicles, while Volkswagen plans to launch 21 new energy models by 2027 [6] - GAC Toyota aims to return to a production and sales scale of one million vehicles by 2028, with a target of over 800,000 units in 2026 [6] Industry Trends - The collaboration between automotive companies and technology firms is becoming a trend, with Huawei independently exhibiting its smart automotive solutions [2][8] - The automotive industry is shifting towards a model where vehicles are seen as intelligent mobile spaces, emphasizing the integration of chips, software, and ecosystems [9] - The next three years are expected to see diverse development trends in the domestic car market, with a focus on large family SUVs and personalized vehicles [9]

近期，广汽集团（601238.SH）股价强势涨停，成为A股汽车板块的热门焦点。此次股价表现主要得益于公司在电池技术上的重大突破——全固态电池中试 产线正式建成投产，这一进展被市场视为关键的积极信号。同时在品牌动态方面，广汽与华为联合打造的启境汽车于上周四的华为乾崑生态大会中露出冰山 一角。 不留余地All in 释放1+1＞2势能 启境汽车是广汽与华为 "嵌入式协作" 的结晶：自今年 1 月起，华为数百人团队驻场合署办公，与广汽组建联合运营体，全程介入产品定义、研发到营销全 链条。品牌精准锚定年轻时尚用户，2026 年将同步推出 SUV 与轿车双品类，首款 "华系最美猎装轿跑" 已完成极端环境测试与设计定型，计划明年 6 月上 市交付，全栈搭载华为乾崑智能解决方案。 | SH601238 广汽集团 | | | | | | A股 | 港股 | | --- | --- | --- | --- | --- | --- | --- | --- | | 8.36元 +0.76 +10.00% 已收盘 11-24 15:00:00 北京时间 | | | | | | | | | 今开 | 8.36 | | 最高 | 8.3 ...

11月21日，广汽集团董事长冯兴亚在2025广州车展上透露，广汽全固态电池中试产线已建成试产，率先具备60Ah以上车规级批量制造条件，向小批量装车搭载的目标迈出了关键一步。这意味着 中试产线，堪称技术从理论走向实践的试金石。它是验证工艺稳定性、良率控制和成本模型的最后一道关卡，直接决定着技术能否摆脱PPT上的美好设想，真正落地生根。相较于学术界常见的1 在新能源汽车渗透率突破50%的今天，安全焦虑仍是消费者最大的顾虑之一。与传统锂电池相比，全固态电池最突出的优点是安全性。它能够有效抑制锂枝晶的生长，避免了因锂枝晶刺穿隔膜而 当前，行业呈现出"半固态先行、全固态攻坚"的发展格局。 同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨人 更多深度行业分析尽在【前瞻经济学人APP】，还可以与500+经济学家/资深行业研究员交流互动。更多企业数据、企业资讯、企业发展情况尽在【企查猫APP】，性价比最高功能最全的企业查 2022年以来，固态电池产业化明显提速。卫蓝新能源、赣锋锂电等中国企业已实现半固态电 ...

（图片来源：摄图网） 11月21日，广汽集团董事长冯兴亚在2025广州车展上透露，广汽全固态电池中试产线已建成试产，率先具备 60Ah以上车规级批量制造条件，向小批量装车搭载的目标迈出了关键一步。这意味着，在固态电池从实验 室走向市场的漫长征途上，中国企业正跨过最关键的关卡——中试产线。 2022年以来，固态电池产业化明显提速。卫蓝新能源、赣锋锂电等中国企业已实现半固态电池量产装车，标 志着半固态电池在2023年实现了经济学意义上的产业化。 全固态电池是公认具有颠覆性优势的下一代电池技术，被业界视作解决电动汽车里程焦虑和安全焦虑的"终 极方案"。近4年国内规划产能超 450GWh，但全固态电池仍面临固 - 固界面阻抗、锂金属负极稳定性等技术 瓶颈，阻碍着其大规模量产。 国轩高科首席科学家朱星宝更是泼出冷水：根据国轩的研发进度，硫化物与卤化物互配的技术路线，在2030 年前看不到商用希望。他指出，该路线遭遇良品率低、生产效率低、成本高等难以逾越的产业化障碍。这条 被部分企业寄予厚望的技术路径，在工程化面前显得步履维艰。 放眼全球，固态电池竞赛中，中国企业与来自欧、美、日、韩等国的竞争对手几乎站在同一起跑线上，均 ...

Core Viewpoint - GAC Group showcases its "Panyu Action" reform achievements and "Four Engines" strategy at the 23rd Guangzhou International Auto Show, highlighting its full brand matrix and multiple intelligent new vehicles, along with a new "Tech GAC" exhibition area that presents the future of mobility [1][3]. Group 1: Reform Achievements - GAC Group's chairman, Feng Xingya, introduced the achievements of the "Panyu Action" one-year reform, emphasizing a focus on user needs, product value, and service experience to enhance core competitiveness [3]. - The integration of product development processes has led to a 50% improvement in business efficiency, a new car development cycle reduced to 18-21 months, a market response speed increase of over six times, and a reduction in R&D costs by over 10% [3]. Group 2: Four Engines Strategy - GAC Group officially launched its four core development engines: new technology, new products, new services, and new ecosystems, aimed at creating value for users and facilitating the "Reconstructing New GAC" initiative [4]. - In the new technology sector, GAC has made significant advancements in the fields of new energy, safety, chassis, and AI, including the introduction of the "Star Source Range Extender" and the Quark electric drive with over 99% efficiency [4]. - The company plans to launch nine new or revamped models by 2026, covering various commuting and quality travel scenarios, and aims to open 600 new brand experience stores to cover over 90% of county markets [4]. Group 3: Product Showcase - At the auto show, GAC Group presented its full brand matrix, including high-quality, long-range, and high-resale-value vehicles under its self-owned brand, such as the upgraded "Transcend" model and the Aion UT super, which starts at a price of 49,900 yuan [6]. - GAC Honda showcased models like the Accord and Odyssey, while GAC Toyota introduced the new Venza, emphasizing the transition to a zero-carbon factory model [6]. Group 4: Future Directions - GAC Group will continue to focus on the "Four Engines" strategy, maintaining a user-centered approach to accelerate the "Reconstructing New GAC" process and consistently create high-quality mobility experiences [8].