Core Points - Guangzhou Automobile Group Co., Ltd. reported a significant decline in both production and sales for July 2025, with production down 18.06% year-on-year and sales down 15.38% year-on-year [1] - Cumulative production for the year reached 930,155 vehicles, reflecting an 8.48% decrease compared to the previous year, while cumulative sales totaled 874,782 vehicles, marking a 12.89% decline [1] Production and Sales Data - July 2025 production was recorded at 128,490 vehicles [1] - July 2025 sales amounted to 119,482 vehicles [1] - The data includes contributions from major investment enterprises, such as GAC Aion New Energy Commercial Vehicle Co., Ltd. and Hozon Auto Technology Co., Ltd. [1]

Group 1 - GAC Group reported a decline in July 2025 automobile sales, totaling 119,500 units, a year-on-year decrease of 15.38% [1] - Cumulative sales for the current year reached 874,800 units, reflecting a year-on-year decline of 12.89% [1] - The automobile production in July 2025 was 128,500 units, down 18.06% compared to the previous year [1] Group 2 - Cumulative production for the current year was 930,200 units, showing a year-on-year decrease of 8.48% [1]

Core Insights - GAC Aion's new model i60 will have both pure electric and range-extended versions [1] - The dimensions of the vehicle are 4685x1854/1876x1660mm, with a wheelbase of 2775mm [1] - The range-extended version is equipped with a 74kW range extender from Guangzhou Qisheng Power [1] - The pure electric version features either a 165kW or 150kW motor from Ruipai Power [1] - Optional features for the vehicle include lidar, sunroof, semi-hidden door handles, and a black floating roof [1]

Group 1 - The 2025 World Robot Conference opened in Beijing on August 8, showcasing advancements in robotics technology [1] - GAC presented its second-generation embodied intelligent wheeled robot GoMove, along with the GoSide service robot and the third-generation humanoid robot GoMate [1] - The event featured participation from 50 humanoid robot manufacturers, highlighting the competitive landscape in the robotics industry [1]

Group 1 - In July, GAC Group's terminal sales reached 147,000 vehicles, with cumulative sales exceeding 1 million from January to July, and a 45% year-on-year increase in export sales of self-owned brands [1] - GAC Trumpchi's wholesale sales in July were 24,079 vehicles, with new energy vehicle sales of 5,361 units (up 15.6%) and SUV sales of 13,133 units (up 41.3%); GAC Aion's terminal sales for July were 26,557 vehicles [1] - GAC Toyota's terminal sales in July were 66,018 vehicles (up 11.7%), while GAC Honda is accelerating its smart electric transformation with July sales of 23,715 vehicles [1] Group 2 - GAC Group is embracing AI transformation, having released the "GAC Starling AI Panorama" in April to establish a new travel landscape [2] - The company has made significant progress in its flying car segment, with the GOVY AirJet successfully completing its first flight and the GOVY AirCab entering the certification phase, aiming for mass production by 2026 [2] - GAC plans to establish the world's first humanoid robot demonstration area in Guangzhou by 2025, with a target of exceeding 1 billion yuan in robot output value by 2030 [2]

Core Insights - GAC Group reported a total vehicle sales of 147,000 units in July, with cumulative sales exceeding 1 million units from January to July, and a 45% year-on-year increase in exports of its self-owned brands [1][2] Sales Performance - GAC Trumpchi's wholesale sales in July reached 24,079 units, with new energy vehicle sales at 5,361 units, up 15.6% year-on-year; SUV sales increased by 41.3% to 13,133 units; the Trumpchi MPV family celebrated the production of its 800,000th vehicle, with the M8 series surpassing 450,000 units in cumulative sales [1] - GAC Aion's terminal sales in July amounted to 26,557 units [1] - GAC Toyota's terminal sales in July were 66,018 units, reflecting an 11.7% year-on-year growth, with the Platinum 3X achieving a record monthly sales of 6,834 units and the Camry's sales rising by 34.4% to 17,718 units [1] - GAC Honda's terminal sales reached 23,715 units in July [1] International Expansion - From January to July, GAC Group's self-owned brand exports saw a 45% year-on-year increase [2] - On July 15, GAC entered the UK market through a strategic partnership with Ample, planning to launch two global strategic models, AION V and AION UT, in the first quarter of 2026 [2] - GAC participated in several international events to enhance its global brand recognition, showcasing models like GS4, AION V, AION UT, and AION Y [2] Technological Innovation - In April, GAC launched the "GAC Starlink AI Panorama," focusing on a new travel paradigm, including the development of flying cars [2] - The GOVY AirCab, a flying car with a range of 20-30 km, was delivered in Hong Kong on July 24, with plans for certification and mass production by the second half of 2026 [3] - GAC is exploring applications for flying cars in tourism, emergency rescue, and logistics, with plans for demonstration operations in the Guangdong-Hong Kong-Macao Greater Bay Area by 2027 [3] - GAC unveiled three embodied intelligent robot products at the 2025 World Robot Conference, with plans to establish a demonstration zone in Guangzhou by 2025 and aim for a robot output value exceeding 1 billion yuan by 2030 [3]

Summary of GAC Group's July 2025 Production and Sales Report Core Viewpoint GAC Group reported a significant decline in both production and sales of vehicles in July 2025, with a notable drop in the performance of its subsidiaries, particularly in the electric vehicle segment. The company anticipates a substantial net loss for the first half of the year compared to the previous year. Group 1: Production and Sales Data - In July, GAC Group's total vehicle production was 128,490 units, a year-on-year decrease of 18.06% [1] - Cumulative production for the year reached 930,155 units, down 8.48% compared to the same period last year [1] - Total vehicle sales in July were 119,482 units, reflecting a year-on-year decline of 15.38% [1] - Year-to-date sales totaled 874,782 units, a decrease of 12.89% from the previous year [1] Group 2: New Energy Vehicle Performance - In July, the production of new energy vehicles was 31,485 units, down 9.76% year-on-year [1] - Sales of new energy vehicles in July were 33,411 units, a slight decrease of 1.38% compared to the same month last year [1] - Cumulative production of new energy vehicles for the year was 218,617 units, nearly unchanged with a decrease of only 0.08% [1] Group 3: Subsidiary Performance - GAC Honda's July sales plummeted to 16,033 units, a staggering decline of 51.81% year-on-year [3] - GAC Aion's July sales were 21,124 units, down 25.32% compared to the same month last year [3] - GAC Toyota's July sales increased by 8.23% to 58,011 units, while GAC Trumpchi's sales fell by 6.66% to 24,079 units [3] Group 4: Financial Outlook - GAC Group expects a net loss attributable to shareholders for the first half of 2025 to be between 1.82 billion and 2.6 billion yuan, contrasting with a net profit of over 1.5 billion yuan in the same period last year [1]

Core Viewpoint - GAC Group reported a decline in both production and sales figures for July 2025 compared to the same period last year, indicating potential challenges in the automotive market [1] Production Summary - The automotive production for July 2025 was 128,500 units, representing an 18.06% decrease year-on-year [1] - Cumulative production for the year reached 930,200 units, down 8.48% compared to the previous year [1] Sales Summary - The automotive sales for July 2025 totaled 119,500 units, reflecting a 15.38% decline year-on-year [1] - Cumulative sales for the year amounted to 874,800 units, which is a 12.89% decrease compared to the same period last year [1]

格隆汇8月8日丨广汽集团(02238.HK)宣布，公司2025年7月汽车产量为128,490辆，与去年同期比较下降 18.06%，本年累计产量为930,155辆，与去年同期比较下降8.48%；2025年7月汽车销量为119,482辆，与 去年同期比较下降15.38%，本年累计销量为874,782辆，与去年同期比较下降12.89%。 ...

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分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 | | | | 產 | 量（輛） | | | | | 銷 | 量（輛） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 單 位 | | | 月度同比 | | | 累計同比 | | | 月度同比 | | | 累計同比 | | | 本月數 | 去年同期 | 增減 | 本年累計 | 去年累計 | 增減 | 本月數 | 去年同期 | 增減 | 本年累計 | 去年累計 | 增減 | | | | | （%） | | | （%） | | | （%） | | | （%） | | 廣汽傳祺汽車 有限公司 | 23,414 | 32,949 | -28.94% | 176,537 | 226,552 | -22.08% | 24,079 | 25,797 | -6.66% | 170,366 | 2 ...