北京商报讯（记者 刘晓梦）11月16日，广汽集团新一届职业经理人选聘结果正式公布，经严格的市场 化遴选与组织考察，广汽集团正式聘任閤先庆为总经理、王丹为总会计师，高锐、江秀云、郑衡、黄永 强、陈家才为副总经理。 ...

Investment Rating - The report maintains a positive investment recommendation for the automotive sector, anticipating a recovery in the market next year [1]. Core Insights - The automotive market is currently experiencing a downturn, with Q4 expectations falling short due to the impact of trade-in quotas. However, there is optimism for an upward revision in Q1 2026, suggesting that the sector may hit bottom sooner than expected. Despite the current sluggish trading environment, selective investment opportunities for next year are encouraged [1]. Data Tracking - In early November, the discount rate for vehicles increased to 10.0%, up by 0.4 percentage points month-on-month and 1.5 percentage points year-on-year. The average discount amount rose by 23,103 yuan, with significant fluctuations noted among major brands [3]. - In October, new energy vehicle deliveries saw significant growth, with BYD delivering 442,000 units (down 12.1% year-on-year but up 11.5% month-on-month), while other brands like Leap Motor and Xpeng reported substantial year-on-year increases [3][21]. - Traditional automakers also showed strong sales, with Geely's sales increasing by 35.0% year-on-year to 307,000 units in October [3][24]. Recommendations - For complete vehicles, the report recommends investing in Geely and BYD, highlighting Geely's upcoming product cycle and potential for significant profit increases in the next 6-9 months. The report also suggests considering Jianghuai Automobile due to its strong product cycle and recent stock price corrections [5]. - In the automotive parts sector, the report identifies AI and intelligent driving as key areas for growth, recommending companies like Horizon Robotics and Sensetime Technology. It also highlights opportunities in liquid cooling and robotics, suggesting investments in companies like Minth Group and Top Group [5]. - The heavy truck segment is noted for its strong performance in recent months, with recommendations for companies like China National Heavy Duty Truck Group and Weichai Power [5]. Industry News - In October, new energy vehicles accounted for over 50% of total new car sales for the first time, with production and sales figures for the year showing over 10% growth [8][31]. - The report mentions the launch of new models, including the IM LS9, which features advanced technology and significant performance metrics [31]. - The Ministry of Industry and Information Technology has set new requirements for new energy vehicle credit ratios for 2026 and 2027, indicating a regulatory push towards electric vehicles [31].

董事会同时宣布，经董事会会议审议通过，本公司副总经理閤先庆先生(閤先生)获选举为新任总经理， 自本公告日期起生效。 广汽集团（601238）(02238)发布公告，本公司于2025年11月16日召开本公司第七届董事会(董事会)第十 三次会议，审议通过了《关于聘任公司总经理的议案》，据此冯兴亚先生(冯先生)因工作分工不再兼任 本公司总经理职务。冯先生仍继续担任本公司董事长及董事会战略委员会主任委员职务。 ...

Core Viewpoint - GAC Group announced the appointment of a new general manager, with the current general manager stepping down due to work reallocation, while retaining his position as chairman [1] Group 1: Management Changes - GAC Group's board of directors will hold its 13th meeting of the seventh session on November 16, 2025, to discuss the appointment of a new general manager [1] - Mr. Feng Xingya will no longer serve as the general manager but will continue as chairman and head of the board's strategic committee [1] - Mr. He Xianqing has been elected as the new general manager, effective from the date of the announcement [1]

据广汽集团官微消息，11月16日，广汽集团新一届职业经理人选聘结果正式公布。经严格的市场化遴选 与组织考察，广汽集团正式聘任閤先庆为总经理、王丹为总会计师，高锐、江秀云、郑衡、黄永强、陈 家才为副总经理。 ...

格隆汇11月16日丨广汽集团(02238.HK)发布公告，集团于2025年11月16日召开董事会第十三次会议，审 议通过了《关于聘任公司总经理的议案》，据此冯兴亚因工作分工不再兼任公司总经理职务，其仍继续 担任董事长及董事会战略委员会主任委员职务。经董事会会议审议通过，公司副总经理合先庆获选举为 新任总经理，自本公告日期起生效。 ...

每经记者｜孙磊 每经编辑｜余婷婷 11月16日，广汽集团发布公告称，公司董事会于11月16日以通讯方式召开，共有10名董事参与表决，会议审议通过了《关于聘任公司总经理的议案》。 具体而言，冯兴亚不再兼任公司总经理，仍担任公司董事长及董事会战略委员会主任委员。董事会同意聘任閤先庆为公司总经理，任期与本届董事会一致。 此外，会议还审议通过了《关于聘任公司总会计师及副总经理的议案》，同意聘任王丹为总会计师（财务负责人），同意聘任高锐、江秀云、郑衡、黄永 强、陈家才为副总经理，任期与本届董事会一致。 閤先庆 图片来源：企业供图 对于上述的调整，一位接近广汽集团的人士告诉《每日经济新闻》记者："新一届职业经理人团队职责全面覆盖产品管理、研发技术、制造供应、品牌营 销、国际化、战略发展及人力资源等核心业务链。""本轮职业经理人团队中还引入了外部人才，陈家才正式加盟广汽集团，将负责广汽海外业务。"该人士 还透露，"此次职业经理人团队的重组，是番禺行动人才机制改革的一项成果。" ...

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份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GUANGZHOU AUTOMOBILE GROUP CO., LTD. 2238 總經理變更 總經理變更 廣州汽車集團股份有限公司（「本公司」，連同其附屬公司統稱「本集團」）於二零二五年十 一月十六日召開本公司第七屆董事會（「董事會」）第十三次會議，審議通過了《關於聘任公 司總經理的議案》，據此馮興亞先生（「馮先生」）因工作分工不再兼任本公司總經理職務。 馮先生仍繼續擔任本公司董事長及董事會戰略委員會主任委員職務。 馮先生確認其與董事會概無出現任何意見分歧，亦無任何其他有關其不再兼任總經理職 務的事宜需要本公司股東垂注。 董事會同時宣佈，經董事會會議審議通過，本公司副總經理閤先慶先生（「閤先生」）獲選 舉為新任總經理，自本公告日期起生效。 閤先生的簡歷如下： 閤先慶，51歲，大學本科，現任本公司總經理、執行委員會委員，兼任廣汽豐田汽車有 限公司董事長、廣汽傳祺汽車有限公司董事長、廣汽埃安新能源汽車股份 ...

承董事會命 廣州汽車集團股份有限公司 馮興亞 董事長 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。 GUANGZHOU AUTOMOBILE GROUP CO., LTD. 廣州汽車集團股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (股份編號: 2238) 海外監管公告 本公告乃廣州汽車集團股份有限公司（「本公司」）按香港聯合交易所有限公司證 券上市規則第 13.10B 條發出。 隨附之文件乃本公司於二零二五年十一月十六日在中華人民共和國上海證券交 易所網頁登載之《廣州汽車集團股份有限公司第七屆董事會第 13 次會議決議公 告》，僅供參閱。 中國廣州，二零二五年十一月十六日 於本公告日期，本公司的執行董事為馮興亞，本公司的非執行董事為陳小沐、鄧蕾、 周開荃、王亦偉及洪素麗，以及本公司的獨立非執行董事為趙福全、肖勝方、王克 勤及宋鐵波。 H 股代码：02238 H 股简称：广汽集团 A 股代码：601238 A 股简称：广汽集团 公告 ...

Group 1 - RuiPu LanJun completed H-share placement, raising approximately HKD 794 million for working capital and business development [6] - The placement involved the sale of 60 million shares at HKD 13.35 per share, representing about 6.86% of the issued H-shares before the placement [5] - The fifth generation of lithium iron phosphate batteries has begun mass production at CATL, achieving breakthroughs in energy density and cycle life [7] Group 2 - Haibo Shichuang signed a ten-year strategic cooperation agreement with CATL, committing to purchase a cumulative total of 200 GWh of electricity from 2026 to 2028 [8] - Pylon Technologies signed a contract for a 2 GWh energy storage battery project in Hefei, with a total investment of CNY 1 billion [9] - Guizhou Zhaoke Energy's lithium battery production project has been completed, with an annual capacity of 2 GWh [10] Group 3 - The first phase of the Times Chang'an capacity expansion project has been put into production in Yibin, increasing CATL's capacity from 180 GWh to 210 GWh [11] - Chuangneng New Energy has entered the automotive sector by acquiring the Weima factory, allowing it to bypass lengthy approval processes for production qualifications [12][13] - Shangtai Technology plans to invest in a 200,000-ton anode material project with an estimated total investment of approximately CNY 4.07 billion [15] Group 4 - Ganfeng Lithium's PPGS lithium salt lake project in Argentina has received a key environmental impact assessment report, marking significant progress [16] - A new silicon-carbon anode material project has been signed in Inner Mongolia, with a planned investment of CNY 5 billion [17] - GCL signed a contract for a 150,000-ton lithium battery cathode material project in Sichuan, expected to be operational by the end of 2025 [18] Group 5 - Haike New Source signed a strategic cooperation agreement with Kunlun New Materials for the supply of 596,200 tons of electrolyte solvents from 2026 to 2028 [20] - CATL invested in a silicon-carbon anode material company, increasing its stake in the industry [21] - Hunan Youneng reported a 64.86% increase in phosphate cathode material sales in the first three quarters, totaling 784,900 tons [22] Group 6 - Zhongding Intelligent has re-applied for listing on the Hong Kong Stock Exchange, with revenue projections showing steady growth from CNY 1.643 billion in 2022 to CNY 1.798 billion in 2024 [24] - Shenzhen Zhongji has initiated IPO counseling for listing on the Beijing Stock Exchange, focusing on lithium battery production automation [25] - Haimeixing has supplied various lithium battery process equipment to Zhongxin Innovation, strengthening their long-term partnership [26] Group 7 - A 400,000-ton battery recycling project has been approved in Anhui, aimed at reusing waste batteries [28] - A new recovery technology developed in South Korea can recover over 95% of nickel and cobalt from used batteries, significantly improving efficiency and environmental impact [29] - Yiwei Lithium Energy's chairman discussed the core challenges in battery technology, emphasizing lifecycle value and performance in extreme cold [30] Group 8 - GAC and CATL signed a comprehensive strategic cooperation agreement to enhance collaboration in the new energy sector [32] - Li Bin has stepped down as chairman of NIO Battery Technology, a move coinciding with the company's push for profitability [33] - XPeng Motors' market capitalization surpassed Geely's, driven by strong performance in AI and robotics product launches [34]