智通财经APP讯，广汽集团(02238)发布公告，2025年1月汽车产量为11.63万辆，与去年同期比较下 降26.13%，本年累计产量为11.63万辆，与去年同期比较下降26.13%;2025年1月汽车销量为9.84万辆，与 去年同期比较下降25.41%，本年累计销量为9.84万辆，与去年同期比较下降25.41%。 ...

Group 1 - Shareholder of Xidiwei plans to reduce holdings by up to 3% of total shares, amounting to 12.37 million shares [2] - Minsheng Bank successfully issued 6 billion yuan of 3-year floating rate financial bonds to optimize its liability structure [3] - Baisheng Intelligent intends to acquire 51% stake in Zhongke Shengu for 100 million yuan, with a preliminary valuation of up to 200 million yuan [4] Group 2 - Junshi Biosciences received acceptance for the new drug application of Rocaqi monoclonal antibody injection for treating moderate to severe plaque psoriasis [5] - Ganneng Co. announced the successful commissioning of its clean coal power project, achieving national performance standards [6] - Yuekang Pharmaceutical plans to issue H-shares and list on the Hong Kong Stock Exchange [7][8] Group 3 - Qingtang City received notice of expropriation for Huaneng Mall, which will be shut down pending approval processes [9] - Meilixin's controlling shareholder plans to increase holdings by 50 million to 100 million yuan, with a maximum price of 52 yuan per share [10] - Zhenghong Technology reported a 20.43% year-on-year decline in November pig sales revenue [11][12] Group 4 - GAC Group reported a 9.72% year-on-year decline in November automobile sales, totaling 179,700 units [16] - Oupokangshi received approval for clinical trials of a new eye drop for treating presbyopia [17] - Kang En Bei announced the resignation of its chairman and legal representative due to work adjustments [18] Group 5 - Jiangxi Changyun is set to receive 15.7 million yuan in compensation for the expropriation of part of its properties [28] - Tianrun Dairy reported a 2.99% month-on-month increase in November pig sales revenue [29] - New Point Software won a 54 million yuan contract for a digital smart community construction project [31]

智通财经APP讯，广汽集团(02238)发布公告，2025年11月汽车产量为18.75万辆，与去年同期比较下降 9.71%，本年累计产量为157.91万辆，与去年同期比较下降7.62%;2025年11月汽车销量为17.97万辆，与 去年同期比较下降9.72%，本年累计销量为153.4万辆，与去年同期比较下降10.80%。 ...

格隆汇12月5日丨广汽集团(02238.HK)公告，2025年11月汽车产量为187,461辆，与去年同期比较下降 9.71%，本年累计产量为1,579,127辆，与去年同期比较下降7.62%；2025年11月汽车销量为179,652辆， 与去年同期比较下降9.72%，本年累计销量为1,534,036辆，与去年同期比较下降10.80%。 ...

(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十二月五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 15 次會議決議公 告》，僅供參閱。 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 ) 第七届董事会第 15 次会议决议公告 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。 承董事會命 廣州汽車集團股份有限公司 馮興亞 董事長 中國廣州，二零二五年十二月五日 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 ...

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 ) 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。 1. 「其他」含廣汽領程新能源商用車有限公司等。 (股份編號: 2238) 廣州汽車集團股份有限公司 2025 年 11 月份產銷快報 廣州汽車集團股份有限公司「( 本公司」) 2025 年 11 月汽車產量為 187,461 輛，與去年同期比較下降 9.71%，本年累計產量為 1,579,127 輛，與去年同期比較下降 7.62%；2025 年 11 月汽車銷量為 179,652 輛，與去年同期比較下降 9.72%，本年累計銷量為 1,534,036 輛，與 去年同期比較下降 10.80%。各主要投資企業產銷數據如下： | | | | 產 量（輛） | | | | 銷 | | | 量（輛） | | | | --- | --- | --- | --- | -- ...

Core Viewpoint - The Chinese automotive industry is transitioning from incremental competition to stock competition, with overseas markets becoming a new growth driver as domestic competition intensifies [4][8]. Export Growth - In October, China's automotive exports reached 666,000 units, a month-on-month increase of 2.1% and a year-on-year increase of 22.9%. From January to October, exports totaled 5.616 million units, up 15.7% year-on-year [4]. - The export growth rate is outpacing domestic production and sales growth, indicating a shift in focus for Chinese automakers towards international markets [4]. Company Performance - Chery's overseas sales for January to October reached 1.06 million units, accounting for 46% of total sales, with a year-on-year growth of 13% [5]. - BYD's overseas sales for the same period were 780,000 units, a significant increase of 130%, raising its export share to 21% [5]. - Great Wall Motors reported overseas sales of 454,100 units, making up nearly 37% of total sales, with a 44.61% increase compared to 2023 [5]. - Geely's overseas sales reached nearly 300,000 units, with a remarkable 214% increase in exports of new energy vehicles [6]. Market Expansion - GAC's overseas terminal sales grew by 36.5%, covering 85 countries and regions, with over 570 sales outlets [7]. - Chinese automotive brands are increasingly penetrating mature markets like the EU, with a record 7.4% market share in the European passenger car market as of September 2025, doubling from 3.3% year-on-year [14]. Revenue Contribution - Chery's revenue for the first three quarters of 2025 was 214.83 billion yuan, a 17.9% increase year-on-year, with exports contributing significantly to this growth [10]. - BYD's overseas revenue share increased from 28% in 2024 to 36.5% in the third quarter of 2025, with a net profit margin of 4.2% [11]. - Great Wall Motors' overseas revenue surged to 80.3 billion yuan, accounting for 39.69% of total revenue [12]. Strategic Insights - Chinese automakers are focusing on localizing products to meet diverse market needs, which is essential for integrating into local markets [9][20]. - The shift from product export to ecological output is becoming a key strategy for Chinese car manufacturers, enhancing their competitiveness in international markets [13][19]. - The global market share of Chinese automobiles is expected to exceed 38% by 2025, with significant growth in emerging markets like Southeast Asia and Africa [14][16]. Future Projections - By 2030, it is anticipated that Chinese automotive brands will achieve over 12% market share in overseas markets, with sales reaching nearly 10 million units [18]. - The global expansion of Chinese car manufacturers is accelerating, with strategies focusing on building a global vehicle that meets diverse market demands [19].

2025年12月，广汽集团旗下广汽能源发布最新补能生态进展：其"9纵10横8大城市群"补能网络已覆盖全 国204座城市，自营充电桩总量突破2.2万根，以全维度布局成为国内新能源补能领域的核心玩家之一。 网络布局："黄金三角"50公里必有站，核心区1公里全覆盖 据广汽能源数据，11月单月新增自营桩1104根，当前网络已实现"核心城区直线1公里必有站"，且在京 津冀、长三角、粤港澳大湾区组成的"黄金三角"高速沿线，每50公里就布局一座充电站，覆盖西北、川 渝、中原等8大城市群，形成全国性补能网络。 车网互动+超充体验：V2G放电创收益，1000V快充成行业第一 在车网互动领域，广汽能源V2G（车网互动）累计放电已达75万度，其中11月广汽V2G示范中心单月放 电35万度，单站日放电量可满足 44户家庭月用电需求，参与的车主月收益最高近2万元。 用户规模破840万，碳减排超320万吨 截至11月，广汽能源用户已超840万，11月单月充电总量达5664万度、服务220万次，深夜时段服务用户 1.7万人（行业第一）。在绿色减排上，累计碳减排320万吨，参与电力交易售电超1.18亿度，其中绿电 交易占比近10%。 宠粉福 ...

智通财经APP讯，广汽集团(601238.SH)发布公告，公司2024年10月汽车产量为16.81万辆，同比下 降29.47%，本年累计产量为150.18万辆，同比下降26.47%;10月汽车销量为18.58万辆，同比下降 17.23%，本年累计销量为152.08万辆，同比下降24.66%。 ...

格隆汇12月5日丨广汽集团(601238.SH)公布，广州汽车集团股份有限公司2025年11月汽车产量为 187,461辆，同比下降9.71%，本年累计产量为1,579,127辆，同比下降7.62%；11月汽车销量为179,652 辆，同比下降9.72%，本年累计销量为1,534,036辆，同比下降10.80%。 ...