【导读】广汽埃安致歉承认宣传失误，明确埃安UT super没有配置天窗 "是内容审核的失误，已快速修正并全面自查，对此深表歉意。"在12月1日召开的一场恳谈会上，广汽集团 埃安BU副总裁、埃安品牌首席用户官杨龙表示，埃安UT super没有配置天窗。 对于在11月24日（含）后选择立即定制的用户，在确认定制后48小时内均可选择退款。 12月将推出里程增量包服务 埃安UT super引发市场关注，主要由于其提供电池租用和整车购买两种方式，其中采用电池租用方式的购 买价为4.99万元，并且在12月8日24点前下单，电池月租金由499元/月降至终身399元/月。 | 埃安UT super 电池租用价 49,900元 | | | | --- | --- | --- | | 补 2000元 | 购车补贴 | ¥45.400 | | 领 2500元 | 京银行卡 | 双11限时租电购买价 | | | 购车享受权益 | | | | 首年至高省万元 | | | 电池月租金优惠 | 限12月8日24点前下定用户 | 399元/月(原499元/月) | | 换电服务费减免 | 限12月8日24点前下定用户中的京东PLUS 减免1 ...

Core Viewpoint - GAC Aion has acknowledged a content review error regarding the Aion UT Super model, specifically clarifying that it does not come with a sunroof, which was mistakenly advertised [2][4]. Group 1: Product Miscommunication - The Aion UT Super, launched on November 9, has faced multiple issues, including misleading sunroof configuration, hidden clauses in rental agreements, and regional restrictions on invoice issuance [2]. - Users reported seeing promotional images of the sunroof online and confirmed its existence with customer service before placing orders, only to find out upon delivery that the vehicle lacked this feature [5]. - GAC Aion's Vice President Yang Long stated that the sunroof image was a result of a content review error and that the company has taken steps to rectify the situation and conduct a thorough self-examination [5]. Group 2: Refund and Customization Policies - To respect user choices, GAC Aion, along with its partners, has committed to allowing users who paid a deposit between November 9 and 23 to opt for a refund before confirming their customizations [5]. - For users who choose to customize after November 24, they can request a refund within 48 hours of confirming their order [6]. Group 3: Pricing and Rental Options - The Aion UT Super offers two purchasing options: battery rental and full vehicle purchase, with the battery rental price set at 49,900 yuan. Users who order before December 8 can benefit from a reduced monthly rental fee of 399 yuan [8]. - However, there are limitations on the rental plan, including a maximum monthly mileage of 3,000 kilometers, with charges of 0.2 yuan per kilometer for excess mileage. This policy aims to ensure that users only pay for the mileage they genuinely need [9]. Group 4: Invoice Issuance and Customer Service - Initially, invoices for the Aion UT Super could only be issued in Shanghai and Guangzhou, a decision made to help users access government subsidies without affecting vehicle registration nationwide [11]. - In response to user requests for invoices from other regions, GAC Aion and its partners are working to expand the list of cities where invoices can be issued [13]. - The companies are also enhancing customer service experiences through multiple training sessions to address various user concerns [13].

凤凰网科技讯12月2日，在广汽、宁德时代（300750）、京东三方日前联合举办的用户恳谈会上，对于 用户关心的"是否有天窗"的疑问，广汽集团（601238）埃安BU副总裁、埃安品牌首席用户官杨龙表 示，这是埃安社区上介绍三方合作生态内容出现的一张"天窗图片"，是内容审核的失误，在上市发布三 天后已发现并立刻修正，并对所有官方内容完成自查，对此深表歉意。 关于"只能在广州、上海两地开票"的问题，京东汽车营销负责人陆欢表示，在上海、广州两地开票，是 三方为了让更多用户享受到政府补贴优惠，共同努力的结果，并不影响各地上牌、保险等。对于部分用 户希望开具其他地区发票的需求，目前三方已全力推进，近期将新增更多城市。 此外，对于三方前期服务衔接不足对用户造成的不便，广汽埃安宣布对在12月31日前下定购买埃安UT super的用户加码赠送价值2600元的"无忧服务包"。包含12次免费洗车、1次免费车身养护、1次免费四 轮定位等。 ...

Core Insights - The Chinese automotive industry is experiencing a significant shift towards overseas markets, with exports growing faster than domestic sales, indicating a transition from incremental competition to stock competition [1][4][12] - By 2030, it is projected that Chinese automotive brands will achieve nearly 10 million units in overseas sales, highlighting the increasing importance of international markets for growth [1][13] Export Growth - In October, China exported 666,000 vehicles, a month-on-month increase of 2.1% and a year-on-year increase of 22.9%. From January to October, total exports reached 5.616 million units, up 15.7% year-on-year [1] - Chery's overseas sales reached 1.06 million units from January to October, accounting for 46% of its total sales, maintaining a steady growth trend [1] - BYD's exports for the same period were 780,000 units, a significant increase of 130%, with overseas sales making up 21% of total sales [2] - Geely's overseas sales approached 300,000 units, with a remarkable 214% increase in exports of new energy vehicles [3] Financial Performance - Chery's revenue for the first three quarters of 2025 was 214.83 billion yuan, a 17.9% increase year-on-year, with overseas sales contributing significantly to this growth [6] - BYD's overseas revenue share rose from 28% in 2024 to 36.5% in the third quarter of 2025, with a net profit margin of 4.2% surpassing domestic margins [7] - Great Wall Motors reported overseas revenue of 80.3 billion yuan in 2024, accounting for 39.69% of total revenue, indicating the growing importance of international markets [8] Market Share and Competitive Position - By 2025, China's automotive global market share is expected to exceed 38%, with significant growth in Europe, where Chinese brands achieved a record 7.4% market share in September 2025 [10] - In Southeast Asia, particularly Thailand, Chinese brands captured 34.3% of the market share in the first three quarters of 2025, leading the segment [11] - Chinese brands are also making significant inroads in Brazil, with market share increasing from 6.8% in 2024 to 9.1% in 2025, particularly in the new energy vehicle segment [11] Strategic Initiatives - Chinese automotive companies are increasingly establishing local production facilities overseas, allowing them to better meet local market demands and navigate trade barriers [5][9] - The shift from product export to a comprehensive ecosystem approach is evident, with companies focusing on local production, service, and supply chain integration [9][14] - The emphasis on localization and understanding local consumer preferences is crucial for success in international markets, as highlighted by the need for tailored products and services [12][15]

活动现场，三方针对用户关注的问题逐一解答。关于"只能在广州、上海两地开票"的问题，京东汽车营 销负责人表示，在上海、广州两地开票，是三方为了让更多用户享受到政府补贴优惠，共同努力的结 果，并不影响各地上牌、保险等。对于部分用户希望开具其他地区发票的需求，目前三方已全力推进， 近期将新增更多城市，此外广州补贴也将延续到明年1月底，以上具体信息均可查看商品详情页。 为了尊重用户的选择，三方承诺对于自11月9日开始至23日支付定金5000元，在确认定制完成前（确认 定制包含用户需要逐一明确颜色、是否租电、发票提示、门店选择等）的用户，均可选择退款；对于在 11月24日（含）后选择立即定制的用户，在确认定制后48小时内均可选择退款。 北京商报讯（记者 蔺雨葳）12月1日晚，广汽埃安微信公众号发布的信息显示，针对广汽、宁德时代、 京东联手推出的埃安UT super，三方共同组织了一场"听劝"恳谈会。 ...

12月2日，在广汽、宁德时代、京东三方日前联合举办的用户恳谈会上，就埃安UT super上市争议对用 户造成的不便，广汽埃安对在12月31日前下定购买埃安UT super的用户加码赠送价值2600元的"无忧服 务包"，包含车身养护等。同时，广汽埃安与京东、宁德时代三方明确细化了退订规则、发票开具城市 扩容、客服体系强化等政策。 ...

会上，对于用户关心的"是否有天窗"的疑问，广汽集团埃安BU副总裁、埃安品牌首席用户官杨龙表 示，这是埃安社区上介绍三方合作生态内容出现的一张"天窗图片"，是内容审核的失误，在上市发布三 天后已发现并立刻修正，并对所有官方内容完成自查，对此深表歉意。 北京商报讯（记者 蔺雨葳）12月1日晚，广汽埃安微信公众号发布的信息显示，针对广汽、宁德时代、 京东联手推出的埃安UT super，三方共同组织了一场"听劝"恳谈会。 ...

会上，三方宣布推出四大举措，包括加码赠送2600元服务包、发票开具新增更多城市、更灵活的退款退 订政策等。 活动当天下午，第1000辆埃安UT super还在北京完成了交付，实现交付开启后首周超1000辆的突破， 此前，10月14日，京东官宣将于双十一期间联合广汽、宁德时代正式推出一款"国民好车"，并于京东平 台独家销售，预计售价在10万至12万。 图片来 源：京东APP 智通财经从埃安官方微信公众号获悉，12月1日，针对广汽、宁德时代、京东联手推出的埃安UT super，三方共同组织了一场"听劝"恳谈会。 会上，对于用户关心的"是否有天窗"的疑问，广汽集团埃安BU副总裁、埃安品牌首席用户官杨龙表 示，这是埃安社区上介绍三方合作生态内容出现的一张"天窗图片"，是内容审核的失误，在上市发布三 天后已发现并立刻修正，并对所有官方内容完成自查，对此深表歉意。"从上市当天开始，在三方各种 平台的产品配置表上，也非常清晰地看到，没有天窗配置。" 11月5日，京东第一辆"国民好车"埃安UT super 1号车正式下线。这也是该款新车首次对外完整展示外观 设计、制造工艺、电池技术及换电过程等细节。11月9日，埃安UT su ...

Group 1 - The Shanghai 180 Index (000010) shows mixed performance among its constituent stocks, with Transsion Holdings (688036) leading the gain at 4.86% and GAC Group (601238) up by 3.78% [1] - The market is experiencing increased volatility as the year-end approaches, and CICC suggests maintaining a "barbell" strategy (dividend + technology internet) for portfolio allocation [1] - The management fee for the Shanghai 180 ETF Index Fund (530280) is 0.15%, and the custody fee is 0.05% [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the Shanghai 180 Index include Kweichow Moutai (600519) and Zijin Mining (601899), collectively accounting for 26.13% of the index [2] - The Shanghai 180 ETF Index Fund has several off-market connection options, including Ping An's various linked funds [2]

Core Viewpoint - GAC Group is nearing the completion of its internationalization strategy, with a focus on deepening its presence in local markets and enhancing brand influence globally [2][3] Group 1: Internationalization Strategy - Internationalization is the core strategic direction for GAC Group, with GAC International serving as the main vehicle for this initiative [3] - GAC International has three main missions: enhancing global brand influence and overseas sales, constructing a global R&D, production, supply, and service loop, and promoting the transition of Chinese automotive brands from "product export" to "industry integration" and "brand elevation" [3] - In the first ten months of this year, GAC Group's self-owned brand vehicle exports increased by 36% year-on-year, indicating that international markets are becoming a significant growth point [3] Group 2: Market Focus and Expansion - Australia is identified as a key market for GAC International, serving as a benchmark for the Australia-New Zealand and South Pacific regions, and as a hub for building a new energy ecosystem in the Southern Hemisphere [5][6] - GAC International plans to launch three representative models in Australia and aims to introduce over 10 new products within five years, achieving full coverage of powertrains and product categories [6] - The company has established nine sales outlets in major Australian cities, with plans to expand to 100 outlets in the next five years [6] Group 3: Ecosystem Development - GAC International is transitioning from "product export" to "ecosystem export" and "system export," focusing on a collaborative model that includes technology, ecology, and culture [8] - The company has invested over 58 billion yuan in R&D, emphasizing advancements in smart technology, safety, and power [8] - GAC aims to replicate its successful domestic manufacturing practices, such as the "lighthouse factory" model, in international markets like Thailand [8] Group 4: Sustainable Development and Corporate Responsibility - GAC is committed to becoming a leader in integrated energy solutions, promoting global green energy development through a comprehensive energy network [9] - The company adheres to ESG principles and actively participates in social responsibility projects in various countries, aiming to respect local cultures and integrate into local societies [9]