GAC GROUP(601238)

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13家企业和机构获颁“广州会展合伙人”证书
Guang Zhou Ri Bao· 2025-08-28 02:08
Core Insights - Guangzhou's exhibition industry has evolved from a single prominent event to a diverse array of exhibitions, becoming a crucial engine for economic development and a platform for industrial upgrades [2][4][5] Industry Overview - Guangzhou is recognized as an international trade center and a national advanced manufacturing base, with a complete ecological chain formed by 35 industrial categories and six trillion-level advanced manufacturing clusters [2][4] - The exhibition industry in Guangzhou ranks second nationally and has maintained its competitive edge as the top among provincial capital cities for several years [5] Recent Developments - From January to August this year, Guangzhou's key exhibition venues hosted 195 exhibitions, attracting over 8.36 million participants [4][5] - The "Exhibition-Industry Integration and Global Synergy" event held on August 27 featured major domestic and foreign exhibition companies, fostering collaboration and innovation in the exhibition industry [4][6] Future Prospects - The Guangzhou government plans to enhance the exhibition industry's high-quality development by establishing legislative frameworks, improving logistics and customs services, and nurturing globally influential industry benchmark exhibitions [6][8] - The city aims to explore a new development path that promotes industrial growth through exhibitions, aligning with the "12218" modern industrial system [6][7] Strategic Initiatives - The establishment of a "one industry, one exhibition" brand system is intended to create a collaborative ecosystem involving government, partners, industry entities, and service organizations [4][6] - The integration of artificial intelligence into the exhibition sector is being pursued to develop "smart exhibitions" and support policies to boost the exhibition economy [8]
传祺向往S9预售 搭载华为乾崑智驾ADS 4
Zheng Quan Shi Bao Wang· 2025-08-27 12:44
人民财讯8月27日电,8月27日,广汽传祺举行发布会官宣向往S9以25.99万元起开启预售。据了解,向 往S9首批搭载华为乾崑智驾ADS4系统以及全维防碰撞系统CAS4.0。 ...
广汽集团获融资买入0.29亿元,近三日累计买入1.08亿元
Jin Rong Jie· 2025-08-27 01:12
最近三个交易日,22日-26日,广汽集团分别获融资买入0.26亿元、0.53亿元、0.29亿元。 融券方面,当日融券卖出4.34万股,净卖出3.09万股。 8月26日,沪深两融数据显示,广汽集团获融资买入额0.29亿元,居两市第940位,当日融资偿还额0.37 亿元,净卖出762.47万元。 ...
汽车普涨行情延续!
Ge Long Hui· 2025-08-26 19:23
Core Viewpoint - The automotive industry in China is experiencing a significant rally in stock prices, driven by liquidity support from the central bank, consumer stimulus policies, and positive mid-year earnings reports [2][3][18]. Group 1: Market Conditions - The central bank has implemented large-scale reverse repos and MLF operations, injecting substantial liquidity into the banking system, which positively impacts the stock market [3]. - On August 15, the central bank conducted a 500 billion yuan reverse repo operation, followed by a 600 billion yuan MLF operation on August 25, resulting in a net injection of 300 billion yuan [3]. - There is a trend of retail investors leveraging their positions in the stock market, with some funds shifting from bank deposits and wealth management products to equities due to improved market sentiment [5]. Group 2: Automotive Sector Performance - Over 70% of the 102 Chinese automotive stocks tracked saw price increases, with an average rise of 4.05%, closely following the Shenzhen Composite Index's 4.57% gain [5]. - The total market capitalization of Chinese automotive stocks increased by over 410 billion yuan, reaching 11.56 trillion yuan [5]. - The passenger vehicle sector outperformed other segments, with a 7.05% increase, driven by stocks like NIO, Xpeng Motors, and Great Wall Motors [7]. Group 3: Notable Stock Performances - NIO's stocks surged by 31.81% in the US and 27.75% in Hong Kong, attributed to the favorable pricing strategy for its new ES8 model [9]. - Cao Cao Mobility's stock rose by 26.1%, influenced by a reduction in driver commission rates and positive market expectations regarding its inclusion in the Hong Kong Stock Connect [9]. - Xpeng Motors reported a nearly 57% reduction in losses and provided optimistic revenue guidance for Q3, leading to stock increases of 20.56% in the US and 18.73% in Hong Kong [11]. Group 4: Financial Results - Fuyao Glass reported a revenue of 21.44 billion yuan for the period, a 16.94% increase year-on-year, with a net profit of 4.80 billion yuan, up 37.33% [12]. - Great Wall Motors benefited from the launch of new models and significant overseas expansion, contributing to positive market expectations [13]. - Tuhu's revenue for the first half of the year was 7.88 billion yuan, reflecting a 10.5% year-on-year growth [13]. Group 5: Stock Declines - Despite the overall market rally, 23 stocks experienced declines, primarily in the dealer/retail, smart mobility, and new energy sectors, with declines generally limited to under 10% [14]. - Ganfeng Lithium and Hesai Technology saw the largest declines, with Ganfeng down 9.52% and Hesai down 9.11% [15][17].
发布星源增程技术,广汽集团能否终结驾驶“亏电感”
Zhong Guo Qing Nian Bao· 2025-08-26 15:23
Group 1 - GAC Group recently launched a new range extender technology called "Star Source" during the Haobo HL range extender version launch event [2] - This launch follows previous technological advancements under the "Star Spirit" brand, including intelligent technology, safety systems, and AI panoramic views [2] - The new technology addresses common issues faced by range extender vehicles, such as increased fuel consumption, power degradation, and heightened noise and vibration when battery levels are low [2] Group 2 - GAC Group has been working on range extender technology since 2010, participating in the national 863 program for the development and industrialization of range-extended electric vehicles [2] - The company launched China's first range extender sedan, the GAC Trumpchi GA5 REV, in 2014 and has since made significant advancements in powertrain and core technologies [2] - The new "Star Source" technology enhances the efficiency of the range extender, improves power response, and optimizes NVH performance, while also utilizing an AI energy control platform for better energy management [2][3] Group 3 - The industry standard for range extender fuel-to-electric conversion is approximately 3.4 kWh generated from 1 liter of fuel [3] - The "Star Source" technology aims to improve this conversion rate and reduce energy losses in the electric drive system, effectively addressing high fuel consumption during low battery conditions [3] - The first model equipped with the "Star Source" technology, the Haobo HL range extender version, has been officially launched, with plans to apply this technology to other GAC brands, including GAC Trumpchi and GAC Aion [3]
观车 · 论势 || 缩短账期不易,但须持续推进
Zhong Guo Qi Che Bao Wang· 2025-08-26 08:28
修订后的《保障中小企业款项支付条例》(以下简称《条例》)实施两个月有余。其中明确规定, 大型企业应当自货物、工程、服务交付之日起60日内支付款项。《条例》发布之初,中国一汽、广汽集 团、北汽集团、蔚来、理想汽车、比亚迪、赛力斯集团等17家车企先后承诺,对供应商的账期不超过60 天。如今,首个60天周期已过,车企承诺落实情况却不尽如人意。 根据央视及工业和信息化部日前的通报,在17家车企中,中国一汽、广汽、赛力斯3家车企已率先实现 60天内支付。此外,东风、长安等央企,上汽、北汽等国企,吉利、长城等民营企业以及理想、小鹏等 新势力企业都在积极响应。 但从数据上看,17家车企中仅3家明确表态兑现"60天账期"承诺,与2个月之前振聋发聩的承诺声相比, 此时的兑现情况无疑略显单薄。但细窥之下,多数车企并未停留于口头承诺,均已将"60天账期"承诺落 实行动。其中,一汽组建了财务、供应链、法务跨部门专项工作组,并成立联合专项工作组;广汽则构 建了覆盖"订单下发—验收入库—对账结算—货款支付"全流程的管控体系;赛力斯则采用"厂中厂"模 式,并推行数字化管理。此外,小鹏也已与部分供应商完成补充协议的签署,"60天账期"承诺正 ...
华望有几成胜算?
Zhong Guo Qi Che Bao Wang· 2025-08-26 01:30
日前,广汽集团发布公告,董事会审议通过了《关于广汽埃安投资华望汽车的议案》。同意控股子 公司广汽埃安新能源汽车股份有限公司(简称"广汽埃安")向华望汽车技术(广州)有限公司(简 称"华望汽车")增资6亿元。完成本次增资后,广汽集团直接持有华望汽车71.43%股权,通过广汽埃安 间接持有华望汽车28.57%股权。 同日,广汽宣布华望汽车城市招募计划正式启动,优先招募城市为北京、天津、上海、南京、深圳、成 都、重庆、武汉等40城。据介绍,华望汽车坚持少商多店原则,以"1+N"(用户中心+体验中心)渠 道模式进行网点布局。 错失先机 重拾旧好 广汽与华为的渊源颇深,但经历曲折。 首先,与昊铂不同的是,华望汽车在技术赋能上从一开始就强调与华为的深度合作,借助华为在智能汽 车领域的技术,试图在产品的智能化方面打造差异化竞争优势。华为在辅助驾驶、智能座舱、智能车控 等方面拥有多年的技术积累和丰富的经验,其辅助驾驶系统在复杂路况下的表现更加稳定可靠,智能座 舱的交互体验也更加流畅便捷。华望汽车搭载华为的智能解决方案,有望在智能驾驶体验、人机交互等 方面实现跨越式发展,为用户带来更加优质的产品体验,从而形成差异化竞争。 在产 ...
广汽集团(02238) - 海外监管公告


2025-08-25 10:02
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八月二十五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關於召開 2025 半年度業績說明會 的公告》,僅供參閱。 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,二零二五年八月二十五日 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 ...
广汽集团(601238) - 广汽集团关于召开2025半年度业绩说明会的公告


2025-08-25 09:45
A 股代码:601238 A 股简称:广汽集团 公告编号:临 2025-056 H 股代码:02238 H 股简称:广汽集团 广州汽车集团股份有限公司 关于召开 2025 半年度业绩说明会的公告 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。 重要内容提示: 会议召开时间:2025 年 9 月 2 日(星期二)11:00-12:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 8 月 26 日(星期二)至 9 月 1 日(星期一)16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@gac.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 广州汽车集团股份有限公司(下称"公司"或"本公司")将于 2025 年 8 月 29 日发布公司 2025 年半年度报告,为便于广大投资者更全面深入地了解公司 20 ...



64只股中线走稳 站上半年线
Zheng Quan Shi Bao Wang· 2025-08-25 09:28
Market Overview - The Shanghai Composite Index closed at 3855.41 points, above the six-month moving average, with an increase of 0.78% [1] - The total trading volume of A-shares reached 26,577.24 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 64 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - ST Yilianzhong (18.16%) - Kun工科技 (6.71%) - Huazhi Wine (5.98%) [1] Stock Performance Details - The following stocks showed notable performance: - ST Yilianzhong: Increased by 19.90% with a turnover rate of 6.52% [1] - Kun工科技: Increased by 10.57% with a turnover rate of 10.49% [1] - Huazhi Wine: Increased by 7.16% with a turnover rate of 5.21% [1] - Other stocks with smaller deviation rates include: - Huaxia Happiness - Lihigh Food - Huaihe Energy, which just crossed the six-month line [1]