在中国车企的战略转型过程中，长城汽车的全球化路径尤为典型，其发展轨迹已由早期单纯的产品贸 易，逐步转向技术体系、品牌理念、用户运营与本地化服务深度融合的生态化输出。 本报（chinatimes.net.cn）记者刘凯 北京报道 据中国汽车工业协会统计，2025年1—8月，中国汽车出口总量已达429.2万辆，同比增长13.7%。而当中 国汽车产业在国内市场完成技术与产能的双重积累，一场变革正在全球汽车舞台上展开。这场变革已不 再局限于简单的产品出口，而是迈向技术输出、品牌建设与本土化生态运营的深层次跨越。它既是中国 制造业整体实力的集中体现，也是中国汽车工业从"引进来"到"走出去"再到"走上去"的必然演进。 在新的出海浪潮中，中国车企正将国内市场锤炼出的产品实力与创新模式延伸至全球，通过构建涵盖研 发、生产、营销与服务的全价值链体系，实现从"卖产品"到"树品牌"、从"拓市场"到"建生态"的战略升 维。 从"产品输出"到"生态落地"的升维之战 日前，长城汽车在澳大利亚举办"GWM TECH DAY"全球技术体验活动，突破传统新车发布形式，系统 展示了其在新能源领域的技术布局。活动中，Hi4新能源产品矩阵集中亮相， ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601633 证券简称：长城汽车公告编号：2025-121 转债代码：113049 转债简称：长汽转债 长城汽车股份有限公司关于可转换公司债券转股及2023年股票期权激励计划自主行权结果暨股份变动公 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： ● 可转债转股情况：2025年9月1日至2025年9月30日期间，共有42,000元"长汽转债"已转换成公司股票， 转股数为1,072股。自2021年12月17日至2025年9月30日，累计共有4,942,000元"长汽转债"已转换为公司 股票，累计转股数为129,601股，占可转债转股前公司已发行股份总额的0.0014%。 ● 未转股可转债情况：截至2025年9月30日，尚未转股的可转债金额为3,495,057,000元，占可转债发行 总量的99.8588%。 ● 2023年股票期权激励计划首次授予期权行权结果：2023年股票期权激励计划首次授予第一个行权期可 行权股票期权数量为18,948,783股， ...

Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]

| 证券代码：601633 | 证券简称：长城汽车 | 公告编号：2025-121 | | --- | --- | --- | | 转债代码：113049 | 转债简称：长汽转债 | | 长城汽车股份有限公司 关于可转换公司债券转股及 2023 年股票期权激励计划 自主行权结果暨股份变动公告 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： 一、可转债转股情况 （一）可转债发行上市概况 经中国证券监督管理委员会《关于核准长城汽车股份有限公司公开发行可转换公司 债券的批复》（证监许可[2021]1353号）核准，长城汽车股份有限公司（以下简称"公 司"或"本公司"）于2021年6月10日公开发行3,500万张可转换公司债券，每张面值100 元，发行总额35亿元。 可转债转股情况：2025年9月1日至2025年9月30日期间，共有42,000元"长汽转 债"已转换成公司股票，转股数为1,072股。自2021年12月17日至2025年9月30 日，累计共有4,942,000元"长汽转债"已转换为公司股票，累计转股数为1 ...

此海外監管公告是根據香港聯合交易所有限公司證券上市規則第13.10B條發出。以下為長城汽 車股份有限公司於上海證券交易所網站（www.sse.com.cn）所刊發之「長城汽車股份有限公 司關於可轉換公司債券轉股及2023年股票期權激勵計劃自主行權結果暨股份變動公告」。 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 。 長 城 汽 車 股 份 有 限 公 司 GREAT WALL MOTOR COMPANY LIMITED* （於中華人民共和國註冊成立的股份有限公司） 股份代號：2333（港幣櫃檯）及82333（人民幣櫃檯） 承董事會命 長城汽車股份有限公司 公司秘書 ，2025 10 9 於本公告日期，董事會成員如下： 執行董事：魏建軍先生、趙國慶先生及李紅栓女士。 職工董事：盧彩娟女士。 非執行董事：何平先生。 獨立非執行董事：樂英女士、范輝先生及鄒兆麟先生。 * 僅供識別 海外監管公告 李紅栓 | 证券代码：601633 | 证券简称：长城汽车 | ...

Core Viewpoint - The passenger car sector experienced a decline of 0.56% on October 9, with Seres leading the drop, while the Shanghai Composite Index rose by 1.32% and the Shenzhen Component Index increased by 1.47% [1] Group 1: Market Performance - The closing price of SAIC Motor was 17.52, up by 2.34%, with a trading volume of 865,000 shares and a transaction value of 1.505 billion [1] - BYD closed at 110.60, up by 1.27%, with a trading volume of 1,008,700 shares and a transaction value of 11.196 billion [1] - GAC Group closed at 7.68, up by 0.79%, with a trading volume of 308,700 shares and a transaction value of 236 million [1] - Changan Automobile closed at 12.32, up by 0.74%, with a trading volume of 987,900 shares and a transaction value of 1.208 billion [1] - Great Wall Motors closed at 24.75, up by 0.61%, with a trading volume of 209,000 shares and a transaction value of 514 million [1] - BAIC Blue Valley closed at 7.99, down by 1.11%, with a trading volume of 1,470,400 shares and a transaction value of 1.183 billion [1] - Haima Automobile closed at 5.57, down by 4.30%, with a trading volume of 1,616,900 shares and a transaction value of 910 million [1] - Seres closed at 160.00, down by 6.74%, with a trading volume of 794,300 shares and a transaction value of 12.953 billion [1] Group 2: Fund Flow Analysis - The passenger car sector saw a net outflow of 1.823 billion from main funds, while retail funds had a net inflow of 1.066 billion [1] - BYD had a main fund net inflow of 894 million, but a net outflow of 631 million from speculative funds and 263 million from retail investors [2] - SAIC Motor experienced a main fund net inflow of 64.31 million, with a net outflow of 66.76 million from retail investors [2] - GAC Group had a main fund net inflow of 31.38 million, but a net outflow of 2.466 million from retail investors [2] - Changan Automobile faced a main fund net outflow of 56.85 million, while retail investors contributed a net inflow of 41.02 million [2] - BAIC Blue Valley had a significant main fund net outflow of 142 million, but a net inflow of 114 million from retail investors [2] - Seres saw a main fund net outflow of 25.20 million, with retail investors contributing a net inflow of 11.80 million [2]

另外，长城汽车9月新能源车销售45,961台；1-9月新能源车累计销售278,463台。9月海外销售50,269台；1-9月海外销售累计334,181台。 长城汽车股份有限公司（证券代码：601633，简称"长城汽车"）于10月1日发布了2025年9月产销快报。9月销量为133,639台，同比增长23.29%；本年累计销 量为923,358台，同比增长8.15%。9月产量为134,404台，同比增长25.38%；本年累计产量为919,816台，同比增长8.03%。 长城皮卡9月销量为12,901台，同比下降10.76%；本年累计销量为136,223台，同比增长3.11%。9月产量为13,995台，同比增长7.01%；本年累计产量为 137,634台，同比增长7.91%。 欧拉品牌9月销量为6,255台，同比增长14.02%；本年累计销量为29,686台，同比下降37.06%。9月产量为6,332台，同比增长40.55%；本年累计产量为29,842 台，同比下降30.12%。 坦克品牌9月销量为21,441台，同比增长14.41%；本年累计销量为165,143台，同比下降2.75%。9月产量为22,090台，同 ...

其中，9月长城新能源车型销售4.60万辆，同比增长52.55%，刷新历史纪录；20万元以上车型销售3.62 万辆，同比增长28.80%；海外销售5.03万辆，同比增长13.98%，首次突破5万辆；方盒子车型销售6.34 万辆，同比增长37.31%，领跑方盒子市场。 从品牌来看，哈弗9月销售新车8.19万辆，同比增长30.24%；魏牌新能源9月销售新车1.10万辆，同比增 长63.23%；坦克SUV 9月销售新车2.14万辆，同比增长14.41%；欧拉9月销售新车6255辆，同比增长 14.02%；长城皮卡9月销售新车12901辆，全球累计销售超282.49万辆。 国内市场不断攀升的同时，长城汽车的全球化战略也同步发力，《中国经营报》记者获悉，10月，长城 汽车在澳大利亚举办"GWM TECH DAY"全球技术体验活动，重点展示全动力×全场景布局、发布Hi4家 族新能源矩阵、建立"新能源越野分级"体系。 长城汽车方面向记者表示，澳大利亚是GWM最早开拓的海外市场之一，具有严苛法规标准与典型户外 用车文化，是全球越野新能源技术验证的天然"试金场"。此次在澳大利亚发布，不仅是技术落地，更是 生态扎根。截至2025年 ...

天眼查资料显示，长城汽车股份有限公司，成立于2001年，位于保定市，是一家以从事汽车制造业为主 的企业。企业注册资本855894.5933万人民币。通过天眼查大数据分析，长城汽车股份有限公司共对外 投资了74家企业，参与招投标项目2667次，财产线索方面有商标信息5000条，专利信息5000条，此外企 业还拥有行政许可640个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 责任编辑：栎树 国家知识产权局信息显示，长城汽车股份有限公司申请一项名为"前保险杠安装结构和车辆"的专利，公 开号CN120716622A，申请日期为2024年03月。 专利摘要显示，本发明公开了一种前保险杠安装结构和车辆，前保险杠安装结构包括：中支架，所述中 支架的前侧与前保险杠的下段中部连接且后侧与所述散热器下横梁的中部连接，所述前保险杠的后侧安 装有前保险杠下格栅；至少两个侧支架，至少两个所述侧支架分别位于所述中支架的两侧，所述侧支架 的前侧与前保险杠卡接且后侧与所述散热器下横梁连接；连接支架，所述连接支架的前侧与所述前保险 杠下格栅相连接且后侧与所述中支架的前侧相卡接。其中，前保险杠的 ...

Core Insights - The automotive industry is experiencing a shift with electric vehicle (EV) adoption nearing its peak while the focus is now on automotive intelligence and robotics innovation [5] Group 1: Market Performance - In September, the top 15 domestic new energy vehicle companies delivered 877,000 units, a year-on-year increase of 15% [4][5] - Xpeng, Xiaomi, and Great Wall's new energy vehicles each surpassed 40,000 units for the first time, while Hongmeng exceeded 50,000 units [4][5] - Li Auto's deliveries returned to over 30,000 units, and NIO set a new delivery record of 34,700 units [4][5] Group 2: Segment Performance - The performance of automotive segments for the week showed: SW commercial trucks (+3.8%) > SW passenger cars (+2.8%) > SW automotive (+1.7%) = SW automotive parts (+1.7%) > SW commercial passenger vehicles (-1.7%) [2][4] - The insurance premium for compulsory traffic insurance reached 644,000 units, with a week-on-week increase of 26.7% and a month-on-month increase of 25% [2] Group 3: Key Developments - Tesla released the FSD V14 version, expanding the model scale by ten times and increasing context length by three times [3] - Xpeng's deliveries in September reached 42,000 units, a year-on-year increase of 95% and a month-on-month increase of 10% [3] - Ideal Auto delivered 34,000 units in September, a year-on-year decrease of 37% but a month-on-month increase of 19% [3] Group 4: Investment Opportunities - The automotive sector is entering a new phase with three main investment opportunities: electric vehicle benefits nearing an end, the dawn of automotive intelligence, and innovations in robotics [5][6] - Key investment areas include Robotaxi and Robovan applications, with major players like Tesla, Xpeng, and various technology providers [6]