| | | 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。 公司本次公开发行的"长汽转债"自2021年12月17日起可转换为本公司股份,初始 转股价格为38.39元/股，由于2021年10月21日及2022年5月20日分别实施了2021年半年 度利润分配、2021年度利润分配；2021年7月20日、2021年9月8日、2021年11月9日、2022 年4月15日、2022年6月22日完成2020年股权激励计划首次授予部分限制性股票回购注销、 2021年股权激励计划授予限制性股票登记、20 ...

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） 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」。 承董事會命 長城汽車股份有限公司 公司秘書 ，2025 11 3 於本公告日期，董事會成員如下： 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 | 公告编号：2025-123 | | --- | --- | --- | | 转债代码：1130 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長城汽車股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02333 | | 說明 | 無 | | | | | | | | 多櫃檯證券代號 | 82333 | RMB | 說明 | 無 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 2,318,776,000 | RMB | | | 1 RMB | | 2,318,776,000 | | 增加 / 減少 (-) | | | | 0 | | | | RMB | | | | 本月底結存 | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長城汽車股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02333 | | 說明 | 無 | | | | | | | | 多櫃檯證券代號 | 82333 | RMB | 說明 | 無 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 2,318,776,000 | RMB | | | 1 RMB | | 2,318,776,000 | | 增加 / 減少 (-) | | | | 0 | | | | RMB | | | | 本月底結存 | ...

Core Viewpoint - The 42nd Antarctic Expedition of China has commenced, with the "Xuelong" and "Xuelong 2" research vessels setting sail, highlighting the nation's commitment to polar scientific research and the involvement of domestic brands like Great Wall Motors in supporting these efforts [1][2]. Group 1: Expedition Overview - The expedition involves over 500 team members from more than 80 domestic organizations, with an expected return in May 2026 [1]. - The mission focuses on addressing national needs and global scientific frontiers, including climate change response, polar ecological protection, and advanced scientific exploration [1]. Group 2: Role of Great Wall Motors - Great Wall Motors' Tank 300 diesel version is deployed on the "Xuelong 2" to perform critical tasks such as material transportation and station commuting at the Great Wall Station [1]. - The vehicle is recognized for its capability to operate in extreme cold without special modifications, reflecting national trust in domestic brands and their contribution to major scientific endeavors [1]. Group 3: Technical Capabilities - The Tank 300 diesel version has undergone rigorous testing in extreme conditions, demonstrating its reliability for operations in harsh Antarctic environments [2]. - Great Wall Motors has established a comprehensive global testing and validation system, ensuring the vehicle meets high standards for safety, durability, and performance in various scenarios [2]. Group 4: Support and Operations - The company will send engineering personnel to the Antarctic to provide vehicle maintenance and technical support as part of the expedition team, enhancing operational efficiency [2]. - This "equipment + talent" model aims to improve mobility and responsiveness during the scientific research activities [2].

Core Viewpoint - Great Wall Motors (601633.SH) reported a significant increase in new car sales for October 2025, with a total of 143,078 vehicles sold, representing a year-on-year growth of 22.50% [1] Sales Performance - Haval brand sold 88,235 vehicles in October, showing a year-on-year increase of 21.41% [1] - Wey brand achieved sales of 12,699 vehicles, marking a substantial year-on-year growth of 95.79% [1] - Tank brand recorded sales of 22,306 vehicles, with a year-on-year increase of 16.64% [1] - Ora brand sold 5,648 vehicles, reflecting a modest year-on-year growth of 1.58% [1] - Great Wall Pickup sold 14,088 vehicles, with a year-on-year increase of 9.31% [1] Year-to-Date Performance - For the period from January to October, Great Wall Motors sold a total of 1,066,436 vehicles, which represents a year-on-year growth of 9.87% [1]

Group 1 - Weiming Environmental has been selected as a supplier for Indonesia's environmentally friendly waste-to-energy project [1] - Great Wall Motors reported a 22.5% year-on-year increase in October vehicle sales, totaling 143,100 units [1] - Jingye Intelligent won a bid for a process equipment project worth 134 million yuan [1][2] Group 2 - Tianmo Technology's shareholder plans to reduce its stake by up to 3% of the company's total shares [3] - ST Yifei signed a procurement order worth approximately 190 million yuan, accounting for 27.46% of its audited revenue for 2024 [4] - Lanjian Intelligent signed a daily operational contract worth 138 million yuan [5] Group 3 - Rongqi Technology's shareholder plans to reduce its stake by up to 1.32% of the company's total shares [6] - Huafeng Measurement Control's controlling shareholder plans to reduce its stake by up to 2% of the company's total shares [7] - Jinli Permanent Magnet's directors and executives plan to reduce their holdings by up to 0.15% of the company's total shares [9] Group 4 - Seres reported a 42.89% year-on-year increase in October sales of new energy vehicles, totaling 51,456 units [10] - Betta Pharmaceutical entered into a strategic cooperation with Shengsi Bio, enhancing its product matrix [11] - Nenghui Technology established a joint venture with Zhejiang Lisan to capitalize on opportunities in the "computing power + new energy" sector [12] Group 5 - Taotao Vehicle submitted an application for H-share listing on the Hong Kong Stock Exchange [13] - BYD's October sales of new energy vehicles reached 441,700 units, a decrease of approximately 12.13% year-on-year [14] - Daye Intelligent's subsidiary signed a charter contract for two vessels, with total expected rental income of approximately 48.73 million USD [15] Group 6 - Changan Automobile reported a 36.14% year-on-year increase in October sales of new energy vehicles, totaling 119,200 units [16] - Vanke A signed a framework agreement for a loan of up to 22 billion yuan from its major shareholder [18] - BAIC Blue Valley's subsidiary reported a 112.02% year-on-year increase in October vehicle sales, totaling 30,542 units [20] Group 7 - Yongzhen Co. announced plans for shareholders to reduce their stake by up to 3% of the company's total shares [21]

Core Insights - Great Wall Motors achieved record sales in October, selling 143,078 vehicles, a year-on-year increase of 22.50% [1] - The company is focusing on smart new energy vehicles, with sales of 46,155 units in October, up 44.06% year-on-year [1] - The sales of models priced above 200,000 yuan reached 40,203 units, reflecting a growth of 32.50% [1] - Great Wall Motors accelerated its globalization efforts, with overseas sales reaching 57,158 units, a 28.68% increase [1] - The "Box" model sales also saw a rise, with 65,942 units sold, marking a 23.06% growth [1] Sales Performance - In the first ten months of 2025, Great Wall Motors sold 1,066,436 vehicles, representing a year-on-year growth of 9.87% [2] - The Haval brand sold 88,235 vehicles in October, up 21.41% [5] - The WEY brand's new energy vehicles saw a significant increase, with sales of 12,699 units, a growth of 95.79% [5] - Tank SUVs sold 22,306 units in October, reflecting a year-on-year increase of 16.64% [5] - The ORA brand sold 5,648 vehicles, a slight increase of 1.58% [5] - Great Wall's pickup trucks sold 14,088 units, up 9.31% [6] Product Development and Innovation - Great Wall Motors is enhancing its product matrix based on user demand to improve market competitiveness [4] - The company is committed to high-quality manufacturing, focusing on technology, off-road capabilities, and globalization [7] - The Hi4 technology received the Special Prize from the China Automotive Engineering Society, highlighting the company's advancements in smart new energy [8] - Great Wall Motors is actively engaging in global events, such as the GWM Tech Day in Australia, showcasing its technological strengths and product capabilities [8] Future Outlook - The company aims to continue its commitment to integrity and quality in manufacturing, focusing on user-centric products and sustainable development [9]

Sales Performance Summary - BYD achieved sales of 441,700 units in October, representing a year-on-year increase of 5.31% and a month-on-month increase of 11%. Cumulative sales for 2025 reached 3.7019 million units, with a year-on-year growth of 20.93% [1] - Geely Automobile reported sales of 307,100 units in October, showing a year-on-year increase of 35.49% and a month-on-month increase of 12%. Cumulative sales for 2025 reached 2.4773 million units, with a year-on-year growth of 44.33% [1] - Great Wall Motors sold 143,100 units in October, marking a year-on-year increase of 22.50% and a month-on-month increase of 7%. Cumulative sales for 2025 reached 1.0664 million units, with a year-on-year growth of 9.87% [1] - Xpeng Motors recorded sales of 42,000 units in October, a significant year-on-year increase of 76% and a month-on-month increase of 1%. Cumulative sales for 2025 reached 355,200 units, with a year-on-year growth of 190.02% [1] - Li Auto's sales were 31,800 units in October, reflecting a year-on-year decline of 38.25% and a month-on-month decline of 6%. Cumulative sales for 2025 reached 328,900 units, with a year-on-year decrease of 16.36% [1] - NIO sold 40,400 units in October, achieving a year-on-year increase of 92.59% and a month-on-month increase of 16%. Cumulative sales for 2025 reached 241,600 units, with a year-on-year growth of 41.91% [1] - Leap Motor reported sales of 70,300 units in October, with a year-on-year increase of 94.78% and a month-on-month increase of 5%. Cumulative sales for 2025 reached 465,800 units, with a year-on-year growth of 126.93% [1] - Zeekr's sales were 21,400 units in October, showing a year-on-year decline of 14.48% but a month-on-month increase of 17%. Cumulative sales for 2025 reached 165,000 units, with a year-on-year decrease of 1.73% [1] - Deep Blue sold 36,800 units in October, marking a year-on-year increase of 69.33% and a month-on-month increase of 9%. Cumulative sales for 2025 reached 262,400 units, with a year-on-year growth of 80.66% [1] - Lantu reported sales of 17,200 units in October, achieving a year-on-year increase of 69.52% and a month-on-month increase of 13%. Cumulative sales for 2025 reached 114,200 units, with a year-on-year growth of 82.14% [1]

Core Insights - Great Wall Motors reported a total production of 140,500 units in October 2025, representing a year-on-year increase of 22.01% compared to 115,153 units in the same month last year [2] - Cumulative production from January to October 2025 reached 1,060,316 units, up 9.7% from 966,579 units in the same period last year [2] - Total sales in October 2025 were 143,078 units, a 22.5% increase from 116,799 units in October 2024 [2] - Cumulative sales for the first ten months of 2025 were 1,066,436 units, reflecting a 9.87% increase from 970,612 units in the same period last year [2] Brand Performance - Haval brand sold 88,235 units in October 2025, a 21.41% increase from 72,675 units in the same month last year; cumulative sales for the year reached 616,718 units, up 13.28% from 544,423 units [3] - WEY brand experienced significant growth, with October sales of 12,699 units, a 95.79% increase from 6,486 units last year; cumulative sales reached 76,292 units, up 96.25% from 38,874 units [4] - Great Wall Pickup sold 14,088 units in October, a 9.31% increase from 12,888 units last year; cumulative sales for the year were 150,311 units, up 3.66% from 145,006 units [4] - Ora brand saw a slight increase in October sales to 5,648 units, up 1.58% from 5,560 units last year; however, cumulative sales dropped 32.99% to 35,334 units from 52,726 units [5] - Tank brand sold 22,306 units in October, a 16.64% increase from 19,123 units last year; cumulative sales were 187,449 units, a slight decrease of 0.79% from 188,933 units [5] Production Insights - Haval brand's production in October was 83,874 units, a 12.15% increase from 74,785 units last year; cumulative production reached 597,777 units, up 7.65% from 555,313 units [3] - WEY brand's production doubled in October to 13,079 units, a 100.88% increase from 6,511 units last year; cumulative production reached 79,546 units, up 100.02% from 39,770 units [4] - Great Wall Pickup's production in October was 14,822 units, a 21.94% increase from 12,155 units last year; cumulative production reached 152,456 units, up 9.13% from 139,695 units [4] - Tank brand's production in October was 22,325 units, a 40.01% increase from 15,945 units last year; cumulative production reached 193,734 units, up 5.76% from 183,183 units [5] Export and New Energy Vehicle Sales - Great Wall Motors exported 57,158 units in October 2025, with cumulative overseas sales reaching 391,339 units for the year, indicating stable performance in international markets [5] - Sales of new energy vehicles in October totaled 46,155 units, with cumulative sales for the first ten months reaching 324,618 units, highlighting the importance of this segment for overall sales growth [5]