10月1日，比亚迪、小米汽车等车企相继发布9月份的交付数据。 比亚迪股份公告，9月新能源汽车总销量396,270辆，去年同期为419,426辆；本年累计销量3,260,146辆， 累计同比增长18.64%。 鸿蒙智行公布数据显示，9月全系共交付新车52916台，全系累计交付突破95万台。 长城汽车公布数据显示，9月销售新车13.36万辆，同比增长23.29%。 吉利汽车9月销量273,125辆，同比增长35%。 零跑汽车9月交付量达66,657辆，同比增长97.4%，环比增长16.81%，刷新了造车新势力的单月交付最高 纪录，并连续七个月领跑新势力交付榜。零跑汽车以"高性价比"策略聚焦主流市场，其中B系列和C系 列车型在10万~20万元市场区间表现尤为突出。 小鹏汽车9月交付新车41,581辆，同比增长94.74%，环比增长10.27%，单月交付量首次突破4万辆，并连 续11个月交付过3万；1~9月，累计交付313,196辆，同比增长217.77%。 蔚来汽车9月交付新车34,749辆，同比增长64.06%，连续两个月交付量突破3万辆。其中，蔚来品牌交付 新车13,728辆；乐道品牌交付新车15,246辆；f ...

长城汽车（601633）(02333)发布公告，于2025年9月，汽车销量合计约13.36万台，同比增长23.29%;产 量约13.44万台，同比增长25.38%。 1-9月，汽车销量合计约92.34万台，同比增长8.15%;产量合计约91.98万台，同比增长8.03%。 ...

格隆汇10月1日｜长城汽车：9月汽车销量133639辆，新能源汽车销量45961辆。 ...

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 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10月1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 | | | | 2,318,776,000 | RMB ...

长城汽车：9月汽车销量133639辆，新能源汽车销量45961辆。 ...

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 ： 02 33 3（ 港 幣 櫃 台 ） 及 823 33（ 人 民 幣 櫃 台 ） 自願公告 2025年9月產銷快報 9月海外銷售50,269台，1-9月累計銷售334,181台。 9月新能源車銷售45,961台，1-9月累計銷售278,463台。 務請注意，上述產銷量數字未經審核，亦未經本公司審計師確認，或會予以調整並有待最終確認。本公司刊發財務業績後，股東及潛在投資者務必詳閱。 本公告乃承本公司董事會之命而刊發 ...

Core Viewpoint - The company aims to become a global leader in high-end electric vehicle tires, leveraging its product advantages in the electric vehicle sector [1] Group 1: Product Performance - The company has developed ultra-high-performance tires specifically for electric vehicles, excelling in NVH (Noise, Vibration, Harshness), dry and wet braking, and handling [1] - The rolling resistance of the tires has surpassed 0.5%, providing unique advantages in terms of energy efficiency and driving range [1] Group 2: Market Positioning - The company is continuously obtaining qualifications as a qualified supplier for globally renowned OEMs, including Volkswagen Group, Audi, Renault, Stellantis, GAC Toyota, Guangzhou Automobile, Great Wall Motors, Geely, BAIC, and Chery [1] - The company is enhancing its supply capabilities for electric vehicle components to leading global automakers, with expectations for a steady increase in the share of related automakers and models in the future [1]

Group 1 - The import value of automotive parts in August 2025 reached $2.05 billion, a year-on-year decrease of 17.9% and a month-on-month increase of 3.5% [2] - From January to August 2025, the total import value of automotive parts was $14.27 billion, reflecting a year-on-year decline of 22.1% [2] - Tesla upgraded the front-row airbag response logic to enhance safety by predicting accidents through the Tesla Vision system [2] Group 2 - Great Wall Motors is advancing its "Four Modernizations Strategy," with engineering R&D personnel reaching 23,000 [4] - The company aims to provide a reference model for healthy development in the automotive industry through its differentiated approach [4] - A new supercar model from Great Wall Motors is planned for release by the end of 2026 [4]

Core Insights - The interview with Wei Jianjun, Chairman of Great Wall Motors, reveals the company's strategy to navigate the challenges in the Chinese automotive market, emphasizing a shift from chaotic competition to value-based competition [5][23]. Group 1: Market Context - In 2025, the Chinese automotive market is experiencing an 8% year-on-year increase in passenger car sales, but industry profit margins have dropped to 5.1%, the lowest in five years, due to issues like excessive marketing and homogenized competition [1][5]. Group 2: Company Strategy - Wei Jianjun advocates for a long-term approach to overcome market challenges, encapsulated in the principle of "integrity and conscientious manufacturing," which serves as a guiding star against industry volatility [6][8]. - The company has committed over 10 billion yuan in R&D for three consecutive years, with a projected R&D investment ratio of 5.2% in 2024, positioning it among the leaders in domestic automotive R&D [8][9]. Group 3: R&D and Innovation - Great Wall Motors has established a robust R&D framework, including advanced facilities like the environmental wind tunnel and Asia's largest independent safety testing lab, reflecting its commitment to high-quality vehicle development [9][10]. - The company has a team of 23,000 engineers and has applied for nearly 50,000 patents, with over 30,000 granted, of which more than 40% are in the field of new energy [8][12]. Group 4: Global Expansion - Great Wall Motors has established three full-process bases in Thailand and Brazil, along with KD factories in Ecuador, and has over 1,400 overseas service channels, achieving cumulative overseas sales of over 2 million vehicles [10][12]. - The company's global strategy focuses on comprehensive output of technology, industry, and services, with overseas sales projected to reach 454,100 units in 2024, marking a 44.61% year-on-year increase [12][21]. Group 5: Value Principles - The company adheres to the "Four Not to" principles, which include respecting capital, valuing users, maintaining ethical standards, and protecting the industry ecosystem, aiming to reject short-term profit temptations [15][16]. - These principles are operationalized through a "user value audit" mechanism, ensuring that new vehicles meet rigorous real-world testing standards before market release [15][16]. Group 6: Strategic Framework - The "Four Modernizations Strategy" includes equal emphasis on fuel and electric vehicles, diversification of new energy sources, and strategic globalization, which are not isolated but interconnected approaches to enhance competitiveness [16][18]. - The company aims to ensure that fuel and electric vehicles meet the same quality standards, which has led to growth in a declining fuel vehicle market [18][20]. Group 7: Future Outlook - Wei Jianjun expresses optimism for the future of the automotive industry in China, suggesting that with perseverance, the country could emerge as a leading automotive power in 20 years [23].

Core Insights - Longhua Automobile plans to launch a supercar by the end of next year, showcasing its ambition to enter new market segments despite challenges in the automotive industry [1][7] - The company emphasizes value creation, integrity, and customer satisfaction as its core principles, which guide its operations and strategic decisions [1][4] Investment and R&D - Longhua has invested over 3 billion yuan in a state-of-the-art wind tunnel testing facility, which can simulate various environmental conditions, making it one of the few in the country [2][3] - The company has consistently invested over 10 billion yuan annually in R&D for the past three years, totaling over 50 billion yuan, and has established 11 core technology testing labs [3][8] - Longhua has completed over 600 million kilometers of vehicle validation, demonstrating its commitment to safety and quality [3][4] Safety and Quality Assurance - The company adheres to a strict quality control process, emphasizing safety as a top priority, with significant investments in crash testing and safety validation [4][9] - Longhua's recent crash tests showcased the effectiveness of its safety features, with high costs associated with the testing process, reflecting its dedication to protecting drivers [4][9] Strategic Vision - Longhua's strategic approach includes a "Four No's" principle, focusing on long-term value rather than short-term gains, and maintaining integrity in its operations [8][12] - The company aims for a global presence, with local production and job creation in international markets, such as achieving a 50% localization rate in Thailand and creating 2,000 jobs in Brazil [10][11] Market Performance - In Q2, Longhua reported revenue of 52.316 billion yuan, a year-on-year increase of 7.72%, and a net profit of 4.586 billion yuan, reflecting a strong performance in a challenging market [9][10] - The company sold 312,000 vehicles in Q2, marking an 11.63% increase year-on-year, indicating robust demand and operational efficiency [9][10] Future Outlook - Longhua is preparing to launch its supercar after four to five years of development, supported by significant investments in technology and talent acquisition [7][8] - The company advocates for a balanced approach to energy sources, promoting a diverse range of vehicle technologies, including internal combustion, hybrid, and electric vehicles [11][12]