Group 1 - Brazilian President Lula inaugurated Great Wall Motors' factory in Iracemapolis, São Paulo, emphasizing the importance of industrial growth, job creation, and technology in Brazil [1][3] - Lula welcomed foreign companies to Brazil while criticizing the departure of Western firms, particularly highlighting the impact of U.S. tariffs on Brazilian goods [3][5] - Great Wall Motors aims to produce 30,000 vehicles annually by the end of 2025 and plans to invest 4 billion reais (approximately 532 million yuan) in Brazil by 2026, with an additional 6 billion reais planned from 2027 to 2032 [5][8] Group 2 - The factory previously belonged to Mercedes-Benz and ceased operations in December 2020 due to market conditions and the pandemic; Great Wall Motors acquired the facility, including 1.2 million square meters of land and all production equipment [5][8] - Great Wall Motors is the first company to receive the Brazilian federal government's green mobility certification and will focus on producing hybrid and electric vehicles [8] - The establishment of Great Wall Motors' factory is seen as a significant development for Brazil's automotive industry, marking the country as a new battleground for global car manufacturers and a center for regional automotive innovation [8]

Core Points - The inauguration of Great Wall Motors' factory in Brazil marks a significant milestone in Sino-Brazilian relations, coinciding with the 51st anniversary of diplomatic ties [1][3] - The factory's first model, the Haval H6GT, has officially entered the Brazilian market, with Brazilian President Lula signing the vehicle's hood during the ceremony [1][3] Group 1: Company Developments - Great Wall Motors' factory in Brazil is positioned as the company's third largest overseas manufacturing center, with an initial production capacity of 20,000 units per year, set to increase to 50,000 units [3] - The factory is designed for smart production and can manufacture various energy models, including hybrid electric vehicles (HEV), plug-in hybrid electric vehicles (PHEV), and diesel-powered vehicles [3] - The establishment of the factory is expected to create over 1,000 direct jobs in Brazil [3] Group 2: Market Performance - In the first half of this year, Great Wall Motors sold over 15,700 vehicles in Brazil, reflecting a year-on-year growth of 19.8% [4] Group 3: Strategic Importance - The factory's opening is seen as a commitment to the Brazilian market and a starting point for future collaboration with Latin American partners [3] - The automotive investment cooperation has become a new highlight in Sino-Brazilian relations, with several Chinese companies, including BYD, Chery, and GAC, launching local investment and production plans [3]

巴西工厂的竣工投产，并非简单的海外落子，而是长城汽车全球化战略"生态出海"模式的关键落点。自1997年开启出海之路以来，作为中国首批"走出去"的车企之一，长城汽车已完成从单一产 支撑这一跨越的，是长城汽车"国际新四化"战略的深度落地——以产能在地化筑牢根基，以经营本土化融入市场，以品牌跨文化打破壁垒，以供应链安全化抵御风险。在这一框架下，长城汽车实 自进入巴西市场以来，长城汽车业绩稳步攀升：三年内实现年销量2.9万辆；2025年上半年销量突破1.57万辆，同比增长19.8%，超出行业平均水平17个百分点。这份亮眼成绩为巴西工厂投产 长城汽车的"生态出海"模式，不仅有效促进了中巴汽车产业资源整合与技术协同创新，更通过创造就业、带动产业链发展，激活了当地经济活力，实现真正的互利共赢。这一模式也为更多中国汽 未来，长城汽车将以巴西工厂为战略支点，持续深化"研产供销服"一体化的"生态出海"模式，加速拓展拉美市场。同时，依托拉美市场的辐射效应，公司将进一步优化全球市场布局。这一战略 责任编辑：江钰涵 北京时间8月16日凌晨，长城汽车巴西工厂正式竣工投产。巴西总统卢拉、副总统阿尔克明、中国驻巴西大使祝青桥、巴西劳工部部长 ...

Group 1 - The State Intellectual Property Office of China has published a patent application by Great Wall Motor Company Limited titled "Vehicle Control Method, Electronic Device, and Vehicle," with publication number CN120481988A and application date of June 2025 [1] - The patent describes a vehicle control method that determines target motor torque limits based on vehicle operation information when an idle control switch request is detected, allowing for a reduction in generator motor torque limits [1] - The method aims to stabilize engine idle control by minimizing fluctuations in engine load torque and speed, facilitating a switch from hybrid control unit to engine control module for idle control [1] Group 2 - Great Wall Motor Company Limited was established in 2001 and is located in Baoding City, primarily engaged in the automotive manufacturing industry [2] - The company has a registered capital of approximately 8.49 billion RMB and has invested in 75 enterprises, participated in 2,581 bidding projects, and holds 5,000 trademark and patent records [2] - Additionally, the company possesses 639 administrative licenses, indicating a robust operational framework and extensive involvement in various business activities [2]

Core Viewpoint - The completion and production launch of Great Wall Motors' factory in Brazil marks a significant milestone in the company's globalization strategy and serves as a model for high-quality export of the Chinese automotive industry, highlighting the deep integration of the automotive supply chain between China and Brazil [1][9]. Group 1: Factory Overview - The Great Wall Motors factory in Brazil is located in Iracemapolis, São Paulo, covering an area of 1.2 million square meters with a building area of 94,000 square meters [8]. - The factory has a production capacity of 50,000 vehicles per year and will initially produce key models such as the Haval H6 series and Haval H9 [8]. - The factory is strategically positioned to serve the Latin American market, connecting Eurasia, Southeast Asia, and Latin America [5][6]. Group 2: Strategic Importance - The factory serves as a strategic hub for Great Wall Motors in Latin America, facilitating shorter delivery times and enhanced local service capabilities [6]. - The establishment of the factory is part of Great Wall Motors' "ecological export" model, which has evolved from simple product exports to a comprehensive value chain approach [9][11]. - Great Wall Motors has over 1,400 overseas sales channels and has sold over 2 million vehicles globally, indicating a robust international presence [9]. Group 3: Local Integration and Economic Impact - Great Wall Motors has integrated deeply into Brazilian society through cultural initiatives, fostering a two-way cultural dialogue and enhancing local community ties [8][13]. - The company's operations have contributed to job creation and the development of the local automotive supply chain, stimulating economic activity in the region [13][14]. - Since entering the Brazilian market, Great Wall Motors has seen steady sales growth, achieving a 19.8% year-on-year increase in sales in the first half of 2025, surpassing the industry average [11]. Group 4: Future Outlook - Great Wall Motors plans to use the Brazilian factory as a strategic base to further deepen its "ecological export" model and expand its presence in the Latin American market [14]. - The company aims to optimize its global market layout, enhancing the competitiveness of "Chinese manufacturing" on the world stage [14].

Core Viewpoint - Great Wall Motors officially opened its factory in Brazil on August 16, marking a significant milestone in its international expansion strategy [1][2]. Group 1: Company Expansion - The opening of the Brazil factory signifies Great Wall Motors' commitment to establishing a presence in the Latin American market [2]. - The company has a history of international operations, having sold over 2 million vehicles overseas since its first international venture in 1997 [2]. Group 2: Technological Advancement - Great Wall Motors plans to introduce its advanced Hi4 hybrid four-wheel drive technology to the Latin American market through the new factory [2]. Group 3: Industry Impact - The establishment of the Brazil factory is seen as a new starting point for Great Wall Motors' "ecological overseas" strategy, aiming to showcase the strength of Chinese automotive manufacturing globally [2].

长城汽车董事长魏建军在微博发文称，长城汽车巴西工厂在北京时间8月16日凌晨正式开业，巴西总统 卢拉亲临现场。 ...

【环球网报道】据路透社报道，巴西总统卢拉当地时间15日在中国汽车制造商长城汽车位于圣保罗州的 一家工厂开幕式上表示，巴西始终对商业合作持开放态度，欢迎来巴西开展业务。 卢拉在仪式上说，"信赖巴西政府。想离开的人请自便。愿意来的人，我们张开双臂欢迎。"卢拉提到， 过去福特和梅赛德斯等汽车制造商曾决定缩减在巴西的业务，但他对新企业的到来表示欢迎。 在讲话中，卢拉还批评美国对巴西商品征收50%关税的措施，并表示巴西正面临"不必要的动荡"。 路透社援引一份新闻稿介绍称，长城汽车巴西分公司年产目标可达5万辆，未来向拉丁美洲出口汽车 后，预计将创造2000多个就业岗位。 ...

【中泰汽车|何俊艺团队】汽车周报（08/04-08/10） 持续看好强势自主整车，年度重视整车&智驾&机器人 汽车行业首席分析师：何俊艺 S0740523020004 hjy@zts.com.cn 汽车行业分析师：汪越 S0740525010002 汽车行业分析师：刘欣畅 S0740522120003 liuxc03@zts.com.cn 汽车行业分析师：白臻哲 S0740524070006 baizz@zts.com.cn wangyue07@zts.com.cn 证券研究报告 2025年8月15日 目 录 一 、核心观点：持续看好强势自主整车，年度重视整车&智驾&机器人 二、行情跟踪：全行业&汽车板块&覆盖标的跟踪 三、行业景气度：终端&订单&出口总量+分车企数据跟踪 四、重要新闻 五、个股跟踪 六、风险提示 2 汽车行业分析师：毛䶮玄 S0740523020003 核心观点：持续看好强势自主整车，年度重视整车&智驾&机器人 n 周度核心数据： maoyx@zts.com.cn • ①内销：本周（8/04-8/10）上险总量38.3w，低于40w周度荣枯线（同比-21%/环比-18.5% ）。新能源周度上 ...

每经记者｜段思瑶 每经实习编辑｜余婷婷 蓄力已久的长城汽车超豪华品牌，又有了新动作。 8月15日，《每日经济新闻》记者从长城控股招标中心获悉，长城汽车正在对超豪车BG品牌策划项目进行招标。具体内容是"招募具有超豪品牌服务经验与 目标人群洞察的供应商，协助长城汽车超豪车BG品牌的搭建"。 从招标项目内容来看，长城超豪车BG品牌还处于前期搭建阶段。比如，要求供应商明确超豪车BG品牌的品牌主张、优化品牌及产品命名体系等。 今年年初，长城汽车内部小范围宣布了一则人事任命。新设立的组织名为"长城超豪车BG"，由长城汽车董事长魏建军担任新品牌的董事长，长城汽车原技 术副总裁宋东先为CEO，张晓波为CTO。随后，长城汽车在官网挂出了一则超豪车营销负责人CMO的招聘信息，但至今未公布这一岗位的人事任命。 据悉，魏建军给长城超豪车BG品牌设定的理念是"高品质，小批量"，且研发进程一直由其本人亲自监督。这一理念的提出，意味着在产品的定义、开发、 制造以及销售等各个环节，都将与量产车有显著区别。 关于超豪车BG品牌的推进速度，长城汽车显得很迫切。在上述招标项目中，长城汽车要求投标主体"合同签订一周内必须到岗"。 长城汽车欲尽快入场 ...