证券代码：000625(200625) 证券简称：长安汽车（长安 B） 公告编号：2026-02 重庆长安汽车股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 1．重庆长安汽车股份有限公司（以下简称"公司"）本次回购注销原 32 名激励对象已获授但尚未解除限售的 A 股限制性股票共 1,161,948 股，占回购 注销前公司总股本的 0.01%。 2．中国证券登记结算有限责任公司深圳分公司确认已于 2026 年 1 月 15 日办理完成公司本次部分限制性股票回购注销事宜。本次注销符合法律、行政 法规、部门规章、规范性文件、公司章程、股权激励计划等的相关规定。 2．2020 年 7 月 29 日至 2020 年 8 月 16 日，公司将 A 股限制性股票激励 计划首次授予拟激励对象的姓名和职务进行了公示，公示期内，公司监事会未 收到任何人对拟激励对象名单提出的异议。 3．2021 年 1 月 6 日，公司收到中国兵器装备集团有限公司转发的国务院 国有资产监督管理委员会《关于重庆长安汽车股份有限公司实施 ...

据宁德时代官方微信号1月15日消息，1月14日，中国长安汽车与宁德时代在重庆签署为期五年的全面深化战略伙伴关系备忘录，围绕技术应用、市场拓展、 模式创新、海外布局及品牌传播等方向开展合作。中国长安汽车总经理赵非与宁德时代市场体系联席总裁韩伟代表双方签署，重庆市副市长郑向东、中国长 安汽车董事长朱华荣、宁德时代董事长兼CEO曾毓群出席并见证签约。 图片来源：每日经济新闻 梁枭 摄 中国长安汽车作为经国务院批准、于2025年新设立的中央大型汽车集团，业务覆盖整车、核心零部件、汽车金融与服务等多个领域，正全力打造智能汽车机 器人、飞行汽车等代表新质生产力的未来产业。 去年，宁德时代还与首汽集团、东风商用车签署战略合作协议，在多个领域推进合作，引领行业发展。 据宁德时代官网，2025年9月25日，宁德时代与首汽集团签署战略合作协议。双方将在汽车客运、汽车租赁、汽车服务、汽车能源供应等领域推进车辆电动 化转型、售后服务、废旧电池回收、充换电设施布局合作，围绕国家"双碳"目标，加快打造出行服务新能源转型发展"新样板"。 首汽集团作为全方位汽车出行服务提供商，旗下拥有庞大的车辆运营规模、多元的出行服务场景与成熟的高端服务经 ...

据了解，未来五年，双方将聚焦换电出行、智能汽车机器人、飞行汽车、具身智能等方向，探索更多跨 行业、跨场景的协同方式，拓展技术应用与商业落地空间。 北京商报讯（记者 刘晓梦）1月15日，宁德时代官方微信公众号发布消息称，已与中国长安汽车签署为 期五年的全面深化战略伙伴关系备忘录。 ...

格隆汇1月15日｜1月14日，中国长安汽车与宁德时代在重庆签署为期五年的全面深化战略伙伴关系备忘 录，围绕技术应用、市场拓展、模式创新、海外布局及品牌传播等方向开展合作。 ...

新能源汽车产业链协同再添重磅布局。1月14日，宁德时代新能源科技股份有限公司（简称：宁德时代）与重庆长安汽车股份有限公司（简称：长安汽 车）合资的时代长安动力电池项目在重庆签约，总投资达55亿元的生产基地落子川渝高竹新区北碚板块。此次签约不仅是两大行业龙头深化战略协同的关 键举措，更将补强成渝地区新能源汽车核心零部件产能短板，为川渝高竹新区跨省域产业合作注入新动能。 签约现场 据了解，时代长安动力电池项目由宁德时代与长安汽车合资设立的时代长安动力电池有限公司主导投资建设，选址川渝高竹新区北碚板块，规划占地约 1000亩，核心建设内容为25GWh动力电池生产基地。项目定位"技术领先的新能源动力电池配套基地"，将全面导入宁德时代具备领先性和迭代兼容性的 最新一代电池制造工艺，投产后将精准匹配长安汽车旗下阿维塔、深蓝、启源等核心新能源品牌的动力电池配套需求，实现核心零部件本地化供应的闭环 布局。 从项目推进节奏与经济效益来看，目前选址地块平场工作已全部完成，预计2026年一季度正式开工建设，2027年下半年实现投产，投产后3年内将达成满 产目标。根据规划，项目满产后预计每年可实现产值约100亿元，贡献年综合税收3亿 ...

当天还举行了时代长安动力电池项目签约仪式。时代长安动力电池项目位于川渝高竹新区北碚板块，是 长安汽车战略布局的关键举措，建成后主要为阿维塔、深蓝汽车、长安启源等品牌提供技术领先的新能 源汽车动力电池，将进一步加速成渝地区智能网联新能源汽车产业发展。 人民财讯1月14日电，据长安汽车消息，1月14日，中国长安汽车集团有限公司与宁德时代新能源科技股 份有限公司签署《全面深化战略伙伴关系备忘录》。未来，双方将在联合品牌、前沿技术、终端推广、 海外市场、高质量保供、合资公司等多个领域展开全方面合作，共同开拓新能源汽车市场。 转自：证券时报 ...

Investment Rating - The report rates the automotive industry as "Overweight," indicating an expectation for the industry to outperform the overall market [11]. Core Insights - Changan Automobile is highlighted for its focus on Avita, which is expected to become a valuable asset as it prepares for a Hong Kong IPO, supported by state-owned enterprise backing [2][3]. - Qianli Technology's partnership with Geely is anticipated to unlock significant growth potential in its intelligent driving systems, targeting the 150,000 to 500,000 yuan market segment, with expectations for improved profit margins [2][3]. - WeRide's overseas business is progressing better than expected, with annual revenue per vehicle in the Middle East projected to reach $90,000, potentially contributing 1 billion yuan in profits if it scales to 10,000 units by 2030 [4]. - Alter's AI tools are noted for their unique application in the automotive sector, with a projected revenue growth of around 40% in 2026, primarily driven by product enhancements [5]. Summary by Company Changan Automobile - Focus on Avita's IPO and brand positioning is crucial for sales growth, moving away from price competition [2][3]. Qianli Technology - Collaboration with Geely is expected to enhance the scalability of its intelligent driving systems, with a focus on achieving superior profit margins [2][3]. WeRide - The company is set to benefit from overseas market expansion, with significant profit potential from scaling operations in the Middle East [4]. Alter - The company is leveraging AI to enhance design efficiency, with expectations for a turnaround in profitability by 2027-2028 [5].

【纠错】 【责任编辑:刘子丫】 川渝高竹新区位于重庆市北碚区茨竹镇与四川省广安市邻水县高滩镇交界处，已初步形成以汽车零 部件制造为主导的产业集群。 新华社重庆1月14日电（记者周闻韬）1月14日，时代长安动力电池项目在重庆举行签约仪式，项目 总投资约55亿元，选址于川渝高竹新区北碚板块，建成后将推动成渝地区新能源汽车产业发展。 据悉，时代长安动力电池项目由宁德时代、长安汽车合资设立的时代长安动力电池有限公司投资建 设，占地约1000亩，将新建25GWh动力电池生产基地。这个项目以打造"技术领先的新能源动力电池配 套基地"为定位，将导入宁德时代具有领先性和迭代兼容性的最新一代电池工艺，是"川渝合作、双向赋 能、成果共享"推动新质生产力发展的示范性项目。项目建成后，可为长安汽车旗下阿维塔、深蓝、启 源等品牌提供新能源汽车动力电池配套需求。项目预计2027年下半年正式投产，达产后年产值约100亿 元。 ...

Core Insights - The Chinese automotive industry is projected to achieve record production and sales figures of 34.53 million and 34.40 million vehicles respectively in December 2025, maintaining its position as the world's largest market for 17 consecutive years [1][4]. Group 1: Market Performance - The passenger vehicle market is experiencing steady growth, significantly contributing to the overall automotive market expansion [5]. - The commercial vehicle market is recovering, with production and sales increasing by over 10%, surpassing 4 million units [5]. - New energy vehicles (NEVs) are leading the market, with production and sales exceeding 16 million units, accounting for over 50% of domestic new car sales [5]. Group 2: Export and Trade - The automotive export market shows strong resilience, with total exports exceeding 7 million vehicles, including 2.615 million NEVs, marking a new high in export scale [5]. Group 3: Market Concentration - The top fifteen automotive groups sold a total of 31.741 million vehicles, reflecting a year-on-year growth of 9.1%, which constitutes 92.3% of total vehicle sales, slightly down by 0.3 percentage points from the previous year [5][7]. - The top three groups, BYD, SAIC, and Geely, accounted for 36.6% of total vehicle sales [5][7]. - In the NEV segment, the top fifteen groups sold 15.669 million units, a year-on-year increase of 29.2%, representing 95% of total NEV sales, up by 0.7 percentage points from the previous year [5][7].

Core Insights - The Chongqing smart connected new energy vehicle market is gaining significant attention as companies report impressive sales figures for 2025, indicating a strong growth trajectory in the industry [1][2][3] Group 1: Company Performance - Changan Automobile reported a total sales volume of 2.913 million units in 2025, marking an 8.5% year-on-year increase, achieving the highest sales in nearly nine years [1] - Seres announced a total sales volume of 472,269 units for the year, reflecting a 10.63% year-on-year growth [1] - The AITO brand, under Seres, delivered over 420,000 vehicles in 2025, leading the high-end new energy vehicle market [1][3] Group 2: Technological Advancements - Changan has made significant technological strides with its self-developed "Golden Shield" battery and the industry’s first multi-in-one electric drive technology, which have entered mass production [4] - The company has also launched the "Tianshu Intelligent" brand, leveraging its technological advantages to enhance market competitiveness [4] - Seres is focusing on a "software-defined vehicle" approach, introducing several industry-leading technologies to strengthen its market position [4] Group 3: Global Expansion - Changan's overseas sales reached 637,000 units in 2025, up 18.9% year-on-year, with plans to establish 20 factories in countries like Brazil and Indonesia [6] - Seres successfully listed on the Hong Kong Stock Exchange, becoming the first luxury new energy vehicle company to achieve an "A+H" listing, facilitating global resource integration and technological collaboration [6] Group 4: Autonomous Driving Development - Chongqing has introduced L3-level autonomous driving vehicles, with Changan receiving the first official license plate for such vehicles in China [8][9] - The city’s complex geographical environment serves as a testing ground for autonomous driving technologies, enhancing their development and validation [10] Group 5: Industry Ecosystem - Chongqing has developed a robust automotive industry ecosystem, led by Changan, Seres, and Qianli Technology, with over a thousand supporting parts manufacturers [11] - The region has established a cluster advantage in software and system capabilities necessary for intelligent driving, with numerous digital workshops and smart factories [12] Group 6: Green Initiatives - In 2025, Chongqing produced nearly 1.3 million new energy vehicles, supported by intelligent manufacturing and carbon reduction initiatives [12] - Financial innovations, such as the establishment of a 1 billion yuan fund, are driving the green transformation of the new energy vehicle industry [14]