长安汽车金融有限公司召开2026年工作会议。 日前，长安汽车金融有限公司召开2026年工作会议。据了解，公司在2025年及"十四五"收官之年，展现 出强劲的增长势头和战略聚焦。该公司已锚定"打造智能产业金融平台，建设一流科技汽车金融公司"这 一战略愿景。进入2026年，该公司在战略定位升级、业务增长新引擎、科技与风控的持续进化、合规与 消费者权益保护等方面都可望成为关注焦点。 经营发展"量质齐升"，新能源业务占三成 回顾2025年，该公司营业收入、利润总额预算达成率双100%，信贷投放规模同比增长超过10%，业务 单量持续增长，新能源业务同比增长114%，占比升至33%。 长安汽车金融有限公司党委书记、董事长叶宇昕指出，面对错综复杂的内外部形势，公司研究制定 了"十五五"时期"一顶四梁八柱"全新规划蓝图，明确了总体战略目标，即：立足产业金融定位，服务汽 车产业发展，实现"1431"高质量发展目标，建设成为一流科技汽车金融公司。 随着"十四五"圆满收官，长安汽车金融有限公司营业收入、利润总额成功实现战略目标，累计信贷投放 5500亿元，连续获得上级单位党建与经营业绩考核双"A"级。同时，焕新"产融结合"服务产业 ...

编辑 岳彩周 校对 杨许丽 新京报贝壳财经讯（记者王琳琳）长安汽车2月12日发布公告，长安汽车董事、总会计师、董事会秘书 张德勇因工作变动，辞去所有职务，不再担任公司任何职位，将由倪尔科接任总会计师及董事会秘书， 并提名为董事候选人。 长安汽车公告称，张德勇持有公司股票377980股，将严格按照相关规定进行管理。新京报贝壳财经记者 从知情人士处获悉，张德勇将调任中国电气装备集团，担任总会计师。 据了解，倪尔科历任长安汽车财务部副部长、部长，重庆南方摩托车有限责任公司总经理助理、事业部 财务部部长、总会计师，长安汽车金融有限公司监事长、党委副书记、纪委书记等职务。目前未持有公 司股票，其董事任职尚需股东大会审议。 ...

Recent Events - In January 2026, domestic passenger car retail sales reached 1.544 million units, a year-on-year decline of 13.9%, primarily due to the effects of policy withdrawal [2] - The export market showed strong performance, with 576,000 passenger cars exported in January, marking a 52% year-on-year increase and setting a historical record for the same period, including 286,000 new energy vehicles, which saw a significant increase of 103.6% [2] - On February 6, autonomous driving company Pony.ai announced a strategic partnership with domestic GPU company Moore Threads to advance the large-scale application of Level 4 autonomous driving technology [2] Stock Performance - Zotye Auto (000980) announced on February 11 that it is fully committed to resuming production in its vehicle segment [3] - On February 12, Xinwanda (300207) reported that its subsidiary reached a settlement regarding battery cell quality issues with Weir Electric Vehicles, which is expected to impact the company's net profit attributable to shareholders by 500 million to 800 million yuan for 2025 [3] - Ford Motor Company reported a fourth-quarter adjusted EBIT of $1.04 billion on February 11, a significant year-on-year decrease of 51% [3] Financial Report Analysis - Ford's total revenue for the fourth quarter was $45.9 billion, a year-on-year decrease of 4.8%, with adjusted earnings per share at $0.13, down from $0.39 in the previous year, reflecting the challenges faced by U.S. automakers in their transition to electrification [4] - General Motors emphasized on February 11 that its localization rate in the Chinese supply chain has exceeded 95%, showcasing its deep localization strategy in the Chinese market [4] Strategic Advancements - Li Auto's CEO Li Xiang previewed the new Li Auto L9 on February 5, describing it as the "pioneering work of embodied intelligent robots" [5] - Xiaomi Auto announced on February 12 the first batch of its new generation SU7 to be available in 30 stores across 7 cities, with an expected launch in April [5] - Changan Automobile (000625) officially launched its global sodium battery strategy on February 5, unveiling the world's first mass-produced passenger vehicle powered by sodium batteries [5] - Multiple new energy vehicle startups announced a dense lineup of new product plans for 2026 [5]

（记者 王晓波） 因公司经营管理需要，公司董事会提名倪尔科先生为公司第九届董事会董事候选人。同时，经公司董事 会提名与薪酬考核委员会审查，董事会同意聘任倪尔科先生为公司总会计师、董事会秘书，任期自本次 董事会会议审议通过之日起至第九届董事会任期届满之日止。关于董事变更尚需提交公司股东会审议。 每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 每经AI快讯，长安汽车2月12日晚间发布公告称，公司董事会收到董事张德勇先生提交的书面辞职报 告。张德勇先生因工作变动，申请辞去公司董事、总会计师、董事会秘书职务。张德勇先生辞职不会影 响公司董事会工作的正常运行，辞职报告自送达公司董事会之日起生效。 ...

（记者 王晓波） 每经头条（nbdtoutiao）——打造百万元级尊界的江淮，迎来葛卫东、方文艳联手投资：两人各掏10亿 元，公司股价应声大涨！复盘历史：牛散参与定增有赚也有亏 每经AI快讯，长安汽车2月12日晚间发布公告称，公司第九届第五十三次董事会会议于2026年2月12日 在长安汽车金融城会议室以现场结合视频方式召开。会议审议了《关于董事、高级管理人员变更的议 案》等文件。 ...

重庆长安汽车股份有限公司 关于公司董事、高级管理人员变更的公告 证券代码：000625(200625) 证券简称：长安汽车（长安 B） 公告编号：2026-08 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。 意见的情形；与持有公司5%以上股份的股东、实际控制人、公司其他董事、高 级管理人员不存在关联关系；不是失信被执行人；符合有关法律、行政法规、 部门规章、规范性文件、《深圳证券交易所股票上市规则》及交易所其他相关 规定等要求的任职资格。倪尔科先生当选公司非独立董事后，第九届董事会中 兼任公司高级管理人员以及由职工代表担任的董事人数总计不超过公司董事 总数的二分之一，符合相关法律法规的要求。截至本公告披露日，倪尔科先生 暂未取得深圳证券交易所董事会秘书任职培训证明，其具有履行职责所必须的 5年以上财务、管理工作经验，具备董事会秘书任职能力。 关于董事变更尚需提交公司股东会审议。 董事会秘书倪尔科先生的联系方式如下： 一、董事、高级管理人员变更情况 2026 年 2 月 12 日，重庆长安汽车股份有限公司（以下简称"公司"）董 事会收到董事张德勇先生提交的书面 ...

重庆长安汽车股份有限公司 第九届董事会第五十三次会议决议公告 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。 公司于 2026 年 2 月 12 日在长安汽车金融城会议室以现场结合视频方式召 开第九届董事会第五十三次会议，会议通知及文件于 2026 年 2 月 11 日通过邮 件等方式送达公司全体董事。会议应到董事 7 人，实际参加表决的董事 7 人。 会议由董事长朱华荣先生主持。本次会议的召开符合《公司法》和《公司章程》 等有关规定，会议形成的决议合法、有效。会议审议通过了以下议案： 1.审议通过了《关于董事、高级管理人员变更的议案》 证券代码：000625(200625) 证券简称：长安汽车（长安 B） 公告编号：2026-07 本议案已经公司董事会提名与薪酬考核委员会与审计委员会审议通过。 详细内容见同日披露于巨潮资讯网（www.cninfo.com.cn）及《中国证券 报》《证券时报》《证券日报》《上海证券报》的《关于公司董事、高级管理 人员变更的公告》（公告编号：2026-08）。 关于董事变更尚需提交公司股东会审议。 重庆长安汽车股份有限公司董事会 ...

Core Viewpoint - The retail sales of passenger cars in China experienced a significant decline in January 2026, with a total of approximately 1.544 million units sold, representing a year-on-year decrease of 13.9% [1][2]. Retail Performance - In January 2026, retail sales for different vehicle categories were as follows: sedans at 622,000 units (down 24.7%), MPVs at 79,000 units (up 1.0%), SUVs at 843,000 units (down 5.2%), and microvans at 14,000 units (up 2.5%) [2]. - The total retail sales for narrow passenger vehicles were 1.544 million units, down 13.9% compared to the same month last year [2]. Market Analysis - The decline in the passenger car market is viewed as a short-term fluctuation rather than a long-term trend, attributed to the expiration of the new energy vehicle purchase tax exemption policy at the end of 2025 [3]. - The market is expected to face a low point in February 2026 due to the post-holiday consumption slowdown, which may help alleviate retail inventory pressure [3]. Brand Performance - In January 2026, retail sales for domestic brands were 890,000 units (down 18%), while mainstream joint venture brands sold 470,000 units (down 4%), and luxury vehicles sold 180,000 units (down 15%) [4]. - Major domestic brands like Geely, BYD, Changan, and Chery saw significant declines in retail sales, with Geely down 12.6%, BYD down 53%, Changan down 33.5%, and Chery down 41% [4][6]. Joint Venture Brands - Joint venture brands showed relatively stable performance, with FAW-Volkswagen down 3.5%, SAIC Volkswagen down 9.3%, and BMW Brilliance down 3.9% [6]. - Some joint venture brands, such as FAW Toyota and GAC Toyota, experienced year-on-year growth of 8.3% and 0.3%, respectively [6]. New Energy Vehicle Market - In January 2026, retail sales of new energy vehicles (NEVs) were 596,000 units, down 20% year-on-year, while wholesale sales were 864,000 units, down 3.3% [9]. - The A00-class pure electric vehicle segment saw a drastic decline, with wholesale sales dropping 62%, significantly impacting the overall performance of the new energy vehicle market [11]. Export Performance - New energy vehicles have become a major force in China's passenger car exports, with 139,000 units exported in January 2026, marking a year-on-year increase of 29.4% [13]. - The export of pure electric vehicles accounted for 66% of new energy vehicle exports, with A0 and A00-class vehicles making up 38% of the total new energy vehicle export volume [13]. Future Outlook - The market is expected to enter a recovery phase in February 2026, driven by the gradual implementation of vehicle replacement policies [16]. - However, rising costs due to increased prices of raw materials like lithium and copper may pressure automakers, potentially leading to cautious consumer behavior and affecting demand [16].

如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> 长江证券研报指出，长安汽车回购计划开启凸显公司发展前景，强化投资者信心。本次回购计划A股回 购不低于7亿元（含）且不超过14亿元（含），B股回购不低于3亿元（含）且不超过6亿元（含）。本 次回购基于公司对战略发展前景及内在价值的坚定信心，同时积极维护公司价值及股东权益，增厚每股 收益，增强投资者信心。积极打造智驾平权，前瞻布局机器人、飞行汽车业务，铸造未来竞争力。公司 打造新品能力强，自主转型，电动智能助力新阶段开启，海外布局快速发展。电动智能化转型加速推 进，出海加速，带动销量持续向好，新央企平台，效率提升持续赋能。公司电动智能化转型加速推进， 销售提升预期持续带动业绩兑现。预计2025/2026年归母净利润为51.6/75.9亿元，对应PE为21.5/14.7X， 维持"买入"评级。 ...

Overall Market - In January 2026, the retail sales of passenger cars reached 1.544 million units, a year-on-year decrease of 13.9% [14] - The decline in retail sales is attributed to complex market factors and a historical pattern of fluctuating sales in January [14] - The end of the new energy vehicle purchase tax exemption in December 2025 has led to a recovery period for the new energy vehicle market, with some consumers having made purchases in December to take advantage of the policy [14] - January 2026 saw a significant increase in exports, with passenger car exports reaching 576,000 units, a year-on-year increase of 52.0% [16] - The production of passenger cars in January 2026 was 2.003 million units, a year-on-year decrease of 4.4% [16] - The wholesale volume for January 2026 was 1.973 million units, a year-on-year decrease of 6.2% [17] New Energy Market - In January 2026, retail sales of new energy vehicles (NEVs) totaled 596,000 units, down 20.0% year-on-year [18] - The penetration rate of NEVs in the domestic market was 38.6%, while the export penetration rate was 49.6% [15] - The production of NEVs reached 938,000 units, a slight decrease of 0.6% year-on-year [18] - The wholesale volume of NEVs was 864,000 units, down 3.3% year-on-year [18] - The export of NEVs reached 286,000 units, a significant increase of 103.6% year-on-year, accounting for 49.6% of total passenger car exports [22] Company Performance - BYD, Geely, and Chery are leading in the new energy vehicle market, with BYD's sales reaching 205,518 units in January 2026 [24] - The market share of domestic brands in the new energy sector is increasing, with a notable rise in the export of new energy vehicles to Europe and Southeast Asia [15][22] - The new energy vehicle market is characterized by a shift towards higher quality products, with an increase in the proportion of high-end NEVs [15] Market Outlook - February 2026 is expected to see lower sales due to the shorter working days caused by the extended Spring Festival holiday [27] - The market is anticipated to stabilize post-holiday, with potential recovery in the entry-level electric vehicle segment [28] - The overall sentiment in the consumer market remains cautious, influenced by high costs and economic factors [28]