Group 1 - The core point of the article is that GAC Group's chairman, Feng Xingya, visited Gree Electric, leading to rumors about Gree supplying half of GAC's automotive chips, which GAC officially denied [1][2]. - GAC Group emphasized that the visit was to discuss the integration of "people, vehicles, and home" and potential industrial collaboration, and any future cooperation details will be announced through official channels [1]. - Gree Electric has been expanding its capabilities in chip production, having established an IPM power module production line in 2010 and a chip design company in 2018, with plans for a silicon carbide chip factory expected to produce 240,000 six-inch wafers annually by the end of 2023 [2]. Group 2 - Gree Electric's silicon carbide chip factory began construction in December 2022, with a target for product line completion by the end of 2023, and aims to achieve cumulative chip sales exceeding 300 million by 2025 [2].

Core Viewpoint - GAC Group clarified that the claim of "50% of automotive chips being replaced by Gree products" is not factual, and any future cooperation will be announced through official channels [2] Group 1 - GAC Group Chairman Feng Xingya visited Gree Electric, discussing the integration of "vehicle-home" smart ecosystems and exploring industrial collaboration [3] - During the visit, Feng introduced a model of the Haobo vehicle, which contains 1,004 chips, all of which have Chinese intellectual property rights [3] - Gree's Chairman Dong Mingzhu expressed interest in contributing 500 chips to future vehicle models, to which Feng responded with plans to incorporate Gree's automotive chips [3]

广汽集团表示，1月15日，广汽集团董事长冯兴亚率队访问格力电器，与董事长董明珠及管理 团队共商"人车家"智慧生态融合发展，探讨产业协同。后续如有合作的具体进展，将会第一时 间通过官方渠道发布。请勿轻信或传播未经证实的信息。 记者｜叶映橙 见习记者林健民 编辑｜谢珍 1月20日，21财经《辟谣财知道》注意到，有报道称，1月15日，广汽集团董事长冯兴亚率队 到访格力电器，格力电器董事长董明珠接待时笑言，未来广汽的汽车芯片中一半由格力产品替 代。相关信息在各大网络平台上传播，受到市场关注。 对此，1月20日， 广汽集团官方微博发文辟谣，称近期不少朋友关注广汽与格力的合作动态， 网传"未来广汽的汽车芯片中一半由格力产品替代"，相关表述并非事实。 出品丨21财经客户端 21世纪经济报道 编辑｜黎雨桐 见习编辑林芊蔚 SFC 公开资料显示，格力电器2010年建立IPM功率模块生产线，2018年设立格力零边界公司做芯片 设计。2023年，格力电器设立电子元器件公司，主要从事碳化硅芯片的设计、流片及模块封装 和测试等业务。格力的碳化硅芯片工厂，2022年12月打桩，2023年年底产品通线，一期规划6 英寸碳化硅晶圆年产能24 ...

Core Viewpoint - GAC Group refuted claims that 50% of its automotive chips would be replaced by Gree products, stating that such assertions are not factual and that any future cooperation will be announced through official channels [1] Group 1: Company Developments - GAC Group's Chairman, Feng Xingya, visited Gree Electric five days prior to the statement, discussing the integration of smart ecosystems in the automotive sector with Gree's management team [1] - During the visit, Feng introduced a model of the Haobo vehicle, which contains 1,004 chips, all of which have Chinese intellectual property rights [1] - Gree's Chairman, Dong Mingzhu, expressed ambitions for future collaboration, suggesting that 500 chips could be sourced from Gree [1] - Feng responded positively, indicating a goal to incorporate Gree's automotive chips into GAC vehicles in the future [1]

Macro Dynamics - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development have issued a notice to further support urban renewal actions, allowing for a transitional policy period of up to 5 years for the development of state-supported industries on existing land and property resources [2] - Guangzhou is actively promoting legislation for the renewal of buildings on state-owned land, aiming to address core obstacles and implementation challenges in urban renewal, including improving top-level design and enhancing public welfare [5] Oil Price Adjustment - Domestic gasoline and diesel prices will increase by 85 yuan per ton starting January 20, marking the first price hike since 2026, with an average increase of 0.07 yuan per liter for 92 and 95 gasoline and 0 diesel [3] Financial Institutions - Guiyang Bank announced that its shareholder, Guiyang State-owned Assets, has pledged approximately 280 million shares, accounting for 7.65% of the bank's total share capital [9] - The Shaanxi Financial Regulatory Bureau has approved the dissolution of Anse Agricultural Bank, with all its business and assets to be inherited by the Agricultural Bank of China [10] - Northeast Securities expects a 69.06% year-on-year increase in net profit for 2025, driven by improved investment business returns and wealth management income [11] Market Data - The ChiNext Index fell by 1.79%, while the real estate and chemical sectors showed strength, with several stocks reaching their daily limit [12] - The total margin balance in the two markets decreased by 8.632 billion yuan as of January 19 [13] - The Hang Seng Index closed down 0.29%, with notable declines in technology stocks [14] Company Dynamics - Hikvision reported a 18.46% year-on-year increase in net profit for 2025, with total revenue reaching 92.518 billion yuan [16] - Yonghui Supermarket expects a net loss of 2.14 billion yuan for 2025 due to significant operational adjustments and asset impairments [18] - Longzi Co. anticipates a net profit increase of 245.25% to 302.8% for 2025, largely due to the disposal of certain stocks [19] - Gree Electric plans to mass-produce silicon carbide chips for automotive applications, aiming to supply half of the chips for GAC Group vehicles [20] - Tongfu Microelectronics expects a net profit increase of 62.34% to 99.24% for 2025, benefiting from structural growth in the semiconductor industry [24] - iFinD anticipates a net profit increase of 50% to 80% for 2025, driven by advancements in AI and increased market activity [25]

1月20日，广汽集团回应"50%汽车芯片由格力产品替代"一事时表示，相关网传表述并非事实，后续如 有合作的具体进展，公司会第一时间通过官方渠道发布。 期间，冯兴亚介绍昊铂一款车型时称，该车型的一个版本有1004颗芯片，这些芯片的知识产权都是中国 的。董明珠表示："将来有500个是我的。"冯兴亚则回应，下一步争取把格力的汽车芯片装上车。（第 一财经记者 黄琳） (本文来自第一财经) 5天前，广汽集团董事长冯兴亚率队访问格力电器，与董明珠及管理团队共商'人车家'智慧生态融合发 展，探讨产业协同。 ...

Core Viewpoint - GAC Group has issued a statement refuting rumors that Gree Electric's chairman, Dong Mingzhu, claimed that half of GAC Group's automotive chips will be replaced by Gree chips in the future [1][2] Group 1 - GAC Group confirmed that on January 15, 2026, its chairman, Feng Xingya, led a delegation to visit Gree Electric to discuss the integration of "people, vehicles, and home" smart ecosystem development and explore industrial collaboration [1][2] - The company emphasized that any specific progress regarding cooperation will be announced through official channels in a timely manner [1][2] - GAC Group urged the public not to believe or spread unverified information regarding the collaboration [2]

Core Viewpoint - GAC Group issued a statement on January 20, denying rumors regarding the claim that "Dong Mingzhu: In the future, half of GAC Group's automotive chips will be replaced by Gree chips" as "not factual" [1] Group 1 - On January 15, 2026, GAC Group Chairman Feng Xingya led a delegation to visit Gree Electric, discussing the integration of the "human-vehicle-home" smart ecosystem and exploring industrial collaboration with Gree Electric Chairman Dong Mingzhu and the management team [1] - The company stated that any specific progress regarding potential collaboration will be announced through official channels in a timely manner [1]

Core Viewpoint - GAC Group clarifies that recent claims regarding Gree's chips replacing half of GAC's automotive chips are inaccurate and stem from a misinterpretation of a conversation between executives [1] Group 1: Company Statements - GAC Group issued a statement on January 20, 2026, to address rumors about Gree's chips replacing a significant portion of its automotive chips, emphasizing that such claims are not factual [1] - The discussion between GAC's Chairman Feng Xingya and Gree's Chairman Dong Mingzhu was focused on the integration of smart ecosystems and was characterized as a strategic exchange, with no formal agreements reached [1] Group 2: Background Information - The rumors originated from a video where Feng introduced GAC's high-end electric vehicle model, Hyper GT, mentioning that it contains 1004 chips with Chinese intellectual property, to which Dong humorously responded about future collaboration [1] - Gree Electric has been investing in semiconductor development since 2018, focusing on power semiconductors, but lacks evidence of large-scale production capabilities for automotive-grade chips [2] Group 3: Industry Context - Automotive chips, particularly those for smart driving and cockpit control, require high reliability and safety standards, with a lengthy validation process of 18 to 36 months to enter mainstream automotive supply chains [2] - GAC Group's current chip supply chain primarily relies on leading international manufacturers and local Tier 1 suppliers, indicating a strategy focused on increasing domestic sourcing rather than relying on a single supplier [2]

证券代码：000651 证券简称：格力电器 公告编号：2026-002 珠海格力电器股份有限公司 关于第三期员工持股计划锁定期届满且继续履行自愿锁定期承诺的公告 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。 珠海格力电器股份有限公司（以下简称"公司"）于 2024 年 8 月 2 日召开第十二届董 事会第十九次会议、第十二届监事会第十六次会议，审议通过了《关于〈珠海格力电器股份 有限公司第三期员工持股计划（草案）〉的议案》（以下简称《草案》）等相关议案，并于 2024 年 8 月 19 日召开 2024 年第一次临时股东大会审议通过了《关于〈珠海格力电器股份有 限公司第三期员工持股计划（草案）〉的议案》等相关议案，同意公司实施第三期员工持股 计划（以下简称"本员工持股计划"）。具体内容详见公司在巨潮资讯网披露的相关公告。 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所 上市公司自律监管指引第 1 号——主板上市公司规范运作》及公司《草案》的相关规定，公 司本员工持股计划锁定期于 2026 年 1 月 20 日届满。同时，本员工持 ...