智通财经APP获悉，广汽集团(02238)再涨超8%，本周累涨逾20%。截至发稿，涨7.61%，报3.82港元， 成交额2.26亿港元。 消息面上，11月25日，2025广州国际车展期间，半个月前刚刚上市京东商城的"国民好车"埃安UT super 完成首批车主交付，这款由京东、广汽集团、宁德时代三方联合开发的纯电动车型正式进入规模化交付 阶段。 此外，广汽集团董事长冯兴亚在第二十三届广州国际汽车展览会上宣布，广汽集团于广州番禺建设的全 固态电池中试产线近期已正式建成并投产。作为国内首条具备 60Ah 以上车规级量产条件的产线，其在 能量密度、安全性能等方面实现关键突破，并计划于2026年装车测试，为下一代动力电池产业化奠定基 础。 ...

Core Viewpoint - GAC Group's stock has shown volatility with a recent increase of 2.02%, but the year-to-date performance reflects a decline of 7.94% [1] Financial Performance - For the period from January to September 2025, GAC Group reported a revenue of 669.29 billion, a year-on-year decrease of 10.45% [2] - The net profit attributable to shareholders was -43.12 billion, representing a significant year-on-year decline of 3691.33% [2] Stock Market Activity - As of November 28, GAC Group's stock price was 8.58 yuan per share, with a market capitalization of 874.91 billion [1] - The stock has experienced a 12.89% increase over the last five trading days and a 9.72% increase over the last 20 days [1] Shareholder Information - As of September 30, 2025, the number of GAC Group's shareholders was 127,600, a decrease of 6.03% from the previous period [2] - The top ten circulating shareholders have seen reductions in their holdings, with Hong Kong Central Clearing Limited holding 72.23 million shares, down by 47.86 million shares [3] Dividend Distribution - GAC Group has cumulatively distributed 256.39 billion in dividends since its A-share listing, with 39.74 billion distributed over the last three years [3] Business Overview - GAC Group, established on June 6, 1997, operates in various sectors including vehicle manufacturing, parts, trade services, finance, and mobility, forming a complete automotive industry chain [1] - The company's main business revenue composition is 95.26% from automotive and related trade, with the remaining 4.74% from other sources [1] Market Position - GAC Group is classified under the automotive industry, specifically in the passenger vehicle sector, and is associated with concepts such as undervalued stocks and lithium battery technology [1]

消息面上，11月25日，2025广州国际车展期间，半个月前刚刚上市京东商城的"国民好车"埃安UT super 完成首批车主交付，这款由京东、广汽集团、宁德时代（300750）三方联合开发的纯电动车型正式进入 规模化交付阶段。 此外，广汽集团董事长冯兴亚在第二十三届广州国际汽车展览会上宣布，广汽集团于广州番禺建设的全 固态电池中试产线近期已正式建成并投产。作为国内首条具备60Ah以上车规级量产条件的产线，其在 能量密度、安全性能等方面实现关键突破，并计划于2026年装车测试，为下一代动力电池产业化奠定基 础。 广汽集团（601238）(02238)再涨超8%，本周累涨逾20%。截至发稿，涨7.61%，报3.82港元，成交额 2.26亿港元。 ...

11月26日，香港新界大埔屋邨宏福苑突发重大火灾。广汽集团捐赠600万港元，用于受灾居民紧急医疗 救助、临时安置及灾后家园重建工作。同时，广汽香港的支援车辆已整备完毕，可随时候命用于救灾期 间各机构调配。 ...

广汽集团(02238)涨超5%，截至发稿，涨5.28%，报3.59港元，成交额2.11亿港元。 据了解，广汽自主研发的固态电解质材料离子电导率突破10mS/cm，达到行业头部水平，同时成功开发 出大宽幅、高韧性硫化物全固态电解质膜，确保全固态电池的性能可以有效发挥；在电极工艺上，干法 电极技术实现了7.7mAh/cm²以上高面容量正极的连续化制备，为高比能全固态电池的制备奠定基础。 消息面上，近日，广汽集团董事长冯兴亚在2025广州车展上宣布，广汽集团于广州番禺建设的全固态电 池中试产线已正式建成并投产。该产线成功打通全固态电池的制造全流程，在行业内率先具备60Ah以 上车规级全固态电池规模量产条件。广汽集团平台技术研究院新能源动力研发负责人表示，该固态电池 计划2026年可以进行小批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产。 国泰海通认为，随着硫化物/氧化物验证深化、干法电极、固态电解质成膜等核心工序进入工程化验 证，固态产线对设备的新增需求率先显现，当前车企与电池厂已形成"技术共研+场景验证"模式，规模 化示范线规划加速落地，设备端有望受益于中试线向GWh级产线过渡所带来的订单与工 ...

广汽集团（601238）(02238)涨超5%，截至发稿，涨5.28%，报3.59港元，成交额2.11亿港元。 国泰海通认为，随着硫化物/氧化物验证深化、干法电极、固态电解质成膜等核心工序进入工程化验 证，固态产线对设备的新增需求率先显现，当前车企与电池厂已形成"技术共研+场景验证"模式，规模 化示范线规划加速落地，设备端有望受益于中试线向GWh级产线过渡所带来的订单与工艺迭代需求。 消息面上，近日，广汽集团董事长冯兴亚在2025广州车展上宣布，广汽集团于广州番禺建设的全固态电 池中试产线已正式建成并投产。该产线成功打通全固态电池的制造全流程，在行业内率先具备60Ah以 上车规级全固态电池规模量产条件。广汽集团平台技术研究院新能源动力研发负责人表示，该固态电池 计划2026年可以进行小批量的装车实验，2027年到2030年期间，可以逐步地进行批量生产。 据了解，广汽自主研发的固态电解质材料离子电导率突破10mS/cm，达到行业头部水平，同时成功开发 出大宽幅、高韧性硫化物全固态电解质膜，确保全固态电池的性能可以有效发挥；在电极工艺上，干法 电极技术实现了7.7mAh/cm以上高面容量正极的连续化制备，为高比能 ...

Core Viewpoint - GAC Group showcased its "Panyu Action" reform achievements at the 23rd Guangzhou International Auto Show, emphasizing the creation of value for users through four engines: new technology, new products, new services, and new ecosystems [1] Group 1: New Technology - GAC Group demonstrated several technological breakthroughs in the new energy sector, including the "Xingyuan Range Extender" technology and the Quark electric drive motor achieving over 99% efficiency, the highest in the industry [2] - The company reported that its battery technology has powered over 1.3 million vehicles without self-ignition, achieving over 50 billion kilometers of safe travel [2] - GAC Group has commenced production on its pilot line for solid-state batteries [2] Group 2: New Product Development - Utilizing the Integrated Product Development (IPD) process, GAC Group has established a user-driven product development approach, integrating vehicle and platform technologies [2] - The company plans to launch nine updated and new models by 2026, aligning with diverse user needs [2] Group 3: New Services - GAC Group is expanding its channel transformation by planning to add 600 brand experience stores, aiming to cover over 90% of county-level markets nationwide [2] - The company has completed 45 over-the-air (OTA) updates this year, enhancing over 300 features and experiences across nearly 150,000 vehicles [2] Group 4: New Ecosystem - GAC Group is committed to an open cooperation philosophy, working with industry partners to create a comprehensive "26 Energy Action" ecosystem service system [2] - A strategic cooperation agreement has been signed with CATL to collaborate on battery swapping and other areas over the next decade [2] Group 5: Product Showcase - GAC Group's brands presented multiple new intelligent technology models and mobility solutions, enhancing user travel options [3] - The company unveiled the interior of the Haobo A800 and showcased various models from its brands, including the Aion UT super and Aion i60 [3] - Honda and Toyota also presented their latest models and innovations at the auto show, highlighting the competitive landscape [3][4]

Core Viewpoint - Rokid and GAC Group have launched a new in-car application based on Rokid smart glasses, redefining the smart driving experience and advancing human-vehicle interaction [1] Group 1: Collaboration and Innovation - The partnership between Rokid and GAC focuses on core driving functions rather than entertainment, introducing new applications such as remote vehicle control, smart display, and all-scenario navigation [1]

在2025广州车展上，广汽集团展示了"番禺行动"一周年的改革成果，同时还发布了"四大引擎"战略，宣 布将通过新技术、新产品、新服务、新生态深化"番禺行动"改革成果。 新车开发周期缩短 就广汽集团的改革，閤先庆告诉《每日经济新闻》记者，"从去年'番禺行动'以来，我们的整个体系做 了很大变革，全面导入了华为的IPD（集成产品开发）。现在很多企业都在学IPD，它实现了将用户需 求深度融入产品的市场洞察、定义到研发、交付端到端全流程，这是一个很大的变革"。 "本轮变革的核心目标，就是要提升广汽产品在市场上的竞争力，实现商业成功。市场和技术双轮驱 动，正是这一轮改革最重要的部分。"在第二十三届广州国际汽车展览会（以下简称2025广州车展） 上，广汽集团总经理閤先庆在接受《每日经济新闻》记者采访时表示，"'新广汽'的发展核心，是要实 现以'市场+技术'双轮驱动向科技型企业转型"。 对广汽旗下传祺、埃安、昊铂、启境四大自主品牌的协同发展问题，閤先庆给出了清晰定位：传祺面向 稳健进取的主流客户群体；埃安针对年轻家庭的纯电动车市场；昊铂定位中高端，主打科技与豪华；启 境则是与华为深度合作的高端智能新能源汽车品牌。 谈"界"和" ...

11月21日，广汽集团董事长冯兴亚在2025广州车展上透露，广汽全固态电池中试产线已建成试产，率先具备60Ah以上车规级批量制造条件，向小批量装车搭载的目标迈出了关键一步。这意味着 中试产线，堪称技术从理论走向实践的试金石。它是验证工艺稳定性、良率控制和成本模型的最后一道关卡，直接决定着技术能否摆脱PPT上的美好设想，真正落地生根。相较于学术界常见的1 在新能源汽车渗透率突破50%的今天，安全焦虑仍是消费者最大的顾虑之一。与传统锂电池相比，全固态电池最突出的优点是安全性。它能够有效抑制锂枝晶的生长，避免了因锂枝晶刺穿隔膜而 当前，行业呈现出"半固态先行、全固态攻坚"的发展格局。 同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨人 更多深度行业分析尽在【前瞻经济学人APP】，还可以与500+经济学家/资深行业研究员交流互动。更多企业数据、企业资讯、企业发展情况尽在【企查猫APP】，性价比最高功能最全的企业查 2022年以来，固态电池产业化明显提速。卫蓝新能源、赣锋锂电等中国企业已实现半固态电 ...