Core Viewpoint - GAC Group's mid-to-high-end electric brand, Haobo, has experienced significant discrepancies between expected and actual sales performance for its initial models, but upcoming models are anticipated to drive substantial sales growth [1] Group 1: Brand and Product Development - Haobo is positioned as GAC's mid-to-high-end electric vehicle brand [1] - The upcoming Haobo A800 model will utilize Huawei's dual-intelligence system and has received qualification for road testing in Guangzhou under L3 standards [1] - Another significant model from Haobo is expected to launch next year, which is believed to further enhance sales performance [1]

21世纪经济报道记者何煦阳 报道 "中国电动车在起步期的时候，埃安曾经是中国电动车的前三强，但是在这两年我们的业绩为什么出现 下滑？因为埃安过往主要是To B的市场，被这个To B的烙印深深地打上之后，我们现在实际上要突破的 就是向To C转型。我们刚上市的i60是在新的体制之下打造的第一款小试牛刀的车型，从目前的市场整 体情况来看，我们认为还是非常具有竞争力的。我们埃安品牌从现在开始到明年，都陆续会有新的车型 投放市场，都是对C端客户销售的车型。我相信埃安转型会进入一个新的发展阶段。" （视频编辑：陈泽锴） 2025广州车展媒体日，广汽集团总经理閤先庆在谈到埃安转型时表示： ...

Core Viewpoint - GAC Group showcased the achievements of the "Panyu Action" reform after one year and introduced the "Four Engines" strategy focused on "new technology, new products, new services, and new ecology" to create a "technology-leading, quality-leading, and ecology-leading" new GAC [1][5] Group 1: New Technology - GAC Group has integrated the IPD (Integrated Product Development) process, enhancing business efficiency by approximately 50%, reducing new vehicle development cycles from 26 months to 18-21 months, and lowering R&D costs by over 10% [3] - The company has launched the "Star Spirit Safety Guardian System," covering various safety aspects including intelligent driving and battery safety, and has achieved industry-leading efficiency with the Quark electric drive motor at 99% [7] Group 2: New Products - GAC Group has established a comprehensive R&D system driven by user needs, with plans to launch 9 new or revamped models by 2026 to meet diverse user demands [7] Group 3: New Services - The company plans to add 600 brand experience stores to cover over 90% of county markets in China, and has completed 45 OTA updates this year, enhancing over 300 features for nearly 1.5 million vehicle owners [8] Group 4: New Ecology - GAC is collaborating with industry partners to build a complete "26 Energy Action" ecosystem and has signed a long-term strategic cooperation agreement with CATL for battery swapping services, covering 1,000 stations in 45 cities [11] - The company has established a supercharging network across 31 provinces and 204 cities, with over 21,000 self-operated charging piles, leading in the number of DC charging piles among Chinese automakers [11]

【#国内建成首条大容量全固态电池产线#】记者日前了解到，国内已建成首条大容量全固态电池产线， 目前正在小批量测试生产。生产线有了技术突破，下一步就是产业化承接落地。在广汽集团，国内首条 大容量全固态电池产线建成，这在行业内率先具备了60安时以上车规级全固态电池的批量量产条件。 （央视新闻） ...

Group 1 - GAC Group has appointed He Xianqing as the new General Manager, with Wang Dan as Chief Accountant and several others as Vice General Managers [1] - He Xianqing emphasized the significant challenges and pressures he faces in his new role, expressing gratitude for the support received [1] - He Xianqing has extensive experience within GAC Group, holding various leadership positions in multiple subsidiaries [1] Group 2 - He Xianqing outlined the vision for "New GAC," focusing on developing products that meet customer needs and enhancing market insight [2] - The decline in Aion's performance is attributed to its previous focus on the B2B market, with plans to shift towards a B2C model [2] - GAC's collaboration with Huawei aims to create vehicles targeting young consumers, with two models expected to launch by 2026 [2] - A strategic 10-year partnership with CATL will advance battery swapping technology, with plans to introduce new models like the Aion UT super [2] - By mid-2026, GAC plans to establish 600 brand stores in lower-tier cities, with over 1,000 investors already expressing interest [2] Group 3 - GAC Group's Chairman, Feng Xingya, noted a profound shift in the automotive industry's competitive landscape, with increased competition from aggressive new entrants [3] - There is a consensus in the industry that transformation is essential for survival, as traditional business models are at risk of being outpaced by market demands [3]

广州汽车集团股份有限公司是一家主要从事汽车及相关业务的中国公司。该公司的主要业务包括研发、 整车（汽车、摩托车）、零部件、商贸与出行、能源及生态、国际化、投资与金融等业务。该公司通过 两个分部开展其业务。汽车业务及相关贸易分部包括生产及销售各种乘用车、商用车、汽车零部件及相 关贸易。其他分部主要包括生产及销售摩托车、汽车金融保险、其他金融服务及投资业务等。该公司主 要在国内外市场开展其业务。 证券之星消息，11月21日南向资金增持434.6万股广汽集团（02238.HK）。近5个交易日中，获南向资金 增持的有4天，累计净增持1285.8万股。近20个交易日中，获南向资金增持的有15天，累计净增持 5805.44万股。截至目前，南向资金持有广汽集团（02238.HK）16.96亿股，占公司已发行普通股的 60.26%。 | 交易日 | 持股总数 (股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-11-21 | 296.91 | 434.60万 | 0.26% | | 2025-11-20 | 16.91亿 | 470.20万 | 0.28% | | ...

Core Insights - GAC Group showcased the achievements of the "Panyu Action" reform at the 23rd Guangzhou International Auto Show, emphasizing the creation of value for users through four key engines: new technology, new products, new services, and new ecology [1][3] Group 1: New Technology - GAC Group has integrated the IPD (Integrated Product Development) process, enhancing business efficiency by approximately 50%, reducing new car development cycles from 26 months to 18-21 months, and lowering R&D costs by over 10% [3] - The company demonstrated significant advancements in new energy technology, including the "Xingyuan Range Extender" technology, a mass-produced Quark electric drive motor with an efficiency exceeding 99%, and the launch of a pilot line for solid-state batteries [3] Group 2: New Products - GAC Group plans to launch nine new and updated models by 2026, indicating a strong product pipeline [5] Group 3: New Services - The company is pushing for channel transformation by planning to add 600 brand experience stores, aiming to cover over 90% of county-level markets nationwide [5] - GAC has completed 45 OTA updates this year, adding and optimizing over 300 features for nearly 1.5 million vehicle owners across more than 16 models [5] Group 4: New Ecology - GAC is collaborating with industry partners to build a comprehensive "26 Energy Action" ecological service system and has signed a long-term strategic cooperation agreement with CATL for battery swapping and other areas [6] - The company unveiled the Haobo A800, its first flagship sedan developed in partnership with Huawei, featuring innovative interior designs and advanced technology [7]

南方财经11月21日电，广汽集团携全品牌亮相第二十三届广州国际汽车展览会，并展示了"番禺行动"一 周年的改革成果。广汽集团表示，广汽集团通过全面导入IPD（集成产品开发）流程，目前业务效率提 升约50%，新车开发周期将从26个月缩短至18~21个月，市场反应速度提升6倍以上，研发成本降低超 10%。 ...

Core Insights - The 23rd Guangzhou International Auto Show opened on November 21, showcasing GAC Group's achievements from the "Panyu Action" reform and introducing four engines aimed at creating user value through new technologies, products, services, and ecosystems [1][2] Group 1: Company Initiatives - GAC Group has implemented the Integrated Product Development (IPD) process, integrating user needs throughout the product lifecycle, resulting in a 50% increase in business efficiency and a reduction in new car development time from 26 months to 18-21 months [2] - The company established the Integrated Product Marketing and Sales (IPMS) system and formed a "product commercialization team" to create an end-to-end process centered around user needs, enhancing value for customers [2] - GAC Group's "Panyu Action" reform aims to stimulate overall vitality and promote collaborative development among its various vehicle brands, presenting multiple new intelligent technology models and mobility solutions at the auto show [2] Group 2: Strategic Goals - The journey to "Recreate New GAC" has entered a critical phase of deep transformation, with the company committed to a user-centric approach and driven by the four engines to continuously progress towards its goal of enhancing global user mobility experiences [2]

11月21日，广汽集团在2025广州车展正式发布"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。广汽集团披露，通过全面导入IPD（集成产品开发）流程，目前集团 新车开发周期已大幅缩短至18-21个月，研发成本降低超10%，市场反应速度提升6倍以上，显著提升了 资金使用效率。 ...