Core Insights - Huawei and GAC Group signed a comprehensive cooperation framework agreement, marking a significant advancement for the HarmonyOS ecosystem in the automotive industry and indicating a breakthrough for the domestic operating system in the smart cockpit sector [1][15]. Group 1: Strategic Partnership - The agreement was witnessed by key executives from both companies, aiming to jointly innovate in areas such as HarmonyOS ecosystem development and AI technologies, leveraging their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [2][15]. - GAC Group will collaborate with Huawei to promote the deep integration of the HarmonyOS ecosystem in enterprise operations and user services, enhancing business growth and productivity [2][15]. - The partnership is seen as a milestone in the rapid growth of the HarmonyOS ecosystem, with over 36 million HarmonyOS devices and more than 350,000 applications available in the HarmonyOS app market [2][15]. Group 2: AI Empowerment in Smart Cockpits - HarmonyOS has demonstrated strong technical capabilities in the smart cockpit domain, with models like GAC A800 and GAC Trumpchi M8 featuring Huawei's advanced driving and HarmonyOS smart cockpit technologies [5][18]. - The collaboration will enhance the integration of the "Xiao Yi" intelligent assistant in smart cockpits, aiming to create a new generation of smart cockpits with improved perception and interaction capabilities [5][18]. Group 3: Globalization and Competitive Edge - The HMS for Car MAAN 4.0 smart vehicle solution will innovate through map services, AI voice, application ecosystems, and vehicle networking services, helping Chinese automakers enhance their global competitiveness in smart cockpits [8][21]. - The partnership will focus on developing tailored applications and services based on GAC's brand positioning and user needs, enriching the all-scenario smart travel experience under the HarmonyOS ecosystem and accelerating the overseas market layout [9][21]. Group 4: Future Outlook - The growth of the HarmonyOS ecosystem is attributed to the collaborative efforts of numerous developers and partners, with Huawei and GAC committed to further deepening their cooperation in the HarmonyOS and AI fields [13][24]. - HarmonyOS is positioned as a technological breakthrough and a foundation for China's digital future, with expectations for more heavyweight partners like GAC to join, enhancing the ecosystem's vibrancy in the era of interconnected devices [24].

Market Performance - The passenger car sector increased by 2.13% compared to the previous trading day, with GAC Group leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Individual Stock Performance - GAC Group (601238) closed at 8.56, up 4.52%, with a trading volume of 1.0564 million shares and a transaction value of 889 million [1] - Seres (601127) closed at 125.32, up 3.31%, with a trading volume of 375,700 shares and a transaction value of 4.678 billion [1] - BAIC BluePark (600733) closed at 8.29, up 2.98%, with a trading volume of 2.1173 million shares and a transaction value of 1.737 billion [1] - BYD (002594) closed at 66.66, up 1.92%, with a trading volume of 521,800 shares and a transaction value of 5.185 billion [1] - SAIC Motor (600104) closed at 15.54, up 1.83%, with a trading volume of 682,900 shares and a transaction value of 1.054 billion [1] - Changan Automobile (000625) closed at 11.97, up 1.18%, with a trading volume of 937,800 shares and a transaction value of 1.118 billion [1] - Great Wall Motors (601633) closed at 22.51, up 0.94%, with a trading volume of 201,600 shares and a transaction value of 451 million [1] Fund Flow Analysis - The passenger car sector saw a net inflow of 1.073 billion from main funds, while retail investors experienced a net outflow of 557 million [1] - Main fund inflows and outflows for key stocks include: - BYD: Net inflow of 464 million, with retail outflows of 268 million [2] - Seres: Net inflow of 266,200, with retail outflows of 160 million [2] - BAIC BluePark: Net inflow of 116 million, with retail outflows of 52.5 million [2] - Changan Automobile: Net inflow of 84.26 million, with retail outflows of 52.5 million [2] - SAIC Motor: Net inflow of 80.56 million, with retail outflows of 26.28 million [2] - GAC Group: Net inflow of 27.5 million, with retail outflows of 39.66 million [2] - Great Wall Motors: Net inflow of 2.07 million, with retail inflows of 1.35 million [2]

中访网数据 广州汽车集团股份有限公司（「广汽集团」或「本公司」）今日发布公告，宣布其2026年 第一次临时股东大会（「临时股东大会」）的股权登记安排。根据公告，本次临时股东大会计划于2026 年1月23日（星期五）召开。为确定有权出席大会并投票的股东资格，本公司已将H股的记录日期设定 为香港时间2026年1月19日（星期一）。这意味着，H股持有人若希望参与此次股东大会并行使表决 权，最迟须于该记录日期当日下午4时30分前，将完整的股份过户文件及相关股票送达本公司H股股份 过户登记处——卓佳证券登记有限公司（地址：香港夏愨道16号远东金融中心17楼）。公告明确指出， 关于本次临时股东大会的详细议程、具体时间与地点等进一步信息，将由本公司后续通过通函及会议通 告另行公布。此次公告的核心在于明确了股东大会的召开计划及与之相关的关键股权登记截止时间点， 为H股投资者行使股东权利划定了明确的时间窗口。 来源：中访网 ...

Core Viewpoint - Huawei and GAC Group have signed a comprehensive cooperation framework agreement to deepen collaboration in the HarmonyOS ecosystem, AI, and HMS for Car, aiming to enhance the smart and international development of the automotive industry [1][5]. Group 1: Cooperation Framework - The agreement focuses on joint innovation in cutting-edge technologies such as AI and the HarmonyOS ecosystem, leveraging both companies' strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [3]. - GAC Group will work with Huawei to promote the deep integration of the HarmonyOS ecosystem in enterprise operations and user services, contributing to business growth and productivity enhancement [3][4]. Group 2: Technological Collaboration - GAC Group plans to expand its technical cooperation with Huawei, particularly in AI and existing collaborations like HMS for Car and Harmony cockpit, to enhance their technological boundaries [3][4]. - The partnership aims to develop unique applications and services tailored to GAC's vehicle brands and user needs, enriching the smart travel experience under the HarmonyOS ecosystem [4]. Group 3: Strategic Partnership Development - The renewed signing signifies a deeper and closer relationship between Huawei and GAC Group, with a focus on the global expansion of the HarmonyOS and smart automotive technologies [5]. - Since their first agreement in 2017, the strategic partnership has evolved to cover various areas, including hardware, software, product development, cloud services, and the creation of high-end smart electric vehicle brands, with a strong emphasis on smart technology collaboration [4].

Core Viewpoint - The collaboration between GAC Group and Huawei aims to enhance the competitiveness of smart mobility solutions globally, focusing on the integration of cutting-edge technologies like AI and the HarmonyOS ecosystem [1][3]. Group 1: Partnership Development - GAC Group signed a comprehensive cooperation framework agreement with Huawei on January 5, 2026, marking a significant step in their ongoing partnership [1]. - The partnership will leverage both companies' strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services to accelerate the smart and international development of China's automotive industry [1][3]. Group 2: Technological Collaboration - GAC Group will work with Huawei to deepen the implementation of the HarmonyOS ecosystem in enterprise operations and user services, aiming to boost business growth and productivity [3]. - The collaboration will expand the technical cooperation boundaries, particularly in AI and other advanced fields, enhancing product innovation and technology application [3][4]. Group 3: Historical Context - GAC Group has been a pioneer in collaborating with Huawei since signing a strategic cooperation agreement in June 2017, focusing on smart connected electric vehicles [4]. - Over the past year, GAC and Huawei have engaged in multiple significant collaborations, including the establishment of GH Project Company with a registered capital of 1.5 billion yuan to accelerate joint initiatives [5]. Group 4: Brand Development - The "Qijing" brand was officially announced in September 2025, representing a high-end smart electric vehicle brand co-created by GAC Group and Huawei, integrating advanced smart technologies [6]. - GAC Group and Huawei's collaboration has led to the rapid deployment of the GAC Huawei Cloud Car Machine technology, which was implemented in the Aion UT model within 20 days of its global debut [6].

Core Viewpoint - GAC Group and Huawei Terminal signed a comprehensive cooperation framework agreement to jointly develop competitive smart mobility solutions by leveraging their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [1] Group 1: Partnership Details - The collaboration will focus on co-building the HarmonyOS ecosystem and joint innovation in AI technologies [1] - GAC Group plans to integrate its industry advantages and market demands with Huawei Terminal for multi-dimensional technology implementation and product innovation [1] Group 2: Product Development - GAC's models, including the A800, M8, and S9, will feature Huawei's advanced driving and smart cockpit technologies [1] - The partnership aims to enhance the smart cockpit experience by deepening the integration of the Xiaoyi intelligent system, creating a new generation of smart cockpits with improved perception and interaction capabilities [1] Group 3: Market Strategy - GAC Group intends to develop tailored applications and services in collaboration with Huawei to enrich the smart mobility experience under the HarmonyOS ecosystem [1] - The partnership will accelerate GAC's expansion into the overseas smart mobility market [1]

Core Viewpoint - Huawei and GAC Group have signed a comprehensive cooperation framework agreement to jointly innovate in the fields of the HarmonyOS ecosystem, AI, and smart mobility solutions, aiming to enhance the competitiveness of China's automotive industry on a global scale [1] Group 1: Partnership Details - The agreement was signed by key representatives from both companies, including Huawei's Executive Director Yu Chengdong and GAC Group's Liang Weiqiang [1] - The collaboration will focus on deep integration of strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [1] Group 2: Strategic Goals - The partnership aims to accelerate the intelligent and international development of the Chinese automotive industry [1] - Both companies will work together to create globally competitive smart mobility solutions [1]

记者获悉，广汽集团今日与华为终端签署全面合作框架协议，将深化鸿蒙座舱等合作。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因依賴該等內容而引致的任何損失承擔任何責任。 為確定符合資格出席臨時股東會並於會上投票之本公司普通股股本中每股面值人民幣1.00 元之海外上市外資股（「H股」）的持有人的記錄日期為香港時間二零二六年一月十九日（星 期一）。為符合資格出席臨時股東會並於會上投票，H股持有人最遲須於香港時間二零二 六年一月十九日（星期一）下午四時三十分或之前將所有已填妥有關股份過戶文件連同有 關股票送達本公司H股股份過戶登記處卓佳證券登記有限公司，地址為香港夏愨道16號遠 東金融中心17樓。 有關臨時股東會的詳情（包括會議日期及地點在內）將載於本公司適時發出之通函及相關 會議通告。 承董事會命 廣州汽車集團股份有限公司 GUANGZHOU AUTOMOBILE GROUP CO., LTD. 2238 二零二六年第一次臨時股東會記錄日期 廣州汽車集團股份有限公司（「本公司」）計劃於二零二六年一月二十三日（星期五）召開及 舉行二零二六年第一次臨時股東會（「臨時股東會」）。 ...

Core Insights - Huawei's Executive Director Yu Chengdong visited GAC Group to discuss collaboration on the HarmonyOS ecosystem and showcased GAC's models equipped with Huawei's intelligent driving and smart cockpit technologies [1][4]. Group 1: Collaboration and Product Development - GAC's models such as A800, M8, and S9 are now featuring Huawei's intelligent driving and HarmonyOS smart cockpit, enhancing the smart experience in the automotive sector [1]. - Huawei aims to continuously improve and open up the HarmonyOS system and intelligent driving experiences, allowing various automotive partners to find suitable collaboration methods [1]. - The partnership between GAC and Huawei is seen as a strategic move to penetrate the high-end smart electric vehicle market, with the first model under the "Qijing" brand set to launch in June 2026 [4]. Group 2: Sales Performance - GAC Group reported cumulative vehicle sales of 1.1837 million units for the first three quarters of 2025, with Q3 sales reaching 428,400 units, reflecting a quarter-on-quarter growth of 11.49% [6]. - The total consolidated revenue for GAC Group reached 66.929 billion yuan, with Q3 revenue at 24.318 billion yuan, showing a quarter-on-quarter increase of 6.98% [6]. - The self-owned brands of GAC, including GAC Trumpchi, Aion, and Haobo, achieved significant growth, with combined Q3 sales of 159,500 units, marking a quarter-on-quarter increase of 15.09% [6].