(股份代號：2238) 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 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔任 何 責任 。 GUANGZHOU AUTOMOBILE GROUP CO., LTD. 廣州汽車集團股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 代 表 董 事 會 廣 州 汽 車 集 團 股 份 有 限 公 司 馮興亞 董事長 中 國 廣 州 ， 二 零 二 五 年 十 月 十 四 日 於 本 公 告 日 期 ， 本 公 司 的 執 行 董 事 為 馮 興 亞 ， 本 公 司 的 非 執 行 董 事 為 陳 小 沐 、 鄧 蕾 、 周 開 荃 、 王 亦 偉 和 洪 素 麗 ， 以 及 本 公 司 的 獨 立 非 執 行 董 事 為 趙 福 全 、 肖 勝 方 、 王 克 勤 和 宋 鐵 ...

Core Viewpoint - GAC Group is experiencing significant sales growth and is actively expanding its global presence, particularly in the electric vehicle market and international markets, while enhancing its technological capabilities through partnerships. Group 1: Sales Performance - In September, GAC Group sold 173,000 vehicles, a month-on-month increase of 27.6%, with all brands showing positive growth [1] - From January to September, GAC Group exported 92,000 vehicles, with over 85,000 being self-owned brands, marking a year-on-year growth of 16.5% [2] - GAC Trumpchi sold 36,078 vehicles in September, a year-on-year increase of 3.8% and a month-on-month increase of 35.4% [1] - GAC Aion's September sales reached 29,113 vehicles, a month-on-month increase of 7.7%, with the AION V Home model contributing to a 256% increase in sales [1] - GAC Toyota's September sales were 71,220 vehicles, a month-on-month increase of 7.8%, while GAC Honda sold 32,808 vehicles, a month-on-month increase of 60.7% [1] Group 2: Global Expansion Strategy - GAC Group is focusing on "electrification leadership and localized deep cultivation" to drive global development [2] - The company plans to accelerate its entry into the European market, starting with Poland, Portugal, and Finland, aiming for full coverage by 2028 [2] - GAC is also expanding in Southeast Asia with a KD factory in Cambodia and a second locally assembled model in Malaysia, while entering three new countries in the Americas [2] Group 3: Technological Advancements - GAC is collaborating with Huawei to launch a high-end smart electric vehicle brand called "Qijing," integrating advanced smart technologies [3] - The company has expanded its self-operated charging network to cover 204 cities across 31 provinces, with over 20,000 charging piles and the largest number of 1000V fast charging piles among automakers [3] - GAC has established a comprehensive layout for vehicle-to-grid (V2G) services, creating the largest V2G demonstration project in the country [3]

Core Insights - GAC Group reported a total vehicle sales of 173,000 units in September, representing a month-on-month increase of 27.6% [1] - The company exported 92,000 vehicles from January to September, with over 85,000 units being self-owned brands, marking a year-on-year growth of 16.5% [2][3] Brand Performance - GAC Trumpchi sold 36,078 units in September, showing a year-on-year increase of 3.8% and a month-on-month increase of 35.4% [1] - GAC Aion achieved a terminal sales figure of 29,113 units in September, with a month-on-month increase of 7.7% [1] - GAC Toyota's September sales reached 71,220 units, reflecting a month-on-month growth of 7.8% [2] - GAC Honda's September sales were 32,808 units, with a significant month-on-month increase of 60.7% [2] New Product Launches and Market Expansion - GAC Group showcased five key models at the Munich Motor Show, revealing plans to accelerate its entry into the European market starting from September [2] - The company is set to establish a KD factory in Cambodia with an annual production capacity of 15,000 units, expected to commence production in January 2026 [3] - GAC Group announced a high-end smart electric vehicle brand "Qijing" in collaboration with Huawei, integrating advanced smart technologies [3] Infrastructure and Ecosystem Development - GAC Group has expanded its self-operated charging network, covering 31 provinces and cities with over 20,000 charging piles [3] - The company has established the largest V2G demonstration project in the country, focusing on vehicle-to-grid interaction services [3]

Core Insights - GAC Group reported a total vehicle production of 179,178 units in September, representing a year-on-year increase of 11.17%, but a cumulative production of 1,237,571 units for the year, which is a decrease of 7.21% compared to the previous year [3] - The total vehicle sales in September were 173,176 units, showing a year-on-year decline of 5.17%, with a cumulative sales figure of 1,183,653 units for the year, down 11.34% from last year [3] GAC Honda - In September, GAC Honda produced 33,555 units, a decrease of 2.52% year-on-year, with a cumulative production of 249,267 units for the year, down 14.79% [1] - The sales for September were 32,808 units, reflecting a year-on-year decline of 6.61%, with a cumulative sales figure of 223,905 units, down 27.58% year-on-year [1] GAC Toyota - GAC Toyota's production in September reached 81,459 units, an increase of 24.86% year-on-year, with a cumulative production of 550,593 units for the year, up 6.20% [2] - The sales for September were 76,500 units, showing a year-on-year growth of 5.84%, with a cumulative sales figure of 543,183 units, up 4.89% year-on-year [2] GAC Trumpchi - GAC Trumpchi produced 36,106 units in September, a year-on-year increase of 3.91%, but the cumulative production for the year was 237,502 units, down 19.57% [2] - The sales in September were 36,078 units, reflecting a year-on-year increase of 3.77%, with a cumulative sales figure of 233,092 units, down 15.84% year-on-year [2] GAC Aion - GAC Aion's production in September was 27,606 units, a year-on-year increase of 3.31%, with a cumulative production of 197,583 units for the year, down 12.54% [2] - The sales for September were 27,297 units, showing a significant year-on-year decline of 32.37%, with a cumulative sales figure of 181,416 units, down 19.99% year-on-year [2] Other Brands - Other brands produced 452 units in September, a remarkable year-on-year increase of 822.45%, with a cumulative production of 2,626 units for the year, up 73.33% [2] - The sales for September were 493 units, reflecting a year-on-year increase of 447.78%, but the cumulative sales figure for the year was 2,057 units, down 51.92% [2] New Energy Vehicles - The production of new energy vehicles in September was 41,820 units, a year-on-year increase of 28.33%, with a cumulative production of 292,786 units for the year, up 1.97% [4] - The sales for September were 42,565 units, showing a year-on-year decline of 9.24%, with a cumulative sales figure of 268,343 units, down 4.99% year-on-year [4] Energy-Saving Vehicles - Energy-saving vehicles produced 50,379 units in September, a year-on-year increase of 21.43%, with a cumulative production of 331,974 units for the year, up 11.86% [4] - The sales for September were 46,968 units, reflecting a year-on-year growth of 2.96%, with a cumulative sales figure of 326,413 units, up 6.70% year-on-year [4]

Core Insights - GAC Group (02238.HK) reported a production of 179,178 vehicles in September 2025, representing an increase of 11.17% compared to the same period last year [1] - Cumulative production for the year reached 1,237,571 vehicles, showing a decline of 7.21% year-on-year [1] - Vehicle sales in September 2025 totaled 173,176 units, reflecting a decrease of 5.17% compared to the same month last year [1] - Year-to-date sales amounted to 1,183,653 vehicles, which is a decline of 11.34% compared to the previous year [1]

广汽集团(02238)发布公告，该公司2025年9月汽车产量为17.92万辆，与去年同期比较增长11.17%，本年 累计产量为123.76万辆，与去年同期比较下降7.21%;2025年9月汽车销量为17.32万辆，与去年同期比较 下降5.17%，本年累计销量为118.37万辆，与去年同期比较下降11.34%。 ...

Core Insights - GAC Group (601238)(02238) announced that its automobile production in September 2025 reached 179,200 units, representing an increase of 11.17% compared to the same period last year [1] - The cumulative production for the year stands at 1,237,600 units, reflecting a decrease of 7.21% year-on-year [1] - In September 2025, the automobile sales were 173,200 units, which is a decline of 5.17% compared to the same month last year [1] - The cumulative sales for the year totaled 1,183,700 units, marking a year-on-year decrease of 11.34% [1]

| | | | 產 量（輛） | | | | | 銷 | 量（輛） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 單 位 | | | 月度同比 | | 累計同比 | | | 月度同比 | | | 累計同比 | | | 本月數 | 去年同期 | 增減 | 本年累計 | 去年累計 | 增減 本月數 | 去年同期 | 增減 | 本年累計 | 去年累計 | 增減 | | | | | （%） | | | （%） | | （%） | | | （%） | | 廣汽本田汽車 有限公司 | 33,555 | 34,421 | -2.52% | 249,267 | 292,530 | -14.79% | 32,808 35,130 | -6.61% | 223,905 | 309,169 | -27.58% | | 廣汽豐田汽車 有限公司 | 81,459 | 65,242 | 24.86% | 550,593 | 518,468 | 6.20% | 76,500 72,278 | 5.84% | 543,183 ...

Core Viewpoint - GAC Group (601238) reported a production forecast of 179,200 vehicles for September 2025, representing a year-on-year increase of 11.17%. However, the cumulative production for the current year stands at 1,237,600 vehicles, reflecting a year-on-year decline of 7.21% [1] Production and Sales Summary - In September, the total vehicle production was 179,200 units, which is an increase of 11.17% year-on-year [1] - The cumulative production for the year reached 1,237,600 units, showing a decrease of 7.21% compared to the previous year [1] - Vehicle sales in September totaled 173,200 units, marking a year-on-year decline of 5.17% [1] - The cumulative sales for the year amounted to 1,183,700 units, which is a decrease of 11.34% year-on-year [1] New Energy Vehicle Performance - In September, the production of new energy vehicles reached 41,820 units, indicating a year-on-year increase of 28.33% [1] - The sales of new energy vehicles in September were 42,565 units, which represents a year-on-year decline of 9.24% [1]

广汽集团（601238）(601238.SH)发布公告，公司2025年9月汽车产量为17.92万辆，同比增长11.17%，本 年累计产量为123.76万辆，同比下降7.21%;9月汽车销量为17.32万辆，同比下降5.17%，本年累计销量为 118.37万辆，同比下降11.34%。 ...