智通财经APP讯，广汽集团(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%。 ...

格隆汇10月10日丨广汽集团(601238.SH)公布，广州汽车集团股份有限公司2025年9月汽车产量为179,178 辆，同比增长11.17%，本年累计产量为1,237,571辆，同比下降7.21%；9月汽车销量为173,176辆，同比 下降5.17%，本年累计销量为1,183,653辆，同比下降11.34%。 ...

A 股代码：601238 A 股简称：广汽集团 H 股代码：02238 H 股简称：广汽集团 公告编号：2025-068 广州汽车集团股份有限公司 2025 年 9 月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 广州汽车集团股份有限公司 2025 年 9 月汽车产量为 179,178 辆，同比增长 11.17%，本年累计产量为 1,237,571 辆，同比下降 7.21%； 9 月汽车销量为 173,176 辆，同比下降 5.17%，本年累计销量为 1,183,653 辆，同比下降 11.34%。各主要投资企业产销数据如下： | 单 位 | | 去年 | 产 月度 | 量（辆） 本年 | 去年 | 累计 | | 去年 | 销 月度 | 量（辆） 本年 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | | | | | | 本月数 | | | | 去年 | 累计 | | | | ...

广汽集团10月10日晚间公告，2025年9月汽车销量为173,176辆，同比下降5.17%，本年累计销量为 1,183,653辆，同比下降11.34%。 ...

格隆汇10月10日｜广汽集团公告，2025年9月汽车产量17.92万辆，同比增长11.17%，本年累计产量 123.76万辆，同比下降7.21%；9月汽车销量17.32万辆，同比下降5.17%，本年累计销量118.37万辆，同 比下降11.34%。其中新能源汽车9月产量41820辆，同比增长28.33%，销量42565辆，同比下降9.24%。 ...

Core Insights - GAC Group announced that its automobile production in September 2025 reached 179,200 units, representing a year-on-year increase of 11.17% [1] - Cumulative production for the year stands at 1,237,600 units, showing a year-on-year decline of 7.21% [1] - September automobile sales totaled 173,200 units, reflecting a year-on-year decrease of 5.17% [1] - Year-to-date sales amount to 1,183,700 units, which is a year-on-year decline of 11.34% [1] - In the new energy vehicle segment, September production was 41,820 units, marking a year-on-year increase of 28.33% [1] - However, sales of new energy vehicles in September were 42,565 units, showing a year-on-year decline of 9.24% [1]

转自：智通财经 【广汽集团：9月汽车销量同比下降5.17%】智通财经10月10日电，广汽集团(601238.SH)公告称，2025 年9月汽车产量为17.9万辆，同比增长11.17%，销量为17.3万辆，同比下降5.17%。 ...

Core Viewpoint - GAC Group's stock rose over 3% following the announcement of a significant investment in Dongfeng Honda's engine subsidiary, indicating positive market sentiment towards the strategic move [1] Group 1: Investment Details - GAC Honda will acquire a 50% stake in Dongfeng Honda Engine Co., Ltd. from Dongfeng Motor Group through a public transfer at a base price of 1.172 billion yuan [1] - The funding for this acquisition will come from cash capital increase [1] - After the acquisition, GAC Group will inject cash into GAC Honda, while Honda will also increase its investment by contributing its remaining 50% stake in Dongfeng Honda Engine [1] Group 2: Ownership Structure - Post-transaction, the ownership structure of GAC Honda will remain stable at a 50:50 ratio between GAC Group and Honda [1] - Dongfeng Honda Engine will become a wholly-owned subsidiary of GAC Honda, facilitating deeper business integration [1]

Core Viewpoint - GAC Group's stock rose over 3% following the announcement of a significant investment in Dongfeng Honda Engine Co., Ltd, indicating positive market sentiment towards the company's strategic moves [1] Group 1: Stock Performance - GAC Group's shares increased by 3.34%, reaching HKD 3.4, with a trading volume of HKD 41.5263 million [1] Group 2: Strategic Announcement - GAC Group approved a proposal for GAC Honda to acquire a 50% stake in Dongfeng Honda Engine Co., Ltd from Dongfeng Motor Group through a public transfer at a base price of RMB 1.172 billion [1] - The funding for this acquisition will come from cash capital increase [1] Group 3: Ownership Structure - Post-transaction, the ownership structure will remain stable, with GAC Group and Honda maintaining a 50:50 shareholding ratio in GAC Honda [1] - After acquiring the 50% stake, GAC Group will inject cash into GAC Honda, while Honda will also increase its investment using its remaining 50% stake in Dongfeng Honda Engine, leading to GAC Honda becoming a wholly-owned subsidiary of Dongfeng Honda Engine [1]

Core Insights - The automotive industry is undergoing a deep transformation characterized by rapid technological iteration, restructuring of management processes, and adjustments in competitive dynamics, referred to as a "four-phase overlap" [2] - The chairman of GAC Group predicts that within ten years, at least 3 to 5 of the top 10 global automotive manufacturers will be Chinese companies, reflecting confidence in the future of the industry [2] - The competition in China's new energy vehicle (NEV) market is intensifying, with over 100 new models expected to launch in 2024, averaging one new model every four days [2] - Despite fierce competition, market concentration is increasing, with the top ten NEV manufacturers in China projected to sell a combined 9.641 million units from January to November 2024, a year-on-year increase of 35.5%, capturing a significant market share [2] Industry Trends - Future competition in the automotive industry will focus on three core dimensions, leading to an "ecological showdown," with a shift from hardware specifications to "scenario-based intelligent experiences" [4] - The NEV sector is recognized as a strategic emerging industry in China, integral to national manufacturing strength, carbon neutrality strategies, and new productivity initiatives, with a government emphasis on developing smart connected NEVs [4] - China has maintained its position as the world's largest producer and seller of NEVs for ten consecutive years, with a projected global market share of 63% by 2025, indicating that one in every two electric vehicles will be produced in China [4] Market Predictions - Leaders from various automotive companies predict significant changes in energy structure and market penetration rates for NEVs in China by 2030, with expectations of a 70% penetration rate for NEVs [7] - The market for traditional fuel vehicles is expected to shrink significantly, yet they will still retain a portion of the user base, indicating a continued presence in the market alongside hybrid and pure electric vehicles [7]