Group 1 - GAC Group reported a total vehicle sales of 135,700 units in August, representing a month-on-month increase of 13.6%, with all subsidiaries showing positive growth [2] - The company's inventory management policies have led to a 29.8% year-on-year decrease and an 8.6% month-on-month decrease in total inventory as of August 31 [2] - GAC Trumpchi's sales reached 26,648 units in August, up 10.7% month-on-month, while GAC Aion's sales were 27,044 units, reflecting a 2% month-on-month increase [2] Group 2 - GAC Honda's sales in August were 28,444 units, showing a month-on-month increase of 19.9%, while GAC Toyota's sales were 66,060 units, with a year-on-year growth of 4.8% and positive month-on-month growth [3] - From January to August, GAC's self-owned brand exports increased by 37.3%, ranking among the top in several key countries and regions [3] - GAC has become the first automaker to obtain dual 3C certification for AC and DC charging piles and has implemented V2G commercialization, enhancing its position in the electric vehicle market [3]

Overall Performance - In August, GAC Group experienced a decline in both production and sales, with production at 128,200 units, a year-on-year decrease of 17.93%, and sales at 135,700 units, down 8.43% [1] - Cumulatively, for the first eight months, production totaled 1,058,400 units, a year-on-year decline of 9.74%, while sales reached 1,010,500 units, down 12.32% [1] Subsidiary Performance - GAC Toyota showed growth against the trend, with August production increasing by 0.18% year-on-year and sales rising by 14.29%, leading to a cumulative sales increase of 4.73% [1] - Other subsidiaries faced significant declines: GAC Honda's sales dropped by 37.83% year-on-year, GAC Aion decreased by 23.46%, and GAC Trumpchi fell by 3.20% [1] New Energy Vehicle Performance - In August, new energy vehicle sales slightly increased to 38,200 units, reflecting a year-on-year growth of 1.79% [1] - However, cumulative sales for new energy vehicles in the first eight months were 225,800 units, down 4.15% year-on-year [1] Product Structure - SUV sales remained relatively stable, with August sales increasing by 5.76% year-on-year, although cumulative sales showed a decline of 3.89% [1] - MPV sales saw a significant drop, with August sales down 39.35% year-on-year and cumulative sales decreasing by 20.56% [1]

Core Insights - GAC Group reported a decline in both production and sales of vehicles in August, with total production down 17.93% year-on-year and total sales down 8.43% year-on-year [3] Group Summaries GAC Honda - In August, GAC Honda produced 22,411 vehicles, a decrease of 26% year-on-year, with cumulative production for the year at 215,712 vehicles, down 16.43% [2] - August sales were 20,417 vehicles, down 37.83% year-on-year, with cumulative sales of 191,097 vehicles, down 30.27% [2] GAC Toyota - GAC Toyota's production in August was 62,319 vehicles, a slight increase of 0.18% year-on-year, with cumulative production at 469,134 vehicles, up 3.51% [2] - August sales reached 64,000 vehicles, up 14.29% year-on-year, with cumulative sales of 466,683 vehicles, an increase of 4.73% [2] GAC Trumpchi - GAC Trumpchi produced 24,859 vehicles in August, down 26.86% year-on-year, with cumulative production at 201,396 vehicles, down 22.7% [2] - August sales were 26,648 vehicles, a decrease of 3.2% year-on-year, with cumulative sales of 197,014 vehicles, down 18.66% [2] GAC Aion - GAC Aion's production in August was 18,126 vehicles, a significant decline of 39.01% year-on-year, with cumulative production at 169,977 vehicles, down 14.67% [4] - August sales were 24,318 vehicles, down 23.46% year-on-year, with cumulative sales of 154,119 vehicles, down 17.31% [4] Other Segments - Other vehicle production totaled 523 units in August, a substantial increase of 757.38% year-on-year, with cumulative production at 2,174 units, up 48.29% [3] - The total production of new energy vehicles in August was 32,349 units, down 9.47% year-on-year, with cumulative production at 250,966 units, down 1.4% [3]

Core Viewpoint - GAC Group reported a significant decline in both production and sales figures for August 2025 compared to the same period last year, indicating potential challenges in the automotive market [1] Production Summary - The production volume for August 2025 was 128,238 vehicles, representing a decrease of 17.93% year-on-year [1] - Cumulative production for the year reached 1,058,393 vehicles, down 9.74% compared to the previous year [1] Sales Summary - The sales volume for August 2025 was 135,695 vehicles, reflecting an 8.43% decline year-on-year [1] - Cumulative sales for the year totaled 1,010,477 vehicles, which is a decrease of 12.32% compared to the same period last year [1]

Core Viewpoint - GAC Group reported a decline in both production and sales figures for August 2025 compared to the same period last year, indicating potential challenges in the automotive market [1] Production Summary - The automotive production for August 2025 is 128,200 units, representing a decrease of 17.93% year-on-year [1] - Cumulative production for the current year stands at 1,058,400 units, down 9.74% compared to the same period last year [1] Sales Summary - The automotive sales for August 2025 reached 135,700 units, reflecting a year-on-year decline of 8.43% [1] - Cumulative sales for the year amount to 1,010,500 units, which is a decrease of 12.32% compared to the previous year [1]

廣州汽車集團股份有限公司「( 本公司」) 2025 年 8 月汽車產量為 128,238 輛，與去年同期比較下降 17.93%，本年累計產量為 1,058,393 輛，與去年同期比較下降 9.74%；2025 年 8 月汽車銷量為 135,695 輛，與去年同期比較下降 8.43%，本年累計銷量為 1,010,477 輛，與 去年同期比較下降 12.32%。各主要投資企業產銷數據如下： | | | | 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 | 22,411 | 30,285 | - ...

Group 1 - The core point of the article indicates that GAC Group (601238.SH) announced a decline in automotive production and sales for August 2025, with production expected to be 128,200 units, a year-on-year decrease of 17.93% [1] - Cumulative production for the current year stands at 1,058,400 units, reflecting a year-on-year decline of 9.74% [1] - August automotive sales are reported at 135,700 units, which is a year-on-year decrease of 8.43% [1] - The cumulative sales for the current year amount to 1,010,500 units, showing a year-on-year decline of 12.32% [1]

格隆汇9月5日丨广汽集团(601238.SH)公布，公司2025年8月汽车产量为128,238辆，同比下降17.93%， 本年累计产量为1,058,393辆，同比下降9.74%；8月汽车销量为135,695辆，同比下降8.43%，本年累计销 量为1,010,477辆，同比下降12.32%。 ...

广汽集团9月5日公告，2025年8月汽车销量为135,695辆，同比下降8.43%。本年累计销量为1,010,477 辆，同比下降12.32%。 ...

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：临 2025-060 广州汽车集团股份有限公司 2025 年 8 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 8 月汽车产量为 128,238 辆，同比下降 17.93%，本年累计产量为 1,058,393 辆，同比下降 9.74%； 8 月汽车销量为 135,695 辆，同比下降 8.43%，本年累计销量为 1,010,477 辆，同比下降 12.32%。各主要投资企业产销数据如下： | 单 位 | | | 产 | 量（辆） | | | | | 销 | 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | ...