Core Insights - GAC Group showcased its second-generation embodied intelligent robots at the 2025 World Robot Conference, highlighting applications in healthcare and security [1] - The company aims to establish a global demonstration zone for humanoid robots in Guangzhou by the end of 2023, with plans for commercial validation by 2026 and large-scale production by 2027 [1] - GAC's humanoid robot GoMate features innovative design elements, including a variable wheel-foot configuration that reduces energy consumption by over 80% compared to similar products [1] Company Developments - GAC has achieved self-design and manufacturing of key components for its embodied intelligent robots, including drivers, motors, and dexterous hands [1] - The GoMate robot weighs only 40 grams for its self-developed driver, with an 80% reduction in size compared to industry averages [2] - The robot integrates advanced technologies such as pure visual autonomous driving algorithms and AI perception capabilities, allowing for rapid response to complex commands [2] Industry Trends - The robotics industry experienced a revenue growth of 27.8% in the first half of the year, with industrial and service robot production increasing by 35.6% and 25.5% respectively [2] - China continues to be the largest industrial robot application market globally for 12 consecutive years [2]

Core Insights - The automotive sales of GAC Group showed a significant decline in July, with total sales dropping by 15.4% year-on-year to 119,482 units, and cumulative sales for the first seven months down by 12.9% to 874,782 units [4] Group Summaries GAC Honda - GAC Honda's July sales were 28,039 units, a decrease of 34.99% year-on-year, with cumulative sales for the year at 193,301 units, down 15.15% [1] - The decline is attributed to shrinking demand for fuel vehicles and inventory adjustments, with July sales dropping to 16,033 units, a sharp decline of 51.81% [1] GAC Toyota - GAC Toyota reported July sales of 57,903 units, an increase of 12.74% year-on-year, making it the only segment with positive growth [2] - Cumulative sales reached 406,815 units, reflecting a growth of 4.04% compared to the previous year [2] GAC Trumpchi - GAC Trumpchi's sales in July were 23,414 units, down 28.94% year-on-year, with cumulative sales at 176,537 units, a decline of 22.08% [1][2] - The brand's performance continues to struggle, with a year-on-year decrease of 6.66% in July sales [1] GAC Aion - GAC Aion's July sales were 18,849 units, a decrease of 35.51% year-on-year, with cumulative sales for the year at 151,851 units, down 10.40% [1] - The decline is attributed to intensified competition in the A-class electric vehicle market and adjustments in pricing strategies [2] New Energy Vehicles - GAC Group's new energy vehicle sales in July were 31,485 units, a slight decrease of 9.76% year-on-year, with cumulative sales at 218,617 units, nearly flat with a decrease of 0.08% [1][2] - The new energy segment accounted for 28.0% of total passenger vehicle sales, with Aion contributing approximately 70% of new energy sales, although its growth rate lagged behind the industry average [2] Vehicle Categories - In July, sedan sales plummeted by 43.5% to 30,300 units, while MPV sales fell by 26.8% to 17,200 units [3] - Conversely, SUV sales increased by 12.1% to 71,700 units, driven by strong demand for models like the Toyota Highlander and Trumpchi GS8 [3] Overall Production and Sales - GAC Group produced 128,490 vehicles in July, a decrease of 18.06% year-on-year, with total production for the first seven months at 930,155 units, down 8.48% [1][4] - The overall automotive market is facing challenges, with significant declines in various segments impacting total sales figures [4]

Group 1 - The core point of the article highlights the financing activities of GAC Group, indicating a net sell-off in recent trading days [1] - On August 8, GAC Group had a financing buy-in amount of 0.16 billion, ranking 956th in the two markets, with a financing repayment amount of 0.26 billion, resulting in a net sell of 10.23 million [1] - Over the last three trading days (August 6-8), GAC Group experienced financing buy-ins of 0.09 billion, 0.31 billion, and 0.16 billion respectively [1] Group 2 - In terms of securities lending, on August 8, there were no shares sold short, but there was a net buy of 0.07 thousand shares [1]

Group 1 - GAC Group reported a decline in July 2025 automobile sales, totaling 119,500 units, a year-on-year decrease of 15.38% [1] - Cumulative sales for the current year reached 874,800 units, reflecting a year-on-year decline of 12.89% [1] - The automobile production in July 2025 was 128,500 units, down 18.06% compared to the previous year [1] Group 2 - Cumulative production for the current year was 930,200 units, showing a year-on-year decrease of 8.48% [1]

Group 1 - In July, GAC Group's terminal sales reached 147,000 vehicles, with cumulative sales exceeding 1 million from January to July, and a 45% year-on-year increase in export sales of self-owned brands [1] - GAC Trumpchi's wholesale sales in July were 24,079 vehicles, with new energy vehicle sales of 5,361 units (up 15.6%) and SUV sales of 13,133 units (up 41.3%); GAC Aion's terminal sales for July were 26,557 vehicles [1] - GAC Toyota's terminal sales in July were 66,018 vehicles (up 11.7%), while GAC Honda is accelerating its smart electric transformation with July sales of 23,715 vehicles [1] Group 2 - GAC Group is embracing AI transformation, having released the "GAC Starling AI Panorama" in April to establish a new travel landscape [2] - The company has made significant progress in its flying car segment, with the GOVY AirJet successfully completing its first flight and the GOVY AirCab entering the certification phase, aiming for mass production by 2026 [2] - GAC plans to establish the world's first humanoid robot demonstration area in Guangzhou by 2025, with a target of exceeding 1 billion yuan in robot output value by 2030 [2]

Core Insights - GAC Group reported a total vehicle sales of 147,000 units in July, with cumulative sales exceeding 1 million units from January to July, and a 45% year-on-year increase in exports of its self-owned brands [1][2] Sales Performance - GAC Trumpchi's wholesale sales in July reached 24,079 units, with new energy vehicle sales at 5,361 units, up 15.6% year-on-year; SUV sales increased by 41.3% to 13,133 units; the Trumpchi MPV family celebrated the production of its 800,000th vehicle, with the M8 series surpassing 450,000 units in cumulative sales [1] - GAC Aion's terminal sales in July amounted to 26,557 units [1] - GAC Toyota's terminal sales in July were 66,018 units, reflecting an 11.7% year-on-year growth, with the Platinum 3X achieving a record monthly sales of 6,834 units and the Camry's sales rising by 34.4% to 17,718 units [1] - GAC Honda's terminal sales reached 23,715 units in July [1] International Expansion - From January to July, GAC Group's self-owned brand exports saw a 45% year-on-year increase [2] - On July 15, GAC entered the UK market through a strategic partnership with Ample, planning to launch two global strategic models, AION V and AION UT, in the first quarter of 2026 [2] - GAC participated in several international events to enhance its global brand recognition, showcasing models like GS4, AION V, AION UT, and AION Y [2] Technological Innovation - In April, GAC launched the "GAC Starlink AI Panorama," focusing on a new travel paradigm, including the development of flying cars [2] - The GOVY AirCab, a flying car with a range of 20-30 km, was delivered in Hong Kong on July 24, with plans for certification and mass production by the second half of 2026 [3] - GAC is exploring applications for flying cars in tourism, emergency rescue, and logistics, with plans for demonstration operations in the Guangdong-Hong Kong-Macao Greater Bay Area by 2027 [3] - GAC unveiled three embodied intelligent robot products at the 2025 World Robot Conference, with plans to establish a demonstration zone in Guangzhou by 2025 and aim for a robot output value exceeding 1 billion yuan by 2030 [3]

Summary of GAC Group's July 2025 Production and Sales Report Core Viewpoint GAC Group reported a significant decline in both production and sales of vehicles in July 2025, with a notable drop in the performance of its subsidiaries, particularly in the electric vehicle segment. The company anticipates a substantial net loss for the first half of the year compared to the previous year. Group 1: Production and Sales Data - In July, GAC Group's total vehicle production was 128,490 units, a year-on-year decrease of 18.06% [1] - Cumulative production for the year reached 930,155 units, down 8.48% compared to the same period last year [1] - Total vehicle sales in July were 119,482 units, reflecting a year-on-year decline of 15.38% [1] - Year-to-date sales totaled 874,782 units, a decrease of 12.89% from the previous year [1] Group 2: New Energy Vehicle Performance - In July, the production of new energy vehicles was 31,485 units, down 9.76% year-on-year [1] - Sales of new energy vehicles in July were 33,411 units, a slight decrease of 1.38% compared to the same month last year [1] - Cumulative production of new energy vehicles for the year was 218,617 units, nearly unchanged with a decrease of only 0.08% [1] Group 3: Subsidiary Performance - GAC Honda's July sales plummeted to 16,033 units, a staggering decline of 51.81% year-on-year [3] - GAC Aion's July sales were 21,124 units, down 25.32% compared to the same month last year [3] - GAC Toyota's July sales increased by 8.23% to 58,011 units, while GAC Trumpchi's sales fell by 6.66% to 24,079 units [3] Group 4: Financial Outlook - GAC Group expects a net loss attributable to shareholders for the first half of 2025 to be between 1.82 billion and 2.6 billion yuan, contrasting with a net profit of over 1.5 billion yuan in the same period last year [1]

Core Viewpoint - GAC Group reported a decline in both production and sales figures for July 2025 compared to the same period last year, indicating potential challenges in the automotive market [1] Production Summary - The automotive production for July 2025 was 128,500 units, representing an 18.06% decrease year-on-year [1] - Cumulative production for the year reached 930,200 units, down 8.48% compared to the previous year [1] Sales Summary - The automotive sales for July 2025 totaled 119,500 units, reflecting a 15.38% decline year-on-year [1] - Cumulative sales for the year amounted to 874,800 units, which is a 12.89% decrease compared to the same period last year [1]

格隆汇8月8日丨广汽集团(02238.HK)宣布，公司2025年7月汽车产量为128,490辆，与去年同期比较下降 18.06%，本年累计产量为930,155辆，与去年同期比较下降8.48%；2025年7月汽车销量为119,482辆，与 去年同期比较下降15.38%，本年累计销量为874,782辆，与去年同期比较下降12.89%。 ...

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。 | | | | 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 | | | | | （%） | | | （%） | | | （%） | | | （%） | | 廣汽傳祺汽車 有限公司 | 23,414 | 32,949 | -28.94% | 176,537 | 226,552 | -22.08% | 24,079 | 25,797 | -6.66% | 170,366 | 2 ...