截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長城汽車股份有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 1. 股份分類 | 普通股 | | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02333 | | 說明 | 無 | | | | | | | 多櫃檯證券代號 | 82333 | RMB | 說明 | 無 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | | 2,318,776,000 | RMB | | 1 RMB | | 2,318,776,000 | | 增加 / 減少 (-) | | | | 0 | | | RMB | | | | 本月底結存 | | | | 2,318,776,00 ...

每经AI快讯，长城汽车(02333.HK)跌超5%，截至发稿跌5.49%，报14.29港元，成交额4.68亿港元。 ...

长城汽车（601633）(02333)跌超5%，截至发稿，跌5.49%，报14.29港元，成交额4.68亿港元。 消息面上，长城汽车近日披露，公司2025年销售汽车132.37万辆，同比增长7.33%，对照全年400万辆业 绩目标来看，完成率仅为33.09%。从结构上看，长城汽车海外全年累计销量50.61万辆，高于新能源汽 车销量的40.36万辆。此外，长城汽车12月单月销量12.4万辆，同比下滑8.33%。 ...

消息面上，长城汽车近日披露，公司2025年销售汽车132.37万辆，同比增长7.33%，对照全年400万辆业 绩目标来看，完成率仅为33.09%。从结构上看，长城汽车海外全年累计销量50.61万辆，高于新能源汽 车销量的40.36万辆。此外，长城汽车12月单月销量12.4万辆，同比下滑8.33%。 智通财经APP获悉，长城汽车(02333)跌超5%，截至发稿，跌5.49%，报14.29港元，成交额4.68亿港元。 ...

Group 1 - The core viewpoint indicates that Hong Kong automotive stocks experienced a collective decline, with Great Wall Motors falling nearly 7% and NIO and Xpeng down over 4.2% [1] - The report from CICC suggests that the domestic automotive industry in mainland China will face certain challenges in demand due to ongoing policies, while overseas sales are expected to grow steadily [1] - Investment strategy emphasizes that auto parts are favored over complete vehicles, with a focus on opportunities arising from AI-related developments in robotics, intelligent driving, and data center liquid cooling [1] Group 2 - The report highlights that new policies are expected to support the passenger vehicle market, but domestic demand still faces challenges [2] - A study by Benchmark Mineral Intelligence predicts that global electric vehicle sales growth will reach its lowest level since the pandemic, with an expected increase of only 13% to 24 million units by 2026, significantly lower than the 22% growth forecast for 2025 [2] - The slowdown in the European market and rapid decline in the U.S. market are identified as new obstacles in the transition away from fuel vehicles [2]

Group 1 - The Hong Kong automotive stocks collectively declined, with Great Wall Motors falling nearly 7%, NIO and Xpeng down over 4.2%, and other companies like Chery, Leap Motor, and Geely dropping close to 4% [1] - A report from CICC indicates that by 2026, the domestic automotive industry in China will face certain challenges in internal demand, while overseas sales are expected to grow steadily. The investment strategy favors auto parts over complete vehicles, focusing on opportunities in AI-related sectors such as robotics, intelligent driving, and data center liquid cooling [1] - A separate report forecasts that global electric vehicle sales growth will reach its lowest level since the pandemic began in 2020, with an expected increase of only 13% to 24 million units by 2026, significantly lower than the 22% growth anticipated for 2025 due to a slowdown in the European market and a rapid decline in the U.S. market [1] Group 2 - The latest stock prices and changes for major automotive companies are as follows: Great Wall Motors at 14.090 (-6.81%), NIO at 39.440 (-4.55%), Xpeng at 76.950 (-4.23%), Chery at 29.040 (-3.84%), Leap Motor at 47.700 (-3.75%), Geely at 17.550 (-3.57%), Li Auto at 66.600 (-2.13%), BYD at 96.950 (-1.82%), and others showing minor declines [2]

Core Viewpoint - Great Wall Motors' stock price has experienced a decline of 2.03% as of January 5, 2025, with a market capitalization of 189.73 billion yuan, indicating a challenging market environment for the company [1]. Financial Performance - For the period from January to September 2025, Great Wall Motors achieved a revenue of 153.58 billion yuan, reflecting a year-on-year growth of 7.96%. However, the net profit attributable to shareholders decreased by 17.20% to 8.64 billion yuan [2]. - Cumulatively, the company has distributed a total of 34.70 billion yuan in dividends since its A-share listing, with 8.95 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Great Wall Motors stood at 137,500, a decrease of 22.95% from the previous period. The average number of circulating shares per shareholder remained at 0 [2]. - The top ten circulating shareholders include China Securities Finance Corporation, holding 197 million shares, and Hong Kong Central Clearing Limited, which reduced its holdings by 27.42 million shares to 58.10 million shares [3].

每经AI快讯，汽车股早盘走低。截至发稿，长城汽车(02333.HK)跌6.42%，报14.15港元；小鹏汽车- W(09868.HK)跌4.04%，报77.1港元；理想汽车-W(02015.HK)跌1.98%，报66.7港元。 ...

格隆汇1月4日丨长城汽车(601633.SH)公布2025年12月产销快报，12月销量总计124,020台，本年累计销 量1,323,672台，同比增长7.33%。12月海外销售57,418台，1-12月累计销售506,066台。12月新能源车销 售38,922台，1-12月累计销售403,653台。 ...

Core Insights - In December 2025, Great Wall Motors reported total sales of 124,020 units, a decrease of 8.33% compared to 135,286 units in the same month last year [2] - The total production for December was 116,812 units, down 16.38% from 139,697 units year-on-year [2] - For the entire year of 2025, total sales reached 1,323,672 units, reflecting a year-on-year growth of 7.33% from 1,233,292 units [2] - Total production for the year was 1,311,329 units, an increase of 5.71% compared to 1,240,483 units in the previous year [2] Monthly Performance by Brand - **Haval Brand**: December sales were 66,453 units, down 20.34% from 83,425 units last year; annual sales totaled 758,554 units, up 7.41% from 706,234 units [4] - **WEY Brand**: December sales increased by 46.45% to 12,899 units from 8,808 units; annual sales surged 86.29% to 101,954 units from 54,728 units [4] - **Great Wall Pickup**: December sales were 15,338 units, down 5.56% from 16,241 units; annual sales increased by 2.57% to 181,660 units from 177,100 units [5] - **Ora Brand**: December sales rose 71.60% to 8,134 units from 4,740 units; however, annual sales decreased by 23.68% to 48,289 units from 63,272 units [5] - **Tank Brand**: December sales were 21,129 units, down 3.43% from 21,879 units; annual sales increased by 0.74% to 232,713 units from 231,001 units [5] - **Others**: December sales were 67 units, down 65.28% from 193 units; annual sales decreased by 47.54% to 502 units from 957 units [6] Production Performance by Brand - **Haval Brand**: December production was 56,623 units, down 36.51% from 89,180 units; annual production totaled 731,889 units, a slight increase of 0.46% from 728,539 units [4] - **WEY Brand**: December production increased by 68.10% to 13,507 units from 8,035 units; annual production surged 94.65% to 105,267 units from 54,080 units [4] - **Great Wall Pickup**: December production was 16,332 units, up 16.29% from 14,044 units; annual production increased by 8.09% to 183,867 units from 170,113 units [5] - **Ora Brand**: December production rose 77.11% to 9,479 units from 5,352 units; annual production decreased by 18.61% to 48,735 units from 59,880 units [5] - **Tank Brand**: December production was 20,557 units, down 10.26% from 22,907 units; annual production increased by 5.85% to 240,568 units from 227,269 units [5] - **Others**: December production was 314 units, up 75.42% from 179 units; annual production increased by 66.61% to 1,003 units from 602 units [6] Additional Sales Information - In December 2025, Great Wall Motors sold 57,418 units overseas, with total overseas sales for the year reaching 506,066 units [6] - December sales of new energy vehicles were 38,922 units, with total sales for the year amounting to 403,653 units [6]