GAC GROUP(SH:601238) Huan Qiu Wang·2026-01-04 06:24Core Insights - GAC Group achieved significant growth in its overseas business, exporting over 130,000 vehicles in 2025, representing a 45% year-on-year increase [1][2] - The company has established itself among the top eight Chinese self-owned brands in terms of export volume, with nearly a threefold increase in sales over the past two years [1] Group 1: Sales Performance - In 2023, GAC's overseas sales reached 45,000 units, followed by 90,000 units in 2024, culminating in over 130,000 units in 2025 [1] - The growth trajectory reflects a robust sales performance, with a 45% increase in 2025 compared to the previous year [1] Group 2: Strategic Initiatives - GAC's "One GAC 2.0" strategy focuses on a unified vision and localized actions to enhance market presence and accelerate internationalization [2] - The company has launched multiple localized initiatives, including actions in Thailand, Brazil, and Australia, to integrate and serve local markets effectively [2] Group 3: Market Expansion - In 2025, GAC introduced five new models and expanded into 16 new markets, including Brazil, Poland, Portugal, Australia, and Argentina, increasing its global coverage to 86 countries and regions [2] - The global channel network grew by 281 new outlets, bringing the total to 630, with ongoing production of KD models in Indonesia and Malaysia [2] Group 4: Future Goals - GAC aims to achieve an export target of 250,000 vehicles in 2026, marking a critical phase for the company's overseas business growth [2] - This target is part of GAC's strategy to establish itself as a leader in the globalization of Chinese automotive brands [2]