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长安汽车(000625) - 2026年01月16日投资者关系活动记录表
2026-01-16 10:38
Sales Performance - In 2025, Changan Automobile's total sales reached 2.913 million units, a year-on-year increase of 8.5%, marking a nine-year high [1] - New energy vehicle (NEV) sales exceeded 1.1 million units, up 51% year-on-year, with a compound annual growth rate (CAGR) of 97.3% during the 14th Five-Year Plan [1] - Overseas sales reached 637,000 units in 2025, an 18.9% increase, with a CAGR of 50.5% during the same period [1] - The sales target for 2026 is set at 3.3 million units, a 13.3% increase, with NEV sales projected at 1.4 million units (up 26.2%) and overseas sales at 750,000 units (up 17.7%) [5] Brand Development - During the 14th Five-Year Plan, Changan launched three smart NEV brands: Avita, Deep Blue, and Changan Qiyuan [2] - Avita has maintained over 10,000 units in monthly sales for 10 consecutive months, while Deep Blue surpassed 700,000 units in sales within three years [2] - A total of 24 NEV models were launched, including 6 from Avita, 6 from Deep Blue, and 7 from Changan Qiyuan [2] Technological Advancements - Changan's self-developed battery brand "Jinzhongzhao" has superior thermal insulation performance, outperforming the industry by 30% [2] - The company has introduced the world's first multi-in-one electric drive and a hybrid engine with a thermal efficiency of 44.39% [2] - The "Beidou Tianshu" intelligent safety plan has evolved to version 2.0, focusing on comprehensive safety across various dimensions [3] Global Expansion - Changan's global sales network expanded from 63 countries in 2020 to 117 countries by 2025 [4] - The company established 7 spare parts centers and 5 service engineering centers globally, covering over 100 countries [4] - The number of overseas models increased from 17 to 41 during the 14th Five-Year Plan, including 25 fuel vehicles and 16 NEVs [4] Future Goals - By 2028, Changan aims to achieve cumulative sales of 40 million units for Chinese brands and break through 5 million units in annual production and sales by 2030, with NEVs accounting for over 60% [5] - The company plans to launch 43 new models over the next three years, including 35 NEVs and 8 fuel-efficient vehicles [6] - Continuous investment of over 5% of revenue in R&D is planned, focusing on AI, software, and next-generation battery technologies [7]
今年300万辆销量目标怎么实现?长安汽车谭本宏这么说
Nan Fang Du Shi Bao· 2025-07-30 09:43
谭本宏还强调要加强机制建设,给"打粮食"的兄弟们更好的机制、更宽阔的天地,这样才有助于实现年 度销量目标。 (文章来源:南方都市报) 据悉,下半年,长安各子品牌还将推出多款新品。谭本宏表示,这些新品都是基于全球标准、全球用户 需求开发出来的系列产品,将在三季度、四季度陆续推出,以期获得增量市场。 长安汽车全球化"海纳百川"计划正在加速推进,国际市场被置于重要地位。谭本宏表示,国际市场是支 撑长安汽车下半年销量甚至利润的重要板块。 他表示,对于长安汽车来说,今年国际市场增量必须要稳扎稳打。上半年,长安汽车集团已经在组织能 力上做了充分的布局,比如对5个大区进行战备调整,国际团队进行快速补充。据悉,长安汽车目标 2030年海外销量占比要超过总销量的30%。 7月30日,中国长安汽车集团媒体沟通会上,该集团党委副书记、董事谭本宏在介绍下半年工作部署时 提到,董事长定下了300万年度目标,下半年的任务其实更具挑战。但各个子品牌都有充分信心。目前 长安汽车内部已做了相关的工作部署,主要有几个方向,包括抓流量、抓新品、抓国际、抓创新、抓机 制。 谭本宏表示,长安汽车正紧抓已有产品如何变现、如何最大化实现商业价值的机会。他 ...