Core Viewpoint - GAC Group has established a new business unit (BU) for the Trumpchi brand, aiming to enhance decision-making efficiency and market responsiveness through integrated operations across the entire value chain [2] Group 1: Business Unit Strategy - The newly formed Trumpchi BU will focus on revitalizing the Trumpchi brand by emphasizing a "mainstream, elegant, high-quality" brand positioning [2] - The strategy includes three main paths: technological upgrades, product redefinition, and deepening user experience [2] - The goal is to create a more competitive product matrix, advanced ecological technologies, and user-centric service experiences to elevate the brand [2] Group 2: Performance Validation - The successful performance of the Aion BU has validated the feasibility of the BU model [2] - By December 2025, Aion BU's sales surpassed 40,000 units, with the Aion i60 achieving over 10,000 units in its first month of sales, providing a replicable success model for Trumpchi BU [2] Group 3: Future Outlook - GAC Group aims to enhance resource integration and accelerate market response through the establishment of both Aion and Trumpchi BUs [2] - The company plans to implement a "dual BU drive" to accelerate the "Panyu Action" initiative and continuously improve its competitive capabilities [2]

Core Viewpoint - GAC Group is advancing its "Panyu Action" reform, marking a significant step in the establishment of its independent brand business unit (BU) with the formation of the Trumpchi BU on January 16, 2026, which aims to enhance operational efficiency and market responsiveness [2] Group 1: Organizational Changes - The establishment of the Trumpchi BU is part of GAC Group's deeper reform of its independent brand system, aiming for clearer responsibilities, focused resources, and more efficient operations [2] - The Trumpchi BU will integrate resources across the entire value chain, including R&D, manufacturing, and sales, to improve decision-making efficiency and market response speed [2] Group 2: Market Strategy and Performance - The Aion BU, established prior to the Trumpchi BU, has demonstrated the effectiveness of the BU model by achieving sales of over 40,000 units by December 2025, showcasing resilience in the competitive electric vehicle market [3] - The Aion i60 model achieved over 10,000 units in sales in its first month, serving as a key driver for overall sales growth [3] Group 3: Future Directions and Collaborations - GAC Group's strategy emphasizes resource sharing and collaborative development as essential for building core competitiveness, with the dual BU approach accelerating the implementation of the "Panyu Action" [3] - GAC Group's transformation into a technology-driven enterprise is influenced by its collaboration with Huawei, integrating user-centric thinking into its R&D processes [4] - The partnership with Huawei involves deep co-creation across various aspects, including technology, market insights, and product development, with a significant number of Huawei's R&D personnel involved in the collaboration [4]

广州汽车集团股份有限公司 关于估值提升计划的公告 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。 H股代码：02238 H 股简称：广汽集团 A股代码：601238 A股简称：广汽集团 公告编号：临2025-016 二、估值提升计划的具体内容 重要内容提示: ●根据《上市公司监管指引第 10 号——市值管理》的相关规定，为切实推 动提升广州汽车集团股份有限公司（简称"公司"或"广汽集团"）投资价值， 增强投资者回报，结合公司发展规划，拟在公司治理、经营提升、并购重组、股 权激励及员工持股、现金分红等领域充分考虑投资者利益和回报，坚持稳健经营， 不断提升公司投资价值。经公司董事会审议批准，制定《估值提升计划》。 ●相关风险提示：本《估值提升计划》是基于目前公司的实际情况而做出的 计划方案，不构成公司对业绩、股价、重大事件等任何指标或事项的承诺。公司 业绩及二级市场表现受到宏观形势、行业政策、市场情况等诸多因素影响，实现 情况存在不确定性。 一、估值提升计划的触发情形及审议程序 （一）触发情形 2024 年 1 月 1 日至 20 ...