9月5日，广汽集团发布8月份产销快报称，8月汽车产量为128,238辆，同比下降17.93%，本年累计产量为1,058,393辆，同比下降9.74%；8月 汽车销量为135,695辆，同比下降8.43%，本年累计销量为1,010,477辆，同比下降12.32%。 具体到各个子公司，广汽本田8月产量为22,411辆，同比下降26%，本年累计产量为215,712辆，同比下降16.43%；8月销量为20,417辆，同 比下降37.83%，本年累计销量为191,097辆，同比下降30.27%。 广汽丰田8月产量为62,319辆，同比增长0.18%，本年累计产量为469,134辆，同比增长3.51%；8月销量为64,000辆，同比增长14.29%，本年 累计销量为466,683辆，同比增长4.73%。 广汽传祺8月产量为24,859辆，同比下降26.86%，本年累计产量为201,396辆，同比下降22.7%；8月销量为26,648辆，同比下降3.2%，本年累 计销量为197,014辆，同比下降18.66%。 | ਸ਼ 位 | | | F | 量(辆) | | | | | 销 | 量(辆) | | | | --- | - ...

近日，广汽集团发布了7月产销快报，当月汽车销量为11.95万辆，同比下降15.38%；1-7月累计销量为87.48万辆，同比下降12.89%。 广汽本田成为广汽集团销量下滑的"重灾区"，7月销量仅有16033辆，同比暴跌51.81%；1-7月累计销量同比下滑29.24%。自2021年起，该品牌已连续4年销量 下滑，2024年销量仅为47.06万辆，同比下滑26.52%。 自主板块方面，承压同样明显。传祺7月销量为24079辆，同比下滑6.66%；埃安新能源销量为21124辆，同比下降25.32%。销量下滑直接影响到了广汽集团 的业绩，据悉，广汽集团预计2025年上半年净亏损18.2亿元至26亿元，延续了2024年的颓势。去年广汽集团出现20年来首次亏损，扣非后巨亏43.5亿元。 面对困境，广汽集团全力实施3年"番禺行动"，通过自主品牌一体化运营改革来扭转困局。在技术领域，广汽集团投资15亿元成立了华望汽车，与华为开展 全栈合作，首款高端车型预计2026年上市，同时布局全固态电池研发，计划2026年装车。海外市场也成为广汽集团广汽集团新的突破口，出口累计同比增长 了45.8%，马来西亚和泰国工厂建成投产，也将进 ...

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]

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]

广州汽车集团股份有限公司 2025 年 7 月汽车产量为 128,490 辆，同比下降 18.06%，本年累计产量为 930,155 辆，同比下降 8.48%； 7 月汽车销量为 119,482 辆，同比下降 15.38%，本年累计销量为 874,782 辆，同比下降 12.89%。各主要投资企业产销数据如下： | 单 位 | | 去年 | 产 月度 | 量（辆） 本年 | 去年 | 累计 | | 去年 | 销 月度 | 量（辆） 本年 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | | | | | | 本月数 | | | | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 广汽本田汽车有限 公司 | 28,039 | 43,133 | -34.99% | 193,301 | 227,824 | -15.15% | 16,033 | 33,270 | -51.81% | 170 ...

Economic Recovery in Guangzhou - The latest economic data from Guangzhou indicates a positive recovery, with industrial output and real estate investment showing signs of growth after a prolonged downturn [1][3][4] - Guangzhou's economic growth rate reached 3.8% in the first half of the year, an improvement from 3.0% in the first quarter, and surpassing both provincial and national growth rates [1][3] Industrial and Real Estate Performance - The industrial sector in Guangzhou has seen a turnaround, with the city's industrial added value finally achieving positive growth after a year of decline, increasing by 0.7% [9][10] - Real estate development investment in Guangzhou grew by 4.1% in the first half of the year, marking the first positive growth since last year, following a 10.8% decline in the first quarter [1][12] Automotive Industry Insights - The automotive industry in Guangzhou is still recovering, with a year-on-year decline of 5.7% in added value, although this is an improvement from a 6.4% decline in the first quarter [5][9] - Guangzhou Automobile Group reported a total vehicle sales drop of 12.48% in the first half of the year, with specific brands like GAC Honda and GAC Aion experiencing significant declines [7][9] Investment and Infrastructure - Fixed asset investment in Guangzhou increased by 0.8% in the first half of the year, with infrastructure investment growing by 4.2% [13] - The issuance of special bonds has accelerated, supporting various investment projects, including a significant focus on land recovery and infrastructure development [12][13] Consumer Market Dynamics - Retail sales in Guangzhou grew by 5.9% in the first half of the year, outperforming both national and provincial averages, driven by consumption support policies [13][14] - The "old-for-new" consumption subsidy program has significantly boosted sales, contributing to a notable increase in online retail sales [14] Foreign Trade Performance - Guangzhou's import and export trade reached 6050.5 billion yuan in the first half of the year, a 15.5% increase year-on-year, with exports growing by 25.2% [17] - The city has maintained a robust trade performance despite external challenges, contributing significantly to national and provincial trade growth [15][17] Transportation and Logistics - The transportation sector in Guangzhou has shown resilience, with passenger traffic increasing by 0.9% and cargo volume growing by 2.4% in the first half of the year [19] - The upcoming major events, such as the Fifteenth National Games, are expected to further stimulate economic activity in the transportation sector [19] Innovation and R&D - There has been a steady increase in R&D spending among industrial and service enterprises in Guangzhou, indicating a growing focus on innovation [20] - The number of high-tech enterprises in Guangzhou has surpassed 13,500, reflecting a strong emphasis on technological advancement and innovation [20]

A 股代码：601238 A 股简称：广汽集团 H 股代码：02238 H 股简称：广汽集团 公告编号：临 2025-045 广州汽车集团股份有限公司 2025 年 5 月份产销快报 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。 | 单 位 | | | 产 | 量（辆） | | | | | 销 | 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 广汽本田汽车有限公 司 | 22,659 | 32,639 | -30.58% | 134,263 | 152,959 | -12.22% | 13,410 | 31,931 | -58.00% | 124 ...

A 股代码：601238 A 股简称：广汽集团 H 股代码：02238 H 股简称：广汽集团 公告编号：临 2025-042 广州汽车集团股份有限公司 2025 年 4 月份产销快报 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。 广州汽车集团股份有限公司 2025 年 4 月汽车产量为 108,620 辆，同比下降 25.74%，本年累计产量为 519,825 辆，同比下降 5.33%； 4 月汽车销量为 116,440 辆，同比下降 12.66%，本年累计销量为 487,527 辆，同比下降 10.22%。各主要投资企业产销数据如下： | 单 位 | | | 产 | 量（辆） | | | | | 销 | 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | ...