香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該等內容而 引致的任何損失承擔任何責任。 GUANGZHOU AUTOMOBILE GROUP CO., LTD. 廣州汽車集團股份有限公司 ( 於中華人民共和國註冊成立的股份有限公司 ) (股份編號: 2238) 海外監管公告 本公告乃廣州汽車集團股份有限公司（「本公司」）按香港聯合交易所有限公司證券上市規 則第 13.10B 條發出。 以下文件乃本公司於二零二六年三月二十七日在中華人民共和國上海證券交易所網頁登載， 僅供參閱。 承董事會命 廣州汽車集團股份有限公司 馮興亞 董事長 中國廣州，二零二六年三月二十七日 於本公告日期，本公司的執行董事為馮興亞及閤先慶，本公司的非執行董事為陳小沐、鄧蕾、 周開荃、王亦偉及洪素麗，以及本公司的獨立非執行董事為趙福全、肖勝方、王克勤及宋鐵波。 1. 《廣州汽車集團股份有限公司 2025 年年度報告摘要》 2. 《廣州汽車集團股份有限公司 2025 年年度報告》 3. 《廣州汽車集團股份有限公司 2025 ...

Core Insights - The core viewpoint of the articles emphasizes the strategic transformation of GAC Group's Aion BU, focusing on user-centric approaches and comprehensive upgrades in product matrix, brand channels, and service experiences as key to overcoming challenges in the automotive market, particularly in the context of increasing penetration of electric vehicles [1][2][3]. Sales Performance - In January 2026, Aion BU reported a total sales volume of 23,591 vehicles, marking a year-on-year increase of 63.9% despite a general market decline, indicating successful penetration during a traditionally slow sales period [1]. - The narrow passenger vehicle retail market was estimated at approximately 1.8 million units, reflecting a month-on-month decrease of 20.4% and a slight year-on-year increase of 0.3% [1]. Product Strategy - Aion BU's "National Good Car" strategy has shown results, with models like AION UT, RT, and V series achieving annual sales of 50,000 units, and the newly launched AION i60 exceeding 10,000 units in its first month [2][10]. - The product lineup will expand with the introduction of at least five new models in 2026, including the A800 flagship sedan and S600 SUV, aiming for a comprehensive product matrix covering mainstream to high-end segments [10][12]. Organizational Reform - Aion BU has undergone significant organizational restructuring, granting the BU president full operational decision-making authority, which enhances resource allocation and responsiveness to market demands [3][6]. - The management team, consisting of Zhang Xiong, Yang Long, and Feng Yu, has established a collaborative framework that integrates research, marketing, and product development [4][7]. Brand Positioning - Aion BU has adopted a dual-brand strategy with Aion targeting the mainstream market (10-20 million yuan) and Haopai focusing on the high-end segment (20-30 million yuan), effectively avoiding internal competition and enhancing market coverage [8][19]. - The initial success of this strategy is evident, with the Aion i60 achieving over 10,000 sales in its first month, contributing to a significant increase in overall sales [8]. Channel Integration - Aion BU has implemented a deep integration strategy for its dual-brand channels, resulting in 254 sales outlets across 147 cities by January 2026, enhancing resource sharing and customer experience [18][19]. - This integration has led to improved dealer performance, with increased customer conversion rates and a healthier inventory turnover of less than 1.5 months [19]. User Experience and Trust - Aion BU has introduced a "three responsibilities" service commitment to address customer concerns regarding electric vehicle reliability, enhancing user trust [21]. - The company has established a robust charging infrastructure with 24,000 self-operated charging stations and achieved high customer satisfaction ratings in after-sales service [22]. Conclusion - Aion BU's reform practices demonstrate a comprehensive approach to building competitive advantages through agile organization, brand collaboration, efficient channels, and user trust, as evidenced by significant sales growth and initial successes in brand synergy [23].

Core Viewpoint - The article emphasizes the strategic transformation of GAC Group's Aion BU, focusing on user-centric approaches and comprehensive upgrades in product matrix, brand channels, and service experiences, which have led to significant sales growth despite a challenging market environment [1][2][23]. Market Performance - In January 2026, Aion BU achieved a total sales volume of 23,591 vehicles, marking a year-on-year increase of 63.9% [1]. - The narrow passenger car retail market size was estimated at approximately 1.8 million units, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1]. Strategic Initiatives - Aion BU is implementing a "National Good Car" strategy, successfully launching models like AION UT, RT, and V series, each achieving annual sales of 50,000 units [2]. - The new model AION i60 became a bestseller with over 10,000 units sold in its first month, showcasing the brand's strong appeal in the personal consumer market [2][10]. Organizational Restructuring - Aion BU has undergone a significant organizational restructuring, granting it full decision-making authority across the value chain, which allows for rapid resource allocation and market responsiveness [4][9]. - The management team, consisting of Zhang Xiong, Yang Long, and Feng Yu, has established a closed-loop system connecting R&D, marketing, and product development [5][7]. Brand Positioning - Aion BU has adopted a dual-brand strategy with Aion targeting the mainstream market (10-20 million yuan) and Haobo focusing on the high-end market (20-30 million yuan), creating a complementary market coverage [9][10]. Product Development - Aion BU plans to launch at least five new models this year, including the A800 flagship sedan and S600 SUV, with over 30 new and updated models expected in the next three years [10][14]. - The A800 will feature Huawei's HarmonyOS and advanced driving systems, targeting tech-savvy elite users, while the N60 will focus on family users with its spacious and energy-efficient design [12][14]. Technological Advancements - Aion BU is pursuing a dual approach of self-research and collaboration, achieving significant advancements in battery technology with energy density reaching 350Wh/kg and drive efficiency exceeding 97% [14]. - Collaborations with Huawei and other tech giants are enhancing Aion BU's capabilities in smart driving and cockpit technology, positioning it for competitive advantages in the intelligent vehicle market [15][14]. Channel Strategy - Aion BU has integrated sales and service channels for both Aion and Haobo brands, covering 147 cities with 254 stores, enhancing resource sharing and reducing internal competition [18][19]. - The new channel strategy has improved dealer performance, with increased customer conversion rates and optimized inventory levels [19]. Customer Trust and Service - Aion BU has introduced a "three responsibilities" service commitment to address customer concerns regarding vehicle quality and safety, enhancing user trust [21][22]. - The company has established a robust charging infrastructure with 24,000 self-operated charging stations and high customer satisfaction ratings in after-sales service [22]. Conclusion - The reforms at Aion BU reflect a shift towards agile organization, brand collaboration, and efficient channels, demonstrating significant sales growth and setting a foundation for future success in the competitive automotive market [23].

Group 1 - GAC Aion has launched a limited-time pricing event for all models starting from June 12, aiming to enhance purchasing transparency by eliminating negotiation processes [1] - The promotional prices include AION UT starting at 53,800 yuan, AION RT at 91,800 yuan, and the Aion Baolong SUV at 94,800 yuan [1]

Core Insights - GAC Group reported a total sales revenue of 107.784 billion yuan for 2024, with a gross profit of 2.438 billion yuan and a net profit attributable to shareholders of 824 million yuan, resulting in a basic earnings per share of 0.08 yuan and a proposed final dividend of 0.02 yuan per share [1] Group Performance - The company faced significant operational challenges but initiated a comprehensive reform strategy aimed at improving management and operational efficiency to reverse the declining performance trend [1] - GAC Group's total vehicle sales exceeded 2 million units for the year, with a notable increase in sales from August 2024 onwards [1] - The company launched several key models under its self-owned brands, including the GAC Trumpchi Yawning S7 and multiple AION models, contributing to a total of approximately 415,000 units sold for GAC Trumpchi and 375,000 units for GAC Aion [1] International Expansion - In 2024, GAC Group's international strategy focused on deepening its global presence, achieving overseas vehicle sales of 127,000 units, a 67.6% increase year-on-year, with self-owned brand sales surpassing 100,000 units, marking a 92.3% growth [2] - The company has established local production capabilities with the launch of CKD factories in Malaysia and a smart factory for GAC Aion in Thailand, entering a new phase of vehicle exports and localized production [2] - GAC Group has set up six global after-sales parts warehouses, enhancing its logistics and parts supply system while entering the Thai market with its energy ecosystem [2] Technological Innovation - GAC Group emphasized technological self-reliance and innovation, investing over 7.15 billion yuan in R&D and filing more than 3,200 new patent applications, totaling over 21,000 patent applications by the end of 2024 [3] - The company introduced several models equipped with urban NDA intelligent driving features and became one of the first companies in China to conduct L3 autonomous driving trials [3] - GAC Group launched a new flying car brand, GOVY, along with its first composite wing flying car, GOVY AirJet, and introduced the industry's first variable wheel-foot intelligent robot, GoMate, accelerating its industrial application [3]

撰 文 / 牛跟尚 金轩奖评审团主席兼金轩研究院院长、知萌咨询机构创始人兼 CEO肖明超在1月6日的第十一届金 轩盛典上说。 经过金轩研究院对2024年参评的110个按照25%入围比例初评，按照50%淘汰率进行终审，最终有 50个案例获得作品、案例、公益与社会责任金奖。 这50个金轩奖中，哪些案例又能代表2025年的营销趋势呢？ 刚刚在2024年12月26日发布新一年十大消费趋势的肖明超，又带领团队金轩奖申报及获奖案例进行 筛选，最终评出2025年中国汽车十大营销趋势。 由此，2025年十大营销趋势是： 1、事件营销进阶，从广泛化追热到精准化 "圈" 粉； 2、跨界 IP 联动，以情感共鸣驱动品牌价值提升； 3、沉浸式技术体验，建立科技 "信任密码"； 4、聚焦 "她" 力量，开启女性市场新征途； 5、用户共创的升级，构建情感共同体； 6、极限挑战测试营销，彰显产品不凡； 7、扬帆出海，中国车企的全球进击之路； 设 计 / 师 超 "累计11届一共收到1005个案例，可以构成汽车营销的小模型，未来我们也希望通过金轩研究院挖 掘在这些案例背后的趋势。" 8、长期公益投入，点亮品牌形象的公益引擎； 9、打造新媒体 ...