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份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 GREAT WALL MOTOR COMPANY LIMITED* （於中華人民共和國註冊成立的股份有限公司） 股份代號：02333（港幣櫃台）及82333（人民幣櫃台） 海外監管公告 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第 13.10B 條發出。以下為長城汽 車股份有限公司於上海證券交易所網站（www.sse.com.cn）所刊發之「長城汽車股份有限公司 2025年年度報告摘要」。 承董事會命 長城汽車股份有限公司 公司秘書 李紅栓 中國河北省保定市，2026 年 3 月27 日 於本公告日期，董事會成員如下： 執行董事： 魏建軍先生、趙國慶先生及李紅栓女士。 長 城 汽 車 股 份 有 限 公 司 职工董事：盧彩娟女士。 非執行董事：何平先生。 獨立非執行董事： 樂英女士、 輝先生及鄒兆麟先生。 * 僅供識別 长城汽车股份有限公司 2025 年年度报告摘要 公司代码：601633 公 ...

据中国汽车工业协会统计 分 析， 2026 年 1-2 月， 销量排名前十位的 MPV 生产企业共销售 10.7 万辆， 占 MPV 销售总量的 81.9% 。 在上述十 家 企业中， 与去年同期相比，广汽传祺、比亚迪股份、广汽丰田和岚图汽车销量呈不同程度下 降，其他企业销量呈不同程度增长 。 来源： 中汽协会行业信息部 ...

点 击 蓝 字 关 注 我 们 本文为中国汽车流通协会乘用车市场信息联席分会发布的权威深度市场分析报告，涵盖了： 一、总体市场 二、车型大类细分市场 三、国别细分市场 四、品牌定位细分市场 五、价格定位细分市场 ■ 录 Contents 说明 批发销量：国内外批发销量 数据来源：中国汽车流通协会乘用车市场信息联席分会月报表(产量,零售,批发,出口,获义汇总,广义汇总)一经称 末计入份额低于2%的细分市场 豪华品牌指: 奔驰、宝马、奥迪、凯迪拉克、捷豹、路虎、沃尔沃、英菲尼迪、逐歌、特斯拉、仰望、尊界 以起步市场指导价划分,分为<10万、10-20万、20-30万、30-40万、≥40万五档 NEV = BEV(含FCV) + PHEV + EREV -.总体市场 ◆狭义乘用车产销情况- -2026年2月及累计 ◆广义乘用车产销情况- -2026年2月及累计 .车型大类细分市场 ◆各车型大类市场份额变化 ◆不同级别车型大类增速、销量和份额――2026年2月及累计 三.国别细分市场 ◆各国别市场份额变化 ◆各国别不同车型大类增速、销量和份额 -- 2026年2月及累计 四.品牌定位细分市场 ◆各品牌大类市场份额变 ...

乘联分会&CAM联合发布 全国乘用车市场 价格/优惠指数走势报告 2026年01月 | | CONTENTS 1.全国整体乘用车市场价格指数 2.全国整体乘用车市场优惠指数 3.全国新能源乘用车市场价格指数 4.全国新能源乘用车市场优惠指数 | 01 2026年01月 全国整体乘用车市场价格指数 加权价格变化指数—整体市场 | CAM · 01月整体市场价格变化指数为-0.26，市场成交价16.58万 月度价格变化指数 13.76 17.88 25.29 轿车 3.91% SUV -3.95% MPV -6.02% 上月成交均价 (万元) 车身形式 环比 本月成交均价 (万元) 月度销量份额变化 月度均价环比变化 本月整体市场监测车型销量合计147.6万辆 SUV 监测销量: 81.1万辆 份额占比: 55% 轿车 监测销量: 59.4万辆 份额占比: 40% MPV 监测销量: 7.1万辆 份额占比: 5% 16.62 16.58 基点 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 13.25 18.61 26.91 单位：万元 https://www.chinaautoma ...

【汽车】2026年乘用车：以高端、出海为矛破局 2025年回顾： 乘用车内需与出口稳健增长，中低端新能源加速渗透。2025年国内乘用车批发销量达2379.7万辆，同比+6%，在政策支持与消费复苏驱动下 保持韧性增长；乘用车出口573.1万辆，同比+21%，受益于自主品牌加速海外市场扩张与国产新能源车竞争力提升。中低端新能源加速渗透。据终端上险量 数据，10-15万元乘用车市场中，新能源渗透率已从2024 年的45%提升至 2025年的54%。 2026年展望： 乘用车销量预计温和增长，新能源高端化趋势明确，细分市场供给加速释放。我们预计2026年乘用车市场销量约2982万辆，同比+1%，新能 源乘用车销量约1705万辆，同比+10%，渗透率继续提升，但总量增速平缓。我们判断，新以旧换新政策边际利好中高端新能源车型，高端新能源，MPV、 越野等细分市场供给百花齐放。 投资建议： 我们看好全球化布局领先、高端化表现亮眼、智能化能力突出的车企。 【固收】战争与债券利率：历史经验能告诉我们什么 我们以文献综述方式，回顾战争冲击对海外各国债券市场（以美国为主）的影响和机制，总结出八个要点： 每周 一 景 ：甘孜藏族自治 ...

据中国汽车工业协会统计分析，2026年1月，销量排名前十位的MPV生产企业共销售6.3万辆，占MPV销售总量的 85.4%。在上述十家企业中，与去年同期相比，上汽通用五菱、上汽通用、长城汽车（601633）(601633.SH)、小 鹏汽车(09868)和东风公司销量呈不同程度增长，其他企业销量呈不同程度下降。 ...

据中国汽车工业协会统计分析，20 26年 1月， 销量排名前十位的 MPV 生产企业共销售 6.3 万辆，占 MPV 销售总量的 85.4% 。 在上述十家企 业中， 与去年同期相比，上汽通用五菱、上汽通用、长城汽车、小鹏汽车和东风公司销量 呈不同程度增长，其他企业销量呈不同程度下降 。 来源： 中汽协会行业信息部 ...

Overall Market - The report provides an in-depth analysis of the domestic and international wholesale sales of passenger vehicles, focusing on narrow and broad definitions of passenger cars [4][36] - In January 2026, the production and sales figures for narrow passenger vehicles showed a total production of 2,003,505 units and wholesale sales of 1,972,882 units, reflecting a year-on-year decline of 4.4% in production and 6.2% in wholesale [6][9] - The overall market for broad passenger vehicles in January 2026 recorded a total production of 2,016,657 units, with wholesale sales at 1,989,348 units, indicating a year-on-year decrease of 5.1% [9][11] Model Category Market Segmentation - The market share changes among different vehicle categories (sedans, MPVs, SUVs) were analyzed, with sedans experiencing a significant decline in retail sales by 24.5% to 622,234 units in January 2026 [14][17] - SUVs showed a slight increase in production by 5.0%, but retail sales still fell by 5.6% to 843,012 units [14][17] - The total retail sales for narrow passenger vehicles decreased by 13.9% to 1,544,610 units in January 2026 [14][17] Country Market Segmentation - The report highlights the market share changes by country, with domestic brands holding a significant share of 51.9%, while German brands accounted for 20.5% [19][22] - The year-on-year growth rates for different vehicle categories varied, with domestic SUVs experiencing a decline of 24.5% [22] - Japanese brands showed a slight decrease in sales by 0.4%, while American brands faced a more substantial decline of 19.4% [19][22] Brand Positioning Market Segmentation - The luxury vehicle segment, which includes brands like Mercedes-Benz and BMW, saw a retail sales decline of 15.2% to 174,229 units [24][27] - Mainstream joint venture brands experienced a smaller decline of 2.2%, with retail sales reaching 482,648 units [24][27] - Domestic brands faced a significant drop in sales by 19.0%, totaling 887,733 units [24][27] Price Positioning Market Segmentation - The report categorizes the market based on price segments, with vehicles priced below 10 million experiencing a year-on-year decline of 22.5% [29][30] - The 10-20 million price segment saw a decrease of 18.8%, while the 20-30 million segment had a decline of 5.4% [29][30] - Vehicles priced at 30-40 million showed a slight increase in market share, while those above 40 million remained stable [29][30]

Group 1: Tourism and Travel Trends - The "Qilu No. 1" tourist train, which started operations in April 2025, connects 11 cities including Jinan, Qingdao, Zaozhuang, and Yantai, facilitating access to over 200 scenic spots and boosting local tourism, dining, and accommodation sectors [2] - During the 9-day Spring Festival holiday in 2026, the "Qilu No. 1" train operates daily, enhancing travel options for tourists [3] - The train features a transformed green train design, offering amenities such as tea seats, a chess room, and an immersive experience with a wish wall and introductions to scenic spots along the route [5] Group 2: Car Rental Industry - Car rental companies are increasing capacity and optimizing service processes during the Spring Festival holiday, while transportation departments enhance regulation and support to provide diverse travel options [9] - High demand for car rentals is noted at airports and train stations, with family-friendly MPVs, SUVs, and new energy vehicles being the most popular, maintaining a booking rate of over 80% for hot models [11] - The Ministry of Transport encourages car rental companies to offer free one-way rentals and address the growing demand for new energy vehicles by providing charging point guidance and roadside assistance services [15]

Core Insights - GAC Group reported a total vehicle production of 110,795 units in January 2026, representing a year-on-year decrease of 4.77%, while vehicle sales reached 116,622 units, showing an increase of 18.47% [2] Production and Sales Overview - GAC Toyota's sales in January were 62,600 units, up 9.82% year-on-year [2] - GAC Trumpchi's sales increased significantly to 27,684 units, a rise of 51.06% year-on-year [2] - GAC Aion's electric vehicle sales surged to 21,635 units, marking a substantial growth of 171.63% year-on-year [2] - GAC Honda's sales fell to 4,558 units, down 69.86% year-on-year [2] Product Category Performance - Total passenger vehicle sales in January were 116,477 units, reflecting an 18.35% increase year-on-year [2] - SUV sales reached 75,094 units, up 60.42% year-on-year [2] - Sedan sales decreased to 27,936 units, down 14.82% year-on-year [2] - MPV sales dropped to 13,447 units, down 28.51% year-on-year [2] - Commercial vehicle sales were 145 units, showing a growth of 59.09% year-on-year [2] Energy Type Analysis - New energy vehicle production in January was 23,723 units, an increase of 42.82% year-on-year [2] - New energy vehicle sales reached 26,040 units, a significant increase of 162.9% year-on-year [2] - Sales of energy-efficient vehicles were 42,197 units, reflecting a year-on-year growth of 12.92% [2]