证券代码：601633 证券简称：长城汽车 公告编号：2026-012 转债代码：113049 转债简称：长汽转债 长城汽车股份有限公司 2026 年 1 月产销快报 1月新能源车销售18,029台。 务请注意，上述产销量数字未经审核，亦未经本公司审计师确认，或会予以调整并有待最终确认。本公司刊发财务业绩后，股东及潜在投资者务必详阅。 特此公告。 长城汽车股份有限公司董事会 2026年2月1日 1 本公告乃由长城汽车股份有限公司（「本公司」）自愿刊发。 本公司董事会谨此宣布，本公司于2026年1月产销量详细如下(单位:台)： | 车型 | | | 销量 | | | | | | 产量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月度同比 | | | 年度同比 | | | | 月度同比 | | | 年度同比 | | | | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增 ...

（记者 曾健辉） 每经AI快讯，长城汽车2月1日晚间发布公告称，长城汽车2026年1月汽车总销量约9.03万辆，同比增加 11.59%；今年累计销量约9.03万辆，同比增加11.59%。 每经头条（nbdtoutiao）——特朗普大动作，金价30小时暴跌670美元！此前两周狂飙21%，也与他有 关！后市怎么走？各大机构表态，专家解读 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

智通财经APP讯，长城汽车(601633.SH)发布公告，公司2026年1月总计销量90,312台，同比增长 11.59%。1月海外销售40,278台。1月新能源车销售18,029台。 ...

长城汽车（601633）(601633.SH)发布公告，公司2026年1月总计销量90,312台，同比增长11.59%。1月海 外销售40,278台。1月新能源车销售18,029台。 ...

Group 1 - The core point of the article is that Great Wall Motors reported a total sales volume of 90,312 units in January 2026, representing an 11.59% year-on-year increase, and a total production volume of 90,074 units, which is a 9.17% year-on-year increase [1] - Among the brands, WEY brand showed significant growth with sales and production increasing by 57.24% and 70.17% respectively [1] - In contrast, the Ora brand experienced a decline in sales, with a year-on-year decrease of 6.20% [1] Group 2 - The company achieved overseas sales of 40,278 units in January [1] - The sales of new energy vehicles reached 18,029 units [1] - The reported production and sales data are unaudited and may be subject to adjustments [1]

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The penetration rate of domestic new energy passenger vehicles has reached 55%, and future sales growth is expected to slow down. However, the increase in battery capacity is anticipated to significantly impact demand, with a projected double-digit growth in battery demand for passenger vehicles by 2026 [2][4] - The domestic new energy passenger vehicle market has entered a consumption-driven growth phase since the end of 2020, with penetration rates increasing from around 10% to an expected 55% by the end of 2025. This growth is accompanied by a slowdown in sales growth due to a higher base [4][17] - The increase in battery capacity is expected to support the growth of battery installations, with single-vehicle battery capacity projected to rise from 52.8 kWh in April 2025 to 61.2 kWh by December 2025 for EVs, and from 23.3 kWh to 33.7 kWh for PHEVs during the same period [4][18] Summary by Sections Market Trends - The market for new energy passenger vehicles is projected to see a slight decline in total vehicle numbers, while new energy vehicles are expected to achieve small single-digit growth due to increased penetration rates. Battery capacity per vehicle is expected to increase by approximately 7%-8%, supporting a battery installation growth rate of around 12% [6][34] Policy and Economic Factors - Positive factors for battery capacity enhancement include changes in the old-for-new policy, which sets a subsidy cap at 8% of the vehicle price in 2026, and changes in purchase tax standards that require PHEVs to have a pure electric range of 100 kWh to qualify for tax exemptions [5][23] - The trend towards larger batteries in range-extended and plug-in hybrid vehicles is expected to continue, addressing consumer concerns about range anxiety and enhancing the perception of electric vehicles' convenience and cost-effectiveness [24] Product Development - Major manufacturers are launching new models with increased battery capacities. For instance, BYD and Geely are introducing models with capacities ranging from 20.79 kWh to 36.62 kWh for their 2026 versions [27][30] - The introduction of large-capacity EVs and PHEVs is expected to further enrich the market, with new models like the Wanjie M9 and NIO ES9 expected to have battery capacities around 100 kWh [31][33]

Group 1: Policy and Subsidies - Shanghai government announces support for vehicle replacement and upgrade, providing subsidies for purchasing new energy vehicles up to 15,000 yuan and for fuel vehicles up to 13,000 yuan [1] Group 2: Company Appointments - Chang Rui appointed as General Manager of Beijing Automotive Group, with the announcement made during a cadre meeting [2] Group 3: Financial Performance - GAC Group expects a net loss of 8 billion to 9 billion yuan for 2025, indicating a significant decline compared to the previous year [2] - Great Wall Motors reports a net profit of 9.912 billion yuan for 2025, a decrease of 21.71% year-on-year, despite a revenue increase of 10.19% to 222.79 billion yuan [3] Group 4: Technology and Upgrades - Hongmeng Zhixing launches OTA upgrades for all models, introducing over 30 new features including in-car dialogue and voice intercom for group travel [4] - CATL's "Sodium New" battery set to enter passenger vehicle market for public winter testing, with models from Changan and others participating [6] - ECARX announces the Zenith computing platform, set for mass production in 2027 [6] Group 5: Financial Losses and Corporate Decisions - Ford anticipates a pre-tax remeasurement loss of approximately 600 million USD in Q4 2025, affecting pension and retirement benefits [7] - Mercedes-Benz CEO declines proposal to relocate headquarters to the U.S., emphasizing the need for Europe to recognize investment competition [7] - Bosch reports a slight increase in sales to 91 billion euros for the 2025 fiscal year, with an expected EBIT margin of about 2% [7]

证券代码：601633 证券简称：长城汽车公告编号：2026-011 四、风险提示 转债代码：113049 转债简称：长汽转债 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。 本公告所载2025年年度主要财务数据为根据《中国企业会计准则》编制的初步核算数据，未经会计师事 务所审计，与经审计的财务数据可能存在差异，具体数据以公司2025年年度报告中披露的数据为准，提 请投资者注意投资风险。 2026年1月30日，长城汽车股份有限公司(以下简称"本公司"或"公司")以书面传签方式召开了第八届董事 会第四十七次会议，全体董事会成员审议并通过了《关于公司2025年年度业绩快报的议案》，表决结果 如下：8票同意，0票反对，0票弃权。本公司2025年年度业绩快报情况如下： 一、业绩快报期间 2025年1月1日至2025年12月31日 二、2025年年度主要财务数据和指标（合并财务数据） 单位：人民币亿元 三、经营业绩和财务状况情况说明 本报告期公司实现销量和营业收入的同比增长，同时加速构建直连用户的新渠道模式，以及加大新车 型、新技术的上 ...

Group 1 - The nomination of Kevin Warsh as the next Federal Reserve Chairman by President Trump has sparked hawkish expectations, leading to a significant sell-off in the global precious metals market, with silver dropping over 35% and gold nearly 13% [3][5] - The Federal Reserve's policy framework may see a notable shift if Warsh assumes leadership, as Deutsche Bank suggests a unique combination of "rate cuts and balance sheet reduction" could emerge under his guidance [3] - The U.S. Treasury Department reported a projected decline in national fiscal revenue for 2025, with total revenue expected to be 21.6 trillion yuan, a decrease of 1.7% year-on-year [4] Group 2 - The World Trade Organization ruled that U.S. clean energy subsidy measures violate WTO rules in the dispute initiated by China regarding the Inflation Reduction Act [4] - The China-UK economic relationship is set to deepen with the signing of four economic cooperation documents, focusing on "Export to China" initiatives and service trade agreements [4] - The Panama Supreme Court ruled that the contract for the operation of ports along the Panama Canal held by CK Hutchison is invalid, prompting a response from the Chinese government to protect its legitimate rights [4] Group 3 - The China Securities Regulatory Commission (CSRC) is working to enhance the attractiveness and flexibility of refinancing systems to support the capital market's stable growth [6] - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.96% and significant sell-offs in gold stocks [6] - The CSRC is revising the registration management measures for listed companies to clarify the types of strategic investors and enforce a minimum holding requirement of 5% [6] Group 4 - The regulatory body has issued new guidelines for fund sales and marketing practices, prohibiting collaborations with unqualified internet influencers and requiring the removal of misleading features from fund platforms [7] - The Hong Kong Securities and Futures Commission is addressing issues related to the surge in IPO applications expected in 2025, highlighting deficiencies in the preparation of listing documents [8] - The Shanghai Stock Exchange is monitoring stocks with abnormal fluctuations and has reported several cases of suspected violations to the CSRC [8]

长城汽车股份有限公司 2025年年度业绩快报 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。 本公告所载2025年年度主要财务数据为根据《中国企业会计准则》编制的初步核算数据，未经会计师事 务所审计，与经审计的财务数据可能存在差异，具体数据以公司2025年年度报告中披露的数据为准，提 请投资者注意投资风险。 2026年1月30日，长城汽车股份有限公司(以下简称"本公司"或"公司")以书面传签方式召开了第八届董事 会第四十七次会议，全体董事会成员审议并通过了《关于公司2025年年度业绩快报的议案》，表决结果 如下：8票同意，0票反对，0票弃权。本公司2025年年度业绩快报情况如下： 一、业绩快报期间 2025年1月1日至2025年12月31日 证券代码：601633 证券简称：长城汽车 公告编号：2026-011 转债代码：113049 转债简称：长汽转债 特此公告。 长城汽车股份有限公司董事会 2026年1月30日 二、2025年年度主要财务数据和指标（合并财务数据） 单位：人民币亿元 ■ 三、经营业绩和财务状况情况说明 本报 ...