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GAC Group

Today’s Key News Recap

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1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

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JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

GAC Aion Clarifies False Claims of Regulatory Investigation

GAC Toyota Launches 2026 Platinum Smart 3X Pure Electric SUV

GAC Group Leads in Electric Vehicle Sales in Hong Kong

Guangzhou Auto Group's April 2026 Vehicle Production and Sales Increase Year-over-Year

Guangqi Toyota's April Sales Fell Year-Over-Year

BOFATrust Releases Q1 Financial Analysis and Rating Report for GAC Group

GAC Auto Exports Reach New Highs

JPMorgan Analyzes Guangzhou Automobile Group's Q1 Performance and Strategic Plan

Guangqi Energy's Electric Vehicle Charging Poles Exceed 25,000, Covering 31 Provinces and 213 Cities

GAC Achieves Over 86% Q1 Overseas Sales Growth, Accelerating Internationalization

Huang Jian Leads GAC Trumpchi to Overcome Brand and New Energy Transition Challenges

Guangqi Toyota's Platina Brand Announced April Sales Figures

GAC Aion N6 Electric SUV Officially Launched

GAC Group Reports Q1 2026 Revenue Growth but Net Loss

GAC Group released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 20.23 B (forecast CNY 25.75 B), actual EPS CNY -0.06 (forecast CNY -0.0488)

Guangzhou Automobile Group Completes Issuance of 2026 Fifth Issue Green Sci-Tech Innovation Bond

GAC Commences AION UT Production in Austria

Qijing Auto Debuts Qijing GT7 with HUAWEI Qian Kun's Latest Intelligent Technologies

GAC International Announces Global Strategy to Become a Leading Auto Exporter

GAC Hosts International Partner Conference to Showcase Advanced Technologies

During the 2026 Auto China, GAC upgraded its global strategy, launching a China Experience Tour for 21 media and KOLs from the Middle East and Africa. They explored GAC's intelligent manufacturing and tested models like the GS7 PHEV. This initiative aims to enhance GAC's brand influence and market anticipation in the region, with a goal of becoming a leading Chinese auto exporter by 2030. The tour generated significant media engagement, showcasing GAC's commitment to local markets and smart mobility.

prnewswire

08:10 ETStrong Communication Impact from Africa｜Middle East & Africa Media Explore GAC, Witnessing the Global Strength of Chinese Smart Manufacturing

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Nidec plans to exit its e-axle business in China and Europe, dissolving joint ventures with GAC and Stellantis due to intense competition. CEO Mitsuya Kishida described the sector as a 'red ocean.' The company reported significant losses in this division, totaling 87.7 billion yen in the first half of the fiscal year, prompting a strategic shift towards structural reform.

electrive

Nidec Corporation

Stellantis NV

Nidec

Honda Motor Co., Ltd.

Honda Motor

OMRON Corporation

Omron

Nidec to withdraw from e-axle business

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AION V achieved a 179% year-over-year increase in global sales in April, ranking first in the J.D. Power Compact BEV APEAL Study with a score of 837. The vehicle's popularity is attributed to its quality and safety features, including five-star ratings from Euro NCAP and ANCAP. AION V has received multiple awards in various markets, solidifying its status as a leading Chinese intelligent electric SUV.

Hua Xia CSI New Energy Vehicles ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

08:25 ETAION V Achieves Another Milestone: Global Sales Up 179% in April, Ranks First in J.D. Power Compact BEV APEAL Study

Market reports have surfaced regarding complaints about battery locking by automakers, prompting regulatory attention. Eight automakers, including BYD, Tesla, and XPeng, were reportedly summoned for discussions, with three under investigation. However, BYD, Tesla, XPeng, Li Auto, and GAC Aion have denied these claims, stating they have not been summoned or investigated. Tesla emphasized that all software updates are rigorously tested, while Li Auto labeled the information as false. GAC Aion also denied any involvement in the alleged regulatory discussions.

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XPeng

Automakers Deny Allegations of Regulatory Investigations Over Battery Locking

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GAC leads electric vehicle sales in Hong Kong in April 2026, achieving a total of 1,646 units sold, with 1,596 being battery electric vehicles. The company holds a 12% market share in the first four months of 2026. GAC's strong growth is evident as it positions Hong Kong as a key market for right-hand drive vehicles and accelerates its global expansion, with exports increasing by 133.9% year-on-year. GAC aims to integrate its products into local cultures while maintaining its leadership in various international markets.

Guotai CSI 800 Automobile and Parts ETF

23:04 ETGAC führt im April die EV-Verkäufe in Hongkong an und treibt seine globale Expansionsstrategie auf hohem Niveau voran

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GAC GROUPreported a 23.28% year-on-year increase in vehicle production for April, totaling 133,900 units, while sales rose by 3.88% to 121,000 units. Year-to-date production reached 528,700 units, up 1.71% YoY, and cumulative sales were 500,900 units, up 2.74% YoY. The company's stock saw a slight decline of 0.358%.

GAC Group(601238.SH)

08:10 ETStrong Communication Impact from Africa｜Middle East & Africa Media Explore GAC, Witnessing the Global Strength of Chinese Smart Manufacturing

Nidec to withdraw from e-axle business

08:25 ETAION V Achieves Another Milestone: Global Sales Up 179% in April, Ranks First in J.D. Power Compact BEV APEAL Study

Automakers Deny Allegations of Regulatory Investigations Over Battery Locking

23:04 ETGAC führt im April die EV-Verkäufe in Hongkong an und treibt seine globale Expansionsstrategie auf hohem Niveau voran

GAC GROUP Apr Vehicle Production Up 23.28% YoY; Sales Up 3.88%