GUANGZHOU AUTOMOBILE GROUP CO., LTD.
2238
-1-
3 75,675,765 63,156,985
(71,776,845) (60,860,992)
3,898,920 2,295,993
(4,339,756) (3,641,480)
(4,556,045) (3,850,327)
(143,468) (55,110)
257,438 304,233
4 1,257,349 1,379,690
(3,625,562) (3,567,001)
58,558 127,551
5 (425,316) (439,567)
6 11,403,900 9,570,978
7,411,580 5,691,961
7 154,117 355,990
7,565,697 6,047,951
7,511,030 5,964,055
54,667 83,896
7,565,697 6,047,951
-2-
(3,296) (5,128)
3,129 –
718 –
112 335
(234,356) 133,153
(64,742) –
(4,240) –
(302,675) 128,360
7,263,022 6,176,311
7,206,568 6,092,415
56,454 83,896
7,263,022 6,176,311
8 0.73 0.58
8 0.73 0.58
-3-
19,475,570 20,073,210
6,817,666 6,909,008
1,871,624 1,387,545
13,581,219 12,258,613
6 36,926,987 33,403,563
2,833,925 2,123,604
1,597,702 630,703
1,945,627 4,375,256
8,008,623 5,056,277
93,058,943 86,217,779
8,110,960 6,621,580
10 25,110,073 19,615,555
709,064 310,690
3,225,636 1,595,011
5,176,560 10,624,362
1,624,390 2,084,314
17,234,963 15,791,397
61,191,646 56,642,909
154,250,589 142,860,688
-4-
10,370,593 10,349,697
29,345,460 28,928,263
50,597,258 45,097,071
90,313,311 84,375,031
2,335,474 2,338,597
92,648,785 86,713,628
11 773,048 530,786
7,526,724 8,473,173
1,270,196 1,303,479
144,418 138,032
559,341 602,579
2,195,521 2,555,825
12,469,248 13,603,874
11 35,863,483 33,971,538
2,626,902 1,492,859
202,040 103,049
9,888,738 6,504,211
193,531 209,062
357,862 262,467
49,132,556 42,543,186
61,601,804 56,147,060
154,250,589 142,860,688
-5-
1.
448-458 23
2.
622
(a)
4 7
9 16
39
16 (i) COVID-19
(i) COVID-19
-6-
(b)
16
3
37
5
1
9
16
41
17
1
1
2
8
12
5 (2020)
1
10
28
-7-
3.
10%
-8-
73,698,922 2,452,102 (475,259) – 75,675,765
(220,700) (254,559) 475,259 – –
73,478,222 2,197,543 – – 75,675,765
(3,476,467) 409,824 12,324 – (3,054,319)
– – – 116,205 116,205
– – – (687,448) (687,448)
(3,625,562)
(271,200) (2,894) – (151,222) (425,316)
23,199 5,615 – 29,744 58,558
10,810,930 592,970 – – 11,403,900
7,411,580
334,978 (152,594) – (28,267) 154,117
7,565,697
5,616,648 44,756 – 57,180 5,718,584
98,129 45,339 – – 143,468
104,643 – – – 104,643
28,279 – – – 28,279
556,182 – – – 556,182
-9-
119,244,879 37,943,997 (41,986,049) 39,047,762 154,250,589
32,634,891 4,292,096 – – 36,926,987
63,958,745 27,820,500 (40,615,907) 10,438,466 61,601,804
5,289,478 2,303,995 – – 7,593,473
- 10 -
60,805,956 2,754,533 (403,504) – 63,156,985
(157,474) (246,030) 403,504 – –
60,648,482 2,508,503 – – 63,156,985
(3,219,775) (116,208) (256,338) – (3,592,321)
– – – 110,738 110,738
– – – (85,418) (85,418)
(3,567,001)
(399,752) (6,780) – (33,035) (439,567)
70,431 8,616 – 48,504 127,551
9,061,941 509,037 – – 9,570,978
5,691,961
498,472 (141,293) – (1,189) 355,990
6,047,951
5,009,332 56,489 – 44,573 5,110,394
44,194 10,916 – – 55,110
47,938 – – – 47,938
5,609 – – – 5,609
662,164 – – – 662,164
- 11 -
106,340,940 38,893,282 (41,611,147) 39,237,613 142,860,688
29,419,235 3,984,328 - - 33,403,563
58,667,700 28,884,062 (40,313,754) 8,909,052 56,147,060
6,100,235 (1,544,067) – – 4,556,168
4.
(33,964) (14,037)
29,869 (48,176)
(5,524) (29,579)
12 7,403
683,317 796,041
381,625 319,380
(22,307) 292,692
177,862 –
46,459 55,966
1,257,349 1,379,690
- 12 -
5.
476,275 440,559
66,282 76,154
(117,241) (77,146)
425,316 439,567
6.
26,904,507 24,654,320
10,022,480 8,749,243
36,926,987 33,403,563
(i) 10,011,061 8,332,088
(i) 1,392,839 1,238,890
11,403,900 9,570,978
(i)
- 13 -
6.1
26,904,507 24,654,320
(a)
24,654,320 23,867,207
(i) 2,617,879 1,274,421
(19,589) (11,489)
(40,323) (21,768)
10,090,492 8,460,468
(7,824) 25,235
(10,390,448) (8,939,754)
26,904,507 24,654,320
(i)
786,813,000 1,500,000,000
275,862,000
- 14 -
(b)
%
50 1
50 1
50 1
50 1
50 1
50 1
50 1
1
(c)
90%
- 15 -
86,276,133 80,634,952
62,573,891 53,784,557
47,247,676 53,230,040
109,821,567 107,014,597
196,097,700 187,649,549
20,315,422 18,639,156
6,813,910 5,597,716
27,129,332 24,236,872
24,800,831 30,914,068
94,837,688 88,441,087
119,638,519 119,355,155
146,767,851 143,592,027
49,329,849 44,057,522
(22,875) (18,882)
49,306,974 44,038,640
- 16 -
276,046,696 261,646,209
(233,472,212) (222,890,622)
(22,146,463) (22,078,956)
20,428,021 16,676,631
(3,993) (1,676)
20,424,028 16,674,955
(26,825) (45)
20,397,203 16,674,910
7.
419,275 107,405
(573,392) (463,395)
(154,117) (355,990)
15% 25% 15% 25%
16.5% 16.5%
- 17 -
8.
(a)
7,511,030 5,964,055
10,252,339 10,238,230
0.73 0.58
(b)
- 18 -
7,511,030 5,964,055
96,666 93,733
7,607,696 6,057,788
10,252,339 10,238,230
21,582 2,084
182,196 179,238
10,456,117 10,419,552
0.73 0.58
9.
0.05
0.03 517,817 307,138
0.17
0.15 1,778,873 1,552,796
2,296,690 1,859,934
2,070,613,000
1,824,794,000
0.17 1,778,873,000
- 19 -
10.
(a) 7,515,188 4,583,098
(292,940) (265,896)
7,222,248 4,317,202
5,154,788 3,118,804
4,209,208 3,752,145
3,107,315 2,283,633
1,771,431 1,884,928
1,256,079 1,039,179
759,965 1,158,328
261,612 596,916
1,367,427 1,464,420
25,110,073 19,615,555
(a) 0 365
6,415,447 3,374,378
341,919 845,760
457,165 117,223
63,382 76,087
75,561 5,289
161,714 164,361
7,515,188 4,583,098
- 20 -
11.
(a) 15,079,090 11,802,325
4,936,488 7,770,011
2,964,698 2,496,891
1,630,633 1,249,696
1,510,620 1,026,241
1,390,003 1,102,770
1,258,132 1,912,505
866,553 1,077,554
716,040 675,776
707,381 299,275
528,976 102,092
516,006 466,383
509,486 509,486
326,297 158,636
316,986 232,876
3,379,142 3,619,807
36,636,531 34,502,324
(773,048) (530,786)
35,863,483 33,971,538
(a)
14,670,857 11,377,420
282,607 351,351
52,624 32,536
73,002 41,018
15,079,090 11,802,325
- 21 -
2021
213.81 214.44 5.08% 4.92%
GS8 AION Y AION S Plus
2021
4,297.55 8.66% 756.76
19.82% 75.11
25.94% 0.73 25.86%
500 176
10 1.7
10 0.5 23
- 22 -
GLASS
Green Low-carbon for Achieving Sustainable Success 2050
2045
2023
2025 50% 2030
50%
2 6
51 2,580
1,108 10,620 3,861
AION LX Plus 1,008km CLTC
2021 AR HUD NDA
L4 (Robotaxi)
- 23 -
2022
15%
- 24 -
- 25 -
1.
2.
1
15 28 SUV 4
MPV
Trumpchi GA4 GA6 GA8 Empow GS3
GS4 GS4 COUPE GS4 PLUS GS8 GS8S M6 M8
Accord Crider Integra Vezel
Odyssey Fit Avancier Breeze
Acura CDX Acura RDX
Camry Highlander Wildlander
Yaris L Levin Levin GT C-HR
Sienna
JEEP JEEP JEEP JEEP
ASX Outlander Eclipse Cross
- 26 -
GS4 PHEV
AION S AION LX AION V AION Y
Acura CDX e+ VE-1 EA6
PHEV iA5 C-HR C-HR EV
JEEP PHEV
HYCAN 007 Z03
20 2021
7 293.3
31
4S 2,558
+
+ +
2
125
- 27 -
3.
4.
5.
1.
- 28 -
2.
(1) (2) (3)
3.
SUV MPV
4.
5.
GEP2.0
AION
ADiGO
- 29 -
6.
A+H
2021
2,608.22 2,627.48 3.40% 3.81%
2021 2,140.80 2,148.15
7.07% 6.46%
20% SUV
6.72% 6.77% 7.82% 7.11%
MPV 6.06% 0.11% 0.58%
0.85%
- 30 -
954.30 23.15%
44.42% 6.0
2021 467.43 479.33
10.65% 6.62%
1
12 2021 354.49
352.05 159.49% 159.48%
1.
213.81 214.44 5.08% 4.92%
8.16%
2021 213.54 214.17
5.13% 4.97% MPV 38.84%
SUV 3.44% 2.40%
14.47 14.29 88.68%
77.35% 29.65 29.88
36.84% 43.63%
- 31 -
2.
304.6
10 2022 2
20
TNGA
3.
+ + PVA +
GS4 PLUS GS8 M6 Pro
32.42 10.35%
1 M6 M8 11.46
55.89% M8 28 MPV
2 70% AION Y AION S Plus AION V
Plus 10-35
12.02 101.80% AION S AION Y AION
V
- 32 -
APP
+ +
4.
82.8 8.23% 21
17.08%
MPV
40 78
e+
J.D. Power SSI CSI
IQS DAS
One Jeep
SUV 2021
3.89%
- 33 -
5.
GS8 2.0TM+
THS
AION LX Plus 1,000
AION V Plus
AION Y
ADiGO
AR HUD GS8
AION V Plus
2021
- 34 -
6.
IGBT
2021 10
2021
5
- 35 -
7.
A
G
- 36 -
4,297.55
8.66%
756.76 19.82%
75.11 25.94%
0.73 0.15
1.
4.92%
AION Y
AION S Plus GS4 PLUS
12 101.80%
2.
TNGA
2021 EA6
- 37 -
3.
2020 2
2021 12 31
730.75 1,355.35
%
756.76 631.57 19.82
717.77 608.61 17.94
43.40 36.41 19.20
45.56 38.50 18.34
4.25 4.40 -3.41
3.16 4.32 -26.85
114.04 95.71 19.15
-64.91 -36.71 -76.82
72.35 -29.38 346.26
7.77 -11.78 165.96
- 38 -
1.
756.76
19.82%
717.77
17.94% 38.99 16.03
69.82% 1.51
% % % %
491.80 478.67 2.67 29.63 27.03 292.65
31.88 30.27 5.05 6.30 3.98 72.35
211.10 198.41 6.01 7.21 6.51 11.50
21.98 10.42 52.59 -13.12 -36.46 49.49
756.76 717.77 5.15 19.82 17.94 41.48
- 39 -
% (%) (%) (%)
491.80 478.67 2.67 29.63 27.03 292.65
242.98 228.68 5.89 7.09 6.17 16.40
21.98 10.42 52.59 -13.12 -36.46 49.49
756.76 717.77 5.15 19.82 17.94 41.48
(%) (%) (%) (%)
737.89 702.83 4.75 18.83 17.43 31.22
18.87 14.94 20.83 78.02 47.92 341.31
756.76 717.77 5.15 19.82 17.94 41.48
- 40 -
(%) (%) (%) (%)
491.80 478.67 2.67 29.63 27.03 292.65
264.96 239.10 9.76 5.06 3.15 20.64
756.76 717.77 5.15 19.82 17.94 41.48
(%) (%) (%)
122,334 121,399 2,915 117.44 116.58 54.72
SUV 201,228 208,402 5,871 -7.45 -7.16 -51.44
MPV 121,065 114,555 8,709 67.60 55.89 298.76
- 41 -
(%)
24.79 3.30
(%)
108.78 15.73
6.84%
5%
2.
(1) 6.99
(2) 7.06
- 42 -
(3) 0.15
(4) 1.16
3.
1
8.27
42.81
51.08
(%) 6.75
5,529
(%) 17.31
(%) 83.81
(2) 51.08 0.66
4.
114.04
18.33
- 43 -
5.
(1) 64.91
36.71 28.20
(2) 72.35
29.38 101.73
(3) 7.77
11.78 19.55
(4) 2021 12 31 172.35
2020 12 31 157.91 14.44
6.
-1.54 2.02
75.11
25.94% 0.73 0.15
- 44 -
1.
(%) (%) (%)
251.10 16.28 196.16 13.73 28.01
80.09 5.19 50.56 3.54 58.41
19.46 1.26 43.75 3.06 -55.52
98.89 6.41 65.04 4.55 52.04
26.27 1.70 14.93 1.05 75.95
2.
(1)
(2)
(3)
(4)
(5)
- 45 -
1.
2021 12 31 1.25 2020 12 31
1.33 1.08 2020 12 31 1.18
2.
2021 12 31 611.92
491.33 1.25
2021 12 31 174.15
30 23.74
6.88 9.50
101.53
2021 12 31 15.82%
+ +
+
3.
4.
2021 12 31 0 2020 12
31 0 2021 12 31
0 2020 12 31
0
- 46 -
1.
%
77 78.71 102.22
80 82.33 120.08
82 44.76 54.59
20 6.11 30.55
32.8 1.63 4.97
1 0.21 21.00
0.5 0.06 12.00
293.3 213.81 75.86
1.
2. 2021 7 20
- 47 -
409,430 28,350 369,357 2022 2 20
634,200 132,007 343,145 2022 20
12
349,510 25,708 25,708 2024 12
1. 20 10
2019 10 2022 2
2. 2021 7 2022
- 48 -
2.
% %
2,141,675 2,040,313 4.97 2,135,377 2,031,206 5.13
1,012,823 979,099 3.44 1,007,616 976,355 3.20
MPV 160,712 115,751 38.84 166,519 114,945 44.87
SUV 968,140 945,463 2.40 961,242 939,906 2.27
2,712 3,443 -21.23 2,750 3,628 -24.20
2,144,387 2,043,756 4.92 2,138,127 2,034,834 5.08
% %
2,120,992 2,023,964 4.79 20,683 16,349 26.51
1,003,099 973,742 3.01 9,724 5,357 81.52
MPV 160,101 115,318 38.83 611 433 41.11
SUV 957,792 934,904 2.45 10,348 10,559 -2.00
2,712 3,443 -21.23 – – –
2,123,704 2,027,407 4.75 20,683 16,349 26.51
- 49 -
3.
(%)
10 12.14 121.40
% %
120,690 60,915 98.13 121,811 61,052 99.52
%
1,732,804 175,693 10.14
- 50 -
787,109 780,266 2.29% 3.17%
11,481,025 3.05%
823,296 828,000 7.62% 8.23%
12,946,453 16.89%
323,245 324,201 13.30%
10.35% 5,288,512 26.02%
121,382 120,155 102.51%
101.80% 1,726,522 84.27%
- 51 -
1.
2021
2021 2018
2022
2022 2,750
5.4%
2021 13.4% 8
2021
44.4% 6
OTA
- 52 -
2.
1615 1
350 50%
6
1
5
2035
GLASS 2050
2045
3.
2022
- 53 -
2022 15%
EMKOO M8 HEV AION LX Plus AION Y
Plus SUV
Honda e:NP1 bZ4X
(1)
(2)
(3)
(4)
+ +
PVA +
+
- 54 -
(5)
(6)
(7)
- 55 -
4.
(1)
(2)
2021
(3)
(4)
- 56 -
2021 12 31
2021 12 31 0.17 2021
0.22 2020 0.18
- 57 -
20% 50%
2016 6
74.30%
2017 7
AW
2018 12
40%
2000 3
2014 8
49%
2013
4
- 58 -
2000 8
2021 1
Stellantis 2010 3
2017 1
2007 11
1998 5
2012 9
2010 5
2004 9
2004 2
30%
- 59 -
2006 6
2008 7
2018 4 2021 1
25%
2020 9
39%
MPV
2019 4
Chenqi Technology Limited
35%
- 60 -
2003 10
30%
SUV
2018 12
49%
2011 6
53.55%
1992 7
- 61 -