同时，吉利发布了全球首个可大规模上车的汽车超拟人智能体Eva，以及基于5层AI座舱原生架构打造的新一代AI座舱操作系统FlymeAuto2，领克10 EM-P、 吉利银河M9将率先搭载Flyme Auto 2。 新京报贝壳财经讯（记者林子）"吉利汽车不再开发不具备AI能力的传统智能座舱"，8月20日，吉利汽车集团副总裁、吉利汽车研究院院长李传海宣布吉利 汽车发布行业首个AI座舱，吉利汽车聚焦"一个座舱"，通过统一的AI OS架构、统一的Al Agent、统一的用户ID，打造全球首个实现"人-车-环境"自主协同的 智慧空间，引领智能汽车正式迈入AI座舱时代。 吉利汽车发布行业首个AI座舱。发布会截图 编辑 岳彩周 校对 杨利 ...

全域AI技术体系成果再落地，引领智能汽车进入AI座舱时代 今年是吉利全域AI迈向具身智能的元年。年初，吉利便率先发布了智能汽车全域AI技术体系，并 陆续将全域AI融入智驾域、动力域、底盘域，推出了千里浩瀚智能安全辅助驾驶系统、AI云动力2.0、 AI数字底盘等最新技术成果。如今，吉利全域AI也正式进入座舱域，将AI作为主线贯穿各个场景，以 AI重新定义座舱的核心价值。 吉利方面表示，随着多模态交互技术日臻成熟，传统智能座舱正加速实现交互、感知等全方位智能 升级，以往的"人找功能"将升级为主动的"服务找人"，甚至实现高感知的情感化交互体验。根植于吉利 全域AI能力、AI OS架构、超级模型生态与强大场景引擎，吉利的智能座舱迎来全面进化，成为"行业 首个真正的AI座舱"。它将是全域AI战略的核心神经中枢，更是迈向AI出行时代的"超级体验中心"。 基于《台州宣言》"一个吉利"的战略指引，吉利、领克、极氪的座舱研发实力进行聚合，以"一个 吉利，一个座舱"为核心，通过统一的AI OS架构、统一的AI Agent、统一的用户ID，实现AI座舱All in One。目前，吉利旗下车型搭载的Flyme Auto与Zeekr ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 吉利汽車控股有限公司 呈交日期： 2025年8月21日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00175 | | 說明 | | | | | | | | 多櫃檯證券代號 | 80175 | RMB | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 ...

2025 年 08 月 21 日 线传寸/分别 相关研究 《"反内卷" 下的投资逻辑更新 -- -- 图- 刻钟，大事快评 (W115)》 2025/07/15 《关税影响推演;冷静看待需求 -- 一周 一刻钟，大事快评（W101)》 2025/04/08 证券分析师 載文杰 A0230522100006 daiwj@swsresearch.com 联系人 載文杰 (8621)23297818× daiwj@swsresearch.com 本期投资后示 2020 年后中国汽车出口量快速增长，2024 年达 641 万辆，成为全球第一，同比+ 22.7%; 2025H1 出口 308 万辆, 同比增 10.4%。分地区看, 2024 年俄罗斯 (115.8 万辆,占比近 1/5）、墨西哥(44.5 万辆) 是主要市场;阿联酋 (+106.6%)、巴西(+106.1%)等新兴市场增速显著。分品牌, 2025 年上半年比亚 迪 (47.2 万辆, +128%)、上汽 (43.8 万辆) 居前三。同时,为规避关税、降低成 本,中国车企加速海外本地化生产。比亚迪、长安、吉利等作为自主汽车品牌的代表之 一，正通过海外建厂 ...

Core Viewpoint - The article discusses a case of alleged fuel overcharging at a gas station in Chengdu, where a car owner reported that his 50-liter fuel tank was filled with 67.96 liters of gasoline, raising concerns about potential malpractices in fuel dispensing [2][6][7]. Summary by Sections Incident Overview - A car owner named Mr. Yang reported that during a refueling at a China Petroleum gas station, his vehicle's 50-liter tank was charged for 67.96 liters of gasoline, leading to a dispute over the accuracy of the fuel dispensing [6][7]. - The gas station insisted on charging based on the pump's reading, despite the owner's objections and the tank's capacity limitations [6][7]. Regulatory Response - The Chengdu High-tech Zone Market Supervision Administration announced that they would investigate the incident and take appropriate legal actions based on the findings [2]. - Following the complaint, the gas station's problematic fuel pump was sealed and remains out of service as investigations continue [2]. Broader Context - The article highlights that issues of fuel overcharging are not isolated incidents, with a national campaign initiated by various government departments to combat fuel pump fraud, resulting in 1,249 cases and a total of 2 billion yuan involved [7]. - It is noted that discrepancies in fuel tank capacities can sometimes lead to misunderstandings, as actual tank capacities may exceed the labeled maximum by 5% to 10% [11][12].

吉利无惧车市内卷。 8月14日，吉利汽车正式公布了半年度报告；内容显示，公司上半年营收突破1500亿元，创出历史新 高，实现核心归母利润超66亿元，同比增速翻倍；同期，公司累计销量达140.9万辆，同比增长47%， 市占率首次突破10%；并且，期内公司盈利质量同样在线，多项财务数据表现稳定。 展望下半年，吉利汽车提出了更高追求。根据公司所述，由于上半年销售表现突出，其决定将全年销量 目标从271万辆上调至300万辆。 亮眼答卷 日本知名企业家稻盛和夫曾说过："企业成长如同竹子，只有在逆境中形成许多'节'，才能让成长得到 支撑，并使企业结构变得强固而坚韧。" 2025年，恰逢车市价格战愈演愈烈之际。此番背景下，有哪些车企可以体现出十足韧性，展示其身上 的'节'，成为了外界审视其经营底色的重要"考察标准"。 而吉利汽车，则是用一张超预期的半年报，诠释了这家中国汽车领军企业正在市场激烈竞争中锻造出坚 实的"节"，助力其稳步穿越周期。 数据显示，2025年上半年，吉利汽车取得总收入1503亿元，同比大增27%，创出历史新高；与此同时， 公司实现归母利润92.9亿元，扣除外汇汇兑税后归母净收益等非核心损益后的核心归母利 ...

这种重构的底层支撑，是吉利全域AI技术体系的闭环落地。年初发布的全域AI战略已在智驾、动力、底盘等领域实现量产，此次座舱域的突破形成 了"环境感知-需求预判-主动服务-反馈进化"的全链路能力。当千里浩瀚智驾系统感知到即将进入拥堵路段时，Eva会主动询问是否切换至"舒缓模式"，同步 调暗车内灯光、开启座椅按摩、播放轻音乐；当AI云动力2.0监测到续航不足时，Eva会结合用户日程推荐最优充电站点，并提前预约充电位——服务找人的 主动智能，彻底告别了传统座舱的功能堆砌。 当智能汽车行业还在为语音唤醒速度、屏幕数量比拼参数时，吉利用一场颠覆性的发布重新定义了游戏规则。 8月20日，吉利正式推出行业首个真正意义上的AI座舱，以超拟人情感智能体Eva、新一代操作系统Flyme Auto2和五层AI原生架构为核心，宣告传统智 能座舱时代的终结。这不仅是一次技术迭代，更是智能汽车从"功能工具"向"情感伙伴"的本质跃迁，为行业树立了AI时代的体验新标杆。 从"人找功能"到"服务找人"：AI座舱的体验革命 传统智能座舱的痛点从未真正解决：用户需要在层层菜单中寻找功能，语音交互局限于"指令-执行"的机械循环，不同场景下的服务割裂成 ...

根据2025年8月20日披露数据，中国电信（00728）、绿色动力环保（01330）、中国神华（01088）位居 港股通持股比例前3位，分别为74.75%、69.93%、68.22%。此外，盈富基金（02800）、中国人寿 （02628）、南方恆生科技（03033）在最近有统计数据的5个交易日内，持股额增幅最大，分别为 +63.71亿元、+40.68亿元、+35.06亿元;安踏体育（02020）、快手-W（01024）、吉利汽车（00175）在 最近有统计数据的5个交易日内，持股额减幅最大，分别为-9.20亿元、-7.95亿元、-6.79亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 103.75亿股 | 74.75% | | 绿色动力环保(01330) | 2.83亿股 | 69.93% | | 中国神华(01088) | 23.05亿股 | 68.22% | | 天津创业环保股份(01065) | 2.19亿股 | 64.34% | | 凯 ...

Core Insights - Geely Automobile reported a record revenue of 150.285 billion yuan for the first half of 2025, marking a 27% year-on-year increase [1][5] - The company sold 1.4092 million vehicles in the first half of 2025, a significant 47% increase compared to the previous year, with new energy vehicle sales reaching 725,200 units, up 126% [1][4] - Geely has raised its annual sales target from 2.71 million to 3 million vehicles, reflecting confidence in future performance [1][6] Financial Performance - The net profit attributable to shareholders for the first half of 2025 was 9.29 billion yuan, a 14% decline year-on-year; however, the core net profit, excluding foreign exchange losses, was approximately 6.66 billion yuan, representing a 102% increase [1][5] - The company had cash reserves of approximately 58.8 billion yuan as of June 30, 2025, a notable increase from 46.6 billion yuan at the end of 2024 [1][8] Sales and Market Position - In the Chinese market, Geely's vehicle sales reached 1.2251 million units, a 62% increase year-on-year, capturing an 11.2% market share, making it the second-largest domestic brand [4][5] - The company's new energy vehicle sales in China accounted for 684,700 units, representing 55.9% of its total sales in the region, surpassing the national penetration rate of 50.4% for new energy vehicles [4][5] Research and Development - Geely's R&D expenditure for the first half of 2025 was 7.328 billion yuan, a 21% increase compared to the previous year [1][8] - The company has been rapidly increasing its R&D investments over the past few years, with expenditures rising from 5.518 billion yuan in 2021 to 10.419 billion yuan in 2024 [8] Strategic Initiatives - Geely plans to launch four new models in the second half of 2025 and is expanding into ten new overseas markets, including Brazil and the UK [6][7] - The company aims to enhance its global strategy through the establishment of five regional centers and is focused on technological innovation and product upgrades, avoiding price wars [7]

Group 1 - Li Auto's first pure electric six-seat SUV, the Li i8, has begun nationwide delivery in 44 cities, with a target of delivering over 8,000 units by the end of September and challenging to reach 10,000 units [1] - The delivery of the Li i8 marks a significant step towards diversification and scaling in the electric vehicle sector, showcasing strong production capacity and market confidence [1] - This initiative is expected to stimulate consumer demand for pure electric SUVs and activate the entire electric vehicle sector, solidifying Li Auto's market positioning [1] Group 2 - Geely Auto responded to complaints from some car owners regarding the unilateral change of "lifetime free basic data" rights, emphasizing that user rights promised at the time of sale will remain unchanged [2] - The company clarified the specifics of "basic data" rights, which typically include remote vehicle control, online navigation, voice assistant, weather queries, and OTA upgrades, depending on the actual configuration of the purchased model [2] - Geely's response reflects its sensitivity to user concerns and may prompt a reevaluation of user rights algorithms and information transparency within the smart connected vehicle industry [2] Group 3 - BYD has entered a strategic partnership with Finnish automotive dealer Veho Group to upgrade its sales and service network in Finland [3] - The collaboration aims to establish new retail outlets in Helsinki, Espoo, Tampere, and Turku, enhancing BYD's competitive advantage in Finland and laying the groundwork for future penetration into the Nordic market [3] Group 4 - Deep Blue Automotive and Star Semiconductor have established a joint venture, Chongqing Anda Semiconductor, which has recently commenced production [4] - This joint venture focuses on the development of industry-leading automotive-grade power semiconductors, setting a new benchmark in the industry [4] - The production launch enhances Deep Blue's capabilities in critical components and may drive innovation in semiconductor technology applications within the automotive industry, improving the performance and safety of future smart electric vehicles [4]