吉利汽车在不同时期推出的智能网联车型，因市场定位、价格及配置存在差异，对应的用户权益方案会 有所不同。但需明确的是，销售时向用户承诺的包含 E-CALL 在内的权益，始终保持一致，不会进行 任何变更或减配。 二、关于"基础流量"的具体内容 此前在"基础流量"包含的权益信息传递中，存在不一致的情况。为消除用户的误解与疑惑，现统一说 明:"基础流量"权益通常涵盖车辆远程控制、在线导航、语音助手、天气查询、OTA 升级等功能。具体 所含功能，请以您所购车型的实际配置为准。 以上权益，覆盖吉利中国星及吉利银河品牌旗下所有车型。衷心感谢全球超 1800 万用户的信任与支 持。我们将始终秉持"用户至上"的理念，持续努力，为每一位用户打造更智能、更绿色、更便捷的出行 体验。 【#吉利汽车回应基础流量权益变更#，承诺用户权益不变】针对部分用户对吉利汽车旗下车型"基础流 量"等权益的疑问，吉利汽车今日发布声明。 原文如下。 近期，我们留意到部分用户对吉利汽车旗下部分车型的"基础流量"等权益存在疑问。为让大家清晰了解 相关信息，现就大家关注的问题说明如下： 一、关于用户权益的持续性 以上权益,覆盖吉利中国星及吉利银河品牌旗下所有 ...

8月20日，针对部分用户对吉利汽车旗下车型 "基础流量" 等权益的疑问，吉利汽车官方微博正式发布声 明，就相关问题进行说明： 一、关于用户权益的持续性 吉利汽车在不同时期推出的智能网联车型，因市场定位、价格及配置存在差异，对应的用户权益方案会 有所不同。但需明确的是，销售时向用户承诺的包含E-CALL在内的权益，始终保持一致，不会进行任 何变更或减配。 二、关于"基础流量"的具体内容 此前在"基础流量"包含的权益信息传递中，存在不一致的情况。为消除用户的误解与疑惑，现统一说 明："基础流量"权益通常涵盖车辆远程控制、在线导航、语音助手、天气查询、OTA升级等功能。具体 所含功能，请以您所购车型的实际配置为准。 声 明 近期,我们留意到部分用户对吉利汽车旗下部分车型的"基 础流量"等权益存在疑问。为让大家清晰了解相关信息,现就大 家关注的问题说明如下: 一、关于用户权益的持续性 吉利汽车在不同时期推出的智能网联车型,因市场定位、价 格及配置存在差异,对应的用户权益方案会有所不同。但需明确 的是,销售时向用户承诺的包含E-CALL在内的权益,始终保持 一致,不会进行任何变更或减配。 二、关于"基础流量"的具体内容 ...

凤凰网科技讯 8月20日，针对用户对吉利旗下部分车型"基础流量"等权益的疑问，吉利汽车官方发布声 明指出，包含E-CALL在内的权益，始终保持一致，不会进行任何变更或减配。 "基础流量"权益通常涵盖车辆远程控制、在线导航、语音助手、天气查询、OTA升级等功能。具体所含 功能，请以所购车型的实际配置为准。以上权益，覆盖吉利中国星及吉利银河品牌旗下所有车型。 ...

Group 1 - The Chinese imported automobile market is experiencing a continuous decline, with total imports expected to be only 220,000 units in the first half of 2025, a year-on-year decrease of 32% [1] - Since reaching a peak of 1.43 million imports in 2014, the market has been on a downward trend, with a 12% year-on-year decline in 2024, bringing imports down to 700,000 units [1] - The decline is attributed to the rise of the domestic automotive industry and the wave of electrification [1] Group 2 - Traditional luxury car brands, particularly the German trio (BMW, Mercedes-Benz, Audi), are facing significant challenges, with BMW deliveries down 15.5% to 317,900 units, Mercedes-Benz down 19% to 293,200 units, and Audi down 10.2% to 287,600 units [3] - In contrast, domestic new energy luxury vehicles are rising sharply, with Li Auto delivering 204,000 units and NIO delivering 74,000 units in the same period [3] - In the 300,000-400,000 yuan market, new energy vehicles achieved a market share of 52.5% in July, surpassing traditional fuel vehicles for the first time [3] Group 3 - Despite the challenges, traditional luxury brands still maintain a loyal customer base, with a market share of 58.7% in July, down from 60.2% in March [4] - The slow pace of electrification among traditional luxury brands is evident, with imported new energy passenger vehicles accounting for only 2% of the market in the first half of 2025, an 80% year-on-year decline [4] - Policy changes, such as the adjustment of luxury car tax thresholds, have led to a significant drop in sales for some models, with declines exceeding 20% [4] Group 4 - The future of the Chinese imported automobile market will be characterized by both challenges and opportunities, with the competition between traditional luxury and domestic luxury brands unlikely to end soon [5] - Domestic brands are leading in electrification, making it difficult for traditional ultra-luxury brands to catch up [5] - The market feedback indicates that high-end positioning now relies on technological strength and ecosystem development rather than solely on brand prestige [5]

Group 1 - Geely Automobile announced the issuance of 399,000 ordinary shares on August 20, 2025, due to employees exercising stock options under the stock option plan adopted on April 28, 2023 [1] - An additional 12,000 ordinary shares will be issued on the same date due to related entity participants exercising stock options under the same plan [1]

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20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 ...

Core Insights - Geely Automobile reported strong mid-year performance for 2025, with revenue of 150.28 billion yuan, a year-on-year increase of 26.5%, and a total sales volume of 1.409 million vehicles, up 47.4% year-on-year, achieving a core net profit of 6.66 billion yuan, a 102% increase year-on-year [1] Group 1: Financial Performance - In Q2 2025, Geely achieved revenue of 77.79 billion yuan, a year-on-year increase of 28.4% and a quarter-on-quarter increase of 7.3% [1] - Total sales in Q2 2025 reached 705,000 units, with significant growth in the Galaxy series, which saw a year-on-year increase of 249.8% [1] - The gross profit margin in Q2 2025 was 17.1%, a decrease of 0.7 percentage points year-on-year but an increase of 1.3 percentage points quarter-on-quarter [1] Group 2: Product Strategy and Innovation - Geely plans to launch 10 new energy models in 2025, including 5 new models and several updated versions under the Geely brand [2] - The company is focusing on smart technology, with new models expected to feature advanced driving assistance systems and the latest Nvidia Thor chip in flagship models [2] - The GEA architecture supports the new vehicle cycle, enhancing the performance of the Zeekr, Lynk & Co, and Galaxy brands [3] Group 3: Market Position and Outlook - Geely's market share reached 10.4% in the first half of 2025, marking a 2.4 percentage point increase year-on-year [1] - The company is expected to achieve a net profit of 16.1 billion yuan in 2025, with a price-to-earnings ratio of 11.3X, maintaining a "buy" rating [3] - The transition to electric vehicles is progressing well, with scale effects expected to enhance profitability [3]

Core Viewpoint - The company reported a strong performance in the first half of 2025, with a significant increase in revenue but a decline in net profit, indicating a mixed financial outlook for the year [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 150.3 billion yuan, a year-on-year increase of 27% [1] - The net profit attributable to shareholders was 9.29 billion yuan, a year-on-year decrease of 14% [1] - The core net profit attributable to shareholders reached 6.66 billion yuan, a year-on-year increase of 102% [1] - The company’s average selling price (ASP) per vehicle was 95,500 yuan, down 12.9% year-on-year, while the gross margin was 16.4%, a decline of 0.3 percentage points [2] - The company’s net profit per vehicle was 4,724 yuan, an increase of 37% year-on-year [2] Group 2: Sales and Market Performance - The company’s sales volume for the first half of 2025 reached 1.503 million units, with a target increase to 3 million units for the full year [1][2] - The sales of fuel vehicles grew to 684,000 units, while pure electric vehicle sales reached 511,000 units, a year-on-year increase of 173% [2] - The company’s export sales in the first half of 2025 were 184,000 units, a year-on-year decrease of 8% [1] Group 3: Product Development and Strategy - The company plans to enhance its product offerings by organizing into five major battle zones and customizing products by region [1] - The launch of multiple "9" series models aims to penetrate the high-end market, with the Lynk & Co 900 model showing promising sales [3] - The company’s upcoming models, including the Zeekr 9X and Galaxy M9, are expected to improve brand recognition in high-end intelligent driving solutions [3] Group 4: Profit Forecast and Investment Recommendations - The profit forecast for the company has been adjusted, with expected net profits of 15.96 billion yuan, 16.70 billion yuan, and 19.76 billion yuan for 2025, 2026, and 2027 respectively [4] - The company maintains a "recommended" rating despite the competitive challenges it faces in the market [4]

8月20日，吉利汽车(00175)盘中下跌2.05%，截至11:12，报20.02元/股，成交6.22亿元。 吉利汽车控股有限公司专注于研发、制造以及销售乘用车，具有10个生产基地和超过60,000员工，服务 旗下吉利、极氪及合资品牌领克，销售网络覆盖中国及70个海外国家。2023年双班总年产能达到 2,000,000辆车，拥有在中国大陆1911家汽车经销商和2家欧洲极氪中心，公司计划在2025年将年销量目 标提高至365万辆。 截至2025年中报，吉利汽车营业总收入1502.85亿元、净利润92.9亿元。 本文源自：金融界 作者：行情君 ...

Core Viewpoint - Nokia has initiated a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, targeting their operations in 18 European countries, which is seen as a strategic move against Geely's expansion in Europe [3][8]. Group 1: Patent Infringement Details - The lawsuit involves essential patents in the cellular communication field, specifically focusing on patents EP3799333 and EP4090075 related to 4G/5G technology applications in vehicles [3][8]. - If found guilty of infringement, Geely's vehicles could face a sales ban in key European markets, potentially impacting 20% of its global export share [8]. Group 2: Financial Implications - Geely's projected export volume for 2024 is 414,500 units, with a year-on-year growth of 57%, making the European market a significant contributor [8]. - Nokia's licensing fees through its patent pool Avanci are set at $49 per vehicle, which could result in annual costs exceeding $20 million for Geely based on its export volume [9]. Group 3: Industry Context and Challenges - The lawsuit reflects a broader trend where Chinese automotive companies face increasing patent-related challenges in Western markets, similar to the experiences of Chinese smartphone manufacturers [11]. - Chinese automakers have a weak patent reserve in critical areas like vehicle networking and human-machine interaction, with their overseas patent totals being only one-fifth of Toyota's [11]. Group 4: Recommendations for Chinese Automakers - Industry experts suggest that Chinese automakers should enhance their patent application efforts in key markets and focus on core technologies to build a robust patent defense [12]. - Establishing a professional global intellectual property management team is crucial for navigating patent negotiations and litigation effectively [12].