GEELY AUTO(00175)

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观车 · 论势 || 缩短账期不易,但须持续推进
Zhong Guo Qi Che Bao Wang· 2025-08-26 08:28
修订后的《保障中小企业款项支付条例》(以下简称《条例》)实施两个月有余。其中明确规定, 大型企业应当自货物、工程、服务交付之日起60日内支付款项。《条例》发布之初,中国一汽、广汽集 团、北汽集团、蔚来、理想汽车、比亚迪、赛力斯集团等17家车企先后承诺,对供应商的账期不超过60 天。如今,首个60天周期已过,车企承诺落实情况却不尽如人意。 根据央视及工业和信息化部日前的通报,在17家车企中,中国一汽、广汽、赛力斯3家车企已率先实现 60天内支付。此外,东风、长安等央企,上汽、北汽等国企,吉利、长城等民营企业以及理想、小鹏等 新势力企业都在积极响应。 但从数据上看,17家车企中仅3家明确表态兑现"60天账期"承诺,与2个月之前振聋发聩的承诺声相比, 此时的兑现情况无疑略显单薄。但细窥之下,多数车企并未停留于口头承诺,均已将"60天账期"承诺落 实行动。其中,一汽组建了财务、供应链、法务跨部门专项工作组,并成立联合专项工作组;广汽则构 建了覆盖"订单下发—验收入库—对账结算—货款支付"全流程的管控体系;赛力斯则采用"厂中厂"模 式,并推行数字化管理。此外,小鹏也已与部分供应商完成补充协议的签署,"60天账期"承诺正 ...
大六座SUV入门价“卷”入20万元内
Di Yi Cai Jing· 2025-08-26 08:27
Core Viewpoint - The large six-seat SUV market is experiencing intense competition, particularly with the introduction of new models at competitive price points, leading to a significant shift in market dynamics [1][2]. Group 1: Market Dynamics - The launch of NIO's two models (Lido L90 and new ES8) has intensified the competition in the large six-seat SUV segment, showcasing high market interest due to their lower pricing [1]. - Geely's Galaxy M9 has entered the market with a pre-sale price range of 193,800 to 258,800 yuan, effectively lowering the entry barrier for large six-seat new energy SUVs to below 200,000 yuan [1]. - The large SUV market has seen over 330,000 units sold in the past year, with the top three models (Aito M9, Li Auto L9, Aito M8) accounting for over 80% of the market share [2]. Group 2: Competitive Landscape - The number of players in the large SUV market has surged, with over ten new models launched this year, including Geely's various models and others like Lido L90 and Denz N9 [2]. - The competition is becoming increasingly fierce, with pricing strategies emerging as a critical factor for success in the market [2]. - Recent sales data indicates fluctuations in market rankings, with Lynk & Co 900 entering the top three in July, while Li Auto L9 dropped to fourth place [2].
吉利银河M9开启预售 加入大六座SUV市场混战
Jing Ji Guan Cha Wang· 2025-08-26 05:06
Core Viewpoint - The competition in the large six-seat SUV market is intensifying, with the launch of the Geely Galaxy M9, which offers advanced AI technology and features to differentiate itself from competitors [2][3]. Group 1: Product Launch and Features - Geely Galaxy M9 has officially started pre-sales on August 23, with a price range of 193,800 to 258,800 yuan [2]. - The M9 features three major AI technologies: AI smart cockpit, AI digital chassis, and AI-assisted driving [2]. - The smart cockpit includes the Galaxy Flyme Auto 2 system, powered by the Qualcomm 8295P flagship chip, and features an advanced emotional AI assistant named Eva [2]. - The digital chassis includes advanced suspension systems and intelligent features for all-terrain adaptability [2][3]. Group 2: Market Competition - The large six-seat SUV market has become highly competitive, with over ten players, including models like Dongfeng Yipai 008 and Leapmotor C16 [3]. - The price segment of 200,000 to 300,000 yuan is particularly crowded, with several models such as AITO M7 and Deep Blue S09 [3]. - The closest competitors to the M9 in terms of pricing are the Leapmotor L90, Dongfeng Yipai 008, and Deep Blue S09, with the latter two achieving monthly sales of around 2,000 units [3][4]. Group 3: Competitive Analysis - The Leapmotor L90, launched on July 31, has delivered 6,400 units within 20 days, positioning itself as a significant competitor in the market [4]. - In terms of performance, the M9 has advantages in range, vehicle dimensions, third-row space, and intelligent driving, while the L90 excels in purchase options and operating costs [4].
饿了么:对城市骑士社保补贴范围将扩展至全国|首席资讯日报
首席商业评论· 2025-08-26 04:18
Group 1 - Ele.me and Taobao Shanguo announced the expansion of social security subsidies for urban riders to nationwide coverage, with a maximum subsidy of 100% for pension and medical insurance [2] - The company will fully pay for "new occupational injury" costs and provide heatstroke insurance for all riders, indicating an upgrade in rider protection and acceleration of professionalization [2] Group 2 - The actual controller and chairman of Ningbo Ge Kong Intelligent Technology Co., Ltd., Lin Shuiyang, passed away due to illness, marking a significant loss for the company and the smart sensor chip industry [3] - Lin was recognized for his contributions to the company's growth and development, establishing a solid foundation for its long-term success [3] Group 3 - Experts predict that local policy documents related to urban village renovation will accelerate in September, as the real estate market stabilizes and housing sales are boosted during the traditional peak season [3] - Key areas for future renovation projects include those along transit lines, concentrated university areas, and large urban villages [3] Group 4 - Tianjin University and several top medical institutions have launched the world's first multi-center clinical trial using brain-computer interface technology for precise diagnosis and treatment of hydrocephalus [4][5] - This project significantly reduces the traditional diagnosis time from 2-3 days to 30 minutes, marking a breakthrough in applying brain-computer interface technology to critical neurological conditions [5] Group 5 - Hangzhou's retail sales of consumer goods reached 527.1 billion yuan from January to July, with a year-on-year growth of 5.1%, driven by consumption promotion policies [6] - Significant growth was observed in home appliances and communication equipment, with increases of 86.3% and 34.5% respectively, indicating a trend towards green and smart consumption [6] Group 6 - ByteDance responded to reports about an upcoming AI glasses product, stating that it is still in the early exploration stage with no release plans yet [7] - The company cautioned investors about the accuracy of circulating information due to the complexity of hardware supply chains [7] Group 7 - JD.com and Wanda established a partnership in Beijing with an investment of approximately 8.05 billion yuan, focusing on business management and consulting services [8] Group 8 - Xian Dao Intelligent's Hong Kong IPO prospectus expired, but the company stated that its listing process is still progressing normally and will update its financial data soon [9] Group 9 - New policies in Shanghai will significantly reduce mortgage rates for second homes, with monthly payments for a 2 million yuan loan decreasing by 439 yuan in non-differentiated areas [9] Group 10 - Geely's Galaxy M9 has officially started pre-sales with prices ranging from 193,800 to 258,800 yuan, featuring advanced technology and targeting the large SUV market [10] - The vehicle is equipped with the new Galaxy Flyme Auto 2 smart cockpit and supports advanced driving assistance features [10] Group 11 - Authorities are expected to issue satellite internet licenses soon, marking a significant step towards commercial operations in this sector [11] Group 12 - PwC reported that China's M&A market saw a 45% year-on-year increase in transaction value in the first half of 2025, exceeding 170 billion USD [12] - The report anticipates continued strong growth in the M&A market, particularly driven by domestic strategic investors [12]
吉利汽车(00175) - 翌日披露报表

2025-08-26 03:57
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26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 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | ...


吉利:已拥有行业最大短刀电池产能;面向6G低轨卫星的多天线数字波束合成技术完成可行性验证丨智能制造日报
创业邦· 2025-08-26 03:37
扫码体验「睿兽Ai智能体验」 2.【国内团队首次利用脑机接口实现脑积水精准诊疗】近日,天津大学脑机交互与人机共融海河实验 室与天津市环湖医院牵头,联合首都医科大学宣武医院、天坛医院等国内多家顶尖医疗机构,聚焦解 决脑积水精准诊疗这一国际性难题,共同启动全球首个神经重症脑机接口多中心临床试验。该项目以 脑积水精准诊疗为切口,基于脑机接口联合脑脊液循环动力学技术,将传统脑积水诊断时间从2至3天 缩短到30分钟,标志着脑机接口技术首次突破传统运动和认知功能修复应用范畴,全面走向神经重症 这一全新领域。(财联社) 3.【吉利:已拥有行业最大短刀电池产能】吉利透露旗下的吉曜通行已拥有行业最大的短刀电池先进 产能,目前在全国拥有8大生产基地,到2027年将形成70GWh产能规模。据吉利此前发布的2025年 中期财报显示,上半年新能源总销量超72万,同比增长126%。(钛度车库) 更多智能制造产业资讯 …… 此外,如果您还想 查公司、找项目、看行业,深入了解人形机器人、商业航天、AGI等热门赛 道 ,欢迎加入睿兽分析会员,解锁相关行业图谱和报告等。 (活动期间加入会员可免费获赠一 份产业日报) 1.【面向6G低轨卫星的多天 ...
新车看点丨银河M9预售,混动六座SSUV杀入20万元
Guan Cha Zhe Wang· 2025-08-26 01:52
Core Insights - Geely Galaxy's first large six-seat SUV, the Galaxy M9, has officially started pre-sales with a price range of 193,800 to 258,800 yuan [1][3] - The Galaxy M9 is positioned to be the lowest-priced model in its segment, aiming to boost Geely's sales in the competitive six-seat SUV market [3][5] Market Environment - The six-seat SUV market is experiencing intense competition, with several models like Deep Blue S09, AITO M8, Lynk & Co 900, and others entering the market, primarily targeting the 200,000 to 300,000 yuan price range [2][3] - The Galaxy M9's pricing strategy is expected to attract attention amidst competitors focusing on smart features, space, and cost-effectiveness [5] Product Features - The Galaxy M9 dimensions are competitive, measuring 5205mm in length, 1999mm in width, and 1800mm in height, with a wheelbase of 3030mm [7] - Interior layout features a 2+2+2 seating arrangement with advanced comfort features such as ventilated and heated seats, and a reclining third row [7][9] - The vehicle includes a 30-inch 6K central display, 32-inch AR head-up display, and a 12.66-inch instrument panel, along with a 9.1L temperature-controlled refrigerator [9] Technology and Performance - The Galaxy M9 is equipped with the new generation Raytheon EM-P AI hybrid system, featuring a 1.5T plug-in hybrid engine with a thermal efficiency of 47.26% and a total power output of 640kW [11] - The vehicle's AI cloud power system optimizes energy management based on various environmental factors, achieving a fuel consumption of 4.8L/100km [11] - Battery options include 18.4kWh and 41.46kWh, with pure electric ranges of 100km and 230km respectively [11] Driving Dynamics - The vehicle features a dual-wishbone front suspension and a five-link rear suspension, enhancing driving stability and control [13] - The Galaxy M9 incorporates advanced driving assistance systems and unique driving capabilities such as "waltz-style turning" and "drift parking" [13]
吉利在欧洲遭遇诺基亚专利诉讼 何时打破专利天花板
Xi Niu Cai Jing· 2025-08-25 13:14
此次涉案专利是蜂窝通信领域的标准必要专利(SEP),包含EP3799333(4G/5G前导序列分配)和EP4090075(5G波束切换技术)等关键技术。诺基亚称吉 利在车辆中应用这些蜂窝技术时未获授权,构成了侵权行为。诺基亚强调,此前已多次向吉利提出公平合理的专利许可协议,但均遭拒绝,无奈之下才选择 法律途径。 而一旦法院认定吉利侵权,那么吉利旗下相关车型将在德国、法国等18个欧洲国家面临禁售。这对正加速开拓欧洲市场的吉利而言,无疑是沉重的打击。数 据显示,2024年吉利出口量达41.45万辆,同比增幅57%,其中欧洲市场的贡献非常关键,领克品牌更是蝉联中国品牌在欧洲的销冠宝座。如果禁售令生 效,吉利不仅将损失欧洲市场近20%的全球出口份额,在欧洲的高端化布局也可能因此而受阻。 近日,有消息称,通信巨头诺基亚已正式向中国吉利集团及其旗下极氪、领克、路特斯、smart四大品牌发起专利侵权诉讼,此诉讼波及吉利在欧洲18个国 家的32家分公司,直指中国车企出海的核心市场。 此外,在专利上"围剿"中国品牌的也不止诺基亚,今年以来,比亚迪已接连被Avanci专利池成员Sol IP和IP Bridge起诉。中国品牌在欧美 ...
自主品牌销量破局,全球车型之问待解
Zhong Guo Qi Che Bao Wang· 2025-08-25 11:51
中国汽车工业协会最新数据显示,今年上半年,自主品牌汽车在国内市场的占有率已突破70%,创下历史新高。在全球市场上,中国汽车同样表现抢 眼,"中国制造"占比全球销量已达3成,比亚迪、吉利等品牌首次跻身全球车企前十名。然而,在这份亮丽成绩单的背后,一个关键问题值得深思:当自 主车企在销量上突飞猛进时,我们是否已经拥有了真正意义上的全球车型?即像丰田卡罗拉、大众高尔夫那样,能够经得起全球市场考验、具备长期生命 力的产品? 01 高配置≠高适应性 翻开全球汽车销量排行榜,一个耐人寻味的现象引人深思:那些真正的全球车型——如丰田卡罗拉、RAV4,本田CR-V,大众高尔夫——往往不以配置丰 富著称。2024年全球单一车型销量冠军特斯拉Model Y,其内饰之"简陋"甚至成为消费者调侃的焦点。这些车型共同的特点在于:核心部件可靠性高、机 械素质过硬、维修便利性佳,而在中国市场上流行的"冰箱彩电大沙发"式的"高大上"配置,在这些车型上难觅踪迹。 "全球车型首先考虑的是普适性,而非配置的堆砌。"某合资品牌全球产品规划负责人指出,"一款车型要销往100多个国家,必须适应从北欧严寒到中东酷 暑的各类环境,必须兼容从德国不限速高速路 ...
网约车巨头优步CEO:中国车企创新和发展速度,堪称非凡
Guan Cha Zhe Wang· 2025-08-25 11:26
【文/观察者网 柳白】 达拉·科斯罗萨西接受播客节目"People by WTF"采访 当被问及为何中国制造商能超越同行时,科斯罗萨西将其归因于激烈的本土竞争。 "中国整车厂和电动汽车行业涌现的创新,是我从未见过的。" "每一个重要的中国城市或省份,都希望他们当地的电动车企业成功,"他说。"现在中国有超过100家整 车厂商,这种自下而上的竞争契合了政府的战略方向。" 在近期的一档播客节目中,美国网约车巨头优步(Uber)CEO达拉·科斯罗萨西对中国电动汽车赞不绝 口,称其"令人难以置信",他还表示,中国车企经历了本土市场竞争的严峻考验,本质上就是"适者生 存"。 在科斯罗萨西看来,这是一种"两全其美"的格局。 《商业内幕》网站8月25日报道称,"铁磨铁,越磨越利"(iron sharpens iron)这句俗语,或许正好描述 了中国的电动车产业。比亚迪等车企帮助中国主导了全球电动车市场,同时给美国车企如特斯拉和福特 带来压力。 "一方面有产业政策的引导,另一方面最终的赢家并非'总统的好友',而是在残酷竞争环境中胜出的企 业," 科斯罗萨西说,"因此,从中国脱颖而出的赢家,比如全球知名的吉利和比亚迪,都历经了严 ...