公司名稱： 吉利汽車控股有限公司 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 呈交日期： 2025年8月22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 ...

专题：蔚来公司李斌、秦力洪媒体会 他坦言，如果看每一家汽车公司的历史，在第十年的时候都还是比较稚嫩的。包括特斯拉在第十年时， 也还是比较稚嫩的。所以，现在对于蔚来来说，还是在创业的开始阶段，也没有资格去懈怠。 李斌提到，目前中国的汽车公司基本都是创一代在做，包括比亚迪，包括吉利等，甚至很多国企的老板 都还是创一代，都非常拼。"只不过大家拼的形式不一样，我们拼研发、拼基建，每家都有自己拼的东 西，我们肯定是没有资格去懈怠的。" 8月22日，在蔚来全新ES8媒体见面会上，蔚来汽车创始人李斌谈到，汽车行业是一个非常年轻的新兴 行业。十年虽然也不短，但这就是汽车行业和其他行业不一样的地方。 谈及未来，他表示，接下来的路还特别长，汽车行业是一个没有终点的竞争，谁也不敢说自己真的就能 够怎么样。"蔚来不会以一时的一款产品热销，就觉得怎样，也不会因为一时的困难，或者两款车没卖 好，就觉得天塌下来的，都不会。这就是我觉得做汽车行业应该有的心态。" 责任编辑：李昂 ...

中化新网讯 8月18日，吉利创新中心二氧化碳(CO )加氢制甲醇千吨级中试项目在山东枣庄中试基地开 车，标志着吉利二氧化碳加氢制甲醇催化剂和工艺包核心技术实现自主迭代升级，也为该技术的产业化 应用进一步奠定基础。 吉利控股集团高级副总裁兼首席技术官沈源表示，二氧化碳加氢制甲醇技术能有效利用焦化、钢铁、火 电等行业排放的高浓度二氧化碳生产甲醇，并替代车用燃料，进而实现进口原油的自主替代。该技术不 仅为保障国家能源安全和推动经济高质量发展提供了助力，也为实现"双碳"目标开辟了一条创新路径。 该技术也是吉利集团构筑绿色甲醇循环经济的关键一环。经过20年的探索与实践，吉利集团打通了甲醇 制备、甲醇运输、甲醇加注、甲醇汽车与二氧化碳捕集的"醇运站车捕"绿色甲醇循环生态链。此外，该 技术还可以耦合煤化工、钢铁、电厂等高碳排行业，构建"碳废料—资源化—再利用"的循环经济模式， 为我国实现"双碳"目标提供关键技术支撑。 铜基催化剂是应用最为广泛的甲醇合成催化剂。为解决铜基甲醇合成催化剂在反应中易发生团聚、副产 水蒸气从而引起催化剂失活的问题，吉利创新中心设计了特殊的二维层状催化剂结构，使其活性组分高 度分散并形成了强的金属— ...

铜基催化剂是应用最为广泛的甲醇合成催化剂。为解决铜基甲醇合成催化剂在反应中易发生团聚、副产 水蒸气从而引起催化剂失活的问题，吉利创新中心设计了特殊的二维层状催化剂结构，使其活性组分高 度分散并形成了强的金属—载体相互作用，提升了催化剂的活性和甲醇的选择性；同时在催化剂表面构 筑疏水性界面，促进了水蒸气的快速扩散，提升了催化剂的稳定性和使用寿命。 经过3年持续攻关，吉利创新中心成功开发出新一代二氧化碳加氢制甲醇催化剂。实测数据显示，该催 化剂的二氧化碳总转化率和甲醇总选择性均超过99%，甲醇时空收率提升20%以上，催化剂使用寿命可 达3年以上。配套的新一代工艺包技术可使甲醇制备综合能耗降低10%，甲醇吨成本降低6%。 此次开车的千吨级中试项目由吉利创新中心出资并提供催化剂和工艺包，依托山东中科绿碳科技有限公 司的中试场地、原料和公用工程进行建设。该项目旨在全面验证新一代催化剂性能提升效果，重点测试 其催化活性、选择性和转化率等关键指标，并考察长周期稳定性；同时进一步验证吉利自主研发工艺包 的工程可靠性，为后续大规模工业化应用积累关键数据和实践经验。 该技术也是吉利集团构筑绿色甲醇循环经济的关键一环。经过20年的 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.71%, Green Power Environmental (01330) at 69.95%, and China Shenhua (01088) at 68.06% [1] - The largest increases in holdings over the last five trading days were seen in the following companies: Yingfu Fund (02800) with an increase of 134.21 billion, Hang Seng China Enterprises (02828) with an increase of 66.24 billion, and Southern Hang Seng Technology (03033) with an increase of 51.77 billion [1] - The largest decreases in holdings over the last five trading days were recorded for Anta Sports (02020) with a decrease of 10.21 billion, Geely Automobile (00175) with a decrease of 7.70 billion, and HSBC Holdings (00005) with a decrease of 7.40 billion [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding of 10.368 billion shares, representing 74.71% [1] - Green Power Environmental (01330) has a holding of 0.283 billion shares, representing 69.95% [1] - China Shenhua (01088) has a holding of 2.299 billion shares, representing 68.06% [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of 134.21 billion in holdings, with a change of 52.386 million shares [1] - Hang Seng China Enterprises (02828) experienced an increase of 66.24 billion, with a change of 7.216 million shares [1] - Southern Hang Seng Technology (03033) had an increase of 51.77 billion, with a change of 95.870 million shares [1] Group 3: Recent Decreases in Holdings - Anta Sports (02020) had a decrease of 10.21 billion in holdings, with a change of -10.268 million shares [2] - Geely Automobile (00175) experienced a decrease of 7.70 billion, with a change of -38.819 million shares [2] - HSBC Holdings (00005) saw a decrease of 7.40 billion, with a change of -7.332 million shares [2]

与现代都市的独特风情中奔跑穿越，不仅能领略到 "淡妆浓抹总相宜"的自然人文之美，更能感受到绿色、健康、可持 续的城市发展理念。 浙江省体育局副局长廖洪钰现场致辞 齐鲁晚报·齐鲁壹点记者 戚淑军 8月21日，吉利汽车·2025杭州马拉松新闻发布会在杭州黄龙体育中心举行。发布会上，赛事运营单位与吉利汽车正式 签署合作协议，官宣吉利汽车成为2025-2026年度杭州马拉松赛事冠名合作伙伴。吉利不仅将为杭州马拉松提供全场景 的车辆服务保障，还将为优秀的中国选手提供杭产汽车——吉利银河M9与银河星耀8作为重磅奖励，展现"杭州智 造"的硬核实力与城市荣耀。同时，吉利将通过组织员工跑团等形式，深度参与杭州马拉松，致敬突破自我、挑战极 限的体育精神。 "杭产车"吉利银河M9、银河星耀8将作为杭马大奖 杭州是吉利实现梦想的沃土，既保留着深厚的历史文化底蕴，又展现出蓬勃的科技创新活力。杭州马拉松是国内历史 最悠久、影响力最广泛的马拉松赛事之一，被誉为"最美马拉松"。在杭马42.195公里的赛程中，参赛选手在西湖山水 吉利此次与杭州马拉松赛事冠名合作，也是继成功赞助杭州2022年第19届亚运会、哈尔滨2025年第九届亚冬会、202 ...

Group 1: NIO ES8 Pre-sale - The all-new NIO ES8 has started pre-sales with a price range of 416,800 to 456,800 yuan, and a battery rental option priced between 308,800 to 348,800 yuan, with an expected official launch in late September [2][3][6] - The exterior design retains the iconic Xbar design language, featuring a dual-layer cutting design for daytime running lights and smart high-definition projection headlights, available in six colors [5] - The interior is equipped with advanced features including a 38-inch AR heads-up display, a 15.6-inch central control screen, and a 21.4-inch MINILED rear entertainment screen, among other luxury amenities [8][11] Group 2: Great Wall Motors' Luxury Brand - Great Wall Motors has initiated a global tender for its ultra-luxury car brand BG, indicating a strategic move into the high-end market [12][13] - The brand positioning is expected to be high-end, leveraging Great Wall's accumulated technology and brand advantages to penetrate the luxury segment [13] Group 3: Geely's AI Cockpit - Geely has announced the launch of the world's first large-scale deployable automotive super-personalized AI entity, named Eva, and will no longer develop traditional smart cockpits lacking AI capabilities [16][17] - The AI cockpit is built on a five-layer AI technology architecture, enabling proactive service capabilities where users can simply express their intentions for the AI to execute tasks seamlessly [16] - Geely's strategy emphasizes integration across brands and technology, aiming for efficient breakthroughs in technology and more accessible tech products for consumers [17]

周度报告——新能源汽车 smingfTable_Title] 新能源乘用车周度销量报告 2025 年第 33 周（8 月 11 日-8 月 17 日） | . . | | --- | | 期 | | 日 . | | ﻟﻠ D | | 非 | ★ 周度乘用车市场概述 2025 年第 33 周（8 月 11 日至 8 月 17 日），国内乘用车和 新能源乘用车销量环比上升。乘用车零售 43.2 万辆，同比增长 7.6%；新能源乘用车零售 24.6 万辆，同比增长 13.7%；新能源渗 透率为 57.0%，处于历史较高水平。 今年以来，乘用车累计零售 1,337.4 万辆，同比增长 6.6%； 新能源乘用车累计零售 687.1 万辆，同比增长 25.4%；累计新能 源渗透率为 51.4%。 能 ★ 重点新能源车企销量分析 新能源与新材料-新能源汽车-周度报告 2025-8-21 源 与 新 材 料 车企层面，比亚迪新能源乘用车周销量 7.1 万辆、吉利汽车 3.3 万辆、上汽通用五菱 1.7 万辆、长安汽车 1.2 万辆、奇瑞汽车 0.9 万辆，以及特斯拉（中国）销量 1.4 万辆、鸿蒙智行 0.9 万辆。 新势力 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company leverages platform-based manufacturing and maintains competitive advantages in a fiercely competitive market. It focuses on high-value products, extreme cost performance, and product strength, successfully creating several popular models. The high-end brands Zeekr and Lynk & Co have gained considerable audience recognition due to unique product designs, strong electric systems, and exceptional safety features, with high-priced models expected to become significant profit sources for the company [2][3]. Financial Forecast and Valuation - The company is expected to achieve revenue of CNY 378.38 billion, CNY 449.38 billion, and CNY 521.76 billion from 2025 to 2027, representing year-on-year growth of 57.5%, 18.8%, and 16.1% respectively. The net profit attributable to shareholders is projected to be CNY 16.66 billion, CNY 18.78 billion, and CNY 22.98 billion during the same period, with year-on-year growth of 0.19%, 12.67%, and 22.38% respectively. The EPS is expected to be CNY 1.7, CNY 1.9, and CNY 2.3, corresponding to PE ratios of 11.0, 9.8, and 8.0 times [3]. Sales and Financial Data - In 2024, the company is projected to achieve a total sales volume of 2.177 million vehicles, a year-on-year increase of 29.1%. The breakdown includes 1.29 million fuel vehicles and 890,000 new energy vehicles, with significant growth in the latter. The sales target for 2025 is set at 3 million vehicles, with the Galaxy brand expected to contribute significantly [11][22][28]. - For the first half of 2025, the company reported revenue of CNY 150.28 billion, a year-on-year increase of 26.5%. The net profit attributable to shareholders was CNY 9.29 billion, a decrease of 13.9% compared to the previous year, but the core net profit showed a significant increase of 101.7% [16][18]. Brand Integration and Strategy - The company has initiated a brand integration strategy, consolidating several brands to enhance operational efficiency and reduce internal competition. The Geometry brand has been integrated into the Galaxy brand, and Lynk & Co has merged with Zeekr, which is expected to streamline operations and improve market competitiveness [31][34][35]. Product Matrix and Market Position - The company has developed a multi-brand strategy with distinct product matrices for Galaxy, Lynk & Co, and Zeekr, targeting various market segments. The Galaxy brand focuses on mid-to-high-end new energy vehicles, while Lynk & Co aims at the high-end market, and Zeekr is positioned as a luxury brand. This strategic positioning is expected to enhance market share and profitability [45][49][52]. Export Growth - The company's export volume reached 414,500 vehicles in 2024, representing a nearly 5.7-fold increase since 2020, with the export ratio rising from 5.5% in 2020 to 19.0% in 2024. This growth in exports is becoming a crucial driver for overall sales improvement [28][30].

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [4] Core Insights - July saw strong performance in the new energy vehicle (NEV) sector, with sales growth remaining high due to ongoing stimulus policies and increasing consumer demand [11][28] - Total vehicle sales in July reached 2.593 million units, a year-on-year increase of 14.7%. Cumulative sales from January to July amounted to 18.269 million units, reflecting a 12% year-on-year growth [11] - NEV sales in July were 1.262 million units, up 27.4% year-on-year, with a penetration rate of 48.7%. For the first seven months of 2025, NEV sales totaled 8.22 million units, marking a 38.5% increase year-on-year and a penetration rate of 45.0% [11] Summary by Sections Weekly Discussion - The automotive market continues to show positive momentum, with new model releases and sustained consumer purchasing demand contributing to a favorable market environment [11] Investment Strategy and Key Focus - The report suggests focusing on undervalued leading companies in the vehicle and parts sectors due to improving performance, as well as key players in the NEV electrification and intelligence sectors. Recommended companies include BYD, Changan Automobile, Geely, and Li Auto [2][28][31] - The report highlights opportunities arising from domestic substitution due to the "dual circulation" strategy, with companies like Lingdian Electric Control and Sanhua Intelligent Control being of particular interest [2][31] Market Review - The automotive sector experienced a weekly increase of 3.08%, ranking 9th among 31 sectors in the Shenwan classification. The sector outperformed the CSI 300 index, which saw increases of 1.70% [30][36] - In the sub-sectors, automotive services, parts, passenger vehicles, commercial vehicles, and motorcycles had varying weekly performance, with automotive services declining by 1.35% [30][32]