格隆汇2月1日｜吉利汽车发布公告，集团于2026年1月的汽车总销量为27.02万部，较去年同期增长约 1%，其中出口总销量和极氪品牌总销量均较去年同期实现翻倍增长。此外，宝腾于2026年1月实现汽车 销量16106部，较去年同期增长约36%。 ...

Group 1 - The core point of the article is that Geely Automobile reported a total vehicle sales of 270,200 units in January 2026, representing an approximate 1% increase year-on-year [1] - The export sales and Zeekr brand sales both doubled compared to the same period last year [1] - Proton achieved vehicle sales of 16,106 units in January 2026, marking a year-on-year growth of approximately 36% [1]

Core Insights - Geely Automobile (00175) announced total vehicle sales of 270,200 units in January 2026, representing an approximate 1% increase compared to the same period last year [1] - Both export sales and Zeekr brand sales doubled compared to the previous year [1] - Proton achieved vehicle sales of 16,106 units in January 2026, marking a growth of approximately 36% year-on-year [1]

格隆汇2月1日丨吉利汽车(00175.HK)公告，集团于2026年1月的汽车总销量为270,167部，较去年同期增 长约1%，其中出口总销量和极氪品牌总销量均较去年同期实现翻倍增长。宝腾于2026年1月实现汽车销 量16,106部，较去年同期增长约36%。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 吉利汽車控股有限公司 呈交日期: 2026年2月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00175 | | 說明 | | | | | | | | | 多櫃檯證券代號 | 80175 | RMB | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 18,000,000,000 | HKD | | 0.02 | HKD | | 360,000,000 | | 增加 / 減少 (-) | | | | | | | | HKD | | | | 本月底結存 | | | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並表明不會就因本公佈全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED 未經審核之二零二六年一月銷量 敬請注意，本公佈所披露的數 據為未經審核數字，尚未經本公司核數師確認， 相關數據 或會作出調整，並有待最終確認。 股東及潛在投資者 應於本集團刊發財務業績後， 審慎 閱讀相關財務資料。 承董事會命 吉利汽車控股有限公司 公司秘書 張頌仁 香港，二零二六年二月一日 於本公佈日期，本公司執行董事為李書福先生（主席）、李東輝先生（副主席）、桂生悅先生 （行政總裁）、淦家閱先生及毛鑒明先生；而本公司獨立非執行董事為高劼女士、俞麗萍 女士、朱寒松先生及曾瀞漪女士。 - 2 - 吉利汽車控股有限公司(「本公司」，連同其附屬公司統稱為「本集團」）董事會欣然宣佈， 本集團於二零二 六年一月的汽車總銷量為270,167部，較去年同期增長約1%，其中出口總 銷量和極氪品牌總銷量均較去年同期實現翻倍增長。詳細如下： | 品牌 | 本月 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The penetration rate of domestic new energy passenger vehicles has reached 55%, and future sales growth is expected to slow down. However, the increase in battery capacity is anticipated to significantly impact demand, with a projected double-digit growth in battery demand for passenger vehicles by 2026 [2][4] - The domestic new energy passenger vehicle market has entered a consumption-driven growth phase since the end of 2020, with penetration rates increasing from around 10% to an expected 55% by the end of 2025. This growth is accompanied by a slowdown in sales growth due to a higher base [4][17] - The increase in battery capacity is expected to support the growth of battery installations, with single-vehicle battery capacity projected to rise from 52.8 kWh in April 2025 to 61.2 kWh by December 2025 for EVs, and from 23.3 kWh to 33.7 kWh for PHEVs during the same period [4][18] Summary by Sections Market Trends - The market for new energy passenger vehicles is projected to see a slight decline in total vehicle numbers, while new energy vehicles are expected to achieve small single-digit growth due to increased penetration rates. Battery capacity per vehicle is expected to increase by approximately 7%-8%, supporting a battery installation growth rate of around 12% [6][34] Policy and Economic Factors - Positive factors for battery capacity enhancement include changes in the old-for-new policy, which sets a subsidy cap at 8% of the vehicle price in 2026, and changes in purchase tax standards that require PHEVs to have a pure electric range of 100 kWh to qualify for tax exemptions [5][23] - The trend towards larger batteries in range-extended and plug-in hybrid vehicles is expected to continue, addressing consumer concerns about range anxiety and enhancing the perception of electric vehicles' convenience and cost-effectiveness [24] Product Development - Major manufacturers are launching new models with increased battery capacities. For instance, BYD and Geely are introducing models with capacities ranging from 20.79 kWh to 36.62 kWh for their 2026 versions [27][30] - The introduction of large-capacity EVs and PHEVs is expected to further enrich the market, with new models like the Wanjie M9 and NIO ES9 expected to have battery capacities around 100 kWh [31][33]

Group 1 - Zhejiang Geely Holding Group Co., Ltd. has obtained a patent for a "method, device, equipment, and storage medium for predicting the state of obstacles," with authorization announcement number CN119668253B, and the application date is November 2024 [1] - Zhejiang Geely Holding Group Co., Ltd. was established in 2003 and is located in Hangzhou, primarily engaged in the automotive manufacturing industry, with a registered capital of 1.03 billion RMB [1] - The company has made investments in 39 enterprises, participated in 524 bidding projects, and has 5,000 trademark and patent information entries, along with 275 administrative licenses [1] Group 2 - Geely Automobile Research Institute (Ningbo) Co., Ltd. was established in 2016 and is located in Ningbo, primarily engaged in the manufacturing of specialized equipment, with a registered capital of 30 million RMB [1] - The research institute has invested in 9 enterprises, participated in 320 bidding projects, and holds 5,000 patent information entries, along with 19 administrative licenses [1]

浙江远程商用车研发有限公司，成立于2021年，位于杭州市，是一家以从事汽车制造业为主的企业。企 业注册资本100000万人民币。通过天眼查大数据分析，浙江远程商用车研发有限公司共对外投资了1家 企业，参与招投标项目29次，专利信息2177条，此外企业还拥有行政许可3个。 国家知识产权局信息显示，浙江吉利控股集团有限公司、浙江远程新能源商用车集团有限公司、浙江远 程商用车研发有限公司取得一项名为"一种增程器的控制方法、装置、设备及存储介质"的专利，授权公 告号CN115416502B，申请日期为2022年9月。 天眼查资料显示，浙江吉利控股集团有限公司，成立于2003年，位于杭州市，是一家以从事汽车制造业 为主的企业。企业注册资本103000万人民币。通过天眼查大数据分析，浙江吉利控股集团有限公司共对 外投资了39家企业，参与招投标项目524次，财产线索方面有商标信息5000条，专利信息5000条，此外 企业还拥有行政许可275个。 浙江远程新能源商用车集团有限公司，成立于2016年，位于杭州市，是一家以从事汽车制造业为主的企 业。企业注册资本50000万人民币。通过天眼查大数据分析，浙江远程新能源商用车集团有 ...

Group 1: Electric Vehicle Market Insights - In December 2025, the retail penetration rate of new energy vehicles (NEVs) reached 58.7%, with a year-on-year increase of 10.9% but a month-on-month decrease of 2.5 percentage points [2][6][14] - The retail sales of passenger vehicles in December 2025 were 2.27 million units, showing a year-on-year decline of 16% and a month-on-month increase of 14.7% [11][14] - BYD maintained a market share of 25% in the NEV sector, while Geely's market share decreased to 11% [22][6] Group 2: Global Market Performance - In December 2025, Southeast Asia's NEV penetration rate exceeded expectations, with a significant contribution from VinFast, leading to a month-on-month increase [3][35] - Chinese automakers exported 641,000 passenger vehicles in December 2025, with 245,000 being NEVs, resulting in a NEV penetration rate of 38.2% [3][7] - The market share of Chinese brands in Southeast Asia reached 14.7%, with a month-on-month increase of 0.8 percentage points [51][62] Group 3: Policy and Market Outlook - The old-for-new vehicle replacement policy is set to be implemented in January 2026, which is expected to stimulate demand in the passenger vehicle market [2][6] - The industry anticipates a recovery in passenger vehicle demand in Q1 2026, driven by the new policy and a shift in consumer sentiment [4][6] - The focus for domestic investments is on companies less sensitive to policy fluctuations, such as JAC Motors, and those expected to see growth in the high-end electric vehicle segment, including Geely and Great Wall Motors [4][6]