以下文章来源于36氪出海 ，作者36氪出海 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 拼多多正式宣布启动"新拼姆"战略，重点面向全球市场 绿米Aqara上线视频理解大模型服务，家居摄像头场景感知升级 腾讯云与全球3D模型巨头CGTrader达成战略合作，输出AI创作引擎 小马智行将在克罗地亚推出欧洲首个商业化Robotaxi服务 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 拼多多正式宣布启动"新 拼姆"战略 ，重点面向全球市场 3月25日，拼多多正式宣布组建"新拼姆"，搭建自营品牌。据介绍，"新拼姆"整合"拼多多+Temu"的供应链资源，重点面向全球市 场，系统性自营并孵化面向不同市场、不同品类的品牌。目前，"新拼姆"已在上海成立新的专项公司，一期已现金注资150亿元， 未来三年计划总投入1000亿元，全面覆盖国内产业带，推出全方位的品牌出海解决方案，提供产品标准、仓储物流、知产服务、 法律援助、监管审查等全方位服务，助力产业带出海。（拼多多官方） 绿米 Aqa ...

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 323 篇报道。 整理丨 Lucus 本周（ 3 月 23 日至 3 月 2 9 日）出海大事件包括 ： DHL快递与SHEIN签署 " 绿色航燃"协议 ； 阿里速卖通和奥地利邮政签署MOU； 拼多多正式宣布启动"新拼姆"战略 ； 比亚迪正式进军加拿大 市场；小马智行欧洲首个商业化Robotaxi即将路测； 泡泡玛特去年营收首破300亿元； 吉利汽车正 式登陆西班牙市场 ； 马斯克曾邀扎克伯格竞购OpenAI的IP ；Sora宣布关停 出海四小龙 DHL快递与SHEIN签署"绿色航燃"协议 3月26日消息，在上海"Now & Next"物流峰会上，DHL快递与SHEIN正式签署"绿色航燃 （GoGreen Plus）"协议。根据协议，SHEIN将在国际快递航空运输中使用DHL快递提供的可持续航 空燃料，以降低洲际空运的碳排放。 DHL快递长期以来一直是SHEIN全球物流网络中的核心承运商之一，双方多年来保持着稳固的战略合 作伙伴关系。 在航空物流领域，双 ...

Investment Rating - The industry investment rating is Neutral (maintained) [5] Core Insights - The report highlights a significant increase in overseas orders for new energy vehicles (NEVs) from domestic manufacturers, driven by geopolitical tensions and rising oil prices, which are expected to enhance the global energy security strategy and accelerate the transition to NEVs [8][9] - There is a notable performance divergence among automotive companies for 2025, with some firms experiencing slower profit growth due to intensified competition and pressure on downstream sales, while others, like Geely and Sanhua Intelligent Control, are projected to achieve strong revenue and profit growth [10][11] - The price increase of gas turbines by industry leader GEV, attributed to rising demand, indicates a strong growth outlook for the gas power generation sector, suggesting that domestic companies in this chain may expand their market share internationally [11] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to withstand industry risks and achieve revenue and profit growth. Key sectors to watch include data center liquid cooling, gas power generation, and advanced driving technology [3][11] - Recommended automotive stocks include BYD, Geely, SAIC Motor, and Jianghuai Automobile. For gas power generation, focus on Yinlun, Weichai Power, and for liquid cooling, consider InvoTech and Top Group [12] Market Trends - The report notes a significant increase in NEV sales in Australia and other Southeast Asian markets, with a reported 30% increase in foot traffic at dealerships [8][9] - The anticipated rise in oil prices due to geopolitical conflicts is expected to further drive the adoption of NEVs globally, enhancing the market penetration of domestic brands [9] Performance Outlook - Geely is projected to achieve a 25% year-on-year revenue growth for 2025, with a 36% increase in net profit after adjustments. Sanhua Intelligent Control is also expected to see an 11% revenue growth and a 31% increase in net profit [10][11]

Investment Rating - The industry investment rating is Neutral (maintained) [5] Core Insights - The overseas orders for new energy vehicles have significantly increased, driven by the geopolitical situation, providing strong momentum for domestic brands to accelerate their international expansion [8][9] - There is a notable divergence in the performance of automotive companies for 2025, with some companies showing strong growth in profitability while others face challenges due to increased competition and pressure on sales [10] - The price increase by industry leader GEV indicates a strong demand for gas power generation, suggesting continued interest in the gas power generation chain [11] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to withstand industry risks and achieve revenue and profit growth. Key sectors to watch include data center liquid cooling, gas power generation, and advanced driving technology [3][11] - Recommended automotive stocks include BYD, Geely, SAIC Motor, JAC Motors, and Seres; gas generator stocks include Yinlun, Weichai Power; liquid cooling stocks include InvoTech, Yinlun, Top Group, Feilong, and Chuanhuan Technology; robotics stocks include Xinquan, Top Group, Yinlun, Daimai, Sanhua Intelligent Control, and others; autonomous driving stocks include Jingwei Hirain, Bertel, and Desay SV [12]

Core Viewpoint - Geely Automobile announced the issuance of a total of 1.6388 million ordinary shares on March 27, 2026, due to the exercise of stock options by employees and related parties under the stock option plan adopted on April 28, 2023 [1] Group 1 - The total number of ordinary shares to be issued is 1.6388 million [1] - The stock option plan was adopted on April 28, 2023 [1] - The issuance is scheduled for March 27, 2026 [1]

Overall Market - The total market for passenger vehicles in China includes ICE (Internal Combustion Engine), BEV (Battery Electric Vehicle), and PHEV (Plug-in Hybrid Electric Vehicle) with a total production of 1,372,642 units and retail sales of 1,033,735 units [4][6]. - The production of new energy vehicles (NEV) reached 644,659 units, while fuel vehicles produced were 727,983 units, indicating a growing trend in NEV adoption [4][6]. Submarket Analysis - The NEV market is segmented into BEV and PHEV, with significant growth in both categories. The total NEV production for the year was 1,904,262 units, with a retail figure of 1,427,943 units [6][34]. - The market share of NEVs in the overall market is increasing, with NEV penetration rates reaching 41.1% in 2026 [18][19]. Export Market - The export of new energy vehicles has shown a positive trend, with a total of 289,543 units exported in the first two months of 2026, marking a 106.1% increase compared to the previous year [22][24]. - The share of NEVs in the export market is also growing, with NEV penetration rates reaching 49.9% [24][26]. Manufacturer Performance - BYD remains the leading manufacturer in the NEV segment with a wholesale volume of 187,782 units, despite a year-on-year decline of 41.0% [29]. - Tesla China has shown significant growth in retail sales, with a 52.4% increase, indicating strong market demand [30]. Vehicle Type Segmentation - In the vehicle type segmentation, the SUV category continues to dominate with a total retail sales of 1,060,304 units, while MPVs and sedans follow with 683,481 and 1,033,735 units respectively [33][34]. - The overall market is experiencing a decline in sales across all vehicle types, with NEVs showing a less severe drop compared to traditional fuel vehicles [36][37].

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： 2026年3月27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 | | | 已發行股份（不包括庫 ...

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 承董事會命 吉利汽車控股有限公司 公司秘書 張頌仁 香港，二零二六年三月二十七日 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。 175 80175 董事會會議日期 吉利汽車控股有限公司（「本公司」）董事會（「董事會」）欣然宣佈，董事會會議將於二零二 六年四月二十九日（星期三）上午十一時，假座香港灣仔港灣道23號鷹君中心23樓2301室 舉行，以審議及批准（其中包括）本公司及其附屬公司截至二零二六年三月三十一日止三 個月未經審核之季度業績。 ...

Core Insights - Geely Auto officially launched its commercial presence in Spain, reflecting the trend of Chinese automakers accelerating their entry into the European market [1] - The company introduced two new energy SUV models, Starray EM-i and Geely E5, which include both plug-in hybrid and pure electric technologies [1] - Geely plans to introduce at least nine models in Spain over the next three years, with four models set to launch in 2026 to meet local consumer demands for design, intelligence, and electrification [1] Group 1 - Geely's brand launch event in Madrid marks a significant step in its strategy to expand in the European market [1] - The company has signed cooperation agreements with initial dealers and aims to establish a comprehensive sales and service network across Spain [1] - Spain is viewed as a key market for Geely in Europe due to its industrial foundation, electrification transition, and consumer environment [1] Group 2 - Chinese automotive companies, including Geely, are enhancing their international competitiveness through localized operations and product offerings in Spain and Europe [2] - The global automotive industry is rapidly transitioning towards electrification and intelligence, providing opportunities for Chinese automakers to leverage their technological and supply chain advantages [2] - Geely plans to continue advancing electrification and intelligent technology applications through its R&D and manufacturing systems in both China and Europe [2]

Core Viewpoint - Geely Automobile announced the issuance of 1.782 million ordinary shares due to employee stock options exercised under a plan adopted on April 28, 2023, and an additional 46,000 shares for related entity participants under the same plan [1] Group 1 - Geely Automobile will issue a total of 1.782 million shares on March 26, 2026, as a result of employees exercising stock options [1] - An additional 46,000 shares will be issued on the same date for related entity participants exercising stock options [1]