Core Viewpoint - Geely Auto emphasizes its commitment to a value-driven, technology-focused, quality-oriented, service-centric, brand-conscious, and ethically responsible approach in the automotive industry, advocating for open and healthy competition [1] Group 1: Company Strategy - Geely aims to play a leading role in supporting high-quality development within the industry by standardizing supplier payment terms to within 60 days, ensuring stability in the supply chain [1] - The company prioritizes user satisfaction and advocates for safety equity, making safety the top priority while achieving mass production of AI technology applications in vehicles [1] - Geely is committed to steady operations and high levels of integration and collaboration, guided by the "Taizhou Declaration," and is focused on deep resource integration and efficient synergy [1] Group 2: Industry Perspective - The advancement of anti-involution in the industry is expected to lead to more rational and orderly competition, with companies like Geely that adhere to long-termism and focus on enhancing comprehensive strength gaining a competitive edge in the future [1]

每经AI快讯，8月14日，香港交易所信息显示，贝莱德在吉利汽车的持股比例于08月08日从5.04%降至 4.90%。 ...

在吉利汽车2025年中期业绩会上，吉利汽车集团CEO、吉利汽车执行董事淦家阅透露，对于海外市场的 展望，设定的目标是下半年环比将增长30%以上。淦家阅表示，海外发展将列入到集团优先级项目，首 先在组织上形成扁平化变革，全球成立五大海外区域，以在中后台形成资源的统一调度；第二在产品规 划方面，未来公司出口仍将坚持油、电并举的产品策略，根据不同区域制定不同的产品策略。（智通财 经记者 刘阳） ...

Core Viewpoint - Geely Automobile reported a total vehicle delivery of 130,866 units in the second quarter, reflecting a year-on-year increase of 9.3% and a quarter-on-quarter increase of 14.8% [1] Delivery Performance - The Zeekr brand delivered 49,337 vehicles [1] - The Lynk & Co brand delivered 81,529 vehicles, with 58.8% of deliveries coming from new energy vehicles [1]

Core Viewpoint - The core viewpoint of the article emphasizes that the future competition in the automotive market will center around technological strength rather than mere sales volume [1] Group 1: Company Strategy - The CEO of Geely, Gui Shengyue, highlighted that only automotive companies with strong technological attributes will survive in the future [1] - Geely has made significant investments in the technology sector, including the recent successful satellite launch, which is part of its strategy to build a future technology ecosystem [1] - The company is accelerating its efforts in key areas such as autonomous driving, indicating a shift towards a more technology-driven approach [1] Group 2: Development Philosophy - Geely's development philosophy is centered on providing cutting-edge product experiences in the context of rapid advancements in artificial intelligence [1] - The traditional vertical integration model is deemed insufficient, prompting a move towards open horizontal integration [1] - The company asserts that automotive firms must also possess strong manufacturing capabilities as technology companies to ensure robust future growth [1] Group 3: Resource Integration - Geely has recently integrated its intelligent driving resources by merging the Zika intelligent driving team into Qianli Technology, aiming for unified acceleration of intelligent driving capabilities across its entire product line [1]

Core Insights - Geely Automobile reported a strong sales growth in the first half of the year, with a significant increase in core net profit attributable to shareholders, which rose by 102% year-on-year to 6.66 billion yuan [1] - The company achieved a rapid increase in core net profit margin, driven by improved profitability per vehicle [1] - The launch of the Galaxy E5 in August 2024 has positively impacted the performance of the Galaxy brand, marking the beginning of a comprehensive profitability cycle for new energy vehicles [1] Financial Performance - Core net profit attributable to shareholders reached 6.66 billion yuan, reflecting a year-on-year growth of 102% [1] - The core net profit per vehicle increased by 37% year-on-year, while the core net profit margin saw a rise of 57% [1] - The company experienced a significant reduction in expense ratio, contributing to the overall improvement in profitability [1]

Core Insights - Geely Automobile (00175) reported unaudited financial performance for Zeekr Group in Q2 2025, showing a 2.2% year-on-year increase in automotive sales revenue to RMB 22.916 billion, and a 20.0% quarter-on-quarter increase [1] - Total revenue for Q2 2025 was RMB 27.431 billion, reflecting a 0.9% year-on-year decrease but a 24.6% quarter-on-quarter increase [1] - The net loss for Q2 2025 was RMB 0.287 billion, a significant reduction of 88.8% year-on-year and 62.4% quarter-on-quarter [1] - Adjusted net loss (non-GAAP) for Q2 2025, excluding share-based compensation expenses, was RMB 0.257 billion, down 84.2% year-on-year and 59.8% quarter-on-quarter [1] Automotive Sales Performance - Total vehicle deliveries in Q2 2025 reached 130,900 units, marking a 9.3% year-on-year increase and a 14.8% quarter-on-quarter increase [1] - Zeekr brand delivered 49,337 vehicles, while Lynk & Co brand delivered 81,500 vehicles, with 58.8% of Lynk & Co deliveries coming from new energy vehicles [1] - The increase in automotive sales revenue year-on-year was primarily driven by higher sales of the Lynk & Co brand, partially offset by a decline in Zeekr brand sales [1] - The quarter-on-quarter increase in automotive sales revenue was attributed to the launch of new models in Q2 2025 [1]

智通财经APP讯，吉利汽车(00175)发布极氪集团2025年第二季度未经审核财务业绩，2025年第二季度的 汽车销售收益为人民币229.16亿元(单位下同)，同比增加2.2%，环比增加20.0%。2025年第二季度的总 收益为274.31亿元，同比减少0.9%，环比增加24.6%。2025年第二季度的净亏损为2.87亿元，同比减少 88.8%，环比减少62.4%。撇除以股份为基础的薪酬开支后，2025年第二季度的经调整净亏损(非公认会 计准则)为2.57亿元，同比减少84.2%，环比减少59.8%。 2025年第二季度，汽车总交付量为13.09万辆，同比增长9.3%及环比增长14.8%。极氪品牌交付了49337 辆汽车。同时，领克品牌交付了8.15万辆汽车，其中58.8%的交付量来自新能源车型。 2025年第二季度的汽车销售收益同比增加乃主要由于领克品牌的销量增加，部分被极氪品牌的销量下降 所抵销。环比增加主要由于2025年第二季度发布新车型导致销售额增加。 ...

Core Viewpoint - Geely Automobile reported a total vehicle delivery of 130,866 units in the second quarter, reflecting a year-on-year increase of 9.3% and a quarter-on-quarter increase of 14.8% [1] Group 1: Delivery Performance - The Zeekr brand delivered 49,337 vehicles [1] - The Lynk & Co brand delivered 81,529 vehicles, with 58.8% of deliveries coming from new energy vehicles [1]

格隆汇8月14日｜吉利汽车(0175.HK)港交所公告，第二季度汽车总交付量为130,866辆，同比增长9.3% 及环比增长14.8%。极氪品牌交付了49,337辆汽车。同时，领克品牌交付了81,529辆汽车，其中58.8%的 交付量来自新能源车型。 ...