Summary of Key Points Core Viewpoint The domestic major new energy vehicle (NEV) companies have reported their sales figures for December 2025 and the entire year, showcasing significant growth in the sector despite some companies experiencing a decline in monthly sales. Group 1: BYD - In December 2025, BYD sold 420,398 NEVs, a year-on-year decline of approximately 18.2% [1] - The total sales for the year reached 4,602,436 units, representing a year-on-year growth of 7.73% [1] - Pure electric vehicle sales in December were 190,712 units, with annual sales of 2,256,714 units, marking a substantial increase of 27.86% [1] - BYD exported a total of 133,000 NEVs in December [1] Group 2: Geely - Geely's total vehicle sales for 2025 exceeded 3.02 million units, surpassing its annual sales target [2] - The company achieved a record high in NEV sales, totaling 1.69 million units [2] - Geely aims to reach a sales target of 3.45 million units in 2026, with NEV sales projected at 2.22 million units [2] Group 3: Hongmeng Zhixing - Hongmeng Zhixing delivered 89,611 vehicles in December, setting a new historical high [3] - The total deliveries for 2025 reached 589,107 units, reflecting a year-on-year growth of 32% [3] Group 4: Leap Motor - Leap Motor's total deliveries in December reached 60,423 units, a year-on-year increase of 42% [4] - The cumulative deliveries for 2025 amounted to 596,555 units, representing a remarkable growth of 103% [4] Group 5: Xiaomi Auto - Xiaomi Auto reported over 50,000 deliveries in December 2025 [5] - The Xiaomi YU7 model has delivered over 150,000 units in six months, which is 2.3 times the delivery of the SU7 in the same period [6] Group 6: NIO - NIO delivered 48,135 vehicles in December, achieving a historical high with a year-on-year growth of 54.6% [7] - The total deliveries for 2025 reached 326,028 units, marking a year-on-year increase of 46.9% [7] - NIO's brand deliveries included 31,897 units, with the Leida brand delivering 91,54 units and the Firefly brand delivering 7,084 units [7] Group 7: Li Auto - Li Auto delivered 44,246 vehicles in December 2025 [8] - The total deliveries for the fourth quarter reached 109,194 units, with a cumulative historical delivery of 1,540,215 units by the end of December 2025 [8] Group 8: Aion - Aion's sales in December reached 40,066 units, setting a new record [9] Group 9: XPeng Motors - XPeng Motors delivered 37,508 vehicles in December, reflecting a year-on-year growth of 2% [11] - The total annual deliveries for 2025 reached 429,445 units, a significant increase of 126% compared to the previous year [11] - The XPeng X9 model achieved a record monthly delivery of 5,424 units in December, with a month-on-month increase of 68% and a year-on-year increase of 289% [11] Group 10: Zeekr - Zeekr reported 30,267 deliveries in December, achieving a historical high with a year-on-year growth of 11.3% [12] - The total annual sales exceeded 224,000 units [12] Group 11: Lantu - Lantu's total deliveries for 2025 surpassed 150,169 units, achieving a year-on-year growth of 87% [13] Group 12: IM Motors - IM Motors reported total sales of 81,017 units for 2025, setting a new annual sales record [14]

Core Insights - Geely Automobile Holdings Limited reported a record high total sales of 3,024,567 vehicles in 2025, representing a 39% year-on-year increase, exceeding the revised annual target of 3 million units [1] - The company achieved significant growth in its new energy vehicle (NEV) segment, with total NEV sales reaching 1,687,767 units, a 90% increase year-on-year, successfully meeting its annual NEV sales target [1] Sales Performance - Geely Galaxy brand sold 1.24 million units in 2025, surpassing the "Million Galaxy" sales target, while Lynk & Co brand sales exceeded 350,000 units, also a record high [1][2] - The Zeekr brand achieved a monthly sales record of over 30,000 units in December, contributing to a total of 224,000 units sold for the year [6] Product Development - Geely's NEV transformation saw significant advancements with the launch of high-end models such as Geely Galaxy M9, Lynk & Co 900, and Zeekr 9X, which contributed to a strong product cycle and profitability [4] - The Geely Galaxy brand became a major growth driver, achieving 150% year-on-year growth in 2025, with models like Geely Star Wish and Geely Galaxy E5 leading in their respective segments [4] Global Expansion - Geely's overseas sales reached 420,000 units in 2025, with NEV exports exceeding 120,000 units, marking a significant step in the company's global strategy [18] - The company entered 13 new markets in 2025, including major European markets and high-potential regions in South America and Africa [18] Technological Innovation - Geely launched its "Intelligent Automotive Full-Field AI" technology system in 2025, enhancing its product offerings with advanced AI capabilities and safety features [12] - The company introduced the Flyme Auto 2 AI cockpit operating system and the world's first large-scale automotive super-personalized intelligent agent, Eva, enhancing user experience [13] ESG and Sustainability - Geely received top recognition in the ESG field, ranking first in the "China ESG Listed Companies Yangtze River Delta Pioneer 100 (2025)" list and achieving an AA rating from MSCI ESG [25] - The company plans to launch approximately 10 new models in 2026, continuing its commitment to high-quality development and sustainable practices [25]

Core Insights - Geely Automobile reported a total vehicle sales of 2,368,17 units for December 2025, representing an approximate 13% increase year-on-year [1] - The total sales for 2025 reached 3.02 million units, a significant year-on-year growth of 39%, exceeding the annual target of 3 million units [1] - In 2025, Geely's new energy vehicle sales reached 1.69 million units, marking a 90% year-on-year increase, solidifying its position in the top tier of the new energy market [1] Sales Targets - The board has set a sales target of 3.45 million units for 2026, which is about a 14% increase compared to the total sales achieved in 2025 [1] - The sales target for the Geely brand is set at 2,750,000 units, while the Zeekr brand aims for 300,000 units, and the Lynk & Co brand targets 400,000 units [1] - The new energy vehicle sales target for 2026 is 2,220,000 units, representing an approximate 32% growth compared to the new energy vehicle sales in 2025 [1]

Core Insights - Geely Automobile achieved a total vehicle sales of 3,024,567 units in 2025, representing a year-on-year growth of approximately 39% and exceeding the annual sales target of 3,000,000 units [1][4][10] - The company recorded a significant increase in new energy vehicle sales, reaching 1,687,800 units, which is a remarkable 90% year-on-year growth, setting a new record [1][4][7] - The Geely brand led the sales with 2,449,939 units, while the "China Star" series achieved sales of 1,214,100 units, surpassing the "one million China Star" target [1][11] Sales Performance - Total vehicle sales for Geely in 2025 were 3,024,567 units, a 39% increase from the previous year [1][4] - New energy vehicle sales reached 1,687,800 units, marking a 90% increase year-on-year [1][4][7] - The Geely brand's sales were 2,449,939 units, while the Lynk & Co brand sold 350,495 units, a 23% increase [4][17] - Zeekr brand sales totaled 224,133 units, with December 2025 deliveries reaching 30,267 units, a record high [21] Brand Performance - The "China Star" series achieved sales of 1,214,100 units, exceeding the target of one million [1][11] - The Galaxy brand saw a 150% increase in sales, reaching 235,807 units, and achieved the "one million Galaxy" sales target in just 29 months [13][14] - Lynk & Co's new energy family accounted for 65% of its total sales, with a 36% year-on-year growth [18][20] - Zeekr's new models, including the Zeekr 9 series, have strengthened its position in the luxury new energy market [21] International Expansion - Geely's overseas sales reached 420,097 units in 2025, successfully meeting its export sales target [23] - The company expanded into 13 new markets, including the UK, Italy, Brazil, and South Africa [23][26] - Lynk & Co has accelerated its global presence, establishing over 860 stores in more than 50 countries [24][26] - Zeekr has also entered over 50 countries, showcasing strong competitiveness in various international markets [25][26]

Core Insights - Geely Automobile achieved a total vehicle sales of 3,024,567 units in 2025, representing a 39% year-on-year increase and exceeding the annual sales target of 3,000,000 units [1][4] - The company recorded a remarkable 90% increase in sales of new energy vehicles, totaling 1,687,800 units, setting a new record [1][6] - The Geely brand led the sales with 2,449,939 units, while the "China Star" series achieved sales of 1,214,100 units, surpassing the "one million China Star" target [1][11] Sales Performance - Total vehicle sales for 2025 reached 3,024,567 units, a 39% increase compared to the previous year [4] - The Geely brand sold 2,449,939 units, while the Lynk & Co brand sold 350,495 units, marking a 23% increase [15] - ZEEKR brand sales reached 224,133 units, with December 2025 deliveries hitting a record high of 30,267 units [19] New Energy Vehicle Sales - New energy vehicle sales for 2025 totaled 1,687,800 units, achieving a 90% year-on-year growth [1][6] - The Lynk & Co brand's new energy family sold 227,813 units, a 36% increase [16] - The Galaxy brand achieved a 150% increase in sales, reaching 235,800 units [12] Future Sales Targets - For 2026, Geely aims for a total sales target of 3,450,000 units, representing a 14% increase from 2025 [10] - The Geely brand's sales target is set at 2,750,000 units, while ZEEKR and Lynk & Co aim for 307,000 and 400,000 units respectively [10] Global Expansion - Geely's international presence expanded significantly, entering 13 new markets including the UK, Italy, Brazil, and South Africa [23] - Lynk & Co has accelerated its global strategy, establishing over 860 stores in more than 50 countries [26] - ZEEKR has also entered over 50 countries, showcasing strong competitiveness in the luxury new energy market [26]

Group 1 - The core point of the article is that Geely Automobile reported a total vehicle sales of 236,817 units in December [1] - In December, the sales of plug-in hybrid vehicles reached 75,133 units [1] - The sales of pure electric vehicles in December amounted to 79,131 units [1]

Core Viewpoint - Geely Automobile expects to achieve a total vehicle sales of 3,024,567 units in 2025, representing a 39% increase compared to the previous year, and has exceeded its annual sales target of 3,000,000 units [1] Group 1 - In December 2025, Geely's total vehicle sales reached 236,817 units, marking a 13% increase year-on-year [1] - The company has successfully surpassed its sales goal for the year, indicating strong market performance [1]

Core Viewpoint - Geely Automobile (00175) announced a significant increase in total vehicle sales for 2025, achieving 3.0246 million units, which represents a 39% growth compared to the previous year, exceeding the annual sales target of 3 million units [1] Group 1: Sales Performance - The total vehicle sales for December 2025 reached 236,800 units, marking an approximate 13% increase year-on-year [1] - The sales target for 2026 is set at 3.45 million units, reflecting a growth of about 14% from the 2025 figures [1] Group 2: Brand-Specific Targets - The sales target for the Geely brand is set at 2.75 million units [1] - The sales target for the Zeekr brand is 300,000 units [1] - The sales target for the Lynk & Co brand is 400,000 units [1] Group 3: New Energy Vehicles - The sales target for new energy vehicles is set at 2.22 million units, which indicates a 32% increase compared to the 2025 new energy vehicle sales [1]

智通财经APP讯，吉利汽车(00175)发布公告，集团于2025年12月的汽车总销量为23.68万部，较去年同 期增长约13%;2025年全年汽车总销量为302.46万部，较去年同期增长约39%，并超额完成全年销量目标 300万部。 董事会已将集团2026年的销量目标定为345万部，较2025年所实现量增长约14% 。其中，吉利品牌的销 量目标为275万部，极氪品牌的的总销销量目标为30万部，领克品牌的销量目标为40万部。此外，新能 源汽车的销量目标为222万部，较2025年所实现的新能源汽车销量增长约32%。 ...

每经AI快讯，吉利汽车称，2025年12月的汽车总销量为236,817部，较去年同期增长约13%；2025年全 年汽车总销量为3,024,567部，较去年同期增长约39%。 ...