Core Points - Geely Automobile's project "Key Technologies and Applications for Safety and Protection of Vehicle Power Batteries" won the first prize of the Science and Technology Progress Award from the China Society of Automotive Engineering for 2025 [2] - The project incorporates multiple innovative designs to enhance the safety of power batteries across all usage scenarios, now fully applied in the Shendun Jinzhang battery series [2] - The Shendun Jinzhang battery adheres to the technical philosophy of "exceeding standards in design and verification," significantly improving safety performance [2] Safety Performance - The battery system features a comprehensive safety design covering materials, structure, and management systems, establishing a multi-layered protection system for electric vehicle users [2] - In terms of safety validation, the Shendun Jinzhang battery surpassed new national standards and successfully passed the industry's first "whole package + whole vehicle" live six serial tests in August this year [2] - The battery has undergone extreme challenges such as "8-pin puncture, tank crushing, and live bullet penetration," demonstrating no smoke, fire, or explosion during these tests that exceed typical usage scenarios [2]

Core Points - Geely Automobile (00175) announced the issuance of 22,000 shares due to the exercise of stock options on October 21, 2025 [1] Company Summary - The company is set to issue a total of 22,000 shares as a result of stock option exercises [1]

Core Viewpoint - Geely Automobile announced the issuance of 22,000 shares on October 21, 2025, due to the exercise of stock options [1] Company Summary - Geely Automobile is set to issue 22,000 shares as a result of stock option exercises [1]

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： 2025年10月21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 。 FF305 | 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 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | | | 已發行股份（不包括庫存股份 ...

Group 1: Market Performance - The China Hong Kong Stock Connect Automotive Industry Theme Index (931239) rose by 3.00% as of October 21, 2025, with notable gains from component stocks such as China Nonferrous Mining (01258) up 6.30% and Horizon Robotics-W (09660) up 5.45% [1] - The Hong Kong automotive ETF (159210) increased by 3.17%, with the latest price at 1.11 yuan, and has seen a cumulative increase of 3.67% over the past three months [1] - The trading activity for the Hong Kong automotive ETF was robust, with a turnover of 37.6% and a transaction volume of 26.0033 million yuan, indicating active market participation [1] Group 2: Industry Developments - On October 20, the world's first dual-use methanol-hydrogen electric distribution ship, "Yuanchun 001," successfully launched its maiden voyage in Shanghai, marking the beginning of commercial operations [3] - Shanghai Port Group and Geely Holding Group signed a strategic cooperation agreement focused on green shipping, aiming to integrate resources and explore cooperation in green shipping, green ports, and intelligent operations [3] - In September, China's automotive production and sales reached 3.276 million and 3.226 million units respectively, marking a historical milestone with both figures exceeding 3 million for the first time in the same month [3] Group 3: Electric Vehicle Market - In September, the production and sales of new energy vehicles (NEVs) reached 1.617 million and 1.604 million units respectively, with year-on-year growth of 23.7% and 24.6%, making NEVs account for 49.7% of total new car sales [4] - BYD continued to lead the NEV market, selling 396,000 new energy vehicles in September, a year-on-year increase of 18.6%, with a cumulative sales figure of 3.26 million units for the first nine months of the year [4] Group 4: Export Trends - In September, NEV exports totaled 222,000 units, a month-on-month decrease of 0.9% but a year-on-year increase of 100% [4] - From January to September, NEV exports reached 1.758 million units, reflecting a year-on-year growth of 89.4% [4] Group 5: Robotics and Innovation - On October 20, Yushu Technology launched the Unitree H2 bionic robot, showcasing advanced movement capabilities and a design that continues the aesthetics of the previous Unitree G1 model [4] - The CEO of Yushu Technology noted that the domestic robotics industry has seen significant growth, with an average growth rate of 50% to 100% among Chinese intelligent robotics companies [4] - BYD is actively exploring the field of embodied intelligent robots, leveraging its comprehensive new energy industry chain and technological innovation capabilities to enhance business quality and efficiency [4] Group 6: Investment Outlook - The automotive industry is viewed as entering a new crossroads, with the end of the electric vehicle boom and the dawn of automotive intelligence, alongside innovations in robotics [5] - The industry is supported by solid fundamentals and driven by technological advancements, presenting investment opportunities in automotive growth, intelligent transformation, and humanoid robotics [5]

Core Viewpoint - Geely Automobile's stock price increased by over 5% towards the end of trading, indicating positive market sentiment towards the company [1] Group 1 - Geely Automobile's stock price rose by 4.68%, reaching HKD 19.24 [1] - The trading volume for Geely Automobile was HKD 1.056 billion [1]

Core Viewpoint - Geely Automobile's stock price increased by over 5% following the announcement of a HKD 2.3 billion share buyback plan aimed at optimizing its capital structure and enhancing shareholder value [1] Group 1: Financial Performance - As of the latest report, Geely's stock price rose by 4.68% to HKD 19.24, with a trading volume of HKD 1.056 billion [1] - The company achieved a sales volume of 273,125 vehicles in September 2025, reflecting a month-on-month growth of 9% and a year-on-year growth of 35%, marking the seventh consecutive month of both month-on-month and year-on-year growth [1] Group 2: Future Outlook - According to Cathay Securities, Geely's sales growth has remained robust from 2025 to the present [1] - Several new models, including Geely Galaxy A7, Geely Galaxy M9, Geely Galaxy Xingyao 6, Zeekr 9X, and Lynk & Co 10EM-P, are set to launch in the second half of 2025, contributing to the company's growth strategy [1] - The global expansion of Geely, Zeekr, and Lynk & Co brands is accelerating, with the company steadily progressing towards its annual sales target of 3 million vehicles [1]

Core Viewpoint - Geely Automobile announced a share buyback plan of HKD 2.3 billion to optimize its capital structure, which has positively impacted its stock price, leading to a rise of over 5% in late trading [1] Group 1: Financial Performance - As of the latest report, Geely's stock price is HKD 19.24, with a trading volume of HKD 1.056 billion [1] - The company achieved a sales volume of 273,125 vehicles in September 2025, representing a month-on-month increase of 9% and a year-on-year increase of 35%, marking the seventh consecutive month of double growth [1] Group 2: Future Outlook - According to Guotai Junan Securities, Geely's sales growth rate has remained high since 2025 [1] - Several new models, including Geely Galaxy A7, Geely Galaxy M9, Geely Galaxy Xingyao 6, Zeekr 9X, and Lynk & Co 10EM-P, are set to launch in the second half of 2025, contributing to the company's growth [1] - Geely is accelerating the globalization of its Geely, Zeekr, and Lynk & Co brands, aiming to steadily reach an annual target of 3 million vehicles [1]

Core Insights - The visit by the company's chairman and technical team to Geely's Zeekr Meishan factory marks the initiation of a collaboration focused on "large integrated die-casting" technology, aiming to address manufacturing bottlenecks in the automotive industry and promote independent breakthroughs in key manufacturing technologies in China [1][3]. Group 1: Collaboration Objectives - The partnership aims to integrate advanced materials and technologies in powder metallurgy and additive manufacturing to meet Geely's urgent needs in large integrated die-casting manufacturing [3][4]. - The company will develop customized high-performance die-casting steel materials to enhance thermal stability, thermal conductivity, and lifespan, directly improving Geely's production efficiency and reducing costs associated with mold maintenance [3][4]. Group 2: Technological Innovations - The company plans to apply results from national key research projects to optimize the manufacturing and remanufacturing of molds, particularly for complex cooling channel molds, thereby improving cooling efficiency and reducing production cycles [4][6]. - Advanced repair technologies, such as laser cladding, will be utilized to perform precise repairs on existing molds, saving costs and minimizing downtime for Geely [4][6]. Group 3: Comprehensive Technical Support - The company commits to providing a full-spectrum technical support system for Geely, covering material selection, application guidance, and failure analysis, ensuring a collaborative approach to overcoming technical challenges [4][6]. - A joint technical working group will be established to facilitate ongoing cooperation and address various technical challenges during product development and mass production [4][6]. Group 4: Future Outlook - The collaboration is seen as a significant step towards enhancing supply chain resilience and achieving efficiency and quality in Geely's core manufacturing processes [6]. - Both parties express a commitment to exploring innovative materials and processes, aiming to elevate China's automotive industry in key manufacturing technologies and new material applications [6][7].

Core Viewpoint - The collaboration between Tiangong International and Geely Auto marks a significant step in integrating advanced materials and manufacturing technologies in the automotive industry, specifically in the area of large-scale integrated die-casting [1][4]. Group 1: Collaboration Overview - Tiangong International's chairman and technical team visited Geely Auto's Zeekr Meishan factory, initiating a partnership focused on overcoming manufacturing bottlenecks in the automotive sector [1]. - The partnership aims to leverage Tiangong's expertise in powder metallurgy and additive manufacturing to meet Geely's urgent needs in large-scale integrated die-casting [2][3]. Group 2: Key Areas of Focus - Customized Material Development: Tiangong will develop a new generation of high-performance die-casting mold steel tailored to Geely's requirements, addressing common industry challenges such as thermal fatigue and wear [2]. - Additive Manufacturing Technology: Tiangong will apply its research outcomes to enhance mold manufacturing and repair processes, optimizing cooling efficiency and reducing production downtime [3]. - Comprehensive Technical Support: The companies will establish a joint technical working group to address various technical challenges throughout product development and mass production [3]. Group 3: Future Outlook - The collaboration is seen as a benchmark for the industrial application of national-level research project outcomes, enhancing supply chain resilience and efficiency for Geely Auto [4]. - Both companies expressed commitment to exploring innovative materials and processes, aiming to achieve higher levels of autonomy and global leadership in critical manufacturing technologies [4].