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吉利汽车(00175) - 2025 Q2 - 电话会议演示
2025-08-14 07:30
Financial Performance - Total sales volume reached 1.409 million units, a year-over-year increase of 47%[7] - The company's market share exceeded 10% for the first time, growing by 2.4 percentage points year-over-year[7] - Total revenue amounted to RMB 150.3 billion, representing a year-over-year growth of 27%[8] - Core profit attributable to equity holders doubled, reaching RMB 6.66 billion, a year-over-year increase of 102%[8] - NEV sales volume doubled, while ICE sales volume grew against the trend[9] Sales and Market Trends - NEV penetration surged to 51.5% in the domestic market, exceeding the industry level of 55.9%[11] - NEV export volume surged by 146% year-over-year, driving future export growth[10] - Geely Galaxy NEV sales volume reached 548,000 units, a year-over-year growth of 232%[31] - Geely China Star ICE vehicles achieved sales volume of 474,000 units in China's domestic market, a year-over-year growth of 21%[41] Cost Management and Profitability - Distribution & selling expense ratio decreased by 16%[15] - Administrative expense ratio decreased by 26%[16] - Core profit attributable to equity holders per vehicle increased by 37%, reaching RMB 4,724[25] - Core profit margin attributable to equity holders increased by 57%, reaching 4.4%[27]
吉利汽车:半年营收首破1500亿元,上调全年销量目标至300万辆
Zheng Quan Shi Bao· 2025-08-14 06:52
Core Insights - Geely Auto reported a record revenue of 150.3 billion yuan for the first half of 2025, a 27% year-on-year increase, with a net profit attributable to shareholders of 9.29 billion yuan, and a core net profit of 6.66 billion yuan, reflecting a 102% growth [1] - The company achieved a total sales volume of 1.409 million vehicles, a 47% increase year-on-year, with a market share surpassing 10% for the first time [1] - Geely has raised its full-year sales target from 2.71 million to 3 million vehicles based on strong market performance [1][4] Financial Performance - Geely's gross profit increased to 24.7 billion yuan, with a gross margin of 16.4% [1] - Total cash levels rose to 58.8 billion yuan [1] New Energy Segment - The new energy segment emerged as a significant growth driver, with total sales exceeding 725,000 units and a penetration rate of 51.5% [3] - The Galaxy series, now an independent brand, sold 548,000 units, marking a 232% increase [3] High-end Luxury Brands - Zeekr and Lynk & Co have become core supports for brand value enhancement, with Zeekr selling 90,740 units and Lynk & Co selling 154,137 units in the first half of 2025 [3][4] - Lynk & Co achieved a three-year resale rate of 54.58% and has nine models in the top ten of their respective segments [3] International Expansion - Geely's global influence is growing, with over 180,000 units exported and a sales network covering 85 countries and regions [3] - The company has launched ten high-value models in key markets, with the Galaxy E5 international version becoming a global star product [3] Future Outlook - Geely plans to launch five new energy products in the second half of 2025, aiming to enhance its global competitiveness in the smart new energy sector [4]
吉利汽车上半年营收首次突破1500亿,但净利润同比下降14%
Xin Lang Cai Jing· 2025-08-14 06:45
Core Viewpoint - Geely Automobile reported a record high revenue of 150.28 billion RMB for the first half of 2025, marking a 27% year-on-year increase, despite a 14% decline in net profit to 9.29 billion RMB [1][3]. Financial Performance - Revenue for the first half of 2025 reached 150.28 billion RMB, up from 118.79 billion RMB in the same period of 2024, reflecting a 27% growth [3]. - Net profit decreased by 14% to 9.29 billion RMB compared to 10.79 billion RMB in the previous year [3]. - Core net profit, excluding foreign exchange and other non-core losses, increased by 102% to 6.66 billion RMB [1]. - Gross profit rose to 24.7 billion RMB, with a gross margin of 16.4% [1]. - Total cash level increased to 58.8 billion RMB [1]. Sales and Market Performance - Total sales for the first half of 2025 reached 1.409 million units, a 47% increase year-on-year [5]. - Sales of new energy vehicles reached 725,151 units, representing a 126% increase, with a penetration rate of 51.5% [5]. - Based on the strong sales performance, Geely raised its annual sales target from 2.71 million to 3 million units, achieving 47% of the new target by mid-year [5]. Product Development and Future Outlook - Geely plans to launch five new hybrid models in the second half of 2025, including the Galaxy A7 and others [5]. - Deutsche Bank has raised its profit forecasts for Geely, projecting a 6.7% increase in net profit for 2025 and a 1% increase for 2026, with a target price adjustment from 23 HKD to 25 HKD [4].
吉利汽车今年上半年营收首破 1500 亿元,同比增长 27%
Sou Hu Cai Jing· 2025-08-14 06:03
DoNews8月14日消息,吉利汽车今天午间公告,上半年营收 1502.8 亿元人民币,同比增长 27%,首次突破 1500 亿元;上半年净利润 92.9 亿 元,同比下降 14%;毛利 247.2 亿元人民币,预估 236.3 亿元,每股收益 0.9031 元。 从数据中获悉,吉利汽车同期总销量达 140.9 万辆,同比增长 47%,增速远超市场平均水平,市占率首次突破 10%。其中新能源表现尤为亮 眼,三大品牌同期累计销量 725151 辆,同比增长 126%,新能源渗透率达 51.5%。基于超预期表现,吉利将全年销量目标上调约 11%,由 271 万辆增至 300 万辆。 | | 截至六月三十日止六個月 | | 變動 | | --- | --- | --- | --- | | | 二零二五年 | 一零二几年 | | | | | (未經審核 | | | | (未經審核) | 及經車列) | 9/0 | | 收益(人民幣千元) | 150.284.734 | 118,792,689 | 27 | | 視為出售附屬公司之收益及分類為持作出售 | | | | | 的資產之減值虧損(人民幣千元) | - | 7. ...
吉利汽车上半年营收1502.8亿元同比增长27%,净利92.9亿元下降14%
Sou Hu Cai Jing· 2025-08-14 05:57
IT之家 8 月 14 日消息,吉利汽车今天午间公告,上半年营收 1502.8 亿元人民币,同比增长 27%,首次突破 1500 亿元;上半年净利润 92.9 亿元,同比下降 14%;毛利 247.2 亿元人民币,预估 236.3 亿元,每股收益 0.9031 元。 | | 截至六月三十日止六個月 | | | --- | --- | --- | | | 二零二五年 | 二零二四年 | | | | (未經審核 | | | (未經審核) | 及經車列) | | 收益(人民幣千元) | 150,284,734 | 118,792,689 | | 視為出售附屬公司之收益及分類為持作出售 | | | | 的資產之減值虧損(人民幣千元) | | 7.726.187 | | 歸屬本公司股權持有人溢利 | | | | (人民幣千元) | 9,289,807 | 10.789.540 | | 每股盈利 | | | | 基本(人民幣分) | 92.18 | 106.50 | | 攤薄(人民幣分) | 90.31 | 105.77 | | 總銷量(部) | 1,409,180 | 955.730 | | | 於二零二五年 | 於二 ...
吉利汽车2025年上半年营收首破1500亿 核心归母净利润劲增102%
Jin Rong Jie· 2025-08-14 05:55
8月14日,吉利汽车控股有限公司(0175.HK,以下简称"吉利汽车")公布2025年中期业绩报告。上半 年公司实现营业收入1,503亿元,同比增长27%,创历史新高;实现归母净利润92.9亿元,扣除外汇汇兑 税后归母净收益等非核心损益后,实现核心归母利润66.6亿元,同比增长102%;毛利总额提升至247亿 元,毛利率达16.4%;总现金水平稳步上升至588亿元。 上半年,公司累计销量达140.9万辆,同比增长47%,增速远超市场平均水平,市占率首次突破10%。其 中新能源销量72.5万辆,同比增长126%;出口销量超18万辆表现稳定。基于超预期的市场表现,吉利 汽车将全年销量目标从271万辆上调至300万辆,彰显稳健发展底气。 筑牢高质量发展根基 "一个吉利"战略释放协同效能 吉利坚持反对"内卷式"恶性竞争,坚守开放式良性竞争,不打价格战,坚持打价值战、技术战、品质 战、服务战、品牌战、企业道德战,深入推进《台州宣言》,将"一个吉利"战略落到实处,推动内部资 源深度整合和高效协同。 极氪与领克合并半年来,协同效应持续释放,高端市场销量稳居前列,研发、制造及管理成本显著优 化。吉利汽车与极氪科技签署合并协议 ...
吉利汽车今年上半年营收同比增长27%、净利同比下降14%
Bei Jing Shang Bao· 2025-08-14 05:37
北京商报讯(记者 刘晓梦)8月14日,吉利汽车发布财报显示,今年上半年营收1502.8亿元,同比增长 27%;净利润92.9亿元,同比下降14%;销量达140.9万辆,同比增长47%。 ...
吉利汽车营收、核心利润双增长,营收首破1500亿元
Mei Ri Jing Ji Xin Wen· 2025-08-14 05:35
同期,极氪科技发布2025年二季度美股财报,整车毛利率17.3%创历史新高;研发费用率、销管费用率 实现同比双降。 2025年上半年,吉利汽车总销量达140.9万辆,同比增长47%,增速远超市场平均水平,市占率首次突 破10%。其中新能源表现尤为亮眼,三大品牌累计销量725151辆,同比增长126%,新能源渗透率达 51.5%。基于超预期表现,吉利将全年销量目标上调约11%,由271万辆增至300万辆。 8月14日,吉利汽车(0175.HK)发布2025年中期业绩报。公司上半年总收入达1503亿元,创历史新 高,同比增长27%;归母利润92.9亿元,扣除外汇汇兑税后归母净收益等非核心损益后,实现核心归母 利润66.6亿元,同比增长102%。公司毛利总额提升至247亿元,毛利率达 16.4%。 ...
吉利汽车(00175.HK)中期归属股权持有人溢利同比减少13.9% 不派息
Jin Rong Jie· 2025-08-14 05:03
中国市场销量达1,225,066辆,同比增长62%,中国市场占有率达11.2%,位列自主品牌销量第二名;其 中,中国市场新能源汽车销量为684,693辆,占中国市场销量的55.9%,高于中国新能源乘用车市场渗透 率50.4%;出口销量184,114辆,同比减少8%;其中新能源汽车出口销量达40,458辆,同比增长146%, 占出口销量的22%。 基于上半年卓越表现,集团于2025年7月1日将全年销量目标由271万辆上调至300万辆。 本文源自:财华网 【财华社讯】吉利汽车(00175.HK)公布,截至2025年6月30日止六个月,集团实现收益约1502.85亿元(人 民币,下同),同比增加26.5%;毛利约247.19亿元,同比增加24.4%;归属公司股权持有人溢利约92.9亿 元,同比减少13.9%;每股基本盈利92.18分。不派中期股息。 上半年销售表现超出管理层预期,创下历史新高。总销量达1,409,180辆,同比增长47%;新能源汽车销 量达725,151辆,同比增长126%,占总销量的51.5%。燃油汽车、插电混动汽车及纯电动汽车销量分別 同比增长8%、61%及173%。 ...
上半年销量140.9万辆,吉利汽车上调全年目标至300万辆
同期,极氪科技发布2025年二季度美股财报,整车毛利率17.3%创历史新高;研发费用率、销管费用率 实现同比双降。 2025 年上半年,吉利汽车总销量达140.9万辆,同比增长47%,增速远超市场平均水平,市占率首次突 破10%。其中新能源表现尤为亮眼,三大品牌累计销量725151辆,同比增长126%,新能源渗透率达 51.5%。基于超预期表现,吉利将全年销量目标上调约11%,由271万辆增至300万辆。 8月14日,吉利汽车(0175.HK)发布2025年中期业绩报。吉利汽车上半年总收入达1503亿,创历史新 高,同比增长27%;归母利润92.9亿元,扣除外汇汇兑税后归母净收益等非核心损益后,实现核心归母 利润66.6亿元,同比增长102%。公司毛利总额提升至247亿元,毛利率达 16.4%。 ...