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： 2025年9月18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 | | | | | | | | | | | | | 已發行股份（不包括庫存股份 ...

Core Viewpoint - Geely Automobile (00175) is expected to benefit from its internal combustion engine (ICE) and new energy vehicle (NEV) strategies, which may mitigate potential impacts from electric vehicle subsidy policies [1] Group 1: Market Positioning and Sales Forecast - The company maintains a target price of HKD 23 and a "high conviction outperform" rating [1] - Geely anticipates that its market share for new energy vehicles will exceed 29% this year, with export volume reaching 420,000 units [1] - The firm is entering new markets in Latin America and Europe while launching more NEV models overseas, which supports confidence in achieving its targets [1] Group 2: Sales Projections - Based on strong domestic and international prospects, Geely's Galaxy monthly sales are expected to exceed 150,000 units [1] - Overall sales for Geely this year are projected to surpass the target of 3 million units, with internal combustion engine sales expected to reach at least 1 million units [1]

Group 1 - Geely Automobile's stock rose nearly 4%, closing at HKD 19.77 with a trading volume of HKD 874 million [1] - The Ministry of Industry and Information Technology and other departments issued the "Automobile Industry Stabilization Growth Work Plan (2025-2026)", targeting annual automobile sales of approximately 32.3 million units by 2025, a year-on-year increase of about 3% [1] - The plan aims for new energy vehicle (NEV) sales to reach around 15.5 million units by 2025, representing a year-on-year growth of about 20% [1] Group 2 - The report from Citi indicates that Geely benefits from its internal combustion engine (ICE) and NEV layout, which may hedge against potential electric vehicle subsidy policies [1] - Geely expects its market share of new energy vehicles to exceed 29% this year, with an export volume of 420,000 units [1] - The firm is entering new markets in Latin America and Europe while launching more NEV models overseas, which boosts confidence in achieving its targets [1] Group 3 - Citi reaffirms that Geely Galaxy's monthly sales should exceed 150,000 units, with overall sales expected to surpass the target of 3 million units this year [1] - Internal combustion engine sales are projected to reach at least 1 million units [1]

Core Viewpoint - Geely Automobile's stock has risen nearly 4%, reflecting positive market sentiment following the release of the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology and other departments [1] Industry Summary - The "Work Plan" aims for annual automobile sales of approximately 32.3 million units by 2025, representing a year-on-year growth of about 3%, with new energy vehicle (NEV) sales targeted at around 15.5 million units, a year-on-year increase of about 20% [1] - The plan also emphasizes stable growth in automobile exports and a 6% year-on-year increase in the added value of the automobile manufacturing industry [1] - By 2026, the industry is expected to maintain a stable and positive development trend, with further improvements in scale and quality [1] Company Summary - Geely Automobile is expected to benefit from its internal combustion engine (ICE) and NEV strategies, which may help mitigate potential impacts from electric vehicle subsidy policies [1] - The company anticipates that its market share in the NEV segment will exceed 29% this year, with export volumes reaching 420,000 units [1] - Analysts express confidence in Geely's ability to achieve its targets, supported by its expansion into new markets in Latin America and Europe, along with the introduction of more NEV models overseas [1] - Geely Galaxy's monthly sales are projected to exceed 150,000 units, with overall sales expected to surpass the 3 million unit target for the year, and ICE sales anticipated to reach at least 1 million units [1]

智通财经APP讯，吉利汽车(00175)发布公告，于2025年9月17日因本集团雇员根据认股权计划(于2023年 4月28日获采纳)行使认股权而发行2.2万股普通股股份。 ...

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： 2025年9月17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 | | | | | | | | | | | | | 已發行股份（不包括庫存股份 ...

Core Viewpoint - The report from Citi maintains a target price of HKD 23 for Geely Automobile and rates it as "highly confident to outperform the market" due to its positioning in both internal combustion engine and new energy vehicle sectors [1] Group 1: Market Positioning - Geely's market positioning may benefit from new energy vehicle subsidy policies [1] - The company expects to exceed 29% market share in the new energy vehicle sector this year, driven by expansion into new markets in Latin America and Europe [1] Group 2: Sales Projections - Geely is confident in achieving a monthly sales target of over 150,000 units for the Galaxy model [1] - The overall sales target for Geely this year is over 3 million units, with internal combustion engine sales expected to reach at least 1 million units [1]

Core Viewpoint - Geely Automobile benefits from its internal combustion engine (ICE) and new energy vehicle (NEV) strategies, which may mitigate potential risks from electric vehicle subsidy policies [1] Group 1: Market Positioning - The company maintains a target price of HKD 23 and a "high conviction outperform" rating [1] - Geely is expected to achieve a market share of over 29% in the new energy vehicle segment this year, with export volumes reaching 420,000 units [1] Group 2: Growth Prospects - The company is entering new markets in Latin America and Europe while launching more new energy models overseas, which supports confidence in achieving its targets [1] - Monthly sales of the Geely Galaxy are projected to exceed 150,000 units, with overall sales expected to surpass the target of 3 million units for the year, and internal combustion engine sales anticipated to reach at least 1 million units [1]

Group 1 - The Hong Kong automotive stocks experienced a rally, with NIO leading the gains by over 8%, followed by Geely, GAC Group, and Li Auto with increases of over 2%, and BYD with a rise of 1.55% [1] - The Ministry of Industry and Information Technology and seven other departments jointly issued the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" on September 13, 2025, aiming to promote qualitative improvements and reasonable quantitative growth in the automotive industry [1] - The plan targets approximately 32.3 million vehicle sales in 2025, representing a year-on-year growth of about 3%, with a specific goal of 15.5 million new energy vehicle sales, reflecting a year-on-year increase of around 20% [1] Group 2 - NIO announced that the NIO Day 2025 will be held on September 20, where the new ES8 will officially launch, and nationwide deliveries have already commenced [1] - BYD recently announced the launch of the Tang DM-i smart driving version with a new 175KM variant, offering three configurations with official prices ranging from 179,800 to 199,800 yuan [1] - Geely has received formal approval from its shareholders to privatize Zeekr [1]

Group 1 - The Hong Kong automotive stocks experienced a rally, with NIO leading the gains by over 8%, followed by Geely, GAC Group, and Li Auto with increases of over 2%, and BYD up by 1.55% [1] - The Ministry of Industry and Information Technology and seven other departments jointly issued the "Automobile Industry Stabilization and Growth Work Plan (2025-2026)" on September 13, 2025, aiming for qualitative improvements and reasonable quantitative growth in the automotive industry [1] - The plan targets approximately 32.3 million vehicle sales in 2025, representing a year-on-year growth of about 3%, with a specific goal of 15.5 million new energy vehicle sales, reflecting a year-on-year increase of around 20% [1] Group 2 - NIO announced that the NIO Day 2025 will be held on September 20, where the new ES8 will officially launch, and nationwide deliveries have already commenced [1] - BYD recently introduced the Tang DM-i Intelligent Driving version with a new 175KM variant, offering three configurations with official prices ranging from 179,800 to 199,800 yuan [1] - Geely has received formal approval from Zeekr shareholders for the privatization of Zeekr [1]