Core Viewpoint - Geely Automobile reported strong sales and revenue growth in August 2025, indicating a positive trend in the company's performance and market position [1] Sales Performance - In August 2025, Geely's wholesale sales reached 250,000 units, a year-on-year increase of 38% and a month-on-month increase of 5.2% [1] - Domestic sales accounted for 214,000 units, up 58% year-on-year, while exports were 36,000 units, down 22% year-on-year [1] - The Galaxy brand showed significant growth, with sales of 111,000 units in August, a year-on-year increase of 320% [1] Financial Performance - For the first half of 2025, Geely achieved revenue of 150.3 billion yuan, a year-on-year increase of 27%, and a core net profit of 6.7 billion yuan, up 100% year-on-year [1] - In Q2 2025, the company reported revenue of 77.8 billion yuan, a year-on-year increase of 28%, and a net profit of 3.6 billion yuan, up 19 billion yuan year-on-year [1] Strategic Developments - Geely is advancing its electric and intelligent transformation, with new models set to launch, including the Galaxy M9 and Lynk & Co 10 EM-P [1] - The company has raised its 2025 sales target from 2.71 million to 3 million units, reflecting confidence in its growth trajectory [1] - The integration of Geely, Galaxy, Lynk & Co, and Zeekr brands is expected to enhance cost efficiency and drive profitability [1] Future Outlook - The company forecasts total sales of 3.02 million, 3.4 million, and 3.96 million units for 2025-2027, representing year-on-year growth of 53%, 13%, and 16% respectively [1] - Geely's long-term strategy includes building an AI ecosystem through industry chain integration, which is anticipated to enhance competitiveness and business model [1] Investment Recommendations - Revenue forecasts for 2025-2027 have been adjusted upwards to 353.5 billion, 449.7 billion, and 530.1 billion yuan, reflecting year-on-year growth of 47%, 27%, and 18% [2] - The net profit estimates have also been revised to 16 billion, 21.8 billion, and 26.6 billion yuan, corresponding to a PE ratio of 10.8, 7.9, and 6.5 [2] - The target price is set at 26.04 HKD, indicating a potential upside of 39%, maintaining a "strong buy" rating [2]

Core Viewpoint - Geely Automobile Holdings Limited has successfully passed the privatization proposal for Zeekr Intelligent Technology Co., Ltd. with a high approval rate of 95.14% at a special shareholder meeting, marking a significant step in the implementation of the "One Geely" strategy [1] Group 1 - The approval of the privatization proposal follows the formal merger agreement signed on July 15, indicating a commitment to internal resource integration and efficiency [1] - The high support from minority shareholders reflects confidence in the "One Geely" strategy and the potential for long-term shareholder value creation post-merger [1] - The merger will enable Geely to leverage Zeekr's leading position in the global luxury electric vehicle market, enhancing its technological, product, supply chain, manufacturing, marketing, and international resources [1] Group 2 - Post-merger, Geely will achieve comprehensive coverage of mainstream, mid-to-high-end, and luxury segments, establishing a diverse power system that includes fuel, pure electric, plug-in hybrid, and hydrogen fuel cell vehicles [1] - The successful privatization of Zeekr marks the final phase of the "One Geely" initiative, laying a solid foundation for building cost advantages, enhancing brand competitiveness, and increasing global market influence [1]

【#吉利汽车私有化极氪获股东通过#】9月5日，吉利汽车控股有限公司召开股东特别大会，独立股东以 95.14%高票率通过极氪智能科技有限公司私有化议案。此前，吉利汽车高管称，吉利和极氪的"大合 并"交割工作有望在2025年底前完成。（第一财经） ...

Core Insights - Geely Automobile held a special shareholders' meeting on September 5, where independent shareholders approved the Zeekr privatization proposal with a high voting rate of 95.14% [2] - The approval of this proposal marks a significant step in Geely's implementation of its "One Geely" strategy, following the formal merger agreement signed with Zeekr on July 15 [2]

Core Viewpoint - Geely Automobile Holdings Limited has successfully passed the privatization proposal for Zeekr Intelligent Technology Co., Ltd. with a high approval rate of 95.14% from independent shareholders, marking a significant step in the implementation of its "One Geely" strategy following the formal merger agreement signed on July 15 [1] Group 1 - The special shareholder meeting was held on September 5 [1] - The privatization proposal for Zeekr was approved by independent shareholders [1] - The approval rate for the proposal was 95.14% [1] Group 2 - The merger agreement between Geely and Zeekr was signed on July 15 [1] - The approval of the privatization proposal signifies progress in Geely's strategic initiatives [1]

Group 1 - Geely Automobile Holdings Limited held a special shareholder meeting on September 5, where independent shareholders approved the privatization proposal of Zeekr Intelligent Technology Co., Ltd. with a high voting rate of 95.14% [1] - The approval of the proposal marks a significant step in Geely Automobile's implementation of the "One Geely" strategy, following the formal merger agreement signed with Zeekr on July 15 [1]

Group 1 - Geely Automobile Holdings Limited held a special shareholder meeting on September 5, where independent shareholders approved the privatization proposal of Zeekr Intelligent Technology Co., Ltd. with a high voting rate of 95.14% [2] - Geely's executives indicated that the "major merger" between Geely and Zeekr is expected to be completed by the end of 2025 [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並表明不會就因本公佈全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED 175 80175 於二零二五年九月五日下午四時正舉行之股東特別大會之投票表決結果 董事會欣然宣佈於二零二五年九月五日下午四時正舉行之股東特別大會上提呈之決議 案已獲獨立股東以投票表決方式正式通過為一項普通決議案。 茲提述吉利汽車控股有限公司（「本公司」）日期均為二零二五年八月十八日之有關本集團 對極氪私有化之通函（「通函」）及股東特別大會通告（「通告」）。除文義另有所指外，本公 佈所用詞彙與通函所界定者具有相同涵義。 於二零二五年九月五日下午四時正舉行之股東特別大會之投票表決結果 18,707,000股股份（佔本公司已發行股本總額約0.19%，控制與股份有關的投票權或有權對 該等投票權行使控制權）；(iv)淦先生及其聯繫人合共持有3,022,200股股份（佔本公司已發 行股本總額約0.03%，控制與股份有關的投票權或有權對該等投票權行使控制 ...

智通财经APP讯，吉利汽车(00175)公布，于2025年9月5日因集团僱员根据认股权计划行使认股权而发行 2.3万股股份，每股发行价9.56港元。 ...

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 FF305 B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) 第 2 頁 共 6 頁 v 1.3.0 FF305 公司名稱： 吉利汽車控股有限公司 呈交日期： 2025年9月5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 | | ...