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8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 。 | 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 | | | | | | | | | | | 事件 ...

Core Insights - Geely Auto reported a record revenue of over 150 billion yuan in the first half of 2025, achieving a core net profit of over 6.6 billion yuan, with a year-on-year growth rate of 102% [1][2] - The company sold 1.409 million vehicles in the same period, marking a 47% increase year-on-year and surpassing a 10% market share for the first time [1][2] - Geely Auto's strong performance amidst a competitive market reflects its operational resilience and effective implementation of the "Taizhou Declaration" [1][2] Financial Performance - Total revenue for the first half of 2025 reached 150.3 billion yuan, a 27% increase year-on-year, with a gross profit of 24.7 billion yuan and a gross margin of 16.4% [4] - The company reported a significant cash reserve of 58.8 billion yuan, with a net cash inflow from operating activities of 15 billion yuan [4] Sales and Market Position - Geely's fuel vehicles sold 684,000 units, achieving an 8% increase despite a 3.9% decline in the overall fuel vehicle market [3] - The company's new energy vehicles (NEVs) saw total sales exceeding 725,000 units, a 126% increase year-on-year, with a penetration rate of 51.5% [3] - Geely's NEV market share has increased to 11.1%, narrowing the gap with the market leader [7] Strategic Goals - Geely has raised its annual sales target from 2.71 million to 3 million vehicles, reflecting confidence in continued strong sales performance [6] - The company is expanding its NEV offerings and plans to enhance its international presence, targeting positive growth in export sales [9] Technological Advancements - Geely is actively pursuing an intelligent transformation strategy, having launched the "Smart Geely 2025" initiative and developed a comprehensive AI technology framework [11][12] - The company plans to upgrade its "Flyme Auto" smart cockpit system and implement new L3 autonomous driving technologies in the near future [12][13] Market Outlook - Analysts have raised their revenue and profit forecasts for Geely, reflecting strong sales predictions and improved brand integration [5] - The company is positioned to leverage its technological advancements and market strategies to enhance its competitive edge in the automotive industry [13]

Core Insights - Geely Automobile reported a record revenue of 150.285 billion yuan for the first half of 2025, marking a 27% year-on-year increase [1][5] - The company sold 1.4092 million vehicles in the first half of 2025, a significant 47% increase compared to the previous year, with new energy vehicle sales reaching 725,200 units, up 126% [1][4] - Geely has raised its annual sales target from 2.71 million to 3 million vehicles, reflecting confidence in future performance [1][6] Financial Performance - The net profit attributable to shareholders for the first half of 2025 was 9.29 billion yuan, a 14% decline year-on-year; however, the core net profit, excluding foreign exchange losses, was approximately 6.66 billion yuan, representing a 102% increase [1][5] - The company had cash reserves of approximately 58.8 billion yuan as of June 30, 2025, a notable increase from 46.6 billion yuan at the end of 2024 [1][8] Sales and Market Position - In the Chinese market, Geely's vehicle sales reached 1.2251 million units, a 62% increase year-on-year, capturing an 11.2% market share, making it the second-largest domestic brand [4][5] - The company's new energy vehicle sales in China accounted for 684,700 units, representing 55.9% of its total sales in the region, surpassing the national penetration rate of 50.4% for new energy vehicles [4][5] Research and Development - Geely's R&D expenditure for the first half of 2025 was 7.328 billion yuan, a 21% increase compared to the previous year [1][8] - The company has been rapidly increasing its R&D investments over the past few years, with expenditures rising from 5.518 billion yuan in 2021 to 10.419 billion yuan in 2024 [8] Strategic Initiatives - Geely plans to launch four new models in the second half of 2025 and is expanding into ten new overseas markets, including Brazil and the UK [6][7] - The company aims to enhance its global strategy through the establishment of five regional centers and is focused on technological innovation and product upgrades, avoiding price wars [7]

Group 1 - Li Auto's first pure electric six-seat SUV, the Li i8, has begun nationwide delivery in 44 cities, with a target of delivering over 8,000 units by the end of September and challenging to reach 10,000 units [1] - The delivery of the Li i8 marks a significant step towards diversification and scaling in the electric vehicle sector, showcasing strong production capacity and market confidence [1] - This initiative is expected to stimulate consumer demand for pure electric SUVs and activate the entire electric vehicle sector, solidifying Li Auto's market positioning [1] Group 2 - Geely Auto responded to complaints from some car owners regarding the unilateral change of "lifetime free basic data" rights, emphasizing that user rights promised at the time of sale will remain unchanged [2] - The company clarified the specifics of "basic data" rights, which typically include remote vehicle control, online navigation, voice assistant, weather queries, and OTA upgrades, depending on the actual configuration of the purchased model [2] - Geely's response reflects its sensitivity to user concerns and may prompt a reevaluation of user rights algorithms and information transparency within the smart connected vehicle industry [2] Group 3 - BYD has entered a strategic partnership with Finnish automotive dealer Veho Group to upgrade its sales and service network in Finland [3] - The collaboration aims to establish new retail outlets in Helsinki, Espoo, Tampere, and Turku, enhancing BYD's competitive advantage in Finland and laying the groundwork for future penetration into the Nordic market [3] Group 4 - Deep Blue Automotive and Star Semiconductor have established a joint venture, Chongqing Anda Semiconductor, which has recently commenced production [4] - This joint venture focuses on the development of industry-leading automotive-grade power semiconductors, setting a new benchmark in the industry [4] - The production launch enhances Deep Blue's capabilities in critical components and may drive innovation in semiconductor technology applications within the automotive industry, improving the performance and safety of future smart electric vehicles [4]

Core Viewpoint - Geely Automobile has responded to concerns regarding changes to the "basic data flow" rights associated with some of its models, emphasizing that user rights promised at the time of sale will remain unchanged and will not be reduced [1][2]. Group 1: User Rights - Geely clarifies that the user rights associated with its smart connected vehicles vary based on market positioning, pricing, and configuration, but the rights promised at the time of sale, including E-CALL, will remain consistent [1]. - The company acknowledges previous inconsistencies in communicating the specifics of "basic data flow" rights and aims to eliminate user misunderstandings by providing a unified explanation of the included features [2][5]. Group 2: Basic Data Flow Details - The "basic data flow" rights typically include remote vehicle control, online navigation, voice assistant, weather inquiries, and OTA upgrades, with the actual features depending on the specific model purchased [2][5]. - There have been complaints from users regarding the perceived reduction of "basic data flow" rights, with some asserting that the original promises of lifetime free basic data flow have not been honored [2].

Core Viewpoint - Geely Automobile has addressed user concerns regarding the "basic data" rights associated with its vehicles, assuring that user rights will remain unchanged despite variations in rights across different models and configurations [2][3]. Group 1: User Rights Continuity - Geely emphasizes that the rights promised to users at the time of sale, including E-CALL, will remain consistent and will not be altered or reduced [2]. - The company acknowledges that different smart connected models may have varying user rights due to differences in market positioning, pricing, and configurations [2]. Group 2: Specifics of "Basic Data" Rights - The "basic data" rights typically include features such as remote vehicle control, online navigation, voice assistant, weather inquiries, and OTA upgrades, with specific functionalities depending on the purchased model [3][6]. - These rights apply to all models under the Geely China Star and Geely Galaxy brands, and the company expresses gratitude to its global user base of over 18 million for their trust and support [3][6].

Group 1 - The core viewpoint of the statement is to clarify user rights regarding the "basic data" services associated with Geely's smart connected vehicles, emphasizing that promised rights will remain unchanged despite differences in models and configurations [1][5][6] - Geely acknowledges previous inconsistencies in communicating the specifics of "basic data" rights and aims to standardize the information, which typically includes remote vehicle control, online navigation, voice assistant, weather queries, and OTA upgrades [2][6][7] - The company expresses gratitude to over 18 million global users for their trust and support, reiterating its commitment to a user-first philosophy and enhancing the travel experience [6][7] Group 2 - There are concerns from users regarding changes to the "basic data" services, with some reporting that features like voice control and navigation have been reclassified as entertainment data, which has led to dissatisfaction among older model owners [6][7] - Users have highlighted that when purchasing vehicles, they were promised lifetime free access to "basic data" services, and they are urging Geely to honor these commitments rather than standardizing rights for new models at the expense of existing customers [7]

Core Viewpoint - Geely Auto has clarified that the "basic data" rights for certain models will remain unchanged, addressing user concerns about potential reductions in features [1] Group 1: Company Statement - Geely Auto officially stated that rights including E-CALL will not undergo any changes or reductions [1] - The "basic data" rights typically include features such as remote vehicle control, online navigation, voice assistant, weather queries, and OTA upgrades [1] - The specific features included in the "basic data" rights depend on the actual configuration of the purchased model [1] Group 2: Coverage - The rights mentioned cover all models under the Geely China Star and Geely Galaxy brands [1]

Group 1 - Geely Automobile announced the issuance of 399,000 ordinary shares on August 20, 2025, due to employees exercising stock options under the stock option plan adopted on April 28, 2023 [1] - An additional 12,000 ordinary shares will be issued on the same date due to related entity participants exercising stock options under the same plan [1]

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8月20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 | | | | | | | | | | | 事件 ...