Core Insights - Geely Automobile reported a revenue of 150.3 billion yuan for the first half of the year, a year-on-year increase of 27% [1] - The net profit attributable to shareholders reached 9.29 billion yuan, with a core net profit of 6.66 billion yuan, reflecting a significant growth of 102% [1] - Total sales volume reached 1.409 million units, a 47% increase year-on-year, with a market share surpassing 10% for the first time [1] - New energy vehicle sales amounted to 725,000 units, marking a 126% increase [1] Brand Development - The company emphasizes the importance of user experience and the psychological aspects of car ownership, acknowledging past shortcomings in brand communication [2] - Geely has started to improve its communication strategies, such as announcing product upgrades and limited-time benefits for existing models, which received positive feedback from users [2] Export Performance - Despite overall sales growth, export volume declined by 8% year-on-year, indicating a lag compared to domestic competitors [3] - The company has restructured its overseas operations and established a responsive system to enhance market research and product availability, anticipating significant export growth in the second half of the year [3] Average Selling Price - The average selling price per vehicle decreased by 14,000 yuan, contributing to a 0.3 percentage point decline in overall gross margin, despite a doubling of profits [3] - The decline in average selling price is attributed to increased sales of the more affordable Galaxy brand and a slowdown in the high-end luxury market [3] - The company expects improvements in average selling price and gross margin with the upcoming launches of higher-priced models [3]

新浪科技讯 8月14日晚间消息，在今日的吉利汽车2025年中期业绩发布会上，吉利汽车控股有限公司行 政总裁及执行董事桂生悦表示，8月初，极氪提前预告产品改款和升级计划，并公布了在售车型的限时 权益政策。据统计，这一公告得到了新老用户普遍好评，用户都是通情达理的，只要我们充分把知情权 与选择权交给用户，把用户的感受置于短期利益之上，才能令品牌深入人心，对品牌建设具有重要意 义。 责任编辑：何俊熹 ...

格隆汇8月14日｜吉利汽车(0175.HK)2025年中期业绩发布会8月14日在杭州召开。吉利汽车控股有限公 司行政总裁及执行董事桂生悦表示，为解决多品牌协同障碍、杜绝重复投资、优化资源配置，吉利管理 层于今年初果断决策，推动旗下两家上市公司(吉利汽车与极氪)合并为单一实体。目前整合稳步推进， 若极氪、吉利汽车股东大会顺利通过，交割工作有望于年底前落实。 桂生悦强调，此次战略合并对吉利汽车未来发展具有里程碑意义，在新能源汽车行业深度调整的背景 下，唯有通过彻底整合，才能最大化激发协同效应，推动"一个吉利"迈向全新发展阶段，只有大合并才 能让"一个吉利"走向新的辉煌。 ...

Core Insights - Geely Auto announced a strategic merger of its two listed entities, Geely Auto and Zeekr, to enhance resource allocation and eliminate redundant investments [1] - The merger is seen as a milestone for Geely's future development, especially in the context of significant adjustments in the electric vehicle industry [1] - The management aims to maximize synergies through this consolidation, positioning "One Geely" for a new phase of growth [1] Company Strategy - The decision to merge was made early this year to address collaboration barriers among multiple brands [1] - The integration process is progressing steadily, with expectations for completion by the end of the year, pending shareholder approval [1] Industry Context - The merger is positioned as a response to deep adjustments within the electric vehicle sector, indicating a strategic shift in the industry landscape [1] - The management emphasizes that only through a comprehensive merger can Geely achieve new heights and significant growth [1]

每经AI快讯，8月14日，香港交易所信息显示，贝莱德在吉利汽车的持股比例于08月08日从5.04%降至 4.90%。 ...

Core Viewpoint - Geely Automobile reported a total vehicle delivery of 130,866 units in the second quarter, reflecting a year-on-year increase of 9.3% and a quarter-on-quarter increase of 14.8% [1] Delivery Performance - The Zeekr brand delivered 49,337 vehicles [1] - The Lynk & Co brand delivered 81,529 vehicles, with 58.8% of deliveries coming from new energy vehicles [1]

Core Insights - Geely Automobile reported a strong sales growth in the first half of the year, with a significant increase in core net profit attributable to shareholders, which rose by 102% year-on-year to 6.66 billion yuan [1] - The company achieved a rapid increase in core net profit margin, driven by improved profitability per vehicle [1] - The launch of the Galaxy E5 in August 2024 has positively impacted the performance of the Galaxy brand, marking the beginning of a comprehensive profitability cycle for new energy vehicles [1] Financial Performance - Core net profit attributable to shareholders reached 6.66 billion yuan, reflecting a year-on-year growth of 102% [1] - The core net profit per vehicle increased by 37% year-on-year, while the core net profit margin saw a rise of 57% [1] - The company experienced a significant reduction in expense ratio, contributing to the overall improvement in profitability [1]

Core Insights - Geely Automobile (00175) reported unaudited financial performance for Zeekr Group in Q2 2025, showing a 2.2% year-on-year increase in automotive sales revenue to RMB 22.916 billion, and a 20.0% quarter-on-quarter increase [1] - Total revenue for Q2 2025 was RMB 27.431 billion, reflecting a 0.9% year-on-year decrease but a 24.6% quarter-on-quarter increase [1] - The net loss for Q2 2025 was RMB 0.287 billion, a significant reduction of 88.8% year-on-year and 62.4% quarter-on-quarter [1] - Adjusted net loss (non-GAAP) for Q2 2025, excluding share-based compensation expenses, was RMB 0.257 billion, down 84.2% year-on-year and 59.8% quarter-on-quarter [1] Automotive Sales Performance - Total vehicle deliveries in Q2 2025 reached 130,900 units, marking a 9.3% year-on-year increase and a 14.8% quarter-on-quarter increase [1] - Zeekr brand delivered 49,337 vehicles, while Lynk & Co brand delivered 81,500 vehicles, with 58.8% of Lynk & Co deliveries coming from new energy vehicles [1] - The increase in automotive sales revenue year-on-year was primarily driven by higher sales of the Lynk & Co brand, partially offset by a decline in Zeekr brand sales [1] - The quarter-on-quarter increase in automotive sales revenue was attributed to the launch of new models in Q2 2025 [1]

智通财经APP讯，吉利汽车(00175)发布极氪集团2025年第二季度未经审核财务业绩，2025年第二季度的 汽车销售收益为人民币229.16亿元(单位下同)，同比增加2.2%，环比增加20.0%。2025年第二季度的总 收益为274.31亿元，同比减少0.9%，环比增加24.6%。2025年第二季度的净亏损为2.87亿元，同比减少 88.8%，环比减少62.4%。撇除以股份为基础的薪酬开支后，2025年第二季度的经调整净亏损(非公认会 计准则)为2.57亿元，同比减少84.2%，环比减少59.8%。 2025年第二季度，汽车总交付量为13.09万辆，同比增长9.3%及环比增长14.8%。极氪品牌交付了49337 辆汽车。同时，领克品牌交付了8.15万辆汽车，其中58.8%的交付量来自新能源车型。 2025年第二季度的汽车销售收益同比增加乃主要由于领克品牌的销量增加，部分被极氪品牌的销量下降 所抵销。环比增加主要由于2025年第二季度发布新车型导致销售额增加。 ...

Core Viewpoint - Geely Automobile reported a total vehicle delivery of 130,866 units in the second quarter, reflecting a year-on-year increase of 9.3% and a quarter-on-quarter increase of 14.8% [1] Group 1: Delivery Performance - The Zeekr brand delivered 49,337 vehicles [1] - The Lynk & Co brand delivered 81,529 vehicles, with 58.8% of deliveries coming from new energy vehicles [1]