每经AI快讯，7月31日，香港交易所信息显示，贝莱德（BlackRock）在吉利汽车的持股比例于07月25日 从4.55%升至5.08%。 ...

Group 1 - Geely Automobile's stock price decreased by 2.18% to HKD 17.94 per share, with a trading volume of HKD 308 million as of July 31 [1] - Geely Automobile Holdings Limited focuses on the research, manufacturing, and sales of passenger vehicles, operating 10 production bases and employing over 60,000 staff [1] - The company serves its brands including Geely, Zeekr, and the joint venture brand Lynk & Co, with a sales network covering China and 70 overseas countries [1] Group 2 - As of the first quarter of 2025, Geely Automobile reported total revenue of RMB 72.495 billion and a net profit of RMB 5.672 billion [2] - The company plans to increase its annual sales target to 3.65 million vehicles by 2025 [1] - Geely Automobile is set to disclose its mid-year report for the fiscal year 2025 on August 14 [3]

Core Insights - Geely Auto Group aims to achieve an annual target of 3 million vehicles by launching five new intelligent electric hybrid products in the second half of the year [1] - The company emphasizes collaboration among its four brands: Zeekr, Lynk & Co, Geely Galaxy, and China Star, to enhance product differentiation and technological synergy [1] Product Launches - The new products include Zeekr 9X, Lynk & Co 10EM-P, Geely Galaxy A7, and Geely Galaxy M9, along with the introduction of advanced technologies such as the Qianli Haohan intelligent safety assistance driving H9 solution and the Raytheon hydrogen EF technology [1] Strategic Focus - Geely Auto Group is focusing on a unified approach termed "One Geely," which aims to deepen the "seven verticals" technology collaboration to create a differentiated product matrix [1] - The company is committed to innovation and resilience in its operations to meet its ambitious production goals [1]

Core Viewpoint - Geely Auto Group's CEO announced the launch of five new intelligent electric hybrid products in the second half of the year, aiming to achieve an annual target of 3 million vehicles [1] Group 1: New Product Launches - The company will introduce the Zeekr 9X, Lynk & Co 10 EM-P, Geely Galaxy A7, and Geely Galaxy M9 among other products [1] - Additional technological applications include the Qianli Haohan intelligent safety assistance driving H9 solution, the Thor hydrogen technology, and the next-generation Flyme Auto intelligent cockpit system [1] Group 2: Strategic Focus - The CEO emphasized a focus on "One Geely," aiming for full collaboration among the four brands: Zeekr, Lynk & Co, Geely Galaxy, and China Star [1] - The strategy involves creating a differentiated product matrix to enhance market competitiveness [1]

Core Viewpoint - Geely Auto Group aims to achieve an annual sales target of 3 million vehicles by launching five hybrid models in the second half of the year [1] Group 1 - Geely Auto Group held its 2025 mid-term operational work conference on July 30 [1] - CEO Gan Jiayue announced the upcoming launch of five hybrid products: Zeekr 9X, Lynk & Co 10 EM-P, Geely Galaxy A7, and Geely Galaxy M9 [1] - The company is focused on accelerating its sales growth to meet the ambitious target of 3 million vehicles for the year [1]

Core Insights - Geely Auto Group's CEO announced the launch of five new intelligent electric hybrid products in the second half of the year [1] - The new products include the Zeekr 9X, Lynk & Co 10 EM-P, Geely Galaxy A7, and Geely Galaxy M9 [1] - The company will also introduce several innovative technologies, including the Qianli Haohan intelligent safety assistance driving solution, the Thor hydrogen technology, and the next-generation Flyme Auto intelligent cockpit system [1]

7月30日，吉利汽车(00175)盘中下跌2.09%，截至10:09，报18.74元/股，成交3.52亿元。 吉利汽车控股有限公司专注于研发、制造以及销售乘用车，具有10个生产基地和超过60,000员工，服务 旗下吉利、极氪及合资品牌领克，销售网络覆盖中国及70个海外国家。2023年双班总年产能达到 2,000,000辆车，拥有在中国大陆1911家汽车经销商和2家欧洲极氪中心，公司计划在2025年将年销量目 标提高至365万辆。 截至2025年一季报，吉利汽车营业总收入724.95亿元、净利润56.72亿元。 作者：行情君 8月14日，吉利汽车将披露2025财年中报。 本文源自：金融界 ...

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) opened in Shanghai, with Geely Auto Group showcasing several intelligent new models and technological achievements in collaboration with its strategic partner, Jiyue Xingchen [1][3] - Featured models included Zeekr 9X, Lynk & Co 10EM-P, Geely Galaxy A7, and Geely Galaxy M9, highlighting the Qianli Haohan intelligent driving assistance system and AI wearable devices as part of a comprehensive AI technology system [3][5] - The Geely Galaxy M9 debuted its hyper-personalized in-car AI system, which utilizes an end-to-end AI voice model developed by Jiyue Xingchen to enhance human-machine interaction [3][5] Group 2 - Jiyue Xingchen launched its next-generation foundational model, Step 3, during the event, and in collaboration with Qianli Technology and Geely, previewed the next-generation intelligent cockpit operating system, Agent OS [5][6] - The partnership between Jiyue Xingchen and Geely focuses on multi-modal models, intelligent driving, and smart cockpit development, with plans to deepen collaboration based on the newly released Step 3 model [6][8] - Geely's "Smart Geely 2025" strategy, introduced in 2021, aims to create a comprehensive AI technology system covering architecture, power, chassis, and cockpit, emphasizing collaboration with partners for model optimization and software-hardware integration [8][10] Group 3 - Geely's Qianli Haohan intelligent driving assistance system, along with other AI technologies, has achieved mass production, with the company aiming to advance automotive intelligence and explore AI as a user service tool [10] - Future plans include building a "fast interaction + deep thinking" technology architecture to enable in-car AI to handle complex tasks [10]

Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud and unlawful business practices involving Geely Automobile Holdings Limited and its officers or directors [1][3]. Group 1: Investigation Details - The investigation is prompted by allegations that Geely's premium electric vehicle brand, Zeekr, inflated sales figures to meet aggressive targets [3]. - Reports indicate that Zeekr engaged in practices such as arranging for cars to be insured before sale, allowing them to book sales early under Chinese registration practices [3]. Group 2: Impact on Investors - Following the news of the investigation and allegations, the value of Geely securities experienced a significant decline, adversely affecting investors [3].

Investment Rating - The report maintains an "Outperform" rating for Geely Automobile Holdings with a target price of HK$28.85 [2][4][15]. Core Insights - Geely's vehicle sales reached 1.409 million units in the first half of 2025, with expectations for significant growth in the second half due to a faster rollout of new models, likely exceeding the revised target of 3 million units for the year [4][15]. - The merger with Zeekr is expected to enhance Geely's core EV assets and strengthen its group platform strategy, aligning with the "One Geely" vision [5][16][17]. - The report forecasts vehicle deliveries of 3.11 million, 3.56 million, and 4.00 million units for 2025, 2026, and 2027, respectively, with NEV penetration rates of 56%, 57%, and 65% [4][15]. Financial Projections - Revenue is projected to grow from RMB 240.19 billion in 2024 to RMB 322.07 billion in 2025, with a year-on-year growth rate of 34% [9][10]. - Net profit is expected to remain stable at RMB 16.61 billion in 2025, with projected EPS of RMB 1.65, RMB 1.91, and RMB 2.07 for 2025, 2026, and 2027, respectively [9][10][13]. - The gross profit margin is anticipated to improve gradually, reaching 16.5% in 2025 and 16.8% by 2027 [9][10]. Strategic Merger Details - The merger with Zeekr, finalized on July 15, 2025, involved Geely acquiring all outstanding shares of Zeekr for approximately US$2.4 billion, with shareholders given the option of cash or stock [5][16]. - This merger is seen as a strategic move to consolidate resources, enhance operational efficiency, and secure core assets under Geely's control [6][19]. Product Launch Pipeline - Geely plans a robust product launch schedule in the second half of 2025, including several new models across its brands, which is expected to support the sales target of 3 million units [7][17].