3 6 Ke·2025-05-20 11:12Core Viewpoint - Geely Auto is highlighted as a successful case of transformation among traditional car manufacturers during the current automotive industry shift, achieving significant sales growth and profitability [1][2]. Sales Performance - In April, Geely Auto achieved a 53% year-on-year sales growth, selling 230,000 vehicles, and a 0.8% increase from the previous month, ranking second among traditional car manufacturers [1]. - In Q1 2025, Geely's total sales reached a record high of 704,000 units, with a 48% year-on-year increase, and 48% of these were new energy vehicles [3][4]. Financial Performance - Geely's revenue for Q1 2025 grew by 24.5% to 72.495 billion yuan, while net profit attributable to shareholders surged by 263.6% to 5.672 billion yuan [4][5]. - The gross profit margin improved by 0.2 percentage points to 15.8%, indicating effective cost management despite rising sales [8]. Brand Strategy - The launch of the "Geely Galaxy" brand has significantly contributed to sales, with nearly 260,000 units sold in the quarter, marking a 214% increase [5][6]. - The integration of the Lynk & Co brand into Zeekr has enhanced brand premium capabilities, with Zeekr's total sales increasing by 21.1% to 114,000 units in Q1 [6][9]. Market Position - Geely is positioned as a leading player in the new energy vehicle market, with a domestic penetration rate exceeding 50% [3][12]. - The company is focusing on a unified brand strategy to enhance competitiveness and operational efficiency in a challenging market environment [9][19]. Future Outlook - Geely plans to continue investing in smart driving technologies and aims to expand its global presence, although its export growth has been slower than expected [15][16][17]. - The company is expected to maintain its profitability and growth trajectory by leveraging its multi-brand strategy and enhancing operational synergies [11][18].