Ge Long Hui·2025-08-08 11:46Core Viewpoint - Geely Automobile reported strong sales growth in July 2025, with a total of 238,000 vehicles sold, representing a year-on-year increase of 57.7% and a month-on-month increase of 0.7% [1] Sales Performance - July sales reached 238,000 units, with a cumulative total of 1.647 million units sold from January to July 2025, marking a year-on-year increase of 48.8% [1] - New energy vehicle sales in July exceeded 130,000 units, showing a year-on-year growth of 120.4% and accounting for 54.7% of total sales, an increase of 15.6 percentage points year-on-year [1] Model Breakdown - Sales by brand in July included 194,000 units for Geely, 27,000 units for Lynk & Co, and 17,000 units for Zeekr, with year-on-year increases of 70.0%, 27.9%, and 8.4% respectively [1] - The Galaxy model sold 95,000 units in July, reflecting a significant year-on-year increase of 237.2% [1] Export Performance - In July, Geely exported 35,000 vehicles, which is a year-on-year increase of 6.0% but a month-on-month decrease of 11.8% [1] Product Strategy - Geely plans to launch 10 new energy models in 2025, including 5 new models and several updated versions under the Geely brand [2] - The company is focusing on smart technology integration, with new models expected to feature advanced driving assistance systems [2] Platform and Profitability - The GEA architecture is expected to support a new product cycle, enhancing the transition to new energy vehicles and improving profitability [3] - The company anticipates a net profit of 16.1 billion yuan for 2025, with a price-to-earnings ratio of 10X [3]