吉利半年报喜人，但热搜是高管为“背刺车主”道歉

Core Viewpoint - Geely is experiencing a reflective phase despite achieving record-breaking deliveries and revenue growth in the first half of the year, acknowledging internal challenges and apologizing to car owners for past grievances [1][2][30]. Financial Performance - Geely reported a record revenue of 150.3 billion yuan in H1, a 27% year-on-year increase, with Q2 revenue reaching 77.79 billion yuan, up 28.4% [3][5]. - The automotive sales revenue was 134.6 billion yuan, accounting for 89.6% of total revenue, with an average selling price of 95,500 yuan, down nearly 14,000 yuan from the previous year [5]. - The net profit for H1 was 9.45 billion yuan, a 9.8% decline, while the core net profit rose by 102% to 6.66 billion yuan [9][11]. Sales and Market Performance - Geely's total sales reached 1.409 million units in H1, a 47% increase, with new energy vehicle sales doubling to 725,000 units, achieving a penetration rate of 51.5% [13]. - The Geely brand alone sold 1.164 million units, a 57% increase, with the Galaxy model's sales surging by 232% [13][16]. Strategic Developments - Geely has raised its annual sales target from 2.71 million to 3 million units, having already exceeded 52% of the original target in H1 [21]. - The company is implementing an "One Geely" strategy to consolidate its various brands and improve operational efficiency, following significant mergers and restructuring [24][26]. Challenges and Future Outlook - Geely's leadership identified three main challenges: declining export sales, a drop in average vehicle prices, and insufficient brand development [30][32]. - The company is addressing past grievances with car owners and has initiated systematic reforms to improve communication and brand loyalty [33][35].