Ge Long Hui·2025-08-20 03:59Core Insights - Geely Automobile reported strong mid-year performance for 2025, with revenue of 150.28 billion yuan, a year-on-year increase of 26.5%, and a total sales volume of 1.409 million vehicles, up 47.4% year-on-year, achieving a core net profit of 6.66 billion yuan, a 102% increase year-on-year [1] Group 1: Financial Performance - In Q2 2025, Geely achieved revenue of 77.79 billion yuan, a year-on-year increase of 28.4% and a quarter-on-quarter increase of 7.3% [1] - Total sales in Q2 2025 reached 705,000 units, with significant growth in the Galaxy series, which saw a year-on-year increase of 249.8% [1] - The gross profit margin in Q2 2025 was 17.1%, a decrease of 0.7 percentage points year-on-year but an increase of 1.3 percentage points quarter-on-quarter [1] Group 2: Product Strategy and Innovation - 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, with new models expected to feature advanced driving assistance systems and the latest Nvidia Thor chip in flagship models [2] - The GEA architecture supports the new vehicle cycle, enhancing the performance of the Zeekr, Lynk & Co, and Galaxy brands [3] Group 3: Market Position and Outlook - Geely's market share reached 10.4% in the first half of 2025, marking a 2.4 percentage point increase year-on-year [1] - The company is expected to achieve a net profit of 16.1 billion yuan in 2025, with a price-to-earnings ratio of 11.3X, maintaining a "buy" rating [3] - The transition to electric vehicles is progressing well, with scale effects expected to enhance profitability [3]