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吉利汽车(0175.HK):增长持续强劲 新能源月销创历史新高
Ge Long Hui·2025-09-09 04:26

Sales Performance - In August 2025, the company sold 250,000 vehicles, representing a year-on-year increase of 38.0% and a month-on-month increase of 5.2% [1] - Cumulative sales from January to August 2025 reached 1.897 million vehicles, up 47.3% year-on-year [1] - New energy vehicle sales in August reached 147,000 units, marking a historical high, with a year-on-year increase of 95.2% [1] Model Breakdown - Sales by brand in August included 205,000 for Geely, 27,000 for Lynk & Co, and 18,000 for Zeekr, with year-on-year changes of +45.9%, +20.8%, and -2.2% respectively [1] - The Galaxy model sold 111,000 units in August, showing a significant year-on-year increase of 172.6% [1] Export and Energy Structure - In August, exports totaled 36,000 vehicles, down 19.9% year-on-year but up 2.3% month-on-month [1] - New energy vehicles accounted for 58.9% of total sales in August, an increase of 17.2 percentage points year-on-year [1] Product Strategy - The company plans to launch 10 new energy models in 2025, including 5 new models and several updated versions under the Geely brand [2] - The Lynk & Co brand will introduce the Lynk 900 EM-P in Q2, with additional models expected later in the year [2] Technological Advancements - The company is focusing on smart driving capabilities, with new models expected to feature advanced driving assistance systems [2] - The first Lynk 900 EM-P will be equipped with the NVIDIA Thor chip and advanced driving technology [2] Financial Outlook - The company anticipates a net profit of 16.1 billion yuan for 2025, with a price-to-earnings ratio of 11X [3] - The new platform (GEA architecture) is expected to enhance product offerings and profitability [3]