吉利与雷诺签署巴西战略合作协议，共拓拉美新能源车市

Core Insights - The strategic partnership between Geely and Renault marks a significant development in the Latin American automotive market, particularly in Brazil, focusing on the production and sales of new energy vehicles [1][2] Group 1: Strategic Partnership Details - Geely has acquired a 26.4% stake in Renault do Brasil, while Renault retains its controlling shareholder status and will consolidate financial statements [1] - The partnership allows Geely to share Renault do Brasil's production capacity and market network, accelerating its expansion in the Latin American automotive market [1] - Renault do Brasil will serve as the distributor for Geely's new energy vehicle products in Brazil, creating new growth opportunities in sales, finance, and after-sales services [1] Group 2: Market and Production Implications - Renault will leverage advanced new energy technologies to expand its product line and meet the electric vehicle demand in the Brazilian market [1] - The Ayrton Senna industrial park in southern Brazil will produce both Renault and Geely brand products, enhancing production capacity utilization and competitiveness [1] Group 3: Company Performance Metrics - Geely's total sales reached 2.953 million units in the first three quarters of 2025, a 29% year-on-year increase, with new energy vehicle sales at 1.591 million units, up 68%, achieving a penetration rate of 54% [2] - In Q3 2025, Geely's sales surpassed 1 million units for the first time, with new energy vehicle sales at 588,000 units, reflecting a 59% year-on-year growth and a penetration rate of 58% [2]