零跑(09863)十周年朱江明发布内部信:从跟跑到领跑,以世界级车企要求自己
LEAPMOTORLEAPMOTOR(HK:09863) 智通财经网·2025-12-24 01:39

Core Insights - The founder and CEO of Leap Motor, Zhu Jiangming, emphasizes that the company should no longer identify as a "new force" but rather as a sustainable and respected global automotive enterprise as it enters its second decade [1][12] Company Overview - Leap Motor will celebrate its 10th anniversary on December 24, 2025, with a themed event titled "Upward, Leading" on December 28, inviting employees, users, partners, and investors to witness this historic moment [3] - The company has grown from an IT outsider to a leading new energy brand in the competitive landscape of nearly a hundred new car manufacturers in China over the past decade [7][13] Sales and Market Expansion - In 2025, Leap Motor is projected to achieve nearly 600,000 vehicle sales, with approximately 60,000 units delivered overseas, making it the top new energy vehicle manufacturer in terms of sales [7][8] - The company plans to expand into 35 overseas markets by 2025, with over 800 international stores, supported by a partnership with Stellantis to enhance its global sales and service network [8] Financial Performance - Leap Motor has maintained positive net profits for several consecutive quarters and is expected to achieve its first annual profit milestone in 2025 [8] - The company has successfully implemented a self-research and development system, achieving a 65% self-manufacturing rate for core components, allowing it to control key costs and maintain a healthy gross margin of 14%-15% [10] Product Development - Leap Motor is set to launch several new models in 2025, including B10, B01, and Lafa5, with the C10 model achieving a monthly sales record of 20,000 units [10] - The company will unveil its flagship D series products at the anniversary event, showcasing its commitment to product and technological strength [11] Future Goals - For 2026, Leap Motor aims to sell 1 million vehicles and has outlined four key focus areas: continuous technological innovation, extreme quality, accelerated overseas market expansion, and maintaining organizational efficiency [12] - Zhu Jiangming has reiterated the long-term goal of reaching an annual sales target of 4 million vehicles, emphasizing the need for the company to evolve beyond its "new force" identity [12][15]