Core Viewpoint - Geely Automobile has completed the privatization of Zeekr and its delisting from the New York Stock Exchange, making Zeekr a wholly-owned subsidiary, which is expected to enhance operational efficiency and profitability across its brands [1] Group 1: Financial Impact - Geely's share price increased by 3.09%, reaching HKD 18.04, with a trading volume of HKD 705 million [1] - The completion of Zeekr's privatization is projected to increase Geely's net profit by HKD 2 to 3 billion by 2026 [1] Group 2: Operational Efficiency - Post-merger, Geely plans to integrate its automotive business in R&D, marketing, and procurement, leading to a reduction in R&D investment by 10% to 20% [1] - Bill of Materials (BOM) costs are expected to decrease by 5% to 8%, and capacity utilization is anticipated to improve by 3% to 5% [1] - Overall expenses are projected to decline by 10% to 20% due to the integration [1] Group 3: Brand Integration - Following the privatization, Geely's ownership stakes in Zeekr and Lynk & Co will increase from approximately 65% and 82% to 100% [1] - The integration of Geely, Galaxy, Lynk & Co, and Zeekr is expected to leverage synergies for cost reduction and efficiency improvement [1]
港股异动 | 吉利汽车(00175)午后涨超3% 极氪私有化完成 有望增厚公司利润并实现协同效应