吉利喊出“万亿”营收目标

Core Insights - Geely aims to achieve a revenue of over 1 trillion yuan and global sales exceeding 6.5 million vehicles by 2030, positioning itself among the top five global automakers [2][5] - The company reported a sales milestone of 4.116 million vehicles in 2025, ranking seventh globally [2] Group 1: New Energy Vehicles as Growth Engine - New energy vehicles (NEVs) are projected to account for approximately 75% of Geely's total sales by 2030, translating to over 4.87 million NEVs [4] - In 2025, Geely's total sales grew by 26% year-on-year, with NEV sales increasing by 58% to 2.293 million units, achieving a NEV penetration rate of 55.7% [4] - Geely's Galaxy brand saw a remarkable 150% year-on-year sales growth in 2025, reaching 1.2358 million units, highlighting the effectiveness of Geely's strategic transition to NEVs [4] Group 2: Global Market Expansion - Geely plans to ensure that over one-third of its total sales by 2030 will come from overseas markets, estimating overseas sales to exceed 2.16 million vehicles [5] - The company has accelerated its global market strategy, including a strategic partnership with Renault in Brazil to produce and sell NEVs [6] Group 3: Brand Strategy and Ecosystem Development - Geely aims to strengthen its brand matrix by enhancing the positioning and synergy of its various brands, including Geely, Galaxy, Lynk & Co, and Zeekr, while leveraging international brands like Volvo and Polestar [7] - The company plans to launch 100,000 customized Robotaxi vehicles by 2030, initiating commercial operations globally [7] Group 4: Strategic Integration and Resource Optimization - Geely is committed to implementing the "One Geely" strategy, focusing on top-level operations and global governance to ensure efficient and compliant operations across its business units [8] - The company aims to streamline its business segments and optimize its industrial layout, enhancing resource utilization efficiency [8] Group 5: Technological Advancements - Geely plans to develop a global top-tier new energy architecture covering vehicle classes A to E, with a target to reduce the average development cycle and overall costs by over 30% [9] Group 6: User Service Ecosystem - Geely is initiating the "Geely Boundless" ecosystem to facilitate shared user rights across multiple brands, aiming to create a comprehensive service experience that integrates post-vehicle market, mobility services, and quality living [10]