战略升维 吉利锚定2030年：跻身全球前五大车企、向万亿营收迈进

Core Insights - The automotive industry is undergoing a transformation towards electrification and intelligence, with Geely Holdings transitioning from a traditional car manufacturer to a smart mobility technology company [2] - Geely's strategic goals for 2030 include achieving annual sales of over 6.5 million vehicles, revenue exceeding 1 trillion yuan, and becoming one of the top five global automakers, with 75% of sales from new energy vehicles [2][3] Group 1: Strategic Goals and Achievements - In 2025, Geely's total global sales reached 4.116 million vehicles, a 26% increase year-on-year, marking its entry into the top seven global automakers [2] - The company aims for an annual compound growth rate of approximately 9.5% to reach its 2030 sales target of 6.5 million vehicles [4] - Geely's new energy vehicle sales reached 2.293 million units in 2025, a 58% increase, with a penetration rate of 56% [2][7] Group 2: Strategic Framework - Geely's strategy focuses on a "six-in-one" capability system, emphasizing brand, technology, vehicle, ecology, talent, and sustainable development [4][5] - The company is enhancing its brand matrix by integrating its sub-brands into a cohesive global strategy, ensuring clear positioning and complementary strengths [5][6] Group 3: Technological Advancements - Geely is building a comprehensive technology ecosystem covering smart driving, smart cockpit, electronic architecture, battery, and electric drive systems [8][11] - The company has introduced the "Qianli Haohan" smart driving solution, which includes multiple levels of autonomous driving capabilities, with plans for L3 and L4 functionalities [10][12] Group 4: International Expansion - Geely's overseas sales reached 420,000 units in 2025, with over 1200 sales outlets established in 88 countries [12][13] - The company is pursuing a localized approach to international markets, exemplified by its collaboration with Renault in Brazil and the AHTV project in Malaysia [14][15]