盘前大涨！吉利汽车将私有化极氪！李书福回应

Core Viewpoint - Geely Auto announced a non-binding offer to privatize Zeekr, aiming to acquire all outstanding shares and American depositary shares, which will make Zeekr a wholly-owned subsidiary of Geely Auto and delist from the NYSE [1][3]. Group 1: Geely's Strategic Moves - The acquisition is part of Geely's "Taizhou Declaration," which emphasizes maintaining close communication with international capital markets [1]. - Geely holds approximately 65.7% of Zeekr's total issued share capital, and the proposed acquisition price is $2.57 per share or $25.66 per American depositary share, representing a premium of about 13.6% over the last trading day [3]. - This move is a key step in Geely's strategic integration, following the transfer of 11.3% of Zeekr's shares from Geely Holding to Geely Auto [3]. Group 2: Implementation of the Taizhou Declaration - The Taizhou Declaration, released in September 2024, marks a new phase of strategic transformation for Geely, focusing on five major initiatives: strategic focus, integration, collaboration, stability, and talent [5]. - Geely plans to gradually divest non-core businesses while integrating brands like Radar and Lynk & Co with Geely Auto, and Zeekr with Lynk & Co [5]. - The goal is to enhance competitiveness and create long-term value by focusing on the automotive core business and accelerating the transition to electric and intelligent vehicles [5]. Group 3: Synergies from Brand Integration - Prior to Geely's privatization of Zeekr, Zeekr had already completed its integration with Lynk & Co, with Zeekr holding 51% of Lynk & Co's shares [6]. - The integration is expected to reduce procurement costs by 5%-8%, improve capacity utilization by 3%-5%, and lower R&D expenses by 10%-20% through collaborative efforts [6].