Core Viewpoint - Guan Haitao, the Chief Business Officer (CBO) of Zeekr Technology Group, announced his departure from the company, reflecting on his experiences during the company's rapid growth and development [1][2]. Summary by Categories Company Leadership - Guan Haitao previously served as the Chief Marketing Officer (CMO) for Honor in China and joined Zeekr in 2023 as CMO before becoming CBO in February 2025 [1]. Company Development - Guan expressed gratitude for being part of Zeekr's journey, which included significant milestones such as rapid growth, reaching the IPO stage, and the establishment of Zeekr Technology [1][2]. Future Outlook - Guan encouraged continued support for Zeekr and its parent company, Geely, as he prepares to leave the company [1][2].

Core Insights - The Q3 report from Lu Master highlights significant advancements in the automotive sector, particularly in user experience dimensions such as cockpit system smoothness and voice AI recognition rates [2][18] - The new Tank 500 has emerged as a surprising leader in cockpit system smoothness, breaking the stereotype that off-road vehicles lag in technology [4][18] - Ideal and Wenjie continue to dominate the voice AI recognition rankings, while new entrants like Tengshi and Fangchengbao show strong competitive potential [15][18] Cockpit System Smoothness Rankings - The new Tank 500 achieved a remarkable smoothness index of 1288.6ms, setting a new record and challenging the perception of off-road vehicles [4][18] - Ideal's models, L8 and L7, maintained their strong positions in the rankings, showcasing consistent performance across various functionalities [6][18] - New players like Leida L90 entered the rankings with a solid performance of 1428.9ms, indicating effective system tuning and user interaction [8][18] - The mid-tier segment is competitive, with models like Lantu Dreamer and ZEEKR 007 showing similar performance around the 1500ms mark, though some features lag behind [12][18] Voice AI Recognition Rankings - Ideal L6 and Wenjie M8 topped the voice recognition rankings with a recognition rate of 64.79%, demonstrating advanced voice interaction capabilities [15][18] - New contenders like Tengshi Z9GT EV and Fangchengbao 8 are making significant strides, with recognition rates of 64.08% and 63.38% respectively [15][18] - The overall competition in voice AI recognition is tightening, with only a small gap between the top and bottom performers, indicating a shift towards detail-oriented improvements [17][18]

Group 1 - The news reports the departure of Guan Haitao, the Chief Business Officer (CBO) of Zeekr Technology Group, with no official response from the company initially [1] - Guan Haitao expressed gratitude for his experiences during Zeekr's rapid development and transition to becoming part of Geely, indicating a positive sentiment towards his time at the company [1] - Guan's departure is significant as he remains affiliated with Geely Automobile Group, suggesting potential future roles within the parent company [1] Group 2 - Guan Haitao previously held positions as CMO and head of the e-commerce department at Honor before joining Zeekr in 2023 [3] - He was appointed as CBO of Zeekr Technology Group in February 2025, highlighting his relatively short tenure in this role [3]

关海涛在文中提到，能与团队共同奋斗，亲身经历公司的高速发展、IPO上市，直至极氪科技的正式成 立并回归吉利体系，是他职业生涯中一段非常宝贵的经历。同时，他也向所有关心他的人、共同奋斗的 同事表达了谢意，并表示自己即将结束在杭州的工作与生活。 凤凰网科技讯 10月10日，针对外界关于其个人职业动向的传闻，极氪科技集团首席商务官（CBO）关 海涛通过个人朋友圈发布动态，正式确认即将从公司离职。在他的告别感言中，关海涛希望外界能够继 续支持极氪以及母公司吉利的发展，并以"青山绿水，江湖再见"作为结尾，正式结束了他在极氪的职业 生涯。 根据公开资料，关海涛在市场营销领域拥有丰富经验，他曾担任荣耀中国区CMO及电商部部长等重要 职务。关海涛于2023年从荣耀加入极氪，最初担任CMO（首席营销官），负责市场与品牌相关工作。 2025年2月，其职位调整为极氪科技集团首席商务官（CBO）。从履新CBO到今日宣布离职，任期约为 八个月。 ...

Core Insights - The Chief Brand Officer of Zeekr Technology, Guan Haitao, confirmed his upcoming departure from the company, citing personal family reasons [1] - In September, Geely Automobile and Zeekr Technology's shareholders agreed on a merger plan, which will result in Zeekr becoming a wholly-owned subsidiary of Geely [1] - The merger will lead to optimization of personnel and resource structures within Zeekr Technology [1] Group 1 - Guan Haitao's departure is linked to personal family reasons [1] - The merger between Geely and Zeekr is a significant strategic move for both companies [1] - The optimization of personnel and resources is expected to follow the merger completion [1] Group 2 - Acknowledgment of Guan Haitao's contributions to Zeekr's development was expressed by Victor Yang [3]

Investment Rating - The report maintains a "Buy" rating for the automotive and automotive parts industry [5]. Core Insights - In Q3 2025, Tesla's global deliveries exceeded expectations, with a year-on-year increase of 7.4% and a quarter-on-quarter increase of 29.4%, reaching 497,000 units. The Model 3 and Model Y standard versions were launched in North America with reduced starting prices [1]. - Xpeng's sales surpassed 40,000 units in September, marking a year-on-year increase of 94.7% and a quarter-on-quarter increase of 10.3% [1]. - NIO's deliveries also showed growth, with a year-on-year increase of 64.1% and a quarter-on-quarter increase of 11.0%, totaling 34,749 units in September [1]. Summary by Sections Tesla and New Forces Sales Tracking - Tesla's global delivery volume reached 497,000 units in Q3 2025, with Model 3 and Y sales contributing significantly [1]. - Xpeng delivered 41,581 units in September, while NIO and Li Auto reported deliveries of 34,749 and 33,951 units, respectively [1]. Order Trends and Delivery Cycles - Tesla's delivery cycles for the domestic Model 3 and Model Y have been extended, indicating high demand as the peak season approaches [2]. - New energy vehicle manufacturers like Li Auto and NIO are also experiencing changes in delivery cycles, with some models seeing extended wait times [2]. Company Recommendations - The report recommends investing in companies such as NIO, Xpeng, SAIC Motor, and Geely Automobile, as well as parts suppliers like Fuyao Glass and Top Group [3]. - It highlights the potential in the robotics and intelligent driving themes, suggesting a focus on companies involved in these sectors [3]. Earnings Forecast and Valuation Table - The earnings per share (EPS) and price-to-earnings (PE) ratios for key companies are provided, with NIO, Xpeng, and SAIC Motor all receiving a "Buy" rating based on their projected performance [4].

Core Viewpoint - The news highlights the departure of Guan Haitao, the Chief Brand Officer of Zeekr Technology, due to personal family reasons, coinciding with the company's merger with Geely Automobile, which will result in Zeekr becoming a wholly-owned subsidiary of Geely [1] Group 1 - Guan Haitao confirmed his departure from Zeekr Technology on October 10, stating he will soon end his time in Hangzhou [1] - The merger agreement between Geely Automobile and Zeekr Technology was approved by the shareholders of both companies in September [1] - Following the merger, there will be an optimization of personnel and resource structures within Zeekr Technology [1]

新浪科技讯 10月10日下午消息，针对外界传闻，极氪科技集团CBO关海涛今日在朋友圈发文宣布即将 离职。 他表示，"人生天地，过隙白驹。一起奋斗的日子是最难忘的，能经历极氪高速发展、登顶、IPO，再 到极氪科技成立、回归吉利，也是职场生涯中最珍贵的荣幸。感谢大家关心，即将结束杭漂，感谢所有 一起奋斗的战友、朋友，感恩这个时代，日子绵长，情谊不散。青山绿水，江湖再见。希望大家继续支 持极氪、支持吉利。" 资料显示，关海涛此前曾任荣耀中国区CMO、电商部部长。2023年，关海涛从荣耀离职加盟极氪出任 CMO，2025年2月担任极氪科技集团首席商务官（CBO）。 责任编辑：杨赐 ...

Group 1 - Geely Automobile announced the issuance of a total of 61,000 shares due to the exercise of stock options on October 10, 2025 [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 吉利汽車控股有限公司 呈交日期： 2025年10月10日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | | | 股份類別 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 00175 | | | 說明 | | | | | | | 80175 多櫃檯證券代號 | | RMB | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | | 已發行股份（不包括 ...