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 ...

Core Viewpoint - Geely Automobile (00175) has announced a HKD 2.3 billion share buyback plan, indicating confidence in its long-term development and signaling undervaluation [1] Group 1: Financial Performance - Geely's September sales showed strong performance, with wholesale volume increasing by 35% year-on-year to 273,000 units, setting a historical record [1] - The wholesale volume of new energy vehicles surged by 81.3% year-on-year to 165,000 units, significantly outpacing industry peers [1] Group 2: Strategic Initiatives - The company is implementing an equity incentive plan aimed at enhancing internal management efficiency and supporting strategic execution [1] - The brokerage maintains a target price of HKD 32 for Geely and an "overweight" rating, anticipating that the third-quarter report will validate performance and potentially lead to the company outperforming the industry in the fourth quarter [1]

Core Insights - The sales of traditional fuel vehicles in China have shown a significant increase, with August sales reaching 902,000 units, marking a year-on-year growth of 13.5% and indicating a third consecutive month of growth [2][3] - This resurgence in fuel vehicle sales reflects a broader trend among automakers to revitalize their fuel vehicle offerings, as evidenced by Porsche's decision to delay some electric vehicle launches in favor of more fuel models [2] - The current growth in fuel vehicle sales raises questions about whether this is a temporary market fluctuation or a sign of a more sustainable recovery [2] Fuel Vehicle Market Dynamics - The overall sales of traditional fuel vehicles in China for 2024 are projected to be 13.989 million units, a decline of 17.3% year-on-year, while the sales from January to August 2023 showed only a slight decrease of 0.3% [3] - The negative contribution of fuel vehicles to overall market growth has significantly decreased, indicating a potential recovery in the market [3] - The market is witnessing a clear division between joint ventures and independent brands, with the latter gaining ground in the fuel vehicle segment [4] Joint Venture Performance - Major joint ventures like SAIC Volkswagen and SAIC General Motors continue to lead in sales, with SAIC Volkswagen achieving a sales volume of 523,000 units in the first half of the year, a 2.3% increase [4] - Japanese brands are experiencing a split performance, with GAC Toyota showing growth while Dongfeng Nissan's market share continues to decline [4] Independent Brand Growth - Independent brands are increasingly investing in fuel vehicles, with executives from companies like Great Wall Motors and Geely emphasizing their commitment to this segment [4] - Geely's fuel vehicle sales reached 684,000 units in the first half of the year, with significant contributions from its China Star series [4] - Changan and Chery also reported strong sales figures, indicating a robust performance from independent brands in the fuel vehicle market [4] Technological Advancements and Market Trends - The fuel vehicle market is experiencing a technological upgrade, with improvements in smart features and safety, which are enhancing their appeal to consumers [8] - The average transaction price of joint venture fuel vehicles has decreased by 8.2% from January to July, suggesting that price competition is a significant factor in the current sales growth [11] - The market is witnessing a shift in consumer perception, with a growing skepticism towards the cost advantages of electric vehicles, particularly regarding their depreciation rates [7] Future Market Outlook - The automotive market is expected to see a coexistence of fuel vehicles and electric vehicles, with predictions indicating that by 2025, electric vehicle sales may surpass those of fuel vehicles [14] - Industry experts suggest that the market will evolve into a multi-power structure, with fuel vehicles, hybrids, and electric vehicles coexisting for the foreseeable future [15][17] - The transition towards electric vehicles is anticipated to accelerate, but fuel vehicles are expected to maintain a significant market share, particularly in specific segments [15][18]

Group 1: Competitive Advantages - The company has a differentiated advantage in the inspection and testing field, focusing on a "demand-driven integrated service ecosystem" and "cross-domain technology integration capabilities" [2] - The "Testing+" model deepens customer engagement by providing not only testing services but also related services such as material R&D and special engineering maintenance [2] - In environmental monitoring, the company offers a one-stop service combining monitoring data, pollution tracing, and remediation solutions through self-developed low-power wireless sensors and cloud platforms [2] Group 2: Development Strategy - The company aims to empower quality ecosystems through technology, adhering to a collaborative philosophy of "co-consultation, co-construction, and sharing" [2] - It plans to focus on sectors like new energy, dual carbon, biomedicine, and consumer goods, while increasing investments in cross-regional and cross-sector testing services [2] - The company seeks to expand its international market share by establishing localized operational teams and collaborating with internationally recognized institutions for certification [2] Group 3: Automotive Testing Sector - The company entered the automotive testing sector through the acquisition of Guanbiao (Shanghai) Testing Technology Co., Ltd., which provides comprehensive testing services for vehicles and components [2] - Guanbiao Testing has gained third-party testing qualifications from major automotive manufacturers, including Geely, Chery, and NIO, enhancing its recognition in both traditional and new energy vehicle sectors [2] - In the first half of 2025, Guanbiao Testing reported a good order situation and is actively exploring new fields and product lines to strengthen profitability and risk resilience [2] Group 4: Industry Competition Landscape - The inspection and testing industry is experiencing increasing concentration, with a notable decline in the number of small testing institutions [3] - According to the National Market Supervision Administration, the number of testing institutions has decreased for the first time, indicating a trend towards market consolidation [3] - The industry is expected to shift towards a more orderly competitive environment, providing opportunities for larger institutions to strategically position themselves [3]