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吉利汽车(00175) - 翌日披露报表
2025-12-24 12:13
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12月24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 | | | | | | | 多櫃檯證券代號 | 80175 | RMB 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 ...
速递|半年2轮融资,面壁智能再获头部机构数亿元投资,端侧大模型进入规模化落地阶段
Sou Hu Cai Jing· 2025-12-24 11:56
在汽车场景上,面壁披露了两项较具代表性的进展。今年 4 月,面壁与长安马自达、梧桐科技共同打造的端侧模型量产车型,长安马自达战略级新能源车 型 MAZDA EZ-60 上市。9 月,吉利 AI 科技大六座旗舰 SUV 银河 M9 全球上市发售,并搭载 MiniCPM 多模态模型,用于共同打造人车交互体验。 面壁智能 CEO 李大海表示,"感谢各投资方对面壁的认可与支持。我们致力于携手产业链合作伙伴,让高效端侧大模型运行在海量终端之上,为广大消费 者带来创新、普惠的智能体验。在大模型行业赋能的加速时刻,处于国家政策利好、技术加快迭代、消费场景勃发的新发展阶段,面壁在本次融资后,必 将乘势而上,加码投入,持续领跑端侧 AI 市场。" 京国瑞董事总经理朱平表示,"真正的创新往往诞生于对底层技术的极致深耕。面壁以其提出的'密度定律'为方向指引,持续追求大模型高效能,在端侧 智能领域率先打通了'理论-技术-场景-商业'的正循环。京国瑞作为国有资本,坚定看好面壁成为端侧智能赛道的标杆企业,在'人工智能+消费提质'的行动 方向上,成为推动智能终端'万物智联'的重要力量。" ZF获悉, 面壁智能近期完成数亿元融资,京国瑞、国 ...
加税之下,中国汽车欧洲份额何以翻倍
A 2 at Read 11 All Property of promotion al program a aller 76 43 17 r price 1 25 the first 116 3 Party of 0 4 4 14 195000000 and and 1998 1999 20 - 201 r -1 2012 4, 2 为了维持欧洲本土汽车品牌的市场份额、限制中国进口电动汽车,欧盟出台了高额反补贴税政策,结果却是"竹篮打水一场空"。 2024年10月底,欧盟对中国产纯电动汽车祭出最高35.3%的反补贴税,叠加原有的10%基础税率,形成最高达45.3%的惩罚性关税壁垒,为期5年。彼 时,这被业内视为对中国电动汽车出海的"沉重打击"。一些欧洲汽车行业组织曾预测,中国车企在欧洲的销量将会大跌。《欧洲汽车新闻》甚至断言,"价 格敏感型的中国汽车将被迫退出欧洲主流市场"。 然而,一年后的市场数据却呈现出戏剧性的反转:根据市场分析机构Dataforce的数据,今年1~10月,中国车企在欧洲销量同比激增93%,预计2025年全 年销量将突破70万辆;今年10月,中国车企在欧洲的市场份额同比翻倍,攀升至约7%。 ...
吉利汽车(00175):港股研究|公司点评|吉利汽车(00175.HK):吉利汽车:吉利与极氪整合正式完成,回归一个吉利
Changjiang Securities· 2025-12-24 10:11
丨证券研究报告丨 [Table_scodeMsg1] 港股研究丨公司点评丨吉利汽车(00175.HK) [Table_Title] 吉利汽车:吉利与极氪整合正式完成,回归"一 个吉利" 报告要点 [Table_Summary] 2025 年 12 月 22 日,吉利汽车宣布正式完成极氪私有化及合并相关事项交易,极氪已成为吉 利汽车全资附属公司,并于纽交所退市。此前公司公布选择股份对价的极氪持有人占合资格极 氪持有人约 70.8%,吉利汽车将为其配发及发行共计 777,228,611 股对价股份。选择或被视为 选择现金对价的极氪持有人,占合资格极氪持有人约 29.2%,吉利汽车将支付合计约 7.01 亿 美元现金。 分析师及联系人 1 [Table_scodeMsg2] 吉利汽车(00175.HK) cjzqdt11111 [Table_Title 吉利汽车:吉利与极氪整合正式完成,回归"一 2] 个吉利" [Table_Author] 高伊楠 张扬 SAC:S0490517060001 SAC:S0490524030004 SFC:BUW101 请阅读最后评级说明和重要声明 %% %% %% %% resea ...
前瞻全球产业早报:长征十二号甲运载火箭回收未达预期
Qian Zhan Wang· 2025-12-24 09:49
Group 1: Solar Thermal Power Development - The National Development and Reform Commission and the National Energy Administration aim to achieve a total installed capacity of approximately 15 million kilowatts for solar thermal power by 2030, with electricity costs comparable to coal power [2] - The initiative emphasizes the importance of advancing solar thermal power project construction and expanding new application scenarios to ensure large-scale development [2] Group 2: Electric Vehicle Charging Infrastructure - By 2026, China plans to install over 10,000 charging guns in highway service areas, with at least 25% being high-power chargers [2] - The initiative targets busy service areas during holidays and those with over 40% utilization of charging facilities [2] Group 3: Space and Rocket Technology - The Long March 12A rocket successfully completed its maiden flight, achieving its second-stage orbital goal, although the first-stage recovery did not meet expectations [3] - This rocket is China's second liquid oxygen-methane rocket to attempt recovery on its first flight, providing valuable data for future technology iterations [3] Group 4: Electric Grid Development - The successful operation of the 750 kV power transmission and transformation project in Hanzhong, Shaanxi, marks the first of its kind to cross the Qinling Mountains [4] - This project enhances the power transmission capacity of southern Shaanxi and facilitates the integration of clean energy sources like wind and solar [4] Group 5: Robotics and AI Technology - Yushu Technology has received a patent for a new method to improve the precision and reliability of robot control, which addresses limitations in current robotic models [5] - The patented method involves predicting the impact of robot actions on their environment, allowing for more accurate control commands [5] Group 6: Autonomous Driving and AI Integration - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant step towards mass production of autonomous vehicles in China [3] - The L3 autonomous driving feature is currently limited to specific highways in Beijing, indicating a controlled rollout of this technology [3] Group 7: Corporate Developments - Geely Auto has completed the privatization of Zeekr, acquiring all outstanding shares and delisting from the New York Stock Exchange [7] - This move positions Zeekr as a wholly-owned subsidiary of Geely, streamlining its operations [7] Group 8: Semiconductor Supply Chain Changes - Apple is increasing its procurement of DRAM from Samsung to approximately 60-70% for the iPhone 17, due to rising storage chip prices [13] - This shift indicates a significant change in the supply dynamics for Apple's iPhone storage components [13] Group 9: AI and Cloud Technology Investments - Google is set to acquire Intersect for $4.75 billion, aiming to support the energy demands of its AI development initiatives [14] - This acquisition reflects the ongoing trend of tech companies investing heavily in AI capabilities and infrastructure [14]
固态电池行情纵贯全年 主机厂“卡位”2026上车节点
Xin Lang Cai Jing· 2025-12-24 09:35
智通财经12月24日讯(记者 刘阳)在电动汽车快速发展的当下,无论是破解普通用户的里程"焦虑症",还是行业对安全 与效率的追求,均将目光投向了"锂电圣杯"的固态电池。 "众望所归"下,资本市场上固态电池板块持续升温。从2025年4月低点的696.24,到11月末的1314.15,智通财经固态电池 板块指数近一年来约57.3%的涨幅,成为今年固态电池表现的最好写照。其中,海科新源、上海洗霸、多氟多、中一科技 等年内均上涨超100%。而对主机厂而言,卡位固态电池上车进度,则已成为参与未来市场竞争的主要抓手。 据智通财经记者初步统计,截至目前,已有包括三大央企及比亚迪、吉利等在内的12家主流整车制造商于2025年披露了 各自固态电池的上车进度,均指向2026年装车验证、2027年初步量产这一时间节点。 | | 部分主机厂固态电池上车时间表一览 | | --- | --- | | 主机厂 | 上车时间表 | | 中国一汽 | 2027年底量产,固态电池将率先搭载红旗高端旗舰轿车及SUV | | 长安汽车 | 2026年至2027年间实现固态电池的量产或装车验证 | | 东风集团 | 目前已建成 0.2GWh 固态电池 ...
【周度分析】车市扫描(2025年12月15日-12月21日)
乘联分会· 2025-12-24 08:37
1.本周车市概述 乘用车: 12月1-21日,全国乘用车市场零售130.0万辆,同比去年12月同期下降19%,较上月同期增长 5%,今年以来累计零售2,278.3万辆,同比增长4%;12月1-21日,全国乘用车厂商批发130.2万辆,同比去年12 月同期下降23%,较上月同期下降13%,今年以来累计批发2,806.7万辆,同比增长9%。 新能源: 12月1-21日,全国乘用车新能源市场零售78.8万辆,同比去年12月同期增长1%,较上月同期增 长3%,全国乘用车市场新能源零售渗透率60.6%,今年以来累计零售1,226万辆,同比增长18%;12月1-21日, 全国乘用车厂商新能源批发78.2万辆,同比去年12月同期下降10%,较上月同期下降12%,全国乘用车厂商新 能源批发渗透率60.1%,今年以来累计批发1,453.8万辆,同比增长25%。 点 击 蓝 字 关 注 我 们 本文全文共 4522 字,阅读全文约需 15 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载:www.cpcaauto.com 生产: 12月第1-3周,全国纯燃料轻型车生产68.1万辆,同比去年12月同期下降25% ...
吉利杨学良谈极氪Logo设计:代表中西方的两扇门,或者握在一起的两只手
Xin Lang Cai Jing· 2025-12-24 08:02
12月24日消息,有博主发文谈自己对极氪Logo的第一印象是"走弯路"。对此,浙江吉利控股集团高级副 总裁杨学良转发该微博表示,最初是领克的Logo,领克的英文Lynk是链接的意思,这是代表中西方的 两扇门,或者握在一起的两只手,后来领克决定只用英文字母做标识,就把这个Logo给极氪了 。 责任编辑:李思阳 12月24日消息,有博主发文谈自己对极氪Logo的第一印象是"走弯路"。对此,浙江吉利控股集团高级副 总裁杨学良转发该微博表示,最初是领克的Logo,领克的英文Lynk是链接的意思,这是代表中西方的 两扇门,或者握在一起的两只手,后来领克决定只用英文字母做标识,就把这个Logo给极氪了 。 责任编辑:李思阳 ...
第一创业晨会纪要-20251224
Macroeconomic Overview - The U.S. GDP growth for Q3 exceeded expectations, with an initial annualized rate of 4.3%, compared to a forecast of 3.3% and a previous quarter's final value of 3.8% [4] - Personal consumption expenditures rose from 2.5% in Q2 to 3.5% in Q3, surpassing the expected 2.7% [4] - Exports increased significantly by 8.8%, while imports decreased by 4.7% [4] Industry Insights Precious Metals - International gold and silver prices reached historical highs, with COMEX gold futures at $4,515 per ounce (up 1.02%) and silver at $71.61 per ounce (up 4.44%) [7] - The rise in precious metals prices is attributed to market expectations of continued interest rate cuts by the U.S. government [7] Medical Supplies - The sixth batch of high-value medical consumables procurement has been officially launched, including drug-coated balloons and urological intervention consumables, with bidding set for January 13, 2026 [8] - The introduction of anchor pricing and a multi-repetition mechanism is expected to prevent malicious competition, although significant price declines are anticipated [8] Automotive Industry - Retail data for January-November 2025 shows that major brands like BYD, Volkswagen, and Toyota dominate the market, with the top ten brands holding a combined market share of 51.7% [10] - The competitive landscape remains fragmented, with ongoing price wars likely due to the lack of a dominant market structure [10] - Demand resilience in the battery supply chain is noted, but profitability will depend on product structure and bargaining power [10] Air Conditioning Sector - The air conditioning industry experienced a significant decline in production and sales in November, with production and sales down approximately 37% and 32% year-on-year, respectively [12] - The decline is attributed to high base effects from previous government subsidy policies and abnormal weather conditions [12] - A cautious outlook is maintained for the industry, with production plans for January 2026 indicating a year-on-year increase of about 21% [12]
极越进入“复活赛”,中东企业Robo.ai Inc.有望“接盘”?
Mei Ri Jing Ji Xin Wen· 2025-12-24 07:43
公开信息显示,集度汽车成立于2021年3月,致力于自动驾驶、人机交互科技的研发与普及,目标是打 造汽车机器人。成立之初,集度汽车由百度以55%持股比例和80%超级投票权主导技术方向,吉利则以 45%持股提供制造支撑,因"科技+制造"的股东组合曾被业内寄予厚望。 2024年12月,极越汽车"闪崩",极越汽车CEO夏一平发布内部信称"进入极越创业的2.0阶段"。此后, 极越汽车出现门店关闭、员工社保未缴纳、车主权益无法兑现等状况。 图片来源:每经记者 孔泽思 摄 资料图 今年11月25日,极越汽车发布《上海集度汽车有限公司关于启动预重整程序的公告》,宣布上海集度汽 车有限公司(品牌为极越汽车)启动预重整程序,旨在引入新的战略投资人,盘活现有资产与资源,维 护资产价值,并保障用户售后权益。 近日,有消息称,阿联酋迪拜的科技企业——Robo.ai Inc.(NASDAQ: AIIO)已正式向上海集度汽车有 限公司(极越汽车公司)临时管理人提交报名材料,该公司申请参与极越汽车的预重整战略投资人的招 募与遴选程序,此举被认为是Robo.ai Inc.重组极越汽车的关键一环。 针对此消息,《每日经济新闻》记者向极越汽车临时 ...