吉利汽车
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汽车视点丨新车扎堆、车企“兜底”、政银联动,年末车市掀起消费热潮
Xin Hua Cai Jing· 2025-11-27 09:38
Core Insights - The Chinese automotive market is experiencing a surge in consumer demand due to the upcoming changes in vehicle purchase tax policies, prompting consumers to consider purchasing before the end of the year [1][6][10] - A significant number of new vehicle models have been launched from September to November, with approximately 60 new models introduced, enhancing consumer choices [2][3] - Automakers are implementing aggressive promotional strategies to meet sales targets, with average price reductions in the passenger car market reaching 11.1% in October [3][4] Market Dynamics - The introduction of over 60 new vehicles from various segments, including economy and luxury, has contributed to heightened market activity [2][3] - The sales performance of specific models, such as the MG4 and Zeekr 9X, indicates strong consumer interest and competitive positioning in their respective segments [3][9] - The automotive industry is facing pressure to meet annual sales targets, with many manufacturers reporting completion rates below 60% [4][6] Promotional Strategies - Automakers are leveraging online and offline marketing strategies, including live-streaming events and direct cash incentives, to drive sales [4][10] - The impending adjustment of the vehicle purchase tax policy has led to increased urgency in marketing messages, with dealerships actively promoting the benefits of purchasing before the policy change [7][10] Government and Financial Support - Local governments are providing consumer incentives, such as purchase vouchers, to stimulate demand for both electric and fuel vehicles [10][11] - Financial institutions are enhancing automotive financing options, offering low-interest loans and subsidies to facilitate consumer purchases [11][14] - The collaboration between government, banks, and automakers is expected to create a supportive environment for automotive consumption in the final months of the year [10][14]
吉利汽车(00175) - 致非登记股东之通知信函 - 公司通讯之发佈通知

2025-11-27 09:17
(Incorporated in the Cayman Islands with limited liability) ( 於開曼群島註冊成立之有限公司 ) (Stock codes 股份代號: 175 (HKD counter港幣櫃台) & 80175 (RMB counter人民幣櫃台)) NOTIFICATION LETTER 通知信函 Dear Non-registered Shareholder(s) (Note 1) , 28 November 2025 Notes: 各位非登記股東 (附註 吉利汽車控股有限公司(「本公司」)下述文件已以中、英文版本編制及於本公司網站 (http://www.geelyauto.com.hk) 及香港聯合交易所有限公 司網站 (http://www.hkexnews.hk)(統稱「相關網站」)刊載:- 若 閣下希望日後收取所有公司通訊 (附註 2) 於相關網站發佈的電郵通知,以代替收取通知信函印刷本,請透過香港中央結算有限公司(「香港 結算」)向本公司提供 閣下的電郵地址。倘若本公司未有從香港結算收到 閣下的電郵地址或所提供的電郵地址無效,本公司會將通知信函 印刷 ...
吉利汽车(00175) - 致登记股东之通知信函及回条 - 公司通讯之发佈通知

2025-11-27 09:16
( 於開曼群島註冊成立之有限公司 (Stock codes 股份代號: 175 (HKD counter港幣櫃台) & 80175 (RMB counter人民幣櫃台)) (Incorporated in the Cayman Islands with limited liability) NOTIFICATION LETTER 通知信函 Dear Shareholder(s), 28 November 2025 The following document(s) of Geely Automobile Holdings Limited (the "Company") has/have been prepared in English and Chinese and is/are available on the websites of the Company at http://www.geelyauto.com.hk and The Stock Exchange of Hong Kong Limited at http://www.hkexnews.hk (collectively the "Websit ...
吉利新能源皮卡携生态产品亮相2025广州车展,定义场景生态新价值
Zhong Guo Qi Che Bao Wang· 2025-11-27 09:13
Core Insights - The article highlights the evolution of the new energy pickup truck from a "tool vehicle" to a "mobile energy ecological carrier" through the dual strategy of "product strength + full-scene ecological solutions" showcased by Geely Radar at the 23rd Guangzhou International Auto Show [1] Group 1: Product Features - The Geely Radar PHEV model features the Thunder EM-P super hybrid system, delivering a maximum power of 260 kW and peak torque of 914 N·m, achieving a 0-100 km/h acceleration in 8.6 seconds, significantly outperforming traditional fuel pickups [3] - The vehicle boasts a comprehensive range of 1068 km and a fuel cost reduction of 75% per kilometer compared to fuel pickups, potentially saving tens of thousands of yuan over a five-year usage period [3] - The design includes a hidden beam structure similar to Tesla's Cybertruck, with a rated load of 0.5 tons and a durable carrying capacity of 1.3 tons, suitable for commercial applications [3] Group 2: Smart Features - The vehicle is equipped with a smart cockpit featuring a 10.2-inch instrument panel and a 14.6-inch display, running on the Galaxy OS system, which allows for 200 ms voice response and continuous dialogue capabilities [5] - An L2-level driver assistance system enhances the vehicle's usability, providing a passenger car-like intelligent experience [5] Group 3: Ecological Solutions - The PSP380 vehicle-mounted discharge device, showcased at the auto show, is a 36 kW mobile power station that redefines outdoor electricity usage, achieving 98% output efficiency and capable of powering large industrial equipment [6] - The mobile power station allows for flexible deployment, improving operational efficiency by 30% and reducing electricity costs by 87.5% compared to fuel generators, potentially saving tens of thousands of yuan annually [8] - Geely Radar has developed tailored solutions for various sectors, including agriculture and engineering, enhancing its service offerings with customized modifications for industry users [8] Group 4: Market Performance - Geely Radar has maintained its position as the leading brand in China's new energy pickup market for three consecutive years, with 9,775 units registered from January to October this year [9] - The brand has achieved a 30% repurchase rate and has been recognized as the sales champion in government procurement for two consecutive years, reflecting strong customer loyalty and brand strength [9] - Geely Radar's dual technology strategy in both pure electric and hybrid models is driving the transformation of the pickup market from fuel to electric [9]
领克发布汽车运动新战略 Z20曜红版亮相广州车展
Zhong Guo Jin Rong Xin Xi Wang· 2025-11-27 09:12
Group 1 - The core viewpoint of the articles highlights Lynk & Co's launch of the Lynk Z20 530km rear-drive Max Red Edition and its future strategic planning for motorsport, emphasizing a comprehensive upgrade from track to ecosystem [1][2] - In the 150,000 RMB electric vehicle market, consumer expectations have evolved from basic transportation needs to a focus on design quality and driving experience, leading to a product strategy that emphasizes performance and enhanced user experience [1] - The Lynk Z20 features a striking design with a "silver exterior and red interior" color scheme, and it is built on the SEA electric architecture, equipped with a 250kW rear motor, achieving 0-100 km/h in just 5.3 seconds [1] Group 2 - Lynk & Co is developing a new fully domestic TCR racing car, the Lynk 03+ TCR, which will be unveiled next month, as part of its motorsport strategy [2] - The motorsport events will expand from circuit racing and sprint racing to include rally and endurance racing, focusing on comprehensive vehicle performance [2] - The strategic focus has shifted from "winning championships" to "cultivating champions," with a systematic approach to training local racing talent through certification programs and practical support [2]
吉利汽车(00175) - 将於二零二五年十二月十八日(星期四)下午四时三十分假座香港湾仔港湾道23...

2025-11-27 08:50
GEELY AUTOMOBILE HOLDINGS LIMITED 175 80175 地址為 為本人╱吾等之代表,代表本人╱吾等出席將於二零二五年十二月十八日(星期四)下午四時三十分假座 香港灣仔港灣道23號鷹君中心23樓2302室舉行之本公司股東特別大會(及其任何續會)(「大會」),並代表 本人╱吾等行事,以考慮及酌情通過召開大會之通告所載之決議案,並按下述指示,於大會代表本 人╱吾等及以本人╱吾等之名義就該等決議案投票。如無作出指示,則本人╱吾等之代表可自行酌情投 票。本人╱吾等之代表亦將有權就正式提呈大會之任何事宜自行酌情投票。 | | 普通決議案 | 贊成4 | 反對4 | | --- | --- | --- | --- | | 1. | 批准、追認及確認整車及整車成套件合作製造採購協議(定義見本 | | | | | 公司日期為二零二五年十一月二十八日之通函(「通函」))及其項下 | | | | | 擬進行之交易以及批准及確認截至二零二七年十二月三十一日止三 | | | | | 個財政年度各年整車及整車成套件合作製造採購協議(定義見通函) | | | | | 項下之年度上限。 | | | | 2. ...
吉利汽车(00175) - 股东特别大会通告

2025-11-27 08:41
香港交易及結算所有限公司及香港聯合交易所有限公司對本通告之內容概不負責,對其 準確性或完整性亦不發表任何聲明,並表明不會就因本通告全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED 175 80175 股東特別大會通告 茲通告吉利汽車控股有限公司(「本公司」,連同其附屬公司統稱為「本集團」)謹訂於二零 二五年十二月十八日(星期四)下午四時三十分假座香港灣仔港灣道23號鷹君中心23樓 2302室舉行股東特別大會(「股東特別大會」)或其任何續會,以考慮並酌情通過下列決議 案(無論修訂與否)為本公司之普通決議案: 普通決議案 考慮並酌情通過下列決議案(無論修訂與否)為本公司之普通決議案︰ - 1 - 1. 「動議: a. 謹此批准、追認及確認本公司、浙江吉利控股集團有限公司(「吉利控股」,連同 其附屬公司統稱為「吉利控股集團」)、浙江遠程新能源商用車集團有限公司(「遠 程商用車」,連同其附屬公司統稱為「遠程商用車集團」)及山東吉利新能源商用 車有限公司(「山東吉利新能源」,連同其附屬公司統稱為「山東吉利新能源集 團」)訂立之日 ...
【深度分析】2025年10月份全国新能源市场深度分析报告
乘联分会· 2025-11-27 08:38
Overall Market - The overall market for passenger vehicles in China includes ICE, BEV, and PHEV, with a total production of 2,949,257 units and retail sales of 2,250,157 units in the first ten months of 2025 [4][6][7]. - The market share of new energy vehicles (NEV) has increased significantly, with NEV accounting for 41.0% of the total market in terms of production and 43.2% in retail sales [7][8]. New Energy Market - The new energy vehicle market has shown robust growth, with a production of 1,652,312 units and retail sales of 1,282,267 units in the first ten months of 2025, reflecting a year-on-year increase of 19.5% in production [4][6][9]. - The penetration rate of NEVs in the overall market reached 52.7% in 2025, indicating a strong trend towards electrification [9][11]. Export Market - The export of new energy vehicles has also seen growth, with a total of 1,865,675 units exported in the first ten months of 2025, marking a 70.5% increase compared to the previous year [14][20]. - The share of NEVs in the export market reached 35.8% in 2025, showcasing the increasing global demand for Chinese electric vehicles [14][16]. Manufacturer Performance - BYD remains the leading manufacturer in the new energy vehicle segment, with wholesale sales of 436,856 units in October 2025, despite a year-on-year decline of 12.7% [20][21]. - Other notable manufacturers include Geely and SAIC-GM-Wuling, with significant increases in their respective sales figures, indicating a competitive landscape in the NEV market [20][21]. Segment Analysis - In the first ten months of 2025, the retail sales of NEVs were dominated by SUVs, followed by sedans and MPVs, reflecting consumer preferences in the market [24][25]. - The overall market for fuel vehicles has seen a decline, with a 9.2% decrease in retail sales, contrasting with the growth in the NEV segment [24][25].
【快讯】每日快讯(2025年11月27日)
乘联分会· 2025-11-27 08:38
Domestic News - Six departments issued a document to expand automotive modification, RV camping, and other automotive aftermarket consumption, aiming for a significant optimization of consumer goods supply structure by 2027 [3] - Chongqing plans to build a world-class intelligent connected new energy vehicle industry cluster, enhancing the overall upgrade of vehicles, parts, and aftermarket [4] - A draft for the "Vehicle-Road-Cloud Integration" infrastructure classification is expected to be released by the end of the year, including a roadmap for promoting integration [5] - Great Wall Motors plans to establish its first complete vehicle factory in Europe, targeting an annual production capacity of 300,000 vehicles by 2029 [6] - BAIC Blue Valley received approval for a 6 billion yuan refinancing project to support the development of new energy vehicles and AI intelligent platforms [7] - Geely established a battery company in Chengdu with a registered capital of 50 million yuan, focusing on battery sales and manufacturing [8] - Stellantis and CATL have commenced construction of a battery factory in Spain, with a planned annual capacity of 50 GWh by the end of 2026 [9] - Haima Automobile is steadily advancing the demonstration operation of hydrogen fuel cell vehicles, aiming to create a complete hydrogen energy ecosystem [10] International News - The UK government plans to implement a mileage-based tax for pure electric and plug-in hybrid vehicles, with fees of 3 pence per mile for electric vehicles and 1.5 pence for hybrids, potentially generating 1.1 billion pounds in the first year [12] - Thailand adjusted its electric vehicle policy to prevent potential oversupply, allowing manufacturers to count exported electric vehicles towards local production obligations [13] - South Korea submitted a special bill to lower automotive tariffs as part of a commitment to a $350 billion investment in the U.S. [14] - Renault-Geely's joint venture plans to double production in Brazil, with the current plant capacity at 380,000 vehicles [14] Commercial Vehicles - The M9T engine and hybrid assembly light truck successfully rolled off the production line, marking a significant advancement in the hybrid light truck sector [15] - Chery Commercial Vehicle launched the Zero Meter light truck, targeting urban distribution efficiency with advanced charging technology [16] - Zero One Smart Card won the "Annual First Recommended Electric Drive Bridge Heavy Truck" award, highlighting its innovative achievements in the new energy heavy truck sector [17] - Foton Motor's two micro truck models received carbon footprint quantification labels, reinforcing its commitment to green transformation [19]
吉利汽车(00175) - 持续关连交易

2025-11-27 08:31
此乃要件 請即處理 閣下對本通函任何部份內容或應採取之行動如有任何疑問,應諮詢 閣下之股票經紀或其他註 冊證券交易商、銀行經理、律師、專業會計師或其他專業顧問。 閣下如已售出或轉讓所有名下之吉利汽車控股有限公司股份,應立即將本通函連同隨附之代表 委任表格送交買主或承讓人或經手買賣或轉讓之銀行、股票經紀或其他代理商,以便轉交買主 或承讓人。 香港交易及結算所有限公司及香港聯合交易所有限公司對本通函之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並表明不會就因本通函全部或任何部份內容而產生或因倚賴該等 內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED 175 80175 持續關連交易 吉利汽車控股有限公司之財務顧問 獨立董事委員會及獨立股東之獨立財務顧問 董事會函件載於本通函第11至31頁。獨立董事委員會函件載於本通函第32至33頁。獨立財務 顧問函件載於本通函第34至62頁,當中載有其致獨立董事委員會及獨立股東之意見。本公司謹 訂於二零二五年十二月十八日(星期四)下午四時三十分假座香港灣仔港灣道23號鷹君中心23樓 2302室舉行股東特別大會,大會通告 ...