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： 2026年2月24日 第 1 頁 共 6 頁 v 1.3.0 FF305 確認 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： (註7) (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； 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 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- ...

国家知识产权局信息显示，浙江吉利控股集团有限公司、浙江远程新能源商用车集团有限公司、浙江远 程商用车研发有限公司申请一项名为"新能源汽车的控制方法、控制系统及新能源汽车"的专利，公开号 CN121536170A，申请日期为2025年12月。 浙江远程新能源商用车集团有限公司，成立于2016年，位于杭州市，是一家以从事汽车制造业为主的企 业。企业注册资本50000万人民币。通过天眼查大数据分析，浙江远程新能源商用车集团有限公司共对 外投资了27家企业，参与招投标项目406次，财产线索方面有商标信息33条，专利信息4059条，此外企 业还拥有行政许可31个。 浙江远程商用车研发有限公司，成立于2021年，位于杭州市，是一家以从事汽车制造业为主的企业。企 业注册资本100000万人民币。通过天眼查大数据分析，浙江远程商用车研发有限公司共对外投资了1家 企业，参与招投标项目29次，专利信息2201条，此外企业还拥有行政许可3个。 专利摘要显示，本申请提供一种新能源汽车的控制方法、控制系统及新能源汽车。新能源汽车包括光伏 发电系统、动力电池系统、整车低压蓄电池和双向电源转换器。光伏发电系统与整车低压蓄电池电连 接。动力 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 天眼查资料显示，浙江吉利控股集团有限公司，成立于2003年，位于杭州市，是一家以从事汽车制造业 为主的企业。企业注册资本103000万人民币。通过天眼查大数据分析，浙江吉利控股集团有限公司共对 外投资了39家企业，参与招投标项目521次，财产线索方面有商标信息5000条，专利信息5000条，此外 企业还拥有行政许可275个。 重庆睿蓝汽车研究院有限公司，成立于2022年，位于重庆市，是一家以从事研究和试验发展为主的企 业。企业注册资本21800万人民币。通过天眼查大数据分析，重庆睿蓝汽车研究院有限公司参与招投标 项目9次，专利信息548条，此外企业还拥有行政许可2个。 国家知识产权局信息显示，浙江吉利控股集团有限公司、重庆睿蓝汽车研究院有限公司取得一项名 为"汽车进气结构、汽车车身总成及汽车"的专利，授权公告号CN116811564B，申请日期为2023年7月。 来源：市场资讯 ...

吉利汽车(00175)发布公告，于2026年2月23日该公司斥资1126.3万港元回购65.9万股，回购价格为每股 16.99-17.18港元。 ...

2月24日，马年春节假期后首个工作日，A股汽车板块喜迎"大红包"。 至2月24日午间收盘，智通财经汽车整车板块指数涨超1%，智能汽车板块指数亦同步上涨。值得关注的 是，自动驾驶赛道在开工首日便火力全开，从地方政策设计到企业落地动作，为汽车产业发展定下"智 能化"主基调。 当日，两家自动驾驶产业链公司相继公布最新业务进展。其中，黑芝麻智能宣布，与国汽智控基于黑芝 麻智能华山A2000全场景通识辅助驾驶计算芯片联合打造的智能驾驶解决方案，获得国内某头部车企智 能驾驶项目定点，覆盖L2+至L3级全场景智能驾驶功能。双方将围绕高速领航、城区领航、智能泊车等 核心功能开展联合开发与深度技术优化，首批搭载该方案的量产车型预计于2026年内实现量产。 佑驾创新同日宣布与地上铁绿色科技（深圳）、深圳壁虎新能源汽车科技公司达成战略合作伙伴关系。 三方将整合优势资源，共同推进车规级无人物流车的设计、生产与交付。佑驾创新将全面负责无人物流 车核心技术落地；壁虎科技将主导无人物流车底盘系统研发；地上铁将依托市场资源与运营经验，参与 产品定义，为产品功能、性能、外观及成本控制提供实操性建议。 密集落地的产业链动作背后，是政策对自动驾驶 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [1] Core Insights - The "Trade-in Policy" has shown initial effectiveness, driving automotive consumption exceeding 100 billion yuan, with the average purchase price for trade-in vehicles rising to over 164,000 yuan [4] - As of February 19, 2026, the trade-in policy has benefited 28.88 million people, generating sales of 198.02 billion yuan, with 612,000 vehicles traded in, leading to new car sales of 100.53 billion yuan [4] - The report anticipates a recovery in automotive market consumption post-Spring Festival, supported by the upcoming launch of several flagship new energy products [4] Summary by Sections Automotive Market Performance - In January 2026, China's automotive sales decreased by 3.2% year-on-year to 2.346 million units, with domestic sales down 14.8% to 1.665 million units [4] - Passenger vehicle sales saw a significant decline of 19.5% year-on-year, while commercial vehicle sales increased by 23.4% [4] - Exports of automobiles rose by 44.9% year-on-year to 681,000 units, with passenger vehicle exports increasing by 48.9% [4] New Energy Vehicle Insights - New energy vehicle sales in January 2026 were stable, with a slight increase of 0.1% year-on-year to 945,000 units, achieving a penetration rate of 40.3% [4] - The report highlights that the penetration rate for new energy passenger vehicles is 41.7%, while commercial vehicles stand at 22.6% [4] Investment Recommendations - The report recommends investing in leading passenger vehicle companies, the intelligent manufacturing supply chain, and the humanoid robot industry chain [4] - Specific recommendations include Geely Automobile and Great Wall Motors for vehicle manufacturing, and companies like Desay SV and Horizon Robotics for intelligent components [5]

"我妈摇了13年，我摇了6年，终于在2025年靠家庭积分排到了新能源汽车指标，这可是我们家的第一辆车！"提起这件事，北京姑娘包包的语气里仍带着 感慨。对许多北京家庭而言，一块车牌的等待往往以年为单位。这张车牌指标承载着两代人的出行期盼。 编前：对于初次购车消费者而言，这个春节因爱车的加入，被赋予了别样色彩。崭新的座驾成了移动的温馨小窝。一家人置身其中，欢声笑语回荡在车厢。 去采购年货，车子轻松装下，满满收获；去拜访亲友，不再担心路途遥远与换乘繁琐。车轮滚滚，不仅载着人穿梭在城市间，更载着对新年的期待、对生活 的热爱。 等待13年的新车 第一次装满年味 ■ 本报记者 张雅慧 指标落地，选车便成了头等大事。在各个品牌4S店、体验店看了一圈，一家人最终全款购买了一辆白色的比亚迪秦L EV。提车那几周，新鲜感笼罩着全 家。这辆车不只意味着出行工具的升级，更像是一个移动的"小家"，承载着一家人的日常与期待。 买车后，包包的妈妈用车最多。"老太太手痒了，总想往外跑。"包包笑着说。去年，母亲和几位老姐妹自驾去秦皇岛，三天两夜的行程，一路轻松自 在。"这车买来半年多，开了3000多公里，其中2000多公里都是我妈那一趟'贡献 ...

Group 1 - In 2025, China's automobile production and sales both exceeded 34 million units, setting a new historical record [1] - The year 2026 marks the beginning of the "14th Five-Year Plan," with many automotive companies setting ambitious sales targets and clear strategies for growth [1] Group 2 - China FAW aims for a sales target of 3.546 million units in 2026, a year-on-year increase of 7.39% from 2025 [4] - Dongfeng Motor targets 3.25 million units for 2026, with over 30% year-on-year growth, focusing on new energy vehicles and exports [6] - Changan Automobile sets a goal of 3.3 million units for 2026, a 13.3% increase, with a strong emphasis on new energy vehicle sales [8] Group 3 - SAIC Motor's sales target for 2026 is projected between 4.5 million and 5 million units, reflecting a pragmatic approach [10] - BAIC Group aims for 2.2 million units in 2026, with a focus on new energy products and smart technology [12][13] - GAC Group's sales in Q4 2025 reached 537,800 units, showing a significant quarter-on-quarter increase of 25.56% [16] Group 4 - Chery aims for a sales target of 3.2 million units in 2026, a 14.03% increase from 2025, with plans to launch 17 key models [20] - BYD achieved a record of 4.602 million units in 2025 and plans to sell 1.3 million vehicles overseas in 2026, a 24.3% increase [22][23] - Geely targets 3.45 million units for 2026, a 14% increase, with a focus on new energy vehicle launches [25][26] Group 5 - Great Wall Motors sets a target of 1.8 million units for 2026, a 36% increase from 2025, supported by new technology [28][29] - Li Auto aims for 550,000 units in 2026, with a growth plan of approximately 40% [31] - NIO's sales target for 2026 is between 456,000 and 489,000 units, with plans to expand its battery swap station network [33] Group 6 - XPeng Motors targets 550,000 to 600,000 units for 2026, with a growth rate of approximately 28% to 39.7% [36] - Leap Motor aims for a sales target of 1.05 million units in 2026, a 67.5% increase, with plans to launch four new models [38] - Xiaomi Auto sets a target of 550,000 units for 2026, a 34% increase, focusing on technology development and user experience [40] Group 7 - Harmony Smart aims for over 1 million units in 2026, with plans to launch more than 10 new models [43]

Core Viewpoint - The domestic commercial vehicle market is experiencing strong growth, particularly in the new energy vehicle (NEV) segment, driven by policies promoting vehicle updates and the increasing penetration of NEVs in the market [1][5]. Group 1: Commercial Vehicle Market Analysis - In January 2023, domestic commercial vehicle sales reached 200,000 units, a year-on-year increase of 19%, marking a new high for January in recent years [1][5]. - The total sales of commercial vehicles in 2025 are projected to reach 3.1 million units, representing a 9% year-on-year growth compared to 2022 [5]. - The penetration rate of NEVs in commercial vehicles is expected to reach 29% by 2025, indicating a robust growth trend [1][11]. Group 2: New Energy Commercial Vehicle Sales - In January 2026, NEV commercial vehicle sales are anticipated to hit 50,000 units, a 63% increase year-on-year, despite a 64% month-on-month decline [1][6]. - The total sales of NEV commercial vehicles in 2024 are projected to be 579,000 units, reflecting an 84% year-on-year growth [6]. - The NEV penetration rate in commercial vehicles reached 26% in January 2026, a 7 percentage point increase compared to the same period last year [11]. Group 3: NEV Penetration Rate - The penetration rate of NEVs in commercial vehicles was around 3% from 2019 to 2021, increasing to 9% in 2022, 11% in 2023, and expected to reach 20% in 2024 [11]. - The NEV penetration rate for trucks in January 2026 is 21%, while for buses, it is 54%, both showing significant improvements [13]. - The NEV penetration rate for heavy trucks is projected to reach 34%, and for light trucks, it is expected to be 20% [13]. Group 4: Market Structure and Competition - The commercial vehicle market is primarily supported by light and heavy truck manufacturers, with companies like Foton, Wuling, and Sinotruk leading in sales [14]. - The market share of heavy trucks is particularly strong in regions like Southwest and South China, with NEV heavy trucks showing good penetration rates [15][16]. - The light truck market is also seeing strong performance in regions such as Southwest and Northwest, with increasing growth in the South China market [17][18].

Core Viewpoint - The CEO of XPeng Motors, He Xiaopeng, emphasizes the company's strategic focus on "steady progress and breaking through" in the new decade of physical AI, aiming to achieve mass production of advanced humanoid robots and other AI technologies by 2026 [1][2][3] Group 1: Physical AI and Product Development - XPeng aims to become the first company globally to mass-produce advanced humanoid robots, with the new generation IRON robot set to start production by the end of 2026 [4][12] - The company plans to launch multiple new models in 2026, including three super-extended range products in the first quarter, to capture various core market segments [31][43] - The second-generation VLA model will be launched with Volkswagen as the first customer, marking a significant step towards full autonomous driving [27][41] Group 2: Sales and Global Expansion - In 2025, XPeng achieved a record sales volume of 429,445 units, a 126% year-on-year increase, and aims to double its overseas sales in 2026, targeting 100,000 units by 2030 [7][32][45] - The company plans to introduce at least four new models to international markets in 2026, focusing on key markets such as Israel, Germany, Norway, Thailand, and France [8][45] - XPeng's overseas delivery volume exceeded 45,000 units in 2025, representing a 96% increase, positioning it as a leader among Chinese electric vehicle manufacturers in international markets [7][32] Group 3: Talent Strategy - XPeng plans to increase its global workforce by 8,000 in 2026, with a focus on recruiting 5,000 campus talents and emphasizing internal talent development [11][36] - The company aims to integrate AI capabilities across all employees, making AI a core competency rather than just a technical department's responsibility [11][36] Group 4: Quality and Operational Excellence - XPeng is committed to enhancing product quality across all aspects, including design, craftsmanship, technology, and user service, to establish a strong brand reputation [47] - The company emphasizes the importance of building a robust global supply chain and operational capabilities to support its international expansion and maintain product quality [35][47]