Core Viewpoint - Geely Auto is undergoing significant restructuring, including the planned acquisition of Zeekr, which aims to fully integrate the two companies and enhance operational efficiency in the high-end electric vehicle market [1][3][10]. Group 1: Company Strategy and Restructuring - Geely Auto's recent quarterly earnings meeting included discussions on the merger with Zeekr, marking a shift towards a unified strategy called "One Geely" [1][3]. - The merger will result in key executive changes, with An Conghui becoming the CEO of Geely Holding Group and Gan Jiayue taking over as CEO of the merged Geely Auto [1][3]. - The strategic integration aims to streamline operations and improve management efficiency, which is seen as essential in the competitive Chinese automotive market [7][13]. Group 2: Financial Performance - In Q1 2025, Zeekr Technology Group reported total revenue of 22.019 billion yuan, with vehicle revenue of 19.096 billion yuan, reflecting a year-on-year growth of 16.1% [10][11]. - The gross margin for Zeekr's vehicles reached 21.2%, an increase of 7.2 percentage points year-on-year, indicating improved profitability [11]. - The merger is expected to yield significant cost savings, with projected reductions in procurement costs by 3% and enhancements in R&D efficiency by 10-20% [13]. Group 3: Market Position and Product Strategy - Zeekr has established itself as a strong player in the high-end electric vehicle segment, with the Zeekr 001 achieving over 70,000 deliveries in its first full year [3][4]. - The recent launch of the Zeekr 007GT at a lower price point than expected, despite its higher production costs, showcases the brand's competitive pricing strategy [15]. - Future product launches include the Zeekr 9X and Zeekr 8X, targeting the premium market segment, while the Lynk & Co Z10 will cater to a more budget-conscious audience [17][18].

吉利控股李东辉："一个吉利"战略整合后预计每年将节约研发费用数十亿元 智通财经5月15日电，吉利控股集团CEO、吉利汽车控股有限公司副主席及执行董事李东辉表示，吉利 汽车与极氪实现完全合并后，目前内部测算每年将节约研发费用数十亿元以上，在联合采购方面通过去 年的一些初步尝试，在原本预算基础上额外的节约几十亿的采购金额。此外，在人力、财务、法务等管 理部门也将见到显著的效果。（智通财经记者 刘阳） ...