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经营效率和盈利能力双提升 吉利汽车上调2025年销量目标至300万辆
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-05 14:18
Core Insights - Geely Automobile Holdings Limited reported a significant increase in June sales, with passenger vehicle sales reaching 236,036 units, a year-on-year growth of 42%, marking ten consecutive months of sales exceeding 200,000 units. Cumulatively, the group sold 1,409,180 units in the first half of the year, representing a 47% increase [1][4]. Financial Performance - In Q1 2025, the company achieved a revenue of 72.5 billion yuan, reflecting a 25% year-on-year increase. The net profit attributable to shareholders was 5.67 billion yuan, showing a remarkable growth of 264%. The gross profit margin improved significantly, reaching 15.8% with a total gross profit of 11.4 billion yuan [1][4]. Operational Efficiency - The strong sales performance is attributed to enhanced operational efficiency and profitability, allowing the company to invest more in research and development to improve product quality. Cost reductions through technological innovation and process optimization have also contributed to increased sales [4][6]. Strategic Initiatives - The improvement in operational efficiency and profitability is largely credited to the "Taizhou Declaration" strategy and the "Smart Geely 2025" initiative, which have enabled business integration across brands like Geely, Geely Galaxy, Lynk & Co, and Zeekr. These brands are focusing on user needs and clear brand positioning to compete effectively in the market [4][6]. AI and Technology Development - Geely has completed a comprehensive AI integration, enhancing its core competitiveness through advancements in intelligent driving technology and battery systems. The company recently launched the Starry AI Cloud Power 2.0 and the Thor AI Hybrid 2.0, which focus on energy efficiency, performance, and safety [6]. Sales Target Adjustment - Based on strong sales performance in the first half of the year, Geely has raised its annual sales target by approximately 11%, from 2.71 million to 3 million units, achieving a target completion rate of 47%. The Geely Galaxy brand aims to reach a sales target of 1 million units, with June sales reaching 90,222 units, a 202% increase [9]. Future Product Launches - In the second half of the year, Geely plans to launch six new electric vehicle models and will continue to focus on high-value innovative technologies in AI and automotive safety, aiming to create long-term value and promote sustainable development in the automotive industry [9].
吉利汽车系列十七:智驾战略叠加新品周期,份额持续提升【国信汽车】
车中旭霞· 2025-03-28 01:14
核心观点 吉利汽车2024全年收入高速增长,实现营收2402亿元,同比增长34%;归母净利润166亿元,同比增长213% 吉利汽车2024全年实现营收2401.94亿元(+34.03%),连续四年保持营收高速增长。其中2024四季度单季度营业收入 达到725.10亿元,保持连续三季度环比正增长。2024年归母净利润166.32亿元,同比增长213.32%;2024年扣非后归母 净利润85.23亿元,同比增长52%。2024年第四季度,公司单季度归母净利润35.79亿元,环比增长41.57%。2024年公司 毛利率15.9%;期间费用率为11.91%。 2024年公司旗下各品牌均有突破,联营公司运行良好 总销量217.7万辆,同比增长32%,其中新能源车型占比达41%(12月单月渗透率58.6%);新能源销量同比激增92%; 自主燃油车持续领跑。全球化战略加速推进,出口销量41.5万辆,同比大涨57%,占总销量19%。公司整车业务收入达 2030.61亿元(同比增长36%),单车收入提升至10.74万元。吉利品牌全年销量达167万辆(同比增长27%),其中新 能源品牌"吉利银河"销量49.4万辆(同比提升80% ...