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李书福重塑吉利:资源集中、管理分权
21世纪经济报道记者 焦文娟 广州报道 从拟合并邀约到官宣人事任命,吉利汽车控股有限公司(0175.HK)与极氪智能科技有限公司(NYSE: ZK)仅用了8天。 "时间不等人,现在的市场环境对吉利汽车而言,已经没有容错空间。"吉利汽车控股有限公司执行董事 兼行政总裁桂生悦在5月15日的2025年Q1财报业绩会上解释。 目前,吉利已进入"整合攻坚期",吉利私有化极氪,是吉利控股董事长李书福归拢资源、重塑吉利新版 图最关键的一步。 合并后,吉利汽车集团内部将成立银河事业部和极氪事业部,旗下将有四大主力品牌:极氪品牌(全球 豪华科技)、领克品牌(全球高端新能源)、银河品牌(主流新能源)以及中国星(主流燃油品牌)。 从2010年迎娶沃尔沃后,吉利开启品牌扩张期,到2023年2月,伴随吉利最后一个品牌扩张动作——吉 利银河系列成立,14年间,吉利已经拥有多达16个品牌,立志成为"新能源时代的大众"。 但随着新能源淘汰赛来临、经济环境日益复杂,桂生悦称,"吉利汽车只有改变过去品牌小而散、散而 乱的形象,进行深度整合,把公司的资源凝聚成一个拳头,才有可能在激烈的竞争中获得胜利。" 他回顾,"吉利的整合已持续一年多",在供应 ...
汽车早餐 | 吉利控股开启轮值总裁制度,戴庆担任首任轮值总裁;理想汽车回应李想年薪6.39亿元;丰田预计新财年净利润将减少超三成
Group 1: Automotive Trade and Market Performance - In March 2025, the total import and export value of automotive goods reached $23.82 billion, a month-on-month increase of 32.1%, but a year-on-year decrease of 0.2% [1] - In April 2025, the retail sales of passenger cars in China reached 1.791 million units, a year-on-year increase of 17%, while cumulative retail sales for the year reached 6.918 million units, up 9% year-on-year [2] - The retail sales of new energy vehicles in April 2025 were 922,000 units, a year-on-year increase of 37%, with a penetration rate of 52.3% [2] Group 2: Company Financials and Projections - Toyota expects a 34.9% year-on-year decline in net profit for the fiscal year 2025 due to U.S. tariff policies, estimating a sales loss of up to ¥180 billion (approximately $1.25 billion) for April and May [3] - BMW Group reported Q1 2025 total revenue of €33.758 billion, a year-on-year decrease of 7.8%, with a net profit of €2.173 billion, down 26.4% [6] - Lucid delivered 3,109 vehicles in Q1 2025, maintaining its annual production forecast of nearly 20,000 vehicles [5] Group 3: Corporate Developments and Innovations - Rivian announced a $120 million investment to strengthen its supply chain by building a supplier park near its factory in Normal, Illinois [7] - Geely Holding has implemented a rotating presidency system, with former COO Dai Qing as the first rotating president, aimed at enhancing management efficiency and fostering collaboration [10] - The new model of Zhiji Auto, the L6, has received 24,000 pre-sale orders, with a price range of ¥219,900 to ¥289,900 [11] Group 4: Regulatory and Safety Issues - Volvo is recalling over 413,000 vehicles in the U.S. due to potential issues with rearview camera images not displaying [4] - CATL announced that its Tianxing series batteries have passed the new national standard tests, becoming one of the first commercial power batteries to meet the GB 38031-2025 safety requirements [12] - SAIC-GM Wuling expects solid-state batteries to be available in vehicles by 2027, indicating progress in battery technology [13]