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赛力斯(601127):Q2销量同环比增长 H1业绩表现亮眼
Xin Lang Cai Jing· 2025-07-13 08:33
递交H 股上市申请,强势开启国际化新征程。4 月28 日,公司向港交所提交主板上市申请,拟赴港 IPO。根据招股书,赛力斯已在欧洲、中东、美洲和非洲的多个国家展开布局,通过自建、反向合资、 战略合作、兼并收购等方式加速海外销售网络布局与本地化生产能力建设;并拟将募资净额用于增加产 品研发投入,进一步丰富产品组合,并积极拓展国际市场,开启国际化新征程。 Q2 销量同环比高增,M8 垂直上量推动利润释放。问界系列Q2 销量10.7 万台,同/环比分别 +8.4%/+136.5%。其中,问界M9 Q2 销量约3.9 万台,M8 Q2销量超4.0 万台,共同为利润增长注入动 能。问界M8 自2025 年3 月开启预售以来,上市38 天小订12 万辆。4 月16 日,问界M8 正式上市,34 天实现大定订单突破8 万台。4 月20 日,问界M8 开始了大规模交付流程,截至7 月8日,问界M8 的累 计交付量已超过4 万台,M8 垂直上量推动业绩释放。 锚定高端赛道,定义豪华新标杆,构建盈利韧性护城河。根据杰兰路2025 年度上半年新能源汽车品牌 健康度研究,问界登顶"发展信心指数"第一名,获得"超强信心"评级。同时,问 ...
赛力斯(601127):新车周期势能强劲 出海&业务多元化发展可期
Xin Lang Cai Jing· 2025-07-02 10:24
Group 1 - The company reported June sales of 46,100 new energy vehicles, with year-on-year and month-on-month growth of 4.44% and 15.27% respectively, while the sales of the Seres brand reached 43,500 units, with year-on-year and month-on-month growth of 4.81% and 19.21% respectively [1] - The new vehicle cycle is strong, with the launch of the new M9 and M8 models reigniting growth. The AITO M8 began pre-sales in March 2025, surpassing 120,000 orders shortly after, and has delivered over 30,000 units within 58 days of its official launch [1] - The company is positioned as a high-end luxury brand, with the AITO M9 achieving cumulative deliveries of over 200,000 units, setting a new record for luxury vehicles priced above 500,000 yuan in China, and maintaining its position as the top-selling luxury car in this price range for 15 consecutive months [1] Group 2 - The company submitted an application for an H-share listing on April 28, aiming for an IPO in Hong Kong. It has expanded its presence in Europe, the Middle East, the Americas, and Africa through various strategies, including self-built operations and strategic partnerships [2] - The company expects to achieve revenue of 191.9 billion, 228.6 billion, and 255.7 billion yuan from 2025 to 2027, with net profit attributable to shareholders projected at 9.8 billion, 12 billion, and 13.6 billion yuan respectively, maintaining a "strong buy" rating [2]
极氪品牌第50万台量产车正式下线
Ren Min Wang· 2025-06-16 05:27
市场风云变幻,唯有产品力才能穿越周期,而极氪正是以产品力为核心竞争力,以产品价值实现突破。 以极氪009光辉为例,自发布以来,中国每销售两台四座超豪华产品,就有一台是009光辉。极氪009家 族更是成为纯电MPV、40万以上MPV、40万以上纯电全品类"三料销冠"。 极氪001更是将小众猎装车发展为大众市场,累计交付近30万台,全球每10辆猎装车就有7辆是极氪 001,并蝉联25万以上中国品牌纯电销冠,近日又凭借中国原创猎装美学,荣获中国外观设计金奖。 极氪最新打造的全球超豪华SUV新旗舰极氪9X与四座超豪华旗舰极氪009光辉典藏版组成 "中国豪华双 旗舰"。 极氪持续引领高端豪华新能源市场,背后是强大的技术自研能力。依托吉利近30年打造的全球化体系和 资源协同优势,极氪截至2024年累计研发投入超235亿元,成为行业内拥有整车架构、电子电气架构、 三电、智能辅助驾驶、智舱等产业链核心技术的全栈自研与软硬结合创新能力的车企。 6月16日,极氪品牌第50万台量产车在杭州湾极氪5G智慧工厂正式下线。从2021年10月第1台极氪001量 产下线,到今日第500000台量产车极氪009光辉和第500001台量产车极氪 ...
冲击年销71万辆目标!极氪科技集团对管理团队分工进行调整
Mei Ri Jing Ji Xin Wen· 2025-05-07 02:56
Group 1 - The core point of the article is the restructuring of the management team at Zeekr Technology Group, which reflects the company's strategic adjustments following the merger with Lynk & Co [1][2] - Zeekr Technology Group aims to become a leading global high-end luxury electric vehicle group, with plans to adjust product and technology strategies for both Zeekr and Lynk & Co brands [2] - The management changes indicate that Zeekr Technology Group is facing market pressure amid intense competition [2] Group 2 - For 2025, Zeekr Technology Group has set a sales target of 710,000 units, with Lynk & Co aiming for 390,000 units and Zeekr for 320,000 units, representing a 40% year-on-year growth [5] - In April, Zeekr Technology Group sold 41,316 vehicles, marking an 18.7% year-on-year increase and a 1.5% month-on-month increase, with Zeekr brand sales at 13,727 units and Lynk & Co at 27,589 units [5] - From January to April, the cumulative sales reached 165,300 units, achieving 23.28% of the annual target, with Zeekr brand at 55,000 units (17.19% of its target) and Lynk & Co at 110,400 units (28.31% of its target) [5] Group 3 - Zeekr Technology Group plans to launch five new products in 2025, including three new models for the Zeekr brand, such as the Zeekr 007 GT and two super electric hybrid products [5] - The Zeekr 007 GT has already been launched, priced between 202,900 to 232,900 yuan, while the flagship SUV Zeekr 9X made its global debut at the Shanghai Auto Show [5] - Lynk & Co will introduce two new models, including the Lynk 900 and an EM-P plug-in hybrid product, with the Lynk 900 targeting a top-three position in the mid-large SUV market [6]
极氪徐云:开发极氪9X最大的挑战是如何平衡布置效率以及重量|车展对话
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-30 11:45
以四周年为起点,极氪迈入2.0品牌发展阶段,开启品牌的"全面向上"发展。 上海车展上,极氪亮相了旗下首款超级电混车型——极氪9X。这台车定位在40万以上、主打高端豪华SUV。 极氪9X,全栈采用900V高压架构,搭载6C骁遥电池,电池电量从20%充到80%只需要9分钟;动力上,新车采用了浩瀚超级电 混,其2.0T电混发动机,功率205千瓦,前后两个电机功率分别为290千瓦和370千瓦,百公里加速在3秒级,而且亏电下零百加 速成绩与满电状态仅差0.2秒。 同时,它还是全球首个同时搭载闭式双腔空气悬架和双阀CCD的SUV,可以提供110mm的悬挂举升,最大离地间隙288mm。 | ZEEKR 9X 8大全球之最 1项中国首发 | | | | --- | --- | --- | | 全球首款 [ 全栈900V高压架构 ] 超级电混 | 全球 [ 最低能耗 ] 全尺寸SUV | 全球SUV首搭 [闭式双腔闭式空气悬架+双阀CCD电磁减振系统 ] | | 全球 [ 纯电续航里程最长 ] 电混SUV | 全球 [ 加速最快 ] 电混SUV | 全球首发 [5激光雷达,双Thor芯片&算力1400 TOPS J | | 全 ...