中国星汽车

Search documents
破茧与重构:“一个吉利” 引领行业价值重估
Feng Huang Wang Cai Jing· 2025-07-20 07:57
吉利迎来回归"一个吉利"行动计划的战略关键落子。7月15日晚间,吉利汽车控股有限公司 (0175.HK)与极氪智能科技有限公司(ZK.NYSE)正式签署合并协议,吉利汽车将收购极氪已发行的 全部股份。 交易完成后,吉利汽车对极氪的持股比例将提升至 100%,极氪也将从纽交所退市,成为吉利汽车的全 资子公司。 在周期性浪潮中,吉利通过回归 "一个吉利",将分散的帆重新调整角度,化作穿越周期的合力。 从市场反馈与行业发展趋势来看,吉利汽车过往价值被严重低估,此次私有化极氪有望成为其价值重估 的关键转折点。 这预示着行业竞争的新转向,为中国汽车行业的价值回归之路带来了新的曙光与方向。 当单一技术突破的边际效益递减,当全产业链掌控的成本压力逐渐显现,吉利选择以 "一个吉利" 行动 计划重构游戏规则:不是在别人划定的赛道上加速,而是重新定义赛道的边界。 私有化极氪,撬动价值重估的杠杆 从估值角度而言,吉利汽车为极氪私有化给出的报价,充分彰显了其对极氪价值的认可。 每股极氪股份 2.687 美元或每股美国存托股票(ADS)26.87 美元,这一价格较极氪于非约束性报价函 最后交易日收盘价溢价约 18.9%,较截至非约束性 ...
吉利汽车(00175.HK):上调全年销量目标 预计规模效应将促进盈利能力提升
Ge Long Hui· 2025-07-07 19:14
Group 1 - Geely Auto raised its annual sales target by 10.7% from 2.71 million to 3 million units, reflecting the company's confidence in its growth for the year [1] - In June, Geely's total sales reached 236,000 units, a year-on-year increase of 42.1% and a month-on-month increase of 0.4% [1] - New energy vehicle sales in June were 122,400 units, showing a year-on-year growth of 85.5%, although there was a month-on-month decrease of 11.3% [1] Group 2 - The sales of the Geely brand in June were 193,000 units, representing a year-on-year increase of 58.8% and a month-on-month increase of 2.3% [2] - Geely Galaxy's sales in June reached 90,200 units, a significant year-on-year increase of 201.8%, despite a month-on-month decrease of 11.4% [2] - The Galaxy A7, featuring advanced technology and competitive pricing, is expected to boost the sales of Geely's new energy vehicles further [2] Group 3 - Zeekr brand sales in June were 16,700 units, a year-on-year decrease of 16.9% and a month-on-month decrease of 11.7% [3] - Lynk & Co brand sales in June were 26,300 units, showing a year-on-year increase of 7.7% but a month-on-month decrease of 4.8% [3] - The introduction of the Zeekr 9X, featuring innovative hybrid technology, is anticipated to positively impact Zeekr's sales in the upcoming quarters [3]