Core Insights - Geely has set ambitious goals to become a global leader in smart vehicles by 2030, aiming to rank among the top five global automakers in terms of sales [1] - The company reported record sales, revenue, and profitability in 2025, demonstrating strong market competitiveness and a commitment to technological advancement [2][3] Group 1: Financial Performance - In 2025, Geely's sales exceeded 3 million units, marking a 39% year-on-year increase, surpassing its annual sales target [2] - Total revenue reached 345.2 billion RMB, a 25% increase year-on-year, achieving a historical high [2] - Core net profit attributable to shareholders was 14.41 billion RMB, up 36% year-on-year, indicating high-quality growth [2] Group 2: Strategic Partnerships and Technological Advancements - Geely announced a strategic partnership with NVIDIA to collaborate on physical AI, enterprise AI, and industrial AI, aiming to create a comprehensive ecosystem for smart vehicles [3] - The partnership will lead to the launch of the world's first super intelligent vehicle, integrating smart cockpit, assisted driving, and digital ecosystems, set to debut in the Zeekr 8X model [3][4] Group 3: Brand Integration and Market Positioning - Geely has successfully integrated its three brands—Geely, Lynk & Co, and Zeekr—eliminating resource duplication and enhancing operational efficiency across the value chain [6] - The Galaxy brand saw a 150% increase in sales, reaching 1.236 million units, solidifying its position as the second-best-selling new energy brand in China [6] - Geely is expanding its global footprint by accelerating electric vehicle exports and deepening strategic partnerships, such as its investment in Renault Brazil [6] Group 4: AI and Future Outlook - Geely has established a comprehensive AI system that integrates artificial intelligence throughout the vehicle lifecycle, moving beyond traditional applications in cockpit and autonomous driving [7] - The company has set a new sales target of 3.45 million units for 2026, focusing on AI technology, energy diversification, luxury experience upgrades, and international expansion [7]

Core Insights - Geely Automobile Holdings Limited reported a record total revenue of 345.2 billion yuan for 2025, representing a 25% year-on-year increase, with core net profit rising by 36% to 14.41 billion yuan, indicating high-quality growth [1] - The company achieved a total sales volume of 3.025 million vehicles in 2025, a 39% increase, exceeding its adjusted target of 3 million units [1] - Geely's cash reserves increased by 46% to 68.2 billion yuan, allowing for a proposed dividend increase of 51.5% to 0.5 HKD per share [1] Revenue and Profit Growth - Total revenue reached 345.2 billion yuan, a 25% increase year-on-year, marking a historical high [1] - Core net profit after excluding foreign exchange impacts was 14.41 billion yuan, up 36% year-on-year, indicating a higher growth rate than revenue [1] - Gross profit increased to 57.3 billion yuan, also a 25% year-on-year rise [1] Sales Performance - Total vehicle sales reached 3.025 million units, a 39% increase, surpassing the revised target of 3 million units [1] - New energy vehicle sales exceeded 1.68 million units, a significant 90% increase, placing Geely among the top tier in new energy development [1] - In the first two months of 2026, Geely sold 476,000 vehicles, maintaining the industry's leading position [1] Brand Strategy and Market Positioning - The "One Geely" strategy was further deepened, integrating Zeekr and enhancing brand positioning across mainstream, high-end, and luxury markets [3] - Zeekr brand sales surpassed 224,000 units in 2025, with a record monthly sales of over 30,000 units in December [3] - Lynk & Co maintained strong growth with annual sales of 350,000 units, a 23% increase [5] New Energy and Technological Advancements - Geely Galaxy became a significant growth driver, achieving 1.24 million units in sales, a 150% increase [7] - The company launched the first full-domain AI technology system in the industry, marking a significant milestone in its smart and electric vehicle strategy [10] - Geely's advancements in battery technology include the ShenDun battery with industry-leading safety and fast-charging capabilities [14] Global Expansion and Market Penetration - Geely's overseas sales reached 420,000 units in 2025, with over 120,000 units being new energy vehicles, reflecting a strong global competitive advantage [17] - The brand entered 13 new markets in 2025, expanding its presence in Europe and high-potential markets in South America and Africa [19] - Geely's localization efforts included the launch of a CKD factory in Egypt and the production of new energy vehicles in Indonesia [20] Environmental, Social, and Governance (ESG) Initiatives - Geely was included in the S&P Global "Sustainability Yearbook 2026," being the only Chinese automaker among 88 selected manufacturers [22] - The company achieved a 25.5% reduction in carbon emissions per vehicle compared to 2020, exceeding its carbon reduction targets [22] - Geely continues to lead in ESG rankings, being recognized as the top Asian automaker in the Lead the Charge automotive supply chain ESG ranking [22]

Core Viewpoint - Geely Automobile Holdings Limited reported a significant increase in revenue and profits for the year 2025, indicating strong growth and a successful strategic direction in both domestic and international markets [2][3]. Financial Performance - Geely's revenue for 2025 reached RMB 345.2 billion, a 25% increase from RMB 275.9 billion in the previous year [3][4]. - Other income surged to RMB 6.17 billion, up 449% from RMB 1.12 billion year-on-year [2][4]. - Gross profit for 2025 was RMB 57.3 billion, reflecting a 25% growth from RMB 45.8 billion in 2024 [4]. - The net profit attributable to the parent company was RMB 16.85 billion, a slight increase from RMB 16.81 billion, while the core net profit grew by 36% to RMB 14.41 billion [4][5]. Sales Performance - Total vehicle sales for 2025 reached 3.025 million units, a 39% increase from 2.176 million units in 2024 [5]. - New energy vehicle sales exceeded 1.68 million units, contributing significantly to overall sales growth [5]. - The fuel vehicle segment also showed resilience, with sales of the Geely China Star reaching 1.21 million units, a 3% increase [6]. Strategic Developments - Geely is deepening its "One Geely" strategy, completing the integration with Zeekr, which enhances its brand portfolio across mainstream, high-end, and luxury markets [7]. - The Zeekr brand achieved sales of over 224,000 units in 2025, with a monthly sales record of over 30,000 units in December [8]. - Geely's international expansion included entering 13 new markets, with a total of over 1,200 sales outlets in 88 countries by the end of 2025 [11]. Future Outlook - Geely aims for a sales target of 3.45 million units in 2026, with plans to launch multiple new products across various market segments [12]. - The company is enhancing its global manufacturing capabilities, with new plants in Egypt and Indonesia, and ongoing localization efforts in key markets [11].

本档包含对吉利汽车控股有限公司（"本公司"）以及本公司的子公司和关联公司（与本公司合称为"本集团"）一般经营计划和战略的前瞻监院 述。前瞻性陈述通常包含"将"、"预期"和"期望"以及其它类似词语。就其本质而言，前瞻性陈达具有一定风险和不确定性，因为其涉及将在 未来发生的事件和情况。许多因素都会导致实际结果与前瞻性陈述出现重大差异，包括本公司未来经营的变化与发展，竞争环境、落实经营战略及 措施的能力，应对技术变革的能力，以及本集团经营所在市场的政治、经济、规管及社会状况。本公司没有任何对这些前瞻性陈述进行更新或修改 以反映未来事件或发展的义务。 2025年全年业绩 吉利汽车控股有限公司 （于开曼群岛注册成立之有限公司） 股票代号： 175（ 港币柜台 ）及 80175（ 人民币柜台 ） 2026/03/18 重要告示 本档之内容仅作演示用途，而任何其他人士不应利用或依赖相关信息。本档亦不应被视为替代阁下作出判断。阁下应单独负责对本演示材料之讨论 要点作独立调查及评估，吉利汽车控股有限公司对本演示材料之内容的准确性、完整性、可靠性服不作任何表示或保证。未经我方事先同意、不得 复制及/或份发本演示材料之内容。吉利汽 ...

Core Insights - Geely Automobile Holdings Limited reported a record total revenue of 345.2 billion yuan for 2025, marking a 25% year-on-year increase, with core net profit rising 36% to 14.41 billion yuan, indicating high-quality growth [1] - The company plans to increase its dividend by 51.5% to 0.5 HKD per share, totaling 5.39 billion HKD, reflecting its commitment to sharing growth with shareholders [1] - Geely's total sales reached 3.025 million units in 2025, a 39% increase, with new energy vehicle sales exceeding 1.68 million units, up 90%, solidifying its position in the industry [1] Financial Performance - Total revenue for 2025 was 345.2 billion yuan, a 25% increase year-on-year [1] - Core net profit reached 14.41 billion yuan, reflecting a 36% growth [1] - Total cash reserves increased by 46% to 68.2 billion yuan, indicating strong liquidity [1] Sales and Market Position - Geely's total sales for 2025 were 3.025 million units, exceeding the adjusted target of 3 million units [1] - New energy vehicle sales reached 1.68 million units, marking a 90% increase and positioning Geely among the top players in the sector [1] - In the first two months of 2026, Geely maintained its industry-leading position with sales of 476,000 units [1] Strategic Developments - The "One Geely" strategy was further deepened in 2025, integrating Zeekr to create a comprehensive brand portfolio across mainstream, high-end, and luxury markets [3] - The Zeekr brand achieved sales of 224,000 units in 2025, with significant monthly sales milestones [4] - Lynk & Co maintained a growth trajectory with annual sales of 350,000 units, a 23% increase [6] Technological Advancements - Geely launched its first comprehensive AI technology system in 2025, enhancing its capabilities in smart and electric vehicle technology [12] - The company achieved significant advancements in battery technology, including the ShenDun JinZhuan battery and the upcoming all-solid-state battery [16] - Geely's AI-assisted driving system has gained global recognition, with successful deployments and partnerships [14] Global Expansion - Geely's overseas sales reached 420,000 units in 2025, with over 120,000 units being new energy vehicles, reflecting a strong international presence [20] - The company entered 13 new markets in 2025, expanding its global footprint significantly [22] - Geely's global manufacturing capabilities were enhanced with the launch of new plants in Egypt and Indonesia [22] Sustainability and ESG Initiatives - Geely was included in the S&P Global "Global Sustainability Yearbook 2026," highlighting its leadership in ESG practices [25] - The company achieved a 25.5% reduction in carbon emissions per vehicle compared to 2020, exceeding its carbon reduction targets [25] - Geely aims to launch multiple new products in 2026, targeting a total sales goal of 3.45 million units [25]

Core Viewpoint - Geely Automobile reported a significant increase in revenue and vehicle sales for the year ending December 31, 2025, driven by its successful transformation in the new energy and smart vehicle sectors [1][3] Financial Performance - The company achieved a revenue of 345.23 billion RMB, a year-on-year increase of 25% [1] - Profit attributable to shareholders was 16.85 billion RMB, reflecting a slight increase of 0.24% year-on-year [1] - Basic earnings per share were 1.67 RMB, with a proposed final dividend of 0.5 HKD per share [1] Vehicle Sales and Market Strategy - Geely sold a total of 3.02 million vehicles in 2025, a 39% increase year-on-year, exceeding the revised target of 3 million units [1] - Domestic wholesale volume increased by 48% to 2.60 million units, while export wholesale volume rose by 1% to 420,100 units [1] New Energy Vehicle (NEV) Development - The Geely Galaxy brand saw a 150% increase in sales to 1.24 million units, making it the second-largest NEV brand in China [2] - The Lynk & Co brand achieved sales of 350,500 units, a 23% increase, with 65% of sales coming from NEV products [2] - The premium NEV brand Zeekr sold 224,100 units, a 1% increase, with the Zeekr 9X becoming a top seller in the high-end SUV segment [2] Market Position and Future Outlook - In 2025, Geely's NEV sales are projected to grow by 90% to 1.69 million units, accounting for 56% of total sales, positioning the company as the second-largest NEV seller globally [2] - The company benefited from economies of scale, cost efficiencies from its new energy architecture, and the introduction of high-end products, leading to a gross profit increase of 25% and a gross margin of 16.6% [3]

Core Viewpoint - Geely Automobile reported a revenue of 345.23 billion RMB for the year ending December 31, 2025, marking a 25% year-on-year increase, with a profit attributable to shareholders of 16.85 billion RMB, a slight increase of 0.24% [1] Group 1: Financial Performance - The company achieved a basic earnings per share of 1.67 RMB and proposed a final dividend of 0.5 HKD per share [1] - Gross profit increased by 25% year-on-year, with a gross margin of 16.6%, reflecting a slight rise of 0.1% despite intense price competition in the industry [3] Group 2: Sales and Market Performance - Total vehicle sales reached 3.02 million units, a 39% increase year-on-year, exceeding the revised target of 3 million units [1] - Domestic wholesale volume grew by 48% to 2.60 million units, while export wholesale volume increased by 1% to 420,100 units [1] Group 3: New Energy Vehicle (NEV) Development - The mainstream NEV brand, Geely Galaxy, launched several successful models, contributing to a 150% year-on-year increase in sales to 1.24 million units, securing the second position in China's NEV brand sales [2] - The mid-to-high-end brand Lynk & Co saw sales rise by 23% to 350,500 units, with NEV products accounting for 65% of total sales [2] - The luxury NEV brand Zeekr maintained its growth, with annual sales of 224,100 units, a 1% increase, and its model Zeekr 9X became a top seller in the large SUV segment priced above 500,000 RMB [2] Group 4: Strategic Focus - The company continues to balance the development of both fuel and NEVs, enhancing the intelligence of fuel vehicles to maintain sales growth amid rising NEV penetration in China [1] - Geely is accelerating its NEV exports to diversify its global market presence [1]

Core Viewpoint Geely Auto Group has demonstrated significant growth in both domestic and international markets, particularly in the new energy vehicle (NEV) segment, with a focus on high-end product offerings and user value enhancement. Group 1: Sales Performance - Geely Auto Group ranked first in vehicle sales with 206,160 units delivered, followed by BYD with 187,782 units and Chery Group with 160,765 units [1] - In February, NEV sales reached 117,488 units, marking a 19% year-on-year increase, while cumulative NEV sales for January-February reached 241,740 units, up 10% [2] - Geely's global luxury tech brand Zeekr sold 23,867 units in February, achieving a 70% year-on-year growth [5] Group 2: Product Development and Launches - Geely is expanding its high-end product matrix, with the Zeekr 8X SUV set to launch in Q2, featuring advanced driving assistance systems [5] - The Geely Galaxy brand has seen strong sales, with the Galaxy E5 surpassing 250,000 units and the Galaxy M7 making its global debut in Milan [7] - The Geely China Star brand sold 81,809 units in February, with the high-end series contributing 25,458 units [9] Group 3: International Expansion - Geely's overseas sales reached 60,879 units in February, a substantial increase of 138% year-on-year, with NEV exports accounting for 40,852 units, or 67% of total overseas sales [10] - The launch of the Galaxy Starship 7 EM-i in Greece and the introduction of multiple models in Uzbekistan signify Geely's commitment to expanding its international footprint [12] - Geely has established a robust after-sales network in Uzbekistan, aiming for 100% coverage in core cities over the next three years [12] Group 4: Sustainability and Recognition - Geely Auto was included in S&P Global's "Global Sustainability Yearbook 2026," recognized as the only Chinese automaker among eight global manufacturers for its outstanding ESG performance [14] - The company aims to continue its sustainable development path, focusing on technological innovation and product upgrades to enhance user value [14]

Core Insights - Geely Auto achieved a total annual sales of 3.02 million vehicles in 2025, marking a 39% year-on-year increase, thus crossing the significant threshold of 3 million units [1][3][6] - The growth is primarily driven by the explosive performance of its new energy vehicle (NEV) segment, which saw sales reach nearly 1.69 million units, a 90% increase year-on-year [6][11] - Geely's brands, including Galaxy, Zeekr, and Lynk & Co, have established strong market positions, contributing to the overall sales success [8][9] Sales Performance - Geely's total sales for 2025 included 2.45 million units from the Geely brand and 350,495 units from the Lynk & Co brand [4][3] - The Galaxy brand achieved over 1 million units in annual sales, becoming the fastest NEV brand to reach this milestone [8] - Zeekr brand's sales surpassed 224,000 units, with a notable average selling price exceeding 300,000 yuan [8][9] Technological Advancements - Geely's commitment to "technology long-termism" has begun to pay off, with significant advancements in AI and vehicle architecture [9][11] - The company introduced three major architectures: GEA Evo, SPA Evo, and Haohan S, enhancing its product offerings [11] - Geely's safety technology has been recognized, with four models receiving Euro NCAP five-star safety ratings [11] Global Expansion - Geely's overseas sales reached 420,000 units in 2025, achieving its export targets [12] - The company is transitioning from a trade-based approach to a "system export" model, which includes technology and manufacturing standards [12] - Partnerships in Brazil and other countries are facilitating local production and development of new vehicles [12] Future Outlook - For 2026, Geely aims for a sales target of 3.45 million vehicles, including 2.22 million NEVs, with plans to launch approximately 10 new models [12] - The company is positioned to navigate increased competition by leveraging its unified system and global vision [12]

Core Insights - Geely Automobile achieved a total vehicle sales of 3,024,567 units in 2025, representing a 39% year-on-year increase and exceeding the annual sales target of 3,000,000 units [1][4] - The company recorded a remarkable 90% increase in sales of new energy vehicles, totaling 1,687,800 units, setting a new record [1][6] - The Geely brand led the sales with 2,449,939 units, while the "China Star" series achieved sales of 1,214,100 units, surpassing the "one million China Star" target [1][11] Sales Performance - Total vehicle sales for 2025 reached 3,024,567 units, a 39% increase compared to the previous year [4] - The Geely brand sold 2,449,939 units, while the Lynk & Co brand sold 350,495 units, marking a 23% increase [15] - ZEEKR brand sales reached 224,133 units, with December 2025 deliveries hitting a record high of 30,267 units [19] New Energy Vehicle Sales - New energy vehicle sales for 2025 totaled 1,687,800 units, achieving a 90% year-on-year growth [1][6] - The Lynk & Co brand's new energy family sold 227,813 units, a 36% increase [16] - The Galaxy brand achieved a 150% increase in sales, reaching 235,800 units [12] Future Sales Targets - For 2026, Geely aims for a total sales target of 3,450,000 units, representing a 14% increase from 2025 [10] - The Geely brand's sales target is set at 2,750,000 units, while ZEEKR and Lynk & Co aim for 307,000 and 400,000 units respectively [10] Global Expansion - Geely's international presence expanded significantly, entering 13 new markets including the UK, Italy, Brazil, and South Africa [23] - Lynk & Co has accelerated its global strategy, establishing over 860 stores in more than 50 countries [26] - ZEEKR has also entered over 50 countries, showcasing strong competitiveness in the luxury new energy market [26]