极氪汽车

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营销体系“变天”带来的行业剧变
Zhong Guo Qi Che Bao Wang· 2025-09-25 10:47
上汽、奇瑞、吉利等头部车企不约而同地选择合并营销资源,从各自为战转向协同作战。自去年底起,主流自主车企就掀起了一轮营销体系整合的浪潮。 上汽集团着手筹备"大乘用车营销公司",整合荣威、飞凡和名爵的营销资源;奇瑞汽车成立国内业务事业群,统筹四大事业部;吉利汽车则将银河营销事 业群重组为"一平台两事业部",统一管理旗下四个品牌。这波整合行动标志着中国汽车行业正式从各自为战式的营销战略步入集团化运营的新阶段,其深 远影响将深刻改变市场格局。 "多子合一",化繁为简 9月15日,吉利汽车发布公告,依据开曼群岛公司法的规定,关于合并协议项下拟进行的交易在极氪股东大会上获得了极氪股东的正式批准。公司、合并 附属公司及极氪将继续致力于实现该通函中"合并协议-先决条件"一节所列明的先决条件。合并协议项下的交易需待其中所载的先决条件全部达成后,方 能正式实施,且存在未必会进行的可能性。 作为吉利控股集团2024年《台州宣言》发布后的核心整合举措,极氪从纽交所退市并入吉利母体,不仅是对"战略整合、战略协同"策略的具体落实,也是 吉利掌门人李书福"一个吉利"战略的阶段性成果。此前,吉利召开股东特别大会,独立股东以95.14%的高票 ...
极氪、领克分设研究院,“一个吉利”战略加速落地
Feng Huang Wang Cai Jing· 2025-09-11 07:49
目前,吉利已构建起多品牌整车研发体系,涵盖极氪、领克与银河三大新能源品牌及中国星燃油车系 列。各研究院将聚焦品牌差异化定位,极氪主打"豪华、极致、科技",领克延续"潮流、运动、个性", 银河面向主流新能源市场,中国星则专注燃油车智能化、节能化升级。 本月早些时候,吉利汽车控股有限公司召开股东特别大会,独立股东以 95.14% 高票率通过极氪智能科 技有限公司私有化议案。此前,吉利汽车高管称,吉利和极氪的"大合并"交割工作有望在今年年底前完 成。 9月11日,据36氪汽车援引知情人士消息,吉利集团宣布成立极氪整车研究院与领克整车研究院,分别 负责各自品牌的产品研发与整车项目管理。此举意味着极氪在并入吉利体系后,与领克再度实现品牌独 立运作。 ...
美股异动|极氪盘前涨约1.7% 集团销量连续六个月超4万台大关
Ge Long Hui· 2025-09-03 08:18
Group 1 - Zeekr (ZK.US) shares rose approximately 1.7% to $29 in pre-market trading [1] - In August, Zeekr and Lynk & Co. brands delivered a total of 44,843 vehicles, representing a year-on-year increase of 10.6%, marking the sixth consecutive month of sales exceeding 40,000 units [1] - Waymo announced the deployment of Jaguar I-Pace SUVs and Zeekr vans in Denver and Seattle, with initial operations involving human drivers before transitioning to autonomous driving system testing [1]
吉利汽车(00175)下跌2.05%,报19.57元/股
Jin Rong Jie· 2025-08-25 05:16
Group 1 - The core point of the article highlights that Geely Automobile's stock experienced a decline of 2.05% on August 25, trading at HKD 19.57 per share with a transaction volume of HKD 1.363 billion [1] - Geely Automobile Holdings Limited focuses on the research, manufacturing, and sales of passenger vehicles, operating 10 production bases and employing over 60,000 staff, serving brands including Geely, Zeekr, and the joint venture Lynk & Co, with a sales network covering China and 70 overseas countries [1] - The company aims to increase its annual sales target to 3.65 million vehicles by 2025, with a total annual production capacity of 2 million vehicles achieved in 2023 [1] Group 2 - As of the mid-2025 financial report, Geely Automobile reported total operating revenue of CNY 150.285 billion and a net profit of CNY 9.29 billion [2] - On August 24, Dongfang Securities maintained a "Buy" rating for Geely Automobile, setting a target price of HKD 24.65 [3]
极氪优化直营体系转手部分门店?回应称渗透补强下沉市场
Xin Lang Ke Ji· 2025-08-22 06:23
Core Insights - Zeekr is advancing its "M Plan," which aims to transfer some of its direct-operated stores and Zeekr Home stores to investors without changing its direct sales model [1] - The plan involves a significant number of Zeekr Home stores being switched, while fewer direct-operated stores will be affected [1] - Sales personnel at the transferred stores will become employees of the investor-owned enterprises, but Zeekr will maintain its direct sales system internally [1] - Zeekr is integrating with Lynk & Co to enhance channel collaboration and leverage Lynk's resources for expanding into lower-tier markets [1] Summary by Categories Company Strategy - The "M Plan" is designed to strengthen Zeekr's market presence while retaining its direct sales approach [1] - The introduction of a partner model will complement the direct sales strategy, focusing on penetrating and enhancing lower-tier market channels [1] Market Positioning - The transition of stores to investors is part of a broader strategy to deepen market penetration and channel development [1] - The collaboration with Lynk & Co is aimed at utilizing their advantageous resources to support Zeekr's expansion efforts [1]
吉利汽车(00175):深度报告:沃尔沃内核赋能,新车满配越级来袭
ZHESHANG SECURITIES· 2025-08-21 14:43
Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company leverages platform-based manufacturing and maintains competitive advantages in a fiercely competitive market. It focuses on high-value products, extreme cost performance, and product strength, successfully creating several popular models. The high-end brands Zeekr and Lynk & Co have gained considerable audience recognition due to unique product designs, strong electric systems, and exceptional safety features, with high-priced models expected to become significant profit sources for the company [2][3]. Financial Forecast and Valuation - The company is expected to achieve revenue of CNY 378.38 billion, CNY 449.38 billion, and CNY 521.76 billion from 2025 to 2027, representing year-on-year growth of 57.5%, 18.8%, and 16.1% respectively. The net profit attributable to shareholders is projected to be CNY 16.66 billion, CNY 18.78 billion, and CNY 22.98 billion during the same period, with year-on-year growth of 0.19%, 12.67%, and 22.38% respectively. The EPS is expected to be CNY 1.7, CNY 1.9, and CNY 2.3, corresponding to PE ratios of 11.0, 9.8, and 8.0 times [3]. Sales and Financial Data - In 2024, the company is projected to achieve a total sales volume of 2.177 million vehicles, a year-on-year increase of 29.1%. The breakdown includes 1.29 million fuel vehicles and 890,000 new energy vehicles, with significant growth in the latter. The sales target for 2025 is set at 3 million vehicles, with the Galaxy brand expected to contribute significantly [11][22][28]. - For the first half of 2025, the company reported revenue of CNY 150.28 billion, a year-on-year increase of 26.5%. The net profit attributable to shareholders was CNY 9.29 billion, a decrease of 13.9% compared to the previous year, but the core net profit showed a significant increase of 101.7% [16][18]. Brand Integration and Strategy - The company has initiated a brand integration strategy, consolidating several brands to enhance operational efficiency and reduce internal competition. The Geometry brand has been integrated into the Galaxy brand, and Lynk & Co has merged with Zeekr, which is expected to streamline operations and improve market competitiveness [31][34][35]. Product Matrix and Market Position - The company has developed a multi-brand strategy with distinct product matrices for Galaxy, Lynk & Co, and Zeekr, targeting various market segments. The Galaxy brand focuses on mid-to-high-end new energy vehicles, while Lynk & Co aims at the high-end market, and Zeekr is positioned as a luxury brand. This strategic positioning is expected to enhance market share and profitability [45][49][52]. Export Growth - The company's export volume reached 414,500 vehicles in 2024, representing a nearly 5.7-fold increase since 2020, with the export ratio rising from 5.5% in 2020 to 19.0% in 2024. This growth in exports is becoming a crucial driver for overall sales improvement [28][30].
首任车主充电权益能和增购车辆共享?极氪回应
Feng Huang Wang· 2025-08-20 23:52
Core Viewpoint - Zeekr Automotive has launched an extended warranty service with promotional offers for both new and existing vehicle owners, effective from August 11, 2023 [1] Group 1: Extended Warranty Service - The extended warranty service is available until October 31, 2025, for first-time owners of non-commercial Zeekr vehicles that are less than 3 years old and within the original factory warranty period (6 years/150,000 km, whichever comes first) [1] - First-time owners can purchase the "lifetime extension" service at a promotional price within 15 days of vehicle delivery during the promotional period [1] Group 2: Charging Rights - The charging rights for first-time owners cannot be shared with additional vehicles purchased later [1] - In certain cases, eligible additional models may have the rights transferred [1]
突发!诺基亚起诉吉利汽车集团!
是说芯语· 2025-08-20 02:44
Core Viewpoint - Nokia has initiated a patent infringement lawsuit against Geely Group and its brands, including Zeekr and Lynk & Co, targeting their operations in 18 European countries, which is seen as a strategic move against Geely's expansion in Europe [3][8]. Group 1: Patent Infringement Details - The lawsuit involves essential patents in the cellular communication field, specifically focusing on patents EP3799333 and EP4090075 related to 4G/5G technology applications in vehicles [3][8]. - If found guilty of infringement, Geely's vehicles could face a sales ban in key European markets, potentially impacting 20% of its global export share [8]. Group 2: Financial Implications - Geely's projected export volume for 2024 is 414,500 units, with a year-on-year growth of 57%, making the European market a significant contributor [8]. - Nokia's licensing fees through its patent pool Avanci are set at $49 per vehicle, which could result in annual costs exceeding $20 million for Geely based on its export volume [9]. Group 3: Industry Context and Challenges - The lawsuit reflects a broader trend where Chinese automotive companies face increasing patent-related challenges in Western markets, similar to the experiences of Chinese smartphone manufacturers [11]. - Chinese automakers have a weak patent reserve in critical areas like vehicle networking and human-machine interaction, with their overseas patent totals being only one-fifth of Toyota's [11]. Group 4: Recommendations for Chinese Automakers - Industry experts suggest that Chinese automakers should enhance their patent application efforts in key markets and focus on core technologies to build a robust patent defense [12]. - Establishing a professional global intellectual property management team is crucial for navigating patent negotiations and litigation effectively [12].
极氪(ZK.US)涨近3% 二季度净亏损同比收窄88.8%
Zhi Tong Cai Jing· 2025-08-19 23:42
Core Insights - Zeekr (ZK.US) shares rose nearly 3% to $31.41 following the release of its Q2 financial report [1] Financial Performance - The company achieved total revenue of 27.431 billion yuan in Q2, with vehicle sales revenue reaching 22.916 billion yuan [1] - The comprehensive gross margin was 20.6%, an increase of 2.6 percentage points year-over-year [1] - The vehicle gross margin stood at 17.3%, reflecting a year-over-year increase of 5.8 percentage points [1] - Net loss narrowed to 287 million yuan, a reduction of 88.8% year-over-year and 62.4% quarter-over-quarter [1] Delivery Metrics - In the first half of the year, the company delivered a total of 244,877 new vehicles, marking a year-over-year growth of 14.5% [1]
美股异动 | 极氪(ZK.US)涨近3% 二季度净亏损同比收窄88.8%
智通财经网· 2025-08-19 15:55
Core Viewpoint - The company achieved significant financial milestones in Q2, with a notable increase in revenue and a reduction in net loss, indicating a positive trend in performance [1] Financial Performance - Total revenue for Q2 reached 27.431 billion yuan, with vehicle sales contributing 22.916 billion yuan [1] - The comprehensive gross margin stood at 20.6%, an increase of 2.6 percentage points year-on-year [1] - The gross margin for vehicle sales was 17.3%, reflecting a year-on-year improvement of 5.8 percentage points [1] - The net loss for the quarter was 287 million yuan, which is a reduction of 88.8% year-on-year and 62.4% quarter-on-quarter [1] Delivery and Growth - In the first half of the year, the company delivered a total of 244,877 new vehicles, marking a year-on-year growth of 14.5% [1]