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近三年销量复合增长率21.5% 吉利AI生态圈助力新能源出海“狂飙”
Core Insights - Geely's launch of its first global electric vehicle, the Geely International EX5, in the UK marks a significant step in its strategy to deepen its presence in the European electric vehicle market [1] - The company emphasizes its commitment to high-quality development and innovation driven by AI technology, establishing a robust global strategic framework [1][2] Technological Innovation - Geely has invested over 250 billion yuan in R&D over the past 11 years, leading to advancements in core technologies such as architecture, battery systems, and safety [2] - The company has built a computing power alliance with a total computing power of 23.5 EFLOPS, ranking first among Chinese automakers, which supports efficient operation of smart driving and cockpit functions [2] - Geely's vehicles with L2-level or higher driving assistance capabilities exceed 8.5 million, with actual driving data reaching 10 billion kilometers, providing a strong foundation for algorithm optimization [2][3] Strategic Growth - Geely's global strategy includes a diverse brand portfolio targeting various market segments, including luxury, high-end, and mainstream markets [3] - The company has developed a comprehensive product matrix covering multiple energy technologies, including fuel, hybrid, pure electric, and methanol, to meet diverse global mobility needs [3] Sales Performance - Geely's global sales have shown rapid growth, increasing from 1.32 million units in 2021 to an expected 2.17 million units in 2024, with a compound annual growth rate of 21.5% over three years [4] - In the first nine months of 2025, Geely's cumulative sales reached 2.17 million units, a year-on-year increase of 46%, with a market share in China rising from 6.3% in 2021 to 10.4% [4] New Energy Sector - Geely's new energy vehicle sales surged from 82,000 units in 2021 to 1.17 million units in the first nine months of 2025, achieving a penetration rate of 60.5% [5] - The Geely International EX5 has become a top seller in several international markets, with a 214% year-on-year increase in new energy exports in the first nine months of 2025 [5] Financial Performance - In the first half of 2025, Geely's total revenue exceeded 150 billion yuan, a 27% increase year-on-year, while core net profit reached 6.66 billion yuan, up 102% [6] - The company has set a carbon neutrality target for 2025 and has achieved a 23.5% reduction in carbon emissions per vehicle by mid-2025 [6] Market Expansion - The launch of the Geely International EX5 in the UK is part of the company's strategy to enhance its global market presence, with plans to increase its sales network in the UK from 25 to 100 outlets by the end of 2026 [6]