摘要 吉利汽车 2025 年上半年销量达 141 万辆，二季度经营性利润约 31 亿 人民币，上半年累计约 66 亿人民币，符合市场预期。 吉利汽车上调全年销量预期至 300 万辆，预计全年经营性利润可达 140 亿人民币，主要受益于下半年新车型发布及高端化产品放量。 吉利燃油车在萎缩市场中逆势增长，出口预计达 45 万辆，俄罗斯市场 占比约 20%，受益于购置税政策，预计未来保持增长。 银河系列产品表现良好，银河 M9 订单超预期，心愿车型销量稳定，星 耀 8 以 A 级价格定位 B 级插混车型，月销破万。 吉利发布多款高端 SUV，包括银河 M9、领克 900 和极氪 9X，分别定 位于不同价格带，明确大六座 SUV 市场策略。 吉利整合极氪和领克，通过流程、采购、研发融合控本降费，极氪一季 度扭亏为盈，计划 9 月将极氪并入上市公司主体。 极氪品牌 001 和 007 销量稳定，9X 预计 8 月底预售，全年预计销量接 近 30 万辆；领克品牌将推出 EMP 中大型轿车领克 10 及纯电产品 Z10 和 Z20。 吉利汽车 20250824 Q&A 吉利汽车在当前行业变革期的表现如何？ 吉利汽车在当前行 ...

Core Viewpoint - The Chinese automotive market is undergoing a transformation driven by a "new pragmatism" among younger consumers, who prioritize rational consumption while also valuing emotional aspects, leading to a demand for versatile vehicles that combine the elegance of sedans with the utility of SUVs [2][5][11]. Group 1: Market Trends - The shift in consumer preferences highlights a growing need for vehicles that serve multiple purposes, as traditional sedans and SUVs struggle to meet the diverse demands of modern users [3][6]. - The rise of electric vehicles (EVs) has intensified the existing contradictions in the market, as consumers seek more personalized and multifunctional transportation solutions [4][5]. - Post-pandemic trends show a surge in "compensatory travel," with consumers valuing health and family bonding, further increasing the demand for vehicles that can accommodate various leisure activities [6][10]. Group 2: Product Development - The emergence of the travel car segment in China reflects a response to the evolving consumer needs, with models like the Enjoy S9T aiming to bridge the gap between sedans and SUVs while offering advanced features [10][12]. - The Enjoy S9T is designed to meet the expectations of modern consumers by combining the comfort of sedans, the space of SUVs, and the latest smart technologies [14][19]. - The vehicle's design incorporates a spacious interior and advanced technology, such as a high-capacity front trunk and a large rear cargo area, catering to family outings and outdoor activities [16][19]. Group 3: Market Performance - The Enjoy S9T has achieved remarkable pre-sale success, breaking records for orders in the Chinese market, indicating a strong consumer interest in this new category of vehicles [19][21]. - The sales figures of the Enjoy S9T surpass those of established luxury travel cars in China, demonstrating a shift in consumer perception and acceptance of travel cars [19][21]. - The vehicle's popularity signifies a broader trend of redefining the travel car segment in China, moving from niche appeal to mainstream acceptance [21][23].

智通财经记者 | 周姝祺 极氪距离回归吉利汽车再进一步。 日前，在吉利汽车中期业绩报告披露会上，吉利汽车控股有限公司行政总裁桂生悦接受智通财经等媒体 表示，在9月吉利汽车股东大会和极氪科技股东大会都通过要约收购协议后，极氪即与吉利汽车完成法 律上合并，整体交割工作预计在年底前完成。 一个月前，吉利汽车（HK：0175）与极氪（NYSE：ZK）正式签署合并协议，吉利汽车将收购其尚未 持有的全部极氪股份（34.3%），极氪股东可选择以现金或置换吉利汽车股份作为对价。合并完成后， 极氪将成为吉利汽车的全资附属公司，并于纽交所退市。 吉利汽车对极氪的正式购买价为每股2.687美元或每股美国存托股票26.87美元。如果采用全现金方式回 收股份，将占用吉利汽车现金流达到24亿美元（约合人民币172.44亿元）。 桂生悦透露，多数极氪投资者选择换股，转而持有合并后吉利汽车的股票。以目前吉利汽车现金储备量 计算，足以支付这笔收购费用。根据吉利汽车中期业绩报数据，该公司总现金水平为588亿元。 极氪整合回归吉利汽车，服务于吉利控股集团于去年制定的"一个吉利"战略计划。这是吉利汽车时隔10 年再度提出内部品牌和资源协同整合，旨在 ...

8月21日消息，今日下午，极氪官微发布一条预告微博，"下午17：00 蹲？ " 极氪官方称，21/22/23 款极氪 001 会有相应的升级计划。经过多轮联合开发和底层调教，即将到来的 OTA 版本将带来辅助泊车和座舱车机互联的功能升级。目前，相关车型的不同版本已进入送审流程， 将在流程完毕后陆续开启推送。 对此，网友纷纷期待"最好是ota公告"，"不是OTA你就删了把，不然必被骂"、"等你20分钟，不是OTA 的话那你真的是活够了"。 责任编辑：李思阳 网友表示"不ota你搞个锤子抽奖[怒]觉得自己很幽默"、"这玩意没人看的 拿来抽奖搞宣传"。 | 极氢Zeekr | | | --- | --- | | S 25-8-21 17:00 发布于 浙江 来自 微博网页版 | | | 寻找在杭州,营欢@AUBL亚洲大学生篮球联赛 的4位伙伴 -! | | | 抽取球赛门票 (8月24日3/4名决赛内场*2张+总决赛看台*2张) | | | 2025亚洲大学生篮球联赛,官方指定用车#极氪009# 为参赛球员及VIP嘉宾,提供尊享出行新体验 | | | #极量009峰会排回于##极装009国欧峰会轻配# | | | ...

作者 | 柴旭晨 编辑 | 王小娟 豪华品牌的反击，往往从不留余地的定价开始。 8月18日，奥迪旗下的AUDI品牌E5-Sportback公布预售价格为23.59万-31.99万元，同时还有终身免费使用辅助驾驶、座舱升级、免费选装电子后视镜等权 益。 其以二十万出头的价格一举闯进了中国新势力的腹地。传统合资大厂已经意识到，想要上桌，必须得先把桌子掀了。奥迪·上汽项目CEO宋斐明曾直言，"我 们想杀入细分市场，把追求创新的年轻用户圈到奥迪大家庭里来。" 有接近AUDI项目的人士指出，作为一款猎装车型，E5有意对标蔚来ET5T、极氪001等车型，"在价格定位上，我们的产品不只对标BBA，蔚来、理想等也是 研究对象"。且在接入零束、Momenta等上汽供应链的体系后，该车有拿出高竞争力价格的空间。 但AUDI E5的竞争力远不止价格。 这款车的颠覆几乎是从内而外的，淡紫金属外表下是极富未来感的车身，内部座舱设计也跟新势力接轨。抛去沉稳的"德味"、告别经典的"四环"，奥迪和上 汽为中国市场造了个"新物种"。 "这款智能电动车选择了如此有辨识度的外观造型，就像是从科幻小说里开出来的座驾"。上汽奥迪营销事业部副总经理谢施 ...

吉利无惧车市内卷。 8月14日，吉利汽车正式公布了半年度报告；内容显示，公司上半年营收突破1500亿元，创出历史新 高，实现核心归母利润超66亿元，同比增速翻倍；同期，公司累计销量达140.9万辆，同比增长47%， 市占率首次突破10%；并且，期内公司盈利质量同样在线，多项财务数据表现稳定。 展望下半年，吉利汽车提出了更高追求。根据公司所述，由于上半年销售表现突出，其决定将全年销量 目标从271万辆上调至300万辆。 亮眼答卷 日本知名企业家稻盛和夫曾说过："企业成长如同竹子，只有在逆境中形成许多'节'，才能让成长得到 支撑，并使企业结构变得强固而坚韧。" 2025年，恰逢车市价格战愈演愈烈之际。此番背景下，有哪些车企可以体现出十足韧性，展示其身上 的'节'，成为了外界审视其经营底色的重要"考察标准"。 而吉利汽车，则是用一张超预期的半年报，诠释了这家中国汽车领军企业正在市场激烈竞争中锻造出坚 实的"节"，助力其稳步穿越周期。 数据显示，2025年上半年，吉利汽车取得总收入1503亿元，同比大增27%，创出历史新高；与此同时， 公司实现归母利润92.9亿元，扣除外汇汇兑税后归母净收益等非核心损益后的核心归母利 ...

Core Insights - Zeekr Technology reported a total revenue of 27.431 billion yuan for Q2, with a comprehensive gross margin of 20.6%, marking a year-on-year increase of 2.6 percentage points [1] - The integration of Zeekr and Lynk & Co brands has led to significant cost reductions and improved financial performance, with operating profit reaching 285 million yuan for the first time [2] - The average price of Zeekr vehicles is nearly 300,000 yuan, indicating a focus on the luxury market [5] Financial Performance - Total revenue for the first half of the year reached 49.450 billion yuan, with a year-on-year growth of 14.5% in vehicle deliveries [2] - The gross margin for vehicles reached a record high of 17.3%, up 5.8 percentage points year-on-year [1] - R&D expenses decreased significantly, with Q2 expenses at 2.15 billion yuan compared to 2.9 billion yuan in Q1 [1] Market Position - Zeekr has become a leader in the high-end luxury market, with the Zeekr 009 series being the best-selling MPV in the 400,000 yuan and above category [2][5] - The brand's focus on luxury and technology has attracted high-net-worth individuals, with over 75% of Zeekr 009 users belonging to this demographic [6] - The company aims to redefine the luxury market with the upcoming launch of the Zeekr 9X, targeting the 600,000 yuan and above segment [8] Product Development - Zeekr is set to launch several new models in the second half of the year, including the Zeekr 9X, which features advanced driving assistance technology [8][9] - The integration of Lynk & Co's technology into Zeekr's product lineup is expected to enhance competitiveness in the market [9] - The company is focusing on both brand elevation and user satisfaction through technological advancements and product upgrades [9]

Core Insights - Geely Automobile reported a revenue of 150.28 billion yuan for the first half of 2023, marking a 27% year-on-year increase, while net profit attributable to shareholders decreased by 14% to 9.29 billion yuan [1][5] - The company achieved a sales volume of 1.409 million vehicles, a 47% increase year-on-year, making it one of the fastest-growing car manufacturers in China [3][9] - Geely's Galaxy brand saw exceptional growth, with sales reaching 548,000 units, a staggering 232% increase year-on-year [3][7] Financial Performance - Revenue reached a historical high of 150.28 billion yuan, while net profit fell to 9.29 billion yuan, primarily due to a one-time gain from a transaction with Renault in the previous year [5][11] - The gross profit margin slightly decreased by 0.3 percentage points to 16.4% [5][7] - Core net profit, excluding foreign exchange losses, was 6.66 billion yuan, representing a 102% increase compared to the previous year [5] Market Position and Strategy - Geely is narrowing the market share gap with leading competitors like BYD, with the difference now reduced to 4 percentage points [3][11] - The company plans to increase its annual sales target from 2.71 million to 3 million vehicles [9][10] - The merger with Zeekr is ongoing, with shareholder meetings scheduled for September to finalize the legal completion of the merger [10][11] Product Development and Sales - Geely Galaxy has become the main force in the company's new energy vehicle segment, contributing over half of the group's total new energy vehicle sales [7][9] - The company plans to launch several new models, including the Galaxy A7 and Galaxy M9, aiming for a total sales target of 1 million units for the Galaxy brand [10][11] - The Lynk & Co brand sold 154,000 vehicles, a 22% increase, while Zeekr's sales reached 91,000 units, a 3% increase [8]

Core Viewpoint - The article discusses the latest electric vehicle models released by various manufacturers, highlighting their specifications and potential market impact. Group 1: New Vehicle Releases - The Ministry of Industry and Information Technology has released the 398th batch of new vehicles, including models such as ZEEKR 001, Aion i60, and others [2] - ZEEKR 001 features dimensions of 4977*1999*1545mm, with a maximum power of 680kW for the dual-motor version, and plans for updates in smart technology [6] - The new Aion i60 has dimensions of 4685*1854/1876*1660mm, with a power configuration similar to the Aion霸王龙, aiming to expand market reach [25] - The new问界 M7 has dimensions of 5080*1999*1780mm and offers both single and dual motor versions, expected to boost sales upon release [12] - The深蓝 L06, with dimensions of 4830*1905*1480mm, is the first model from新长安's independent brand, offering both pure electric and range-extended versions [29] Group 2: Market Positioning and Expectations - The昊铂 A8 is positioned as a mid-to-large range-extended sedan, with potential for significant sales growth upon launch [21] - The岚图追光 L is positioned as a high-end sedan, featuring advanced technology and design updates to meet luxury market demands [34] - The北汽极狐 T1, a new pure electric model, is expected to start pre-sales in late August, aiming to strengthen its market position [45]

Core Viewpoint - The Ministry of Industry and Information Technology has announced the new models of Zeekr 001, indicating advancements in electric vehicle technology and product offerings from the company [1] Group 1: Product Specifications - The new Zeekr 001 model has three versions approved, with dimensions of 4977mm in length, 1999mm in width, and a height of 1545/1533mm, and a wheelbase of 3005mm [1] - The single motor version has a maximum power output of 370kW, while the dual motor version has a total power of 680kW, with front and rear power outputs of 310kW and 370kW respectively [1] - The vehicle will utilize both ternary lithium-ion batteries from Geely and lithium iron phosphate batteries from Jiyou [1] Group 2: Product Update Plans - Zeekr has announced its product update plan for the second half of the year, which includes models such as Zeekr X, Zeekr 007, Zeekr 001, and Zeekr 7X [1] - The Zeekr 007 will see adjustments in interior and exterior details, while the assisted driving system and battery drive system will remain unchanged [1] - The Zeekr 001 will feature the Thor-U chip and a 900V high-voltage system, along with minor adjustments to interior and exterior details [1] - Some models of the Zeekr 7X will also be equipped with the Thor-U chip and 900V high-voltage system, with similar minor adjustments to details [1]