吉利集团旗下吉利汽车(00175.HK)继续交出一份十分亮丽的季度业绩报告。 5月15日，吉利汽车发布了今年一季度未经审核的经营业绩，公司实现营业收入724.95亿元，同比增长约25%；实 现归母净利润56.72亿元，同比增长264%。 一季度，无论是营业收入还是归母净利润，吉利汽车均创了历史同期新高。 经营业绩创新高，与汽车销量创新高直接相关。今年前三个月，吉利汽车销量为70.38万辆，同比增长48%，其 中，银河品牌销量同比增长214%。 今年一季度，吉利汽车研发投入约33亿元，同比增长24.55%。公司综合毛利率、净利率分别为15.78%、8.10%， 均较上年同期上升。 吉利汽车财务状况较好。截至今年3月末，公司货币资金394.13亿元，对应的长短期借款合计为194.79亿元。 近一个月，吉利汽车股价持续上涨，5月15日收盘价为19.58港元/股，市值约为1973亿港元。 5月15日，吉利汽车迎来人事大调整，安聪慧出任吉利控股CEO。 首季大赚56.72亿创新高 吉利汽车取得了创新高的季度经营业绩。 根据最新发布的业绩公告，今年一季度，吉利汽车实现营业收入724.95亿元，同比上年同期增长约25%；实 ...

吉利汽车Q1营收、净利润同比均实现增长，其中净利润更是大增超两倍，汽车销量创历史新高，新能源业务全面 爆发。 5月15日，吉利汽车公布一季度财报显示， 营收72.95亿元，同比增25%，去年同期582.25亿元； 税前利润为66.83亿元人民币，同比增长324%； 归母净利润56.72亿元，同比增264%，去年同期15.60亿元； 毛利总额大幅提升至114亿元，毛利率达15.8%。 新能源业务表现尤为亮眼，吉利新能源产品（含吉利、领克、极氪）一季度销量达33.9万辆，其中银河品牌销量达 到26万辆，同比增长214%。 | | 截至三月三十一日止三個月 | | | --- | --- | --- | | | 二零二五年 | 二零二四年 | | | (未經審核) | (未經審核) | | | | (經重列) | | 收入 | 72,495 | 58,225 | | 销售成本 | (61,058) | (49,128) | | 毛利 | 11,437 | 9,097 | | 其他收益/(虧損)淨額 | 3.593 | 421 | | 分銷及銷售費用 | (3,635) | (4.133) | | 行政費用 | (1 ...

Group 1 - The company achieved a record sales volume of 703,800 units for the three months ending March 31, 2025, representing a year-on-year increase of 48% [1] - Revenue for the quarter reached RMB 72.495 billion, reflecting a year-on-year growth of 25% [1] - The profit attributable to the parent company was RMB 5.672 billion, showing a significant year-on-year increase of 264% [1] Group 2 - The new energy vehicle segment experienced strong growth, with sales of the Galaxy brand increasing by 214% year-on-year [1] - The company's total assets amounted to RMB 264.246 billion, a decrease of 2% compared to December 31, 2024 [1] - The equity attributable to the parent company increased by 1% to RMB 87.789 billion [1]

Core Insights - The April sales data for various new energy vehicle companies shows a continued upward trend for both traditional brands and new car manufacturers, indicating a robust market performance during the holiday period [1] Traditional Brands' Performance - BYD sold over 380,100 new energy vehicles in April, with passenger car sales reaching 372,615 units, a year-on-year increase of 19.4%. The main brands, Dynasty and Ocean, contributed over 340,000 units, growing by 16.5% [2] - Geely's total sales reached 234,112 units in April, a 53% increase year-on-year. New energy vehicle sales reached 125,563 units, up 144%, accounting for 54% of total sales, marking a historical high [4] - Chery Group's total sales were 200,760 units, a 10.3% increase. New energy vehicle sales reached 61,223 units, up 85.5% [6] - Great Wall Motors' wholesale sales were 100,061 units, a 5.55% increase, with new energy vehicle sales at 28,813 units, up 28.42% [8] New Forces in the Market - Leap Motor achieved a delivery volume of 41,039 units in April, a 172% year-on-year increase, driven by its competitive pricing strategy and new model launches [9] - XPeng Motors maintained a delivery volume of over 30,000 units, reaching 35,045 units, a 273% increase, supported by the popularity of models like MONA M03 and P7+ [11] - Li Auto delivered 33,939 new vehicles, a 31.6% increase, with a total of 126,800 units delivered in the first four months, achieving 18% of its annual target [13] - Xiaomi Auto delivered over 28,000 units in April, indicating stable consumer demand, with new models expected to drive future growth [13] Other Notable Performances - GAC Aion's sales reached 28,301 units, showing year-on-year growth but a decline compared to the previous month [15] - Lantu Motors achieved sales of 10,019 units, a 150% increase, with plans to launch an upgraded model soon [17] - NIO delivered 23,900 vehicles in April, a 53% year-on-year increase, benefiting from promotional policies [17]