格隆汇3月1日丨吉利汽车(00175.HK)宣布，集团于2026年2月的汽车总销量为206,160部，较去年同期增 长约1%。其中，领克2月的销量为27,359部，同比增长59%；极氪2月的销量为23,867部，同比增长 70%。 ...

未經審核之二零二六年二月銷量 吉利汽車控股有限公司(「本公司」，連同其附屬公司統稱為「本集團」）董事會欣然宣佈， 本集團於二零二六年二月的汽車總銷量為206,160部，較去年同期增長約1%。詳細如下： 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並表明不會就因本公佈全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED | 品牌 | 本月 （部） | 去年同期 （部） | 同比變動 (%) | 今年累計 （部） | 去年同期累計 （部） | 同比變動 (%) | | --- | --- | --- | --- | --- | --- | --- | | 吉利 | 154,934 | 173,633 | -11 | 372,372 | 398,351 | -7 | | 其中: 銀河 | 73,125 | 76,132 | -4 | 156,115 | 169,677 | -8 | | 領克 | 27,359 | 17,238 | 59 | 56,236 | 47 ...

▲资料图：涉事车型。图/涉事车企官网截图 车主语音指令仅指向"关闭车内阅读灯"，系统却关闭了全车灯光，就连车外大灯都被关闭……据大河报报道，近 日，一名男子深夜驾驶一辆领克汽车在高速上行驶时，因语音指令意外触发车机误操作，导致全车灯光熄灭，最 终车辆撞上护栏。 据当事车主透露，事发时高速路段无路灯，夜色漆黑。视频记录显示，车主多次呼唤车机重开灯光，但被回复"暂 时还不会哟"。对此，领克汽车相关负责人表示，事故起因是车辆行驶中出现的语音误操作问题，已完成语音控制 功能的优化方案，优化后，车辆在行驶状态下，大灯只能通过手动控制关闭。 此事中，如若看了原视频，便能够深刻体会到当事车主彼时所面临的危险处境：本是用来提升驾驶体验的所谓智 驾系统，却在一瞬间将车主带到一种极致的紧张与恐惧氛围中，而那句"暂时还不会哟"，在当时的场景中显得格 外刺耳。 换言之，驾驶员必须熟悉像灯光控制按钮等关键实体操纵件的操作，只有这样，一旦遇到突发问题，才能避免在 紧急情况下手足无措。当然，除了提醒驾驶员要养成良好的驾驶习惯，更重要的还是车辆本身的软硬件质量都要 过关。 比如，相应的车企要持续优化语音识别的精准度，为那些可能带来行车风险的 ...

Group 1 - The core viewpoint of the article highlights Geely Automobile's strong performance in January 2026, with a total passenger car sales of 270,167 units, marking a 1% year-on-year increase and a 14% month-on-month increase, as the company aims for an annual sales target of 3.45 million units [1] - In the new energy sector, Geely's sales reached 124,252 units in January 2026, reflecting a year-on-year growth of approximately 3%, with Zeekr's sales doubling to 23,852 units [1] - Geely's overseas export sales in January 2026 reached 60,506 units, showing a significant year-on-year increase of 121%, with a target of 640,000 units for the year, representing over 50% growth [1] Group 2 - Geely plans to gradually introduce Level 3 autonomous driving features on highways and Level 4 in urban areas in 2026, alongside the launch of Robotaxi trial operations [2] - The company will introduce a new manganese iron phosphate battery system, aiming for a 15% increase in energy density, and will complete the first pack of solid-state batteries in 2026 [2] - Geely's four major brands—Zeekr, Lynk & Co, Geely Galaxy, and Geely China Star—will share resources and collaborate to support the high-end product development and accelerate the AI technology transformation [3]

Core Viewpoint - Geely Automobile Holdings Limited reported its January 2026 unaudited vehicle sales data, showing a total sales volume of 270,200 units, a year-on-year increase of 1%, with significant growth in exports and Zeekr brand sales [1] Brand Performance - Geely brand sales reached 217,400 units, a year-on-year decline of 3%, with the Galaxy series selling 83,000 units, down 11% [1] - Lynk & Co sales were 28,900 units, reflecting a 4% year-on-year decrease [1] - Zeekr brand sales surged to 23,900 units, marking a 100% year-on-year increase [1] Vehicle Type Performance - Plug-in hybrid vehicle sales totaled 56,200 units, representing a year-on-year increase of 37% [1] - Pure electric vehicle sales were 68,000 units, showing a year-on-year decline of 15% [1] Other Brands - Proton's sales in January reached 16,100 units, which is a year-on-year increase of 36% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並表明不會就因本公佈全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED 未經審核之二零二六年一月銷量 敬請注意，本公佈所披露的數 據為未經審核數字，尚未經本公司核數師確認， 相關數據 或會作出調整，並有待最終確認。 股東及潛在投資者 應於本集團刊發財務業績後， 審慎 閱讀相關財務資料。 承董事會命 吉利汽車控股有限公司 公司秘書 張頌仁 香港，二零二六年二月一日 於本公佈日期，本公司執行董事為李書福先生（主席）、李東輝先生（副主席）、桂生悅先生 （行政總裁）、淦家閱先生及毛鑒明先生；而本公司獨立非執行董事為高劼女士、俞麗萍 女士、朱寒松先生及曾瀞漪女士。 - 2 - 吉利汽車控股有限公司(「本公司」，連同其附屬公司統稱為「本集團」）董事會欣然宣佈， 本集團於二零二 六年一月的汽車總銷量為270,167部，較去年同期增長約1%，其中出口總 銷量和極氪品牌總銷量均較去年同期實現翻倍增長。詳細如下： | 品牌 | 本月 ...

Core Insights - Recent agreements between China and the EU, as well as Canada, regarding electric vehicle exports have raised questions about the potential for Chinese cars to enter the U.S. market [2] - UBS report analyzes the challenges Chinese automakers face in entering the U.S. market, highlighting significant barriers [3][7] Group 1: Challenges in Entering the U.S. Market - The first major challenge is tariffs, with current tariffs on Chinese electric vehicles potentially rising from 25% to 100%, making it difficult for Chinese cars to compete on cost [3][5] - The second challenge involves technical certification and market access, as Chinese vehicles must meet U.S. safety standards, which differ significantly from European standards [3] - Consumer recognition and cultural differences present a third challenge, as American consumers have distinct preferences for larger vehicles like SUVs and trucks, which differ from Chinese consumer habits [3] Group 2: Market Dynamics and Strategic Considerations - The fourth challenge is related to market structure and channel development, as U.S. laws require vehicles to be sold through authorized dealers, complicating entry for Chinese manufacturers [4] - Establishing a production base in the U.S. could alleviate tariff issues, as certain tariffs on materials could be waived, providing a potential pathway for Chinese automakers [5] - The report indicates that even if Chinese automakers enter the market, they may struggle to compete with established U.S. brands in the lucrative truck and SUV segments, which are less likely to adopt electric technologies [7] Group 3: Potential for Chinese Automakers - Geely is positioned to potentially enter the U.S. market within the next 24 to 36 months, with brands like Zeekr and Lynk & Co. seen as suitable for American consumers [6] - The possibility of utilizing Volvo's South Carolina plant for local production could enhance Geely's market entry strategy [6] - The UBS report suggests that while Chinese automakers may face significant hurdles, their entry into the U.S. market is likely a matter of time, with some industry leaders acknowledging this potential [7] Group 4: Implications of Trade Agreements - Canada's recent allowance for Chinese electric vehicles may prompt scrutiny from the U.S. as trade negotiations evolve, potentially complicating market entry for Chinese brands [8] - Mexico's response to U.S. pressure to increase tariffs on Chinese goods indicates a challenging environment for Chinese exports in North America [9] - The report describes the U.S.-Canada-Mexico Agreement (USMCA) as a "backdoor" that could lead to more significant barriers for Chinese automakers, emphasizing the importance of supplier relationships in the U.S. market [10]

Core Insights - The power of storytelling remains strong, as demonstrated by companies like Airbnb, Bose, and Insta360, which have shifted their marketing strategies to focus on brand storytelling rather than traditional performance marketing [3][4][5][6] Group 1: Marketing Strategy Shifts - In 2020, Airbnb cut its marketing budget significantly, particularly in search and performance advertising, yet maintained 95% of its website traffic compared to the previous year, highlighting the importance of brand awareness and word-of-mouth [3][4] - Bose's CMO announced a reevaluation of search advertising, indicating a broader trend among brands to prioritize storytelling and brand identity over direct response marketing [4] - Insta360's collaborations with influencers and unique marketing campaigns demonstrate a commitment to storytelling, even if it requires longer production times [5] Group 2: The Role of Content Platforms - Bilibili (B站) has become a key platform for brands to engage with younger audiences through storytelling, as seen with the automotive brand Lynk & Co's innovative marketing strategies [7][8] - The platform's unique ecosystem allows for the creation of engaging content that resonates with users, moving beyond traditional advertising methods [11][12] - Bilibili's focus on community-driven content and user feedback has helped brands like Insta360 and Lynk & Co build a strong presence and maintain sales growth despite market challenges [11][12] Group 3: Industrialization of Marketing - The shift towards industrializing marketing efforts is evident, with Bilibili aiming to create measurable and efficient advertising strategies that leverage community insights [13][14] - The introduction of AI and automated advertising systems is helping brands optimize their marketing spend and improve content production efficiency [16][17] - Bilibili's partnerships with e-commerce platforms aim to track user behavior post-engagement, demonstrating a commitment to proving the effectiveness of brand storytelling in driving sales [15][17]

Group 1 - The core viewpoint of the article highlights that Lynk & Co achieved a total sales volume of 33,751 units in December 2025, with an annual cumulative sales of 350,495 units, representing a year-on-year growth of 22.8% [1] - Since the launch of its first model in 2017, Lynk & Co has accumulated total sales exceeding 1.68 million units [1] - The brand's weighted average transaction price has surpassed 200,000 yuan this year [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並表明不會就因本公佈全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 GEELY AUTOMOBILE HOLDINGS LIMITED 未經審核之二零二五年十二月銷量及 - 1 - 除上述所披露的銷量外，寶騰於二零二五年十二月實現汽車銷量15,291部，較去年同期增 長約34%。此外，二零二五年全年 ，寶騰累計實現 汽車銷量162,601部，較去年同期 增長 約7%。 董事會已將本集團二零二六年的銷量目標定為 3,450,000部，較二零二五年所實現 的總銷 量增長約 14% 。其中，吉利品牌 的銷量目標 為2,750,000部，極氪品牌 的銷量目標 為 300,000部，領克品牌的銷量目標為400,000部。此外，新能源汽車 的銷量目標為2,220,000 部，較二零二五年所實現的新能源汽车銷量增長約32%。 敬請注意，本公佈所披露的數 據為未經審核數字，尚未經本公司核數師確認， 相關數據 或會作出調整，並有待最終確認。 股東及潛在投資者 應於本集團刊發財務業績後， 審慎 ...