"极氪与领克的融合具有十分重要的意义。在融合前，极氪与领克同属大吉利集团体系内。由于吉利始 终强调依法合规经营，因此分属两个独立体系下的上市公司，在诸多技术共享环节中，不得不通过内部 交易的方式推进，这无疑会显著增加整体运营成本。"日前，在全新领克08EM-P上市发布会后的媒体沟 通会上，吉利汽车集团高级副总裁、极氪科技副总裁、领克汽车销售公司总经理林杰向《中国经营报》 等媒体记者如是阐述极氪与领克的融合。 领克也在坚持高性能路线。林杰称："我们持续投入汽车运动，不仅是为了竞技，更是为了让赛道技术 反哺民用市场。从领克03的市场反馈可以看出，消费者对领克在性能车领域的努力给予了高度认可。在 提及中国性能车时，许多年轻消费者首先想到的便是领克。" "我们有一句 slogan：'关于安全，你可以永远相信领克'。这背后是领克在安全领域的持续投入。"对于 领克坚守的安全底线，林杰直言，"我们内部制定了专门的领克产品开发安全管理办法，大家称之为 '领克安全法'，其中明确划定了领克产品出厂必须坚守的安全底线。可以说，我们在安全标准上为研发 团队'立了法'，安全只能做加法，不能做减法。" 除此之外，林杰还补充道："领克所强 ...

Core Viewpoint - Zhu Ling, former Vice President of Zeekr, will officially take over as the Head of Operations for Volvo Cars in the Asia-Pacific region starting September 1, 2025, focusing on product strategy, planning, and project management [1][3]. Group 1 - Zhu Ling will manage the entire lifecycle of future vehicle projects in the region, ensuring timely, high-quality, and cost-competitive delivery through cross-departmental collaboration in product, engineering, procurement, logistics, and manufacturing [3]. - He aims to strengthen regional operations and global product development collaboration to support Volvo Cars' long-term competitiveness [3]. - Zhu Ling joined Geely Automobile in 2014 and later became Vice President at Lynk & Co, where he was responsible for the planning and launch of several key models, including the successful launch of the new Lynk & Co 07 and 08 [3][4]. Group 2 - On August 26, Zhu Ling confirmed his job change via Weibo, indicating that he would no longer represent Zeekr and Lynk & Co but would continue to engage with the automotive community as an enthusiast [4]. - He mentioned ongoing projects, including the upcoming launches of the third-generation 03, 03+, and annual models for Zeekr 007, 7X, and X [4]. - On the evening of September 1, Zhu shared a sketch related to Volvo Cars, indicating a focus on learning and preparation for his new role [6].

Group 1 - Zhu Ling has been appointed as the head of operations for Volvo Cars in the Asia-Pacific region starting September 1, 2025, reporting to Yuan Xiaolin, the regional head [1] - Zhu will be responsible for the entire lifecycle management of future vehicle projects, including product planning, development, and industrialization, while promoting cross-departmental collaboration [1] - Zhu previously held significant roles at Geely Auto and Zeekr, where he was involved in the planning and launch of key models such as the Lynk & Co 07 and 08 [1][2] Group 2 - Zhu confirmed his job change via a Weibo post on August 26, indicating he would no longer represent Zeekr and Lynk in communications [2] - He mentioned ongoing projects, including the upcoming launches of the third-generation 03 and 03+, as well as annual updates for Zeekr models [2] - On September 1, Zhu shared a sketch related to Volvo Cars, indicating a focus on learning and adapting to his new role [4]

Group 1 - The Vice President of Zeekr Technology Group, Dr. Zhu Ling, announced that he will no longer represent Zeekr and Lynk & Co due to a job change, with his new position yet to be disclosed [2] - Dr. Zhu has been overseeing Lynk & Co since December of last year and is in the process of transitioning responsibilities, with several new models set to be released, including the third generation 03 and 03+, as well as annual updates for Zeekr 007, Zeekr 7x, and Zeekr X [5] - Dr. Zhu joined Geely Auto in 2014 and became the Vice President of Zeekr Technology Group in early 2025 after the merger of Zeekr and Lynk & Co, focusing on product development [7] Group 2 - In July, Zeekr brand sales reached 16,977 units, a slight increase of 8% year-on-year, with cumulative sales from January to July totaling 107,717 units, reflecting a 4% year-on-year growth [7] - Lynk & Co brand sales in July were 27,216 units, marking a 28% year-on-year increase, with cumulative sales from January to July reaching 181,353 units, which is a 23% year-on-year growth, indicating steady growth [7]

与中国的缘分已有40余年 1980年，20岁的德国小伙儿狄沛开始在德国洪堡大学学习汉学，当时的他可能不会想到，未来自己会与 中国结下不解之缘。1984年，狄沛来到北京大学交流学习，这是他第一次踏上中国的土地。此后，狄沛 一直来往于中德两国之间，而近20年更是长住中国。 "这40多年来，中国经济社会发生了翻天覆地的巨大变化，而我很幸运地成为见证者之一。"狄沛 说，"从汽车业的发展就可以看出这一点，1984年我到北京的时候，大街上基本看不到几辆小汽车（私 家车）；而现在，不管是北京还是青岛，早晚高峰都是一幅车水马龙的景象。" 编前：近年来，越来越多外国朋友跨越山海来到中国，或工作学习，或畅游山河，而车轮上的体 验，正成为他们"触摸"中国的独特方式。看"歪果仁"如何在新能源与智能化的浪潮里，手握异乡的方向 盘，开出属于自己的精彩故事。从本期开始，《中国汽车报》特别推出"'歪果仁'的中国'轮'回"系列报 道，走进外国朋友在中国的汽车生活。准备好了吗？一起出发！ 没错，狄沛现在定居在"活力海洋之都、精彩宜人之城"的青岛。2018年，他从北京来到青岛，成为青岛 中德生态园（以下简称"中德生态园"）的中外交流专家。中德生态 ...

Core Viewpoint - The article highlights the significant shift in the Chinese automotive market, where domestic brands are increasingly capturing market share from traditional joint venture brands, particularly in the context of the electric and intelligent vehicle revolution [1][3]. Market Dynamics - In the first half of 2025, domestic passenger car sales reached 9.27 million units, with a market share of 68.5%, marking a year-on-year increase of 6.6 percentage points [1]. - Despite joint venture brands' efforts to adopt hybrid strategies, they have not reversed the trend of declining market share [1]. - The penetration rate of new energy vehicles (NEVs) surpassed 50% in July 2024, with total production and sales of NEVs exceeding 10 million units for the year [1]. Lynk & Co's Performance - Lynk & Co achieved a milestone of 1.5 million cumulative deliveries by July 16, 2025, representing a significant advancement in the high-end segment of the Chinese automotive market [1][3]. - The brand's weighted average price reached 18.9 million yuan in May 2025, surpassing many joint venture brands, indicating strong market competitiveness [4][5]. - Lynk & Co's EM-P intelligent hybrid family has an average transaction price exceeding 248,000 yuan, placing it among the top three in the high-end hybrid market [5]. Brand Value and Recognition - Lynk & Co's three-year vehicle depreciation rate stands at 54.58%, with nine models ranking in the top ten for resale value, reflecting strong brand reliability and consumer trust [6][9]. - The brand's ability to maintain high resale values is indicative of its product reliability, brand reputation, and long-term competitiveness [9]. Competitive Strategy - Lynk & Co has successfully navigated the competitive landscape by focusing on product quality and brand value rather than engaging in price wars [4][10]. - The brand has developed a comprehensive product lineup that includes fuel, hybrid, and electric vehicles, catering to a diverse consumer base [12][13]. - Lynk & Co's performance in the market is attributed to its understanding of consumer preferences, particularly among younger buyers, and its innovative approach to user engagement [19][20]. User Engagement and Community Building - Lynk & Co has established a unique user ecosystem that fosters strong connections with its customer base, resulting in a high user loyalty rate of 71% for recommendations [20][21]. - The brand's community initiatives, such as the Co-Owner Council, allow users to have a voice in product development, enhancing brand alignment with consumer needs [21][24]. Future Outlook - Lynk & Co is positioned to continue its growth trajectory, leveraging its technological advancements and user-centric approach to capture more market share in the evolving automotive landscape [25]. - The brand's commitment to innovation and quality is expected to drive its next phase of expansion, with new models like Z10 and Z20 set to enhance its electric vehicle offerings [25].

Core Insights - Lynk & Co has achieved cumulative deliveries exceeding 1.5 million units, indicating a positive sales trend [1] - By May 2025, the weighted average transaction price of Lynk & Co's full product range is expected to reach 189,000 yuan, surpassing mainstream joint venture brands [1] - In the first half of 2025, Lynk & Co's three-year resale value rate reached 54.58%, with nine models ranking in the top ten, including Lynk & Co 03, 07, and 09, which topped their respective market segments [1] Product Performance - The Lynk & Co Z20 recently received a five-star safety rating from Euro NCAP, ranking first globally among SUVs in 2025 [1] - Since its launch in April, the Lynk & Co 900 has received a positive market response, maintaining a top three position in the large SUV segment for eight consecutive weeks and ranking second in sales among full-size high-end hybrid SUVs in June [1] - The first mid-to-large plug-in hybrid sedan, Lynk & Co 10 EM-P, is set to officially launch by the end of the third quarter [1] Competitive Achievements - Lynk & Co has been committed to promoting the development of motorsport in China, with its team achieving seven world championships in the TCR World Touring Car Series over six years by 2024 [1]

Core Viewpoint - The article provides a detailed account of a car owner's experience in purchasing and using the Zeekr 007GT, highlighting the decision-making process, comparisons with competitors, and the overall satisfaction with the vehicle's performance and features [1][2][4][6][11]. Group 1: Purchase Experience - The car was purchased at a price of 202,900 with a limited-time discount of 3,000, and a 20% down payment of 39,980 was made through a loan plan [1]. - The owner received a trade-in value of 41,800 for an old car, making the transition smoother [2]. - The purchase was influenced by a government subsidy of 15,000 for replacing old vehicles with new energy cars [2]. Group 2: Competitor Comparison - Initially, the owner considered an SUV, specifically the Tesla Model Y, but found it to have a low cost-performance ratio despite good driving quality [4]. - The owner also test-drove the Zeekr 7X, noting its high cost-performance ratio and comfort, but ultimately chose the 007GT for its youthful appeal and better handling [6]. Group 3: Delivery and Customer Service - The delivery experience was smooth, with efficient service at the delivery center, and the owner appreciated the quick registration and licensing process in Shanghai [9][7]. - There were some frustrations regarding marketing policies, particularly concerning a promotional electric card that was not provided as expected [9]. Group 4: Vehicle Performance and Features - The owner reported positive driving experiences, highlighting the vehicle's advanced chassis and effective handling of road vibrations [11]. - Features such as automatic parking were appreciated, although there were concerns about the speed of the system [11]. - Some drawbacks included issues with the HUD clarity and occasional delays in unlocking the vehicle [12][13]. Group 5: Overall Satisfaction - Overall, the owner rated the vehicle highly, citing its design, space, and handling as strengths, while noting that software improvements are needed [16]. - The owner expressed a desire for better marketing strategies to avoid feeling misled [16].

Investment Rating - The report assigns a "Buy" rating for the company, indicating a potential upside in the stock price [6][9]. Core Insights - The company achieved a 54% year-over-year increase in March automobile sales, selling 232,000 vehicles, which outperformed its peers. Cumulatively, from January to March, the company sold 704,000 vehicles, a 48% increase year-over-year. Electric vehicles accounted for 339,000 units sold, representing 48.2% of total sales, marking an 18.2 percentage point increase from the previous year [7][9]. - The company is accelerating its electrification transformation, with competitive products across various price segments. The integration of its brands is expected to reduce costs, and the company has a technological edge that may contribute to future profit growth. The impact of U.S. tariffs on the company is expected to be minimal as its products have not yet entered the U.S. market [7][9]. - The company anticipates significant improvements in its 2024 performance, with projected revenues of 240.2 billion RMB, a 34% increase year-over-year, and a net profit of 16.6 billion RMB, a 213% increase. The sales target for 2025 is set at 2.71 million vehicles, a 24.5% increase, with electric vehicle sales expected to reach 1.5 million units, a 69% increase [9][11]. Summary by Sections Company Overview - The company operates in the automotive industry, with a current H-share price of HKD 13.42 and a market capitalization of 135.24 billion RMB. The stock has seen a 12-month high of HKD 18.98 and a low of HKD 7.47 [2][3]. Recent Performance - The company reported a significant increase in sales, with March sales showing a 54% year-over-year growth. The sales of electric and hybrid vehicles are gaining traction, contributing to the overall sales growth [7][9]. Financial Projections - The company forecasts net profits of 13.2 billion RMB, 17.5 billion RMB, and 21.8 billion RMB for the years 2025, 2026, and 2027, respectively, with year-over-year growth rates of 44%, 32%, and 24.5% [9][11].

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 两个月三次合并后，吉利品牌级别的整合还在继续。 文丨魏冰 司雯雯 编辑丨龚方毅 继雷达汽车并入吉利汽车集团后 ，领克被整合进极氪的消息从 13 日晚开始流传，刺激极氪美股股价跳涨 12%。 11 月 14 日，沃尔沃汽车宣布将把持有领克的 30% 股份出售给极氪，交易价格为 54 亿元，预计明年一季 度完成。同日，吉利控股宣布，极氪将持有领克 51% 股份，其余股份继续由吉利汽车旗下全资子公司持 有。 我们了解到，随着极氪对领克的控股，领克汽车的营销中台、供应链、采购等部门将被整合。此前有报道 称领克品牌会在整合后得到保留，财务和采购团队先整合，今年底或明年初推进产品、研发等部门的调 整。 吉利控股下设吉利汽车、沃尔沃、极氪等业务集团，独立结算、自负盈亏。业务集团下设不同汽车品牌和 产品线。此次极氪和领克的调整，相当于将领克从吉利汽车集团平移到极氪集团旗下，领克仍是吉利控股 集团的二级组织。 吉利控股总裁、吉利汽车集团董事长、极氪科技 CEO 安聪慧将全面统筹领克汽车的管理。安聪 ...