8月26日晚，极氪科技集团副总裁、领克品牌产品组长朱凌博士发文称，由于工作岗位变动，不再适合代表极氪和 领克发布信息和表达观点。新岗位去向仍待官方公布。 公开资料显示，朱凌于2014年加入吉利汽车。2025年初，在极氪与领克合并成立极氪科技之后，朱凌担任极氪科 技集团副总裁，负责产品研发及相关工作。 资料显示，极氪品牌7月销量为16,977辆，同比微增8%。1-7月累计销售107,717辆，同比增长4%，增速相对平稳。 领克品牌7月销量为27,216辆，同比增长28%。1-7月累计销售181,353辆，同比增长23%，保持稳健增长。 朱凌表示，从去年十二月开始兼管领克，到现在开始陆续交作业。除了全新的07、08，接下来还有几款作业会陆 续发布，包括第三代的03、03+，同时还有极氪007的年款、极氪7x的年款以及极氪X的年款。 （校对/黄仁贵） ...

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 ...