吉利汽车 - 2025 年第三季度非交易路演要点 - 2026 年单位利润目标增长 30%

November 18, 2025 10:28 PM GMT Geely Automobile Holdings | Asia Pacific 3Q25 NDR takeaways – Targeting 30% unit profit growth in 2026 Geely aims to grow market share in China by 20% in 2026 (~9% YTD '25) thanks to strong model pipeline across group brands. We think this would alleviate industry uncertainty. 50-80% overseas growth in 2026. Management reiterated 300k units of NEV exports in 2026 (vs. 110k in 2025), accounting for most of the YoY overseas sales growth, assuming steady ICEV exports. Geely looks ...