Automobile Manufacturers

GEELY AUTO

地平线

Deep Research

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TSLA

HUAWEI

09863

NVDA

00175

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09866

09868

01211

09660

GELYY

80175

XPEV

BYDDF

BYDDY

002594

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GOOG

81211

HYDD

Horizon Robotics: An NVDA alternative for high-end autonomous driving?

LI AUTO-W

Tesla

Huawei

LEAPMOTOR

NVIDIA

Alphabet

NIO-SW

XPENG-W

BYD COMPANY

HORIZONROBOT-W

Li Auto

Geely Auto

GEELY AUTO-R

NIO Inc. USD OV

XPeng

BYD Company Limited

BYD Company

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Alphabet - C

BYD COMPANY-R

BYD HK SDR 10to1

Horizon Robotics: Can China’s AD substitute chips unseat NVDA?

Geely

Financial Analysis

SBCWW

The pace of new energy transition continues to accelerate

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ZEEKR Intelligent Tech

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SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Geely: Can it successfully break through by 'directly challenging' BYD?

Today’s Key News Recap

01810

OpenAI

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01179

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02076

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1117 | Dolphin Research Focus: 🐬 Stocks 1. $BABA-W(09988.HK) $Alibaba(BABA.US) Alibaba announced that its personal AI assistant, Qwen APP, has officially started public testing, with simultaneous launches on the web and PC, and is available for free. The APP is built on the Qwen3 model, integrating dozens of functions such as AI photo editing and document reading, and plans to be integrated into various life scenarios. The international version will also be launched soon. On the first day of launch, due to traffic far exceeding expectations, many users reported issues such as entry congestion and unresponsive commands...

XIAOMI-W

Apple

Luckin Coffee

HWORLD-S

Microsoft

BIDU-SW

BOSS ZHIPIN-W

BABA-W

TRIP.COM-S

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

H World

BIDU-SWR

Baidu HK SDR 10to1

Baidu

Kanzhun

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Trip.com HK SDR 50to1

Trip.com

Alibaba Qianwen App Goes Viral on Launch Day;Google Gemini 3.0 May Arrive This Week | Today's Important News Recap

禾赛科技

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HSAI

TSDD

TSLL

TSLQ

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TSLR

Why do stock prices and performance show opposite trends?

HESAI-W

Hesai

Eaton Vance Municipal Income Term Trust

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

EMX Royalty

Hesai's Plunge: What Went Wrong?

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PLUS

BYD ELECTRONIC

Desktop Metal

Pros

Plus500 Ltd.

ePlus

ServiceNow

BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

The easing of BYD's price war has provided Geely with a competitive window.

Geely: 'Confronting' BYD, Can It Shake the King's Position?

DJTWW

02589

0508 | Dolphin Research focus: 🐬 Macro/Industry 1. US President Trump officially announced that he plans to hold a press conference on Thursday (10 PM Beijing time tonight) to discuss &#34;a major trade agreement reached with representatives of a highly respected major country&#34;. No details have been provided about which country or the specifics of the agreement, but it is most likely the UK. Gold fell slightly on the negative news, but US stock futures rebounded sharply, while Hong Kong and A-shares closed steadily higher today. 2. Foreign media reports suggest that the Trump administration plans to cancel the Biden-era restrictions on AI chips, which were originally scheduled to take effect on May 15...

Trump Media & Tech

Trump Media & Tech - CW28

AUNTEA JENNY

Trump warned of possible turmoil tonight? Google got backstabbed by Apple｜Today's important news recap

Zeekr

On May 7, 2025, pre-market for ZEEKR in the US, $GEELY AUTO(00175.HK) Geely Automobile submitted a privatization proposal to $ZEEKR Intelligent Tech(ZK.US) ZEEKR. Dolphin Research summarized the key points of the announcement: 1) Core content: Geely Automobile currently holds approximately 65.7% of ZEEKR's shares, and Geely plans to acquire the remaining 34.4% from minority shareholders, making ZEEKR a wholly-owned subsidiary of Geely and delisting ZEEKR from the NYSE; 2) Acquisition price: Geely plans to acquire ZEEKR at $25.66 per share...

ZEEKR: Why did the 'dark horse of pure electric vehicles' choose to delist through privatization less than a year after its IPO?

$ZEEKR Intelligent Tech(ZK.US) Quick Interpretation: Overall, ZEEKR's fourth-quarter financial report performed relatively mediocre, even falling short of market expectations. The points of missing market expectations are concentrated in two aspects:① Fourth-quarter revenue was 22.78 billion, lower than the market expectation of 24.28 billion, with a gap of nearly 1.5 billion. However, the battery and components business declined by 1.3 billion compared to the previous quarter (due to a decrease in sales of battery packs and electric drive units and a drop in unit prices). Although the R&amp;D and service business increased by 800 million quarter-on-quarter (due to the acceptance of a series of R&amp;D projects at the end of the year, confirming the peak period), the total revenue from these two businesses ultimately declined by 500 million quarter-on-quarter. Since these two businesses mainly supply themselves (serving companies within the Geely system), the market will not pay special attention to these two businesses until external supply volume is seen, so the core remains in the automotive business.In this quarter, the car sales business generated 19.3 billion. Although Dolphin Research did not see major institutions separately estimating the revenue from the automotive business, assuming the market would estimate the revenues of the other two businesses (battery and components business and R&amp;D business) to be flat compared to the previous quarter, the market expectation of 24.28 billion for the fourth quarter implies a car sales revenue of 20.3 billion. Therefore, in terms of core automotive business performance, ZEEKR fell short of market expectations, and the issue lies in the selling price of the cars.This quarter, the selling price of cars was 244,000 yuan, below the market expectation of 256,000 yuan. Dolphin Research believes there are two reasons for this shortfall:a. Model structure impact: The proportion of the previously high-priced primary model ZEEKR 001 declined by 21 percentage points quarter-on-quarter to 25.4% in the fourth quarter, while the newly introduced mid-size SUV ZEEKR 7X increased its sales proportion by 31.4 percentage points to 41% this quarter. The overall pricing of ZEEKR 7X is lower than that of ZEEKR 001.b. Promotional impact: Although ZEEKR did not directly lower the prices of models, it launched a financing plan for all models with a &#34;20% down payment and 2 years 0 interest.&#34; However, the overall gross margin from car sales continued to rise compared to the previous quarter, increasing by 1.7 percentage points to 17.3% this quarter, mainly driven by the increased proportion of the high-margin ZEEKR 009 and the decrease in per-unit amortized costs driven by economies of scale (sales increased by 44% quarter-on-quarter).② The second point that fell short of expectations is that operating profit and adjusted net profit were both below market expectations. Although the overall gross margin this quarter exceeded market expectations, due to a significant increase in R&amp;D expenses (up 1.2 billion quarter-on-quarter), Dolphin Research believes that ZEEKR is still accelerating to address the shortcomings in intelligent driving and preparing for the launch of five new models in 2025, which is relatively understandable, but it still needs to be premised on achieving sales growth.

Geely Qianli Haohan VS BYD Tian Shen Zhi Yan, who is better?

Geely: Can the Smart Driving Battle Shake BYD?

Geely Auto Launches the World's Biggest 200 Million Yuan Safety Testing Facility

Geely Auto Launches 'All-Domain Safety 2.0' Technology System and Opens Global All-Domain Safety Center

November Passenger Vehicle Sales Fell Year-over-year, BYD's Sales Increased Month-over-month but Decreased Year-over-year

Geely Auto Sets Up the Largest Global Automotive Safety Testing Facility in Ningbo

Geely Auto Launches $284 Million Safety Testing Facility

Geely Auto repurchased 1.362 million shares at a cost of HKD23.9241 million

Geely Galaxy New Energy Vehicle Sales Co., Ltd Established

Geely Launches New Model GEELY EX5 Max Plus at Hong Kong International Auto Expo

Hesaitech's Long-Range LiDAR Mass Produced On Geely Galaxy V900 And Secures Multiple Model Orders

Global New Energy Vehicle Sales Rose by 32% in Q3 2025

Geely Auto Repurchased 1.537 Million Shares for HKD 27.1361 Million

Geely Automotive Secures $420 Million Financing for ZEEKR Privatization

Geely Automobile Issues 76,000 Shares and Repurchases 1.534 Million Shares

Geely Releases the Third Edition of the Chinese Automotive Design Discourse System Research White Paper

Market Performance and Key Developments in Electrical Equipment and New Energy Industries

Eastern Securities Reiterates Buy Rating on Geely Automobile Holdings with Target Price of HKD 24.69

Geely Auto Holdings Submits Disclosure on Increased Ordinary Shares

Geely Displays New Energy Vehicle Series at Thailand Auto Expo

Geely Launches GEELY EX2 in Thailand and Plans to Expand Retail and After-Sales Network

China Merchants Securities International Recommends Multiple Auto and Robotics Stocks