Automobile Manufacturers

Geely Auto

Geely

Financial Analysis

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The pace of new energy transition continues to accelerate

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GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

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SBC Medical

BYD Company Limited

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BYD Company

GEELY AUTO-R

ZEEKR Intelligent Tech

Smart Share Global

Canaan

BYD HK SDR 10to1

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

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

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Why do stock prices and performance show opposite trends?

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Hesai

Tesla

Eaton Vance Municipal Income Term Trust

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

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GraniteShares 2x Long TSLA Daily ETF

EMX Royalty

Hesai's Plunge: What Went Wrong?

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BYD ELECTRONIC

Desktop Metal

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Plus500 Ltd.

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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?

Today’s Key News Recap

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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...

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Alphabet

Trump Media & Tech

Trump Media & Tech - CW28

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Apple

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?

Deep Research

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Does BYD, which seems already very expensive, still have the potential for further price increases?

XPeng

XPENG-W

Li Auto

LI AUTO-W

ROBOSENSE

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"Can 'Smart Driving Equality' Really Create Another BYD?

Analyst Maintains Buy Rating on Geely Automobile Holdings

Geely Auto's EGM Approves Related Party Transactions and R&D Services

Geely Auto repurchased 1.908 million shares for HKD31.7971 million

Geely to Launch EX2 Economy Electric Vehicle in 2026

Geely Automobile repurchased 1.991 million shares

Geely's STARRAY EM-i Sets Guinness Record for Lowest Fuel Consumption

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