Automobile Manufacturers

Geely Auto

Geely

Financial Analysis

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The pace of new energy transition continues to accelerate

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BYD COMPANY

BOYD Gaming

GEELY AUTO

ZEEKR Intelligent Tech

BYD Company

BYD Company Limited

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GEELY AUTO-R

Canaan

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

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?

禾赛科技

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Why do stock prices and performance show opposite trends?

North American Energy Par

Tesla

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Hesai

Eaton Vance Municipal Income Term Trust

SIASUN

EMX Royalty

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

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Hesai's Plunge: What Went Wrong?

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BYD ELECTRONIC

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Plus500 Ltd.

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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

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Li Auto

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ROBOSENSE

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

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

Wuhan Geely Automotive Industry Co., Ltd. Increases Registered Capital to About 650 Million RMB

CPCA Predicts Record NEV Sales in November

Geely Auto issues 1 million shares due to exercise of warrant

Geely Launches Electric SUV EX5 in Italy

Geely Auto Reports November Sales of 310,428 Units

Geely Auto Holdings Submits Daily Disclosure Report, Issued Ordinary Shares Increase

Lotus to Launch First Plug-in Hybrid in 2026

Geely Accelerates Overseas Expansion with Light-asset Investment Model

Geely donates HKD 10 million to Hong Kong Fire Services

Geely Automobile Issued 132,500 Shares Due to Warrant Exercise

Renault Geely do Brasil plans to double car production in Brazil

Lynk & Co Announces Expansion into European Market to Boost Brand Awareness

Geely Establishes Chengdu Shanjyu Battery Company to Strengthen Local Supply for New Energy Power Battery