吉利：2023年吉利集团业绩品牌与战略研究报告（21页）.pdf

1、Corporate Presentation2023年12月 December 2023A company incorporated in Cayman Islands with limited liability(Stock Code:0175(HKD counter)and 80175(RMB counter)公司介紹演示於開曼群島註冊成立的有限公司(股票號碼:0175(港幣櫃台)及 80175(人民幣櫃台).hk108.5 139.4 153.8 18.2 24.7 30.1 11.0 13.1 13.1 7.4 3.5 3.1 050100150200250Nov 22Oct 23No

2、v 23銷量縱覽Sales Volume Overview 吉利Geely領克Lynk&Co極氪Zeekr睿藍Livan3.425.529.731.336.635.3010203040506070Nov 22Oct 23Nov 23新能源汽車銷量縱覽NEV Sales Volume Overview 插電混動PHEV纯電動BEV單位:千部unit:K單位:千部unit:K1按年 YoY:+38%按月 MoM+11%按年 YoY:+87%按月 MoM:+5%十一月份銷量縱覽 November Sales Volume Overview22.6 20.5 24.7 27.6 28.6 30.2 0

3、5101520253035Jun 23 Jul 23 Aug 23Sep 23 Oct 23Nov 23出口銷量縱覽Export Sales Volume Overview 出口Export單位:千部unit:K按年 YoY:+62%按月 MoM:+6%0.00%3.00%6.00%9.00%12.00%15.00%國內市佔率 Market Share in China*040,00080,000120,000160,000200,000240,000銷量(部)Sales Volume(units)本土Domestic出口Export0%10%20%30%40%04,0008,00012,00

4、016,00020,00024,00028,00032,00036,00040,00044,00048,00052,00056,00060,00064,00068,00072,000新能源汽車銷量(部)NEV Sales Volume(units)新能源車銷量NEV Sales Volume佔總銷量比Relative to Total Sales VolumeSales Performance銷售表現.hk05,00010,00015,00020,00025,00030,00035,000出口銷量(部)Export Sales Volume(units)2023202220212020*數據來

5、源自中國汽車工業協會*Data from China Association of Automobile Manufacturers(CAAM)2cBrand strategy and overview品牌戰略綜述.hkLeverage on the companys powertrain capabilities by offering different products to fulfill the customer demands.實施多品牌戰略，覆蓋絕大部分汽車消費市場。睿藍 Livan合資子品牌汽車金融服務Auto Financing高端市場High-end market高端智能電

6、動車市場Premium smart EV market換電車市場Battery swapping market大衆市場Mass market入門純電車市場Entry Level BEV market100%100%50%54%45%75%Joint Venturesbrands新能源系列NEV Series吉利汽車Geely Automobile(HKEx00175)利用公司動力總成能力提供多元化産品以滿足客戶需求。Implement multi-brands strategy to cover most of the automobile market.ICE,22MHEV,1HEV,4PH