今日（8月15日）盘中，吉利汽车（00175.HK）股价大跌5.01%，引发市场关注。这一走势与公司昨日发布的亮眼中期业绩形成鲜明对比。
根据吉利汽车发布的2025年中期业绩报告，公司上半年总收入达1503亿元，同比增长27%，创历史新高。总销量达140.9万辆，同比增长47%，市占率首次突破10%。其中新能源汽车销量72.5万辆，同比增长126%。公司核心归母利润66.6亿元，同比增长102%。基于超预期表现，吉利将全年销量目标上调至300万辆。
尽管业绩表现强劲，但投资者似乎对吉利汽车的部分短板存有顾虑。公司海外市场表现不佳，上半年出口销量同比下降8%。此外，单车平均售价下滑1.4万元至9.6万元，毛利率微降0.3个百分点至16.4%。公司正在推进与极氪的合并，预计年底前完成交割，这一重大变革也可能引发市场的不确定性。分析人士认为，在新能源汽车行业竞争加剧的背景下，投资者可能对吉利未来的增长持谨慎态度，导致股价出现调整。
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