核心观点吉利汽车发布2025Q1业绩。25Q1公司实现归母净利润56.7亿元,同比增长263.6%。Q1公司实现销量70.4万辆,同比+48%,创历史新高。新能源业务强劲增长,产品结构优化及规模效应凸显,盈利能力亦大幅增长。公司拟私有化极氪,落实《台州宣言》回归“一个吉利”,有望内部整合资源实现经营效率提升。展望25年,公司持续发力智能化,通过千里浩瀚智驾、星睿智算中心赋能10余款新车,有望迎来...
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