EPISODE · Jun 12, 2025 · 8 MIN
李书福拼了
from 虎嗅·商业有味道
5月15日，吉利汽车发布2025年一季度业绩：营收725亿，同比增长25%；净利润22.8亿（剔除35.9亿其他收益），同比增长134%；季度交付70.4万辆，同比增长47.6%。业绩如此靓丽，市盈率却不到10倍。标普还将吉利汽车评级从“稳定”调整为“负面”，给出的理由无非是债务压力、转型挑战、供应链生态、市场竞争等国内外车企共同面临的问题。但汽车行业内，没人会轻视吉利。许多人认为，它有可能挑战比亚迪的新能源车龙头地位。【时间轴】00:53 销量重新抬升，前5个月约为比亚迪的85%02:03 新能源车奋起直追，渗透率逼近50%04:29 不理想的极氪、“黑马”银河与资本变阵
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李书福拼了
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This episode is 8 minutes long.
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This episode was published on June 12, 2025.
What is this episode about?
5月15日，吉利汽车发布2025年一季度业绩：营收725亿，同比增长25%；净利润22.8亿（剔除35.9亿其他收益），同比增长134%；季度交付70.4万辆，同比增长47.6%。业绩如此靓丽，市盈率却不到10倍。标普还将吉利汽车评级从“稳定”调整为“负面”，给出的理由无非是债务压力、转型挑战、供应链生态、市场竞争等国内外车企共同面临的问题。但汽车行业内，没人会轻视吉利。许多人认为，它有可能挑战比亚迪的新能源车龙头地位。【时间轴】00:53 销量重新抬升，前5个月约为比亚迪的85%02:03...
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