李书福拼了 episode artwork

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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