Geely Automobile Holdings Limited · HKEX:175
Geely Automobile — H1 2024 Earnings Presentation
22 slides from Geely Automobile's earnings presentation, Aug 21, 2024
Slide 1: 吉利汽车控股有限公司2024年中期业绩发布会
GEELY 20245F PHA aa SASESRERAT ( FASHSERMILZAIRAA ) RRS: 175 (SMA) R 80175 (ARMES)
Slide 2: 免责声明
GEELY _ Beam AMZARRERTBE, MEIRHALAMA RES So MADAMA EWA. BTA ARMA ite BarewasRivs. SUAFSRARADNARTMAZAAW EME, TEE, TRE MEIATRRL. RARSEAAM, WE SiR/RGRARTUAZAAR. SUAFBRARAURRESAR, SHREANPAIATARMARTHMA MEA Aimee ram ASRS REMTARMABAEAUE o AHABANSUASBRARAG ( “AAA” ) URAAANFAOMAKKAG (SAAAAMA “AA” ) RESTA RR
Slide 3: 2024年上半年业绩摘要
GEELY FEhawmAy, DAFA RABRHZ AAR AY 5 iat Al fe LEAS 2024 b+ aH e* 20245 LEIA 95.658 41.0 1,07322 46.6« Oa FLEES Fa EGHS
Slide 4: 销量及新能源销量增长
GEELY FRB BMT , AMATI IS MAG A Eoohe ss —eR , KOSH ARS BS ooh — BAB AL Me (ae) MARES AL Mies (oe) HOSRALSHeS (am) ° ® ies © seem cr +41.0% +116.9% +67.1%
Slide 5: 收入及净利润
GEELY BSE RARHARWSS Tt RMR RAAT IK BEREIWA (Amz) BURA Biftie (ARR EBT) © SERA | RMA +4.2% +46.6% “HW SKARAESM, BARKS, HRRBRRARIRS. NIRPRZFIMACEIERA.
Slide 6: 毛利及毛利率
GEELY SA GMAREN , SAAR WVSRMAT MAM ChE Ss BAAR (ARm AT) FERRE +53.9% +0.7%pt | 16,221 14.4% 15.1%
Slide 7: 销售及行政费用率
GEELY SRA SAM, BERS ERAS TRAE -0.6%pt -0.3%pt 6.5% GES 6.4% 5.9% =
Slide 8: 研发投入
GEELY MAR RRA , HARARE RCO se] FARRRAS (ARG BBR) TARA Le +17.9% -1.6%pt 6,972 B.1%
Slide 9: 归母净利润
GEELY 4S AREA EA I AR AY A el eA he SO 2024_F ESF RNY Site (AR BET) +114.4% 7,470 10,598 HRSESRUA 2 MESA EM RAR CHAS OUTER Se
Slide 10: 现金及资产负债情况
GEELY WSS, SASK ALA 2024 FFMSTE (ARG BAT) +12.8% +25.4% Bee How * RREAAAZMSAR-RAAR+ RS ** (EOATR ERE = RATHER + NUNES + KEI
Slide 11: 销量表现
GEELY Al me BIA7 4.27, LeeiK34% 122187 A SARE [half | Bix (id) 7 AT DMS haha 20.578 100: 8.158 $RIES 76+mx 650+ 56% SRL. 2h 742% GEARY 3081 2m 120 +rantet Jae baeratiiete SOD RRA ME Rh be set ba LASER
Slide 12: 品牌表现
GEELY RASS , BAREIS URRY Bie Ss Fe HS. 8 Ib 106% wx PA Le fag2024% E42 20751 Le BS re Snes BS PHAAT2,41 SRA BGR , RATMIRS.O7IZE BASHURRAR TMA PR REIPO PRY Bhat ante ALRLOOG HES STARAMPVERS Tat Bua, TE, RE, DH, MERE ER RROOER= TAB $1001 RAREXE FSI SEY
Slide 13: 业务发展及战略
WASH RAK, BARNES
Slide 14: 动力总成业务
GEELY HORSESRARENKY, FFTESKMA AMS AS ARR Pilato Bten 17% 33% 50 | | HORSE POWERTRAIN Pere BRITA, SMAR A ETSI, Aramco Asia Singapore Pte. Ltd. Sit 1 3OTHRAMRNOITESSP* —— ; thie * GE SWAE. * GiaeSRaM AAS
Slide 15: 出口及市场表现
GEELY BBE =I MSS URI , HEARS ik BA (Ann B57) 27.158 8.7% 202M LEER RIM || LLNS +3.2% 4.25% 74.5% 669 ese REARS 1455
Slide 16: 战略及技术布局
SBR eRSRRERR , Ed | Re BASASAXSOMS 708 RRA Me i 7.858 | 1.2627 49.9% | 0.632x MAAR SRERERH BFaNAMeKhs ad ERI RUERROM, 23%. 245 LEE BIH. 82, 1.52 SHPRBEANBR 20247 OR SHEE, BTR 4.258% 8 8| 0.852% 34.02% | 0.292% SEARS i % RARE
Slide 17: ESG表现
GEELY ESGRIAE PESeM sci PRESS PAM RH (20204) ioeete Ess) MBER +265. 4145, PA Aes 202456 naa {RF a Rew 66x aaeendts | eae ‘Set enae ans
Slide 18: 2024年下半年战略
—- 20245 FYE RB SARA I0FH MW 2005 mibeieiK21% APMRRAS Aine K70% HOBBA ie bieK45% Alma Rae Spsmahe 21485 AME tr 25230 NE ai S295 MMB MERRORE DAR SHOOCBAR LARISA RIGO EM-PRISEEOS EM-PRFR RAFRRSH, ROSS AURA, Temes eR THB me PAE SURI 7X DEBIMIX RE PEE AMSRS TA a Senate MUA VFRIFARBASS Le IRSA gine) F/R
Slide 19: 2024年下半年新车规划
GEELY 2024F ES CLDIRS MMe RGR Ee trp 8H Rei Boe LT BARES aaa RIEHBBBMSUV =i gala
Slide 20: Slide 20
Slide 21: 2024年上半年业绩
GEELY 202457 Hees WILOA30B ILE 2024H1 2023H1 Es) ‘mt (Mi)* 955,730 677,920 + 41.0% YoY WA ( ABI BAT ) 107,305 73,182 + 46.6% YoY SEAR 2 15.1% 14.4% + 0.7 %pt ABATMAIEBT ( ART B57 ) > 3,228 1,415 + 128.1% YoY RAMA (ART ABT) 10,384 1,274 + 715.4% YoY AAARLHSAM AMA (ARG B57) 10,598 1,571 +574.7% YoY SR
Slide 22: 2024年上半年业绩
GEELY 202457 Hees @MIL6A30BILI 2024H1 2023H1 mh SKA (AB BT) 87,480 60,284 + 45.1% YoY BAIA (ARTE 70) 105,431 101,168 + 4.2% YoY MADRE 11.8% 2.1% + 9.7 %pt AABLATMA (EBIT)R 2 3.0% HERA ORA BS TRAM AARA HK 1 BAGIRR = AMAA 2 AeA
Geely Automobile Holdings — H1 2024 Earnings Presentation on 6ix