吉利汽车公司上调全年销量目标，极氪9X首搭多项新技术，建议“买进”

群益证券2025-07-11

结论与建议：公司6月销售汽车23.6万辆，YOY+42.1%。1-6月，公司实现整车销量141万辆，YOY+47.4%。公司将全年的销量目标上调至300万辆，同比增38%。7月9日，公司举行了极氪9X技术发布会，发布了全球首个全栈900V高压电混架构SEA-S，极氪9X将成为品牌混动车型的标杆产品。公司电动化转型正在加速，高性价比产品策略取得成效，在各个主流价格区间都有市场认可的产品。公司汽车业务...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711084116a4437860&s=b><strong>群益证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>结论与建议：公司6月销售汽车23.6万辆，YOY+42.1%。1-6月，公司实现整车销量141万辆，YOY+47.4%。公司将全年的销量目标上调至300万辆，同比增38%。7月9日，公司举行了极氪9X技术发布会，发布了全球首个全栈900V高压电混架构SEA-S，极氪9X将成为品牌混动车型的标杆产品。公司电动化转型正在加速，高性价比产品策略取得成效，在各个主流价格区间都有市场认可的产品。公司汽车业务...</p>\n\n<a 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宁德时代 骁遥电池，支持6C快充，20%-80%电量补能仅需9分钟，CLTC纯电续航里程最高可达380公里。智能化方面，极氪9X配备双英伟达Thor芯片和5个激光雷达，首搭吉利最高阶辅助驾驶方案千里浩瀚H9。极氪9X将成为品牌混动车型的标杆产品，我们预计后续极氪混动车型的发布将明显提速。盈利预期：我们上调公司2025/2026/2027年净利润分别至138.4/179/223亿元，扣除一次性收益的影响，YOY分别为+47%/+30%/+24%，EPS分别为1.37/1.78/2.2元。当前股价对应P/E分别为11/8.6/7倍，建议“买进”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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