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Li Auto and Geely Automobile hit new sales highs in November 2025

Li Auto deliveries reached a record high of 33,181 vehicles in November 2025, bringing cumulative deliveries to 1,495,969 vehicles. Geely Automobile's total vehicle sales in November were 310,428 units, a year-on-year increase of approximately 24%. Cumulative sales in the first 11 months reached 2,787,750 units, a year-on-year increase of 42%. Both companies are showing strong sales growth momentum.

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    • SG Visual ResearchSG Visual Research
      ·2025-12-24

      Geely just pulled off a masterstroke — and the market missed it.

      $吉利汽车(00175)$  $吉利汽车ADR(GELYY)$   By taking Zeekr private, they didn’t just simplify ownership. They unlocked RMB 30 billion in hidden profit for 2026. Now, three premium EVs — Galaxy M9, Lynk & Co 900, Zeekr 9X — are hitting showrooms, targeting China’s booming demand for 6-seater SUVs. Sales up 24% Margins expanding Trading at 6x P/E for 2026 This isn’t a cyclical auto stock anymore. It’s a consolidated EV powerhouse trading like it’s still 2022. 👇 Why Geely could be the biggest value play in Chinese equities right now.
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      Geely just pulled off a masterstroke — and the market missed it.
    • SG Visual ResearchSG Visual Research
      ·2025-12-24

      Geely just pulled off a masterstroke — and the market missed it.

      $吉利汽车(00175)$  $吉利汽车ADR(GELYY)$   By taking Zeekr private, they didn’t just simplify ownership. They unlocked RMB 30 billion in hidden profit for 2026. Now, three premium EVs — Galaxy M9, Lynk & Co 900, Zeekr 9X — are hitting showrooms, targeting China’s booming demand for 6-seater SUVs. Sales up 24% Margins expanding Trading at 6x P/E for 2026 This isn’t a cyclical auto stock anymore. It’s a consolidated EV powerhouse trading like it’s still 2022. 👇 Why Geely could be the biggest value play in Chinese equities right now.
      看43回复Comment
      点赞2
      编组 21备份 2Share
      Report
      Geely just pulled off a masterstroke — and the market missed it.
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