GEELY AUTO shares plummeted 5.04% during intraday trading on Thursday, as a combination of broad-based sector selling pressure and company-specific headwinds at its Lynk & Co subsidiary drove the sharp decline.
The automobile manufacturing sector experienced collective weakness, with major peers such as BYD, NIO, Li Auto, and XPeng all recording notable losses. On the company-specific front, GEELY AUTO's Lynk & Co brand continued to face multiple challenges: July sales plunged 40% year-over-year to just 16,382 units, reflecting ongoing transformation difficulties. The recently launched Lynk & Co 07GT encountered vehicle registration issues due to certificate parameter entry errors, while multiple models were reportedly affected by lidar malfunctions from supplier RoboSense, with vehicle owners demanding compensation beyond free replacements.
Despite the near-term pressure, multiple brokerages maintain a bullish outlook. Guotai Haitong retains an Outperform rating with a target price of HKD 34.49, citing ZEEKR's 111% delivery growth and robust overseas expansion as key profit drivers that could offset Lynk & Co's near-term weakness.
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