零跑汽车2024年度报告

2 3 5 6 9 13 46 48 56 74 79 80 81 83 84 85 175 (FCG, HKFCG) 20246 2520246 25 H1617 Grégoire OlivierDouglas Ostermann 20246 2520246 25 4511 33191922 20246 2520246 25 4511 20246 2520246 25 22 (ESG) 20246 2520246 25 127 9863 (FCG, HKFCG)20247 2520247 25 www.leapmotor.com •20240.8•202413.3%•2024293,7242023144,155103.8% 2024321.62023167.592.0% •20248.4%20230.5%7.9202413.3% •202428.2202342.214.0202423.5202335.211.720240.8 •202484.7202310.873.9202463.22023(3.2)66.4 •2024293,7242023144,155103.8%•20244•202412 3160•2024C225,0712024C76.6%C2023112.9%C20233.3 2025BSUV B10B01B05202550B10BSUV202420253 10 2024CC10C16C1075,469202410,000C1643,52820248,000 C10IDEACMFEuro NCAPANCAPC10 2024LEAP 3.08295(ADAS)(NAC)OTACTC+88%LEAP 3.0C2024C30,000 C16(IAQSA)2024C16520 20253 10LEAP 3.586501 2024500AIAI20252025LEAP 3.5NOA 1+N20242624332023186202477202480% 2024LEAP 2.08OTA50NAPLDWLEAP 3.08OTA100NAP12HPAAI DMP DeepSeek) 2024427 202420241231695427264202382 ESG 20251MSCIESG AA2024EcoVadis(CSR) 20245Stellantis 2024924T03C1020241213,726400350502025550 202533 StellantisStellantis Financial Services15160Distrigo 20251-387,5522024162.1%337,095 20254 10BB10 202426.920230.83,262.5% 2024321.62023167.592.0% 20230.5%20248.4%(i)(ii)(iii) 2024316.32023167.389.1% 202421.4202318.018.9% 20245.320230.15,200.0% 202411.420238.632.6% 2024294.72023166.776.8% 202429.0202319.251.0% 202431.7202343.8 20243.120231.693.8% 202463.22023(3.2)2,058.5% 20240.420230.04900.0% 202412310.6202312 310.825% 202412312023123123.724.7 202428.2202342.2202423.5202335.2 20241231 20242.120233.6 20241231204.220231231193.95.3% 2024123184.72023123110.873.9(i)(ii)(iii) 20241231 2024123129.02024123121.5 202412 31 2024123119.82023123139.249.5% 20241231 20241231 20241231202412315% 202412 31 20241231 2015CTC6SUV C16C10SUV C11C01T03+2023Stellantis202459C10T03LEAP 3.5BB1020254 10 20246 2520246 25 Grégoire OlivierDouglas Ostermann 20246 2520246 25 5 2024123128 20241231 20241231 5 14 24 202412 31 25 5.8%3% 5673 22.0%6.5% Stellantis51%5% C1 26 2024123138 9 18 (a)(b) 8.10(2) 2025 70%30% 20250.1%5%14A20250.1%14A (1) 2025202620271231202520.520.520.5202511.211.211.20.80.80.8 202412312024122420252025 (2) 2025 2022914(i)(ii) 2025(i)(ii)2025(iii)2025 20241231 31.04%4.64%2.16%24.48% 2025202412 24 14A0.1%5%14A.76(2)14A14A (i)(ii)(iii)(iv) 2022202320241231 202412 31105.9 20241231202412242025202412 2420251 28 2022914 202412 31 51%31.04%4.64%2.16%24.48% 14A0.1%5%14A.76(2)14A14A (i)(ii)(iii)(iv) 2022202320241231 202412 31238.9 202412 31202412 242025202412 2420251 28 20241224 202412 24202612 31 89.4% 202612310.1%5%14A (i)(ii)(iii)(iv) (i)(ii)(iii)(iv) 202612 31 202412 3163.516.2 Stellantis21.26%Stellantis49%51%Stellantis0.1%14A.76 2024122420251 28 2023102620231031(a)LPMLPM(b)LPM(c)Stellantis LPMLPMLPM 28203771203811 20231026202310 31 (i)LPM(ii)LPM(iii) 20241231LPM1,165.026.6 2828203771203811 Stellantis21.26%Stellantis49%51%Stellantis (i)(ii)(iii) (i)(ii)(iii) 300074014A.56 37AA A 202412 3115,551 20241231XV(a)XV78(b)352(c)C3 (5)2,000,000 (1)20241231220,552,1741,116,413,915H 20241231XV(a)XV78(b)352(c) (2)70%30%4,077,472H23,606,500H27,683,972H (3)20162136 (4)2,000,000 202412 31XV23336 (1)(http://www.hkexnews.hk)202412 31220,552,1741,116,413,915H (2)20162136 (10)(i)0.01%(ii)59.99%40.0%(11)1,223,24258.83%(12)29.17%41.67%29.17%10,800,000H(13)10,800,000H(14)56,547,741H StellantisSTLA (8)0.0018%60.6%9.09%30.3% (9)1 20241231XV235% II A.I 2021131I III I I12,806,5000.96% IIII I I12 II20379I I I12,806,5000.96% I B.II 20211 31II II II57,723,1644.32% II IIII1 IIII10 IIIIIIIIII IIII IIIIII IIIIIIII IIIIII II6 II 20241231II56,554,9745.07% (1)II II1.4(i)1(ii)II(iii)IIII2II (3)2642IIH II20242 8202441920245102024101720241126202412 5H22.6022.5530.6528.6528.2027.70 20246 25 (6) C. 2022622 50,594,3483.78% 27.26 6 34,700,77320228 527.26 202412 31 (1)20228 527.26620229 292026928 202412312,230,000 10.9076737.03 H 20241 19H2024119 70,213,338(i)31.84%24.15%(ii)5.25%4.99% 2024112024123140,5901,168,190II20241120241231 H31.6040.80 202410910,802,0525,401,02627,005,13027,005,13040.80 2,6002,864.5(i)75%2,148.4(ii)25%716.1 Stellantis 202310 26StellantisStellantisStellantis43.8Stellantis194,260,030HStellantis20231011Stellantis194.3Stellantis43.820231025H36.80Stellantis202311 20 202410 920253 31 StellantisStellantisStellantis202310 26Stellantis Stellantis202310 26202311 20 2022929H6,168.9 •40.0%•25.0%•25.0%•10.0% 20241231202412312025429 20254 29 20242024 1 2 3 202420242024 2025 20254 29 4120162 582015 10201320162011201320092011 301993200820102010002236202112 2014(DesignZentrum NordrheinWestfalen)Red Dot AwardProduct Design2014(iF Industrie Forum Design)iF(iF ProductDesign Award) HDCVI201420112015 20076 19907 4720162 Grégoire Olivier64Olivier202311 2020012016 OlivierStellantis2006PSAOlivier20