Core Viewpoint - The article discusses the strategic developments of Qianli Zhijia, a new company formed by the integration of various teams from Geely and its subsidiaries, focusing on intelligent driving technology and AI integration in the automotive industry [5][9][19]. Group 1: Company Formation and Structure - Qianli Zhijia has absorbed approximately 2,500 employees from Geely, including around 1,500 from Zeekr and nearly 1,000 from Geely Research Institute, resulting in a total workforce of 3,000 [5]. - The company recently completed a capital increase, with total cash contributions exceeding 1.7 billion yuan [5]. - The leadership team includes Ping Qi, who has a strong background in algorithms, and Wang Jun, former president of Huawei's Intelligent Automotive Solutions BU, bringing practical experience to the company [7][9]. Group 2: Strategic Partnerships and Transactions - Qianli Zhijia plans to sign a contract with Ningbo Geely Automotive Research Institute for the transfer of intellectual property rights for a range-extended vehicle technology at a price of 345 million yuan [12]. - The company aims to focus on "AI + vehicle" integration, enhancing its position in the smart mobility technology sector [13]. - In 2024, Qianli's controlling entity, Jianghehui, acquired shares from Geely for 2.43 billion yuan, becoming the second-largest shareholder of Qianli Technology [14]. Group 3: Product Development and Market Position - Qianli Technology has launched the "Qianli Zhijia 1.0" solution, which includes various versions with advanced capabilities, such as a flagship version featuring a computing power of 700 TOPS [23]. - The company is positioned as a supplier of intelligent products and services, with plans to accelerate its technology business layout and achieve rapid growth by 2026 [28]. - The automotive industry is shifting from a "vehicle + AI" model to an "AI + vehicle" model, indicating a future focus on software and user experience rather than hardware [27].

最近一段时间，到了各大车企做下一个五年计划时刻，不少企业纷纷抛出要在2030年实现500万辆的年销规模。 7月31日，一汽集团提出了5年内冲击年销500万辆的阶段性目标；而就在前一天，刚升格的央企的长安，也宣布了要在2030年实现500万辆的整车产销规 模。 时间再往前推进，今年1月初，吉利控股集团宣布，要在2027年冲击500万辆的年销大关。而比吉利更早提出500万辆这个数字的则是比亚迪，他们计划 2025年就要达成这一目标。 一家汽车企业或者集团，要达成500万辆，什么概念？相当于进入全球汽车集团前五。如果这4家车企都宣布要达成500万辆，那动辄2000万辆的规模，几 乎要吃掉国内一大半的市场份额，放在全球9000多万辆的汽车年销规模中，也要占据近四分之一的地位。 咱中国车企的目标之宏伟，着实令人敬佩不已。 如果说500万辆离当下还很遥远，那么300万辆的这个目标，可是很多车企提出要在今年达成的。经统计，目前已经有长安、吉利、奇瑞、东风集团四家车 企，明确表示要在今年达成300万辆的销量目标。 按照同样的方式测算，比亚迪的550万，上汽集团的450万，一汽集团的345万，再加上上述4家车企各300万的体量 ...

紧密捆绑 8月1日，据《21汽车》报道，印奇、王军两人，奔赴宁波杭州湾，参加一场"誓师大会"，会议时长为3小时。 本次会议，由吉利召开，吉利汽车CEO淦家阅、极氪科技集团副总裁陈奇，均出席并做讲话。 37岁的科技新贵，踏上新路。 8月3日，印奇操盘的"千里智驾"，一举揽入约2500名吉利员工，涵盖极氪约1500人、吉利研究院近1000人。加上迈驰智行的500人，新公司 规模达到3000人。 据报道，本月15日前，极氪智驾的员工，即要全部完成转岗。 印奇早已备好粮草，千里智驾刚于7月完成增资，股东方累计现金出资超17亿元。 征战"智驾"，他还多了一位帮手。6月，千里科技请来原华为智能汽车解决方案BU首任总裁王军，出任联席总裁。 印奇毕业于清华计算机实验室，长于算法，王军则有丰富实践经验，两者联手，推动千里智驾启航。 高层指出，吉利未来只有一个智驾团队，即千里智驾，极氪智驾团队和吉利研究院的智驾团队，将整合进新公司。 同日，印奇掌舵的千里科技公告，拟与宁波吉利汽车研究院签约，以3.45亿元的价格，转让一在研车型的知识产权。 转让标的，为一个增程版车型技术，系睿蓝自行研发，吉利付款也干脆——全额一次性付清。 | | ...

Group 1: New Energy Vehicle Market - The penetration rate of the new energy vehicle market reached a historical high of 44.3% in the first half of this year [1] - In July, the wholesale sales of new energy passenger vehicles in China reached 1.18 million units, a year-on-year increase of 25% [1] - Cumulative wholesale sales from January to July totaled 7.63 million units, reflecting a year-on-year growth of 35% [1] Group 2: Automotive Industry Developments - Huawei's Yu Chengdong announced that the Zun Jie S800 model has received over 10,000 pre-orders within 67 days of its launch [2] - Geely has integrated its autonomous driving teams, including the Zeekr team and Geely Research Institute, into a new company called Chongqing Qianli Zhijia, with a total team size of nearly 3,000 [3] - Changan Automobile appointed Dong Chenrui as the new president of Changan Kaicheng, with a background in senior management roles at major global automotive companies [4] Group 3: Financial and Operational Updates - Aiways Automotive's equity worth 700 million RMB has been frozen for three years, as reported by the National Enterprise Credit Information Publicity System [5] - Extreme Fox Automobile announced a partnership with GAC Energy to share nearly 20,000 public charging stations [6] - Shenzhou Car Rental will introduce over 100,000 NIO's "Chocolate" battery swap vehicles, covering various market segments [8] Group 4: Product Launches and Announcements - Land Rover China announced the limited launch of the Range Rover Sport Blue Flame Special Edition, with a retail price of 1.036 million RMB for 50 units [7] - Tesla approved the grant of 96 million shares of stock to Elon Musk, with a purchase price of $23.34 per share [9][10]

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.76%), Gree Power (70.14%), and China Shenhua (67.05%) [1] - The largest increases in holdings over the last five trading days were seen in the following companies: Yingfu Fund (+2.967 billion), Li Auto-W (+2.821 billion), and Hang Seng China Enterprises (+2.531 billion) [1] - The largest decreases in holdings over the last five trading days were recorded for Pop Mart (-807 million), China Mobile (-777 million), and Geely Automobile (-630 million) [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.377 billion shares with a holding ratio of 74.76% [1] - Gree Power (01330) has 284 million shares and a holding ratio of 70.14% [1] - China Shenhua (01088) possesses 2.265 billion shares with a holding ratio of 67.05% [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of +2.967 billion with a change of +11.772 million shares [1] - Li Auto-W (02015) increased by +2.821 billion with a change of +2.787 million shares [1] - Hang Seng China Enterprises (02828) rose by +2.531 billion with a change of +2.782 million shares [1] Group 3: Recent Decreases in Holdings - Pop Mart (09992) experienced a decrease of -807 million with a change of -321.66 thousand shares [2] - China Mobile (00941) saw a reduction of -777 million with a change of -908.28 thousand shares [2] - Geely Automobile (00175) decreased by -630 million with a change of -3,480.90 thousand shares [2]

Group 1 - The top three stocks with net inflows of southbound funds are Yingfu Fund (02800) with 2.858 billion, Hang Seng China Enterprises (02828) with 2.255 billion, and Meituan-W (03690) with 1.397 billion [1][2] - The top three stocks with net outflows of southbound funds are Pop Mart (09992) with -0.382 billion, Ping An of China (02318) with -0.360 billion, and Laopu Gold (06181) with -0.345 billion [1][2] - In terms of net inflow ratio, the top three are Hopson Development Holdings (00754) at 70.43%, K Wah International Holdings (00173) at 64.10%, and Qingdao Port International (06198) at 61.26% [1][2] Group 2 - The top three stocks with the highest net outflow ratios are Gawei Electronics (01415) at -60.55%, Bank of China Aviation Leasing (02588) at -46.75%, and GX Hengsheng Technology (02837) at -43.69% [1][3] - The top ten stocks with the highest net inflows include Kuaishou-W (01024) with 1.391 billion and Alibaba-W (09988) with 1.040 billion [2] - The top ten stocks with the highest net outflows also include CICC (03908) with -0.333 billion and Kangfang Biologics (09926) with -0.263 billion [2]

Group 1 - Aichi Automotive has had 700 million RMB worth of equity frozen for three years, with the court being the Shanghai Huangpu District People's Court [2] - Pony.ai has launched a Robotaxi service in specific areas of Shanghai's Pudong district, operating from 7:30 AM to 9:30 PM on weekdays, available through their app [2] - Geely has restructured its autonomous driving teams, merging the Zeekr autonomous driving team, Geely Research Institute, and the AI brand "Mochi Zhixing" into Chongqing Qianli Zhijia, resulting in a combined workforce of nearly 3,000 [2] Group 2 - Land Rover China has announced the limited launch of the Range Rover Sport Blue Flame Special Edition, with a retail price of 1.036 million RMB for 50 units [2]

记者丨易思琳 编辑丨吴晓宇 一场智驾业务的大整合正在吉利内部展开。 《21汽车·一见Auto》独家获悉，吉利控股集团近期对吉利系内部智驾公司、团队进行了一轮大整合。 极氪智驾团队、吉利研究院、以及旷视旗下的智驾品牌"迈驰智行"，将一同合并进入重庆千里智驾。 天眼查显示，重庆千里智驾科技有限公司是一家合资公司，于今年6月27日正式成立。该公司是千里科 技在上市公司之外，与吉利、旷视等合资成立的一家以智驾业务为主体的公司，其中重庆江河启兴、吉 利和旷视各占股30%，为公司主要三大股东，路特斯持股5%。 在"一个吉利"战略整合思路下，自去年二季度开始，吉利对采购、供应链、智能座舱、整车平台等前后 端资源进行了整合。而智能驾驶业务涉及内外部5个团队，整合人数规模超过3000人，是相对难的一 环。 伴随智能驾驶业务的整合，"一个吉利"加速成形。曾经的"自主一哥"吉利，正向着500万辆野心、重回 一哥的目标加速冲锋。 3000人智驾团队待整合 一位接近吉利的高级别知情人士告诉《21汽车·一见Auto》，周五下午，宁波杭州湾，吉利面向三方团 队高级别员工召开了一次誓师大会，千里科技CEO印奇、千里科技联席总裁王军、吉利汽车 ...

Core Viewpoint - A significant restructuring of intelligent driving (智驾) operations is taking place within Geely, consolidating various teams and companies under a unified entity to enhance efficiency and competitiveness in the automotive market [5][16]. Group 1: Restructuring Details - Geely is merging its intelligent driving teams, including those from Zeekr, Geely Research Institute, and the intelligent driving brand "Mai Chi Zhi Xing" under the newly formed Chongqing Qianli Intelligent Driving [5][6]. - The newly established Chongqing Qianli Intelligent Driving will have a workforce of nearly 3,000, combining approximately 1,500 from Zeekr, 1,000 from Geely Research Institute, and 500 from Mai Chi Zhi Xing [7][10]. - The integration aims to create a single intelligent driving team, with a focus on streamlining operations and reducing redundancy across previously separate teams [7][10]. Group 2: Strategic Goals - Geely's overarching strategy, termed "One Geely," is designed to accelerate the company's growth towards a target of 5 million annual vehicle sales by 2027, with a specific goal of 2.71 million units in 2025, representing a 25% year-on-year increase [16][17]. - The company aims for its new energy vehicle sales to reach 1.5 million units by 2025, achieving a penetration rate of over 55% in this segment [16][17]. - Geely's restructuring is part of a broader shift from strategic expansion to strategic integration, focusing on clarifying brand positioning and improving resource utilization [16][17]. Group 3: Industry Context - The intelligent driving industry is experiencing a shift in business models, with a convergence of technology routes driven by competitive pressures and cost considerations [16]. - The integration of internal and external resources in intelligent driving is seen as essential for Geely to remain competitive in a rapidly evolving market [16][17]. - The restructuring reflects a response to the changing landscape of the automotive industry, where companies must adapt to survive and thrive amid increasing competition [16][17].

Core Viewpoint - A significant restructuring of the intelligent driving business is underway within Geely, consolidating various teams and companies into a single entity, Chongqing Qianli Intelligent Driving, to enhance efficiency and competitiveness in the market [1][2][4]. Group 1: Company Restructuring - Geely is merging its intelligent driving teams, including Zeekr, Geely Research Institute, and Meituan's intelligent driving brand, into Chongqing Qianli Intelligent Driving, which was established in June 2023 [1][2]. - The new company will have major shareholders including Qianli Technology, Geely, and Meituan, each holding 30% of the shares, with Lotus holding 5% [1]. - The restructuring aims to streamline operations and reduce redundancy, with over 3,000 employees involved in the integration process [2][4]. Group 2: Strategic Goals - Geely aims to achieve a sales target of 5 million vehicles by 2027, with a focus on increasing the penetration of new energy vehicles to 55% by 2025 [7][9]. - The company has shifted from strategic expansion to strategic integration, aiming to clarify brand positioning and improve resource utilization efficiency [7][8]. - The unified intelligent driving strategy, named "Qianli Haohan," categorizes solutions into five levels, covering various price segments of Geely's vehicle lineup [4][5]. Group 3: Market Context - The intelligent driving industry is experiencing a shift in business models, with a convergence of technology routes driven by competitive pressures and cost considerations [7]. - Geely's restructuring is part of a broader trend in the automotive industry, where companies are focusing on resource reuse to mitigate costs and enhance competitiveness [7]. - The competitive landscape is tightening, with Geely aiming to reclaim its position as the leading domestic automaker, having previously held the title until 2022 [9].