Core Insights - Geely Holding Group's chairman Li Shufu expressed high expectations for Qianli Technology and its chairman Yin Qi during the company's first press conference after rebranding to "AFARI" [1][12] - Qianli Technology unveiled its three major business segments: Qianli Smart Driving, Qianli Smart Cabin, and Qianli Smart Mobility, outlining a clear path for the integration of AI and automotive technology [3][4] Business Segments - Qianli Technology aims to achieve a "containing modulus" of 70%-80% in its smart driving systems by the end of 2025, significantly higher than the current industry average of 40%-50% [3][4] - The company plans to reduce reliance on traditional rules and high-precision maps by adopting an "end-to-end model architecture" [4] - Qianli's smart driving product roadmap includes a 1.0 version already launched, a 2.0 version (L3 level) planned for late 2025, and a 3.0 version (L4 level) targeting Robotaxi scenarios expected in 2026 [4][6] Technology and Innovation - The smart cabin operating system "Agent OS" was introduced, featuring advanced functionalities such as "supernatural interaction" and "integrated memory" [5] - Qianli Technology has set an "18-month plan" to establish a comprehensive Robotaxi service, aiming to become the first in China with OEM-level support and dedicated hardware customization capabilities [6][12] Strategic Partnerships - The "Qianli Plan" aims to create a unified AI brain and operating system, leveraging partnerships with Geely and other companies to enhance technological capabilities [8][12] - Mercedes-Benz acquired a 3% stake in Qianli Technology for approximately 1.339 billion yuan, signaling confidence in the company's technological strength and paving the way for collaboration in smart driving and cabin technologies [12][13] Financial Performance - Qianli Technology reported a revenue of 4.184 billion yuan for the first half of 2025, a year-on-year increase of 40.04%, with a net profit of 31.17 million yuan, up 19% [14]

Core Viewpoint - Zeekr is positioning itself in the luxury electric vehicle market with the launch of the Zeekr 9X, aiming to capture a larger share of high-end consumers as it transitions to a wholly-owned subsidiary of Geely [2][19]. Group 1: Product Launch and Market Positioning - The Zeekr 9X is marketed as a "super luxury product" with a starting price of 460,000 RMB, clearly differentiating itself from other Geely products [4][18]. - The vehicle targets high-end consumers, with 80% of pre-sale users coming from luxury brand owners, and over 70% owning vehicles priced above 500,000 RMB [6]. - The Zeekr 9X has received over 10,000 pre-orders within 13 minutes of its launch, indicating strong market interest despite production constraints [23]. Group 2: Technological Features - The Zeekr 9X is equipped with advanced driving technologies, including the H7 and H9 systems, which enhance its ability to navigate complex traffic situations and support L3 autonomous driving [9][12]. - The vehicle features a 900V high-voltage architecture that significantly improves electric range and charging speed, allowing a 20% to 80% charge in just 9 minutes [16]. Group 3: Strategic Integration and Future Plans - Zeekr is undergoing a privatization process to delist from the US stock market, which is expected to streamline operations and reduce costs associated with maintaining a public listing [19][21]. - The integration with Geely aims to enhance resource utilization and reduce redundant investments, with a focus on developing standout models under a unified brand strategy [21][22]. - The company plans to clarify brand definitions, with Zeekr focusing on luxury technology, while other Geely brands target different market segments [18].

以"再造豪华"之名，9月29日，极氪旗下定位全球超豪华SUV新旗舰的极氪9X在上海宣告上市，与极氪009组成的"双旗舰"，准备开启中国豪华旗 舰新时代。 "极氪的定位就是要用极致的技术来驱动科技豪华的品牌，技术要做一定要做到极致。"淦家阅在发布会后接受专访时表示，"我们在研发上不设预 算上限，只要有好的东西我们就大胆投，只要有顶尖的技术我们就全力去研发、攻坚，为客户创造最好的技术，来支撑品牌向上。" 据其介绍，极氪成立四年来已实现180余项首发科技成果，是首发技术最多的中国豪华品牌，也是唯一实现覆盖全球五大洲交付的中国豪华品牌。 除了技术，极氪9X还以其原创设计而自豪。据悉，新车以全球最大一体式格栅、智能投影大灯与电动天地门等原创旗舰设计，准备重塑新能源时 代的旗舰审美。 走进车内，3㎡座舱面积、人均超过1㎡，配合4.2㎡座舱采光面积，也让极氪9X成为移动的全景大平层。每排乘员都拥有尊享座位：第一排有主动 支撑的黄金驾驶席，二排两把行云座椅，三排视野通透可对坐。此外， 以五项NVH认证的静谧座舱为基石，配备3868瓦Naim音响与17英寸3K飞 翼屏，带来影院级视听沉浸体验。 据悉，新车共推出四个版型，官方零 ...

Core Insights - The launch of the Zeekr 9X, priced at 455,900 to 589,900 yuan, has disrupted the existing market dynamics, achieving over 10,000 pre-orders within 13 minutes and 42,667 orders in the first hour, indicating a strong demand that exceeded internal expectations [2][3][5] - The Zeekr 9X aims to compete in the luxury SUV segment, positioning itself against established models like the AITO M9 and NIO ES8, with a focus on extreme luxury and advanced technology [3][5] - The user demographic for the Zeekr 9X includes seasoned luxury car owners, existing Zeekr customers, and tech enthusiasts, showcasing a diverse appeal [5][8] Product Features and Strategy - The Zeekr 9X incorporates advanced technologies such as the H9 intelligent driving system, multiple laser radars, and a luxurious interior design, including a yacht-style roof and 22-inch wheels, aiming to rival high-end brands like Rolls-Royce [3][5] - The vehicle's pricing strategy reflects a commitment to capturing the premium market segment, with the goal of establishing Zeekr as a leading brand in the 450,000 yuan and above category [3][5] - The production capacity for the Zeekr 9X is currently conservative, with plans to ramp up as demand increases, while ensuring quality remains a priority [9][10] Market Position and Competition - The competitive landscape for vehicles priced above 400,000 yuan is intense, with only a few models like the Li L9 and MEGA achieving significant sales, highlighting the challenges Zeekr faces in maintaining momentum [5][10] - The Zeekr brand is strategically positioned to reclaim pricing power in the luxury segment, with the 9X serving as a critical opportunity for market penetration [5][10] - The overall market for luxury vehicles in China is evolving, with increasing consumer support for domestic brands, which is seen as a foundation for future growth [14][18] Technological Advancements - Zeekr's commitment to technological innovation is evident in its development of the 800V high-voltage platform and advanced battery systems, which are positioned as industry-leading solutions [6][12] - The integration of AI and advanced driving technologies is a key focus, with plans to enhance the driving experience and maintain a competitive edge in the smart driving sector [21][23] - The Zeekr 9X's hybrid system is designed to transition from pure electric to hybrid seamlessly, addressing consumer pain points and enhancing user satisfaction [26]

9月29日晚，极氪品牌旗舰SUV极氪9X上市，售价45.59万至58.99万元。发布会后，吉利汽车集团高级 副总裁、极氪科技副总裁林杰在接受《每日经济新闻》记者采访时透露，极氪9X上市13分钟大定突破1 万辆，小定接近8万辆。随后，吉利控股集团高级副总裁杨学良在微博上表示：小定近8万，数据是真实 的。 ...

每经AI快讯，9月30日，港股汽车股今日普涨，截至发稿，吉利汽车(00175.HK)涨4.03%，报19.38港 元；小鹏汽车-W(09868.HK)涨3.56%，报93.1港元；蔚来-SW(09866.HK)涨2.6%，报57.15港元；理想汽 车-W(02015.HK)涨2.59%，报101.1港元。 ...

消息面上，9月28日，江苏省宣布暂停汽车置换更新补贴，同步对报废更新补贴实行"先领资格再申 报"的限额管理。其余政策延续省市均改为"先领先得、领完即止"模式。同时，补贴退坡背景下，除汽 车置换补贴外，新能源汽车车辆购置税政策的调整成为行业关注焦点。 中信建投指出，随着市场高低切换，下半年国补落地、行业反内卷和新能源购置税退坡预期背景下，行 业有望迎来"金九银十"行情。该行指出，当前汽车行业反内卷利好强产品周期头部主机厂，自主高端品 牌仍是蓝海市场，2026年将是30万元以上赛道加速自主渗透率提升的一年，新车产品力及品牌成为胜负 手。 智通财经APP获悉，汽车股今日普涨，截至发稿，吉利汽车(00175)涨4.03%，报19.38港元；小鹏汽车- W(09868)涨3.56%，报93.1港元；蔚来-SW(09866)涨2.6%，报57.15港元；理想汽车-W(02015)涨2.59%， 报101.1港元。 ...

消息面上，9月28日，江苏省宣布暂停汽车置换更新补贴，同步对报废更新补贴实行"先领资格再申 报"的限额管理。其余政策延续省市均改为"先领先得、领完即止"模式。同时，补贴退坡背景下，除汽 车置换补贴外，新能源汽车车辆购置税政策的调整成为行业关注焦点。 中信建投（601066）指出，随着市场高低切换，下半年国补落地、行业反内卷和新能源购置税退坡预期 背景下，行业有望迎来"金九银十"行情。该行指出，当前汽车行业反内卷利好强产品周期头部主机厂， 自主高端品牌仍是蓝海市场，2026年将是30万元以上赛道加速自主渗透率提升的一年，新车产品力及品 牌成为胜负手。 汽车股今日普涨，截至发稿，吉利汽车(00175)涨4.03%，报19.38港元；小鹏汽车-W(09868)涨3.56%， 报93.1港元；蔚来-SW(09866)涨2.6%，报57.15港元；理想汽车-W(02015)涨2.59%，报101.1港元。 ...

Group 1 - The core viewpoint of the article highlights a rebound in Hong Kong's new energy vehicle stocks, with notable increases in share prices for companies like Geely Automobile, NIO, Xpeng Motors, Li Auto, and BYD [1] Group 2 - Geely Automobile's stock rose by over 3% during the afternoon trading session [1] - Other new energy vehicle stocks, including NIO, Xpeng Motors, Li Auto, and BYD, also experienced upward movement in their share prices [1]

每经AI快讯，9月30日，港股吉利汽车(00175.HK)午后涨超4%，截至发稿，涨4.03%，报19.38港元，成 交额16.2亿港元。 ...