Group 1 - Geely is considering expanding into the US market, with brands like Zeekr and Lynk & Co as potential candidates for entry [2] - Geely's global communications director indicated that an announcement regarding the US expansion could come within the next 24 to 36 months, with the main concern being the timing and locations for entry [2] - Geely has not yet sought a production base in the US but suggested that Volvo's assembly plant in South Carolina could be an ideal location [2] Group 2 - Lei Jun stated that Tesla is not invincible, highlighting that the SU7 is the only electric sedan to have beaten the Model 3 in sales [2] - Lei Jun expressed pride in the SU7's product quality and performance, which contributed to its sales success [2] - He also mentioned that the YU7, launched six months ago, has a sales gap compared to the Model Y, but he believes it will compete effectively in the future [2] Group 3 - BAIC Group has launched a pilot operation for L3 vehicles, with plans to gradually open it to individual users by the second quarter of 2026 [2] - The pilot will initially focus on B-end operations to ensure safety, with the first vehicles set to operate in designated areas of major highways [2] Group 4 - The new generation of the SU7 will be equipped with Xiaomi's Super Electric Motor V6s Plus, which will enhance production efficiency and shorten delivery times [2] - The motor will be supplied by a collaboration between "United Microelectronics" and "Huichuan," with plans to introduce self-developed motors in the future [2]

Core Viewpoint - The Chinese automotive market is entering a critical phase in 2025, with domestic brands collectively capturing nearly 70% of the passenger car market share, driven by the rise of new energy vehicles and international expansion [2][4]. Group 1: Market Dynamics - The "self-owned five strong" brands, including BYD, Geely, Chery, Changan, and Great Wall, have established a stable market presence, with total sales of 14.67 million units, accounting for over half of the overall passenger car market [2][4]. - BYD leads the global new energy vehicle sales with 4.6024 million units sold in 2025, marking a 7.73% year-on-year increase, while its pure electric vehicle sales reached approximately 2.257 million units, surpassing Tesla [4][5]. - Geely's total sales exceeded 3.02 million units in 2025, a 39% increase, with new energy vehicle sales reaching 1.6878 million units, reflecting a 90% growth [5][6]. Group 2: Strategic Developments - Geely has initiated a significant restructuring by merging with Zeekr Technology to enhance operational efficiency and resource integration, aiming to save billions in R&D costs annually [9][10]. - Chery has restructured its brand architecture to improve domestic market efficiency, establishing a new business group to streamline operations and enhance competitiveness [9][10]. - Changan has launched a 6 billion yuan capital increase plan to support the development of new energy vehicles and global R&D centers, reinforcing its strategic alignment with major shareholders [10][11]. Group 3: Technological Advancements - The competition among Chinese automakers has evolved from individual technological breakthroughs to a more systemic confrontation, with companies like BYD and Geely focusing on comprehensive technology integration and smart driving solutions [11][12]. - Great Wall has introduced a next-generation intelligent super platform that supports various powertrains, emphasizing its advancements in smart cockpit and driving technologies [12].

Core Viewpoint - The article discusses the competitive landscape of intelligent driving in China, highlighting the potential for latecomers to succeed by leveraging advanced technology and strategic partnerships, as exemplified by Geely and Qianli's collaboration on the G-ASD system [3][6][11]. Group 1: G-ASD System Overview - The G-ASD system, developed by Geely and Qianli, utilizes a state-of-the-art end-to-end model architecture, enabling full-range intelligent driving capabilities without relying on high-precision maps [4][10]. - The system is powered by 23.5 EFLOPS of computing power and vast amounts of real driving data, allowing for rapid iteration and self-evolution through a "world behavior model" [4][10]. Group 2: Strategic Insights - Geely's CEO emphasizes the integration of new energy and intelligence as a unified goal, aiming to establish Geely's intelligent driving as a benchmark in China and compete globally [6][11]. - Qianli's competitive edge lies in its lack of historical technical burdens and a composite team with expertise from various sectors, enhancing its ability to innovate and execute [7][8]. Group 3: Market Positioning and Future Outlook - The article predicts that only three to four leading intelligent driving suppliers will emerge globally, with Qianli and Geely's collaboration positioned to capitalize on economies of scale and technological advancements [11][24]. - Qianli aims to focus on a "big customer strategy," seeking deep partnerships with a select few major automotive clients to build a robust competitive barrier [24][25].

新浪科技讯 1月10日上午消息，据外媒报道，吉利控股正考虑向美国市场扩张，极氪和领克等品牌或是 首选。针对该消息，截至发稿前，吉利控股方面暂未置评。 报道称，吉利控股全球传播总监阿什・萨特克利夫（Ash Sutcliffe）在CES上接受外媒采访时表示，公 司很可能在未来24至36个月内就其在美国的扩张计划发布公告，极氪和领克等品牌可能很适合美国市 场。 萨特克里夫表示，目前最大的问题是何时进入美国以及前往哪些地区。吉利尚未在美国寻找生产基地， 但暗示沃尔沃位于南卡罗来纳州的装配厂可能是一个理想地点。 责任编辑：江钰涵 萨特克里夫表示，目前最大的问题是何时进入美国以及前往哪些地区。吉利尚未在美国寻找生产基地， 但暗示沃尔沃位于南卡罗来纳州的装配厂可能是一个理想地点。 责任编辑：江钰涵 新浪科技讯 1月10日上午消息，据外媒报道，吉利控股正考虑向美国市场扩张，极氪和领克等品牌或是 首选。针对该消息，截至发稿前，吉利控股方面暂未置评。 报道称，吉利控股全球传播总监阿什・萨特克利夫（Ash Sutcliffe）在CES上接受外媒采访时表示，公 司很可能在未来24至36个月内就其在美国的扩张计划发布公告，极氪和领克等 ...

吉利控股集团：年销量首次突破400万辆 1月9日，吉利控股集团发布2025年总销量，2025年总销量首次突破400万年销量，达4,116,321辆，同比 增长26%；其中，新能源销量2,293,099辆，同比增长58%，新能源渗透率56%。 市场监管总局：将进一步加快新能源汽车、锂电池和光伏产业相关国家标准研制 市场监管总局标准技术司副司长朱美娜1月9日在市场监管总局专题发布会上介绍，下一步，市场监管总 局将进一步加快新能源汽车、锂电池和光伏产业相关国家标准研制。同时联合工业和信息化部，开展标 准现场宣贯会，推动行业准确把握标准内容，及时实施应用标准，推动标准尽快落地见效，以标准引领 带动"新三样"高质量发展。 乘联分会：2025年新能源乘用车国内零售销量达1280.9万辆，同比增长17.6% 乘联分会数据显示，12月新能源乘用车市场零售133.7万辆，同比增长2.6%，环比增长1.2%；1-12月累 计零售1,280.9万辆，增长17.6%。12月常规燃油乘用车零售92万辆，同比下降30%，环比增长2%；1-12 月累计零售1,094万辆，下降9%。 1月9日，据工业和信息化部最新一批《道路机动车辆生产企业 ...

Group 1 - The 2026 International Consumer Electronics Show (CES) in Las Vegas showcased over 4,500 international tech companies, focusing on the theme "Smarter AI for All" [2] - Chinese companies demonstrated significant advancements in humanoid robots and AI integration, with many products ready for immediate purchase and use [5][10] - The presence of Chinese firms in the humanoid robot sector exceeded half of the total exhibitors, indicating a strong competitive stance against Korean and American companies [5][11] Group 2 - Chinese humanoid robot companies are evolving from hardware-centric approaches to a focus on modular design and service solutions for international markets [7] - The competition in the humanoid robot industry is shifting towards the ability to produce scalable, deployable, and maintainable systems that meet safety and compliance standards [9] - Chinese brands are increasingly recognized for their engineering efficiency and cost advantages, enhancing their acceptance in international markets [9] Group 3 - The automotive sector, represented by companies like Geely, highlighted the integration of AI in smart cabins and autonomous driving systems, attracting significant attention from international audiences [11][12] - The CES showcased a variety of AI products, from smart home devices to emotional companion toys, indicating a growing market for AI in everyday life [12][15] - The potential for AI to transform daily living is emphasized, with expectations for AI to become an integral part of household management and personal assistance in the near future [18][21]

Core Insights - The Chinese automotive market in 2025 shows a stable total volume with a differentiated structure, indicating a new competitive norm where traditional automakers maintain dominance while new players face varied growth trajectories [3][4][5] Traditional Automakers - SAIC Group sold 4.507 million vehicles in 2025, a 12.3% increase year-on-year, with a retail volume of 4.67 million, maintaining its industry leadership [3] - Geely Automobile achieved sales of over 3.02 million vehicles in 2025, exceeding its targets and setting a 2026 goal of 3.45 million vehicles, reflecting strong growth momentum [4] - Chery Group sold 2.806 million vehicles, including 1.344 million exports, leading in Chinese passenger car exports for 23 consecutive years, with its new energy segment growing by 54.9% year-on-year [4] New Energy Vehicle Players - Leap Motor emerged as a significant player with 596,600 deliveries in 2025, marking a 103% year-on-year increase and becoming the top seller among new forces [2][4] - NIO is gradually recovering from a downturn, with a milestone of producing its one-millionth vehicle expected in early 2026, despite reporting a cumulative loss of nearly 15.7 billion yuan in the first three quarters of 2025 [2][5] - The competitive landscape for new energy vehicles is marked by a stark contrast, with some players struggling while others, like Lantu and Avita, show steady growth backed by traditional automakers [4][5] Strategic Shifts - The industry is shifting from product-centric competition to a focus on ecosystem collaboration and technological innovation, as companies aim to build resilient and innovative ecosystems [5][7] - SAIC Group emphasizes a dual strategy of technological innovation and ecosystem cooperation, launching over 20 competitive new products and collaborating with partners like Huawei and OPPO [6][8] - Companies are setting ambitious goals for 2026, with a focus on advanced technologies such as solid-state batteries, AI, and global expansion, indicating a move towards a more integrated and strategic approach to competition [8][9]

Core Viewpoint - Geely is celebrating its 40th anniversary in 2026, marking its evolution from a small parts manufacturer to a global automotive giant, with a focus on smart electrification and high-quality development in the face of industry transformation and competition [1][18]. Group 1: Sales and Growth - In 2025, Geely's annual sales surpassed 4.11 million units, with a 58% increase in new energy vehicle sales, achieving a penetration rate of 56% [1]. - The company has maintained five consecutive years of rapid growth, indicating a dual breakthrough in scale and quality [1]. Group 2: Strategic Initiatives - Geely's 2024 "Taizhou Declaration" outlines five strategic pillars to guide its development, emphasizing internal integration and operational efficiency [4]. - The company aims to enhance its core competitiveness by streamlining operations, clarifying brand positioning, and reducing redundant investments [4]. Group 3: Technological Advancements - Geely has launched the "Smart Car Full-Field AI" technology system, integrating various AI-driven features into its vehicles, including the FlymeAuto smart cockpit and advanced driver assistance systems [8][10]. - The company has achieved a 47.26% thermal efficiency in its hybrid engine through AI simulation, significantly reducing the R&D cycle by 30% [5]. Group 4: Brand Positioning - Geely has established a clear brand matrix with three main brands targeting mainstream, mid-to-high-end, and luxury segments, successfully elevating its brand value [7]. - The launch of the "9 series" products has positioned Geely in the high-end market, with the Zeekr 9X SUV priced above 500,000 yuan, demonstrating strong market demand [7]. Group 5: Global Expansion - Geely is pursuing a global strategy that emphasizes collaboration and resource integration, as seen in its joint venture with Renault in Brazil to promote new energy technologies [16]. - The company has shifted from a product-focused export model to an ecosystem-based approach, integrating technology, supply chains, and branding for international markets [17]. Group 6: Safety and Innovation - Geely has established a global safety center, launching the "Full-Field Safety 2.0" system that expands safety considerations to a comprehensive ecosystem perspective [13]. - The company is positioning itself as a leader in automotive safety technology, enhancing its global influence in this area [13].

吉利汽车回购明细 | 日期 | 回购股数 （万股） | 回购最高价 （港元） | 回购最低价 （港元） | 回购金额 （万港元） | | --- | --- | --- | --- | --- | | 2026.01.09 | 154.70 | 17.250 | 17.170 | 2662.29 | | 2026.01.08 | 392.50 | 17.380 | 17.170 | 6762.08 | | 2026.01.07 | 338.80 | 17.650 | 17.380 | 5915.60 | | 2026.01.06 | 42.30 | 17.810 | 17.570 | 749.94 | | 2026.01.05 | 342.00 | 17.900 | 17.520 | 6031.47 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：吉利汽车(00175.HK)连续5日回购，累计斥资2.21亿港元） 证券时报•数据宝统计，吉利汽车在港交所公告显示，1月9日以每股17.170港元至17.250港元的价格回购 154.70万股，回购金额达2662.29万港元。该股当日收盘 ...

Core Insights - The solid-state battery industry is experiencing renewed interest from investors due to clear profitability and order visibility in the supply chain, with a significant focus on achieving mass production by 2027 [2][3][6] - Major automotive companies are targeting 2027 for the application of solid-state batteries in vehicles, with many planning to complete product development or testing by 2026 [4][5] Industry Developments - Companies like Tian Shi Ke Feng have begun to engage with potential investors after overcoming initial funding challenges, with plans to expand production capacity significantly in 2026 [2] - The Ministry of Industry and Information Technology has identified solid-state batteries as a key area for development, aiming to establish 3-5 leading companies by 2027 [3] Technical Challenges - The path to mass production of solid-state batteries is fraught with challenges, including material technology discrepancies and shortages in core equipment [6][8] - The industry is divided on material technology routes, with significant competition between oxide and sulfide electrolytes, each having distinct advantages and challenges [10][12] Material Innovations - Solid-state batteries are recognized for their high energy density and intrinsic safety, making them suitable for various applications, although their cost-effectiveness in electric vehicles remains a concern [7][8] - The development of silicon-carbon and lithium metal anodes is ongoing, with companies reporting progress in small-scale trials [9][10] Equipment and Production - The lack of mature mass production equipment poses a significant barrier, with many companies resorting to self-developed solutions to meet production demands [14][19] - The production process for solid-state batteries requires high precision and specialized equipment, which increases costs and complicates the manufacturing process [20][21] Market Dynamics - The solid-state battery supply chain is characterized by a collaborative approach among suppliers and manufacturers, with a focus on meeting evolving technical requirements from cell manufacturers [23][24] - The competitive landscape is marked by a "race" among cell manufacturers to explore various material suppliers, emphasizing the need for continuous innovation and adaptation [24]