Jing Ji Guan Cha Wang·2025-08-05 12:09Core Viewpoint - Recent adjustments in Geely's intelligent driving teams indicate a strategic consolidation aimed at enhancing operational efficiency and competitiveness in the automotive sector [2][4]. Group 1: Team Restructuring - Geely's intelligent driving teams are undergoing significant restructuring, with the Zeekr intelligent driving team merging into Qianli Technology, and Smart's driving team members having the option to transfer to either Qianli Technology or Geely Research Institute [2]. - The integration may involve up to 3,000 personnel, including nearly 1,000 from the Zeekr team and Geely Research Institute, along with 500 from the Maimai Intelligent Driving brand under Megvii [2]. Group 2: Company Background - Qianli Technology, formerly known as Lifan Technology, was restructured in 2020 after financial difficulties, with Geely acquiring absolute control in 2022 [3]. - The company was renamed Qianli Technology in February 2025, marking its transition towards intelligent driving solutions [3]. Group 3: Strategic Intent - Geely aims to create a "second Huawei" through its collaboration with Qianli Technology, as indicated by the appointment of Wang Jun, a former Huawei executive, as co-president [3]. - The establishment of Chongqing Qianli Intelligent Driving Co., Ltd. in March 2024, alongside partnerships with various automotive brands, reflects Geely's ambition to enhance its intelligent driving capabilities [3]. Group 4: Operational Efficiency - Prior to the restructuring, Geely's intelligent driving teams were fragmented across multiple divisions, leading to inefficiencies and resource redundancy [4]. - The "Taizhou Declaration" issued in September 2024 emphasizes Geely's commitment to deep resource integration and eliminating redundant investments to boost overall competitiveness [4]. Group 5: Future Goals - Geely's unified intelligent driving solution, "Qianli Haohan," was introduced in March, indicating a move towards cohesive development across its vehicle lineup [5]. - The company has set ambitious sales targets for 2025, aiming for 2.71 million units sold, with a focus on achieving a 25% year-on-year growth and a significant increase in new energy vehicle sales [5].