GEELY AUTO(HK:00175) Xin Lang Cai Jing·2025-08-20 14:59Core Viewpoint - Geely is focusing on an "All in One" AI cockpit strategy, integrating a unified AI OS architecture, AI Agent, and user ID to create a smart space for autonomous collaboration between people, vehicles, and the environment [1][2]. Group 1: AI Cockpit Development - Geely will no longer develop traditional smart cockpits without AI capabilities, emphasizing the transition to AI-driven solutions [1]. - The new AI cockpit operating system, Flyme Auto 2, will first be implemented in the Lynk & Co 10 EM-P and Geely Galaxy M9 models [1][5]. - The AI cockpit is part of Geely's broader AI technology system, which includes intelligent driving, power, and chassis domains [1]. Group 2: Unified AI Ecosystem - The cockpit development system of Geely, Lynk & Co, and Zeekr is being integrated under the "One Geely, One Cockpit" principle, utilizing a common AI OS architecture [2]. - Flyme Auto and Zeekr OS are built on the same AI OS architecture but are tailored for different user needs in terms of interaction design [2]. - The AI Agent ecosystem combines cognitive and action capabilities, allowing the AI cockpit to provide proactive services [5]. Group 3: AI Capabilities and Infrastructure - Geely's AI capabilities include the ultra-human emotional AI agent Eva, which integrates various AI models for enhanced emotional interaction and task execution [2][6]. - The cloud and vehicle sides of the AI cockpit are interconnected, with Geely's Starry Center 2.0 achieving a computational power of 23.5 EFLOPS and the AI Box featuring 200 TOPS of NPU computing power [3]. - The native software architecture of the AI cockpit allows for hardware-software decoupling and a shift from application-centric to intelligent agent-centric design [3].