大六座SUV再添竞争者！吉利淦家阅：打造“爆款”要回归产品本质

Core Viewpoint - The competition in the large six-seat SUV market has intensified, transitioning from a "blue ocean" to a "red ocean" scenario, with multiple brands launching new models, including the recently launched Geely Galaxy M9, which has set a new price benchmark in this segment [1][2]. Market Dynamics - The large six-seat SUV market is seeing an influx of models from various brands, including Li Auto, AITO, and BYD, with Geely's Galaxy M9 entering the market at a price range of 173,800 to 238,800 yuan, attracting significant attention [1]. - Huachuang Securities predicts that 2025 will be a pivotal year for the launch of six-seat SUV models, with a potential new market emerging for economical models priced around 200,000 yuan, while high-end models above 300,000 yuan may face fierce competition [1]. Product Strategy - Geely aims to create a "hit" model with the Galaxy M9 by focusing on product quality and user experience, addressing pain points such as third-row space and energy consumption [2]. - The Galaxy M9 is built on the GEA Evo architecture and features the new generation Raytheon EM-P AI hybrid system, achieving a minimum fuel consumption of 4.8L/100km and a maximum range of 1500km [5]. Cost Control and R&D Investment - Geely's CEO emphasizes that effective cost control is rooted in robust technical capabilities, with significant investments in R&D amounting to over 100 billion yuan from 2021 to 2025, and a total of over 250 billion yuan in the past 11 years [6]. - The company is integrating various technological advantages to enhance its competitive edge and brand influence globally [6]. Competitive Landscape - Geely is strategically positioning its three brands—Galaxy, Lynk & Co, and Zeekr—within the large six-seat SUV market, each targeting different consumer segments with distinct architectures and styles [7]. - The sales performance of these models is concentrated in mid-to-high configurations, indicating a preference for higher-end options among consumers [7]. Sales Performance - Geely's cumulative sales from January to August reached 1.897 million units, marking a 47% year-on-year increase, prompting the company to raise its annual sales target from 2.71 million to 3 million units [9]. - The company is also accelerating its efforts in intelligent driving technology, launching a unified "Qianli Haohan" driving assistance program and establishing a joint venture focused on advanced driving research [9].