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21对话|淦家阅:《台州宣言》一年考,“笨小孩”吉利如何闯关

Core Viewpoint - Geely is undergoing significant internal restructuring to enhance efficiency and reduce resource duplication, particularly in its smart driving teams, as part of its "One Geely" strategy [1][2][9] Group 1: Organizational Changes - Geely has consolidated multiple smart driving teams into a single entity called "Qianli Zhijia" to address issues of resource dispersion and redundancy [2][3] - The establishment of Qianli Zhijia aims to integrate AI capabilities from Qianli Technology with Geely's mass production experience [2][10] - A new subsidiary, "Qianli Haohan," will be created under Qianli Zhijia to provide smart driving services specifically for Geely [2][11] Group 2: Product Strategy - Geely has clarified its brand positioning, with Zeekr targeting luxury technology, Lynk focusing on mid-to-high-end performance, and Galaxy catering to mainstream high-value products [3][8] - The Galaxy M9, a large six-seat SUV priced under 200,000 yuan, exemplifies Geely's ability to control costs while breaking market barriers [3][20] - The company emphasizes a "Three Nine Plan" to ensure distinct market positioning for its various brands [3][22] Group 3: Financial Performance and Goals - Geely has raised its annual sales target to 3 million units, reflecting confidence in its growth trajectory, with a 47% year-on-year increase in sales from January to August [7][25][26] - The company has seen significant growth in the domestic market, exceeding 60% year-on-year [25] - The Galaxy brand has achieved over 1.33 million cumulative sales, marking it as the fastest-growing new energy brand to reach this milestone [7][26] Group 4: Competitive Landscape - The Chinese automotive market is highly competitive, with local brands capturing nearly 90% of the new energy vehicle market share by mid-2025 [6] - Geely faces pressure from competitors like BYD, particularly in the 100,000 to 200,000 yuan price segment [7][25] - The company is accelerating product launches, including the upcoming Zeekr 9X and Xingyao 6 models, to maintain market competitiveness [7][26]