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 achieve a unified brand strategy, focusing on integrating its autonomous driving teams and enhancing operational efficiency [2][3][4]. Group 1: Organizational Changes - Geely's CEO emphasized the need for a cohesive approach to autonomous driving, moving away from multiple fragmented teams to a single entity called "Qianli Zhijia" [3][4]. - The establishment of Qianli Zhijia aims to combine AI capabilities from Qianli Technology with Geely's mass production experience, creating a more efficient development process [3][4][10]. - The integration process is expected to address issues of internal competition among brands and reduce redundant investments, thereby improving overall efficiency [4][5][9]. Group 2: Product Strategy - Geely is positioning its brands distinctly: Zeekr as luxury technology, Lynk & Co as mid-to-high-end performance, and Galaxy as mainstream high-value products [4][9]. - The recent launch of the Galaxy M9 SUV, priced under 200,000 yuan, showcases Geely's ability to control costs while offering competitive products [4][20]. - The company aims to enhance its product matrix by ensuring that different models cater to various market segments without overlapping [4][22]. Group 3: Market Position and Goals - Geely has raised its annual sales target to 3 million units, reflecting confidence in its growth strategy amid increasing competition in the electric vehicle market [7][25]. - The company reported a 47% year-on-year increase in sales from January to August, with significant growth in the domestic market [25][26]. - Geely plans to accelerate the launch of new models, including the Zeekr 9X and Galaxy M9, to meet its revised sales goals [7][26]. Group 4: Technological Development - Geely is focusing on developing a robust technological framework for its autonomous driving capabilities, emphasizing the need for both technical leadership and economic efficiency [10][12]. - The company has committed over 100 billion yuan to R&D from 2021 to 2025, with total investments exceeding 250 billion yuan over the past 11 years [21][25]. - Geely's strategy includes leveraging shared components across brands to reduce costs and enhance product quality [21][24].