领克林杰：吉利会学华为，但不会照搬

Core Insights - The article discusses how Geely is adopting a new product development process inspired by Huawei, while emphasizing the need for customization to fit its own organizational structure [1][2][3] Group 1: Geely's Strategic Shift - Geely is merging with Zeekr, aiming for a more unified management approach and standardized processes across its brands [1][2] - The company is implementing a new product development (NPD) process that incorporates market feedback to ensure commercial success, addressing past issues of disconnect between R&D and market needs [2][3] - Geely's new NPMS process is designed to ensure that products are not only well-engineered but also meet market demands, which was a challenge in the past [2][3] Group 2: Financial Performance - In Q3, Geely reported a core net profit of 3.96 billion yuan, a 19% increase year-on-year, and a cumulative profit of 10.62 billion yuan for the first three quarters, up 59% [5] - The total gross profit for Q3 reached 14.8 billion yuan, with a gross margin of 16.5% for the first three quarters [5] - The Galaxy brand has shown significant growth, contributing to Geely's overall performance despite lower profit margins per vehicle [5] Group 3: Market Outlook - The automotive market is expected to face increased competition and the withdrawal of subsidy policies starting next year, but Geely believes it is well-positioned due to its comprehensive product lineup [6] - The company anticipates that market competition will favor leading brands, allowing Geely to strengthen its market position [6] - Long-term success will depend on brand strength and product quality, despite potential short-term fluctuations due to cyclical factors [6]