GEELY AUTO(HK:00175) Zhong Guo Jin Rong Xin Xi Wang·2026-01-23 08:27Core Insights - Geely Holding Group has announced its "One Geely, Fully Leading" 2030 strategic goal, aiming for global sales to exceed 6.5 million units and revenue to surpass 1 trillion yuan by 2030 [1][2] Group Strategy - The core of "One Geely" focuses on strengthening top-level coordination and establishing a global strategic layout, while "Fully Leading" emphasizes six core areas: brand, technology, and complete vehicles [1] - The brand strategy will enhance the Geely parent brand and integrate local brands like Geely China Star and Zeekr with international brands such as Volvo and Lotus, alongside partners like Renault to create a global brand matrix [1] Technology Development - Geely will develop a top-tier global new energy architecture covering A to E class vehicles, aiming to reduce average R&D cycle and comprehensive costs by over 30% [1] - In the field of intelligent driving, Geely aims for full coverage of L2 level assisted driving, advancing towards L3 industrialization and accelerating the commercialization of L4 technology and Robotaxi [1] - The safety sector will focus on establishing a "world safety dual-polar" pattern, promoting the "Shen Dun Jin Zhuan battery" as an industry benchmark and advancing the industrialization of semi-solid and solid-state batteries [1] Ecological Layout - Geely will focus on user services, future mobility, and methanol-hydrogen electric fields, including the launch of 100,000 customized Robotaxi models by 2030 [2] - The methanol-hydrogen sector will expand multi-scenario applications and accelerate the construction of methanol refueling networks [2] Talent and Sustainability - Geely will deepen its "Talent Forest" strategy with a total investment of 300 million yuan in a youth innovation and entrepreneurship incentive plan, exploring new talent cultivation models [2] - The company will strengthen ESG governance, promoting low-carbonization throughout the product lifecycle and encouraging supply chain partners to achieve carbon reduction [2] Future Outlook - By 2025, Geely aims to achieve sales of 4.116 million units with a 56% penetration rate of new energy vehicles [2] - The company plans to drive high-quality development in the automotive industry through technological innovation in AI, energy diversification, product premiumization, and internationalization, creating a safe, reliable, and intelligent travel experience for global users [2]