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吉利汽车丨千里浩瀚智驾发布 开启智能驾驶新纪元【民生汽车 崔琰团队】
汽车琰究·2025-03-04 14:47

Event Overview - The company held an AI technology launch event, announcing collaborations with Jiyue Xingchen and Qianli Technology to enhance AI capabilities from intelligent driving and cabin systems to foundational large models [2] - Key developments include the introduction of the next-generation cockpit operating system Agent OS, the comprehensive rollout of the Qianli Haohan intelligent driving system, and the upgraded Starry Smart Computing Center 2.0 with a computing power of 23.5 EFLOPS [2] Analysis and Judgment - The launch of the Qianli Haohan intelligent driving system strengthens the company's position, with plans for future Geely Galaxy models to feature various levels of the Qianli Haohan system [2] - The Qianli Haohan system includes multiple tiers: H1 supports highway NOA and automatic parking, H3 adds urban commuting NOA, H5 offers full-scene D2D capabilities, H7 includes advanced features like parking valet, and H9 features a top-level L3 architecture [2] - The high-level intelligent driving solutions are expected to be priced below 150,000 yuan by 2025, accelerating market equality and boosting product sales [3] Product Launches - The company introduced the new C-class flagship electric sedan E8, priced between 149,800 and 198,800 yuan, featuring a 45-inch long screen and fully equipped seats [4] - The Galaxy series has been upgraded to the Geely Galaxy brand, integrating the LEVC Geely Yizhen brand into the Galaxy high-end MPV series, with the first model L380 starting at 339,900 yuan [5] - Current models are seeing price reductions of 3,000 to 6,000 yuan, which is expected to stimulate short-term demand [4] Investment Recommendations - The company's new energy brand is gaining momentum, with projected net profits for 2024-2026 at 16.42 billion, 14.1 billion, and 17.45 billion yuan, respectively, and corresponding EPS of 1.63, 1.40, and 1.73 yuan [6] - The PE ratios are estimated at 10, 12, and 10 times for the respective years, maintaining a "recommended" rating [6]