Core Insights - The Geely Galaxy M9, the first flagship SUV from Geely Galaxy, has officially launched global pre-sales with a price range of 193,800 to 258,800 yuan, marking a significant milestone for Geely after achieving one million sales [2][4] - The M9 is built on the GEA Evo architecture and features advanced AI technology, emphasizing flagship aesthetics, space, and safety [2][3] Group 1: Product Features - The M9 boasts dimensions of 5205mm in length, 1999mm in width, and 1800mm in height, with a wheelbase exceeding 3 meters, providing a spacious interior area of 5.2m² and a room utilization rate of 88.3% [2] - It incorporates a high-strength star-shaped cage body structure for safety, equipped with nine airbags and advanced battery safety features, surpassing the new national safety standards established in 2026 [2][3] Group 2: AI Technology - The M9 features an AI intelligent cockpit powered by the Qualcomm 8295P flagship chip and introduces the world's first large-scale deployable emotional intelligent agent, Eva, capable of self-judgment and task execution [3] - The vehicle includes a comprehensive perception system with 11 high-definition cameras, 3 millimeter-wave radars, 1 laser radar, and 12 ultrasonic radars, enhancing driving safety with over 40 L2-level safety functions [3] Group 3: Market Positioning - The M9's starting price of 193,800 yuan positions it competitively against similar models like the Deep Blue S09 and Li Auto L9, which start at significantly higher price points [4] - The growing demand for three-row SUVs, driven by consumer preferences for larger vehicles and family needs, indicates a potential market shift, with competitors needing to either lower prices or enhance configurations to remain competitive [4]

Group 1 - Geely is accelerating the integration of its smart cockpit business under the "One Cockpit" strategy, focusing on a unified AI OS architecture and AI capabilities [1][2] - The integration will consolidate the smart cockpit development capabilities of Geely's four brands: Zeekr, Lynk & Co, Geely, and Galaxy, enhancing resource utilization and overall strength [1][2] - Geely has launched the world's first large-scale deployable hyper-personalized emotional AI agent, Eva, which will be shared across all its brands [2][6] Group 2 - The smart cockpit business will focus on two systems: Flyme Auto and ZEEKR OS, both based on the same AI OS architecture, providing immersive AI interaction experiences [2][6] - Geely's full-domain AI technology system aims to integrate AI into various automotive domains, including driving, power, and chassis, enhancing user experience [6][7] - Geely is positioning itself as a leader in embodied intelligence, having invested in humanoid robotics through its capital arm, indicating a broader technological ecosystem beyond traditional automotive manufacturing [6][7]

Core Insights - Geely Automobile Holdings Limited reported record-high revenue, profit, and sales for the first half of 2025, with revenue reaching 150.3 billion yuan, a 27% year-on-year increase, and a net profit of 9.29 billion yuan, representing a 102% growth [1][2] Financial Performance - The company achieved a gross profit of 24.7 billion yuan, with a gross margin of 16.4%, and total cash levels increased to 58.8 billion yuan [1][2] - The annual sales target was raised from 2.71 million to 3 million units, reflecting strong market confidence and resilience [1] Strategic Initiatives - Geely's "One Geely" strategy has been effectively implemented, enhancing internal resource integration and operational synergy [2] - The merger of Zeekr and Lynk & Co has led to significant synergies in R&D, manufacturing, and management costs [2] New Energy Growth - Geely's total sales reached 1.409 million units, a 47% increase year-on-year, with new energy vehicle sales soaring to 725,000 units, a 126% increase, achieving a market share of over 10% [3] - The Galaxy brand, after becoming independent, saw sales rise by 232% to 548,000 units, while Zeekr maintained its leading position in the high-end market with 90,740 units sold [3] Technological Advancements - Geely has established a comprehensive AI ecosystem, launching the "Smart Geely 2025" strategy, which includes the industry's first "full-domain AI" technology system [4] - The company has developed advanced battery technologies and AI-powered systems, enhancing product competitiveness and safety [4] Global Expansion - Geely's export sales exceeded 180,000 units in the first half of the year, with the Galaxy E5 international version entering 26 countries [5] - The company aims to solidify its leading position in the global smart electric vehicle market with the launch of five new energy products in the second half of the year [5]

2025年中期业绩 吉利汽车控股有限公司 ( 于开曼群岛注册成立之有限公司 ) 股票代号：175（港币柜台）及 80175（人民币柜台） 2025/08/14 本档之内容仅作演示用途，而任何其他人士不应利用或依赖相关信息。本档亦不应⺖视为替代阁下作出判断。阁下应单独负责对本演示材料之讨论 要点作独立调查及评估。吉利汽车控股有限公司对本演示材料之内容的准确性、完整性、可靠性概不作任何表示或保证。未经我方事先同意，不得 复制及/或分发本演示材料之内容。吉利汽车控股有限公司及其主管人员、董事及雇员对任何人士因依赖本演示材料或其内容而蒙受任何损失或损害 彼等概不负责或承担法律责任 。 本档包含对吉利汽车控股有限公司（"本公司"）以及本公司的子公司和关联公司（与本公司合称为"本集团"）一般经营计划和战略的前瞻性陈 述。前瞻性陈述通常包含"将" 、 "预期"和"期望"以及其它类似词语。就其本质而言，前瞻性陈述具有一定风险和不确定性，因为其涉及将在 未来发生的事件和情况。许多因素都会导致实际结果与前瞻性陈述出现重大差异，包括本公司未来经营的变化与发展，竞争环境，落实经营战略及 措施的能力，应对技术变革的能力，以及本集团经营 ...

Core Viewpoint - Geely Automobile reported a significant revenue increase of 27% year-on-year, reaching 150.3 billion in the first half of 2025, driven by deep integration of internal resources and innovation in smart technology [1] Group 1: Financial Performance - Total revenue for Geely Automobile in the first half of 2025 was 150.3 billion, marking a substantial growth of 27% compared to the previous year [1] Group 2: Technological Advancements - Geely launched the industry's first "Smart Car Full-Field AI" technology system, supported by computing power, algorithms, and data [1] - Key technological achievements include the mass production of the Thunder AI Hybrid 2.0, AI Digital Chassis, and AI Smart Architecture [1] - The company introduced the AI Agent OS at the World Artificial Intelligence Conference in July, aimed at creating the next generation of intelligent cockpits [1] - Geely's "Qianli Haohan" advanced driver assistance system is recognized as the only solution globally that achieves "full-field, all-direction, and all-time" perception without blind spots, and it has also entered mass production [1]

Core Insights - The launch of the Geely Galaxy A7 introduces a new competitor in the 100,000 yuan-level new energy sedan market, with a price range of 81,800 to 117,800 yuan [2] Group 1: Product Features - The Geely Galaxy A7 is built on the GEA global intelligent new energy architecture and features the Thor AI Electric Hybrid 2.0, which includes an engine with the highest thermal efficiency of 47.26% in mass production [4] - The vehicle achieves a fuel consumption of only 2.67 liters per 100 kilometers under CLTC conditions, with a comprehensive range exceeding 2,100 kilometers [4] - The A7 has a maximum charging power of 37 kW, allowing the battery to charge from 30% to 80% in just 18 minutes [4] - The car measures 4,918 mm in length and has a wheelbase of 2,845 mm, providing a spacious interior of 4.2 square meters, offering C-class space in a B-class vehicle [6] - It features unique luxury configurations such as 10-layer cotton candy SPA seats and a 14-point SPA-level massage system [6] - The A7 includes 28 storage spaces and the largest trunk in its class at 535 liters, expandable to 988 liters with rear seats folded [6] Group 2: AI and Intelligent Features - The vehicle is equipped with the new Galaxy Flyme Auto intelligent cockpit, which utilizes a computing power of 23.5 EFLOPS and supports voice control and advanced navigation features [7] - It includes the Qianli Haohan H3 assisted driving solution, featuring 11 HD cameras, 3 millimeter-wave radars, and 12 ultrasonic radars, enabling advanced driving and parking assistance [7] Group 3: Market Performance - Since the launch of its first model in May 2023, Geely Galaxy has achieved over one million cumulative sales in just two years, making it the fastest new energy brand to reach this milestone [9] - In the first seven months of this year, Geely Galaxy sold over 640,000 units, representing a year-on-year increase of 233%, with July sales reaching 95,000 units, up 237% year-on-year [9] - The A7 model aims to address user pain points in energy efficiency, space, performance, safety, and intelligence, contributing to Geely's goal of achieving annual sales of 3 million vehicles [9]

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased over 3,000 cutting-edge exhibits from more than 800 companies, highlighting advancements in AI technology, particularly in smart vehicles, with Geely's "Smart Egg Cabin" receiving the highest honor [1] Group 1: Geely's AI Strategy - Geely is not just an automotive company but one of the earliest adopters of AI technology in the industry, emphasizing the importance of user safety in the application of AI in vehicles [3][5] - The company has established a comprehensive "full-domain AI" technology system, becoming the only automaker globally to achieve such a layout, leveraging advantages like early deployment and rapid development [5][7] - Geely's "Smart Geely 2025" strategy aims to lead in electric intelligence by creating a robust technological foundation through big data, satellite networks, and AI ecosystems [5][7] Group 2: Technological Infrastructure - Geely has built a leading technological foundation comprising computing power, algorithms, and data, forming the "Smart Car Computing Alliance" with partners, achieving a total computing power of 23.5 EFLOPS [7] - The company has developed the world's first full-scenario AI model system for the automotive industry, including language, multi-modal, and digital twin models, and has accumulated 10 terabytes of token data and 40 billion automotive-specific data points [7][8] - Geely's "AI+" technology system includes various innovations in intelligent driving, power systems, chassis, and architecture, all of which are now in mass production [8] Group 3: Collaborative Innovations - At WAIC 2025, Geely and partners introduced the next-generation intelligent cockpit Agent OS, which features advanced multi-modal interaction capabilities [10][11] - The collaboration with partners like Jiyue Star and Qianli Technology has led to significant advancements in multi-modal models and intelligent driving systems, enhancing the overall automotive experience [8][10] - Geely aims to evolve from a traditional car manufacturer to a leading robotics company, integrating AI deeply into its vehicles and services [11][13] Group 4: Industry Transformation - The automotive industry is transitioning from mere transportation to becoming intelligent entities, necessitating a shift in automotive companies towards technology-driven organizations [13] - The integration of AI and electric vehicles positions Chinese companies at the forefront of global innovation, with Geely's approach exemplifying a strategic move towards becoming a leader in the AI era [13]

Core Viewpoint - Geely Auto Group showcased its "full-domain AI" technology system and new products at the WAIC 2025, emphasizing its commitment to self-research in intelligent driving technology to meet user demands and ensure future upgrades [1][3][9]. Group 1: Intelligent Driving Technology - Geely's new model, Zeekr 9X, features the Qianli Haohan intelligent driving H9 solution, equipped with dual Thor chips providing 1400 TOPS computing power and L3-level intelligent driving capabilities [4]. - The Qianli Haohan intelligent driving system in all Zeekr models is equipped with dual NVIDIA DRIVE AGX Orin-X chips, achieving a total computing power of 508 TOPS, along with a lidar-based intelligent driving solution [5]. - Geely aims to ensure hardware performance redundancy to maintain competitiveness over the years, allowing users to benefit from new features and upgrades without obsolescence [4][5]. Group 2: Safety and User Experience - Geely's intelligent driving technology aims to be safer than human driving, utilizing advanced technology to enhance safety and user experience [7]. - The company is focusing on cross-domain integration of intelligent driving with cabin and chassis systems, enabling features like steering control and voice commands for improved user convenience [7][8]. - The intelligent driving technology is seen as a foundational "root technology" for full-domain AI, facilitating advancements towards L3 and L4 levels of automation [8]. Group 3: AI Ecosystem and Future Plans - Geely has been proactive in AI development, launching the "Smart Geely 2025" strategy in 2021 to create a robust technological foundation through big data and satellite technology [9]. - The company introduced the industry's first "full-domain AI" technology system in January 2025, integrating AI across various automotive domains and processes [9]. - During WAIC 2025, Geely, in collaboration with partners, unveiled the next-generation intelligent cockpit Agent OS, enhancing user interaction with more natural and emotional responses [11].

Core Insights - Multiple automotive companies showcased their AI ambitions at the 2025 World Artificial Intelligence Conference (WAIC 2025), with Geely revealing its AI layout plans [2][4] - Geely's Chief Intelligent Driving Scientist, Chen Qi, stated that the automotive industry is transitioning from "single-point technological breakthroughs" to "ecological collaborative efficiency" [4][8] - The automotive intelligence is moving into a 2.0 phase, characterized by horizontal cross-domain integration rather than vertical deep development [7][8] Geely's AI Developments - Geely presented new models such as the Zeekr 9X and Galaxy M9, along with its "full-domain AI" technology system [4][6] - The "Qianli Haohan" system, a unified intelligent safety assistance driving system, was highlighted as a key achievement of Geely's full-domain AI system [6][8] - Geely has achieved the integration of AI intelligent agents into vehicles, with applications across various domains including intelligent driving, power, chassis, and architecture [8][16] Industry Trends - The automotive industry is witnessing a shift towards embodied intelligence, with companies leveraging existing technology foundations to develop this sector [9][12] - Tesla announced plans to deploy thousands of humanoid robots in factories by 2025, emphasizing the importance of embodied intelligence in their strategy [9][12] - The next-generation intelligent cockpit, Agent OS, was introduced, offering a more natural and emotional interaction experience [12][15] Future Directions - Geely plans to implement L3-level technology architecture and AI training systems by Q4 2025, aiming for AI to validate and train itself [16][18] - The company aims to evolve AI from a mere execution tool to an intelligent assistant capable of handling complex tasks [18] - Geely's "Smart Geely 2025" strategy focuses on building a robust technological foundation through advanced computing, big data, and satellite technology [16][18]

Core Viewpoint - The automotive industry is transitioning from a focus on single-point technological breakthroughs to an emphasis on ecological collaborative efficiency, with companies like Geely showcasing their AI strategies at the WAIC 2025 event [4][8]. Group 1: AI Development in Automotive Industry - Geely presented new models such as the Zeekr 9X and Galaxy M9, highlighting their "full-domain AI" technology system [4][5]. - The automotive intelligence is moving from the 1.0 stage of single-domain development to the 2.0 stage of cross-domain integration, as stated by Geely's Chief Intelligent Driving Scientist, Chen Qi [7][8]. - The integration of intelligent driving technology is becoming a core AI technology, enabling advancements in L3-level intelligent driving and other vehicle domains [8][9]. Group 2: Geely's AI Innovations - Geely's "Qianli Haohan" system is a unified intelligent safety assistance driving system developed through various AI technologies [6][9]. - The company has achieved the integration of AI agents into vehicles, with results including intelligent driving, AI hybrid power, digital chassis, and intelligent architecture [9]. - Geely aims to evolve AI from a mere execution tool to an intelligent assistant capable of handling complex tasks, with each vehicle serving as a connection point to a vast AI ecosystem [22][23]. Group 3: Embodied Intelligence and User Interaction - Tesla showcased its humanoid robot, indicating a shift towards embodied intelligence, which integrates AI into physical entities [11][13]. - The next-generation intelligent cockpit, Agent OS, was introduced, offering a more natural and emotional interaction experience [15][19]. - Agent OS utilizes multi-modal AI models to enhance user interaction, allowing for real-time understanding and emotional expression [18][19]. Group 4: Future AI Plans - Geely plans to implement L3-level technology architecture and AI training systems by Q4 2025, building on its "Smart Geely 2025" strategy [20][21]. - The company aims to create a robust technological foundation through advanced computing, big data, and satellite technology [20].