Core Insights - The 2025 World Intelligent Connected Vehicle Conference was held in Beijing, where Geely's chairman Li Shufu discussed new opportunities and pathways for the development of intelligent connected vehicles [1] Group 1: Geely's AI Achievements - Geely has made significant advancements in "full-domain AI," integrating AI technology into various automotive components, transitioning vehicles from "functional machines" to "intelligent life forms" [3] - Key AI technologies include the Flyme Auto2 AI cockpit system, Thunder God AI hybrid system, AI digital chassis, and AI intelligent architecture, all of which are now in mass production [3] - The Qianli Haohan safety assistance driving system, developed in collaboration with Qianli Technology, features the industry's largest hardware and software bandwidth and is a Level 3 intelligent driving solution [3] Group 2: "Heaven and Earth Integration" Strategy - Geely's "Heaven and Earth Integration" strategy aims to create a comprehensive technology ecosystem that combines smart vehicles, intelligent roads, and robust cloud services [4] - The Geely satellite constellation, with 64 operational satellites, represents a significant achievement in China's private commercial space sector, enabling large-scale applications [4] - Geely's subsidiary, Cao Cao Travel, will utilize the satellite constellation for real-time communication services, enhancing emergency response capabilities [4] Group 3: Low-altitude Travel Developments - Geely's Wo Fei Chang Kong has emerged as a leading player in the low-altitude travel sector, with its AE200 aircraft marking a milestone in the development of large manned vertical take-off and landing vehicles [5] - The AE200 is designed to meet diverse travel needs, including intercity travel, airport shuttles, scenic tours, and emergency rescue, with orders covering key economic regions [5] Group 4: Strategic Insights for Intelligent Connected Vehicles - Geely emphasizes the importance of user value and safety in the development of intelligent connected vehicles, ensuring that technology addresses real user pain points [6] - The company advocates for self-research in technology while promoting open collaboration within the industry to accelerate overall progress [6] - Geely calls for the establishment of unified standards and norms in the intelligent connected vehicle sector to facilitate cross-industry integration [6] - The company stresses the need to respect manufacturing principles and industry regulations, viewing the evolution of intelligent connected vehicles as a transformation of the manufacturing sector [6] Group 5: Future Outlook - The wave of intelligent connectivity is reshaping the automotive industry, with China positioned as a key market and innovation hub in this transformation [7] - Geely aims to seize opportunities for collaboration and mutual benefit in the evolving automotive landscape [7]

Core Viewpoint - Geely Auto has launched the Galaxy M9, a six-seat SUV positioned as a competitive offering in the market, showcasing its capabilities in AI technology and design [1][10]. Design and Space - The Galaxy M9 features a "Starry Ripple" design language, with a low drag coefficient of 0.285Cd, and offers six body colors and two interior color options [1]. - The vehicle measures 5.2 meters in length with a wheelbase exceeding 3 meters, providing an interior space of 5.2 square meters and a space utilization rate of 88.3% [3][5]. Product Development and User Focus - Geely emphasizes collaboration between R&D and sales, focusing on user needs from the vehicle planning stage, such as optimizing third-row space for two-wheel drive models [5]. - The "Three-In-One" space design based on the GEA Evo architecture allows for a high space utilization rate, accommodating six 20-inch carry-on suitcases in the trunk when fully seated [5]. Technology and Performance - The Galaxy M9's core competitive advantage lies in its comprehensive AI capabilities, powered by the Starry Smart Computing Center 2.0 and extensive data [7]. - It features the new generation Raytheon EM-P AI hybrid system, achieving 0-100 km/h in 4.5 seconds, with a fuel consumption of 4.8L/100km and a comprehensive range exceeding 1500 kilometers [7]. - The vehicle is equipped with Flyme Auto 2 AI smart cockpit and advanced driving assistance features, including emotional AI and multi-screen interaction [7]. Market Response and Sales Strategy - The pre-sale of the Galaxy M9 saw over 40,000 orders within 24 hours, indicating strong market demand [8]. - Geely aims to ensure "delivery upon launch" and enhance user experience through transparent pricing and independent operations of sales channels [8]. - Over 50% of pre-sale orders are from families with two children, indicating a shift in the user demographic towards middle-class professionals [10].

Core Insights - The launch of the Galaxy M9 by Geely has seen impressive pre-sale orders exceeding 40,000 within 24 hours, indicating strong market demand that may outpace production capacity [1] - The Galaxy M9 was officially launched on September 17, with a price range of 173,800 to 238,800 yuan, reflecting a price drop of 20,000 yuan compared to pre-sale prices, showcasing Geely's confidence in the model [1] - Geely Galaxy has achieved significant growth, with sales reaching 548,000 units in the first half of the year, a 232% year-on-year increase, and a market share of 8.4%, marking its position among the top tier of China's new energy vehicle market [3] Sales Performance - The Galaxy M9's pre-sale success has further enhanced the "Galaxy Speed," with the model's market coverage exceeding expectations and competing against over 11 related models in the 200,000 to 250,000 yuan segment [3] - Over 50% of the target users for the Galaxy M9 are from key sectors such as government, high-end manufacturing, and healthcare, aligning with the vehicle's design aimed at family users needing spacious and intelligent features [3] Development Strategy - The success of the Galaxy M9 is attributed to Geely's "explosive product methodology," which emphasizes collaboration between R&D and sales teams, ensuring user feedback drives product development [5] - The design of the Galaxy M9 incorporates user insights, such as the need for a spacious third row, leading to innovative design solutions that maximize interior space [5] Technological Advancements - The Galaxy M9 is the first vehicle to embody Geely's full AI capabilities, developed under the "Smart Geely 2025" strategy, showcasing advancements in computing power, algorithms, and data utilization [8] - Geely has established a leading position in AI with its Starry Smart Computing Center achieving 23.5 EFLOPS of computing power, and the integration of AI across product features to enhance user experience [8][9] Future Outlook - Geely aims to redefine automotive value standards in the AI era, with plans for a global satellite network to enhance connectivity and positioning in the market [9] - The Galaxy M9 represents a significant step in Geely's new energy strategy, combining popular appeal with advanced AI capabilities, signaling the rise of Chinese brands in the smart automotive sector [9]

Core Viewpoint - Geely Galaxy M9 has been launched in Hangzhou on September 17, featuring six configurations and a price range of 173,800 to 238,800 yuan, positioning itself as a new benchmark for mainstream large six-seat SUVs with advanced AI technology [1][4]. Group 1: Product Features - The Geely Galaxy M9 offers a spacious design with dimensions of 5205mm x 1999mm x 1800mm and a wheelbase exceeding 3 meters, providing a versatile interior with multiple seating configurations and a maximum storage capacity of 2171L [2][3]. - It is equipped with 9 airbags, the highest in its class, including unique dual-chamber rear airbags for comprehensive safety coverage, and has passed rigorous safety tests, exceeding the 2026 national standards [2][3]. - The vehicle features an AI digital chassis, advanced suspension systems, and a new generation of hybrid power systems, achieving 0-100 km/h acceleration in 4.5 seconds and a turning radius of just 3.45 meters [3]. Group 2: Technological Innovations - The Galaxy M9 incorporates the "Starry AI Cloud Power 2.0" control system, which utilizes AI to optimize fuel and electric power strategies, achieving a fuel consumption of 4.8L/100km and a comprehensive range exceeding 1500 kilometers [3]. - It features a state-of-the-art multimedia system with a 30-inch 6K screen, 32-inch AR-HUD, and a high-end audio system with 27 speakers, delivering a premium audio-visual experience [4]. - The vehicle supports advanced driver-assistance systems with over 40 L2-level safety features, enabling city navigation without maps and enhancing overall safety [4]. Group 3: Market Positioning - The Geely Galaxy M9 represents Geely's latest technological advancements and aims to penetrate the high-end market, establishing itself as a leader in the large six-seat SUV segment [4].

Core Viewpoint - Geely Auto has launched the Galaxy M9, a six-seat SUV positioned as a competitive alternative in the market, showcasing its capabilities in AI integration and design innovation [1][10]. Design and Space - The Galaxy M9 features a "Starry Ripple" design language, with a low drag coefficient of 0.285Cd, and offers six body colors and two interior color options [1]. - The vehicle measures 5.2 meters in length with a wheelbase exceeding 3 meters, providing an interior space of 5.2 square meters and a space utilization rate of 88.3% [3]. Product Development and User Focus - Geely emphasizes collaboration between R&D and sales, focusing on user needs from the vehicle planning stage, such as optimizing third-row space for two-wheel drive models [5]. - The "Three-in-One" space design based on the GEA Evo architecture achieves an 88.3% space utilization rate, allowing for flexible storage solutions [5]. Technology and Performance - The Galaxy M9's core competitive advantage lies in its full AI integration, utilizing the Starry Smart Computing Center 2.0 for enhanced performance across various domains [7]. - It features a new generation of the Raytheon EM-P AI hybrid system, achieving 0-100 km/h in 4.5 seconds, with a fuel consumption of 4.8L/100km and a comprehensive range exceeding 1500 kilometers [7]. Sales and Market Response - The pre-sale of the Galaxy M9 saw over 40,000 orders within 24 hours, indicating strong market demand [8]. - Geely aims to ensure "delivery upon launch" to prioritize initial customers and enhance user experience through transparent pricing and independent operations [8]. Target Audience and Brand Positioning - The Galaxy M9 is positioned as the flagship product of the Galaxy brand, targeting families, particularly those with two children, and professionals from various sectors [10]. - The inclusion of a diverse user base is expected to enhance the brand's value and market presence [10].

Core Viewpoint - Geely's Galaxy M9 has been launched with an aggressive pricing strategy, significantly undercutting competitors in the large SUV market, particularly in the context of rising prices for electric vehicles [2][5]. Product Strategy - The Galaxy M9 is priced between 173,800 to 238,800 yuan, which is 20,000 yuan lower than its pre-sale price two months ago, challenging the perception that larger vehicles must be expensive [2]. - The vehicle features high-end specifications across all models, including the Qualcomm 8295 chip and L2-level assisted driving, appealing to Chinese consumers' preference for well-equipped vehicles at lower prices [2]. - The M9 offers two electric range options of 100 km and 230 km, addressing different consumer needs and alleviating "range anxiety" associated with electric vehicles [2]. AI Integration - The Galaxy M9 fully embraces AI technology, featuring an AI digital chassis, intelligent cockpit, and cloud power system, aiming to enhance the driving experience [3][5]. - The vehicle includes an advanced emotional AI assistant, Eva, which aims to improve human-vehicle interaction through voice technology and emotional understanding [3]. - The M9's autonomous driving capabilities promise to address common pain points in urban navigation, although Geely must prove the effectiveness of its AI technology compared to established competitors [3][5]. Market Positioning - The Galaxy M9 serves a dual role for Geely: showcasing technological prowess and capturing market share in the competitive 200,000 yuan segment [5]. - Positioned below the 400,000 yuan price point of competitors like Li Auto's L9, the M9 targets price-sensitive consumers who require larger SUVs without the premium price tag [5]. - Geely's vertical integration in technology and manufacturing supports the M9's competitive pricing while maintaining high specifications [5]. Market Response - Initial market response has been positive, with over 40,000 pre-orders within 24 hours, indicating strong demand for high-value large SUVs [5]. - The success of the M9 will depend on its ability to convert pre-orders into actual sales and manage production capacity effectively [5]. Competitive Landscape - The M9's entry into the market may shift the dynamics of the large SUV segment from a "blue ocean" to a "red ocean," intensifying competition and potentially leading to price wars [7]. - The sustainability of Geely's competitive advantages, such as brand recognition and product differentiation, will be critical as more manufacturers enter the market [6][7]. - The performance of the M9's intelligent features in real-world scenarios will significantly impact consumer perception and product reputation [6].

Core Viewpoint - The Geely Galaxy M9, a flagship large six-seat SUV, was officially launched in Hangzhou on September 17, with a starting price of 173,800 yuan, showcasing advanced design and technology features [2][6]. Pricing and Models - The Geely Galaxy M9 offers six configurations, including the 210km four-wheel drive version and the 230km two-wheel drive version, with a price range of 173,800 to 238,800 yuan after a limited-time trade-in incentive of 10,000 yuan [2]. Design and Dimensions - The vehicle features a design inspired by nature, with a body size of 5205mm × 1999mm × 1800mm and a wheelbase exceeding 3 meters, providing an interior area of 5.2m² and a space utilization rate of 88.3% [3]. - The exterior design incorporates the "Starry Ripple" language, with advanced LED lighting and aerodynamic optimizations achieving a drag coefficient as low as 0.285Cd [2][3]. Safety Features - The M9 is equipped with a high-strength star-shaped cage body, nine airbags, and a battery that meets new national safety standards, exceeding the requirements set for 2026 [3][4]. Performance and Driving Experience - The vehicle features an AI digital chassis, a new generation hybrid system, and achieves 0-100 km/h acceleration in 4.5 seconds, with advanced handling capabilities [4]. - It boasts a minimum turning radius of 3.45 meters and is the first in the industry to implement tire burst control in corners [4]. Energy Efficiency and Range - The M9's hybrid engine has a thermal efficiency of 47.26%, with a fuel consumption of 4.8L/100km under CLTC conditions and a comprehensive range exceeding 1500 kilometers [4]. Intelligent Features - The vehicle is equipped with the Galaxy Flyme Auto 2 smart cockpit, featuring 61 new functions and advanced AI capabilities for emotional understanding and voice interaction [5][6]. - It includes a high-performance audio system and a comprehensive suite of L2-level safety features, enhancing the driving experience [5][6].

Core Insights - Geely's Galaxy M9, dubbed the "new car of the AI era," was launched in Hangzhou with six model configurations, priced between 173,800 to 238,800 yuan after a limited-time trade-in incentive of 10,000 yuan [1][3] Design and Aesthetics - The exterior design of the Galaxy M9 was created by Geely's "global design dream team," blending Chinese design aesthetics with global trends, featuring a "Starry Ripple" design language with advanced LED lighting [5][7] - The vehicle is available in six colors, each inspired by "scenic views," and offers two interior color options, showcasing meticulous craftsmanship [7] Space and Comfort - The Galaxy M9 boasts impressive dimensions of 5205mm x 1999mm x 1800mm and a wheelbase exceeding 3 meters, achieving a high space utilization rate of 88.3%, aimed at providing a "first-class mobile cabin" experience [7][8] - The vehicle features a versatile interior with multiple seating configurations and a maximum storage capacity of 2171L, catering to various user needs [10] Safety Features - The Galaxy M9 incorporates a 720° safety concept, utilizing a high-strength star-shaped cage structure and nine airbags, including dual-chamber far-end airbags for enhanced occupant protection [12] - The vehicle's battery safety is ensured through a specialized battery design with multiple protective measures [12] Driving Experience - Equipped with the new generation Raytheon EM-P AI hybrid system, the Galaxy M9 achieves a 0-100 km/h acceleration in just 4.5 seconds, with a turning radius of only 3.45 meters [14][17] - The vehicle features advanced driving dynamics with a dual-arm and five-link suspension system, supporting independent leveling for various road conditions [13] Intelligent Features - The Galaxy M9's intelligent cockpit includes the upgraded Galaxy Flyme Auto 2, offering 61 new features and enhanced functionality for a seamless user experience [19] - It features an advanced emotional AI assistant named Eva, capable of understanding user emotions and providing personalized services [19] Entertainment and Connectivity - The vehicle is equipped with a high-performance Qualcomm 8295P chip, supporting a multi-screen interactive system and a premium sound system with 27 speakers and 2300W power [19] - The Galaxy M9 is designed as a "mobile cinema," featuring a 30-inch 6K screen and a 32-inch AR-HUD for an immersive visual experience [19] Autonomous Driving Capabilities - The Galaxy M9 includes the Qianli Haohan H5 autonomous driving solution, utilizing a comprehensive sensor suite for advanced parking and driving assistance features [20] - It supports various automated parking scenarios, ensuring safety and convenience for users [20]

Core Points - The Geely Galaxy M9 was officially launched in Hangzhou on September 17, with a limited-time starting price of 173,800 yuan [1][7] - The vehicle is positioned as a flagship SUV, integrating advanced AI technology and aiming to set new standards in the six-seat SUV segment [14][49] Pricing and Models - The Geely Galaxy M9 offers six configurations, with prices ranging from 173,800 yuan to 238,800 yuan after a limited-time trade-in bonus of 10,000 yuan [7] - Customers can enjoy various promotional offers, including a 12,000 yuan financing plan with 0% interest for three years [10][11] Design and Aesthetics - The M9 features a "Starry Ripple" design language, with a focus on luxury and aerodynamics, achieving a drag coefficient of 0.285 Cd [15][21] - The vehicle is available in six distinct colors, each inspired by desirable landscapes, and offers a spacious interior with a focus on comfort [15][21] Space and Comfort - The M9 boasts a body size of 5205mm x 1999mm x 1800mm and an axle distance exceeding 3 meters, providing the largest interior space in its class [21][25] - It features a versatile seating arrangement and storage solutions, with a maximum cargo space of 2,171 liters when the second and third rows are folded down [25] Safety Features - The M9 is designed with a comprehensive safety structure, including a high-strength star cage body and nine airbags, ensuring extensive protection for occupants [28] - It has passed rigorous safety tests and is among the first models to meet new national battery safety standards [28] Driving Experience - The vehicle is equipped with an AI digital chassis, enhancing driving control and comfort, and features advanced suspension systems for improved handling [31][32] - It includes a new generation of hybrid power systems, achieving a fuel consumption of 4.8L/100km and a range exceeding 1,500 kilometers [36] Intelligent Features - The M9 introduces the Flyme Auto 2 AI smart cockpit, offering numerous interactive features and advanced navigation capabilities [40] - It is equipped with a comprehensive suite of L2-level safety functions and advanced parking assistance technologies [45]

Core Insights - Geely Auto reported a significant increase in passenger car sales, exceeding 250,000 units in August, marking a 38% year-on-year growth and achieving a record high of 59% in new energy penetration [1][4] - The company has maintained a dual growth trend for six consecutive months, driven by its "One Geely" strategy and the successful launch of multiple models that quickly became bestsellers [1][5] - Geely's new energy vehicle sales reached 1,47347 units in August, reflecting a 95% year-on-year increase, with a total of over 1 million new energy vehicles sold in the first eight months of the year, a 120% increase [4][3] Sales Performance - In the first eight months of the year, Geely's cumulative sales reached 1,897,064 units, achieving 63% of its annual target of 3 million units [3] - The company has successfully launched several high-potential new models, including the Galaxy A7 and Zeekr 9X, which have seen impressive order volumes shortly after their release [5][1] Technological Advancements - Geely is focusing on building a "Heaven and Earth Integration" ecosystem, leveraging technology as a key driver for growth, including advancements in AI and safety features [6][7] - The company has made significant strides in satellite communication and AI cockpit systems, enhancing user experience and safety in its vehicles [6][7] Global Expansion - Geely's export strategy is gaining momentum, with 36,000 units exported in August and a total of 255,000 units in the first eight months, indicating a steady global market presence [8] - The company's revenue for the first half of 2025 reached 150.3 billion yuan, a 27% increase year-on-year, with a net profit of 9.29 billion yuan, reflecting strong financial performance [8] Market Outlook - Analysts remain optimistic about Geely's growth potential, with a target price of HKD 26, indicating a 37.2% upside from current levels, supported by the company's strategic initiatives and market positioning [9] - The "One Geely" strategy is expected to enhance resource synergy among its brands, solidifying its market share and driving further growth towards its annual sales target [9]