Core Viewpoint - Geely is accelerating its expansion into the European electric vehicle market, revealing a five-year development plan focused on the UK and broader Europe [2][4]. Group 1: Market Entry and Expansion Plans - Geely's first pure electric model, the Geely International EX5, has been launched in the UK, marking a significant milestone in its European strategy [4][5]. - The company aims to achieve annual sales of 100,000 units in the UK by 2030, with plans to increase its sales outlets from 25 to 40 by the end of 2025 and to 100 by the end of 2026 [5][7]. - Geely has been active in 12 European countries prior to entering the UK market, with plans to launch 15 new models in Europe over the next five years and establish over 1,000 sales outlets [9]. Group 2: Market Characteristics and Strategic Focus - The UK has become the largest market for new energy vehicles in Europe, aligning with Geely's development strategy [5]. - Geely's strategy emphasizes high standards and a mature system to penetrate core European markets such as Germany, France, Italy, and Spain [5][9]. - The company plans to leverage its existing partnerships and investments in the UK, including collaborations with London taxi companies and investments in brands like Lotus and Aston Martin [7][9]. Group 3: Technological and Sustainability Goals - Geely is committed to creating intelligent and sustainable vehicles, with a vision to lead in green and smart mobility [10][11]. - The company has invested over 250 billion yuan in R&D over the past 11 years, focusing on core technologies such as architecture, battery systems, and safety [10]. - Geely aims for carbon neutrality by 2045, with a reported 23.5% reduction in carbon emissions per vehicle by mid-2025 [11].

Core Viewpoint - Geely is accelerating its expansion into the European electric vehicle market, revealing a five-year development plan aimed at establishing a strong presence in the UK and broader Europe [2][4]. Group 1: Market Entry and Strategy - Geely's international EX5 is the first pure electric model launched in the UK, marking a significant milestone in its European strategy [4][5]. - The company aims to achieve annual sales of 100,000 units in the UK by 2030, positioning the UK as a core strategic market in Europe [5][7]. - Geely plans to increase its sales outlets in the UK from 25 to 40 by the end of 2025, and to 100 by the end of 2026, ensuring comprehensive coverage [7][9]. Group 2: Market Growth and Performance - The UK has become the largest market for new energy vehicles in Europe, with pure electric vehicle sales increasing by 34.6% year-on-year in the first half of 2025 [6][9]. - Since 2025, several leading domestic automakers have seen significant increases in their new energy vehicle sales in the UK [6]. Group 3: Future Product Plans - Geely plans to launch 15 new models in Europe over the next five years, aiming to establish over 1,000 sales outlets and become a mainstream automotive brand in the region [9][10]. - The Geely Galaxy brand models are expected to be updated in other major European markets by 2026, with new models like Galaxy Star Wish and Starship 7 set to enter the market [11]. Group 4: Technological and Environmental Focus - Geely emphasizes the importance of technology, quality, and sustainability in the European market, aiming to produce intelligent and sustainable vehicles [12][14]. - The company has invested over 250 billion yuan in R&D over the past 11 years, achieving significant advancements in core technologies [14][15]. - Geely has set a goal to achieve carbon neutrality by 2045, with a 23.5% reduction in carbon emissions per vehicle by mid-2025 [15].

Core Viewpoint - Geely is accelerating its expansion into the European electric vehicle market, revealing a five-year development plan aimed at increasing its presence and sales in the region [2][4]. Group 1: Market Entry and Strategy - Geely's international EX5 is the first pure electric model launched in the UK, marking a significant milestone in its European strategy [4][10]. - The company aims to establish the UK as a core strategic base in Europe, with plans to expand into key markets such as Germany, France, Italy, and Spain [6][12]. - By 2030, Geely targets annual sales of 100,000 vehicles in the UK, with plans to increase its sales outlets from 25 to 100 by the end of 2026 [5][8]. Group 2: Product and Network Expansion - Geely plans to introduce 15 new models in Europe over the next five years and establish over 1,000 sales outlets [9][13]. - The company has a history of collaboration in the UK, including partnerships with London taxi companies and investments in local brands like Lotus and Aston Martin [8][11]. Group 3: Technological and Environmental Commitment - Geely emphasizes the importance of technology, quality, and sustainability in the European market, aiming to produce intelligent and eco-friendly vehicles [16][18]. - The company has invested over 250 billion yuan in R&D over the past 11 years, focusing on core technologies such as architecture, battery systems, and safety [20]. - Geely has set a goal to achieve carbon neutrality by 2045, with a reported carbon reduction of 23.5% per vehicle by mid-2025 [21].

Core Viewpoint - The automotive industry is entering a new phase of technological breakthroughs and application scenarios, with AI technology driving the evolution of vehicles into "intelligent life forms" [1][2] Group 1: AI Technology Integration - The company has established a foundational AI technology framework driven by computing power, algorithms, and data, integrating AI deeply into vehicle architecture, power systems, chassis, and cockpit [1] - AI technology achievements in areas such as cockpit, power, chassis, and architecture have been mass-produced and applied to vehicles, enhancing the overall vehicle architecture, intelligent three-electric systems, human-machine interaction, assisted driving, and onboard chips [1] Group 2: Comprehensive Technological Ecosystem - The company has pioneered a "ground + low-altitude + low-orbit" seamless integration technology ecosystem to support the development of intelligent connected vehicles [2] - The first phase of the company's satellite constellation has been completed, achieving breakthroughs in private commercial aerospace [2] - Self-developed satellite communication chips and onboard satellite communication terminals have been mass-produced and are being equipped in multiple brand models [2]

Core Insights - Geely Group is advancing its smart connected vehicle transformation through "full-domain AI" and "earth-space integration" as its main battlegrounds [3] Group 1: Full-Domain AI - Geely Group has achieved mass production of AI technologies in areas such as cockpit, power, chassis, and architecture, enhancing the entire vehicle structure and user experience [1] - The company has integrated AI technology into smart three-electric systems, human-machine interaction, assisted driving, and onboard chips, promoting the widespread adoption of AI in vehicles [1] Group 2: Earth-Space Integration - Geely Group is pioneering a seamless integration of "ground + low-altitude + low-orbit" technologies, establishing a comprehensive technical system for the development of smart connected vehicles [1] - The first phase of the Geely Constellation network has been completed, marking a breakthrough in private commercial aerospace [1] - Self-developed satellite communication chips and onboard satellite communication terminals have achieved mass production and are being deployed in multiple brand models [1]

Core Viewpoint - The development of intelligent connected vehicles has entered a new stage of technological breakthroughs and application scenarios, with AI becoming a new driving force in the industry [2][4]. Group 1: Technological Advancements - The chairman of Geely Holding Group, Li Shufu, stated that "full-domain AI" and "earth-space integration" are the main battlefields for Geely's transformation in intelligent connected vehicles [2]. - Geely has established a technology foundation driven by computing power, algorithms, and data, aiming to deeply integrate AI technology across the entire vehicle architecture, including power, chassis, and cabin [2]. - Geely has initiated a "ground + low-altitude + low-orbit" seamless technology ecosystem to support the development of intelligent connected vehicles [2]. Group 2: Satellite Technology - Geely's self-built satellite IoT constellation, known as Geely Constellation, has completed its first phase of network deployment with 64 satellites in orbit, marking a significant breakthrough in China's private commercial space sector [4]. - This satellite constellation is a key advancement in Geely's "earth-space integration" strategy [4]. Group 3: Future Development Suggestions - Li Shufu proposed four suggestions for the future development of intelligent connected vehicles: 1. Adhere to user value and maintain safety standards 2. Emphasize self-research in technology while promoting open collaboration for industry growth 3. Return to the essence of manufacturing and respect industrial laws [4][5]. - The transformation of intelligent connected vehicles is fundamentally a shift in the manufacturing industry, impacting human mobility, urban governance, and social civilization [5].

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].