各位亲爱的同事、伙伴、各界朋友: 审视当下，于行业混沌中锚定方向的关键时刻，需要不断强化自身的核心能力与定力。今年以来，吉利围绕智能电动化转型，在技术创 新、品牌向上、全球化及绿色发展等方面锐意突破，展现出稳健高质量的发展态势。 从神盾金砖电池、雷神AI电混、900伏高压架构等三电技术的突破，到以吉利银河M9、领克900、极氪9X为代表的智能新能源旗舰车型投 放市场，我们坚持技术创新驱动电动化转型，推动品牌持续向上。从首个"智能汽车全域AI"技术体系、星睿智算中心2.0等技术底座建立， 到"千里浩瀚"辅助驾驶系统上车，再到吉利全球全域安全中心发布，我们加速智能化创新，全域AI技术成果正赋能到汽车产业全链路。从吉利 星座完成一期组网部署，具备全球服务能力，到沃飞长空AE200首架机成功下线，创造国内大型载人垂直起降飞行器研发重要里程碑，再到曹 操出行发布首个未来城市交通枢纽"绿色智能通行岛"，加速Robotaxi商业化落地，我们率先布局的"天地一体化"出行生态迎来新的突破，有效 助力智能网联汽车发展。 在全球化方面，我们着眼于区域化、本土化、碎片化的新形势挑战，积极推动技术授权、研发合作、本土化运营等创新协同。 ...

发布活动现场同步推出"全域安全2.0"技术体系。该体系在原有四大安全领域基础上，依托全域AI技术实现九大安全系统迭代优化，创新 性纳入"公域安全"维度，将传统"整车安全"视角拓展为"人-车-路-云-星"的生态安全视角，推动汽车安全防护从单车层面延伸至整个交通生态系 统。 12月12日，吉利全球全域安全中心正式发布启用。该中心占地面积超8万平方米，构建了27大类测试能力，全面覆盖全域安全技术验证场 景，凭借其规模与功能优势，创下"全球最大的汽车安全试验室"、"全球测试功能最多的汽车安全试验室"等五项吉尼斯世界纪录。为促进行业 资源共享与技术协同，中心即日起面向全行业开放合作。 为凝聚行业共识、规范技术发展，吉利联合中国汽车技术研究中心有限公司、中国检验认证（集团）有限公司、沃尔沃、清华大学 等11家产学研机构，共同发布《智能汽车全域安全发展白皮书》。此举将通过系统性规划引领汽车全域安全技术创新突破，为行业共建 标准化、规范化的安全体系提供支撑，助力我国汽车产业高质量发展。 ...

Core Insights - Geely Auto has adopted the "Return to a Unified Geely" strategy, leading to strategic integration and organizational adjustments, resulting in a stronger company [1] - The company reported a sales volume of 1.409 million units in the first half of the year, a year-on-year increase of 47%, and raised its annual sales target to 3 million units [1][3] - Geely's stock price has increased nearly threefold since its low in 2024, reflecting strong market recognition [1] Financial Performance - In the first half of 2025, Geely's revenue surpassed 150 billion yuan, reaching 150.3 billion yuan, a 27% year-on-year increase [1] - The net profit attributable to shareholders was 9.29 billion yuan, with core net profit reaching 6.66 billion yuan, a 102% increase year-on-year [1][4] - The core net profit per vehicle reached 4,724 yuan, a 37% increase, indicating improved profitability [3][4] Sales and Market Position - Geely ranked among the top three in sales among domestic listed car manufacturers, with the fastest growth rate [3] - The company achieved significant growth in new energy vehicle sales, totaling 725,151 units, a 126% year-on-year increase, while fuel vehicle sales grew by 8% [3][4] - Geely's strategy of focusing on quality rather than price competition has proven effective, as evidenced by its ability to raise annual sales targets post-sales announcement [3][7] Strategic Initiatives - Geely is focusing on product quality, technological innovation, and a commitment to value over price competition, which is expected to enhance its competitive edge [9][10] - The company plans to launch several new models in the second half of the year, including the Galaxy M9 and Lynk & Co EM-P, expanding its product matrix [9][10] - Geely's cash reserves have increased to 58.8 billion yuan, providing the company with the financial flexibility to invest in technology and expand globally [12] Industry Context - Geely's performance stands out in a challenging automotive market where many multinational companies are experiencing declines [7] - The company is benefiting from favorable policies in the new energy vehicle sector, which are expected to improve competition and profitability in the long term [9] - Geely's strategic focus on quality and innovation positions it well for future growth, with expectations of continued strong sales performance [12][13]

Core Viewpoint - Geely is focusing on the mass application of AI technology in its products, indicating that the future development towards robotics will be a natural progression [1] Group 1: Company Strategy - Geely's CEO, Li Donghui, emphasizes the importance of integrating AI technology into manufacturing to enhance long-term value [1] - Geely's Executive Director, Gui Shengyue, states that companies must possess strong manufacturing capabilities alongside technological advancements to ensure future success [1] - Gui highlights that merely focusing on technology without manufacturing capabilities or vice versa will lead to limited prospects [1] Group 2: Future Development - Geely aims to become a technology company with robust manufacturing capabilities, with a focus on intelligent transformation as a foundational step [1] - The company believes that successful development in autonomous driving will facilitate future expansion into robotics, as the underlying principles are similar [1] - Geely has recently invested in embodied intelligence, with Suzhou Yixing Robot Co., Ltd. completing a financing round involving previous investors from Geely's related industries [1]