Group 1 - The core viewpoint is that the era of merely discussing market dreams in the new energy vehicle sector may be ending, with a focus shifting towards companies that can deliver tangible results and have a clear organizational structure [1][12][13] - Geely's stock price surged significantly following the announcement of the merger with Zeekr, indicating a strong market response to the company's strategic move to consolidate under the "One Geely" framework [3][4][5] - The market's positive reaction to Geely's integration of Zeekr reflects a desire for clear direction and logical consolidation rather than just new narratives [4][12] Group 2 - Geely's decision to fully integrate Zeekr is seen as a response to the current policy environment encouraging quality Chinese companies to return to domestic markets [5][6] - The integration is characterized by three key aspects: clear direction, effective organizational implementation, and a focus on measurable outcomes rather than speculative growth [6][7][11] - The shift in focus from "market dreams" to "market calculations" signifies a broader industry trend where companies are expected to demonstrate clear profitability models and operational efficiency [7][12][13] Group 3 - Geely's approach contrasts with competitors like BYD and Huawei, as it emphasizes organizational synergy and platform integration to enhance efficiency rather than solely relying on vertical integration or user experience [11][12] - The market's willingness to support Geely's consolidation indicates a preference for companies that can simplify complex operations and deliver results, marking a potential turning point in the new energy vehicle sector [12][14] - The narrative is shifting towards evaluating companies based on their ability to consolidate brands and achieve operational success, rather than just introducing new products [13][14]