Core Insights - The Zeekr 9X is set to launch on September 29, with the delivery of the "Selection Edition" beginning shortly after [1] - The Max and Ultra versions are expected to start deliveries, while the Hyper version will face delays due to supply chain resource allocation [1] - All Zeekr stores will have Zeekr 9X display vehicles, with shipments starting from September 17 and expected to be fully delivered by mid to late September [1] Product Specifications - The Zeekr 9X dimensions are 5239×2019/2029×1819mm, with a wheelbase of 3169mm [1] - The vehicle features the world's first dual NVIDIA Drive Thor-U chips and a 5-laser radar perception system [1] - It is equipped with the Qianli Haohan H9 advanced driver assistance system [1]

Core Insights - Horizon Robotics is a key player in the automotive industry, focusing on intelligent driving technology and has established itself as an "invisible champion" in the automotive supply chain [1][4]. Company Overview - Horizon Robotics has delivered over 10 million units of its Journey series chips, collaborating with more than 40 automotive manufacturers and securing over 400 model designations [1][3]. - The company holds over 30% market share in the intelligent driving sector as of 2024, with one in three new vehicles equipped with its intelligent driving assistance features [1][2]. Product Development - The Journey series chips are recognized as China's first and largest-scale mass-produced automotive intelligent chips, leading the market in assistance driving chip share [3]. - The Journey 6 series, set for mass production in 2025, will cover a wide range of driving assistance needs, with performance capabilities ranging from 10 to 560 TOPS [3][6]. Market Trends - The Chinese market for intelligent driving is rapidly evolving, with the number of NOA (Navigation on Autopilot) models nearly doubling year-on-year, reaching 197 models by July 2023 [2]. - The average delivery price for NOA-equipped vehicles has decreased by 25.91% year-on-year, indicating a growing accessibility of intelligent driving features [2]. Strategic Partnerships - Horizon Robotics has established partnerships with major companies like Bosch, which is developing new multifunctional camera platforms based on Horizon's chips, expected to enter mass production by mid-2026 [4][5]. - The company aims to empower a wide range of vehicles, including those priced under 200,000 yuan, to compete with luxury models in terms of intelligent features [6][7]. Future Outlook - Horizon Robotics anticipates that its HSD (Horizon SuperDrive) system will become a standard feature in vehicles within the next two years, with significant projected sales volumes [7]. - The company plans to deploy 10 million HSD systems in the next 3-5 years, enhancing the accessibility of intelligent driving technology [6][7].

Group 1 - BYD showcased its brands including Dynasty, Ocean, Tengshi, Fangchengbao, and Yangwang at the Chengdu International Auto Show, occupying the entire Hall 9 and an outdoor experience area [1] - The Qin L EV was officially launched with the Yunlian version, featuring the Yunlian-C intelligent damping body control system and TBC high-speed blowout stability system, priced at 129,800 yuan [3] - The Qin family has been a key model for BYD, targeting the younger demographic as the market shifts towards younger consumers [3] Group 2 - The Qin L EV faces competition in the 100,000 to 150,000 yuan sedan market from models like Geely Galaxy A7, Roewe D7, and Xpeng MONA M03, with BYD aiming to enhance product strength and reduce prices to maintain its competitive edge [5] - The Yunlian version is the top configuration in the Qin L EV series, incorporating features previously exclusive to high-end models, such as the Yunlian-C system and the TBC system [5][7] - The Yunlian-C system enhances comfort and vehicle control, while the TBC system stabilizes the vehicle during high-speed blowouts, maintaining lateral deviation within 75 cm even at speeds of 140 km/h [7] Group 3 - The starting price for the original Qin L EV model has been reduced to below 110,000 yuan, with standard features including advanced suspension systems and the DiPilot 100 driving assistance system [9] - The Qin L EV series has introduced three new color options and has undergone two OTA upgrades, adding over 20 new features related to driving assistance and smart cockpit functionalities [9] - In addition to the Qin L EV, BYD announced the 2026 model of the Seal 07DM-i, expected to launch in mid-September with a price range of 160,000 to 200,000 yuan, and introduced new models from Tengshi and Fangchengbao [9]

Group 1 - Xiaomi announced that the delivery of the Xiaomi YU7 is about to begin, coinciding with the launch of the new Xiaomi end-to-end assisted driving system HAD [1] - The YU7 will be equipped with the 10 million Clips version of the Xiaomi end-to-end assisted driving system across all models [1] - The SU7 Pro/Max/Ultra models are expected to start receiving updates in late July [1]

Core Viewpoint - The rapid growth of Geely's Galaxy brand in the domestic new energy vehicle market is highlighted, with cumulative sales exceeding 930,000 units as of April 30, just 25 months after the launch of its first vehicle. The Galaxy brand aims to reach a cumulative sales target of one million units by May [1]. Product Launch and Features - The Galaxy Starry 8, launched on May 9, is a key product for achieving the one million sales target and enhancing brand momentum. It features Geely's Raytheon EM-P and EM-i hybrid powertrains, with a price range of 125,800 to 165,800 yuan, including a limited-time discount of 10,000 yuan until June 30 [1][2]. - Positioned as a C-class flagship sedan, the Starry 8 boasts a length of over 5 meters and offers advanced configurations in safety, design, space, performance, and technology. It achieves a comprehensive torque of 605 N·m and a 0-100 km/h acceleration time of 6.49 seconds [2]. Market Positioning and Strategy - The pricing strategy of the Galaxy Starry 8 is aimed at making luxury accessible, with a starting price significantly lower than competitors in the C-class segment, which typically start at around 400,000 yuan for luxury brands and 300,000 yuan for joint venture brands. Geely aims to leverage this pricing to gain market advantage amid increasing price competition [2][3]. - Geely's sales strategy emphasizes user-driven pricing, with a focus on delivering high-quality products that meet consumer demands for luxury at an accessible price point. The company has positioned the Starry 8 as a flagship model that embodies this philosophy [3]. Sales Performance and Future Goals - Geely Galaxy has set ambitious sales targets, aiming for a total of one million units sold this year, with 356,000 units sold from January to April. The brand's rapid growth is attributed to a combination of strategic product launches and effective marketing [4]. - The company has established over 1,000 sales channels and is focused on maintaining sales momentum through product iteration and targeted marketing strategies [5]. Regulatory Environment and Safety Initiatives - Recent regulations from the Ministry of Industry and Information Technology have strengthened oversight in the automotive safety sector. Geely's approach aligns with these regulations, and the company plans to open a comprehensive safety testing center to share its safety technology advancements with the industry [6].