Core Insights - The article highlights the recognition of Yin Qi, chairman of Qianli Technology, by Li Shufu, chairman of Geely Holding Group, indicating a significant endorsement for Qianli Technology in the AI and automotive sectors [2][4] - Qianli Technology is undergoing a strategic transformation towards "AI+" under Yin Qi's leadership, aiming to establish itself as a key player in the AI-driven automotive industry [5][6] Company Strategy - Qianli Technology, formerly known as Lifan Technology, has rebranded and is focusing on AI and automotive integration, with plans to launch various intelligent driving solutions by 2025 [5][6] - The company has established Qianli Intelligent Driving Technology Co., Ltd. in collaboration with several partners, including Geely, to create an ecosystem that combines AI with the automotive industry [6][10] Product Development - Qianli Technology plans to release L3-level intelligent driving solutions by the end of 2025 and L4-level solutions for Robotaxi services in the second half of 2026 [6] - The "Qianli Haohan" intelligent driving solution, developed in partnership with Geely, is being integrated into Geely's economic vehicle lineup, showcasing the practical application of their technology [9][10] Internationalization Efforts - Qianli Technology is pursuing an international strategy, including plans for a Hong Kong IPO and potential investment from Mercedes-Benz, indicating a desire to expand its global footprint [11][13] - The company aims to serve a diverse range of automotive clients globally, positioning itself as an empowering platform for leading car manufacturers [15][16]

Core Viewpoint - The article highlights the recognition of Yin Qi, chairman of Qianli Technology, by Li Shufu, chairman of Geely Holding Group, emphasizing the strategic transformation of Qianli Technology towards AI integration in the automotive industry [2][6]. Group 1: Company Transformation and Strategy - Qianli Technology, formerly known as Lifan Technology, has undergone a strategic transformation to focus on "AI + vehicle" since its renaming in early 2025 [9]. - Yin Qi has taken the lead in Qianli Technology since July 2024, steering the company towards an AI-centric strategy, which was publicly announced during the AI Chongqing Intelligent Driving Night event [6][9]. - The establishment of Chongqing Qianli Intelligent Driving Technology Co., Ltd. marks a significant step in building an ecosystem that integrates AI with the automotive industry [9][10]. Group 2: Collaboration with Geely - Geely is identified as a crucial foundation for Qianli Technology, with ongoing collaborations in intelligent driving and other fields [11][18]. - The "Qianli Haohan" intelligent driving solution, developed in partnership with Geely, has been implemented in Geely's economical vehicle models, showcasing the practical application of their joint efforts [16][18]. - Qianli Technology aims to leverage Geely's extensive AI ecosystem to enhance its capabilities in intelligent driving, intelligent cockpits, and smart mobility solutions [18]. Group 3: Internationalization and Future Plans - Qianli Technology has announced its new brand name "AFARI" and is pursuing an internationalization strategy, including plans for a Hong Kong IPO and collaboration with Mercedes-Benz [20][21]. - The company aims to serve not only Geely but also other leading automotive manufacturers globally, positioning itself as an empowering platform in the intelligent driving market [23]. - Yin Qi expressed optimism about the potential for Chinese companies to emerge as leaders in both OEM and supply chain sectors on the global stage [23].

每经记者｜孙桐桐 每经编辑｜裴健如 9月25日，千里科技(601777.SH)发布公告称，力帆控股、梅赛德斯-奔驰（上海）数字技术有限公司（以下简称奔驰数字技术）分别与华创股份和申万宏源 签署《股份购买协议》，力帆控股将其持有的合计135633002股公司股份（占公司总股本的3.00%），以人民币9.87元/股的价格，通过协议转让方式转让给 奔驰数字技术。此次交易总价约13.39亿元。 奔驰数字技术承诺，自股份过户登记至其名下之日起12个月内不减持。交易完成后，奔驰数字技术将持有千里科技3%的股份，成为后者第五大股东。 奔驰看中智驾落地速度和迭代能力？ 业内人士分析认为，奔驰斥资超13亿元入股千里科技，背后是提升智能驾驶竞争力、加快本土化研发、拓展合作生态等多重战略考量。而奔驰之所以选择牵 手吉利，入局中国智驾赛道，一方面是因为奔驰与吉利已有多次合作，存在水到渠成的合作基础。例如，双方此前的合作包括资本层面互动、联合开发混合 动力总成、合作打造smart等。 量产落地速度之外，吉利智驾技术的快速迭代能力也是其重要优势。"在辅助驾驶上，我们未来的迭代速度比行业都要快。因为行业普遍采用的都是识别 +决策的逻辑，我 ...

Core Viewpoint - The automotive industry is experiencing a shift towards "intelligent driving equality," leading to discussions on whether advanced driving assistance systems should be charged or offered for free [2][6]. Group 1: Industry Trends - The transition from 2G to 5G has made mobile data services a basic consumer good, influencing the automotive sector to consider similar models for intelligent driving features [2]. - Companies like BYD are advocating for "intelligent driving equality," aiming to make advanced driving technologies accessible to a broader consumer base [3][4]. - The introduction of various intelligent driving solutions, such as BYD's "Tian Shen Zhi Yan" and XPeng's AI driving features, reflects a trend towards standardizing these technologies across all vehicle models [3][4]. Group 2: Business Models - The industry is divided into two main camps regarding the commercialization of intelligent driving: those advocating for free access and those supporting a paid model [6][7]. - Tesla and Huawei represent the "charging camp," focusing on monetizing software services through one-time purchases or subscriptions, which has proven to be a lucrative model [6][7]. - A middle-ground approach is emerging, where companies embed hardware and offer software on a subscription basis, balancing hardware sales with potential software revenue [7][8]. Group 3: Cost Considerations - The cost of hardware for advanced driving systems is significant, with estimates ranging from 15,000 to 30,000 yuan per vehicle, impacting the profitability of companies adopting free models [9][10]. - R&D costs for advanced driving technologies are substantial, with leading companies investing billions annually, necessitating a sustainable business model to recoup these investments [9][10]. - The pressure to offer free intelligent driving features is leading to cost-cutting measures within the supply chain, affecting suppliers' margins [10][11]. Group 4: Future Outlook - The sustainability of the "intelligent driving free" model is under scrutiny, as companies must find a balance between cost absorption and future revenue generation [11][12]. - Some companies are beginning to see success through cost reduction strategies and scaling, indicating a potential path to profitability [12]. - The industry is expected to evolve towards a model where user experience and real value become the primary competitive factors, rather than just pricing strategies [13].

Core Insights - The article discusses the current state and future trends of the Chinese new energy vehicle (NEV) market, highlighting shifts in market structure, sales performance, and technological advancements in autonomous driving features. Market Structure - By May 2025, the market share of new energy sedans is 42.5%, down 2.4 percentage points year-on-year, while the share of new energy SUVs has reached 47.2%, an increase of 0.3 percentage points [7] - In May 2025, NEV sales reached 1.307 million units, a month-on-month increase of 6.7% and a year-on-year increase of 36.8%, with a penetration rate of 48.7% [9] Sales Performance - Sales of new energy passenger vehicles totaled 1.234 million units, with a month-on-month increase of 7.7%, while sales of new energy commercial vehicles were 73,000 units, down 8.3% month-on-month but up 63.4% year-on-year [9] - The commercial vehicle segment saw all models experience year-on-year growth, with tractor trucks increasing nearly 300% [7] Technological Advancements - The installation rate of L2 and above assisted driving features in new energy passenger vehicles reached 77.8% from January to April 2025, indicating a trend towards broader adoption of advanced driving technologies [11] - The overall installation rate of Automatic Emergency Braking (AEB) in passenger vehicles reached 60.1%, with new energy passenger vehicles at 64.3% [14][15] - Full-speed Adaptive Cruise Control (ACC) installation rates in the passenger vehicle market reached 57.5%, with new energy vehicles at 68.4% [20] Industry Trends - The market is transitioning from "price competition" to "value competition," emphasizing technology and service integration [9] - The "smart driving equality" movement is driving down the costs of sensors and chips, accelerating the adoption of assisted driving features across various price segments [33][35] - Major automakers are rapidly advancing the democratization of assisted driving technologies, with companies like BYD, Geely, and Changan releasing new intelligent driving systems [41]

Group 1: Overall Performance of Passenger Car Market - In March, the passenger car market sales reached 1.874 million units, a year-on-year increase of 20.6% and a month-on-month increase of 42.9% [5] - The new energy vehicle (NEV) market sales were approximately 969,000 units, with a year-on-year increase of 38.8% and a month-on-month increase of 47.7%, slightly outperforming the overall market [5] - The NEV penetration rate reached 51.7% in March, up 6.8% compared to the same period last year [5] Group 2: New Energy Market Performance - In March, pure electric vehicle sales were about 639,000 units, a year-on-year increase of 54.1% and a month-on-month increase of 51.9% [11] - Plug-in hybrid sales were approximately 330,000 units, with a year-on-year increase of 16.4% and a significant month-on-month recovery of 40.2% [11] - Cumulative NEV sales for 2025 are projected to be 2.329 million units, with a cumulative year-on-year increase of 34.0% [11] Group 3: Top Cities for NEV Sales - The top 10 cities accounted for 25.0% of NEV sales, an increase from 23.2% in the previous month [12] - The top three cities for NEV sales were Guangzhou, Chengdu, and Shenzhen [12] - The top 10 cities achieved a NEV penetration rate of 50% or more, with Shenzhen leading at 70.4% [12] Group 4: Market Dynamics and Key Events - In March, 84.1% of pure electric vehicle sales were to individual users, a year-on-year increase of 73.9% [19] - Geely launched its "Qianli Haohan" intelligent driving solution on March 3, covering various models under its brands [20] - BYD announced its new generation Super e-platform on March 17, featuring advanced technologies such as high-voltage architecture and silicon carbide power chips [22] - Chery unveiled its intelligent strategy on March 18, aiming to become a leader in the global intelligent mobility ecosystem [24] Group 5: Industry Policies - On March 16, the State Council issued a special action plan to boost consumption, aiming to expand domestic demand and enhance consumer willingness [27]

Core Viewpoint - Geely Group is planning to privatize Zeekr, which may lead to its delisting from the US stock market, reflecting a significant strategic shift within the company [1][3]. Group 1: Strategic Changes - Geely submitted a non-binding offer to privatize Zeekr, suggesting a strong commitment to internal restructuring [1]. - The merger of Lynk & Co and Zeekr was initially seen as a way to strengthen Zeekr, but the current move indicates a more severe strategic reassessment by Geely [1][2]. - Geely's leadership has expressed a pessimistic outlook for the next three years, prompting a strategic contraction reminiscent of past restructuring efforts [1][2]. Group 2: Performance Metrics - Zeekr's performance since its IPO has been disappointing, with a 2024 delivery target of 230,000 vehicles not met, achieving only 222,100 deliveries [4]. - For 2024, Geely set a sales target of 710,000 vehicles for Zeekr and Lynk & Co, with Zeekr expected to deliver 320,000 units [4]. - In the first four months of 2024, Zeekr sold 53,000 vehicles, achieving only 16.56% of its annual target, indicating significant pressure to meet future sales goals [4]. Group 3: Internal Impacts - Employees holding original shares in Zeekr will not be adversely affected by the delisting, as the company will buy back shares at a price higher than the issue price [6]. - The merger may lead to personnel adjustments within Zeekr, with reports of potential layoffs and increased performance scrutiny among employees [6][7]. - The integration of Zeekr's technology assets into Geely Group is expected to enhance operational efficiency and resource allocation [3][8]. Group 4: Future Outlook - Geely's ongoing integration efforts may extend to other brands under its umbrella, with discussions about the potential privatization of Lotus and Polestar [9]. - The company aims to achieve ambitious sales targets of 4.11 million vehicles in 2023 and 5 million by 2027, but the success of these goals remains uncertain [2][9].

Core Viewpoint - The article discusses the recent restructuring within Geely Group, focusing on the integration of its smart cockpit and autonomous driving teams to enhance internal collaboration and efficiency in response to increasing industry competition [3][9][10]. Group 1: Integration of Teams - Geely Group has announced the merger of the ZEEKR smart cockpit team into the central research institute, with the new head being Jiang Jun, who has a background in Huawei's autonomous driving division [3][6]. - The smart cockpit development resources of Geely are being consolidated, with ZEEKR continuing to use its ZEEKR AI OS system for the time being due to the complexity of switching systems across multiple models [4][5]. - The autonomous driving team of ZEEKR has also effectively merged into Geely's central research institute, led by Chen Qi, who has a significant background in autonomous driving from Huawei [4][8]. Group 2: Historical Context and Changes - The restructuring follows a period of internal competition within Geely, where multiple teams were working on similar technologies, leading to redundancy and inefficiency [9][12]. - The expansion of Geely's R&D system can be traced back to 2020, when the CTO position was vacant for four years, allowing various sub-brands to grow their own R&D teams [8][9]. - The article highlights that the integration of teams is a response to the competitive landscape, with other companies like BYD also consolidating their teams to streamline operations [9][10]. Group 3: Future Directions - Geely aims to maximize resource sharing in the smart cockpit domain, with plans to unify software and hardware resources across its brands [14][15]. - The newly integrated "Qianli Haohan" autonomous driving system will feature multiple versions, with advancements in AI models being implemented [15][16]. - The ongoing integration efforts are seen as a critical step towards achieving a more cohesive and efficient R&D strategy within Geely Group [16].

撰 文 / 玖 零 设 计 / shelly 2025年伊始，比亚迪、吉利、奇瑞（简称"迪吉瑞"）三大自主车企相继发布了重磅智能驾驶方案， 不仅在技术上取得了显著突破，更将智驾价格平民化，大幅降低了成本，将智驾从高端体验，变成 日常出行的标配。 3月17日，比亚迪秦PLUS智驾版以11.98万元起售价登陆市场，其搭载的"天神之眼C"系统让县城青 年第一次用上高速NOA；三天后，吉利银河星耀8 EM以15万元价格标配"车位到车位"全场景智 驾；而奇瑞的小蚂蚁智驾版，则用6.38万元实现了自动泊车与车道居中。 自此，智能驾驶不再是北上广精英的专属玩具，而是中国2800个县域市场里，快递员、小店主、乡 镇教师都能负担的出行伙伴。 "迪吉瑞"的智驾方案解读 比亚迪、吉利、奇瑞重磅发布的智能驾驶方案，不仅是技术层面的迭代，也是对产业链的深度整 合，更是对市场的巨大冲击。 1.1 技术层面 比亚迪的"天神之眼"高阶智能驾驶方案涵盖了三个级别，分别为"天神之眼C"、"天神之眼B"和"天 神之眼A"。 其中，"天神之眼 C"，即DiPilot 100，采用前视三目的纯视觉方案，配备12 个摄像头、5 颗毫米波 雷达，使用算力 ...

撰 文 / 孟 为 设 计 / 琚 佳 3月10日，法拉第未来（Faraday Future，简称FF）正式将公司股票代码从"FFIE"改为"FFAI"。 其创始人贾跃亭称，AI车生态不仅是未来，更是FF的核心能力和核心战略。更名不仅是品牌升 级，更是公司对核心AI战略及长期发展目标的坚定承诺。 不到一个月前，力帆科技公告宣布，公司全称由力帆科技（集团）股份有限公司"变更为"重庆千里 科技股份有限公司"，2月18日起，证券代码601777的证券简称将由"力帆科技"变更为"千里科技"。 其更名动作的背后，也是力帆从传统车企，到全面拥抱智能化浪潮，聚焦"AI+车"战略的主动求 变，并成为了吉利全域AI战略的重要组成部分。 明确向AI领域转型的汽车企业还有小鹏汽车和理想汽车。 在刚刚结束的2025全国两会上，小鹏汽车董事长何小鹏表示，"一个全新的AI时代正在到来。AI会 推动自动驾驶甚至无人驾驶的到来；汽车产业正在和机器人开始进行融合。" 2025年，小鹏汽车也被重新定义为一家面向全球的AI汽车公司，并基于此，在未来10年内，实现产 品、商业、组织与全球化全方位领先，年销100万台AI汽车。 如何重塑汽车业 汽车商 ...