出品丨虎嗅汽车组 作者丨肖漫 头图丨视觉中国 从去年《台州宣言》发布后，吉利一直在调整集团内部研发和组织架构，以期将资源和组织化零为整提高效 率。智驾是整个吉利集团调整的重中之重。 近期，吉利汽车在智能驾驶研发上又有"大动作"—— 将旗下多个智驾团队全面整合，并打包注入新成立的千里 智驾公司。 这举措背后，既有吉利谋求降本增效的深层意图，也面临着技术能力整合及协同落地的重重挑战。吉利此番战 略调整，意味着什么？能否真正提升自身智驾实力？还是另有隐忧？ 本期智驾雷达VOL.3，将聚焦于吉利智驾整合动作的意图和挑战。 吉利智驾团队整合进千里智驾 多个消息源显示，吉利正在推进智驾团队的大整合， 将极氪智驾团队（约1300人）、吉利研究院智驾中心（约 1000人）、smart智驾团队（约100人，但需重新面试）整合进千里智驾 。 千里智驾是由旷视旗下自动驾驶公司迈驰智行、吉利控股旗下浙江吉润汽车有限公司、宁波路特斯机器人有限 公司、重庆产业资金共同持股的公司，于今年6月成立。在整合吉利智驾团队之前，迈驰智行的团队（约500 人）已率先装进千里智驾，待整合完成，千里智驾团队将达到约3000人规模。 千里智驾法定代表人及 ...

Core Viewpoint - The acquisition of Zeekr by Geely is a strategic move to consolidate resources and enhance operational efficiency, while also addressing Zeekr's financial struggles and facilitating its return to the Geely ecosystem [2][4][6]. Group 1: Acquisition Details - Geely plans to acquire all issued shares of Zeekr at a suggested purchase price of $2.57 per share or $25.66 per American Depositary Share [1]. - Geely currently holds approximately 65.7% of Zeekr's shares, and upon completion of the transaction, Zeekr will become a wholly-owned subsidiary of Geely, leading to its privatization and delisting from the New York Stock Exchange [1]. Group 2: Strategic Importance - The acquisition is part of Geely's "One Geely" strategy, aimed at focusing on the automotive core business, improving resource utilization, and enhancing brand synergy [2][4]. - Since the announcement of the "Taizhou Declaration," Geely has undertaken several business integration adjustments, including a recent restructuring of equity between Zeekr and Lynk & Co [4]. Group 3: Financial Context - Zeekr has been facing significant financial losses, with cumulative net losses reaching 26.22 billion yuan from 2021 to 2024 [7]. - The company's market valuation dropped nearly 60% from its pre-IPO valuation of $13 billion to $5.2 billion at the time of its IPO, limiting its ability to raise sufficient capital [7]. - The decision for Geely to privatize Zeekr is seen as a quicker solution to provide necessary financial support for Zeekr to remain competitive in the market [6][8]. Group 4: Future Plans - Under the dual-brand strategy of "Zeekr + Lynk & Co," Zeekr plans to launch three new models in 2024 and aims to sell 710,000 vehicles this year [8]. - The expansion into overseas markets is also a priority, with plans to establish over 200 stores internationally [8].

Core Viewpoint - Geely Auto plans to acquire all issued shares of Zeekr, aiming for complete integration and privatization of Zeekr, which will lead to its delisting from the New York Stock Exchange [1][2]. Group 1: Strategic Integration - The acquisition of Zeekr is part of Geely's strategic integration efforts to enhance resource utilization and brand synergy, as outlined in the "Taizhou Declaration" [3]. - Geely has already made several business adjustments since the declaration, including restructuring the equity of Zeekr and Lynk & Co, with Zeekr investing 9 billion yuan to acquire 50% of Lynk & Co [3]. - The integration aims to reduce R&D costs by 10%-20% and supply chain costs by 5%-8%, while improving capacity utilization by 3%-5% [3]. Group 2: Financial Challenges - Zeekr has been facing significant financial losses, with cumulative net losses reaching 26.22 billion yuan from 2021 to 2024 [5]. - The company's market valuation dropped nearly 60% from its pre-IPO valuation of 13 billion USD to 5.2 billion USD at the time of IPO, limiting its ability to raise sufficient funds [5]. - The decision for Geely to privatize Zeekr is seen as a necessary move to provide financial support and enable Zeekr to compete effectively in the market [4][6]. Group 3: Product and Market Expansion - Under the dual-brand strategy of "Zeekr + Lynk & Co," both brands plan to launch new models and expand their presence in overseas markets [6]. - Zeekr aims to sell 710,000 vehicles this year, necessitating significant investment and support from Geely to achieve this target amidst ongoing financial difficulties [6].

Core Viewpoint - The article discusses Geely's strategic response to the competitive landscape of intelligent driving technology, emphasizing its unified approach through the "Qianli Haohan" system across all brands, contrasting with BYD's rapid rollout of intelligent driving versions across its product lines [2][12]. Summary by Sections Unified Intelligent Driving Strategy - Geely announced the unification of its intelligent driving solutions under the "Qianli Haohan" system, which is divided into five levels: H1, H3, H5, H7, and H9, aiming for a comprehensive rollout of features like parking assistance and navigation by March [3][4]. - The H1 level features a sensor configuration of 10V5R and a minimum computing power exceeding 100 TOPs, enabling high-speed navigation and automatic parking [4]. - The H3 level includes 11V3R sensors, supporting high-speed navigation and memory parking capabilities [4]. - The H5 level adds a laser radar to the H3 configuration, enhancing its capabilities for urban navigation and memory parking [4]. - The H7 level is similar to H5 but upgrades to parking valet features, while the H9 targets L3 level autonomous driving with advanced sensor configurations [4]. Competitive Positioning - Geely's approach contrasts with BYD's strategy of rapidly updating all mainstream models to "intelligent driving versions," as Geely opts for a more measured rollout, focusing on new models first and gradually updating older ones [13][21]. - The company is also integrating AI technologies into its intelligent driving strategy, enhancing capabilities in human-machine interaction and decision-making [6][8]. Resource Allocation and Development - Geely has established a joint venture to enhance its AI capabilities, which includes significant resources like the Xingrui Intelligent Computing Center with a computing power of 23.5 EFLOPS, the highest among domestic automakers [10][9]. - The integration of the Zeekr brand into Geely's structure aims to streamline development and reduce redundancy in intelligent driving technology [20][22]. Market Dynamics - The article highlights the ongoing price competition in the automotive market, with Geely and BYD both engaging in price reductions to maintain market share, indicating that having intelligent driving capabilities is becoming essential for competitiveness [18][17]. - Geely's strategy reflects a balance between technological advancement and market timing, as it seeks to avoid hasty decisions that could undermine its product lineup [21][23].