Group 1 - Geely Auto has collaborated with Zhejiang University and Hong Kong University of Science and Technology to achieve three artificial intelligence research results, which have been accepted by ICLR 2026, covering areas such as model compression, in-vehicle interaction, and music generation [1] - ICLR is a top international academic conference focused on machine learning and deep learning, aimed at promoting cutting-edge research and innovation in artificial intelligence theory and methods [1] - The three research results accepted by ICLR 2026 demonstrate breakthroughs in algorithm efficiency, vertical scene applications, and generative AI, exemplifying Geely's deep integration of production, academia, and research [1] Group 2 - Geely's latest AI achievement, the Eva super humanoid intelligent agent, has been first launched in the Galaxy M9 model, capable of self-judgment, planning, and task execution, with "supernatural" emotional voice interaction abilities [3] - With the comprehensive upgrade of the AI 2.0 architecture centered around the WAM model this year, Eva is evolving into a "super humanoid, super intelligent, and super user-friendly" intelligent central system for vehicles, becoming an "ecological intelligent body" that connects everything [3]

Core Insights - Geely Automobile Holdings Limited reported a total passenger car sales of 270,167 units in January 2026, marking a year-on-year increase of 1% and a month-on-month increase of 14% [1][2] - The company aims to achieve a sales target of 3.45 million units for the year 2026, with plans to launch 1-2 new models each quarter, including hybrid and hydrogen energy vehicles [1][20] Sales Performance - In January 2026, Geely's new energy vehicle sales reached 124,252 units, reflecting a year-on-year growth of approximately 3% [1] - The sales of Geely's premium brand Zeekr reached 23,852 units, doubling year-on-year [1][3] - Overseas exports amounted to 60,506 units, representing a significant year-on-year increase of 121% [1][20] Brand Development - Geely is focusing on product premiumization, with a clear brand matrix established post-integration [3][12] - The luxury brand Zeekr's sales in January were 23,852 units, with the Zeekr 9X and Zeekr 009 leading in their respective segments [3] - Lynk & Co sold 28,877 units in January, with 17,410 units being new energy vehicles, accounting for 60% of its total sales [5] Technological Advancements - Geely is advancing its AI technology with the launch of the WAM (World Action Model) at CES 2026, enhancing the integration of AI across vehicle systems [13][15] - The new generation assisted driving system, 千里浩瀚G-ASD, aims to provide superior user experience and will gradually introduce advanced driving features [15][16] - In the battery sector, Geely plans to launch a new lithium iron phosphate battery system in 2026, aiming for a 15% increase in energy density [17] Global Expansion Strategy - Geely's global strategy emphasizes regional deepening and global collaboration, with a target of 640,000 export units in 2026, representing over 50% growth [20][22] - The company is establishing a comprehensive industrial park in Malaysia to serve as a hub for Southeast Asia, aiming for an annual production capacity of 500,000 units [22] - Geely is also focusing on high-end market penetration in developed regions, leveraging partnerships with Volvo and Renault [22]