Core Viewpoint - The merger between Geely Automobile and Zeekr aims to enhance Geely's global competitiveness in the smart electric vehicle sector, leveraging Zeekr's strengths in the luxury electric vehicle market [2]. Group 1: Merger Details - Geely Holding Group announced the signing of a merger agreement with Zeekr Intelligent Technology, where Geely will acquire all outstanding shares of Zeekr, allowing shareholders to choose cash or Geely shares as compensation [2]. - The merger is intended to cover various powertrain forms, including fuel, pure electric, plug-in hybrid, and hydrogen electric, thereby achieving a comprehensive market layout across mainstream, mid-to-high-end, and luxury segments [2]. Group 2: Financial Implications - Zeekr has invested a total of 22.7 billion yuan in R&D over the past four years, with an expected investment of nearly 10 billion yuan in 2024, contributing to a cumulative loss of 26.223 billion yuan [2]. - The merger is expected to improve strategic execution efficiency, innovation capability, and profitability by eliminating redundant investments [2]. Group 3: Strategic Direction - The integration with Geely is seen as a way for Zeekr to elevate its brand experience and focus on high-end development, moving away from the pure electric market [3]. - The launch of the Zeekr 9X, which features a hybrid architecture, marks a significant step towards entering the luxury ultra-high-end market [3].

Core Viewpoint - Zeekr is the fastest luxury electric brand to achieve the milestone of 500,000 vehicle deliveries, reaching this target in just 44 months since its inception with the Zeekr 001 model [2][3] Group 1: Market Position and Strategy - Zeekr's average vehicle price is nearly 300,000 yuan, with the highest model priced close to 900,000 yuan, positioning itself in the luxury segment traditionally dominated by brands like BMW, Benz, and Audi (BBA) [3] - The company has launched six models in three years, indicating a commitment to building a sustainable product matrix rather than relying on a single hit model [3][4] - The merger with Lynk & Co has established a new strategic direction, with Zeekr focusing on the high-end luxury market while Lynk & Co targets the 200,000 yuan segment [4] Group 2: Technological Advantages - Zeekr has developed the SEA architecture, a fully proprietary electric vehicle platform, which serves as the foundation for its high-end electric strategy [5] - The company has invested 20 billion yuan over five years to create a robust technological ecosystem, enhancing its competitive edge [5] - Zeekr's integration of an 800V high-voltage architecture allows for ultra-fast charging capabilities, with the V4 charging station being the first of its kind globally [6][8] Group 3: Product Development and Innovation - The Zeekr 001 has successfully combined performance, comfort, and luxury, creating a new category of luxury shooting brake vehicles [12] - Following the success of the Zeekr 001, the company entered the luxury MPV market with the Zeekr 009, which has outperformed traditional fuel MPVs in sales [12][14] - The upcoming Zeekr 7X is designed for global markets, featuring advanced technology and performance characteristics that rival high-end luxury vehicles [14][15] Group 4: Future Outlook and Integration - The completion of the merger with Lynk & Co and potential privatization under Geely's umbrella signifies a strategic consolidation aimed at enhancing resource efficiency and brand positioning [16][18] - Zeekr is evolving its technology strategy to encompass a broader range of energy solutions beyond pure electric, indicating a shift towards a more comprehensive approach to the luxury electric vehicle market [17][18] - The company aims to leverage its accumulated technology and experience to drive innovation and growth within the Geely ecosystem, marking a transition from a startup to a core player in the high-end electric vehicle sector [17][18]

【文/观察者网 张家栋 编辑/高莘】 据国内媒体报道，极氪科技集团在5月4日发布内部通知，宣布极氪科技集团副总裁、领克销售公司总经 理林杰分管极氪品牌国内营销、销售、服务（以下简称"营销服"）整体工作，直接管理品牌营销中心、 用户增长中心、用户交付中心；极氪科技集团副总裁林金文将直接管理用户服务中心、用户网络中心、 用户数字化、运营与流程，协助林杰管理极氪品牌国内营销服，向林杰汇报。 对此，极氪科技集团内部人士向观察者网肯定了该消息，并称"伴随极氪科技集团成立，极氪与领克在 生产、研发、供应链和营销层面持续融合协同、提升效能。此次人事调整代表着两个品牌战略整合的进 一步深化，且符合吉利一直以来的轮岗文化，有助于干部体系的能力与视野拓展，也将进一步推进业务 发展与组织架构融合，充分发挥业务单元协同优势。" 这也是极氪系高管在上海车展期间揽获吉利核心技术板块职位后，再度进行的人事调整。 从两次调整来看，极氪科技集团的两次动作均为 2024 年《台州宣言》的延续，并意在解决 "多品牌战 略"下的资源分散和销量增长问题。 在《台州宣言》中，吉利表示要通过"品牌整合"与"技术中台搭建"两大重要板块来实现战略转型。 根据 ...