Core Insights - The WAM (World Action Model) by Geely is seen as a significant step for China's smart driving industry, potentially reshaping the competitive landscape for the next five years [2][33]. - WAM aims to unify various automotive systems under a single cognitive framework, addressing the industry's long-standing issue of "information silos" [6][39]. Group 1: WAM Model Overview - WAM serves as a "super brain" for vehicles, allowing disparate systems to operate under a unified logic, enhancing overall vehicle intelligence [9][38]. - The model enables a complete feedback loop for vehicles, allowing them to understand needs, plan tasks, predict scenarios, and dynamically adjust actions [9][39]. - Geely's WAM model is built on the foundation of its previously established AI framework, showcasing a year-long development that sets it apart from competitors still in the conceptual phase [10][39]. Group 2: Technological Innovations - WAM introduces two key innovations: "intelligent embodiment" and "engine-ization," which significantly enhance the user experience in smart vehicles [13][42]. - The "intelligent embodiment" allows vehicles to proactively respond to user needs without explicit commands, transforming them into intelligent partners [13][42]. - "Engine-ization" standardizes core AI capabilities across systems, improving resource efficiency and ensuring consistent decision-making [14][43]. Group 3: User Experience Enhancements - The WAM model has led to substantial improvements in safety, with the G-ASD (Geely Advanced Safety Driving) system achieving a 60% reduction in accident rates under complex conditions [18][49]. - The model enhances user interaction by enabling natural dialogue and emotional recognition, allowing for a more intuitive experience [21][50]. - WAM's "full memory engine" personalizes user experiences by remembering preferences and adjusting settings automatically, making the vehicle feel like a personal assistant [17][52]. Group 4: Industry Impact - The introduction of WAM shifts the competitive focus from hardware specifications to software intelligence, allowing Geely to command a price premium of 15-20% for vehicles equipped with the model [26][56]. - WAM also improves production efficiency, reducing development costs by 300-500 million yuan and shortening development cycles by over 40% [27][56]. - The model positions Chinese automakers as leaders in defining the next generation of smart mobility standards, moving from being followers to innovators in the global market [27][58]. Group 5: Future Outlook - The ongoing evolution of the WAM model is expected to contribute to a significant leap in the smart driving sector, with predictions of a 50% increase in vehicle intelligence within three years [55][60]. - Geely's advancements in smart driving technology are anticipated to enhance the global automotive industry's transition towards intelligent mobility solutions [60].

Core Insights - Geely's CEO Gan Jiayue met with NVIDIA's CEO Jensen Huang during CES, indicating a potential deep strategic partnership that could shift from a supplier model to a comprehensive group-level partnership [1] Group 1: Strategic Partnership - The collaboration between Geely and NVIDIA may encompass areas such as intelligent driving, AI cockpit, embodied intelligence, chip synergy, and ecosystem co-construction [1] - Geely's models, including Zeekr 9X and Zeekr 900, have already integrated NVIDIA's flagship autonomous driving chips, with the Zeekr 9X featuring two Thor chips, achieving an industry-leading computing power of 1400 TOPS, supporting L3-level autonomous driving [1] Group 2: Product Development and Future Plans - At CES 2026, Geely unveiled the WAM (World Action Model) and officially named its advanced driver assistance system as G-ASD, which is already equipped in multiple models from Zeekr and Lynk & Co [1] - Geely plans to introduce high-speed L3 and low-speed L4 functionalities this year, contingent on regulatory approval, and aims to initiate robtaxi operations [1]

Core Viewpoint - The automotive industry is reaching a consensus on the use of large models for intelligent assisted driving, with Geely launching its World Action Model (WAM) as part of its AI technology upgrade to version 2.0, enhancing its assisted driving system named G-ASD [1][3][6] Group 1: Technology Development - Geely's WAM is an enhanced "world model" that incorporates self-reflection and evolution capabilities, allowing for a closed-loop process from understanding to planning, simulation, judgment, and correction [3][5] - The WAM model integrates safety data from Volvo and various parameters from the vehicle, creating a unified "vehicle universal brain" that facilitates cross-domain integration [3][5] - The G-ASD system has improved capabilities in driving, safety, and parking, with features such as one-click NZP for roadside parking and automatic emergency steering [4][6] Group 2: Product Implementation - The G-ASD system covers L2, L3 conditional automated driving, and L4 automated driving, with the latest version G-ASD3 being rolled out via OTA updates to various models from Zeekr and Lynk & Co [4][6][7] - Geely's strategy includes a unified approach to its assisted driving systems, enhancing AI training and model capabilities across its brands [5][6] Group 3: Future Goals and Market Position - Geely aims to lead the industry in assisted driving and cabin technology by 2026, focusing on integrating knowledge from various domains into its models [13][14] - The company emphasizes the importance of safety in its development, with WAM being a core competitive advantage that allows for high-frequency data analysis and integration [14][15]

Group 1 - Geely Auto Group officially launched the World Action Model (WAM) in the US, marking the evolution of its AI technology system to version 2.0 [1][3] - The G-ASD (千里浩瀚辅助驾驶系统) is now recognized as one of the most advanced driver assistance systems, utilizing the Smart AI Agent architecture and the WAM model [1][3] - The WAM model creates a unified "vehicle brain" that enables perception, data, and information sharing across various domains such as intelligent driving, cabin, chassis, and power [3] Group 2 - The Eva super-human emotional intelligence agent, equipped in the Geely Galaxy M9, is rapidly evolving into a highly intelligent and user-friendly vehicle intelligence hub [3] - Geely showcased its electric vehicles, including the Zeekr 9X, Zeekr 009 (Collector's Edition), and Galaxy M9, along with innovations like the Shield Brick battery and Flyme Auto intelligent cockpit system at CES 2026 [3]

Core Insights - The launch of the upgraded intelligent driving assistance system, Qianli Haohan G-ASD, at the 2026 CES marks a significant advancement in Geely's AI technology, entering the 2.0 era of its comprehensive AI technology system [4] - The WAM (World Action Model) serves as the core of the G-ASD, creating a complete intelligent closed loop that enhances the vehicle's understanding, planning, and judgment capabilities [4][6] - Geely's strategy emphasizes the integration of real-world accident data into its model training, setting a new benchmark in the intelligent driving assistance industry [4][7] Technology and Architecture - The G-ASD features a flexible architecture with "unified software + graded hardware," covering L2 to L4 autonomous driving capabilities [6] - The system has been rolled out via OTA updates to multiple models, including Zeekr 001 and Lynk & Co 900, with hardware configurations ranging from H1 to H9 [6] - The top-tier H9 configuration includes five lidar sensors and dual Thor chips, providing a computing power of 1400 TOPS for comprehensive environmental perception [6] Competitive Advantages - Geely's technological moat is built on three core advantages: a high model complexity with over a trillion parameters, a vast dataset from 8.5 million equipped vehicles, and a robust hardware platform ensuring stable performance in complex scenarios [7] - The company has accumulated over 10 billion kilometers of driving data and 25 million model data segments, creating a full lifecycle data loop [7] Strategic Vision - Geely's AI 2.0 technology system aims to integrate advanced driving assistance with cabin AI, aspiring to create a leading "smart life form" automotive model [8] - The company is actively pursuing conditional L3 autonomous driving capabilities with the Zeekr 9X and is preparing for road testing following regulatory approvals [8] - Geely's "Smart Geely 2025" strategy has concluded with over 100 billion yuan invested in R&D, achieving significant sales growth and a leading market penetration rate in the new energy vehicle sector [8]