Geely Automobile recently released the A-class intelligent boutique sedan in Shanghai, the new benchmark Galaxy L6. Galaxy announced that Geely’s new energy vehicles have formed a complete and comprehensive product map with ultra-high quality, showing that the replacement of fuel vehicles by new energy vehicles will further accelerate.
In the opinion of Gan Jiayue, CEO of Geely Automobile Group, the competition for the development of new energy vehicles has entered the "second half" of intelligence, with clear strategic goals, good resources, good advantages, continuous change and innovation, and a more open mind to embrace the world, so that enterprises can take off again.
The main line of new energy is becoming increasingly clear
In the second half of 2018, Geely’s development momentum was good, but it threw out the "to survive" point of view. "Why? Because we are keenly aware that it will become more and more difficult later. Especially after 2020, we are deeply aware that the era of new energy vehicles will come faster and faster." Gan Jiayue said.
In 2021, Geely proposed "two blue Geely action plans", namely hybrid and pure electric paths. Geely’s new energy development main line is increasingly clear.
"The first half of the competition for new energy vehicles is Sandian, and the second half is intelligent. If Geely does not fall behind in the first half, how can it do a better job in the second half?" Gan Jiayue replied that after the "yes" and "no" problems are solved, the "good" or "bad" problems need to be solved, which is Geely’s strength in car building. Since the acquisition of Volvo in 2010, Geely’s level in car building, quality, quality control, technical pursuit, and consistency has basically leveled with international advanced enterprises. On this basis, new energy vehicles must be developed. Therefore, on October 31, 2021, Geely released the "Intelligent Geely 2025" strategy, the core of which is "new energy + intelligence".
In the first half of 2023, the trend of intelligent electrification in the automotive industry will continue to advance, the industry competition will become increasingly fierce, and the challenges and opportunities of industrial chain restructuring will coexist.
Gan Jiayue said that the development of automobiles is no longer limited to single-line technological innovation, but multi-technology integration and innovation of artificial intelligence, non-sensory interaction, heaven and earth communication, and cross-border interconnection capabilities. Geely Automobile firmly and comprehensively embraces new energy to create smart boutique cars for everyone. The logic of the new energy main line is clear, and it has realized the intelligent transformation of electrification: Geely Galaxy has rapidly advanced, and JK has firmly established itself in the luxury intelligent pure electricity market. The international layout has made important progress.
In the first half of 2023, Geely sold 158,000 new energy products, an increase of 43.9% year-on-year, and the proportion of new energy vehicle sales increased from 17.9% in the same period last year to 22.7%.
Geely, Lynk & Co, Extreme Krypton, Ruilan, Geely Group’s brand synergy strategic advantages are fully highlighted, the brand positioning is clear, and each performance is extraordinary. Geely Galaxy series focuses on super hybrid, extended range hybrid and pure electric products, and launches the hybrid model Galaxy L7. The cumulative sales volume exceeded 30,000 units in the three months of listing, becoming the fastest intelligent electric hybrid SUV in the hybrid market to achieve "monthly sales breaking 10,000"; Lynk & Co brand focuses on super hybrid and pure electric products, achieving sales of 82,000 units in the first half of the year, an increase of 6% year-on-year, and the cumulative sales volume exceeded 900,000 units; Extreme Krypton has firmly established itself in the luxury intelligent pure electric market, delivering 42,633 units in the first half of the year, an increase of 124% year-on-year. It has cumulatively delivered over 120,000
In the first half of the year, Geely’s export business also hit a new high again: achieving export sales of 121,000 vehicles, an increase of 38.3% year-on-year, ranking fourth in the industry, the same as the same period last year; export sales accounted for 17.5%, an increase of 3.2 percentage points year-on-year. According to reports, Geely brand has deepened its layout in the Middle East, Asia Pacific, Africa, Latin America and other regions.
Create a full-stack self-developed technology moat
The upcoming Hangzhou Asian Games are attracting the attention of the world. The Hangzhou Asian Organizing Committee has designated the Asian Games Smart Driving Experience Line developed by JK to be put into operation during the Asian Games, which fully demonstrates the technical strength of JK in urban open roads and other scenarios. The Geely Star Smart Computing Center, which was launched at the beginning of this year, receives real-time driving data and intelligent driving data of the Asian Games fleet through the vehicle to everything platform and intelligent driving cloud platform, and uses its super computing power to provide efficient and safe data information computing services for cars, ensuring the safe operation and driving experience of vehicles in an all-round way.
Not only in the Asian Games, but also in Shanghai, Hangzhou and other cities, high-end intelligent driving solutions represented by the ultra-high-speed NZP autonomous pilot assistance system have been commercialized first.
This is just a microcosm of Geely’s continued focus on innovation capacity enhancement and building a full-stack self-developed technology moat. Geely Automobile has never stopped increasing its investment in smart electrification research and development. In the first half of 2023, Geely’s total R & D investment has increased by 62.8% year-on-year to 5.91 billion yuan.
Geely’s technology-driven new energy transformation is continuing to accelerate. Geely actively deploys the entire industrial chain of smart electric vehicles, realizes software-defined vehicles, solidifies core technologies, and self-researches the full stack of software and hardware, promoting the rapid implementation of "Smart Geely 2025".
In the field of smart cockpit, Geely’s first self-designed car-grade smart cockpit chip "No. 1", as well as the smart cockpit system LYNK Flyme Auto jointly created by Lynk & Co and Star Meizu, can achieve seamless connection between mobile phones and cars, and has been installed in the recently launched Lynk & Co 08.
In the field of intelligent driving, Geely’s high-precision positioning chip module has passed the vehicle-level certification in terms of intelligent driving and navigation and positioning; the full-stack self-developed distributed operating system Galaxy N OS, which realizes the integrated experience of system, ID and cloud; the AI large model of Xingrui Intelligent Computing Center provides intelligent driving and voice interactive training optimization support; Spacetime Daoyu provides low-orbit satellite technology support, and can realize the mass production and deployment of satellite communication and satellite positioning functions within this year.
It is worth mentioning that Geely Galaxy is advancing rapidly, and the intelligent electric hybrid system continues to create new heights of technology, opening the second stage of high-value new energy.
In February 2023, Geely Galaxy was officially released, and Geely’s new energy strategy and new products were officially announced. The first smart electric hybrid SUV, Geely Galaxy L7, is positioned as "the safety leader of science and technology electric hybrid SUV", and the first to take the Aegis battery safety system, Raytheon Electric Hybrid 8848 and Galaxy N OS three major technical achievements.
The Aegis Battery Safety System is a battery safety technology created by Geely and exclusive to Geely Galaxy. This is a battery-based "no blind spot" safety protection system that integrates architecture, vehicle, intelligent control, and cloud security. The Raytheon Hybrid 8848 has achieved energy saving, performance and intelligence, and the thermal efficiency of the Raytheon Hybrid Engine, which has been verified, has exceeded 46%. Galaxy N OS system start-up speed, application opening speed, and Keyword Spotting speed are all the fastest in the same class.
Gan Jiayue emphasized that new forces have the word "potential", which means that they must have the ability to change and the determination to change. Geely faces the issue of "comprehensively moving towards new", and has a strong ability to change, and the strength of change is also strong. In this sense, Geely is a new force.
Forward-looking layout makes a second take-off
1.65 million vehicles, Geely has set ambitious annual sales targets. Among them, the sales target of new energy vehicles will increase by more than 100% compared with the total sales achieved in 2022.
In order to achieve this goal, Geely has been focusing on new energy and intelligent transformation. Geely brand plans to launch two new products in the second half of the year. After the industry’s first AI intelligent electric hybrid sedan Galaxy L6 was listed in September, E8 will be listed in the fourth quarter of this year; Lynk & Co brand’s newly listed new energy luxury smart super SUV Lynk & Co 08, in one fell swoop to achieve brand renewal, product renewal, channel renewal and experience renewal; Extreme Krypton’s annual delivery target of 140,000 vehicles remains unchanged, and a new intelligent pure electric car will be launched in the second half of the year to rapidly increase the high-end market share.
At the same time, the smart cockpit will continue to iterate. Geely brand focuses on creating a new generation of cockpit operating system Galaxy N OS2.0 to achieve a smooth experience of integrated integration of system, ID and Cloud as a Service; LYNK Flyme Auto, the smart cockpit created by the deep integration of Lynk & Co and Meizu, will focus on multi-end point, full scene and immersive experience, bringing the ultimate intelligent interaction experience. Lynk & Co 01/03/05 equipped with 8155 car chip, since August 10, through OTA on the new smart cockpit system LYNK OS N.
The field of AI artificial intelligence will accelerate the layout. Geely plans to officially release the "first full-stack self-developed full-scene AI model in the automotive industry" in the second half of the year. It has completed the training of the dialogue model, including the construction of 500TB super-large-scale Chinese text data and the development of data cleaning algorithms. The model uses a 1.5T token super-large-scale Chinese dataset to make the conversation between people and cars smoother, the car machine is smarter, and the second knows the second response.
The pace of expanding the global market will also be faster and more stable: Geely brand to continue to deepen the Middle East, Asia Pacific, Latin America and other major markets, start the operation of the Mexican market, focusing on breaking through Vietnam, Australia and New Zealand and other markets; speed up the transformation of Eastern European market operations, to achieve high-quality development. Extreme Krypton 001 and Extreme Krypton X have entered the European market, taking the lead in Sweden and the Netherlands. The first batch of direct-operated stores will be launched and delivered within the year; in the fourth quarter, pre-sale will be launched in Israel, going global.
Some senior industry experts have commented that the underlying reason for Geely’s second take-off is its forward-looking layout of R & D and the empowerment of the holding group. Geely Holding Group acquired Volvo in 2010 and successfully integrated it. With the help of Volvo, it has completed the establishment of a global R & D and supply supporting system, and has made great progress. In the face of a century of great changes in the automotive industry, Geely has actively responded and unswervingly invested in electric intelligence research and development. In the medium and long term, the electric intelligent revolution has given Geely new development opportunities. Through the absorption and integration of Volvo, the forward-looking technology layout for many years, and the coordination of resources of the holding group, Geely guides the development of various brands with a global strategic vision. On the one hand, it can give full play to the advantages of technical hard core. On the other hand, it is expected to achieve curve overtaking in terms of brand power, product definition and innovative marketing, aiming at international first-line car companies.
Gan Jiayue said that only by leveraging our advantages and basing ourselves on the present can we look to a farther future. The "Intelligent Geely 2025" strategy proposes "one network and three systems". "One network" is to create a Geely intelligent technology ecological network, based on intelligent architecture and new infrastructure. The e-CMA architecture, SPA architecture, and SEA vast architecture are very important intelligent architectures for new energy vehicles. On the basis of the intelligent architecture, we must add operating systems, chips, technical data, and satellite technology to unite them into an intelligent technology ecological network. The "three systems" are intelligent energy, intelligent manufacturing, and intelligent services. We must lay the foundation, practice our internal skills, and practice the "one network and three systems" well. On this basis, we will build high-value new energy vehicles.
?
关于作者