3 Guinness World Records in Hand! Geely's "Thunder 16-in-1" Electric Drive, Welds Shut the Global E-Drive Ceiling

On July 16, Geely Automobile Group officially released Geely Galaxy's world's first "Thunder 16-in-1 Intelligent Electric Drive". Relying on Xingqu Technology's years of technical accumulation and complete industrial layout, this new electric drive achieved a generational breakthrough in energy saving, performance, and reliability, directly pulling the daily usage experience of pure electric vehicles to a new height. The Geely Galaxy TT, equipped with this electric drive for the first time, won two Guinness World Records at once: "Lowest Energy Consumption for Driving a Production Pure Electric Sedan Around Qinghai Lake" and "Longest Continuous Dual-Car Drift on Slippery Roads (Electric Vehicle)", proving the global leading strength of Chinese brands in the electric drive field with solid results.

The "Thunder 16-in-1 Intelligent Electric Drive" released this time has the most intuitive feature of integrating 16 hardware and software functions that were previously scattered into one, equivalent to packaging several independently working devices into one highly collaborative unit. It not only has over 180 fewer scattered parts, but its weight is also 15% lighter than mainstream industry products, and can free up an additional 28L of trunk space inside the vehicle. For ordinary car owners, it means carrying more luggage and being more practical for daily travel.

In terms of the most concerned matter of saving power, this electric drive achieved the industry's first place in mass production of the same level with a 93.8% comprehensive efficiency. Simply put, from current transmission, energy conversion to daily full-scenario driving, every link is "picking details" to reduce waste: 800V high-voltage platform plus shortened conduction paths directly reduce current transmission loss by 80%; more advanced silicon carbide chips, thinner silicon steel sheets, and high-precision gears further minimize losses in the electricity, magnetism, and force conversion process; plus the support of Geely Xingrui AI Cloud Power Intelligent Energy Management Large Model, when turning on heating in winter, driving long distances on highways, or commuting during city rush hours, the system will automatically find the most power-saving operation mode. Car owners don't need to deliberately control their footwork, they can find a balance between comfort and power saving. It is precisely thanks to this extreme energy-saving design that the Galaxy TT achieved an ultra-low power consumption of 8.20 kWh/100km in the test run around Qinghai Lake, setting a Guinness World Record for lowest energy consumption for production pure electric sedans around Qinghai Lake.

In terms of power performance, it achieved the level of the top tier of the same level. The four-wheel drive version reaches a comprehensive power of 425kW, and 0-100 acceleration only takes 3.8 seconds. The rarest thing is "fast and stable": the average command response of traditional electric drives is 40ms, it relies on the design of one-chip integration to compress it directly to the fastest 2ms, the power follows the moment the accelerator is stepped on, truly achieving "hits exactly where pointed"; AI algorithms can also reduce real-time torque deviation from 3% to 1%, greatly improving the accuracy of power output of the wheels; plus 54-channel directional cooling technology, the maximum temperature of the motor can be reduced by 15 degrees Celsius, even if driving intensely for a long time, there will be no power attenuation or system torque limit situation.

It is precisely relying on this performance of "performance without interruption throughout the process" that the Galaxy TT completed over 46km of continuous dual-car drift on slippery roads, breaking the record set by Porsche in 2020. Many people may not know that drifting pure electric vehicles is much more difficult than fuel cars: at the moment of starting drift, precise torque must be exploded in milliseconds to allow the car body to smoothly enter the sliding state; during the drift process, power output must be constantly finely adjusted, a slight deviation will cause loss of control; under extreme working conditions of continuous tens of kilometers, the electric drive must withstand continuous high speed and high thermal load, and cannot trigger protection due to overheating. This successful challenge is equivalent to giving all ordinary car owners a reassurance: even if encountering heavy rain and slippery roads, continuous climbing, or long-time intense driving, this electric drive can still output stably and won't let you down.

In terms of reliability, this electric drive has undergone an "over-standard level" test. From single parts to complete electric drive assembly, to the whole vehicle on the road, covering 9000+ tests in 15 areas, cumulatively completing 5 million kilometers of durability verification, and also obtained the authoritative certification of CAERI "High Quality Electric Drive". It also comes with a cloud "online doctor" - Smart Health Management System, relying on AI life prediction model to actively give key components a "checkup", not waiting for parts to break to warn maintenance in advance, turning the past "repair after break" into "active care", reducing the failure probability in the process of using the car from the root.

On the day of launch, Xingqu Technology also opened to the outside world for the first time, showing Geely's complete electric drive R&D, intelligent manufacturing and full-chain industrial layout to the outside world. Currently, Xingqu Technology's R&D and manufacturing network spans multiple cities in China as well as Sweden and Malaysia, with cumulative patent applications exceeding 1000, and the highest automation rate of five major intelligent manufacturing bases exceeds 95%, production accuracy reaches micron level, and the whole process of every electric drive can be intelligently traced. In the first half of this year, the motor installation volume of Xingqu Technology has firmly stayed in the industry TOP3. Products not only serve domestic brands like Geely Galaxy and Zeekr, but also supply to many international car companies such as Volvo, Jaguar Land Rover, and Renault, and signed long-term orders with many top European car companies.

At this point, Geely has cultivated three "Hidden Champions" enterprises in the three core fields of hybrid, battery, and electric drive: Haosi Power, Jiyao Tixing, and Xingqu Technology, forming a full-chain autonomous and controllable three-electric technology system. From the Guinness World Record of over 2608km range created by the Thor Intelligent Hybrid before, to the two new records won by this Thunder 16-in-1 Intelligent Electric Drive, Geely is reshaping the global new energy vehicle power technology standards with solid technical breakthroughs, injecting strong Chinese power into the innovation and upgrade of the global new energy industry.

【Lead: On May 16, 200,000 Leapmotor older vehicles received free city pilot assist overnight; on May 18, the MPV D99 interior was unveiled, beginning to advance into the high-end market. When competitors are still dividing classes using intelligent driving and configurations, Leapmotor chooses to make them standard equipment. After monthly sales of 70,000, the question is no longer "how many can be sold", but "is the ceiling high enough".】

Author: Cai Yan

Although sales rank at the top among new forces, Leapmotor reported a loss of 390 million yuan in the first quarter, making the goal of achieving 5 billion yuan net profit this year much harder to reach. When the A10 becomes popular, D99 aims for the high-end, and the second brand is ready to launch, this car company that started relying on "cost-performance" has achieved rapid scale expansion but encountered a bottleneck in profits, and it is working hard to change the situation.

▲ Leapmotor rises to the first echelon relying on independent research and development technology

From "Cost-Performance Catfish" to "Head Goose of New Forces"

Four years ago, Leapmotor was still in the stage of "monthly sales of thousands of units", with attention and volume far less than "NIO, Xpeng, and Li Auto". The arrival of the turning point was much faster than the industry anticipated. In 2025, Leapmotor delivered 596,600 vehicles for the whole year, topping the annual sales list of domestic new force car makers; in the first quarter of 2026, it delivered 110,200 vehicles, ranking first among new forces again; in April alone, monthly sales exceeded 70,000 units, setting a new brand historical record.

▲ Leapmotor's April monthly delivery volume exceeded 70,000 units

Whole-domain independent research is the origin of all Leapmotor stories. Currently, Leapmotor has established 17 parts factories, with the ratio of self-developed and self-made accounting for 65% of total vehicle costs, covering core links such as electronic control modules, lamp controllers, intelligent driving chips, and electric drive systems. With 65% of the total vehicle cost controlled in its own hands, this vertical integration capability means that when the industry is generally constrained by supplier price hikes, Leapmotor can hold the cost initiative in its own hands; when competitors are still using third-party intelligent driving solutions, Leapmotor is already able to push the nationwide city pilot assist function for free to 200,000 older car owners and promises permanent free usage. This major OTA on May 16 pushed urban main roads, elevated roads, roundabouts, and other all-scenario city pilot assist capabilities to the old B series, Lafa5, and 2026 C series LiDAR version models. Leapmotor proved one thing with actions: Intelligent driving is not a "selling point" for new cars, but an "entitled right" for old users.

At the same time, Leapmotor's channel strategy and product strategy formed an exquisite cooperation. As of January this year, Leapmotor's domestic sales and service outlets exceeded 1,000, covering 295 cities. But unlike the practice of traditional car companies concentrating stores in first-tier cities, Leapmotor's channels are highly "sunk" to fifth-tier cities. The sinking market is not Leapmotor's "supplementary channel", but Leapmotor's basic plate. This "surrounding cities by villages" approach has allowed Leapmotor to establish user cognition and channel barriers early in areas where mainstream new forces have not yet reached.

From the product level, Leapmotor has built a complete product ladder from the A platform to the D platform. The A10 is priced at 65,800 - 86,800 yuan, yet pulls hardcore configurations such as LiDAR, spot-to-spot pilot assist, and Qualcomm dual flagship chips into the market under 100,000 yuan. Market response was extremely enthusiastic, daily production capacity has reached the level of thousands of units, entering the "Daily Thousand Club" that only a few hit products like Tesla Model Y have reached. The other end is the first mid-to-large MPV D99, positioned as technological luxury, equipped with dual 8797 chips, 1280 TOPS assisted driving computing power, 800V high-voltage platform, second-row seats support rotation function. Quickly attracted industry attention after the interior release. One end is entry-level ultimate cost-performance, one end is brand bearing towards high-end breakthrough, the middle relies on C and B series to form a stable basic plate — this "blossoming at both ends, supporting in the middle" matrix structure is the structural support for Leapmotor to break through 70,000 units in a single month.

▲ Leapmotor A10 brings high-end configurations down to the 100,000 yuan level market

Competition Intensifies, Can Leapmotor Sales Continue to Rise?

In 2026, the elimination competition in the automotive industry intensified, Leapmotor founder Zhu Jiangming straightly said "There is no future without scale".

However, the current awkward situation for Leapmotor is that volume increases but profit decreases. Its Q1 revenue was 10.82 billion yuan, delivered 110,200 vehicles, overseas sales 40,900 vehicles, year-on-year growth of 442%, accounting for 37.1% of total sales, setting a new historical record. Affected by the increased proportion of low-price models, the gross profit margin dropped sharply from 14.9% in the same period last year to 9.4%, net loss 390 million yuan. However, management maintains Q2 guidance of 240,000-250,000 vehicles, annual sales 1 million vehicles and 5 billion yuan net profit target unchanged. Behind it is the confidence in product rhythm — A10 daily production capacity will reach over 1,000 units, May expected 26,000 units, June aiming for 30,000 units; The D99 about to be pre-sold is positioned as a 300,000 yuan level technological luxury MPV, extended range version equipped with 800V high-voltage platform, pure electric version equipped with 1000V high-voltage platform, and equipped with dual 8797 chips, will become a new growth pole.

Secondly, the launch of the second brand opens up new space. Leapmotor Vice President Li Tengfei confirmed at the Q1 financial report meeting that the new brand will debut as early as the end of 2026 or 2027, expected to launch in mid-2027, aiming at the 300,000 yuan and above high-end market, adopting an independent sales network, helping Leapmotor transform from "sales champion" to "full-spectrum giant".

Furthermore, supply chain independence and global layout are the moat. Whole-domain self-research covers 65% of total vehicle costs, especially valuable against the background of shortages in components such as memory. Leapmotor International has already covered 35 countries, 2026 export target 100,000-150,000 vehicles, promoting localized production of factories in Spain and Malaysia, overseas business has already turned a profit. Leapmotor's true ceiling is not in the delivery numbers, but in whether it can continuously build a "Technology-Product-Brand" positive cycle. The May 16 OTA pushed city pilot assist for free to 200,000 older cars, covering B series, Lafa5, and 2026 C series LiDAR models, achieving nationwide opening (2024 C series LiDAR version will follow in the third quarter); meanwhile, Leapmotor plans to achieve "spot-to-spot" high-level intelligent driving push in the third quarter, intelligent driving team over 700 people, training servers nearly 600 units, achieving full-chain self-research. Converting whole-domain self-research into OTA push, stunning products, and cost pricing, "Good but not expensive" is indeed the deepest moat, Leapmotor's ceiling is far from arriving.

▲ Leapmotor D99 attacks the high-end market

Comment

Leapmotor's immediate task is not about sales, but whether it can find a balance pivot between the original intention of "Good but not expensive" and brand upward, especially against the background of turning from profit to loss in the first quarter and a sharp drop in gross profit margin. When the second brand aims for the market above 300,000 yuan, the underlying capabilities of whole-domain self-research will undergo more severe premium testing. Breaking this hurdle, Leapmotor can truly evolve from "sales champion" to "value benchmark".

(This article is original to "Heyuan Yueche", unauthorized reproduction is prohibited)

As usual, BYD submitted a May sales performance report that left the industry speechless. Not only did domestic new energy vehicle sales reach 383,453 units, ranking first in domestic new energy sales for 60 consecutive months; overseas volume surged 80.7% unexpectedly, sales breaking 160,000 units for the first time. Rumors say BYD's eight roll-on/roll-off ships were not enough, and recently they even rented one to urgently help transport finished cars;

In the domestic market where NEV penetration has exceeded 40%, everyone is extremely sensitive to prices, and the elimination round has been accelerated. Yet BYD still maintains double-digit year-over-year growth. Now with the overseas market gradually becoming the second growth engine, what does this mean? Although this month set a new historical record, it can be confirmed that BYD's "ceiling" in the following period will likely be far higher than most people imagine.

Domestic Foundation: Dynasty and Ocean Stable as Rock, How Thick is the Base with 330,000 Monthly Sales?

Let's look at the domestic foundation first. BYD Dynasty and Ocean Network combined sales 330,215 units, contributing over 86% of sales. This number itself is a watershed because relying solely on these two product sequences, BYD is already a strong contender for Chinese automaker sales champion. Have you noticed this year Dynasty and Ocean models feature technology trickling down, combined with economies of scale suddenly pulling out a virtuous cycle. Sales matching technology lets everyone feel good product experience, naturally reputation spreads, friends' introductions dispel concerns about EVs, even concerns about BYD, naturally people walk into the stores.

Results found: Fifth Gen DM, e-Platform 3.0, Second Gen Blade Battery these core technologies, already downgraded from high-end models to 100,000-level products,实质上 means making technology affordable. Monthly 330,000 volume, means single car R&D cost, mold cost, supply chain cost are maximally spread thin. Opponents want to fight BYD price war, will find their costs cannot hold up. More critically, these two product sequences still continue iteration. 3rd Gen Yuan PLUS, Seal 08, Sea Lion 08 etc new cars launching soon, flash charging technology also accelerating popularization. Foundation not aging, but constantly refreshing.

May Fang Cheng Bao sales 30,186 units, YoY growth 139.7%, Denza sales 16,303 units, Yangwang sales 286 units, YoY growth 105.8%. Actually Fang Cheng Bao explosion not accidental, Leopard 5, Leopard 8 plus flash charging tech, Fang Cheng Bao in hardcore off-road + NEV niche track, usage experience almost no opponents, more people starting to understand, turning is inevitable.

Overseas Explosion: Single Month 160,000 Units, Globalization from "Story" to "Numbers"

Let's compare 2025 full year first, BYD overseas sales about 800,000 units. But 2026 first 5 months, overseas cumulative sales already quickly approaching 600,000 units. If maintaining current growth rate, full year overseas sales breaking 1.2-1.5 million units not impossible.

Look at a few key regions: Seagull, Song PLUS, Yuan Series in Southeast Asia, Europe, Latin America recognition getting higher and higher. SHARK pickup trucks for two consecutive months break 4,000 units. Domestic pickups one year only 400,000 units. If these single regions can sell one-tenth of domestic, later globally rebuild one much larger than domestic pickup consumption market volume, not what is difficult.

Objectively speaking, past overseas consumers to Chinese cars cognition is "cheap but unsafe", BYD with Blade Battery abroad alone strength gradually reverse this impression, especially in Thailand, Brazil etc, BYD already become EV symbol. Plus BYD already in Brazil, Hungary, Thailand build factories producing, localization is a very good marketing way, more local people understand BYD, understand Chinese cars.

BYD Leadership: Intelligent Driving Safety Net

Wang Chuanfu personally announced BYD as City Pilot Safety Net Guarantee Service, his sentence "Dare to Underwrite, is True Safety" is what worth thinking.

Why "Underwrite" so important? Because in intelligent driving popularization today, most auto companies intelligent driving functions are "User Responsibility", system had accident, responsibility on driver. BYD's "Underwrite" means, in specific scenarios, if system failed to respond timely, manufacturer bear corresponding safety responsibility, users can in driving time no need to think whether turn on assist driving, instead get on car press "Intelligent Driving Paddle", user activity high, data model build accelerate, everyone dare use, BYD dare adjust data feedback to serve people, second virtuous cycle again establish.

Data won't lie: BYD this safety net launched after, function usage rate from 21% to over 90%.

Summary:

So BYD's "Ceiling" where? This if-no-if ceiling, BYD through tech R&D and strategy layout, already pushed up or "removed", this group data for BYD tell is like "the light boat has passed ten thousand mountains", and from Panda Speed see: BYD growth not eating NEV dividend, but NEV market eating BYD dividend.

If future every month BYD sales data all climbing, then BYD will from own dividend beneficiary, gradually become rule maker, behind BYD will face ceiling, only own production capacity and delivery capability, but from current situation see, BYD is running faster and faster.