16 years ago, Geely bought Volvo from Ford.

At that time, many people's first reaction was not admiration, but worry: a Chinese private car company suddenly taking over a European luxury brand, was this an overseas acquisition, or simply spending money to buy a master to worship?

16 years later, the story circled back to Ford.This time, however, the positions of the people sitting at both sides of the negotiation table were slightly different.

On July 23, Ford and Geely announced they will establish a joint venture company targeting the European market around the Valencia, Spain factory.Ford holds about 66%, Geely holds about 34%, both parties will produce multi-energy models of Ford and Geely brands here. According to the plan, two Geely new energy SUVs will be rolled off the line in 2028, and both parties will jointly develop a new car that offers pure electric, plug-in hybrid, and extended-range versions.

So strictly speaking,Geely did not buy the Ford factory with people and land as a package deal.

But what is most worth looking at is not who has a few more percentage points on the equity table, but who needs whom more.

The Valencia factory has an annual capacity of about 500,000 vehicles and was once one of Ford's most important manufacturing bases in Europe, producing a long list of models familiar to European consumers such as Fiesta, Mondeo, Galaxy. However, now the factory mainly relies on Kuga to maintain production, capacity utilization is only about 30%, and production volume has dropped by more than 70% compared to 2019.

A factory capable of producing 500,000 cars is now waiting for orders most of the time. Machines are still there, workers are still there, supply chains are still there,but there aren't enough cars to sell.

It is like an old restaurant that once had people queuing for two hours to eat; the kitchen, tables and chairs, waiters, nothing was missing, but finally discovered there were only three tables of guests in the hall.

At this time, Geely pushed the door and walked in.Not here to eat, but bringing menus, chefs, and a group of new customers, asking Ford: Your kitchen is empty anyway, why don't we partner up?

This is the really interesting part of this news. In the past, Chinese car companies going to Europe were usually there to learn. Learn how Europeans do design, learn how Germans tune chassis, learn how century-old car companies manage supply chains. If really can't learn, directly hire a few designers, chassis engineers, and sales executives back.

Chinese cars at that time were like students who suddenly made money, searching the world for famous teachers. European car companies sat on the podium, collecting tuition fees while being somewhat condescending.

In 2010, Geely acquired Volvo, which was the most representative transaction under this historical background. Why did Ford sell Volvo back then? Because after the financial crisis, they lacked money and needed to contract their frontline. Why did Geely buy? Because it needed brands, technology, and a mature global system.

That was a standard exchange of Chinese capital for European technology.

But the logic of today's Valencia cooperation has been reversed. What Ford needs from Geely is not just money,but new energy products, vehicle platforms, development speed, and orders that can fill the factory again.

In other words, 16 years ago Geely bought a European luxury brand from Ford; 16 years later, Ford is starting to invite Geely back to help solve what cars the European factory should actually build.

This is not simply "feng shui goes in cycles", but a rearrangement of power relations in the automotive industry. Because for an automotive company, what is truly dangerous has never been selling fewer cars, but gradually losing the ability to define the next car.

Factory idleness is just the appearance.Behind the appearance is Ford's awkwardness in Europe's new energy transformation.

In the past few years, Ford has done a lot of things in Europe. It cooperated with Volkswagen, launching Explorer EV and Capri EV based on Volkswagen's MEB platform; also cooperated with Renault, hoping to jointly develop cheaper small electric vehicles; now inviting Geely into Valencia.

Cooperation is certainly not wrong. The automotive industry is inherently a highly collaborative industry, no car company can manufacture everything from chips to tires by itself.

But when a century-old car company's new products rely more and more on others to provide platforms, technology, or capacity solutions, things are not as easy as "open cooperation".It shows that Ford is using partners to make up for its speed and cost shortcomings in European new energy products.

Past Ford, others came to borrow platforms, factories, brands. Present Ford, started looking for partners everywhere. Volkswagen handles part of the pure electric platform, Renault helps solve small electric vehicles, now Geely brings new energy SUVs and new platforms into the Spanish factory.

Those who don't know might think Ford pulled a group chat in the auto industry, the group name being "European Business Self-Help Mutual Aid Society".

And Geely choosing to enter Valencia at this time is absolutely not doing charity in Europe.

Chinese car companies going overseas, the simplest stage, is to load cars onto ships from domestic and ship them to Europe to sell. But with tariffs, local manufacturing rules, and political reviews increasing, pure exports are becoming a business with higher costs and lower certainty.

The EU currently still implements countervailing measures on pure electric vehicles produced in China, and is also discussing more clear "Made in Europe" requirements.

So now what Chinese car companies are thinking is no longer "how to sell cars to Europe",but "how to make themselves part of the local European industry". That is exactly the purpose behind BYD poaching a former Hungarian foreign minister; Geely's cooperation with Ford in the Spanish Valencia factory today is the same.

After all, building a factory from scratch is like registering a new account again. But entering a factory that Ford has operated for many years is like taking over an old account with real-name certification, credit records, and lists of local government and union friends.

What is truly valuable is not those stamping machines in the factory building, but the workers behind them, suppliers, certification experience, and interest relationships formed with the local government and community.

In the past, what Europe feared most was whether Chinese cars would take away Europeans' jobs. Now a slightly awkward picture has emerged,if Chinese car companies don't come, some European workers' jobs will be even harder to keep.

Europe is adding tariffs on Chinese EVs on one side, worrying that Chinese brands will impact the local industry; on the other side, welcoming Chinese models into local factories, because factories need orders, local areas need tax revenue, workers need jobs.

What they say on their mouths is "prevent industrial hollowing out", but their bodies honestly ask: When can those two models of SUVs go on the production line?

However, seeing this, don't rush to open champagne yet.

Chinese car companies walking into European factories does not mean they have obtained permanent property rights from then on.On the contrary, the troubles Chinese enterprises have encountered overseas in the past year and a half are already so many that they could almost shoot an international business war serial drama alone.

The UK government forcibly nationalized British Steel under China's Jingye Group; The Netherlands government implemented rare operational intervention on Nexperia under Wingtech Technology; Panama Supreme Court ruled contracts invalid for companies under Hutchison Whampoa operating two canal ports; Australian government clearly promoted Darwin Port to return to national control, Landbridge Group holding 99-year lease has launched legal action.

The resource countries are not idle either.Niger expelled three Chinese oil company executives, wanting to avoid debt; Indonesia, after relying on Chinese capital and technology to become a global nickel industry center, started tightening ore quotas, raising taxes and fees, adjusting pricing methods, hoping to keep more profit and resource control rights in its own hands.

The most uncomfortable is India, planning to maintain strict review for Chinese enterprises for a long time, BYD was recently investigated due to import parts tariff issues. The Indian government also issued a 650 million tax bill to BYD.

Looking at these things together, it is indeed easy to feel a sense of an approaching storm.

It seems as soon as Chinese enterprises prepare to go out on a large scale, the whole world starts closing doors and changing locks, then tells you, sorry, recently the four words "National Security" are a bit busy, ports are managed by it, chips are managed by it, steel is managed by it, mines are also managed by it.

But this is exactly the proof that Chinese enterprises have truly started globalization.

In the past, Chinese companies had less presence overseas, of course not so much friction. You just sell some goods, others treat you as a supplier; when you start buying factories, getting ports, controlling resources, building supply chains, even affecting a country's employment and industrial security, the way others look at you naturally changes.

A person who never goes to sea certainly will not encounter storms at sea. But this cannot prove the shore is safer, it can only prove he can never reach the other shore.

So the question has never been whether Chinese enterprises should go overseas or not,the way of going overseas must be upgraded.

In the past, Chinese enterprises were best at calculating production costs, how much a battery costs, how long it takes for a car to roll off the line, how much efficiency can be improved.

In the future, we also have to learn to calculate political costs, whether the government will change, whether industrial policy will turn, whether the boundary of "National Security" will suddenly expand, after contract disputes, whether local laws and arbitration mechanisms are reliable.

From this angle, looking at the joint venture between Geely and Ford, it is even more interesting.

Ford holds 66%, Geely holds 34%, on the surface Geely has no control, not enough "to feel proud". But this may exactly be a design where courage and wisdom coexist.

Geely did not buy a European factory alone, then hang a sign at the door announcing flag planting success, but kept Ford on the ship, kept Spanish workers on the production line, tied local suppliers, government tax revenue and employment into the project.

If someone really wants to overturn the table in the future, those whose feet will be hit first are not just Geely, but also Ford, local unions, parts enterprises, and families relying on this factory to eat.

This is mature globalization.It is not walking to a country, declaring this belongs to me from now on; but making more and more locals discover that if this project is gone, they will also feel the pain.

So these recent overseas frictions are certainly worth being vigilant, but not worth concluding "Chinese enterprises should not go overseas".

The larger the contact surface, the more friction points there are naturally. The heavier the assets Chinese enterprises take out, the more critical the industries entered, the more resistance encountered will not just be commercial competition, but become a mixed question of law, politics, public opinion, and national security.

This is very troublesome, but it is also an unavoidable path.

16 years ago, Geely bought Volvo from Ford, buying a ticket to enter the global automotive industry.

16 years later, Geely walked into Ford's European factory, bringing not just money, but products, technology, efficiency, and orders.

In the past, Chinese cars going overseas, they sold cars. In the future, what truly needs to be exported is a complete car-making method, and the ability to survive in unfamiliar rules.

The thing European cars worried most about has indeed happened. Chinese car companies not only drove cars into the European market, but also started to embed themselves into the production lines of the European automotive industry.

But for Chinese enterprises, the real test has just begun.

Selling cars is just the first step. True globalization is walking outwards while getting beaten, while learning how not to get beaten for nothing.

16 tahun lalu, Geely membeli Volvo dari tangan Ford.

Pada masa itu, reaksi pertama ramai bukan kekaguman, sebaliknya kebimbangan: Sebuah syarikat automotif swasta China, tiba-tiba mengambil alih sebuah jenama mewah Eropah, adakah ini pembelian asing, ataukah membayar wang untuk membawa nenek moyang pulang untuk disembah?

16 tahun kemudian, cerita itu kembali kepada Ford.Hanya kali ini, orang yang duduk di kedua-dua sisi meja rundingan, posisinya sudah agak berbeza.

23 Julai, Ford dan Geely mengisytiharkan bahawa mereka akan menubuhkan sebuah syarikat patuh yang bertujuan untuk pasaran Eropah di sekitar kilang Valensia, Sepanyol.Ford memegang kira-kira 66% saham, Geely memegang kira-kira 34% saham, kedua-dua pihak akan menghasilkan pelbagai model enajeri berkadar jenama Ford dan Geely di sini. Mengikut pelan, dua model SUV tenaga baharu Geely akan keluar dari garisan pengeluaran pada 2028, kedua-dua pihak juga akan membangunkan secara bersama sebuah kereta baharu yang menawarkan versi elektrik tulen, hibrid boleh dicas dan range extender.

Jadi secara ketat,Geely tidak membeli kilang Ford dengan orang dan tanah sebagai satu bungkusan.

Tetapi satu perkara yang paling patut dilihat, sebenarnya bukan berapa peratus lebih pada jadual ekuiti, tetapi siapa yang lebih memerlukan siapa.

Kapasiti tahunan kilang Valensia adalah kira-kira 500,000 kenderaan, pada masa dahulu merupakan salah satu tapak pembuatan terpenting Ford di Eropah, pernah menghasilkan Fiesta, Mondeo, Galaxy dan banyak lagi model yang dikenali ramai oleh pengguna Eropah. Namun kini, kilang ini bergantung kepada Kuga untuk mengekalkan pengeluaran, kegunaan kapasiti hanya sekitar 30%,产量相比 2019 年 sudah menurun lebih 70%.

Sebuah kilang yang boleh mengeluarkan 500,000 kenderaan, kini kebanyakan masa menunggu order. Mesin masih ada, pekerja masih ada, rantai bekalan masih ada,hanya kereta tidak cukup dijual.

Ini sama seperti sebuah restoran lama yang pernah perlu beratur dua jam untuk makan, dapur, meja kerusi, pelayan semuanya tidak kurang, akhirnya ditemukan bahawa di dewan hanya ada tiga meja tetamu.

Pada masa ini, Geely mendorong pintu masuk.Bukan untuk makan, tetapi membawa senarai menu, tukang masak dan sekumpulan pelanggan baru, bertanya kepada Ford: Dapur kosong Anda juga kosong, tidak baik kalau kita berkongsi?

Inilah bahagian paling menarik berita ini. Dahulu syarikat automotif China pergi ke Eropah, biasanya untuk belajar. Belajar bagaimana orang Eropah melakukan reka bentuk, belajar bagaimana orang Jerman menyetel chassis, belajar bagaimana syarikat automotif seratus tahun mengurus rantai bekalan. Jika benar-benar tidak boleh belajar, terus merekrut beberapa pereka, jurutera chassis dan eksekutif jualan pulang.

Pada masa itu, automotif China, seperti seorang pelajar yang baru dapat wang, beraya mencari guru mahir. Syarikat automotif Eropah duduk di atas podium, sambil mengambil yuran sekolah, sedikit banyak agak merendahkan.

Geely mengambil alih Volvo pada 2010, merupakan satu transaks yang paling representatif di bawah latar belakang zaman ini. Mengapa Ford menjual Volvo pada masa itu? Kerana selepas krisis kewangan mereka kurang wang, perlu menarik balik lini. Mengapa Geely membeli? Kerana perlu jenama, teknologi dan sistem global yang matang.

Itu adalah pertukaran modal China dengan teknologi Eropah yang piawai.

Tetapi kerjasama Valensia hari ini, logik sudah berbalik. Ford perlu daripada Geely, bukan sekadar wang,melainkan produk tenaga baharu, platform model, kelajuan pembangunan, dan order yang boleh memenuhi semula kilang.

Dengang kata lain, 16 tahun lalu Geely membeli sebuah jenama mewah Eropah dari tangan Ford; 16 tahun kemudian, Ford mulai mengajak Geely pulang, membantu dirinya menyelesaikan masalah kilang Eropah sebenarnya harus menghasilkan kereta apa.

Ini bukan sekadar "perputaran nasib", tetapi satu penyusunan semula hubungan kuasa industri automotif. Kerana bagi sebuah syarikat automotif, yang benar-benar berbahaya bukan kurang menjual sebuah kereta, tetapi perlahan-lahan kehilangan keupayaan menentukan kereta seterusnya.

Kilang terbiar, hanyalah fenomena.Di belakang fenomena, adalah keraguan Ford dalam transformasi tenaga baharu Eropah.

Beberapa tahun kebelakangan ini, Ford di Eropah telah membuat banyak perkara. Ia bekerjasama dengan Volkswagen, berdasarkan platform MEB Volkswagen mengeluarkan Explorer EV dan Capri EV; kemudian bekerjasama dengan Renault, berharap membangunkan kereta elektrik kecil yang lebih murah; sekarang sekali lagi membawa Geely masuk Valensia.

Kerjasama sememangnya tidak salah. Industri automotif asalnya adalah industri yang sangat kolaboratif, tiada syarikat automotif boleh membuat sendiri dari cip hingga tayar.

Tetapi apabila produk baharu syarikat automotif seratus tahun semakin bergantung pada orang lain menyediakan platform, teknologi atau pelan kapasiti, perkara tidak lagi mudah seperti "kerjasama terbuka" begitu sahaja.Ia menunjukkan Ford sedang menggunakan rakan kongsi, membaiki kelemahan kelajuan dan kos dalam produk tenaga baharu Eropah.

Ford dahulu, adalah orang lain yang meminjam platform, meminjam kilang, meminjam jenama. Ford sekarang, mulai mencari rakan kongsi di mana-mana. Volkswagen bertanggungjawab sebahagian platform elektrik tulen, Renault membantu menyelesaikan kereta elektrik kecil, sekarang Geely membawa SUV tenaga baharu dan platform baru masuk kilang Sepanyol.

Yang tidak tahu, sangka Ford telah membuat kumpulan dalam industri automotif, nama kumpulan itu "Kumpulan Bantuan Dan Selamatkan Perniagaan Eropah".

Dan Geely memilih pada masa ini masuk Valensia, juga bukan semata-mata pergi ke Eropah untuk beramal kebajikan.

Syarikat automotif China keluar negeri, fasa paling mudah, adalah memuatkan kereta dari dalam negara ke atas bot, hantar ke Eropah jualan. Tetapi dengan tarif, peraturan pembuatan tempatan dan semakan politik yang semakin banyak, pengeluaran tulen sedang menjadi bisnes dengan kos lebih tinggi, kepastian lebih rendah.

Uni Eropah ketika ini masih melaksanakan langkah anti subsidi bagi kereta elektrik tulen yang dihasilkan di China, pada masa sama juga membincangkan keperluan "pembuatan Eropah" yang lebih jelas.

Maka sekarang syarikat automotif China berfikir, bukan lagi "bagaimana menjual kereta ke Eropah",melainkan "bagaimana menjadikan diri sendiri sebahagian industri tempatan Eropah". Tujuan BYD mencabut bekas menteri luar Hungary adalah sedemikian, Geely hari ini bekerjasama kilang Valensia Sepanyol dengan Ford juga sedemikian.

Memang, membina kilang sendiri dari sifar, seperti mendaftar akaun baharu. Tetapi masuk kilang Ford yang telah beroperasi bertahun-tahun, seperti mengambil alih akaun lama yang disahkan nama, ada rekod kredit, dan senarai kawan kerajaan tempatan dan serahan pekerja.

Yang benar-benar bernilai bukan beberapa mesin pengejan di dalam bangunan kilang, tetapi pekerja di belakangnya, penyedia bekalan, pengalaman pengesahan, dan hubungan kepentingan yang terbentuk dengan kerajaan tempatan dan masyarakat.

Dahulu Eropah paling bimbang, adakah automotif China akan merebut mangkuk nasi orang Eropah. Kini muncul satu gambar agak pelik,syarikat automotif China tidak datang, beberapa mangkuk nasi pekerja Eropah malah lebih sukar dijamin.

Eropah sebelah menambah tarif pada kereta elektrik China, bimbang jenama China mengganggu industri tempatan; sebelah lagi menyambut masuk kereta model China ke kilang tempatan, kerana kilang perlu order, kawasan perlu cukai, pekerja perlu bekerja.

Yang di mulut mengatakan "mencegah pengkosongan industri", badan sangat jujur bertanya satu soalan, dua model SUV anda, bila boleh masuk garisan pengeluaran?

Walau bagaimanapun, melihat sampai sini jangan tergesa-gesa buka cawan sampanye.

Syarikat automotif China masuk kilang Eropah, tidak sama dengan daripada sekarang memegang hak milik kekal.Justru sebaliknya, syarikat China tahun lebih satu akhir-akhir ini masalah yang dihadapi di luar negara, sudah banyak sehingga boleh secara berasingan merakam satu drama siri perang dagangan antarabangsa.

Kerajaan Britain secara paksa memilikikan semula Britain Steel di bawah kumpulan Jingye China; Kerajaan Belanda melaksanakan campur tangan operasi jarang sekali pada Nexperia di bawah Wingtech; Mahkamah Rayuan Tertinggi Panama memutuskan kontrak pengendali dua pelabuhan terusan di bawah Hutchison adalah tidak sah; Kerajaan Australia secara jelas mendorong Darwin Port kembali kepada kawalan negara, Lanqiao Holdings yang memegang sewa 99 tahun sudah memulakan tindakan undang-undang.

Di sebelah negara sumber juga tidak berdiam diri.Niger mengusir tiga eksekutif syarikat minyak China, ingin berhutang; Indonesia bergantung kepada modal dan teknologi China menjadi pusat industri nikel global, kemudian mulai mengemas semula kuota bijih, menaikkan cukai dan yuran, menyesuaikan cara penetapan harga, berharap mengekalkan lebih banyak keuntungan dan kawalan sumber di tangan sendiri.

Yang paling sukar untuk ditahan adalah India, merancang mengekalkan semakan ketat terhadap syarikat China untuk jangka masa panjang, BYD baru-baru ini kerana isu cukai komponen import telah disiasat. Kerajaan India juga memberikan BYD sebil cukai bernilai 650 juta.

Apabila perkara ini dilihat bersama-sama, memang mudah memunculkan rasa badai akan datang.

Seperti syarikat China baru bersedia keluar secara besar-besaran, seluruh dunia mula menutup pintu, mengganti kunci, kemudian memberitahu anda, maaf, "keselamatan negara" empat perkataan agak sibuk, pelabuhan dikawal olehnya, cip dikawal olehnya, besi dikawal olehnya, bijih juga dikawal olehnya.

Tetapi ini tepat sekali adalah bukti syarikat China benar-benar mula melakukan globalisasi.

Dahulu syarikat China di luar negara kehadiran tidak begitu kuat, sememangnya tidak begitu banyak gesekan. Anda hanya menjual barangan, orang lain menganggap anda pembekal; Apabila anda mulai membeli kilang, memegang pelabuhan, mengawal sumber, membina rantai bekalan, malah mempengaruhi pekerjaan dan keselamatan industri sebuah negara, pandangan orang lain terhadap anda semula jadi berubah.

Seorang yang tidak pernah pergi ke laut, memang tidak akan menghadapi ombak di atas laut. Tetapi ini tidak boleh menunjukkan darat lebih selamat, hanya menunjukkan dia tidak akan pernah sampai ke seberang.

Maka masalah bukan sama ada syarikat China masih perlu keluar negeri,melainkan kaedah keluar negeri perlu diunggulkan.

Dahulu syarikat China paling mahir mengira kos pengeluaran, sekeping bateri berapa wang, sebuah kereta berapa lama keluar garisan, kecekapan boleh tingkatkan beberapa peratus.

Seterusnya juga mesti belajar mengira kos politik, kerajaan akan bertukar pemerintahan, dasar industri akan berubah arah, had "keselamatan negara" akan tiba-tiba meluas, apabila kontrak keluar perbezaan, undang-undang tempatan dan mekanisme arbitrase sebenarnya boleh dipercayai atau tidak.

Dari sudut ini melihat semula Geely dan Ford patuh, sebaliknya lebih menarik.

Ford memegang 66% saham, Geely memegang 34%, secara nampaknya Geely tidak mempunyai kawalan, kurang "bangga". Tetapi ini mungkin sekali adalah desain yang serentak mempunyai keberanian dan kebijaksanaan.

Geely tidak membeli sendiri sebuah kilang Eropah, kemudian gantung papan di pintu mengisytiharkan menegak bendera kejayaan, tetapi meninggalkan Ford di atas bot, meninggalkan pekerja Sepanyol di garisan pengeluaran, memasukkan penyedia tempatan, cukai kerajaan dan pekerjaan dalam projek.

Nanti benar-benar ada orang mahu menggulingkan meja, yang tidak hanya Geely yang kaki akan tersangkut, tetapi juga Ford, serahan pekerja tempatan, syarikat komponen, dan keluarga yang bergantung kilang ini untuk makan.

Inilah globalisasi matang.Bukan berjalan masuk sebuah negara, mengisytiharkan selepas ini tempat ini sudah menjadi milik saya; sebaliknya membiarkan lebih banyak orang tempatan mengetahui, projek ini jika tiada, mereka juga akan rasa sakit.

Maka gesekan luar negara baru-baru ini, sememangnya bernilai berhati-hati, tetapi tidak bernilai kerana itu membuat kesimpulan "syarikat China tidak sepatutnya keluar negeri".

Kawasan hubungan semakin luas, titik gesekan semula jadi semakin banyak. Aset syarikat China berjalan keluar semakin berat, industri yang dimasuki semakin kritikal, rintangan yang dihadapi yang tidak hanya akan menjadi persaingan perniagaan, tetapi akan menjadi soalan campuran undang-undang, politik, pendapat awam dan keselamatan negara.

Ini sangat rumit, tetapi juga laluan yang mesti dilalui.

16 tahun lalu, Geely membeli tiket masuk ke dalam industri automotif global dari tangan Ford.

16 tahun kemudian, Geely masuk kilang Eropah Ford, yang dibawa bukan sekadar wang, tetapi produk, teknologi, kecekapan dan order.

Dahulu automotif China keluar negeri, menjual kereta. Seterusnya yang benar-benar ingin dieksport, adalah keseluruhan kaedah pembuatan kereta, dan keupayaan hidup dalam peraturan asing.

Perkara yang paling bimbang industri automotif Eropah, memang berlaku. Syarikat automotif China tidak hanya memandu kereta masuk pasaran Eropah, juga mulai menanamkan diri dalam garisan pengeluaran industri automotif Eropah.

Tetapi untuk syarikat China, ujian sebenar baru bermula.

Menjual kereta hanyalah langkah pertama. Globalisasi sebenar, adalah sambil berjalan keluar, sambil menerima tamparan, sambil belajar cara tidak menerima tamparan dengan sia-sia.

The first half of the new energy vehicle race tests the ability to build hit models; the second half shifts the focus to the power to define standards for core components.

While many automakers are still weighing whether to self-develop components, Geely has completed an independent layout of the full three-electric chain, from batteries to electric drives and from hybrid to pure electric.

Shortly before this, Geely Galaxy held a "Star Drive Era" launch event to officially release the Thunder 16-in-1 Intelligent Electric Drive. On the same day, Star Drive Tech, carrying this electric drive product, made its first public appearance. This enterprise, expected to break 20 billion yuan in revenue this year, is the key move by Geely in laying out the electric drive track.

At the same time, the three "Hidden Champion" enterprises cultivated by Geely in three major areas of hybrid-electric, batteries, and electric drives — Haosi Power, Jiyao Mobility, Star Drive Tech — collectively announced, fully unfolding Geely's full-stack self-developed map for its three-electric systems.

These component companies growing within the Geely system are continuously entering the procurement lists of mainstream global automakers as independent suppliers.

Behind the 16-in-1, a dual narrative of energy efficiency and performance

In the new energy vehicle industry, the competition for electric drive integration is essentially an ultimate game about "space, weight, and efficiency".

For every additional component integrated, a set of connecting wiring harnesses is reduced, energy loss at one point is lowered, and chassis space is saved.

However, the higher the integration, the exponentially rising challenges in heat dissipation, electromagnetic interference, and reliability.

The Thunder 16-in-1 Intelligent Electric Drive released by Geely this time deeply integrated 12 core hardware items including motor, motor control, reducer, inverter, onboard charger, DC/DC converter, high-voltage distribution unit, vehicle control unit, battery management system slave control, thermal management controller, smart gateway, torque control module, and 4 software functions: smart energy management, smart charging management, smart motion control, and smart health management.

Image Source: Geely

It is reported that this system weighs only 75kg, significantly simplifies the power transmission chain, effectively reduces energy loss during transmission, and achieves a dual breakthrough in energy efficiency optimization and vehicle lightweighting from a structural level.

At the technical and craft level, this electric drive relies on Geely's mature 800V high-voltage platform architecture, paired with AI smart energy optimization technology, achieving precise distribution and efficient utilization of energy; it also breaks through energy efficiency bottlenecks further through multiple refined craft innovations such as 0.2mm low-stress ultra-thin silicon steel sheet material selection, high-precision gear honing process, and innovative inverted V gear structure, achieving the industry's highest comprehensive efficiency of 93.8% (CLTC) for mass-produced vehicles at this level, with energy consumption as low as 10 kWh/100km, turning every unit of electricity into vehicle driving kinetic energy efficiently.

In the Qinghai Lake energy consumption challenge, the Geely Galaxy TT equipped with the Thunder 16-in-1 Intelligent Electric Drive ultimately achieved an ultra-low energy consumption of 8.20 kWh/100km, successfully creating the "Lowest Energy Consumption for Driving a Mass-Produced Pure Electric Sedan around Qinghai Lake" Guinness World Record.

Beyond efficient energy saving, the Thunder 16-in-1 Intelligent Electric Drive also achieved a leap in power performance. The Geely Galaxy TT four-wheel drive comprehensive power is as high as 425kW, and 0-100 acceleration is as low as 3.8s.

It is reported that this system adopts a single-chip integration solution, integrating signal analysis, calculation processing, dynamic control, etc. of the power chassis into a high-computing-power chip, compressing the average 40ms of traditional control links to the fastest 2ms, achieving high-speed response of power commands.

Through AI deviation prediction control and adaptive PID algorithms, real-time torque deviation is reduced from 3% to 1%, making vehicle body attitude control more precise and delicate; 54-channel directional cooling technology is applied, doubling the heat dissipation efficiency compared to traditional oil channel schemes, reducing the maximum motor temperature by 15 degrees, effectively solving the problems of power decay and performance overheating under high-load conditions, creating an ultimate "human-vehicle unity" experience for users with no delay in response, no deviation in output, and no decay in continuity.

At the level of safety, reliability, and durability, the deeply integrated monolithic architecture design of the Thunder 16-in-1 Intelligent Electric Drive reduces a large number of external connection points and low-voltage wiring harness layouts, lowering the probability of failure from the source.

In the production manufacturing process, the precision of key processes reaches micrometer level, production data throughout the process is 100% traceable, ensuring the quality standardization and reliable zero difference of every electric drive and every component.

Meanwhile, this electric drive is also equipped with an industry-leading smart health management system. Through the electric drive AI lifespan prediction model, active checkups and maintenance are performed on key components, like a "online doctor" in the cloud, changing from "passive maintenance" to "active care", effectively ensuring vehicle safety and user experience for a long time.

Star Drive Tech moves to the forefront, globalization accelerates

Behind the successful mass production and launch of the Thunder 16-in-1 Intelligent Electric Drive is the deep technical accumulation and global industrial system strength of Geely's core ecosystem partner — Star Drive Tech.

As Geely's ace card for electric drive technology, Star Drive Tech has been redefining the boundaries of electric drive technology:

In 2021, the industry's first self-developed 400V silicon carbide electric drive was pioneered, equipped on Zeekr 001, and remains a classic benchmark for balancing electric drive efficiency and performance to this day; in 2024, the industry's first ultra-high integration 11-in-1 intelligent electric drive was launched, becoming the lightest weight, smallest volume, and highest comprehensive efficiency electric drive product at that time; in 2025, the world's first 900V high-performance magnesium alloy coaxial dual electric drive was released, creating the record for the highest power density and highest torque density of mass-produced magnesium alloy dual electric drive assemblies in the industry.

Star Drive Tech defining a new benchmark for global electric drive technology is not just a slogan, but a systemic capability based on a full-stack technical moat where "mass production + pre-research" advance on two tracks.

At the mass production level, the 900V high-voltage magnesium-aluminum alloy electric drive assembly, full-series silicon carbide motor control, and X-pin platform motors have been scaled up for installation, proving reliability and advancement in mass market validation; at the pre-research level, next-generation technologies such as amorphous alloy motors, three-level motor controllers, and embedded motor controllers have been reserved, leaving enough "technical margin" for subsequent product iterations.

Currently, Star Drive Tech has outlined a growth curve that is steep and almost unbelievable:

2022 revenue was 40 million, leaped to 600 million in 2023, broke through 1.7 billion in 2024, and reached 14.8 billion in 2025. From 1.7 billion to breaking 10 billion, it only took 1 year, nearly 6 times annual growth, which is rare in the automotive parts industry.

Image Source: Geely

Star Drive Tech CEO Lin Xiaoze stated that in the first half of this year, the installation volume of motors and motor controls of Star Drive Tech has firmly ranked in the industry top 3, with technical strength located in the global first echelon. According to him, based on predictions, in 2026, Star Drive Tech revenue will exceed 20 billion yuan.

Lin Xiaoze stated that Star Drive Tech showed its "ambition" from the beginning: if doing, must do global electric drive technology!

Speaking with hardcore technology, facing the world with a global layout, Star Drive Tech is turning ambition into reality. Starting from Geely's full series of brands, Star Drive Tech quickly opened up the situation and has become an electric drive partner commonly selected and recognized by global leading automakers.

Currently, Star Drive has smoothly entered the supply chain systems of many global known vehicle factories such as Volvo, Polestar, Renault, Jaguar Land Rover, etc., and multiple in-depth cooperation projects are steadily advancing. It is understood that Star Drive Tech has signed 30 billion in overseas orders, and the export in 2026 is expected to increase by 100%.

Behind the orders is a global layout map that is becoming increasingly perfect. Currently, Star Drive Tech has established R&D and after-sales service centers in Gothenburg, Sweden and many places globally, with Central European teams relaying cooperation, possessing the ability to respond timely to serve global customers 24 hours a day.

Overall, Star Drive Tech has built a global R&D and manufacturing network covering five major cities in China: Wuxi, Shanghai, Hangzhou, Ningbo, Jiaxing, Quzhou, linked with Gothenburg, Sweden, possessing full-chain independent R&D and manufacturing capabilities from key components to assembly system levels.

Worth mentioning is that the globalization of Star Drive Tech is also accelerating. According to public reports, Star Drive Tech's first overseas factory in Malaysia will be put into production in 2026, becoming a bridgehead radiating the Southeast Asian market.

When the core competition of new energy vehicles moves from "vehicle integration" to "core component definition power", Star Drive Tech has the potential to become the "CATL" of the electric drive world.

New Energy Race Second Half, Fighting for "Supply Chain Sovereignty"

At the "Star Drive Era" launch event, Geely Automobile Group Vice President and Geely Automobile Research Institute Dean Li Chuanhai disclosed for the first time the three "Hidden Champion" enterprises cultivated by Geely in three major areas of hybrid-electric, batteries, and electric drives — Haosi Power, Jiyao Mobility, Star Drive Tech.

These three enterprises constitute the true "technical base" of Geely's new energy strategy, and also make Geely the only domestic automaker with global-level independent suppliers in three core tracks simultaneously.

Image Source: Geely

Haosi Power was merged and established by Geely's Aurora Bay Technology and Renault's Horse Tech. Geely and Renault each hold 45% shares, Saudi Aramco holds 10%.

Haosi Power has matched 25 global vehicle enterprises, covering brands such as Geely, Renault, Volvo, Mercedes-Benz, Nissan, Mitsubishi, and is the only global hybrid solution provider in the industry that supplies multiple brands in Europe, America, China, and Korea simultaneously.

Haosi Power's products cover engines, transmissions, hybrid power platforms, and extend to range extender, alcohol-hydrogen alternative fuel and other diverse routes. Zeekr 9X is known as the "Strongest Hybrid SUV on Earth", equipped with the Hanhai Super Hybrid System with power breaking the megawatt level, which was made by Haosi Power.

Jiyao Mobility was established by Geely integrating its battery business, and unified Gold Brick Battery, Shendun Short Blade Battery into the Shendun Gold Brick Battery brand. Currently, Jiyao Mobility has built ten major intelligent manufacturing bases and three research institutes in cities such as Quzhou, Zhejiang, Jianhu, Jiangsu, Ganzhou, Jiangxi, Ningguo, Anhui. As of the second quarter of 2026, the cumulative shipment of cells has reached 75 million units. With the production of existing capacity, the total capacity will reach 150GWh, making it the company with the largest short blade battery capacity globally.

As mentioned above, Star Drive Tech, with its amazing growth curve and technical iteration speed, firmly stays in the domestic electric drive first echelon.

The three enterprises perform their respective duties, allowing Geely to form an independent closed loop of full-link from energy to drive, from hybrid to pure electric.

Then, why does Geely spend such great effort to cultivate three "Hidden Champions" within the system?

The answer is hidden in two macro trends:

First, Supply Chain Security. The crisis of "chip shortage and expensive electricity" previously made all Chinese automakers realize that core three-electric technology cannot rely on external suppliers. Self-research and self-production is not a question of "whether to", but a question of "whether to survive".

Second, Technical Standard Output. When Chinese new energy vehicle exports increased by 585% year-on-year in the first half of 2026, exporting complete vehicles is just a phenomenon, the real profit highland lies in the power to define standards for core components.

According to the sales data disclosed by Geely Holding Group on July 15 for the first half of 2026, the group's total sales reached 1,934,842 vehicles, creating a new high for the same period. Among them, New Energy vehicle sales were 1,100,893 vehicles, an increase of 10% compared to the same period last year, and the new energy penetration rate increased to 56.9%.

Listed company Geely Automobile cumulative sales in the first half were 1,422,958 vehicles, new energy vehicle sales 799,454 vehicles, with a penetration rate of 56%.

During the same period, Geely Automobile's overseas export volume reached 474,228 vehicles, a year-on-year increase of 158%, this number has already exceeded the total export volume of the whole year of 2025. Among the total export volume, new energy vehicles accounted for 58%, export volume was 277,189 vehicles, a significant year-on-year increase of 585%.

When a car company's new energy penetration rate exceeds 56% and overseas exports double in growth, what supports all this is certainly not just product design or brand marketing, but the full-chain independent and controllable system behind it from batteries to electric drives, from hybrids to pure electric, from R&D to manufacturing.

Nowadays, the competition of China's automotive industry has upgraded from the contest of complete vehicle parameters to the fight for core supply chain sovereignty. As Li Chuanhai said at the launch event: "Hidden champions are the solid base for the stable development of China's industrial chain and also the greatest confidence for China's automobiles to participate in global competition head-on."

Pertandingan kenderaan elektrik baharu bahagian pertama, dibandingkan dengan kemampuan pembuatan model jualan panas; bahagian kedua, tumpuan persaingan beralih ke hak definisi piawaian komponen teras.

Apabila banyak pengeluar kenderaan masih meratung sama ada untuk membuat penyelidikan sendiri bagi komponen atau tidak, Geely telah menyelesaikan susunan sendiri mandiri merentasi rantaian penuh tiga sistem elektrik dari bateri ke penggerak elektrik, hibrid hingga elektrik murni.

Tidak lama dahulu, Geely Galaxy menganjurkan majlis pelancaran "Era StarDrive", secara rasmi memperkenalkan penggerak elektrik pintar Thunder 16 Dalam 1 kepada dunia. Pada hari yang sama, teknologi StarDrive yang menampung produk penggerak elektrik ini tampil secara terbuka buat kali pertama, syarikat yang dijangkakan突破 hasil jualan melebihi 200 bilion yuan pada tahun ini, merupakan langkah kunci Geely dalam menyusun landasan penggerak elektrik.

Pada masa yang sama, tiga syarikat "Juara Tersembunyi" yang dibina oleh Geely dalam tiga bidang penggerak elektrik hibrid, bateri, dan penggerak elektrik - Tenaga Haosi, Jiyao Mobility, Teknologi StarDrive - secara rasmi mengisytiharkan, menyusun penuh peta mandiri penyelidikan penuh sistem tiga sistem elektrik Geely.

Syarikat komponen yang tumbuh dalam sistem Geely ini, sedang berstatus sebagai pembekal bebas, berterusan memasuki senarai pembelian pengeluar kenderaan utama global.

Di Sebalik 16 Dalam 1, Dua Naratif Kecekapan Tenaga dan Prestasi

Dalam industri kenderaan elektrik baharu, pertandingan integrasi kepekatan penggerak elektrik, pada dasarnya adalah permainan sempadan tentang "ruang, berat dan kecekapan".

Setiap menambah satu komponen integrasi, mengurangkan satu kelompok tali kawalan sambungan, mengurangkan satu kehilangan tenaga, menjimatkan sebahagian ruang chassis.

Tetapi, semakin tinggi tahap integrasi, cabaran penyejukan, gangguan elektromagnetik, dan kebolehpercayaan juga meningkat secara eksponen.

Penggerak elektrik pintar Thunder 16 Dalam 1 yang dilancarkan Geely kali ini, telah melaksanakan integrasi mendalam merentas domain bagi 12 komponen perkakasan teras seperti motor elektrik, kawalan elektrik, gear box, inverter, pengecas on-board, penukar DC/DC, unit pengedaran voltan tinggi, kawalan kereta penuh, kawalan sistem pengurusan bateri, pengawal pengurusan terma, gerbang pintar, modul kawalan tork, dan 4 fungsi perisian iaitu pengurusan tenaga pintar, pengurusan pengisian pintar, kawalan pergerakan pintar, dan pengurusan kesihatan pintar.

Sumber Gambar: Geely

Diketahui, sistem ini hanya berat 75kg, memampatkan laluan pemacu tenaga dengan ketara, mengurangkan kehilangan tenaga dalam proses pemindahan tenaga, dan mencapai pecahan dua arah penambahbaikan kecekapan tenaga dan pengurangan berat kenderaan dari segi struktur.

Dari segi teknologi dan proses pembuatan, penggerak elektrik ini bergantung kepada arkitektur platform voltan tinggi 800V yang matang Geely, digabungkan dengan teknologi optimum tenaga pintar AI, untuk mencapai pengagihan dan penggunaan tenaga yang tepat dan cekap; juga melalui pilihan bahan kepingan silikon besi tegang rendah 0.2mm, proses pengasahan ketepatan tinggi gear, struktur gear Inverted V yang inovatif, dan banyak inovasi proses pembuatan halus, untuk memecahkan sempadan kecekapan tenaga, mencapai kecekapan gabungan tertinggi tahap pengeluaran industri setinggi 93.8% (CLTC), penggunaan elektrik per 100km setinggi tahap 10 unit, menjadikan setiap unit tenaga ditukarkan dengan cekap kepada tenaga gerakan pemacu kenderaan.

Dalam cabaran penggunaan tenaga Sekitar Tasik Qinghai, Geely Galaxy TT yang dilengkapi penggerak elektrik pintar Thunder 16 Dalam 1 akhirnya melonjakkan penggunaan tenaga elektrik serendah 8.20 kWh/100km, berjaya menubuhkan "Rekor Dunia Guinness Penggunaan Tenaga Terendah Memandu Kenderaan Elektrik Penuh Beredar Sekitar Tasik Qinghai".

Selain kecekapan tenaga yang tinggi dan menjimatkan, penggerak elektrik pintar Thunder 16 Dalam 1 juga telah mencapai peningkatan langkah besar prestasi kuasa, dengan kuasa gabungan empat roda Geely Galaxy TT mencapai setinggi 425kW, pecutan 0-100km serendah 3.8s.

Diketahui, sistem ini menggunakan skim integrasi satu cip, yang menganalisis isyarat, pemprosesan pengiraan, kawalan dinamik laluan pemacu chassis, dan semuanya diintegrasikan ke dalam satu cip kuasa pengiraan tinggi, yang memamparkan purata 40 milisaat laluan kawalan tradisional menjadi paling pantas dalam masa 2 milisaat, untuk mencapai tindak balas arahan kuasa yang tinggi.

Melalui kawalan ramalan penyimpangan AI dan algoritma PID adaptif, penyimpangan tork masa nyata dikurangkan dari 3% kepada 1%, menjadikan kawalan postur badan kereta lebih tepat dan halus; dan menggunakan teknologi penyejukan terarah 54 laluan, kecekapan penyejukan dua kali ganda berbanding sistem penyejukan saluran minyak tradisional, boleh menurunkan suhu tertinggi motor 15 darjah, menyelesaikan secara berkesan masalah kemerosotan kuasa dan kepanasan prestasi dalam keadaan beban tinggi, menyediakan pengguna dengan pengalaman ekstrim "Kesatuan Manusia dan Kereta" tanpa lambat tindak balas, tanpa bias output, dan tanpa kemerosotan berterusan.

Dari segi kebolehpercayaan dan keawetan, reka bentuk arkitektur bersatu yang diintegrasikan mendalam dalam penggerak elektrik pintar Thunder 16 Dalam 1, mengurangkan banyak titik sambungan luar dan susunan bundel kawalan voltan rendah, mengurangkan kemungkinan berlaku kerosakan dari sumbernya.

Dalam proses pengeluaran pembuatan, ketepatan peralatan peringkat proses kritikal mencapai tahap mikrometer, 100% boleh ditelusuri data pengeluaran keseluruhan proses, menjamin standardisasi dan kebolehpercayaan sifar perbezaan kualiti setiap penggerak elektrik dan setiap komponen.

Setelah itu, penggerak elektrik ini juga dilengkapi sistem pengurusan kesihatan pintar yang memimpin industri, melalui model ramalan hayat AI penggerak elektrik, memeriksa dan menyelenggara bahagian utama secara aktif, ibarat "Doktor Online" di awan, berubah dari "pembetulan pasif" kepada "perhatian aktif", menjamin keselamatan penggunaan dan pengalaman penggunaan jangka panjang.

Teknologi StarDrive Muncul ke Hadapan, Globalisasi Dipercepatkan

Dalam latar belakang penggerak elektrik pintar Thunder 16 Dalam 1 yang berjaya dihasilkan dan dilancarkan, adalah kekuatan pengumpulan teknologi mendalam dan industri global rakan ekosistem utama Geely - Teknologi StarDrive - yang dipamerkan.

Sebagai kad teknologi penggerak elektrik Geely, Teknologi StarDrive sentiasa mendefinisikan semula batas teknologi penggerak elektrik:

Tahun 2021, pertama kali mencipta penggerak elektrik karbida silikon 400V penyelidikan sendiri, dipasang pada Zeekr 001, sehingga kini masih menjadi tanda khas klasik yang menggabungkan kecekapan penggerak elektrik dan prestasi; Tahun 2024, pelancaran perindustrian pertama penggerak elektrik pintar 11 Dalam 1 integrasi tinggi, menjadi produk penggerak elektrik dengan berat paling ringan, saiz paling kecil, dan kecekapan gabungan tertinggi pada masa itu dalam industri; Tahun 2025, melancarkan penggerak ganda sumbuan aloi magnesium 900V prestasi tinggi pertama di dunia, menubuhkan rekod ketumpatan kuasa dan ketumpatan tork tertinggi untuk penggerak ganda aloi magnesium pengeluaran dalam industri.

Teknologi StarDrive mendefinisikan tanda baharu teknologi penggerak elektrik global, bukanlah satu slogankata-kata, tetapi keupayaan sistem yang didasarkan kepada parit pelindung teknologi lapis penuh "Pengeluaran + Penyelidikan Pra" yang berjalan dua hala.

Dari segi pengeluaran, penggerak ganda aloi magnesium aluminium voltan tinggi 900V, kawalan elektrik silikon karbida keseluruhan siri, motor platform X-pin telah dipasang secara berskala besar, membuktikan kebolehpercayaan dan kemodenan dalam pengesahan pasaran dalam kuantiti besar; Dari segi penyelidikan pra, motor aloi amorf, pengawal motor tiga tahap, pengawal motor terbenam dan teknologi generasi seterusnya telah siap disimpan, menyediakan "margin teknologi" yang mencukupi untuk pengulangan produk selanjutnya.

Saat ini, Teknologi StarDrive telah merangka lengkungan pertumbuhan yang curam hampir tidak dipercayai:

Tahun 2022 hasil jualan 40 juta yuan, tahun 2023 melonjak ke 600 juta yuan, tahun 2024 menembus 1.7 bilion yuan, tahun 2025 terus ke 14.8 bilion yuan. Dari 1.7 bilion yuan ke menembus 10 bilion yuan, hanya mengambil masa 1 tahun, peningkatan tahunan hampir 6 kali, dalam industri komponen kenderaan adalah jarang sekali.

Sumber Gambar: Geely

CEO Teknologi StarDrive Lin Xiaozhe menyatakan, pada paruh pertama tahun ini, jumlah pemasangan motor dan kawalan elektrik Teknologi StarDrive tetap berada di Top 3 industri, kekuatan teknologi berada di barisan pertama global. Menurut dia, berdasarkan ramalan, tahun 2026, hasil jualan Teknologi StarDrive akan melebihi 200 bilion yuan.

Lin Xiaozhe menyatakan, Teknologi StarDrive sejak ditubuhkan telah menunjukkan "hasrat": Mahu buat, buat teknologi penggerak elektrik global!

Berbicara dengan teknologi terdedah, berdepan dengan dunia dengan pelan global, Teknologi StarDrive sedang mengubah hasrat menjadi realiti. Bermula dengan keseluruhan siri jenama Geely, Teknologi StarDrive dengan cepat membuka situasi, telah menjadi rakan kongsi penggerak elektrik yang dipilih dan diakui oleh pengeluar kenderaan utama global.

Saat ini, StarDrive telah berjaya memasuki sistem rantaian bekalan banyak pakej kenderaan penuh terkenal global seperti Volvo, Polestar, Renault, Jaguar Land Rover, banyak projek kerjasama mendalam sedang dijalankan dengan stabil. Menurut maklumat, Teknologi StarDrive telah menandatangani tempahan luar negara bernilai 300 bilion yuan, eksport tahun 2026 dijangkakan peningkatan 100%.

Dalam tempahan, ada peta pelan global yang semakin lengkap. Saat ini, Teknologi StarDrive telah ditubuhkan pusat penyelidikan dan pusat servis selepas jualan di Gothenburg, Sweden dan banyak tempat di seluruh dunia, pasukan Eropah-Tiongkok bekerjasama bersambung, mempunyai keupayaan tindak balas segera servis pelanggan global 24 jam.

Secara keseluruhan, Teknologi StarDrive telah membina rangkaian pembuatan penyelidikan global yang merangkumi Wuxi, Shanghai, Hangzhou, Ningbo, Jiaxing, Quzhou lima bandar di China, bersebelahan dengan Gothenburg, Sweden, mempunyai kemampuan penyelidikan pembuatan mandiri rantaian industri penuh dari komponen kritikal ke sistem pakej.

Perhatian perlu diberikan, globalisasi Teknologi StarDrive juga sedang dipercepat. Menurut laporan terbuka, loji luar negara pertama Teknologi StarDrive yang terletak di Malaysia akan memulakan pengeluaran pada tahun 2026, menjadi pos pemimpin yang menjangkau pasaran Asia Tenggara.

Apabila persaingan teras kenderaan elektrik baharu beralih dari "integrasi kenderaan penuh" ke "hak definisi komponen teras", Teknologi StarDrive sepenuhnya mempunyai potensi untuk menjadi "CATL" dalam industri penggerak elektrik.

Babak Kedua Persaingan Baharu, Berebut "Kesulasaan Rantaian Bekalan"

Dalam majlis pelancaran "Era StarDrive", Timbalan Presiden Geely Auto Group, Ketua Institut Penyelidikan Geely Auto Li Chuanhai untuk kali pertama mendedahkan secara sistemik tiga syarikat "Juara Tersembunyi" yang dibina oleh Geely dalam tiga bidang penggerak elektrik hibrid, bateri, dan penggerak elektrik - Tenaga Haosi, Jiyao Mobility, Teknologi StarDrive.

Tiga syarikat ini membentuk tapak teknologi sebenar strategi kenderaan elektrik Geely, dan menjadikan Geely sebagai pengeluar kenderaan tunggal di dalam negara yang mempunyai pembekal mandiri peringkat global pada tiga turai teras.

Sumber Gambar: Geely

Tenaga Haosi diasaskan melalui penggabungan Teknologi Aurora Bay di bawah Geely dan Teknologi Horse di bawah Renault, Geely dan Renault setiap satu memegang saham 45%, Saudi Aramco memegang saham 10%.

Tenaga Haosi telah dipasang untuk 25 syarikat kenderaan penuh global, meliputi jenama Geely, Renault, Volvo, Mercedes-Benz, Nissan, Mitsubishi, adalah penyedia skim global hibrid tunggal di industri yang membekalkan jenama Eropah, Amerika, China, Korea serentak.

Produk Tenaga Haosi merangkumi enjin, gearbox, platform hibrid, dan dilanjutkan ke arah pembesaran, bahan api ganti hidrogen alkohol dan pelbagai laluan. Zeekr 9X disebut sebagai "SUV Hybrid Paling Kuat di Bumi", sistem hibrid elektrik mahagigah yang dipasang, yang kuasa mencapai tahap megawatt, adalah hasil tangan Tenaga Haosi.

Jiyao Mobility diasaskan oleh Geely menggabungkan perniagaan bateri bawahnya, dan menyatukan Bateri Batu Bata Emas, Bateri Short Blade Shen Dun menjadi jenama Bateri Shen Dun Batu Bata Emas. Saat ini, Jiyao Mobility telah membina sepuluh pangkalan pembuatan pintar dan tiga institut penyelidikan di bandar Qin Zhou, Zhejiang, Jianhu, Jiangsu, Ganzhou, Jiangxi, Ningguo, Anhui. Sehingga suku kedua tahun 2026, jumlah pengeluaran sel bateri telah mencapai 75 juta unit. Dengan memulakan pengeluaran kapasiti yang sedang dibina, kapasiti total akan mencapai 150GWh, menjadi syarikat kapasiti bateri short blade terbesar di dunia.

Seperti yang dinyatakan sebelum ini, Teknologi StarDrive dengan lengkungan pertumbuhan yang mengejutkan dan kelajuan pengulangan teknologi, tetap berada di barisan pertama penggerak elektrik dalam negara.

Tiga syarikat ini masing-masing menjalankan tugasnya, menjadikan Geely membentuk rantaian mandiri tertutup lengkap dari tenaga ke pemacu, dari hibrid ke elektrik murni.

Maka, mengapa Geely perlu menghabiskan tenaga sedemikian besar untuk membina tiga syarikat "Juara Tersembunyi" dalam sistemnya?

Jawapan tersembunyi dalam dua trend makro:

Pertama, keselamatan rantaian bekalan. Krisis "kekurangan cip mahalan elektrik" sebelum ini membuatkan semua pengeluar kenderaan China sedar, teknologi tiga sistem elektrik teras tidak boleh bergantung pada pembekal luar. Penyelidikan dan pengeluaran sendiri bukan masalah "sama ada" tetapi masalah "boleh ke hidupkan".

Kedua, output piawaian teknologi. Apabila kuantiti eksport kenderaan elektrik baharu China pada paruh pertama tahun 2026 meningkat berbanding tahun sebelumnya 585%, kenderaan penuh keluar negara hanyalah permukaan, tapak keuntungan sebenar terletak pada hak definisi piawaian komponen teras.

Berdasarkan data jualan paruh pertama tahun 2026 yang disiar oleh Geely Holdings Group pada 15 Julai, jumlah jualan keseluruhan kumpulan mencapai 1,934,842 unit, menubuhkan rekod tertinggi sepanjang masa pada masa yang sama. Daripada kenderaan elektrik baharu model jualan sebanyak 1,100,893 unit, meningkat 10% berbanding tahun lalu, kadar penetrasi elektrik baharu meningkat kepada 56.9%.

Kuantiti jualan kumulasi syarikat awam Geely Auto pada paruh pertama tahun ialah 1,422,958 unit, model kenderaan elektrik baharu jualan 799,454 unit, kadar penetrasi 56%.

Pada masa yang sama, jumlah eksport luar Geely Auto mencapai 474,228 unit, peningkatan berbanding tahun sebelumnya 158%, angka ini telah melebihi jumlah eksport keseluruhan tahun 2025. Dalam jumlah eksport keseluruhan, model kenderaan elektrik baharu mewakili 58%, jumlah eksport 277,189 unit, meningkat besar 585% berbanding tahun lalu.

Apabila kadar penetrasi elektrik baharu satu syarikat kenderaan melebihi 56%, eksport luar mengganda, sokongan segala-galanya ini bukanlah hanya reka bentuk produk atau pemasaran jenama, tetapi sistem rantaian penuh mandiri terkawal dari bateri ke penggerak elektrik, dari hibrid ke elektrik murni, dari penyelidikan ke pembuatan yang ada di sebalik.

Sekarang, persaingan industri automotif China, telah bertukar dari persaingan parameter kenderaan penuh, kepada perebutan kesulasaan rantaian bekalan teras. Seperti yang dikatakan Li Chuanhai dalam majlis pelancaran: "Juara Tersembunyi adalah tapak kuat pembangunan stabil rantaian industri China, juga kepercayaan utama China untuk bersaing global secara langsung.".

July 16, 2026, Geely Automobile officially launched the world's first Thunder 16-in-1 intelligent eDrive, relying on its Star Drive Technology full-stack self-developed technology foundation, achieving generational innovation in three dimensions: energy consumption, performance, and reliability. This new eDrive system was first equipped with Geely Galaxy TT, winning two Guinness World Records, proving the hardcore strength of domestic eDrive in balancing energy saving and performance with actual test data, officially kicking off the "Star Drive Era" of the global eDrive industry.

Extreme Integration Reshapes Efficiency Ceiling, 8.20 kWh/100km Refreshes Ring-Lake Energy Consumption Record

Currently, the new energy industry普遍 suffers from insufficient integration and high energy loss pain points. The Thunder 16-in-1 intelligent eDrive achieves new levels of industry integration through deep fusion of 12 hardware modules plus 4 sets of intelligent control algorithms. The entire assembly adopts a lightweight magnesium alloy integrated structure, with a total weight of only 75 kg, reducing weight by over 15% compared to mainstream products on the market; redundant components such as casings, wiring harnesses, and connectors were simplified by over 180, reducing the vehicle body vertical height to 325 mm, while simultaneously releasing 28 L of practical storage space in the trunk, maximizing both lightweighting and space utilization.

The entire system is built on an 800V high-voltage platform, comprehensively optimizing energy consumption from three dimensions: conduction, electromagnetic, and mechanical losses. The high-voltage architecture significantly reduces line current, paired with a shortened 30% high-voltage wiring harness, directly cutting conduction losses by 80%; silicon carbide power devices, 0.2mm ultra-thin low-loss silicon steel sheets, Umini-Pin short扁线 windings, and high-precision honed inverted-V gear combinations work together to reduce switching, core, copper losses, and mechanical friction losses respectively; supplemented by Geely Star Rui AI Cloud Power Large Model, equipped with multiple sets of intelligent energy algorithms, dynamically matching optimal working intervals for different road conditions such as harsh winters, high-speed, and urban congestion.

Under the superposition of multiple technologies, the Thunder 16-in-1 eDrive CLTC comprehensive efficiency reaches 93.8%, the highest level for current mass-produced 800V eDrives. For every 1% increase in efficiency, vehicle electricity consumption can decrease by 1.5%. In actual testing on all roads around Qinghai Lake, the Galaxy TT equipped with this eDrive delivered an ultra-low electricity consumption of 8.20 kWh/100km, successfully certified the "Mass-Produced Pure Electric Sedan Lowest Energy Consumption Around Qinghai Lake" Guinness Record, breaking the global energy efficiency upper limit of pure electric models.

All-Domain Performance No Degradation, 46 km Continuous Drift Establishes Performance Benchmark

Breaking the inherent bias that "energy saving must sacrifice power", the Thunder 16-in-1 four-wheel-drive version dual-motor combined power output reaches 425 kW, 0-100 km/h acceleration in only 3.8 seconds, balancing daily commuting economy with the explosive power of intense driving.

Performance core advantages come from a fully self-developed one-chip integrated control architecture, compressing the traditional multi-chip 40 ms signal transmission link to 2 ms ultra-fast response, throttle instructions immediately follow the press; equipped with AI adaptive torque correction algorithm, converging power output deviation from 3% to 1%, coupled with motion posture prediction model, dynamically allocating front and rear axle torque in milliseconds, body slip control is precise and delicate.

Aiming at the extreme working condition high temperature degradation problem, the industry first 54-channel directional centrifugal oil cooling system, wrapping the motor windings 360 degrees, doubling the cooling contact area, reducing motor peak working temperature directly by 15℃, insulation life simultaneously increases by 10%, long-time high-speed rotation, full-torque output will not trigger power limit protection.

Relying on this stable and controllable power system, Galaxy TT completed super 46 km continuous two-car drift on wet roads at Dongying Intelligent Networked Testing Ground, surpassing the Porsche record held in 2020, winning the Guinness Certification for the Longest Continuous Drift for Electric Vehicles. Pure electric drift has strict requirements for instantaneous torque explosion, posture control, and continuous heat dissipation. The performance of no power degradation and no body loss of control throughout the process fully confirms the stability of this eDrive under extreme working conditions.

Full-Link Strict Trials, 5 Million km Durability Builds Safe and Reliable Bottom Line

High integration architecture reduces failure-prone points such as lines and joints from the source, paired with micron-level precision manufacturing technology, the Thunder 16-in-1 eDrive inherently possesses higher reliability. Production end full-line automation rate can reach up to 95%, MES, QMS digital systems connect the full process, every part, every assembly can be traced, eliminating quality control differences.

In the vehicle usage phase, the eDrive carries AI smart health management system, equivalent to a dedicated power online doctor, real-time monitoring of core parameters such as bearings, power modules, lubricating oil, motor temperature, relying on digital twin models to predict potential failures, realizing active warning, maintenance in advance, saying goodbye to the traditional passive mode of vehicle failure repair.

To adapt to global diverse usage environments, Star Drive Technology built a verification system covering 15 major fields, over 9,000 test items. Products underwent extreme tests including -60℃ to 140℃ ultra-large temperature difference cycle, high temperature and high humidity 300,000 km equivalent aging, 60 times gravity acceleration vibration, 1,512 hours salt fog corrosion, 24 hours 900mm deep water immersion, etc., whole vehicle road durability cumulative completed 5 million km actual test, successfully obtained CATARC "High Quality eDrive" official certification.

Star Drive Technology builds the industry foundation, Geely's three-electric hidden champion cluster forms global competitiveness

The launch of the Thunder 16-in-1 eDrive relies on the full industry chain support of Star Drive Technology, Geely's "hidden champion" in the eDrive field. Star Drive integrates multiple eDrive R&D and manufacturing sub-brands, building a global network covering five domestic intelligent manufacturing bases, Swedish Gothenburg overseas R&D center, Malaysian overseas factory, holding over a thousand patents, among which invention patents account for over 60%, owning the world's first 30,000rpm high-power motor test bench, laboratory passed CNAS authoritative certification, can independently complete all eDrive full items test.

On the production capacity level, Star Drive Technology eDrive total annual production capacity 3 million units, first half of 2026 motor electronic control installation volume ranks in the top three of the industry, products not only match Geely Galaxy, Zeekr, Lynk & Co, Volvo and other self-owned brands, also bulk supply Jaguar Land Rover, Renault, Lotus and other overseas car companies, signed long-term supply orders with leading car companies in many European countries, continuously outputting Chinese power technology to the global market.

Looking at Geely's complete new energy layout, in the hybrid field Haosi Power, in the battery field JiYao Power, in the eDrive field Star Drive Technology, the three hidden champions form a complete three-electric closed loop: Haosi Power owns world-top hybrid thermal efficiency technology, matching 25 whole-vehicle enterprises globally; JiYao Power layouts ten battery factories, planning total capacity 150 GWh, Divine Shield Gold Brick Battery achieves 12C ultra-high rate fast charging; Star Drive Technology launched from 400V to 900V full voltage platform eDrive products, Thunder 16-in-1 is the work of current technology collection of excellence.

From low energy consumption hybrid system, safe fast charging battery, to the ultra-high integration intelligent eDrive released this time, Geely completed three-electric core technology full-stack autonomous controllable, completely got rid of overseas parts technology dependence. The eDrive industry standards and underlying technology logic previously dominated by European and American enterprises are being rewritten by Chinese brands.

Conclusion: Leading China's New Energy to Go Global with Technology Autonomy

The launch of Thunder 16-in-1 intelligent eDrive is not just the iteration of a single power product, but the concentrated release of Geely's full industry chain self-research system strength. Relying on Star Drive Technology's global R&D, intelligent manufacturing, verification system, Geely achieved breakthroughs from materials, processes, hardware to intelligent algorithms in an all-round way, proving with two world-class records that domestic eDrive has already stood in the world technology first echelon.

In the future, Geely will continue to deepen the R&D of three-electric core technologies, relying on the industry advantages of the three hidden champion enterprises, continuously outputting high-performance, high-reliability, high-energy-saving new energy power solutions to the global market, promoting the domestic automotive industry from scale expansion to high-quality technology leadership, continuously consolidating the core discourse power of Chinese automotive brands in the global electrification reform wave.

Pada 16 Julai 2026, Geely Automobile rasmi melancarkan drivetrain elektrik pintar 16-in-1 Thunder global pertama, bersandar pada asas teknologi pembangunan sendiri penuh siri bawah Geely XingQu Technology, merealisasikan inovasi generasi dalam tiga dimensi kecekapan tenaga, prestasi, dan kebolehpercayaan. Sistem drivetrain elektrik sepenuhnya baharu ini dilengkapi terdahulu dengan Geely Galaxy TT, meraih dua Rekod Dunia Guinness sekaligus, membuktikan kekuatan teras drivetrain elektrik buatan tempatan yang menyeimbangkan penjimatan tenaga dan prestasi menggunakan data ujian, secara rasmi membuka "Era XingQu" industri drivetrain elektrik global.

Pengintegrasian Ekstrem Semula Batas Maksimum Kecekapan Tenaga, 8.20kWh/100km Pecah Rekod Kecekapan Tenaga Mengitar Tasik

Industri tenaga baharu kini mempunyai kelemahan umum seperti integrasi tidak mencukupi dan kehilangan tenaga yang tinggi, drivetrain elektrik pintar 16-in-1 Thunder mencapai ketinggian integrasi baharu industri dengan integrasi mendalam 12 modul perkakasan +4 set algoritma kawalan pintar. Keseluruhan assembly menggunakan struktur integrasi magneium ringan, berat keseluruhan hanya 75kg, mengurangkan berat lebih 15% berbanding produk utama pasaran; bahagian komponen berlebihan seperti kes, kaitan, pemegang dikurang lebih 180 unit, tinggi menegak badan kenderaan dipadatkan ke 325mm, serentak membebaskan 28L ruang simpanan praktikal di ruang bagasi, ringan dan kegunaan ruang sama-sama dimaksimumkan.

Keseluruhan sistem dibina berdasarkan platform voltan tinggi 800V, mengoptimumkan kecekapan tenaga dari tiga dimensi kehilangan pengaliran, elektromagnet, dan mekanikal. Struktur voltan tinggi mengurangkan arus litar dengan ketara, disusun bersama kabel voltan tinggi yang dipendekkan sebanyak 30%, kehilangan pengaliran terus dikurangkan 80%; peranti kuasa silikon karbida, kepingan silikun keluli ultra-tipis kehilangan rendah 0.2mm, gegelung wayar Umini-Pin pendek, kombinasi gear V terbalik pengilangan ketepatan tinggi bekerjasama, masing-masing menurunkan kehilangan suis, teras besi, kehilangan tembaga dan kehilangan geseran mekanikal; ditambah lagi dengan model besar kuasa awan AI XingRui Geely, dilengkapi pelbagai algoritma tenaga pintar, melaraskan kawasan kerja optimum dinamik mengikut keadaan jalan raya berbeza seperti musim sejuk, lebuh raya, kesesakan bandar.

Dalam gabungan pelbagai teknologi, kecekapan gabungan drivetrain elektrik Thunder 16-in-1 CLTC mencapai 93.8%, tahap tertinggi drivetrain 800V pengeluaran semasa, setiap peningkatan 1% kecekapan, penggunaan tenaga kenderaan keseluruhan boleh menurun 1.5%. Dalam ujian jalan raya penuh di sekeliling Tasik Qinghai, Galaxy TT dengan drivetrain ini memberikan penggunaan tenaga rendah 8.20kWh/100km, berjaya mengesahkan Rekod Guinness "Penggunaan Tenaga Terendah Sedan Elektrik Murni Pengeluaran Mengitar Tasik Qinghai", memecahkan had kecekapan tenaga model elektrik murni global.

Prestasi Sepadan Tiada Peluruhan, 46 km Drift Berterusan Membina Piawaian Prestasi

Memecahkan prasangka tradisi "penjimatan tenaga mesti mengorbankan kuasa", versi empat roda drivetrain Thunder 16-in-1 output kuasa gabungan dwimotor depan dan belakang mencapai 425kW, pecutan sifar ke seratus hanya 3.8 saat, menyeimbangkan ekonomi pemulangan harian dan letupan memandu intensif.

Kelebihan teras prestasi datang daripada satu arkitektur kawalan integrasi satu cip pembangunan sendiri penuh, memampatkan laluan penghantaran isyarat cip tradisional 40 milisaat kepada 2 milisaat tindak balas laju, arahan gas mengikut injakan; dilengkapi algoritma pembetulan tork adaptif AI, mengurangkan sisihan output kuasa dari 3% kepada 1%, disusun bersama model ramalan sikap sukan, membahagikan tork paksi depan dan belakang secara dinamik peringkat milisaat, kawalan gelincir badan kenderaan tepat dan halus.

Menangani masalah peluruhan suhu tinggi keadaan ekstrem, sistem pendinginan minyak arah 54 laluan terulung industri, membalut gegelung motor 360 darjah, kawasan sentuh penyejukan berganda, suhu kerja puncak motor menurun terus 15℃, hayat isolasi sama-sama meningkat 10%, output tork penuh putaran tinggi lama waktu tidak akan mencetus perlindungan had kuasa.

Bersandar pada sistem kuasa stabil terkawal ini, Galaxy TT di gelanggang uji sambungan pintar Dongying menyelesaikan drift dua kenderaan berterusan pada jalan basah lebih 46 km, sekali lagi mengatasi rekod 2020 yang dipegang Porsche, meraih pengesahan Guinness drift电动汽车 terpanjang. Drift elektrik murni memerlukan keperluan ketat pada letupan tork serta, kawalan sikap, penyepuran terusan, sepanjang perjalanan tiada peluruhan kuasa, tiada ekspresi kehilangan kawalan badan, cukup mengesahkan kestabilan sistem elektrik ini di bawah keadaan ekstrem.

Ujian Keras Rantaian Penuh, 5 Juta KM Keutuhan Membina Garis Dasar Selamat dan Aman

Arkitektur integrasi tinggi mengurangkan titik kecacatan mudah seperti litar, sambungan dari sumber, disusun bersama proses pembuatan teliti tahap mikron, drivetrain elektrik Thunder 16-in-1 secara semula jadi mempunyai kebolehpercayaan lebih tinggi. Di hulu pengeluaran kadar automatik semua talian pengeluaran boleh mencapai 95%, sistem digital MES, QMS membuka semua proses, setiap bahagian, setiap assembly boleh ditelusuri, menghalang perbezaan kawalan kualiti.

Fasa penggunaan kenderaan, drivetrain dilengkapi sistem pengurusan kesihatan pintar AI, setara dengan doktor dalam talian kuasa khusus, memantau secara masa nyata parameter teras seperti bearing, modul kuasa, pelincir, suhu motor, bergantung pada model kembar digital meramal kecacatan potensial, merealisasikan amaran proaktif, pemeliharaan awal, berpisah dengan mod pasif pembaikan kenderaan tradisional selepas kecacatan.

Untuk sesuai dengan pelbagai persekitaran penggunaan global, XingQu Technology membina sistem pengesahan meliputi 15 bidang besar, lebih 9000 ujian, produk mengalami kitaran perbezaan suhu besar -60℃ hingga 140℃, penuaan setara 300,000 km lembap tinggi suhu tinggi, getaran pecutan graviti 60 kali, reputan kabus garam 1512 jam, rendaman air mendalam 900mm 24 jam dan ujian ekstrem lain, keutuhan jalan kenderaan keseluruhan selesai ujian terkumpul 5 juta km, berjaya memperoleh pengesahan rasmi "Drivetrain Elektrik Berkualiti Tinggi" Pusat Automotif China.

XingQu Technology membina asas industri, kluster juara tersirat tiga kuasa Geely membentuk daya saing global

Keberhasilan drivetrain elektrik Thunder 16-in-1, tiada penyanggan rantaian industri penuh XingQu Technology "Juara Tersirat" di bawah Geely di bidang drivetrain. XingQu mengintegrasikan sub-merek R&D pembuatan multielektrik, membina rangkaian全球 meliputi lima tapak pembuatan pintar domestik, pusat R&D luar negara Gothenburg Sweden, kilang luar negara Malaysia, memegang lebih 1000 paten, di mana paten invensi lebih enam puluh peratus, mempunyai rak uji motor kuasa besar 30000rpm pertama global, makmal mendapat pengesahan berwibawa CNAS, boleh menyelesaikan semua ujian drivetrain elektrik sepenuhnya sendiri.

Dari segi kapasiti pengeluaran, kapasiti pengeluaran tahunan assembly drivetrain XingQu Technology 3 juta unit, pertama separuh 2026 pemasangan kuantiti motor elektrik kawalan elektrik masuk tiga teratas industri, produk bukan sahaja dilengkapi Geely Galaxy, Zeekr, Lynk & Co, Volvo dan lain-lain merek sendiri, juga bekalan pukal pengeluar kereta luar negara Jaguar Land Rover, Renault, Lotus, dengan banyak syarikat automotif Eropah utama menandatangani pesanan bekalan jangka panjang, berterusan mengeluarkan teknologi kuasa China ke global.

Melihat corak lengkap tenaga baharu Geely, bidang hibrid Haosi Power, bidang bateri JiYao TongXing, bidang drivetrain XingQu Technology tiga juara tersirat membentuk rantaian tertutup tiga kuasa lengkap: Haosi Power mempunyai teknologi kecekapan haba hibrid teratas global, dilengkapi 25 syarikat kenderaan keseluruhan global; JiYao TongXing mengatur sepuluh kilang bateri, merancang kapasiti pengeluaran 150GWh, bateri Emas Perisai ShenDun mencapai cas pantas 12C kadar ganda tinggi; XingQu Technology mengeluarkan produk drivetrain platform voltan penuh dari 400V hingga 900V, Thunder 16-in-1 adalah karya gabungan teknologi semasa.

Dari sistem hibrid kecekapan tenaga rendah, bateri cas pantas selamat, hingga drivetrain pintar integrasi tinggi tinggi dikeluarkan kali ini, Geely menyelesaikan tiga kuasa teknologi teras semua siri sendiri terkawal, menghapuskan ketergantungan teknologi komponen luar negara sepenuhnya. Piawaian industri drivetrain yang didominasi syarikat Eropah dan Amerika dahulu, logik teknologi lapisan asas, sedang ditulis semula oleh syarikat China.

Penutup: Kepimpinan Teknologi Sendiri Bawa Tenaga Baharu China ke Global

Pengeluaran drivetrain elektrik pintar Thunder 16-in-1, bukan sahaja pengulangan produk kuasa tunggal, malah pelepasan teras sistem R&D rantaian industri penuh Geely. Bersandar pada sistem R&D global, pembuatan pintar, pengesahan XingQu Technology, Geely merealisasikan lompatan semua arah dari bahan, proses, perkakasan hingga algoritma pintar, menggunakan dua rekod tahap dunia membuktikan drivetrain buatan negara telah berdiri dalam pasukan pertama teknologi global.

Masa hadapan, Geely akan berterusan memperdalam R&D teknologi teras tiga kuasa, bersandar kelebihan industri tiga syarikat juara tersirat, berterusan mengeluarkan skema kuasa tenaga baharu kecekapan tinggi, kebolehpercayaan tinggi, penjimatan tenaga tinggi ke pasaran global, mendorong industri automotif domestik daripada pengembangan skala kepada kepimpinan teknologi kualiti tinggi, berterusan memperkukuh sebutan teras syarikat automotif China dalam gelombang perubahan peng elektrik global.

Recently, Geely Holding Group announced its performance for the first half of 2026, once again becoming the focus of industry attention.

Data shows that Geely Holding Group's total sales volume in the first half of 2026 reached 1,934,842 units, setting a new historical record. Among them, new energy vehicle sales reached 1,100,893 units, a year-on-year increase of 10%, with new energy penetration rate further rising to 56.9%. In the first half, Geely Automobile Holdings Limited (0175.HK) sold 1,422,958 units, setting a new high for the same period; new energy vehicle sales (including Geely, Lynk & Co, Zeekr) were 799,454 units, a year-on-year increase of 10%, with a new energy penetration rate of 56%.

According to CPCA data, Geely Automobile's domestic terminal retail sales volume in the first half of the year was 1.021 million units, ranking first in China's passenger car domestic sales for the first half of 2026, and also the only domestic brand to exceed sales of one million units.

However, to truly understand Geely's "new historical record" this time, one cannot only look at the total volume of 1.93 million units, nor stay only at the domestic first place of 1.021 million units. What is more worth asking is: Against the backdrop of slowing industry growth, divergent user demands, and intensifying global competition, what exactly does Geely rely on to beat the market?

It can be said that Geely's performance in the first half of the year was not just a refresh of sales records, but a concentrated realization of its long-term system capabilities once again.

In Geely's first-half performance report, several "Firsts" stood out especially.

Among them, Geely China Star sales reached 581,000 units, firmly holding the first place in domestic brand fuel vehicle sales; Zeekr delivered 178,000 units, a year-on-year increase of 97%, with delivery growth rate ranking first in the luxury new energy market. At the same time, Geely Xingyuan monthly sales broke through 50,000 units, cumulative sales exceeded 750,000 units since listing, continuously reigning as the sales champion across all brands and categories, becoming a genuine national hit.

These "Firsts" seem to come from different tracks, but together reveal an important characteristic of Geely's growth: running fast, and walking steadily. Among them, China Star stabilizes the fuel vehicle base, continuing to maintain leadership in the stock market; Zeekr accelerates upward breakthrough, and Xingyuan continues to scale up in the mainstream new energy market.

Fuel and new energy, mainstream and high-end, scale and value, different sectors are not simply a zero-sum game, but gradually forming a mutually supportive growth structure. This balance is precisely the most worthy part of attention in Geely's first-half performance.

Supporting this balanced growth, on one hand is a multi-brand lineup with clear positioning and wide coverage; on the other hand, it is the continuous deepening of the "One Geely" strategic integration.

Not long ago, Geely Holding Group Chairman Li Shufu publicly stated that they will orderly close, cancel, and merge relevant redundant entities of Geely Automobile Group Co., Ltd., focusing advantageous resources to strengthen the core listed platform of Geely Automobile Holdings Limited. This more precise resource allocation for different market cycles and user needs is also further improving the operating efficiency and anti-cycle ability of the entire group.

From this perspective, what Geely truly deserves attention to is not just how many "Firsts" were captured, but behind these "Firsts", a growth system balancing scale, structure, and efficiency is forming. This ability to hold the base while continuously opening up new volume is the key for Geely to traverse industry cycles and maintain long-term leadership.

Another important growth lever for Geely comes from the overseas market.

From the performance in the first half of the year, Geely's overseas business is entering an accelerated realization period. Its overseas sales reached 474,228 units, a year-on-year increase of 158%, exceeding the total export sales of 2025. More worth noting is that its overseas growth is not mainly relying on traditional fuel vehicles for volume, but simultaneously upgrading towards new energy and high-end. Its new energy product export sales in the first half were 277,000 units, a surge of 585% year-on-year, with new energy proportion reaching 58%. This means Geely's overseas business growth logic is gradually shifting to relying on new energy technology, product experience, and brand value to open up incremental space.

Among them, Geely Galaxy new energy products entered the top sales ranks in multiple overseas markets; Zeekr won championships in niche markets of countries such as Thailand, Malaysia, Mexico.

This global synergy is also reflected in the performance of other brands under Geely Holding Group. Among them, Volvo Cars sold 325,000 units in the first half, of which new energy sales were 161,000 units, a year-on-year increase of 3.8%, with new energy penetration rate 50%. Pure electric model deliveries grew for 9 consecutive months, and new energy transformation continued to breakthrough.

In addition, Polestar Cars sold 30,400 units in the first half, setting a new historical record, achieving sales breakthroughs in major markets such as the UK, Germany, and South Korea. Proton Cars sold 100,300 units in the first half, a year-on-year increase of 39.1%, creating the best sales performance since 2011. It is worth mentioning that the Proton e.MAS 7 PHEV launched in February of this year continued to sell well, leading the Malaysian plug-in hybrid niche market.

Of course, a new historical record is only an interim result. Another issue worth noting is, with Geely having already stood on a new step, what cards does it have in hand for the second half of the year?

From the currently released information, Geely's new product and technology offensive in the second half of the year remains dense. First is Geely Galaxy TT. As a mid-to-large pure electric sedan, its body length reaches 4999mm, wheelbase is 2920mm, and it will match the Qianli Haohan H7 assisted driving solution. From the product positioning perspective, Galaxy TT targets young consumers' needs for sports design, smart experience, and personality expression, and also means Geely Galaxy will further extend to the higher value pure electric sedan market.

While products break through upwards, Geely's technical base is also continuing to upgrade. On July 16, Geely Galaxy's global first "Thunder 16-in-1 Intelligent Electric Drive" is about to be launched, native adapted to 800V high voltage platform, and 16 categories of functional modules including motors, silicon carbide electronic control, whole vehicle thermal management, etc. are highly integrated. The "16-in-1" will also be systemically integrated to further optimize whole vehicle space, weight, energy consumption and cost, continuously enhancing Geely Galaxy's competitive barrier.

Additionally, the imminent arrival of Galaxy Warship 700 also means that Geely will officially enter the new track of plug-in hybrid hard-core SUVs, which combines growth potential and profit margins.

For an enterprise that has already stood at the forefront of the Chinese automobile market, "selling more" is only the first stage; how to improve efficiency while expanding scale, how to maintain business quality during new energy transformation, and how to replicate domestic competitiveness to the global market are the questions that must be answered to become a world-class automobile group. And Geely is steadily walking on this path of advanced development.

Baru-baru ini, prestasi Konglomerat Geely yang diumumkan untuk setengah tahun pertama 2026, sekali lagi menjadi tumpuan utama industri.

Data menunjukkan, jumlah jualan Konglomerat Geely untuk setengah tahun pertama 2026 mencapai 1,934,842 unit, mencatat rekod tertinggi sepanjang sejarah. Di dalamnya, jualan kenderaan tenaga baharu mencapai 1,100,893 unit, meningkat 10% berbanding tahun sebelumnya, kadar penembusan kenderaan tenaga baharu terus ditingkatkan kepada 56.9%. Pada setengah tahun pertama ini, Syarikat Pengurusan Kereta Geely Holdings (0175.HK) mencatatkan jualan 1,422,958 unit, mencapai puncak setanding; jualan kenderaan tenaga baharu (merangkumi Geely, Lynk & Co, Zeekr) sebanyak 799,454 unit, meningkat 10% berbanding tahun sebelumnya, kadar penembusan kenderaan tenaga baharu 56%.

Menurut data Persatuan Pengedaran Kereta Penumpang Cina pula, jualan runcit terminal kereta penumpang Geely di pasaran domestik selama setengah tahun pertama adalah 1.021 juta unit, memegang tangga pertama jualan kereta penumpang domestik di China untuk setengah tahun pertama 2026, dan juga merupakan jenama tempatan satu-satunya yang menembusi jualan sejuta unit.

Walaupun demikian, untuk benar-benar memahami "rekod tertinggi" kali ini oleh Geely, tidak cukup hanya melihat jumlah keseluruhan 1.93 juta unit, dan tidak cukup berhenti pada peringkat pertama domestik 1.021 juta unit. Lebih penting untuk ditanya ialah: dalam keadaan pemecutan industri perlahan, keperluan pengguna berpecah, dan persaingan global semakin sengit, berdasarkan apa asas Geely mampu mengatasi pasaran keseluruhan?

Bisa dikatakan, prestasi Geely pada setengah tahun pertama ini bukan sekadar penebusan rekod jualan, tetapi juga realisasi terancang keupayaan sistem jangka panjangnya sekali lagi.

Dalam kertas kerja Geely setengah tahun pertama ini, beberapa "pertama" sangat menonjol.

Di antaranya, jualan Geely Bintang China mencapai 581,000 unit, menempati tangga pertama jualan kereta bahan api jenama tempatan; Zeekr serahkan 178,000 unit, meningkat 97% berbanding tahun sebelumnya, kelajuan pertumbuhan serahan memegang tangga pertama pasaran kenderaan tenaga baharu mewah. Serentak itu, jualan bulanan Geely Harapan Bintang melampaui 50,000 unit, jumlah kumulatif jualan sejak dikeluarkan di pasaran melebihi 750,000 unit, terus menjulang juara jualan model semua jenama dan semua kategori, menjadi pembakar popular sejati tahap kebangsaan.

"Pertama" ini kelihatan berasal dari bidang berbeza, tetapi bersama-sama mendedahkan ciri penting pertumbuhan Geely: bukan hanya pantas, tetapi juga stabil. Di mana Bintang China Geely mengekalkan asas kereta bahan api, terus kekal terdepan dalam pasaran sedia ada; Zeekr mempercepat penerobosan ke atas, Harapan Bintang pula terus meningkatkan kuantiti dalam pasaran utama kenderaan tenaga baharu.

Bahan api dan tenaga baharu, utama dan mewah, skala dan nilai, bukan sekadar naik turun antara satu sama lain dalam pelbagai blok, tetapi secara beransur membentuk struktur pertumbuhan yang saling menyokong. Keseimbangan ini, justru bahagian paling penting untuk diperhatikan dalam prestasi Geely setengah tahun pertama ini.

Yang menyokong pertumbuhan seimbang ini, dari satu sisi adalah bentuk jenama pelbagai dengan kedudukan jelas dan liputan luas; dari satu sisi pula, adalah penggabungan strategi "Satu Geely" yang berterusan.

Baru-baru ini, Yang Di Pertua Konglomerat Geely, Li Shufu menyatakan secara terbuka bahawa dia akan menutup, menggabungkan dan mengubah suai entiti berlebihan berkaitan Syarikat Pengurusan Kereta Geely Berhad secara berperingkat, memfokuskan sumber keutamaan untuk memperkukuh platform tersenarai utama Syarikat Pengurusan Geely Holdings Berhad. Pengagihan sumber yang lebih tepat ini untuk pelbagai kitaran pasaran dan keperluan pengguna juga sedang meningkatkan kecekapan operasi dan keupayaan menahan kitaran keseluruhan grup.

Dari sudut ini, yang benar-benar penting untuk diperhatikan oleh Geely, bukan sekadar berapa banyak "pertama" yang diraih, tetapi di sebalik "pertama" ini, sedang membentuk sistem pertumbuhan yang menyelaraskan skala, struktur dan kecekapan. Keupayaan untuk mengekalkan asas, tetapi juga terus membuka jumlah baharu, itulah kunci Geely melintasi kitaran industri dan mengekalkan kepelopor jangka panjang.

Satu titik tumpuan pertumbuhan penting lain Geely datang dari pasaran luar negara.

Dari prestasi setengah tahun pertama, bisnes luar negara Geely sedang memasuki fasa realisasi dipercepatkan. Jualan luar negaranya 474,228 unit, meningkat 158% berbanding tahun sebelumnya, melebihi jumlah jualan eksport sepanjang tahun 2025. Yang lebih penting untuk diperhatikan ialah, pertumbuhan luar negarnya bukan bergantung terutamanya pada jualan kuantiti kereta bahan api tradisional, tetapi secara serentak menuju ke arah tenaga baharu dan peningkatan segmen mewah. Jualan eksport produk kenderaan tenaga baharu pada setengah tahun pertama ialah 277,000 unit, melonjak naik 585% berbanding tahun sebelumnya, peratusan kenderaan tenaga baharu mencapai 58%. Ini bermakna logik pertumbuhan bisnes luar negara Geely sedang beransur beralih kepada bergantung pada teknologi kenderaan tenaga baharu, pengalaman produk dan nilai jenama untuk membuka ruang tambahan.

Di antaranya, produk kenderaan tenaga baharu Geely Galaxy memasuki kategori teratas di pelbagai pasaran luar negara; Zeekr pula menang dalam segmen pasaran di negara seperti Thailand, Malaysia, Mexico.

Sokongan global ini, juga tercermin dalam prestasi jenama lain di bawah Konglomerat Geely. Di antaranya, Volvo sepanjang setengah tahun pertama mencatatkan jualan 325,000 unit, di mana jualan kenderaan tenaga baharu 161,000 unit, meningkat 3.8% berbanding tahun sebelumnya, kadar penembusan kenderaan tenaga baharu 50%. Serahan model elektrik tulen meningkat selama 9 bulan berturut-turut, peralihan kenderaan tenaga baharu berterusan pecah.

Selain itu, Polestar sepanjang setengah tahun pertama mencatatkan jualan 30,400 unit, mencapai rekod tertinggi sepanjang sejarah, mencatatkan lompatan jualan di pasaran utama seperti United Kingdom, Jerman, Korea Selatan. Jualan Proton sepanjang setengah tahun pertama adalah 100,300 unit, meningkat 39.1%, mencatatkan prestasi jualan terbaik sejak 2011. Yang menarik, model yang dilancarkan pada Februari tahun ini Proton e.MAS 7 PHEV terus laris, memimpin segmen pasaran hibrida Cais.

Tentu saja, rekod tertinggi hanya hasil separuh jalan. Soalan penting lain yang perlu diperhatikan, Geely yang telah berdiri di tahap baharu, adakah di tangan setengah tahun kedua ini masih ada kad apa?

Dari maklumat yang diumumkan pada masa ini, serangan produk dan teknologi baharu Geely pada setengah tahun kedua masih pekat. Pertama ialah Geely Galaxy TT. Sebagai kereta sedan elektrik sepenuhnya sederhana-besar, panjang badannya mencapai 4999mm, jarak paksi 2920mm, dan akan dilengkapkan skema pemanduan bantuan Qianli Haohan H7. Dari sudut kedudukan produk, Galaxy TT tidak hanya menyasar keperluan pengguna muda untuk reka bentuk dinamik, pengalaman pintar dan ungkapan peribadi, tetapi juga bermaksud Geely Galaxy akan menjangkau ke pasaran sedan elektrik sepenuhnya dengan nilai lebih tinggi.

Semasa produk penerobosan ke atas, asas teknologi Geely juga terus berkembang. 16 Julai, Petir 16 Dalam 1 Elektrik Pintar pertama di dunia Geely Galaxy akan dilancarkan, sesuai secara asal dengan platform voltan tinggi 800V, dan akan menggabungkan tinggi 16 modul fungsi seperti motor, kawalan elektronik silikon karbida, pengurusan haba keseluruhan kenderaan. "16 Dalam 1" juga akan dikumpulkan secara sistem, mengoptimumkan ruang, berat, penggunaan tenaga dan kos keseluruhan kenderaan, meningkatkan halangan persaingan Geely Galaxy secara berterusan.

Selain itu, kedatangan Geelong Galaksi Pejuang 700 juga bermaksud Geely akan memasuki secara rasmi sektor baharu yang mempunyai potensi pertumbuhan dan ruang keuntungan SUV Hibrida Canggih.

Bagi syarikat yang telah berdiri di peringkat teratas pasaran automotif China, "jualan lebih banyak" hanyalah peringkat pertama; bagaimana meningkatkan kecekapan semasa mengembangkan skala, bagaimana mempertahankan kualiti operasi dalam peralihan tenaga baharu, bagaimana meniru kecekapan domestik ke pasaran global, itulah soalan yang mesti dijawab untuk menjadi kumpulan automotif sejagat. Geely sedang berjalan mantap di jalan kemajuan ini.

July 16, when Geely Galaxy launched the Thunder 16-in-1 Intelligent Electric Drive, a name that had long been hidden behind the scenes — Xingqu Technology — was pushed to the forefront. It did not become famous overnight, but after years of accumulation, it holds over 1,000 patents, five intelligent manufacturing bases, and is a system-level presence with an annual capacity of 3 million electric drive assemblies. This enterprise, regarded by Geely as a "Hidden Champion" in the electric drive field, is exporting Chinese power technology to the globe at an astonishing speed. Its rise illustrates a truth: in the new energy era, the true barrier is not a single hit product, but comprehensive industrial dominance across the entire chain.

I. System is King, Ecosystem is the Foundation

The subtlety of Xingqu Technology lies in that it is not merely a manufacturing enterprise, but an industrial consortium spanning Asia and Europe, integrating R&D, manufacturing, and verification. At the R&D end, with bases in Wuxi, Hangzhou, Ningbo, and Shanghai in China, it collaborates with an overseas team in Gothenburg, Sweden, to build a 24/7 global R&D network. Among over 1,000 patents, the proportion of invention patents exceeds 60%, covering the full voltage platform from 400V to 900V. From the world's first 900V Magnesium Alloy Electric Drive to the industry's highest integrated 16-in-1, every product is a shock to the boundaries of existing technology. This "borderless R&D" layout keeps Xingqu Technology always at the forefront of technology.

The manufacturing strength is equally impressive. The automation rate of five production bases exceeds 95%, and the processing accuracy of core equipment reaches the micrometer level. MES, LES, PLM and other digital systems are fully connected, achieving 100% intelligent traceability of the production process. More critically, the production lines have multi-platform flexible co-line capabilities, allowing products of different specifications and power ranges to switch seamlessly on the same line. This means Xingqu Technology can efficiently respond to diverse needs from home commuting to high-end performance, using scale effects to suppress costs and flexible customization to meet the market. This is not a simple factory, but a precisely operating industrial machine tool.

And the verification system is the last link in technology implementation. The Xingqu Experimental Center has obtained CNAS certification, possessing the world's first 30,000rpm single motor direct drive test rig. From environmental adaptability to corrosion durability, three dimensions, over 9,000 tests are fully covered. The AI test data platform can analyze 300,000 hours of historical data in real-time, using failure prediction models to identify hazards in advance. This "R&D-Manufacturing-Verification" closed loop allows Xingqu Technology to achieve zero quality difference when delivering every electric drive. Once system advantages are formed, it is difficult for competitors to replicate.

II. Global Map, Competition & Cooperation Breakthrough

Xingqu Technology's global ambition extends beyond technology to the market. In the first half of 2026, its installed drive motors have ranked in the industry's TOP3. Product and technical services not only cover domestic brands like Geely, Zeekr, Lynk & Co, and Volvo, but also penetrate into Lotus, Jaguar Land Rover, Renault and other top international carmakers, and even signed long-term orders with top European carmakers in the UK, France, and Germany. This means Chinese electric drives are no longer a "backup plan" but an essential core component in the global supply chain. Xingqu Technology has pasted the "Made in China" label onto the engine compartments of European OEMs with its strength.

This global layout is not simple export trade, but deep participation in global competition. With R&D and after-sales service centers established in Sweden and manufacturing bases planned in Malaysia, Xingqu Technology is weaving a global service network covering Asia, Europe, and Africa. By establishing cooperative relationships with international giants such as HORSE, Schaeffler, ZF, and Magna Powertrain, it has formed an open ecosystem of co-research and shared capacity. This "competition and cooperation" posture avoids the risk of isolated operations and exports Chinese power technology into global standards. In the new energy era, whoever controls the standards controls the discourse.

More noteworthy is that Xingqu Technology is changing the international user's perception of Chinese electric drives. In the past, the impression of foreign brands on Chinese three-electric systems remained at "low cost, low performance", but the efficiency and reliability of the Thunder 16-in-1 directly broke the stereotype. Coupled with star products such as the Shendun Gold Brick Battery and Thor AI Electric Hybrid 2.0, Geely has formed a matrix suppression in the three areas of hybrid, batteries, and electric drives. From domestic brands to international luxury cars, from East Asia to Europe, Xingqu Technology's products have proven that "Chinese Power" can compete head-on with any opponent.

III. Reshaping Patterns, Building High Barriers

This electric drive revolution is reshaping the competition logic of the entire industry. In the past, carmakers competed on motor unit performance or battery capacity, but now the focus of competition has shifted to system integration capabilities and full life cycle efficiency. The Thunder 16-in-1 integrates 16 functional modules into one, not only reducing weight and space, but more critically, reducing the failure risk caused by system complexity. Compared with it, those competitors who are still coping with competition by piecing together solutions either fall into a cost quagmire or cannot balance performance and reliability. Geely has mastered the initiative of defining electric drives from top to bottom through Xingqu Technology.

At the level of industry barriers, Xingqu Technology's "Hidden Champion" identity means it is not only Geely's technology foundation, but also the vanguard of the entire Chinese electric drive industry moving outward and expanding territories. When other brands are still relying on external suppliers to provide core modules, Geely has achieved full-stack self-research from chips to casings, from algorithms to verification. The cost advantage and technology iteration speed brought by this vertical integration capability are difficult for any enterprise that relies purely on procurement to catch up with. In the future, the key to victory in the electric drive track is no longer a single product, but whoever possesses an ecosystem system capable of self-evolution.

From the perspective of industry impact, Xingqu Technology's rise has pulled the threshold of Chinese electric drives to a higher water line. It forces all participants to invest more resources in hard-core innovation in dimensions such as integration, efficiency, and reliability. For those players who just want to "lie down and win" in the low-end market, this competitive pressure is undoubtedly a wake-up call. At the same time, it sent a signal to the world: China is no longer just the world's largest consumer market for electric drives, but is becoming a source of technology export. When the "Hidden Champion" steps to the forefront, the rules of the entire industry will be rewritten.

Conclusion:

The story of Xingqu Technology is essentially the best interpretation of Geely's national strategy of "mastering core technologies independently". It does not pursue short-term volume, but builds a solid industrial barrier with years of R&D investment, global layout, and systematic verification. "Though the thousand sievings are hard, the gold is found only after the wild sand is cleared." When the Thunder 16-in-1 is equipped with the Galaxy TT breaking records, the world finally sees the true face of this "Hidden Champion". It is not only Geely's technical backer, but also the vanguard paving the way for Chinese automotive power to go global.

16 Julai, apabila Geely Galaxy melancarkan Pemacu Elektrik Pintar Thunder 16-in-1, nama yang lama tersembunyi di sebalik tabir—Teknologi Xingqu, dibawa ke hadapan. Ia bukan menjadi terkenal dalam satu malam, tetapi经过几年积累，拥有超过 1000 项专利、五大智能制造基地、年产能 300 万台电驱总成的体系级存在。Ini adalah entiti berperingkat sistem yang mengumpulkan selama beberapa tahun, memegang lebih 1,000 paten, lima tapak pembuatan pintar, dan kapasiti pengeluaran tahunan 3 juta unit komponen pemacu elektr. Syarikat yang dianggap Geely sebagai 'Juara Tersembunyi' dalam bidang pemacu elektr ini, kini mengeluarkan teknologi kuasa China ke seluruh dunia dengan kecepatan yang memukau. Kebangkitannya membuktikan satu kebenaran: dalam era tenaga baharu, penghalang sebenar bukanlah produk hits tunggal, tetapi kuasa penguasaan industri merentasi rantaian penuh.

I. Sistem Sebagai Raja, Ekosistem Membina Asas

Kehebatan Teknologi Xingqu terletak pada faktanya ia bukan syarikat pembuatan semata-mata, tetapi gabungan industri yang merentasi Eropah dan Asia, menyatukan penyelidikan, pembuatan dan pengesahan. Di hulu penyelidikan, ia menggunakan Wuxi, Hangzhou, Ningbo, Shanghai di China sebagai titik, bekerjasama dengan pasukan luar negara di Gothenburg, Sweden, membina rangkaian penyelidikan global 24 jam tanpa henti. Di antara lebih 1,000 paten, peratusan paten penemuan melebihi 60%, merangkumi plat voltan penuh dari 400V hingga 900V. Dari pemacu elektr aloi magnesium 900V pertama di dunia hingga 16-in-1 dengan integrasi tertinggi dalam industri, setiap produk adalah hentakan terhadap had teknologi sedia ada.布局 'penyelidikan tanpa sempadan' ini menjadikan Teknologi Xingqu sentiasa berada di hujung depan teknologi.

Kekuatan di hulu pembuatan juga amat memukau. Lima tapak pengeluaran mempunyai kadar automasi tertinggi melebihi 95%, ketepatan pemprosesan peralatan teras mencapai tahap mikron. Sistem digital seperti MES, LES, PLM serentak dikendalikan, mencapai penjejakan pintar 100% untuk proses pengeluaran. Yang lebih penting, barisan pengeluaran mempunyai keupayaan garis bersama lentur pelbagai platform, produk dengan spesifikasi dan segmen kuasa berbeza boleh bertukar secara lancar di barisan yang sama. Ini bermakna Teknologi Xingqu boleh menepati keperluan pelbagai dari pengangkutan harian hingga prestasi tinggi secara efisien, menekan kos rendah dengan kesan skala, memenuhi pasaran dengan penyesuaian lentur. Ini bukan sekadar kilang, tetapi mesin induk industri yang beroperasi dengan tepat.

Sistem pengesahan pula adalah peringkat terakhir penerapan teknologi. Pusat ujian Xingqu telah mendapat pensijilan CNAS, mempunyai rangka ujian pemacu terus motor tunggal 30,000rpm pertama di dunia. Dari keupayaan menyesuaikan alam sekitar hingga ketahanan kakisan, tiga dimensi, lebih 9,000 ujian semuanya meliputi. Platform data ujian AI boleh menganalisis data sejarah 300,000 jam secara real-time, mengunci potensi risiko lebih awal menggunakan model ramalan kegagalan. Tertutup litar terpadu Penyelidikan-Pembuatan-Pengesahan ini membolehkan Teknologi Xingqu memastikan kualiti tanpa perbezaan dalam setiap penghantaran pemacu elektr. Sebaik sahaja kelebihan sistem terbentuk, pesaing sukar meniru.

II. Peta Global, Menembusi Permainan Kompetisi & Kerjasama

Ambisi global Teknologi Xingqu tidak terhad pada teknologi, malah pada pasaran. Suku pertama 2026, kuasa pemasangan motor pemacu telah kekal di TOP3 industri. Perkhidmatan teknikal dan produk bukan sahaja meliputi Geely, Zeekr, Lynk & Co, Volvo dan syarikat dalam negara lain, malah menembusi Lotus, Jaguar Land Rover, Renault dan syarikat kereta antarabangsa terkemuka lain, malah menandatangani tempahan jangka panjang dengan kepala syarikat kereta Eropah seperti UK, France, Germany. Ini bermakna pemacu elektr China bukan lagi 'pilihan alternatif', tetapi komponen teras yang tidak boleh digantikan dalam rantai bekalan global. Teknologi Xingqu menggunakan kekuatan untuk melekatkan label 'Buatan China' ke dalam engin bay hos utama Eropah.

布局 global ini bukan sekadar perdagangan eksport biasa, tetapi terlibat mendalam dalam persaingan global. Di Sweden menubuhkan pusat penyelidikan dan perkhidmatan pasca-jualan, di Malaysia merancang tapak pembuatan, Teknologi Xingqu sedang memintal rangkaian perkhidmatan global merentasi Asia, Eropah, Afrika. Ia membentuk ekosistem terbuka penyelidikan teknologi bersama, perkongsian kapasiti dengan rakan kongsi antarabangsa seperti HORSE, Schaeffler, ZF, Magna Powertrain. Sikap kompetitif dan bekerjasama ini, mengelakkan risiko bertarung bersendirian, mengekalkan teknologi kuasa China dieksport menjadi piawaian global. Dalam era tenaga baharu, siapa menguasai piawaian, dialah yang menguasai suara.

Yang lebih bernilai, Teknologi Xingqu sedang mengubah persepsi pengguna antarabangsa terhadap pemacu elektr China. Masa lalu, syarikat luar negara mempunyai tanggapan sistem tiga elektr China kekal pada 'kos rendah, prestasi rendah', tetapi kecekapan dan kebolehpercayaan Thunder 16-in-1 langsung memecah stereotaip. Bersama produk utama seperti Baterai Geely Shield, Leishen AI Hybrid Elektrik 2.0, Geely membentuk tekanan berbilang arah dalam tiga bidang Hibrid, Bateri, Elektrik. Dari merk dalam negara hingga kereta mewah antarabangsa, dari Timur Asia ke Eropah, produk Teknologi Xingqu sudah membuktikan 'kuasa China' boleh bertanding secara terbuka dengan mana-mana lawan.

III. Menyusun Semula Corak, Membina Penghalang Tinggi

Revolusi pemacu elektr ini sedang menyusun semula logik persaingan industri. Masa lalu, syarikat kereta bersaing prestasi motor tunggal atau kapasiti bateri, tetapi kini, fokus persaingan beralih kepada keupayaan integrasi sistem dan kecekapan sepanjang kitaran hidup. Thunder 16-in-1 menyatukan 16 modul fungsi, bukan sahaja mengurangkan berat dan ruang, tetapi lebih penting mengurangkan risiko kerosakan akibat kerumitan sistem. Berbanding dengan pesaing yang masih bergantung pada cara tampal untuk menghadapi persaingan, sama ada terperangkap dalam lorong kotor kos, atau tidak mampu menyeimbangkan prestasi dan kebolehpercayaan. Geely melalui Teknologi Xingqu dari atas ke bawah menguasai inisiatif definisi pemacu elektr.

Di tahap penghalang industri, status 'Juara Tersembunyi' Teknologi Xingqu bermakna ia bukan hanya tapak teknologi Geely, tetapi juga pasukan hadapan industri pemacu elektr China keseluruhan untuk menguasai wilayah ke luar. Apabila merk lain masih bergantung pada pembekal luar untuk menyediakan modul teras, Geely sudah mencapai pembangunan kendiri penuh dari cip ke bekas, dari algoritma ke pengesahan. Kelebihan kos dan kecepatan iterasi teknologi yang dibawa oleh keupayaan integrasi menegak ini sujar dicapai oleh mana-mana syarikat yang bergantung sepenuhnya pada pembelian. Masa depan, kunci kemenangan atau kekalahan laluan pemacu elektr bukan lagi produk tertentu, tetapi siapa memiliki ekosistem yang boleh berevolusi sendiri.

Dari sudut impak industri, kebangkitan Teknologi Xingqu sama seperti menarik ambang pemacu elektr China ke paras air yang lebih tinggi. Ia memaksa semua peserta mesti melabur lebih banyak sumber pada integrasi, kecekapan, kebolehpercayaan dan dimensi lain untuk inovasi keras. Bagi pemain yang hanya mahu 'bermain mudah untuk menang' di pasar rendah, tekanan persaingan ini pastinya loceng amaran. Pada masa yang sama, ia juga mengeluarkan isyarat kepada dunia: China bukan sahaja pasar pemacu elektr terbesar dunia, tetapi sedang menjadi pusat pengeluaran teknologi. Apabila 'Juara Tersembunyi' keluar ke hadapan, seluruh peraturan permainan industri akan ditulis semula.

Penutup:

Kisah Teknologi Xingqu, pada asasnya ialah tafsiran terbaik Geely terhadap dasar strategik negara 'menguasai teknologi teras secara bebas'. Ia tidak mengejar kebisingan jangka pendek, tetapi dengan penyelidikan teknikal sepuluh tahun seperti satu hari,布局 global dan pengesahan bersistem, secara senyap membina penghalang industri yang kukuh. "Melalui beribu kali penapisan yang sukar, barulah emas ditemui." Apabila Thunder 16-in-1 dilancarkan berserta Galaxy TT memecahkan rekod, dunia akhirnya melihat wajah sebenar 'Juara Tersembunyi' ini. Ia bukan hanya sokongan teknologi Geely, tetapi juga pelopor jalan tenaga kuasa kereta China menuju ke seluruh dunia.

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.

Tiga Rekod Guinness Ada di Tangan! Geely 'Tanda Petir 16-in-1' Penggerak Elektrik, Mengunci Puncak Penggerak Elektrik Global

Pada 16 Julai, Kumpulan Kereta Geely secara rasmi melancarkan 'Penggerak Pintar 16-in-1 Tanda Petir' Geely Galaxy yang pertama di dunia. Dengan bergantung kepada pengumpulan teknologi bertahun-tahun daripada Teknologi Xingqu dan penstrukturan industri yang lengkap, penggerak elektrik baharu ini mencapai lompatan generasi dalam penjimatan tenaga, prestasi dan kebolehpercayaan, serta mengangkat pengalaman penggunaan harian kenderaan elektrik tulen ke tahap baharu. Geely Galaxy TT yang pertama kali dipasang penggerak ini, berjaya meraih dua rekod dunia Guinness dengan sekali imbas: 'Penggunaan tenaga terendah dalam kenderaan sedan elektrik tulen yang dihasilkan secara besar-besaran memutar Tasik Qinghai' dan 'Anggaran drif dua kereta berpasukan berterusan paling lama di permukaan jalan basah (kenderaan elektrik)', membuktikan kekuatan kepimpinan global jenama China dalam bidang penggerak elektrik dengan pencapaian yang nyata.

Ciri yang paling ketara bagi 'Penggerak Pintar 16-in-1 Tanda Petir' yang dilancarkan kali ini ialah menggabungkan semula 16 fungsi perkakasan dan perisian yang sebelumnya terpisah menjadi satu, sama seperti mengemas kini beberapa peralatan yang bekerja secara berasingan sebelum ini menjadi satu sistem yang sangat bersepadu. Bukan sahaja ia mengurangkan lebih 180 komponen kecil, beratnya juga 15% lebih ringan daripada produk biasa dalam industri, malah ia dapat meluangkan 28L ruang bagasi tambahan di dalam kenderaan. Bagi pemilik kereta biasa, ia membolehkan lebih banyak bagasi dimuatkan dan lebih praktikal untuk perjalanan harian.

Dalam isu penjimatan elektrik yang paling dibimbangkan ramai, penggerak elektrik ini mencapai kecekapan keseluruhan 93.8% yang terunggul dalam industri untuk produk keluaran besar aras yang sama. Secara mudahnya, dari pemindahan arus, penukaran tenaga hingga ke pemanduan dalam semua situasi harian, setiap peringkat 'mengkik butiran' untuk mengurangkan pembaziran: Platform voltan tinggi 800V ditambah laluan penghantaran yang dipendekkan, terus mengurangkan kehilangan pemindahan arus sebanyak 80%; Cip silikon karbida yang lebih canggih, lempengan silikon yang lebih nipis dan gear berketepatan tinggi, seterusnya mengurangkan kehilangan dalam proses penukaran elektrik, magnet dan daya ke tahap terendah; Ditambah pula dengan sokongan model pentadbiran tenaga pintar Geely Xingrui AI Cloud, pada musim sejuk dengan pemanas, perjalanan jauh di lebuh raya, atau perjalanan harian dalam sesak lalu lintas bandar, sistem akan secara automatik mencari cara operasi paling penjimatan tenaga. Tanpa perlu pemilik kereta mengawal teknik pedal secara sedar, ia dapat mencari keseimbangan keselesaan dan penjimatan. Tepatlah dengan reka bentuk penjimatan tenaga yang ekstrem ini, Galaxy TT mencatatkan penggunaan tenaga elektrik super rendah 8.20 kWh/100km dalam ujian sebenar memutar Tasik Qinghai, memecahkan rekod Guinness penggunaan tenaga terendah bagi kenderaan sedan elektrik tulen yang dihasilkan secara besar-besaran memutar Tasik Qinghai.

Dari segi prestasi kuasa, ia mencapai aras barisan teratas dalam kelas yang sama. Versi pemacu empat roda mempunyai kuasa gabungan mencecah 425kW, pecutan 0-100 hanya memerlukan 3.8 saat. Yang paling sukar dicapai ialah 'laju dan stabil': Respon arahan penggerak elektrik tradisional biasanya mengambil purata 40 milisaat, tetapi dengan reka bentuk integrasi satu cip, ia ditekan terus hingga 2 milisaat tercepat, kuasa segera mengiringi serta-merta selepas pedal gas ditekan, benar-benar mencapai 'petunjuk di mana memukul di sana'; Algoritma AI juga boleh mengurangkan penyimpangan tork masa nyata daripada 3% kepada 1%, meningkatkan ketepatan keluaran kuasa roda secara besar-besaran; Ditambah lagi dengan teknologi penyejukan terarah 54 laluan, suhu maksimum motor boleh diturunkan 15 darjah Celsius, walaupun memandu dengan sengit dalam jangka masa panjang, tiada kehilangan kuasa atau penghadan tork oleh sistem akan berlaku.

Tepatlah dengan prestasi 'tanpa gangguan sepanjang laluan' ini, Galaxy TT telah melengkapkan drif dua kereta berterusan lebih 46 kilometer di atas permukaan jalan basah, memecahkan rekod yang dicipta oleh Porsche pada tahun 2020. Ramai mungkin tidak tahu, drif kenderaan elektrik tulen lebih sukar berbanding kenderaan bahan api: Pada saat memulakan drif, tork yang tepat perlu meletup dalam milisaat, membolehkan badan kenderaan masuk ke keadaan meluncur dengan lancar; Semasa proses drif, keluaran kuasa perlu dilaraskan secara berterusan, sedikit punyi penyimpangan akan menyebabkan hilang kawalan; Di bawah keadaan had beberapa puluh kilometer secara berterusan, penggerak elektrik perlu menanggung kadar pusingan tinggi dan beban haba tinggi yang berterusan, tidak boleh memicu perlindungan kerana terlalu panas. Kejayaan mencabar ini adalah seperti memberikan jaminan kepada semua pemilik kereta biasa: Walaupun menghadapi hujan lebat dan permukaan jalan basah, memanjat bukit secara berterusan atau memandu dengan sengit dalam jangka masa panjang, penggerak elektrik ini boleh mengeluarkan keluaran yang stabil dan tidak akan gagal.

Dari segi kebolehpercayaan, penggerak elektrik ini telah melalui ujian 'tahap luar silibus'. Dari bahagian tunggal hingga ke unit penggerak elektrik lengkap, sehingga kenderaan seluruh jalan raya, merangkumi lebih 9000 ujian dalam 15 bidang, telah berjaya menyelesaikan pengesahan ketahanan kumulatif 5 juta kilometer, dan telah menerima pengiktirafan berkuat kuasa 'Penggerak Elektrik Berkualiti Tinggi' oleh Pusat Automotif China. Ia juga mempunyai doktor dalam talian awan sendiri — sistem pengurusan kesihatan pintar, bergantung pada model jangkaan hayat AI untuk melakukan 'pemeriksaan kesihatan' secara aktif kepada komponen penting, memperingatkan penyelenggaraan sebelum kerosakan berlaku, mengubah 'baik selepas rosak' kepada 'penjagaan aktif', mengurangkan kadar kerosakan dari punca dalam proses penggunaan kereta.

Pada hari pelancaran, Teknologi Xingqu juga dibuka untuk umum buat pertama kali, memaparkan penyelidikan dan pembangunan penggerak elektrik, pembuatan pintar dan strategi industri rantaian lengkap Geely yang lengkap kepada dunia luar. Kini rangkaian penyelidikan dan pembuatan Teknologi Xingqu merentasi beberapa bandar di China serta Sweden dan Malaysia, jumlah paten yang dipohon melebihi 1000, lima asas pembuatan pintar mempunyai kadar automatik tertinggi melebihi 95%, ketepatan pengeluaran mencecah tahap mikron, setiap proses penggerak elektrik boleh ditelusuri secara pintar. Pada separuh pertama tahun ini, jumlah pemasangan motor Teknologi Xingqu telah kekal di TOP3 industri, produk bukan sahaja melayani jenama domestik seperti Geely Galaxy dan Zeekr, malah disuplai kepada banyak syarikat automotif antarabangsa seperti Volvo, Jaguar Land Rover dan Renault, dan telah menandatangani pesanan jangka panjang dengan beberapa syarikat automotif utama di Eropah.

Dengan ini, Geely telah memupuk tiga syarikat 'Juara Tersembunyi' iaitu Haosi Power, Jiyao Power dan Teknologi Xingqu dalam tiga bidang teras iaitu hibrid, bateri dan penggerak elektrik, membentuk sistem teknologi 'tiga elektrik' yang autonomi dan terkawal rantaian lengkap. Dari rekod Guinness perjalanan jauh lebih 2608km yang dicipta oleh Thor Electric Hybrid sebelum ini, sehingga dua rekod baharu yang dimenangi oleh Penggerak Pintar 16-in-1 Tanda Petir kali ini, Geely sedang membentuk semula piawaian teknologi kuasa kenderaan elektrik global menggunakan突破 teknikal yang nyata, dan menyuntik tenaga China yang kuat untuk inovasi dan peningkat industri kenderaan tenaga baharu di seluruh dunia.

July 16, 2026, Geely Automobile Group officially released the world's first Thunder 16-in-1 Intelligent Electric Drive. This new generation 800V High-Voltage Electric Drive System, fully developed in-house by its subsidiary Xingqu Technology, breaks through the industry technology ceiling with three generational advantages: Ultimate Energy Saving, Peak Performance, and All-Area Reliability. First equipped on the Geely Galaxy TT model, it seized two Guinness World Records "Lowest Energy Consumption for Production Pure Electric Cars Around Qinghai Lake" and "Longest Continuous Dual-Car Drift Electric Vehicle on Slippery Roads" in one go, redefining global high-performance integrated electric drive standards and marking Chinese brand electric drive technology stepping into the global first echelon.

Currently, electric drives in the new energy industry generally face pain points such as insufficient integration, difficulty balancing energy consumption and performance, power decay in extreme conditions, and weak long-term reliability. Relying on Xingqu Technology's accumulation of over 1,000 patent technologies, Geely integrated the entire industry chain of R&D, materials, manufacturing, and verification, created a 16-in-1 Deep Integration Architecture, integrating 16 software/hardware functions including motor, electronic control, small three-electric, thermal management, and all-area AI control into one, achieving four core breakthroughs: Lightweight, High Efficiency, High Computing Power, Strong Durability, and completely solving the industry problem that traditional electric drives "cannot have both energy saving and performance".

Ultimate Energy Efficiency Breakthrough, 93.8% Comprehensive Efficiency Sets Production Benchmark Peak

The Thunder 16-in-1 Intelligent Electric Drive is positioned as the world's highest integrated production electric drive assembly. The entire machine weighs only 75kg, achieving over 15% weight reduction compared to mainstream industry products, with Z-direction height compressed to within 325mm, providing an additional 28L storage space in the cabin; Integrated Magnesium Alloy Shell and Common Shell Design simplify over 180 components, reducing high-voltage and low-voltage harness lengths by 30% and 15% respectively, reducing energy transmission loss from the structural source.

Relying on eight core material process innovations including 800V High-Voltage Platform, Silicon Carbide Power Devices, Ultra-Thin Silicon Steel Sheets, and Umini-Pin Flat Wire, the entire electric drive achieves a CLTC comprehensive efficiency of 93.8%, reaching No. 1 in the production vehicle industry. Wherein 800V High-Voltage Architecture significantly reduces operating current, reducing transmission loss by 80%; SiC Chip paired with Miniaturized Packaging reduces switching and conduction losses by 30% and 15% respectively; 0.2mm Ultra-Thin Low-Stress Silicon Steel Sheets compared to market mainstream 0.35mm products directly reduce iron loss by 30%; Flat Wire Process shortens total copper wire length by nearly 1296mm, optimizing copper loss by 2%. Multiple process overlaps efficiently convert every kWh of energy into driving kinetic energy, for every 1% efficiency improvement, vehicle 100km energy consumption reduces by 1.5%.

To adapt to energy consumption needs for all-scenario travel, Geely Xingrui AI Cloud Power Large Model carries three smart energy algorithms, covering winter low temperature, highway cruising, and city commuting all scenarios. In low-temperature scenarios, AI Energy Storage Control can store heat energy in advance, reducing heating power consumption in -18°C extreme cold environment by 40%; in high-speed conditions AI All-Area Loss Optimization dynamically balances copper and iron losses, improving motor efficiency by 0.8%; city roads automatic energy recovery combines road conditions to regenerate feedback intensity, improving energy response speed by 50%. In the all-area complex road condition energy consumption challenge around Qinghai Lake, Geely Galaxy TT equipped with this electric drive achieved actual test energy consumption as low as 8.20kWh/100km, refreshing the Guinness World Record for production pure electric car energy consumption, fully validating ultra-high energy efficiency hard power.

Full-Spectrum Performance Maxed, 425kW AWD 3.8 Seconds 0-100km, 46km Extreme Drift No Power Decay

The Thunder 16-in-1 Electric Drive breaks the inherent cognition "Energy Saving Electric Cars Have No Performance". The AWD version is equipped with Front 180kW Asynchronous Auxiliary Drive + Rear 245kW Permanent Magnet Main Drive, with combined peak power of 425kW, 0-100km/h acceleration only 3.8 seconds, achieving both home comfort and supercar-level power.

Industry First One-Core All-Area Integrated Control is the performance core support. Traditional electric drive multi-chip distributed control link delay about 40ms, while Thunder 16-in-1 integrates all power domain computations into a single high-computing power chip, compressing instruction response fastest to 2ms, power output as-stepped-as-had, man-car unity. Cooperating with AI Deviation Prediction Control and Adaptive PID Algorithm, real-time torque error narrowed from 3% to 1%; AI Reinforcement Learning Posture Prediction combines IMU multi-dimensional sensing, millisecond-level dynamic allocation of front and rear axle torque, vehicle posture more stable on slippery roads and in turns.

Addressing high-temperature decay pain points for fierce driving, Industry First 54-Channel Directed Centrifugal Oil Cooling System, 360° full coverage of winding ends, motor maximum operating temperature reduced by 15°C, insulation life improved by 10%, long-time full power output no torque limit, no decay. At Dongying Intelligent Connected Vehicle Test Site, two Geely Galaxy TT completed over 46km continuous dual-car drift on slippery roads, in one go breaking Porsche's long-held Guinness World Record for electric vehicle drift distance. Under continuous high RPM, high torque, high thermal load extreme conditions, electric drive power throughout stable, torque output precise, fully proving the extreme reliability of cooling system and electronic control algorithms.

Full-Link Strict Verification, 5 Million Kilometer Durability Builds All-Area Safe and Reliable System

At the reliability level, Thunder 16-in-1 Electric Drive completed over 9000 all-area tests, cumulative 5 million kilometer vehicle road durability verification, covering 15 major verification fields, passed China Automotive Technology and Research Center "High Quality Electric Drive" Authority Certification. Deep Integration Architecture significantly reduces harness, connectors and other consumable parts, reducing failure probability at hardware level; production line achieves micron-level machining accuracy, rotor production line automation rate over 95%, full-process production data traceable, ensuring every electric drive quality consistent.

Intelligent Active Maintenance System achieves safety upgrade. Electric drive equipped with AI Smart Health Management System, relying on digital twin and life prediction models, real-time monitor motor temperature, bearing wear, lubricating oil state, power module health, predict parts wear risk in advance, achieve active warning in cloud "Online Doctor" mode, replace traditional passive maintenance, significantly reduce vehicle use failure probability. Entire electric drive passed -60°C to 140°C wide temperature zone, 1512 hours salt spray, 24 hours 900mm water depth immersion and other out-of-syllabus tests, reached IP68 highest dust and water proofing grade, adapted to global various extreme climates and road conditions.

Xingqu Technology Builds Global Industry Base, Geely Three-Electric Invisible Champion Matrix Formed

The landing of this Thunder 16-in-1 Electric Drive, behind is Geely Group's Three-Electric Full-Stack In-House R&D System laid out for many years. Core Carrier of Electric Drive Division Xingqu Technology as one of Geely's Three Major Power "Invisible Champions", builds R&D and manufacturing network covering the globe. Domestic layout of Wuxi, Hangzhou, Ningbo, Quzhou, Jiaxing five major intelligent manufacturing bases, established overseas R&D center in Sweden, planning overseas factory in Malaysia, electric drive total assembly annual capacity reached 3 million units; cumulative patent applications over 1000, invention patent share over 60%, possessing world's first 30000rpm high power motor test bench, laboratory obtained CNAS national level certification, can independently complete all electric drive test projects.

First Half 2026 Xingqu Technology motor and electronic control installed volume stably tops industry TOP3, product matrix covers 400V-900V full voltage platform, equipped for Geely Galaxy, Zeekr, Lynk & Co, Volvo, Lotus and other own brands, meanwhile bulk supplying Jaguar Land Rover, Renault and other overseas car companies, signed long-term designated orders with multiple European top car companies, continuously outputting Chinese self-developed power technology to the world.

To date, Geely completed "Invisible Champion" layout in Hybrid, Battery, Electric Drive three major tracks: Haosi Power builds global leading hybrid system, Jiyao Tongxing layouts 150GWh Short Knife Battery capacity, Xingqu Technology tops global electric drive technology first echelon. The three form a synergistic ecology, building a completely autonomous and controllable three-electric industry chain, completely escaping overseas core component technology dependence. From Thunder Electric Hybrid, Shield Gold Brick Battery to this Thunder 16-in-1 Intelligent Electric Drive, Geely achieves full coverage of pure electric, hybrid, methanol diverse power technologies, fortify technology moat for brand globalization expansion.

Leading Industry High-Quality Transformation, Chinese Electric Drive Technology Achieves Global Discourse Power Leap

With global new energy vehicles accelerating popularization, electric drive as whole vehicle core power component becomes key ruler measuring car company core technology strength. In the past overseas enterprises long dominate electric drive underlying architecture, material process and standard system, while Chinese electric drive schemes represented by Xingqu Technology Thunder 16-in-1 achieve integration, energy efficiency, performance, reliability all-around surpassing international top products, completing leap from technology following to global leading.

Industry experts express that Geely Thunder 16-in-1 Intelligent Electric Drive launch not only brings consumers lower energy consumption, stronger performance, more durable pure electric travel experience, but also drives domestic electric drive industry chain materials, chips, manufacturing process overall upgrade. Relying on scaled production, globalization support, full-link in-house R&D advantages, Geely will continuously promote high voltage high integrated electric drive technology popularization, drive local supply chain collaborative development, assist Chinese automobile industry in global new energy track seizing technical commanding heights.

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In the future, Thunder 16-in-1 Intelligent Electric Drive will be successively applied to Geely Galaxy, Zeekr full series multiple pure electric models, covering home, sport, high-end multiple sub-markets, with mature production technology benefiting users universally; Xingqu Technology will also continuously iterate next-generation electric drive products, expand overseas market support share, continuously outputting China self-developed new energy power schemes, driving global automobile industry green low-carbon transformation to reach new stage.

16 Julai 2026, Kumpulan Kereta Geely secara rasmi melancarkan Penggerak Elektrik Pintar 16 Dalam 1 Thunder Pertama Dunia. Sistem Penggerak Elektrik Voltan Tinggi 800V generasi baharu yang dikemaskini sepenuhnya oleh teknologi Xingqu di bawahnya, dengan kelebihan tiga generasi berimpak maksimal, prestasi puncak, dan kebolehpercayaan merangkumi seluruh, telah memecahkan had teknologi industri, dipasang pertama kali pada model Geely Galaxy TT, sekaligus meraih dua rekod Dunia Guinness "Konsumsi Bateri Elektrik Murni Terendah Melintasi Tasik Qinghai untuk Kereta Pengeluaran" dan "Drift Dua Kereta Berterusan Terpanjang di Permukaan Jalan Licin untuk Kereta Elektrik", mendefinisikan semula piawaian Penggerak Elektrik Integrasi Prestasi Tinggi Global, menandakan teknologi Penggerak Elektrik China telah mencapai sepenuhnya tahap pertama global.

Sekarang ini, Penggerak Elektrik industri Kenderaan Baharu umum wujud masalah utama keterintegrasian tidak mencukupi, tenaga dan prestasi sukar diimbangi, kuasa berkurangan di keadaan batas, dan kebolehpercayaan jangka panjang lemah. Geely bermodalkan lebih daripada seribu paten teknologi teknologi Xingqu, menghubungkan penyelidikan, bahan, pembuatan, pengesahan, rantaian industri penuh, mencipta arkitektur integrasi mendalam 16 Dalam 1, menyatukan 16 fungsi perisian dan perkakasan seperti motor, kawalan elektrik, komponen elektrik kecil, pengurusan suhu, kawalan AI merangkumi seluruh, mencapai empat terobosan teras pembinaan ringan, kecekapan tinggi, kekuatan pengiraan tinggi, ketahanan tinggi, menyelesaikan sepenuhnya masalah industri "penghematan tenaga dan prestasi tidak boleh dicapai bersama" dalam Penggerak Elektrik tradisional.

Langsung Mencapai Kecekapan Tenaga, Kecekapan Gabungan 93.8% Menciptakan Puncak Pengeluaran Kelas Sama

Penggerak Elektrik Pintar Thunder 16 Dalam 1 dilabel sebagai Penggerak Elektrik Pengeluaran dengan Keterintegrasian Tertinggi Global, unit lengkap hanya 75kg, mengurangkan berat lebih daripada 15% berbanding produk utama industri, ketegangan Z dipadatkan di bawah 325mm, menambah ruang penyimpanan 28L di kubah kenderaan; rangka padu logam magnesium, reka bentuk rangka bersama menjimatkan lebih daripada 180 komponen, panjang alur kawalan voltan tinggi dan voltan rendah masing-masing dikurangkan 30%, 15%, dari sumber struktur mengurangkan kehilangan pemindahan tenaga.

Memetik platform Voltan Tinggi 800V, peranti kuasa karbon silikon, lembaran silikon-besi super tipis, teknik kabel Umini-Pin empat teras inovasi bahan dan proses, keseluruhan sistem penggerak mencapai Kecekapan Gabungan CLTC 93.8%, mencapai nombor satu industri untuk model pengeluaran. Antara lain, arkitektur Voltan Tinggi 800V mengurangkan kuat arus operasi dengan ketara, kehilangan pemindahan dikurangkan 80%; cip SiC dikombinasikan dengan pakej pengecilan, kehilangan suis dan konduksi masing-masing turun 30%, 15%; lembaran silikon-besi 0.2mm tekanan rendah berbanding produk utama pasaran 0.35mm, kehilangan besi terus turun 30%; teknik kabel datar memendekkan jumlah panjang kabel tembaga hampir 1296mm, pengoptimuman kehilangan tembaga 2%. Pelbagai proses bertindih, menjadikan setiap unit tenaga elektrik ditukar dengan efisien kepada tenaga pergerakkan, kecekapan setiap peningkatan 1%, konsumsi elektrik per 100km keseluruhan kenderaan menurun 1.5%.

Bagi menyesuaikan keperluan tenaga pergerakan dalam semua situasi, model besar kuasa awan AI Xingrui Geely memasang tiga algoritma tenaga pintar, meliputi musim sejuk suhu rendah, pelayaran halaju tinggi, perjalanan bandar semua situasi. Dalam situasi suhu rendah, kawalan penyimpanan tenaga AI boleh simpan haba terlebih dahulu, dalam persekitaran sangat sejuk -18°C, kuasa pemanasan dikurangkan 40%; dalam keadaan halaju tinggi, pengoptimuman kehilangan merangkumi AI seimbang dinamik kehilangan tembaga dan besi, kecekapan motor meningkat 0.8%; pemulihan tenaga automatik jalan bandar bergabung dengan pengawalan keadaan jalan kekuatan resapan, kelajuan respon tenaga meningkat 50%. Dalam cabaran tenaga keadaan kompleks merangkumi Tasik Qinghai, model Galaxy TT yang memasang penggerak ini, ujian nyata konsumsi bateri rendah sehingga 8.20kWh/100km, memecahkan rekod Dunia Guinness konsumsi bateri untuk kereta pengeluaran elektrik murni, mencukupi membuktikan kehebatan kecekapan tinggi.

Prestasi Sepenuhnya Dimaksimumkan, Penggerak Empat Roda 425kW Pecah Seratus 3.8 Saat, Drift Batas 46km Kuasa Tanpa Pengurangan

Penggerak Thunder 16 Dalam 1 memecahkan pemikiran tetap "Kereta Elektrik Jimat Tenaga Tiada Prestasi", versi penggerak empat roda memasang penggerak bantuan asinkron depan 180kW + penggerak utama permanen belakang 245kW, kuasa puncak gabungan 425kW, pecah seratus hanya 3.8 saat, mencapai gabungan keselesaan rumah dan kuasa tingkat kereta super.

Kawalan integrasi penuh dengan satu cip pertama industri adalah sokongan teras prestasi, Penggerak Elektrik tradisional laluan kawalan chip berbilang kelewatan jalur kira-kira 40ms, manakala Thunder 16 Dalam 1 menyatukan semua pengiraan domain kuasa ke satu cip kekuatan pengiraan tinggi, respon arahan paling pantas dipadatkan hingga 2ms, keluaran kuasa mengikuti tekanan tersedia, penyatuan manusia dan kereta. Berganding dengan kawalan prediktif bias AI dan algoritma PID adaptif, ralat tork masa nyata dari 3% mengerut hingga 1%; prediksi sikap pembelajaran penguatan AI bergabung dengan penginderaan berbilang dimensi IMU, pembahagian tork paksi depan belakang dinamik milisaat, sikap kenderaan jalan licin, belokan lebih stabil.

Menyedari masalah utama pengurangan kuasa suhu tinggi pemanduan aktif, sistem sejuk minyak berarah berpusat 54 laluan pertama industri, pusingan 360° meliputi hujung wayar gelung, suhu operasi tertinggi motor diturunkan 15°C, umur isolasi meningkat 10%, keluaran kuasa penuh masa lama tanpa had tork, tanpa pengurangan. Di Medan Ujian Internet Cerdas Dongying, dua model Galaxy TT menyiapkan Drift Dua Kereta Berterusan Permukaan Jalan Licin lebih daripada 46km, sekali lagi memecahkan rekod Dunia Guinness Drift Kereta Elektrik Jarak Lama yang dipegang Porsche bertahun-tahun. Dalam keadaan batas putaran tinggi, tork tinggi, beban panas tinggi berterusan, penggerak elektrik sepanjang masa kuasa stabil, keluaran tork tepat, mencukupi membuktikan kebolehpercayaan batas sistem sejuk dan algoritma kawalan elektrik.

Pengujian Ketat Rantaian Penuh, Ketahanan 5 Juta Kilometer Membina Sistem Kebolehpercayaan dan Keselamatan Merangkumi Seluruh

Dalam lapisan kebolehpercayaan, Penggerak Elektrik Thunder 16 Dalam 1 menyiapkan lebih daripada 9000 ujian merangkumi seluruh, pengujian ketahanan jalan keseluruhan kenderaan 5 juta kilometer akumulatif, meliputi 15 bidang pengujian, melalui pengesahan autoritatif "Penggerak Elektrik Berkualiti Tinggi" Pusat China untuk Kenderaan. Arkitektur integrasi mendalam secara besar mengurangkan alur, sambungan, komponen mudah rosak lain, dari lapisan perkakasan mengurangkan kemungkinan kerosakan; barisan pengeluaran mencapai ketepatan pemprosesan mikrometer, kadar automasi barisan pengeluaran rotor lebih daripada 95%, data pengeluaran seluruh proses boleh dilacak, menjamin keseragaman kualiti setiap penggerak elektrik.

Sistem penyelenggaraan proaktif pintar mencapai peningkatan keselamatan, Penggerak Elektrik memasang sistem pengurusan kesihatan pintar AI, memetik rangka digital dan model ramalan umur, memantau masa nyata suhu motor, keausan bantalan, keadaan pelincir, kesehatan modul kuasa, meramal terlebih dahulu risiko keausan komponen, dengan mod "Doktor Dalam Talian" awan mencapai amaran proaktif, menggantikan pembetulan pasif tradisional, mengurangkan secara besar kemungkinan kerosakan penggunaan kenderaan. Keseluruhan Penggerak Elektrik melalui pengujian -60°C hingga 140°C suhu luas, 1512 jam kabut garam, 24 jam 900mm perendaman air, mencapai Tahap Kalis Debu dan Air IP68 Tertinggi, disesuaikan dengan semua iklim dan keadaan jalan global.

Teknologi Xingqu Membina Asas Industri Global, Matriks Juara Tersembunyi Tiga Elektrik Geely Terbentuk

Pelaksanaan Penggerak Elektrik Thunder 16 Dalam 1 kali ini, di belakangnya ialah sistem pembangunan sepenuhnya dalam rumah Tiga Elektrik Geely Group yang disusun bertahun-tahun, wadah utama sektor Penggerak Elektrik teknologi Xingqu sebagai salah satu "Juara Tersembunyi" Tiga Kuasa Geely, membina rangkaian pembuatan dan penyelidikan merangkumi global. Susunan domestik Wuxi, Hangzhou, Ningbo, Quzhou, Jiaxing lima pangsa pembuatan pintar, Sweden mendirikan pusat penyelidikan luar negara, merancang pabrik luar negara Malaysia, kapasiti pengeluaran tahunan penggerak elektrik gabungan mencapai 3 juta unit; secara kumulatif memohon paten lebih daripada 1000, peratusan paten ciptaan lebih daripada 60%, mempunyai rangka ujian motor berkuasa besar putaran 30000rpm pertama dunia, makmal mendapat pengesahan negara CNAS, boleh secara berasingan menyiapkan semua projek ujian penggerak elektrik.

Setengah Pertama 2026 jumlah pemasangan motor dan kawalan teknologi Xingqu稳居 3 teratas industri, matriks produk meliputi semua platform voltan 400V-900V, melengkapi Geely Galaxy, Zeekr, Lynk & Co, Volvo, Lotus semua merek sendiri, serentak secara pukal membekal Jaguar Land Rover, Renault semua syarikat kereta luar negara, menandatangani pesanan tetap jangka panjang dengan pelbagai syarikat kereta teratas Eropah, secara berterusan mengeluarkan teknologi kuasa pembangunan sendiri China ke global.

Setakat ini, Geely disiapkan "Juara Tersembunyi" tiga laluan besar, Pencampuran, Bateri, Penggerak Elektrik: Kuasa Haoshi mencipta sistem pencampuran memimpin global, Jiyao Tongxing menyusun kapasiti bateri Gold Brick 150GWh, Teknologi Xingqu mendaki tahap pertama teknologi penggerak elektrik global, ketiganya membentuk ekosistem koordinasi, membina rantaian industri Tiga Elektrik sepenuhnya autonomi dan terkawal, mengatasi sepenuhnya ketergantungan teknologi komponen terbit luar negara. Dari Telek Hybrid, Bateri Gold Brick Shendun hingga Penggerak Elektrik Pintar Thunder 16 Dalam 1 kali ini, Geely mencapai penuh liputan teknologi kuasa pelbagai Murni Elektrik, Pencampuran, Metanol, memperkukuh sungai parit pertahanan teknologi untuk ekspansi global merek.

Mempimpin Peralihan Berkualiti Tinggi Industri, Suara Global Teknologi Penggerak Elektrik China Naik Tindakan

Bersama pelbagai普及an Kenderaan Elektrik Baharu global mengikut cepat, Penggerak Elektrik sebagai komponen kuasa terbit keseluruhan kenderaan, menjadi penggaris utama mengukur kekuatan teknologi terbit syarikat kereta. Masa lalu syarikat luar negara lama menguasai arkitektur asas Penggerak Elektrik, proses bahan dan sistem standard, manakala skim Penggerak Elektrik buatan negara diwakili oleh Penggerak Elektrik Pintar 16 Dalam 1 Thunder Teknologi Xingqu, mencapai kelebihan keterintegrasian, kecekapan tenaga, prestasi, kebolehpercayaan secara serentak melampaui produk teratas antarabangsa, menyelesaikan daripada lari belakang teknologi kepada memimpin larian global.

Pakar industri menyatakan, pelancaran Penggerak Elektrik Pintar 16 Dalam 1 Thunder Geely, bukan sahaja membawa pengalaman perjalanan murni elektrik konsumsi lebih rendah, prestasi lebih kuat, tahan lama kepada pengguna, malah menggerakkan pengurusan bahan, cip, teknologi pembuatan industri Penggerak Elektrik domestik secara keseluruhan peningkatan. Memetik kelebihan pengeluaran skala besar, pelengkap global, pembangunan sepenuhnya dalam rumah seluruh rantaian, Geely secara berterusan mendorong penyebarluas teknologi Penggerak Elektrik Voltan Tinggi Keterintegrasian Tinggi, membawa perkembangan rantaian bekalan tempatan, membantu industri automotif China merampas titik tertinggi teknologi dalam laluan Kenderaan Elektrik Baharu global.

Penilaian Kereta Rakyat

Masa depan, Penggerak Elektrik Pintar Thunder 16 Dalam 1 akan turunan secara beransur-ansur ke semua model Murni Elektrik Geely Galaxy, Zeekr semua siri, meliputi rumah, sukan, teratas semua pasar niche, dengan teknologi pengeluaran matang manfaatkan pengguna luas; Teknologi Xingqu juga akan secara berterusan mengembangkan generasi baharu produk penggerak elektrik, mengembangkan saham pelengkap pasaran luar negara, secara berterusan mengeluarkan skim kuasa新能源 pembangunan sendiri China, mendorong peralihan hijau rendah karbon industri automotif global menuju fasa baharu.

Describing the 2026 Chinese auto market as "brutal" is hardly an exaggeration.

The density of new car launches is staggering — over 600 new models launched nationwide in the first half, averaging 3 new cars entering the market daily. However, in sharp contrast to the product explosion, the overall market continues to shrink. According to CPCA statistics, domestic passenger car retail in the first half reached 10.318 million units, a year-on-year decline of 6.2%; other data shows cumulative retail of approximately 8.75 million units, with a drop as high as 20%. Li Bin of NIO stated explicitly at the Chongqing Forum that the industry needs to prepare for a year-on-year decline in annual retail volume of 15% to 20%. Market downturn, price war intensification, elimination round acceleration — this is the true background of the first half of 2026.

However, precisely in such a headwind situation, automakers with true system capabilities stand out. Compared to the high-profile battles of new forces on the public opinion field, the strategies of traditional automakers are steadier and results more solid. Geely Automobile is the most typical representative.

Data from CPCA shows that in the first half of 2026, Geely Automobile's terminal retail sales in the domestic narrow passenger car market reached 1.021 million units, topping the Chinese passenger car domestic sales champion at once, and also being the only domestic brand to break the 1 million unit sales mark. Adding overseas markets, cumulative total vehicle sales for Geely from January to June reached 1.423 million units, setting a new historical high for the same period.

The gold content of this achievement lies in that it was not supported by a single hit product, but the result of four brand matrices exerting balanced effort and layered positioning.

First, look at the main position of new energy Geely Galaxy. Cumulative sales reached nearly 520,000 units in the first half, with single-month sales in June breaking through 108,000 units. Among them, Geely Star Wish sales in June exceeded 50,000 units, retaining the title of China all-brand all-category model sales champion. What does this mean? A 100,000-level home new energy vehicle with monthly sales of 50,000+, placed in the entire passenger car market, is a ceiling-level existence. More worthy of attention is Star Wish's global strategy - domestic sales volume amortizes costs, overseas relies on product power for high premium, priced at 160,000 to 180,000 Yuan in the Brazilian market, exports in June accounted for 40% of its own total sales. Star Wish has not only become a legend in China, but also won sales champions in sub-categories in multiple countries such as Mexico and Indonesia. This "domestic volume + overseas premium" dual-wheel drive is the key to Geely's new energy segment being able to continue profitable.

Look at the high-end brand Zeekr next. Deliveries exceeded 178,000 units in the first half, a year-on-year increase of 97%. Its luxury 9 Series flagship model delivered nearly 150,000 units cumulatively - for every 3 luxury Chinese cars sold above 500,000 Yuan, 1 is a Zeekr 9X. The average transaction price of the entire Zeekr series has approached 350,000 Yuan, tearing a hole in the luxury car market where BBA has long dominated. This is not share won by low prices, but solid product power completing brand positioning in the high-end market.

Lynk & Co sales exceeded 144,000 units in the first half, continuing to expand. In the 150,000 to 300,000 Yuan sporty, globalized sub-sectors, continuously widening layout. And the China Star Series sales exceeded 580,000 units in the first half, consecutively retaining the title of Chinese brand fuel passenger car sales champion for 9 years. In today when almost all automakers are "abandoning fuel for electricity", Geely not only did not let the fuel car base collapse, but instead made the China Star Series a banner for domestic brand fuel cars.

Running on two legs, fuel and new energy, this is extremely rare among current Chinese automakers. The problem facing the vast majority of brands is: new energy grew, but fuel cars collapsed. Geely did not sacrifice cash flow and the basic base for new energy transformation - Galaxy responsible for volume expansion, Zeekr responsible for brand upward, Lynk & Co responsible for high-end electrification, China Star responsible for stabilizing the fuel base. Four brands perform their duties, not fighting each other, jointly constituting the underlying support for Geely's 1.021 million unit sales.

From a more macro dimension, Geely's growth logic is clearer. In the first half, cumulative new energy sales reached 799,500 units, penetration rate reached 56%, June single-month penetration rate even surged to 67%. Overseas market became the biggest variable - June exports 102,900 units, breaking through the single-month 100,000 unit threshold for the first time, skyrocketing 157% year-on-year; first half cumulative exports 474,200 units, 158% year-on-year increase, already exceeding the total export volume of 2025. In the context of domestic market shrinkage, overseas effectively offset the downward pressure of the local market.

More worthy of mention is that Geely is not a champion rushed out by "trading price for volume". The terminal retail data of 1.021 million units reflects real market demand, rather than warehouse-pressing wholesale numbers. In terms of product structure, the mainstream price range of 100,000 to 200,000 Yuan constitutes the main body of sales; in terms of brand structure, the four blocks of Galaxy, Zeekr, Lynk & Co, and China Star all achieved positive growth or steady progress. This growth quality of "volume and price rising together" is far more convincing than simple sales numbers.

Looking forward to the second half, Galaxy TT and Galaxy Warship 700 are about to launch, and i-HEV hybrid model production capacity will also increase. Especially Galaxy Warship 700 - developed based on Geely's native new energy off-road architecture, equipped with three-motor four-wheel drive system and AI intelligent four-wheel drive technology - this tough plug-in hybrid SUV is expected to add another spark to the emerging off-road new energy track. And i-HEV intelligent dual-engine as the world's first application of "AI Cloud Power" oil-electric hybrid system, can reduce HEV model fuel consumption to 3L per 100km, which will further consolidate Geely's technical moat in the hybrid field.

In the first half of 2026, Geely proved one thing with the 1.021 million unit terminal retail data: In the cycle of major industry reshuffling, those who can truly cross the cycle are never reliant on one or two viral products, but on a mature, balanced, sustainable product matrix and brand system.

Geely Automobile Group CEO Fan Jiayue once systematically expounded Geely's strategic determination to adhere to "long-termism" in the AI era; Li Shufu explicitly proposed to "forge a management team and an enterprise culture capable of fighting a war of attrition strategically". From "quantity expansion" to "quality leap", from multi-brand tactics to "One Geely" system integration - this automaker that has walked for forty years is proving in the most pragmatic way: Enterprises adhering to long-termism often walk further and more solidly.

Pasaran kereta China pada tahun 2026, menggunakan kata 'kejam' untuk menerangkannya tidak berlebihan.

Ketumpatan pelancaran kereta baharu memukau — lebih 600 model baru dilancarkan di seluruh negara separuh pertama tahun, purata 3 kereta baharu memasuki pasaran setiap hari. Namun, berbanding letupan produk, pasaran keseluruhan terus menyusut. Statistik CPCA (Persatuan Kereta Penumpang China) menunjukkan penjualan runcit kenderaan penumpang domestik separuh pertama tahun mencapai 1.0318 juta unit, turun 6.2% berbanding tahun sebelumnya; data lain menunjukkan penjualan runcit terkumpul sekitar 875,000 unit, turun 20%. Li Bin dari NIO di forum Chongqing berkata secara jujur, industri perlu bersedia untuk penurunan runcit tahunan 15% hingga 20%. Pasaran bawah, perang harga semakin hebat, permainan penghapusan mempercepat — ini adalah latar belakang sebenar separuh pertama 2026.

Bahkan dalam situasi angin lawan ini, syarikat kereta yang benar-benar mempunyai keupayaan sistem sebaliknya menonjol. Berbanding pemain baharu dalam medan awam yang berkeras, pendekatan syarikat kereta lama lebih stabil dan pencapaian lebih kukuh. Kereta Geely adalah contoh paling jelas.

Data CPCA menunjukkan, pada separuh pertama tahun 2026, jualan runcit Geely Motor di pasaran kenderaan penumpang umum domestik mencapai 1.021 juta unit, sekali gus menjuarai jualan kenderaan penumpang di China, dan satu-satunya jenama sendiri yang melampaui 1 juta unit. Bila ditambah pasaran luar negara, 1 hingga Jun jumlah jualan kenderaan Geely mencapai 1.423 juta unit, mencapai rekod tertinggi sepanjang masa untuk tempoh yang sama.

Nilai sebenar pencapaian ini terletak pada ia bukan disokong oleh satu produk jualan tinggi tunggal, tetapi hasil daripada empat matriks jenama yang bekerja seimbang dan menduduki kedudukan berperingkat.

Lihat dahulu Geely Galaxy sebagai medan utama baru. Jumlah jualan terkumpul separuh pertama tahun hampir 520,000 unit, Jun tunggal melampaui 108,000 unit. Di antaranya Geely Xingyuan, jualan Jun melebihi 50,000 unit, berjaya mempertahankan juara jualan model semua jenama dan semua jenis di China. Konsep apa? Model kenderaan penumpang baru rumah kelas 100,000 yuan, jualan bulanan lebih 50,000+, di seluruh pasaran kenderaan penumpang pun adalah tahap puncak. Lebih bernilai untuk diperhatikan adalah strategi global Xingyuan — domestik menggunakan jualan tinggi untuk mencairkan kos, luar negara bergantung pada kekuatan produk untuk mendapatkan premium, di pasaran Brazil harga ditetapkan 160,000 hingga 180,000 yuan, Jun eksport sudah mencapai 40% daripada jumlah jualan sendiri. Xingyuan bukan sahaja menjadi legenda di negara sendiri, di Mexico, Indonesia dan banyak negara lain juga menjuarai kategori khusus. Pemacu dua roda 'jualan tinggi domestik + premium luar negara' ini adalah kunci bahagian Geely baharu kekal menguntungkan.

Lihat pula jenama premium Zeekr. Serahan separuh pertama tahun melebihi 178,000 unit, meningkat besar 97% berbanding tahun sebelumnya. Model flagship mewah siri 9 mencapai serahan hampir 150,000 unit — setiap 3 unit kenderaan mewah China di atas 500,000 yuan, ada 1 unit adalah Zeekr 9X. Harga purata semua siri Zeekr sudah hampir 350,000 yuan, di pasaran kenderaan mewah yang diduduki lama BBA merobek secebir. Ini bukan bahagian yang diperoleh daripada harga rendah, tetapi kekuatan produk yang nyata di pasaran premium telah menempatkan kedudukan jenama.

Jumlah jualan Lynk & Co separuh pertama tahun melebihi 144,000 unit, berterusan berkembang luas. Dalam kategori khusus sukan, global 150,000 hingga 300,000 yuan berterusan memperlebar pelan. Rangkaian China Star separuh pertama tahun jualan melebihi 580,000 unit, selama 9 tahun berturut-turut menjuarai jualan kenderaan penumpang diesel jenama sendiri. Di hampir semua syarikat kereta yang meninggalkan minyak bertukar elektrik hari ini, Geely bukan sahaja tidak membiarkan tapak asas diesel runtuh, sebaliknya menjadikan Rangkaian China Star sebagai bendera kenderaan diesel jenama sendiri.

Garisan diesel dan baharu sama-sama berlari, ini sangat jarang di syarikat kereta China masa kini. Kebanyakan jenama mempunyai masalah: baharu meningkat, tetapi diesel runtuh. Geely tidak mengorbankan aliran tunai dan tapak asas untuk transformasi baharu — Galaxy bertanggungjawab jualan tinggi dan pengembangan, Zeekr bertanggungjawab jenama meningkat ke atas, Lynk & Co bertanggungjawab elektrik premium, China Star bertanggungjawab stabilkan tapak diesel. Empat jenama berfungsi masing-masing, tidak bergaduh antara satu sama lain, bersama-sama membentuk sokongan asas jualan 1.021 juta unit Geely.

Dari dimensi yang lebih makro, logik pertumbuhan Geely lebih jelas. Jumlah jualan baharu terkumpul separuh pertama tahun 799,500 unit, kadar penembusan 56%, kadar penembusan Jun tunggal malah mencapai 67%. Pasaran luar negara menjadi pemboleh ubah terbesar — Jun eksport 102,900 unit, kali pertama melampaui sempadan 100,000 unit sebulan, meningkat besar 157% berbanding tahun sebelumnya; terkumpul eksport separuh pertama tahun 474,200 unit, peningkatan 158%, sudah melebihi jumlah eksport keseluruhan tahun 2025. Di latar belakang pasaran domestik menyusut, tambahan luar negara secara efektif menentang tekanan turun pasaran tempatan.

Yang lebih perlu disebut, Geely bukan juara yang dipacu daripada 'tukar harga untuk jumlah'. Data jualan runcit 1.021 juta unit mencerminkan keperluan pasaran yang sebenar, bukan nombor pukulan tekan stok. Dalam struktur produk, produk harga utama 100,000 hingga 200,000 yuan membentuk subjek jualan; dalam struktur jenama, empat bahagian utama Galaxy, Zeekr, Lynk & Co, China Star semuanya mencapai pertumbuhan positif atau stabil dan berkembang. Jenis pertumbuhan 'jumlah dan harga naik serentak' ini, lebih berkuat kuasa daripada sekadar nombor jualan.

Merangkak separuh kedua tahun, Galaxy TT dan Galaxy Warship 700 akan segera dilancarkan, kapasiti model hibrid i-HEV juga akan ditingkatkan. Terutama Galaxy Warship 700 — berdasarkan struktur luar medan baharu asli Geely dibangunkan, memasang sistem gandar empat motor tiga dan teknologi gandar empat AI pintar — model SUV hibrid plug-in tegar ini dijangka menambah api di padang baharu luar medan yang sedang berkembang. Manakala i-HEV智能双擎 sebagai sistem hibrid minyak-listrik 'Kuasa Awan AI' yang pertama di dunia menggunakan, boleh menurunkan konsumsi bahan api kenderaan HEV kepada 3L per 100km, ini akan memperkukuh lagi parit pertahanan teknikal Geely dalam bidang hibrid.

Separuh pertama tahun 2026, Geely membuktikan dengan data jualan runcit 1.021 juta unit bahawa dalam kitaran besar penyusunan semula industri, bukan sahaja beberapa produk internet yang terkenal yang boleh menerusi kitaran, tetapi daripada satu matriks produk matang, seimbang, boleh kekal dan sistem jenama.

Pengerusi Eksekutif Kumpulan Geely Motor Gan Jiayue pernah menerangkan secara sistem penentu strategik Geely pegang 'pandangan jangka panjang' di era AI; Li Shufu malah secara jelas menyatakan perlu 'dari strategi mendewasakan pengurusan yang boleh berjuang perang lama dan budaya perusahaan yang boleh berjuang perang lama'. Dari 'ekspansi jumlah' ke 'lompat kualiti', dari taktik banyak jenama ke integrasi sistem 'Satu Geely' — perusahaan yang sudah lalui 40 tahun ini, sedang membuktikan dengan cara paling pragmatik: perusahaan yang berpegang pandangan jangka panjang, sering berjalan lebih jauh, lebih kukuh.

Rock solid amidst market fragmentation.

If using a few words to describe the Chinese auto market in the first half of 2026, "under pressure, fragmentation" fits perfectly.

Domestic passenger car retail volume declined nearly 20%, the smoke of the price war has not cleared, and the total retail sales of consumer goods was dragged into negative growth by the automotive sector; overseas, EU anti-subsidy tariff expansion on cars has landed, and the situation in the Middle East and other regions remains unpredictable.

However, on one hand is the backdrop of a winter in the automotive industry, while on the other hand, brokerage firms frequently increased their positions, surprisingly meeting at a single listed auto company.

This seemingly huge divergence points to a deeper issue, namely what capital markets and investors see in this listed auto company that competitors do not possess.

Auto K-Line believes that in the first half of this year, Geely Auto demonstrated remarkable systemic strength, certainty, stability, and insightful foresight; during the industry's growth phase, it might have been inconspicuous, but in the downturn cycle, it is the stabilizing force that weathers the wind and waves; therefore, the market is a voting machine in the short term, but a weighing machine in the long run.

01

On July 1, Geely Auto (0175.HK) released its financial report, exhibiting an independent trend. From the beginning of the year to date, the company became the only listed auto stock in Hong Kong that rose.

Among the passenger car segments of listed auto companies counted by Auto K-Line, this is unprecedented.

Announcements show Geely Auto sold 240,800 units in June, achieving double growth in both year-on-year and month-on-year metrics for four consecutive months; cumulative sales in the first half exceeded 1.4229 million units, growing 1% (the only positive growth among the top three listed auto companies in China); new energy penetration rate reached 67%; cumulative overseas export year-on-year surged 158%, with a single month breaking 100,000 units for the first time creating history; ZEEKR brand average selling price per vehicle approached 350,000 Yuan, surpassing BBA...

Domestic market under pressure, Geely Auto grows counter-trend; industry reshuffling, it has already achieved structural optimization. In Auto K-Line's view, the answer to this super-stable performance lies in the strategic certainty brought by Li Shufu and the Geely management leading the "One Geely" systemic strength construction over the past two years.

Especially from overseas explosion to luxury breakthrough, from multi-path technology to large mobility ecosystem, to breakthroughs in motorsports and generational inheritance, Geely Auto has woven a systemic net that crosses cycles across five dimensions.

And the new variables emerging in the current automotive policy environment—falling oil prices, expectations of vehicle and vessel tax reform, and discussions on equal rights for fuel and electric vehicles, etc.—are adding new tension to Geely's net.

02

As I review the announcements released by Geely Auto, the most eye-catching is Geely Auto's overseas market explosion.

In June, Geely Auto exported 102,800 units, breaking 100,000 units for the first time in a single month, a year-on-year increase of 157%, and overseas sales share rose to 42.7%. Cumulative exports in the first half reached 474,000 units, surging 158% year-on-year, exceeding the total export volume for all of 2025.

Unlike other Chinese listed auto companies, behind this set of figures from Geely Auto is an industry symbiotic overseas expansion model.

Auto K-Line believes this choice by Geely is more like an asset-light route, with deep cooperation with Volvo, Proton, Renault Korea, Renault Brazil, etc., utilizing their existing production capacity to achieve technology licensing and joint production, efficient and easier to accept.

In Europe, utilizing Volvo factories for local production of LYNK & CO and ZEEKR effectively avoids tariff barriers; in Southeast Asia, Xingyuan's localization rate in Indonesia reached 46.5%, deeply integrating into local supply chains; in Latin America, the Renault Geely Brazil company has begun production.

Currently, Geely has laid out over 1,900 outlets in more than 100 countries and regions, completing brand layout in nearly 20 mainstream markets in Europe.

Therefore, the explosive growth in exports in the first half is not an accidental pull of a single hit product, but a inevitable result of full-chain localization system scaled output across production, research, sales, and supply.

It is worth noting that Geely Auto has raised its annual export target from 750,000 units to 1 million units.

03

In Auto K-Line's view, if the overseas explosion opened up Geely's sales scale space, making Geely Auto the only one among the top three listed auto companies in China to maintain positive cumulative sales growth in the first half, then the ZEEKR brand's premium breakthrough determines the thickness of Geely Auto's growth quality.

Data shows that in the first half of 2026, ZEEKR brand cumulative deliveries reached 178,000 units, a year-on-year increase of 97%, becoming the sales champion of the Chinese luxury new energy market.

As Geely Auto Group Senior Vice President Lin Jie stated, ZEEKR brand average selling price per vehicle approaches 350,000 Yuan, surpassing BBA; ZEEKR 9X average transaction price exceeds 530,000 Yuan. In China's luxury car market above 500,000 Yuan, for every 3 sold, 1 is ZEEKR.

Auto K-Line believes that what supports the ZEEKR brand's price positioning is a very clear product and brand strategy, as well as the success of Geely's direct sales system trial run.

Today, ZEEKR has firmly consolidated the 9 series ultra-luxury, 8 series sports luxury, and 7 series tech luxury premium matrix, and behind it owns the highest level strategic resource support of the Geely system—SEA Expanse Architecture, SEA Super Electric Hybrid, AI Digital Chassis, Qianli Hanhao Smart Driving System.

It is reported that ZEEKR 8X won the reputation champion of mid-to-large SUVs above 300,000 Yuan upon launch; ZEEKR 7X cumulative deliveries exceeded 170,000 units, ranking as the sales champion of mid-size luxury SUVs in many countries overseas; ZEEKR 009 consecutively ranked first in pure electric MPV sales above 400,000 Yuan for two months.

Whether domestic or overseas, ZEEKR's flagship 9 series has become the pursuit target of celebrities and entrepreneurs and other high net worth individuals.

In fact, Geely Auto's premium achievement was already shown in the first quarter of this year. Data shows Geely Auto core net profit per vehicle reached 6,429 Yuan, a year-on-year increase of 30%, setting a new high in nearly five years; gross margin 17.5%, increasing by 1.8 percentage points year-on-year.

Auto K-Line believes that in the period of most fierce price wars, the profit per vehicle did not fall but rose, indicating that true premiumization is letting core technology grow brand premiums.

04

Besides Geely's counter-trend growth, a policy trend brewing is worth attention; expectations of vehicle and vessel tax reform are making equal rights for fuel and electric vehicles shine on reality.

With new energy penetration rates continuing to rise, the national policy level begins to think, when new energy vehicles are no longer the minority, should they gradually promote equal rights for fuel and electric vehicles, allowing fuel cars and new energy vehicles to compete fairly under the same tax framework.

For listed auto companies completely relying on pure electricity, this means the policy moat narrows; but for listed enterprises like Geely persisting in all technology paths, fuel and electricity advancing together, it is a long-term structural benefit. Moreover, international oil price falls are also indirectly strengthening Geely Auto's competitiveness.

When new energy vehicles no longer enjoy special treatment, market competition will return from policy driven to product driven—Chinese consumers will rationally weigh comprehensive value such as power performance, usage costs, and refueling convenience.

Auto K-Line believes Geely Auto's strategic clarity allows it to benefit from policy changes.

05

Geely China Star series, as the sales champion of domestic brand fuel cars for 9 consecutive years, accumulated sales over 580,000 units in the first half, clearly being an important profit and cash flow source for Geely.

Moreover, Geely's heavyweight launch of i-HEV Smart Hybrid this year seems to have foreseen international changes, keeping Geely Auto unbeatable. It combines fuel car refueling convenience with electrification fuel-saving performance, and can compete head-on with pure electric cars without policy tilt.

This technology has confirmed full promotion overseas in the fourth quarter. At that time, Geely Auto will form a systematic replacement of traditional fuel cars in the overseas market, going head-on with top Japanese and Korean auto companies overseas.

Auto K-Line feels the trend of fuel and electric equal rights is not weakening Geely, but verifying the foresight Geely Auto has always persisted in multi-route layout.

When the policy balance beam tends to level, true product power can surface. Geely has both scale ability and technical reserves on fuel, hybrid, pure electric, alcohol-hydrogen multi-routes simultaneously, this is exactly its unique advantage distinguishing it from most Chinese listed auto companies!

06

In 2026, in Auto K-Line's view, Geely Auto made significant layout on the racing map, also to further deepen global layout, build name recognition, and feed back R&D.

At the LYNK & CO 07 GT launch press conference, Lin Jie announced the brand will officially enter the rally field. The championship mission of fighting in WTCE/TCR events for many years has been handed over to the Preface of Geely China Star series.

I believe LYNK & CO entering rally races is a breakthrough, engineering verification scenarios expand from track race speed limits to rally race survival limits; Preface taking over TCR is a heritage, chassis tuning data, power system calibration and lightweight processes settled on the track for many years will be injected back into sales base products.

This layout set elevates track genes from a brand tag to the entire Geely Auto Group's cultural asset. When consumers shift from comparing parameters to recognizing brands, track genes and performance faith will release Geely brand compound interest over a long cycle.

07

Auto K-Line counted 2026 first-half auto stock trends finding auto sector stock prices overall declined more than double digits, but Geely Auto's strong fundamental resilience attracted institutional dense position increases, also one of the few auto stocks maintaining rise.

Statistics show 46 international institutions have cumulatively increased positions or established positions, including BlackRock, American Century Investments Management long-term funds in the list.

Citi expects Geely Auto's multiple premium models launch will pull second and third quarter gross margins; HSBC Research expects ZEEKR sales growth to continue in second half; Daiwa expects "One Geely" strategy under 2026~2028 profit growth will be higher than market general expectations.

With August semi-annual report release, continuous realization of fundamentals and profits, Geely Auto is expected to usher in an important window for valuation repair.

According to Auto K-Line knowledge, second half Geely Galaxy TT will冲击 C-Class pure electric coupe market, Galaxy Battleship 700 will explore hard-core off-road new category.

Overlaying new generation electric drive technology upcoming release, i-HEV full promotion globalization, ZEEKR 9X overseas launch first to Middle East—this systemic net woven by global channels, premium technology matrix, fuel-electric dual-line layout, three-dimensional mobility ecosystem and brand culture faith, will continue to extend.

Views of AutosKline:

2026行至年中，when the industry's surging tide recedes, many have already lost their underwear, but Geely Auto has worked out abs.

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This article is not authorized for reprinting without permission, violators will be prosecuted. Meanwhile, the article content does not constitute investment advice to anyone! Stock market risks are high, investment requires caution!

Teguh seperti Gunung Tai di tengah perpecahan pasaran.

Jika beberapa perkataan hendak digunakan untuk menggambarkan pasaran automotif China pada suku pertama tahun 2026, tekanan dan perpecahan adalah paling tepat.

Pasaran runcit kenderaan penumpang domestik menurun hampir 20%, asap perang harga belum surut, jumlah jualan runcit keseluruhan terus terumbang-ambing menjadi pertumbuhan negatif; luar negara, tarif anti-subsidi automotif Eropah telah berkembang, keadaan di Timur Tengah dan kawasan lain masih tidak dapat diramalkan.

Namun, satu sisi adalah latar belakang musim sejuk industri automotif, sisi lain adalah institusi sekuriti yang sering menambah kedudukan, dan secara keajaiban ia bertemu pada satu syarikat automotif tersenarai.

Pembangkangan yang kelihatan besar ini, pada hakikatnya menunjuk kepada masalah yang mendalam, iaitu apa yang dilihat oleh modal pasaran dan pelabur pada syarikat tersenarai ini, yang tidak dimiliki oleh pesaing.

Kereta K-Line berpendapat, pada suku pertama tahun ini, Kereta Geely menunjukkan kekuatan sistem yang menakjubkan, kepastian dan kestabilan, serta pandangan ke depan yang berkemahiran; pada kitaran industri yang naik mungkin tidak menonjol, tetapi pada kitaran turun, ia adalah batu berat yang menentang ombak; jadi pasaran jangka pendek adalah mesin undi, jangka masa panjang adalah mesin timbang.

01

1 Julai, Kereta Geely (0175.HK) mengemukakan rekod keputusan, keluaran dari trend bebas, dari awal tahun sehingga kini, syarikat ini menjadi satu-satunya saham automotif Hong Kong yang naik.

Ini dalam sektor kenderaan penumpang syarikat awam automotif yang di统计 oleh Kereta K-Line, tiada duanya.

Pemberitahuan menunjukkan, jualan Kereta Geely pada Jun ialah 240,800 unit, empat bulan berturut-turut pertumbuhan bulan ke bulan dan tahun ke tahun; kumulatif suku pertama melebihi 1.422,9 juta unit, meningkat 1% (satu-satunya dalam tiga syarikat automotif tersenarai China yang mempunyai pertumbuhan positif); kadar penetrasi tenaga baharu mencapai 67%; eksport luar negara meningkat mendadak 158% secara tahun ke tahun, single month pertama melangkaui 100,000 unit mencipta sejarah; purata harga kenderaan jenama Zeekr hampir 350,000 Yuan, mengatasi BBA...

Pasaran domestik mengalami tekanan, Kereta Geely tumbuh lawan arus; industri automotif mengasing semula, ia telah mencapai optimisasi struktur. Dalam pandangan Kereta K-Line, jawapan kepada prestasi sangat stabil ini terletak pada pembinaan kekuatan sistem "Satu Geely" dalam dua tahun lalu, yang dipimpin oleh Li Shufu dan pengurusan Geely, membawa kepastian strategik.

Terutamanya dari letupan luar negara sehingga terobosan mewah, dari pelbagai laluan teknologi kepada ekosistem出行, hingga terobosan sukan automotif dan pewarisan generasi, Kereta Geely menggunakan lima dimensi untuk tenun satu rangkaian sistem yang menentang kitaran.

Dan pembolehubah baharu yang muncul dalam persekitaran dasar automotif semasa—jatuhnya harga minyak, jangkaan reformasi cukai kapal dan kenderaan, perbincangan hak sama antara minyak dan elektrik, dan lain-lain, sedang menambah ketegangan baharu kepada jaring Geely.

02

Penulis memeriksa pemberitahuan yang diterbitkan oleh Kereta Geely, yang paling mencolok ialah letupan besar pasaran luar negara Kereta Geely.

Jun, eksport Kereta Geely ialah 102,800 unit, single month pertama melangkaui 100,000 unit, meningkat mendadak 157% tahun ke tahun, nisbah jualan luar negara meningkat ke 42.7%. Kumulatif eksport suku pertama ialah 474,000 unit, meningkat mendadak 158% tahun ke tahun, melebihi jumlah eksport keseluruhan tahun 2025.

Berbeza dengan syarikat automotif tersenarai China yang lain, di sebalik nombor kumpulan Kereta Geely ini ialah model eksport simbiosis industri.

Kereta K-Line berpendapat, pilihan Geely ini, lebih kepada laluan aset ringan, bekerja sama rapat dengan Volvo, Proton, Renault Korea, Renault Brazil dan lain-lain, menggunakan kapasiti sedia ada mereka untuk mencapai lisensi teknologi dan pengeluaran bersama, efisien dan lebih mudah diterima.

Di Eropah, menggunakan kilang Volvo untuk menghasilkan Lynk & Co dan Zeekr setempat, mengelak penghalang tarif dengan berkesan; di Tenggara Asia, Star Wish mempunyai kadar tempatan 46.5% di Indonesia, terintegrasi mendalam dalam rantaian bekalan tempatan; di Amerika Latin, syarikat Renault Geely Brazil telah memulakan pengeluaran.

Pada masa ini, Geely telah memasang lebih 1,900 cawangan di lebih 100 negara dan kawasan, telah menyelesaikan susunan jenama di hampir 20 pasaran utama Eropah.

Oleh itu, letupan eksport suku pertama, bukan tarikan kebetulan satu produk hit, tetapi hasil pengeluaran berskala sistem tempatan seluruh rantaian produksi, penyelidikan, jualan dan bekalan yang tidak dapat dielakkan.

Yang perlu diperhatikan ialah, Kereta Geely telah meningkatkan sasaran eksport tahun ini daripada 750,000 unit ke 1,000,000 unit.

03

Dalam pandangan Kereta K-Line, jika letupan luar negara membuka ruang saiz jualan Geely, membuat Kereta Geely menjadi satu-satunya dalam tiga syarikat automotif tersenarai China yang mengekalkan pertumbuhan positif kumulatif suku pertama, maka terobosan kelas tinggi jenama Zeekr, menentukan ketebalan kualiti pertumbuhan Kereta Geely.

Data menunjukkan, suku pertama 2026, Zeekr kumulatif hantar 178,000 unit, meningkat mendadak 97% tahun ke tahun, menjadi juara jualan pasaran automotif mewah tenaga baharu China.

Seperti yang dinyatakan oleh Vice President Kumpulan Kereta Geely Lin Jie, harga purata kenderaan jenama Zeekr hampir 350,000 Yuan, mengatasi BBA; harga purata transaksi Zeekr 9X melebihi 530,000 Yuan, dalam pasaran automotif mewah 500,000 Yuan ke atas China, setiap jual 3 buah ada 1 buah ialah Zeekr.

Kereta K-Line berpendapat, yang menyokong penetapan harga jenama Zeekr, ialah strategi produk dan jenama yang sangat jelas, serta kejayaan cubaan sistem langsung Geely.

Kini, Zeekr telah mengukuhkan matriks kelas tinggi 9系 Mewah Ekstrem, 8系 Mewah Sukan, 7系 Mewah Teknologi dengan telus, dan di belakang mempunyai sumber strategik terbaik dalam sistem Geely menyokong—Rangka Kerja SEA Merentang, Hibrid Super Merentang, Chasis Digital AI, Sistem Memandu Cerdas Qianli Merentang.

Diketahui, Zeekr 8X apabila dilancarkan segera mendapat kejuaraan kesan kenderaan SUV pertengahan-besar lebih 300,000 Yuan; 7X kumulatif hantar lebih 170,000 unit, menjuarai SUV mewah pertengahan di banyak negara luar negara; Zeekr 009 berturut-turut dua bulan memegang kejuaraan jualan MPV elektrik lebih 400,000 Yuan.

Baik di domestik atau luar negara, Zeekr flagship 9系, telah menjadi objek kejaran orang berkemahiran tinggi seperti selebriti dan usahawan.

Sebenarnya, hasil modernisasi kelas tinggi Kereta Geely sudah ditunjukkan pada suku pertama tahun ini. Data menunjukkan, keuntungan bersih teras kenderaan Kereta Geely mencapai 6,429 Yuan, meningkat 30% tahun ke tahun, mencatatkan tertinggi lima tahun; kadar keuntungan kotor 17.5%, meningkat 1.8 peratusan titik tahun ke tahun.

Kereta K-Line berpendapat, dalam kitaran perang harga paling sengit, keuntungan kenderaan tidak turun malah naik,说明 benar-benar modernisasi kelas tinggi, adalah membiakkan premium jenama pada teknologi teras.

04

Di luar pertumbuhan lawan arus Geely, satu trend dasar yang sedang berkembang boleh diperhatikan, jangkaan reformasi cukai kapal dan kenderaan membuat hak sama minyak elektrik menjadi nyata.

Dengan kadar penetrasi tenaga baharu yang terus meningkat, pada tahap dasar negara mula berfikir, apabila kenderaan tenaga baharu tidak lagi menjadi minoriti, adakah harus secara berperingkat mempromosikan hak sama minyak elektrik, membiarkan kenderaan minyak dan tenaga baharu bersaing secara adil dalam satu kerangka cukai yang sama.

Bagi syarikat automotif tersenarai yang sepenuhnya bergantung pada elektrik tulen, ini bermakna parit keselamatan dasar mengecil; tetapi bagi syarikat yang bersungguh-sungguh pada pelbagai laluan teknologi, minyak dan elektrik bergerak bersama seperti Geely, adalah keuntungan struktur jangka panjang. Tambahan pula, kejatuhan harga minyak antarabangsa juga secara tidak langsung mengukuhkan daya saing Kereta Geely.

Apabila kenderaan tenaga baharu tidak lagi menikmati kelebihan khas, persaingan pasaran akan kembali dari dipacu dasar kepada dipacu produk—pelanggan China akan menimbang dengan lebih rasional prestasi kuasa, kos penggunaan, kemudahan isi tenaga dan nilai komprehensif lain.

Kereta K-Line percaya, kesedaran strategik Kereta Geely, membuat ia sebenarnya mendapat faedah dalam perubahan dasar.

05

Siri Geely China Star sebagai juara jualan kenderaan bahan api jenama China berturut-turut 9 tahun, suku pertama kumulatif jual lebih 580,000 unit, jelas merupakan sumber untung dan arus tunai penting Geely.

Tidak hanya itu, hibrid i-HEV Cerdas yang dikeluarkan Geely tahun ini seakan mengetahui perubahan mendadak alam, membuat Kereta Geely立于不败之地，ia menggabungkan kemudahan isi tenaga kenderaan bahan api dengan prestasi menjimatkan tenaga elektrik, tanpa perlu kecondongan dasar boleh bersaing secara terus dengan kereta elektrik tulen.

Teknologi ini telah menentukan musim keempat mempromosikan secara menyeluruh eksport, masa itu Kereta Geely akan membentuk penggantian sistem kepada kenderaan bahan api tradisional di pasaran luar negara, secara langsung di luar negara dengan Jepun dan Korea syarikat kepala keras.

Kereta K-Line rasa, trend hak sama minyak elektrik, bukan melemahkan Geely, tetapi menguji ketepatan pandangan Geely yang selama ini memegang susun atur pelbagai laluan.

Apabila timbangan dasar cenderung rata, kekuatan produk sebenar akan muncul di permukaan, Geely pada laluan bahan api, hibrid, elektrik tulen, alkohol hidrogen mempunyai keupayaan berskala dan perbendaharaan teknologi secara serentak, inilah kelebihan unik yang membezakannya daripada kebanyakan syarikat automotif tersenarai China!

06

2026, dalam pandangan Kereta K-Line, Kereta Geely telah membuat susun atur yang bermaksud dalam peta perlumbaan, juga untuk memperdalam lagi susun atur global, membina populariti, dan menyokong penyelidikan dan pembangunan.

Pada majlis pelancaran Lynk 07GT, Lin Jie mengumumkan jenama ini akan secara rasmi menyerang padang ralenti, menangi misi juara TCR/WTCE yang lama bergelut, diserahkan kepada Xingrui di bawah siri Geely China Star.

Penulis berfikir, Lynk menyerang ralenti, adalah satu terobosan, senario pengesahan kejuruteraan dari had kelajuan perlumbaan padang dibina ke had kelestarian perlumbaan ralenti; Xingrui meneruskan TCR, adalah satu pewarisan, data penalaan rangka yang mengendap di litar selama bertahun-tahun, penspesifikan sistem kuasa dan proses penguratan ringan, akan disuntik secara songsang ke produk asas jualan.

Susun atur ini, akan menaikkan gen litar dari label satu jenama, menjadi aset kebudayaan keseluruhan kumpulan Kereta Geely. Apabila pelanggan beralih daripada membandingkan parameter kepada mengenali jenama, gen litar dan kepercayaan prestasi akan membebaskan faedah majmum jenama Geely yang besar dalam kitaran panjang.

07

Kereta K-Line mengujikaji pergerakan saham automotif suku pertama 2026 menemui, harga saham sektor automotif secara keseluruhannya jatuh lebih daripada dua digit, tetapi keteguhan asas Kereta Geely yang kuat menarik institusi menambah kedudukan secara padat, juga antara yang sedikit mengekalkan kenaikan saham automotif.

Ada statistik menunjukkan, sudah ada kumulatif 46 institusi antarabangsa menambah atau membina kedudukan, BlackRock, American Century Investment Management dan dana jangka panjang lain ada dalam senarai.

Citi jangka, pelancaran pelbagai model kelas tinggi Kereta Geely akan menarik kadar keuntungan kotor suku kedua dan ketiga; kajian HSBC jangka pertumbuhan jualan Zeekr suku kedua akan berterusan; Daiwa jangka strategi "Satu Geely" pertumbuhan keuntungan 2026~2028 akan lebih tinggi daripada jangkaan umum pasaran.

Dengan pengumuman半年报 Ogos, kepastian berterusan asas dan keuntungan, dijangka memacu Kereta Geely menjumpai jendela penting untuk membaiki penilaian.

Menurut Kereta K-Line mengetahui, suku kedua Geely Galaxy TT akan menyerang pasaran kenderaan sedan elektrik tulen Kelas C, Kapal Perang Galaxy 700 akan membuka kategori baharu越野 keras.

Meningkatkan teknologi pemanduan elektrik generasi baharu yang akan dilancarkan, i-HEV mempromosikan secara menyeluruh globalisasi, Zeekr 9X eksport pertama mendarat di Timur Tengah—jaring sistem yang ditenun oleh saluran global, matriks teknologi kelas tinggi, susun atur dua laluan minyak elektrik, ekosistem出行 tiga dimensi dan kepercayaan budaya jenama, akan terus merebak.

Pandangan AutosKline:

2026 sampai pertengahan tahun, apabila ombak industri yang bergelora surut, ramai sudah kehilangan segalanya, tetapi Kereta Geely telah membina asas yang kukuh.

Teks adalah asli [Kereta K-Line], kandungan bahan rujuk berasal dari pemberitahuan syarikat tersenarai dan maklumat umum industri (syarikat dan institusi berkaitan sepatutnya bertanggungjawab terhadap keaslian); sebahagian daripada imej berasal dari Internet, hak cipta kekal pada pemilik asal.

Artikel Nombor Ini, tanpa keizinan, dilarang terjemah, akan disaman. Tambahan pula, kandungan artikel ini tidak membentuk nasihat pelaburan untuk sesiapa! Risiko pasaran saham besar, pelaburan perlu teliti!

July 6, Geely Galaxy TT unveiled to the public. The car is positioned as a C-segment pure electric sports sedan, further enriching Geely Galaxy's product matrix. After launch, it will face strong rivals like Xiaomi SU7, XPeng P7+, and AITO Z7.

Geely brand persists with fuel and new energy dual-track development, Galaxy is the core sales pillar of its new energy segment. In the first half of 2026, Geely Galaxy cumulative sales reached 519,800 new vehicles, accounting for 47.2% of Geely brand's total sales and 36.5% of Geely Automobile Group's total sales. However, sales growth for Geely Galaxy this year is sluggish, with month-over-month sales dropping year-on-year for the first five months, until sales stabilized and recovered in June.

Guided price 64,800-94,800 CNY A0-class compact car Geely Star Wish is the main sales contributor for Geely Galaxy, June sales reached 50,900 units, cumulative sales in the first half reached 249,400 units, accounting for nearly half of Geely Automobile Group's sales during the period.

At the March 2025 performance briefing, Geely Holdings CEO Gu Shengyue, Geely Automobile Group CEO Gan Jiayue stated to the media that in 2026, Geely Automobile Group aims to achieve domestic sales number one. Gu Shengyue also said, "In the foreseeable future, in addition to sales setting a new historical high, it is highly probable that for every future performance briefing, our (Geely Automobile Group) core net profit attributable to parent company will also set a new historical high."

In Q1 2026, Geely Automobile Group narrowly defeated BYD (700,500 units) with a sales figure of 709,400 units, becoming the domestic automaker sales champion. Group revenue also increased from 72.692 billion CNY in the same period last year to 83.776 billion CNY, achieving 15% year-on-year growth; core net profit attributable to parent company also saw a 31% year-on-year increase.

However, since March, BYD has entered a dense new product release period and also released second-generation Blade Battery and fast charging technology, regaining the initiative. In the first half of the year, BYD returned to the throne of "Domestic Top Automaker" with 1.8085 million units sales, while Geely Automobile Group ranked second with 1.4230 million units sales sales. Geely, Lynk & Co, and Zeekr brands sold 1.1004 million, 144,200 and 178,400 units respectively. Among the three brands, only Zeekr brand achieved year-on-year sales growth.

Equally noteworthy alongside sales growth is the product structure. Management once stated outright that an excessively high sales proportion of entry-level models leading to declining profitability is a "weakness the group needs to overcome urgently".

Currently, the automaker has not disclosed the first-half 2026 report, and specific revenue composition was also not disclosed in the Q1 report, so it is impossible to calculate the changes in per-vehicle revenue and per-vehicle profitability. However, how Geely Automobile Group will balance scale growth and profitability improvement while relying on entry-level models to support the overall sales volume remains a management challenge that requires continued attention.

 Geely Galaxy Hard to Escape Low-Price Volume Dilemma

In 2025, Geely Galaxy ushered in a comprehensive "explosion", with multiple star models performing brightly. Geely Star Wish broke 40,000 units in sales for 7 consecutive months, Galaxy M9 reached nearly 40,000 units in cumulative sales less than 4 months since officially launching in September, becoming a dark horse in the C-segment hybrid SUV market.

However, due to relatively dense new car releases and some price overlaps, customer sources were dispersed among internal models, significantly increasing the difficulty of cultivating Geely brand models that maintain consistent high volume.

Sales of Galaxy M9 (Photo/Yiche)

According to data released by Yiche, since the beginning of this year, Galaxy M9's monthly retail sales have declined significantly compared to the initial sales period. In January and February, the model still maintained sales levels of over 6,000 and 5,000 units respectively, but in March it dropped directly to 3,773 units. In April and May, sales hovered around 3,000 units. Cumulative retail sales in the first 5 months were even lower than the Zeekr 9X at the 450,000 yuan level.

Facing intensifying industry competition, Geely brand launched a new round of dense new car release offensive to boost sales, with Geely Galaxy becoming the core main force for product release. In the first half of the year, Geely Galaxy has launched home sedan Galaxy A7 EV and 2026 version Galaxy A7 EM, hybrid SUV Galaxy M7 Voyager, hybrid sedan Galaxy Starlight 7 MAX, A0-class compact car all-new Geely Star Wish, light off-road SUV 2026 version Galaxy Cowboy, pure electric SUV Galaxy Starship 7 EV, and other new cars, focusing layout on 100,000 yuan price bracket.

After experiencing month-on-month sales declines in the first five months of this year, June finally saw Geely Galaxy achieve a year-on-year sales increase. However, it is not difficult to find the underlying reason upon close inspection: popular models such as Galaxy Starlight 7 MAX, 2026 version Galaxy Cowboy, all-new Geely Star Wish, Galaxy Starship 7 EV, etc. began to launch successively from mid-to-late May and released their heat collectively in June. In other words, Geely brand has still failed to get rid of the situation of stacking sales with new cars.

Even if Star Wish itself has strong sales performance, it is difficult to completely help Geely brand withstand the downward pressure of the industry. With the intensification of competition within the A0-class market, a crowd of 100,000-150,000 yuan level models are continuously eroding the survival space of A0-class commuter cars with lower pricing, richer configurations, and longer range. Geely Star Wish not only has to bear the competitive pressure from BYD Seagull, Leapmotor A10, Wuling Bingo PLUS and other same-level models, but also cope with the traffic diversion that might come from Leapmotor C10, Changan Deepal S05, XPeng MONA L03, and other 100,000-150,000 yuan level models. In addition, this car may also face internal competition with models such as Galaxy Starship 7 EV.

However, Lynk & Co and Zeekr brands, positioned towards mid-to-high end, although have decent market performance, are not mainstream in the total sales proportion of Geely Automobile Group. If one wishes to stand again at the top position of domestic brand sales, Geely Automobile Group still needs to create more blockbuster models capable of sustained high volume sales for the Geely brand.

 Compensate Domestic Sales Gap with Overseas Increment?

According to data announced at the beginning of the year, in 2026, Geely Automobile Group's overall sales target is 3.45 million units, and export sales target is 640,000 units. Divided by brand, Geely, Lynk & Co, and Zeekr brands bear sales tasks of 2.75 million, 400,000 and 300,000 units respectively. Therefore, in the first half of the year, Geely Automobile Group's overall sales target completion rate was 41.2%, with Geely, Lynk & Co, and Zeekr brands achieving 43.2%, 36.1% and 59.5% respectively.

Overseas markets contributed the vast majority of increments for Geely Automobile Group. In the first half of the year, Geely Automobile Group accelerated global market expansion: Concentrated completion of brand landing in five European countries (Spain, Germany, Netherlands, Belgium, Luxembourg) and reached cooperation with Switzerland's top dealer group, confirming entry into Swiss market in Q3; Deepened core markets in Southeast Asia such as Indonesia, Malaysia, Vietnam, launched Lynk & Co 900, Coolray, Okavango L to expand product lineup; Landed localized capacity in Latin American market, completed Star Wish production in Brazil factory; In Middle East and Central Asia markets, Lynk & Co 900 landed in many Middle Eastern countries, Galaxy series models penetrated Central Asian market.

Latest data from CPCA shows that in June, domestic passenger car export volume (including CKD) increased by 82.3% year-on-year to 877,000 units, accounting for 37% of total passenger car manufacturer sales; among them, new energy vehicle exports accounted for 56.9% of total exports, an increase of 16 percentage points compared to the same period last year; domestic brand exports reached 763,000 units, an 86% year-on-year increase, with the entire industry maintaining high prosperity.

Against the backdrop of a generally strong industry export, in the first half of the year, Geely Automobile Group's export volume increased by 158% year-on-year to 474,200 units, with the half-year scale surpassing the total 2025 annual export volume. According to reports from "International Finance News" and Orient Securities research report information, thanks to the overseas market exceeding expected growth, the group subsequently raised export sales guidance twice internally, from 640,000 units to 750,000 units, and then to 900,000 units, indicating that the group's export target completion rate for the first half exceeded half.

However, it is worth noting that although the overseas sales target was significantly increased, Geely Automobile Group did not release information about increasing the overall sales target.

In 2025, Geely Automobile Group cumulative sales were 3.0246 million units, including 420,100 units export sales, equivalent to its domestic sales of about 2.6045 million units last year. According to the latest export indicators calculation, in 2026, the group needs to sell 2.55 million new vehicles domestically to achieve the overall target, which is even nearly 55,000 units less than last year's domestic sales.

According to CPCA data, in June, the A00 and A0-class economy EV market faced significant pressure. A00-class car wholesale sales were 77,000 units, down 50% year-on-year, down 11% month-on-month, accounting for 8% share of pure electric vehicles, down 11.9 percentage points compared to the same period last year; A0-class car wholesale sales were 314,000 units, accounting for 32% share of pure electric vehicles, up 9 percentage points year-on-year; A-class car wholesale sales were 236,000 units, accounting for 24% share of pure electric market, down 2.7 percentage points year-on-year.

Geely brand's new energy vehicles under the brand are mostly in the A00-A class market. Their domestic new energy sales trends are highly bound to the fluctuations of the aforementioned segmented markets. The structural adjustment of the economy EV market will also directly impact the brand's domestic market growth rhythm.

6 Julai, Geely Galaxy TT tampil secara rasmi. Kereta ini diposisikan sebagai sedan sukan elektrik tulen kelas C, memperkaya lagi senarai produk Geely Galaxy, selepas pelancaran ia akan menghadapi lawan kuat seperti Xiaomi SU7, Xiaopeng P7+, Shangjie Z7 dan lain-lain.

Geely menyedekkan pembinakan dua hala petrol dan tenaga baharu, Galaxy adalah penanggung jualan utama sektor tenaga baharunya. Semi pertama 2026, Geely Galaxy kumulatif jual baharu 519,800 unit, mengambil 47.2% daripada jumlah jualan merek Geely dan 36.5% daripada jumlah jualan Kumpulan Geely Motors. Namun sepanjang tahun ini pertumbuhan jualan Geely Galaxy lemah, lima bulan pertama jualan bulanan masing-masing turun berbanding tahun lalu, sehingga Jun ia berhenti turun dan mula naik.

Harga disyorkan 64,800 - 94,800 Yuan kelas A0 kecil Geely Xingyuan adalah penyumbang jualan utama Geely Galaxy, jualan Jun mencapai 50,900 unit, kumulatif semi pertama mencapai 249,400 unit, mengambil hampir separuh daripada jualan tempoh Kumpulan Geely Motors.

Pada sesi prestasi 2025 yang diadakan pada Mac, Presiden Eksekutif Geely Holdings Gui Shengyue, CEO Kumpulan Geely Motors Gan Jiayue memberi tahu media, 2026, Kumpulan Geely Motors berusaha menjadi jualan domestik nombor satu. Gui Shengyue juga berkata, dalam tempoh yang cukup lama akan datang, selain jualan memecahkan rekod sejarah, kebarangkalian tinggi setiap sesi prestasi masa hadapan, kami (Kumpulan Geely Motors) keuntungan bersih utama akan menjadi rekod sejarah.

Kuartal pertama 2026, Kumpulan Geely Motors dengan pencapaian jualan 709,400 unit menang tipis BYD (700,500 unit), menjadi juara jualan pengeluar kenderaan tempatan. Pendapatan kumpulan juga meningkat daripada 72.692 bilion Yuan tempoh sama tahun lalu kepada 83.776 bilion Yuan, merealisasikan pertumbuhan 15% berbanding tahun lalu; keuntungan bersih utama juga mencatat pertumbuhan 31% berbanding tahun lalu.

Namun sejak Mac, BYD memasuki tempoh pelancaran produk padat, juga melancarkan Bateri Blade generasi kedua dan teknologi cas pantas, mengambil semula inisiatif. Semi pertama, BYD dengan jualan 1.8085 juta unit kembali ke takal peneraju utama kenderaan tempatan, manakala Kumpulan Geely Motors dengan jualan 1.423 juta unit berada di kedua. Bawah Geely, Lynk, Zeekr masing-masing jual baharu 1.1004 juta unit, 144,200 unit dan 178,400 unit, antara tiga merek hanya Zeekr merealisasikan pertumbuhan jualan berbanding tahun lalu.

Situasi pertumbuhan jualan sama juga layak diprihatin adalah struktur produk. Pengurusan pernah berkata terang, model tahap pemula mengambil terlalu tinggi dalam jualan menyebabkan kecacatan keuntungan turun, adalah "kekurangan yang perlu segera diatasi".

Sekarang, pengeluar kenderaan belum buka laporan semi 2026, laporan kuartal pertama juga tidak buka komposisi pendapatan khusus, oleh itu tidak boleh kira pendapatan per unit dan perubahan keuntungan per unit. Namun Geely Motors yang bergantung model pemula untuk sokong skala jualan akan bagaimana imbangkan kenaikan skala dan penambahbaikan keuntungan, tetap masalah operasi pengurusan perlu diperhatikan berterusan.

 Geely Galaxy Sulit Elak Dilema "Harga Rendah untuk Kuantiti"

2025, Geely Galaxy sambut "pecah meletus" secara penuh, banyak model unggul prestasi cemerlang. Geely Xingyuan berturut-turut 7 bulan jualan pecah 40,000 unit, Galaxy M9 sejak September resmi tidak sampai 4 bulan kumulatif jualan hampir 40,000 unit, menjadi kuda hitam pasaran SUV hybrid kelas C.

Namun kerana pelancaran baharu relatif padat dan sebahagian wujud harga bertindih, sumber pelanggan tersebar model dalaman, usaha memodel Geely terus jualan tinggi menjadi sangat sukar.

Jualan Galaxy M9 (Gambar/Yiche)

Berdasarkan data Yiche, sejak tahun ini, jualan runcit bulanan Galaxy M9 lebih rendah berbanding tempoh jualan pertama, Januari dan Februari, model ini masih tahan 6,000 unit dan 5,000 unit lebih atas, Mac terus turun ke 3,773 unit, April, Mei jualan malah sekitar 3,000 unit, 5 bulan pertama kumulatif jualan runcit malah tidak sampai Zeekr 9X kelas 450,000 Yuan.

Menghadap persaingan industri semakin berat, merek Geely buka satu lagi serangan pelancaran padat baharu untuk rangkang jualan, Geely Galaxy malah menjadi utama utama pelancaran produk. Semi pertama, Geely Galaxy telah lancarkan sedan rumah Galaxy A7 EV dan Galaxy A7 EM 2026, SUV hybrid Galaxy M7 Jauh Jauh, sedan hybrid Galaxy Xinyao 7 MAX, kelas A0 kecil Geely Xingyuan baru, SUV luar bandar ringan Galaxy Cowboy 2026, SUV elektrik tulen Galaxy Starship 7 EV dan lain-lain, fokus susun 100,000 Yuan jalur harga.

Selepas mengalami jualan bulanan lima bulan pertama tahun ini turun berbanding tahun lalu, Jun Geely Galaxy akhirnya sambut jualan bulanan naik berbanding tahun lalu. Tetapi selidik sebab di belakangnya tidak susah dapati, Galaxy Xinyao 7 MAX, Galaxy Cowboy 2026, Geely Xingyuan baharu, Galaxy Starship 7 EV model popular dari pertengahan Mei mula meluncur, dan pada Jun lepaskan panas secara terkumpul. Dengan kata lain, merek Geely masih tidak boleh elak situasi gunakan baharu tumpahkan jualan.

Walaupun Xingyuan sendiri prestasi jualan kuat, sukar sekali bantu merek Geely lawan tekanan industri ke bawah masuk. Menjelang A0 kelas pasaran persaingan ketat bertambah, banyak model 100,000 - 150,000 Yuan dengan harga lebih rendah, konfigurasi lebih kaya, jarak lebih panjang, sentiasa hakim ruang hidup A0 kelas kenderaan pengangkutan. Geely Xingyuan perlu terima BYD Seagull, Leapmotor A10, Wuling Bingo PLUS sama kelas model tekanan persaingan, juga perlu hadap Leapmotor C10, Changan Deep Blue S05, Xiaopeng MONA L03 100,000 - 150,000 Yuan model kemungkinan aliran terasing. Selain itu, kereta ini mungkin juga dengan Galaxy Starship 7 EV model hasil persaingan dalaman.

Dan posisi Lynk, Zeekr merek agak pertengahan tinggi walaupun ada prestasi pasaran baik, dalam jumlah jualan Kumpulan Geely Motors bukan utama. Jika mahu berdiri semula tempat atas jualan merek tempatan, Kumpulan Geely Motors masih perlu untuk merek Geely bina lebih model kuat jualan berterusan.

 Menggunakan Pertambahan Luar Negara Penuhi Jurang Jualan Domestik?

Berdasarkan data diumumkan awal tahun, 2026, Kumpulan Geely Motors jualan keseluruhan sasaran 3.45 juta unit, sasaran jualan eksport 640,000 unit. Dengan pemisahan merek, Geely, Lynk, Zeekr merek masing-masing tanggung 2.75 juta, 400,000 dan 300,000 unit tugas jualan. Oleh itu semi pertama, Kumpulan Geely Motors keseluruhan jualan sasaran kadar capai 41.2%, Geely, Lynk, Zeekr merek masing-masing capai 43.2%, 36.1% dan 59.5%.

Pasaran luar negara menyumbang sebagian besar tambahan. Semi pertama, Kumpulan Geely Motors pecut pasaran global: Di kawasan Eropah fokus siapkan Sepanyol, Jerman, Belanda, Belgium, Luxembourg lima negara merek tanah, dan dengan Swiss pemimpin kumpulan pengedar capai kerjasama, tetapkan suku ketiga resmi masuk pasaran Switzerland; Di Asia Tenggara mendalam Indonesia, Malaysia, Vietnam pasar utama, lancarkan Lynk 900, Binyue, Haoyue L untuk tambah produk; Di Amerika Latin tanah kapasiti lokal, siap Xingyuan di kilang Brazil; Di Timur Tengah dan Tengah, Lynk 900 masuk Timur Tengah banyak negara, Galaxy model masuk Tengah pasar.

Persekutuan Pasaran Kenderaan Penumpang data terbaru, Jun jualan kenderaan penumpang domestik eksport (termasuk kenderaan siap dan CKD) tumbuh 82.3% ke 877,000 unit, mengambil 37% daripada jumlah jualan pengeluar kenderaan penumpang; antara itu kenderaan tenaga baharu eksport ambil 56.9% daripada jumlah eksport, dibandingkan tahun lalu naik 16 peratusan; merek tempatan eksport capai 763,000 unit, tumbuh 86%, semua industri eksport kekalkan keadaan tinggi.

Dalam latar belakang keseluruhan industri eksport semakin kuat, semi pertama, Kumpulan Geely Motors eksport tumbuh 158% ke 474,200 unit, skala setengah tahun sudah lampaui 2025 keseluruhan tahun eksport jumlah. Berdasarkan Laporan Kewangan Antarabangsa laporan dan Oriental Securities kajian laporan maklumat, berpunca pasaran luar negara pertumbuhan luar jangkaan, selanjutnya kumpulan dalam dua kali naik eksport sasaran pegangan, dari 640,000 unit naik ke 750,000 unit, naik lagi ke 900,000 unit, tunjukkan semi pertama kumpulan eksport sasaran kadar capai melebihi separuh.

Tetapi perlu diketahui, walaupun besar naik eksort sasaran jualan, Kumpulan Geely Motors sebenarnya tidak keluarkan maklumat naik keseluruhan sasaran jualan.

2025, Kumpulan Geely Motors kumulatif jualan 3.0246 juta unit, antara itu meliputi eksport jualan 420,100 unit, bersamaan tahun lalu jualan domestik 2.6045 juta unit sekitar. Dengan eksport indikator terkini mengukur, 2026 kumpulan ini dalam negeri perlu jual 2.55 juta unit baharu capai keseluruhan sasaran, dibandingkan tahun lalu jualan domestik malah berkurang hampir 55,000 unit.

Dengan Persekutuan Pasaran Kenderaan Penumpang data, Jun, A00 dan A0 kelas ekonomi kenderaan elektrik pasaran tekanan besar, A00 kelas model jualan borong 77,000 unit, turun berbanding tahun lalu 50%, turun berbanding bulan lalu 11%, ambil 8% daripada jualan kenderaan elektrik tuju, dibandingkan tahun lalu turun 11.9 peratusan; A0 kelas model jualan borong 314,000 unit, ambil 32% daripada jualan kenderaan elektrik tuju, tumbuh berbanding tahun lalu 9 peratusan; A kelas jualan borong 236,000 unit, ambil 24% daripada pasaran elektrik tuju, turun berbanding tahun lalu 2.7 peratusan.

Dan merek Geely bawah kenderaan tenaga baharu model banyak berada dalam A00-A kelas pasar, jualan tenaga baharu domestik dengan pasar terbahagian itu fluktuasi terikat tinggi, struktur pasar kenderaan ekonomi elektrik penyesuaian, juga terhadap merek pasar domestik pertumbuhan irama bentuk kesan terus.