吉利的戰略概況

吉利推出面向豪華車和大眾車的電動汽車品牌，引入新的電動汽車技術，生產電動汽車關鍵零部件，打造大眾化電動汽車（EV）。）市場加速增長。

本報告調查分析吉利的戰略概況、戰略要求、增長機會分析、吉利控股集團概況、品牌前景、品牌案例、網聯汽車、自動駕駛汽車、共享出行、提供電動汽車戰略信息等。

目錄

戰略要求

• 為什麼增長變得越來越困難？
• 戰略要點 8 (TM)
• Strategic Essentials 8 (TM) 對吉利汽車的影響
• 增長機會推動增長管道引擎 (TM)

執行摘要

• 吉利控股集團-品牌管理
• 吉利控股集團-品牌概況
• 吉利控股集團-車型陣容：SUV、旅行車、MPV
• 吉利汽車集團-銷售業績：按品牌分類
• 吉利汽車核心轉型路線圖
• 案例戰略-技術合作
• 吉利的出行生態系統

增長機會分析

• 吉利的戰略佈局
• 主要增長支柱
• 增長動力
• 增長限制

吉利控股集團概況

• 吉利控股集團-發展歷程
• 概況-吉利汽車集團
• 概況-吉利科技集團
• 概況-MiTime Group
• 吉利控股集團-車型陣容：轎車和掀背車
• 吉利控股集團-全球銷售標桿
• 吉利控股集團-銷售業績：主要銷售國家
• 吉利控股集團-全球佈局
• 吉利控股集團-企業戰略與願景
• 吉利控股集團-行動計劃與未來展望

品牌展望-吉利汽車集團

• 吉利汽車集團-關鍵數據：2021
• 吉利汽車集團-銷售業績總結
• 吉利汽車集團-英雄傳說
• 與沃爾沃汽車的合作
• 領克公司
• Lynk & Co-Club
• Lynk & Co-World 位置
• 領克聯名產品陣容
• 齊克爾
• Zeekr 生態系統
• Zeekr-世界位置
• 齊克爾 001
• Zeekr-產品陣容
• 幾何
• 幾何-產品陣容
• 質子
• 質子世界位置
• Proton-產品陣容
• Proton City-智慧城市概念
• 蓮花集團
• Lotus Vision 80 全球擴張路線圖
• Lotus-產品陣容
• 聰明

吉利內部技術組

• 吉利iNTEC
• iNTEC吉利Gpilot智能網聯駕駛戰略
• CEVT 在吉利的作用
• CEVT-外部合作與研究重點
• CEVT-外部協作和主要亮點

品牌戰略

• 智能吉利2025
• 目標：到 1-2025 年集團銷量達到 365 萬輛
• 目標2-超過25款智能汽車產品推動智能出行
• 目標 3——未來產品開發的模塊化架構
• 目標 4-智能和可持續製造
• 目標5-軟件定義汽車
• 目標 6-可持續出行解決方案
• 新能源戰略-藍色吉利行動計劃

案例策略

• 案例戰略-吉利汽車技術發展夥伴生態系統
• CASE技術介紹時間表-主要活動

聯網汽車戰略

• 吉利的互聯計劃
• ECARX-吉利智能網聯技術提供商
• 吉利 GKUI 智能生態系統實現無縫連接
• 互聯駕駛戰略-合作夥伴
• 吉利汽車互聯網網絡安全實驗室
• 車聯網內部產能分析
• 聯網汽車倡議-要點

自動駕駛汽車策略

• 吉利的自動駕駛計劃
• 吉利 G-PILOT
• 自動駕駛策略
• 吉利戰略——自動駕駛的未來
• 自動駕駛市場現狀-合作夥伴與價值鏈
• 自動駕駛內部能力分析
• 自動駕駛倡議-要點

共享出行策略

• 吉利共享出行計劃概覽
• 曹操出行-中型網約車服務
• 曹操出行-N3戰略
• StarRides-豪華網約車服務
• 共享汽車的微城&小嶺溝（EVcoming）
• 移動服務的擴展——高速列車
• 飛行汽車和無人機業務
• 戴姆勒飛行汽車-Volocopter
• Volocopter-Air出租車服務理念
• Geespace-吉利對衛星星座的渴望
• Geespace-主要運營重點領域
• Geespace-未來展望
• 超音速列車倡議
• 共享出行功能分析
• 共享出行倡議-關鍵點

電動汽車戰略

• 電動汽車願景
• 吉利電動汽車計劃概述
• 雷神動力-世界動力總成品牌
• 電池更換站-電池即服務
• EV 戰略-合作夥伴
• 電動汽車電池生產基地
• 電動汽車電池戰略-合作夥伴
• 平台戰略
• 東南亞平台
• CMA 平台
• BMA平台
• 內部電動汽車產能分析
• EV 倡議-要點

增長機會宇宙

• 增長機會1-天地一體化通信
• 增長機會 2-來自電動汽車領域的市場增長
• 增長機會3-直接消費領域的新商業模式和新流動性

下一步

• 下一步
• 為什麼是 Frost，為什麼是現在？
• 圖表列表
• 免責聲明

Future Growth Opportunity in the Mobility Ecosystem to be Driven by the Company's Expansion into Chips, Flying Cars, and Satellites

This profile aims to provide a strategic overview of Geely to identify and analyze the factors that contribute to the success of the organization. Traditional original equipment manufacturers (OEMs) are actively electrifying their product line-ups, making the industry competitive and fragmented. Geely is accelerating its growth in the popular electric vehicle (EV) market by launching pure-play EV brands that cater to both the luxury and mass-market segments, introducing new EV technologies, and manufacturing key EV components. The company has formed alliances and entered into joint ventures with leading technology companies like Baidu and Foxconn to manufacture EVs and software-powered cars catering to the connected, automated, shared, and electric (CASE) trends. Geely is committed to transforming into a mobility technology company as part of its "Smart Geely" initiative to become a key market player in the changing automotive ecosystem.

This study provides an overview of Geely's services and products and its role in the automotive industry and analyzes the strategies it has adopted for vehicle and technology manufacturing. It examines the company's corporate structure, growth strategy, technology roadmap, and sub-brand profiles. The study also analyzes the company's innovation and investment portfolios, which are expected to shape the future of Geely in the mobility sector.

Overall, this research service seeks to:

• Take a deep dive into the company's key operational strategies with a focus on the corporate structure, corporate strategy, CASE strategies, manufacturing strategies, and sales performance.

• Provide an overview of Geely's product portfolio, including product planning, platform development, as well as positioning.

• Discuss the role of Geely in shared mobility, autonomous driving, connectivity, and urban air mobility.

• Explore the brands and technology groups under Geely and understand the company's vision in the overall automotive industry and mobility ecosystem.

• Identify the factors that will challenge and benefit Geely in the automotive industry.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of Strategic Imperative 8™ on Geely Auto
• Growth Opportunities Fuel the Growth Pipeline Engine™

Executive Summary

• Geely Holding Group-Brand Management
• Geely Holding Group Brand Overview
• Geely Holding Group-Model Line-up: SUV, Wagon and MPV
• Geely Auto Group-Sales Performance by Brand
• Geely Auto's Roadmap to Core Transformation
• Case Strategy-Technology Partnerships
• Geely's Mobility Ecosystem

Growth Opportunity Analysis

• Strategic Profiling of Geely
• Key Growth Pillars
• Growth Drivers
• Growth Restraints

Overview of the Geely Holding Group

• Geely Holding Group-History
• Overview-Geely Auto Group
• Overview-Geely Technology Group
• Overview-MiTime Group
• Geely Holding Group-Model Line Up: Sedans and Hatchback
• Geely Holding Group-Global Sales Performance Benchmarking
• Geely Holding Group Sales Performance-Top Selling Countries
• Geely Holding Group Sales Performance-Top Selling Countries (continued)
• Geely Holding Group-Global Locations
• Geely Holding Group-Corporate Strategy and Vision
• Geely Holding Group-Action Plan and Future Outlook

Brand Outlook-Geely Auto Group

• Geely Auto Group Key Statistics, 2021
• Geely Auto Group-Sales Performance Overview
• Geely Auto Group-Global Footprint
• Collaboration with Volvo Cars
• Lynk & Co
• Lynk & Co-Club
• Lynk & Co-Global Locations
• Lynk & Co-Product Line Up
• Zeekr
• Zeekr Ecosystem
• Zeekr-Global Locations
• Zeekr 001
• Zeekr-Product Line-up
• Geometry
• Geometry-Product Line-up
• Proton
• Proton-Global Locations
• Proton-Product Line-up
• Proton City-Smart City Concept
• Proton City-Smart City Concept (continued)
• Lotus Group
• Lotus Vision80-Roadmap to Global Expansion
• Lotus-Product Line-up
• Smart

Technology Groups inside Geely

• iNTEC from Geely
• iNTEC from Geely (continued)
• iNTEC Geely Gpilot Intelligent Connected Driving Strategies
• CEVT Role in Geely
• CEVT-External Collaborations and Research Focus
• CEVT-External Collaborations and Research Focus (continued)
• CEVT-External Collaborations and Key Highlights

Brand Strategy

• Smart Geely 2025
• Smart Geely 2025 (continued)
• Goal 1-3.65 Million Units Group Sales by 2025
• Goal 2-25+ Smart Vehicle Products to Drive Smart Mobility
• Goal 3-Modular Architecture for Future Product Development
• Goal 4-Smart & Sustainable Manufacturing
• Goal 5-Software Defined Cars
• Goal 6-Sustainable Mobility Solutions
• NEV Strategy-Blue Geely Action Plan

CASE Strategy

• CASE Strategy-Geely Auto Technology Development Partnership Ecosystem
• CASE Technology Deployment Timeline, Major Activities

Connected Vehicle Strategy

• Geely's Connected Initiatives
• ECARX-Intelligent and Connected Technology Provider for Geely
• Geely's GKUI Smart Ecosystem For Seamless Connectivity
• Connected Driving Strategies-Partnerships
• Connected Driving Strategies-Partnerships (continued)
• Geely Internet of Vehicles Network Security Laboratory
• Connected Vehicles In-house Capability Analysis
• Connected Vehicle Initiatives-Key Takeaways

Autonomous Vehicle Strategy

• Geely's Autonomous Initiatives
• Geely's G-PILOT
• Autonomous Driving Strategies
• Autonomous Driving Strategies (continued)
• The Geely Strategy-Autonomous Driving Future
• Status of Autonomous Driving Market-Partners and Value Chain
• Autonomous Driving In-house Capability Analysis
• Autonomous Driving Initiatives-Key Takeaways

Shared Mobility Strategy

• Geely's Shared Mobility Initiatives Overview
• CaoCao Mobility-The Mid-range Ride-hailing Service
• CaoCao Mobility-N3 Strategy
• StarRides-Luxury Ride-hailing Service
• Microcity & Xiaolinggou (EVcoming) for Car Sharing
• Mobility Service Expansion-High-speed Train
• Flying Cars & Drones Business
• Flying Cars & Drones Business (continued)
• Flying Car-Volocopter with Daimler
• Volocopter-The Air Taxi Service Concept
• Geespace-Geely's Aspiration for a Satellite Constellation
• Geespace-Key Operational Focus Areas
• Geespace-Future Outlook
• Supersonic Train Initiative
• Shared Mobility Capability Analysis
• Share Mobility Initiatives-Key Takeaways

EV Strategy

• EV Vision
• Geely's EV Initiatives Overview
• Leishen Power-Global Powertrain Brand
• Battery Swapping Stations-Battery-as-a-Service
• EV Strategies-Partnerships
• EV Strategies-Partnerships (continued)
• EV Battery Manufacturing Locations
• EV Battery Strategies-Partnerships
• Platform Strategies
• SEA Platform
• CMA Platform
• BMA Platform
• In-house EV Capability Analysis
• EV Initiatives-Key Takeaways

Growth Opportunity Universe

• Growth Opportunity 1-Integrated Space and Ground Communication
• Growth Opportunity 1-Integrated Space and Ground Communication (continued)
• Growth Opportunity 2-Market Growth from EV Segment
• Growth Opportunity 2-Market Growth from EV Segment (continued)
• Growth Opportunity 3-New Business Models In Direct Consumer Segment & New Mobility
• Growth Opportunity 3-New Business Models In Direct Consumer Segment & New Mobility (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer