Text | Jiang Xiaohua
In December 2021, the penetration rate of new energy vehicles in China's auto market reached 20% beyond the industry's expectations. This is a much faster-paced result than expected, and has become the most eye-catching material on the management conference table of all large car companies at the beginning of the new year.
Although around the Spring Festival, lithium battery giants have seen a sharp correction in the capital market, in the real industry, the market's view of the acceleration of new energy vehicles is still very consistent——— the market penetration rate of new energy vehicles will continue to rise at a higher than expected rate. The so-called industry transformation tipping point, which was originally widely predicted in the industry, has also been significantly advanced from 2025.
In the past few years, the Chinese automobile company "one brother" Geely Automobile has been concerned because of the data and actions of new energy vehicles, which seem to be a little slow, after all, the world's martial arts, only fast and not broken, is the mainstream perspective of eating melons.
But Geely, which aims to "let Geely automobiles travel all over the world", really has not kept up with the rhythm of the new energy wave?
In 2022, Geely Automobile Group CEO Gan Jiayue answered this question with an inflammatory and earnest Chinese New Year message. 2022 is also the year of Geely Automobile's established new energy vehicle outbreak.
First of all, we need to clarify that the new energy of automobiles is not an adjustment of the product line or a transformation of the product system for an automobile company with a mature scale or above, but a real industrial transformation driven by the transformation of the enterprise. Turning well is infinite spring, and turning bad is the winter killing game.
This covers almost all areas of a large-scale enterprise with tens of thousands of people.
Therefore, if we stare at the sales figures of "Wei Xiaoli" in which month can determine the advantages and disadvantages of these new people in the industry, then the transformation of large car companies is definitely not just a temporary sales data and product quantity.
The New Year message read by GanJia is called "Releasing the Glory of Every Geely Person", and this message first sets a tone - Geely Automobile is already in the midst of new energy changes, puts forward distinct scientific and technological requirements for enterprises, and is ready for enterprises.
After completing the strict planning of Intelligent Geely 2025, completing the equity incentive setting of 350 million shares of Geely Automobile, and preparing for Raytheon Power with the world's leading level, Geely Automobile has prepared for the system and basic technology of enterprise technology.
In Ganjiayue's view, with these preparations in place, the automotive industry, which is full of changes and accidents, is the spring that Geely is most looking forward to. And every auspicious person can find his own stage to shine in this spring.
Secondly, new energy and intelligence are intertwined, inseparable two major trends, without full intelligent evolution of new energy vehicles, is not can represent the future of new energy vehicles.
In the past three years, Geely Automobile's achievements and preparations in intelligence are the most productive and resolute of the large car companies within sight.
In recent years, Geely Automobile has broken the industry fallacy that fuel vehicles cannot be highly intelligent, and subverted the standard in the most heartfelt area of the automobile market with the Chinese star series products in one fell swoop. And quickly covered most models of intelligent results, realizing the ability to collect and analyze big data in the market dominated by fuel vehicles.
While exploring breakthroughs, Geely quickly combined the intelligent achievements with automotive technology to form an architecture, and blessed the architectural advantages that have been formed to the new route of the industry of product intelligence, which is the era of user products, creating the most concentrated product intelligent application field, and realizing the rapid productization of user demands has laid an advantage that is difficult for other enterprises to achieve.
After these attempts and preparations, there is a complete smart Geely 2025 grand strategy.
The third point is the establishment of an integrated development trend between the open cooperation of enterprises and the endogenous breakthrough of core technologies.
Although the overall change of the new energy change to the automotive industry is still difficult to say the end, its specific changes to the entire industry in terms of connotation and extension have begun to emerge. At the heart of this is the breaking of the circle of industry participants and the diversification of ways of partner cooperation.
Geely Automobile, which has successfully completed the most spectacular international merger and acquisition case in the history of automobiles, has a clear advantage in open cooperation and experience, which gives them obvious advantages in this industry change. At the level of open cooperation, Geely Automobile is the one that pursues leading technology, the most pursuit of the layout of the large-scale travel industry, and the one who dares to try new and drop, and the diversity and innovation in the form of cooperation are also the highest.
At the same time, Geely Automobile also emphasizes the most without hesitation that Geely must personally enter the game and become the creator and master of the most core technology in the industry in the new era. Intelligent architecture self-research, chip self-research, big data system self-construction, etc., not only from the aspects of human resources, enterprise system and strategic direction to fully mobilize and promote the core technology self-construction, but also through the entry into the mobile phone industry and other ways, from the root to make up for the shortcomings of automobile enterprises in intelligence and big data.
This is where the gan family reads and trains Geely's own scientists, mobilizing the creative enthusiasm of every Geely person. Scientists shape the basic advantages and souls of technology companies, and Geely people who release brilliance must shine in the core link of market competition to create user applications. Gan Jiayue even said bluntly that this year's Shufu Award should be awarded to Geely people who have outstanding achievements in user applications.
Finally, in the layout of new energy, Geely's idea is a sustainable new energy route, and from the beginning to avoid participating in the new energy competition that cannot really solve the pain points of users.
In January 2022, Geely Automobile completed the sales of 146,380 new cars, and achieved a face-saving start with the sales of more than 25,000 high-value China Star series products.
In addition, in January, Geely Automobile completed the sales of 17,928 new energy products, accounting for 12.2% of all sales. Sales of pure electric models surged 641% year-on-year.
In the smart Geely 2025 strategy released last year, Geely Automobile will launch a new energy plug-in hybrid product with a pure electric endurance of 200 kilometers on a large scale this year, which is one of the core achievements of Raytheon Power at this stage.
With the launch of these high-quality products that can be used for electricity and oil, and can be far away from the city, Geely's new energy territory can be regarded as a complete rollout. This hybrid technology, in the comparison with the same technology of toyota, the originator of hybridization, has obvious advantages in many links.
It is foreseeable that the sales proportion of Geely's new energy product series, which has accumulated and developed, will basically equal the penetration rate of new energy vehicles in the rapidly developing industry this year.
In the entire strategic cycle of smart Geely 2025, Geely New Energy will quickly rise with systematic advantages.
As Gan Jiayue said, over the past thirty years, Geely has done things and sought development, and has always insisted on emancipating the mind and seeking truth from facts. In the face of the unprecedented changes in the industry in a century, it is even more necessary to further emancipate the mind and seek truth from facts.
Emancipating the mind is not to make a fool of oneself, but to stimulate courage and creativity; to seek truth from facts means to base oneself on one's own advantages and to lead the times. Dare to be geely's insistence on emancipating the mind and seeking truth from facts is the spiritual basis for practicing geely automobile's brand concept of "great because of happiness".
Dare to do the same, but also dare not to do. Geely's current choice in the new energy change is to find out the development law of new things, dare to be the first, and dare not to be envied.
At the beginning of 2022, we can already clearly see that many companies, whether it is the whole vehicle or the industrial chain, have harvested the first bucket of gold in the new energy vehicle change, and may still rely on their own advantages to upgrade themselves to a new industrial height, and only from the market point of view, Geely seems to be slow.
However, after removing the messy noise of the emerging new industry, it is not difficult to see that Geely has completed a solid layout from multiple dimensions that are most in line with the law of industry change. A systematic, positive response to pain points, in the enterprise technology, product intelligence, open cooperation without boundaries of the new energy layout is truly in line with the expectations of the times of the travel enterprise layout.
This is the answer sheet given by Geely in the first stage of the new energy change, and it is also the spring that Ganjia reading enthusiastically depicts to all Geely people.