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Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?

author:Agui looks at the car

Recently, the Geely Galaxy Army drove out at full speed, which has aroused widespread attention and discussion in the industry. And listen to the big coffee of the Auto Elephant Self-Media Federation, how to analyze this.

Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?
Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?

"A Gui looks at the car" Ling Yugui:

Is Geely Galaxy L7 a gram new energy vehicle or a gram capital market?

On February 23, Geely's mid-to-high-end new energy series Galaxy officially released 7 new models within two years, of which 4 are hybrid models and 3 are pure electric models. From the perspective of models, Geely Galaxy has completed the comprehensive coverage of products from A0 to D in the sedan and SUV market by using the concept of "new energy architecture to build cars", which is not difficult to see Geely's ambition and determination to switch to the new energy market. At the same time, Geely also released a series of black technologies such as the Aegis battery safety system, the Raytheon electric hybrid 8848 and the new vehicle system "Galaxy N OS".

For a time, about Geely Galaxy L7 is the strongest electric hybrid of 200,000 levels, Geely Galaxy L7 was born to smash BYD and so on... Brother Guigui seems to see the entire galaxy of new energy vehicles, and only a group of cars are left looking up; It is also as if it has seen Geely Galaxy L7 hegemony reconstructing the new energy vehicle market, and even dominating or even dominating new energy vehicles.

What is the strength of the Galaxy L7? Brother Guige thinks that this problem can be left to the market to verify, of course, from a personal point of view, Brother Guige also sincerely hopes that the performance of Galaxy L7 can beat the extreme Krypton 001 and become a veritable new energy hot-selling model.

However, what is shocking is that capital does not seem to buy Galaxy L7, on February 23, Galaxy L7 released, Geely stock fell 5.43% on the 24th, closing at 10.8 yuan; on the 27th, it fell by 0.74%, closing at 10.72 yuan; according to the closing price of 11.42 yuan on the 23rd, 10.057 billion shares, Geely Galaxy L7 brought losses to Geely stocks as high as 7.030 billion yuan, if you add the loss on the 28th is as high as 13 billion, this price is not small.

Brother A Gui doesn't know what the logic of capital is, but such a meeting gift is believed to make Galaxy L7 under great pressure.

"Auto Converter" Luo Yu (2023 rotating chairman of Auto Elephant Self-Media Federation):

Geely Galaxy Thunderball, and comes with a "moat"

Before Galaxy, I have to say that Geely is already the veritable best at dream-making and dream-fulfillment among Chinese car companies, whether from Lynk & Co, Extreme Krypton, Radar, or from China Star and Milky Way, all show Geely's daring to think and do.

What can give Geely Galaxy enough confidence is first of all technology. The Aegis battery safety system, the new generation of Raytheon hybrid 8848, and the new operating system "Galaxy N OS" are all heavy and innovative.

With technology, there is the confidence to create high value for products, which is true in the era of fuel vehicles and the era of new energy vehicles.

It can be said that by gathering the cutting-edge technology of Geely's global system, Geely Galaxy formed its own technical barriers and moats as soon as it was born.

Geely Galaxy is most different from other car companies in its "space-ground integration" car manufacturing concept. Thanks to Geely's accumulation of technologies in aerospace system engineering, cloud computing, Internet of Things, artificial intelligence, quantum communication, navigation and positioning, Geely's "space-ground integration" travel ecology has been successfully launched in the form of "one arrow and nine stars", guided by the "Sky Eye" satellite, supported by computing power provided by the "Super Brain" intelligent computing center, and freely linked with intelligent everything.

For the Galaxy series, Geely has high hopes and the action is thunderous enough. Seven products will be launched in the next two years, of which the first electric hybrid SUV Galaxy L7, the first electric hybrid sedan Galaxy L6 and the first pure electric product E8 will be delivered within this year.

Whether it is the L series of intelligent electric hybrid or the E series of intelligent pure electricity, Geely Galaxy is aiming to go all out and change the battle situation.

From the perspective of time nodes, although the head gun L7 is slightly hasty in product styling, in terms of overall strategy, it is a timely and strong launch, which is by no means a whim, all in order to strategically fulfill the blueprint of "Smart Geely 2025".

Geely, who insists on doing the hard but right thing and "gives value to the car", will send chills down the spine of any opponent.

"Uncle Zhong drove the road" Xu Zhong:

It's good to have more children... It's lively!

With the release of Galaxy, Geely teased BYD on the name, but other than that, there is nothing else worth shouting about.

Independent brands frequently launch new cars, new series, and even new brands, but find a suitable and legitimate reason to continue to test the waters. The current stage of vigorous development of new energy, the same as the development of fuel vehicles by independent brands 20 years ago, Great Wall, Changan, and BYD are doing the same thing, no need to fuss.

However, from the perspective of Geely's technical reserves in the field of new energy, although the Galaxy series has high hopes, it still has a long way to go. At present, the strongest domestic three electric technology is BYD, and it has planted the impression of "technical house" in people's minds, so it is easier to tell high-end stories. But the key here is not just the technology, but the impression. Great Wall Lemon Hybrid is the strongest hybrid system at the moment, however, not many people know or believe this.

In the final analysis, we all hope that our own brands can overtake in a straight line in the new energy era, and then soar into the sky and pick up the galaxy. But you can't eat the meal bite by bite, and this pre-dinner story must also be told.

Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?

"Che Mile" Wang Zhiliang:

Geely will be reborn and go all the way up

Galaxy Army is newly released. This move signifies that Geely is continuously improving its product strength and creating new value for the brand.

The enhancement of product and brand value is inseparable from the deep cultivation and layout of the company's technology. Especially in the context of the wave of new energy sweeping the global automotive industry, Geely Galaxy's release is to create an "intelligent ecological chain" that is different from other brands.

From a technical point of view, Geely's existing Aegis battery, Raytheon electric hybrid 8848, Galaxy NOS, etc. have built the technical support required for future new products.

Among them, Geely's "Aegis Battery Safety System" aims to prevent spontaneous combustion of battery cells, and at the same time builds a set of security protection systems that integrate architecture, vehicle, intelligent control, and cloud, and achieves the ultimate in safety through multiple shields such as "architecture ten-grid patent, vehicle cage protection, fast charging safety and worry-free, and BMS3.0 'Battery Doctor' intelligent control system".

Geely's sales target for new energy vehicles in 2023 is 600,000 units. From Extreme Krypton 001 to the miniature pure electric car Panda MINI, and then to the "Galaxy" brand, Geely New Energy has accelerated its progress.

From the brand level, Geely New Energy currently has a number of new brands such as Geely, Lynk & Co, Geometry, Extreme Krypton, Rui Blue, Rado and the just-released Galaxy, and the lineup of Geely New Energy has gradually become complete. And Galaxy is obviously a higher level of Geely's new energy development strategy. Next, whether Galaxy can make a breakthrough in sales is very critical.

Independent brands transform into new energy, stable supply chain system, high-value brand power, and leading intelligent technology are indispensable. At present, the automobile industry has entered a period of deep structural adjustment, and independent brand car companies need to seek greater breakthroughs in product competitiveness, brand influence and pressure resistance. In order to maintain steady progress in the increasingly volatile market competition environment, we must go all out to "new". On the track of youth and high-end, Geely will be reborn and go all the way up.

"Zhongshi Auto" Zhang Shaojie:

The Galaxy Corps is driving out at full speed, and Geely needs to take into account the perception of consumers!

A few days ago, the Geely brand's new mid-to-high-end new energy series "Geely Galaxy" was officially released. Of course, some people attribute Galaxy to Geely's new brand, and I think the reason is that Geely already has multiple new energy sub-brands, which will give people a feeling of "more children are good to fight". However, please note that Geely's official label is "new mid-to-high-end new energy series", not "new brand", which can also show Geely's cautious attitude. Obviously, Geely Automobile hopes to further label its new energy products through the Galaxy series, so as to sort out Geely's existing product line and become Geely's parent brand, laying the foundation for a better comprehensive transformation of new energy in the future.

Judging from the message conveyed by the entire press conference, Geely hopes to build the Galaxy series into a high-value new energy vehicle, whether it is its latest core technology or new sales model, it is showing this. In fact, product upward and brand upward is also the direction Geely has been working hard in recent years. In 2022, Geely Automobile achieved a total of 1.433 million vehicle sales, of which 354,000 were new energy vehicles and hybrid vehicles, accounting for about 24.7% of the total sales, and the annual new energy penetration rate tripled compared with 2021. In 2023, Geely aims to have 1.65 million units, of which new energy vehicles will increase by 100%. There is no doubt that such growth pressure is very large, and the birth of Geely Galaxy highlights Geely's ambition to seek scale in the new energy market.

"Only high-value new energy vehicles" is the ultimate definition of Geely Galaxy series. But I personally think there is a point that needs attention, that is, how to make consumers clearly understand this high value, after all, the vast majority of consumers have not tried many cars like us media people, and there is a value anchor for all aspects of the quality of the vehicle. Whether consumers are willing to pay more for better products or want to spend less on products that are almost sufficient is a headache. Although Geely has labeled Galaxy as "high value" and "mid-to-high-end", whether Galaxy can help Geely open up the situation in the mainstream new energy market of the masses remains to be seen.

Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?

"Three drivers" Liu Zhixiang:

Geely played a big chess game, and the competition for intelligent electric vehicles between China and the United States was fully opened

I would like to ask two questions, which countries have the strongest strength in the field of new energy vehicles? In the field of intelligent new energy vehicles, which countries have the strongest strength? In fact, the answer to both questions is the same, there are only two countries: China and the United States!

The United States now has Tesla, the strength everyone knows, the current strength of all our new energy vehicle companies, may not be comparable to Tesla. We must admit this reality, so how should we deal with the fact that Apple and Microsoft are going to end next? On February 23, Geely Automobile released the Galaxy New Energy Strategy, which is very explosive and gives us the hope of competing with American companies in the same high dimension.

The intelligent core part of Geely Galaxy strategy is the space-ground integration Galaxy intelligent driving solution. This is the only hard power that can wrestle with Tesla at present. It has two very important basic supports: one is the integrated ecology of space and space, and the other is the powerful cloud computing ability.

There is a consensus in the industry, Tesla in addition to the manufacturing technology far ahead, but also their unique Starlink satellite communication system, it can be said that Tesla is really building its own space-space integrated ecology, the car as an intelligent terminal in this ecology to apply.

However, everyone also knows that Geely also has its own satellites, and they plan to complete the networking of 72 low-orbit satellites in 2025, which can realize three-dimensional and multi-dimensional intelligent applications such as satellite communication, navigation, and remote sensing technology, of which positioning is at the centimeter level, which is powerful. This layout should be very forward-looking for traditional car companies.

Smart Geely 2025" strategy in a series of planning and construction of chips, operating systems, cloud computing centers and satellite networks, many people think that they are bragging about satellites, in fact, they have built an intelligent infrastructure for real money, so Geely Galaxy can become an intelligent terminal that integrates space and earth and connects all things.

In addition, Geely's self-built cloud computing center has a total computing power of 8.1 billion times per second, which can provide R&D and data support for all links in the automotive ecological chain. For example, 1 day can simulate 100,000 kilometers of intelligent driving training, such as some cloud management rapid response, in short, the application is too extensive. With the future intelligent infrastructure, Geely Galaxy can make a breakthrough in intelligence.

Geely has always been one of the most globally oriented enterprises among China's national automobile brands. After the release of their Galaxy strategy, we suddenly found that they were far more targeted than we expected. Perhaps, in the fierce competition environment of global new energy vehicle intelligence, Geely can take the lead and compete with American companies such as Tesla, Microsoft, and Apple in a higher dimension to win more time for Chinese car companies. China's new energy vehicle strategy, with the unity and efforts of our national enterprises, will surely drive the global automotive industry to achieve new breakthroughs.

"W Power" Yan Yan:

The Milky Way is a parallel universe

Geely has repeatedly emphasized that Galaxy is not a new brand, but a new product series, but the LOGO is new, the design ideas are new, including various hardware and software intelligent solutions, all like a brand new brand logo. This shows that Geely does not want to "switch" new energy under the halo of the original fuel vehicle, but hopes that the new energy and fuel vehicle will be separated, and then parallel to start a new story.

The advantage of this is that in the new market of new energy, it can give this part of users who can accept new things enough freshness, on the other hand, it is to lose some baggage to move up more easily. We see that Geely has simultaneously released black technologies such as Aegis battery safety system, Raytheon electric hybrid 8848, and "Galaxy N OS" car machine, which are killer tools, and they are things that support face.

With these freshness and technological empowerment, according to Geely's prediction, the main price of Galaxy will be between 150,000 and 300,000, which is just the gap between the Geely brand, which is mainly based on fuel vehicles, and the Geekr brand, which focuses on high-end new energy.

It is not difficult to guess that with the transformation of the new energy era, the share of the Geely brand gradually shifted to Galaxy, and Geely's upward movement was inadvertently completed. At that time, Geely was still the same "Geely", but it was not the original "Geely". Ever heard of quantum entanglement in parallel universes? I kind of understand why the Milky Way is called the Milky Way.

Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?

"Nice good car" Li Yunkai (2023 rotating secretary general of Auto Elephant Self-Media Federation):

Geely Galaxy, infinitely close to the brand's product lineup

Geely's new energy brand has almost covered the main market segments, so do you still need Galaxy?

The answer is very much needed.

Galaxy is an independent logo, independent model design, and in the future, there will be independent channels, and its operation mode is close to an independent brand.

But at the end of the day, Galaxy is still a product family.

Geely New Energy's existing products have the problem of overlapping positioning and repeated cognition, and the arrival of Galaxy can reorganize Geely New Energy product series.

So, as an emerging product line, will Geely Galaxy be optimistic?

Don't worry about product strength.

Whether it is the smart electric hybrid L series or the smart pure electric E series, it will be based on Geely Galaxy's series of subversive new energy electrification technologies, and the products have higher technical content and value strength.

Geely's "Galaxy N OS" system will also provide a full-scene and more responsive interactive experience for Geely Galaxy products.

Lin Jie, senior vice president of Geely Automobile Group, said that Galaxy is a series, allowing Geely Auto to stay focused, focus on one Geely, and make the parent brand bigger and stronger.

For example, among the fuel vehicle products, there is the CMA architecture "China Star" series with Volvo technology, and the arrival of Geely Galaxy can make Geely new energy products more cohesive and undefeated in the future competition.

"The hero gets on the car" Ren Hui:

The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy war?

In the era of electrification, Geely Galaxy will represent China's new energy vehicles to hit the higher-level market.

I believe that many people will be shocked after watching the launch of Geely brand's new mid-to-high-end new energy series "Geely Galaxy", because the appearance of "Geely Galaxy" is not only to release new brands or new products, but to display a series of subversive new energy electrification technologies including 7 new models, Aegis battery safety system and Raytheon electric hybrid 8848, as well as the new automotive operating system "Galaxy N OS", so it can be seen that this is something that Geely Automobile Group has been planning for a long time.

In addition to the shocking press conference, we also know that Geely Automobile is currently the only car company among its own brands that can create the most successful high-end products in the two different sectors of traditional fuel and new energy, and its case is as a high-end brand "Lynk & Co" in the new era, and a high-end intelligent electric brand "Extreme Krypton". Therefore, the appearance of "Geely Galaxy" is not only a concentrated display of Geely's own cutting-edge technology, but also a practical action to implement the "Smart Geely 2025" strategy, and lead China's new energy vehicle market into a new stage of development with upward value

"Ghost Fighting Car" Wang Kuijun:

It's okay to go high-end, but the way to have more children and fight in groups is worth exploring

Recently, China's independent luxury brands are not lively, and the names are also bigger than the other: first there is a look-up, then the Milky Way, and then there is the Martian architecture, the media joked that there will be a cosmic brand "cigarette" later, oh is the cosmic brand car? Of course, this is all a joke, in fact, from the name point of view, these independent brands do have a high-end atmospheric name, but what are the highlights that can really make consumers remember? Product premium space is not only as simple as the upper configuration, brand accumulation and spillover service items, and even the identity and status of identity, often not only given by the product itself, there are many services that need to be improved in the later stage. It seems that the success of Hongqi cannot be replicated, because the image and status of Hongqi in the minds of Chinese people is fixed, but the time that Galaxy needs to build seems to take longer, and on the road to new energy brands, Geely has previously continuously created dazzling brands such as Polestar, Geometry, Polar Krypton, Rui Blue, Radar, SMART, etc., and now it has given birth to the luxury pure electric brand Galaxy, at the same time, the first new car Galaxy L7 was launched at a pre-sale price of 200,000 yuan, giving Ghost Brother a feeling of "having more children and fighting", As the saying goes, clenching your fists can deliver a fatal blow, can such dispersion achieve the real goal?

PS: The above rankings are in no particular order

Vapor Observation | The Galaxy Army is driving out at full speed, can Geely change the situation of China's new energy vehicle war?

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