The peak of an excellent enterprise is to become a beacon of the industry; an industry lighthouse enterprise is always a spiritual preacher.
On October 31, the last day of October, Geely was in Hangzhou Bay, Ningbo, telling its grand and accessible plans for the future.
This is an important moment.
A Chinese auto brand expressed its understanding and ideas about consumers, the automotive industry and even the whole world with a global strategic vision, in the words of Geely Automobile Group CEO Gan Jiayue: From this moment on, Geely Automobile is standing at a critical point.
What is the tipping point?
It is a Chinese automotive enterprise's strategic ability to complete system and sustainability and the future of the industry; it is the openness and tolerance of technology and concepts; it is the height of culture and values; it is the adaptability of corporate strategic determination and corporate social responsibility; and it is Geely's ability to compete with international leading enterprises in an all-round way.
In my opinion, the tipping point mentioned by Gan Jiayue is the innovation ability, strategic height and strength that Chinese car companies represented by Geely will show to the world by 2025. Now, Geely has told the story of itself and the Chinese car brands that are innovating to everyone.
The theme of the story is: Geely in 2025, and the script that Geely brought is:
Smart Geely 2025 Strategy.
China's Auspicious, to surpass the world's "two fields"
"The time has come for heroes: we want something inspiring, something cheerful... That's something higher, better, more beautiful than life. "This is the manifesto of Gorky, a Romantic revolutionary.
The arrival of such an era will inevitably bring about a new order, and Geely also has this passion and courage, and the new order it brings is: "End the era of huge profits of foreign brands." In this regard, Geely gave a set of very detailed planning schemes, that is, "Thunder God Intelligence Hi-x Hybrid System".
Someone said, "There are only two kinds of hybrids in the world, one is the 'two fields' hybrid, and the other is the other hybrids." This statement makes technical sense, but there is a little bit of "straight male cancer".
Because the value of hybrid technology is essentially how much it contributes to the consumer's driving experience and fuel economy, not how delicate and attractive your structure is. What's more, for Chinese auto companies, the value of hybrid is more in allowing more Chinese consumers to feel the high-quality technology without brand premium.
This is the value of the existence of the "Thunder God Intelligence Hi-x Hybrid System", but its gold content lies in the hybrid technology that surpasses the world benchmark - "Two Fields".
It is reported that the thermal efficiency of the hybrid engine developed by Geely for hybrid models is as high as 43.32%, which is better than the 41% of the highest level of Japanese hybrids. The maximum torque reaches 225n·m, the liter torque exceeds the Japanese competitors by 71%, the maximum power reaches 110kw, and the liter power exceeds the Japanese competitors by 41%. Geely's hybrid engine achieved "1.5-liter displacement, 2.5-liter performance."
Thanks to more than 40% of the fuel saving capacity, officials said that Geely's hybrid model NEDC fuel consumption is as low as 3.6l/100km, 0.4-0.6l lower than the Japanese HEV, and fuel savings of 9-12%. Moreover, thanks to the unique 3-speed hybrid transmission, Geely's hybrid model can achieve a faster start and stronger power performance through a three-speed ratio and a maximum output torque of 4920n·m.
The realization logic of the "RayTheosoci hi-x hybrid system" is full-speed domain parallel, at a speed of more than 20km per hour can enter the parallel mode, to achieve ejection start, far lower than the Japanese car hybrid at least 70km of parallel speed, the system efficiency increased by 20%; in terms of power improvement, when starting, the 3-speed dht pro through the clutch sliding, matching the 1st gear speed ratio, to achieve ejection start, starting acceleration capacity increased by 50%. Accelerate from 80 to 120km/h, release 60% of the reserve power, and quickly achieve high-speed overtaking.
In addition, the comfort and intelligence of the "Leishen Intelligence Qinghi-x Hybrid System" is reflected in the use of centralized control of the power domain, through the interconnection of machines, vehicles and clouds, the industry has achieved the first upgrade of the hybrid system fota; at the same time, under the blessing of 148 power-related optimizations, the nvh performance of The engine, gearbox and motor of Leishen Power is better than that of "two fields".
According to the plan, Thor Power's hybrid system will first be installed on the Geely "China Star". In the next three years, the number of models equipped with Thermos hybrid will reach more than 20 models, achieving the first sales volume of the mainstream market segment of hybridization, achieving the first comprehensive experience of "performance, intelligence and new energy", and setting a global hybrid benchmark.
In addition, Geely Raytheon Power will follow the "new four modernizations of power" strategy of power efficiency, drive electrification, energy diversification and intelligent control, and build a full-dimensional diversified and cleaner travel ecology.
In fact, when Geely released this hi·x hybrid system and firmly stated that Geely will continue to squeeze the potential of the internal combustion engine to the end, we saw Geely's big picture.
Chinese auto companies represented by Geely and Japanese auto companies represented by "Liangtian" will form a head-on competition in the field of internal combustion engine vehicles in the next ten to thirty years, while other automotive factions are likely to complete the end game of the internal combustion engine dominated by hybrid combustion in the form of procurement and joint ventures. In fact, as soon as Geely's mixed army lands next year, it will put great pressure on multiple brands, including independent and joint ventures.
Our own brand in our minds, due to the long-term survival and development in the cracks, although there is no lack of many excellent enterprises, but the temperament is more utilitarian, the style is more radical, heavy models rather than brands, heavy opportunities than sustainable.
However, such a large market, such a large industry, such a critical and changeable development period, as a Chinese automobile company Geely, chose to be calm, obviously, Geely's vision is not only interests, but also a duel of strength and determination, with "Thor Power" as the beginning, Geely officially entered the power technology electrification 4.0 era.
China's Geely wants to become the "Apple" of the automotive industry
At the press conference, Gan Jiayue told the story of a chip.
Just a few days before the press conference, a small chip "smart cockpit chip se1000" was delivered to Ganjiayue's office.
Although the "chip" is small, only he can support the intelligent technology ecological network.
This "chip" is self-developed by "Core Qing" Technology, using a vehicle-grade 7-nanometer process, which is China's first 7-nanometer process of vehicle-grade soc chip, it is understood that the chip will be mass-produced next year.
With this "chip" as a magnifying glass, Geely's "one network and three systems" network will cover the future of Geely's development.
Literally, "one network and three systems" refers to a "smart Geely technology ecological network" and three major systems composed of "smart energy, intelligent manufacturing, and intelligent services".
Specifically, the "Intelligent Geely Technology Ecological Network" is based on intelligent architecture as a new infrastructure, building an end-to-end self-research system and ecological alliance around chips, software operating systems, data and satellite networks, with the goal of truly turning cars into intelligent mobile terminals. "New Infrastructure" refers to Geely's self-developed electrical and electronic architecture, which is characterized by modular advantages, a high-computing central computer and an efficient transmission neural network, which can support vehicle-level OTA. At present, Xingyue l has equipped with geea 2.0 electrical and electronic architecture, Geely's goal is that by 2025, Geely intelligent architecture will evolve to geea 3.0 central computing platform architecture.
As a new infrastructure project of science and technology, intelligent architecture is the foundation of the science and technology ecological network.
Geely's four world-class intelligent architectures of bma, cma, spa and sea are not only fully compatible with diversified energy sources, but also have leading modular advantages, and can improve R&D efficiency by 30% in the face of global differentiated standards and user needs. At the same time, Geely empowers world-class intelligent architecture with geea2.0 electronic and electrical architecture, so that Geely's current intelligent architecture not only has the advantages of full compatibility with diversified energy sources, leading modularity and high research and development efficiency, but also has a smart "brain" and a high-speed and developed neural network. Subsequently, geely, Lynk & Co, and geometric new smart cars built with intelligent architecture will be equipped with geea2.0 electronic and electrical architecture. In the future, Geely's intelligent architecture will also evolve to the geea3.0 central computing platform architecture, leading the evolution of intelligent vehicles from "domain control" to "central super brain".
In addition, Geely will strive to create an "end-to-end" vehicle software user experience, build a full-stack self-research system covering electronic and electrical architecture, vehicle basic software, intelligent cockpit software and automatic driving software, and establish an intelligent automobile software and hardware system. At the same time, Geely applies soa software service architecture, opens more than 1,000 API interfaces, provides software tools and platforms to global developers, and works with more than 1,000 digital partners around the world to create active scene services. By 2025, Geely will achieve at least 1 to 2 vehicle ota upgrades per quarter.
Under the software and hardware system of intelligent cars, data is the source power of user experience evolution. Geely's self-built ground-orbit satellite high-precision navigation system has completed the deployment of 305 high-precision spatio-temporal reference stations. It is planned that by 2026, the Internet of Things communication satellite and navigation will be completed to enhance the networking of low-orbit constellations to achieve "global blind zone" communication and centimeter-level high-precision positioning coverage. The high-precision map collected by Geely Surveying and Mapping will cover the whole country in 2023, and will continue to provide "heaven and earth integration" data and algorithm verification for the "Intelligent Geely Technology Ecological Network" in the future.
This means that by allowing smart cars to evolve from "manufacturer definition" to "user software co-creation", Geely will fully enter the era of software-defined cars.
When the automotive industry fully enters the era of software-defined vehicles, Geely's satellite business, which has long been laid out, will fully empower its automotive industry. According to Ganjiayue, Geely's self-built low-orbit satellite high-precision navigation system has completed the deployment of 305 high-precision spatio-temporal reference stations. It is planned to achieve "global blind zone-free" communication and centimeter-level high-precision positioning coverage by 2026. The high-precision map collected by Geely Surveying and Mapping will cover major cities in China in 2021 and the whole country in 2023.
In the past, people regarded the new car-making forces represented by Tesla as the Apple of the automobile industry, and compared the traditional car companies with slow transformation to nokia in the automobile industry. Apple's ecological ability to take into account both software and hardware makes Nokia a history, and the "intelligent technology ecological network" also has the potential to make Geely the Apple of the automotive industry.
China's Geely aims to achieve its target of 3.65 million
The fact is that the essence of the current car competition is intelligence, and intelligence is compatible with almost all cars.
Based on this fact, we can basically infer a trend.
Software-defined cars are an indisputable future, but the high degree of intelligence of hardware is the basis for the expansion of the boundaries of the development of in-vehicle application software. The degree of liberation of the hardware eye determines the degree of realization of the third space characteristics such as entertainment, work, and enjoyment.
Therefore, Geely's 150 billion research and development funds in the next five years will invest the most in ensuring chips, intelligent software and hardware, and data capabilities, and it is also resolutely self-developed.
Based on this, Geely also released the "Kowloon Bay Action" covering sales targets, model planning and internal construction to promote the rapid transformation of intelligence.
Specifically, in addition to the "R&D investment of 150 billion yuan in 5 years" just mentioned, Geely will also realize the full-stack self-development of automatic driving and accelerate the realization of the vision of "zero accidents and zero casualties" for intelligent travel; within 5 years, launch more than 25 new intelligent new energy products to lead the era of intelligent mobile terminals; achieve the group's total sales of 3.65 million vehicles in 2025, maintain the first Market share of Chinese brands, catch up with mainstream joint venture brands; comprehensively promote the process of globalization and realize technology going to sea. Overseas sales reached 600,000 units in 2025; fully accelerated the transition to sustainable energy, reducing total carbon emissions by 25% by 2025 and achieving carbon neutrality by 2045; upgrading digitally enabled business models to achieve 100% full-scenario digital value chain of mobile terminals; achieving value creation led by technology, achieving more than 8% ebit in 2025; 350 million shares, the first batch of incentives for 10,000 employees.
Among them, there are several information points that are particularly noteworthy, for example, the group's total sales volume in 2025 is 3.65 million.
Such sales targets are not empty. According to Geely's plan, of the 3.65 million targets, 650,000 are extreme krypton technology and 3 million are geely automobile group. In the domestic market, Geely brand 1.3 million vehicles, geometric brand 300,000 vehicles, lynk & co brand 600,000 vehicles, new technology replacement travel brand 200,000 vehicles, the group's overall overseas sales of 600,000 vehicles. Led by Extreme Krypton and supported by Lei ShenZhi Qing hybrid technology, it has achieved full electrification and achieved the first sales volume of the mainstream market segment of hybrid. By 2025, Geely Automobile Group's new energy sales will reach 900,000 vehicles, accounting for 30%. Coupled with the Extreme Krypton brand, geely new energy's overall sales volume will account for more than 40%.
For example, the goal of achieving more than 8% ebit in 2025 is also a not low industry indicator in the 2000-2010s. Nowadays, car companies that can exceed 5% are certainly not in the majority.
What does Geely rely on to achieve this data?
The first is to improve efficiency, based on smart Geely's plan, by 2025, Geely's R & D efficiency should be increased by 30%, production efficiency increased by 22%. It should be noted here that the synchronous efficiency improvement of the whole industry cannot bring profits, and only the efficiency improvement beyond the industry can bring profits.
Geely's corporate development philosophy is win-win with users and supply chains. When explaining this concept to the supplier, Ganjiayue said so, you don't think that I am your party A, we have only one party A in this industry is the user, and we are all the party B of the user.
Therefore, the core of Geely's product idea is to let users buy the best products at the lowest price.
Write at the end:
When the times develop to the present, what kind of characteristics should a real Chinese enterprise have?
In addition to the product, in addition to profit, the pattern is an important point to identify its development dimension. This may be the preciousness of Geely, because Li Shufu, who has the world in mind, has long regarded Geely as a mission: the mission of Chinese enterprises.
Geely's era is the era of technology and brand, in the era of Geely, perhaps Chinese car companies can stand in the global pyramid at that moment, it is not far away.