吉利的战略概况

吉利推出面向豪华车和大众车的电动汽车品牌，引入新的电动汽车技术，生产电动汽车关键零部件，打造大众化电动汽车（EV）。）市场加速增长。

本报告调查分析吉利的战略概况、战略要求、增长机会分析、吉利控股集团概况、品牌前景、品牌案例、网联汽车、自动驾驶汽车、共享出行、提供电动汽车战略信息等。

目录

战略要求

• 为什么增长变得越来越困难？
• 战略要点 8 (TM)
• Strategic Essentials 8 (TM) 对吉利汽车的影响
• 增长机会推动增长管道引擎 (TM)

执行摘要

• 吉利控股集团-品牌管理
• 吉利控股集团-品牌概况
• 吉利控股集团-车型阵容：SUV、旅行车、MPV
• 吉利汽车集团-销售业绩：按品牌分类
• 吉利汽车核心转型路线图
• 案例战略-技术合作
• 吉利的出行生态系统

增长机会分析

• 吉利的战略布局
• 主要增长支柱
• 增长动力
• 增长限制

吉利控股集团概况

• 吉利控股集团-发展历程
• 概况-吉利汽车集团
• 概况-吉利科技集团
• 概况-MiTime Group
• 吉利控股集团-车型阵容：轿车和掀背车
• 吉利控股集团-全球销售标桿
• 吉利控股集团-销售业绩：主要销售国家
• 吉利控股集团-全球布局
• 吉利控股集团-企业战略与愿景
• 吉利控股集团-行动计划与未来展望

品牌展望-吉利汽车集团

• 吉利汽车集团-关键数据：2021
• 吉利汽车集团-销售业绩总结
• 吉利汽车集团-英雄传说
• 与沃尔沃汽车的合作
• 领克公司
• Lynk & Co-Club
• Lynk & Co-World 位置
• 领克联名产品阵容
• 齐克尔
• Zeekr 生态系统
• Zeekr-世界位置
• 齐克尔 001
• Zeekr-产品阵容
• 几何
• 几何-产品阵容
• 质子
• 质子世界位置
• Proton-产品阵容
• Proton City-智慧城市概念
• 莲花集团
• Lotus Vision 80 全球扩张路线图
• Lotus-产品阵容
• 聪明

吉利内部技术组

• 吉利iNTEC
• iNTEC吉利Gpilot智能网联驾驶战略
• CEVT 在吉利的作用
• CEVT-外部合作与研究重点
• CEVT-外部协作和主要亮点

品牌战略

• 智能吉利2025
• 目标：到 1-2025 年集团销量达到 365 万辆
• 目标2-超过25款智能汽车产品推动智能出行
• 目标 3——未来产品开发的模块化架构
• 目标 4-智能和可持续製造
• 目标5-软件定义汽车
• 目标 6-可持续出行解决方案
• 新能源战略-蓝色吉利行动计划

案例策略

• 案例战略-吉利汽车技术发展伙伴生态系统
• CASE技术介绍时间表-主要活动

联网汽车战略

• 吉利的互联计划
• ECARX-吉利智能网联技术提供商
• 吉利 GKUI 智能生态系统实现无缝连接
• 互联驾驶战略-合作伙伴
• 吉利汽车互联网网络安全实验室
• 车联网内部产能分析
• 联网汽车倡议-要点

自动驾驶汽车策略

• 吉利的自动驾驶计划
• 吉利 G-PILOT
• 自动驾驶策略
• 吉利战略——自动驾驶的未来
• 自动驾驶市场现状-合作伙伴与价值链
• 自动驾驶内部能力分析
• 自动驾驶倡议-要点

共享出行策略

• 吉利共享出行计划概览
• 曹操出行-中型网约车服务
• 曹操出行-N3战略
• StarRides-豪华网约车服务
• 共享汽车的微城&小岭沟（EVcoming）
• 移动服务的扩展——高速列车
• 飞行汽车和无人机业务
• 戴姆勒飞行汽车-Volocopter
• Volocopter-Air出租车服务理念
• Geespace-吉利对卫星星座的渴望
• Geespace-主要运营重点领域
• Geespace-未来展望
• 超音速列车倡议
• 共享出行功能分析
• 共享出行倡议-关键点

电动汽车战略

• 电动汽车愿景
• 吉利电动汽车计划概述
• 雷神动力-世界动力总成品牌
• 电池更换站-电池即服务
• EV 战略-合作伙伴
• 电动汽车电池生产基地
• 电动汽车电池战略-合作伙伴
• 平台战略
• 东南亚平台
• CMA 平台
• BMA平台
• 内部电动汽车产能分析
• EV 倡议-要点

增长机会宇宙

• 增长机会1-天地一体化通信
• 增长机会 2-来自电动汽车领域的市场增长
• 增长机会3-直接消费领域的新商业模式和新流动性

下一步

• 下一步
• 为什么是 Frost，为什么是现在？
• 图表列表
• 免责声明

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