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keith78
2021-02-21

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Geely will set up a new company, can it complete overtaking in corners?

2021年2月20日，多方消息显示，吉利汽车（00175.HK，下称“吉利”）将在2021年内成立一家新公司，公司名为Lingling Technologies。据悉，这是一家致力于电动汽车制造的新公

Geely will set up a new company, can it complete overtaking in corners?

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":360164653,"tweetId":"360164653","gmtCreate":1613872884472,"gmtModify":1704885567871,"author":{"id":3554934097307853,"idStr":"3554934097307853","authorId":3554934097307853,"authorIdStr":"3554934097307853","name":"keith78","avatar":"https://static.tigerbbs.com/aa5663adadf3dafa7a699faab6b60014","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>like</p></body></html>","htmlText":"<html><head></head><body><p>like</p></body></html>","text":"like","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/360164653","repostId":1189620722,"repostType":4,"repost":{"id":"1189620722","kind":"news","pubTimestamp":1613868838,"share":"https://ttm.financial/m/news/1189620722?lang=en_US&edition=fundamental","pubTime":"2021-02-21 08:53","market":"hk","language":"zh","title":"Geely will set up a new company, can it complete overtaking in corners?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189620722","media":" 财经涂鸦","summary":"2021年2月20日，多方消息显示，吉利汽车（00175.HK，下称“吉利”）将在2021年内成立一家新公司，公司名为Lingling Technologies。据悉，这是一家致力于电动汽车制造的新公","content":"<p>On February 20, 2021, multiple sources showed that,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>(00175. HK, hereinafter referred to as \"Geely\") will establish a new company named Lingling Technologies in 2021. It is reported that,<b>This is a new company dedicated to electric vehicle manufacturing, and sources say product planning, marketing and sales methods are different from traditional car companies</b>。 At the same time, the new company will have an independent sales team and integrate direct sales and distributor sales models. The addition of the direct sales model also helps companies have direct control over pricing, orders, and inventory.</p><p>On February 20, Li Shufu, chairman of Geely Holding Group, said in an internal sharing about the competition between traditional cars and new energy vehicles,<b>Traditional cars and electric cars can coexist for a long time</b>, energy structure adjustment and infrastructure construction all take time, and there is a \"degree\" inflection point. When it reaches a certain extent, there will be a turning point from quantitative change to qualitative change, and this inflection point may be repeated.</p><p>\"Therefore, there is an insurmountable dynamic adjustment period in the transition from traditional vehicles to electric vehicles, and this period is also full of uncertainty.<b>We must strive for progress while maintaining stability, so that we can attack when advancing, defend when retreating, and be able to do so with ease</b>。” He further pointed out.</p><p>In September 2020, Geely launched a model called SEA (Sustainable<a href=\"https://laohu8.com/S/EXP.AU\">Experience</a>Architecture, sustainable experience Architecture) the vast electric vehicle Architecture. This architecture is a modular architecture, which divides the car chassis into three layers: ecological layer, system layer and hardware layer. Therefore, Lingling Technologies is likely to launch new models based on this architecture.</p><p>The ecological layer is constructed by system-based application software, the system layer is the OS of the car, and the hardware layer is the numerical control chassis. According to public information,<b>The maximum output power of SEA's vast architecture is 475KW, the maximum output power of the whole vehicle is 600KW, and the acceleration from 100 kilometers to 100 kilometers is within 3 seconds</b>。 Although not as good as<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The RoadStar 2021 model has 1.8 seconds, but compared with most economical new energy vehicles on the market, it already belongs to the first echelon.</p><p>On February 18, 2021, at<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU.US) 's fourth quarter 2020 financial report meeting,<b>Baidu CEO Robin Li said he has decided on the CEO candidate and brand name of the joint venture with Geely</b>, and strive to launch its own new car within 3 years. Therefore, Baidu is likely to be a supplier of ecological layer and system layer.</p><p>Geely's new company may adopt direct sales strategy<b>, that is, car companies bypass 4S stores and sell cars directly to users</b>。 Tesla (TSLA.US) adopts this model, setting up directly-operated stores in multiple locations around the world to provide test drives, maintenance and other services. This sales model allows<b>Car manufacturers are close to consumers, and it is easier to absorb consumers' views</b>At the same time, it also increased product sales profits. But in contrast, automobile companies have to pay for after-sales and pre-sales services while developing new products.</p><p>In fact, Geely and Baidu are not the first to adopt the cooperation model of car manufacturers + Internet manufacturers.<b>In 2015,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA.US) with<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>Cooperation, funded the establishment of Zebra Network Company</b>。 Its representative model, the Roewe RX5, sold 124,717 units in 2020, a year-on-year decrease of 1.4% compared with 2019. The sales volume of ei5, the mainstream model of the Roewe series, in 2020 was 156,353, a decrease of 6.8% compared with 2019. It is undeniable that Roewe RX5 has become the mainstay of SAIC's Roewe series.</p><p><img src=\"https://static.tigerbbs.com/2646e15abecf67fdf32f94e528f0ad88\" tg-width=\"556\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p><p>Geely's performance in the field of new energy is not impressive. Baidu has previously launched the self-driving car Apollon, which has more experience in building cars than Alibaba. Therefore, the prospects of Geely's new company are optimistic by people, or it will Provide Geely with a turning point for overtaking in corners.</p>","source":"lsy1567822449048","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Geely will set up a new company, can it complete overtaking in corners?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGeely will set up a new company, can it complete overtaking in corners?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 财经涂鸦</strong><span class=\"h-time small\">2021-02-21 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On February 20, 2021, multiple sources showed that,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>(00175. HK, hereinafter referred to as \"Geely\") will establish a new company named Lingling Technologies in 2021. It is reported that,<b>This is a new company dedicated to electric vehicle manufacturing, and sources say product planning, marketing and sales methods are different from traditional car companies</b>。 At the same time, the new company will have an independent sales team and integrate direct sales and distributor sales models. The addition of the direct sales model also helps companies have direct control over pricing, orders, and inventory.</p><p>On February 20, Li Shufu, chairman of Geely Holding Group, said in an internal sharing about the competition between traditional cars and new energy vehicles,<b>Traditional cars and electric cars can coexist for a long time</b>, energy structure adjustment and infrastructure construction all take time, and there is a \"degree\" inflection point. When it reaches a certain extent, there will be a turning point from quantitative change to qualitative change, and this inflection point may be repeated.</p><p>\"Therefore, there is an insurmountable dynamic adjustment period in the transition from traditional vehicles to electric vehicles, and this period is also full of uncertainty.<b>We must strive for progress while maintaining stability, so that we can attack when advancing, defend when retreating, and be able to do so with ease</b>。” He further pointed out.</p><p>In September 2020, Geely launched a model called SEA (Sustainable<a href=\"https://laohu8.com/S/EXP.AU\">Experience</a>Architecture, sustainable experience Architecture) the vast electric vehicle Architecture. This architecture is a modular architecture, which divides the car chassis into three layers: ecological layer, system layer and hardware layer. Therefore, Lingling Technologies is likely to launch new models based on this architecture.</p><p>The ecological layer is constructed by system-based application software, the system layer is the OS of the car, and the hardware layer is the numerical control chassis. According to public information,<b>The maximum output power of SEA's vast architecture is 475KW, the maximum output power of the whole vehicle is 600KW, and the acceleration from 100 kilometers to 100 kilometers is within 3 seconds</b>。 Although not as good as<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The RoadStar 2021 model has 1.8 seconds, but compared with most economical new energy vehicles on the market, it already belongs to the first echelon.</p><p>On February 18, 2021, at<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(BIDU.US) 's fourth quarter 2020 financial report meeting,<b>Baidu CEO Robin Li said he has decided on the CEO candidate and brand name of the joint venture with Geely</b>, and strive to launch its own new car within 3 years. Therefore, Baidu is likely to be a supplier of ecological layer and system layer.</p><p>Geely's new company may adopt direct sales strategy<b>, that is, car companies bypass 4S stores and sell cars directly to users</b>。 Tesla (TSLA.US) adopts this model, setting up directly-operated stores in multiple locations around the world to provide test drives, maintenance and other services. This sales model allows<b>Car manufacturers are close to consumers, and it is easier to absorb consumers' views</b>At the same time, it also increased product sales profits. But in contrast, automobile companies have to pay for after-sales and pre-sales services while developing new products.</p><p>In fact, Geely and Baidu are not the first to adopt the cooperation model of car manufacturers + Internet manufacturers.<b>In 2015,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA.US) with<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>Cooperation, funded the establishment of Zebra Network Company</b>。 Its representative model, the Roewe RX5, sold 124,717 units in 2020, a year-on-year decrease of 1.4% compared with 2019. The sales volume of ei5, the mainstream model of the Roewe series, in 2020 was 156,353, a decrease of 6.8% compared with 2019. It is undeniable that Roewe RX5 has become the mainstay of SAIC's Roewe series.</p><p><img src=\"https://static.tigerbbs.com/2646e15abecf67fdf32f94e528f0ad88\" tg-width=\"556\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p><p>Geely's performance in the field of new energy is not impressive. Baidu has previously launched the self-driving car Apollon, which has more experience in building cars than Alibaba. Therefore, the prospects of Geely's new company are optimistic by people, or it will Provide Geely with a turning point for overtaking in corners.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Fo2ibU-CVuErtjJDGoCu5w\"> 财经涂鸦</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/110e86cdb2348359a9853dd7e675ee1a","relate_stocks":{"00175":"吉利汽车"},"source_url":"https://mp.weixin.qq.com/s/Fo2ibU-CVuErtjJDGoCu5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189620722","content_text":"2021年2月20日，多方消息显示，吉利汽车（00175.HK，下称“吉利”）将在2021年内成立一家新公司，公司名为Lingling Technologies。据悉，这是一家致力于电动汽车制造的新公司，且消息人士称，产品规划、营销和销售方法都与传统汽车公司不同。与此同时，新公司将会拥有独立的销售团队，并融合直营和经销商两种销售模式。直营模式的加入也有助于公司对定价、订单和库存进行直接控制。\n2月20日，吉利控股集团董事长李书福在内部的分享时谈及传统汽车和新能源汽车的竞争时称，传统汽车与电动汽车还能共存相当长的时间，能源结构调整，基础设施建设都需要时间，而且存在“程度”拐点，到一定程度时，将会发生量变到质变的拐弯，这个拐点可能存在反复。\n“因此从传统汽车向电动车过渡的进程中存在着不可跨越的动态调整期，这个时期也充满着不确定性，我们必须稳中求进，做到进可攻，退可守，游刃有余。”他进一步指出。\n2020年9月，吉利曾推出过一款名为SEA（Sustainable Experience Architecture，可持续体验架构）浩瀚的电动车架构。这种架构是一种模块化的架构，它将汽车底盘分为了三层：生态层、系统层和硬件层。因此，Lingling Technologies很可能会是以此架构为基础，推出新的车型。\n生态层由基于系统的应用软件构筑，系统层则是汽车的OS，硬件层为数控底盘。根据公开资料，SEA浩瀚架构的最大输出功率为475KW，整车最大为600KW，百公里加速在3秒以内。虽然不及特斯拉RoadStar2021年款的1.8秒，但是和市面上绝大多数经济型新能源汽车相比，已经属于第一梯队。\n2021年2月18日时，在百度（BIDU.US）的2020年第四季度财报会议上，百度CEO李彦宏表示已经确定与吉利的合资公司CEO人选以及品牌名称，并争取在3年时间内推出自己的新车。因此，百度很有可能是生态层和系统层的供应商。\n吉利新公司或将采取直营策略，即汽车公司绕过4S店，直接将汽车贩卖给用户。特斯拉（TSLA.US）采取的就是这种模式，在全球多个地点设立直营店，提供试驾、维护等服务。这种销售模式让汽车厂商贴近消费者，更容易吸纳消费者的观点，同时也增加了产品销售利润。但与之相对的，汽车公司在研发新品的同时，还要支付汽车售后售前服务的费用。\n事实上，吉利和百度并不是第一个采取车厂+互联网厂商这种合作模式的。2015年，阿里巴巴（BABA.US）与上汽集团合作，出资成立了斑马网络公司。旗下代表车型荣威RX5在2020年的销量为124717辆，相较2019年同比下降1.4%。而荣威系列主流车型ei5在2020年的销量为156353，相较2019年下降6.8%。不可否认的是，荣威RX5已然成为上汽荣威系列的中流砥柱。\n\n吉利在新能源领域的表现并不亮眼，百度此前曾推出过自动驾驶汽车阿波龙，在造车上比阿里巴巴的经验更为丰富，因此，吉利新公司的前景被人们所看好，或将为吉利提供弯道超车的转机。","news_type":1,"symbols_score_info":{"00175":0.9}},"isVote":1,"tweetType":1,"viewCount":1270,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}