标签： 上海中低端龙凤

Guosen Securities： Maintain Geely Automobile (00175) ＂Overweight＂ rating, intelligent electric hybrid car Galaxy L6 released, Galaxy L7 sales exceeded 10,000 in a row

Zhitong Finance APP learned that Guosen Securities released a research report saying that Geely Automobile (00175) "overweight" rating is maintained, and the profit forecast remains unchanged. It is expected that the net profit in 2023/2024/2025 will be 47/69/104 billion yuan. Geely Automobile is a car company that is good at late-mover. The era of new energy vehicles has arrived. Geely has actively transformed. It has successively launched heavy new products or new technologies such as geometric brand, extreme krypton brand, SEA vast architecture, and Raytheon hybrid. In the continuous efforts of trial and error, the complete set of underlying technologies and channel ecology have been improved. The transformation attitude is firm and the development path is clear. In 2023, Geely/extreme krypton/Lingke/Ruilan brands plan to launch 5/2/2/1 new cars respectively.

The report said that on September 16, 2023, Geely Galaxy’s new generation of intelligent hybrid sedan L6 was officially launched. The new car launched a total of 5 models, namely 60km pure electric battery life AIR version, 60km pure electric battery life PLUS version, 125km pure electric battery life PLUS version, 125km pure electric battery life MAX version and 125km pure electric battery life Starship version, the price range is 11.58-14 9,800 yuan. In terms of smart cockpit, Geely Galaxy L6 is combined with a full-stack self-developed full-scene AI model for the first time. The whole system is equipped with Qualcomm Snapdragon 8155 chip as standard, equipped with Galaxy NOS system, and matched with the standard 13.2-inch touch high definition central control vertical screen and 10.25-inch all-digital LCD instrument. At the same time, the car is equipped with external pickup microphones and speakers to realize innovative voice interaction outside the car. At the same time, it integrates functions such as induction unlocking, non-inductive start, and remote OTA upgrade. In terms of intelligent driving, Geely Galaxy L6 supports AEB automatic emergency braking, LKA lane keeping, and ICC intelligent pilotage system. The MAX version and the Starship version will be upgraded to "Galaxy Butler Sentinel Mode" through OTA at the end of the year, and the low power consumption will guard the body

The bank said that after the launch of Geely Galaxy L7 on May 31, 2023, the sales volume continued to rise. In July and August, the sales volume exceeded 10,000 in a row. In August, the sales volume reached 11,117 units, an increase of more than 10% compared with the previous month. The cumulative sales volume reached 30,848 units in the three months of listing. The release of Geely Galaxy L6 adopts a family language design similar to the L7 style, which further enriches the product matrix of the Galaxy series. It is a heavy product in the compact car market of the Galaxy series layout. The starting price of 115,800 yuan is also more sincere and cost-effective. At present, Geely has formed a comprehensive brand layout of Galaxy focusing on 10-200,000 mass market, Lynk & Co focusing on 20-300,000 mid-to-high-end market, and JK focusing on the intelligent high-end market above 300,000, covering a wide range of sub-segments, and the overall brand is fully new. The bank believes that Galaxy L7 has become another popular model after JK 001, which opened the prelude to Geely’s strong cycle. In the second half of the year, the company’s Galaxy series products launched powerful new products such as L6 (A-class plug-in hybrid car) and E8 (pure electric car). The JK brand launched the sedan JK 001FR, which promoted Geely Automobile’s new energy transformation to the next stage.

Geely China Star · Xingrui Longteng Edition is newly listed, and the official guide price is 99,700 yuan

Recently, Geely China Star has launched a new Longteng version model on the basis of cash. The official guide price is 99,700 yuan, and you can enjoy a comfortable package worth 5,000 yuan for free when you buy a car from June. At the same time, if you buy Xingrui 1.5TD/2.0TD fuel series now, you can also enjoy "3 years or 60,000 kilometers free basic maintenance, 3M brand dark high thermal insulation film for the whole car, original driving recorder" and other 5,000 yuan star happy gift package, as well as 15,000 yuan replacement subsidy, 24 0-interest financial gifts and other generous gifts.

Since its birth, China Star Star Rui has always adhered to "user request as the center", constantly self-subverting, advanced, and continued to build high-value flagship sedan for users. The total sales volume of only 43 months on the market exceeded 460,000, with a monthly market share of up to 5.75%. In April, it won the NO.1 sales of fuel cars in China with a market share of 5.54% (domestic retail end point data, excluding imports), and its strength opened a new pattern of China’s fuel car market, helping China Star to quickly become the first high-end series of Chinese cars to break through one million sales.

In terms of safety, adhering to the high-safety gene engraved into the bones of China Star, Xingrui Longteng Edition comes with its own CMA architecture, which is naturally good bones, good brain, good foundation and good physique. It integrates 29000N · m/deg high torsional stiffness, high-strength steel above 70.2%, 7-series aviation aluminum alloy front collision beam, Z-shaped deformation stringer structure, sub-frame detachment structure and other high-strength cage body safety design. It has C-NCAP five-star certification safety quality and can withstand 4 times the weight of the vehicle. It is also equipped with car-grade CN95 high-efficiency composite air conditioner filter element, AQS intelligent air management, advanced cortical bacteriostatic steering wheel and other health and safety configurations. From passive to active, it fully guarantees the safety of users in all scenarios.

In terms of configuration, Xingrui Longteng Edition has 17-inch dynamic dazzling silver wheels, LED energy rhythm headlights, 7-inch LCD dynamic combination instrument, 12.3-inch high definition central control screen, OS system, 6 airbags, + dynamic guide line and other rich leapfrog configurations, as well as the leading 2800mm ultra-long wheelbase and 1869mm ultra-wide body, bringing intelligent and comfortable luxury experience.

In terms of power, the Xingrui Longteng version is equipped with a 1.5TD direct injection turbocharged engine + 7DCT wet dual-clutch high-efficiency power combination, with a maximum power of 133kW, a maximum torque of 290N · m, and a comprehensive fuel consumption of only 6.2L per 100 kilometers. It is also equipped with CMA’s unique wire-controlled chassis technology, four-wheel independent suspension, Sino-European joint professional chassis adjustment, DP-EPS steering power system, etc., to provide users with high-quality driving experience with both high power and high economy.

In the second issue of ＂China Star Jump＂, the three goddesses 10-meter platform shocked the audience.


　　Killer, the actress’s first jump in the 10m —— As the first contestant, Killer, a natural female voice, made her competitors fidgety when she started to jump. She directly stepped onto the 10m platform with her back to the pool, and the difficulty rose to another level. After almost flawless falling into the water, Killer became the first person in all diving programs.

Cailian Automobile Morning Post [August 7]

　　Cui Dongshu: Among the top 500 enterprises in the world, China Automobile Company is generally better.

　　On August 6, Cui Dongshu, secretary-general of the Federation, issued a document saying that recently Fortune published the latest list of the world’s top 500 in 2023, the world.The overall performance of auto companies is good. The sales revenue of auto companies in the top 500 will increase from 2.4 trillion US dollars in 2015 to 3.1 trillion US dollars in 2022. The sales of major auto companies will increase steadily, and the overall performance of major auto companies is very good. China’s main automobile group performed particularly well.And Geely Group, all maintain an annual increase of $10 billion.

　　Cui Dongshu: China enterprises in the automobile and parts industries performed well.Some independent car companies, such as independent groups, have outstanding performance, and the status of parts companies has weakened.

　　Great Wall pickup truck: 15,841 vehicles were sold worldwide in July.

　　Great Wall pickup truck recently released its sales data for July. Great Wall pickup truck sold 15,841 vehicles worldwide in July, and accumulated 118,437 vehicles worldwide from January to July, up 7% year-on-year. From January to July, the domestic terminal market accounted for nearly 50%.

　　Cailian Automobile: In the pickup truck market, the leading edge of the Great Wall is becoming more and more obvious.

　　Rong Tai, Zhejiang Province: The total sales amount of customer-designated projects in the life cycle is about RMB 1.223 billion.

　　August 6, Rong Tai, Zhejiang, the company recently received an overseasFixed-point notice of automobile customers, choosing the company as the supplier of insulation parts for automobile thermal runaway protection. According to the customer’s plan, there is a total of one designated project, with a life cycle of 6 years and a total sales amount of about 1.223 billion yuan. The designated project is expected to start production in the first quarter of 2024.

　　Cailian Automobile: The wave of automobile electrification has given upstream suppliers unprecedented development opportunities.

　　Tengshi N8 is launched with Yunnian -C intelligent damping body control system.

　　August 5, SmartThe full-scene SUV Tengshi N8 was officially launched, and two versions were launched, namely, the flagship six-seat version of the four-wheel drive super hybrid was 326,800 yuan, and the flagship seven-seat version of the four-wheel drive super hybrid was 319,800 yuan. As the second model of N series after Tengshi brand rejuvenation, Tengshi N8 locates medium and large SUV, equipped with DM-p super hybrid system and EHS electric hybrid system +1.5T Xiaoyun 40.12% high thermal efficiency engine.The comprehensive power is 360kW, and the acceleration from 0 to 100 km/h is only 4.3s s.. Based on the chassis adjustment of Tengshi X Mercedes-Benz, N8 is equipped with Yunqi -C intelligent damping body control system and CCT comfort control technology after upgrading, and can support OTA upgrade.

　　Cailian Automobile: With the potential of a stable brand of generate, Tengshi focused on the pain points of SUV users, and created a product label for N8, which is "a city can be wild, and the whole region has a way".

　　Suzuki, Maruti, India: The goal is to double the annual output to nearly 4 million vehicles by 2031.

　　On August 6th, according to the latest annual report of Maruti Suzuki, the largest Indian automobile manufacturer, the company aims to launch new models and increase exports, and double its annual output to nearly 4 million vehicles by 2031, among which it plans to triple its overseas sales to 800,000 vehicles. By fiscal year 2030-2031, Maruti Suzuki is expected to launch six electric vehicles, which will account for 15% to 20% of its total sales by then.

　　Cailian Automobile: Suzuki is still thriving in the Indian market.

　　Kia recalled more than 120,000 cars in the United States due to the risk of engine fire.

　　On August 5, according to the recall information updated by the National Highway Traffic Safety Administration on August 5, Kia America will recall some 2017-2022 Niro and 2018-2022 Niro plug-in hybrid cars, totaling 121,411 vehicles, due to the risk of engine compartment fire.

　　Cailian Automobile: Kia’s road to electrification transformation is not smooth sailing.

　　(Cailian reporter Zhang Yipeng finishing/commenting)