Car Vision Wan Yi Report - Is it impossible to balance EV performance and energy saving? Recently, a new technology has broken a long-standing industry challenge. On July 16, Geely Galaxy held a new product launch event at the Wuxi Star Drive base. The core was not simply launching a new car, but presenting a key technology that truly affects subsequent Geely new energy vehicle models - the Thunder 16-in-1 Intelligent Electric Drive.

This electric drive was first equipped on the Geely Galaxy TT. At the launch event, it secured two Guinness certifications in one go: First, the Galaxy TT equipped with this drive achieved a consumption of only 8.2 kWh per 100 km during testing around Qinghai Lake, setting a record for the lowest energy consumption of mass-produced pure electric vehicles; Second, it completed 46 km of continuous dual-vehicle drifting on a slippery road, breaking the longest drift record previously held by Porsche.

Many audiences only focused on Geely's new cars, but the technology behind Star Drive Technology actually supports the entire technology of this drive and is responsible for mass production implementation. In the past, Star Drive always acted as a supplier for car companies. Although listed among Geely series companies, it rarely appeared alone. This time, taking advantage of the 16-in-1 electric drive, it finally entered the public eye as an independent brand.

Many car owners do not understand what "16-in-1" is, but a simple example makes it clear. In earlier years, EV motors, charging equipment, controllers, and cooling systems were all separate, with a pile of wires connecting each other, occupying chassis space and wasting electricity during current transmission. Currently, most electric drives on the market are just 3-in-1 or 8-in-1, with very low integration levels. Star Drive's 16-in-1 directly integrates 16 functions and components such as motor, electronic control, reducer, smart energy management, smart health management, smart motion control, etc., using specific algorithms to deeply integrate them all into a single system.

The benefits brought by high integration are very practical. The casing of the entire equipment is made of magnesium alloy, with a total weight of 75 kg, 20 kg lighter than ordinary electric drives. It eliminates over 180 scattered parts, reducing high and low voltage harness usage by 30% and 15% respectively. The overall thickness is also thinner than mainstream products on the market. The space saved in the chassis can be reserved for the interior passenger area and trunk. After the body becomes lighter, daily electricity consumption, tire wear, and brake wear will also be lower.

There has long been a challenge in the industry: powerful EVs generally consume a lot of electricity, while energy-saving models have weak handling, making it hard to balance both. Star Drive's 800V platform electric drive broke this limitation, with a comprehensive working efficiency reaching 93.8%. Relying on home-grown developed flat wire motors, silicon carbide power modules, and other technologies, the copper wires inside the motor are significantly shortened, reducing power loss. This is also the key reason it can achieve ultra-low energy consumption.

In terms of driving feel, traditional electric drives have multiple control modules working separately. After pressing the accelerator, signal transmission takes 40 milliseconds, resulting in lag. The 16-in-1 adopts single-chip unified control, with signal transmission shortest at only 2 milliseconds, with power output immediate upon pressing. It is also equipped with 54 sets of independent cooling oil circuits, precisely cooling the motor's hot spots. The maximum motor temperature can be reduced by 15°C, and the service life is increased by 10%. The 46 km long-duration continuous drifting extreme test is also sufficient to prove the strength of this cooling system. In terms of reliability, the entire electric drive completed over 9,000 special tests, and the supporting vehicles accumulated over 5 million kilometers of road testing. With fewer parts, the probability of failure is also reduced.

At the new car integration level, Thunder 16-in-1 was first equipped on the Geely Galaxy TT, a sedan/coupe product that emphasizes youth and personality. Galaxy TT offers rear-wheel drive and four-wheel drive versions, with a single motor maximum power of 245kW, satisfying daily commuting and long-distance travel. In the future, this electric drive will not only be supplied to the Galaxy series; new energy vehicle models under the Geely, Zeekr, Lynk & Co, Volvo, Smart, and other group brands will also be equipped sequentially.

Star Drive itself is an independent global electric drive supplier. Its customers are not only Geely series car companies; overseas brands like Renault, Jaguar Land Rover also have cooperation. It also deeply links with international top parts enterprises like ZF and Magna.

This company named Star Drive Technology (InfiMotion) has a clear technical route and fast iteration speed. In 2021, it landed the first 400V silicon carbide electric drive in China for Zeekr 001. In 2024, it launched the 11-in-1 electric drive, equipped on Geely Galaxy E5, and this car also became the number one exported sales volume for domestic A-level pure electric SUVs. In 2025, it landed magnesium alloy distributed electric drives and 900V high-performance coaxial dual electric drives. The company's development speed is visible to the naked eye. In its first year of establishment, revenue was only 40 million RMB; in 2026, revenue has already broken through 20 billion RMB. The R&D team has nearly 1,000 people, and the Swedish overseas R&D branch also has a team of hundreds. Production bases are built in multiple locations in China such as Wuxi, Shanghai, and Ningbo. Overseas Sweden and Malaysia are laid out simultaneously, forming a supply network covering Europe and Asia.

Star Drive's core competitiveness is concentrated in three areas: technology, quality control, and globalization. To optimize the winding height inside the motor by 1 millimeter, engineers will spend months adjusting production equipment. It is also the first enterprise in the industry to achieve mass production of 900V magnesium alloy electric drives. The magnesium alloy casing is 30% lighter than aluminum alloy. Currently, four related products have been put into production.

We have seen Star Drive Technology at this year's Beijing Auto Show. It very much embodies the characteristics of Geely series enterprises. On one hand, it values the linkage of the industry chain within the group; on the other hand, it is very independent, able to independently obtain business and package capital market stories. The Thunder 16-in-1 launched at this press conference is not just a power accessory for one Geely new car, but also a concentrated reflection of Star Drive's years of technology accumulation. From early 400V silicon carbide electric drives to 11-in-1, 900V magnesium alloy products, to today's 16-in-1 fully integrated electric drive, Star Drive steadily updates technology, building a complete R&D, testing, production, and overseas delivery system, securing its position as a top-tier global electric drive manufacturer. There are not many cases where electric drive components independently form a brand and begin to deeply nest with OEMs. Star Drive Technology's development history is also an example of Chinese automobiles moving towards more segmented industrial forms. The hidden dragon that was hidden behind car companies in the past has officially stepped to the forefront with this 16-in-1 product, allowing the market to see solutions for domestic electric drives to participate in global competition.

The first half of the new energy vehicle race tests the ability to build hit models; the second half shifts the focus to the power to define standards for core components.

While many automakers are still weighing whether to self-develop components, Geely has completed an independent layout of the full three-electric chain, from batteries to electric drives and from hybrid to pure electric.

Shortly before this, Geely Galaxy held a "Star Drive Era" launch event to officially release the Thunder 16-in-1 Intelligent Electric Drive. On the same day, Star Drive Tech, carrying this electric drive product, made its first public appearance. This enterprise, expected to break 20 billion yuan in revenue this year, is the key move by Geely in laying out the electric drive track.

At the same time, the three "Hidden Champion" enterprises cultivated by Geely in three major areas of hybrid-electric, batteries, and electric drives — Haosi Power, Jiyao Mobility, Star Drive Tech — collectively announced, fully unfolding Geely's full-stack self-developed map for its three-electric systems.

These component companies growing within the Geely system are continuously entering the procurement lists of mainstream global automakers as independent suppliers.

Behind the 16-in-1, a dual narrative of energy efficiency and performance

In the new energy vehicle industry, the competition for electric drive integration is essentially an ultimate game about "space, weight, and efficiency".

For every additional component integrated, a set of connecting wiring harnesses is reduced, energy loss at one point is lowered, and chassis space is saved.

However, the higher the integration, the exponentially rising challenges in heat dissipation, electromagnetic interference, and reliability.

The Thunder 16-in-1 Intelligent Electric Drive released by Geely this time deeply integrated 12 core hardware items including motor, motor control, reducer, inverter, onboard charger, DC/DC converter, high-voltage distribution unit, vehicle control unit, battery management system slave control, thermal management controller, smart gateway, torque control module, and 4 software functions: smart energy management, smart charging management, smart motion control, and smart health management.

Image Source: Geely

It is reported that this system weighs only 75kg, significantly simplifies the power transmission chain, effectively reduces energy loss during transmission, and achieves a dual breakthrough in energy efficiency optimization and vehicle lightweighting from a structural level.

At the technical and craft level, this electric drive relies on Geely's mature 800V high-voltage platform architecture, paired with AI smart energy optimization technology, achieving precise distribution and efficient utilization of energy; it also breaks through energy efficiency bottlenecks further through multiple refined craft innovations such as 0.2mm low-stress ultra-thin silicon steel sheet material selection, high-precision gear honing process, and innovative inverted V gear structure, achieving the industry's highest comprehensive efficiency of 93.8% (CLTC) for mass-produced vehicles at this level, with energy consumption as low as 10 kWh/100km, turning every unit of electricity into vehicle driving kinetic energy efficiently.

In the Qinghai Lake energy consumption challenge, the Geely Galaxy TT equipped with the Thunder 16-in-1 Intelligent Electric Drive ultimately achieved an ultra-low energy consumption of 8.20 kWh/100km, successfully creating the "Lowest Energy Consumption for Driving a Mass-Produced Pure Electric Sedan around Qinghai Lake" Guinness World Record.

Beyond efficient energy saving, the Thunder 16-in-1 Intelligent Electric Drive also achieved a leap in power performance. The Geely Galaxy TT four-wheel drive comprehensive power is as high as 425kW, and 0-100 acceleration is as low as 3.8s.

It is reported that this system adopts a single-chip integration solution, integrating signal analysis, calculation processing, dynamic control, etc. of the power chassis into a high-computing-power chip, compressing the average 40ms of traditional control links to the fastest 2ms, achieving high-speed response of power commands.

Through AI deviation prediction control and adaptive PID algorithms, real-time torque deviation is reduced from 3% to 1%, making vehicle body attitude control more precise and delicate; 54-channel directional cooling technology is applied, doubling the heat dissipation efficiency compared to traditional oil channel schemes, reducing the maximum motor temperature by 15 degrees, effectively solving the problems of power decay and performance overheating under high-load conditions, creating an ultimate "human-vehicle unity" experience for users with no delay in response, no deviation in output, and no decay in continuity.

At the level of safety, reliability, and durability, the deeply integrated monolithic architecture design of the Thunder 16-in-1 Intelligent Electric Drive reduces a large number of external connection points and low-voltage wiring harness layouts, lowering the probability of failure from the source.

In the production manufacturing process, the precision of key processes reaches micrometer level, production data throughout the process is 100% traceable, ensuring the quality standardization and reliable zero difference of every electric drive and every component.

Meanwhile, this electric drive is also equipped with an industry-leading smart health management system. Through the electric drive AI lifespan prediction model, active checkups and maintenance are performed on key components, like a "online doctor" in the cloud, changing from "passive maintenance" to "active care", effectively ensuring vehicle safety and user experience for a long time.

Star Drive Tech moves to the forefront, globalization accelerates

Behind the successful mass production and launch of the Thunder 16-in-1 Intelligent Electric Drive is the deep technical accumulation and global industrial system strength of Geely's core ecosystem partner — Star Drive Tech.

As Geely's ace card for electric drive technology, Star Drive Tech has been redefining the boundaries of electric drive technology:

In 2021, the industry's first self-developed 400V silicon carbide electric drive was pioneered, equipped on Zeekr 001, and remains a classic benchmark for balancing electric drive efficiency and performance to this day; in 2024, the industry's first ultra-high integration 11-in-1 intelligent electric drive was launched, becoming the lightest weight, smallest volume, and highest comprehensive efficiency electric drive product at that time; in 2025, the world's first 900V high-performance magnesium alloy coaxial dual electric drive was released, creating the record for the highest power density and highest torque density of mass-produced magnesium alloy dual electric drive assemblies in the industry.

Star Drive Tech defining a new benchmark for global electric drive technology is not just a slogan, but a systemic capability based on a full-stack technical moat where "mass production + pre-research" advance on two tracks.

At the mass production level, the 900V high-voltage magnesium-aluminum alloy electric drive assembly, full-series silicon carbide motor control, and X-pin platform motors have been scaled up for installation, proving reliability and advancement in mass market validation; at the pre-research level, next-generation technologies such as amorphous alloy motors, three-level motor controllers, and embedded motor controllers have been reserved, leaving enough "technical margin" for subsequent product iterations.

Currently, Star Drive Tech has outlined a growth curve that is steep and almost unbelievable:

2022 revenue was 40 million, leaped to 600 million in 2023, broke through 1.7 billion in 2024, and reached 14.8 billion in 2025. From 1.7 billion to breaking 10 billion, it only took 1 year, nearly 6 times annual growth, which is rare in the automotive parts industry.

Image Source: Geely

Star Drive Tech CEO Lin Xiaoze stated that in the first half of this year, the installation volume of motors and motor controls of Star Drive Tech has firmly ranked in the industry top 3, with technical strength located in the global first echelon. According to him, based on predictions, in 2026, Star Drive Tech revenue will exceed 20 billion yuan.

Lin Xiaoze stated that Star Drive Tech showed its "ambition" from the beginning: if doing, must do global electric drive technology!

Speaking with hardcore technology, facing the world with a global layout, Star Drive Tech is turning ambition into reality. Starting from Geely's full series of brands, Star Drive Tech quickly opened up the situation and has become an electric drive partner commonly selected and recognized by global leading automakers.

Currently, Star Drive has smoothly entered the supply chain systems of many global known vehicle factories such as Volvo, Polestar, Renault, Jaguar Land Rover, etc., and multiple in-depth cooperation projects are steadily advancing. It is understood that Star Drive Tech has signed 30 billion in overseas orders, and the export in 2026 is expected to increase by 100%.

Behind the orders is a global layout map that is becoming increasingly perfect. Currently, Star Drive Tech has established R&D and after-sales service centers in Gothenburg, Sweden and many places globally, with Central European teams relaying cooperation, possessing the ability to respond timely to serve global customers 24 hours a day.

Overall, Star Drive Tech has built a global R&D and manufacturing network covering five major cities in China: Wuxi, Shanghai, Hangzhou, Ningbo, Jiaxing, Quzhou, linked with Gothenburg, Sweden, possessing full-chain independent R&D and manufacturing capabilities from key components to assembly system levels.

Worth mentioning is that the globalization of Star Drive Tech is also accelerating. According to public reports, Star Drive Tech's first overseas factory in Malaysia will be put into production in 2026, becoming a bridgehead radiating the Southeast Asian market.

When the core competition of new energy vehicles moves from "vehicle integration" to "core component definition power", Star Drive Tech has the potential to become the "CATL" of the electric drive world.

New Energy Race Second Half, Fighting for "Supply Chain Sovereignty"

At the "Star Drive Era" launch event, Geely Automobile Group Vice President and Geely Automobile Research Institute Dean Li Chuanhai disclosed for the first time the three "Hidden Champion" enterprises cultivated by Geely in three major areas of hybrid-electric, batteries, and electric drives — Haosi Power, Jiyao Mobility, Star Drive Tech.

These three enterprises constitute the true "technical base" of Geely's new energy strategy, and also make Geely the only domestic automaker with global-level independent suppliers in three core tracks simultaneously.

Image Source: Geely

Haosi Power was merged and established by Geely's Aurora Bay Technology and Renault's Horse Tech. Geely and Renault each hold 45% shares, Saudi Aramco holds 10%.

Haosi Power has matched 25 global vehicle enterprises, covering brands such as Geely, Renault, Volvo, Mercedes-Benz, Nissan, Mitsubishi, and is the only global hybrid solution provider in the industry that supplies multiple brands in Europe, America, China, and Korea simultaneously.

Haosi Power's products cover engines, transmissions, hybrid power platforms, and extend to range extender, alcohol-hydrogen alternative fuel and other diverse routes. Zeekr 9X is known as the "Strongest Hybrid SUV on Earth", equipped with the Hanhai Super Hybrid System with power breaking the megawatt level, which was made by Haosi Power.

Jiyao Mobility was established by Geely integrating its battery business, and unified Gold Brick Battery, Shendun Short Blade Battery into the Shendun Gold Brick Battery brand. Currently, Jiyao Mobility has built ten major intelligent manufacturing bases and three research institutes in cities such as Quzhou, Zhejiang, Jianhu, Jiangsu, Ganzhou, Jiangxi, Ningguo, Anhui. As of the second quarter of 2026, the cumulative shipment of cells has reached 75 million units. With the production of existing capacity, the total capacity will reach 150GWh, making it the company with the largest short blade battery capacity globally.

As mentioned above, Star Drive Tech, with its amazing growth curve and technical iteration speed, firmly stays in the domestic electric drive first echelon.

The three enterprises perform their respective duties, allowing Geely to form an independent closed loop of full-link from energy to drive, from hybrid to pure electric.

Then, why does Geely spend such great effort to cultivate three "Hidden Champions" within the system?

The answer is hidden in two macro trends:

First, Supply Chain Security. The crisis of "chip shortage and expensive electricity" previously made all Chinese automakers realize that core three-electric technology cannot rely on external suppliers. Self-research and self-production is not a question of "whether to", but a question of "whether to survive".

Second, Technical Standard Output. When Chinese new energy vehicle exports increased by 585% year-on-year in the first half of 2026, exporting complete vehicles is just a phenomenon, the real profit highland lies in the power to define standards for core components.

According to the sales data disclosed by Geely Holding Group on July 15 for the first half of 2026, the group's total sales reached 1,934,842 vehicles, creating a new high for the same period. Among them, New Energy vehicle sales were 1,100,893 vehicles, an increase of 10% compared to the same period last year, and the new energy penetration rate increased to 56.9%.

Listed company Geely Automobile cumulative sales in the first half were 1,422,958 vehicles, new energy vehicle sales 799,454 vehicles, with a penetration rate of 56%.

During the same period, Geely Automobile's overseas export volume reached 474,228 vehicles, a year-on-year increase of 158%, this number has already exceeded the total export volume of the whole year of 2025. Among the total export volume, new energy vehicles accounted for 58%, export volume was 277,189 vehicles, a significant year-on-year increase of 585%.

When a car company's new energy penetration rate exceeds 56% and overseas exports double in growth, what supports all this is certainly not just product design or brand marketing, but the full-chain independent and controllable system behind it from batteries to electric drives, from hybrids to pure electric, from R&D to manufacturing.

Nowadays, the competition of China's automotive industry has upgraded from the contest of complete vehicle parameters to the fight for core supply chain sovereignty. As Li Chuanhai said at the launch event: "Hidden champions are the solid base for the stable development of China's industrial chain and also the greatest confidence for China's automobiles to participate in global competition head-on."

July 16, 2026, Geely Automobile officially launched the world's first Thunder 16-in-1 intelligent eDrive, relying on its Star Drive Technology full-stack self-developed technology foundation, achieving generational innovation in three dimensions: energy consumption, performance, and reliability. This new eDrive system was first equipped with Geely Galaxy TT, winning two Guinness World Records, proving the hardcore strength of domestic eDrive in balancing energy saving and performance with actual test data, officially kicking off the "Star Drive Era" of the global eDrive industry.

Extreme Integration Reshapes Efficiency Ceiling, 8.20 kWh/100km Refreshes Ring-Lake Energy Consumption Record

Currently, the new energy industry普遍 suffers from insufficient integration and high energy loss pain points. The Thunder 16-in-1 intelligent eDrive achieves new levels of industry integration through deep fusion of 12 hardware modules plus 4 sets of intelligent control algorithms. The entire assembly adopts a lightweight magnesium alloy integrated structure, with a total weight of only 75 kg, reducing weight by over 15% compared to mainstream products on the market; redundant components such as casings, wiring harnesses, and connectors were simplified by over 180, reducing the vehicle body vertical height to 325 mm, while simultaneously releasing 28 L of practical storage space in the trunk, maximizing both lightweighting and space utilization.

The entire system is built on an 800V high-voltage platform, comprehensively optimizing energy consumption from three dimensions: conduction, electromagnetic, and mechanical losses. The high-voltage architecture significantly reduces line current, paired with a shortened 30% high-voltage wiring harness, directly cutting conduction losses by 80%; silicon carbide power devices, 0.2mm ultra-thin low-loss silicon steel sheets, Umini-Pin short扁线 windings, and high-precision honed inverted-V gear combinations work together to reduce switching, core, copper losses, and mechanical friction losses respectively; supplemented by Geely Star Rui AI Cloud Power Large Model, equipped with multiple sets of intelligent energy algorithms, dynamically matching optimal working intervals for different road conditions such as harsh winters, high-speed, and urban congestion.

Under the superposition of multiple technologies, the Thunder 16-in-1 eDrive CLTC comprehensive efficiency reaches 93.8%, the highest level for current mass-produced 800V eDrives. For every 1% increase in efficiency, vehicle electricity consumption can decrease by 1.5%. In actual testing on all roads around Qinghai Lake, the Galaxy TT equipped with this eDrive delivered an ultra-low electricity consumption of 8.20 kWh/100km, successfully certified the "Mass-Produced Pure Electric Sedan Lowest Energy Consumption Around Qinghai Lake" Guinness Record, breaking the global energy efficiency upper limit of pure electric models.

All-Domain Performance No Degradation, 46 km Continuous Drift Establishes Performance Benchmark

Breaking the inherent bias that "energy saving must sacrifice power", the Thunder 16-in-1 four-wheel-drive version dual-motor combined power output reaches 425 kW, 0-100 km/h acceleration in only 3.8 seconds, balancing daily commuting economy with the explosive power of intense driving.

Performance core advantages come from a fully self-developed one-chip integrated control architecture, compressing the traditional multi-chip 40 ms signal transmission link to 2 ms ultra-fast response, throttle instructions immediately follow the press; equipped with AI adaptive torque correction algorithm, converging power output deviation from 3% to 1%, coupled with motion posture prediction model, dynamically allocating front and rear axle torque in milliseconds, body slip control is precise and delicate.

Aiming at the extreme working condition high temperature degradation problem, the industry first 54-channel directional centrifugal oil cooling system, wrapping the motor windings 360 degrees, doubling the cooling contact area, reducing motor peak working temperature directly by 15℃, insulation life simultaneously increases by 10%, long-time high-speed rotation, full-torque output will not trigger power limit protection.

Relying on this stable and controllable power system, Galaxy TT completed super 46 km continuous two-car drift on wet roads at Dongying Intelligent Networked Testing Ground, surpassing the Porsche record held in 2020, winning the Guinness Certification for the Longest Continuous Drift for Electric Vehicles. Pure electric drift has strict requirements for instantaneous torque explosion, posture control, and continuous heat dissipation. The performance of no power degradation and no body loss of control throughout the process fully confirms the stability of this eDrive under extreme working conditions.

Full-Link Strict Trials, 5 Million km Durability Builds Safe and Reliable Bottom Line

High integration architecture reduces failure-prone points such as lines and joints from the source, paired with micron-level precision manufacturing technology, the Thunder 16-in-1 eDrive inherently possesses higher reliability. Production end full-line automation rate can reach up to 95%, MES, QMS digital systems connect the full process, every part, every assembly can be traced, eliminating quality control differences.

In the vehicle usage phase, the eDrive carries AI smart health management system, equivalent to a dedicated power online doctor, real-time monitoring of core parameters such as bearings, power modules, lubricating oil, motor temperature, relying on digital twin models to predict potential failures, realizing active warning, maintenance in advance, saying goodbye to the traditional passive mode of vehicle failure repair.

To adapt to global diverse usage environments, Star Drive Technology built a verification system covering 15 major fields, over 9,000 test items. Products underwent extreme tests including -60℃ to 140℃ ultra-large temperature difference cycle, high temperature and high humidity 300,000 km equivalent aging, 60 times gravity acceleration vibration, 1,512 hours salt fog corrosion, 24 hours 900mm deep water immersion, etc., whole vehicle road durability cumulative completed 5 million km actual test, successfully obtained CATARC "High Quality eDrive" official certification.

Star Drive Technology builds the industry foundation, Geely's three-electric hidden champion cluster forms global competitiveness

The launch of the Thunder 16-in-1 eDrive relies on the full industry chain support of Star Drive Technology, Geely's "hidden champion" in the eDrive field. Star Drive integrates multiple eDrive R&D and manufacturing sub-brands, building a global network covering five domestic intelligent manufacturing bases, Swedish Gothenburg overseas R&D center, Malaysian overseas factory, holding over a thousand patents, among which invention patents account for over 60%, owning the world's first 30,000rpm high-power motor test bench, laboratory passed CNAS authoritative certification, can independently complete all eDrive full items test.

On the production capacity level, Star Drive Technology eDrive total annual production capacity 3 million units, first half of 2026 motor electronic control installation volume ranks in the top three of the industry, products not only match Geely Galaxy, Zeekr, Lynk & Co, Volvo and other self-owned brands, also bulk supply Jaguar Land Rover, Renault, Lotus and other overseas car companies, signed long-term supply orders with leading car companies in many European countries, continuously outputting Chinese power technology to the global market.

Looking at Geely's complete new energy layout, in the hybrid field Haosi Power, in the battery field JiYao Power, in the eDrive field Star Drive Technology, the three hidden champions form a complete three-electric closed loop: Haosi Power owns world-top hybrid thermal efficiency technology, matching 25 whole-vehicle enterprises globally; JiYao Power layouts ten battery factories, planning total capacity 150 GWh, Divine Shield Gold Brick Battery achieves 12C ultra-high rate fast charging; Star Drive Technology launched from 400V to 900V full voltage platform eDrive products, Thunder 16-in-1 is the work of current technology collection of excellence.

From low energy consumption hybrid system, safe fast charging battery, to the ultra-high integration intelligent eDrive released this time, Geely completed three-electric core technology full-stack autonomous controllable, completely got rid of overseas parts technology dependence. The eDrive industry standards and underlying technology logic previously dominated by European and American enterprises are being rewritten by Chinese brands.

Conclusion: Leading China's New Energy to Go Global with Technology Autonomy

The launch of Thunder 16-in-1 intelligent eDrive is not just the iteration of a single power product, but the concentrated release of Geely's full industry chain self-research system strength. Relying on Star Drive Technology's global R&D, intelligent manufacturing, verification system, Geely achieved breakthroughs from materials, processes, hardware to intelligent algorithms in an all-round way, proving with two world-class records that domestic eDrive has already stood in the world technology first echelon.

In the future, Geely will continue to deepen the R&D of three-electric core technologies, relying on the industry advantages of the three hidden champion enterprises, continuously outputting high-performance, high-reliability, high-energy-saving new energy power solutions to the global market, promoting the domestic automotive industry from scale expansion to high-quality technology leadership, continuously consolidating the core discourse power of Chinese automotive brands in the global electrification reform wave.

July 16, the launch of the Thunder 16-in-1 Smart Electric Drive brought Geely back to the global spotlight on electric drive technology again. But behind the excitement, a deeper thread is emerging: Chinese electric drives are transforming from "followers" into "rule makers." Star Drive Technology's products not only serve domestic brands but have also penetrated international giants such as Jaguar Land Rover, Renault, and Lotus, signing long-term orders with top European automakers. When foreign automakers begin proactively purchasing Chinese electric drive systems, this "Power Output" revolution led by Geely has quietly rewritten the competitive map of the global automotive parts industry.

I. Technology Export, System First

For Chinese electric drives to go global, it relies not on a single product, but on a production and research system capable of adapting to global standards. Star Drive Technology has taken the lead in this regard. It has established R&D and after-sales service centers in Gothenburg, Sweden, forming a 24-hour R&D network connecting Asia and Europe. From software to hardware, all development follows global standards to ensure products meet the regulations and performance requirements of various markets. This "Localized R&D + Global Collaboration" model ensures that Chinese electric drives are no longer just "sent overseas for sale," but are deeply embedded within the global innovation chain.

In terms of manufacturing, Star Drive Technology plans to build an overseas manufacturing base in Malaysia, forming a production capacity network radiating across Asia and Europe alongside its five domestic bases in Wuxi, Hangzhou, Ningbo, Quzhou, and Jiaxing. An annual electric drive production capacity of 3 million units means it can handle orders from multiple domestic and international brands simultaneously and flexibly respond to market demand fluctuations. Production lines with over 95% automation rates, combined with micron-level machining accuracy, guarantee consistency in mass production and high quality. When "Chinese Smart Manufacturing" becomes replicable and exportable, overseas customers are naturally willing to open their doors to cooperation.

The verification system is also an important cornerstone of trust for technology export. The Star Drive Technology testing center has obtained CNAS certification and possesses the world's first 30,000 rpm single-motor direct-drive test rig, capable of covering over 95% of electric drive test projects. The "High-Quality Electric Drive" certification from the China Automotive Technology and Research Center and endorsement from Guinness World Records provide quantifiable verification bases for overseas clients. In cooperation with brands such as Jaguar Land Rover and Renault, this "hardcore verification" becomes a key element in eliminating trust gaps. System strength is the most hardcore passport.

II. Brand Endorsement, Value Symbiosis

Geely's global journey is aided by the "ecosystem effect" of multi-dimensional mutual empowerment within the brand. Core technology matrices such as Leishen AI Electric Hybrid 2.0, Shendun Gold Brick Battery, and Ocean Super Electric Hybrid jointly form a powerful technology endorsement network. When international automakers see the outstanding performance in performance and energy consumption of brands under Geely, such as Zeekr and Lynk & Co, and then look at the electric drive products provided by Star Drive Technology, trust naturally increases. This is a symbiotic model of "sister brands prototyping, technology base supplying power," which is a competitive advantage difficult for single electric drive enterprises to replicate.

More importantly, Star Drive Technology has accumulated "luxury DNA" by serving high-end brands such as Volvo, Lotus, and Jaguar Land Rover. These brands have extremely strict requirements for the supply chain, and the ability to supply stably for a long time itself means that Star Drive Technology has reached the global top level in terms of quality, delivery, and service capabilities. This "circle of friends" effect will further attract other automakers to join. When a Chinese electric drive enterprise appears on the procurement list of global top automakers, it is no longer a simple supplier, but a key part of the technology ecosystem.

From the perspective of order volume, long-term orders signed by Star Drive Technology with top European automakers such as the UK, France, and Germany have already proven that the acceptance of Chinese electric drives in the global market is rising rapidly. The motor installation volume stayed steadily in the top 3 of the industry in the first half of 2026. Behind this achievement is the steady execution of the G2G (Gear to Global) strategy. From East Asia to Southeast Asia, from Europe to Africa, the service network is being fully rolled out. Chinese electric drives are no longer hiding behind the scenes for OEM, but standing in the spotlight, participating in global competition in the identity of independent brands.

III. Discourse Reconstruction, Pattern Subversion

The global influence of the Thunder 16-in-1 Smart Electric Drive is reshaping industry discourse power. In the past, core technologies and patents of electric drive systems were mostly held by foreign giants such as Bosch, ZF, and Denso, and Chinese brands could only circle around the mid-to-low-end market. However, now Star Drive Technology, with over 1,000 patents, has formed complete technical coverage on the 400V to 900V full voltage platform. From the world's first 900V magnesium alloy electric drive to Thunder 16-in-1, every product is a result of independent R&D. Chinese brands have finally achieved a milestone leap from "following" to "leading" in this core track of electric drives.

The subversion of the competitive landscape is also reflected in the level of standard setting. When Geely Galaxy TT refreshed the Guinness World Records with 8.20kWh/100km energy consumption and a 45.6 km dual car drift, it actually established a new industry reference system. In the future, electric drive products that want to be recognized as "benchmarks" may need to meet the dual standards of extremely low energy consumption and extreme performance at the same time. This "exam" initiated by Geely forces all participants to increase investment and shorten the R&D cycle. Geely, which completed this exam first and handed in high scores, naturally occupied the initiative to define the track.

From the perspective of national strategy, China proposed the call to cultivate "Hidden Champion" enterprises, and Geely Star Drive Technology is exactly the typical achievement of this policy. It has made up for China's weaknesses in motor technology, high-end materials, and electronic control solutions that have long relied on overseas. When this core technology achieves complete autonomous control, the "chokehold" risk of the entire Chinese automotive industry is significantly reduced. More importantly, it proves to the world that China can not only make the best batteries but also the best electric drive systems. Today, when the trend of new energy is irreversible, the comprehensive output of this "Chinese wisdom" will accelerate the process of the global automotive industry shifting eastward.

Conclusion:

From the long-term contracts of European automakers to the global certification of Guinness World Records, Star Drive Technology has broken the international monopoly with system strength and won world recognition for Chinese electric drives. "The time will come to ride the wind and cleave the waves, I will hoist my cloud-white sail to cross the sea of blue." Geely is sending Chinese power technology to every corner of the global ocean with a thunderous momentum. When Chinese electric drives are no longer just a label of "Made in China" but become part of global standards, this battle of going global can truly be said to have won the future.

3 Guinness World Records in Hand! Geely's "Thunder 16-in-1" Electric Drive, Welds Shut the Global E-Drive Ceiling

On July 16, Geely Automobile Group officially released Geely Galaxy's world's first "Thunder 16-in-1 Intelligent Electric Drive". Relying on Xingqu Technology's years of technical accumulation and complete industrial layout, this new electric drive achieved a generational breakthrough in energy saving, performance, and reliability, directly pulling the daily usage experience of pure electric vehicles to a new height. The Geely Galaxy TT, equipped with this electric drive for the first time, won two Guinness World Records at once: "Lowest Energy Consumption for Driving a Production Pure Electric Sedan Around Qinghai Lake" and "Longest Continuous Dual-Car Drift on Slippery Roads (Electric Vehicle)", proving the global leading strength of Chinese brands in the electric drive field with solid results.

The "Thunder 16-in-1 Intelligent Electric Drive" released this time has the most intuitive feature of integrating 16 hardware and software functions that were previously scattered into one, equivalent to packaging several independently working devices into one highly collaborative unit. It not only has over 180 fewer scattered parts, but its weight is also 15% lighter than mainstream industry products, and can free up an additional 28L of trunk space inside the vehicle. For ordinary car owners, it means carrying more luggage and being more practical for daily travel.

In terms of the most concerned matter of saving power, this electric drive achieved the industry's first place in mass production of the same level with a 93.8% comprehensive efficiency. Simply put, from current transmission, energy conversion to daily full-scenario driving, every link is "picking details" to reduce waste: 800V high-voltage platform plus shortened conduction paths directly reduce current transmission loss by 80%; more advanced silicon carbide chips, thinner silicon steel sheets, and high-precision gears further minimize losses in the electricity, magnetism, and force conversion process; plus the support of Geely Xingrui AI Cloud Power Intelligent Energy Management Large Model, when turning on heating in winter, driving long distances on highways, or commuting during city rush hours, the system will automatically find the most power-saving operation mode. Car owners don't need to deliberately control their footwork, they can find a balance between comfort and power saving. It is precisely thanks to this extreme energy-saving design that the Galaxy TT achieved an ultra-low power consumption of 8.20 kWh/100km in the test run around Qinghai Lake, setting a Guinness World Record for lowest energy consumption for production pure electric sedans around Qinghai Lake.

In terms of power performance, it achieved the level of the top tier of the same level. The four-wheel drive version reaches a comprehensive power of 425kW, and 0-100 acceleration only takes 3.8 seconds. The rarest thing is "fast and stable": the average command response of traditional electric drives is 40ms, it relies on the design of one-chip integration to compress it directly to the fastest 2ms, the power follows the moment the accelerator is stepped on, truly achieving "hits exactly where pointed"; AI algorithms can also reduce real-time torque deviation from 3% to 1%, greatly improving the accuracy of power output of the wheels; plus 54-channel directional cooling technology, the maximum temperature of the motor can be reduced by 15 degrees Celsius, even if driving intensely for a long time, there will be no power attenuation or system torque limit situation.

It is precisely relying on this performance of "performance without interruption throughout the process" that the Galaxy TT completed over 46km of continuous dual-car drift on slippery roads, breaking the record set by Porsche in 2020. Many people may not know that drifting pure electric vehicles is much more difficult than fuel cars: at the moment of starting drift, precise torque must be exploded in milliseconds to allow the car body to smoothly enter the sliding state; during the drift process, power output must be constantly finely adjusted, a slight deviation will cause loss of control; under extreme working conditions of continuous tens of kilometers, the electric drive must withstand continuous high speed and high thermal load, and cannot trigger protection due to overheating. This successful challenge is equivalent to giving all ordinary car owners a reassurance: even if encountering heavy rain and slippery roads, continuous climbing, or long-time intense driving, this electric drive can still output stably and won't let you down.

In terms of reliability, this electric drive has undergone an "over-standard level" test. From single parts to complete electric drive assembly, to the whole vehicle on the road, covering 9000+ tests in 15 areas, cumulatively completing 5 million kilometers of durability verification, and also obtained the authoritative certification of CAERI "High Quality Electric Drive". It also comes with a cloud "online doctor" - Smart Health Management System, relying on AI life prediction model to actively give key components a "checkup", not waiting for parts to break to warn maintenance in advance, turning the past "repair after break" into "active care", reducing the failure probability in the process of using the car from the root.

On the day of launch, Xingqu Technology also opened to the outside world for the first time, showing Geely's complete electric drive R&D, intelligent manufacturing and full-chain industrial layout to the outside world. Currently, Xingqu Technology's R&D and manufacturing network spans multiple cities in China as well as Sweden and Malaysia, with cumulative patent applications exceeding 1000, and the highest automation rate of five major intelligent manufacturing bases exceeds 95%, production accuracy reaches micron level, and the whole process of every electric drive can be intelligently traced. In the first half of this year, the motor installation volume of Xingqu Technology has firmly stayed in the industry TOP3. Products not only serve domestic brands like Geely Galaxy and Zeekr, but also supply to many international car companies such as Volvo, Jaguar Land Rover, and Renault, and signed long-term orders with many top European car companies.

At this point, Geely has cultivated three "Hidden Champions" enterprises in the three core fields of hybrid, battery, and electric drive: Haosi Power, Jiyao Tixing, and Xingqu Technology, forming a full-chain autonomous and controllable three-electric technology system. From the Guinness World Record of over 2608km range created by the Thor Intelligent Hybrid before, to the two new records won by this Thunder 16-in-1 Intelligent Electric Drive, Geely is reshaping the global new energy vehicle power technology standards with solid technical breakthroughs, injecting strong Chinese power into the innovation and upgrade of the global new energy industry.

July 6, Geely Galaxy TT unveiled to the public. The car is positioned as a C-segment pure electric sports sedan, further enriching Geely Galaxy's product matrix. After launch, it will face strong rivals like Xiaomi SU7, XPeng P7+, and AITO Z7.

Geely brand persists with fuel and new energy dual-track development, Galaxy is the core sales pillar of its new energy segment. In the first half of 2026, Geely Galaxy cumulative sales reached 519,800 new vehicles, accounting for 47.2% of Geely brand's total sales and 36.5% of Geely Automobile Group's total sales. However, sales growth for Geely Galaxy this year is sluggish, with month-over-month sales dropping year-on-year for the first five months, until sales stabilized and recovered in June.

Guided price 64,800-94,800 CNY A0-class compact car Geely Star Wish is the main sales contributor for Geely Galaxy, June sales reached 50,900 units, cumulative sales in the first half reached 249,400 units, accounting for nearly half of Geely Automobile Group's sales during the period.

At the March 2025 performance briefing, Geely Holdings CEO Gu Shengyue, Geely Automobile Group CEO Gan Jiayue stated to the media that in 2026, Geely Automobile Group aims to achieve domestic sales number one. Gu Shengyue also said, "In the foreseeable future, in addition to sales setting a new historical high, it is highly probable that for every future performance briefing, our (Geely Automobile Group) core net profit attributable to parent company will also set a new historical high."

In Q1 2026, Geely Automobile Group narrowly defeated BYD (700,500 units) with a sales figure of 709,400 units, becoming the domestic automaker sales champion. Group revenue also increased from 72.692 billion CNY in the same period last year to 83.776 billion CNY, achieving 15% year-on-year growth; core net profit attributable to parent company also saw a 31% year-on-year increase.

However, since March, BYD has entered a dense new product release period and also released second-generation Blade Battery and fast charging technology, regaining the initiative. In the first half of the year, BYD returned to the throne of "Domestic Top Automaker" with 1.8085 million units sales, while Geely Automobile Group ranked second with 1.4230 million units sales sales. Geely, Lynk & Co, and Zeekr brands sold 1.1004 million, 144,200 and 178,400 units respectively. Among the three brands, only Zeekr brand achieved year-on-year sales growth.

Equally noteworthy alongside sales growth is the product structure. Management once stated outright that an excessively high sales proportion of entry-level models leading to declining profitability is a "weakness the group needs to overcome urgently".

Currently, the automaker has not disclosed the first-half 2026 report, and specific revenue composition was also not disclosed in the Q1 report, so it is impossible to calculate the changes in per-vehicle revenue and per-vehicle profitability. However, how Geely Automobile Group will balance scale growth and profitability improvement while relying on entry-level models to support the overall sales volume remains a management challenge that requires continued attention.

 Geely Galaxy Hard to Escape Low-Price Volume Dilemma

In 2025, Geely Galaxy ushered in a comprehensive "explosion", with multiple star models performing brightly. Geely Star Wish broke 40,000 units in sales for 7 consecutive months, Galaxy M9 reached nearly 40,000 units in cumulative sales less than 4 months since officially launching in September, becoming a dark horse in the C-segment hybrid SUV market.

However, due to relatively dense new car releases and some price overlaps, customer sources were dispersed among internal models, significantly increasing the difficulty of cultivating Geely brand models that maintain consistent high volume.

Sales of Galaxy M9 (Photo/Yiche)

According to data released by Yiche, since the beginning of this year, Galaxy M9's monthly retail sales have declined significantly compared to the initial sales period. In January and February, the model still maintained sales levels of over 6,000 and 5,000 units respectively, but in March it dropped directly to 3,773 units. In April and May, sales hovered around 3,000 units. Cumulative retail sales in the first 5 months were even lower than the Zeekr 9X at the 450,000 yuan level.

Facing intensifying industry competition, Geely brand launched a new round of dense new car release offensive to boost sales, with Geely Galaxy becoming the core main force for product release. In the first half of the year, Geely Galaxy has launched home sedan Galaxy A7 EV and 2026 version Galaxy A7 EM, hybrid SUV Galaxy M7 Voyager, hybrid sedan Galaxy Starlight 7 MAX, A0-class compact car all-new Geely Star Wish, light off-road SUV 2026 version Galaxy Cowboy, pure electric SUV Galaxy Starship 7 EV, and other new cars, focusing layout on 100,000 yuan price bracket.

After experiencing month-on-month sales declines in the first five months of this year, June finally saw Geely Galaxy achieve a year-on-year sales increase. However, it is not difficult to find the underlying reason upon close inspection: popular models such as Galaxy Starlight 7 MAX, 2026 version Galaxy Cowboy, all-new Geely Star Wish, Galaxy Starship 7 EV, etc. began to launch successively from mid-to-late May and released their heat collectively in June. In other words, Geely brand has still failed to get rid of the situation of stacking sales with new cars.

Even if Star Wish itself has strong sales performance, it is difficult to completely help Geely brand withstand the downward pressure of the industry. With the intensification of competition within the A0-class market, a crowd of 100,000-150,000 yuan level models are continuously eroding the survival space of A0-class commuter cars with lower pricing, richer configurations, and longer range. Geely Star Wish not only has to bear the competitive pressure from BYD Seagull, Leapmotor A10, Wuling Bingo PLUS and other same-level models, but also cope with the traffic diversion that might come from Leapmotor C10, Changan Deepal S05, XPeng MONA L03, and other 100,000-150,000 yuan level models. In addition, this car may also face internal competition with models such as Galaxy Starship 7 EV.

However, Lynk & Co and Zeekr brands, positioned towards mid-to-high end, although have decent market performance, are not mainstream in the total sales proportion of Geely Automobile Group. If one wishes to stand again at the top position of domestic brand sales, Geely Automobile Group still needs to create more blockbuster models capable of sustained high volume sales for the Geely brand.

 Compensate Domestic Sales Gap with Overseas Increment?

According to data announced at the beginning of the year, in 2026, Geely Automobile Group's overall sales target is 3.45 million units, and export sales target is 640,000 units. Divided by brand, Geely, Lynk & Co, and Zeekr brands bear sales tasks of 2.75 million, 400,000 and 300,000 units respectively. Therefore, in the first half of the year, Geely Automobile Group's overall sales target completion rate was 41.2%, with Geely, Lynk & Co, and Zeekr brands achieving 43.2%, 36.1% and 59.5% respectively.

Overseas markets contributed the vast majority of increments for Geely Automobile Group. In the first half of the year, Geely Automobile Group accelerated global market expansion: Concentrated completion of brand landing in five European countries (Spain, Germany, Netherlands, Belgium, Luxembourg) and reached cooperation with Switzerland's top dealer group, confirming entry into Swiss market in Q3; Deepened core markets in Southeast Asia such as Indonesia, Malaysia, Vietnam, launched Lynk & Co 900, Coolray, Okavango L to expand product lineup; Landed localized capacity in Latin American market, completed Star Wish production in Brazil factory; In Middle East and Central Asia markets, Lynk & Co 900 landed in many Middle Eastern countries, Galaxy series models penetrated Central Asian market.

Latest data from CPCA shows that in June, domestic passenger car export volume (including CKD) increased by 82.3% year-on-year to 877,000 units, accounting for 37% of total passenger car manufacturer sales; among them, new energy vehicle exports accounted for 56.9% of total exports, an increase of 16 percentage points compared to the same period last year; domestic brand exports reached 763,000 units, an 86% year-on-year increase, with the entire industry maintaining high prosperity.

Against the backdrop of a generally strong industry export, in the first half of the year, Geely Automobile Group's export volume increased by 158% year-on-year to 474,200 units, with the half-year scale surpassing the total 2025 annual export volume. According to reports from "International Finance News" and Orient Securities research report information, thanks to the overseas market exceeding expected growth, the group subsequently raised export sales guidance twice internally, from 640,000 units to 750,000 units, and then to 900,000 units, indicating that the group's export target completion rate for the first half exceeded half.

However, it is worth noting that although the overseas sales target was significantly increased, Geely Automobile Group did not release information about increasing the overall sales target.

In 2025, Geely Automobile Group cumulative sales were 3.0246 million units, including 420,100 units export sales, equivalent to its domestic sales of about 2.6045 million units last year. According to the latest export indicators calculation, in 2026, the group needs to sell 2.55 million new vehicles domestically to achieve the overall target, which is even nearly 55,000 units less than last year's domestic sales.

According to CPCA data, in June, the A00 and A0-class economy EV market faced significant pressure. A00-class car wholesale sales were 77,000 units, down 50% year-on-year, down 11% month-on-month, accounting for 8% share of pure electric vehicles, down 11.9 percentage points compared to the same period last year; A0-class car wholesale sales were 314,000 units, accounting for 32% share of pure electric vehicles, up 9 percentage points year-on-year; A-class car wholesale sales were 236,000 units, accounting for 24% share of pure electric market, down 2.7 percentage points year-on-year.

Geely brand's new energy vehicles under the brand are mostly in the A00-A class market. Their domestic new energy sales trends are highly bound to the fluctuations of the aforementioned segmented markets. The structural adjustment of the economy EV market will also directly impact the brand's domestic market growth rhythm.