金吾财讯 | 交银国际研报指,2025年3月3日,吉利汽车(00175)举办吉利AI智能科技发布会,正式发布了全新的“千里浩瀚”智驾系统。该系统分为H1至H9五个版本,覆盖从基础辅助到全场景L3级自动驾驶功能,并计划年内量产搭载于吉利银河、中国星等全系车型,实现高阶智驾的普及。除了公布智能化战略外,吉利还发布了2025款吉利银河E8,新车限时先享价为14.98-19.88万元人民币,相较老款起售价便宜1.6万元人民币。增加了激光雷达。同时吉利公布多款银河车型的3月限时先享指导价,降幅为3,000-6,000元人民币不等。我们认为吉利此次发布会是对比亚迪(01211)、长安等竞争对手智能化战略的回应,强调其“体系化能力”与“平台化基因”的优势,同时和别的车企不同在于避免过份依赖外部供应商。吉利提出“安全平权”理念,将高阶智驾从高端车型下沉至全价位市场。
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