In-Depth Analysis of Geely's WAM (World Action Model) Technical Advantages and Market Impact

Based on the above research data, I will provide you with an

.

---

The

launched by Geely at CES 2026 marks the entry of automotive intelligence into the “Full Vehicle Brain” phase [1][2]. This technological breakthrough is reflected in the following dimensions:

Technical Dimension	Traditional Solutions	WAM (World Action Model)
Decision-Making Architecture	Modular rule-driven	Unified scheduling of vision-language model + expert model
Iteration Cycle	Monthly/quarterly iteration	Ultra-fast 1-2 week iteration [3]
Data Processing	Single-domain data silos	Cross-domain integration of intelligent driving, cockpit, chassis, and powertrain domains
Understanding Capability	Object recognition	Traffic semantic understanding and behavioral intent prediction [1]

The Qianli Haohan Assisted Driving System has been officially upgraded to

, adopting the with the following core capabilities [1][2]:

• Cloud-based multi-modal model with 100-billion parameters + in-vehicle model with 10-billion parameters
• Leading perception hardware in its class
  : Thor chip (1400TOPS), dual Orin chips, 5 lidars, 31 perception components
• Data scale advantage
  : Cumulative data from 8.5 million assisted driving vehicles,
  25 million clips of model training data
  , millions of vehicle accident safety data (industry-leading) [1]

---

The core competitive advantage of the WAM model lies in its

:

┌─────────────────────────────────────────────────────────┐
│              Geely's Intelligent Driving Data Moat       │
├─────────────────────────────────────────────────────────┤
│  • 8.5 million: Cumulative scale of assisted driving vehicles │
│  • 25 million clips: Industry-leading model training data fragments │
│  • 10 billion km: Intelligent driving journey data       │
│  • Million-level: Integration of Volvo's safety big data │
│  • 23.5EFLOPS: Xingrui's comprehensive computing power (No.1 among Chinese automakers) [3] │
└─────────────────────────────────────────────────────────┘

Gan Jiayue, CEO of Geely Holding Group, clearly stated:

[3]. This iteration speed forms a significant lead in the industry:

Automaker	Iteration Cycle	Data Source
Geely WAM	1-2 weeks [3]	Official disclosure
Xpeng “Cloud Model Factory”	5 days [4]	Official disclosure
Industry Average	1-3 months	Industry estimate

Through the construction of the

new technology infrastructure, Geely has achieved three-fold optimization of R&D costs [5]:

• Platform-based R&D
  : Unified AI empowerment for GEA Evo, Haohan S, CMA Evo, and SPA Evo architectures
• Supply chain collaboration
  : Internal resource integration to avoid redundant investment
• Scale effect release
  : Total sales of 3.02 million units in 2025,
  new energy penetration rate of 56%
  [6]

---

Version G-ASD3 has been pushed to

via OTA [3][7]:

Model	Equipped Solution	Core Function Upgrades
Zeekr 001	Qianli Haohan H7	NZP City Navigation, improved parking efficiency
Zeekr 7X	Qianli Haohan H7	Full-scenario intelligent driving from parking spot to parking spot
Zeekr 009	Haohan Intelligent Driving 2.0 Optional Package	Highway NZP, City NZP+
Zeekr 9X	Qianli Haohan H9	Level 3 (L3) capabilities [3]
Zeekr 007/007GT/MIX	Qianli Haohan H7	End-to-end large model intelligent driving

[8][9]:

• Annual deliveries of
  224,133 units
  , with a year-on-year growth of approximately 60%
• December monthly deliveries of
  30,267 units
  , a new historical high
• Zeekr 009 became the
  sales champion among MPVs priced above RMB 400,000
• Zeekr 9X became the
  first model in the large SUV market priced above RMB 500,000 to achieve monthly sales exceeding 10,000 units

Lynk & Co has entered the

, and the Qianli Haohan solution has realized “equal access to luxury configurations” [10][11]:

Model	Equipped Solution	Intelligent Experience
Lynk & Co 900	Qianli Haohan H7	Rollout of highway L3 and low-speed L4 functions
Lynk & Co 10 EM-P	Qianli Haohan H7	Intelligent parking exit, G-AES emergency steering
Lynk & Co 07/08 EM-P	Qianli Haohan H7	Parking spot to parking spot NZP
Lynk & Co Z20	Qianli Haohan H5	Basic L2+ functions

[10][12]:

• Annual sales
  exceeded 350,000 units
  , with a year-on-year growth of 22.8%
• Cumulative users exceeded 1.68 million, and the brand’s weighted average price exceeded
  RMB 200,000
• Lynk & Co 900’s sales exceeded
  50,000 units
  within 6 months of launch, ranking among the top three in full-size hybrid SUV sales
• Three-year residual value rate of 54.58%
  , with Lynk & Co 03/07/09 topping their respective market segments

---

┌────────────────────────────────────────────────────────────┐
│              Intelligent Driving → Sales Growth Transmission Mechanism │
├────────────────────────────────────────────────────────────┤
│                                                            │
│  WAM Technical Advantages                                  │
│      ↓                                                     │
│  Improved Intelligent Driving Experience → User Word-of-Mouth Propagation → Enhanced Brand Premium Capability │
│      ↓                                                     │
│  Expanded Market Share → Release of Scale Effects → Further Strengthened Cost Advantage │
│      ↓                                                     │
│  Guaranteed R&D Investment → Sustained Technical Leadership → Deepened Competitive Barriers │
│                                                            │
└────────────────────────────────────────────────────────────┘

Based on current data and technological trends, a scenario analysis of Zeekr and Lynk & Co’s 2026 sales is as follows:

Brand	2025 Actual	2026 Conservative Forecast	2026 Baseline Forecast	2026 Optimistic Forecast
Zeekr	224,000 units	250,000-270,000 units	280,000-320,000 units	350,000+ units
Lynk & Co	350,000 units	380,000-400,000 units	420,000-450,000 units	500,000 units
Total	574,000 units	630,000-670,000 units	700,000-770,000 units	850,000+ units

:

• L3/L4 Function Implementation
  : Highway L3 and low-speed L4 functions will be rolled out in 2026 [1]
• Improved Product Matrix
  : Continued volume growth of high-end models such as Zeekr 9X and Lynk & Co 900
• Intelligentization Premium
  : High-level intelligent driving has become a core consideration for consumer purchase decisions (technology accounts for 41% of the weight) [13]

According to market data [14], China’s intelligent driving market shows a trend of head concentration, and it is expected that in 2026:

• Geely Group (including Zeekr and Lynk & Co)
  : Expected to increase from the current 22% to
  25-28%
• Key Competitors
  :
  • Huawei ADS: Maintain 20-22% market share
  • Xpeng XNGP: 18-20% market share
  • Li Auto AD Max: 15-17% market share

---

Technical Route	Representative Enterprises	Core Characteristics	Advantages	Disadvantages
WAM World Model	Geely	Physical world modeling + behavioral prediction	Clear safety boundaries, strong interpretability	High computing power demand
VLA Vision-Language Model	Li Auto, Xpeng	Unified vision + language + behavior	Good user interaction experience	Insufficient coverage of long-tail scenarios
End-to-End Large Model	Tesla, Huawei	Data-driven end-to-end	Fast iteration speed	Poor interpretability, ambiguous safety boundaries

1. Safety DNA
   : Integration of Volvo’s safety big data, supported by millions of accident data [1]
2. Scale Advantage
   : Data collection scale of 8.5 million vehicles forms a data flywheel
3. Iteration Speed
   : 1-2 week iteration cycle forms a time barrier
4. Full-Domain Integration
   : Collaborative decision-making across intelligent driving, cockpit, chassis, and powertrain domains

---

• Regulatory Risk
  : Laws and regulations for L3-level intelligent driving are not yet fully clear [3]
• Intensified Competition
  : Huawei, NIO, Li Auto, etc., continue to increase investment in intelligent driving
• Technical Route Risk
  : The outcome of the competition between VLA and WA routes is still unclear [14]
• Supply Chain Risk
  : Supply stability of high-end chips (Thor, Orin)

Based on the above analysis, the following ratings are given:

Evaluation Dimension	Rating	Explanation
Technical Leadership	★★★★★	WAM’s iteration speed and data scale are industry-leading
Market Transformation Capability	★★★★☆	Continuously verified by Zeekr and Lynk & Co’s sales
Competitive Barriers	★★★★★	Triple barriers of data, computing power, and scale
Growth Certainty	★★★★☆	Certain opportunities in the second half of the intelligentization era

---

[1] Sina Finance - Geely Launches Full-Domain AI 2.0; Qianli Haohan G-ASD to Roll Out Highway L3 and Low-Speed L4 Functions This Year (https://finance.sina.com.cn/stock/usstock/c/2026-01-07/doc-inhfmppx6526757.shtml)

[2] D1EV - EV Morning News | Geely Launches Full-Domain AI 2.0 Technology System; Qianli Haohan Officially Upgraded to G-ASD (https://d1ev.com/news/shichang/283330)

[3] CNFOl - Gan Jiayue: Geely’s Intelligent Driving Can Iterate Every 1-2 Weeks to Form a Generational Lead (http://auto.cnfol.com/xincheshangshi/20260107/31922498.shtml)

[4] Sina Finance - Full Comparison of New Power AI Large Models: Xpeng’s Ambition, Li Auto’s Pragmatism, NIO’s Catch-Up (https://finance.sina.com.cn/roll/2025-04-29/doc-ineuvxpr5503332.shtml)

[5] Sohu Auto - Entering the Full-Domain AI 2.0 Era, Geely Aims to Make Intelligent Driving a Chinese Benchmark (https://www.sohu.com/a/974156865_430289)

[6] China.org.cn Auto - Geely Participates in CES 2026 and Launches Full-Domain AI 2.0 (http://auto.china.com.cn/corp/20260106/731969.shtml)

[7] News18A - Zeekr 009 Adds Haohan Intelligent Driving 2.0 Optional Package; Intelligent Driving Functions Upgraded (https://www.news18a.com/news/storys_216953.html)

[8] Sina Finance - 2025 Auto Market Wrap-Up: What Did Zeekr Do Right as Chinese Luxury Brands Enter the RMB 500,000 Track? (https://cj.sina.cn/articles/view/5115326071/130e5ae7702002r4v6)

[9] News18A - Zeekr Technology Group’s 2024 Revenue Exceeds RMB 100 Billion, Sales Hit a New High (https://www.news18a.com/news/storys_216953.html)

[10] CYZone - Behind Lynk & Co’s 2025 Sales Lies a Major Trend in the Auto Market (https://m.cyzone.cn/article/820883.html)

[11] OFweek New Energy Network - 350,000 Units Sold Annually Against the Trend: What Makes Lynk & Co a Game-Changer for Chinese High-End Brands? (https://nev.ofweek.com/2026-01/ART-71000-8420-30678043.html)

[12] 21st Century Business Herald - New Energy “Series 9” Competition: Following Li Auto and AITO, Lynk & Co 900 Arrives (https://www.21jingji.com/article/20250117/herald/8abdafc848d04b3a78f9e8b84f04e835.html)

[13] China Business Journal - Electrification Enters a Period of Slow Growth, Automotive Intelligentization Enters the “Second Half” (https://www.stcn.com/article/detail/3339421.html)

[14] OFweek - Analysis | Two Core Intelligent Driving Routes Compete Head-On: How Do Automakers Choose Between Them? (https://m.ofweek.com/ai/2025-09/ART-201716-8500-30671014.html)

---

:

Figure 1: Comparison of Annual Sales Trends of Zeekr and Lynk & Co Brands (2021-2025)

Figure 2: WAM Technical Competitiveness Radar Chart and Market Share Distribution of China’s Intelligent Driving Market

---

For more in-depth

or , you can enable the to obtain detailed technical indicators, financial models, and investment recommendations from professional brokerage databases.