Gasgoo Munich- The first half of the electric vehicle race was a contest to build hit models. The second half shifts the battlefield to who defines the standards for core components.While many automakers are still weighing whether to develop parts in-house, Geely has already secured full control over the "three-electric" chain—spanning batteries to e-drives, and hybrids to pure electrics.Recently, Geely Galaxy hosted the "InfiMotion Era" launch, officially unveiling the Thunder 16-in-1 smart e-drive. On the same day, InfiMotion—the company behind this product—stepped into the spotlight. With revenue expected to surpass 20 billion yuan this year, Xingqu is a critical piece in Geely's e-drive strategy.At the same time, three "hidden champions" cultivated by Geely in the fields of hybrid power, batteries, and e-drives—Horse Powertrain, ENERGEE, and InfiMotion—made a collective debut, fully revealing Geely's map for full-stack, in-house development of its electric systems.Grown within the Geely ecosystem, these component companies are now carving out places on the procurement lists of global mainstream automakers as independent suppliers.Behind the 16-in-1: A Dual Narrative of Efficiency and PerformanceIn the EV industry, the battle over e-drive integration is essentially an extreme game of trade-offs between space, weight, and efficiency.Integrating an extra component means cutting a set of wiring harnesses, reducing energy loss, and saving chassis space.Yet, as integration rises, challenges with heat dissipation, electromagnetic interference, and reliability increase exponentially.Geely's Thunder 16-in-1 smart e-drive achieves deep cross-domain integration of 12 core hardware components—including the motor, inverter, reducer, on-board charger, DC/DC converter, high-voltage distribution unit, vehicle controller, battery management sub-controller, thermal management controller, intelligent gateway, and torque control module—along with four software functions: smart energy management, smart charging management, smart motion control, and smart health management.Image Source: GeelyWeighing just 75kg, the system drastically simplifies the power transmission path and cuts energy loss. Structurally, it achieves a dual breakthrough in efficiency optimization and vehicle lightweighting.Technologically, the e-drive leverages Geely's mature 800V high-voltage architecture and AI-driven energy optimization to distribute and utilize energy with precision. Through manufacturing innovations like 0.2mm low-stress ultra-thin silicon steel sheets, high-precision gear honing, and an innovative inverted-V gear structure, it shatters efficiency bottlenecks. The result is a record comprehensive efficiency of 93.8% (CLTC) for mass-produced models in its class, with consumption as low as 10 kWh per 100 km—ensuring every kilowatt-hour is efficiently converted into driving power.In the Qinghai Lake energy challenge, a Geely Galaxy TT equipped with the Thunder 16-in-1 achieved an ultra-low consumption of 8.20 kWh/100 km, setting a Guinness World Record for the lowest energy consumption by a mass-produced pure electric sedan circling the lake.Beyond efficiency, the Thunder 16-in-1 delivers a leap in power performance. The Geely Galaxy TT all-wheel-drive variant boasts a combined output of 425 kW, accelerating from zero to 100 km/h in just 3.8 seconds.The system uses a single-chip integration scheme, consolidating signal analysis, computing, and dynamic control for the powertrain and chassis into one high-computing chip. This compresses the traditional control loop from an average of 40 milliseconds to under 2 milliseconds, enabling high-speed response to power commands.Using AI deviation prediction control and adaptive PID algorithms, real-time torque deviation is cut from 3% to 1%, allowing for more precise and refined vehicle posture control. Additionally, 54-way directional cooling technology doubles heat dissipation efficiency compared to traditional oil cooling, lowering the motor's peak temperature by 15 degrees. This effectively solves power fade and overheating under high load, creating an ultimate "man-machine unity" experience with no delay, no deviation, and no attenuation in output.Regarding safety and durability, the deeply integrated architecture of the Thunder 16-in-1 eliminates numerous external connection points and low-voltage wiring harnesses, reducing the probability of failure at the source.In manufacturing, equipment precision for key processes reaches the micron level, with 100% traceability of production data. This ensures standardized quality and zero-defect reliability for every e-drive and every component.The e-drive also features an industry-leading smart health management system. Using an AI life prediction model, it performs active check-ups and maintenance on key components—acting like a cloud-based "online doctor" that shifts the paradigm from "passive repair" to "active care," ensuring long-term vehicle safety and user experience.InfiMotion Steps Into the Spotlight, Accelerating GlobalizationBehind the successful mass production of the Thunder 16-in-1 lies the deep technical accumulation and global industrial strength of InfiMotion, a core partner in Geely's ecosystem.As Geely's trump card in e-drive technology, InfiMotion has been constantly redefining the boundaries of the field:In 2021, it pioneered the self-developed 400V silicon carbide e-drive for the ZEEKR 001, which remains a classic benchmark for balancing efficiency and performance. In 2024, it launched the industry's first ultra-integrated 11-in-1 smart e-drive, which became the lightest, smallest, and most efficient product in its class at the time. In 2025, it released the world's first 900V high-performance magnesium alloy coaxial dual e-drive, setting records for the highest power and torque density in mass-produced magnesium alloy dual e-drive assemblies.InfiMotion's drive to define a new global benchmark is not just a slogan; it is a systematic capability built on a "mass production + pre-research" dual-track strategy that forms a technological moat.On the production front, 900V high-voltage magnesium-aluminum e-drive assemblies, full silicon carbide controls, and X-pin platform motors have been deployed at scale, proving their reliability and advanced nature through massive market validation. On the R&D front, next-generation technologies like amorphous alloy motors, three-level motor controllers, and embedded motor controllers are already in reserve, providing ample "technical headroom" for future product iterations.Today, InfiMotion has traced a growth curve so steep it seems almost inconceivable:Revenue was 40 million yuan in 2022, jumped to 600 million in 2023, broke 1.7 billion in 2024, and hit 14.8 billion in 2025. The leap from 1.7 billion to over 10 billion took just a single year—a nearly sixfold annual increase that is rare in the auto components sector.Image Source: GeelyLin Xiaozhe, CEO of InfiMotion, stated that in the first half of this year, Xingqu's installation volume for motors and motor controllers ranked firmly in the industry's top three, with its technical strength placing it in the global first tier. He revealed that forecasts predict InfiMotion 's revenue will exceed 20 billion yuan in 2026.Lin noted that InfiMotion made its "ambition" clear from day one: if you're going to do e-drive technology, you have to be global.Backed by hardcore technology and a global footprint, Xingqu is turning that ambition into reality. Starting with Geely's full brand portfolio, InfiMotion quickly expanded its reach and is now a recognized e-drive partner for some of the world's leading automakers.InfiMotion has successfully entered the supply chains of several globally renowned OEMs, including Volvo, Polestar, Renault, and Jaguar Land Rover, with multiple deep cooperation projects steadily advancing. It is reported that InfiMotion has signed overseas orders worth 30 billion yuan, with exports expected to double in 2026.Behind those orders lies an increasingly perfected global map. InfiMotion has established R&D and after-sales service centers in Gothenburg, Sweden, and other locations worldwide. With China-Europe teams working in relay shifts, the company offers 24-hour responsiveness to global clients.Overall, InfiMotion has built a global R&D and manufacturing network covering five Chinese cities—Wuxi, Shanghai, Hangzhou, Ningbo, Jiaxing, and Quzhou—linked with Gothenburg, Sweden. It possesses full independent R&D and manufacturing capabilities across the entire industrial chain, from key components to system-level assemblies.Notably, InfiMotion's globalization is accelerating. According to public reports, its first overseas factory in Malaysia will begin production in 2026, serving as a bridgehead for the Southeast Asian market.As the core competition in EVs shifts from "vehicle integration" to "defining core components," InfiMotion has the potential to become the CATL of the e-drive world.The Second Half of the EV Race: Fighting for "Supply Chain Sovereignty"At the "InfiMotion Era" launch, Li Chuanhai, Vice President of Geely Automobile Group and President of the Geely Automobile Research Institute, systematically disclosed for the first time the three "hidden champions" Geely has cultivated in hybrid power, batteries, and e-drives: Horse Powertrain, ENERGEE, and InfiMotion.These three companies form the true "technological foundation" of Geely's new energy strategy, making Geely the only domestic automaker to possess world-class independent suppliers across all three core tracks simultaneously.Image Source: GeelyHorse Powertrain was formed through the merger of Geely's Aurobay and Renault's Horse Powertrain. Geely and Renault each hold a 45% stake, while Saudi Aramco holds 10%.Horse Powertrain already supplies 25 global OEMs, covering brands including Geely, Renault, Volvo, Mercedes-Benz, Nissan, and Mitsubishi. It is the only global hybrid solution provider in the industry simultaneously supplying brands across Europe, the U.S., China, and South Korea.Horse Powertrain's product lineup covers engines, transmissions, and hybrid platforms, extending into diverse paths including range extenders and alcohol-hydrogen alternative fuels. The ZEEKR 9X, touted as the "strongest hybrid SUV on earth," is powered by the Haohan Super Hybrid System, which breaks the megawatt barrier and comes directly from Horse Powertrain.ENERGEE was established by integrating Geely's battery businesses, unifying the Golden Brick Battery and Aegis Short Blade Battery under the Aegis Golden Brick Battery brand. Currently, Jiyao has built ten smart manufacturing bases and three research institutes in cities such as Quzhou (Zhejiang), Jianhu (Jiangsu), Ganzhou (Jiangxi), and Ningguo (Anhui). By the second quarter of 2026, cumulative battery cell shipments reached 75 million units. As new capacity comes online, total capacity will reach 150 GWh, making it the world's largest producer of short blade batteries.As previously mentioned, InfiMotion sits firmly in the first tier of domestic e-drive manufacturers, thanks to its staggering growth curve and rapid technology iteration.Each company plays its distinct role, allowing Geely to form a fully autonomous, closed-loop chain spanning from energy to drive, and from hybrid to pure electric.Why has Geely invested so much effort in cultivating these three "hidden champions" within its system?The answer lies in two macro trends:First, supply chain security. The previous crisis of "scarce chips and expensive batteries" made all Chinese automakers realize that core electric technologies cannot rely on external suppliers. In-house development and production are not a matter of choice, but of survival.Second, exporting technical standards. As Chinese EV exports surged 585% year-on-year in the first half of 2026, exporting vehicles is just the surface; the true high ground for profit lies in defining the standards for core components.According to sales data for the first half of 2026 released by Geely Holding Group on July 15, total group sales reached 1,934,842 units—a record high for the period. Sales of new energy vehicles hit 1,100,893 units, up 10% from the previous year, lifting the NEV penetration rate to 56.9%.Listed entity Geely Automobile reported cumulative first-half sales of 1,422,958 units, with NEV sales of 799,454 units and a penetration rate of 56%.In the same period, Geely Automobile's overseas exports reached 474,228 units, a 158% year-on-year increase that surpasses the total export volume for the entire year of 2025. NEVs accounted for 58% of total exports, reaching 277,189 units—a massive 585% year-on-year surge.When an automaker's NEV penetration exceeds 56% and overseas exports double, what supports this performance is not merely product design or brand marketing. It is the fully autonomous and controllable system behind it—spanning from batteries to e-drives, hybrids to pure electrics, and R&D to manufacturing.Today, competition in the Chinese auto industry has escalated from a battle over vehicle specifications to a fight for sovereignty over the core supply chain. As Li Chuanhai stated at the conference: "Hidden champions are the solid foundation for the stable development of China's industrial chain, and they represent the greatest confidence for Chinese automakers to compete head-on on the global stage."