Gasgoo Daily: Geely and Renault launch new strategic cooperation in Brazil

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Geely and Renault launch new strategic cooperation in Brazil

On November 19, Geely Holding Group announced the formal launch of its latest strategic partnership with Renault in Brazil, following the establishment of a new joint venture, Renault Geely do Brasil.

A ceremony at the Ayrton Senna industrial complex marked the transition from planning to execution of their South American NEV strategy.

Investment & production plans

• The joint venture will invest 3.8 billion Brazilian reais (≈ 5.1 billion yuan) to bring new energy vehicle platforms and models into localized production in Brazil.

• The investment is expected to: Increase utilization of the industrial park; Strengthen Geely's presence in the Latin American NEV market

Upcoming localized models

Under the investment roadmap:

• Two new models based on Geely's GEA NEV-dedicated architecture will be localized for production, with market launch scheduled for the second half of 2026.

• Geely and Renault will jointly create a new NEV technology platform, from which Renault will introduce a new model planned to enter production in 2027.

Strategic roles of both partners

Renault provides:

• A long-standing manufacturing footprint in Brazil

• A mature and extensive local sales network

Geely contributes:

• Advanced NEV technologies

• A broad NEV product portfolio

Geely's EX5 and EX2 (Xingyuan) models already entered the Brazilian market via Renault's dealership network and have seen early consumer traction.

Local ecosystem development

The partners plan to build a complete local ecosystem, covering:

• Localized manufacturing

• Supply-chain operations

• Sales and service networks

• Long-term aftersales support

Broader alliance context

The Brazil initiative builds on prior Geely–Renault collaborations, including:

• Joint vehicle manufacturing in South Korea

• Co-founding of the global powertrain company HORSE Powertrain

The new phase of cooperation is expected to help both companies secure sustained growth in Brazil and the wider Latin American NEV market, where competition is rapidly intensifying.

BYD Fengcheng "Ti Series" cumulative sales reach 100,000 units

On November 19, BYD announced that cumulative sales of the Fangchengbao Titanium (Ti) Series have reached 100,000 units.

The Ti Series currently includes two models:

• Ti 3  – launched April 2025, starting price RMB 133,800.

• Ti 7 – launched September 2025, priced RMB 179,800–219,800.

Ti 3 highlights:

• Exterior: "interstellar combat vehicle" design with a futuristic look, dual-line headlights, signature wheels, wing-style toolbox, and dual-line taillights.

• Interior: light color scheme, futuristic minimalist layout, wing-shaped dashboard, C-shaped ambient lighting, "battle-car gear lever + crystal buttons", integrated digital/physical controls.

• Powertrain:

RWD single motor: 160 kW

AWD dual motor: 310 kW, 0–100 km/h in 4.9 s

CLTC range: 501 km

Ti 7 highlights:

• Exterior: load-bearing body structure, boxy off-road style, dual-layer headlamp design with dual "L" lighting effect, unpainted bumpers and side skirts.

• Interior: stepped dual-layer floating center console with open storage, 12.3-inch digital cluster, 15.6-inch center screen, column shifter, wireless charging pad.

• Powertrain:

New-generation DM platform 1.5T PHEV system.

1.5T engine peak power: 115 kW.

FWD single motor: 200 kW.

AWD dual motors: 160 kW (front) + 200 kW (rear), 0–100 km/h in 4.5 s.

• Battery & Range (CLTC):

2WD: 26.6 kWh / 35.6 kWh battery packs

AWD: 35.6 kWh

Pure-electric range: 135–200 km

Pony.ai partners with SANY TRUCK and DFLZM to co-develop 4th-generation autonomous trucks

On November 19, Pony.ai announced new partnerships with SANY TRUCK and Dongfeng Liuzhou Motor (DFLZM) to jointly build its fourth-generation autonomous heavy-duty truck platform.

Platform architecture & production plans:

• Built on a scalable, multi-vehicle-type platform requiring minimal adaptation.

• First two models based on the latest BEV platforms from SANY TRUCK and Dongfeng Motor.

• Mass production will target thousands of units, with initial fleet operation starting in 2026.

Hardware & cost efficiency:

• Uses automotive-grade components only, sharing most parts with Pony.ai's newest Robotaxi system.

• Component reuse cuts bill of materials by ~70% versus previous generation.

Operational model & economic impact:

• Introduces Pony.ai's "1+4 convoy model" — one lead truck with a safety driver + four driverless follower trucks.

• Expected improvements:

29% reduction in freight cost per kilometer

Nearly 3× margin increase

~60 tonnes lower carbon emissions per truck annually

Safety & durability:

• Full-redundancy, drive-by-wire chassis covering steering, braking, communications, power, computing, and perception.

• Dual-backup design across all subsystems.

• Designed for 20,000-hour service life, supporting up to 1 million km of freight operation.

• Trucks will undergo electromagnetic, durability, high-temperature, and cold-weather testing.

Industry context:

• China is the world's largest long-haul trucking market and is accelerating automation.

• Pony.ai has invested in autonomous trucking since 2018, operating ~200 vehicles with over 1 billion tonne-kilometers transported.

• The company has secured multiple first-in-China permits for autonomous freight testing and operations.

Pony.ai stated that the launch aligns with national priorities entering the 15th Five-Year Plan (2026–2030), especially NEV heavy trucks, autonomous technology scaling, and hardware cost reduction.