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These days, breaking 100,000 units in single-month domestic sales is already big news. But for Geely's overseas market alone, 110,094 units were sold in August, a year-on-year surge of 205%. If only one month looked impressive, it could be attributed to luck. But maintaining sales above 100,000 units for three consecutive months indicates only one thing: Geely's globalization has truly hit the accelerator. Even more exciting, Geely casually raised its 2026 overseas sales target from 640,000 to 920,000 units, aiming to surge past 1 million. Some feel this stride is too big, but after analyzing the overseas battle reports, my conclusion is: This isn't a bluff, it's confidence.
I. Behind Breaking 100,000 Exports, New Energy is the Ace
Checking Geely's August export bill, the most impactful part isn't the total volume, but the structure: New energy exports hit 70,629 units, surging 446% year-on-year, accounting for a high 64% of exports. This means what Geely sells best overseas isn't "cheap and generous" low-end fuel cars, but NEVs with higher technical content. Overseas market response is direct enough: From Jan-July, ZEEKR topped Australia's luxury pure electric sales chart, and sat firmly as the luxury pure electric sales champion in Malaysia; Lynk & Co 08 took the top spot in Tunisia for high-end PHEV sales; Geely Xingyuan won the championship in Thailand and Jordan, and also broke into the top three in Mexico's pure electric market. Look at data before discussing going global, this is globalization that can fight, not just raising a fuss with low prices.
II. From Selling Cars to Rooting Down, Geely Plays a Big Game
Geely's current going-global strategy is long past the days of just dragging cars to the port and calling it a day. In the European direction, it officially announced entry into Austria, sales outlets in Spain broke 50, and Xingyuan also stormed into France; In the Latin America direction, Lynk & Co landed in Argentina, Lynk & Co 01 launched in Chile, and local business was converted to Geely Auto Chile Co., Ltd. direct operation, grabbing service initiative in its own hands; In the Middle East and Africa, ZEEKR 9X started pre-sale, Lynk & Co moved into Jordan, and the first D-segment SUV global car Monjaro EM-i premiered in Egypt. Looking at it this way, it's clear: single-point trial has upgraded to a systematic layout, sales, service, channels, and racing all link together. Lynk & Co boosted brand awareness with CRC champion titles, ZEEKR opened the high-end market with luxury products, Geely main brand used the Galaxy series to seize new energy mindshare—three brands going global synergistically, the speed is naturally different.
III. Target Raised to 920,000, Where Does the Confidence Come From
Someone might ask: With such a large overseas frontline, can the funds withstand it? Geely just released its mid-2026 interim performance in mid-August, total revenue 173.6 billion yuan, core net profit attributable to parents 9.68 billion yuan, sales, price, profit all went up collectively. To put it plainly, fighting overseas needs continuous blood transfusion from domestic markets, and Geely's current cash flow is thick enough to support the global frontline. Plus exports breaking 100,000 for three consecutive months has already run through this going-global model, raising the target isn't a whim. Looking at Jan-July performance, ZEEKR 7X took the Australia medium luxury SUV sales champion, Galaxy Starship 7 EM-i took the Poland C-segment PHEV sales champion and Spain C-segment SUV first, blockbuster models fully possess the ability for global replication. 920,000 units looks like a bold slogan, actually it's just amplifying the already validated tactics further.
Many are used to understanding China car exports as "selling to developing countries", Geely's answer is: Hit developed countries with new energy, deepen emerging markets with systems, build reputation with quality and intelligence. August exports of 110,094 units is a milestone, but definitely not the end. When a Chinese auto company dares to set annual export targets to 920,000 units, then surge to 1 million, the old structure of the global auto industry has started to loosen.
