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On October 1, Geely Automobile Holdings Limited (0175.HK) announced the latest sales data: September sales reached 292,168 units, setting a new high for the year, with consecutive 7 months of Year-over-Year (YoY) and Month-over-Month (MoM) growth, increasing 7% YoY and 8% MoM. September new energy product sales (including Geely, Lynk&Co, Zeekr) totaled 190,868 units, setting a single-month new energy sales record high, increasing 16% YoY, accounting for 65% of new energy sales. Cumulative sales from January to September reached 2,235,481 units, setting a record high for the same period, increasing 3% YoY. In terms of new energy, total new energy sales from January to September reached 1,326,364 units, increasing 14% YoY.
Overseas business product structure and operational capabilities continue to optimize, with overseas export sales exceeding 100,000 units for 4 consecutive months. September overseas export sales reached 106,685 units, increasing 162% YoY. New energy product export sales grew rapidly; September new energy product export sales reached 73,664 units, a surge of 403% YoY, accounting for 69%. This year, Geely's overseas business accelerated growth; from January to September, overseas export sales reached 797,670 units, increasing 169% YoY. New energy product export sales reached 484,086 units, a surge of 531% YoY. New energy product export proportion was 61%, a significant increase compared to the same period last year.
A single Geely, with a stronger posture, is promoting overall high-quality development with an upward trend. Geely Automobile is using a diverse product matrix, continuous technological innovation, and a steady global path, advancing on three lines simultaneously and delivering a combination punch for high-quality development: Luxury, High-end, and Mainstream three brands coordinate development; Sedan, SUV, MPV, Off-road and other full-category in-depth layout, giving every user better choices; Building a foundation with AI Smart Technology, AI Smart Architecture, Qianli Haohan, Geely AI Smart Charging, etc., continuously expanding the boundaries of product capabilities, forming a positive cycle of "Technology Breakthrough—Product Leap—User Recognition"; Globalization deepens from "Product Going Global" to "System Going Global", localizing channel construction and local manufacturing are promoted in synergy, global momentum accelerates expansion.
Star Products Growth Momentum Continues to Be Released, Product Matrix Optimization Meets More Diverse Needs
Three major brands maintain growth momentum, core products steadily increase volume, new products continue to launch, further improving product structure and market layout, enhancing coverage of diverse user needs.
Global luxury tech brand Zeekr recreated a single-month record high, September delivery volume reached 37,216 units, increasing 104% YoY. This year January-September Zeekr delivery volume reached 288,404 units, increasing 101% YoY. Star product growth momentum continues to be released, further solidifying the top position in luxury new energy. January-August this year, Zeekr 9X sales, reputation, and resale value remain first among domestic large SUVs above 500,000 yuan; Zeekr 7X delivery volume broke 10,000 for 3 consecutive months, global cumulative delivery exceeded 200,000 units. The 2027 model Zeekr 7X will launch in the fourth quarter of this year, adding 85kWh Gold Brick Battery version vehicles.
Global new energy high-end brand Lynk&Co market competitiveness continues to improve; September sales reached 18,493 units, increasing 9% MoM, new energy product sales 17,039 units. Year-to-date January-September cumulative sales reached 196,117 units, new energy product sales 140,209 units. Lynk&Co 08 EM-P global cumulative delivery close to 200,000 units; Lynk&Co 06 global cumulative delivery exceeded 300,000 units; Lynk&Co 07 GT whole vehicle delivery broke 10,000, becoming the fastest to complete 10,000 unit delivery of Chinese wagons. In August, ranked first in Chinese wagon market share in 26 provinces and cities, achieving a dual lead in delivery speed and market share.
Lynk&Co brand multi-line advancement, product matrix and sporting genes further strengthened. The new Lynk&Co 20 officially launched on September 28. As a new product of Lynk&Co's Electric Sense Era, it comprehensively advanced in three-electrics, intelligence, design, and experience, further expanding the urban young user market, bringing a comprehensive leap from "enough" to "fully equipped". Major orders broke 14,633 units in the first hour of launch. Lynk&Co Automobile simultaneously competed in TCR China Shanghai Station and CTCC China Cup Shanghai Station two core events, achieving 2nd runner-up 5th place and 2nd champion 2nd runner-up 5th place results. Additionally, famous actor and professional driver Daniel Wu, as Lynk&Co Special Guest Driver, drove Lynk&Co 03+ TCR racing car to compete in TCR China Shanghai Station, winning the Rookie Group Runner-up in the debut race.
Geely brand multi-energy matrix coordinated development; September sales 236,459 units, January-September cumulative sales 1,750,960 units.
Among them, mainstream new energy brand Geely Galaxy set a single-month new high for the year. September sales 130,479 units, achieving YoY and MoM double growth, increasing 8% YoY, increasing 10% MoM. Geely Star Wish continuous 4 months sales over 50,000 units, September sales 60,871 units, cumulative sales over 950,000 units; Galaxy Starship 7 sales 22,059 units; Geely Galaxy E5 sales 12,695 units, single sales over 10,000 for 4 consecutive months. January-September this year, Geely Galaxy cumulative sales 877,184 units.
Product competitiveness and user value continue to improve. Geely Galaxy continues to expand urban commuting, new energy off-road, pure electric mainstream and other travel scenarios, further meeting diverse market needs. In September, Geely Galaxy multiple new cars launched: Geely Panda Mini "Micro-Electric Urban Kart" Panda Kart Ningde Edition officially launched, becoming an essential "picking up kids and commuting tool" for the start of school season; New Class C AI Pure Electric Sports Sedan Geely Galaxy TT with "Entry-level with High-spec, Start with 640km Long Range" advantages, establishing a new value benchmark for 150,000-level pure electric sports sedans; New Geely Galaxy E5 achieved five upgrades in Three-Electric, Rear-drive Architecture, Smart Travel Experience, Smart Cockpit, All-domain Security, establishing a new global mainstream pure electric SUV value benchmark.
At the same time, Galaxy Warship 700 started global pre-sale with a price range of 199,800 - 389,800 yuan, creating the optimal solution for new energy era off-road vehicles for users. Pre-sale opened 9 minutes orders broke 10,000 units, 60 minutes orders broke 43,900 units, becoming the most popular new energy hard-core off-road vehicle.
Multi-energy paths developed together. Geely China Star remains at the top of China's fuel vehicle brands, September sales 105,980 units, achieving YoY and MoM double growth, increasing 9% YoY, increasing 5% MoM. Among them, China Star High-end Series sales 35,174 units, Boyue Family 25,110 units, Double Bin Family 28,879 units. January-September this year, Geely China Star cumulative sales 873,776 units.
Geely China Star continues HEV-ization, Intelligence. Classic products new series hybrid performance, intelligence comprehensively upgraded. Preface L PLUS started pre-sale. Taking i-HEV Smart Power Hybrid technology as fulcrum, built comprehensively with new AI technology, leading B-class fuel sedans into a new era of full hybridization, full intelligence; New Fourth Gen Boyue L launched. With Geely i-HEV Smart Power Hybrid, New Gen 1.5TD Pro High-Performance Engine, Qianli Haohan H5 Assist Drive Solution three strongest tech points of the same class, achieving over 200 function upgrades.
Multiple Overseas Markets Erupt with Vitality, Localized Operation System Further Improved
Three major brands overseas markets multi-regional coordinated development, overseas export sales exceeded 100,000 units for 4 consecutive months. September overseas export sales 106,685 units, increasing 162% YoY. This year first three quarters overseas export sales set historical same-period high, January-September overseas export sales 797,670 units, increasing 169% YoY.
New energy product overseas export sales maintain high speed. September new energy product export sales 73,664 units, surge 403% YoY, proportion reached 69%. January-September new energy product export sales 484,086 units, surge 531% YoY, new energy product export proportion 61%, significantly higher than last year.
Zeekr high-end attributes continue to strengthen. Zeekr 9X officially started large-scale shipment to UAE. Local pre-sale orders exceeded 700 units. Local price equivalent to over 800,000 yuan RMB, leading Chinese brands high-quality going global; Zeekr 009 multiple months consecutively won Thailand, Malaysia pure electric MPV sales champion. Lynk&Co high-end market continues to exert effort. August achieved Ecuador high-end sub-market sales first, Tunisia PHEV SUV brand sales third. Jan-August, Lynk&Co 08 Tunisia high-end PHEV market sales second, Mexico high-end PHEV sub-market total sales second. August, Geely brand Australia sales broke 4,500 units, ranked first in Panama passenger car market Chinese brand sales, Brazil cumulative sales over 36,000 units, UK cumulative sales over 10,000 units.
With product structure and operational capabilities continuously improved, Geely Automobile influence continues to rise. Geely Automobile Group subsidiary Geely, Lynk&Co two brands with Geely Star Wish, Geely Galaxy Starship 7 EM-i, Geely Galaxy E5, Galaxy Warship 700, Lynk&Co 02 (Lynk&Co Z20), Lynk&Co 08 debuted at 2026 Turin Motor Show, comprehensively showcasing Chinese automobile brand design aesthetics and technology innovation achievements.
In September, Geely Automobile overseas rhythm accelerated, global product layout continuously improved. Geely first D-class PHEV global model Geely Monjaro EM-i debuted in Egypt. Positioning "High-End Electric Hybrid SUV". Future will land UAE, Mexico, Kazakhstan and other countries, steadily entering European market; Zeekr 9X as first batch large-scale going global Chinese flagship SUV, officially shipped to UAE, accelerating expansion to Middle East, Central Asia, Europe, Latin America and other core markets; Geely Star Wish (Geely E2) became winner of 2026 Euro NCAP and ANCAP Five-Star Safety Rated A, B class vehicles, and consecutively launched in Spain, Switzerland and other places. Additionally, Galaxy E5 (Geely E5) and Geely Galaxy Starship 7 EM-i (STARRAY EM-i) simultaneously landed Switzerland market.
Overseas channel construction and local operation continue to deepen. Geely Automobile signed strategic cooperation agreement with Cyprus famous auto general agent KKS Mobility Ltd., who will serve as importer and general agent for Geely brand in Cyprus market, expanding Geely in Southern Europe and Mediterranean market map. Geely Automobile and Volvo Cars reached final agreement on Lynk&Co brand Europe market business cooperation plan: From January 2027, Volvo will become Lynk&Co exclusive dealer in Europe, fully responsible for brand local commercial and brand operation.
Globalization system upgraded again, first Brazil local manufactured automobile production went online. September 15, first Brazil local manufactured Geely Galaxy Starship 7 (Geely EX5 EM-i) went offline at Elton Senna Industrial Park. Geely Galaxy Starship 7 production not only improved Geely Automobile in Brazil local ecosystem system, improved local manufacturing, supply chain, sales and service capabilities, but also laid foundation for subsequent pure electric vehicle Geely Star Wish local manufacturing.
Full-domain AI Bolsters Technical Strength, Technology Innovation Improves Smart Travel Full Layout
As China AI Car Making No.1 Auto Enterprise, Geely not only accelerates intelligent scale application, but also continues to build leading technology, providing support for product experience upgrades.
As one important part of Geely Automobile full-domain AI, this year Qianli Haohan Assist Drive Solution achieved million-unit installation volume achievement with the fastest rate of自主品牌 installation volume growth. After achieving "Assist Drive Mileage Growth First" achievement in May, Qianli Haohan achieved scale increase and usage mileage growth "Double First", growth momentum continuously released. At the same time, Qianli Haohan Assist Drive activation rate reached high 93.8%, and daily usage frequency continued to climb. Million installation scale and high usage rate accelerated Qianli Haohan "Data Flywheel" rotation, further strengthening technology barriers and leading advantages, bringing users smoother, safer, more efficient assist drive experience.
While technical capabilities continue to transform into user value, new technologies continue to emerge. September 23, Geely Automobile Group officially released new generation AI Recharging Technology — "Geely Smart Charging", achieving single gun peak charging power reaching 2250kW for the first time. Creating global mass-production fastest recharging speed while maintaining highest charging temperature always within 65°C, battery cycle life increased 20%. Relying on StarRui PowerMind Energy Brain jointly developed by Geely and StepFun Star, Geely Smart Charging with "Faster Better Safer" disruptive experience, solved fast charge unsafe, fast charge harming battery and other industry problems, reshaping global new energy recharging new benchmark.
While sales scale develops steadily, Geely Automobile sustainability capabilities gained authoritative recognition again. Geely Automobile became the only auto enterprise selected in Hang Seng Sustainable Development Corporate Index for 4 consecutive years, ESG rating improved for 2 consecutive years, rising from "A+" to "AA", and selected in Hang Seng ESG 50 Index and Hang Seng Sustainable Development Corporate Benchmark Index for 6 consecutive years. In the future, Geely Automobile will continue to drive product innovation and business growth with ESG concept, continuing to anchor long-termism to achieve high-quality development.
