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October 1st, Geely Automobile Holdings Limited released the September sales report: 292,168 vehicles, setting a new high for the year, with consecutive 7 months of both year-over-year and month-over-month double growth. New Energy Vehicles 190,868 vehicles, accounting for 65%; Overseas Exports 106,685 vehicles, spiking 162% year-over-year. January–September cumulative 2,235,481 vehicles, New Energy cumulative 1,326,364 vehicles. The numbers aren't loud, but they are explosive enough. Some ask, what makes Geely stronger as competition heats up? The answer is not in a single hit product, but in three curves rising simultaneously. Today, we will break down this report and see which three trump cards "the Geely Group" is showing off.
I. 292,168 Vehicles: Not Inflated, But 7 Consecutive Increases
September sales 292,168 vehicles, up 7% year-over-year, up 8% month-over-month, with consecutive 7 months of both year-over-year and month-over-month double growth. More critically, January–September cumulative 2,235,481 vehicles, setting a historical high for the same period, up 3% year-over-year. This is not a single month hitting the trend, but turning growth into momentum. The New Energy sector is even stronger. September including Geely, Lynk & Co, Zeekr sales 190,868 vehicles, setting a historical high for New Energy vehicles in a single month, up 16% year-over-year, New Energy ratio pulled to 65%. For every three vehicles sold, about two are "electric". Breaking it down: Geely brand 236,459 vehicles, Geely Galaxy 130,479 vehicles, China Star 105,980 vehicles, Lynk & Co 18,493 vehicles, Zeekr 37,216 vehicles. Zeekr up 104% year-over-year, Lynk & Co New Energy sales 17,039 vehicles, Galaxy up year-over-year and month-over-month. My viewpoint is direct: Geely this time is not relying on low prices for volume, but on structural upward improvement. Fuel base stabilized, New Energy climbing, premium brands crossing boundaries. Sales are the result, structure is the answer.
II. New Energy Vehicles Account for 65%, Three Brands All on the Table
Zeekr submits first: September delivery 37,216 vehicles, up 104% year-over-year; January–September delivery 288,404 vehicles, up 101% year-over-year. Zeekr 9X maximized sales, reputation, and resale value in the large SUV market above 500,000. Zeekr 7X exceeded 10,000 deliveries for 3 consecutive months, global cumulative delivery over 200,000 units. Lynk & Co is also capable: September sales 18,493 vehicles, up 9% month-over-month, New Energy product sales 17,039 vehicles; January–September cumulative 196,117 vehicles, New Energy 140,209 vehicles. Lynk & Co 08 EM-P global cumulative delivery near 200,000 units, Lynk & Co 06 global over 300,000 units, Lynk & Co 07 GT exceeded 10,000 deliveries, becoming the fastest Chinese station wagon to complete 10,000 deliveries. The brand new Lynk & Co 02 launched with 14,633 orders in 1 hour. Geely Galaxy side, September sales 130,479 vehicles, setting a new high for the year single month; Geely Star Wish exceeded 50,000 vehicles for 4 consecutive months, September sold 60,871 vehicles; Galaxy Starship 7 sales 22,059 vehicles, Galaxy E5 sales 12,695 vehicles. Galaxy Starship 700 pre-sale 9 minutes orders broke 10,000 units, 60 minutes broke 43,900 units. China Star September sales 105,980 vehicles, Preface L PLUS, 4th Gen Boyue L continue to add. Luxury, premium, mainstream, fuel, Geely has filled the table.
III. Overseas Spikes 162%, Geely Moves Its System Overseas
Overseas exports exceeded 100,000 vehicles for 4 consecutive months. September exports 106,685 vehicles, up 162% year-over-year; January–September exports 797,670 vehicles, up 169% year-over-year. New Energy exports even more exaggerated: September 73,664 vehicles, spiking 403% year-over-year, ratio 69%; January–September 484,086 vehicles, spiking 531% year-over-year, ratio 61%. What does this mean? Geely going out is not just putting cars on ships, but moving brands, channels, manufacturing, services together overseas. Zeekr 9X large scale shipments to UAE, local price approx. over 800,000 Yuan; Zeekr 009 in Thailand, Malaysia multiple months retained EV MPV sales champion title. Lynk & Co took first in Ecuador high-end niche market, Tunisia, Mexico also have solid results. Geely brand in Australia monthly sales exceeded 4,500 vehicles, in Panama took Chinese brand sales first, Brazil cumulative over 36,000 vehicles, UK cumulative over 10,000 vehicles. Even harder is system landing: First Brazil locally manufactured Geely Galaxy Starship 7 rolled off the line; Agreement with Volvo reached, starting January 2027 Volvo becomes Lynk & Co exclusive dealer in Europe; Geely Smart Charge launched, single plug peak charging power 2,250 kW, max charging temperature controlled within 65°C, battery cycle life increased by 20%. Qianli Han Dao assisted driving reached million vehicle integration, activation rate 93.8%. From product overseas to system overseas, Geely is overtaking by changing lanes.
Conclusion: 292,168 vehicles is not the end, but a new coordinate for "the Geely Group" to high-quality development upward. New Energy, Globalization, AI Technology three lines moving forward, Geely turned hits into a matrix, turned overseas into a system, turned technology into experience. Consecutive 7 months of both year-over-year and month-over-month double growth, the scariest thing is not the numbers, but growth started having methods, rhythm, and impetus. Next quarter, pressure really goes to the opponents.
