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If there is anything in the September car market that keeps competitors awake at night, Geely's report card certainly counts as one: 292,168 units in a single month, new energy vehicles account for 65%, and overseas exports surged 162% year-on-year. What is even tougher is that it is not one car fighting alone—Zeekr, Lynk & Co, Galaxy, and China Star are advancing on four fronts, recording double increases in both year-on-year and month-on-month figures for 7 consecutive months. BYD competitors should be careful; Geely is broadening the frontline with One Geely. Next, from three dimensions of brand, overseas, and technology, we will see how it invades deep waters.
1. 290,000 units is just the opening; Geely invades deep waters
September sales were 292,168 units, up 7% year-on-year, up 8% month-on-month. At first glance, numbers are peaking; in detail, it is a structural shift. January–September cumulative 2,235,481 units, setting a historic high for the same period, up 3% year-on-year; new energy cumulative 1,326,364 units, up 14% year-on-year. September new energy 190,868 units, up 16% year-on-year, accounting for 65%, setting a historic single-month new energy sales record. This means Geely no longer relies solely on fuel vehicles, but fuel, hybrid, pure electric, and high-end pure electric are all firing together. China Star sold 105,980 units in September, holding the base; Geely Galaxy sold 130,479 units, carrying mainstream new energy; Lynk & Co and Zeekr attack upwards, raising price bands and brand momentum together. My judgment is that scale is the moat, structure is the siege hammer. More noteworthy is overseas: September exports 106,685 units, new energy exports account for 69%. Domestic market competes on configurations, overseas market competes on systems; Geely advances on both fronts simultaneously. 290,000 units is not the climax, more like a starting whistle.
2. Three brands rise together, who is carrying the growth banner?
Zeekr carries the premium flag. September deliveries were 37,216 units, up 104% year-on-year; January to September deliveries totaled 288,404 units, up 101% year-on-year. Zeekr 9X firmly holds first place in sales, reputation, and resale value in the 500,000+ large SUV market; Zeekr 7X delivered over 10,000 units for 3 consecutive months, with global cumulative sales exceeding 200,000 units. The 2027 model Zeekr 7X will launch in Q4 this year, adding an 85kWh Gold Brick battery version. Lynk & Co carries the flag for personality and sportiness. September sales were 18,493 units, up 9% month-on-month, with 17,039 new energy units; January to September cumulative sales were 196,117 units, with 140,209 new energy units. Lynk & Co 08 EM-P cumulative global deliveries near 200,000 units, Lynk & Co 06 global sales exceed 300,000 units, Lynk & Co 07GT deliveries broke 10,000 units, taking the first place in the Chinese station wagon market share in 26 provinces/cities in August. The all-new Lynk & Co 20 had 14,633 major orders within 1 hour of launch. Geely Galaxy carries the flag for mainstream volume. September 130,479 units, Xingyuan 60,871 units, Xingjian 7 22,059 units, E5 12,695 units. Galaxy Battleship 700 pre-sale broke 10,000 units in 9 minutes, broke 43,900 units in 60 minutes. China Star holds the top spot in fuel vehicles. Luxury, premium, mainstream, and base; four cards played separately, yet forming one Geely.
3. Going overseas is not just selling cars, it is opening factories there
September overseas exports were 106,685 units, up 162% year-on-year, exceeding 100,000 units for 4 consecutive months; January to September exports were 797,670 units, up 169% year-on-year. New energy exports were 73,664 units, surging 403% year-on-year, accounting for 69%; January to September 484,086 units, surging 531% year-on-year, accounting for 61%. Behind this data is an upgrade in Geely's overseas logic: not just selling products, but building channels, manufacturing, and building brands. Zeekr 9X shipped to the UAE, with a local price exceeding 800,000 RMB; Zeekr 009 retained the pure electric MPV championship title in Thailand and Malaysia. Lynk & Co secured front positions in premium niche markets in Ecuador, Tunisia, and Mexico. Geely brand continues to penetrate Australia, Panama, Brazil, and the UK. On September 15, the first Brazil-localized manufactured Geely Galaxy Xingjian 7 went off the line, and the local ecosystem system started to operate. Geely also signed with KKS Mobility in Cyprus and reached a Lynk & Co European commercial cooperation agreement with Volvo, from January 2027 Volvo will become the exclusive distributor for Lynk & Co in Europe. At the technology level, Qianli Haohan ADAS is carried by a million units, with an activation rate of 93.8%; Geely Smart Charging single gun peak 2250 kW, battery cycle life improved by 20%. Chinese car companies going overseas fight not for tickets, but for the ability to take root in the map.
Conclusion: Geely in September was not a one-time surge, but a centralized release of system capabilities. Three-brand synergy, new energy growth, global rooting, and AI technology implementation give it the qualification to set higher targets. For competitors like BYD, the real pressure is not 290,000 units, but that Geely has already found a methodology for sustainable growth. The next breakout point may still be overseas.
