The Chinese car market continues to face pressure under the double squeeze of weak consumption and price wars, with most automakers trapped in a vicious cycle of trading price for volume.
In contrast, Geely Auto's report of 237,637 units is particularly eye-catching. It not only achieved year-over-year and month-over-month double growth for three consecutive months, but also anchored "half the market share" for four consecutive months with a 56.1% new energy penetration rate.
In this high-quality growth report, Geely Xingyuan sales reached 36,426 units in one month, contributing 44.6% of the Geely Galaxy brand's sales, becoming the core pivot for Geely to stabilize the domestic market base and leverage the global market.
Moreover, with the product strategy of "adding specs without raising prices", it pointed out the direction of value upgrade for the pure electric small car market trapped in homogenization.
From Chinese Sales Champion to Top 3 Globally, Defining Value Over Price Wars
As the 2025 Chinese car market full-category sales champion, Geely Xingyuan broke through 700,000 deliveries in 573 days, setting a record for the fastest growth of pure electric small cars globally. In the first quarter of this year, it even ranked in the top three in global new energy sales, becoming the only Chinese brand model to enter this list.
The newly launched Xingyuan on May 28 has a promotional price ranging from 61,800 to 91,800 Yuan during the 6.18 period. While configurations are comprehensively upgraded, the price remains competitive, further consolidating its market dominance.
The victory of Xingyuan is essentially a "value war" against a "price war". It is worth noting that the pure electric car market below the 100,000 Yuan level has long been stuck in a vicious cycle of "cutting specs and lowering prices". Most automakers exchange low prices for compressing safety standards and cutting core configurations, ultimately leading to industry profit collapse and user experience decline.
However, Xingyuan has taken a completely different path: it did not participate in price fights but achieved "adding specs without raising prices" through technology accessibility, bringing core capabilities originally found in 200,000 Yuan level models down to the entry-level market.
This value upgrade is reflected in three core dimensions:
First, it breaks the prejudice that "small cars are not worth talking about safety", proving that entry-level models can also have top-level safety protection with the only fully excellent results in continuous frontal and side crash tests of its class, and 3.4 times roof crush strength.
Second, it reconstructs the perception that "entry-level equals low intelligence", placing the Qianli Haohan H3 smart driving solution into mass production for the first time. Mainstream driver assistance can be experienced, making up for the shortcomings in Xingyuan's product strength.
Third, it ends the stereotype that "pure electric small cars are only for commuting", allowing small cars to also possess handling experiences comparable to 200,000 Yuan class sports sedans through rear-drive independent suspension architecture and cross-level driving control tuning.
More importantly, Xingyuan has become the "vanguard" of Geely's global layout.
In the first quarter of this year, Xingyuan topped the sales of Class B pure electric hatchbacks simultaneously in four countries: Mexico, Indonesia, Costa Rica, and Brazil, and also ranked first in Q1 Mexico Class B HB BEV sales.
Unlike past Chinese brands' exports relying on low-price strategies, Xingyuan punches out a new tag of "high quality, premium value" in the global market with comprehensive leading advantages in technology, safety, and experience, setting a new benchmark for Chinese automobile exports.
Multi-brand Synergy, Building a Full-dimension Growth Matrix
Xingyuan's outstanding performance is a microcosm of Geely Auto's product structure continuing to optimize. In May, Geely's four core brands bloomed comprehensively, forming a product matrix covering entry-level, mainstream, and high-end full price bands.
Geely brand sales reached 182,528 units. Among them, the Galaxy brand contributed 81,727 units, accounting for nearly 45%, becoming the core engine for new energy transition; China Star Series sales broke through 100,801 units, up 16.1% year-on-year. Relying on i-HEV Smart Hybrid Technology, it achieved counter-trend growth in fuel vehicles, proving that traditional fuel vehicles still have broad market space through technology upgrades.
On the premiumization front, Zeekr brand deliveries reached 34,377 units in May, up 81.8% year-on-year and up 8.1% month-over-month, achieving year-over-year and month-over-month double growth for four consecutive months.
Among them, high average order value Series 9 and Series 8 combined sales share accounted for nearly 50%, with single vehicle average transaction price up 52.4% year-on-year, achieving true volume and price rising.
Zeekr 9X broke out of the "Domestic Series 9 competition", with May sales reaching 8,441 units and cumulative deliveries breaking 60,000 units, stabilizing in the high-end pure electric SUV market above 300,000 Yuan.
The refreshed Zeekr 009 launched on May 19, the 7-seater Ultra+ "Home Edition" order share exceeds 60%, successfully opening new volume for family users outside the business market.
Continuous rise in new car cycle has injected strong growth momentum for Geely.
The Geely Galaxy Xingyao 7 MAX launched on May 22, confirmed orders broke 10,000 units within 23 hours of launch. Synergizing with Galaxy M7 and Xingjian 7, it jointly entered the 100,000-150,000 Yuan mainstream market;
The Lynk 10 and Lynk 10+ launched on May 29, filling the gap in the mid-to-large size sport pure electric sedan market, and deliveries opened immediately upon launch.
The dense launch of multiple high-value new cars not only marks Geely's accelerating new-old product switch, but also heralds it entering a strong new vehicle cycle.
Global Multi-point Breakthrough, Fundamentals Stabilization Recognized by Institutions
The explosive growth in overseas markets is another highlight of Geely's May sales. Geely's overseas export reached 85,144 units in May, a year-on-year increase of 183.7%. The new energy export share reached 47.9%, and the export product structure continues to optimize.
Unlike other automakers' self-built factory heavy asset export models, Geely adopts a "Industry Symbiosis" light asset model, partnering with Volvo, Proton, Renault, etc., to quickly enter the global market through technology output and localization production.
This model not only effectively avoids trade barriers, but also achieves win-win with local industries, laying a solid foundation for Geely to sprint towards the 750,000 unit annual export target.
Final Thoughts
The Chinese car market has entered an era of "stock competition" from "incremental competition". Relying solely on price wars can no longer achieve sustainable growth. Geely has walked a high-quality development path through technology innovation, product structure optimization, and global layout.
Xingyuan's success proves that even in the most competitive entry-level market, breakthroughs can be achieved through technology accessibility and value upgrade; Zeekr's premiumization breakthrough shows that Chinese brands are fully capable of competing head-to-head with foreign brands in the luxury market.
When "technology accessibility" becomes the new tag of Chinese brands, and when "Chinese Smart Manufacturing" becomes the common choice of global consumers, the Chinese automobile industry is welcoming the true globalization era, and Geely is undoubtedly the most determined leader in this transformation.
