Exports Break 100,000 Consecutively: What Game is Geely Playing Overseas?

October exports were 107,153 units, surging 158% year-on-year, standing at the 100,000 mark for 5 consecutive months. Even more exciting is the structure: new energy vehicle exports reached 82,565 units, a 506% surge year-on-year, accounting for a spike to 77% of exports. Cumulative exports for the first three quarters totaled 798,000 units, up 169% year-on-year. Domestically, price and configuration wars raged, so Geely has shifted its second growth curve overseas. But going global: early days relied on cost-effectiveness, now it is about depth of rooting — where channels are spread, whether brands can stand firm, and whether local systems can operate smoothly, that is the watershed.

1. 77% of Exports are New Energy, the Competition Strategy Has Changed

Previously, Chinese cars went global relying on low-priced fuel vehicles to move volume. This data from Geely tears up the old script — 77% of exports are new energy. Zeekr delivered 14,162 units overseas in October, exceeding 10,000 monthly sales for 3 consecutive months, with overseas share exceeding 40%. Zeekr took the top spot for luxury brand sales in Australia in Q3, and in September ranked second for electric brands in Malaysia. Geely International EX5 landed in the UK and Poland, Galaxy Starship 7 EM-i entered Australia, CITYRAY landed in the European Adriatic market, Lynk & Co entered Czechia, Austria, and Switzerland. It is not selling whatever is available; it is taking high-value products to bite into mature markets. This competition strategy has changed: from competing on price to competing on product power, from moving volume to moving value.

II. Methanol + Smart Driving, Planting Long-term Seeds

Sales reflect the present, technology determines the ranking two years later. Qianli Haohan assisted driving has accumulated 1.073 million owners, an activation rate of 93.9%, cumulative assisted driving mileage of 3.14 billion kilometers, year-on-year growth of 252.6%, with both installation scale growth and usage mileage growth ranking first in the industry. Geely did not just shove smart driving into high-end flagships, but used multiple brands and price bands to spread to the mass market, where volume growth feeds back into algorithm iteration. On the charging side, MW-level smart charging single gun power is 2.2 MW, building a battery swap network with NIO together, targeting 6,000 smart charging stations by end of 2026, and over 22,000 by end of 2027. Further plans are hidden — November 3rd release of new generation methanol electric hybrid technology, the world's first methanol electric hybrid family sedan Galaxy Starshine 6 EF is about to launch. Smart driving manages the present, charging manages the medium term, methanol manages the long term, three lines arranged into an echelon.

III. From Selling Cars to Rooting, Paris Auto Show Reveals Hand

2026 Paris Auto Show, Geely first appeared with the group lineup of Geely, Lynk & Co, and Zeekr, showcasing SEA-S Haohan architecture and intelligent electric drive. In September, sales of the three brands in Europe exceeded 10,000 units in a single month for the first time. Entering the UK market for only 11 months, the 100th retail outlet signed, cumulative registrations broke 10,000, September monthly sales exceeded 5,000 units. On October 9, it was announced entering Canada, first batch of models meet in 2027. Geely took the number one spot for Chinese brand passenger car sales in Panama in September. From outputting products to spreading channels, to settling local operation systems, Chinese brands going global have passed the stage of "whether there are cars to sell", entering the deep water zone of "whether they can root". That group lineup at the Paris Auto Show reveals the system's bottom card.

Conclusion

Exports broke 100,000 for 5 consecutive months, numbers look good, but what is truly valuable is that hidden line — 77% new energy share, high-end models moving volume overseas, dense channel network setup, technology echelon positioning ahead. Globalization 2.0 does not compete on who has more ships, but who can drive roots down locally. Geely's game is not the earliest, but the moves are dense and deep enough. Next quarter overseas nodes are still adding pressure, Canada market delivery in 2027, European channels continue to spread, methanol technology draws sword on November 3rd. 100,000 units is just a step, not the end point.