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November 1, Geely Automobile Holdings Limited (0175.HK) announced the latest sales data: October sales 310,183 units, breaking through 300,000 units for the first time this year, double year-on-year and month-on-month growth for 8 consecutive months, month-on-month growth 6%. October new energy product sales (including Geely, Lynk & Co, Zeekr) 214,996 units, year-on-year growth 21%, breaking through 200,000 units in a single month for the first time, setting a new historical record; new energy sales share 69%, setting a new historical record.
Brand influence and channel coverage synergistically improved overseas sales, with the overseas market entering a new stage of multi-point and multi-product growth. Overseas export sales exceeded 100,000 units for 5 consecutive months. October overseas export sales 107,153 units, year-on-year growth 158%. New energy product export sales set a new historical record, October new energy product export sales 82,565 units, surging 506% year-on-year, new energy export sales share increased to 77%.
Products, technology and overseas operating system entered a new stage of scale growth, promoting Geely to form higher quality growth with more sustainability and resilience while sales scale continued to expand. Million-level blockbuster products continued to maintain momentum, newly launched products continued to lead the market, with growth drivers in multiple areas moving forward together; Qianli Haohan moved from million installations to frequent use, methanol electric hybrid and other forward-looking technologies accelerated towards mass production applications, expanding technical capability boundaries while releasing technical application value to enhance user recognition; the three brands made a collective appearance at the Paris Motor Show and multiple regional market results mutually corroborated the development of overseas market system and operating system.
Star Products Continued Scale Growth Momentum, New Products Further Expanded Market Increment
Geely covers mainstream, high-end and luxury markets completely. Blockbuster products continued to grow, new products released growth potential, and main models continued to upgrade and refresh, jointly promoting the conversion of the three brands' product technology potential into market growth momentum.
Geely brand gasoline and electric new products launched simultaneously, further expanding the growth space of the mainstream market. October Geely brand sales 255,742 units, year-on-year growth 8%, month-on-month growth 4%.
Among them, mainstream new energy brand Geely Galaxy blockbuster model scale reached a new level, new car potential released, October sales 153,385 units, setting a single month sales record, year-on-year growth 18%, month-on-month growth 20%. Geely Xingyuan sold over 50,000 units for 5 consecutive months, October sales 71,337 units, historical cumulative sales broke through 1 million units threshold. The 1 millionth mass-produced complete vehicle was officially rolled off the line at Geely Automobile Xiangtan Manufacturing Base, refreshing the global automotive market million-unit production speed record, averaging one complete vehicle produced every 55 seconds. In addition, Geely Galaxy E5 sales 14,194 units.
While consolidating the advantages of the mainstream market, Geely Galaxy further expanded incremental sales of sub-segments. Galaxy TT C-class AI pure electric sports sedan launched in its first month, delivery exceeded 10,000 units. Geely's first new energy hardcore SUV - Galaxy Battleship 700 was officially launched on October 10, opening a new era of new energy hardcore SUVs from four dimensions of architecture, power, intelligence, and safety. With five whole-scenario capabilities, achieving the "urban and wilderness dual extreme" experience, 12 minutes after launch, firm orders broke 10,000 units.
Geely China Star took intelligence and HEV as anchor points, continuously improving fuel vehicle market competitiveness. October sales 102,357 units. Among them, Boyue family 25,075 units, China Star high-end series October sales 39,094 units, historical cumulative sales exceeded 2 million units.
Geely China Star concentrated on refreshing, achieving a comprehensive leap in classic product strength. Geely Xingrui L PLUS was built based on the most advanced CMA architecture, equipped with Geely's most advanced i-HEV intelligent hybrid system and Qianli Haohan H5 and above assisted driving systems and Flyme Auto intelligent cockpit; and achieved first-launch laser radar for fuel sedans, first-launch EVA intelligent robot, first-launch whole-scenario blowout stable driving system and many other first-launches in the same class, comprehensively leading in six dimensions of aesthetics, energy saving, intelligence, comfort, handling, and safety; Emgrand family is the first A-class sedan family of Chinese brands to break through 4 million units in sales, its heavy upgrade work - newly upgraded Emgrand Upward series launched, new car built on BMA global modular architecture, promoting comprehensive value leap of products; 2027 model Boyue comprehensively upgraded and improved in appearance, comfort, intelligence, quality, and safety around family travel scenarios, reshaping the new benchmark of household SUVs within 100,000 yuan; 2027 model Binyue Super Version comprehensively upgraded in appearance, driving experience and safety configuration.
While Geely brand continuously expanded the scale of mainstream market, Lynk & Co and Zeekr achieved breakthroughs in high-end and luxury markets respectively.
Global new energy high-end brand Lynk & Co October sales 21,958 units, month-on-month growth 19%. Among them, new energy product sales 18,521 units, month-on-month growth 9%.
Lynk & Co product strength and racing results further strengthened brand competitiveness, accumulating momentum for future growth. On the product side, Lynk & Co 07GT ranked first in Chinese wagon sales for two consecutive months since launch; 2027 model Lynk & Co 08 EM-P will be launched and released on November 5; 2027 model Lynk & Co 03 official images have been released to the public, a new round of product refreshment is preparing to start.
On the racing side, Lynk & Co,凭借 stable performance throughout the year, officially crowned the annual team, driver, and car triple grand slam at the 2026 season TCR China Championship Shaoxing final, Lynk & Co Jet Kai team defended the annual team championship; driver Zhu Daiwei defended the annual driver championship, China's first mass-produced TCR race car - Lynk & Co 03+ TCR won the annual car championship, consolidating the industry status of "China's First Automotive Sports Brand".
Global luxury technology brand Zeekr, October delivery volume 32,483 units, year-on-year growth 52%, consecutive 7 months monthly sales exceeded 30,000 units, brand potential steadily increased. Among them, Zeekr 9X one-year anniversary since launch, continued strong sales, single vehicle average transaction price above 530,000 RMB, received proactive recommendations from over 80% of owners, ranking first in sales of models above 500,000 yuan from January to September; Zeekr 8X launched nearly half a year, ranked first in sales of 300,000-500,000 yuan hybrid SUVs; Zeekr 009 topped the sales of pure electric MPVs above 400,000 yuan from January to September. While market performance continued to break through, Zeekr further expanded brand voice. 2026 Chengdu Marathon, Zeekr 001 and Zeekr 007GT served as official timing and guidance designated vehicles, in Hangzhou Marathon events, Zeekr 8X also provided full escort, continuously enhancing brand influence.
Intelligent Application Scale Growth and Frontier Energy Technology Accelerated Implementation, Systematic Innovation Consolidated Long-term Competitiveness
While Geely achieved assisted driving technology moving towards installation and application value dual release, it accelerated the mass production implementation of methanol electric hybrid and other forward-looking low-carbon technologies, further strengthening technical strength towards intelligence and green transformation, providing support for product upgrades and long-term competitiveness.
In terms of intelligence, Qianli Haohan assisted driving system not only broke through the million installation threshold, this year also led the entire industry with the double first posture of "domestic brand installation scale growth rate" and "assisted driving usage mileage growth rate". "Qianli Haohan 2026 Mid-Autumn National Day Travel Report" shows, as of October 7, 2026, Qianli Haohan cumulative owners 1.073 million people, assisted driving activation rate 93.9%, assisted driving cumulative total mileage 3.14 billion kilometers, year-on-year growth 252.6%. This indicates that Qianli Haohan has entered a stage of scale growth in installation scale and usage frequency. As the core carrier of Geely's intelligence strategy, it is accelerating to spread, relying on multi-brand, multi-price bracket product system to benefit assisted driving to a wider user group, user value continuously released and usage willingness accelerated growth, promoting "intelligent driving inclusiveness" to develop广 and deep.
In terms of green forward-looking technology, Geely Galaxy new generation methanol electric hybrid technology appeared at 2026 Sustainable Global Leaders Conference, Geely Galaxy Starlight 6 EF, the world's first methanol electric hybrid family sedan, served as the official designated vehicle of the conference, providing shuttle service for global conference guests. Geely new generation methanol electric hybrid technology will be officially released on November 3, breaking through traditional energy constraints, opening an era-defining energy revolution. Geely Galaxy Starlight 6 EF will be officially launched in the near future, marking that Geely methanol technology system moved from deep accumulation to scale mass production, allowing methanol to enter the mainstream passenger car market as a mass-produced family car for the first time.
Overseas Operating System Accelerated Rooting, Multi-Region Growth Results Continuously Delivered
Diversified product lineups, leading intelligent technology and continuously deepened localization layout support each other, promoting overseas market entering a new stage of systematic growth. October overseas export sales 107,153 units, year-on-year growth 158%. New energy product overseas export sales maintained high growth rate, October new energy product export sales 82,565 units, surging 506% year-on-year, new energy export sales share increased to 77%.
Geely Automobile products accelerated layout, further improving brand awareness and influence in overseas market. October 2026, Geely Automobile Group for the first time appeared in Paris Motor Show in group lineup, Geely, Lynk & Co, Zeekr three brands appeared together carrying multiple heavy weight models to appear together, showing diversified product matrix; SEA-S Haohan architecture, intelligent electric drive and other core technologies appeared together, comprehensively presenting hard system strength in intelligent electrification field, becoming the focus of high attention of international media. In addition, Geely Monjaro EM-i, Lynk & Co 07GT completed European premiere, Zeekr concentrated exhibited luxury technology product matrix, planned to start Zeekr 9X European market delivery in January 2027.
Geely deeply cultivated European market and achieved scale breakthroughs, September Geely, Lynk & Co, Zeekr three brands European single month sales first broke through 10,000 units. At the same time, Geely Automobile UK local channel construction entered phase node, laying a foundation for scale growth. Geely Automobile UK 100th retail outlet successfully signed with UK's second largest automotive dealer Lithia Group, this means Geely Automobile has preliminarily completed channel layout in UK. Geely Automobile UK cumulative vehicle registrations broke through 10,000 units only 11 months after entering the market, and achieved single month registrations exceeding 5,000 units in September 2026.
Geely Automobile overseas market achieved a leap from single point breakthrough to multi-region synergy, from single model to full series flowering, formally entering a new stage of "multiple countries, multiple products, multiple capabilities" comprehensive growth. Zeekr global luxury pure electric market continued to break through, third quarter ranked first in Australian luxury brand sales, September Malaysia electric brand ranking rose to second. Geely mainstream market continued to expand, September won Panama Chinese brand passenger car sales first and January-September Chinese brand first, and in Tunisia September PHEV market full brand sales second, pure electric market full brand sales third.
New map continued to expand, Geely Automobile announced on October 9 officially entered Canadian market. Currently, Geely Automobile Canada subsidiary team is in place, local operation and sales and service network construction is advancing in synchrony, first batch of models planned to meet Canadian consumers in 2027.
Geely Automobile will continue to use "One Geely" as strategic guidance, accelerating globalization, high-endization, intelligence-driven, comprehensively releasing "Global AI Intelligent Automobile Leader" growth potential, will continue to convert multi-brand, technology and global operating advantages into more stable scale growth and higher value creation, promoting high-quality development to take a new step.
