These days, breaking 100,000 units in single-month domestic sales is already big news. But for Geely's overseas market alone, 110,094 units were sold in August, a year-on-year surge of 205%. If only one month looked impressive, it could be attributed to luck. But maintaining sales above 100,000 units for three consecutive months indicates only one thing: Geely's globalization has truly hit the accelerator. Even more exciting, Geely casually raised its 2026 overseas sales target from 640,000 to 920,000 units, aiming to surge past 1 million. Some feel this stride is too big, but after analyzing the overseas battle reports, my conclusion is: This isn't a bluff, it's confidence.

I. Behind Breaking 100,000 Exports, New Energy is the Ace

Checking Geely's August export bill, the most impactful part isn't the total volume, but the structure: New energy exports hit 70,629 units, surging 446% year-on-year, accounting for a high 64% of exports. This means what Geely sells best overseas isn't "cheap and generous" low-end fuel cars, but NEVs with higher technical content. Overseas market response is direct enough: From Jan-July, ZEEKR topped Australia's luxury pure electric sales chart, and sat firmly as the luxury pure electric sales champion in Malaysia; Lynk & Co 08 took the top spot in Tunisia for high-end PHEV sales; Geely Xingyuan won the championship in Thailand and Jordan, and also broke into the top three in Mexico's pure electric market. Look at data before discussing going global, this is globalization that can fight, not just raising a fuss with low prices.

II. From Selling Cars to Rooting Down, Geely Plays a Big Game

Geely's current going-global strategy is long past the days of just dragging cars to the port and calling it a day. In the European direction, it officially announced entry into Austria, sales outlets in Spain broke 50, and Xingyuan also stormed into France; In the Latin America direction, Lynk & Co landed in Argentina, Lynk & Co 01 launched in Chile, and local business was converted to Geely Auto Chile Co., Ltd. direct operation, grabbing service initiative in its own hands; In the Middle East and Africa, ZEEKR 9X started pre-sale, Lynk & Co moved into Jordan, and the first D-segment SUV global car Monjaro EM-i premiered in Egypt. Looking at it this way, it's clear: single-point trial has upgraded to a systematic layout, sales, service, channels, and racing all link together. Lynk & Co boosted brand awareness with CRC champion titles, ZEEKR opened the high-end market with luxury products, Geely main brand used the Galaxy series to seize new energy mindshare—three brands going global synergistically, the speed is naturally different.

III. Target Raised to 920,000, Where Does the Confidence Come From

Someone might ask: With such a large overseas frontline, can the funds withstand it? Geely just released its mid-2026 interim performance in mid-August, total revenue 173.6 billion yuan, core net profit attributable to parents 9.68 billion yuan, sales, price, profit all went up collectively. To put it plainly, fighting overseas needs continuous blood transfusion from domestic markets, and Geely's current cash flow is thick enough to support the global frontline. Plus exports breaking 100,000 for three consecutive months has already run through this going-global model, raising the target isn't a whim. Looking at Jan-July performance, ZEEKR 7X took the Australia medium luxury SUV sales champion, Galaxy Starship 7 EM-i took the Poland C-segment PHEV sales champion and Spain C-segment SUV first, blockbuster models fully possess the ability for global replication. 920,000 units looks like a bold slogan, actually it's just amplifying the already validated tactics further.

Many are used to understanding China car exports as "selling to developing countries", Geely's answer is: Hit developed countries with new energy, deepen emerging markets with systems, build reputation with quality and intelligence. August exports of 110,094 units is a milestone, but definitely not the end. When a Chinese auto company dares to set annual export targets to 920,000 units, then surge to 1 million, the old structure of the global auto industry has started to loosen.

July 2026, Leapmotor showcased the two global models, Leapmotor B10 and C10, at the 2026 Indonesia International Motor Show (GIIAS 2026), and officially announced entry into the Indonesia market. On the same day, Leapmotor and Indonesia's Indomobil Group jointly announced the official initiation of localized KD assembly production in Indonesia. Through deep cooperation with PT National Assemblers, a subsidiary of Indomobil Group, Leapmotor brings an excellent smart mobility experience to Indonesian consumers.

Dual Model Premiere, B10 and C10 Debuts in Indonesia

These two global strategic models showcased at the 2026 Indonesia International Motor Show this time—Leapmotor B10 and C10—both reflect Leapmotor's core advantage of "Full-domain independent R&D". Leapmotor independently develops over 65% of vehicle core components exceeding the total vehicle cost, including electric drive, battery system, smart cockpit, and electronic and electrical architecture. This high degree of vertical integration capability enables Leapmotor to continuously optimize costs from design to production and quickly drive technological innovation.

With the growing family vehicle demand in the Indonesia market, Leapmotor B10 and C10 will bring high-quality electric mobility experience to local consumers through rich intelligent configurations and outstanding space performance.

Localized Manufacturing Implemented, KD Factory Officially Begins Production

Leapmotor cooperates with PT National Assemblers, a subsidiary of Indomobil Group, and has currently initiated localized KD assembly production in Indonesia. The Indonesia KD factory officially commenced operations in April 2026. The first batch of Leapmotor B10 and C10 models off the line are expected to start delivery from August.

With the official production of the Indonesia KD factory, Leapmotor has formed a Malaysia-Indonesia localized manufacturing layout, becoming one of the few new energy vehicle brands in Southeast Asia possessing dual KD production bases, laying a solid manufacturing foundation for next steps radiating to the entire ASEAN market. Leapmotor's localization layout in Indonesia not only can quickly respond to market demand but also will create technical jobs for the locality and promote the localization development of the supply chain.

Dual Support from Stellantis and Indomobil, Building a Complete Sales Service System

Leapmotor regards Indonesia as an important base for manufacturing and growth in the Southeast Asia region. Leveraging the Stellantis Brand House (Stellantis Brand House) model, Leapmotor will sell in the same store as brands such as Jeep and Citroën, providing consumers with a one-stop sales and after-sales service experience. Benefiting from Indomobil Group's nationwide distribution network and retail system, Leapmotor's sales and network development locally will be handled by PT Indomobil National Distributor, and it plans to build 50 sales and service outlets in Indonesia by the end of 2026.

Leapmotor's entry into the Indonesia market is another important result of global strategic cooperation with Stellantis. Currently, Leapmotor's business has expanded to over 40 countries globally, possessing over 2000 sales outlets, and the global cumulative delivery volume has exceeded 1.5 million units. With the gradual promotion of localized KD production and the continuous enrichment of product lines, Leapmotor plans to launch a new model annually, continuously bringing more electric vehicle models equipped with cutting-edge technology to Indonesia and surrounding markets.

Leapmotor persists in full-domain independent R&D of core technologies. In the future, Leapmotor will continue to deepen strategic synergy with Stellantis and local partners, with Indonesia as a fulcrum, accelerate the construction of an electric mobility ecosystem covering Southeast Asia, and allow more consumers to enjoy the new life of green smart mobility brought by technology inclusiveness.

On the morning of July 30, the "Overseas Deliveries Break 2,000 · Flags Planted in 60 Countries" Moja Robotics Global Delivery Ceremony was held in Wuhu, Anhui. During the event, Moja Robotics announced that cumulative global deliveries surpassed 2,000 units, with products and services covering more than 60 countries and regions, and simultaneously held the global delivery milestone lighting and overseas departure launch ceremony. This not only signifies that the enterprise's global development has entered a new stage, but also reflects that Chinese robots are accelerating from product export to scaled, systematic overseas expansion, relying on real commercial scenarios.

Robot Fleet Waves Thousands of National Flags, Global Deliveries Break 2,000 Units

At 8:30 AM, within the Chery International Park, Moja Robotics robots lined up neatly, waving flags from more than 60 countries and regions in synchronization. The transportation fleet was poised for departure. With the global delivery milestone officially lit and the departure order issued, the transport vehicles loaded with Moja Robotics products slowly drove out of the park towards Wuhu Port. At this moment, the cumulative global delivery of Moja Robotics officially exceeded 2,000 units, with products and services covering more than 60 countries and regions. "Overseas Deliveries Break 2,000 · Flags Planted in 60 Countries", from a set of numbers, has become another important coordinate for the global development of Chinese robots.

During the event, representatives from the Wuhu Economic and Technological Development Zone, Chery Group, overseas partners, and media gathered to witness this important moment. From the first robot exported overseas to today surpassing 2,000 cumulative overseas deliveries, Moja Robotics completed the leap from product verification to scaled commercial implementation in just over two years, becoming one of the domestic enterprises to achieve scaled overseas delivery of robots relatively early.

For the robot industry, 2,000 units not only mean a breakthrough in delivery scale, but also signify that Chinese robots are beginning to form continuous operational capabilities in real commercial scenarios globally, and commercial applications are moving to a new stage of development.

Starting in Malaysia, Opening Global Markets in Real Scenarios

Moja Robotics' globalization story began in Malaysia.

In 2025, Moja Robotics entered the automotive marketing and service scenario in Malaysia for the first time, taking a critical step from "0 to 1" in the overseas market. From the initial display of prototype machines to the delivery of the first batch of orders; from product output to the construction of localized operation systems, the enterprise continuously explores development paths in the overseas market and gradually completes the transformation from "going out" to "taking root".

Taking Malaysia as the starting point, Moja Robotics continues to expand into Southeast Asia, Middle East, Europe, Africa, Latin America, and other regional markets. Since the beginning of this year, the enterprise's global layout has further accelerated: in March, it showcased at Automation Thailand 2026, demonstrating the application capabilities of robots in industrial manufacturing, intelligent services, and other fields; in July, Vietnam's first AI Experience Center officially went into operation, further promoting the commercial application of robots in automotive marketing and service scenarios, bringing new intelligent interaction experiences to local consumers.

To date, Moja Robotics has been widely applied in automotive marketing services, public space navigation, smart policing, medical navigation, business reception, and other scenarios, and has obtained international certifications such as EU CE and US FCC, providing strong support for continuously expanding the international market. From one country to more than 60 countries, from a one-time product display to long-term stable operation, Chinese robots are continuously exploring a path of global development with Chinese characteristics.

Relying on Industrial System Advantages, Exploring New Paths for Robot Overseas Expansion

Currently, competition in the robot industry is accelerating from product competition to system competition. "Robot overseas expansion is not only a test of product capabilities, but also of full-chain capabilities such as R&D, manufacturing, supply chain, channels, delivery, services, and localized operations." Zhang Guibing, Executive Vice President of Chery Automobile, General Manager of the International Business Division, and General Manager of Moja Robotics, stated that only by truly integrating into the local market can long-term development be achieved.

As an important part of Chery's intelligent strategy, Moja Robotics relies on Chery's nearly 30-year industrial accumulation in the global market, sharing a global R&D, manufacturing, supply chain, logistics, channel, and service system, achieving complementary advantages between the automotive and robot industries, providing solid support for scaled robot overseas expansion.

At the same time, Moja Robotics' domestic commercial applications have continued to make breakthroughs. In the first half of this year, 110 Moja Smart Police robots were gradually put into use in multiple cities, carrying out normalized services in scenarios such as traffic command, order guidance, and safety publicity; medical navigation, smart exhibition halls, public services, and other diverse application scenarios have continued to expand, further verifying the operational capabilities of robots in real scenarios.

From Product Overseas Expansion to Capability Overseas Expansion, Chinese Robots Accelerate Integration into the Global Market

With the continuous development of technologies such as artificial intelligence and embodied intelligence, the robot industry is ushering in an important window period for scaled application. The global market is not only a new space for industry development but also an important stage to test product competitiveness and commercial capabilities.

From cumulative deliveries surpassing 2,000 units to products and services covering more than 60 countries and regions; from deep cultivation in automotive marketing service scenarios to accelerated landing in diverse scenarios such as smart policing, medical navigation, and public services, Moja Robotics is verifying product capabilities with real scenarios and testing innovation results with the global market, continuously exploring a development path of "scenario-driven, system-supported, ecosystem synergized". From automotive industry globalization to robot industry globalization, Chinese intelligent manufacturing is continuously expanding the global market. As more and more Chinese robots walk into overseas real application scenarios, the Chinese robot industry is accelerating the leap from technical innovation to industrial value, and from product overseas expansion to capability overseas expansion, contributing more Chinese wisdom and Chinese solutions to the global intelligent industry development.

On July 16, I arrived at the event site at the GAC Trumpchi factory. Watching the moment the 30 millionth vehicle slowly drove onto the stage, the first word that came to mind was "GAC Acceleration".

Many people think of GAC as "steady", but achieving a leap from 0 to 30 million in 29 years cannot be summarized simply as "steady".

Behind this lies the continuous acceleration within a steady foundation, the speed of transformation and lane switching, the speed of technology implementation, and the speed of global layout.

30 million units is a solid report card handed in after GAC's entire system capabilities accelerated.

(1) Full Matrix of New Energy Debuts, It Is the Acceleration of Transformation and Lane Switching

This vehicle delivery ceremony had a detail worth noting, linking multiple global production bases to sync. From the 29,999,995th to the 29,999,999th unit, GAC Honda e:N P7, GAC Toyota E-Prino 7, Qijing GT7, GAC Aion N60, GAC Hyper S600 went offline sequentially, with the finale being the 30 millionth unit, a Right-Hand Drive GAC Trumpchi M8 PHEV.

A full-color new energy matrix, covering joint venture and independent brands, covering sedans, SUVs, and MPVs, even using exported right-hand drive models as milestone carriers. This is not an intentionally arranged sense of ritual, but a true portrayal of GAC's comprehensive acceleration in electrification and intelligence transformation.

Handing over the key of the 30 millionth vehicle to Thai owner Tony Jaa, this action itself is a declaration of overseas success. Behind the 132% export growth in the first half of this year lies the accelerated implementation of GAC's global layout, an upgrade from Chinese automobile brands exporting products to exporting systems, and the user base of 30 million has already extended from the domestic market to the global market.

(2) Concentrated Technology Implementation, It Is the Acceleration of Long-term Growth

Many say GAC is low-key, but R&D investment numbers never lie: So far, GAC Group's cumulative R&D investment exceeds 62 billion yuan, and the global R&D team size exceeds 6,800 people. Long-term technical deep plowing has now reached the explosive period of concentrated implementation.

In the power field, the Xingyuan Power System built by the "National Excellent Engineer Team" covers three technology routes: extended-range, plug-in hybrid, and super dual-engine. Each power unit has undergone 100,000 hours of bench and vehicle verification, equivalent to over 10 million kilometers, and is being quickly installed into more mass-produced models; in the power battery field, Quark Electric Drive motor highest efficiency breaks through 99%, reaching industry top levels, the fully solid-state battery pilot production line has been built, continuously attacking industry pain points such as super-fast charging and low-temperature range; in the intelligent networking field, the Xingling Architecture connects six systems such as intelligent driving, cockpit, power, achieving "one brain unified command", comprehensive performance improved by 40%, Xinghe Smart Cockpit achieves endpoint-cloud integration, and jointly builds an AI intelligent ecosystem with top partners such as Huawei and CATL.

More importantly, while accelerating, the bottom line of quality is not lost. From the extreme environment test of "Five Highs, One Mountain, One Dust" to the systematic verification of over 1,500 verification sub-items, to the Mag Battery accumulating 1.5 million vehicles installed, and the Xingling Safety Guard System protecting nearly 2 million users, and the industry-first "Three Responsibilities" service guarantee, GAC's acceleration has always been built on the bottom line of quality and safety.

(3) Service System Follow-up, It Is the Acceleration of System Capability

Front-end products run fast, and the back-end service system is also accelerating in sync. To accommodate the rapidly growing user volume, GAC has comprehensively upgraded on the service side.

On the organizational level, the GAC Group established a dedicated user insight department, regularly held "User Full Mic" activities, established a closed-loop user request processing mechanism for the whole process, ensuring every user voice gets a response; on the channel level, accelerating sinking into counties, planning to add 1,000 county-authorized stores within the year, letting service reach more users; service response launched "Super Butler", achieving 5-second response, 2-hour request completion; charging ecosystem built a "9 Verticals, 10 Horizontals" network, covering 31 provinces and 213 cities nationwide, self-operated charging piles exceed 27,000, realizing "there is always a station within a straight line 1 km" in core urban areas.

From user communication to channel coverage, from after-sales response to charging support, the accelerated improvement of the full-cycle service system allows the trust of 30 million users to continue to settle, and also solidifies the foundation for the next round of growth.

(4) Kung Fu Review

29 years, 30 million units, after watching this event, my biggest feeling is: "GAC Acceleration" is an acceleration of accumulated strength released in a burst.

This is a steady acceleration of the entire system coordination from products, technology to services and globalization. In the past, when we talked about GAC, we always said it was steady, solid, and quality-first; but looking back from the 30 million node, this steadiness is accumulating strength for acceleration.

30 million is not the end, but a new starting line for GAC's acceleration. When technical reserves enter the mass production explosion period, when globalization layout enters the harvest period, when new energy transformation enters the deep water zone, the GAC in the future will only run faster.