Geely Automobile Holdings Limited receives a Buy rating, driven by superior product quality, rapid global expansion, and strong sales growth. GELYF's Galaxy M9 SUV demonstrates competitive quality and pricing, signaling a credible threat to established Western automakers. Geely's localization strategy, including new manufacturing hubs outside China, aims to overcome tariff barriers and accelerate Western market entry.
Geely Auto (GELYF) delivered robust 2025 results, with revenue up 44% to CNY345 billion and resilient gross margin at 16.6%. The recent share price rally to HKD22+ appears overextended, with fundamentals not fully justifying the surge post-Q4 earnings. Growth tailwinds from subsidies are fading, and normalization is expected as policy support cools.
Geely Auto (GELYF) has been outpacing a slowing Chinese auto market, delivering 42% YTD unit sales growth versus the sector's 11.5% and climbing to over 11% share. GELYF's margin expansion persists despite 12% ASP declines, with Q3 gross margin at 16.6% and operating margin at 4.1%. Export growth is a key 2026–2027 catalyst, with management targeting 50%+ export revenue growth and 1M units exported by 2027.
China's second-largest electric-vehicle maker reported a rise in its net profit supported by strong sales with 76,100 vehicles sold in the third quarter, up 43% from the previous year.
Geely Auto is expanding briskly at home and abroad, with strong growth in all segments. Despite ongoing price competition, the company posted impressive H1 2025 results. Integration of Zeekr and group-wide synergies are driving innovation, cost control and a broader product lineup.
Before 2022, Geely was seen as a legacy automaker that was struggling to capture value in the NEV market. The market price and earnings growth were strongly pressured. From 2023 to 2024, Geely has achieved remarkable growth with its Galaxy series, Lynk&Co, and Zeekr brands.
Chinese electric vehicle firm Zeekr said on Tuesday it plans to be acquired by Geely Automobile Holdings.
China's Geely Holding (GEELY.UL), the main owner of Volvo Cars , Lotus and other auto brands, has appointed a new board chair at its key European investment company to replace founder Eric Li, it said late on Thursday.
The Chinese automaker said it achieved record sales in the first quarter and saw robust growth in the new-energy business.
China's Geely Auto wants to take its luxury EV unit Zeekr off the New York Stock Exchange one year after the company's debut, per Zeekr filings.
Zeekr shares surged more than 10% in New York on Wednesday after parent company Geely Automobile offered to take the premium electric vehicle maker private in a $2.2 billion deal, just a year after its US listing. Geely, which currently holds 65.7% of Zeekr's outstanding share capital, said it plans to buy all remaining American depositary shares at $25.66 each — a 13.6% premium to the stock's last close.
Hong Kong-listed Geely Automobile Holdings said on Wednesday it is looking to privatise its Chinese automaker unit ZEEKR , proposing to value the unit at US$2.566 per ZEEKR share or $25.66 per American Depository Share.