Geely Does Not Engage in "Price War"; Sales Achieve Consecutive 3-Month YoY and MoM Dual Growth

When many brands were still relying on price cuts to drive sales, Geely Automobile (including the three brands Geely, Lynk & Co, Zeekr) instead relied on consecutive 3 months of Year-over-Year and Month-over-Month dual growth (237,000 vehicles in May), quietly walking out another path. Behind this is not luck, but more like a designed "Methodology to Resist Involution".

For any manufacturer, product is always first. The reason Geely can achieve today's results is because they almost avoided all the price war disaster zones. In the interval called "Blood Sea Market" of 100,000 to 150,000 RMB, Geely did not simply pile up features for price reductions, but used Galaxy M7, Star Shine 7, and Starship 7 to form a "Technical Combo Punch" — for example, the Star Shine 7 MAX series comes standard with four-wheel drive, turning configurations that usually cost extra in the same class into basic models, using "Value Equity" to replace "Price Involution", which allowed the new car to break 5,000 units in the first month of launch.

Going deeper, its growth quality is hidden in the structure. The new energy penetration rate is 56%, meaning for every two cars sold, one is a new energy vehicle. However, looking closely at the composition, in Zeekr's 34,000 deliveries, 9 Series, 8 Series, and other high-ticket models accounted for nearly 50%. The average price per vehicle rose 52% year-over-year. This "rising volume and price" is more persuasive than simple sales figures. This shows its new energy growth is not relying on low-price electric vehicles to boost volume, but truly standing firm in the high-end market. Zeekr 009 continuously winning the championship in the MPV market above 400,000 RMB is the proof.

More importantly, the technical layout balances both short and long terms. In the short term, it relies on i-HEV hybrid technology to extend the life of the China Star series, allowing fuel vehicle users to complete upgrades without changing usage habits, which allowed the China Star to break 100,000 units in a single month. In the long term, it bets on 900V high-voltage architecture (Lynk & Co 10 Series), Qianli Haohan Smart Solutions, positioning itself early in the 200,000 to 250,000 RMB market. Even the acquisition of Radar Automobile seems calculated — avoiding price involution in passenger cars, targeting the pickup truck segment where users have low price sensitivity and high scenario premium. Now Radar is not only the domestic sales champion but has also captured the Thailand market, becoming a surprise weapon for profit optimization.

Geely's sales numbers prove one thing: When everyone is fighting with bayonets in the existing market, the true growth potential may be hidden in the analysis of user needs — not that users only buy cheap ones, but that users do not want to pay for "unnecessary premiums".