Over 290,000! Geely Maintains Consecutive Growth in September, The Killer Move is Yet to Come

On October 1, Geely Automobile Holdings Limited released its September performance report: 292,168 vehicles, setting a new high for the year, with consecutive double growth in YoY and MoM for 7 months. NEV reached 190,868 vehicles, accounting for 65%; Overseas exports 106,685 vehicles, surging 162% YoY. Cumulative Jan–Sept 2,235,481 vehicles, NEV cumulative 1,326,364 vehicles. The numbers aren't noisy, but they are explosive enough. Some ask, why is Geely getting fiercer with more competition? The answer isn't in one hit product, but in three curves rising simultaneously. Today we unpack this report to see which three trump cards "One Geely" actually reveals.

1. 292,168 Vehicles, Seven Consecutive Months Growth is Not Hot Air

September sales 292,168 vehicles, up 7% YoY, up 8% MoM, consecutive 7 months of double growth YoY and MoM. Even more impressive is the Jan–Sept cumulative 2,235,481 vehicles, setting a historical high for the same period, up 3% YoY. This isn't hitting the windfall in a single month, but making growth an inertia. NEV sector September sales including Geely, Lynk & Co, Zeekr totaled 190,868 vehicles, setting a single-month NEV historical high, up 16% YoY, proportion pulled to 65%. For every three cars sold, about two are electric. Breakdown: Geely Brand 236,459 vehicles, Geely Galaxy 130,479 vehicles, China Star 105,980 vehicles, Lynk & Co 18,493 vehicles, Zeekr 37,216 vehicles. Zeekr up 104% YoY, Lynk & Co NEV sales 17,039 vehicles, Galaxy up MoM and YoM. My point is direct: Geely this time isn't relying on low prices for volume, but on structural upward shift. Fuel base stabilized, NEV pushing high, premium brands breaking circles. Sales are the result, structure is the answer. Behind the seven consecutive months of growth, product matrix, price bands, and brand momentum are all working together. Rivals wanting to catch up must first catch up to this rhythm.

2. NEV Accounts for 65%, Three Brands All on the Table

Zeekr submitted first: September delivery 37,216 vehicles, up 104% YoY; Jan–Sept delivery 288,404 vehicles, up 101% YoY. Zeekr 9X in the 500k+ large SUV market pulled sales, reputation, resale value to max. Zeekr 7X broke 10k deliveries for 3 consecutive months, global cumulative delivery over 200,000. Lynk & Co is also capable: September sales 18,493 vehicles, up 9% MoM, NEV product sales 17,039 vehicles; Jan–Sept cumulative 196,117 vehicles, NEV 140,209 vehicles. Lynk & Co 08 EM-P global cumulative delivery near 200,000, Lynk & Co 06 global over 300,000 units, Lynk & Co 07GT delivery broke 10k, becoming the fastest Chinese wagon to reach 10k delivery. New Lynk & Co models launched 1 hour pre-orders broke 14,633 vehicles. Geely Galaxy September sales 130,479 vehicles, setting a new single-month high for the year; Geely Star Wish consecutive 4 months over 50,000, September sold 60,871 vehicles; Galaxy Starship 7 sales 22,059 vehicles, Galaxy E5 sales 12,695 vehicles. Galaxy Warship 700 pre-sale 9 mins orders broke 10,000, 60 mins broke 43,900. China Star September sales 105,980 vehicles, Preface L PLUS, 4th Gen Boyue L continuing to add firepower. Luxury, Premium, Mass Market, Fuel, Geely filled the table. Three brands aren't fighting for rice, but making the cake bigger together.

3. Overseas Surged 162%, System-Based Overseas Expansion is Scary

Overseas exports consecutive 4 months over 100,000 vehicles. September export 106,685 vehicles, up 162% YoY; Jan–Sept export 797,670 vehicles, up 169% YoY. NEV export even more exaggerated: September 73,664 vehicles, surged 403% YoY, proportion 69%; Jan–Sept 484,086 vehicles, surged 531% YoY, proportion 61%. What does this mean? Geely going global isn't just putting cars on ships, it's moving brand, channel, manufacturing, service out together. Zeekr 9X large shipment to UAE, local price approx RMB over 800,000; Zeekr 009 in Thailand, Malaysia consecutive months EV MPV sales champion. Lynk & Co top in Ecuador premium sub-market, solid results in Tunisia, Mexico. Geely Brand Australia monthly sales broke 4,500 vehicles, Panama top Chinese brand sales, Brazil cumulative over 36,000, UK cumulative over 10,000. Even worse is system landing: First locally manufactured in Brazil Geely Galaxy Starship 7 rolled off line; Reached agreement with Volvo, from Jan 2027 Volvo becomes Lynk & Co Europe exclusive distributor; Geely Smart Charge released, single gun peak charging power 2250 kilowatts, max charging temp controlled within 65°C, battery cycle life increased 20%. Qianli Haohan assisted driving reached 1 million installations, activation rate 93.8%. From product going global to system going global, Geely is changing lanes to overtake.

Conclusion: 292,168 vehicles is not the endpoint, but a new benchmark for "One Geely" high-quality upward development. NEV, Globalization, AI Technology three lines advancing together. Geely made hits into matrix, went global into system, made tech into experience. Consecutive 7 months double growth YoY and MoM, the scariest part isn't the numbers, but growth starting to have methods, rhythm, and stamina. Next quarter, pressure really given to rivals.