That August 1st sales quick report, I read it over and over again. Geely's total July sales reached 250,161 units, nothing unexpected; what really made me pause in front of my computer was the overseas data: exports of 106,663 units, up 202% year-on-year, rising month-on-month and year-on-month for 7 consecutive months, and reaching the 100,000 unit mark for two consecutive months.

Working in this industry for so long, you develop a feel for numbers. Previously when we talked about exports, it was assumed we just pull domestic surplus inventory to the Middle East or Africa to get blood back. But of Geely's 106,000 units this month, new energy vehicles accounted for 62,604 units, a proportion as high as 59%. What does this show? It shows what Geely sends overseas is no longer "surplus stock", but the "elite forces" currently fighting the main battle domestically.

The logic behind this deserves to be broken down and discussed thoroughly.

I see many peers focusing on total sales volume. Actually, break it down by model dimension, you will find Geely's approach has changed. Previously relying on one car to rule the world, now it is rising simultaneously in various sub-segments.

Taking Star Wish (EX2) as an example, it took first place in Thailand's pure electric market in June, pushing BYD Atto 3 aside. This car looks unremarkable domestically, but in Southeast Asia's congested, high-temperature, cost-performance-focused markets, it is simply a dimensional strike. Even more incredibly, this car entered the top two in Brazil and Mexico. An A0-level small car can gain volume simultaneously in Southeast Asia and Latin America with completely different usage scenarios. This is definitely not luck, but right product definition.

Look at Starship 7 EM-i (EX5 EM-i), this car took C-level PHEV first place in Poland. Europeans are shrewd, high fuel prices, inconvenient charging, PHEV is indeed the optimal solution at this stage. Geely taking the domestic Thor Electric Hybrid technology over there, just cut right into the pain points.

Lynk & Co 08 and Zeekr need not be mentioned. Lynk & Co 08 entering the top three in premium plug-in hybrids in a place like Mexico, which is the "heartland of American cars", Zeekr pressing BBA down in right-hand drive markets like Australia, Malaysia. This is no longer explainable by "cost-performance", this is substantive breakthrough in brand elevation. Previously we said Chinese cars going overseas is "encircle the cities from the countryside", now it looks like Geely wants to directly enter "the city" to open stores.

To tell the truth, July sales volume is just the result, that big move Geely and Ford pulled off in Spain at the end of July is the key to deciding the pattern of the next three years.

Geely spent 221 million euros to buy 34% stake of Ford's Spanish Valencia factory. This money looks a lot, but in the background of building factories in Europe costing billions of euros, this is simply "rock-bottom price".

Why is this move so clever? We who work in industry all understand, the European market has always had a "glass door", that is that anti-subsidy tariff. Previously we made cars and sent them over, tariffs were so high it was shocking, price advantage instantly disappeared. Now Geely directly builds a joint venture factory in Spain, using Ford's idle capacity to make Geely cars. This trick of "borrowing a boat to go out", directly bypasses the tariff barriers.

More importantly, this factory was built in 1976, Ford has run it there for decades, supply chain, workers, union relations are all sorted out. Geely spending small money to do big things, not only gained capacity, but also gained the "ticket" to enter the EU market and "compliance credentials". Afterward, Europeans buying Geely cars, packaging might print "Made in Spain". This is not only a business victory, but survival wisdom under geopolitical games.

Having done auto reporting for so many years, I have seen too many companies fail miserably when going overseas. Previously many car manufacturers going overseas, just find an agent, send cars over, whether they sell well depends entirely on heaven. But Geely's current gameplay is "system overseas".

What is a system? It is "One Geely" strategic coordination. Geely, Lynk & Co, Zeekr three brands, positioning clearly divided, fighting each other not at all. Geely focuses on volume, Lynk & Co on quality, Zeekr on high-end. This multi-brand synergy is even more important overseas than domestically, because overseas dealers fear OEM left-right mutual fighting.

Looking deeper, it is technical foundation sharing. CMA, SEA these architectures, plus Thor Electric Hybrid, Shield Battery, all globally universal. This is like building blocks, base is universal, above can according to different country regulations, road conditions, consumer habits change shells. This development efficiency is what those still "one car one car redesign" competitors cannot compare with.

Past decade smashed in 250 billion R&D fees, now look, time for harvest has arrived.

Of course, we also must be calm. Although Geely's momentum is fierce, challenges are still ahead. Before Valencia factory first car rolls out in 2028, union negotiations, production line renovation, EU certification, every gate is not easy. Moreover, Lynk & Co and Zeekr really entering Western Europe, facing Mercedes, BMW, Tesla these "local heavyweights", hard battles are still ahead.

But for us spectators, Geely's July 106,000 units, signal meaning already very clear. Chinese cars going overseas, already passed that "selling cars out is enough" untamed era, entered "manufacture locally, sell locally, service locally" system competition stage.

Later you see Zeekr on Sydney streets, or Starship 7 in Warsaw, likely not from Ningbo Port crossing ocean transported over, but European local factory roll-out products. This is true globalization, also Geely this wave operation most makes me feel "sophisticated" place.

This game of chess, Geely has only just started placing stones.

1 Ogos laporan jualan pantas, saya baca berulang kali tiga kali. Jumlah jualan Geely Julai 250,161 unit, tiada apa-apa kejutan; yang benar-benar membuat saya terkejut di hadapan komputer adalah data luar negara: eksport 106,663 unit, meningkat mendadak 202% berbanding tahun sebelumnya, bertambah ganda secara bulan-bulan dan tahun-bandingkan selama 7 bulan berturut-turut, dan berdiri di atas tangga 100,000 unit selama dua bulan berturut-turut.

Sudah lama berjinak dalam industri ini, saya mempunyai intuisi terhadap angka. Dulu bila kita berbual tentang eksport, andaian biasa adalah membawa stok kereta yang tidak laku di dalam negara ke Timur Tengah, Afrika untuk pulih modal. Tetapi dalam 106,000 unit Geely ini, kenderaan baharu menduduki 62,604 unit, nisbah tinggi mencecah 59%. Ini menunjukkan apa? Ia menunjukkan bahawa apa yang Geely hantar ke luar negara, sudah bukan "stok akhir", malah "pasukan elit" yang sedang menjadi tumpuan utama di dalam negara.

Logik di sebalik ini wajar kita bongkarkan dan halusi untuk berbual.

Saya lihat banyak rakan sekerjaya meneliti jumlah jualan keseluruhan, sebenarnya apabila dibongkar mengikut dimensi model, anda akan mendapati strategi Geely sudah berubah. Dulu bergantung pada satu model untuk menakluki dunia, sekarang sedang naik di setiap sektor pasaran serentak.

Ambil contoh Xingyuan (EX2), Jun di pasaran EV sepenuhnya Thailand meraih tempat pertama, menekan BYD Atto 3. Kereta ini di dalam negara kelihatan tidak penting, tetapi di pasaran serba sesak, panas tinggi, mengutamakan kos ke faedah di Asia Tenggara, bagaikan serangan dimensi tinggi. Lebih hebat lagi, kereta ini juga masuk dua besar di Brazil dan Mexico. Sebuah kereta A0 kelas, boleh meningkatkan jumlah di Asia Tenggara dan Amerika Latin yang mempunyai penggunaan berbeza, ini pasti bukan nasib, kerana definisi produk dibuat dengan betul.

Lihat lagi Starship 7 EM-i (EX5 EM-i), kereta ini di Poland meraih tempat pertama PHEV Kelas C. Orang Eropah bijak, harga minyak tinggi, pengisian masih tidak selesa, PHEV memang penyelesaian optimum semasa. Geely membawa teknologi cecair elektrik Thunder God dari dalam negara, tepat sekali pada titik sakit.

Lynk & Co 08 dan Zeekr tak perlu sebut lagi. Lynk & Co 08 di Mexico tempat "pusat kereta Amerika" boleh masuk tiga besar插混 high-end, Zeekr di Australia, Malaysia pasaran stereng kanan mampu tekan BBA, ini bukan lagi "kos ke faedah" boleh terangkan, ini突破性 sebenar naik taraf jenama. Dulu kita kata kereta China keluar negara adalah "desa keliling bandar", sekarang, Geely ingin terus masuk "bandar" buka kedai.

Jujur berkata, jualan Julai hanya hasil, hujung Julai tindakan besar di Sepanyol antara Geely dan Ford, itulah kunci menentukan corak 3 tahun akan datang.

Geely belanjakan 221 juta Euro, membeli Ford Sepanyol Valencia kilang 34% saham. Wang ini nampak banyak, tetapi di Eropah membina kilang mudah sahaja 1 bilion Euro, ini bagaikan "harga asas".

Mengapa langkah ini begitu baik? Kita bekerja dalam industri faham semua, pasaran Eropah ada "pintu kaca", iaitu tarif subsidi anti. Dulu kita bina kereta hantar pergi, tarif tinggi menakutkan, kelebihan harga hilang serta-merta. Sekarang Geely terus membina kilang kongsi di Sepanyol, guna keupayaan Ford yang kosong untuk buat kereta Geely. Tip "pinjam kapal keluar laut", terus lalangi halangan tarif.

Lebih penting, kilang ini 1976 siap dibina, Ford beroperasi di sana puluhan tahun, rantai bekalan, pekerja, hubungan serikat pekerja sudah teratur. Geely guna sedikit wang buat besar, bukan sahaja dapat keupayaan, juga dapat "tiket masuk" pasaran EU dan "kelayakan patuh". Masa depan orang Eropah beli kereta Geely, pada bungkusan mungkin cetak "Made in Spain". Ini bukan sahaja kemenangan perniagaan, malah kebijaksanaan kelangsungan hidup di bawah permainan geopolitik.

Sudah lakukan bertahun-tahun pelaporan kereta, saya lihat banyak perusahaan gagal keluar negara. Dulu banyak syarikat kereta keluar negara, cari agen, hantar kereta, jualan bagus buruk tengok nasib. Tetapi permainan Geely sekarang, adalah "keluar negara sistem".

Apa erti sistem? Ialah "Satu Geely"统筹 strategi. Geely, Lynk & Co, Zeekr tiga jenama, kedudukan jelas, tak bergaduh sesama. Geely jalan kuantiti, Lynk & Co jalan kualiti, Zeekr jalan high-end. Kerjasama multi-jenama ini, di pasaran luar negara lebih penting dari dalam, kerana pengedar luar negara takut pabrik utama bergaduh kiri kanan.

Lihat lebih dalam, adalah perkongsian tapak teknologi. Rangka CMA, SEA,还有 teknologi campuran elektrik Thor God, bateri Perisai Tuhan, semua seragam global. Ini bagaikan menyusun blok, tapak seragam, atas boleh tukar kulit ikut undang-undang negara, keadaan jalan, tabiat消费. Kecekapan pembangunan ini, adalah对手 yang masih "satu kereta satu kereta reka semula" tidak dapat banding.

10 tahun lalu masuk 250 bilion yuran R&D, sekarang lihat, masa menuai sudah tiba.

Tentu, kita juga perlu tenang. Geely walaupun giat, cabaran masih ada depan. Sebelum kereta pertama keluar kilang Valencia 2028, rundingan serikat, pengubahsuaian barisan pengeluaran, pengesahan EU, setiap penghalang tidak senang. Selain itu, Lynk & Co dan Zeekr benar-benar masuk Eropah Barat, hadap Mercedes, BMW, Tesla "ular sawah", perang keras masih ada depan.

Tetapi untuk kita penonton, Geely Julai ini 106,000 unit, erti isyarat sudah sangat jelas. Kereta China keluar negara, sudah lepas zaman "cabut saja jualan" liar, masuk ke "buat di sini, jual di sini, servis di sini" fasa persaingan sistem.

Masa depan anda di jalan Sydney nampak Zeekr, atau Starship 7 nampak di Warsaw, mungkin bukan dari Pelabuhan Ningbo hanyut samudera, malah produk keluar kilang tempatan Eropah. Ini globalisasi sebenar, juga tempat operasi Geely paling saya rasa "pakar".

Catur ini, Geely baru mula letak catur.

In this early summer of 2026, what we see is not just a set of record-breaking numbers, but the complete logic of a Chinese brand moving from quantitative change to qualitative change.

On the first day of June 2026, when most car companies were still making a final sprint for the 'half-year exam', Geely Automobile has delivered a remarkable May performance report: monthly sales of 237,637 units, achieving year-on-year and month-on-month double growth for three consecutive months.

This is not just a simple sales sprint, but more like a carefully choreographed 'technical symphony'. Under the current high penetration rate of new energy, Geely did not fall into pure price wars, but chose a harder path — using the confidence of fully self-developed technology to reshape the value benchmark of every segment market. Through these cold numbers, we try to explore: How exactly did Geely make 'technical belief' take root in users' hearts?

The 'Multi-dimensional Chess Game' Behind Sales: From Single-unit Breakthrough to Army-style Operations

If the automotive market is compared to a battlefield, then Geely in 2026 is no longer a warrior holding a single weapon, but a well-equipped, clearly divided modern army.

First to come into view is the performance of ZEEKR. Delivery volume of 34,377 units, up 81.8% year-on-year. This number itself means that the discourse power in the high-end pure electric market is shifting. Interestingly, ZEEKR did not dilute its 'luxury technology' brand concentration due to pursuing scale. On the contrary, the proportion of ZEEKR Series 9 and Series 8 is close to 50%, and the average transaction price per vehicle grew counter-trendly by 52.4%. This shows that in the high-end market, users are willing to pay for ultimate technical experiences.

The launch of the new generation flagship MPV ZEEKR 009 can be called a 'technical show'. Full-stack 900V high-voltage architecture, 10-minute charging replenishing 510 kilometers, 0-100 acceleration 3.9 seconds. These parameters might have existed only in concepts a year ago, but now are actually put into the car. Especially its equipped Thor-U chip, with 700 TOPS computing power. This is not just an accumulation of computing power, but infinite possibilities reserved for future all-scenario intelligent driving control. ZEEKR is proving that Chinese brands can not only make luxury cars, but also define the technical standards of luxury cars.

Turning attention to LYNK & CO, this 'Born Global' brand is undergoing a profound 'electrification metamorphosis'. May sales 20,732 units, new energy share up to 70.8%. The newly launched LYNK & CO 10 and LYNK & CO 10+ no longer only emphasize 'sport', but propose a 'controllable, stable' driving experience. On TCR China and CTCC race tracks, LYNK & CO 03+ TCR racing cars won multiple championships. This transfer of 'race track genetics' to civilian products built a unique brand moat. LYNK & CO is telling the world in a very new way: Electrification does not equal boredom, driving fun can still be precisely tuned.

As the sales cornerstone, Geely Galaxy and Geely Brand have shown amazing system strength. Geely Galaxy Starship 7 EM-i, completing the 'Excessive Standard Bilateral Serial Limit Crash Test' in the French UTAC laboratory, verified 'Chinese-style safety' in a way that was almost harsh. In A-class and B-class markets, Geely Star Wish, Boyue, Emgrand, and other models not only held their basic market share, but through the empowerment of AI technology, achieved intergenerational leadership in the comfort and intelligent experience of family cars.

From 'Parameter Involution' to 'Value Symbiosis'

After going through the 'parameter arms race' of the past few years, the 2026 automotive market began to return to rationality. Users no longer only look at driving range, but value charging efficiency, safety redundancy, and the stability of intelligent experience. Geely's brilliance lies in that it realized this early on, and began to implement technology from 'paper' to 'road'.

Intelligence is no longer an option, but a standard configuration

Geely's published 'Qianli Haohan Intelligent Driving China Full-domain Travel Report' revealed a stunning fact: the activation rate of assisted driving was as high as 93.8%. This means the vast majority of Geely owners have already formed the habit of using intelligent driving. Accumulated avoidance 8.9 million times, AEB automatic emergency braking successfully triggered 2.4 million times. Behind these data is the safety of countless families. Geely's logic is clear: The core of intelligence is safety, is liberating users' energy, not creating anxiety.

Safety is the Gene Carved into the Bone

On Euro NCAP test tracks, in Italy's Misano circuit, on Australia's wilderness roads, Geely's products are undergoing the harshest environment tests globally. From ZEEKR 7X topping sales in Australia to Geely Starship 7 EM-i performing well in crash tests, Geely is defining Chinese car safety with global standards. This 'Full-domain Safety' concept gives Geely's products the confidence to face established European and American car companies when going global.

From 'Product Output' to 'Value Output'

May overseas export sales 85,144 units, reaching a new high again. Behind this number, Geely's globalization strategy has entered the 'deep water zone'.

In the past, Chinese car companies going global were often seen as synonymous with 'cost-performance ratio'. But now, ZEEKR 7X became the best-selling luxury pure electric SUV in markets such as Mexico and Malaysia, Geely Star Wish topped the charts in markets such as Brazil and Indonesia. This shows that what Geely exports is not just products, but a set of 'Chinese Value' including design, intelligence, and safety.

Strategic cooperation with the England National Team, becoming the 2026 World Cup (Mexico/Canada/USA) broadcast partner, these moves seem to be marketing, but are actually a global resonance of brand values. The fighting, transcendence, and team collaboration in sports spirit aligns perfectly with Geely's brand core of 'Great due to joy' and 'Born Global'. Geely is using a subtle yet impactful way to make global users produce emotional identification with Chinese brands.

What did Geely do right?

While writing this article, I repeatedly thought about a question: In the fierce competition of 2026, why could Geely maintain year-on-year and month-on-month double growth for three consecutive months?

The answer may be hidden in the strategic synergy of 'One Geely'. Geely did not let each brand fall into internal friction, but built a multi-level matrix covering mainstream, high-end, and luxury. Each brand has a clear positioning, and at the same time can share the technical dividends of the group in three-electric, intelligent driving, and safety architecture.

More importantly, Geely maintained a kind of 'long-termism' stability. Whether it is continuous investment in the CMA architecture, or iteration of Thor hybrid technology, or refining the Qianli Haohan intelligent driving system, Geely did not seek success in haste, but was waiting for the 'critical point' of technology. When the market returned to rationality from frenzy, those solid technical reserves became the sharpest weapons.

Move Towards the New, Not Just Cars

Looking back at the 2026 Chinese automotive market, the first half of new energy is drawing to a close, and the second half of intelligence has just opened.

Geely's May performance report is not just a victory in sales, but also a victory in technology route. It tells us that the essence of the automotive industry has not changed: Good products are always the core, the ultimate purpose of technology is to serve people

From the Hangzhou Bay manufacturing base, to Italy's race tracks, to Australia's streets, Geely Automobile is telling a new story about 'China Intelligent Manufacturing' to the world with a steady and powerful pace. In this story, there are no exaggerated slogans, only respect for technology, sincerity to users, and the purest love for the 'car making' matter.

When technical belief becomes a habit, the explosion of sales is just a natural result. For Geely, 238,000 units is just a new starting point, the true stars and seas are still ahead.