In the beginning of September, Geely Automobile Holdings Limited (0175.HK) presented a substantial report card as usual: August single-month sales reached 270,194 vehicles, continuing the momentum of month-on-month and year-on-year growth for six consecutive months, up 8% both year-on-year and month-on-month. The new energy segment was particularly bright; new energy sales from the three major brands Geely, Lynk & Co, and Zeekr reached 175,877 vehicles, up 19% year-on-year, with the share of the total rising to 65%. In other words, for every ten cars sold, more than six are "electric", and Geely's transition to full new energy is becoming clearer.

The quality of sales is not just reflected domestically. Overseas exports in August showed a result of 110,094 vehicles, up 205% year-on-year, marking month-on-month and year-on-year growth for the eighth consecutive month, and single-month exports broke 100,000 for three consecutive months. New energy exports that month were 70,629 vehicles, surging 446% year-on-year, accounting for 64% of all exports. From "product globalization" to "system globalization", Geely's global moves are upgrading from scattered nodes to a complete localized operational ecosystem.

Supporting the steady climb in sales is the continuous release of technological momentum. From August 21 to 30, Geely, Zeekr, Lynk & Co, Geely Galaxy and Geely China Star appeared at the 2026 Chengdu International Auto Show, with over 49 intelligent products appearing together, with pure electric, hybrid, and fuel multiple energy sources on stage together, fully displaying the ecosystem of "Leader in Full-Domain AI Intelligent Cars". Almost simultaneously, Geely released AI new energy off-road technology, gathering GTA native new energy off-road architecture, all-wheel drive AI electric hybrid Thunder EM-T and AI all-terrain digital chassis, three globally first technologies, completing a systematic reshaping from body structure to intelligent chassis. Among them, Thunder EM-T relies on Xingrui AI Cloud Power scenario engine to accurately match the best fuel-electricity solution, with energy consumption optimization exceeding 15%; the all-terrain digital chassis built based on Quantum-level AI EEA 4.0 can recognize road conditions via AI and automatically switch intelligent scenario modes. These technologies are first mounted on Galaxy Battleship 700, redefining the global benchmark for intelligent new energy off-road technology.

The three brands exerted force in sync on both the auto show and the market. Global luxury tech brand Zeekr delivered 36,981 vehicles in August, up 110% year-on-year; Zeekr 7X sales continued to break 10,000, with global orders breaking 200,000; Zeekr Touring sales exceeded 10,000 for three consecutive months, with global cumulative deliveries exceeding 400,000; Zeekr 009 took the dual crown of sales and reputation for pure electric MPVs above 400,000 RMB in mainland China for three consecutive months.

Global new energy high-end brand Lynk & Co continues to expand widely, with August sales of 17,027 vehicles, up 4% month-on-month, among which new energy products were 15,504 vehicles, up 10% month-on-month. At the Chengdu Auto Show, the new Lynk & Co 20 and Lynk & Co 20 Sprint Edition appeared simultaneously, with Lynk & Co 10, Lynk & Co 07GT and concept car Time to Shine on stage together, displaying layout covering multiple energy sources and adapting to diverse scenarios. In terms of sports map, Lynk & Co expanded from circuit racing to rally; from August 28 to 30, 07GT Rally Academy Racing Car went to the 2026 China Automobile Rally Championship Huairou Station, winning S7 category and Lynk & Co Rally Challenge double champion.

Geely brand solidified its growth basic board, with August sales of 216,186 vehicles, up 5% year-on-year and 9% month-on-month. Mainstream new energy brand Geely Galaxy had monthly sales of 119,115 vehicles, up 8% year-on-year and 10% month-on-month respectively. Star model Geely Star Wish sold 60,955 vehicles in a single month, standing on the 50,000 vehicle stage for three consecutive months, with cumulative sales approaching 900,000. Regarding new products, the new C-class AI pure electric sports sedan Galaxy TT started pre-sales on August 13, redefining the value benchmark of 200,000 yuan class pure electric sports sedan starting at 145,900 yuan; the AI all-terrain hardcore SUV Galaxy Battleship 700 that appeared on August 21 became the auto show focus and will start pre-sales in September. In terms of fuel market, Geely China Star had August sales of 97,071 vehicles, up 8% month-on-month; the new fourth generation Boyue L i-HEV series is equipped with i-HEV smart hybrid and Qianli Haohan H5 solution, consolidating fuel SUV champion status with three cross-level strengths: energy saving, performance, and intelligence; on August 31, the new flagship Xingyue L PLUS was officially announced and will debut on September 5.

In terms of globalization, the three brands bloom at multiple points overseas. Zeekr topped the list of Australian luxury pure electric sales for January-July; Lynk & Co ranked first in Tunisia July high-end PHEV brand; Geely brand won Panama China brand sales champion. Core models also show global competitiveness: Zeekr 7X topped Australian mid-size luxury SUV first; Zeekr 009 took Thailand and Malaysia pure electric MPV market first; Geely Star Wish topped Thailand electric car sales champion; Galaxy Starship 7 EM-i won Poland C-class PHEV sales champion. Channel construction accelerated simultaneously: in Europe, Geely landed in Austria, Spain sales network broke 50 stores, Star Wish officially listed in France; in Latin America and Southeast Asia, Lynk & Co landed in Argentina, Chile business turned to Geely direct operations; in Middle East and Africa, Zeekr 9X started pre-sales, Lynk & Co entered Jordan, first D-SUV global car Geely Monjaro EM-i launched in Egypt at the end of August. Based on long-term confidence in overseas growth, Geely adjusted 2026 overseas sales target from 640,000 to 920,000, aiming for annual sales of one million vehicles.

Operating quality and technical strength advanced simultaneously. On August 17, Geely released 2026 interim results, with total revenue of 173.6 billion yuan, core net profit attributable to parent company of 9.68 billion yuan, achieving volume, price, and profit rise together. Relying on the "One Geely" strategy, this enterprise is embedding full-domain AI into design, R&D, manufacturing and after-sales full link, traveling through the cycle with the determination of high-quality development, steadily moving towards the goal of a global intelligent new energy vehicle leader.