Recently, Geely's series of moves were quite aggressive. Besides the adjustments in executive management, the layout and specific operations of the overseas market also have clearer plans. First, regarding sales targets, Geely's 2026 exports were raised from 640,000 vehicles to 920,000 vehicles, challenging an annual sales volume of one million.

In the first half of the year, Geely's overseas sales were approximately 480,000 vehicles, a year-on-year increase of 158%. With the traditional peak season of the second half of the year, Geely's standard for raising the sales target is very pragmatic, and there is a high probability of successfully challenging an annual sales volume of one million vehicles.

Meanwhile, Geely Holding Group CEO An Conghui stated: Volvo's factories in Europe will become an important base for Geely's European strategy, undertaking the production of high-end luxury cars within the Geely Automobile Group, expected to start production in 2028. Looking at the data, Volvo's year-on-year decline in the European market in 2025 was 10%, dropping to approximately 332,700 vehicles.

Entering the first quarter of 2026, Volvo's sales in Europe and other regions worldwide were 95,335 vehicles, a further year-on-year decline of 2%. Global sales from March to May were 179,000 vehicles, a year-on-year drop of 5.5%. The surge in Geely's sales in the overseas market can just utilize Volvo factories' idle capacity, which is quite reasonable.

Meanwhile, regarding layout in other overseas markets, Geely previously acquired Proton's factory in Malaysia. After upgrading, it has an annual production capacity of 500,000 vehicles to meet the needs of the Southeast Asian market. In South America, it relies on Renault Brazil's industrial collaboration, sharing manufacturing resources and market channels between the two parties, significantly reducing the investment cost of building its own factories.

Additionally, in July this year, Geely and Ford also reached an agreement. Both parties will establish a joint venture company in Valencia, Spain. Through capacity sharing, they will create various new energy vehicle models for the Ford and Geely brands for the European market. From this perspective, Geely's layout in the overseas market is mainly to revitalize the group's various brand resources, or establish joint venture companies with other brands, trying to avoid the high investment of building factories alone, and also serving a role in risk avoidance.

Tindakan terkini Geely sangat agresif. Selain penyesuaian eksekutif, pembangunan dan operasi khusus pasaran luar negara juga telah mempunyai perancangan yang lebih jelas. Pertama, dalam sasaran jualan, eksport Geely pada tahun 2026 dinaikkan dari 640,000 unit kepada 920,000 unit, dan mencabar jualan tahunan satu juta unit.

Pada separuh tahun pertama, jualan luar negara Geely adalah sekitar 480,000 unit, meningkat 158% secara tahunan, ditambah musim puncak tradisional separuh tahun kedua, piawai kenaikan sasaran jualan Geely adalah cukup praktikal, bahkan ada kemungkinan besar untuk berjaya mencabar jualan tahunan satu juta unit.

Pada masa yang sama, CEO Konglomerat Geely, An Conghui menyatakan: Kilang Volvo di Eropah akan menjadi tapak penting strategi Eropah Geely, menanggung pengeluaran kereta mewah kelas tinggi di dalam Kumpulan Automotif Geely, dijangka memulakan pengeluaran pada tahun 2028. Dari segi data, jualan Volvo di pasaran Eropah pada tahun 2025 menurun 10% secara tahunan, jatuh kepada kira-kira 332,700 unit.

Memasuki suku pertama 2026, jualan Volvo di Eropah dan wilayah lain di dunia adalah 95,335 unit, menurun lagi 2% secara tahunan. Jualan global Mac-Mei adalah 179,000 unit, menurun 5.5% secara tahunan. Jualan Geely di pasaran luar negara meningkat mendadak, tepat untuk meningkatkan kapasiti yang tidak ter-utilisasi kilang Volvo, agak munasabah.

Pada masa yang sama, dalam aspek pelanaran pasaran luar negara yang lain, Geely sebelumnya telah membeli kilang Proton Automotive di Malaysia, selepas naik taraf memiliki kapasiti tahunan 500,000 unit, untuk memenuhi keperluan pasaran Asia Tenggara. Amerika Selatan bergantung kepada sinergi industri Renault Brazil, kedua-dua pihak berkongsi sumber pembuatan dan saluran pasaran, mengurangkan kos pelaburan pembinaan kilang sendiri dengan ketara.

Selain itu, pada Julai tahun ini, Geely dan Ford juga telah mencapai perjanjian, kedua-dua pihak akan membentuk syarikat bersama di Valencia, Sepanyol, melalui perkongsian kapasiti, untuk mencipta pelbagai model kenderaan tenaga baharu jenama Ford dan Geely bagi pasaran Eropah. Jika dilihat sedemikian, pelanaran Geely di pasaran luar negara, terutamanya untuk mengaktifkan sumber jenama pelbagai dalam kumpulan, atau membentuk syarikat bersama dengan jenama lain, mengelakkan sebanyak mungkin pelaburan pembinaan kilang sendiri yang tinggi, juga mempunyai peranan untuk mengelakkan risiko.