- Geely sold 270,194 vehicles in August, up 8% YoY, driven by NEVs making up 65.1% of sales.
- Exports exploded 205% YoY in August to over 110K units, signaling a strategic shift to local production and regional networks.
- Zeekr surged again with August deliveries up 110% and year-to‑date deliveries doubling, proving EV premium demand.
Geely Group sold 270,194 vehicles in August 2026, up 8% year-on-year, with overseas sales emerging as the fastest-growing part of its business.
Group sales reached 1,943,313 units in January–August, up 2% year-on-year.
New energy vehicles remained a key growth driver. Geely sold 120,590 BEV in August, up 29%, while plug-in hybrid sales rose 2% to 55,287 units.
Combined NEV sales reached 175,877 units, up about 19%. NEVs accounted for 65.1% of total group sales.
By brand, Geely sold 216,186 vehicles in August, up 5%. Geely Galaxy sales rose 8% to 119,115 units, while Lynk & Co sales fell 37% to 17,027 units.
Zeekr remained the standout performer. Deliveries reached 36,981 units in August, up 109.8%. January–August deliveries reached 251K units, up 100.4%.
Overseas markets continued to provide a major growth engine. Geely exported more than 110K vehicles in August, up 205% year-on-year.
Exports reached 691K units in the first eight months, up 170%.
Proton also added steady overseas volume. The Malaysian brand sold 22,426 vehicles in August, up 47%. January–August sales reached 137,192 units, up 29%.
Geely previously set a full-year export target of 920K vehicles. The group now needs roughly 229K more units to hit the goal.
The sharp rise in exports points to a broader shift in Geely’s overseas strategy. The group is moving beyond simply shipping vehicles abroad, building local production capacity, regional operating networks.
In July, Geely partnered with Ford to produce the EX2 at Body Shop 3 of Ford’s Valencia plant in Spain. The deal gives Geely access to local European manufacturing capacity, helping offset tariff costs while expanding its urban EV presence in Europe.
In Latin America, Renault Geely Brazil plans to start local EX2 production at the Ayrton Senna plant in the fourth quarter.
Taken together, the moves show Geely building a more complete regional system around production, sales, product supply, rather than relying solely on vehicle exports.
Geely also reported its first-half 2026 results last month.
Group revenue reached RMB 173.6 billion ($25.8 billion) in the first half, up 15% year-on-year. Core net profit attributable to shareholders rose 46% to RMB 9.68 billion ($1.44 billion).
Gross margin climbed to 17.9%. Average revenue per vehicle reached RMB 112,000 ($16.7K), up 16% year-on-year.
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