Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
 <li>Geely is aggressively expanding its market share in the rapidly growing New Energy Vehicle (NEV) sector through a multi-brand strategy, including Geely, Lynk &amp; Co, and the premium EV brand Zeekr.</li>
 <li>Strong export growth is a key pillar of the company's strategy, significantly expanding its global footprint and diversifying revenue streams away from the hyper-competitive domestic market.</li>
 <li>While revenue and vehicle sales are growing robustly, the company faces significant headwinds from intense domestic competition, which pressures profit margins, and potential geopolitical risks such as tariffs on vehicle exports.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  Geely is aggressively expanding its market share in the rapidly growing New Energy Vehicle (NEV) sector through a multi-brand strategy, including Geely, Lynk &amp; Co, and the premium EV brand Zeekr.
  Strong export growth is a key pillar of the company's strategy, significantly expanding its global footprint and diversifying revenue streams away from the hyper-competitive domestic market.
  While revenue and vehicle sales are growing robustly, the company faces significant headwinds from intense domestic competition, which pressures profit margins, and potential geopolitical risks such as tariffs on vehicle exports.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

<ul>
<li>Geely deliveries grew by 47% in 2025, but all major competitors were below 10%.</li>
<li>The year-end sales volume competition no longer continued in December 2025.</li>
<li>We believe total revenue will grow by 38% in 2025 and 22% in 2026.</li>
</ul>


Geely deliveries grew by 47% in 2025, but all major competitors were below 10%.
The year-end sales volume competition no longer continued in December 2025.
We believe total revenue will grow by 38% in 2025 and 22% in 2026.


Geely (175 HK): 2025 Sales Volume – A Successful Year

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: China’s AI Component Powerhouse Faces Geopolitical Reckoning </li><li>In Depth: Millions Tied Up as Hong Kong IPO Fund Network Runs Into Trouble</li><li>Head of Zheshang Bank’s Lucrative Bills Business Taken Away by Authorities </li></ul>

In Depth: China’s AI Component Powerhouse Faces Geopolitical Reckoning In Depth: Millions Tied Up as Hong Kong IPO Fund Network Runs Into TroubleHead of Zheshang Bank’s Lucrative Bills Business Taken Away by Authorities 

CX Daily: China’s AI Component Powerhouse Faces Geopolitical Reckoning 

<ul>
<li>Geely’s deliveries grew by 24% YoY in November, reaching 65% of BYD.</li>
<li>PHEV continued to accelerate and export deliveries rose strongly by 22% in November.</li>
<li>We expect Geely’s stock price will rise by 20% in the next twelve months.</li>
</ul>


Geely’s deliveries grew by 24% YoY in November, reaching 65% of BYD.
PHEV continued to accelerate and export deliveries rose strongly by 22% in November.
We expect Geely’s stock price will rise by 20% in the next twelve months.


Geely (175 HK): In November, Deliveries Still Strongly Up by 24%

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Maintain BUY. We view Geely’s 3Q25 earnings as solid and we believe Geely could accomplish its both sales and GPM targets in FY25.</li><li>We are of the opinion that Geely’s sales volume growth could continue at least throughout FY26, given its current incomprehensive NEV model line-up and well-received new models including the Galaxy M9, A7 and Zeekr 9X.</li><li>We also expect these new models, along with rising NEV exports, to lift its margins in FY26. We believe Geely is well positioned among its peers with attractive valuation.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Maintain BUY. We view Geely’s 3Q25 earnings as solid and we believe Geely could accomplish its both sales and GPM targets in FY25.We are of the opinion that Geely’s sales volume growth could continue at least throughout FY26, given its current incomprehensive NEV model line-up and well-received new models including the Galaxy M9, A7 and Zeekr 9X.We also expect these new models, along with rising NEV exports, to lift its margins in FY26. We believe Geely is well positioned among its peers with attractive valuation.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Geely Automobile (175 HK) - We See Margin Lift Potential on a Solid 3Q25

Hong Kong

Geely Automobile Holdings Limited is a leading Chinese automotive company primarily engaged in the research, development, manufacturing, marketing, and sale of passenger vehicles and related components. It offers a diverse portfolio of products including sedans, SUVs, and electric vehicles under brands such as Geely Auto, Lynk & Co, and Zeekr. The company is headquartered in Hong Kong and was founded in 1973.

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Geely Auto (175 HK)

Primer: Geely Auto (175 HK) - Jan 2026

Geely is aggressively expanding its market share in the rapidly growing New Energy Vehicle (NEV) sector through a multi-brand strategy,...

αSK Primers

Geely (175 HK): 2025 Sales Volume – A Successful Year

Geely deliveries grew by 47% in 2025, but all major competitors were below 10%. The year-end sales competition ended in 2025. We believe total...

Ming Lu

CX Daily: China’s AI Component Powerhouse Faces Geopolitical Reckoning

In Depth: China’s AI Component Powerhouse Faces Geopolitical Reckoning While open-weight models and industrial robotics are hogging...

Caixin Global

Geely (175 HK): In November, Deliveries Still Strongly Up by 24%

Geely’s deliveries grew by 24% YoY in November, reaching 65% of BYD. PHEV continued to accelerated and export deliveries rose strongly by 22% in...

Ming Lu

Geely Automobile (175 HK) - We See Margin Lift Potential on a Solid 3Q25

We also expect these new models, along with rising NEV exports, to lift its margins in FY26. We believe Geely is well positioned among its peers...

CMB International

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