GEELY AUTO(HK:00175) Jin Rong Jie·2026-01-23 11:03Core Insights - Geely has set a five-year strategic goal to become a leading player in the global automotive industry, aiming for total global sales to exceed 6.5 million units and revenue to surpass 1 trillion yuan by 2030 [1][2]. Group 1: Strategic Goals - By 2030, Geely aims to achieve global total sales of over 6.5 million vehicles, with revenue exceeding 1 trillion yuan, positioning itself among the top five global automakers [1][2]. - The company plans for 75% of its sales to come from new energy vehicles (NEVs) and over one-third of sales to be from international markets [2]. Group 2: Market Position and Growth - In 2025, Geely's total sales are projected to reach 4.116 million units, a 26% year-on-year increase, making it the fastest-growing company among the top ten automotive groups [2]. - NEV sales are expected to reach 2.293 million units, reflecting a 58% year-on-year growth, with a penetration rate of 56%, significantly above the industry average [2]. Group 3: Brand Strategy - Geely is focusing on strengthening its core brand and has established a brand matrix that includes "Geely China Star," "Geely Galaxy," "Lynk & Co," and "Zeekr," covering a wide range of market segments from mainstream to high-end [3][5]. - The company aims to leverage its global brands like Volvo and Polestar in international markets while exploring new joint venture models with partners like Renault [5]. Group 4: Technological Advancements - Geely is enhancing its "Seven Vertical" technology system, focusing on key areas such as intelligent driving, smart cockpit, electronic architecture, and battery technology [7]. - The company’s intelligent driving platform, "Qianli Haohan," is positioned as one of the most advanced globally, with plans for L2-level assistance and rapid advancement towards L3 and L4 technologies [7]. Group 5: Safety and Sustainability - Safety is a top priority for Geely, which aims to create a "world safety dual-pole" system with Volvo, focusing on a comprehensive safety ecosystem [8]. - Geely is committed to integrating green and low-carbon principles throughout its product lifecycle and aims for carbon neutrality in its manufacturing processes [14]. Group 6: Future Ecosystem Development - Geely is developing a "Heaven and Earth Integrated" transportation network, which includes various mobility solutions and aims to launch 100,000 customized Robotaxi vehicles by 2030 [11]. - The company is also advancing its alcohol-hydrogen electric vehicle technology, with over 50,000 units already in operation, contributing to carbon neutrality and energy security [11]. Group 7: Alignment with National Strategy - Geely's 2030 strategy aligns with China's "14th Five-Year Plan," focusing on high-quality development and seizing global market opportunities [13]. - The company is transitioning from simple product exports to a comprehensive value chain output model, emphasizing technology and service integration [13].