Jin Rong Jie·2026-02-02 10:00Core Insights - Geely Automobile Holdings Limited reported a total passenger car sales of 270,167 units in January 2026, marking a year-on-year increase of 1% and a month-on-month increase of 14% [1][2] - The company aims to achieve a sales target of 3.45 million units for the year 2026, with plans to launch 1-2 new models each quarter, including hybrid and hydrogen energy vehicles [1][20] Sales Performance - In January 2026, Geely's new energy vehicle sales reached 124,252 units, reflecting a year-on-year growth of approximately 3% [1] - The sales of Geely's premium brand Zeekr reached 23,852 units, doubling year-on-year [1][3] - Overseas exports amounted to 60,506 units, representing a significant year-on-year increase of 121% [1][20] Brand Development - Geely is focusing on product premiumization, with a clear brand matrix established post-integration [3][12] - The luxury brand Zeekr's sales in January were 23,852 units, with the Zeekr 9X and Zeekr 009 leading in their respective segments [3] - Lynk & Co sold 28,877 units in January, with 17,410 units being new energy vehicles, accounting for 60% of its total sales [5] Technological Advancements - Geely is advancing its AI technology with the launch of the WAM (World Action Model) at CES 2026, enhancing the integration of AI across vehicle systems [13][15] - The new generation assisted driving system, 千里浩瀚G-ASD, aims to provide superior user experience and will gradually introduce advanced driving features [15][16] - In the battery sector, Geely plans to launch a new lithium iron phosphate battery system in 2026, aiming for a 15% increase in energy density [17] Global Expansion Strategy - Geely's global strategy emphasizes regional deepening and global collaboration, with a target of 640,000 export units in 2026, representing over 50% growth [20][22] - The company is establishing a comprehensive industrial park in Malaysia to serve as a hub for Southeast Asia, aiming for an annual production capacity of 500,000 units [22] - Geely is also focusing on high-end market penetration in developed regions, leveraging partnerships with Volvo and Renault [22]