Geely Escalates Its Ambitions

Deep News2025-08-14

GEELY AUTO, determined to reclaim its position as the leading domestic automaker, has openly displayed its ambitions.

On August 14, Geely Holding released its 2025 interim results report. Driven by a 47% sales growth in the first half, Geely Holding's revenue increased by nearly 30% year-over-year to 150.3 billion yuan, reaching a historic high.

According to Geely, the company's market share exceeded 10% for the first time in the first half, which the company attributes to the synergistic effects unleashed by its "One Geely" strategy.

In 2025, Geely's new energy vehicle lineup produced hit models across various market segments. In the first half, the total new energy vehicle sales of Geely's three major brands exceeded 725,000 units, achieving a new energy penetration rate of 51.5%. Among these, the Geely Galaxy series, after being upgraded to an independent brand, recorded sales of 548,000 units in the first half, representing a 232% year-over-year increase, with cumulative sales surpassing 1.2 million units by the end of July.

Beyond comprehensive success in mainstream markets, the premium luxury brand portfolio also delivered impressive performances. ZEEKR and Lynk & Co formed a "dual-engine drive" pattern in the premium luxury market, recording sales of 90,000 and 150,000 units respectively in the first half.

Based on these better-than-expected market performances, Geely announced it would raise its annual sales target from 2.71 million units to 3 million units. In the second half, GEELY AUTO will intensively launch new products, introducing a total of five new energy vehicle models.

However, amid increasingly fierce market competition, Geely's net profit declined 14% year-over-year in the first half, ultimately recording 9.29 billion yuan. This makes scaling up to unlock economies of scale crucial for Geely to boost profits going forward. Regarding how to consolidate product competitiveness and maintain upward sales momentum, Geely's solution is to bet on AI.

Looking back, as the world's only automaker to complete comprehensive AI deployment across all domains, Geely launched its "Smart Geely 2025" strategy in 2021 and released the industry's first "Smart Vehicle Full-Domain AI" technology system in 2025, forming a technological foundation supported by the "three pillars" of computing power, algorithms, and data.

Among these, the Xingrui Smart Computing Center 2.0 delivers computing power of 23.5 EFLOPS, with the Xingrui AI large model being applied in practice, driving rapid mass production of intelligent technologies. In the assisted driving field, Geely released the Qianli Haohan assisted driving system, featuring "full-domain, omnidirectional, all-time" perception capabilities with no blind spots; FlymeAuto smart cockpit users have exceeded one million.

Meanwhile, Geely's continuous iteration of three-electric technologies has also strengthened product competitiveness. The company released the Xingrui AI Cloud Power 2.0 based on an AI scenario engine power domain intelligent agent, with the Thor AI hybrid engine achieving leading thermal efficiency, enabling multiple vehicle models to achieve ultra-low fuel consumption and extended range.

Beyond consolidating product strength, Geely's second card is accelerating international expansion.

In the first half of 2025, GEELY AUTO's export sales exceeded 180,000 units, with Geely brand's global sales network covering 85 countries and regions, launching 10 vehicle models in key markets. Simultaneously, the Egypt factory commenced production, and the Indonesia factory successfully completed trial production.

In the premium market, ZEEKR and Lynk & Co also demonstrated outstanding performance in international markets. As of now, ZEEKR has established over 70 stores across more than 40 countries or regions; Lynk & Co has set up 7 clubs and 58 dealers in Europe; ZEEKR Technology operates over 1,200 stores globally.

As the "One Geely" strategy deepens, internal synergistic effects will be further unleashed, and GEELY AUTO's global competitiveness in the intelligent new energy sector will be upgraded again, advancing toward the annual target of 3 million units.

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