Geely Automobile Remains Resilient Amid Slowing Auto Demand -- Market Talk

Dow Jones01-16

0305 GMT - Geely Automobile looks relatively defensive amid a softening domestic auto market, says Macquarie analyst Eugene Hsiao in a note. The company's 4Q vehicle margin could reach 18% on a better premium mix, with strong sales of new high-end EV models, he adds. Declines in 1Q volume may be less severe than peers due to its higher traditional engine car exposure, new model launches and continued demand from successful 4Q releases, he says. The margin headwinds from rising battery and memory costs may be less impactful since Geely has a strong overseas exposure and a diverse product mix. Macquarie maintains an outperform rating for the stock and lowers its target price to HK$23.00 from HK$26.00. Shares last trade at HK$17.36.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

January 15, 2026 22:05 ET (03:05 GMT)

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Declines in 1Q volume may be less severe than peers due to its higher traditional engine car exposure, new model launches and continued demand from successful 4Q releases, he says. The margin headwinds from rising battery and memory costs may be less impactful since <a href=\"https://laohu8.com/S/00175\">Geely</a> has a strong overseas exposure and a diverse product mix. Macquarie maintains an outperform rating for the stock and lowers its target price to HK$23.00 from HK$26.00. 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The company's 4Q vehicle margin could reach 18% on a better premium mix, with strong sales of new high-end EV models, he adds. Declines in 1Q volume may be less severe than peers due to its higher traditional engine car exposure, new model launches and continued demand from successful 4Q releases, he says. The margin headwinds from rising battery and memory costs may be less impactful since <a href=\"https://laohu8.com/S/00175\">Geely</a> has a strong overseas exposure and a diverse product mix. Macquarie maintains an outperform rating for the stock and lowers its target price to HK$23.00 from HK$26.00. Shares last trade at HK$17.36.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 15, 2026 22:05 ET (03:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1119","symbol_name":"汽车制造商","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603195543","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603195543","pubTimestamp":1768532700,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0305 GMT - Geely Automobile looks relatively defensive amid a softening domestic auto market, says Macquarie analyst Eugene Hsiao in a note. 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The company's 4Q vehicle margin could reach 18% on a better premium mix, with strong sales of new high-end EV models, he adds. Declines in 1Q volume may be less severe than peers due to its higher traditional engine car exposure, new model launches and continued demand from successful 4Q releases, he says. The margin headwinds from rising battery and memory costs may be less impactful since Geely has a strong overseas exposure and a diverse product mix. Macquarie maintains an outperform rating for the stock and lowers its target price to HK$23.00 from HK$26.00. 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