---
title: "Geely is quietly winning in China while BYD stumbles: Sino Auto Insights"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296188075.md"
description: "Tu Le of Sino Auto Insights notes Geely outperforms expectations in a weak Chinese market while BYD loses ground. Geely employs a dual global strategy: affordable Geely brands target emerging markets, and premium Zeekr focuses on Europe. Founder Li Shufu's timely resignation positions the company to challenge BYD more aggressively."
datetime: "2026-08-18T07:04:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296188075.md)
  - [en](https://longbridge.com/en/news/296188075.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296188075.md)
generator: "portal-rs"
---

# Geely is quietly winning in China while BYD stumbles: Sino Auto Insights

Tu Le of Sino Auto Insights said Geely is holding up better than expected in a weak Chinese market, while BYD continues to lose ground. Tu also highlighted the company’s two-pronged global strategy, with the more affordable Geely brand targeting emerging markets and Zeekr positioned as a premium player in Europe. He says founder Li Shufu’s decision to step down is well-timed, leaving the company in a strong position to challenge BYD more aggressively.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**