BIGEELY@EC2610A

East China Securities Maintains Buy Rating on Geely Auto Holdings

BYD and Geely See Stable April Sales, Boosted by Overseas Orders

BOA Securities Raises Target Price for Geely Auto

Geely Auto Repurchased 742,000 Shares

China Merchants Securities Maintains Geely Auto's Rating and Target Price

Citi Publishes Research Report and Gives Geely a Buy Rating

Geely Announces April Sales Data

Lynk & Co Announces April Sales and New Energy Vehicle Sales Share

Geely Auto Reports April Sales of 235,164 Units, 58% from New Energy Vehicles

Geely Prepares to Launch Electric Vehicle Brand in Canada

Volvo Considers Manufacturing Electric Vehicles for Geely

Geely Automobile Signs Whole Vehicle Kit and Automotive Component Purchase Agreement with LEVC

UBS Report: Geely Auto's Q1 Net Profit at 4.2 billion yuan, Neutral Rating Given

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Geely Auto Announces Q1 2026 Earnings Report, Margin and per-Vehicle Profit Increase

Citi Maintains Buy Rating on Geely and Lists Q2 Catalysts

Geely Auto repurchased 1.694 million shares for HKD 37.8916 million

Geely Galaxy Announces Starship 7 EV All-Electric SUV

USGS: Appalachian Lithium Deposits Can Meet Demand for 130 Million Electric Vehicles

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LIFE CONCEPTS

HINSANG GROUP

NEW GONOW RV

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Orient Securities has maintained a Buy rating on Geely Automobile Holdings (GELYF) with a price target of HK$23.74, while the shares closed at HK$23.00. The analyst consensus is a Strong Buy with an average price target of HK$28.91, indicating a potential upside of 25.71%. Additionally, DBS also reaffirmed a Buy rating with a target of HK$28.00 in a report from May 4.

- Orient Securities has maintained a Buy rating on Geely Automobile Holdings, setting a price target of HK$23.74.  
- The current analyst consensus on the stock is a Strong Buy, with an average price target of HK$28.91, indicating a potential upside of 25.71%.  
- Additionally, DBS has also retained a Buy rating for Geely, with a target price of HK$28.00.

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Geely Auto

GEELY AUTO

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

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GEELY AUTO-R

Orient Securities Remains a Buy on Geely Automobile Holdings (GELYF)

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Geely-owned Zeekr has launched a revised Zeekr X in Europe for the 2026 model year, featuring the new Golden Battery technology. The compact eSUV now supports DC fast charging up to 230 kW, allowing a 10 to 80 percent charge in just 18 minutes. Enhancements include improved motor performance, with the Privilege AWD variant achieving 365 kW and a 0 to 100 km/h acceleration in 3.7 seconds. The interior has been upgraded for practicality and retains a modern design.

- The Zeekr X, a compact electric SUV from Chinese manufacturer Zeekr, launched in Germany in late 2025, features significant improvements for the 2026 model year.  
- Notable enhancements include faster charging capabilities, better performance with an additional 50 kW output across variants, and a redesigned, more spacious interior.  
- The vehicle utilizes Zeekr’s Golden Battery technology for high energy density and fast charging, capable of reaching 10 to 80 percent charge in just 18 minutes.

electrive

ZEEKR Intelligent Tech

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

Revised Zeekr X cuts fast charging time to 18 minutes

Chinese EV manufacturers BYD and Geely reported stabilizing sales in April, driven by overseas orders amid domestic demand challenges. BYD sold 321,123 vehicles, a 15% year-on-year drop but a 7% increase from March, with exports reaching a record 135,098 units. Geely's sales rose slightly to 235,164 units, with exports surging 244.7%. Despite a decline in domestic EV sales and profit margins, both companies are increasing export targets and focusing on technological advancements to boost sales. Analysts remain cautious about local demand, emphasizing the need for policy stability in 2026.

- Chinese electric vehicle (EV) manufacturers, including BYD and Geely, stabilized sales in April, aided by exports and new technologies.  
- BYD sold 321,123 vehicles, a 15% drop year-on-year, but saw a nearly 7% increase from March, with overseas shipments reaching a record 135,098.  
- Despite the recovery in exports and new model launches, domestic demand remains weak, impacting profit margins, leading manufacturers to expand internationally.

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BYD, Geely benefit from overseas orders amid Middle East energy shock

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Chinese carmaker Zhejiang Geely Holding Group is expanding its presence in the U.S. despite political opposition. With significant investments in Volvo, Polestar, and Lotus, Geely benefits from established dealer networks and potential U.S. factory capacity. Volvo aims to increase U.S. production, while Geely's Zeekr brand is poised for U.S. market entry. Despite tariffs and regulatory challenges, some U.S. politicians express openness to foreign automakers building plants in the country, highlighting a complex landscape for Chinese automotive investments.

CNBC

Polestar Automotive UK PLC - CW 27

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Polestar Automotive UK

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Global X Autonomous & Electric V

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Ford Motor

Mercedes-Benz Group AG

Aston Martin Lagonda Global Holdings plc

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BYD HK SDR 10to1

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CATL HK SDR 30to1

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

LOTUS TECHNOLOGY INC C/WTS 22/02/2029 (TO PUR COM)

How Chinese carmaker Geely put roots in the U.S.

BofA Securities has raised its target price for GEELY AUTOfrom $28.4 to $29.3 and maintained a Buy rating. The company's 1Q26 revenue reached RMB83.8 billion, a 15% year-on-year increase, with sales volume at 709,000 units, up 1% YoY. The average selling price rose 18% YoY to RMB112,000, and gross margin improved to 17.5%. Management anticipates further gross margin improvement in 2Q26 due to effective cost control measures.

- GEELY AUTO reported a revenue of RMB 83.8 billion for 1Q26, a 15% year-over-year increase, as stated by BofA Securities.  
- Sales volume reached 709,000 units, with an average selling price rising 18% to RMB 112,000, while gross margin improved to 17.5%.  
- BofA Securities has raised its revenue and earnings forecasts for 2026 and 2027, increasing the target price from $28.4 to $29.3, maintaining a Buy rating.

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Bank of America Corp

BofAS Adds GEELY AUTO  TP to $29.3, Lifts Earnings Forecasts

BOCOM International's report indicates that GEELY AUTOexperienced a 15% YoY revenue growth in Q1, reaching RMB83.776 billion, despite a 27% YoY decline in net profit due to foreign exchange losses. Core profit rose 31% YoY to RMB4.561 billion, alleviating earnings pressure concerns. Sales increased by 1% YoY to 709,400 units, with a gross margin of approximately 17.5%. The broker maintains a Buy rating with a target price of HKD24.21, citing overseas market growth and premium products as key drivers for earnings recovery.

- BOCOM International reported that GEELY AUTO recorded a 1Q revenue of RMB 83.776 billion, up 15% YoY, despite a 27% YoY decline in net profit due to foreign exchange losses.  
- Core profit rose 31% YoY to RMB 4.561 billion, alleviating concerns over earnings pressure, with sales increasing 1% YoY to 709,400 units.  
- The broker anticipates that overseas growth and new model launches will be key catalysts for earnings recovery, maintaining a Buy rating with a target price of HKD 24.21.

BOCOM International: GEELY AUTO  1Q Revenue Growth Outpaces Sales; Overseas and Premium Products Drive Earnings Recovery

吉利汽车

China Everbright analyst maintained a Buy rating on Geely Automobile Holdings on May 2 and set a price target of HK$27.44.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Geely Automobile Holdings has an analyst consensus of Strong Buy, with a price target consensus of HK$28.91.

- China Everbright analyst has maintained a Buy rating on Geely Automobile Holdings, setting a price target of HK$27.44.  
- The analyst consensus for Geely is Strong Buy, with a price target consensus of HK$28.91.  
- This positive outlook suggests strong confidence in the company's performance in the market.

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China Everbright Reaffirms Their Buy Rating on Geely Automobile Holdings (GELYF)

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GEELY AUTO reported flat total vehicle sales of 235,164 units in April, with a 1% increase in cumulative sales to approximately 944,500 units for the first four months. ZEEKR's sales surged 132% YoY to 31,787 units, totaling 108,800 units for the year, a 97% increase. Proton's sales rose 29% YoY to 17,392 vehicles, with cumulative sales of 62,093 vehicles, up about 21%.

- GEELY AUTO reported total vehicle sales of 235,164 units in April, remaining flat year-over-year, with cumulative sales of approximately 944,500 units for the first four months, showing a 1% increase.  
- ZEEKR's sales reached 31,787 units in April, a 132% year-over-year increase, with year-to-date sales at 108,800 units, up 97%.  
- Proton achieved sales of 17,392 vehicles in April, marking a 29% increase year-over-year, and cumulative sales of 62,093 vehicles for the first four months, up about 21%.

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

GEELY AUTO  Apr Total Vehicle Sales Flat YoY; 4M Sales Up 1%

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The U.S. is attempting to block Chinese-made cars, but they are already accessible to American consumers, particularly through dealerships in Mexico. Brands like BYD and Geely offer competitively priced vehicles, raising concerns among U.S. policymakers about data security and domestic competitiveness. Despite proposed tariffs and restrictions, Chinese vehicles are entering the U.S. market indirectly. The growing presence of affordable Chinese automakers poses a challenge to traditional U.S. car manufacturers, as many American buyers seek cheaper alternatives amid rising new car prices.

- Chinese automakers are expanding rapidly in Mexico, offering competitively priced vehicles just south of the U.S. border, making them accessible to American consumers.  
- U.S. policymakers are proposing tariffs and restrictions to limit Chinese auto imports, driven by concerns about national security, data security, and the competitiveness of domestic manufacturers.  
- Despite these efforts, Chinese vehicles are already entering the U.S. market indirectly, with their presence growing as demand for affordable cars increases among American buyers.

ZeroHedge

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The U.S. Wants To Ban Chinese Cars, But They're Already At The Gate

TSLA

In April, there was a noticeable increase in deliveries for BYD, Geely, Leap, and Xiaomi as the auto industry continues to introduce new models. On the other hand, Li Auto and Nio experienced a decline in sales during the same period. This surge in sales was observed among Tesla's competitors, with BYD, Geely, and Xiaomi showing positive growth trends, while Li Auto and Nio faced a decline.

BIGEELY@EC2610A(28200.HK)

Orient Securities Remains a Buy on Geely Automobile Holdings (GELYF)

Revised Zeekr X cuts fast charging time to 18 minutes

BYD, Geely benefit from overseas orders amid Middle East energy shock

How Chinese carmaker Geely put roots in the U.S.

BofAS Adds GEELY AUTO TP to $29.3, Lifts Earnings Forecasts

BOCOM International: GEELY AUTO 1Q Revenue Growth Outpaces Sales; Overseas and Premium Products Drive Earnings Recovery

China Everbright Reaffirms Their Buy Rating on Geely Automobile Holdings (GELYF)

GEELY AUTO Apr Total Vehicle Sales Flat YoY; 4M Sales Up 1%

The U.S. Wants To Ban Chinese Cars, But They're Already At The Gate

Tesla Rivals BYD, Geely, Xiaomi See Sales Bump. These China EV Makers Decline.