$GEELY AUTO(00175.HK)
Geely has reported its Q2 results yesterday. Is it a good time to invest now?
Here is the breakdown of Geely’s record-breaking H1 2026 performance:
The Growth Engine: Geely is hitting record financial highs, with revenue climbing 15% to RMB 173.6 billion and core profit surging 46% to RMB 9.68 billion.
The exports skyrocketed 158%, prompting management to raise the full-year export target to 920,000 units.
💎 Premium Momentum: Brands like Zeekr are delivering, with volume up 97% and the Zeekr 9X becoming the #1 model in China priced above RMB 500k.
⚠️ The Headwinds: Beware. Domestic sales fell 22.6% in H1 as the Chinese market cools and operating cash flow dropped 68% amid intense competition.
📈 The Value Play: Despite the challenges, Geely is trading at a low forward P/E of ~8.5x–8.8x and maintains a strong net cash position, providing a significant safety cushion. Plus, a major leadership reshuffle under new Chairman Andy An signals a shift toward a more transparent, system-driven “One Geely” strategy.
Is Geely’s global pivot enough to offset domestic pressure? Check out our latest infographic for the full deep dive!
Not financial advice. Do your own DD 😉.