MBGEELY@EC2606A

Lynk & Co Car Accident Caused by Voice Command System Malfunction

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Zhejiang Geely Auto Components wholly-owned subsidiary Baoji Shanjiu Battery Co., Ltd. established

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CaoCao Inc. shareholders approved key resolutions at an extraordinary general meeting on February 27, 2026. This includes a share purchase agreement for Suzhou Youxing Qianli Network Technology to acquire Zhejiang Geely Business Service for RMB65 million. Additionally, a new share incentive scheme was adopted, pending approval from the Hong Kong Stock Exchange. These moves aim to enhance corporate restructuring and align incentives with shareholder value. The stock currently has a Buy rating with a price target of HK$70.00.

- CaoCao Inc. held an extraordinary general meeting on 27 February 2026, where shareholders approved all resolutions, including a share purchase agreement for RMB65 million with Suzhou Youxing Qianli Network Technology.  
- They also supported a new share incentive scheme, pending Hong Kong Stock Exchange approval, aimed at aligning management incentives with long-term shareholder value.  
- The current analyst rating for CaoCao Inc. (HK:2643) is a Buy, with a price target of HK$70.00 and a market cap of HK$21.12 billion.

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Geely Auto

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

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吉利汽车

Geely Automobile Holdings (SEHK:175) is currently facing mixed investor sentiment, with a recent share price of HK$16.31 reflecting a 12.4% decline over the past year. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 63.9%, estimating an intrinsic value of HK$45.24 per share. Additionally, Geely's P/E ratio of 9.41x is below the industry average of 19.30x, indicating further undervaluation. Analysts project significant future cash flows, raising questions about the company's position in the shifting Hong Kong auto sector.

- Geely Automobile Holdings' recent share price of HK$16.31 suggests a significant undervaluation, with a DCF analysis indicating a potential intrinsic value of HK$45.24, or 63.9% higher.  
- The company's P/E ratio of 9.41x, below the industry average of 19.30x, reinforces this assessment as undervalued based on earnings potential.  
- Various narratives about Geely's future growth and market performance offer differing views on its fair value, ranging from HK$20.53 to HK$33.42.

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EVERG VEHICLE

- An accident occurred on February 25, involving a Lynk & Co Z20, where a voice command misrecognition led to all vehicle lights suddenly turning off on the highway, causing a collision with a guardrail.  
- The incident highlights significant safety redundancy issues in smart cabin technologies, raising concerns about allowing voice systems to control critical functions while driving.  
- In response, the company provided a swift update to improve voice command recognition and emphasized the importance of prioritizing safety over smart features in vehicle design.

Lynk & Co Z20 voice command mistakenly turned off headlights, causing a highway collision; official emergency OTA patch issued

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In January, China's EV sales saw a 20% decline, with 1.5 million units sold, reflecting a broader market drop of 14% YoY. Despite this, Geely and Xiaomi emerged as key players, with Xiaomi's YU7 topping sales at 37,869 units. Geely's Xingyuan also performed well, indicating a shift in market dynamics. The plugin vehicle share started strong at 39%, with expectations to reach 60% by year-end. Geely's success suggests potential challenges for BYD's market dominance.

- Following a December peak, January saw a 20% decline in EV sales in China amid a general market dip of 14%, totaling 1.5 million units.  
- The top-selling electric vehicle models included the Xiaomi YU7, which topped sales charts, alongside strong performances from Geely and AITO, indicating a shift in market dynamics.  
- As Geely and BYD vie for the top spot, startups are rapidly gaining ground, suggesting a competitive landscape ahead for the Chinese automotive market in 2026.

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Lynk & Co Z20 caused an accident due to a voice command mistakenly turning off the headlights. The company has apologized and pushed an OTA update, disabling voice control for headlights while driving, allowing only manual operation

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Lynk & Co Z20 voice miscommunication turns off headlights causing an accident, official apology issued and solution has been pushed out

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Chinese automakers, including Nio, Xpeng, and Geely, are focusing on overseas expansion and AI to stay competitive in 2023. They aim for significant growth, with Leapmotor targeting one million vehicles by 2026 and Xpeng aiming for 550,000 to 600,000 units. However, the China Association of Automobile Manufacturers projects only a 1% increase in vehicle sales. Companies are investing heavily in AI technologies, with Xpeng planning to mass-produce robots and flying cars. The market is expected to consolidate, favoring leading firms while smaller players struggle.

- Chinese automakers, including Nio and Xpeng, are focusing on overseas expansion and artificial intelligence to achieve ambitious growth targets in 2026.  
- Leapmotor aims for one million vehicles and Xpeng targets sales of 550,000 to 600,000 units, while industry forecasts predict only a modest 1 percent increase in vehicle sales.  
- Competition in the automotive sector is intensifying, with experts noting a concentration of industry leaders and a need for resource investment to maintain market positions.

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Audi and SAIC have reduced the price of the AUDI E5 Sportback in China by approximately 3,700 euros due to weak sales, with only 7,070 units delivered by January 2026. The model, aimed at regaining market share, has faced challenges including low conversion rates from pre-orders and confusion over its new sub-brand. To boost sales, Audi is offering discounts totaling 30,000 yuan and financing options. The E5 Sportback features an 800-volt system and competes with models like the Zeekr 007 GT and Nio ET5 Touring, which have outperformed it.

- By the end of January 2026, Audi had delivered only 7,070 units of the E5 Sportback, counter to initial excitement over 10,153 pre-orders.  
- Low conversion rates from non-binding reservations into sales, influenced by misconceptions regarding the brand's new sub-brand AUDI, have hampered market performance.  
- In response to sluggish sales, Audi is offering significant discounts, yet the E5 Sportback continues to struggle against competitors like Zeekr and Nio.

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After multiple strategic adjustments, Meizu Mobile is facing a significant crisis. Although the CMO announced that Meizu 23 would be released in mid-year, the project was halted in mid-February, and the mobile phone business is expected to exit the market by March 2026. The Meizu brand may continue to operate within the Geely system. As market competition intensifies and costs rise, the survival space for small and medium-sized mobile phone manufacturers is being compressed, and Meizu's future is filled with uncertainty

- Meizu has undergone strategic shifts and management changes in recent years, leading to the suspension of its smartphone business and a planned exit from the market by March 2026.  
- Despite a previously announced flagship release, the company's financial struggles and rising costs in the competitive smartphone sector have intensified pressure, with a shift towards integrating automotive technology under Geely's ownership.  
- As competition continues to escalate in the smartphone market, Meizu's withdrawal reflects a broader trend of consolidation among smaller brands, driven by the challenges of maintaining profitability in a saturated market.

The "last straw" that crushed Meizu phones

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Hong Kong stocks ADR is expected to open 386 points higher this morning, at 27,152 points. The relative stock prices and the premium of Hong Kong stocks over ADRs are as follows: CKH HOLDINGS HKD 62.113 (-0.18%), CLP HOLDINGS HKD 75.569 (-0.69%), HK & CHINA GAS HKD 7.51 (1.46%), WHARF HOLDINGS HKD 25.19 (3.53%), HSBC HOLDINGS HKD 147.383 (-3.18%), POWER ASSETS HKD 61.41 (-0.18%), PCCW HKD 6.164 (-3.31%), HENDERSON LAND HKD 34.186 (1.15%), SHK PPT HKD 137.918 (-1.10%), NEW WORLD DEVELOPMENT HKD 10.814 (3.01%), SWIRE PACIFIC A HKD 83.196 (-0.48%), BANK OF E ASIA HKD 15.568 (-1.98%), GALAXY ENT HKD 44.278 (-2.25%), HANG LUNG PPT HKD 10.201 (-1.97%), GEELY AUTO HKD 19.107 (-12.86%), CITIC LIMITED HKD 12.305 (0.93%), CATHAY PAC AIR HKD 13.502 (0.36%)

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The Hong Kong stock ADR is expected to open 386 points higher this morning, reporting at 27,152 points

Volvo has introduced a new entry-level variant of its EX30 electric model, featuring a 110 kW electric motor and a 51 kWh battery, offering a range of 339 km. This model includes a new 'Black Label' trim and the Vehicle-to-Load function, which will be enabled via an over-the-air update. The EX30 is now based on Geely’s SEA architecture and is produced in Belgium. The new variant aims to provide a premium electric experience at a lower price point, enhancing Volvo's position in the growing premium electric car market.

- Volvo's new EX30 drivetrain variant features a 110 kW electric motor and a 51 kWh battery, offering a range of 339 kilometres (WLTP).  
- This model introduces a lower-cost option compared to the existing 200 kW variant and will include enhanced operating systems and new interior designs.  
- The EX30, now built on Geely's SEA architecture, aims to strengthen Volvo's position in the rapidly growing premium electric vehicle market.

Volvo

Volvo introduces new entry-level variant of the EX30

HSBC

The Hong Kong stock ADR is expected to open 236 points higher this morning, reporting at 26,827 points. The relative stock prices of multiple stocks and the premium situation of Hong Kong stocks over American Depositary Receipts (ADRs) have also been listed, including Cheung Kong, HSBC Holdings, and GEELY AUTO

The Hong Kong stock ADR is expected to open 236 points higher this morning, reporting at 26,827 points

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Lynk & Co Z20 voice command mistakenly turned off headlights, causing a highway collision; official emergency OTA patch issued