UBGEELY@EP2610B

Geely Auto Repurchased Shares and Issued New Shares

Geely Shows Focus on Software-Defined Cars at Auto Show

Geely Auto Repurchased 171,000 Shares

Automakers Roll Out Intelligent Vehicle Solutions

Geely Aims to Acquire Ford's Valencia Plant Body Shop

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

During the ASEAN Summit, Li Qiang and Anwar Jointly Inspect Proton's New Models

RONGZUN INT’L H

ASIA PIONEER

160 HEALTH

VC HOLDINGS

CENTRALCHINA MT

ASTRUM

HENGDELI

HAITIAN ANTENNA

CN CULTURE GP

TOMO HOLDINGS

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Yesterday's closing, JOYSON ELECTRONICS stock price slightly rose by 0.17%, with a trading volume of approximately HKD 80.78 million. The intraday fluctuations were limited, showing a narrow consolidation trend. MACD daily bullish signals have initially emerged, and the short-term moving averages are flattening with a slight upward tilt. Although a clear trend breakout has not yet formed, the bearish forces in the market have significantly weakened, and the bulls are in the early stages of brewing strength. The trading volume is relatively low, indicating that funds are still waiting for a clear direction. On the news front, the automotive parts sector has recently been boosted by expectations of the commercialization of intelligent driving and autonomous driving. In the same sector, Hesai-W surged by 6.05% yesterday, BYD rose by 1.82%, and Geely Auto increased by 0.62%, indicating a rebound in the automotive industry chain's heat. JOYSON ELECTRONICS focuses on automotive safety and intelligent cockpit fields, benefiting from the continuous increase in the penetration rate of new energy vehicles, which brings demand for parts upgrades. Morgan Stanley pointed out that the potential of CATL's sodium batteries is underestimated by the market, and the overall attention to the new energy vehicle industry chain is rising, indirectly benefiting upstream parts suppliers. From a technical perspective, the current stock price is operating in a narrow range within a densely packed area of short-term moving averages, with pressure above and support below, and the direction selection window is approaching. If the strong performance of Hesai can be sustained, it may improve the overall sentiment of the automotive parts sector. Attention should be paid to whether today's trading volume can rebound to above HKD 100 million. The short-term trend is considered neutral, and the technical signals are still in their infancy, requiring volume confirmation. If the sector continues to strengthen and trading volume effectively expands, the consolidation pattern is expected to break upward; conversely, a decrease in volume may lead to continued sideways movement

- Juntech Electronics saw a slight increase of 0.17% in its stock price, with a trading volume of around 80.78 million HKD, indicating a narrow consolidation phase.  
- The automotive parts sector is buoyed by expectations for the commercialization of smart and autonomous driving, with notable rises in related stocks such as Hesai-W and BYD.  
- While technical signals suggest a potential upward breakout could occur if trading volume exceeds 100 million HKD, investors are advised to make independent decisions due to market uncertainties.

Technical Forecast

JOYSON ELECTRONICS

JOYSON ELEC

HESAI-W

CATL

Geely Auto

Hesai

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

GEELY AUTO

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

HFT CSI Auto Components Thematic ETF

E Fund CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Fidelity Electric Vehicles and Future Transportation ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD COMPANY

Morgan Stanley

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

GEELY AUTO-R

CATL HK SDR 30to1

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Pre-market trend | JOYSON ELECTRONICS (0699.HK) stabilizes with reduced volume on 5/7, is the automotive parts sector waiting for a catalyst?

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Canada's electric vehicle (EV) market is poised for significant changes as several Chinese automakers, including BYD, Chery, Geely, XPeng, and Nio, prepare to enter the market following reduced tariffs on Chinese-made EVs. BYD is expected to launch affordable models like the Seagull, while Chery focuses on SUVs. Geely is advancing its Canadian presence through its ownership of Volvo and Polestar. XPeng targets tech-savvy buyers with advanced software, and Nio plans to introduce battery swapping technology. This influx of Chinese EVs promises more options and competition for Canadian consumers.

- Canada's electric vehicle (EV) market is expected to transform as several Chinese automakers, including BYD and Chery, prepare to enter following reduced tariffs on Chinese-made EVs.  
- This influx could provide Canadian consumers with more affordable options and advanced technology, with models like the BYD Seagull projected to be the cheapest EV starting around C$22,000.  
- The competition will enhance the market, but concerns about dealer networks and service support remain, as Canadian buyers anticipate significantly more choices.

Drive Tesla Canada

CHERY AUTO

Polestar Automotive UK

Lotus Tech

ZEEKR Intelligent Tech

XPeng

XPENG-W

NIO Inc

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NIO Inc. USD OV

Polestar Automotive UK PLC - CW 27

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

Which Chinese EVs Could Soon Be Sold in Canada?

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At Auto China 2026, Geely showcased its focus on software-defined vehicles, emphasizing a transition to AI-defined vehicle architecture. The company unveiled the "Galaxy Light" 2nd Generation Concept and a new energy off-road architecture designed for electrification. The concept features a layered interior design and a unique aesthetic, while the off-road platform boasts a three-motor configuration with over 1,000 horsepower and real-time torque distribution. Geely aims to prove that electrified off-road vehicles can excel in capability and usability without compromise.

- Auto China 2026 showcased various brands that highlighted advancements in electric vehicles and AI integration, with significant displays from Chery, BYD, NIO, and AITO.  
- Geely emphasized a strategic shift towards AI-defined vehicle architecture, unveiling its new Galaxy Light concept and a dedicated off-road new energy architecture, highlighting innovations in design, suspension systems, and hybrid technology.  
- The company's i-HEV intelligent hybrid system, boasting high thermal efficiency and extensive testing, underpins Geely’s medium-term strategy, which aligns with its sales growth and market positioning as a leading Chinese automotive brand.

cleantechnica

SmartETFs Smart Transportation & Tech ETF

First Trust S-Network Future Vehicles & Tech ETF

Max Auto Industry 3X Leveraged ETN

Huawei

At Auto China, Geely Leans Heavily On The Software Defined Vehicle

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China's wholesale sales of new energy vehicles (NEVs) in April are projected to rise 7% year-on-year and month-on-month, reaching approximately 1.22 million units, according to the China Passenger Car Association (CPCA). BYD leads the market with 314,100 units sold, followed by Geely and Chery. High oil prices and the recent Beijing Auto Show have driven consumer interest in NEVs, contributing to a rebound in sales as the industry emerges from its slow season. The CPCA also emphasizes the need for budget EV standards to stimulate demand in underdeveloped regions.

- China's wholesale sales of new energy vehicles (NEVs) reached approximately 1.22 million units in April 2026, marking a 7% increase year-on-year and month-on-month.  
- BYD led the market with 314,100 units sold, while other top automakers included Geely and Chery, reflecting the industry's recovery from the seasonal slowdown and improved consumer sentiment.  
- The rise in NEV sales is attributed to high oil prices driving consumer shifts away from internal combustion engines and the excitement generated by the Beijing Auto Show.

CnEVPost

Global X Autonomous & Electric V

Tesla

LEAPMOTOR

CHANGAN AUTOMOBILE

WULING MOTORS

DONGFENG GROUP

DFAC

LI AUTO-W

Li Auto

SERES

XIAOMI-W

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

China's April passenger NEV wholesale seen rising 7% to 1.22 million units

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Geely Automobile Holdings is reportedly set to acquire Ford's Body 3 assembly shop in Valencia, Spain, to manufacture vehicles independently. The deal aims to produce a new energy vehicle model and another for Ford. While Ford has not confirmed the agreement, analysts suggest it could help both companies optimize production and reduce import tariffs. The move aligns with a trend of Chinese automakers establishing overseas production to navigate high tariffs on EV exports to the EU. This acquisition could expedite Geely's international expansion compared to building new factories from scratch.

- Geely Automobile Holdings has reportedly reached an agreement with Ford to acquire the Body 3 assembly shop at the Almussafes plant in Valencia, aiming to manufacture new energy vehicle models.  
- This acquisition could help Geely avoid high import tariffs and improve the capacity utilization rate of Ford's factory, which saw a significant drop in production last year.  
- The growing trend among Chinese automakers to acquire overseas production facilities is driven by high tariffs and aims to enhance their competitive positioning in the global automotive market.

Yicai

Ford Motor

Ping An CSI New Energy Vehicles Industry ETF

GWMOTOR

Great Wall Motor

GWMOTOR-R

General Motors

Nissan Motor Co., Ltd.

Nissan Motor

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

Geely to Take Over Ford's Idle Workshop in Valencia, Spain, Report Says

Geely Auto has agreed to acquire Ford's Body 3 assembly line at the Almussafes plant in Valencia, Spain, to enhance its European electric vehicle production. The facility will produce a new energy vehicle based on the GEA architecture, likely a localized version of the Geely Xingyuan, offering hybrid, plug-in hybrid, and fully electric options. This move aims to leverage Ford's infrastructure and potentially allow for a collaborative model between the two companies, as they explore sharing technology and manufacturing costs amid a shift in the automotive landscape.

- Geely Auto has reached an agreement to acquire the Body 3 assembly line at Ford's Almussafes plant in Spain to establish independent vehicle manufacturing in Europe.  
- Geely intends to use this facility to produce a new energy vehicle (NEV) model based on the GEA platform, likely a European version of the Geely Xingyuan, offering hybrid, plug-in hybrid, and fully electric options.  
- This move may also enable a partnership with Ford for a co-developed model, potentially restoring the plant’s capacity to pre-COVID-19 levels, countering the trend of legacy automakers reducing combustion-engine production.

Geely to acquire Ford Spain facility for European EV expansion, report says

JPMorgan has increased its forecast for Chinese automakers' market share in Western Europe to 20% by 2028, citing structural growth in auto exports. The bank anticipates that overseas markets will contribute 30% to 60% of revenue for certain Chinese automakers by 2026. BYD COMPANY, GEELY AUTO, and LEAPMOTOR are highlighted as well-positioned to benefit from this trend, with expected overseas revenue contributions of 50%, 40%, and over 10%, respectively. JPMorgan maintains a cautious stance on state-owned automakers while favoring new energy vehicle makers with rising overseas revenue.

- JPMorgan has increased its forecast for Chinese OEMs' market share in Western Europe to 20% by 2028, up from 10%-15% previously.  
- The bank anticipates Chinese passenger vehicle sales in Western Europe will reach around 2.5 million units by 2028, driven by new energy vehicle adoption and enhanced production capacities.  
- It favors investments in companies like BYD, GEELY, and LEAPMOTOR, while remaining cautious about others such as SAIC MOTOR and GAC GROUP, reflecting strategic shifts in the market.

AASTOCKS News

Stellantis NV

SAIC Motor

GAC GROUP

GAC Group

Brilliance China

JPM: BYD COMPANY , GEELY AUTO  and LEAPMOTOR to Benefit from Rising Overseas Revenue Contribution

PSNY

PSNYW

TSLA

Three major Chinese automakers—BYD, Chery, and Geely—are preparing to enter the Canadian market by hiring staff and scouting locations, following a significant tariff reduction on Chinese-built EVs from 100% to 6.1%. Although they have not yet begun sales, Tesla and Polestar are currently benefiting from the new quota system. Canada’s trade deal allows for 49,000 Chinese EVs annually at the reduced tariff, with import permits available on a first-come, first-served basis, set to increase to 70,000 by 2030.

- Three major Chinese automakers, BYD, Chery, and Geely, are preparing to enter the Canadian market after the tariff on Chinese-built EVs was reduced from 100% to 6.1%.  
- The new trade deal established a quota allowing up to 49,000 EVs from China annually, benefiting established brands like Tesla and Polestar more than newcomers.  
- The first 24,500 import permits were issued on March 1, with plans to increase the annual quota to 70,000 units by 2030.

Electrek

Chinese automakers race to enter Canada, here are the EVs likely coming

- Chinese automaker Geily has acquired part of a Ford factory in Spain to produce one of its models.  
- This move is part of broader negotiations for shared vehicle technologies and is aimed at establishing production in Europe to avoid tariffs and regulations on imported cars.  
- Additionally, SAIC Motor is exploring production sites in Galicia, with recent efforts by local authorities to attract Chinese investment.

Reuters

Chinese carmaker Geely buys Ford assembly facilities in Spain, local media reports

吉利汽车

Ford is in advanced discussions with Geely to sell part of its Valencia plant in Spain, specifically the Body 3 vehicle assembly lines. The deal may lead to the production of a new electric vehicle, internally codenamed “135,” which is expected to offer hybrid, plug-in hybrid, and all-electric options based on Geely’s GEA platform.

- Ford is in advanced negotiations with Geely to sell part of its Valencia plant in Spain.  
- Geely intends to utilize the site's Body 3 vehicle assembly lines for a new electric vehicle, potentially called the EX2.  
- This vehicle will feature hybrid, plug-in hybrid, and all-electric options using the GEA platform.

Ford is in ‘very advanced’ talks to sell part of EU plant to China’s Geely, but there’s more

UBGEELY@EP2610B(28169.HK)