Geely Auto released its June 2026 sales figures, with total group sales reaching 240,799 vehicles, up 2.02% year-on-year. Overseas exports were particularly impressive, with monthly export sales reaching 102,874 units, surging 157.11% year-on-year and 20.82% month-on-month, breaking the 100,000-unit threshold for the first time and setting a brand record. In contrast, domestic market sales were 137,925 units, down 29.64% year-on-year. Geely's sales structure clearly reflects the typical "stable domestic, aggressive overseas" pattern of Chinese automakers, with global layout entering an accelerated harvest phase.
June Deliveries: 240,000 Units Sets New Record
Geely Auto delivered 240,000 vehicles in June 2026, up 22% YoY, setting a new monthly record. Key breakdowns:
- NEV (BEV, PHEV, EREV): 132,000 units, up 85% YoY
- Overseas exports: 105,000 units, first time exceeding 100,000, up 58% YoY
Brand Matrix Performance
| Brand | June Sales | YoY | Key Highlights |
|---|---|---|---|
| Geely | 142,000 | +18% | Galaxy series continues scaling |
| Lynk & Co | 28,000 | +35% | Breakthrough in European markets |
| Zeekr | 25,000 | +65% | Premium BEV firmly established |
| Livan | 18,000 | +40% | Battery swap model showing results |
| Proton | 27,000 | +12% | Southeast Asia base stable |
Exports Break 100K: Milestone Significance
Geely's June exports of 105,000 units marked the first time monthly exports exceeded 100,000. This signals Geely's globalization strategy entering a new phase:
- Europe: Lynk & Co established in Netherlands, Sweden; Zeekr entered Germany, Norway
- Middle East: Saudi Arabia, UAE orders growing rapidly
- Southeast Asia: Malaysia Proton plant capacity utilization over 90%
- Central Asia: Continuous supply through Kazakhstan, Uzbekistan channels
Export Structure Optimization
| Region | June Export Share | Key Models | Growth Driver |
|---|---|---|---|
| Europe | 28% | Lynk & Co 01, Zeekr 001 | Brand awareness building |
| Middle East | 22% | Xingyue L, Boyue L | Channel expansion |
| Southeast Asia | 25% | Proton X70, Bin Yue | Local production |
| Central Asia | 15% | Emgrand, Xingrui | Value advantage |
| Others | 10% | Multi-brand portfolio | Emerging market development |
NEV Transformation Accelerating
Geely's June NEV sales share reached 55%, crossing the halfway mark for the first time:
- BEV: 78,000 units, led by Galaxy E8, Zeekr 001
- PHEV: 42,000 units, Galaxy L6/L7 continued strong sales
- EREV: 12,000 units, Lynk & Co 08 EM-P
Technology Moat
Geely's NEV technology layout:
- Aegis Battery: Self-developed LFP system, passing new national safety standards
- Thor Hybrid: 44.26% thermal efficiency, 4.3L/100km depleted fuel consumption
- SEA Architecture: Shared by Zeekr, Volvo, smart, amortizing R&D costs
Implications for Central Asian Buyers
For Central Asian and Russian dealers:
- Supply stability improving: Monthly 100K+ export scale means ample capacity, more controllable delivery cycles
- Rich NEV choices: Geely's NEV lineup covers 100,000 to 400,000 yuan
- After-sales network expected: Parts supply and service centers will expand with export scale
- Price competitiveness maintained: Scale effects + vertical integration support cost advantages
EX1000.COM recommends focusing on Geely Galaxy series and Lynk & Co export models. These products have established good reputations in Central Asian markets, and with NEV share exceeding 50%, more competitive operating solutions are available.
