Geely Automobile Holdings Limited · HKEX:175
Geely Automobile — H1 2026 Earnings Presentation
28 slides from Geely Automobile's earnings presentation, Aug 17, 2026
Slide 1: 2026 Interim Results
2026 INTERIM RESULTS GEELY AUTOMOBILE HOLDINGS LIMITED (Incorporated in the Cayman Islands with limited liability ) Stock Codes: 175 (HKD Counter) and 80175 (RMB Counter) 2026/08/17
Slide 2: Important Notice
IMPORTANT NOTICE The information contained herein is meant for presentation purposes only and may not be used and relied upon by any other party. It is not to be taken in substitution for the exercise of judgement. You shall be solely responsible for making your own independent investigation of the
Slide 3: Record Highs Achieved Across Volume, Revenue & Profitability
Record Highs Achieved Across Volume, Revenue & Profitability High-Quality Development Delivering Remarkable Results Total Sales Volume Total Export Volume Total Revenue Core Profit Attributable to in 2026 H1 in 2026 H1 in 2026 H1 rms) Owners of the Parent in 2026 H1* (rms) LA7 y fe Wf Gee fe 0 £2 1
Slide 4: Total Sales Volume Grew Amid Market Share Gains
Total Sales Volume Grew Amid M Steady Market Share Gain Across NEV and ICEV Segments ICEV** & HEV** Market Share* NEV** Market Share* Total Market Share* +10% +4% +7% “1 =| aul, 10.71% 11.52% 11.15% 11.10% 9.78% = 10.41%
Slide 5: Export Volume Leading the Industry in Growth
Export Volume More Thar , Leading the Industry in Growth NEV Driving Growth as Global Expansion Accelerates Export Volume (thousan: d units) NEV Export Volume (thousand units) +158% +585% 474 277
Slide 6: Premiumization Strategy Delivered Strong Results
Premiumization Strategy Delivered Strong Results Continued E in ZEEKR’s Volume and Revenue Contribution ZEEKR Sales Volume (thousand units) ZEEKR Revenue (billion RMB) +97% +103% | | ne 55.00 41.33 133 = 27.14 9
Slide 7: Premiumization and Globalization Strategies Yielded Notable Gains
Premiumization and Globalization Strategies Yielded Notable Gains Total Revenue and ASP Reached Rec Total Revenve (billion RMB) Average Selling Price* (thousand RMB) Sales of Vehicles @ Non-vehicles Sales + 9 15% +16 %
Slide 8: Marked Improvement in Gross Profit Margin
Marked Improvement in Gross Profit Margin Sustained G in Total Gross Profit Gross Profit Margin Total Gross Profit (bition rms) +10% +26% i =| 17.9% 31.2 16.4% 24.8 al 24.8
Slide 9: Selling Expense Ratio Remained Stable Amid Rapid Overseas Expansion
Selling Expense Ratio Remained Stable Amid Rapid Overseas Expansion; TOne Geely Strategy Yielding Ongoing Imprc in Administrative Efficiency Distribution & Selling Expense Ratio Administrative Expense Ratio +1% -12% : | 5.7% 7 ) 1.9% 5.6% ; Pr] 17%
Slide 10: One Geely Strategy Continuously Drives Brand Integration
TOne Geely; Strategy Continuously Drives Brand Integration DEeNHMHe Optimizing to Solidify Technology Leadership Total R&D Expenditure* (million RMB) R&D Expenditure Ratio** +8% -5% aes i 8,352 = 5.2% ee
Slide 11: Steady Advancement of Premiumization & Globalization Strategies
Steady Advancement of Premiumization & Globalization Strategies Optimized Product Mix Elevating Profitability to New Hei Core Profit Attributable to Core Profit Margin Attributable Core Profit Attributable Owners of the Parent (billion RMB) to Owners of the Parent* to Owners of the Parent per Vehicl
Slide 12: Substantial Growth in Core Profit
Substantial G in Core Profit Fueled by Synergies from Brand Elevation & Global Expansion 2026 HI Core Profit Attributable to Owners of Parent (million RMB) +46% 4,375 9,256 uD
Slide 13: Ample Funding Reserve and Stable Cash Flows
Ample Funding Reserve and Stable Cash Flows 2026 H1 Cash Flows (million RMB) 9, -9% +2% 19,924 -7,876 BR CPD cea eas ji padi : 65,425 | 4,791 59,362 Po] 1955 “> am
Slide 14: ZEEKR
ZEEKR Sustained Momentum in ZEEKR Elevation Driven by Accele Premiumization Strategy Mid-to-Large PHEV SUV * "Selling RMB 500k+ Passenger Vehicle Selling RMB 400k+ BEV MPV ja from May-June2026 - ‘Across All Types & Brands in China = _—__ Across All Brands in China mentioned sales volume represents d
Slide 15: Lynk & Co
LVNKa&CoO Lynk & Co Steadily Advancing Renewal, Reaching R NEV Sales Volume 1/./. Os le’ KU K Unit Sales Volume in 2026 H1 NEV Sales Volume in 202 Lynk & Co ee Lynk & Co 10 EM-P No. Firm orders secured in 27 minutes after launch Selling B-segment PHEV Premium Sedan Across All Brands “The aforementio
Slide 16: Galaxy Product Portfolio Expansion Strengthens Leadership Across Segments
Galaxy Product Portfolio Expansion Strengipe Leaderebip Across Market Segments “ik Xingyuan No.l Xingyao 8 Nol Selling Passenger Vehicle Selling B-segment PHEV Sedan Across All Types & Brands in China ‘Across All Brands in China “As of end of June 2026 **The aforementioned sales volume represents to
Slide 17: Geely China Star
Geely China Star | *China Market share refers to the ratio of passenger \ **The aforementioned sales volume represents total wholesal a Products are ranked based on insurance registration volume in 2026 HI
Slide 18: Driving ESG Development via Technology
Driving ESG Development via Technology Advancing Energy Diversification & Intelligent Innovation for Low-Carbon & Safe Mobility i-HEV Intelligent | 16-in-1 Intelligent E-[ G-ASD 48.41% 2.22L | 93.8% 8.2kWh | Industry-First China's First Highest Thermal Efficiency Guinness World Records™ Highest Comp
Slide 19: 2026 H2 Outlook
2026 H2 Outlook
Slide 20: Lynk & Co Refreshing Product Lineup & Technology
2026 H2 Outlook LVNK&CO Lynk & Co Refreshing Product Lineup & Technology
Slide 21: Geely Galaxy Expanding Segments & Strengthening Core
Slide 22: A Flagship SUV Preface L Plus
rl '" ’ A Flagship SUV Preface L Plus
Slide 23: Broadening Global Footprint Across Key Markets
2026 H2 Outlook Broadening Global Footprint Across 5 Key Markets Raising Export Target from 640K to 920K, Pursuing the 1 Million Milestone {SLO A, 3 ; isin ie aaeee debeesertcas ° Boia ois bU . je WRT INE L GEELY JIsu Lndstes su FORTU
Slide 24: Full-Domain AI Accelerating Technology Iteration
2026 H2 Outlook Full-Domain Al Accelerating Technology Iteration Delivering a Seamlessly Integrated Safe and Intelligent Driving Experience es HON AUN A river Assistance i * G-ASDis Set for Ongoing Upgrades in * G-ASD H7 to be Featured in More Lynk&Co ar al » Accelerating Robotaxi Toward Scaled Comm
Slide 25: Full-Domain AI as Core Engine
i-HEV Intelligent Hybri Quantum-Class Al Electrical & Electr Al Digital Ch | 2026 H2 Outlook Full-Domain Al as Core Engine Achieving Industry Leading Intelligent Experiences Chips Space-Ground Int
Slide 26: Geely Automobile Holdings 2026 Interim Results Conference
GEELY = ALS BEA IMS LEADING Al MOMS Esl) any, aA SARA BRA) 2026 RAM ee th se eely Automobile Beads Limited 2026 Interim Results Conference
Slide 27: 2026 Interim Results
GEELY 2026 Interim Results For the period ended 30 June 2026 2025 Sales volume (units) 1,422,958 1,409,180 Revenue (million RMB) 173,600 151,390 Gross profit margin! 17.9% 16.4% Earnings before interest and taxes (“EBIT”) (million RMB)2 10,429 7,580 Profit after tax (million RMB) 9,161 9,418 Profit
Slide 28: 2026 Interim Results
GEELY 2026 Interim Results For the period ended 30 June 2026 Sales of vehicles (million RMB) 158,780 Average selling price (RMB) 1,584 Return on equity? 9.6% EBIT ratio? 6.0% 5.7% Distribution & selling expenses as % of revenue 2025 135,598 96,225 10.3% 5.0% 5.6% Changes +17.1% YoY + 16.0% YoY -71%
Geely Automobile Holdings — H1 2026 Earnings Presentation on 6ix