Geely - Dolphin Research

Geely

Dolphin ResearchApr 29 at 10:03 AM

Geely Auto (1Q26 Trans): FY export target raised to 750k units

Q2 GPM is expected to be stable to slightly higher vs. Q1. Product mix should further improve.

GEELY AUTO

HK00175

GeelyConference Minutes

Dolphin ResearchApr 29 at 09:56 AM

Geely: Per-car net profit on par with BYD; big comeback?

$GEELY AUTO(00175.HK) released its Q1 2026 results at midday in the Hong Kong session on Apr 29, 2026 (Beijing time). While headline revenue and net profit attributable to shareholders missed, core GPM and per-vehicle OP moved higher against the trend, underscoring strong operating resilience:

1. Total revenue slightly missed, but per-vehicle ASP remained solid. Quarterly revenue was RMB 83.8bn (+15% YoY), below market est. of RMB 92.3bn.

The key investor concern has been a potential QoQ decline in ASP this quarter...

BYD COMPANY

HK01211

GeelyFinancial Analysis

Dolphin ResearchMar 18 at 06:55 AM

Geely Auto (4Q25 Trans): 2026 sales target of 3.45 mn units; aiming to be No.1 in China

On exports, the announced target is 640k units. Internally, the stretch goal is 750k.

BYD COMPANY

HK01211

GeelyConference Minutes

Dolphin ResearchMar 18 at 06:42 AM

Geely Closing In: Is BYD's Crown Secure?---

SG&A and R&D spend rose sharply. This severely eroded OP for the period.

BYD COMPANY

HK01211

GeelyFinancial Analysis

Dolphin ResearchNov 19, 2025 at 08:40 PM

Geely: Can it successfully break through by 'directly challenging' BYD?

The pace of new energy transition continues to accelerate

BYD COMPANY

HK01211

GeelyFinancial Analysis

Dolphin ResearchAug 14, 2025 at 07:13 AM

Geely: 'Confronting' BYD, Can It Shake the King's Position?

The easing of BYD's price war has provided Geely with a competitive window.

GEELY AUTO

HK00175

GeelyFinancial Analysis

Dolphin ResearchJun 12, 2025 at 06:45 AM

Chinese Automakers Pledge 60-Day Payment Terms: A Make-or-Break Test for Cash Flow?

Regarding the next Evergrande issue in the automotive sector, Dolphin Research provides a detailed analysis of the accounts payable issues in the automotive supply chain through the article "BYD: Will...