Geely Holding is exploring US production and sales, with premium brands Zeekr and Lynk & Co poised to lead market entry. Geely Holding Group released its full-year sales report for 2025. The data shows that Geely Holding Group sold 4.12 million vehicles in 2025, achieving sales growth for the fifth consecutive year. This also marks the first time the group’s annual sales have exceeded the 4-million-unit mark. Among these, annual sales of new energy vehicles reached 2.29 million units, representing a year-on-year increase of 58%. The penetration rate of new energy vehicles reached 56%. Looking at the group’s brands, Geely Auto served as a major growth engine for the group’s annual sales. In the first half of 2025, Geely Auto’s cumulative sales reached 1.409 million units, a year-on-year increase of 47%. Based on this strong performance, the group revised its full-year sales target upward from 2.71 million to 3.00 million units in mid-year and ultimately achieved annual sales of 3.025 million units, far exceeding expectations. Within this total, new energy vehicle sales were 1.69 million units, a surge of 90% year-on-year. Geely Galaxy In terms of specific brands, Geely Galaxy became the fastest-growing brand, with annual sales reaching 1.2358 million units, a year-on-year increase of 150%. This exceeded its “Million Galaxy” annual target, achieving the million-sales milestone in just 25 months. The premium brand Zeekr also delivered a robust performance, with annual deliveries reaching 224,133 units. Notably, its December monthly deliveries surpassed 30,000 units for the first time. Its flagship SUV, the Zeekr 9X, exceeded 10,000 unit deliveries in December for the first time, with an average transaction price reaching 538,000 RMB. Lynk & Co Other performances include: Geely Auto (referring to the main brand’s core models) sold over 1.21 million units annually, a modest 3% year-on-year growth. Nonetheless, this marks the brand’s third consecutive year with sales exceeding one million units. Lynk & Co brand sold 350,495 units for the full year, a 22.8% year-on-year increase, with its model average transaction price surpassing 200,000 RMB. It is reported that the Geely Auto Board of Directors has set the sales target for 2026 at 3.45 million units, representing approximately 14% growth compared to the actual sales in 2025. Polestar Here are the results from other brands under the group: Volvo Cars: Annual sales of 710,000 units, with new energy vehicle sales of 323,000 units. The new energy vehicle penetration rate reached 46%. Proton: Annual sales of 163,000 units, a year-on-year increase of 6.5%. Polestar: Annual sales exceeded 60,000 units, with growth exceeding 30%. ELETRE (Lotus model): Achieved 30% sales growth in the Chinese market. Overall, technology export, brand premiumization, and global layout have become key drivers for the group’s future development. On January 6, local time, Ash Sutcliffe, Global Communications Head of Geely Holding Group, stated in an interview that Geely is evaluating all international markets with expansion potential. zeekr 009 According to the plan, Geely Holding Group is considering entering the United States for local vehicle production and sales. As premium brands, Zeekr and Lynk & Co are likely to be the first to attempt entering the U.S. market. A clear production timeline has not yet been announced, but an official statement may be released within the next two to three years. If the plan proceeds smoothly, Geely might utilize Volvo’s factory in South Carolina to some extent, circumventing tariff barriers and gradually establishing a foothold in the U.S. market.
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