It hasn’t been the best of years for electric vehicle sales in China. But it has been the best year by far for Chinese EV sales abroad. It looks like Geely is following that trend. The Chinese automaker, one of the largest in the world, had modest sales growth in August, but significant BEV sales growth, and enormous export growth. The Geely brand was up 5% year over year in August, its Lynk & Co arm was down a whopping 37%, and its Zeekr arm was up 110%. The net result from the drastically different results of the two EV brands was an increase of more than 9,000 sales. Overall, Geely’s BEV sales rose from 93,362 units in August 2025 to 120,590 units in August 2026, a 29% increase. (Plugin hybrid sales increase modestly, by 2%, from 53,985 units to 55,287 units.) But here’s the whammy: the company’s exports grew 205%, from 36,077 in August 2025 to 110,094 in August 2026. This is the big global trend at the moment — Chinese automakers shipping a lot more cars (largely EVs) to other countries. Oh, by the way, Geely’s overall sales grew by 8% year over year, from 250,167 in August 2025 to 270,194 in August 2026. Yes, if exports grew by about 74,000 units and overall sales grew by about 20,000 units, that means the company’s sales in its home market of China were down by about 54,000 units. Here’s a table from Geely with more data: (Oh, by the way, I was planning to cover BYD’s export data and trends this week, but the company has decided not to publish that data this month for some reason. I need to look into it more….)
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