Geely $175 (+0,95%) is one of China's largest private car manufacturers, founded in 1986 and listed on the Hong Kong stock exchange. The company produces passenger cars, electric vehicles and is increasingly developing software and mobility solutions.
Well-known brands & holdings:
- Geely Auto (own brand)
- Volvo Cars (100% via Geely Holding, partly listed in Sweden)
- Polestar (e-car brand, shareholding via Volvo)
- Zeekr (premium electric)
- Lotus, Smart (joint venture with Mercedes)
- Stake in Aston Martin (~17%)
Future focus:
- Electromobility & hybrid vehicles
- Software-defined vehicles & autonomous systems (cooperation with Baidu, Nvidia)
- Expansion in Europe via Volvo/Polestar/Zeekr
Finances (as of 2024/25):
- Turnover: >20 billion USD
- Net margin: Fluctuating, partly under pressure from competition & margins in e-mobility
- Valuation: Cheaper than western carmakers, P/E ratio mostly in single digits
Opportunities:
- Strong market position in China & growing global portfolio
- E-mobility & software trend could help Geely to reposition itself
- Investments in premium and technology companies = strategic advantage
Risks:
- High competitive pressure in China (BYD, Tesla, local brands)
- Political risks (regulation, export barriers)
- Complex holding structure (many investments across different levels)
Conclusion:
Geely is an exciting China play in the auto sector, well-connected with Western brands and strongly positioned in EVs. Anyone who believes in the rise of Chinese technology and mobility solutions should keep an eye on Geely.
