Compiled by Zhineng Auto and Zhineng Technology

In September, Geely Auto insured 183,469 vehicles under compulsory traffic insurance (roughly 183,000). Geely Auto Holdings (00175.HK) reported wholesale sales of 292,168 units (approximately 292,000), meaning the holding company delivered 108,699 more units than were insured (around 109,000).

During the same month, Geely Auto exported 106,685 units overseas (approximately 107,000), marking a year-on-year increase of roughly +162% and surpassing 100,000 units for the fourth consecutive month. After accounting for exports, the sales figures differed by only about 2,014 units.

Regarding brand composition:

The Galaxy brand led the way with 85,251 insured vehicles (accounting for 46.5% of the total), with the Xingyuan model alone contributing over half of that figure, at 44,146 units (around 44,000) in a single month.

Geely Auto's GEELY brand followed with 55,739 units (30.4%), with the Xingyue L and BinYue models serving as the dual pillars, selling 13,663 and 13,271 units respectively.

Zeekr recorded 24,861 units (13.5%), with the 9X, 7X, 007GT, and 8X models all performing well, contributing 5,987, 5,318, 4,882, and 4,326 units respectively.

Lynk & Co accounted for 16,864 units (9.2%), with the Lynk & Co 10 leading the way at 4,214 insured units and the 07GT following closely with 3,969 units.

Caocao recorded 628 units, while Geometry had a comparatively modest 126 units.

As a new model launched at the end of August, the Geely Galaxy TT achieved full insurance coverage for 6,820 vehicles in its debut month in September, making it the second-highest-selling model in the Galaxy series for that month, after Xingyuan.

In summary, Geely Auto insured 183,000 vehicles in September, with the Galaxy Xingyuan model contributing 44,000 units on its own.

Notes

Data Scope: Insured vehicles refer to the monthly total of compulsory traffic insurance (sum of model-level totals).

Wholesale figures are derived from BYD's production and sales report for new energy vehicles (including exports).

Retail figures are based on DCD Auto's September new energy rankings. The difference between retail and insured figures indicates higher retail sales when positive.

The 180,700 exported units are sourced from the production and sales report.