Geely Auto, the major BYD challenger, eyes 3.45 million sales in 2026 following historic growth
Geely Auto announced its sales performance for 2025, reporting annual sales of 3.0246 million units. This represents a 39% year-on-year increase.
The impressive growth was largely propelled by its new energy vehicle (NEV) segment, which saw sales skyrocket by 90% year-on-year to 1.6878 million units. This also exceeded its NEV sales target and set a new record.
Breaking down the performance by brand:
- Geely Brand contributed 2.4499 million units to the total sales.
- The Geely China Star series achieved annual sales of 1.2141 million units, marking a 3% increase year-on-year and successfully exceeding its “Million China Star” goal.
- Geely Galaxy was a standout performer, recording 1.2358 million units in annual sales, a 150% year-on-year growth. Geely Galaxy notably reached the million-unit annual sales milestone in 29 months, making it the fastest new energy vehicle brand to achieve this feat.
- Lynk & Co brand reported 350,500 units sold, a 23% increase from the previous year. Its NEV family contributed 227,800 units to this total, growing by 36% year-on-year.
- The pure electric premium brand Zeekr sold 224,100 units in 2025. Zeekr concluded the year on a high note, delivering 30,300 units in December alone, marking a new monthly delivery record for the brand.
Geely Auto’s global footprint also expanded, with overseas exports reaching 420,100 units in 2025, meeting its annual export sales target.
Looking ahead to 2026, Geely Auto has set an ambitious sales target of 3.45 million units, aiming for a 14% increase over its 2025 total sales. The Geely Brand is projected to sell 2.75 million units, Lynk & Co 400,000 units, and Zeekr 300,000 units. The company’s commitment to electrification remains strong, with a 2026 NEV sales target of 2.22 million units, representing a substantial 32% growth compared to its 2025 NEV sales.
Editor’s comment
Geely is emerging as BYD‘s most formidable rival. Its Geely Geome Xingyuan model became China’s top-selling pure electric vehicle in 2025. By mid-2025, Geely proactively raised its full-year sales target from 2.71 million to 3 million vehicles, while BYD, conversely, reduced its annual sales target from 5.5 million to 4.6 million vehicles. As one of China’s two largest private automotive enterprises, Geely is steadily closing the gap with BYD.
