Geely Auto (00175.HK) will release its financial results on August 17.
$Geely Auto (00175.HK)$ will release its earnings report on August 17. Investors are advised to stay tuned. How was the company's previous performance? $Geely Auto (00175.HK)$ reported revenue of RMB 83.776 billion and net profit of RMB 4.166 billion for Q1 2026. Niu Niu Reminder: 1. There is no mandatory requirement for fiscal year-end dates for companies listed on the Hong Kong or U.S. stock exchanges; each company determines its own fiscal year. Therefore, any reporting period may serve as the company’s annual report reference date, rather than being confined to the calendar year. 2. Generally, the company will hold an earnings conference on or around the aforementioned earnings release date.
War Is Helping Chinese EVs Upend the Global Car Market -- Heard on the Street -- WSJ
Geely Automobile Holdings Stock Rallies 3.2% in Hong Kong
Geely Auto (00175.HK): Integrates Sales Channels, Exports Reach New High
Geely Auto reported year-over-year and month-over-month sales growth in July. In July, Geely Auto sold a total of 250,200 vehicles, an increase of 5.2% year-over-year and 3.9% month-over-month. From January to July, cumulative sales reached 1,673,100 vehicles, up 1.6% year-over-year.
Cui Dongshu: Chinese domestic automakers demonstrate resilience in overseas markets, with sales up 62% year-on-year in the first half of the year.
Since 2021, the strong resilience of China's automotive industrial chain has been fully demonstrated, with Chinese auto exports experiencing exceptionally robust growth over the past two years. Domestic Chinese automakers have exhibited notably strong sales performance in certain overseas markets.
Cui Dongshu: Global new energy vehicle sales reached 11.22 million units in the first half of this year, with China accounting for 62%.
Global new energy passenger vehicle sales reached 11.22 million units in the first half of this year, an increase of 13% year-on-year.
CITIC Securities: Passenger vehicle exports exceed expectations again; robotics sector poised for a dual boost from mass production and capitalization
August has become a concentrated window for bullish positioning on robots, centered on 'mass production validation plus capitalization.'
China Automobile Dealers Association: Estimated nationwide wholesale sales of new energy passenger vehicles in July reached approximately 1.47 million units, up 23% year-on-year and down 1% month-on-month.
The China Automobile Dealers Association released a flash report on wholesale sales of new energy passenger vehicles by manufacturers for July 2026.
China Passenger Car Association: National passenger vehicle retail sales reached 1.506 million units in July, down 18% year-on-year.
From July 1 to 31, retail sales of passenger vehicles nationwide totaled 1.506 million units, down 18% year-over-year and down 6% compared to the same period last month. Cumulative retail sales for the year to date reached 10.207 million units, a 20% decline year-over-year.
Major Broker: Bank of America Securities' Investment Ratings and Target Prices for Automotive, Auto Parts, and Dealer Stocks (Table)
Bank of America Securities has published a research report listing the investment ratings and target prices for automotive, parts, and dealer stocks as follows: Stock | Investment Rating | Target Price BYD (01211.HK) | Buy | HK$119 → HK$123 Geely Auto (00175.HK) | Buy | HK$29.3 → HK$27.3 Chery Automobile (09973.HK) | Buy | HK$38 → HK$34 XPeng Motors (XPEV.US) | Buy | US$25 → US$19 XPeng Motors (09868
BofA Securities: Rising Costs Squeeze Profit Margins in China's Auto Sector; Downgrades Target Prices for Multiple Automakers
Bank of America Securities issued a research report, noting that rising raw material costs are expected to exert pressure on profit margins in China’s auto sector. The report highlighted generally weak domestic sales in the first half of the year, with robust export growth emerging as a key bright spot for companies’ interim performance. Based on adjustments to volume forecasts, changes in earnings outlook, and rolling valuation benchmarks, the firm significantly revised target prices for multiple automakers, parts suppliers, and dealerships. Notably, the rating for Seres (09927.HK) was downgraded from 'Buy' to 'Underperform,' and its target price was slashed from HK$100 to HK$46, reflecting intensifying competition for the M8/M9 models, which has weighed on both sales volumes and gross margins, as well as first-half earnings that fell short of expectations.
CICC International: July Sales of Leading Domestic Automakers Continue to Grow, with Divergent Performance Among New-Energy Vehicle Startups
China Merchants Securities International released a report noting that in July, sales of leading domestic automakers continued to grow, while emerging EV brands showed divergent performance, with Leapmotor (09863.HK) surpassing 100,000 units in monthly deliveries for the first time. Exports remain the clearest source of structural growth, with Chery (09973.HK), BYD (01211.HK), Geely (00175.HK), and Great Wall Motor (02333.HK) leading in overseas sales share. Among the domestic leaders, BYD, Geely, Chery, and Great Wall Motor reported July deliveries of 419,000, 250,000, 262,000, and 108,000 units, respectively, representing year-over-year increases of 22%, 5%, 24%, and 4%.
China-Made Passenger EV Sales Rise 23% in July, CPCA Says
CPCA Sees China's July NEV Wholesale up 23% as Fuel Prices Climb
China Passenger Car Association: Preliminary estimates show that domestic automakers' new energy passenger vehicle wholesale sales reached 1.47 million units in July, up 23% year-on-year.
On August 4, the Passenger Car Association released a flash report on wholesale sales of new energy passenger vehicles by manufacturers for July 2026.
Geely Automobile Holdings Stock Sheds 2.6% in Hong Kong
Major Broker: Bank of America Securities' Investment Ratings and Target Prices for Auto Stocks (Table)
Bank of America Securities published a research report listing the investment ratings and target prices for automotive stocks as follows: Stock | Investment Rating | Target Price (HKD) BYD Company Limited (01211.HK) | Buy | HK$119 → HK$123 Geely Auto (00175.HK) | Buy | HK$29.3 → HK$27.3 Chery Automobile (09973.HK) | Buy | HK$38 → HK$34 XPeng Inc. (09868.HK) | Buy | HK$98 → HK$74 Leapmotor Automotive (09863.HK) | Buy |
BofA Securities: Q2 EV sales growth generally weaker than expected, with overseas expansion emerging as a bright spot
Bank of America Securities published a report reviewing second-quarter results of automakers, auto parts suppliers, and dealerships, and comprehensively revised target prices, primarily reflecting changes in volume assumptions, earnings outlook, and an extension of valuation horizons into the second half of this year and the first half of next year. Regarding automakers, due to weak domestic demand, the firm downgraded BYD (01211.HK), Geely (00175.HK), Nio (09866.HK), Li Auto (02015.HK), XPeng (09868.HK), SAIC Motor (600104.SH), BAIC Motor (01958.HK), and GAC Group (002
Hong Kong Stock Market Movement | July EV Delivery Figures Released; Auto Stocks Decline Again, with Multiple Stocks Falling for Three Consecutive Days
GL News, August 4 | Hong Kong-listed auto stocks continued their downward trend, with Seres falling 6%, XPeng Group and Voyah Auto down 4.3%, Li Auto dropping 4%, Chery Automobile declining 3.6%, Geely Auto and GAC Group falling nearly 3%, Great Wall Motor and Leapmotor down 2.5%, and BAIC Motor, Nio, and BYD Co., Ltd. all sliding more than 1%. Additionally, Seres, Li Auto, Geely Auto, and several other stocks recorded their third consecutive day of declines. On the news front, July’s new energy vehicle (NEV) delivery data revealed a pattern of ‘the strong getting stronger’ alongside widening divergence, with some automakers experiencing slowing growth and double-digit month-over-month and year-over-year declines. This, combined with profit warnings, triggered a broad sell-off across the sector.
Geely Auto (0175.HK) July 2026 Sales Commentary: July 2026 sales increased by 5% year-over-year.
Report Summary: The company’s premium vehicles and exports are projected to grow significantly in 2026, substantially enhancing its profitability. We maintain an optimistic outlook on the company's operating performance for 2026. Investment Highlights: Investment Recommendation. We believe 'Smart Geely 202