HUGEELY@EC2612A

Geely Auto repurchased 1.68 million shares for HKD 28.2814 million

Geely Auto Holdings Limited Repurchased 1,595,000 Shares

ZEEKR Recalls Vehicles Due to Battery Issues and Involves Legal Dispute with SVOLT

Geely Auto Holding Repurchased 1.201 Million Shares

Geely Automobile Holdings Limited repurchased 1,408,000 shares

JPMorgan Analyst Reiterates Buy Rating on Geely Auto Holdings

CGS International Maintains Buy Rating on Geely Automobile Holdings with a Target Price of HKD 26.00

Horsepower Dynamics Makes Its Debut at India's Largest B2B Auto Show ACMA

Geely Auto Holding Repurchased 67,431,000 Shares for Approximately HKD 2.3 Billion

BOC International Report: Geely Auto Shows Strong Sales and Optimistic Outlook

Zhejiang Geely Auto Components wholly-owned subsidiary Baoji Shanjiu Battery Co., Ltd. established

Geely EX2 Becomes Best-Selling Compact Electric Hatchback in China in 2025

Geely Automobile Sales 270167 Units in January

Geely Auto's January Sales of Plug-in Hybrid Vehicles Reach 56,240 Units

Shenyang Geely Auto Co., Ltd. Established with Registered Capital of 100 Million RMB

Moody's Upgrades Geely Auto's Rating Outlook to Positive

Geely Auto Spent HKD 37,865,300 to Repurchase 2.29 Million Shares

Shougang, Geely, and Hoster Successfully Trial Zinc-based Hot Stamping Steel Welded Double Door Ring

Geely Launches Geely EX2 in Indonesia

Geely Plans to Complete the First Self-developed Solid-state Battery Production in 2026

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Polestar Automotive, backed by Geely, announced its largest model offensive, introducing four new electric vehicles (EVs) by 2028 to enhance its market position. The models include Polestar 5, 4, 2, and 7, targeting high-demand EV segments. Despite a challenging environment, Polestar achieved record retail sales in 2025, with a 34% growth. The stock surged 13.03% to $19.00 in premarket trading, reflecting positive market sentiment. Analysts maintain a Hold rating with a price target of $102.69, indicating potential for recovery amid mixed momentum signals.

- Polestar Automotive Holding U.K. PLC announced plans to launch four new electric vehicles by 2028, enhancing its product lineup in a competitive EV market.  
- The company achieved record retail sales in 2025, with a 34% growth, and aims for continued expansion and operational improvement.  
- Despite current stock volatility, analysts have set a hold rating with a price target of $102.69, while future financial updates are anticipated on March 15, 2026.

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Polestar Automotive UK PLC - CW 27

GEELY AUTO

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Polestar Automotive UK

Polestar Unleashes Its Biggest EV Blitz Yet

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Polestar is set to launch the second generation of its Polestar 2 electric sedan in early 2027, as part of an ambitious plan to introduce four new models by 2028. The company, which has seen a 34% increase in sales last year, aims to expand its lineup with the Polestar 5 and a new version of the Polestar 4 this year, followed by the new Polestar 2 next year and the Polestar 7 compact SUV in 2028. However, details regarding U.S. availability remain unclear.

- Polestar announced the launch of a new generation of the Polestar 2 electric sedan, set to debut in early 2027.  
- The company plans to introduce four new electric vehicle models by 2028, including the updated Polestar 5 and Polestar 7.  
- Following a successful 2025, Polestar expects continued growth, although availability in the U.S. remains uncertain.

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A New Polestar 2 Is Coming Sooner Than We Thought

Polestar plans to launch refreshed versions of its Polestar 2 and 4 models to boost European sales and conserve cash. The company aims for over 100,000 annual sales, supported by Geely, its majority owner. Despite challenges like tariffs and competition, Polestar expects low double-digit growth in retail volumes by 2026 and plans to expand its retail network by 30%. The Polestar 5 will start deliveries this summer, while the new Polestar 2 will launch in Europe next year. The compact SUV Polestar 7 is expected in 2028.

Reuters

Polestar leans on revamped models to conserve cash and boost European sales

Finansinspektionen:SAID ON TUESDAY CHAIRMAN OF GEELY INTERNATIONAL HONG KONG LIMITED, SHUFU LI, BOUGHT 148,760 B SHARES AT SEK 25 PER SHARE ON 12 FEBRUARYCHAIRMAN OF GEELY INTERNATIONAL HONG KONG LIMITED, SHUFU LI, BOUGHT 471,348 B SHARES AT SEK 24,9509 PER SHARE ON 13 FEBRUARYCHAIRMAN OF GEELY INTERNATIONAL HONG KONG LIMITED, SHUFU LI, BOUGHT 76,781 B SHARES AT SEK 24,9103 PER SHARE ON 16 FEBRUARY Source text: Further company coverage: [VOLCARb.ST]

- On Tuesday, Finansinspektionen reported that Shufu Li, chairman of Geely International Hong Kong Limited, purchased shares on three occasions in February.  
- Li bought 148,760 B shares at SEK 25 per share on February 12, followed by 471,348 B shares at SEK 24.95 on February 13, and 76,781 B shares at SEK 24.91 on February 16.  
- These transactions highlight significant stock acquisitions by the chairman in a short time span.

Geely Chairman Increases Stake In Volvo Car

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Stellantis is reviving diesel models in Europe, introducing at least seven new diesel variants despite a significant decline in diesel sales over the past decade. This move comes after a $27 billion writedown related to its EV plans, as diesel offers a lower-cost alternative for consumers. Meanwhile, Chinese automakers BYD and Geely are vying for a Nissan-Mercedes plant in Mexico, aiming to expand into South America and potentially the U.S. market. Additionally, Germany's far-right AfD party is seeking to gain influence among auto workers through union representation.

- U.S. car prices are increasing, with many consumers opting for basic models due to affordability issues.  
- Stellantis is reviving diesel models in Europe while Chinese automakers BYD and Geely are targeting a Nissan–Mercedes-Benz plant in Mexico for future production.  
- Meanwhile, Germany's far-right AfD party seeks to gain union representation at automakers, and Great Wall Motor plans a European comeback amid increased competition.

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AUTO FILE-Stellantis’ diesel revival, and a Mexican foothold for China’s carmakers

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Geely and BYD are the leading bidders for Nissan and Mercedes' Aguascalientes plant in Mexico, which is being sold as both companies aim to expand EV production. This shift reflects the growing presence of Chinese automakers in the Mexican market, which now holds 20% of new car sales. The plant, previously producing vehicles for Nissan and Mercedes, is expected to focus on affordable EVs, potentially benefiting local supply chains and trade relations with Canada and the US. However, tariffs and protectionist policies may hinder US market entry for these vehicles.

- Nissan and Mercedes are selling their Aguascalientes joint venture factory in Mexico, with BYD and Geely as top bidders, reflecting a shift for legacy automakers.  
- Chinese automakers have gained a significant market share in Mexico, now holding 20%, which could lead to increased local supply chains and affordable EV production to meet both Mexican and Canadian demand.  
- While there are hopeful signs for U.S. market entry following potential tariff changes, protectionist measures may still hinder the introduction of these vehicles in the U.S. market.

cleantechnica

Nissan Motor Co., Ltd.

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Mercedes-Benz Group AG

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Geely & BYD Are Top Bidders For Nissan/Mercedes Aguascalientes Plant, Potentially Expanding Mexican EV Production

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BYD and Geely have made it to the final acquisition list for the Nissan - Mercedes-Benz Mexico factory. Due to the U.S. tariff policy leading to the shutdown and increased layoffs at the Mexico factory, Chinese car manufacturers are actively seeking to establish manufacturing bases in Mexico. Cui Dongshu from the Passenger Car Association stated that Mexico is expected to become China's largest automobile export country by 2025

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BYD and Geely may bid for factories in Mexico. Cui Dongshu from the Passenger Car Association: Mexico will be China's largest automobile export country by 2025

TSLA

In January, BYD maintained its position as China's largest NEV maker with a 15.8% market share, narrowly ahead of Geely at 15.5%. Tesla's sales dropped significantly, falling out of the top 10 NEV makers with only 18,485 units sold, marking a 45.15% year-on-year decline. Geely's sales also decreased by 21.6%. HIMA saw a 65.5% increase in sales, securing third place. Overall, the NEV market is competitive, with BYD, Geely, and HIMA leading the way.

- BYD retained its title as China's largest new energy vehicle (NEV) maker in January 2026, selling 94,176 units and holding a 15.8% market share, despite a 53% year-on-year decline.  
- Geely ranked second with 92,135 sales, narrowing the gap to 0.3 percentage points, while Tesla recorded its lowest sales in China since November 2022 with 18,485 units.  
- The competitive landscape also saw Huawei's HIMA securing third place with a 9.7% market share and a significant 65.5% year-on-year increase in sales.

CnEVPost

Tesla

Automakers' share in China NEV market in Jan: BYD leads with 15.8%, Tesla again falls out of top 10

BYD and Geely, two leading Chinese car manufacturers, are competing to acquire the Mercedes-Benz plant in Aguascalientes, Mexico, which is also operated with Nissan. This follows Mercedes' decision to exit its partnership with Nissan due to strategic shifts. The sale is under scrutiny as Mexican officials face pressure from the U.S. regarding tariffs and the implications of allowing a Chinese company to invest in the region. Despite challenges, Chinese EV manufacturers have captured about 10% of the Mexican market since entering in 2020.

- Mercedes is exiting its business with Nissan, leading to a bid for the plant by Chinese manufacturers BYD and Geely, among others.  
- Nissan cites "broader strategic shifts" for its departure, while Mexican officials face international pressure regarding potential Chinese investments amid U.S. tariffs.  
- Mexican EV market growth reflects Chinese manufacturers capturing 10% share, despite Mexico's own 50% tariff on Chinese goods, and the government is stalling decisions on new Chinese investments pending U.S. trade negotiations.

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BYD & Geely race to bid for car plant in Mexico

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Waymo launching China-made van that won't fail in rain, snow, or gloom of night

- Waymo has introduced its sixth-generation autonomous driving system, aiming to improve performance in adverse weather conditions and utilizing advanced sensor technology.  
- The new system is designed to be compatible with multiple vehicles, starting with the Zeekr Ojai and Hyundai Ioniq 5, but has faced criticism due to its partnership with the Chinese automaker.  
- Concerns have been raised by U.S. lawmakers regarding potential technological ties with China, while Waymo asserts that its system operates independently without connected vehicle technology from Zeekr.

The Register

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Waymo launching China-made van that won't fail in rain, snow, or gloom of night

Wagons are making a comeback in electric form, with Volvo set to produce its last wagon, the V60 Cross Country, in April 2026. Despite a current focus on SUVs and crossovers, Volvo plans to leverage its new SPA3 platform to potentially reintroduce wagons as electric vehicles, alongside other body types like sedans.

- Volvo is set to produce its final wagon, the V60 Cross Country, in April 2026 before potentially introducing it as an electric vehicle.  
- Despite the current preference for SUVs and crossovers in the US market, Volvo's new SPA3 platform allows for the possibility of new body types, including wagons.  
- This shift reflects a broader trend where automakers are adapting their offerings to include a diverse range of vehicle styles.

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Wagons are suddenly hot as EVs, and Volvo wants a piece

BYD and Geely are among the finalists to acquire a Nissan-Mercedes plant in Mexico, as they seek to establish a manufacturing presence amid U.S. tariffs impacting the auto industry. The interest from Chinese automakers marks a significant shift in Mexico's car sector, traditionally dominated by U.S., European, and Japanese firms. While Chinese investment could create jobs, Mexican officials are cautious due to potential tensions with the U.S. The plant's closure is attributed to tariffs and strategic shifts by Nissan and Mercedes.

- BYD, Geely, and VinFast are finalists to purchase a Nissan–Mercedes-Benz plant in Mexico, amidst increasing interest from Chinese automakers due to U.S. tariffs impacting the local auto industry.  
- The potential acquisition highlights a shift in Mexico’s car manufacturing landscape, as Chinese firms seek to expand their market share in Latin America, while U.S. trade policies pose challenges.  
- Despite concerns over escalating tensions with the U.S., Mexican officials are seen navigating this investment opportunity to revive jobs and bolster the economy.

EXCLUSIVE-Seeking Mexico foothold, China's BYD and Geely bid to buy car plant

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Geely: Can it successfully break through by 'directly challenging' BYD?

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BYD: Once the King of Competition, Now Being Outcompeted, Can the King of BYD Successfully Break the Deadlock?

The easing of BYD's price war has provided Geely with a competitive window.

Geely: 'Confronting' BYD, Can It Shake the King's Position?

Today’s Key News Recap

0508 | Dolphin Research focus: 🐬 Macro/Industry 1. US President Trump officially announced that he plans to hold a press conference on Thursday (10 PM Beijing time tonight) to discuss &#34;a major trade agreement reached with representatives of a highly respected major country&#34;. No details have been provided about which country or the specifics of the agreement, but it is most likely the UK. Gold fell slightly on the negative news, but US stock futures rebounded sharply, while Hong Kong and A-shares closed steadily higher today. 2. Foreign media reports suggest that the Trump administration plans to cancel the Biden-era restrictions on AI chips, which were originally scheduled to take effect on May 15...

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Trump warned of possible turmoil tonight? Google got backstabbed by Apple｜Today's important news recap

HUGEELY@EC2612A(21709.HK)

Polestar Unleashes Its Biggest EV Blitz Yet

A New Polestar 2 Is Coming Sooner Than We Thought

Polestar leans on revamped models to conserve cash and boost European sales

Geely Chairman Increases Stake In Volvo Car

AUTO FILE-Stellantis’ diesel revival, and a Mexican foothold for China’s carmakers