Corporate Presentation

Jan 2020

Sales PerformanceFull year 2019

2

Overall:

Domestic:

Exports:

Neev：Lynk & Co:

1,361,560 units -9% YoY

1,303,569 units -12% YoY

57,991 units +109% YoY

113,067 units +69% YoY

128,066 units + 6% YoY

Sedans(New Emgrand+Vision+Emgrand GL+Kingkong+Borui+Binrui+03)

543,579 units -16% YoY

SUVs (Vision SUV+Boyue+X1+X3+S1+Emgrand GS+Binyue+01+02)

785,020 units -8% YoY

MPV(Jiaji)

32,961 units

Sales Performance

3

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

20

16 4 7

10

20

17 4 7

10

20

18 4 7

10

20

19 4 7

10

exports

Monthly Sales Volume

-40%

-20%

0%

20%

40%

60%

80%

100%

120%

140%

201

6 3 5 7 9

11

201

7 3 5 7 9

11

201

8 3 5 7 9

11

201

9 3 5 7 9

11

Domestic Sales Volume (3MMA+/-%)

51.2

76.6

124.7

150.1136.2

2.40%

3.10%

5.00%

6.30% 6.35%

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%

0

20

40

60

80

100

120

140

160

2015 2016 2017 2018 2019

Yearly Sales Vol & Market Share

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%

8.00%

9.00%

Feb

-16 4 6 8

10

12

Feb

-17 4 6 8

10

12

Feb

-18 4 6 8

10

12

Feb

-19 4 6 8

10

12

Market Share

New Energy and Electrified Vehicles

New NEEV models

Emgrand EV

(2016)

Emgrand EV300

(2017)

Emgrand PHEV

(2017)

Borui GE MHEV Borui GE PHEV 01 PHEV

Emgrand EV350 Emgrand EV450 GSe

2019

2018

20172016

4

Xingyue MHEV Xingyue PHEV

Binyue MHEV Binyue PHEV Jiaji MHEV/PHEV

Geometry A

0 200 400 600

2016

2017

2018

2019

EV - Range Per Charge(km)

0 100 200 300

2016

2017

2018

2019

Price Range (RMB '000)

0 50000 100000 150000

2016

2017

2018

2019

NEEVs - Sales Volume (units)

New Emgrand Family

5

• Included Emgrand, Emgrand EV,

Emgrand GS, Emgrand Gse,

Emgrand GL, Emgrand GL PHEV

• Emgrand Family recorded 37,012

unit sales volume in Dec, and

403,639 unit sales volume in full

year 2019

0

10000

20000

30000

40000

50000

60000

70000Monthly Sales Volume of Emgrand Family

Boyue & Borui

6

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

Monthly Sales Volume of Boyue（incl. Boyue

pro)

0

1,000

2,000

3,000

4,000

5,000

6,000

Monthly Sales Volume of Borui(incl. BoruiGE)

Xingyue

7

Powertrain:

Dimension:

Wheelbase:

Power:

Max. Torque:

MSRP:

Platform：

1.5TD+7DCT

1.5TD+EV Motor+7DCT

2.0T+8AT

4605/1878/1643

2700

130kw/175kw/192kw

255//350/400 N.m/rpm

RMB 135,800-216,800

CMA

*The first CMA-based Vehicle of Geely Brand

-

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

5 6 7 8 9 10 11 12

Monthly Sales Volume of Xingyue

Jiaji

8

Powertrain:

Dimension:

Wheelbase:

Power:

Max. Torque:

MSRP:

1.5TD+48VBSG+7DCT

1.5TD+EV Motor+7DCT

1.8TD+6AT

4706/1909/1690

2805

130kw/135kw

255/300 N.m/rpm

RMB 99,800-192,800

*2+3+2, 2+2+3, 2+2+2 three seating options

-

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

Mar-19 4 5 6 7 8 9 10 11 12

Monthly Sales Volume of Jiaji

Vision Family

9

• Included Vision, Vision X6, Vision

X3, Vision S1

• Vision Family recorded 28,441

unit sales volume in Dec, and

283,259 unit sales volume in full

year 2019

0

10000

20000

30000

40000

50000

60000

Monthly Sales Volume of Vision Family

Binrui & Binyue

10

Engine:

Transmissions:

Dimension:

Wheelbase: Power:

Max. Torque:

MSRP:

1.4T, 1.0T

6DCT,CVT,6AT,6MT

4680/1785/1460

2670

98kw/5200rpm (1.4T)

215/2000-4000

N.m/rpm (1.4T)

RMB79,800-110,800

Engine:

Transmissions:

Dimension:

Wheelbase: Power:

Max. Torque:

MSRP:

1.5T, 1.0T

7DCT, 6MT

4330/1800/1609

2600

130kw/5500rpm (1.5T)

255/1500-4000

N.m/rpm (1.5T)

RMB78,800-118,800

0

5000

10000

15000

20000

11 12 2019 2 3 4 5 6 7 8 9 10 11 12

Monthly Sales Volume of Binyue(incl. BinyuePHEV)

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

2018-910 11 12 2019 2 3 4 5 6 7 8 9 10 11 12

Monthly Sales Volume of Binrui

LYNK & CO

• JV with 5:3:2 shareholding

structure between the company,

Volvo Car and the Zhejiang Geely

holding group

• Supplement current market

coverage by Geely (mass) and

Volvo brands (premium),

targeting at global high-end

market segment

• 263 dealers in China until 2019H1

• 2020 in Europe

• Lynk & Co recorded 128,066 unit

sales volume in 2019(+6% YoY).

Lynk&Co01

11

LYNK & CO

12

0

2000

4000

6000

8000

10000

12000

14000

16000

12

20

18 2 3 4 5 6 7 8 9

10

11

12

20

19 2 3 4 5 6 7 8 9

10

11

12

Monthly Sales Volume of LYNK & CO

01 02 03

-30.00%

-20.00%

-10.00%

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

12

201

9 2 3 4 5 6 7 8 9

10

11

12

LYNK & CO Sales Volume (3MMA+/-%)

New Products

“Geely” brand:

• A MPV model targeted at

business and corporate users

• A compact SUV model

• A compact sedan model

• “NEEV” versions for major

existing models

13

“Lynk&Co” brand:

• Two brand new models

• “NEEV” versions for “02”

and “03” models

“Geometry” brand:

• A brand new model

Brand LYNK & CO Geely

IQS RANK 11

APEAL RANK 14

SSI RANK 9

CSI RANK 7

Source: J.D.Power 2019 China Initial Quality StudySM (IQS)

# based on responses from 33,468 vehicle owners who purchased their cars between May 2018 and March 2019. The study includes 266 models from 67 different brands and was fielded from November 2018 through May 2019 in 75 major cities across China.

14

New-Vehicle Quality

Midsize Upper Economy: Geely Borui No.3Small SUV: Geely Vision X3 No.3

J.D.Power 2019

Geely GKUI

• GKUI smart ecosystem

comprises:

The cloud storage

A desktop similar to your

phone

A driver unique ID, safe

and reliable

App-based ecosystem

• Powerful Speech recognition

• Fast interactive，timely

system update

• First installed in 2018 Boyue,

and later in all other models

15

-

20,000

40,000

60,000

80,000

100,000

120,000

140,000

20082009201020112012201320142015201620172018

Export Sales Volume

Financial Performance

16

-

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

2009201020112012201320142015201620172018

Sales Volume (Units)

49%

1,500,83810-year CAGR*: 22.1%

*CAGR: Compound Annual Growth Rate

-

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

Average Ex-factory Prices（RMB）

10-year CAGR*: 6.4%

**DPS: Dividend Per Share

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

Net Profit (RMB Million)

10-year CAGR*: 30.5%

*CAGR: Compound Annual Growth Rate

Auto Finance Joint Venture

• Registered capital RMB 4 Billion

• Commenced operation in Sep 2015

• Wholesales financing

solutions to dealers

• Retail financing solutions to end-

customers

• Focusing on Tier-1 & -2 cities

initially

• Supporting Geely, Lynk & Co and

Volvo Car brands

• Progressively covering the whole

China market

• 2019H1 net profit RMB 232.7M

80% 20%

17

Strategy

Products： • Platform and modular architecture;

• Focus on powertrain technology;

• In-house international design capabilities;

• Joint product architecture with Volvo Car;

• Focus on EV, PHEV & MHEV to speed up new energy

product offerings;

• Strategic alliance to upgrade technologies

Services： • More than 980 Geely dealers ,118 Geometry dealers and 263

LYNK & CO dealers in China;

• 16 sales agents, 249 sales and service outlets in 16 oversea

countries;

• Vehicle finance JV with BNP Paribas Personal Finance

Branding： • “Geely” brand for mass market;

• “Lynk&Co” brand for upper market;

• “Geometry ” brand for BEV market

18

Geely Automobile in Figures

Year started: 1998

Total workforce: 45,500 (on Jun. 30th, 2019)

Manufacturing facilities: 12 plants in China + 1 JV plant in

Belarus

Products: 17 major models under 4 platforms & 2

modular architecture

Distribution network: More than 980 Geely dealers ,118 Geometry

dealers and 263 LYNK & CO dealers in

China

2019 1H Sales Volume: 651,680 units

2019 1H Revenues: US$6.78 billion

Market Capitalization: US$18.1 billion (on Jan 8th, 2020)

19

Important Notice

The information contained herein is meant for presentation purposes only and may not be used and relied upon by any other party. It is not to be taken in substitution for the exercise of judgement. You shall be solely responsible for making your own independent investigation of the merits of the discussions mentioned in this presentation. Geely Automobile Holdings Limited does not make any representations, warranty or guarantee as to the accuracy, completeness or correctness of the contents contained herein. The reproduction and/or dissemination of the contents herein is prohibited without our prior approval. Geely Automobile Holdings Limited and its officers, directors and employees accept no liability whatsoever for any direct or consequential loss howsoever arising from any use of this presentation or further communication given in relation to this presentation or its contents or otherwise arising in connection therewith.

Note: Sources of all data contained in this presentation are from Geely Automobile HoldingsLtd.,except specified otherwise.

20