Discover Geely’s ambitious roadmap to sell over 6.5 million cars and rank among the world’s top five automakers by 2030. Learn more now!
Strategic Roadmap to 2030
Chinese auto giant Geely unveiled a bold plan on 22 January to catapult the group into the top five worldwide car manufacturers by 2030. The strategy hinges on three pillars: massive volume growth, a sweeping shift toward new‑energy vehicles (NEVs), and expanded overseas sales.
Key 2030 Targets
- Global sales exceeding 6.5 million vehicles per year.
- NEVs accounting for about 75 % of total sales.
- Overseas markets delivering more than 33 % of total revenue.
- Group revenue surpassing 1 trillion RMB (roughly US$143 billion).
2025 Milestones – A Record‑Setting Year
Geely’s 2025 performance already signals that the 2030 ambition is within reach. The group delivered a record 4,116,321 vehicles, a 26 % jump from 2024, marking the fifth consecutive year of growth.
NEV sales exploded to 2,293,099 units, up 58 % YoY, lifting the NEV share across the group to 56 %.
Brand‑Level Highlights
Growth was driven by several core marques:
- Galaxy, Lynk & Co, and Zeekr combined sold more than 3 million cars, a 39 % increase year‑on‑year.
- NEV deliveries from these brands reached 1.7 million units, a staggering 90 % rise.
- Volvo contributed 710,042 vehicles, with electric car sales of 323,294 — a 46 % EV market penetration.
- Proton recorded 162,601 units (+6.5 %).
- Polestar shipped more than 60,000 cars, topping a 30 % growth rate.
- Lotus achieved a 30 % sales uplift.
- Commercial‑vehicle arm Farizon New Energy sold 162,019 units, bringing its cumulative tally past the half‑million mark.
Positioning Against Global Rivals
With annual sales projected to cross the 4 million‑vehicle threshold by 2025, Geely expects to rank **seventh** globally, closing the gap with established giants such as Hyundai and Stellantis.
Notably, the group already overtook Volkswagen in the Chinese market in 2025, underscoring the rapid ascent of Chinese manufacturers on the world stage.
Emerging Competition
Geely’s rise comes amid a wave of ambitious Chinese players. Ten‑year‑old Leapmotor announced in December 2025 its goal to become one of the world’s top ten automakers within the next decade, targeting annual sales of 4 million vehicles.
What This Means for Consumers and the Industry
Geely’s aggressive NEV focus aligns with global decarbonisation trends, promising more affordable electric options across multiple price segments. The push for overseas expansion also suggests a broader model portfolio tailored to different regional preferences, from Southeast Asia to Latin America.
For investors, the roadmap signals a clear path toward revenue diversification and scale economies, while suppliers may see increased demand for EV components, battery packs, and high‑tech infotainment systems.
Looking Ahead
As Geely races toward its 2030 vision, the next few years will be critical. Continued innovation, strategic partnerships, and market‑specific adaptations will determine whether the Chinese automaker can secure a lasting spot among the world’s elite manufacturers.