Surging October Sales Could Be a Game Changer for Geely Automobile Holdings (SEHK:175)

• Geely Automobile Holdings reported unaudited group vehicle sales for October 2025, delivering 307,133 units for the month and 2.48 million units year-to-date, both substantially higher than the corresponding periods last year.
• This sharp rise in sales volume highlights strong demand and could be seen as a reflection of Geely's expansion efforts and product appeal in an increasingly competitive market.
• We'll examine how Geely's record monthly and year-to-date sales performance informs its investment narrative and future earnings outlook.

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Geely Automobile Holdings Investment Narrative Recap

To be a Geely shareholder, you need to believe in the company's ability to deliver sustained sales growth in a fiercely competitive automotive sector, particularly in new energy vehicles and international markets. October’s record sales offer evidence supporting Geely's expansion ambitions, reinforcing the short-term catalyst of stronger execution and rising volumes, though rising competition and potential pricing pressure remain the biggest risk, with this latest sales data not fully offsetting those concerns for now.

Among Geely’s latest developments, the July upward revision of its 2025 sales target to 3 million units stands out as most relevant here. The sharp increase in October and year-to-date sales indicates positive momentum towards that ambitious goal, with volume execution continuing to be a core driver for near-term optimism as quarterly results approach.

However, despite surging sales, investors should also be aware of margin pressure from intensifying industry competition and what it could mean for...

Read the full narrative on Geely Automobile Holdings (it's free!)

Geely Automobile Holdings is projected to generate CN¥463.1 billion in revenue and CN¥22.5 billion in earnings by 2028. This outlook relies on a 19.5% annual revenue growth rate and a CN¥7.4 billion increase in earnings from the current level of CN¥15.1 billion.

Uncover how Geely Automobile Holdings' forecasts yield a HK$26.28 fair value, a 47% upside to its current price.

Exploring Other Perspectives

Six member estimates from the Simply Wall St Community place fair value between HK$22.70 and HK$45.16. While many see upside, intensifying competition may weigh on profit margins and future earnings performance, consider how your view stacks up.

Explore 6 other fair value estimates on Geely Automobile Holdings - why the stock might be worth just HK$22.70!

Build Your Own Geely Automobile Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Geely Automobile Holdings research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Geely Automobile Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Geely Automobile Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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