Geely Becomes the Second Chinese OEM Above 100K Monthly Exports: Galaxy, Lynk & Co and Zeekr Cross 480,000 Overseas Units in H1 2026

Geely Auto Group’s first half of 2026 has reshaped the conversation about Chinese OEM globalization. With Geely Galaxy as the volume electrified backbone, Lynk & Co climbing into the European premium conversation, and Zeekr deploying across twelve-plus European markets, the group cleared Q1 overseas sales of 203,024 units (+126 percent YoY) and confirmed June at above 100,000 monthly export units — making Geely the second Chinese OEM after BYD to clear that threshold. Cumulative H1 2026 exports are tracking at roughly 480,000 units, with full-year 2026 guidance now lifted to 900,000 and brokerage forecasts (CITIC, CLSA) running to 1.06 million.

Galaxy Is the Volume Engine, Lynk & Co Is the Premium Layer, Zeekr Is the Halo

Galaxy was launched in early 2023 and has since become the volume engine of the entire Geely Holding portfolio. 2025 full-year Galaxy sales hit 1.23 million units, and the brand reached 2 million cumulative units in 37 months from launch — the fastest Chinese NEV brand to that milestone. Lead overseas models are the Galaxy E5 (compact BEV SUV) and the Starray EM-i (B-segment PHEV SUV), with the E5 now certified in 76 countries.

Lynk & Co, jointly owned by Geely and Volvo Cars, surpassed 350,000 annual units in 2025 (+39 percent) with NEV penetration above 52 percent and a 2026 target of 400,000. The Z10 large EV sedan and Z20 compact EV SUV now anchor an all-new pure-EV lineup, with Italy, Spain and Portugal market entries completed in Q1 2026 and Indonesia plus Thailand scheduled for H2 2026. Zeekr delivered 29,318 units in March (+90 percent YoY) and roughly 77,037 in Q1; the brand is establishing itself as a credible premium pure-EV alternative to Tesla, Mercedes and BMW in Europe, with Italy, Spain and Portugal first deliveries also completed in Q1.

An 18-Country Footprint and an Asset-Light Localization Playbook

EVDays/CPCA aggregated 18-country data for Geely in January–April 2026 shows 48,669 units, +301.3 percent year-over-year, with no single market accounting for more than about 33 percent of the total. Mexico led at 16,071 units (+307.7 percent), Brazil first crossed 7,000 units, and Indonesia, Thailand and Malaysia all posted triple- to quadruple-digit growth. The breadth reflects Geely’s GEA (Global Energy Architecture) platform strategy, which lets vehicles meet C-NCAP, E-NCAP, ASEAN NCAP and Latin NCAP five-star standards at launch.

Where BYD has chosen capital-heavy wholly-owned overseas factories (Subang, Camaçari), Geely has executed a more capital-efficient asset-light approach: a May 2026 acquisition of Ford’s Valencia final assembly line in Spain, a Renault joint venture in Brazil with H2 2026 production launch, Proton in Malaysia, an Egypt JV for North Africa and the Middle East, and CKD partnerships through PT Astra Daihatsu Motor and Polytron in Indonesia. For the brand-by-brand H1 detail, the Q1 NEV-export +572 percent YoY figure, and the BYD-versus-Geely margin debate, see iEVChina’s full Geely H1 2026 overseas performance breakdown.