Corporate Presentation

Nov 2020

Sales Performance

Oct 2020 Jan-Oct 2020

Overall: 140,260 units +8% YoY 1,015,498 units -7% YoYDomestic: 129,495 units +2% YoY 966,481 units -7% YoYExports: 10,531 units +253% YoY 49,017 units -5% YoY

NEEV*： 5,826 units -43% YoY 54,142 units -39% YoY

Sedans360,309 units -15% YoYSUVs632,076 units -1% YoY

MPV23,113 units -17% YoY

*New Energy and Electrified Vehicle which including MHEV,HEV,PHEV and BEV at this moment.1

Sales Performance

Source: The Company, CAAM

0

50,000

100,000

150,000

200,000

Monthly Sales Volume (Units)

domestic exports

-50%

0%

50%

100%

150%

Domestic Sales Volume (3MMA+/-%)

2

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

Market Share

0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%

020406080

100120140160

Annual Sales Volume & Market Share

Preface & Xingyue

-

1,000

2,000

3,000

4,000

5,000

Monthly Sales Volume of Xingyue (Units)

3

Boyue & Borui

• Borui GE: the B segment sedan was awarded the“Grand Car in China”

• Boyue is one of the best-selling SUVmodels in China & Malaysia.

Geely’s SUV Sales Volume Ranking

Country 2019 2020H1

China #3 #3

Malaysia #1 #1

05,000

10,00015,00020,00025,00030,00035,00040,000

Monthly Sales Volume of Boyue & Borui (Units)

Boyue Borui

4

Binrui & Binyue & Icon

• All 3 models are based on BMA platform• Binyue Launched in Malaysian Market in

Aug 2020.

-

5,000

10,000

15,000

20,000

25,000

30,000

Monthly Sales Volume of Binrui, Binyue & Icon (Units)

Binrui Binyue Icon

5

Jiaji & Haoyue

First Geely Brand MPV

7-seater SUV

-

1,000

2,000

3,000

4,000

5,000

6,000

Monthly Sales Volume of Jiaji (Units)

01000200030004000500060007000

Sales Volume of Haoyue (Units)

6

New Emgrand & Vision Family

New Emgrand remains the best-selling sedan model among local brands.

010,00020,00030,00040,00050,00060,00070,000

Sales Volume of Emgrand Family (Units)

Emgrand Sedan Emgrand GS

-

10,000

20,000

30,000

40,000

50,000

60,000

Sales Volume of Vision Family (Units)

Vision Vision SUV X3 S1 X1

7

LYNK & CO

0

5000

10000

15000

20000

25000

Monthly Sales Volume of Lynk & Co (Units)

01 02 03 05 06

Lynk & Co Club Amsterdam8

Powertrain Electrification Strategy

23

4

11

10

NEEV vs ICE models under the current portfolio (Models)

ICE BEV HEV PHEV

Full range of electrified powertrains from MHEV to pure electric.

• Motor 45kW• 260V

application• Torque boost• Brake energy

recovery

HEV

• Motor 10kW• 48V Application• Torque assist• Start stop

MHEV

• Turbo Charger

• GDI• 7DCT

ICE

• Motor 60kW• High voltage

application • E-Drive• Brake energy

recovery

PHEV

• 3 in 1 power management system

• Motor capacity up to 200kw

BEV

9

New Energy and Electrified Vehicles

XingyueMHEV/PHEV

ICON MHEV Boyue pro MHEV Jiaji ePro

Borui ePro Emgrand GLPHEV

Binyue ePro

03 PHEV

Geometry C

Geometry A

01 MHEV/HEV

EmgrandEV500

02 PHEV

Emgrand GSe

01 PHEV

0 20000 40000 60000 80000 100000 120000

2016201720182019

2020*

NEEV Sales Volume (units)

0 100 200 300 400 500 600

2016201720182019

2020*

Range per Charge (km, NEDC)

*Jan- Oct 2020

0 50 100 150 200 250 300

2016201720182019

2020*

Price Range (RMB'000)

10

Modular Architecture Development

Higher Commonality

Rate

Lower Manufacturing

Cost

• Modular Architectures (BMA,CMA,SPA,SEA) to cover the entire product line

• A0/A/B/C/D/E segments with versatile powertrain options

• Advanced flexible E/E structure

Shorter Development

Cycle

11

CMA BMA

Sustainable Experience Architecture

Hardware level

Software level

Ecosystem level

• Pure Electrical Modular Architecture;• Wide Band width covering A-E

segment;• Cloud based electric component

management;• Centralized Domain control E/E

structure;• Fully Autonomous Driving from 2025;• SEA OS to facilitate the future EV

ecosystem;• Open-Source Electric Vehicle

Architecture12

浩瀚 SEA

Autonomous Driving Road Map

2021Basic Driver

Assistant

2025Fully AD

2023Advanced ADOn open Road

2022Advanced AD

On structural Road

• Fast roll-out & mass deployment

• As basis of data driven

• Shadow Mode • OTA Mode

• L4 Light• Maximize the

duration of continuous auto pilot

• Rich Scenes; Cross-layer Packing, Random Parking, hands-off/eyes off in particular scene

• Apply L4 (unsupervised) to the scenes like parking, highway, urban, etc. in specified regions

• Based on technology as full stack SW, HD maps, super brain, etc.

• Achieve fully auto pilot

The modular Architectures are designed for Full Autonomous Driving of future.

13

New Products

Smart Feature Luxury

Co Pilot Full AD

700+kmNEDC

150-220mmAir suspension

100% FOTAFull cycle full Scenarios

<4S Acceleration

Power Door Frameless electric door

AI MateSmart cockpit

80+km/hElk test

LCD BespokeCustomization

The Preliminary NEW products for2021:• Lynk & co Zero concept• Lynk & co B segment SUV• CMA platform based Boyue• Brand new Emgrand sedan• Facelift and new energy versions

of existing models

Lynk & Co Zero Concept The First Model on SEA Platform

Scheduled for launch by end 2021

14

Auto Finance Joint Venture

Retail Contracts(unit)

Total Outstanding(RMB Mn)

Geely Brand Retail Penetration

Net Profit(RMB Mn)

168 302

448

210

2017 2018 2019 2020H1

9,655 19,263

31,592 34,819

2017 2018 2019 2020H1

13%18%

29% 33%

2017 2018 2019 2020H1

48 217

509 423

2017 2018 2019 2020H1

• Retail NPL (non-performingloan：+60 days) at 0.18% in2020H1

• Ranked No.1 in the retailcredit segment of J.D. Power2020 China Dealer FinancingSatisfaction Study

K

KK

K

15

Environmental, Social & Governance (“ESG”)

Received an MSCI ESG Rating of AA

Ranked top 20 among HSI constituents in the “Hong Kong Business Sustainability Index”

During Jan – Oct 2020, NEEVs contributed to 5.3% of total sales volume. For Jiaji, Xingyue & Icon, NEEVs accounted for almost half of their total sales volume

About 70% existing products offer NEEV versions

Geometry C, a pure electric SUV, was launched in Q2

Lynk & Co 06 launched in Q3 offered NEEV versions

16

Financial Performance

CAGR: Compound Annual Growth Rate

0.0%5.0%

10.0%15.0%20.0%25.0%30.0%35.0%

Return of Equity

-

20,000

40,000

60,000

80,000

100,000

Average Ex-factory Prices (RMB)

10Yrs CAGR 6.4%

- 2,000 4,000 6,000 8,000

10,000 12,000 14,000

Net Profit (RMB Mn)

10Yrs CAGR 20.14%

(10)

-

10

20

30

40

Cash DPS (HK cents)

10Yrs CAGR 26.9%

020000400006000080000

100000120000140000

Export Sales Volume (Units)

17

- 200,000 400,000 600,000 800,000

1,000,000 1,200,000 1,400,000 1,600,000

Sales Volume (Units)

10Yrs CAGR 15.3%

Geely Automobile in FiguresYear started: 1998

Total workforce: 43,000 (on Dec. 31th, 2019)

Manufacturing facilities: 11 plants in China + 1 JV plant in Belarus

Products: 17 major models under 4 platforms & 2 modular architecture

Branding：• “Geely” brand for mass market;• “Lynk&Co” brand for high end market;• “Geometry ” brand for BEV market

Services：• More than 969 Geely dealers ,163 Geometry dealers and 284 LYNK & CO dealers in China.

17 sales agents, 327 sales and service outlets in 17 oversea countries;• Vehicle finance JV with BNP Paribas Personal Finance

2019 Sales Volume: 1,361,560 units

2019 Revenues: US$12.40 billion

Credit Rating: S&P:BBB-/Negative; Moody’s Baa3/Stable

Market Capitalization: US$26.64 billion (on Nov 9th, 2020)

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Important NoticeThe information contained herein is meant for presentation purposes only and may not be usedand relied upon by any other party. It is not to be taken in substitution for the exercise ofjudgement. You shall be solely responsible for making your own independent investigation of themerits of the discussions mentioned in this presentation. Geely Automobile Holdings Limited doesnot make any representations, warranty or guarantee as to the accuracy, completeness orcorrectness of the contents contained herein. The reproduction and/or dissemination of thecontents herein is prohibited without our prior approval. Geely Automobile Holdings Limited and itsofficers, directors and employees accept no liability whatsoever for any direct or consequentialloss howsoever arising from any use of this presentation or further communication given inrelation 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.

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