Corporate Presentation

Dec 2020

Sales Performance

Nov 2020 Jan-Nov 2020

Overall: 150,517 units +5% YoY 1,166,015 units -5% YoYDomestic: 138,748 units 0% YoY 1,105,229 units -6% YoYExports: 11,769 units +271% YoY 60,786 units +11% YoY

NEEV*： 6,829 units -52% YoY 60,971 units -41% YoY

Sedans415,249 units -13% YoYSUVs725,068 units 0% YoYMPV25,698 units -18% YoY

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

Sales Performance

Source: The Company, CAAM2

0

50,000

100,000

150,000

200,000

2016 4 7 10

2017 4 7 10

2018 4 7 10

2019 4 7 10

2020 4 7 10

Monthly Sales Volume (units)

domestic exports

-50%

0%

50%

100%

150%

2016 4 7 10

2017 4 7 10

2018 4 7 10

2019 4 7 10

2020 4 7 10

Domestic Sales Volume (3MMA+/-%)

*Jan- Nov 2020

0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

2016 4 7 10

2017 4 7 10

2018 4 7 10

2019 4 7 10

2020 4 7 10

Market Share

0.00%

2.00%

4.00%

6.00%

8.00%

0

500,000

1,000,000

1,500,000

2,000,000

2015

2016

2017

2018

2019

2020

*

Annual Sales Volume & Market Share

0

2,000

4,000

6,000

8,000

10,000

5 6 7 8 9 10 11 1220

20 2 3 4 5 6 7 8 9 10 11

Monthly Sales Volumn of Xingyue & Xingrui (units)

Xingyue Xingrui

Xingrui

3

Boyue & Borui

• Borui GE: the B segment sedan was awarded the“Grand Car in China 2019”

• 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

4

05,000

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

2017 3 5 7 9 11

2018 3 5 7 9 11

2019 3 5 7 9 11

2020 3 5 7 9 11

Monthly Sales Volumn of Boyue & Borui (units)

Boyue Borui

Binrui & Binyue & Icon

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

Philippian Markets.

5

0

5,000

10,000

15,000

20,000

25,000

30,000

9 11

2019 3 5 7 9 11

2020 3 5 7 9 11

Monthly Sales Volumn of Binrui, Binyue & Icon (units)

Binrui Binyue Icon

Jiaji & Haoyue

First Geely Brand MPV

7-seater SUV6

01,0002,0003,0004,0005,0006,000

3 5 7 9 11

2020 3 5 7 9 11

Monthly Sales Volumn of Jiaji (units)

01,0002,0003,0004,0005,0006,0007,000

2020

-6 7 8 9 10 11

Sales Volume of Haoyue (units)

New Emgrand & Vision Family

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

7

0

10,000

20,000

30,000

40,000

50,000

60,000

2017 3 5 7 9 11

2018 3 5 7 9 11

2019 3 5 7 9 11

2020 3 5 7 9 11

Monthly Sales Volume of Vision Family (units)

Vision Vision SUV X3 S1 X1

05,000

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

2017 3 5 7 9 11

2018 3 5 7 9 11

2019 3 5 7 9 11

2020 3 5 7 9 11

Monthly Sales Volumn of Boyue & Borui (units)

Boyue Borui

LYNK & CO

8

0

5,000

10,000

15,000

20,000

25,00020

18 3 5 7 9 1120

19 3 5 7 9 1120

20 3 5 7 9 11

Monthly Sales Volumn of Lynk & Co (units)

01 02 03 05 06

Lynk & Co Club Amsterdam

Powertrain Electrification Strategy

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

24

11

10

4

Numbers of NEEV vs ICE models incurrent portfolio (models)

ICE MHEV PHEV BEV

New Energy and Electrified Vehicles

XingyueMHEV/PHEV

ICONMHEV 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

0 100 200 300 400 500 600

2016201720182019

2020*

Range per Charge (km, NEDC)

*Jan- Nov 2020

0 50 100 150 200 250 300

2016201720182019

2020*

Price Range (RMB'000)

10

0 20000 40000 60000 80000 100000 120000

2016201720182019

2020*

NEEV Sales Volume (units)

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

Modular Architecture Development

12

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 Architecture

浩瀚 SEASustainable Experience Architecture

Autonomous Driving Road Map

2021Basic Driver

Assistant

2025Fully AD

2023Advanced ADOn open Road

2022Advanced AD

On structural Road

• Mass deployment • As basis of data

collection • Shadow Mode • OTA Mode

• 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”)

16

• Received an MSCI ESG Rating of AA

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

• Selected as one of the "Demonstration Enterprises for Industrial Product Green Design" by the Ministry of Industry and Information Technology of the People’s Republic of China. Geely is the only passenger car company selected this year.

• During Jan – Nov 2020, NEEVs contributed to 5.2% 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

• Lynk & Co 06 launched in Q3 offered NEEV versions

Financial Performance

CAGR: Compound Annual Growth Rate

0.0%5.0%

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

2007

2009

2011

2013

2015

2017

2019

Return of Equity

-

20,000

40,000

60,000

80,000

100,000

201

0 2

011

201

2 2

013

201

4 2

015

201

6 2

017

201

8 2

019

202

0H1

Average Ex-factory Prices (RMB)

10Yrs CAGR 6.4%

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

10,000 12,000 14,000

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020H

1

Net Profit (RMB Mn)

10Yrs CAGR 20.14%

(10)

-

10

20

30

40

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

Cash DPS (HK cents)

10Yrs CAGR 26.9%

020000400006000080000

100000120000140000

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020H

1

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

201

0 2

011

201

2 2

013

201

4 2

015

201

6 2

017

201

8 2

019

202

0H1

Sales Volume (Units)

10Yrs CAGR 15.3%

Geely Automobile in Figures

Year 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$27.38 billion (on Dec 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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