Corporate Presentation June 2020 Sales Performance Jan-May 2020 - PowerPoint PPT Presentation

Corporate Presentation June 2020

Sales Performance Jan-May 2020 Overall: 420,317 units -25% Y oY Domestic: 404,853 units -23%YoY Exports: 15,464 units -52% YoY NEEV ： 20,464 units -48% YoY Sedans 159,876 units -32% YoY SUVs* 253,894 units -19% YoY MPV 6,547 units *Jan- Apr, Geely sold the most SUVs in Chinese market. Data from CPCA. 2

New Energy and Electrified Vehicles NEEVs - Sales Volume (units) New NEEV models 2020* 2019 2019 2018 2017 2016 Xingyue MHEV Xingyue PHEV Geometry A 0 50000 100000 150000 *Jan- May 2020 EV - Range Per Charge(km) Binyue MHEV Binyue PHEV Jiaji MHEV/PHEV 2019 2018 2018 2017 2016 Borui GE PHEV Borui GE MHEV 01 PHEV 0 200 400 600 Price Range (RMB '000) Emgrand EV450 GSe 2019 Emgrand EV350 2018 2017 2017 2016 2016 Emgrand EV300 Emgrand PHEV Emgrand EV (2017) (2017) (2016) 0 100 200 300 3

Sales Performance Monthly Sales Volume Domestic Sales Volume (3MMA+/-%) 180,000 140% 160,000 Exports 120% 140,000 Dome… 100% 120,000 80% 100,000 60% 80,000 40% 60,000 40,000 20% 20,000 0% 2016 3 5 7 9 11 2017 3 5 7 9 11 2018 3 5 7 9 11 2019 3 5 7 9 11 2020 3 5 0 -20% 2016 4 7 10 2017 4 7 10 2018 4 7 10 2019 4 7 10 2020 4 -40% -60% Annual Sales Vol & Market Share Market Share 150.1 10.00% 160 8.00% 136.2 9.00% 140 7.03% 7.00% 124.7 8.00% 6.35% 6.30% 120 6.00% 7.00% 6.00% 100 5.00% 5.00% 5.00% 76.6 80 4.00% 4.00% 51.2 3.00% 60 3.10% 3.00% 2.00% 2.40% 31.1 40 2.00% 1.00% 0.00% 20 1.00% 10 12 10 12 10 12 10 12 Feb-16 4 6 8 Feb-17 4 6 8 Feb-18 4 6 8 Feb-19 4 6 8 2 4 0 0.00% 2015 2016 2017 2018 2019 2020* * End to first 4 months 2020 4

New Emgrand Family Monthly Sales Volume of Emgrand Family • Emgrand, Emgrand EV, Emgrand 70000 GS, Emgrand Gse, Emgrand GL, 60000 Emgrand GL PHEV 50000 40000 • Together total 120,992(-33% YOY) 30000 unit sales volume in Jan - May 20000 2020 10000 0 • Emgrand remains one of the best 2017 23456789 10 11 12 2018 23456789 10 11 12 2019 23456789 10 11 12 2020 2345 selling sedan models in China(Rank #7 in 1Q20) 5

Boyue & Borui Monthly Sales Volume of Bo Series Boyue 40000 • Over 20,000 unit monthly average 35000 sales 2017-2019 30000 25000 • The award best selling SUV 20000 models in China in 2019 15000 10000 5000 0 2017 2 3 4 5 6 7 8 9 2018 2 3 4 5 6 7 8 9 2019 2 3 4 5 6 7 8 9 2020 2 3 4 5 10 11 12 10 11 12 10 11 12 6

Xingyue Powertrain: 1.5TD+7DCT 1.5TD+EV Motor+7DCT 2.0T+8AT Dimension: 4605/1878/1643 Wheelbase: 2700 Power: 130kw/175kw/192kw Max. Torque: 255//350/400 N.m/rpm MSRP: RMB 135,800-216,800 Monthly Sales Volume of Xingyue 5,000 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 - *The first CMA-based Vehicle of Geely Brand 5 6 7 8 9 10 11 12 1 2 3 4 5 7

Jiaji Powertrain: 1.5TD+48VBSG+7DCT 1.5TD+EV Motor+7DCT 1.8TD+6AT Dimension: 4706/1909/1690 Wheelbase: 2805 Power: 130kw/135kw Max. Torque: 255/300 N.m/rpm MSRP: RMB 99,800-192,800 Monthly Sales Volume of Jiaji 6,000 5,000 4,000 3,000 2,000 1,000 - Mar-19 4 5 6 7 8 9 10 11 12 2020 2 3 4 5 8 *2+3+2, 2+2+3, 2+2+2 three seating options

Vision Family Monthly Sales Volume of Vision Family • Vision Family(Vision, Vision X6, 60000 Vision X3, Vision S1) recorded 50000 40000 81,861 (-29% YOY)unit sales 30000 volume in Jan - May 2020 20000 • Accounted for 19% of total sales 10000 Volume in Jan - May 2020 0 2017 2 3 4 5 6 7 8 9 10 11 12 2018 2 3 4 5 6 7 8 9 10 11 12 2019 2 3 4 5 6 7 8 9 10 11 12 2020 2 3 4 5 9

Binrui & Binyue Engine: 1.5T, 1.0T 1.4T, 1.0T Engine: Transmissions : 7DCT, 6MT 6DCT,CVT,6AT,6MT Transmissions : Dimension: 4330/1800/1609 4680/1785/1460 Dimension: Wheelbase: Power: 2600 2670 Wheelbase: Power: Max. Torque: 130kw/5500rpm (1.5T) 98kw/5200rpm (1.4T) Max. Torque: 255/1500-4000 215/2000-4000 N.m/rpm (1.5T) N.m/rpm (1.4T) MSRP: RMB78,800-118,800 RMB79,800-110,800 MSRP: 30000 25000 20000 15000 10000 5000 10 0 2018-9 10 11 122019 2 3 4 5 6 7 8 9 10 11 122020 2 3 4 5

LYNK & CO Monthly Sales Volume of LYNK & CO 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 - 1218 2 3 4 5 6 7 8 9 10111219 2 3 4 5 6 7 8 9 101112 2020 2 3 4 5 11

LYNK & CO • JV with 5:3:2 shareholding structure between the company, Volvo Car and the Zhejiang Geely Holding Group • Supplement current market coverage by Geely (mass) and Lynk&Co01 Volvo brands (premium), targeting at global high-end market segment • 284 dealers in China until 2019 • 2020 in Europe • Lynk & Co recorded 41,549 unit sales volume in Jan – May 2020(-12% YoY). 12

New Products “Geely” brand: “Geometry” brand: • “Haoyue” Full size SUV model • “Geometry C” A brand new electrified SUV model • “Icon” compact SUV model “Lynk&Co” brand: • A compact sedan model • Two brand new compact and • “NEEV” versions for major sporty SUV models existing models 13

New-Vehicle Quality J.D.Power 2019 China Initial Quality Study SM (IQS)# Brand Point Overall Rank APEAL LYNK & CO 712 12 SSI LYNK & CO 675 9 CSI Geely 750 7 Midsize Upper Economy: Geely Borui No.1 Compact SUV: Geely Vision S1 No.2 Midsize Basic: Geely Vision No.3 # based on responses from 33,468 vehicle owners who purchased their cars between May 2018 and March 2019. The study includes 266 models from 67 different brands and was fielded from November 2018 through May 2019 in 75 major cities across China. * ranking amongst Chinese brands 14 Source: J.D.Power 2019 China Initial Quality Study SM (IQS)

ENVIRONMENTAL, SOCIAL & GOVERNANCE (“ESG”) Continued to be a constituent of the • "Hang Seng Corporate Sustainability Benchmark Index ” in 2019 - 2020 Received an MSCI ESG Rating of AA • Actively participated in international • ESG evaluations, e.g. DJSI, S&P Global Ratings • ESG report published in April 2020 15

ENVIRONMENTAL • Sales volume of NEEVs 20,464 units in Jan - May 2020 • NEEVs accounted for 4.8% of total sales volume in Jan - May 2020 • 54% existing products offer NEEV versions • For newest models like Jiaji, Xingyue & Icon, NEEVs accounted for about 50% of their total sales- volume in 1Q 2020. 16

Geely GKUI • GKUI smart ecosystem comprises: The cloud storage ü ü A desktop similar to your phone A driver unique ID, safe ü and reliable ü App-based ecosystem • Powerful Speech recognition • Fast interactive ， timely system update • First installed in 2018 Boyue, and later in all other models 17

Financial Performance Wholesale Volume (Units) Average Ex-factory Prices Net Profit (RMB Mn) (RMB) 1,600,000 74,457 74, 457 1,400,000 14,000 80,000 10-year CAGR*: 20.14% 70,000 1,200,000 12,000 60,000 RMB RMB 1,000,000 10,000 8, 8,190M 190M 50,000 800,000 8,000 40,000 600,000 30,000 6,000 20,000 400,000 4,000 10,000 200,000 2,000 - - - 0 1 2 3 4 5 6 7 8 9 1 1 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 2010201120122013201420152016201720182019 2 2 2 2 2 2 2 2 2 2 2010201120122013201420152016201720182019 * Average Ex-factory Prices excluding Lynk&Co * CAGR: Compound Annual Growth Rate Cash DPS*(HK cents) Return of Equity Export Sales Volume 40 (units) 35.0% 10-year CAGR*: 26.9% 30.0% 140,000 30 25.0% HK$ HK$ 0.25 120,000 20.0% 100,000 20 80,000 15.0% 60,000 10.0% 10 40,000 5.0% 20,000 0.0% - - 7 8 9 0 1 2 3 4 5 6 7 8 9 2007 2009 2011 2013 2015 2017 2019 0 0 0 1 1 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2 2 2 2 2 2 2 2 2 2 2 2 2 18

Auto Finance Joint Venture • Registered capital RMB 4 Billion • Commenced operation in Sep 2015 • Wholesales financing solutions to dealers 20% 80% • Retail financing solutions to end- customers • Focusing on Tier-1 & -2 cities initially • Supporting Geely, Lynk & Co and Volvo Car brands • Progressively covering the whole China market • 2019 net profit RMB 509.1M 19

Strategy Products ： • Platform and modular architecture; • Focus on powertrain technology; • In-house international design capabilities; • Joint product architecture with Volvo Car; • Focus on EV, PHEV & MHEV to speed up new energy product offerings; • Strategic alliance to upgrade technologies 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 Branding ： • “Geely” brand for mass market; • “Lynk&Co” brand for upper market; • “Geometry ” brand for BEV market 20