Corporate Presentation April 2020 Sales Performance Jan-Mar 2020 - PowerPoint PPT Presentation

Corporate Presentation April 2020

Sales Performance Jan-Mar 2020 Overall: 206,027 units -44% YoY Domestic: 198,028 units -43%YoY Exports: 7,999 units -60%YoY NEEV ： 8,924 units -62% YoY Sedans( New Emgrand+Vision+Emgrand GL+Borui+Binrui+03+Geometry A ) 73,815 units -53% YoY SUVs ( Vision SUV+Boyue+Xinyue+X3+Emgrand GS+Binyue+01+02+ICON ) 129,113 units -38% YoY MPV(Jiaji) 3,099 units 2

New Energy and Electrified Vehicles New NEEV models NEEVs - Sales Volume (units) 2020* 2019 2019 2018 2017 Xingyue MHEV Xingyue PHEV Geometry A 2016 0 50000 100000 150000 *End to 1Q2020 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 Domestic 120,000 100% 100,000 80% 80,000 60% 60,000 40% 40,000 20% 20,000 0 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 2016 4 7 10 2017 4 7 10 2018 4 7 10 2019 4 7 10 2020 -20% -40% -60% Market Share Yearly Sales Vol & Market Share 10.00% 9.00% 150.1 160 8.00% 136.2 7.16% 8.00% 140 7.00% 124.7 6.35% 6.30% 7.00% 120 6.00% 6.00% 100 5.00% 5.00% 76.6 5.00% 80 4.00% 4.00% 51.2 3.10% 60 3.00% 2.40% 3.00% 40 2.00% 20.6 2.00% 20 1.00% 1.00% 0 0.00% 2015 2016 2017 2018 2019 2020* 0.00% Feb-16 4 6 8 10 12 Feb-17 4 6 8 10 12 Feb-18 4 6 8 10 12 Feb-19 4 6 8 10 12 2 *End to 1Q2020 4

New Emgrand Family Monthly Sales Volume of Emgrand Family • Emgrand, Emgrand EV, Emgrand 70000 GS, Emgrand Gse, Emgrand GL, 60000 50000 Emgrand GL PHEV 40000 • Together recorded 56,192 unit 30000 sales volume in 1Q2020 20000 • 10000 Emgrand remains one of the best 0 selling A-segment sedan models in China 5

Boyue & Borui Monthly Sales Volume of Bo Series Boyue 40,000 • Recorded exceeds 20,000 unit 35,000 monthly average sales 2017-2019 30,000 25,000 • #2 China SUV sales in 2019 20,000 15,000 10,000 5,000 0 4 5 6 7 8 9 10 11 12 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 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 *The first CMA-based Vehicle of Geely Brand 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 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 43,710 unit sales volume in 40000 1Q2020 30000 20000 10000 0 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 0 10 2018-9 10 11 122019 2 3 4 5 6 7 8 9 10 11 122020 2 3

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 • 263 dealers in China until 2019H1 • 2020 in Europe • Lynk & Co recorded 18,443 unit sales volume in 1Q2020(-36% YoY). 11

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 12

New Products “Geely” brand: “Geometry” brand: • • A MPV model targeted at A brand new model business and corporate users “Lynk&Co” brand: • A compact SUV model • Two brand new models • A compact sedan model • “NEEV” “ 02 ” versions for • “NEEV” versions for major and “ 03 ” models existing models 13

New-Vehicle Quality J.D.Power 2019 China Initial Quality Study SM (IQS)# Brand PP100 Overall Rank Lynk&Co 91 12 Mass Market Average 97 Luxury Average 81 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 will be available at Geely’s website in late April 2020 15

ENVIRONMENTAL • Sales volume of NEEVs 8,924 units in Q1 2020 • NEEVs contributed to 4.3% of total sales volume in Q1 2020 • 57% existing products offer NEEV versions • ICON, a new model launched in Q1 2020, offer NEEV version 16

Geely GKUI • GKUI smart ecosystem comprises: ✓ The cloud storage ✓ A desktop similar to your phone ✓ A driver unique ID, safe and reliable ✓ 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 1,400,000 14,000 80,000 10-year CAGR*: 20.14% 70,000 1,200,000 12,000 60,000 RMB 1,000,000 10,000 8,190M 50,000 800,000 8,000 40,000 600,000 6,000 30,000 20,000 400,000 4,000 10,000 200,000 2,000 - - - 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2010201120122013201420152016201720182019 * Average Ex-factory Prices excluding Lynk&Co * CAGR: Compound Annual Growth Rate Cash DPS*(HK cents) Return of Equity Export Sales Volume 40 35.0% (units) 10-year CAGR*: 26.9% 30.0% 140,000 30 HK$ 0.25 25.0% 120,000 20.0% 100,000 20 80,000 15.0% 60,000 10.0% 10 40,000 5.0% 20,000 0.0% - - 2007 2009 2011 2013 2015 2017 2019 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 18

Auto Finance Joint Venture • Registered capital RMB 4 Billion • Commenced operation in Sep 2015 • Wholesales financing solutions to dealers 80% 20% • 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 • “Geely” brand for mass market; Branding ： • “Lynk&Co” brand for upper market; • “Geometry ” brand for BEV market 20

Geely Automobile in Figures Year started: 1998 43,000 (on Dec. 31 th , 2019) Total workforce: 11 plants in China + 1 JV plant in Manufacturing facilities: Belarus 17 major models under 4 platforms & 2 Products: modular architecture Distribution network: More than 969 Geely dealers ,163 Geometry dealers and 284 LYNK & CO dealers in China 2019 Sales Volume: 1,361,560 units 2019 Revenues: US$12.40 billion Market Capitalization: US$13.03 billion (on April 8 th , 2020) 21