Corporate Presentation Jan 2020 Sales Performance Full year 2019 - PowerPoint PPT Presentation

Corporate Presentation Jan 2020

Sales Performance Full year 2019 Overall: 1,361,560 units -9% Y oY Domestic: 1,303,569 units -12%YoY Exports: 57,991 units +109%YoY Neev ： 113,067 units +69% YoY Lynk & Co: 128,066 units + 6% YoY Sedans( New Emgrand+Vision+Emgrand GL+Kingkong+Borui+Binrui+03 ) 543,579 units -16% Y oY SUVs ( Vision SUV+Boyue+X1+X3+S1+Emgrand GS+Binyue+01+02 ) 785,020 units -8%Y oY MPV(Jiaji) 32,961 units 2

Sales Performance Domestic Sales Volume (3MMA+/-%) Monthly Sales Volume 140% 180,000 120% 160,000 exports 100% 140,000 80% 120,000 100,000 60% 80,000 40% 60,000 20% 40,000 0% 20,000 2016 3 5 7 9 11 2017 3 5 7 9 11 2018 3 5 7 9 11 2019 3 5 7 9 11 -20% 0 -40% 2016 4 7 10 2017 4 7 10 2018 4 7 10 2019 4 7 10 Yearly Sales Vol & Market Share Market Share 150.1 9.00% 160 7.00% 136.2 6.35% 6.30% 8.00% 140 6.00% 124.7 7.00% 120 5.00% 5.00% 6.00% 100 4.00% 76.6 5.00% 80 3.10% 3.00% 4.00% 51.2 60 2.40% 3.00% 2.00% 40 2.00% 1.00% 20 1.00% 0 0.00% 0.00% 2015 2016 2017 2018 2019 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 3

New Energy and Electrified Vehicles New NEEV models NEEVs - Sales Volume (units) 2019 2019 2018 2017 Xingyue MHEV Xingyue PHEV Geometry A 2016 0 50000 100000 150000 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 4

New Emgrand Family Monthly Sales Volume of Emgrand Family 70000 • Included Emgrand, Emgrand EV, 60000 Emgrand GS, Emgrand Gse, 50000 Emgrand GL, Emgrand GL PHEV 40000 30000 • Emgrand Family recorded 37,012 20000 unit sales volume in Dec, and 10000 403,639 unit sales volume in full 0 year 2019 5

Boyue & Borui Monthly Sales Volume of Boyue （ incl. Boyue pro) 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 Monthly Sales Volume of Borui(incl. Borui GE) 6,000 5,000 4,000 3,000 2,000 1,000 0 6

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

Jiaji Monthly Sales Volume of Jiaji 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 - Mar-19 4 5 6 7 8 9 10 11 12 Powertrain: 1.5TD+48VBSG+7DCT 1.5TD+EV Motor+7DCT 1.8TD+6AT Dimension: 4706/1909/1690 2805 Wheelbase: 130kw/135kw Power: 255/300 N.m/rpm Max. Torque: RMB 99,800-192,800 MSRP: 8 *2+3+2, 2+2+3, 2+2+2 three seating options

Vision Family Monthly Sales Volume of Vision Family • Included Vision, Vision X6, Vision 60000 X3, Vision S1 50000 • Vision Family recorded 28,441 40000 unit sales volume in Dec, and 30000 283,259 unit sales volume in full 20000 year 2019 10000 0 9

Binrui & Binyue Monthly Sales Volume of Binrui Monthly Sales Volume of Binyue(incl. Binyue 14,000 20000 PHEV) 12,000 15000 10,000 8,000 10000 6,000 4,000 5000 2,000 - 0 2018-9 10 11 12 2019 2 3 4 5 6 7 8 9 10 11 12 11 12 2019 2 3 4 5 6 7 8 9 10 11 12 1.5T, 1.0T Engine: 1.4T, 1.0T Engine: Transmissions : 7DCT, 6MT 6DCT,CVT,6AT,6MT Transmissions : 4330/1800/1609 Dimension: 4680/1785/1460 Dimension: 2600 Wheelbase: Power: 2670 Wheelbase: Power: 130kw/5500rpm (1.5T) Max. Torque: 98kw/5200rpm (1.4T) Max. Torque: 255/1500-4000 215/2000-4000 N.m/rpm (1.5T) N.m/rpm (1.4T) RMB78,800-118,800 MSRP: RMB79,800-110,800 MSRP: 10

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 128,066 unit sales volume in 2019(+6% YoY). 11

LYNK & CO Monthly Sales Volume of LYNK & CO 16000 14000 12000 10000 8000 6000 4000 2000 0 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 01 02 03 LYNK & CO Sales Volume (3MMA+/-%) 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% 12 2019 2 3 4 5 6 7 8 9 10 11 12 -10.00% -20.00% -30.00% 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 Brand LYNK & CO Geely IQS RANK 11 APEAL RANK 14 SSI RANK 9 CSI RANK 7 Midsize Upper Economy: Geely Borui No.3 Small SUV: Geely Vision X3 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. 14 Source: J.D.Power 2019 China Initial Quality Study SM (IQS)

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 15

Financial Performance Average Ex-factory Prices （ RMB ） Sales Volume (Units) Net Profit (RMB Million) 14,000 1,600,000 1,500,838 80,000 10-year CAGR*: 10-year CAGR*: 6.4% 10-year CAGR*: 22.1% 12,000 1,400,000 70,000 30.5% 49% 10,000 1,200,000 60,000 1,000,000 50,000 8,000 800,000 40,000 6,000 30,000 600,000 4,000 20,000 400,000 2,000 10,000 200,000 - - - 2009201020112012201320142015201620172018 *CAGR: Compound Annual Growth Rate * CAGR: Compound Annual Growth Rate Export Sales Volume 140,000 120,000 100,000 80,000 60,000 40,000 20,000 - 20082009201020112012201320142015201620172018 16 ** DPS: Dividend Per Share

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 • 2019H1 net profit RMB 232.7M 17

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 980 Geely dealers ,118 Geometry dealers and 263 LYNK & CO dealers in China; • 16 sales agents, 249 sales and service outlets in 16 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 18

Geely Automobile in Figures Year started: 1998 45,500 (on Jun. 30 th , 2019) Total workforce: 12 plants in China + 1 JV plant in Manufacturing facilities: Belarus Products: 17 major models under 4 platforms & 2 modular architecture Distribution network: More than 980 Geely dealers ,118 Geometry dealers and 263 LYNK & CO dealers in China 651,680 units 2019 1H Sales Volume: 2019 1H Revenues: US$6.78 billion Market Capitalization: US$18.1 billion (on Jan 8 th , 2020) 19

Important Notice The information contained herein is meant for presentation purposes only and may not be used and relied upon by any other party. It is not to be taken in substitution for the exercise of judgement. You shall be solely responsible for making your own independent investigation of the merits of the discussions mentioned in this presentation. Geely Automobile Holdings Limited does not make any representations, warranty or guarantee as to the accuracy, completeness or correctness of the contents contained herein. The reproduction and/or dissemination of the contents herein is prohibited without our prior approval. Geely Automobile Holdings Limited and its officers, directors and employees accept no liability whatsoever for any direct or consequential loss howsoever arising from any use of this presentation or further communication given in relation 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. 20