Corporate Presentation July 2020 Sales Performance Jan-Jun 2020 - PowerPoint PPT Presentation

Corporate Presentation July 2020

Sales Performance Jan-Jun 2020 Overall: 530,446 units -19% Y oY Domestic: 510,873 units -17%YoY Exports: 19,573 units -49% YoY NEEV ： 29,214 units -45% YoY Sedans 197,030 units -23% YoY SUVs* 324,061 units -15% YoY MPV 9,355 units *Jan- May, Geely sold the most SUVs in Chinese market. Data from CPCA. 2

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

Sales Performance Domestic Sales Volume (3MMA+/-%) Monthly Sales Volume 180,000 140% 160,000 120% Exports 140,000 100% Domestic 120,000 80% 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 2020 3 5 -20% 0 -40% 2016 4 7 10 2017 4 7 10 2018 4 7 10 2019 4 7 10 2020 4 -60% Annual Sales Vol & Market Share 150.1 Market Share 160 8.00% 136.2 140 7.00% 6.88% 124.7 6.35% 10.00% 6.30% 120 6.00% 8.00% 100 5.00% 5.00% 76.6 6.00% 80 4.00% 4.00% 51.2 3.10% 60 3.00% 42.0 2.40% 2.00% 40 2.00% 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 5 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 • A total of 150,251(-22% YOY) unit 40000 sales volume in Jan - Jun 2020 30000 20000 • Emgrand remains one of the best 10000 selling sedan models in 0 China(Rank #7 in 1Q20) 2017 23456789 2018 23456789 2019 23456789 2020 23456 10 11 12 10 11 12 10 11 12 5

Boyue & Borui Boyue & Borui Monthly Sales Volume of Bo Series 40000 • Over 20,000 unit of monthly 35000 average sales volume during 30000 2020Q2 25000 • Boyue is one of the most selling 20000 15000 SUV model in China & Malaysia. 10000 SUV Total Sales Volume Ranking 2019 2020H1 5000 China #3 #3 Malaysia #1 #1 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 6 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 1201-2020 2 3 4 5 6 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 6 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 a 50000 total of 99,508 (-38% YOY)unit 40000 sales volume in Jan - Jun 2020 30000 • Accounted for 19% of total sales 20000 Volume in Jan - Jun 2020 10000 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 6 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 9 10 11 12 19 2 3 4 5 6 7 8 9 10 11 12 20 2 3 4 5 6

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 20202 3 4 5 6 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 54,763 unit sales volume in Jan – Jun 2020(- 2% YoY). 12

New Products 2020 “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

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 • ESG report published in April 2020 • Actively participated in international ESG • evaluations, e.g. DJSI • Reduction of general mandate to issue shares from 20% to 10% was duly passed in AGM in May 2020 14

Environmental, Social & Governance (“ESG”) - (Continued) • Sales volume of NEEVs 29,214 units in Jan – Jun 2020 • NEEVs contributed to 5.5% of total sales volume in Jan – Jun 2020 • 68% existing products offer NEEV versions • For newest models like Jiaji, Xingyue & Icon, NEEVs accounted for about 53% of their total sales volume in Jan – Jun 2020 15

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 16

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 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 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 18

Geely Automobile in Figures Year started: 1998 Total workforce: 43,000 (on Dec. 31 th , 2019) Manufacturing facilities: 11 plants in China + 1 JV plant in Belarus Products: 17 major models under 4 platforms & 2 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$20.50 billion (on Jul 6 th , 2020) 19