Geely Automobile Holdings: Takeaway from Geely’s G-ASD 4.0 event and overseas updates

研报英文原文证据摘录

Geely Automobile Holdings: Takeaway from Geely’s G-ASD 4.0 event and overseas updates

Update

June 10, 2026 12:33 AM GMT

Morgan Stanley Asia Limited+MGeely Automobile Holdings | Asia Pacific Tim Hsiao

Equity Analyst

Takeaway from Geely’s G-ASD Tim.Hsiao@morganstanley.comPeggy Wang +852 2848-1982

Research Associate

Peggy.Pc.Wang@morganstanley.com +852 3963-3934

4.0 event and overseas updates Shelley Wang, CFA

Shelley.Wang@morganstanley.com +852 3963-0047

Key Takeaways Joey Xu, CFA

Geely hosted an experience day for its G-ASD 4.0 (Geely Afari Smart Driving) Joey.Xu@morganstanley.com +852 3963-0337

platform built on world models, end-to-end algorithms, and large-scale AI.

The G-ASD 4.0 system aligns with the industry’s shift toward data-driven

iteration and AI-led decision-making.

Of note, G-ASD has obtained EU UN R171 certification for advanced driver-

assistance, allowing vehicles equipped with this system to operate in Europe. Geely Automobile Holdings (0175.HK, 175 HK)

China Autos & Shared Mobility | China

Geely mgmt shed light on latest developments at its overseas operation. Geely Stock Rating Overweight

Industry View In-Line

said it is taking a measured approach to overseas after-sales and brand building, by Price target HK$28.00

leveraging Volvo’s established sales network and technology to accelerate global Up/downside to price target (%) 51

Shr price, close (Jun 9, 2026) HK$18.57

growth. It said ZEEKR continues to perform strongly, attracting premium customers. 52-Week Range HK$25.62-14.96

Sh out, dil, curr (mn) 10,100

The company is pursuing an asset-light overseas production strategy via several

Mkt cap, curr (mn) Rmb162,410

production partnerships in Spain and with Renault in Brazil. It plans to launch its EV, curr (mn) Rmb82,569