Corporate Presentation JUN 2019 Sales Performance Jan. May. 2019 - PowerPoint PPT Presentation

Corporate Presentation JUN 2019

Sales Performance Jan. – May. 2019 Overall: 560,805 units -12% Y oY Domestic: 528,420 units -16%YoY Exports: 32,385 units +384%YoY NEEV � 41,615 units +362% YoY Sedans( New Emgrand+Vision+Emgrand GL+Kingkong+Borui+Binrui+03 ) 235,600 units -12% YoY SUVs ( Vision SUV+Boyue+X1+X3+S1+Emgrand GS+Binyue+01+02 ) 313,920 units -16%YoY MPV 11,285 units 2

New Energy and Electrified Vehicles New NEEV models NEEVs - Sales Volume (units) 2019 2019 2018 2017 Xingyue MHEV Xingyue PHEV Geometry A 2016 Jan-May • 0 20000 40000 60000 80000 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 Price Tange (RMB '000) Emgrand EV350 2019 2017 2018 2016 2017 Emgrand EV300 Emgrand PHEV Emgrand EV (2017) (2017) (2016) 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 100% 120,000 80% 100,000 60% 80,000 40% 60,000 20% 40,000 0% 20,000 2016 11 2017 11 2018 11 2019 3 5 7 9 3 5 7 9 3 5 7 9 3 5 -20% 0 -40% 2016 10 2017 10 2018 10 2019 4 7 4 7 4 7 4 Yearly Sales Vol & Market Share Market Share 150.1 160 8.00% 140 7.00% 6.88% 124.7 9.00% 6.30% 120 6.00% 8.00% 7.00% 100 5.00% 5.00% 6.00% 76.6 80 4.00% 5.00% 4.00% 51.2 3.10% 60 3.00% 47.0 3.00% 2.40% 40 2.00% 2.00% 1.00% 20 1.00% 0.00% 0 0.00% 2016 3 5 7 9 11 2017 3 5 7 9 11 2018 3 5 7 9 11 2019 3 2015 2016 2017 2018 2019* *End to April 4

New Emgrand & Vision Monthly Sales Volume of New Emgrand(incl. Emgrand EV) 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 2016 2 3 4 5 6 7 8 9 2017 2 3 4 5 6 7 8 9 2018 2 3 4 5 6 7 8 9 2019 2 3 4 5 10 11 12 10 11 12 10 11 12 Monthly Sales Volume of Vision 25,000 20,000 15,000 10,000 5,000 - 2016 2 3 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 5

Borui GE Monthly Sales Volume of Borui(incl. Borui GE) 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 2016 2 3 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 Powertrain: 1.5TD+48V BSG +7DCT 1.5TD+EV Motor+7DCT Dimension: 4986/1861/1513 Wheelbase: 2870 Power: 142kw/192kw Max. Torque: 300/425 N.m/rpm MSRP: RMB 136,800-199,800 Fuel consumption � 5.8L/100km 1.6L/100km 6

Boyue Monthly Sales Volume of Boyue 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 2016 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 Engine: 1.8T, 2.0L Transmissions : 6MT, 6AT Dimension: 4519/1831/1694 Wheelbase: 2670 Power: 135Kw (1.8T) Max. Torque: 285/1500-4000 N.m/rpm(1.8T) RMB98,800-159,800 MSRP: 7

Emgrand GS & GL Monthly Sales Volume of Emgrand GS(incl. GSe) 25,000 20,000 15,000 10,000 5,000 0 6 6 7 8 9 0 1 2 7 2 3 4 5 6 7 8 9 0 1 2 8 2 3 4 5 6 7 8 9 0 1 2 9 2 3 4 5 1 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 2 2 2 2 Monthly Sales Volume of Emgrand GL 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 6 0 1 2 7 2 3 4 5 6 7 8 9 0 1 2 8 2 3 4 5 6 7 8 9 0 1 2 9 2 3 4 5 8 1 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 2 2 2 2

Vision SUV Monthly Sales Volume of Vision SUV 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 6 9 0 1 2 7 2 3 4 5 6 7 8 9 0 1 2 8 2 3 4 5 6 7 8 9 0 1 2 9 2 3 4 5 1 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 2 2 2 2 Engine: 1.3T, 1.8L Transmissions : CVT, 5MT Dimension: 4500/1834/1707 Wheelbase: 2661 Power: 98kw/5500rpm (1.3T) Max. Torque: 185/2000-4500N.m/rpm MSRP: RMB74,900-101,900 9

New Model – Binrui & Binyue Monthly Sales Volume of Binrui Monthly Sales Volume of Binyue 15,000 20000 15000 10,000 10000 5,000 5000 - 0 2018-9 10 11 12 2019 2 3 4 5 11 12 2019 2 3 4 5 Engine: 1.4T, 1.0T Engine: 1.5T, 1.0T Transmissions : 6DCT,CVT,6AT,6MT Transmissions : 7DCT, 6MT Dimension: 4680/1785/1460 Dimension: 4330/1800/1609 Wheelbase: Power: 2670 Wheelbase: Power: 2600 Max. Torque: 98kw/5200rpm (1.4T) Max. Torque: 130kw/5500rpm (1.5T) 215/2000-4000 255/1500-4000 N.m/rpm (1.4T) N.m/rpm (1.5T) MSRP: RMB79,800-110,800 MSRP: RMB78,800-118,800 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 • Supported by new vehicle models developed from CMA • 239 stores in China by end 2018 • 2020 in Europe, followed by USA; 10 new models by 2020 • Lynk & Co recorded 47,222 unit sales volume in the first five 11 months of 2019.

LYNK & CO Monthly Sales Volume of LYNK & CO 01 10000 8000 6000 4000 2000 0 2 8 2 3 4 5 6 7 8 9 0 1 2 9 2 3 4 5 1 1 1 1 1 1 0 0 2 2 Monthly Sales Volume of LYNK & CO 02 7000 6000 5000 4000 3000 2000 1000 0 7 8 9 10 11 12 2019 2 3 4 5 Monthly Sales Volume of LYNK & CO 03 5000 4000 3000 2000 1000 0 12 10 11 12 2019 2 3 4 5

New Products in 2019 2 MPVs A Sport SUV An A0 SUV A Pure EV Sedan A New Model under LYNK & CO 13

New-Vehicle Quality J.D.Power 2018 China Initial Quality Study SM (IQS)# Brand PP100 Overall Rank Sector Rank* Lynk&Co 92 3 1 Mass Market Average 107 Luxury Average 89 # based on responses from 33,404 vehicle owners who purchased their cars between June 2017 and May 2018. The study includes 285 passenger vehicle models and 77 different brands in 71 major cities across China. * ranking amongst Chinese brands Source: J.D.Power 2018 China Initial Quality Study SM (IQS) 14

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 15

Financial Performance Net Profit � RMB Average Ex-factory Prices Million � Sales Volume (Units) � RMB � 1,500,838 10-year CAGR*: 14,000 10-year CAGR*: 1,600,000 80,000 6.4% 12,000 10-year CAGR*: 70,000 1,400,000 30.5% 49% 10,000 22.1% 60,000 1,200,000 8,000 50,000 1,000,000 40,000 6,000 800,000 30,000 4,000 600,000 20,000 2,000 400,000 10,000 - 200,000 - 9 0 1 2 3 4 5 6 7 8 0 1 1 1 1 1 1 1 1 1 9 0 1 2 3 4 5 6 7 8 0 0 0 0 0 0 0 0 0 0 - 0 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 0 0 0 0 0 0 0 0 0 0 2 2 2 2 2 2 2 2 2 2 * CAGR: Compound Annual 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 * CAGR: Compound Annual Growth Rate Growth Rate Export Sales Volume �������� �������� �������� ������� ������� ������� ������� �� ���� ���� ���� ���� ���� ���� ���� ���� ���� ���� ���� 16 ** DPS: Dividend Per Share

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 • 2018 net profit RMB 217M 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 � • 978 dealers and 239 LYNK & CO dealers in China; • 24 sales agents, 336 sales and service outlets in 24 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: 52,400 (on Dec. 31 st , 2018) Manufacturing facilities: 9 plants in China + 1 JV plant in Belarus Products: 17 major models under 4 platforms & 2 modular architecture Distribution network: More than 978 Geely dealers , And 239 LYNK & CO dealers in China 2018 Sales Volume: 1,500,838 units 2018 Revenues: US$15.5 billion Market Capitalization: US$14.7 billion (on Jun 10 th , 2019) 19