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Corporate Presentation Corporate Presentation May 2021 Sales Performance Apr 2021 2021 FY Overall: 100,331 units - 5% YoY 433,907 units +39% YoY Domestic: 91,753 units - 9% YoY 397,912 units +33% YoY Exports: 8,578 units +96% YoY 35,995 units +191% YoY NEEV*： 3,787 units -30% YoY 16,272 units +13% YoY Sedans 173,162 units +48% YoY SUVs 256,309 units +35% YoY MPV 4,436 units +3% YoY *New Energy and Electrified Vehicle which including MHEV,HEV,PHEV and BEV at this moment. 1 Sales Performance Monthly Sales Volume (units) Domestic Sales Volume (3MMA+/-%) 200,000 domestic exports 150% 150,000 100% 100,000 50% 50,000 0 0% 4 7 4 7 4 7 4 7 4 4 7 4 7 4 7 4 7 4 10 10 10 10 10 10 10 10 2017 2018 2019 2020 2021 2017 2018 2019 2020 2021 -50% Market Share Annual Sales Volume & Market Share 10.00% 2,000,000 7.00% 6.00% 8.00% 1,500,000 5.00% 6.00% 4.00% 1,000,000 4.00% 3.00% 2.00% 2.00% 500,000 1.00% 0.00% 0 0.00% 4 7 4 7 4 7 4 7 4 7 4 10 10 10 10 10 2016 2017 2018 2019 2020 2021 2016 2017 2018 2019 2020 2021** 2 Source: The Company, CAAM **Jan-Apr 2021 Preface & Xingyue Monthly Sales Volume of Preface & Xingrui(units) 20,000 Xingyue Xingrui 15,000 10,000 5,000 0 5 6 7 8 9 2 3 4 5 6 7 8 9 2 3 4 10 11 12 10 11 12 2020 2021 MSRP: 113,700-149,700 RMB Dimensions: 4785×1869 ×1469 Powertrain: 2.0T X 7DCT/ 140Kw /300N.m Smart tech: FOTA,APA,HUD,AEB,LDW,LKA, SLIF,ICC,BSD 3 Boyue & Borui • Borui GE: the B segment sedan was awarded the“Grand Car in China 2019” • Boyue is one of the best-selling SUV models in China & Malaysia. Monthly Sales Volume of Boyue & Borui (units) Geely’s SUV Sales Volume Ranking 40,000 Boyue Borui 35,000 30,000 Country 2019 2020H1 25,000 20,000 China #3 #3 15,000 10,000 Malaysia #1 #1 5,000 0 3 5 7 9 3 5 7 9 3 5 7 9 3 5 7 9 3 11 11 11 11 2017 2018 2019 2020 2021 4 Binrui & Binyue & ICON/Haoyue & Jiaji All 3 models are based on BMA platform Monthly Sales Volume of Binrui, Binyue & Icon (units) 30,000 Binrui Binyue Icon 25,000 20,000 Binrui 15,000 10,000 5,000 Binyue 0 ICON 9 3 5 7 9 3 5 7 9 3 11 11 11 2019 2020 2021 Monthy Sales Volume of Jiaji & Haoyue (units) 12,000 Haoyue Jiaji 10,000 Jiaji Haoyue 8,000 6,000 4,000 2,000 First Geely Brand MPV 7-seater SUV 0 3 5 7 9 3 5 7 9 3 11 11 2020 2021 5 New Emgrand remains the best 70,000 60,000 50,000 40,000 Monthly Sales Volum 30,000 20,000 10,000 New Emgrand & Vision Family 0 2017 3 5 7 Em grand Sedan 9 e 11 - of selling sedan model among 2018 3 Emgrand 5 7 Em grand GS 9 11 Family (units) 2019 3 5 60,000 7 50,000 9 40,000 30,000 11 20,000 Monthly Sales Volume of Vision Family (units) 2020 10,000 3 5 0 7 9 2017 11 3 local brands. 2021 5 Vision 3 7 9 11 Vision X6 2018 3 5 7 X3 9 11 S1 2019 3 X1 5 7 9 11 2020 3 5 7 9 11 2021 3 6 LYNK & CO Monthly Sales Volume of Lynk & Co (units) 30,000 01 02 03 05 06 25,000 20,000 15,000 10,000 5,000 0 3 5 7 9 3 5 7 9 3 5 7 9 3 11 11 11 2018 2019 2020 2021 Lynk & Co in Europe GothenBurg Amsterdam 7 New Energy and Electrified Vehicles NEEVs - Sales Volume (units) 2021* 2020 2019 2018 2017 2016 ICON MHEV Boyue pro MHEV Jiaji ePro 0 25000 50000 75000 100000 125000 EV - Range Per Charge(km,NEDC) Borui ePro Emgrand GL PHEV Emgrand GSe 2021** 2020 2019 2018 Geometry A 2017 Binyue ePro Emgrand EV500 2016 0 200 400 600 800 Price Tange (RMB '000) 2021 Geometry C Xingyue MHEV/PHEV 01 MHEV/HEV 2020 2019 2018 2017 2016 03 PHEV 02 PHEV 01 PHEV 0 100 200 300 400 *Jan-Apr 2021 8 Powertrain Electrification Strategy Full range of electrified powertrains from MHEV to pure electric. NumBers of NEEV vs ICE models in current portfolio (models) ICE MHEV HEV PHEV BEV 4 10 24 • 3 in 1 power 11 • Motor 60kW management • Motor 45kW • High voltage • Motor 10kW system • 260V application • 48V application • Motor • Turbo • E-Drive Application • Torque boost capacity up to Charger • Brake energy ICE MHEV PHEV BEV • Torque assist • Brake energy 200kW • GDI recovery • Start stop recovery • 7DCT 9 Modular Architecture Development Higher Shorter Lower Commonality Development Manufacturing Rate Cycle Cost CMA BMA • Modular Architectures (BMA,CMA,SPA,SEA) to cover the entire product line • A0/A/B/C/D/E segments with versatile powertrain options • Advanced flexible E/E structure 10 Modular Architecture Development SEA Sustainable Experience Architecture Ecosystem level • Pure Electrical Modular Architecture; • Wide Band width covering A-E segment; Software level • Cloud based electric component management; • Centralized Domain control E/E structure; • Fully Autonomous Driving from 2025; • SEA OS to facilitate the future EV ecosystem; Hardware level • Open-Source Electric Vehicle Architecture 11 Autonomous Driving Road Map The modular Architectures are designed for Full Autonomous Driving of future. 2021 2022 2023 2025 Basic Driver Advanced AD Advanced AD Fully AD Assistant On structural Road On open Road • Mass deployment • Maximize the • Apply L4 • Based on • As basis of data duration of (unsupervised) to technology as collection continuous auto the scenes like full stack SW, HD • Shadow Mode pilot parking, highway, maps, super • OTA Mode • Rich Scenes; Cross- urban, etc. in brain, etc. layer Packing, specified regions • Achieve fully Random Parking, auto pilot hands-off/eyes off in particular scene Our Partners: Zenseact, Mobileye, Waymo 12 New Products Brand New Emgrand Xingyue L NEW products for 2021: • Zeekr 001 • Lynk & Co B segment SUV • CMA platform based Xingyue L • Brand new Emgrand sedan • Facelift and new energy versions of existing models 13 Zeekr 001 • The world’s first mass produced pure electric shooting brake • Based on the proprietary technology infrastructure – SEA • Start Price from 280K RMB • Delivery starting in October 2021 Smart Feature Luxury Co Pilot 700+km 150-220mm Full AD NEDC Air suspension 100% FOTA <4S Power Door Full cycle full Scenarios Acceleration Frameless electric door AI Mate 80+km/h LCD Bespoke Smart cockpit Elk test Customization 14 The new pure electric premium brand---ZEEKR • JV established on 15th April 2021 with 51:49 share holding structure of the listed group and the parent group • Based on the Pure Electric Modular Architecture – SEA • Starts from Zeekr 001, 6+ models within 3 years • Direct Sales and servicing network providing superior customer engagement • Hassle-free charging offerings 15 Auto Finance Joint Venture Retail Contracts Total Outstanding (unit) (RMB Mn) 521 K 448 K 41,501 31,592 302 K 19,263 168 K 9,655 • Retail NPL (non-performing loan：+60 days) at 0.20% in 2017 2018 2019 2020 2017 2018 2019 2020 2020 Net Profit Geely Brand Retail • Ranked No.1 in the retail (RMB Mn) Penetration 34% credit segment of J.D. Power 690 29% 509 18% 13% 2020 China Dealer Financing 217 Satisfaction Study 48 2017 2018 2019 2020 2017 2018 2019 2020 16 Environmental, Social & Governance (“ESG”) During Jan - Apr 2021, Existing products offer NEEV versions We will take the Blue Geely Action Plan as the NEEVs contributed to 3.8% core to further support China’s efforts to achieve of total sales volume. For 75% the goal of carbon neutrality before 2060 and Jiaji, Xingyue & Icon, contribute to global climate change mitigation NEEVs accounted for 38% of their total sales volume Offer NEEV vers io ns Plan 1 Intelligent energy-saving and new energy vehicles: hybrid electric vehicles, plug-in Zeekr, a brand relating to the electricity mobility hybrid electric vehicles, extended-range plug- related products such as intelligent electric in hybrid electric vehicles, and small- vehicle, has been launched in March which displacement energy-saving vehicles would further promote the zero-emission pure electric vehicles Plan 2 Intelligent pure electric vehicles: establish a 2020 ESG Report has been released on official brand-new pure electric vehicle company, and website on May 7, 2021 actively participate in market competition Please click the linK for the report: http://www.geelyauto.com.hk/core/files/corporate_governance/en/2020geelye.p df 17 Financial Performance Sales Volume (Units) Average Ex-factory Prices （RMB） Net Profit （RMB Mn） 1,600,000 80,000 14,000 →10Yrs CAGR 5% →10Yrs CAGR 14% 1,400,000 →10Yrs CAGR 14% 70,000 12,000 1,200,000 60,000 10,000 1,000,000 50,000 800,000 40,000 8,000 600,000 30,000 6,000 400,000 20,000 4,000 200,000 10,000 2,000 - - - 2016 2017 2018 2019 2020 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2011 2012 2013 2014 2015 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Return of Equity (%) Cash Dividend Per Share (HK cents) Export Sales Volume (Units) 35 35 150000 →10Yrs CAGR 7% 30 30 →10Yrs CAGR 24% 120000 25 25 20 20 90000 15 15 60000 10 10 30000 5 5 0 - 0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 18 CAGR: Compound Annual Growth Rate Geely Automobile in Figures Year started: 1998 Total workforce: 38,000 (on Dec.
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