Corporate Presentation Nov 2020 Sales Performance Oct 2020 Jan-Oct 2020 Overall: 140,260 units +8% YoY 1,015,498 units -7% YoY Domestic: 129,495 units +2% YoY 966,481 units -7% YoY Exports: 10,531 units +253% YoY 49,017 units -5% YoY NEEV*： 5,826 units -43% YoY 54,142 units -39% YoY Sedans 360,309 units -15% YoY SUVs 632,076 units -1% YoY MPV 23,113 units -17% YoY 1 *New Energy and Electrified Vehicle which including MHEV,HEV,PHEV and BEV at this moment. 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% -50% Market Share Annual Sales Volume & Market Share 10.00% 160 7.00% 140 6.00% 8.00% 120 5.00% 100 6.00% 4.00% 80 3.00% 4.00% 60 2.00% 2.00% 40 20 1.00% 0.00% 0 0.00% 2 Source: The Company, CAAM Preface & Xingyue Monthly Sales Volume of Xingyue (Units) 5,000 4,000 3,000 2,000 1,000 - 3 Boyue & Borui • Borui GE: the B segment sedan was awarded the“Grand Car in China” • Boyue is one of the best-selling SUV models in China & Malaysia. Monthly Sales Volume of Boyue & Borui (Units) 40,000 Boyue Borui Geely’s SUV Sales Volume Ranking 35,000 30,000 Country 2019 2020H1 25,000 20,000 China #3 #3 15,000 10,000 Malaysia #1 #1 5,000 0 4 Binrui & Binyue & Icon • All 3 models are based on BMA platform • Binyue Launched in Malaysian Market in Aug 2020. Monthly Sales Volume of Binrui, Binyue & Icon (Units) 30,000 Binrui Binyue Icon 25,000 20,000 15,000 10,000 5,000 - 5 Jiaji & Haoyue Monthly Sales Volume of Jiaji (Units) 6,000 5,000 4,000 3,000 2,000 1,000 - First Geely Brand MPV Sales Volume of Haoyue (Units) 7000 6000 5000 4000 3000 2000 1000 0 7-seater SUV 6 New Emgrand & Vision Family New Emgrand remains the best-selling sedan model among local brands. Sales Volume of Vision Family (Units) 60,000 Vision Vision SUV X3 S1 X1 50,000 40,000 30,000 20,000 10,000 - Sales Volume of Emgrand Family (Units) 70,000 Emgrand Sedan Emgrand GS 60,000 50,000 40,000 30,000 20,000 10,000 0 7 LYNK & CO Monthly Sales Volume of Lynk & Co (Units) 25000 01 02 03 05 06 20000 15000 10000 5000 0 Amsterdam Lynk & Co Club 8 Powertrain Electrification Strategy Full range of electrified powertrains from MHEV to pure NEEV vs ICE models under the current electric. portfolio (Models) ICE MHEV HEV PHEV BEV 10 23 11 • 3 in 1 power • Motor 60kW management 4 • Motor 45kW • High voltage system • Motor 10kW • 260V application • Motor capacity • 48V Application application • E-Drive • Turbo up to 200kw ICE BEV HEV PHEV • Torque assist • Torque boost • Brake energy Charger • Start stop • Brake energy recovery • GDI recovery • 7DCT 9 New Energy and Electrified Vehicles NEEV Sales Volume (units) 2020* 2019 2018 ICON MHEV Boyue pro MHEV Jiaji ePro 2017 2016 0 20000 40000 60000 80000 100000 120000 Borui ePro Emgrand GL Emgrand GSe Range per Charge (km, NEDC) PHEV 2020* 2019 2018 Geometry A 2017 Binyue ePro Emgrand 2016 EV500 0 100 200 300 400 500 600 Price Range (RMB'000) Geometry C Xingyue 01 MHEV/HEV 2020* 2019 MHEV/PHEV 2018 2017 2016 0 50 100 150 200 250 300 03 PHEV 02 PHEV 01 PHEV 10 *Jan- Oct 2020 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 11 Sustainable Experience Architecture 浩瀚 SEA • Pure Electrical Modular Architecture; • Wide Band width covering A-E segment; • Cloud based electric component Ecosystem level management; • Centralized Domain control E/E structure; Software level • Fully Autonomous Driving from 2025; • SEA OS to facilitate the future EV ecosystem; • Open-Source Electric Vehicle Hardware level Architecture 12 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 • Fast roll-out & • L4 Light • Apply L4 • Based on mass deployment • Maximize the (unsupervised) to technology as • As basis of data duration of the scenes like full stack SW, HD driven continuous auto parking, highway, maps, super • Shadow Mode pilot urban, etc. in brain, etc. • OTA Mode • Rich Scenes; Cross- specified regions • Achieve fully layer Packing, auto pilot Random Parking, hands-off/eyes off in particular scene 13 New Products Lynk & Co Zero Concept The First Model on SEA Platform Scheduled for launch by end 2021 The Preliminary NEW products for 2021: • Lynk & co Zero concept • Lynk & co B segment SUV Smart Feature Luxury Co Pilot 700+km 150-220mm • CMA platform based Boyue Full AD NEDC Air suspension • Brand new Emgrand sedan 100% FOTA <4S Power Door • Facelift and new energy versions Full cycle full Scenarios Acceleration Frameless electric door AI Mate 80+km/h LCD Bespoke of existing models Smart cockpit Elk test Customization 14 Auto Finance Joint Venture Retail Contracts Total Outstanding (unit) (RMB Mn) 34,819 448 K 31,592 302 K 19,263 210 K 168 K 9,655 • Retail NPL (non-performing 2017 2018 2019 2020H1 2017 2018 2019 2020H1 loan ： +60days) at 0.18% in 2020H1 Net Profit Geely Brand Retail • Ranked in the retail (RMB Mn) Penetration No.1 33% credit segment of J.D. Power 29% 509 423 18% 13% 2020 China Dealer Financing 217 48 Satisfaction Study 2017 2018 2019 2020H1 2017 2018 2019 2020H1 15 Environmental, Social & Governance (“ESG”) • Received an MSCI ESG Rating of AA • Ranked top 20 among HSI constituents in the “Hong Kong Business Sustainability Index” • NEEVs contributed to 5.3% of total sales volume in Jan – Oct 2020 • 70% existing products offer NEEV versions • For Jiaji, Xingyue & Icon, NEEVs accounted for Sustainable Experience Architecture almost half of their total sales volume in Jan – Oct 2020 • Geometry C and Lynk & Co 06, new models launched in Q2 and Q3 2020 respectively, both offer NEEV versions 16 Financial Performance Sales Volume (Units) Average Ex-factory Prices (RMB) Net Profit (RMB Mn) 1,600,000 10Yrs CAGR 15.3% 100,000 10Yrs CAGR 6.4% 14,000 10Yrs CAGR 20.14% 1,400,000 12,000 1,200,000 80,000 10,000 1,000,000 60,000 800,000 8,000 600,000 40,000 6,000 400,000 4,000 200,000 20,000 - 2,000 - - Return of Equity Cash DPS (HK cents) Export Sales Volume (Units) 35.0% 40 10Yrs CAGR 26.9% 140000 30.0% 120000 25.0% 30 100000 20.0% 80000 20 15.0% 60000 10.0% 10 40000 5.0% 20000 0.0% - 0 (10) 17 CAGR: Compound Annual Growth Rate Geely Automobile in Figures Year started: 1998 Total workforce: 43,000 (on Dec. 31th, 2019) Manufacturing facilities: 11 plants in China + 1 JV plant in Belarus Products: 17 major models under 4 platforms & 2 modular architecture • “Geely” brand for mass market; Branding： • “Lynk&Co” brand for high end market; • “Geometry ” brand for BEV market • More than 969 Geely dealers ,163 Geometry dealers and 284 LYNK & CO dealers in China. Services： 17 sales agents, 327 sales and service outlets in 17 oversea countries; • Vehicle finance JV with BNP Paribas Personal Finance 2019 Sales Volume: 1,361,560 units 2019 Revenues: US$12.40 billion Credit Rating: S&P:BBB-/Negative; Moody’s Baa3/Stable Market Capitalization: US$26.64 billion (on Nov 9th, 2020) 18 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. 19.