Geely’s 2030 Plan: Go Big, Go Green, Go Global, Faster

2025geelystarrayem iglacierblue003

2025geelystarrayem iglacierblue003

They have done the sensible thing and drawn a line in the sand. By 2030 Geely Holding wants to sell more than 6.5 million vehicles a year, rake in over 1 trillion RMB, and have new energy vehicles make up more than 75 percent of the fleet. In other words: grow like a startup on steroids, but with factories, patents, and a taste for global domination. This is the “One Geely, Leading through Innovation and Integration” blueprint — ambitious, noisy, and utterly unapologetic.

Ambitious Targets And The Numbers That Matter

Let us be blunt. The targets are huge. Global sales above 6.5 million, revenues north of 1 trillion RMB, top-five ranking among automakers by volume, and more than one third of sales from outside China. They also want to cut average R&D cycle time and model cost by over 30 percent while launching world-class NEV platforms for A- to E-class cars. If they pull even half of this off, the industry will take note.

Where They Stand Today

Last year was not a warm-up act. Geely sold 4.116 million vehicles in 2025, up 26 percent, with new energy vehicle sales at 2.293 million and a 56 percent NEV penetration. That lifted them into seventh place globally and made them the fastest-growing outfit among the top ten auto groups. Momentum is there. The question is whether they can turn momentum into something resembling sustainable global muscle.

One Geely: Brand Matrix And Global Playbook

The plan is to stop behaving like a collection of cousins running separate car companies and start acting like a single tribe. Strengthen the corporate Geely brand while keeping a clear, empowered portfolio: Geely Auto, Geely Galaxy, Lynk & Co, Zeekr, and the localized advantages of Volvo, Polestar, and Lotus in Europe and the Americas. Expect more collaboration with international partners, a bit of brand jostling, and a fair share of cross-pollination. Think less chaotic bazaar, more coordinated orchestra.

Seven-Dimension Technology Ecosystem

Geely is building what they call a seven-dimension tech stack: intelligent driving, intelligent cockpit, E/E architecture, vehicle architecture, battery, electric drive, and super hybrid powertrains. The G-Pilot platform is being pushed as a contender for world-class intelligent driving, covering L2 assistance, racing toward L3 pilots, and laying tracks for L4 and Robotaxi ops. AIOS will knit cockpits and AGI-style agents into what they promise will feel like a super-intelligent car rather than an overenthusiastic toaster on wheels.

Hybrid Tech, Batteries, And Thermal Wizardry

They are not putting all their eggs in the pure-electric basket. Super Hybrid technology is very much alive. The new NordThor AI hybrid engine claims thermal efficiency above 50 percent, and the SEA super hybrid system is being groomed for ultra-high power, performance, and safety. On batteries, the “Shendun Golden Battery” is being pitched as an industry safety benchmark, with ambitions to industrialize semi-solid and solid-state cells. Safety and performance, in that order, seem to be the refrain.

Safety As An Ecosystem

Safety is being treated like a religion. The idea is to create a dual-pole safety architecture between Volvo Cars and Geely Auto – an internally consistent approach that considers people, vehicles, roads, cloud, and even space. It is less about a single crash test and more about a full-time safety ecosystem. If executed properly, that could become an actual selling point rather than a press-release footnote.

Ecosystems: Services, Air-Ground Mobility, And Methanol-Hydrogen

Geely’s ecosystem ambitions are broad and a touch cinematic. First, a user services ecosystem called Geely Boundless aims for convenience, transparency, and high repurchase rates. Then there is the future mobility plan: an integrated air-ground network built with companies across the group, targeting early air mobility and 100,000 customized robotaxis for Cao Cao Mobility by 2030. Finally, methanol-hydrogen hybrid tech is being scaled into real-world fleets – more than 50,000 vehicles already, over 23 billion kilometres logged, and 400-plus patents. It is diversified, ambitious, and a little bit mad in an interesting way.

Talent, Investment, And The New Workforce

They are planting a talent forest rather than a single oak. Expect stronger industry-education links, skill pipelines in NEV and AI, recruitment of skilled high school graduates for targeted training, and funds for youth innovation. The initial pledged investment and planned follow-through suggest they are serious about making a workforce that matches their tech ambitions.

Sustainability And Supplier Pressure

ESG is not a slogan here. Geely plans life-cycle improvements, greener materials, and pushes to make key plants carbon neutral. Suppliers will be nudged, pressured, and incentivized to produce clear carbon reduction roadmaps. Whether this becomes a genuine green footprint or a neatly worded PR campaign depends on gritty execution.

Geely Auto Group: Product Moves And AI Integration

Geely Auto Group has upped its mission to “Making Refined Intelligent Cars for Everyone.” Expect All-Domain AI 2.0 to act as a unified vehicle brain, a next-generation G-ASD driver assistance system using large models, and an i-HEV hybrid touted as the first to feature AI cloud-power with fuel consumption claims as low as 3L/100km. There are new models coming, including variants that promise BEV-like performance with hybrid convenience. Global expansion will be steady and regionally nuanced – not a shotgun approach, more a series of carefully aimed salvos.

Geely’s 40th anniversary is the backdrop for this grand plan. The blueprint is audacious, the targets are demanding, and the technology roadmap is crowded with optimism. If they deliver, Geely could move from fast-growing challenger to genuine global leader. If they fumble, it will be a spectacular, expensive lesson in overreach. Either way, it will be fascinating to watch.

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