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Geely Signals a Crucial Shift From Scale to Efficiency

Geely's August 17 leadership reshuffle and strong H1 2026 earnings mark a turning point for one of China's biggest EV groups. With 1.423 million sales, RMB 173.6 billion in revenue, and 46% core profit growth, Geely looks strong—but the bigger story is its shift from expansion through brands and assets toward efficiency, export profitability, and tighter technology focus. Leapmotor's Argentina EREV launch via Stellantis shows that across the Chinese EV market, global growth is increasingly about smart partnerships and capital discipline.