Geely Holding's Promising Investments in the U.S. Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy LOT?
Source: Newsfilter
- Market Access Potential: Geely Holding has significant investments in three automakers in the U.S.—Volvo, Polestar, and Lotus—providing a pathway to access dealer networks despite bipartisan opposition, thereby enhancing its competitive edge in the global automotive market.
- Production Capacity Expansion: The Volvo factory in South Carolina has a production capacity of 150,000 vehicles, but only produced 18,500 in 2025; plans to add U.S. production of the XC60 hybrid SUV could increase output by 45,000 units annually, indicating Geely's potential in the U.S. market.
- Brand Expansion Opportunities: Geely's Zeekr brand is seen as the most likely candidate for U.S. market entry, with Waymo already utilizing Zeekr vehicles for its self-driving fleet in San Francisco, highlighting its technological adaptability and potential demand in the U.S. market.
- Evolving Policy Environment: Despite the U.S. imposing a 100% tariff on Chinese vehicles, Geely may leverage its partnership with Volvo to utilize U.S. factory capacity, aligning with market demands and demonstrating its agility in navigating complex policy landscapes.
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Analyst Views on LOT
About LOT
Lotus Technology Inc is a company mainly engaged in the design, development, manufacturing and sales of luxury electric vehicles. The Company is mainly engaged in providing luxury lifestyle battery electric vehicles, focusing on electrification, digitalization, intelligence and other automotive technologies. The Company designs, develops and sells luxury lifestyle cars (non-sports cars for everyday use) under the iconic British brand Lotus. The Company operates in China, the UK and the EU market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Geely Holding's Promising Investments in the U.S. Market
- Market Access Potential: Geely Holding has significant investments in three automakers in the U.S.—Volvo, Polestar, and Lotus—providing a pathway to access dealer networks despite bipartisan opposition, thereby enhancing its competitive edge in the global automotive market.
- Production Capacity Expansion: The Volvo factory in South Carolina has a production capacity of 150,000 vehicles, but only produced 18,500 in 2025; plans to add U.S. production of the XC60 hybrid SUV could increase output by 45,000 units annually, indicating Geely's potential in the U.S. market.
- Brand Expansion Opportunities: Geely's Zeekr brand is seen as the most likely candidate for U.S. market entry, with Waymo already utilizing Zeekr vehicles for its self-driving fleet in San Francisco, highlighting its technological adaptability and potential demand in the U.S. market.
- Evolving Policy Environment: Despite the U.S. imposing a 100% tariff on Chinese vehicles, Geely may leverage its partnership with Volvo to utilize U.S. factory capacity, aligning with market demands and demonstrating its agility in navigating complex policy landscapes.
See More
Geely's Strategic Positioning in the U.S. Market
- Market Access Advantage: Despite the U.S. imposing a 100% tariff on Chinese EVs, Geely has established a robust dealer network through its brands like Volvo, Polestar, and Lotus, enhancing its market access capabilities and demonstrating strategic positioning in the U.S. market.
- Production Capacity Potential: The Volvo factory in South Carolina has a production capacity of 150,000 vehicles annually but only produced about 18,500 in 2025; plans to increase production of the XC60 hybrid SUV could add approximately 45,000 units, further enhancing Geely's production capabilities.
- Brand Expansion Plans: Geely's Zeekr brand is seen as the most likely candidate for U.S. market entry, with Waymo already utilizing Zeekr vehicles for its self-driving fleet in San Francisco, showcasing its potential in technology and market adaptability.
- Policy Environment Impact: Despite bipartisan opposition, President Trump has expressed openness to Chinese automakers building plants in the U.S., potentially providing new market opportunities for Geely and other Chinese automotive brands, further driving their expansion plans in the U.S.
See More
Virtual Investor Conference Presentations Now Available Online
- Conference Content Release: Presentations from the Depositary Receipts Virtual Investor Conference (dbVIC) held on April 28, 2026, are now available for online viewing, enhancing accessibility and transparency of information for investors.
- Investor Material Downloads: Investors can download materials from participating companies such as Lotus Technology and Viomi Technology, which fosters improved interaction and communication between investors and companies.
- Ongoing Availability: All company presentations will be accessible 24/7 for the next 90 days, meeting investors' needs for flexibility while providing companies with ongoing opportunities to showcase their business.
- Enhanced Investor Relations: Virtual Investor Conferences facilitate real-time investor engagement solutions, enabling companies to connect with investors more efficiently, thereby improving the effectiveness of investor relations management.
See More
Deutsche Bank to Host Depositary Receipts Investor Conference
- Conference Details: Deutsche Bank is set to host the Depositary Receipts Virtual Investor Conference on April 28, 2026, featuring live presentations from international companies based in Australia, China, Hong Kong, Portugal, Netherlands, Cayman Islands, and France, aimed at attracting a diverse range of investors and analysts.
- Participating Companies: The agenda includes presentations from Lotus Technology Inc., Viomi Technology Co., Ltd, and Belite Bio, Inc., showcasing Deutsche Bank's expertise in managing cross-border equity structures, which is expected to enhance its influence in the global market.
- Participation Fee: The conference is free for participants, with pre-registration suggested, reflecting Deutsche Bank's commitment to providing convenient services for investors and further solidifying its leadership in investor relations management.
- Service Range: Deutsche Bank specializes not only in the administration of depositary receipts but also offers a wide array of financial services, including complex securitizations, project financing, and debt restructuring, demonstrating its comprehensive strength in the global financial services market.
See More
Lotus Technology to Present at Deutsche Bank Investor Conference
- Investor Conference Participation: Lotus Technology will present at the Deutsche Bank ADR Virtual Investor Conference on April 28, 2026, with CFO Daxue Wang and Head of Capital Markets Michelle Ma speaking, which is expected to enhance the company's visibility among global investors.
- Racing Series Highlights: The 2025 Lotus Cup racing series concluded on November 30, 2025, at the Sepang International Circuit with 44 Lotus Emira cars competing, and the 2026 season officially commenced on April 3, 2026, further solidifying Lotus's brand influence in motorsports.
- Strategic Investment Partnership: On December 23, 2025, Lotus entered into a share subscription agreement with ECARX, where ECARX will purchase 16,788,321 newly issued ordinary shares for $23 million, deepening the strategic partnership and enhancing global business integration.
- International Certification Achievement: On March 13, 2026, Lotus's Eletre received UN R171.01 certification from the UNECE, becoming the first China-built model to achieve this certification, highlighting the company's technological leadership in the global automotive industry.
See More
Lotus Technology Reports 2025 Financial Results
- Significant Delivery Decline: Total vehicle deliveries for 2025 reached 6,520 units, reflecting a 64% year-on-year decrease, primarily due to intensified market competition and tariff impacts, which pose challenges to future growth potential.
- Revenue Decline: Total revenue for 2025 was $519 million, a 44% year-on-year decrease, with goods sales dropping 48%, indicating a direct financial impact from reduced sales volume, necessitating strategies to regain market share.
- Gross Margin Improvement: Despite facing challenges, the gross margin improved to 10% in Q4 2025, up from negative 11% in the same period of 2024, indicating initial success in cost control and high-margin service revenue generation.
- Reduction in R&D and Marketing Expenses: R&D expenses were reduced to $171 million in 2025, while selling and marketing expenses fell to $153 million, reflecting the company's efforts to optimize its expenditure structure aimed at enhancing future profitability.
See More
Geely Holding's Promising Investments in the U.S. Market
- Market Access Potential: Geely Holding has significant investments in three automakers in the U.S.—Volvo, Polestar, and Lotus—providing a pathway to access dealer networks despite bipartisan opposition, thereby enhancing its competitive edge in the global automotive market.
- Production Capacity Expansion: The Volvo factory in South Carolina has a production capacity of 150,000 vehicles, but only produced 18,500 in 2025; plans to add U.S. production of the XC60 hybrid SUV could increase output by 45,000 units annually, indicating Geely's potential in the U.S. market.
- Brand Expansion Opportunities: Geely's Zeekr brand is seen as the most likely candidate for U.S. market entry, with Waymo already utilizing Zeekr vehicles for its self-driving fleet in San Francisco, highlighting its technological adaptability and potential demand in the U.S. market.
- Evolving Policy Environment: Despite the U.S. imposing a 100% tariff on Chinese vehicles, Geely may leverage its partnership with Volvo to utilize U.S. factory capacity, aligning with market demands and demonstrating its agility in navigating complex policy landscapes.
See More
Geely's Strategic Positioning in the U.S. Market
- Market Access Advantage: Despite the U.S. imposing a 100% tariff on Chinese EVs, Geely has established a robust dealer network through its brands like Volvo, Polestar, and Lotus, enhancing its market access capabilities and demonstrating strategic positioning in the U.S. market.
- Production Capacity Potential: The Volvo factory in South Carolina has a production capacity of 150,000 vehicles annually but only produced about 18,500 in 2025; plans to increase production of the XC60 hybrid SUV could add approximately 45,000 units, further enhancing Geely's production capabilities.
- Brand Expansion Plans: Geely's Zeekr brand is seen as the most likely candidate for U.S. market entry, with Waymo already utilizing Zeekr vehicles for its self-driving fleet in San Francisco, showcasing its potential in technology and market adaptability.
- Policy Environment Impact: Despite bipartisan opposition, President Trump has expressed openness to Chinese automakers building plants in the U.S., potentially providing new market opportunities for Geely and other Chinese automotive brands, further driving their expansion plans in the U.S.
See More
Virtual Investor Conference Presentations Now Available Online
- Conference Content Release: Presentations from the Depositary Receipts Virtual Investor Conference (dbVIC) held on April 28, 2026, are now available for online viewing, enhancing accessibility and transparency of information for investors.
- Investor Material Downloads: Investors can download materials from participating companies such as Lotus Technology and Viomi Technology, which fosters improved interaction and communication between investors and companies.
- Ongoing Availability: All company presentations will be accessible 24/7 for the next 90 days, meeting investors' needs for flexibility while providing companies with ongoing opportunities to showcase their business.
- Enhanced Investor Relations: Virtual Investor Conferences facilitate real-time investor engagement solutions, enabling companies to connect with investors more efficiently, thereby improving the effectiveness of investor relations management.
See More
Deutsche Bank to Host Depositary Receipts Investor Conference
- Conference Details: Deutsche Bank is set to host the Depositary Receipts Virtual Investor Conference on April 28, 2026, featuring live presentations from international companies based in Australia, China, Hong Kong, Portugal, Netherlands, Cayman Islands, and France, aimed at attracting a diverse range of investors and analysts.
- Participating Companies: The agenda includes presentations from Lotus Technology Inc., Viomi Technology Co., Ltd, and Belite Bio, Inc., showcasing Deutsche Bank's expertise in managing cross-border equity structures, which is expected to enhance its influence in the global market.
- Participation Fee: The conference is free for participants, with pre-registration suggested, reflecting Deutsche Bank's commitment to providing convenient services for investors and further solidifying its leadership in investor relations management.
- Service Range: Deutsche Bank specializes not only in the administration of depositary receipts but also offers a wide array of financial services, including complex securitizations, project financing, and debt restructuring, demonstrating its comprehensive strength in the global financial services market.
See More
Lotus Technology to Present at Deutsche Bank Investor Conference
- Investor Conference Participation: Lotus Technology will present at the Deutsche Bank ADR Virtual Investor Conference on April 28, 2026, with CFO Daxue Wang and Head of Capital Markets Michelle Ma speaking, which is expected to enhance the company's visibility among global investors.
- Racing Series Highlights: The 2025 Lotus Cup racing series concluded on November 30, 2025, at the Sepang International Circuit with 44 Lotus Emira cars competing, and the 2026 season officially commenced on April 3, 2026, further solidifying Lotus's brand influence in motorsports.
- Strategic Investment Partnership: On December 23, 2025, Lotus entered into a share subscription agreement with ECARX, where ECARX will purchase 16,788,321 newly issued ordinary shares for $23 million, deepening the strategic partnership and enhancing global business integration.
- International Certification Achievement: On March 13, 2026, Lotus's Eletre received UN R171.01 certification from the UNECE, becoming the first China-built model to achieve this certification, highlighting the company's technological leadership in the global automotive industry.
See More
Lotus Technology Reports 2025 Financial Results
- Significant Delivery Decline: Total vehicle deliveries for 2025 reached 6,520 units, reflecting a 64% year-on-year decrease, primarily due to intensified market competition and tariff impacts, which pose challenges to future growth potential.
- Revenue Decline: Total revenue for 2025 was $519 million, a 44% year-on-year decrease, with goods sales dropping 48%, indicating a direct financial impact from reduced sales volume, necessitating strategies to regain market share.
- Gross Margin Improvement: Despite facing challenges, the gross margin improved to 10% in Q4 2025, up from negative 11% in the same period of 2024, indicating initial success in cost control and high-margin service revenue generation.
- Reduction in R&D and Marketing Expenses: R&D expenses were reduced to $171 million in 2025, while selling and marketing expenses fell to $153 million, reflecting the company's efforts to optimize its expenditure structure aimed at enhancing future profitability.
See More
