惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

F
Full Disclosure
Recorded Future
Recorded Future
T
Tenable Blog
S
Securelist
C
CERT Recently Published Vulnerability Notes
T
Threatpost
S
Schneier on Security
A
Arctic Wolf
The Hacker News
The Hacker News
C
CXSECURITY Database RSS Feed - CXSecurity.com
Know Your Adversary
Know Your Adversary
P
Privacy International News Feed
Threat Intelligence Blog | Flashpoint
Threat Intelligence Blog | Flashpoint
The Register - Security
The Register - Security
Cisco Talos Blog
Cisco Talos Blog
AWS News Blog
AWS News Blog
K
Kaspersky official blog
T
True Tiger Recordings
T
Threat Research - Cisco Blogs
V
Vulnerabilities – Threatpost
P
Palo Alto Networks Blog
T
The Exploit Database - CXSecurity.com
小众软件
小众软件
B
Blog
Cyber Security Advisories - MS-ISAC
Cyber Security Advisories - MS-ISAC
Microsoft Azure Blog
Microsoft Azure Blog
Cyberwarzone
Cyberwarzone
C
Cybersecurity and Infrastructure Security Agency CISA
T
Tor Project blog
Spread Privacy
Spread Privacy
Malwarebytes
Malwarebytes
P
Proofpoint News Feed
F
Fox-IT International blog
F
Fortinet All Blogs
P
Privacy & Cybersecurity Law Blog
G
GRAHAM CLULEY
量子位
Latest news
Latest news
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
博客园 - 叶小钗
Project Zero
Project Zero
T
Tailwind CSS Blog
N
Netflix TechBlog - Medium
Martin Fowler
Martin Fowler
IntelliJ IDEA : IntelliJ IDEA – the Leading IDE for Professional Development in Java and Kotlin | The JetBrains Blog
IntelliJ IDEA : IntelliJ IDEA – the Leading IDE for Professional Development in Java and Kotlin | The JetBrains Blog
I
Intezer
博客园_首页
腾讯CDC
H
Hackread – Cybersecurity News, Data Breaches, AI and More
D
Darknet – Hacking Tools, Hacker News & Cyber Security

All Articles on Seeking Alpha

Central Bankers Are Pushing Back Against The 'War? Sh!' Strategy - Why Look-Through May No Longer Be A Good Idea Big Stock Market Warning Signs: Red Hot IPOs, Record Margin Debt, Lowest Ever S&P 500 Yield, Meme ETFs U.S. P&C Q1 2026 Earnings Recap: Strong Results, Competition, AI Dominate Agendas Vera Therapeutics: Strong IgAN Data, But Differentiation Is Still Pending Semtech Corporation 2027 Q1 - Results - Earnings Call Presentation Enterprise Products Partners Remains Compelling, Even If It's Not The Best From Quantum Promise To Portfolio Construction: The Evolution Of WQTM's May 2026 Rebalance OPEC Monthly Oil Market Report, May 2026 Hancock Whitney: Recent M&A Makes Shares Attractive (Upgrade) Baron International Growth Fund Q1 2026 Commentary Ooma, Inc. (OOMA) Q1 2027 Earnings Call Transcript IDOG: International Value Rotation Supports Further Upside Alphabet: The Outperformance Opportunity Has Moved To A New Mag 7 Company Coeur Mining, Inc. (CDE) Presents at London Silver Conference - Slideshow Japan Is Back Fidus Investment: Blowout Quarter - What Private Credit Crisis? Hartford Global Impact Fund Q1 2026 Commentary John Hancock Disciplined Value Mid Cap Fund Q1 2026 Commentary MPLX: My Top MLP Pick For 2026 And Beyond Qfin Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation LEM Holding SA 2026 Q4 - Results - Earnings Call Presentation Calamos Global Opportunities Strategy Q1 2026 Commentary Janus Henderson Flexible Bond Managed Account Q1 2026 Commentary Janus Henderson Focused Income Managed Account Q1 2026 Commentary China's Industrial Profits Bouncing Back After 3-Year Downtrend SGDJ: A Less Compelling Junior Miners ETF Nomura Science And Technology Fund Q1 2026 Commentary Agora, Inc. (API) Q1 2026 Earnings Call Transcript Box, Inc. 2027 Q1 - Results - Earnings Call Presentation Franklin Utilities Fund Q1 2026 Commentary Plains All American: A Good MLP In A Sector With Stronger Options Fairfax Financial: Quality Compounder, But Not A Cheap One Anymore Petrobras: Cheap Oil Stock With High Yield Potential Nickel Industries Limited (NICMF) Shareholder/Analyst Call - Slideshow Politics And The Markets 05/27/26 EXG: Limited Upside Growth But Still Attractive For Income Investors My Dividend Stock Portfolio: New April Dividend Record - 100 Holdings With 5 Buys Diamond Hill International Fund Q1 2026 Commentary Rayonier's Post-Merger Story Still Requires Heavy Underwriting AutoZone, Inc. 2026 Q3 - Results - Earnings Call Presentation The Trillionaires Gain A New Member Embraer: The 9% Pullback Still Doesn't Offer A Good Entry Rayonier: A Land-Rich REIT Trading Below Its Asset Value CSW Industrials Is Doing A Great Job, But That's Not Reason To Be Bullish Elixinol Wellness Limited (ELLXF) Shareholder/Analyst Call Prepared Remarks Transcript Agora, Inc. 2026 Q1 - Results - Earnings Call Presentation Toast: I Was Wrong Archer Aviation: Beaten Down For One Prime Reason Zscaler, Inc. (ZS) Q3 2026 Earnings Call Transcript BNY Mellon Small Cap Value Fund Q1 2026 Commentary Tracking David Tepper's Appaloosa Management Portfolio - Q1 2026 Update lululemon Athletica: An Appealing Setup For Long-Term Investors American Century Strategic Allocation Funds Q1 2026 Commentary Bitcoin And Ethereum Technical Outlook: Cryptos Fail To Generate Momentum Continuous Confusion TTEQ: High-Priced Tech High Achievers, Worth Shortlisting, A Hold Web Travel Group Limited 2026 Q4 - Results - Earnings Call Presentation Invesco Global Core Equity Fund Q1 2026 Commentary Fidelity Dividend Growth Fund Q1 2026 Commentary Columbia Disciplined Growth Fund Q1 2026 Commentary S&P Cotality Case-Shiller Index: Housing Slowdown Intensifies Semtech Corporation (SMTC) Q1 2027 Earnings Call Transcript Baron First Principles ETF Q1 2026 Commentary Auxier Spring 2026 Market Commentary FuelCell Energy: Too Much Promise, Not Enough Proof Wendel (WNDLF) Shareholder/Analyst Call Transcript Banpu Public Company Limited 2026 Q1 - Results - Earnings Call Presentation Crossroads Capital Q1 2026 Investor Letter EuroDry Ltd. 2026 Q1 - Results - Earnings Call Presentation Experian plc 2026 Q4 - Results - Earnings Call Presentation Thermo Fisher Scientific Inc. (TMO) Analyst/Investor Day - Slideshow Acadian Asset Management Inc. (AAMI) Analyst/Investor Day - Slideshow Electricity Generating Public Company Limited (EYGPF) Presents at SET Digital roadshow Q1/2026 - Slideshow Hibiscus Petroleum Berhad (HIBPF) Q3 2026 Earnings Call Transcript Alpha Bank S.A. 2026 Q1 - Results - Earnings Call Presentation 3i Infrastructure plc 2026 Q4 - Results - Earnings Call Presentation Ellington Credit Company 2026 Q4 - Results - Earnings Call Presentation MITSUI-SOKO HOLDINGS Co., Ltd. 2026 Q4 - Results - Earnings Call Presentation Webull Corporation 2026 Q1 - Results - Earnings Call Presentation ZTO Express (Cayman) Inc. 2026 Q1 - Results - Earnings Call Presentation Transcat, Inc. 2026 Q4 - Results - Earnings Call Presentation Box, Inc. (BOX) Q1 2027 Earnings Call Transcript Transcat, Inc. (TRNS) Q4 2026 Earnings Call Transcript Tenet Healthcare Corporation's Regulatory Woes Don't Put It In The ER Crexendo Has Taken Off There Is No 'Cash On The Sidelines' Valeo SE (VLEEY) Shareholder/Analyst Call Transcript POET Technologies: I Don't Know When, But This Party Won't End Well Digital Turbine, Inc. (APPS) Q4 2026 Earnings Call Prepared Remarks Transcript Nippon Sanso Holdings Corporation (NPXYY) Q4 2026 Earnings Call Transcript Terex: I Need To See Profitability Substantially Improving Robinhood: Crypto Transaction Revenue Collapses, Exposes Other Issues AutoZone's Plunge Doesn't Mean To Rush In To Buy SPMD: A 25% Discount To The S&P 500 That Should Be Monitored Expedia: Despite Macro Shocks, ADR Expansion Is Driving Bookings Growth (Upgrade) Topaz Energy: A Misunderstood Hybrid Fabrinet: Get Out Or Trim Before The Hype Ends Is The U.S. Running Out Of Oil? Setting The Record Straight Why I'm Still Neutral On Nektar Therapeutics After Alopecia Areata Extension Data Overlooked High-Yielding Elite Dividend Growth Machines Vantage Drilling International Ltd. (VTDRF) Q1 2026 Earnings Call Prepared Remarks Transcript
Geely: The Long-Term Growth Story Remains Intact
2026-05-27 · via All Articles on Seeking Alpha

Summary

  • Geely stands out among legacy automakers in China for its scale, diversified brands, and resilience amid industry profit pressures.
  • Despite a 22% stock price decline since April and sector-wide overcapacity, Geely's ability to maintain ICE sales and grow NEV output positions it well for the long term.
  • The Chinese auto market faces shrinking sales, collapsing profits, and excess capacity, with only exports preventing a broader industry crisis.
  • I rate GELHY as HOLD, recommending investors monitor the stock, given ongoing market and margin headwinds. Bottom fishing is hard, so I myself will slowly accumulate shares.
Side View of Geely Coolray SUV in Front of Auto Dealership Building

ASphotowed/iStock Editorial via Getty Images

Electric Vehicles Dominate The Gaikindo Indonesia International Auto Show

Robertus Pudyanto/Getty Images News

Introduction

China's car market has slowed markedly this year. While a slow start was expected, April data show no sign of a reversal. Total

570 Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GELHY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

My position is small (50 shares), which is also the case for my other direct investments. Most of my wealth remains locked in tax-advantaged TIAA retirement funds that do not allow choosing individual stocks.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.