# Who does Geely Auto pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/geely-auto · Facet: suppliers · Updated: 2026-07-12T03:58:42.56+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Geely Auto's confirmed suppliers/cost counterparties include CATL, NVIDIA, Mobileye plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 4 cost edges, backed by 7 dated sources, 1 of them primary filings (as of 2026-07-12).

### 지커 (Zeekr) (high)
- metric:  62%
- note: Geely holds and consolidates about 62% of Zeekr. In 2024 it reintegrated the listed Zeekr and merged it with Lynk & Co into a premium new-energy group; Zeekr turned profitable in Q4 2025 on 224,000 deliveries.
- [confirms] Geely Auto / Yahoo Finance (EN, news, published 2026-03-19) https://finance.yahoo.com/news/geely-auto-reports-record-2025-131700563.html: "Zeekr delivered 224,000 units and turned profitable in Q4 2025, a milestone for the brand."
- [confirms] HKEX / Geely Automobile Holdings (EN, filing, published 2025-03-20) https://www.hkexnews.hk/listedco/listconews/sehk/2025/0320/2025032001294.pdf: "Annual Report: Geely holds 62% of Zeekr, consolidated alongside its majority stake in Lynk & Co."

### CATL (high)  → /catl.md
- note: Zeekr 001 and 009 were the first to adopt CATL's Qilin (CTP3.0) battery. CATL is Geely's largest battery supplier, sourced alongside Geely's own Shendun and Jinzhuan cells and JVs (Farasis, LG Energy Solution) to preserve bargaining power.
- [confirms] 36Kr (EN, news, published 2025-12-01) https://eu.36kr.com/en/p/3382647058684041: "Battery brands unified; deeper CATL cooperation."
- [confirms] 36Kr (EN, news, published 2025-06-01) https://eu.36kr.com/en/p/3365335407036165: "CATL, as Geely's largest supplier, coordinated with Geely to raise production lines from 2 to 12 in just five months."
- [confirms] HKEX / Geely Automobile Holdings (EN, filing, published 2025-03-20) https://www.hkexnews.hk/listedco/listconews/sehk/2025/0320/2025032001294.pdf: "Per the annual report, the largest component of cost of sales is raw materials and parts including batteries, whose share rose with NEV expansion."
- [confirms] E-Mobility Engineering (EN, news, published 2023-04-17) https://www.emobility-engineering.com/zeekr-becomes-first-ev-maker-to-adopt-catls-qilin-battery/: "Zeekr became the first EV maker to adopt CATL's Qilin battery."

### NVIDIA (high)  → /nvidia.md
- note: Zeekr is the first production customer for Nvidia's Drive Thor; it adopted Drive Orin from the Zeekr 007 and unveiled a Thor-based smart-driving kit at CES 2025, sourcing high-performance autonomous-driving compute.
- [confirms] CnEVPost (EN, news, published 2025-01-07) https://cnevpost.com/2025/01/07/zeekr-nvidia-thor-smart-driving-kit-ces-2025/: "Zeekr released an Nvidia Thor-based smart-driving kit at CES 2025, having used Drive Orin in the Zeekr 007."

### Mobileye (high)  → /mobileye.md
- note: Zeekr was the first to bring Mobileye SuperVision to series production in 2021, with over 90,000 units in 2022 and SuperVision pilot functions added to more than 110,000 vehicles since, sourcing smart-driving chips and software.
- [confirms] Mobileye (EN, news, published 2024-01-08) https://www.mobileye.com/news/mobileye-supervision-pilot-functions-added-to-110000-zeekr-vehicles/: "Mobileye SuperVision Pilot functions were added to 110,000 ZEEKR vehicles."

### 철강·부품·반도체 (mid)
- metric:  16.6%
- note: Most of cost of sales is raw materials such as steel, body components and automotive semiconductors. FY2025 gross margin was 16.6%, aided by scale and a higher-value Zeekr mix.
- [confirms] Geely Auto / Yahoo Finance (EN, news, published 2026-03-19) https://finance.yahoo.com/news/geely-auto-reports-record-2025-131700563.html: "FY2025 gross margin edged up to 16.6%, lifted by the Zeekr 9X at a ~40% margin."
- [confirms] HKEX / Geely Automobile Holdings (EN, filing, published 2025-03-20) https://www.hkexnews.hk/listedco/listconews/sehk/2025/0320/2025032001294.pdf: "Annual Report: cost of sales comprises raw materials, parts and labour; FY2024 gross margin was 15.9%."

Reverse side: https://valuechain.wiki/geely-auto/customers.md · Ripple: https://valuechain.wiki/geely-auto/ripple.md

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