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Geely Automobile Holdings Limited (HKG: 0175) is the Hong Kong-listed new-energy-vehicle group at the core of China's Geely conglomerate. It designs, manufactures, and sells passenger vehicles under the Geely Auto, Geometry,
GLEIF (checked 2026-08-27) has an ISSUED LEI for Geely Automobile Holdings Limited (Cayman Islands) with no parent on file. The 41.4% figure is Li Shufu's controlling interest in Geely Automobile Holdings itself (held via Zhejiang Geely Holding Group), per a secondary source citing the 2025 year-end position; the HKEX substantial-shareholder filing was not opened. geely-holding exists in this corpus, so parent_slug is set.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
CATL's newsroom describes CATL-Geely as an EV battery manufacturing and service platform jointly founded by CATL and ZEEKR (8 bn yuan, planned 15 GWh capacity), plant in Yibin, Sichuan, production started 2022-12-19. The page does not state the equity split, cell chemistry or which models the plant supplies. related_party: false at the CATL-Geely Automobile Holdings level; the JV entity is partly owned by a Geely-group company (Zeekr, now wholly owned by Geely Automobile). No share of Geely's battery spend or CATL's sales is disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints. If this company actually produces one of these materials rather than buying it, that would be misclassified here — no producer-classifier entry exists for 12 of them.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.