极氪的豪华野心，撑得住吗？｜车圈脉动 VOL.3

Core Insights - Zeekr is making a significant push into the luxury market with its flagship SUV model, the Zeekr 9X, aiming to compete with established brands like Aion, Li Auto, and even high-end models like Rolls-Royce Cullinan and Range Rover [2][4]. Technology and Features - The Zeekr 9X incorporates advanced technology, including the self-developed Zeekr Vast-S super hybrid architecture, which covers four key areas: super hybrid, digital chassis, safety features, and intelligent driving [6]. - It features a 900V high-voltage architecture with a 70kWh 6C hybrid battery, achieving a pure electric range of 380 km under CLTC standards, and can charge from 0-80% in just nine minutes [6]. - The vehicle is equipped with luxury hardware similar to that of competitors, such as closed double-chamber air suspension and active anti-roll bars, and utilizes an AI-driven intelligent chassis system for enhanced performance [6]. Competitive Landscape - The Zeekr 9X is positioned as a "hybrid all-rounder," challenging traditional luxury brands with its performance metrics (1400 horsepower, 240 km/h top speed) and advanced features (L3-level autonomous driving) [15]. - The pricing strategy for the Zeekr 9X is expected to range from 500,000 to 1,000,000 CNY, targeting the high-end market and competing directly with luxury brands [12][15]. Market Strategy and Challenges - The merger of Zeekr and Lynk & Co is seen as a strategic move to reduce operational burdens and allow Zeekr to focus on its upward brand strategy without competing in lower price segments [13]. - Zeekr's brand recognition is a significant challenge, as it is relatively new compared to established luxury brands, which have decades of market presence [16]. - The company aims to balance luxury positioning with sales targets, having set a goal of 320,000 units for the year, but only achieving 280,000 in the first half [16]. Future Outlook - The Zeekr 9X is set to begin pre-sales at the end of August, with official market launch and deliveries expected in the third quarter of 2025 [17]. - The company plans to achieve L3-level autonomous driving by 2025, contingent on regulatory support, and must ensure the reliability of this technology to build consumer trust [17].