Core Insights - Zeekr Technology reported a total revenue of 27.431 billion yuan for Q2, with a comprehensive gross margin of 20.6%, marking a year-on-year increase of 2.6 percentage points [1] - The integration of Zeekr and Lynk & Co brands has led to significant cost reductions and improved financial performance, with operating profit reaching 285 million yuan for the first time [2] - The average price of Zeekr vehicles is nearly 300,000 yuan, indicating a focus on the luxury market [5] Financial Performance - Total revenue for the first half of the year reached 49.450 billion yuan, with a year-on-year growth of 14.5% in vehicle deliveries [2] - The gross margin for vehicles reached a record high of 17.3%, up 5.8 percentage points year-on-year [1] - R&D expenses decreased significantly, with Q2 expenses at 2.15 billion yuan compared to 2.9 billion yuan in Q1 [1] Market Position - Zeekr has become a leader in the high-end luxury market, with the Zeekr 009 series being the best-selling MPV in the 400,000 yuan and above category [2][5] - The brand's focus on luxury and technology has attracted high-net-worth individuals, with over 75% of Zeekr 009 users belonging to this demographic [6] - The company aims to redefine the luxury market with the upcoming launch of the Zeekr 9X, targeting the 600,000 yuan and above segment [8] Product Development - Zeekr is set to launch several new models in the second half of the year, including the Zeekr 9X, which features advanced driving assistance technology [8][9] - The integration of Lynk & Co's technology into Zeekr's product lineup is expected to enhance competitiveness in the market [9] - The company is focusing on both brand elevation and user satisfaction through technological advancements and product upgrades [9]
汽车视点丨极氪科技二季度业绩释放“提质”向上信号 综合毛利率20.6%创历史新高
Zhong Guo Jin Rong Xin Xi Wang·2025-08-19 10:41