Core Insights - The core issue for Zeekr is the delivery challenges that have become a significant bottleneck for the company's growth despite rising gross margins in financial reports [1][3]. Delivery Challenges - Zeekr's delivery problems are not isolated and have spread across multiple key models, with the company acknowledging potential capacity issues for the Zeekr 9X and offering to subsidize the tax reduction for delayed deliveries [2][3]. - Following the launch of the new Zeekr 001, which received over 10,000 orders, the battery supply has come under pressure, leading to potential delays in delivery cycles for various models [2][3]. - Complaints from customers regarding delayed deliveries have increased, with reports of confusion over delivery schedules and production timelines [2][3]. Supply Chain Constraints - The delivery difficulties are attributed to severe challenges in supply chain management, particularly concerning battery supply [3]. - Previous reports indicated that Zeekr faced slow deliveries due to demand exceeding expectations, supply chain bottlenecks, and complex production processes [3]. - Internal resource allocation within Geely Group may also be impacting Zeekr's supply chain, as the group's overall sales have surged, complicating resource distribution [3]. Strategic Responses and Market Outlook - In response to delivery bottlenecks, Zeekr is exploring multiple strategies, including product strategy adjustments and technological improvements [4]. - The new Zeekr 001 has been designed with a 900V platform and lightweight features, resulting in reduced energy consumption and enhanced driving capabilities [4]. - Zeekr is also focusing on transparent communication with customers to alleviate concerns, including early announcements of model updates and providing benefits for existing customers [4]. Competitive Landscape - In the 250,000 to 300,000 yuan electric vehicle market segment, Zeekr faces intense competition from various new models such as Xiaomi SU7, XPeng P7i, and others, which are strong in performance and technology [5]. - The ongoing transition to electric vehicles highlights the importance of supply chain management as a core competitive advantage for automakers [5]. - The supply pressures faced by the new Zeekr 001 reflect the growing demand for high-end electric vehicles, indicating a need for Zeekr to enhance supply chain coordination to capitalize on market opportunities [5].
极氪陷交付泥潭：延期交付引车主不满 订单高涨与产能瓶颈的博弈
Xin Lang Zheng Quan·2025-10-23 09:10