供应商遭索赔，极氪品牌增速承压！一场23亿元电池纠纷的双重冲击

Group 1 - Zeekr's subsidiary, Weirui, has filed a lawsuit against Aisin Wanda for 2.314 billion yuan due to battery quality issues [1][2][13] - The lawsuit claims that the battery cells delivered from June 2021 to December 2023 had quality problems that caused financial losses [2][15] - Aisin Wanda is currently undergoing IPO guidance while also pursuing a Hong Kong IPO [1][13] Group 2 - The lawsuit is based on numerous complaints from owners of the Zeekr 001 model, reporting issues such as reduced charging speed and inaccurate battery capacity [3][16] - In response, Zeekr initiated a "Winter Care Activity" to offer free battery health checks for affected vehicle owners [4][17] Group 3 - Prior to the lawsuit, the partnership between Geely and Aisin Wanda was seen as a model of industry collaboration, with significant awards and recognition for their joint efforts [5][18] - Aisin Wanda's financial performance has raised regulatory concerns, with reported revenues of 11.12 billion yuan in 2023 and a net loss of 1.56 billion yuan [5][18] Group 4 - Analysts had previously viewed the collaboration with Geely as a positive factor for Aisin Wanda's future performance, with expectations of significant growth in their battery business [6][19] - Following the lawsuit, optimistic profit forecasts for Aisin Wanda may need to be reassessed, as the case has been accepted by the court but not yet formally heard [6][19] Group 5 - Zeekr aims for a 34% increase in sales for 2026, targeting 300,000 units, following a disappointing 2025 performance where actual sales were only 70% of the target [10][21] - The latest subsidy policies for 2026 are expected to positively impact Zeekr, particularly for mid-to-high-end electric vehicles [11][25]