极氪2025：中国豪华新能源的"质变元年"

Core Insights - In 2025, the Chinese electric vehicle market is entering a deep integration phase amid fierce competition, with Zeekr achieving significant milestones in delivery volume, user reputation, high-end product leadership, and globalization [1] Sales Performance and Market Position - In December 2025, Zeekr delivered 30,267 vehicles, marking its first monthly sales exceeding 30,000 units, a historical high with a year-on-year growth of 11.3% and a month-on-month increase of 4.9% [2] - For the entire year, Zeekr's cumulative deliveries reached 224,133 units, leading the high-end luxury electric vehicle market in China, with an average price exceeding 300,000 yuan and a maximum price nearing 900,000 yuan [2] - Zeekr's growth amidst a slowing overall market is attributed to its unwavering focus on the luxury segment, leveraging core technology and service experience to build consumer trust [2] Product Matrix and Technological Edge - The highlight of Zeekr's product strategy in 2025 is the "9 Series Luxury Dual Flagships"—Zeekr 9X and Zeekr 009, which not only achieved sales leadership but also disrupted the long-standing dominance of foreign brands in the high-end market above 500,000 yuan [4] - The Zeekr 9X has become a benchmark for large SUVs, achieving a high average price of 538,000 yuan and attracting approximately 80% of its new buyers from traditional luxury brands [5] - The Zeekr 009 has maintained its position as the annual sales champion in the MPV market above 400,000 yuan for two consecutive years, demonstrating its global appeal [6] User Relationship and Brand Health - Zeekr's Net Promoter Score (NPS) has significantly improved, ranking it among the "strong confidence" brands in the latest evaluation, indicating a healthy brand reputation and user trust [9] - The brand has transformed its relationship with users by proactively communicating product updates and enhancing service standards, leading to a positive feedback loop in brand perception [10][11] Globalization and Brand Elevation - In January 2026, Zeekr showcased its 9 Series dual flagships at CES, marking a new phase in its globalization strategy focused on technology and brand image [14] - Zeekr has expanded its operations to over 50 countries and regions, becoming the only Chinese luxury brand to achieve deliveries across all five continents [16] - The brand's success in international markets has bolstered domestic consumer confidence, positioning Zeekr as a symbol of "Chinese intelligence" and innovation in the global luxury automotive landscape [17] Conclusion - The year 2025 represents a transformative period for Zeekr, achieving both quantitative and qualitative breakthroughs, with a solid foundation in the domestic market and a growing global presence [19]