跨界而来，携荣耀光环破局车圈 关海涛的职业生涯，堪称一部"跨界传奇"。 "青山绿水，江湖再见。" 寥寥八字，一则朋友圈，宣告了极氪科技集团CBO关海涛的离职。这位被称为"汽车业华为八杰之一"的营销悍将，结束了两 年多的极氪生涯，留下了一段行业佳话。 早年横跨3C数码、互联网、快消三大行业，历任荣耀中国区CMO、中国区副总裁，他带领荣耀登顶互联网手机第一品牌宝 座。在荣耀期间，他系统化重塑营销团队，打赢30余场关键战役，将品牌认知度提升至90%以上，斩获国内外营销大奖80余 项。 更令人称道的是，他率先搭建行业DSP平台，实现营销费用高效管控；在电商领域重构"营销服"一体化体系，贡献了全渠道 八成以上的利润。 加盟极氪，书写"极氪速度"神话 2023年，关海涛加盟极氪，全面执掌极氪品牌全球营销工作。 这是一场堪称教科书级的"跨界转型"。他以互联网思维重构汽车营销体系，仅用一年时间，就助力极氪登顶20万元以上纯电 品牌销量冠军。在四座超豪华细分市场中，每卖出两台MPV，就有一台是极氪009光辉，极氪品牌在豪华车阵营站稳脚跟。 数字见证奇迹： 2023年交付11.8万辆，同比增长65% 2024年销量突破22万辆， ...

Sales Performance - Geely Automobile reported a total sales of 1.8971 million vehicles in the first eight months of 2025, representing a year-on-year increase of 47% [4] - In August 2025, Geely sold 250,200 vehicles, marking a 38% year-on-year growth [4] - The sales breakdown shows Geely brand sold 1.5632 million vehicles (up 57%), Zeekr sold 125,300 vehicles (up 3%), and Lynk & Co sold 208,600 vehicles (up 23%) in the first eight months [4] Electric Vehicle Sales - In the first eight months, Geely sold 694,200 pure electric vehicles and 308,400 plug-in hybrid vehicles, with respective year-on-year growth of 162% and 63% [4] - In August alone, Geely sold 93,400 pure electric vehicles and 54,000 plug-in hybrid vehicles, with year-on-year growth of 98% and 90% [4] Financial Performance - Geely's revenue for the first half of 2025 reached 150.28 billion yuan, a 27% increase year-on-year, achieving a historical high [4] - The net profit for the same period decreased by 14% to 9.29 billion yuan, attributed to a previous asset sale involving Renault [5] - Core net profit, excluding non-core losses, was 6.66 billion yuan, up 102% year-on-year, with a gross profit margin of 16.4% [5] Market Position and Future Outlook - Geely's market share gap with the leading automaker has narrowed to within 4 percentage points, with expectations of further improvement [5] - Geely plans to launch five hybrid models in the second half of 2025, aiming for an annual sales target of 3 million vehicles [6] - Zeekr's monthly sales have exceeded 40,000 units for six consecutive months since 2025 [3][8] Zeekr's Performance - Zeekr's total sales reached 333,900 vehicles in the first eight months of 2025, with a year-on-year increase of 14.61% [7] - In August 2025, Zeekr sold 44,800 vehicles, reflecting a year-on-year growth of 10.61% [7] - Zeekr's second-quarter revenue for 2025 was 27.431 billion yuan, with a gross margin of 20.6%, marking a historical high [8] Mergers and Acquisitions - Geely is in the process of acquiring the remaining shares of Zeekr, which will become a wholly-owned subsidiary [7] - The acquisition is expected to be completed by the end of 2025, pending shareholder approvals [7]

Core Viewpoint - Zeekr Technology reported strong financial performance for Q2 2025, with significant growth in revenue and profitability metrics, alongside successful model launches and global market expansion [1][2][3]. Financial Performance - Total revenue for Q2 reached 27.431 billion yuan, with a gross margin of 20.6%, marking a historical high and a year-on-year increase of 2.6 percentage points [1]. - Vehicle sales revenue was 22.916 billion yuan, reflecting a year-on-year increase of 2.2% [1]. - The overall revenue for the first half of the year was 49.450 billion yuan, with a gross margin of 20.0%, up 2.7 percentage points year-on-year [1]. - R&D expense ratio was 7.8%, and selling and administrative expense ratio was 12.3%, both showing a year-on-year decline [1]. Sales and Delivery - Zeekr and Lynk & Co's dual-brand strategy led to a total of 244,877 vehicles delivered globally in the first half of the year, a 14.5% increase year-on-year [1]. - Zeekr celebrated the production of its 500,000th vehicle in June, with the model being Zeekr 009 [1]. - Lynk & Co surpassed 1.5 million cumulative deliveries by July 16, with an average transaction price of 189,000 yuan, exceeding mainstream joint venture brands [1]. New Model Launches - In the first half of the year, Zeekr launched two new models, including the Zeekr 007GT, targeting young consumers as a luxury shooting brake [2]. - The Lynk & Co 900, a flagship six-seat SUV, has been among the top three in the full-size high-end hybrid SUV segment for three consecutive months since its launch [2]. - The Zeekr 9X, based on the new electric architecture, is set for pre-sale at the end of August [2]. Charging Infrastructure - Zeekr launched the world's first V4 ultra-fast charging station with a peak power of 1.3 megawatts and a peak current of 1300A, with the first station located in Hangzhou [2]. - As of June 30, Zeekr has established 1,683 self-built charging stations and 4,689 charging piles, partnering with nearly 50 mainstream operators [2]. Global Expansion - Zeekr has entered over 60 international markets, with more than 1,200 stores globally and a user base exceeding 2 million [3]. - In Hong Kong, Zeekr ranked first in luxury car sales, while in Kazakhstan, it became the top-selling electric brand [3]. - Lynk & Co expanded its global footprint, entering markets such as the Dominican Republic, Laos, Egypt, Mexico, and Kazakhstan [3].

Group 1 - BYD has recently published a patent for a "wireless charging system, method, vehicle, and readable storage medium," which enhances energy utilization and reduces losses in electric vehicle charging [1] - Zeekr has achieved a significant milestone by rolling off its 500,000th production vehicle, the Zeekr 009, in just 44 months since its first delivery, setting a record for the fastest production in the global luxury electric vehicle market [2] - WeRide, Uber, and Dubai's RTA have signed a cooperation agreement to deploy commercial Robotaxi services in Dubai, with plans for initial operations to begin this year and full autonomous operations by Q1 2026 [3] Group 2 - Chery, along with other companies, has established the Anhui Port Railway Logistics Development Co., Ltd., with a registered capital of 450 million yuan, aiming to enhance logistics and transportation efficiency [4] - Deep Blue Automotive has addressed a vehicle fire incident, clarifying that it was caused by operational errors during maintenance rather than a vehicle defect, which may help mitigate public safety concerns [5]

Group 1 - BYD has recently published a patent for a "wireless charging system, method, vehicle, and readable storage medium," which enhances energy utilization and reduces losses in electric vehicle charging [1] - The new wireless charging technology reflects BYD's ongoing commitment to innovation in electric vehicle technology, improving charging convenience and consumer experience [1] Group 2 - Zeekr has achieved a significant milestone by rolling off its 500,000th production vehicle, the Zeekr 009, from its Hangzhou Bay smart factory, setting a record for the fastest production ramp-up in the global luxury electric vehicle market [2] - This achievement highlights Zeekr's production efficiency and brand appeal, as well as the trend of high-end transformation in the Chinese automotive industry [2] Group 3 - WeRide, Uber, and Dubai's RTA have signed a cooperation agreement to deploy commercial Robotaxi services in Dubai, with the first phase of operations expected to launch within the year [3] - This collaboration signifies a major advancement in the smart mobility sector, potentially inspiring other markets to explore similar technologies and boosting confidence in smart transportation investments [3] Group 4 - Chery Automobile, along with other companies, has established the Anhui Port Railway Logistics Development Co., Ltd., with a registered capital of 450 million yuan, focusing on international road freight transport and port operations [4] - The establishment of this new company indicates Chery's strategic positioning in the logistics and transportation sector, which may enhance its efficiency in vehicle transport and logistics management [4] Group 5 - Deep Blue Automotive has responded to a vehicle fire incident involving a Deep Blue S05, attributing the cause to operational errors during maintenance rather than a vehicle defect [5] - The timely response aims to alleviate public concerns regarding brand safety, although the incident may still impact consumer confidence and brand reputation [5]

Core Insights - Zeekr brand has achieved a significant milestone by producing its 500,000th vehicle, the Zeekr 009, in just 44 months since the launch of its first model, the Zeekr 001, setting a record for the fastest sales breakthrough in the luxury electric vehicle segment [2][3] Speed and Sales Growth - Since the start of deliveries in 2021, Zeekr's sales have seen exponential growth, with over 70,000 units delivered in 2022 and projected deliveries of 118,900 units in 2023, followed by an expected 222,000 units in 2024, making it the annual sales champion for luxury electric vehicles in China [3] - The Zeekr 009 has become a top seller in multiple categories, including pure electric MPVs priced over 400,000 yuan, and has also topped sales charts in Hong Kong [3] - The Zeekr 001, the brand's first model, has nearly reached 300,000 units delivered, maintaining its position as the best-selling pure electric vehicle in China priced above 250,000 yuan [3] - The Zeekr 7X has quickly become the best-selling pure electric SUV in the 200,000 yuan segment, achieving over 30,000 deliveries within 75 days of its launch [3] Brand Positioning and Pricing Strategy - Zeekr focuses on the luxury market with an average transaction price close to 300,000 yuan, covering a price range from 200,000 to 900,000 yuan [6] - The starting price for the Zeekr 009 is 789,000 yuan, with the top model priced at 899,000 yuan, appealing to high-profile consumers [6] - The upcoming Zeekr 9X is anticipated to be a flagship model with innovative technologies and a price targeting the million yuan mark, indicating the brand's commitment to upward mobility [6] Global Market Expansion - Zeekr has entered over 40 countries and regions, becoming the only Chinese luxury brand to achieve deliveries across all five continents [7] - The brand's success in the Middle East reflects a growing global recognition of Chinese automotive luxury and aesthetics [7] - Zeekr 009 has recently topped luxury MPV sales charts in Malaysia and Thailand, showcasing its international appeal [7] Technological Innovation - Zeekr has invested over 23.5 billion yuan in R&D, with a 16.14% increase in 2024, and holds 2,277 effective patents [8] - The company is a pioneer in the "three 800" ecosystem, which includes an 800V high-voltage system, ultra-fast charging batteries, and charging networks, leading the industry in charging speed [8] - The upcoming Zeekr 9X will introduce advanced hybrid technologies, marking a new phase in the company's multi-energy development strategy [8] Competitive Landscape - The competition in the electric vehicle sector is intensifying, with companies needing to balance technological innovation and brand elevation to maintain a strong presence in the global market [9]

Core Insights - The article highlights the rapid growth of the Chinese luxury electric vehicle brand Zeekr, which achieved the milestone of producing its 500,000th vehicle in just 44 months, setting a global record for luxury electric vehicles [4][11] - Zeekr's average vehicle price is approximately 300,000 yuan, indicating a shift from the traditional focus on cost-effectiveness to a value-driven approach in the luxury market [4][10] Group 1: Market Performance - Zeekr's 500,000th vehicle marks a significant achievement, showcasing its ability to scale production in the luxury electric vehicle segment and challenge established luxury brands [4][10] - The Zeekr 001 model has become the best-selling electric vehicle priced above 250,000 yuan in 2024, demonstrating its strong market acceptance [6][12] - The introduction of the Zeekr 009 model, priced at 789,000 yuan, positions it as a leader in the ultra-luxury four-seat electric vehicle category [8][12] Group 2: Product Strategy - Zeekr has successfully expanded the "shooting brake" market, with the Zeekr 001 accounting for 70% of global sales in this category, significantly increasing its influence [7][12] - The Zeekr 7X has achieved the title of the best-selling electric SUV priced above 200,000 yuan in China and has seen success in international markets, selling for over 400,000 yuan [10][12] - The upcoming Zeekr 9X aims to compete with high-end models like the Land Rover Range Rover and Mercedes-Benz GLS, indicating a strategic push into the luxury SUV segment [10][12] Group 3: Competitive Advantages - Zeekr's success is attributed to its technological advancements, including self-developed architectures and high-performance electric systems, which have redefined competitive standards in the industry [12][13] - The brand has effectively tapped into the evolving consumer preferences, emphasizing technology and smart features over traditional brand prestige [12][13] - Zeekr's integration within Geely's extensive supply chain and its investment in smart manufacturing have enhanced its production capabilities, allowing for efficient and high-quality vehicle delivery [13][15] Group 4: Future Outlook - The achievement of 500,000 vehicles is seen as a starting point for Zeekr, with plans for further growth and innovation in the luxury electric vehicle market [15] - The ongoing competition for "value definition rights" among global automakers suggests that Zeekr is well-positioned to lead the next phase of growth for Chinese automotive brands [15]

Core Insights - Zeekr has achieved a significant milestone with the production of its 500,000th vehicle in just 44 months, showcasing its strong brand power and market competitiveness with an average vehicle price of nearly 300,000 yuan [1][4] - The company focuses on core technology and product value, maintaining a luxury brand positioning without relying on price reductions, and plans to launch the ultra-luxury SUV flagship Zeekr 9X in Q3 this year [3][4] Product and Market Strategy - Zeekr's product strategy includes launching an average of two new models per year, covering various segments such as luxury electric sedans, MPVs, and SUVs [3] - The Zeekr 009 has become a top seller in multiple categories, while the Zeekr 001 has dominated the niche market for shooting brakes, with nearly 300,000 units delivered [4] Technological Advancements - The company emphasizes product strength as its core competitive advantage, with a cumulative R&D investment exceeding 23.5 billion yuan by 2024, enabling it to develop key technologies across the automotive value chain [4][5] - Zeekr is set to unveil its "Horizon Super Electric Hybrid Technology," marking a new phase in its multi-energy development strategy [5] Global Expansion - Zeekr has implemented four major overseas strategies, successfully entering over 40 countries and regions, with strong sales in the Middle East, Australia, and Southeast Asia [7] - The company has partnered with Qualcomm to enhance its smart cockpit technology and is rolling out its 800V ultra-fast charging infrastructure in international markets [7] Strategic Integration - Zeekr is aligning its strategy with Geely's overarching goals, focusing on high-end luxury electric vehicles while leveraging Geely's extensive manufacturing and supply chain capabilities [8] - The company has over 550 global stores, with a significant presence in first and second-tier cities, and is adopting a partner model to penetrate lower-tier markets [8] Charging Infrastructure - Zeekr has established a robust charging ecosystem, with over 1.3 million third-party charging stations integrated and 1,628 self-built charging stations across 189 cities [9] - The company has pioneered the "three 800V" ultra-fast charging service ecosystem, with 939 dedicated ultra-fast charging stations [9]

在新能源汽车产业的变革浪潮中，品牌整合与差异化竞争成为企业破局的关键。日前，领克900全 球上市，作为领克与极氪整合后的首款产品，领克900以28.99万元起的售价、百万级产品体验，以 及"智享百变旗舰大六座SUV"的定位，直击大型家用SUV市场痛点。据了解，新车上市一个小时，大定 就已破万辆。 与此同时，极氪高管在发布会后的专访环节中，更进一步揭示了极氪与领克整合背后的战略逻辑 ——这并非简单的品牌叠加，而是在品牌重构、后台支持和智能制造等多领域的协同发展，以达到 1+1>2的战略纵深。正如极氪科技集团CEO安聪慧所言，在集团整合的情况下，未来产品成功的可能性 一定会更高。 "此外，极氪和领克在多个方面展现了协同效应，如品牌重构、后台支持和智能制造等领域的合 作。这种协作不仅有助于形成品牌差异化，还能通过规模化效应提升品牌整体竞争力，从而更好地参与 市场竞争。"安聪慧表示，双方可以共同达到更好的效果，并在市场中占据有利位置。 在安聪慧看来，品牌和企业文化是企业竞争的两个核心方面。"在传统汽车时代，作为中国的车 企，我们很难成为一个受人尊敬的豪华品牌，我们可能只能做一个跟随者。"谈及极氪品牌如何进一步 向上， ...

" 车展的整体氛围更倾向于严肃和技术化的表达。 " 文 / 巴九灵（微信公众号：吴晓波频道） 闹腾了半年多的 2025 上海车展终于在 4 月 23 日开幕了。 谁能想到，为了获得这场全球影响力最大车展的主办权，从去年 9 月开始出现了"两个主办方之争"，一度闹上法庭，直到开幕前不到 20 天才平息 风波。 同时，这算是历经 700 多天"价格战"短暂停火后的第一场车展。 从展馆的布局中，我们便能一窥汽车大战后的残酷格局： 头部企业地盘扩大，如吉利集团、华为的展台规模要明显比前几届大得多，奇瑞集团亮相53辆车。但品牌多样化却消失了 ——尽管多了乐道、萤 火虫、方程豹、 iCAR 等新面孔，但大多属于大车企的子品牌，代替了原来各种"新势力"和小品牌。合创、哪吒、高合、极越早已不见踪影，一 些转型不太成功的国外车企或合资车企也缺席了，如雪佛兰、现代、起亚、捷豹路虎…… 但无论如何，上海车展还是在一场血腥战争后有惊无险地来了。 点击图片▲立即收听 全球影响力最大的车展 据官方数据，本届车展的整体规模要高于上届。 张翔教授是北方工业大学汽车产业创新中心研究院研究员，见证了每一届上海车展的他，向小巴谈及一些新变化。 " ...