Group 1 - The crowdfunding period is set from November 24, 2025, 12:00 to December 24, 2025, 12:00, targeting the 2024 Zeekr 001 and 2024 Zeekr 009 models equipped with LiDAR [4] - The crowdfunding price for the 2024 Zeekr 001 is 13,500 yuan, requiring 3,000 participants to succeed, while the 2024 Zeekr 009 is priced at 18,500 yuan, needing 1,500 participants [8] - If the crowdfunding is successful, notifications regarding subsequent services will be sent via the Zeekr App, and refunds will not be supported post-success [12] Group 2 - The upgrade will implement the NVIDIA DRIVE Thor-U platform for the advanced driving assistance system, featuring functions like NZP full-domain navigation assistance and HPA memory parking assistance [12] - The replacement of the driving assistance system will not affect the vehicle's warranty, with specific warranty terms based on the remaining vehicle warranty [13]

Core Insights - Zeekr Automotive has adopted a crowdfunding model to upgrade older models with advanced driver assistance systems, addressing the issue of rapid technological obsolescence for existing users [2][3] - This approach not only satisfies the demand for cutting-edge technology among older users but also alleviates the financial burden on automakers associated with free upgrades, providing a new path for balancing technological advancement and user rights [2][3] User Loyalty Investment - Zeekr announced a crowdfunding plan for the 2024 models of Zeekr 001 and 009, with actual payment prices of 13,500 yuan and 18,500 yuan respectively [2] - The upgrade involves a complete overhaul of the vehicle's driving system, replacing the existing Mobileye Q5H chip with the NVIDIA DRIVE Thor-U platform, enabling advanced features like memory parking and full-domain navigation assistance [2][3] - The crowdfunding model reflects a long-term investment philosophy by automakers, aiming to enhance user experience while managing costs associated with upgrades [2][3] Hardware and Software Challenges - The cross-platform reconstruction involved in this upgrade presents significant challenges, including interface compatibility and system-level modifications [3] - The substantial upfront investment for the upgrade, estimated at nearly 200 million yuan for initial R&D, indicates the economic risks involved, but also highlights the commitment to maintaining brand reputation and user loyalty [3] Legal and Compliance Considerations - The legality of such hardware upgrades is under scrutiny, with existing laws prohibiting unauthorized modifications to registered vehicles [4] - Upgrades must comply with safety standards and require user consent to be deemed legal, emphasizing the importance of thorough safety verification [4][5] Service Network Development - Establishing a robust after-sales service network is crucial for automakers to transition from product manufacturers to service operators, aligning with the industry's high-quality development trends [5] - A well-structured service network is essential for ensuring user satisfaction and sustainable growth in the electric vehicle sector [5] Transition to Service-Oriented Manufacturing - The crowdfunding model serves as a financing mechanism that consolidates dispersed resources for upgrading automotive systems, reflecting a value co-creation philosophy [6] - This model can lower investment costs for automakers and enhance user engagement, although profitability may be challenging in the short term [6] - The shift towards service-oriented manufacturing is driven by changing consumer demands for comprehensive mobility solutions, necessitating innovation in service delivery [7][8]