Introduction: Whether it is from the sales target of 50,000 units per year or the demand for mid-to-high-end configurations from most consumers, Zeekr 001 is enough to be defined as success. Of course, this is a story for later, as delivery has just begun, and challenges have just begun. As a new brand derived from Geely, Zeekr is facing issues such as supply chain guarantees, internal constraints, and new sales models that need to be addressed.
On April 15th this year, the Zeekr brand was officially released, and the first new car, 001, also began simultaneous pre-sale. The “new forces”+ “hardcore product power” play has made Zeekr 001 instantly popular, and the birth of the Zeekr brand has become a phenomenal event.
In view of 001’s popularity exceeding expectations, Zeekr announced that it will stop accepting new orders from June 15th, showing its dominance. However, although 001 is extremely popular, its true number of orders has not been disclosed, which has aroused great interest in the industry. How well is Zeekr 001 selling has become a hot topic.
Today, this data finally has some clues. The electric power and King Kong new energy reporters noticed that a chart resembling Zeekr 001’s sales target is being spread in the new energy community, as shown in the following figure.
The chart is entitled “Zeekr 001 Rolling 12-Month Plan-Summary Version”, which is guessed to be a statistical data table made by internal sales based on order situations.
It can be seen that Zeekr 001 is expected to sell 600 units in September and reach 6,000 units at the end of the year, with a total of 13,114 units this year. From January to August next year, Zeekr 001 is expected to sell 35,000 units. From September this year to August next year, Zeekr 001 will sell a total of 48,114 units.
We have also obtained another important piece of information exclusively from a designated supplier of Zeekr 001, that the quantity of their parts is about 3,000 units per month (one car per unit), plus the quantity from another supplier, which makes the above sales data highly reliable.
Looking at the specific reservation situation, there are three items in this table:1. Versions (powertrains), as can be seen from September of this year until August of next year, the 100kWh AWD (YOU version) has the most orders, which is the top-of-the-line version with a retail price of 360,000 yuan.
In fact, the highest selling variant of the XPeng P7 is also the Pengyi version priced at 360,000 yuan, which is very interesting. This shows that for smart EVs, consumers don’t have too much emphasis on brand power but rather on product strength. This product characteristic is a great opportunity for new Chinese smart EV brands.
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In terms of exterior design, only this year’s orders were counted, with Electric Blue having the highest demand, followed by Laser Grey.
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For the roof, only this year’s order situation was counted. The demand for Piano Black sports components was the highest, followed by body color roof, while the trendy “color conflict” demand in recent years was the lowest.
Whether it’s from a sales target of 50,000 units per year or from the demand for mid-high-end variants, the success of JiKe 001 can be defined. Of course, this is a side story, as delivery has just begun, and the challenges have only just begun. As a new brand derived from Geely, supply chain guarantee, internal constraints, and new sales models are all waiting for JiKe to answer.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.