Specialist
Former manager at China-based EV manufacturer
Agenda
- 2023 new energy vehicle demand outlook and competitive landscape
- Zeekr’s 2023 new product planning and sales outlook
- Zeekr’s product mix, prices and performance, plus brand positioning
- Store quantity, sales models, profitability and recent delivery timeframe
Questions
1.
What is Zeekr’s brand positioning in the automotive industry?
2.
You said Zeekr is positioned as a mid-to-high-end brand in Geely’s NEV segment. What are the differences between Zeekr and the other brands, such as Geometry, in product planning and design? For instance, which brands perform better in intelligence?
3.
What are the competing products of Zeekr 001 and 009 respectively?
4.
What are the highlights and shortcomings of Zeekr 001 and 009 compared with vehicles of the same price or body style?
5.
What is Zeekr’s delivery volume trend from H2 2022 or Q4 2022 to January 2023?
6.
You mentioned the impact of Tesla’s and other auto manufacturers’ price reductions on Zeekr’s market share. Tesla announced on 10 February that it would raise the price of the RWD version of Model Y by RMB 2,000, which is after its price cuts. What do you think of Tesla’s price adjustment strategy?
7.
You said that Zeekr delivered over 3,000 vehicles in January. The data I saw was 3,100 vehicles. How many of the vehicles delivered in January were 009, and how many were 001?
8.
What adjustments or improvements have been made to the 2023 version of Zeekr 001 compared with the previous version?
9.
Why did you say the delivery timeframe of Zeekr 009 cannot be guaranteed?
10.
What do you think of the demand for MPVs in the NEV segment?
11.
What do auto manufacturers think of the Qilin battery?
12.
What do you think of the sales growth of NEVs in 2023 with the withdrawal of NEV subsidies?
13.
You said the competition in the industry will grow fiercer. What do you think of the competitive landscape in 2023 or onward?
14.
As you said, the price of Zeekr 001 will be impacted by Tesla’s price cuts. What enabled Tesla to cut its prices? Was it because Tesla’s costs were relatively low?
15.
You mentioned the price of BYD’s Qin Plus 2023 will drop to RMB 99,800. Does that mean BYD can also control its costs well?
16.
According to your observation, will more auto manufacturers develop their own battery production capacity in the future?
17.
Based on your understanding of Zeekr’s product planning, in addition to 001 and 009, what products will Zeekr develop to complete its product matrix?
18.
What is the possible sales target of Zeekr in 2023?
19.
You suggest that we pay attention to the sales of Zeekr’s new models. Do you think Zeekr 009, Zeekr X and even saloons will contribute great sales volumes?
20.
Do you think Zeekr can solve the problems leading to complaints and negative feedback from customers in the short to mid term?
21.
What did Zeekr do last year to improve its sales and optimise its channels? Why do you speak so highly of its performance in 2022?
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