r/nio
Note on Zeeker delivery numbers
Author argues Zeekr's threat to NIO is temporary as pure EVs will regain dominance over plug-in hybrids due to better battery tech.
- Pure EVs are steadily reclaiming dominance in China's NEV market, accounting for 60-62% of sales.
- Range anxiety is abating due to improvements in battery technology, which favors pure EV makers like NIO.
Zeeker, as far as I know , has 2 models as plug-in hybrids (8x and 9x). I could not find the breakdown of pure EV numbers . I shoud’ve noted it .
According to data,
“the share of pure electric vehicles (BEVs) in China is increasing compared to plug-in hybrids. While hybrids experienced a massive boom in previous years, pure EVs have steadily reclaimed dominance, now accounting for approximately 60% to 62% of all new energy vehicle (NEV) sales in China.”
…. hence my comment “…. Zeeker seems to be competitive with NIO, but their days are numbered” below the table I posted. I’m sure some of the Zeeker sales are due to “range anxiety” amongst buyers, which certainly is abating with improvements to battery technology.
they’re not mutually exclusive. eg: Nio might lose a customer to a Zeekr hybrid. you can’t put consumers into tiny little boxes.