Zeekr Group Announces November 2025 Delivery Update

Rhea-AI Summary

Zeekr Group (NYSE: ZK) announced delivery results for November 2025. Total deliveries across Zeekr and Lynk & Co reached 63,902 vehicles, up 7.1% year‑over‑year and 3.7% month‑over‑month. The company reported 2.22 million cumulative users to date. Brand breakdown for November: Zeekr 28,843 vehicles and Lynk & Co 35,059 vehicles. The update presents monthly and annual delivery growth and per‑brand volumes for investors monitoring sales momentum.

News Market Reaction

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1 alert

% News Effect

On the day this news was published, ZK declined NaN%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

November deliveries: 63,902 vehicles YoY delivery growth: 7.1% MoM delivery growth: 3.7% +3 more

6 metrics

November deliveries 63,902 vehicles Total November 2025 deliveries across Zeekr and Lynk & Co

YoY delivery growth 7.1% November 2025 vs November 2024 deliveries

MoM delivery growth 3.7% November 2025 vs October 2025 deliveries

Cumulative users 2.22 million Total users across Zeekr and Lynk & Co

Zeekr brand deliveries 28,843 vehicles November 2025 Zeekr-branded deliveries

Lynk & Co deliveries 35,059 vehicles November 2025 Lynk & Co deliveries

Market Reality Check

Price: $26.73 Vol: Volume 94,908 vs 20-day a...

low vol

$26.73 Last Close

Volume Volume 94,908 vs 20-day average 357,242, indicating relatively light trading before the update. low

Technical Price at $26.80 is trading below the 200-day MA $27.28 ahead of the November deliveries release.

Peers on Argus

Peer moves were mixed: NIO +2.81%, VFS +1.23%, while LCID -0.19%, PSNY -13.29%, ...

Peer moves were mixed: NIO +2.81%, VFS +1.23%, while LCID -0.19%, PSNY -13.29%, PSNYW -15.37%. This points to stock-specific rather than broad sector trading around the Zeekr update.

Common Catalyst At least two EV peers, including NIO, also issued November 2025 delivery updates, signaling a sector-wide focus on monthly sales metrics.

Historical Context

5 past events · Latest: Dec 01 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 01	Monthly deliveries update	Positive	+0.0%	Reported November deliveries growth across Zeekr and Lynk & Co brands.
Nov 21	Merger election notice	Neutral	-0.4%	Outlined shareholder election deadlines and expected merger closing date.
Nov 16	Q3 2025 earnings	Positive	-1.0%	Delivered higher revenues and margins with sharply reduced net loss.
Oct 20	Earnings date set	Neutral	+4.5%	Announced timing for release of Q3 2025 financial results.
Oct 01	Monthly deliveries update	Positive	-1.1%	Reported strong September deliveries and new vehicle launches.

Pattern Detected

Recent history shows that strong delivery and financial updates have sometimes been met with flat or negative price reactions, while scheduling or procedural announcements drew a more positive response.

Recent Company History

This announcement continues Zeekr’s pattern of regularly reporting operating metrics. Earlier in October 2025, the company highlighted strong September deliveries of 51,159 vehicles. In Q3 2025, it reported 140,195 total deliveries and revenues of RMB31,562m. A merger election deadline update on November 21, 2025 and the Q3 results on November 16, 2025 were followed by modest negative moves, while the October notice setting the Q3 earnings date saw a 4.48% gain.

Market Pulse Summary

This announcement highlights continued volume expansion, with November deliveries reaching 63,902 ve...

Analysis

This announcement highlights continued volume expansion, with November deliveries reaching 63,902 vehicles, up 7.1% year-over-year and 3.7% month-over-month, and a cumulative user base of 2.22 million. It follows strong Q3 2025 figures, including 140,195 total deliveries. Investors may track upcoming monthly delivery releases, progress on the proposed merger, and future quarterly results to assess whether this growth trend remains consistent.

AI-generated analysis. Not financial advice.

HANGZHOU, China, Dec. 1, 2025 /PRNewswire/ -- ZEEKR Intelligent Technology Holding Limited ("Zeekr Group" or the "Company") (NYSE: ZK), the world's leading premium new energy vehicle group, today announced its delivery results for November 2025.

In November, Zeekr Group delivered a total of 63,902 vehicles across its Zeekr and Lynk & Co brands, representing increases of 7.1% year-over-year and 3.7% month-over-month. This achievement was made possible by the trust and support of over 2.22 million cumulative users. Specifically, the Zeekr brand delivered 28,843 vehicles, while Lynk & Co delivered 35,059 vehicles.

About Zeekr Group

Zeekr Group, headquartered in Zhejiang, China, is the world's leading premium new energy vehicle group from Geely Holding Group. With two brands, Lynk & Co and Zeekr, Zeekr Group aims to create a fully integrated user ecosystem with innovation as a standard. Utilizing its state-of-the-art facilities and world-class expertise, Zeekr Group is developing its own software systems, e-powertrain and electric vehicle supply chain. Zeekr Group's values are equality, diversity, and sustainability. Its ambition is to become a true global new energy mobility solution provider.

For more information, please visit https://ir.zeekrgroup.com.

Safe Harbor Statement

This press release contains forward-looking statements. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Statements that are not historical facts, including statements about the Company's beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties, and a number of factors could cause actual results to differ materially from those contained in any forward-looking statement. In some cases, forward-looking statements can be identified by words or phrases such as "may," "will," "expect," "anticipate," "future," "target," "aim," "estimate," "intend," "plan," "believe," "potential," "continue," "is/are likely to," or other similar expressions. Further information regarding these and other risks, uncertainties or factors is included in the Company's filings with the SEC. All information provided in this press release is as of the date of this press release, and the Company does not undertake any duty to update such information, except as required under applicable law.

Investor Relations Contact

In China:

ZEEKR Intelligent Technology Holding Limited
Investor Relations
Email: ir@zeekrlife.com

Piacente Financial Communications
Tel: +86-10-6508-0677
Email: Zeekr@thepiacentegroup.com         

In the United States:

Piacente Financial Communications
Brandi Piacente
Tel: +1-212-481-2050
Email: Zeekr@thepiacentegroup.com

Media Contact

Email: Globalcomms@zeekrgroup.com

 

View original content:https://www.prnewswire.com/news-releases/zeekr-group-announces-november-2025-delivery-update-302628856.html

SOURCE ZEEKR Intelligent Technology Holding Limited

FAQ

How many vehicles did Zeekr Group (ZK) deliver in November 2025?

Zeekr Group delivered 63,902 vehicles in November 2025 across Zeekr and Lynk & Co.

What were Zeekr Group's year‑over‑year and month‑over‑month delivery changes in November 2025?

Deliveries increased 7.1% year‑over‑year and 3.7% month‑over‑month in November 2025.

How were November 2025 deliveries split between Zeekr and Lynk & Co for ZK?

In November 2025, Zeekr delivered 28,843 vehicles and Lynk & Co delivered 35,059 vehicles.

What cumulative user base did Zeekr Group report as of November 2025?

Zeekr Group reported a cumulative user base of 2.22 million users.

Does the November 2025 delivery update for ZK include guidance or earnings figures?

No; the update reports delivery volumes and cumulative users but does not include earnings or financial guidance.

How can investors interpret Zeekr Group's November 2025 delivery growth for stock ZK?

The figures show continued delivery growth (7.1% YoY, 3.7% MoM) and per‑brand volumes, which investors may use to assess sales momentum.