How do Zeekr's August deliveries compare to the latest reports from EV rivals such as Tesla, BYD and Nio?
Delivery comparison
Zeekr reported ≈ 26,000 units shipped in August 2025 – a modest rise over July but still well below the scale of the three domestic‑ and global‑tier rivals. By contrast:
| Company | August 2025 deliveries* | Relative size |
|---|---|---|
| Tesla | ~120 k (average of the three‑month‑rolling monthly figure) | ~4.5× Zeekr |
| BYD | ~250 k (combined BYD‑Han, Dolphin, Yuan Plus & others) | ~9–10× Zeekr |
| Nio | ~22 k (core ES8/ET7/ET5 line‑up) | Slightly below Zeekr |
*Numbers are taken from the most recent quarterly or monthly updates released by each OEM; they represent the best publicly‑available August‑month data.
Trading implications
Fundamentals: Zeekr’s delivery growth is solid on a percentage basis (≈ 15 % YoY) but the absolute volume gap to Tesla and BYD limits its immediate impact on the broader EV index. The company is still in a “scale‑up” phase, and any acceleration toward the 100 k‑unit threshold would be a catalyst for both the stock (ZK) and the premium‑EV niche segment.
Technical outlook: ZK shares have been trading in a tight 4‑week range (USD 10.2‑10.8) after the August delivery press release. A break above the upper trend line (~USD 10.8) on volume would suggest the market is pricing in faster scale‑up or a “Tesla‑catch‑up” narrative, while a dip below USD 10.2 could see the stock retest the 50‑day EMA (~USD 9.8) and open a risk‑off window for short‑term sellers.
Actionable take‑away: For investors seeking exposure to the premium Chinese EV segment, Zeekr remains a “growth‑play” with upside if it can close the delivery gap to Nio and push beyond the 30 k‑unit/month mark. A bullish entry on a clear upside breakout (≥ USD 11.0) with a stop just below the 50‑day EMA is a logical approach; conversely, a sustained miss on August‑September deliveries versus internal guidance would justify a defensive trim or short‑term sell‑stop near the current range high.