Delivery Figures

Chinese electric vehicle stocks surged on Thursday, driven by strong June delivery data. BYD shares rose nearly 9%, while Xiaomi’s climbed around 5%. Xiaomi exceeded 30,000 deliveries for the third straight month, hitting over 180,000 units in the first half of the year. BYD reported a 5.46% year-over-year increase in June sales, with Deutsche Bank projecting a substantial profit jump for the company in Q2. These robust performances indicate growing market penetration and manufacturing prowess for Chinese EV makers.

Zeekr Intelligent Technology Holding Limited (ZK) announced October 2025 deliveries of 61,636 vehicles across Zeekr and Lynk & Co brands, a 9.8% year-over-year increase and a 20.5% month-over-month jump. Zeekr-branded EVs accounted for 21,423 units. The growth is attributed to customer trust, with over 2.15 million cumulative users. Zeekr focuses on differentiation through vehicle design, ADAS, OTA updates, and charging infrastructure. Analysts emphasize the importance of software, e-powertrain technology, and EV supply chain development for Zeekr’s long-term competitiveness.