Multiple new car orders are booming beyond expectations, ZEEKR may face supply chain pressure

In terms of supply chain news, the launch orders for the refreshed ZEEKR 001 are booming, with the number of locked orders quickly surpassing 10,000, setting a historical daily sales record. The unexpectedly high orders also pose challenges for battery supply, and the delivery cycle for related models may be extended. As we enter the fourth quarter, ZEEKR is facing capacity issues for several models due to key components such as batteries