Zero-run global delivery exceeded 1.5 million units! Planning exposure! Speed up the sea + landing of many new cars!

On June 18, Zero Car announced that the cumulative global vehicle delivery of the brand exceeded 1.5 million units. According to official data, the cumulative delivery of the brand reached 1 million units in October 2025, and the delivery period from 1 million to 1.5 million units was only 8 months. According to the brand's complete delivery timeline, the first complete vehicle delivery was completed in June 2019, and a total of 500,000 units were delivered in October 2024, and the delivery growth rate continued to increase. From the perspective of phased sales in 2026, the monthly delivery volume of Zero Run continued to rise. In May 2026, 81,569 units were delivered worldwide, up 81% year-on-year, setting a new high for brand monthly delivery. In terms of the C16 domestic market, the C series models are the main force of brand sales, with a concentrated layout of 120,000-250,000 yuan for domestic new energy, which is the basic sales volume of the brand. After the entry-level A series models are listed, they will be cut into the 60,000-120,000 yuan generational hiking track, which is used to drive the overall delivery scale. The overseas market has formed a steady increase. Europe is the core overseas region. Germany, the United Kingdom, and Italy contribute the main overseas sales. The overseas business has achieved periodic profitability. The brand has set a target of 100,000 to 150,000 overseas payments in 2026. Zero-run A10 Zero-run cars have a global delivery target of 1 million units in 2026, of which the domestic delivery target is 850,000 to 900,000 units, and the overseas delivery target is 100,000 to 150,000 units. At the product structure level, the new model plan will contribute 40% of the annual sales, and the current model will bear the remaining 60% of the delivery; the proportion of D series high-end models will gradually increase, and the overall profit structure will be adjusted. The channel side plans to exceed 1,000 domestic offline stores by the end of the year, sink the third- and fourth-tier markets, and add high-end experience stores in first- and second-tier cities at the same time. Zero-run D19 going to sea is one of the core tasks in 2026. The brand plans to start the construction of its own factory in Europe in the second quarter, and rely on the Stellantis Spanish factory to carry out localized assembly and production of CKD in the fourth quarter, so as to reduce import tariffs and logistics costs and adapt to the European market pricing system. In terms of market expansion, in addition to cultivating the European market, the layout of Southeast Asia and the Middle East is synchronized, and the vehicle configuration is adjusted according to local regulations and charging environment. The proportion of domestic and foreign sales in long-term planning is gradually balanced.