Lynk & Co / Zeekr Deliveries : 2025-26 (Q1-Q3)

Zhejiang Geely Holding Group Co has many brands within its sphere of operation. Data is not its strong point but I've scraped together some data that seems kosher. We will look at two of the brands here.

First up, Lynk & Co. 2025 deliveries came to 350,000 units. up 23% on 2024. 2026 started strongly as deliveries increased 12% and exceeded 81,000. Since then, things went south and by Q3, they were down 41%. It's currently -19% YOY. 

Owner Geely had a forecast of 400,000 deliveries for 2026. New models will help but it seems reaching that target is now unrealistic. The 350,000 total from a year ago would be a good achievement from here. 

The models in the range are the 01, 02, 03, 05, 06, 07, 08, 09, 10+, Z20 and 900. That's quite a range for the number of cars sold. The passenger cars and SUVs they sell are surprisingly similar for such a large number of models. The 07 GT wagon hit the road in July. 

Then on to Zeekr and that is a very different story. It had 224,000 deliveries in 2025, up 1%. This year YTD it is already at over 288,000 deliveries, exceeding last year's total with a quarter of the year to spare. 

The model range includes passenger car, crossover, SUV options but also a luxury MPV (009). Again apart from the MPV, all rather similar but if they are selling well, it is workig well in this case. The 9X flagship SUV was released in July. 

So deliveries YOY are up 101% by Q3. Zeekr is certainly doing well, while Lynk & Co is struggling. It's a crowded market place out there and competition is intense. 

Data source: Geely. Models shown are the Lynk & Co 01 top. The middle photo is of the rear seats of the Zeekr 009 MPV. Quite posh, aren't they? 
The lower photo the Zeekr X model.

Tesla Delivery & Production Figures : 2026 (Q1-Q3)

Tesla deliveries were down 4% in Q3 but production up 2%, both exceeding 1,300,000 YTD. Deliveries have outpaced production for two consecutive quarters, so the inventory build up in Q1 has been dealt with decisively.  

Both deliveries and production are 205 short of 2025 but 2026 still has a quarter to go. YOY and both are up 8% on 2025. I would have thought that was a pleasing situation to be in all things considered.  This would indicate that 2026 volume will be ahead of last year and possibly by a reasonable margin.

Data & photo source: Tesla.

Rivian Deliveries & Production : 2026 (Q1-Q3)

Rivian produced and delivered over 19,000 vehicles in Q3 2026, which is a nice increase. The full year estimate figure remains at the 65,000 to 70,000 region. That will require a Q4  total of 30,000 vehicles. The R2 is ramping up the volume sufficiently to achieve those target numbers. Rivian estimates it will deliver around 20,000 to 25,000 of that model by the end of the year. 

Looking at the data below shows that Q3 deliveries and production are well ahead of the corresponding period in 2025. 2025 has already been reached with a quarter still to come. YOY comparison shows Rivian deliveries are up 29% and production likewise up 36%.

So the current line up is the R1S large SUV, R1T pick up and now the R2 medium sized SUV. In 2027, when the small R3 SUV arrives, the range will be filling out nicely. 

Data & photo source : Rivian (R2 & R1T)