汽车视点 | 10余款新车上市，别克“真龙”入局，增程车成市场“新宠”

Core Viewpoint - The launch of the "Zhenlong" range extender system by SAIC-GM Buick marks a significant advancement in the competitive landscape of range-extended electric vehicles (REEVs) in China, with a focus on local technology development and market adaptation [1][3][10]. Industry Trends - The range extender market in China has seen rapid growth, with the market share of REEVs in total new energy vehicle sales increasing from 3.6% in 2022 to 9.1% in 2024, indicating a strong upward trend [3][4]. - In 2024, the cumulative sales of range extender electric vehicles are projected to reach 1.167 million units, representing a year-on-year growth of 78.7%, outpacing both pure electric and plug-in hybrid vehicles [3][4]. Company Developments - SAIC-GM plans to launch five new Buick models based on the new "Xiaoyao" super fusion architecture within the next eight months, with all domestic new energy models from Buick to be developed on this platform starting in 2025 [3][10]. - The "Zhenlong" system is designed to address the evolving industry trend towards multi-drive, hardware-software integration, and comprehensive fusion in electric vehicles [3][8]. Competitive Landscape - Numerous brands, including Changan Mazda, XPeng Motors, and GAC Toyota, are entering the range extender market, with over ten new models expected to launch by 2025 [5][6]. - The success of Li Auto in the range extender segment has catalyzed other manufacturers to explore this market, with Li Auto projected to sell over 500,000 units in 2024 [7][8]. Market Dynamics - The market share of range extender vehicles in various price segments (20-30 million, 30-40 million, and 40-50 million) has surpassed the overall market share of 10%, indicating strong demand in higher price brackets [7][8]. - Industry experts suggest that the entry of traditional automakers into the range extender market is driven by the need to leverage existing platforms for new product offerings, as opposed to transitioning pure electric platforms to hybrid ones [8][9]. Technological Advancements - The "Zhenlong" system aims to mitigate common issues associated with range extenders, such as performance degradation in low battery states and noise during engine operation, by incorporating advanced design features and safety measures [12][15]. - The Buick Zhijing L7, equipped with the "Zhenlong" system, boasts a pure electric range of 302 kilometers and a total range exceeding 1400 kilometers, positioning it competitively in the market [12][10]. Future Outlook - Experts predict that range extender electric vehicles will not only coexist with pure electric and plug-in hybrid vehicles but will also become a mainstream option in the automotive market, contributing to carbon neutrality goals [15][16].