观车 · 论势 || 纯电动大型SUV的底气何来

Core Viewpoint - The era of range-extended SUVs is fading, while the era of pure electric SUVs is emerging, as indicated by NIO's CEO Li Bin, highlighting a significant shift in consumer preferences and market dynamics [1] Market Trends - In July 2025, pure electric passenger car sales reached 607,000 units, a year-on-year increase of 24.5%, while range-extended passenger car sales fell by 10.4% to 102,000 units [2] - From January to July 2025, the penetration rate of pure electric large three-row SUVs increased from less than 5% to 18%, significantly outpacing range-extended and plug-in hybrid counterparts [2] Product Dynamics - The core logic behind the popularity of range-extended models is their ability to alleviate range anxiety through "oil-electric conversion," but this design compromises interior space and increases maintenance costs [3] - The average annual maintenance cost for range-extended SUVs is approximately 1,000 to 2,000 yuan, while pure electric SUVs have a significantly lower cost of around 500 yuan [3] Technological Advancements - Innovations in battery technology, high-voltage platforms, and lightweight materials have enhanced the product capabilities of pure electric large SUVs, with mainstream models now offering a range exceeding 600 kilometers [4] - Charging infrastructure has improved, with home charging costs as low as 0.3 yuan per kilowatt-hour, resulting in an average annual electricity cost of 1,800 to 3,000 yuan for 20,000 kilometers driven [4] Competitive Landscape - The competition in the new energy SUV market is shifting from parameter-focused comparisons to a focus on overall user experience, emphasizing charging efficiency, intelligent features, and space optimization [5] - Future trends may see a fusion of SUV and MPV characteristics, leveraging pure electric platforms to maximize interior space and integrate smart configurations [5]