增程车会淡出主流市场吗

Core Viewpoint - The shift from range-extended electric vehicles (REEV) to pure electric vehicles (BEV) is becoming evident as the latter gains market momentum, with a significant increase in sales and a decline in range-extended vehicle sales [1][3]. Group 1: Market Trends - In July, China's pure electric vehicle retail sales reached 487,000 units, a year-on-year increase of 24.5%, while range-extended vehicles sold only 102,000 units, marking an 11.4% decline [1]. - The core advantage of range-extended vehicles, which was to alleviate range anxiety, is diminishing as advancements in battery technology and charging infrastructure improve the performance of pure electric vehicles [3]. Group 2: Technological Developments - Range-extended vehicles combine electric and fuel power, featuring a complex system that includes a battery, electric motor, and an engine-generator unit, which can lead to increased vehicle weight and reduced efficiency compared to pure electric vehicles [2]. - Many range-extended vehicles are now achieving pure electric ranges exceeding 400 kilometers, indicating a shift towards larger battery capacities and reduced reliance on fuel [4]. Group 3: Competitive Landscape - Traditional automakers and new entrants are increasingly adopting range-extended technology, but the market is evolving as pure electric vehicles offer better user experiences and cost efficiencies [2][4]. - The competition is pushing range-extended vehicles to adapt, potentially leading to a scenario where consumers may find it more economical to choose pure electric vehicles directly [4].