人人适配新能源车并不现实！长安汽车副总杨大勇：未来至少35%用户仍选燃油车【附新能源汽车行业市场分析】

Group 1 - The core viewpoint is that despite the rapid development of electric vehicles (EVs), traditional fuel vehicles will still maintain a significant market presence, with at least 35% of users expected to continue choosing fuel vehicles in the future [2] - As of July 2023, the number of private charging piles in China was only 12.49 million, indicating that for many households without charging facilities, fuel vehicles remain a more practical choice [2] - The sales structure of fuel vehicles and EVs is projected to be 35:65 in the future market [2] Group 2 - The penetration rate of new energy vehicles in China reached 31.6% in 2023, a significant increase from 2022, and is expected to rise to 40.3% in early 2024 [3] - By the first half of 2025, the penetration rate is anticipated to reach 44.3%, marking a historical high for the same period [3] Group 3 - The advancement of battery technology, particularly the rise of solid-state batteries, is seen as a key factor in enhancing the range of EVs and improving user acceptance [6] - Solid-state batteries offer higher energy density and safety compared to traditional lithium-ion batteries, potentially alleviating "range anxiety" for consumers [6] - Companies like Chery, CATL, and SAIC have plans to implement solid-state batteries in vehicles by 2026 and achieve mass production by 2027 [6] Group 4 - The growth of EVs necessitates an improved charging infrastructure; without adequate charging station deployment, users may still face "charging difficulties" despite advancements in vehicle range [8] - The proliferation of EVs relies not only on battery technology but also on the development of charging networks and vehicle-to-grid (V2G) systems [8] Group 5 - Geely's president predicts that in two to three years, there will be a balance between fuel and electric vehicles, potentially altering how capital markets value automotive companies [9] - The future of fuel and electric vehicles may not be about one replacing the other, but rather how they can coexist and adapt within the industry ecosystem [9]