跨国车企近期纷纷聚焦这一技术路线，增程式“第二次黄金时代”开启？

Core Viewpoint - The rise of range-extended electric vehicles (REEVs) marks a "second golden age" for this technology, as major automakers like Hyundai, Ford, and Stellantis are increasingly investing in REEVs to meet diverse consumer demands and overcome challenges in the electric vehicle market [2][6][10] Industry Trends - The global automotive industry is shifting towards renewable energy, with REEV technology moving from a controversial position to a central focus for multinational automakers [3][10] - Major companies are recognizing REEVs as a key technology for overcoming market challenges and achieving electrification goals, driven by a combination of market demand, technological advancements, and supportive policies [3][6] Market Demand - The rise of REEVs aligns with consumer needs for versatile vehicle usage and long-range capabilities, particularly in markets like North America where consumers prefer trucks and SUVs with extended range [3][4] - REEVs are particularly advantageous in regions with inadequate charging infrastructure, allowing for long-distance travel without range anxiety [8][10] Technological Advancements - The evolution of REEVs from "small battery, large fuel tank" to "large battery, small fuel tank" has significantly improved their range and reduced emissions [4][5] - Recent advancements in battery technology have lowered costs and allowed for larger battery capacities, enhancing the electric range of REEVs and reducing reliance on fuel generators [5][6] User Experience - REEVs are providing a superior user experience by reducing the frequency of charging and offering a quieter, more comfortable ride compared to traditional hybrid vehicles [6][7] - High customer satisfaction is reflected in a 65% repurchase rate for REEVs, compared to 42% for pure electric vehicles, indicating growing consumer loyalty [7] Future Outlook - The International Energy Agency (IEA) predicts that by 2030, REEVs will account for 18% of the global new energy vehicle market, highlighting their emerging importance alongside pure electric and hybrid vehicles [7] - Despite the promising outlook, REEVs will face competition from pure electric and hybrid technologies, necessitating ongoing innovation and adaptation [8][9] Industry Transformation - The shift towards REEVs is prompting automakers to adopt a "scene-oriented" development approach, focusing on real user needs and practical applications [9][10] - The development of REEVs is fostering a new paradigm in the automotive industry characterized by the coexistence of multiple technologies, contributing to sustainable growth [10]