增程车上“大电池”，这是要抢 C 位？

Core Viewpoint - The rise of range-extended vehicles (REVs) in the electric vehicle market is notable, as they are increasingly competing with pure electric vehicles by enhancing their battery capacities and electric range [1][4][12]. Group 1: Industry Position - The sales of range-extended vehicles are projected to reach 1.167 million units in 2024, representing a year-on-year growth of 78.7% [4]. - In the first half of this year, sales reached 538,000 units, showing a year-on-year increase of 16.5% [4]. - Predictions suggest that by 2025, sales could reach approximately 2.2 million units, with a long-term potential of 7.5 million units [4][6]. Group 2: Market Dynamics - The current adjustment period for REVs follows a phase of rapid growth, indicating a sustained market interest despite recent sales fluctuations [6][12]. - Over 90% of REV users primarily utilize electric mode for their daily travel, highlighting the importance of electric range in consumer preferences [10]. - The competitive landscape necessitates that REVs enhance their electric range to remain relevant, especially as mainstream electric vehicles achieve ranges of 500-700 km [12]. Group 3: Battery Capacity Competition - The trend of increasing battery capacity among REVs is a response to their evolving market position and the need to maintain competitiveness [8][18]. - The advancements in battery technology, such as higher energy density and lower costs, have made larger batteries more practical and economically viable [13][15]. - The cost implications of larger batteries are significant, as they can lead to higher vehicle prices, which may deter potential buyers [17]. Group 4: Economic Considerations - The operational cost benefits of larger batteries are evident, as they can significantly reduce energy costs compared to traditional fuel [15]. - However, the increased purchase price associated with larger battery models poses a challenge for market acceptance [17]. - Balancing the cost of larger batteries with consumer affordability is crucial for the sustained success of REVs in the market [18].