新能源乘用车又降价，六年来均价首次跌破16万元，纯电动车降得最狠

Core Insights - The recent price reductions in the new energy vehicle (NEV) market are significant, with various models offering cash discounts and financing options to attract buyers [1][4][5] Group 1: Price Reductions and Promotions - The IM L6 has introduced a cash discount of 3,000 yuan with additional promotional offers, including a 5,000 yuan prepayment exchange for a cash coupon worth 17,000 yuan [1] - The Avita 12 2025 model has seen a price adjustment with a cash discount of 30,000 yuan, bringing the net price below 250,000 yuan, along with a two-year interest-free financing option [1] - In September, the average price of new energy passenger vehicles dropped to 158,000 yuan, marking the first time in six years that the average price fell below 160,000 yuan [4][9] Group 2: Market Trends and Data - The average promotional discount for new energy passenger vehicles in September reached 10.2%, an increase of 2.6 percentage points year-on-year [5] - The average price reduction for new energy passenger vehicles in September was 19,000 yuan, with an overall discount rate of 9.8% [5] - A total of 23 models experienced price reductions in September, with 14 being new energy passenger vehicles, including 7 pure electric models [6] Group 3: Structural Changes in the Market - The average price of pure electric passenger vehicles in September was 190,000 yuan, with some models seeing price drops exceeding 10% compared to the lowest guidance prices for 2023-2024 [6] - The decline in average prices is attributed to a shift in product structure, with an increase in the proportion of entry-level pure electric vehicles and a decrease in higher-priced hybrid and extended-range models [9] - The penetration rates for micro new energy passenger vehicles reached 100%, while A0 and A-level new energy passenger vehicles had penetration rates of 80% and 44%, respectively [9] Group 4: Market Dynamics and Future Outlook - The sales of new energy vehicles priced below 50,000 yuan have shown significant growth, with 670,000 units sold in the first nine months of this year [13] - The decline in battery-grade lithium carbonate prices, which are projected to average around 91,000 yuan per ton in 2024, is contributing to the overall reduction in costs for new energy vehicles [13] - The ongoing price competition is seen as a strategy for automakers to manage inventory pressures and adapt to subsidy changes, while long-term trends suggest that technological advancements and economies of scale will continue to drive prices down [13]