首次跌破16万元！新能源车降价了，纯电降得最狠

Core Insights - The recent trend in the Chinese electric vehicle (EV) market shows significant price reductions across various models, with some manufacturers offering substantial cash discounts and financing options to stimulate sales [1][2]. Group 1: Price Reductions and Promotions - The IM L6 model 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 also seen a price adjustment, offering a cash discount of 30,000 yuan, bringing the base 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 [1][2]. 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 compared to the same period last year [2]. - The average price reduction for new energy passenger vehicles in September was 19,000 yuan, with a reduction rate of 9.8% [2]. - A total of 23 models experienced price cuts in September, with 14 being new energy passenger vehicles, including 7 pure electric models [2]. Group 3: Structural Changes in Pricing - The average price of pure electric passenger vehicles in September was 190,000 yuan, with some models seeing price drops exceeding 10% compared to their minimum guidance prices for 2023-2024 [2]. - The average price of new energy passenger vehicles has fluctuated over the past six years, with the current average at 160,000 yuan [6]. - The increase in the proportion of entry-level pure electric vehicles has contributed to the overall decline in average prices, as higher-priced hybrid and extended-range models have decreased in market share [6]. Group 4: Market Dynamics and Future Outlook - The sales volume of new energy vehicles priced below 50,000 yuan has shown growth, with 670,000 units sold in the first nine months of this year [8]. - The decline in battery-grade lithium carbonate prices, which are projected to average around 91,000 yuan per ton in 2024, is expected to further influence EV pricing [8]. - Factors driving the price reductions include decreasing battery costs, technological advancements, supply chain efficiencies, and the need for manufacturers to address inventory pressures [8].