又有重磅新品发布！增程车越造越多，但销量有点“涨不动了”；会被纯电车取代吗？多位专家解读

Core Insights - The launch of new range-extended electric vehicles (REEVs) by various manufacturers indicates a growing interest in this segment, with over 20 models expected to be released by 2025 [1][2] - Despite the enthusiasm for REEVs, the market is experiencing a slowdown in sales growth compared to pure electric vehicles (EVs) [1][2] - The shift in technology for REEVs is moving towards larger battery capacities combined with smaller range extenders, aiming to enhance competitiveness against pure EVs [4][5] Market Performance - In September, the wholesale sales of pure electric vehicles reached 947,000 units, a year-on-year increase of 32.4%, while REEVs sold 129,000 units, showing a modest year-on-year growth of 8.7% [1][2] - For the entire year of 2024, the growth rate for REEVs is projected at 78.7%, significantly lower than the 83.3% for plug-in hybrid vehicles and 15.5% for pure EVs [2] - The market share of pure EVs has risen to 63%, while REEVs hold only 9% of the market, reflecting a decline in their share [2] Technological Developments - The cost reduction of key components, particularly lithium carbonate for batteries, has enabled lower pricing for pure EVs, enhancing their market appeal [3] - New models with larger battery capacities are being introduced, such as the 80.3 kWh battery in the Leap D19, which exceeds many pure EVs in range [4][5] Consumer Perspectives - Consumers express concerns that the shift to larger batteries in REEVs may dilute their primary advantage of quick refueling compared to traditional gasoline vehicles [5] - The necessity for REEVs remains acknowledged, particularly for users in areas with limited charging infrastructure [6][7] Future Outlook - Industry consensus suggests that while REEVs will continue to exist, the market will increasingly favor pure EVs, with projections indicating that by 2040, pure EVs could account for 80% of the new energy vehicle market [7]