蔚来李斌:相信2030年新能源渗透率会超过90%,大趋势不可逆
Xin Lang Ke Ji·2025-11-21 04:54

Core Insights - The electric vehicle (EV) segment is experiencing the fastest growth among all energy types, with a penetration rate exceeding 22% in the high-end market traditionally dominated by gasoline vehicles [1] - Over 60% of new users for the all-new ES8 come from traditional high-end brands such as BBA and Porsche, indicating a significant shift in consumer preferences [1] - More than 40% of users transitioning to electric SUVs are coming from traditional gasoline sedans, highlighting a notable trend in the conversion of business-oriented consumers [1] - The company predicts that by 2030, the penetration rate of new energy vehicles in China's new car sales will exceed 90%, suggesting a strong and irreversible trend towards electrification in the automotive market [1]