Group 1 - The core viewpoint indicates a significant shift in the SUV market, with pure electric large three-row SUVs achieving record sales of 46,209 units in November 2025, marking a 16% month-on-month increase and leading all powertrain types for three consecutive months [1] - The sales of range-extended vehicles have been declining, with a continuous year-on-year drop for five months, indicating a potential end to the growth phase that saw increases of 218%, 130%, 154%, and 70.9% from 2021 to 2024 [1] - NIO's CEO, Li Bin, emphasizes the transition from the golden era of range-extended large three-row SUVs to the golden era of pure electric models, aiming for a rebound in the fourth quarter [1] Group 2 - The sluggish growth of range-extended large three-row SUVs is attributed to cyclical adjustments by major brands like Li Auto and Aion, as well as the resolution of previous pain points such as insufficient electric vehicle range and inadequate charging infrastructure [2] - The competitive landscape for new energy large three-row SUVs is becoming crowded, with approximately 30 models expected to compete in the market next year, indicating a peak phase in the "gold rush" for this segment [2]
大三排SUV市场巨变：纯电销量连续三个月排名第一，增程连续五个月下滑
Zheng Quan Shi Bao Wang·2025-12-22 09:09