北京车展点评：自主品牌深入新能源细分市场，合资品牌进入合资模式2.0时代

Investment Rating - The report rates the industry as "Positive" [2] Core Insights - The 2024 Beijing International Auto Show showcased a significant shift towards new energy vehicles (NEVs), with NEVs accounting for nearly 80% of the total new cars displayed, marking the highest proportion in the history of the event [3][4] - The report highlights a transformation in consumer perception regarding domestic brands and NEVs, as joint venture brands collaborate with Chinese companies to launch smart electric vehicles, reshaping the market landscape [4] - The increase in plug-in hybrid electric vehicles (PHEVs) is notable, with their share rising from 18.1% at the 2023 Shanghai Auto Show to 25.6% at the 2024 Beijing Auto Show, indicating a potential large-scale replacement of traditional fuel vehicles [4][8] Summary by Sections Event Description - The 2024 Beijing International Auto Show, themed "New Era, New Cars," took place from May 4, 2024, covering an area of 220,000 square meters, featuring 117 global debuts and 278 new energy models [3] Event Commentary - The report discusses the emergence of a "Joint Venture 2.0" era, where consumer awareness of domestic brands and NEVs is evolving. Joint venture brands are launching electric models, which is changing consumer attitudes towards NEVs [4] - The report anticipates that PHEVs will increasingly replace traditional fuel vehicles due to their advantages in cost and convenience, as evidenced by the rising number of PHEVs at the auto show [4][8] Key Models Overview - The report lists several key models introduced at the auto show, emphasizing the focus on new energy vehicles. Notable models include the BYD Seal 06, Changan Mazda EZ-6, and various models from other domestic and international brands [9][12]