晚点LatePost·2025-10-01 10:04Core Viewpoint - The demand for large six-seat SUVs in the Chinese market is significantly driven by multi-child families and urban immigrants, leading to a rapid increase in product offerings and market growth [4][12][13]. Group 1: Market Dynamics - The launch of multiple large six-seat SUVs, including the Tengshi N9 and Galaxy M9, indicates a booming market with significant consumer interest, as evidenced by pre-order numbers exceeding 23,000 within 24 hours for Galaxy M9 [5][12]. - The market for large six-seat SUVs is projected to grow from approximately 300,000 units in 2023 to over 1 million units by 2027, highlighting a strong upward trend [13][14]. Group 2: Consumer Segmentation - The demand for large six-seat SUVs can be categorized based on life stages, with significant needs arising from families with multiple children and three-generation households [6][9]. - Urban immigrants, often with multi-child families, are increasingly opting for large six-seat SUVs due to their practicality for family travel and commuting needs [12][13]. Group 3: Product Offerings and Trends - The large six-seat SUV market is characterized by three energy types: pure electric, range-extended, and plug-in hybrid, with range-extended vehicles currently dominating sales [15][18]. - The range-extended SUV segment has seen substantial sales, with models like the Ideal L9 and Wanjie M9 leading the market, indicating a preference for vehicles that alleviate range anxiety while providing a family-friendly experience [18][19]. Group 4: Competitive Landscape - The competitive landscape is intensifying, with various brands entering the market, including new entrants like Xiaomi and Xiaopeng, which are expected to introduce innovative products [29][30]. - The market is becoming increasingly competitive, with companies racing to capture market share before segments become saturated, particularly in the mid-range and luxury categories [30].