乘用车车企新能源与油耗双积分办法发布实施以来，与相关政策协同，有力促进了我国汽车行业节能减排，保障了新能源汽车产业快速发展。此次政 策修订也是加速发挥政策效力，实现积分管理更有约束力的举措，对行业的技术积累和加速新能源转型的促进效果将逐步体现。 1、双积分政策修订要点2026年48%和2027年58% | | 新能源零售 | | 25.10月 25年累 24年 23年 22年 21年 | | | 20年 19.年 18.年 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 渗 | 豪华 | 22.2% 28.5% 28.8% | 25.9% 20.1% | | | 14.6% 7.0% | 1.5% | 1.2% | | 透 | 主流合资 | 7.0% 5.9% | 6.7% | 5.3% | 4.3% | 2.3% 1 1 04 | 1 0.8% | 0.1% | | 率 | 自主 | 77.9% 74.0% 70.0% | | 58.4% | 49.1% | 28.9% 2.2% 1.8% 10.7% | | | | | 总体 ...

Core Insights - The rise of range-extended electric vehicles (REEVs) has shifted the market dynamics, with many automakers transitioning from a pure electric focus to adopting range-extending technologies due to consumer demand for longer driving ranges and faster refueling options [2][3][4] - The battery capacity of range-extended models has significantly increased, evolving from a "small battery + large range extender" approach to a "large battery + small range extender" strategy, enhancing consumer perceptions of range-extended vehicles [2][4][8] Battery Capacity Trends - The average battery capacity of range-extended vehicles has grown from approximately 36.17 kWh in 2021 to 43.77 kWh in 2023, marking a 20.54% increase [4] - By 2025, the average battery capacity of several key models is projected to reach 45.47 kWh, reflecting a 19.68% growth over two years [5] Market Competition - The competition among range-extended vehicles has intensified, with a notable increase in models offering pure electric ranges exceeding 300 km, driven by consumer preferences for longer ranges [6][9] - Major automakers are increasingly investing in larger battery packs to differentiate their products in a competitive market, particularly in the mid-range segment [9][10] Factors Driving Change - The decline in battery costs, which have dropped over 80% in the past decade, has enabled manufacturers to increase battery capacities economically [8] - The proliferation of fast-charging infrastructure supports the development of long-range models, enhancing their usability and appeal to consumers [8] User Demand and Experience - Consumer demand for longer electric ranges has become a focal point for automakers, with many previously committed to pure electric models now entering the range-extended market [9][10] - The user experience is being prioritized, with companies aiming to provide a driving experience akin to that of pure electric vehicles [10] Future Outlook - The automotive industry is divided on the future of range-extended vehicles, with some experts viewing them as transitional technologies while others believe they are establishing themselves as a distinct category [13][14] - The ongoing evolution of battery technology and market dynamics suggests that larger battery packs will continue to be a trend, although there may be a future shift towards smaller batteries as technology matures [14]

Core Viewpoint - The transition from the "dual credit" policy to a new "carbon credit" management system is essential for the future of the Chinese automotive industry, driven by the need to align with national "carbon dual control" strategies and to address broader carbon emission challenges [2][3]. Group 1: Necessity of Transition - The "dual credit" policy, initiated in 2013, successfully boosted the production and sales of new energy vehicles, but the focus has shifted from energy security to a broader "carbon" agenda [2]. - The national strategy will transition from "energy consumption dual control" to "carbon emission dual control," allowing more flexibility for clean energy sources [2][3]. Group 2: Understanding Carbon Credits - The carbon credit system is expected to upgrade the existing fuel consumption credits, focusing on a comprehensive management approach that includes production processes and energy types used [4][5]. - Carbon credits will encompass a wider range of emissions, including those from production and the energy efficiency of the products themselves, creating a more holistic management framework [5]. Group 3: Key Issues for New Mechanism - Four critical points need to be addressed for the integration of dual credits and carbon credits: 1. Adjusting the accounting mechanism while maintaining flexibility for product diversity [6]. 2. Establishing guiding mechanisms for the transition from fuel consumption credits to carbon credits, while retaining some form of dual credit as a safety net for the industry [6][7]. 3. Expanding management boundaries to include upstream responsibilities, such as battery and material suppliers [7]. 4. Retaining credit trading mechanisms to enhance policy value and efficiency, potentially integrating with broader carbon markets [7]. Group 4: Future Outlook - The shift to carbon credits represents a significant management innovation for the industry, requiring a long-term, comprehensive perspective to ensure a sustainable low-carbon future for the Chinese automotive sector [7].

Core Viewpoint - The article discusses the implementation of the 2024 annual dual credit data verification and auditing process for passenger vehicle enterprises, emphasizing compliance with relevant regulations and the importance of accurate data submission [3][4]. Group 1: Dual Credit Data Verification Process - The Ministry of Industry and Information Technology (MIIT) has announced the commencement of the 2024 dual credit data verification for passenger vehicle enterprises, which includes both domestic manufacturers and imported vehicle suppliers [3]. - The verification process will utilize the MIIT's credit management system, where enterprises can view and confirm their fuel consumption and new energy vehicle credit data [4][6]. - Enterprises must confirm the accuracy of their data by May 23, 2024, and submit the necessary documentation, including a signed confirmation letter [6]. Group 2: Dispute Resolution - If enterprises have objections to the verification results, they are required to conduct a self-inspection and submit a review application by May 16, 2024 [7]. - The Equipment Center will review the submitted materials and compile the results for reporting to the relevant authorities [8]. Group 3: Noise Limit Standards for Buses - The article also mentions a call for public opinion on the GB/T 25982-2024 standard regarding noise limits and measurement methods for buses, with a deadline for feedback set for July 13, 2025 [9][10]. - The modifications aim to enhance the precision of formula representations and align with international standards, thereby improving the comparability and scientific validity of testing data [10].