大众EA888、沃尔沃DriveE、宝马B48/N20、通用Ecotec的LSY/LTG、本田K20C、奔驰M264等等，在燃油车的时代，谁家没个2.0T发动机都是稀罕事。 2.0L排量，直列4缸的涡轮机几乎就是这个时代的"黄金动力"，它动力强劲、技术成熟、适配广泛，从中级轿车到豪华SUV，2.0T几乎无处不在。 要理解为什么增程车不选2.0T，首先要明确增程车的工作原理。和插电式混动汽车一样，增程式混动也具备一个发动机，两者的最大区别在于，插电式 混动汽车的发动机可以连接车轮直接驱动，而增程式混动汽车的发动机仅用来发电，车轮驱动完全由电机完成。而这种驱动形式下，需要较强的三电系统。 以市面上的理想L9为例，50度的电池包，前后总功率330kW的驱动电机，能实现5.18秒破百。如果换成带直驱的插电混动车型，有了发动机的介入，就 不需要也没必要配备大功率的电机。同理，由于电池足够强大，也就没必要配备大功率的发动机来为其发电，发电能力能满足时速120km/h—150km/h的功 率需求即可。 然而进入新能源时代后，一个耐人寻味的现象出现了——增程式电动车上，2.0T几乎销声匿迹，取而代之的是1.5T的发动机。为什 ...

Core Insights - GAC Group has launched its first strategic model equipped with the Star Source range extension technology, the Haobo HL Range Extender, aiming to penetrate the mid-to-high-end electric vehicle market with a differentiated strategy [1][2] - The new vehicle features a price range of 269,800 to 299,800 yuan, a 60 kW·h battery from CATL, and offers a maximum pure electric range of 350 kilometers, addressing range anxiety with a total range of 1,369 kilometers and a fuel consumption of 6.7L when depleted [1] - The Haobo HL Range Extender incorporates 800V/5C ultra-fast charging technology, allowing for a 210-kilometer charge in just 10 minutes, supported by a nationwide charging network of over 24,000 charging piles [1] Industry Trends - In the first half of 2024, sales of range-extended electric vehicles in China increased by 35% year-on-year, with the 300,000 yuan segment growing by 52%, indicating a significant shift in consumer preferences [2] - GAC Group's chairman acknowledged a previous misjudgment regarding customer range anxiety and the potential of range-extended and plug-in hybrid technologies, leading to a strategic pivot in their new energy development approach [2] - Starting in 2025, GAC Group plans to introduce multiple hybrid models, with the Haobo HL8 being the first, followed by offerings from the Trumpchi and Aion brands [2]

Core Viewpoint - Volkswagen is shifting its strategy in China from "global technology import" to "China market-led," as evidenced by the launch of its first full-size range-extended SUV concept, ID.ERA, at the 2025 Shanghai Auto Show [1][5]. Group 1: Volkswagen's New Product Launch - The ID.ERA is based on Volkswagen Group's global development standards, featuring a CLTC comprehensive range of over 1000 kilometers and a pure electric range of 350 kilometers, with mass production expected to start in Q1 2026 [1]. - This marks a significant change in Volkswagen's stance on range-extended hybrid technology, which was previously criticized by its executives [1]. Group 2: Market Trends and Competitive Landscape - The 2025 Shanghai Auto Show highlighted range-extended hybrid technology as a focal point for many automakers, indicating a strategic direction for joint ventures in China [3]. - In 2024, the production and sales of new energy vehicles in China are projected to exceed 12 million units, with a penetration rate of over 40%, and range-extended vehicle sales reaching 1.18 million units, a year-on-year increase of 84.2% [3]. Group 3: Volkswagen's Performance in China - In 2024, Volkswagen delivered 2.93 million vehicles in China, with over 200,000 being new energy vehicles, accounting for 7% of total sales [4]. - Despite a 17% year-on-year increase in sales of ID series electric models, Volkswagen's growth lags behind the 84.2% increase in range-extended vehicle sales and the expansion of local brands like BYD [4]. Group 4: Strategic Adjustments and Local Development - Volkswagen is placing the Chinese market at the core of its strategy, recognizing it as the largest new energy vehicle market and a benchmark for technological innovation [5]. - The establishment of the Volkswagen (China) Technology Company (VCTC) in Hefei aims to enhance local R&D capabilities, with a 30% reduction in development cycles and a 40% cost optimization for the locally developed CMP platform [5]. Group 5: Future Plans and Market Positioning - Volkswagen plans to leverage its three joint ventures in China to introduce over 30 new models in the next three years, focusing on quality and user experience rather than just quantity [6]. - The strategic shift is seen as a rational choice driven by data, with success dependent on adapting to "Chinese speed" and integrating traditional strengths with local innovation [6].