新能源渗透率进一步增长陷入瓶颈期，智己用大电池增程来打破僵局。 8 月 15 日，新一代智己 LS6 开启预售，半小时小订量破万，并登上各大社交平台热榜。预售当晚， 智己汽车只公开了 4 个版本，但因首个周末线上、线下的问询量过大，智己团队决定提前公布所有版 本。 新一代智己 LS6 共有 8 个版本，预售价低至 20.99 万元。新车的爆款潜力来自于智己恒星超级增程的 首发上车，自月初超级增程发布以来，智己线下门店进店量及新一代 LS6 的留资用户数均大涨。 智己超级增程解决了以往增程车型纯电续航短、充电慢、亏电动力不足、油耗高、噪音大等缺点，最 大化融合了纯电与燃油两种动力形式的优势：原有的增程车型是基于大油箱加一块电池，智己的解法 是在纯电的基础上加一个油箱。新一代智己 LS6 拥有目前在售增程车型里最大的 66 度电池，纯电续 航达 450km+，预售价为 23.99 万起，正式上市时的最终定价还会更优惠。 新能源渗透率于去年 7 月首次突破 50%，此后一年时间均在该基线上下徘徊，进一步增长陷入了瓶颈 期。如何撬动剩下近一半的燃油车拥护者，市场需要一个新品类来打破僵局。 增程车的纯电续航越做越长其实 ...

Core Viewpoint - The article discusses the rapid evolution of range-extended electric vehicles (REEVs), highlighting the shift from smaller batteries with larger range extenders to larger batteries with smaller range extenders, driven by consumer demand and technological advancements [2][9][16]. Development of Range-Extended Technology - The development of range-extended technology has seen significant improvements, with pure electric range increasing from 120 km to 200 km over several years, and then to 400 km in just a couple of years [2][4]. - Battery pack capacities have also increased dramatically, from around 10 kWh to 50-60 kWh, showcasing impressive technological advancements [2][4]. Market Trends and Consumer Preferences - The market for range-extended vehicles has grown significantly, with many manufacturers who previously focused solely on pure electric vehicles now embracing range extenders due to their practicality and convenience [2][9]. - The average battery capacity of range-extended models has increased by approximately 20.54% from 2021 to 2023, indicating a trend towards larger batteries [4][5]. Competitive Landscape - The competition among manufacturers has intensified, with various models now offering pure electric ranges exceeding 300 km, reflecting a shift in consumer expectations [6][10]. - Major players like Ideal, Seres, and Lantu have upgraded their battery capacities significantly, with the average battery capacity reaching 43.77 kWh in 2023 [4][5]. Factors Driving the Shift to Larger Batteries - The decline in battery costs, which have dropped over 80% in the past decade, has enabled manufacturers to increase battery capacities economically [9]. - The proliferation of fast-charging infrastructure has supported the development of long-range models, making them more appealing to consumers [9][10]. Industry Perspectives on Battery Size - There are differing opinions within the industry regarding the necessity of larger batteries, with some arguing that they enhance the driving experience while others caution about increased costs and vehicle weight [3][12]. - The debate continues over whether the future of range-extended vehicles should focus on larger batteries or a balance between battery size and range extender efficiency [15][16]. Future Outlook - The consensus is that while range-extended vehicles are currently popular, the industry may eventually shift towards pure electric vehicles as battery technology matures and charging infrastructure improves [16][17]. - The ongoing competition and technological advancements suggest that the market for range-extended vehicles will continue to evolve, with potential for both large and small battery configurations depending on market demands and technological capabilities [17][18].