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从纯电反向“攻擂”,智己想靠超级增程切燃油奶酪|钛度车库
Tai Mei Ti A P P· 2025-08-06 00:37
Core Viewpoint - The article discusses the strategic shift of Zhiji Auto in the extended-range electric vehicle (EREV) market, focusing on the launch of its "Star" super extended-range technology to address long-standing user experience issues in the industry [2][9]. Group 1: Market Context and Challenges - In the first half of 2025, cumulative sales of extended-range vehicles reached 538,000 units, accounting for 10% of overall new energy vehicle sales, with a year-on-year growth of 16.5%, although the growth rate has slowed compared to the same period in 2024 [2]. - Extended-range vehicles face three core challenges: insufficient pure electric range leading to frequent charging, power degradation under low battery conditions, and significant range reduction in low temperatures [2]. Group 2: Technological Innovations - Zhiji's strategy involves leveraging its pure electric platform to enhance the extended-range experience, incorporating advanced technologies such as an 800V high-voltage platform and silicon carbide motors directly into the extended-range system [3][4]. - The new generation Zhiji LS6, featuring the "Star" technology, will offer a pure electric range of 450 kilometers with a 66kWh dedicated battery, while the 50L fuel tank serves as a backup [3][4]. Group 3: Cost Management and Efficiency - The integration of a 66kWh high-energy density battery increases hardware costs, but Zhiji aims to maintain price competitiveness while delivering a "pure electric level experience" [6]. - Zhiji's approach includes using high-cost materials to enhance battery life and efficiency, with a focus on reducing the frequency of engine activation, resulting in a fuel consumption of 5.32L/100km, which is 23% lower than the segment average [6][7]. Group 4: Market Positioning and Strategy - Zhiji's extended-range strategy is characterized as a precise misalignment competition, focusing on user pain points rather than competing directly with traditional extended-range giants [8]. - The LS6 is positioned as a "self-charging electric vehicle," targeting users who are hesitant to switch to electric due to range anxiety, with a goal to activate the silent market of fuel vehicle users [8][9]. Group 5: Sales Performance and Competitive Landscape - Zhiji's cumulative sales in the first half of 2025 were only 19,158 units, a year-on-year decline of 14.67%, achieving only 19% of its annual target of 100,000 units [9]. - The extended-range market is becoming increasingly crowded, with competitors like Li Auto and AITO, as well as new entrants such as Xiaomi and XPeng, intensifying the competition [9].