关注 「电动车公社」 和我们一起重新思考汽车 不知道大家发现没有，今年推出的插混和增程的新车，越来越像纯电了 。 远的不说，就说最近。智己率先推出了恒星超级增程，把增程车带入了450+km的新时代； 岚图也在前两天发布了岚海智能超混技术，用800V架构+5C超充+63度大电池的炸裂参数，打造出了一台纯电续航350km、综合续航1531km的新能源MPV，就 是这台2026款的岚图梦想家。 除了刚才提到的三电之外，它还带来了全球首搭的后轮转向和蟹行模式、AI零重力座椅按摩舱、三排加热通风、华为ADS 4和鸿蒙座舱5，产品力又得到了进 一步升级。 作为中国首批新能源MPV，岚图梦想家其实已经悄悄爬到了销量榜单前三名的位置。而且在上市4年之后，这次的改款更是带来了不少重磅升级： 那么，这台MPV究竟体验如何？又能否延续爆款潜质？ 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 点击一下不错过更多深度内容 技术升级，科技至上 ...

Group 1 - BMW plans to reintroduce range-extended technology with the iX5 in 2026, expecting a combined range of 1000 km, and will apply this technology to the sixth generation iX3 and seventh generation iX7 models [2][4] - GAC Toyota announced plans to produce range-extended models, including versions of the Highlander and Sienna, while SAIC Volkswagen has introduced the ID.ERA concept car as its first range-extended model [2][5] - The market for range-extended vehicles is experiencing significant growth, with a nearly 50% year-on-year increase in sales, while plug-in hybrid vehicles are showing signs of slowing growth [3][4] Group 2 - The sales of range-extended vehicles have surged, with a reported 111% year-on-year growth in 2023 and an expected 167% increase in 2024, contrasting with the single-digit growth of pure electric and plug-in hybrid vehicles [12][18] - The shift towards range-extended technology is driven by changing consumer preferences, with buyers favoring vehicles that offer both electric and fuel options for flexibility [10][14] - Range-extended vehicles are perceived to have better performance and user experience compared to plug-in hybrids, as they are fully driven by electric motors and alleviate concerns about range anxiety [8][9] Group 3 - The automotive industry is witnessing a strategic pivot towards range-extended technology, with companies like Ideal, Leap Motor, and Aito achieving significant sales growth in this segment [5][13] - The simplicity of range-extended vehicle structures helps reduce manufacturing costs and vehicle weight, enhancing their appeal in the market [9][14] - The introduction of solid-state batteries is anticipated to further enhance the performance and appeal of range-extended vehicles, potentially revolutionizing the market [17][18]

Core Viewpoint - The Chinese automotive import and export landscape is undergoing a historic reversal, with exports significantly outpacing imports for the first time in over a decade [1][4]. Import Market Trends - China's automotive import volume has been in a continuous decline since peaking at 1.43 million units in 2014, with a projected total of 700,000 units in 2024, marking a 12% year-on-year decrease and a 51% reduction from the peak [2]. - In the first five months of 2025, imports fell to 180,000 units, a 33% decline year-on-year, representing only 6% of the export volume [1][2]. - Traditional import markets, particularly from Germany and Japan, continue to dominate but are experiencing significant volume declines, with luxury brands like Rolls-Royce and Bentley seeing drops exceeding 20% [2]. Export Market Growth - The export market is experiencing robust growth, with a 16% year-on-year increase in the first five months of 2025, reaching 2.83 million units [1][4]. - The average annual growth rate for exports has exceeded 50% since 2021, with 2023 exports surpassing 5.22 million units and projections of 6.41 million units for 2024 [4][5]. - The share of new energy vehicles (NEVs) in total exports has risen from 27% in 2020 to 46% in 2025, with significant growth in the export of electric vehicles [4][5]. Challenges in the Export Market - Despite strong export figures, the industry faces challenges, including inventory pressures due to market fluctuations in Russia and competition from Western automakers advancing hybrid technology [6][7]. - The decline in export average prices indicates ongoing challenges in the high-end market segment, despite improvements in overall export quality [7]. Future Outlook - The dual strategy of "technology + localization" is expected to enhance the competitiveness of Chinese automotive brands in international markets, with projections of 5.7 million passenger vehicles exported by 2025 [9]. - Companies are increasingly establishing overseas production facilities to mitigate tariff impacts and enhance market presence, particularly in regions like Southeast Asia and South America [8][9].

Core Insights - The Chinese automotive industry is undergoing a diversified transformation, with plug-in hybrid (PHEV) technology becoming a key lever for entering overseas markets [1] - Chinese automotive brands have demonstrated a keen understanding of overseas market pain points, leading to a shift from technology following to innovation leadership [1] Group 1: Market Performance - In Europe, Chinese brand car registrations increased by 78% year-on-year in Q1 2025, reaching a record 150,000 units, with a market share of 4.5% [2] - Sales of plug-in hybrid models surged by 368% year-on-year, while the share of pure electric vehicles declined [2] - BYD outperformed Tesla in Europe, selling 11,123 units compared to Tesla's 6,253 units in April [2] Group 2: Consumer Preferences - German consumers are increasingly anxious about the cancellation of subsidies for pure electric vehicles, insufficient charging infrastructure, and high electricity prices, making PHEVs an attractive option [2] - A Chinese brand's PHEV offers over 1,000 kilometers of range and a price around €40,000, appealing to consumers balancing environmental ideals and practical needs [2] Group 3: Growth Potential - The EU's imposition of a 35.3% anti-subsidy tax on certain Chinese electric vehicles has led some companies to adjust their export strategies towards PHEVs, which are not subject to these tariffs [4] - The penetration rate of hybrid vehicles in the European market is currently below 10%, indicating significant growth potential [4] Group 4: Competitive Landscape - Japanese automakers, particularly Toyota, are ramping up their hybrid vehicle sales in Europe, with a projected 25.8 million units sold in Q1 2025, a 155% increase [7] - Currently, Japanese brands hold 80% of the global hybrid vehicle market, indicating a competitive challenge for Chinese brands [7] Group 5: Strategic Initiatives - Chinese automotive companies are exploring localization strategies to address challenges such as long repair times and insufficient service networks [8] - BYD is investing $100 billion in Turkey to establish a factory with an annual production capacity of 150,000 electric vehicles [8]

Core Insights - In 2025, China's new energy vehicle (NEV) market is expected to reach a structural turning point, with range-extended and plug-in hybrid vehicles accounting for over 50% of the market share, driven by models like the Wanjie M8 and Avita 06 [1] - The sales of new energy vehicles in 2024 are projected to reach 11.26 million units, with range-extended and plug-in hybrid vehicles contributing 4.52 million units, showing an impressive year-on-year growth of 85.2% compared to 15% for pure electric vehicles [1] - The market is experiencing a deep competition phase regarding technology routes, raising questions about whether range-extended and plug-in hybrid technologies are practical choices for carbon neutrality or merely transitional solutions [1] User Demand and Technological Benefits - The pursuit of a "no-anxiety experience" is a core driver for consumers, with range-extended vehicles meeting both low-cost urban commuting needs and long-distance travel concerns [3] - For instance, the Li Auto L series boasts a comprehensive range exceeding 1000 km, with a cost of less than 0.1 yuan per kilometer in pure electric mode, appealing to family users [3] - Plug-in hybrid vehicles, like BYD's DM-i, maintain fuel consumption below 3L/100km even in depleted states, balancing performance and economy [3] Technological Breakthroughs - The range-extended structure has lower R&D costs (40% less than plug-in hybrids) and production line transformation costs (one-third of plug-in hybrids), facilitating rapid market entry for new players [5] - Li Auto achieved over 500,000 annual sales in 2024 with a single range-extended model, while the Wanjie M7 surpassed 190,000 units in deliveries, validating the commercial viability of this approach [5] - Plug-in hybrid technology has also seen significant sales, with BYD's DM-i models exceeding one million units, showcasing strong market penetration across various vehicle segments [5] Environmental Concerns and Technological Debate - The rise in sales of hybrid vehicles has intensified debates over technology routes, with range-extended technology facing criticism for higher energy consumption and carbon emissions compared to plug-in hybrids [6] - Critics argue that the two-step energy conversion process of range-extended vehicles is less efficient, while proponents highlight their fuel-saving potential of 30%-50% in less developed areas [6] - The market is navigating a balance between ideal environmental goals and real user needs, as highlighted by industry experts [6] Strategic Choices of Automakers - New entrants like Li Auto and Wanjie are leveraging range-extended technology to establish market recognition, while traditional automakers focus on plug-in hybrid technologies [7] - The differentiation in strategies reflects a broader trend of technological convergence, with companies like Li Auto introducing pure electric models and BYD integrating high-voltage platforms with hybrid technologies [9] Future Outlook - The potential widespread adoption of 800V platforms could mitigate the refueling disadvantages of hybrid vehicles, although it may increase costs due to the need for upgraded components [11] - Solid-state batteries are anticipated to revolutionize pure electric vehicle range by 2027, posing challenges to the transitional status of range-extended and plug-in hybrid technologies [11] - The consensus in the industry suggests that hybrid technologies will remain mainstream from 2025 to 2030, as they address user needs while filling gaps left by pure electric vehicles [12]