倒计时51天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 今年来在中国多地推行的汽车消费补贴计划，正因预算资金的快速消耗而出现普遍性调整。 这一变化预计将对第四季度的汽车销售产生影响，并已引发市场对锂电池等上游供应链需求的关 注。 最新的进展来自经济大省江苏。该省于9月27日公告，自28日起暂停"汽车置换更新"补贴，并 将"报废更新"补贴转为限额管理模式。官方给出的理由是需对相关资金实行"限额管理、资格调 控"。 此举并非个案。自2025年下半年以来，包括广东、湖南、安徽、河南在内的十余个省市，已陆续 宣布暂停或调整了类似的汽车"以旧换新"地方性补贴政策。 | 省份/城市 | 政策类型 | 调整状态 | 生效目期 | 官方理由/背景 | | --- | - ...

Core Viewpoint - The A0 electric vehicle market in China is experiencing a significant revival, driven by a combination of declining battery costs, enhanced product capabilities, and supportive policies, marking a transformation from low-end alternatives to mainstream choices [1][2][5]. Group 1: Market Dynamics - The A0 electric vehicle segment is seeing an influx of brands such as Extreme Fox, Wuling, MG, and Chery, indicating a comprehensive market recovery by mid-2025 [1][5]. - The revival is characterized by a shift in perception, with A0 electric vehicles now offering features like over 500 km of range and advanced smart configurations, moving away from being seen as merely low-cost transportation [2][9]. Group 2: Historical Context - The A0 electric vehicle market has experienced two previous peaks, first from 2014 to 2017 due to high subsidies, and again from 2020 to 2021 driven by Wuling's electric push [3]. - However, from late 2022 to early 2023, the market faced a downturn, with A0 electric vehicle sales dropping by 58% year-on-year in January and February 2023, while higher segments saw growth [3][4]. Group 3: Cost and Policy Influences - Rising raw material costs, particularly lithium carbonate, which surged from 44,000 yuan/ton to over 460,000 yuan/ton between late 2020 and early 2022, significantly impacted the A0 segment due to its thin profit margins [3][4]. - The reduction of government subsidies by 30% in 2022 further exacerbated the challenges faced by A0 electric vehicle manufacturers [4]. Group 4: Future Trends - The A0 electric vehicle market is projected to improve post-2024, with leading brands like BYD and Geely launching new models [5]. - By mid-2025, A0 vehicles are expected to surpass B-class vehicles as the fastest-growing segment in the new energy market, with a year-on-year sales growth rate of 107.3% [7]. Group 5: Technological Advancements - New A0 electric vehicles are equipped with advanced technologies, such as AI integration and enhanced battery performance, which align with new regulatory requirements [9][10]. - The introduction of policies promoting vehicle upgrades and trade-ins is expected to further stimulate demand in the A0 segment [8]. Group 6: Market Segmentation and Opportunities - The A0 electric vehicle market is anticipated to diversify, with the emergence of various body styles like SUVs and sedans to cater to different consumer preferences [12]. - International markets, particularly in Europe, present significant growth opportunities for A0 electric vehicles, which could capture a larger share of the market as they transition to electric [12].

Core Insights - Joint venture brands are shifting their focus to the mid-range market for electric vehicles, particularly in the price range of 100,000 to 200,000 yuan, indicating a pragmatic market positioning strategy [2][4][10] - The mid-range electric vehicle market is experiencing rapid growth, with significant potential for joint venture brands to increase their market share [3][9] Market Dynamics - According to the China Association of Automobile Manufacturers, the expected sales of new energy vehicles in China for this year is projected to reach 13 million units, representing a year-on-year growth of over 30% [3] - The sales growth rate of new energy vehicles in the 100,000 to 200,000 yuan price range is significantly higher than the overall market growth [3] - In the 100,000 to 150,000 yuan segment, domestic brands hold a 70% market share, while joint venture brands account for 30% [3] - In the 150,000 to 200,000 yuan segment, domestic brands' share drops to 51.5%, with joint venture brands rising to 48.5%, indicating room for growth for joint ventures [3] Strategic Shifts - Major joint venture brands, including Volkswagen, are adjusting their strategies by increasing production capacity and introducing lower-priced models to enhance market performance [6][10] - Nissan's N7, a new electric vehicle specifically designed for the Chinese market, is priced between 119,900 and 149,900 yuan, showcasing the focus on the mid-range segment [7] Market Structure Evolution - The current market structure is described as a "sandglass" shape, with significant shares in the segments below 100,000 yuan and above 300,000 yuan, while the 100,000 to 300,000 yuan segment remains relatively small [9] - As joint venture brands intensify their efforts in the 100,000 to 200,000 yuan market, a transition to a "spindle" market structure is anticipated, with increased sales in this segment [9] Competitive Landscape - Despite the strong presence of domestic brands in the mid-range market, joint venture brands still have opportunities due to their brand loyalty and potential for user conversion through competitive pricing strategies [10] - The success of joint venture brands in the mid-range electric vehicle market will depend on their ability to adapt in product offerings, pricing strategies, and channel efficiency [10]