8月的新能源车市热闹非凡，新势力车企上演着集体冲高的戏码，自主汽车大集团的新能源板块突飞猛进，主流合资车企则想要靠本土化新车的发布站稳 脚跟。 中国汽车流通协会乘联分会日前公布的数据显示，8月，新能源乘用车市场零售110.1万辆，同比增长7.5％，在国内总体乘用车零售中的渗透率达55.2％， 较去年同期提升1.5个百分点，呈平稳增长之势。然而，平静之下，暗藏汹涌。 具体来看，8月纯电动汽车批发销量同比增长38.5％，而狭义插混汽车仅增长5％，增程式汽车更是同比下降9.5％。去年还势头正猛的插混汽车（含增程， 下同）如今却已明显失速。 01 纯电与插混增速拉开差距 插混汽车能否占据新能源汽车市场的半壁江山？面对2024年全年插混汽车高达83.3％的同比增速，今年年初，行业上下对于插混汽车的发展都寄予厚望。 中国电动汽车百人会副理事长兼秘书长张永伟此前预测，插电混动和增程两个技术路线将成为新能源增量中的重要力量，2025年销量将超800万辆，同比 增长60％，在新能源市场中的比重将接近50％。 然而，进入2025年，插混汽车增速却持续下滑，给新能源汽车市场的发展带来不确定性。中国汽车工业协会（简称"中汽协"）的数 ...

Core Insights - The Chinese new energy vehicle (NEV) market is experiencing significant growth, with retail sales of 1.101 million units in August, a year-on-year increase of 7.5%, achieving a penetration rate of 55.2% in the overall passenger car market [1] - The wholesale sales of pure electric vehicles (EVs) surged by 38.5% year-on-year in August, while plug-in hybrid vehicles (PHEVs) only grew by 5%, and range-extended vehicles saw a decline of 9.5% [1][4] - The growth of PHEVs has slowed down significantly, raising uncertainties about their future in the NEV market [3][4] Market Performance - In August, the wholesale sales of pure electric vehicles reached 736,000 units, a 44.8% increase year-on-year, while PHEVs sold 336,000 units, up only 3.3% [4] - From January to August, pure electric vehicles accounted for 61.9% of total NEV sales, with a year-on-year growth of 4%, while PHEVs and range-extended vehicles saw declines in their market shares [5] Technological Advancements - The rapid development of pure electric technology has alleviated consumer concerns about range anxiety, with average ranges approaching 500 kilometers [6][8] - New models showcased at the 2025 Chengdu Auto Show feature impressive ranges exceeding 600 kilometers, indicating a shift towards pure electric vehicles [7] Infrastructure Development - The charging infrastructure in China has expanded significantly, with a total of 16.696 million charging points by the end of July, a 53% increase year-on-year [8] - The improved charging network has encouraged more consumers to opt for pure electric vehicles, as it addresses previous concerns about charging availability [8] Market Segmentation - PHEVs may still find a niche in regions with underdeveloped charging infrastructure, particularly in rural areas and northern regions where cold weather affects electric vehicle performance [12] - The export market for PHEVs has shown remarkable growth, with a 210% increase in exports in the first half of the year, indicating potential for expansion in overseas markets [12] Future Outlook - The market share of pure electric vehicles is expected to continue growing, while PHEVs may stabilize in specific segments [13] - The development of hydrogen fuel cell vehicles could introduce new dynamics in the NEV market, depending on technological breakthroughs and cost reductions [14]

9月11日至14日，由中国汽车技术研究中心有限公司、中国汽车工程学会、中国汽车工业协会、中国汽车报社联合主办，天津经济技术开发区管 理委员会特别支持的2025（第二十一届）中国汽车产业发展（泰达）国际论坛（以下简称"泰达汽车论坛"）在天津滨海新区举办。本届泰达汽车论 坛围绕"增动能 启新篇 向全球"的年度主题，邀请行业嘉宾展开深入研讨。 期间，在"绿色化新方案：'油电'新格局下的产业趋势与战略、技术再选择"专题论坛中，来自研究机构、行业组织、企业等方面的嘉宾分享研究成果， 提出观点建议，凝聚行业智慧，并发布了智库报告。该论坛由中国汽车工业协会副秘书长杨中平主持。 中国汽车技术研究中心有限公司首席专家、中国汽车战略与政策研究中心副主任方海峰在演讲中表示，"油""电"正处于一个此消彼长的全球市场新格 局。从全球市场看，目前新能源汽车渗透率在持续提升，去年全球新能源汽车销量超过了1900万辆，今年上半年超过了1000万辆，全球新能源汽车市场渗透 率突破了23%。客观来说，全球范围内，燃油车还是全球市场的绝对主力，油车、电车此消彼长的势头仍在持续。 方海峰谈到，在我国电动化的战略导向之下，企业相关的技术方向，怎么去选 ...

Core Viewpoint - The 2025 Chengdu International Auto Show highlights the dominance of domestic brands in the Chinese automotive industry, showcasing a significant transformation characterized by electrification and intelligent technology [3][10]. Group 1: Dominance of Domestic Brands - Domestic brands have taken a leading position at the Chengdu Auto Show, with BYD prominently featuring a strong lineup of models and advanced technologies [5][10]. - Chery showcased its five brands and 31 models, emphasizing lifestyle experiences that resonate with local culture [7]. - New state-owned enterprise Changan presented a comprehensive technology matrix through collaborations with Huawei and CATL, aiming for an annual sales target of 3 million vehicles [9]. Group 2: Absence of Luxury Brands - Major luxury brands such as Rolls-Royce, Bentley, and Porsche were notably absent from the show, indicating a shift in market dynamics [9][10]. - The absence of these brands further emphasizes the rise of domestic manufacturers and their growing influence in the market [10]. Group 3: Diverse Technology Routes - The auto show featured a variety of new energy vehicle technologies, including pure electric, plug-in hybrid, and range-extended models, creating a competitive landscape [11][12]. - Significant advancements in battery technology and vehicle performance were highlighted, with models achieving impressive ranges and efficiency [11][12][13]. Group 4: Market Trends and Adaptation - The automotive market is witnessing a trend towards "scene segmentation" and "technology downscaling," with companies focusing on user-specific scenarios [15][16]. - The penetration rate of new energy vehicles has reached around 50%, indicating a stable market for both electric and traditional fuel vehicles [16]. Group 5: Industry Transformation - The Chinese automotive industry is undergoing a profound transformation, with domestic brands increasingly challenging traditional Western products [17]. - The need for brands to rebuild emotional connections with consumers has become a critical focus for all manufacturers in this evolving landscape [17].

Group 1 - The core viewpoint of the articles emphasizes that the ultimate technological route for electric vehicles is pure electric, which is widely accepted in the automotive industry [2][3] - NIO's chairman, Li Bin, stated that the company has consistently adhered to the pure electric route and has not deviated from it, despite the strong sales performance of range-extended and plug-in hybrid vehicles since 2022 [2] - Data shows that from 2018 to 2022, China's pure electric vehicle market experienced rapid growth, with production and sales increasing significantly, reaching 5.467 million units produced and 5.365 million units sold in 2022, representing year-on-year growth of 98.01% and 96.23% respectively [3] Group 2 - As of the first half of 2024, the total number of new energy vehicles in China reached 24.72 million, with pure electric vehicles accounting for 73.35% of this total [4] - Experts suggest that while pure electric technology is optimal for performance, plug-in hybrid technology offers advantages in weight and efficiency, particularly in specific applications like pickups and off-road vehicles [4] - The development of new energy vehicle technologies is expected to see a coexistence of various routes, including pure electric, range-extended, and plug-in hybrid technologies, as advancements continue and market dynamics evolve [4]