其中，2024年1-11月纯电动汽车产量达680万辆，占新能源总量60.4%，但高端市场(30万元以上)集中度显 著：特斯拉Model Y以41.3%市占率领跑，蔚来ES6(18.7%)、极氪001(15.2%)分列二三位。理想若想实现"保 （图片来源：摄图网） 9月1日，理想汽车CEO李想在微博发文表示，"2025年是理想汽车正式进入纯电SUV的第一年，我内心的目 标是：到今年年底，我们在高端纯电赛道能"保五争三"，理想i8的目标是稳定后6000辆/月，理想i6的目标是 稳定后9000-10000辆/月，算上理想MEGA，理想纯电车型整体稳定在18000-20000辆/月。" 李想称，纯电赛道高手很多，想达到这个目标肯定很不容易，但自己充满信心。 2024年，我国新能源汽车市场继续保持快速增长。1-11月累计产量达到1126.2万辆，同比增长35.6%。 前瞻经济学人APP资讯组 更多本行业研究分析详见前瞻产业研究院《中国新能源汽车融资租赁行业市场前瞻与投资战略规划分析报 告》 同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业图 谱、产业大数据、智慧招商系统、行业地 ...

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 - Chinese automakers are leveraging plug-in hybrid electric vehicles (PHEVs) as a strategic response to the EU's high tariffs on pure electric vehicles, resulting in significant sales growth in the European market [1][2]. Group 1: Market Performance - In Q1 2025, Chinese car sales in Europe reached 148,000 units, a 78% year-on-year increase, with market share rising from 2.5% to 4.5% [1]. - Sales of plug-in hybrid models surged by 368%, becoming the main driver of this growth [1][2]. - BYD and Chery sold 3,269 and 757 plug-in hybrid vehicles in March 2025, respectively, marking a significant increase from nearly zero sales in July 2024 [2]. Group 2: Strategic Adjustments - Chinese automakers are adjusting their strategies in Europe by focusing on plug-in hybrid models, which are still subject to a 10% base tariff, unlike pure electric vehicles facing tariffs as high as 45.3% [2][4]. - BYD's plug-in hybrid vehicles accounted for 41% of its electric vehicle sales in the EU in March 2025, while SAIC's figure was as high as 49% [2]. - Chery's plug-in hybrid sales exceeded pure electric models, with 71% of its electric vehicle sales in the EU being plug-in hybrids [2]. Group 3: Competitive Landscape - The low base of plug-in hybrid sales in Europe and limited offerings from major European automakers (e.g., BMW, Mercedes) have created opportunities for Chinese brands to capture market share with high-cost performance products [3][4]. - BYD plans to launch two new plug-in hybrid models in Germany by 2025, aiming to meet diverse consumer needs [3]. Group 4: Future Outlook - Ongoing negotiations between China and the EU regarding electric vehicle tariffs may lead to a minimum price setting for Chinese electric vehicles, which could be more favorable for market competition than tariffs [5]. - The transition to pure electric vehicles is seen as the long-term trend in Europe, with plug-in hybrids serving as a transitional solution [5].