Extended - Range Electric Vehicles

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同为央企新能源 深蓝与奕派为何不同命?
Jing Ji Guan Cha Wang· 2025-05-31 05:13
Core Insights - The article highlights a significant disparity between two state-owned enterprise (SOE) electric vehicle brands in China: Changan Automobile's Deep Blue and Dongfeng Automobile's Yipai, with Deep Blue emerging as the market leader in the mainstream new energy vehicle segment [2][3][11] Group 1: Market Positioning - Deep Blue has launched 6 models and delivered over 400,000 units, while Yipai has only 2 models with deliveries below 80,000 [2][4] - Deep Blue entered the market earlier in 2018, targeting young consumers, while Yipai was launched in April 2023, making it the newest brand among SOE new energy vehicles [3][4] - In 2024, Deep Blue is projected to sell 243,900 units, a 78.14% increase year-on-year, solidifying its status as a "dark horse" in the new car market [3] Group 2: Product Strategy - Deep Blue's product strategy includes a diverse range of energy options, including pure electric, range-extended, and hydrogen versions, with the range-extended model being a key driver of sales [6][10] - Yipai's initial offerings have been less competitive, with its first model, the eπ007, launching later and primarily focusing on pure electric versions [6][11] Group 3: Resource Allocation - Deep Blue benefits from strong support from its parent company, Changan Automobile, which provides shared manufacturing platforms and sales channels, allowing it to focus on product development [7][8] - Yipai, while positioned as a key player for Dongfeng, has not received the same level of support due to the company's focus on high-end brands [8][11] Group 4: External Collaborations - Deep Blue has established extensive partnerships in battery technology, smart driving systems, and chip development, enhancing its competitive edge [9][10] - Yipai's collaborations have been limited, with a recent agreement with Huawei that has yet to yield significant results [10][11]