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观车 · 论势 || 从宝马中国战略转向看燃油车抬头、电动车降量
Zhong Guo Qi Che Bao Wang· 2025-06-10 01:11
Group 1 - BMW Group has adjusted its future sales forecasts for electric models, reducing estimates for BMW and MINI brands by over 20% for some models, while increasing projections for certain gasoline vehicles [1] - Traditional automakers like Geely and Chery are also balancing their strategies between electric and gasoline vehicles, with Geely maintaining over 40% sales from gasoline vehicles and Chery achieving over 50% in 2024 [1][2] - The shift in strategy from aggressive electric vehicle targets to a more rational approach reflects the current market trend of coexistence between gasoline and electric vehicles [1] Group 2 - The gasoline vehicle market remains robust, with a penetration rate rebounding to 57.57% in Q1 2025, and regions like the Northwest showing a 68% ownership rate for gasoline vehicles [2] - The development of gasoline vehicles is supported by technological upgrades, such as Geely's CMA architecture and Changan's new high-pressure direct injection technology, which enhance fuel efficiency [3] - New regulations set to be implemented in 2025 will impose stricter safety standards on electric vehicles, increasing production costs for automakers [4] Group 3 - The call for "equal rights" for gasoline and electric vehicles is gaining traction, potentially diminishing the advantages of electric vehicles in terms of purchase incentives and road access [4] - The presence of hidden costs associated with electric vehicles and high depreciation rates for used electric cars indicate a long-term coexistence of both vehicle types in the market [4] - The industry is at a pivotal moment in 2025, questioning whether the rise of gasoline vehicles is a temporary phenomenon or a rational adjustment following the rapid growth of electric vehicles [4]