乘联分会秘书长崔东树发文称，2025年的常规燃油车和混合动力的促销压力较小，而新能源的促销相 对激烈，今年插电混合动力促销波动较大，12月同比上升3.9个点的促销，环比降0.4个百分点；增程车 型总体较2024年12月增加4.5个点左右的促销。纯电动总体较2024年12月增加1.1个点左右的促销，较 上月增0.4个点左右的促销。国家以旧换新政策效果突出，市场销量增长，内卷降价现象明显减弱，行 业运行压力改善，1-11月的汽车行业利润率回升到4.4%的中低位，这也是行业规模上升和价格促销趋 稳的良好表现。 ...

从市场空间看，海外市场的重要性持续上升。对车企而言，"出海"不仅是推动销量扩张的必经之路，更 是改善盈利结构、增强抗风险能力的关键选择。实践证明，布局国内与国际"双市场"的车企，经营稳定 性和盈利弹性更强。未来，谁能在海外市场率先站稳脚跟、形成体系化布局，谁就更有可能在新一轮竞 争中占据主动。 政策环境仍将是支撑行业运行的重要力量。新能源汽车在经历早期补贴推动后，已逐步转向市场驱动， 但消费端政策的引导和托底作用仍不可或缺。在使用和流通领域，二手车交易、跨区域流转、新业态发 展等方面仍存在不少堵点。若这些问题得到有效解决，汽车作为耐用消费品的流动性将显著提升，从而 形成更具韧性的内需循环。 ■刘钊 刚刚过去的2025年，中国汽车产业在深度调整中持续前行。价格竞争、技术升级、消费分化与全球化进 程相互交织，推动行业从高速扩张阶段迈入以质量和结构升级为主导的发展新阶段。站在2026年的崭新 起点，如何在不确定性中稳定预期、在激烈的竞争中夯实能力，成为摆在整个行业面前的现实课题。 从竞争格局看，随着市场由增量竞争转向存量竞争，企业间的分化日益明显。规模偏小、技术积累不 足、产品竞争力有限的企业，面临的生存压力不断加 ...

新华社布鲁塞尔12月16日电（记者张兆卿 丁英华）欧盟委员会16日发布汽车产业一揽子方案，提议放 宽2035年"禁售燃油车"相关要求，将2035年新车"零排放"目标调整为"减排90%"。这将为插电式混合动 力汽车、增程式汽车、轻度混合动力汽车以及内燃机车辆销售留出空间。（完） ...

以下文章来源于极客公园 ，作者极客公园汽车组 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 本文来自微信公众号： 极客公园 ，作者：周永亮，编辑：靖宇，题图来自：AI生成 过去几年，大家还在喊"增程真香"，但如今，市场已经变天了。 但为什么这一百多年来，这技术一直被扔在角落里吃灰？简单来说，是因为它在技术和商业逻辑上都 站不住脚。 增程车属于"既要又要"的思路，既要塞进电池电机，又要硬塞进一套发动机和油箱。在那个电池很 贵、技术又不成熟的年代，增程就是个两头不讨好的"怪胎"：论重量，它比电车还沉；论价格，它比 油车还贵。所以在很长一段时间里，增程在很多工程师眼里就是"脱裤子放屁"，纯属多此一举。 2019年成为一个转折点。当时，新能源补贴开始大幅退坡，市场逻辑硬生生地从"政策驱动"转向 了"市场驱动"。理想汽车敏锐地嗅到了家庭用户的真实痛点：大家关注的并不是技术路线的优劣，更 关心价格、空间、配置。 理想ONE的成功并非源于技术突破，而是源于产品定义的胜利。理想非常聪明地利用增程结构省下 了巨额的电池成本，然后把这笔钱全部砸进了用户肉眼可见的地方——Nappa真皮、冰箱、彩电 ...

今年调节车市销量增速的重要政策是以旧换新补贴。截至10月22日，2025年汽车以旧换新补贴申请量突破千 万辆，前11个月申请量已达1120万辆。乘联分会认为，随着各地补贴的大面积暂停，11月的日均补贴规模降 到3万辆。 在报废更新、置换更新叠加新能源免征购置税等政策利好下，11月新能源车国内零售渗透率59.3%，较去年 同期提升7个百分点，再创新高。从细分市场来看，11月纯电动市场成为唯一的增长亮点，纯电动市场零售同 比增长9.2%，增程同比下降4.3%，插混同比下降2.8%，燃油车国内零售同比下降22%；新势力中的纯电动与 增程的结构占比，从去年11月的57%：43%变为73%：27%。 不过，乘联分会同时提示称，今年12月共有23个工作日，较去年同期多一天，较11月的20个工作日多3天，12 月生产销售时间相对充裕。受车购税免税到期政策的影响，消费者年末购车紧迫感更强，因而选择车型更考 虑提车进度。由于热销车型的购买排队，很多消费者转而购买平销车型。 年底翘尾行情没了？ 12月8日，乘联分会公布的最新数据显示，11月全国乘用车市场零售222.5万辆，同比下降8.1%，环比下降 1.1%。车市年底难现"翘尾 ...

此前，有机构的用户调研显示，高达78％的用户认为多挡DHT的驾驶感"仅优于传统燃油车"，与单 挡插混或增程式接近纯电的平顺性相比，存在一定差距。这表明多挡DHT车型在用户最为关注的驾驶 体验方面，未能完全满足消费者对新能源汽车舒适性的期望。 新能源汽车正从"技术崇拜"转向"实用主义"，市场竞争逻辑也从单纯的"参数比拼"转变为"场景适 配"。从市场层面看，近一两年增程式车型凭借其"大电池＋大油箱"配置，实现了较长的纯电续驶里 程，能够满足多数城市通勤需求，日常使用中仅需充电，大大降低了使用成本和充电焦虑。而单挡 DHT车型则以其较低的价格，打开了入门级市场，为消费者提供了高性价比的选择。在这种情况下， 多挡DHT车型的优势已不再突出，消费者在购车时更加注重车辆在实际使用场景中的表现，这也倒逼 多挡DHT技术进行进一步改进。 11月21日，2025广州车展开幕，与众多纯电动汽车和增程式汽车相比，配装多挡DHT（混合动力 变速器）的车型并不多，声量也远不如前两者大，作为曾经一度被寄予厚望的技术路线代表车型，多挡 DHT车型的处境相对尴尬。从车展上看，目前高端市场以增程式车型为主力，低端市场则以单挡DHT 车型为主力 ...

Core Insights - The competition between electric and hybrid vehicles is intensifying as pure electric vehicles (BEVs) are projected to exceed 50% of the new energy vehicle market by 2025 [1] - The upcoming reduction in subsidies for new energy vehicles adds uncertainty to the future trajectory of fuel and electric vehicle sales [2] - According to the "Energy-saving and New Energy Vehicle Technology Roadmap 3.0," it is predicted that by 2035, 52% of vehicles will still have internal combustion engines [2] Group 1 - By 2035, over 80% of new passenger vehicles sold will be new energy vehicles, with a BEV to PHEV ratio of 6:4, indicating that fuel vehicles and hybrid vehicles will account for 52% of sales [2] - In 2030, the proportion of new vehicles with fuel tanks is expected to be 65%, decreasing to 32% by 2040 [3] - The sales growth of pure electric vehicles has been rapid, with a 20% year-on-year increase in October, while range-extended and plug-in hybrid vehicles saw declines of 7.7% and 10.3%, respectively [3] Group 2 - The wholesale structure shows that pure electric vehicle sales have surpassed 60%, with 62% of new energy vehicle sales being pure electric, a 4% increase year-on-year [3] - The market share of pure electric vehicles has dramatically shifted from 49% to 51% last year to 74% to 26% this year, indicating a significant change in consumer preference [3]

Core Insights - The wholesale sales of range-extended electric vehicles in October reached 121,000 units, representing a year-on-year decline of 1.9%, while retail sales decreased by 7.7% [1] - Since June of this year, the proportion of range-extended vehicles in the overall new energy vehicle wholesale structure has been declining for five consecutive months [2] - The market share of pure electric versus range-extended vehicles among new forces has shifted from 49%:51% last year to 74%:26% this year [3]

（文章来源：第一财经） 据乘联分会今日公布的最新数据，10月增程式批发12.1万辆，同比下降1.9%，零售同比下降7.7%。今年 6月以来，增程式在总体新能源汽车批发结构中占比已经连续5个月下跌。新势力中的纯电动与增程的结 构占比，从去年的49%∶51%变为74%∶26%。 ...

Core Viewpoint - The market for range-extended electric vehicles (REEVs) is experiencing a slowdown in sales growth, despite an increasing number of new models being introduced by various manufacturers. The competition is intensifying as companies adapt their strategies to enhance battery capacity and electric range to compete with pure electric vehicles (EVs) [1][2][4]. Market Trends - As of September, the wholesale sales of pure electric vehicles in China reached 947,000 units, a year-on-year increase of 32.4%, while REEVs sold 129,000 units, showing a year-on-year growth of only 8.7% [2]. - The market share of pure electric vehicles has grown to 63%, while REEVs have seen a decline in market share, dropping to 9% [2][6]. Technological Developments - The cost of key components, particularly lithium carbonate for batteries, has significantly decreased, allowing for lower prices of electric vehicles. The price of battery-grade lithium carbonate fell from approximately 600,000 yuan per ton in 2022 to around 70,000 yuan per ton, a drop of over 80% [3]. - New models with larger battery capacities are being introduced, such as the Leap Motor D19 with over 80 kWh, which exceeds many comparable pure electric models [5][6]. Competitive Strategies - Manufacturers are shifting their focus from "small battery + large range extender" to "large battery + small range extender" configurations to enhance the driving experience and compete more effectively with pure electric vehicles [4][6]. - Companies are emphasizing the need for a balance between battery size and cost, with some suggesting that not all REEVs should be equipped with large batteries, but rather focus on mid to high-end models [6][8]. Future Outlook - There is a growing consensus that REEVs will continue to have a place in the market, particularly for consumers in areas with limited charging infrastructure. However, the trend indicates that pure electric vehicles will dominate the market in the coming years, with projections suggesting that by 2040, pure electric vehicles will account for 80% of the new energy vehicle market [7][9].