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大众“听劝”入局,它的首款增程车来了
第一财经· 2026-03-16 14:49
Core Viewpoint - 2026 is positioned as a strategic counterattack year for SAIC Volkswagen, with plans to launch seven new energy models, including the flagship ID. ERA 9X, which is the largest model in the Volkswagen brand's history and its first range-extended vehicle [3][4]. Group 1: Product Launch and Technology - The ID. ERA 9X is set to address the core pain points of the current range-extended market, featuring the EA211 1.5T engine, which minimizes the power output difference between fully charged and depleted states to 5%-8% [4]. - The vehicle is equipped with a 65.2 kWh large-capacity ternary lithium battery, achieving a pure electric range of over 400 km under CLTC standards, aligning with the mainstream "large battery range-extended" benchmarks [4]. Group 2: Market Challenges - The range-extended vehicle market is becoming increasingly crowded, with nearly 50 models competing by 2025, and new entrants like Xpeng, Xiaomi, and BYD expected to launch "large battery range-extended" products in 2026 [5]. - Sales growth in the range-extended vehicle segment is slowing, with a mere 3% increase in 2025, significantly lower than the 24.4% growth in pure electric vehicles and 8.8% in plug-in hybrids, indicating a dilution of market share due to the influx of new models [5]. - SAIC Volkswagen aims to increase the proportion of new energy products from 5% to over 20% in 2026, highlighting the critical need for the ID. ERA 9X and subsequent models to deliver substantial sales [5].