Extended range models are sweeping the whole Chinese market.
If new energy vehicles are revolutionizing in China’s auto market, then Zengcheng is undoubtedly the most effective driver for the growth of new energy vehicles.
According to statistics from the Federation of passengers, from January to July this year, retail sales of extended-range models reached 640000, an increase of 127% over the same period last year.
narrow-sense retail sales reached 1.
45 million, an increase of 55% over the same period last year.
and retail sales of pure electric vehicles reached 2.
9 million, an increase of 16% over the same period last year.
It is not difficult to see that although the add-on model is smaller than the narrow sense of plug-in and pure electric vehicles, the growth rate has been far ahead.
However, two years ago, extended range Power was the object of continuous complaints by industry leaders.
Why has it become popular with major car companies only two years later? Li wants the prophecy to come true? In 2020, Feng Sihan, then CEO of Volkswagen Group (China), blasted that Zengji Power was the “worst plan”.
Li Ruifeng, then Wei Brand CEO, also complained that it was the industry consensus that Zengcheng lagged behind.
Lantu CEO Lu Fang believes that the 5-8-year transition period is a very appropriate transition.
Although ideal car sales at that time have repeatedly broken records and become the second new power car company of IPO, the general view of the car market is that extended range is backward technology, and the introduction of extended range models is reversing history.
At that time, because only the ideal of new energy car companies started with extended range, complaining about extended range was often regarded as complaining about the ideal.
In the face of the “slander” of many bosses, Li Xiang was so unconvinced that he even openly used foul language at an event, and “in the afternoon” he wanted to conduct a comparative test of energy conservation and environmental protection with Volkswagen’s most advanced PHEV.
However, people’s words are awesome, and later the ideal car also began to be very secretive about the added power.
In this way, burdened with the mockery of the industry, the ideal has gone through three controversial years.
In more than three years, the monthly sales of ideal cars have jumped from a few thousand to a maximum of 50,000.
With the breakthrough of sales volume, the extended range is gradually accepted by the industry.
In November last year, Li Xiang also opened up as an extended platform and played the role of a “prophet”.
Li Xiang predicts that China’s own brands, which are still sticking to multi-block PHEV, will switch to the technical route of adding programs in the next year or two, a judgment that can be tested by 2025.
History is developing towards Li Xiang’s prediction.
Photo source: ideal car, at present, in addition to the introduction of extended-range models such as Jijie, Zero, Nezha, Dongfeng Lantu, Changan Deep Blue, and Chery Star Road, more and more car companies will join the extended range camp.
According to the new car plan for 2024 unveiled by Changan high-end new energy brand Avita, Avita will launch four add-on-powered models this year.
As one of the new products, the Avita 07 with extended range power is expected to be officially launched in September this year.
Liu Tao, co-CEO of Zhiji, revealed in December last year that Zhiji plans to launch its own add-on product plan around 2025, which has now been established.
According to industry revelations, Zhiji plans to release its first add-on SUV product in the first quarter of next year, matching the ideal L7.
Gu Huinan, general manager of GAC Ean, also said publicly in June this year that Eian will launch mixed and extended range models according to market changes, and the extended range is currently being planned.
Lin Jinwen, a senior executive of polar krypton, revealed that polar krypton will release a large SUV in 2025 in the form of pure electricity and super hybrid, which supports extended range and plug-in mode at the same time.
As for Xiaomi, there are media reports that the third model of Xiaomi is driven by extended range and will be launched in 2026.
At present, among the independent traditional car companies, only Great Wall has not disclosed the information related to the extended range.
Among the independent new forces, only Weilai and Xiaopeng are left to stick to it.
However, the tone of he Xiaopeng, chairman of Xiaopeng Motor, is also changing.
According to the plan, Xiaopeng is about to launch an extended-range flying car, and he Xiaopeng also began to think about the development of extended-range models: “extended range in the current high-speed experience, there are many problems, for Xiaopeng, what the next generation of extended range will be like?” this is our more thinking.
” Has Zuocheng become a lifesaver for car companies? Why are more and more car companies joining the extended range camp? There is nothing else, just because the car companies see the introduction of extended-range models, which is really profitable.
The ideal car is undoubtedly the most powerful proof of the promotion of extended-range models.
The performance of more than 50,000 units a month is still beyond the reach of new energy brands except BYD.
The same focus on the extended ride car, but also in direct competition with the ideal to sit in the second position of the new power.
At the initial stage of the question and ideal competition, some analysts in the industry believe that the extended market is limited and there is no room for more brands to enter, and the boundary and ideal sales will only rise and fall.
Now, however, both sales have made a qualitative leap, which further proves the potential of the extended market.
Data show that the MJ delivered a total of 31216 new cars in August, of which the M9 is firmly at the top of the luxury car market of more than 500000.
Zero-running cars have always been regarded as the second echelon of the new power.
However, since the launch of the “extended range + pure electricity” dual model strategy, zero-running cars have repeatedly reached record highs, and in August this year, zero-running cars became the third new car-building force with monthly sales of more than 30,000 units.
The extended range model of zero running is regarded as the replacement of ideal models in the industry.
Judging from the achievements of zero running today, this once again confirms the strong vitality of extended range.
Naha car also wants to thank the timely rain for the addition of the extended range.
Since Nezha won the annual sales of New Power in 2022, its sales have been in the doldrums, although the added power models have not been able to make it rise steadily, but its role can not be ignored.
You know, Nezha L, which is equipped with extended range power, sold more than 5,000 vehicles a month in June and July, accounting for half of its overall sales.
In addition to the new power, independent traditional car companies have also made a lot of money by launching extended-range models.
Dongfeng Motor is one of the independent traditional car companies, few of which can get a piece of the pie in the high-end new energy market.
Throughout Changan Automobile, SAIC, Guangzhou Automobile and other independent traditional car companies are developing high-end new energy, the launch of Avita, Zhiji, Ean Haopin and so on, but because it is pure electricity, the results are not satisfactory.
And Dongfeng Lantu’s first product, Lantu FREE, has two versions: extended range and pure electricity.
It is precisely by virtue of the extended range model that Lantu has a competitive capital in the market.
Data show that Lantu delivered 6156 cars in August, an increase of 54 per cent over the same period last year.
Cumulative sales from January to August42547 vehicles, an increase of 90% over the same period last year.
Changan Automobile has three major new energy brands, namely, Changan Qiyuan, Deep Blue and Avita.
With the positioning of extended range and pure electricity, Deep Blue has the highest monthly sales among the three brands.
In August, the monthly sales of Deep Blue exceeded the 20, 000 mark for the first time, with sales of 20131 vehicles, up 37% from the same period last year and a new monthly high.
On the whole, ideal, Jijie, Lantu, and Deep Blue set the extended range route at the initial stage of development, so they quickly stood out among the new forces and transformed independent traditional car companies, while Zero and Nezha turned around in time to embrace the extended range, and later they also gained a lot.
It can be said that the extended range model plays a light role in the process of developing new energy for the above-mentioned automobile companies.
In addition, the doubling of Zengcheng’s year-on-year growth rate has brought enough room for imagination to the industry.
At present, the monthly penetration rate of new energy vehicles has just exceeded 50%, which is still a big gap from the industry forecast.
Most institutions and industry insiders predict that the market share of new energy vehicles in China will exceed 70% by 2030.
Yu Chengdong even predicts that the proportion of new-energy car sales will be close to 100% in 2030.
However, given the current background of slow growth of pure electricity and doubling of extended range, it is not surprising that car companies are flocking to the extended range market.
Car companies can’t afford to lose, but it can’t be said that extended range has more advantages than plug-in.
As a matter of fact, technically, both extended range and plug-in have their own advantages and disadvantages, and there is no absolute difference between them, only whether they are suitable or not.
For consumers, they need to decide according to their actual needs and preferences.
At the beginning of the development of new energy, most car companies tend to launch pure electric models, but the development of pure trams is slow because they cannot solve consumers’ anxiety about battery life.
How to not only meet the needs of consumers for new energy vehicles, but also solve the driving anxiety, interruption and extended range has become the first choice of some consumers.
And in the interruption and extension that also solve the anxiety of driving range, because the needs of consumers are also different, some care about fuel economy, some care about power performance, and some care about mileage, so, consumers can choose mixed or extended range models according to their own demand preferences.
Accordingly, consumers who are not anxious about battery life may be more likely to choose pure electric models.
All in all, “consumers can build whatever they need”.
In this highly competitive market, it is obviously more important to meet the diversified needs of consumers.
Photo: Hongmeng Zhixing, therefore, car companies who are familiar with this skill will not lose sight of one or the other.
they understand that extended-range cars are only an option, not an exclusive must.
Wang Chuanfu, chairman of BYD, pointed out earlier that the automobile industry has entered the knockout stage, and the window of opportunity for the industry is only 3-5 years.
The choice of vehicle model and technical route is very important, and you can’t go the wrong way and waste time, otherwise, in addition to losing money, you will also be left behind by your competitors.
And how to choose the right route? In order to spread the risks brought by a single route, car companies usually “put eggs in different baskets”, both multiple lines at the same time, in order to avoid decision-making mistakes and lead to elimination.
Looking at the current car companies, we can see that most independent traditional car companies basically take into account pure electricity, plug-in and extended range.
Although the new power car companies do not have enough technology and capital reserves, they will not only bet on a form of power, such as asking the boundary and zero running to launch pure electric models.
MEGA, the first pure electric model of ideal cars, is still waiting for an opportunity to enter the pure electricity market, although it has a bad start.
It is not difficult to see that in order to stand out in the fierce new energy competition, car companies will follow the trend of the times to choose extended range, but will not just choose extended range.
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