In April, the Federation of Passenger Cars released a set of data that sent a very clear signal.
The retail sales of the narrow passenger car market were 1.532 million units, of which the retail sales of new energy vehicles were 674,000 units, and the penetration rate of new energy vehicles was close to 44%, and the market share of gasoline vehicles remained 56%.
In the new energy segment, the retail sales of BEVs and PHEVs were 405,000 units, and the retail sales of PHEVs and plug-in hybrid models were 269,000 units.
In other words, the market sales of BEV pure electric vehicles account for only about 26%, and the other 74% of the market share is supported by vehicles equipped with internal combustion engines.
Whether it is a PHEV or a REEV, even if car companies can make the battery pack capacity very large, at present, a large number of plug-in hybrid vehicles have a pure electric range of less than 200km, and the theoretical capacity of pure electric range of many vehicles is about 50km-100km.
The theoretical range of a small number of vehicles can exceed 150km.
Technically speaking, PHEV and REEV, the lowest level of support is still the engine, because the data shows that the engine accounts for a very high proportion of the hybrid system, and the starting frequency is frequent, especially in the winter use process, the disadvantages of the PHEV's small battery pack are highlighted, and the range shrinks sharply.
In the inevitable winter car scenario, more people will choose new energy vehicles with internal combustion engines and use them frequently.
The growth rate of electrification in China will be so fast, in essence, it is still driven by the internal combustion engine, and only 26% of people choose to completely abandon the internal combustion engine when buying a car.
But if we return to the budget perspective, the penetration rate of new energy in the consumer market within 50,000 yuan has exceeded 80%, and this market is 100% supported by pure electric, short-range, and mini-vehicles.
In other words, a considerable part of the user group in the choice of pure electric vehicles, mainly because of the low price, easy to use, low cost of travel three advantages.
The extremely strong representative product is the Hongguang MINI EV, which solves the pain point of 5km of travel centered on home at a price of about 30,000 yuan.
For more people, the acceptance of EV pure electric vehicles in the high-end market is not high, especially in the market segment of more than 300,000, the sales contribution of pure electric vehicles is not large, but it can absorb the value of internal combustion engines, with the help of motors, batteries, and the hybrid system that eats up the new energy dividends, has a huge development space.
Taking the AITO M9, which has landed at least 500,000 units, for example, REEV (range extender vehicle) accounts for a very high proportion of sales, and the sales of EV pure electric models are almost completely wiped out.
Another Denza D9 that has already been statistically sold, behind the huge sales results, is supported by the DM-i power architecture based on the internal combustion engine, and the sales of the EV version of the Denza D9 are dismal.
There are two main reasons why more people prefer hybrid powertrains:
One is that hybrid vehicles are still defined as new energy vehicles, which can receive purchase tax subsidies, higher right-of-way subsidies, and can also enjoy the support of household welfare electricity.
The other is that, on the basis of enjoying the above advantages, as a car, the appearance of the engine will not lose the basic functionality of the vehicle, and the appearance of the internal combustion engine can also be perfectly competent in winter, long endurance, and long-term use with large loads.
Therefore, more people are willing to choose hybrid models.
It is true that pure electric vehicles can achieve lower daily use costs, but for consumers who can start with hundreds of thousands or hundreds of thousands of models, how much cost can be saved is secondary, and their priority will be considered as a car, whether it has the ability to resist the risks of more use scenarios.
In essence, even though many people choose new energy vehicles now, they are more out of recognition and trust in internal combustion engines, and embrace new energy vehicles under dividends.
Those consumers who are willing to choose pure electric vehicles with a larger budget are actually only a minority, and the proportion of users who buy EV pure electric vehicles in the range of 10-300,000 is not as large as imagined.