PHEV market potential shows power battery supporting pattern "change"?
Release time:
2023-10-19
Judging from the whole PHEV battery matching situation in the first half of 2023, BYD mainly matches its own models. Ningde era benefited from the exclusive supply of ideal cars L7, L8, L9 and ideal One, as well as the matching of SL03 and UNI series models in Chang 'an dark blue leading the market share of PHEV battery matching.
Judging from the whole PHEV battery matching situation in the first half of 2023, BYD mainly matches its own models. Ningde era benefited from the exclusive supply of ideal cars L7, L8, L9 and ideal One, as well as the matching of SL03 and UNI series models in Chang 'an dark blue leading the market share of PHEV battery matching.
Not only BYD, Ningde era, mainstream battery manufacturers have been working on PHEV batteries.
Honeycomb Energy is equipped with many PHEV main models under Great Wall, such as Haver Dog, Haver Xiaolong MAX, Haver H6, Latte, Mocha, etc. Honeycomb Energy Battery System is also equipped with Lingke 06 PHEV under Geely;
Zhongchuang Xinhang is equipped with Changan dark blue S7 and Changan dark blue SL03. Guoxuan Gaoke is equipped with Haver Big Dog, Haver Xiaolong MAX, Haver Xiaolong and Haver God Beast. Lishen Battery is equipped with Geely's Jiaji, England TX, England LX, Geely Plantronics and other models.
As a major highlight of the growth of the new energy vehicle market, the direction transformation of the PHEV market is the focus of the layout of major mainframe manufacturers, and it has also become an opportunity for a group of new car-building forces to cross the "life and death line. In terms of subdivision, PHEV models differ from pure electric vehicles in terms of energy density, technical routes and size specifications.
The rapid growth of PHEV has brought new development opportunities and opportunities for overtaking in corners to related lithium-ion enterprises.
Why the PHEV market broke out
Judging from the performance of past market data, the first half of 2023 is not a short-lived boom for PHEV models. In 2022, the market growth rate of PHEV has exceeded the market growth rate of pure electric vehicles.
There are several reasons for the rapid growth of PHEV market.
The first reason is cost. Compared with pure electric models of the same level, the power battery with plug-in and extended range reduces the capacity of the battery due to the addition of an engine or range extender, and the overall cost is reduced. Take BYD Song Plus as an example, the pure electric version costs 16.98-209800 yuan, the plug-in hybrid version costs 15.98-199800 yuan, and the plug-in hybrid version is at least 10000 yuan cheaper than pure electric. As for the extended-range models, the zero-run pure electric version costs 155800 yuan, while the extended-range model costs 14.98-185800 yuan, which is about 20000 yuan cheaper than pure electricity.
From the perspective of positioning end customers, especially consumers such as the third and fourth lines are more sensitive to prices, and the price difference discount of 1-20000 yuan has obvious discounts.
The second reason lies in the change of perception. In the domestic automobile electric wave opened, especially the early high industrial chain construction costs, consumer audiences concentrated in first-tier cities. However, with the reduction of the cost of new energy vehicles and the acceleration of sinking to the second tier and beyond the market, more and more ordinary consumers begin to come into contact with new energy vehicles. At the same time, PHEV models are more acceptable to ordinary consumers because of their diversified scene adaptation.
The third reason is the promotion of policy. The Ministry of Finance, the State Administration of Taxation, and the Ministry of Industry and Information Technology jointly issued the "Announcement on Continuing and Optimizing the New Energy Vehicle Purchase Tax Reduction Policy" mentioned that it is clear that the new energy vehicle purchase tax reduction policy will be extended to December 31, 2027. In the new policy, the key point is to treat plug-in hybrid models and pure electric models equally in terms of the amount of relief and the duration of the policy.
The superposition of the three factors will not only facilitate the rapid replacement of fuel vehicles by PHEV models, but also quickly drive the shipments of related battery companies on the battery support behind them.
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