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assuming xiaopeng develops extended-range electric vehicles, who will continue to insist on pure electric vehicles?

2024-09-16

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the article is reproduced from pinjia

recently, according to 36kr auto,xpeng motorsrange extender vehicle projectexistthe core components have been ordered in the first half of this year, and the first extended-range vehicle is under full development, and mass production is expected in the second half of 2025.

in a recent interview, when the media asked about xiaopeng's range extension plan, he xiaopeng, chairman of xiaopeng motors, did not deny it, but vaguely mentioned:i plan to share my views on 1024.and said, "our views are not exactly the same as those in the current market.

just last year, he xiaopeng said that xiaopeng motors will still stick to the pure electric route and predicted that the market share of extended-range vehicles will gradually decrease after 2023.

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xiaopeng's extended-range strategy: whether to focus on sales or bet on ai

the sales of extended-range vehicles did not meet xiaopeng's expectations. on the contrary, car companies that turned to extended-range vehicles have achieved a rapid increase in sales in a short period of time.

the so-called "little ideal"zero runafter the promotion of extended-range vehicles, the monthly sales in july have increased to 20,000 units, exceedingnio, and its sales mainly come from the same family-orientedSUV, mainly targeting the 100,000-150,000 marketC10 andC11,sales of these two models alone reached 14,000 units in july.

xiaopengG6. xpengX9、MONA M03after launching several new cars with the potential to be hits, xiaopeng still did not see the expected sales surge.MONA Mthe orders for 03 exceeded expectations, but for xiaopeng, which has been established for 10 years, the market can no longer wait.

xpeng's sales in august this year did not increase much compared with the same period last year. source: xpeng motors

according to 36krcar newsxiaopeng's first extended-range vehicle will be a large suv, with the internal project codename g01. it will be developed based on the g9 prototype and will mainly target the 200,000 yuan and above price range.

in fact, fromxpeng g9at the beginning, xiaopeng repeatedly experienced the test of complex bom, cost control and other product strength. at that time, some industry insiders believed thatfor xiaopengGif a product like this can further reduce its price by 50,000 yuan with the help of range extension, it will be an absolute hit in the market.

in the past two years, xiaopeng has focused onAI, further establishing its position in the first echelon of china's intelligent driving technology. this means that on the one hand, xiaopengAIthe technical level requires greater capital investment, so xiaopeng's goal of increasing sales will be more urgent; on the other hand, how about xiaopeng's previous response, "our views are not exactly the same as those in the current market.

perhaps, compared with the past obsession with power forms, xiaopeng may focus more on how to useAIdefine car.

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more and more car companies are planning to extend the range

in fact, in the chinese automobile market, more and more brands have begun or are preparing to switch to extended-range electric vehicles.

image source: internet

earlier, there was news that xiaomi plans to launch an extended-range electric vehicle in 2026.SUV. having worked in the pure electric market for many yearsgac aion, after experiencing ups and downs in the market, it also plans to launch plug-in hybrid and extended-range models next year.zeekravitazhijibrands currently in the pure electric camp will also put range extension on the agenda.

it is rumored that xiaomi's social recruitment involves positions related to the extended-range system. source: internet

in a few years, the range-extended vehicle has gone from being a “backward technology” to a hot commodity in the market. during this period, china not only has a mature supply chain, but more importantly, it has reduced power costs, improved product definition capabilities, and increased product added value through intelligence, all of which have expanded the market space for the range-extended vehicle.

of course, when the extended-range electric vehicle finally escaped the discussion of whether it was backward, with the further explosion of the extended-range electric vehicle market,starting from 2025, the extended-range vehicle market is likely to become a new internal track in the chinese automobile market.

who can create a "more advanced" extended-range vehicle may become a new proposition in china's new energy vehicle market.

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perhaps only nio will stick to pure electric

judging from the trend of automakers turning to extended-range electric vehicles, the urgency of increasing sales will drive many automakers to gradually turn to extended-range electric vehicles.

among them, perhaps only nio is an exception.

for nio, insisting on pure electric vehicles means insisting on promoting the battery swap business model.

since the beginning of this year, nio has successivelygac groupchangan automobile, geely holding, chery automobile, jac group, lotus, faw group and others have reached a strategic cooperation on charging and battery swapping to form the nio battery swap alliance. nio, which currently has only two pure electric models, will also join it in the future.

activating the battery swap business model and even splitting up and listing it independently are all part of nio's long-term development plan. this means that nio has no way out on the pure electric path.

image source: internet

at present, nio's battery swap stations have entered the fourth generation and have launched a plan to expand to county-level areas. with the upcoming listing of ledao, its performance in the mainstream market will become an important way to promote nio's battery swap model.

of course, the most important thing iswhen non-nio brand battery swap models appear in the battery swap alliance, that may be the real turning point for nio’s battery swap model.

from this point of view, turning to extended-range electric vehicles will be a fatal blow to nio's promotion of the battery swap model, so pure electric is nio's long-term development strategy.

in fact, whether it is extending the range or replacing batteries, there is only one core proposition: survival is the most important thing.