文｜新能源观察家

zaixinnengyuanqichexingyekuaisufazhandebeijingxia，2024niandejiagezhanchengweixingyeneiwaireyidehuati。biaomianshangkan，xiaofeizhesihushizuidadeshouyizhe，danbeihouqueanliuyongdong，yinzangzhecheqiyugongyingshangzhijiandejinzhangguanxi，yijichanpinzhiliangxiajiangdefengxian。

huigujijiangguoqude2024nian，guoneishichanggongyou195kuanxinnengyuanchexingshishilejiangjiacelve，chadianhundongchexingpingjunjiangfu1.5wanyuan，chundianchexinggengshigaoda2wanyuan。zheibujinfanyingleshichangderedu，yejieshilejiagezhandejiliechengdu。

weileweichilirunkongjian，cheqibudebucaiquyixiliecuoshilaijiangdichengben，zheijigongyingliandailailejudayali。genglingrendanyoudeshi，youyuchengbenyasuodaozhidechanpinzhiliangwentikaishifuxian，rucheshenshengxiudengxianxiang，yinfalexiaofeizhedebumanqingxu。

zhanwang2025nian，xinnengyuanqicheshichangdejiagezhanyujirengjiangchixu。dansuizheshichangjingzhengdejiajuhexiaofeizhexuqiudeduoyanghua，cheqimenxuyaoxunqiuxindetupodian，yishixiankechixufazhan。jishuchuangxinhefuwushengjijiangchengweibaituojiagezhanzhigudezhongjishashoujian，zheiyejiangyuxiaofeizhede“helidingjia”yu“pinzhibaozheng”zhongjisuqiudadaomouzhongpingheng。

翻开新能源车市年鉴，2024全年都写着两个字——血拼

zhongguoqichegongyexiehuishujuxianshi，jinnian11yuexinnengyuanqicheyueduchanxiaoliangzaichuanglishixingao，shuangshuangtupo150wanliang。11yue，xinnengyuanqichechanxiaofenbiewancheng156.6wanlianghe151.2wanliang，tongbifenbiezengzhang45.8%he47.4%，xinnengyuanqichexinchexiaoliangzhanqichexinchezongxiaoliangde45.6%。

jinnian1-11yue，xinnengyuanqichechanxiaofenbiewancheng1134.5wanlianghe1126.2wanliang，tongbifenbiezengzhang34.6%he35.6%，xinnengyuanqichexinchexiaoliangdadaoqichexinchezongxiaoliangde40.3%。zhideyitideshi，xinnengyuanqicheguoneixiaoliangzhanbilianxu4geyuechaoguo50%。

图/2024年11月新能源汽车部分数据 来源/中汽协 新能源观截图

jinri，zhongguodiandongqichechongdianjichusheshicujinlianmengfabushuju，jiezhi2024nian11yuefen，quanguochongdianjichusheshileijishuliangwei1235.2wantai，tongbishangsheng49.5%；1yuefenzhi11yuefen，chongdianjichusheshizengliangwei375.6wantai，tongbishangsheng23%。

huihuangdezhanjibeihou，shiguoneixinnengyuanqichexiaofeishichangshangjiagezhanxiaoyanmiman，gejiacheqijiandaoguangjianyingdejiliebosha。

zaizhongguoshichangshang，jinnianjiezhimuqiangongyou195kuanchexingshishilejiangjiacelve，qizhongchadianhundongchexingdexinchejiangjiafuduyouweixianzhu，pingjundadaole1.5wanyuan，jiangjialiduwei8.5%；erchundiandongchexingxinchejiangjiafudugengshigaoda2wanyuan，jiangjiabilidadaole10%。

tesilazuoweixingyedelingjunzhe，nianchuzaizhongguoshichangdedafudiaojiakanchengyichang“nianyuxiaoying”。1yue1ri，tesilaxuanbumodel 3biaozhunxuhangbanqishoujiaxiadiaozhi22.99wanyuan，gaoxingnengbanjiangzhi32.99wanyuan；model yzhangxuhangbanjiangzhi25.99wanyuan，gaoxingnengbanjiangzhi28.89wanyuan。

图/Model 3-Model Y调整后价格 来源/互联网 

zheiyijucuoxunsudianranleshichangreqing，bujinranglaokuanchexingxiaoliangdazeng，hailijizaishichangshangyinfaleliansuofanying，qitapinpaifenfengenjinjiangjia。liru，xiaopengqichesuijixuanbup7ixiliechexingzuigaojiangjia3.6wanyuan，g9quanxichexingzuigaojiangfuda3wanyuan；lixiangl7 pro/l8 prozefenbiejiangjia2wanyuan。biyadidengpinpaijinsuiqihou，tuichuleduokuangaoxingjiabichexing，bingduibufenxianyouchexingjinxinglediaojia。

juzhongguoqichegongyexiehuitongji，tesilajiangjiahoudediyigeyue，model 3hemodel yzaizhongguoshichangdexiaoliangtongbizengzhangle40%。tesiladejiangjiabujinxiyinledaliangyuanbenguanwangdexiaofeizhe，haiposhijingzhengduishoudiaozhengzhanlve，tuidonglezhenggexingyedebiange。

duiyuxiaofeizheeryan，zheichangjiagezhandailaidezhijiehaochushigouchechengbendejiangdi。xuduoqianzaimaijiabiaoshi，tamenyinweijiagediaozhengertiqianhuojiasulegouchejihua。raner，yeyoushengyinzhichu，pinfandejiagebiandongkenenghuiyingxiangpinpaidewendingxing，shenzhiyinfaxiaofeizhedefumianqingxu。

lirumouxiepinpaixinshangchechexingdafujuliejiangjia，yinfadelaochezhulahengfudumenmajiedeshijian，zai2024niandexinnengyuanqichexiaofeishichangzhongchengweiyizhonglvjianbuxiandefeizhengchangcunzai。

yixiechezhuzaijieshoucaifangshitidao，suiranjiagejianglebushao，danfeichangdanxinweilaicheliangdezhilianghuibuhuishouyingxiang，youqishishejixingcheanquandelingbujianshibushiweilejiangdichengbenertougongjianliaoshenzhiyicichonghao。qishi，zheiyangdedanyoubingfeiqirenyoutian，erzaixianshigoucheyongcheguochengzhongyijingyoulehuoshengshengdeshichui。

2.倾巢之下，安有完卵 车企价格战硝烟背后的双刃剑

suizhejiagezhanhuoxiandemanyan，gongyingliandeyalizhujianxianxian。weileweichilirunkongjian，cheqibudebucaiquyixiliecuoshilaijiangdichengben，erqizhongshoudangqichongdejiushiyugongyingshangzhongxintanpanjiangdilingbujiancaigouchengben、youhuashengchanliuchengyiyasuochengben。

bingfeisuoyoudegongyingshangdounengzaijiagezhanzhongwenzuodiaoyutai。liru，jinqinaodefeifeiyangyangdebiyadijiangbenyoujianshijian。

youjianluokuanxianshi，gaiyoujianxibiyadijituanzhixingfuzongcai、chengyongcheshouxiyunyingguanhezhiqiyu11yue26rifachu。neirongxianshi：“weizengqiangbiyadichengyongchejingzhengli，womenxuyaozhenggegongyingliangongtongnuli、chixujiangben。yinciwotichuruxiayaoqiu：guisisuogonghuochanpin，cong2025nian1yue1riqijiangjia10%。”

图/邮件内容

yeneirenshiduicipingluncheng，biyadijigongyingshangfukuanzhouqizhishaoshibannian，danshifudehaishishangpiao，haiyoubannianzhouqi。zheiduigongyingshangdexianjinliuyalifeichangda，ruguozairanggongyingshangxiadiao2025niangonghuojiage，gongyingshangdeshangyejiazhijiubufucunzaile。

shishishang，zhongxiaoxinggongyingshangzaizheichangjiagezhanzhongchengshoulejudadeyali，henduozhongxiaoxinggongyingshangmianlinzhexianjinliujinzhang、dingdanbuwendingdengwenti，mouxieqiyeyijingchuxianlecaiwuweijideqingkuang。

genglingrendanyoudeshi，youyuchengbenyasuodaozhidechanpinzhiliangwentikaishifuxian。yixiexiaofeizhefanying，goumailejigeyuedexinnengyuanqichechuxianlecheshenshengxiudengwenti，zheibujinyingxiangleshiyongtiyan，yeyinfaleduipinpaixinrendudezhiyi。

yijiaweiyujiangsudesanreqizhizaoshangfuzerenliuxianshengbiaoshi：“womenbeiyaoqiubuduanyadijiage，danyuancailiaochengbenbingmeiyouxiangyingxiajiang。xianzaigongsimeigeyuedouzaikuisun，buzhidaohainengchengduojiu。”

chulegongyingliandeyali，chanpinzhiliangwentiyekaishixianxian。

guangdongzhanjiangdexinnengyuanchezhusunxiansheng（huaming）jiangshuletazuijindejingli。checaimailebudaoyinianban，cheshenchuxiandamianjishengxiu，4gechemenshengxiubaoqi。tazhaodao4sdian，duifangbiaoshi，liuchedamoquerenshifouxiuchuan，xiuchuanjiugenghuanmen，meixiuchuanjiupenqichuli。zuoweichezhu，sunxianshengzhiyanzheigefanganwufajieshou。

tongyangyinshengxiufannaodehaiyouliuxiansheng（huaming），tademoukuanremenchexingmaidaoshouyeshiyinianduoshijian，faxianzhengchedamianjixiushi，baokuocheshenzhengtijiegouduogefugaijiandouyixiushichuxiankongdong。tazhaole4sdian、zhaolechangjia，zuolejianding，lailaihuihuibangeyue，zuihoujichudefanganjiushizuofangxiuchuli。

ju《zhongguoqichebao》baodao，2024nianquanguofanweineijiedaoguanyuxinnengyuanqichezhiliangwentidetousuzengjiale20%。qizhongcheshenshengxiu、dianchixuhangsuoshui、chongdianguzhangdengwentizuiweichangjian。

mianduizheixiewenti，xingyezhuanjiahuyuguanzhuzhangqijiankangfazhan，bimianyinduanqiliyixishengchanpinzhilianghefuwushuiping。qinghuadaxueqichechanyeyujishuzhanlveyanjiuyuanyuanzhangzhaofuquanjiaoshourenwei：“jiagezhankeyiduanqineicijixiaoshou，dancongzhangyuanlaikan，buliyuxingyedejiankangfazhan。qiyeyinggaigengjiazhuzhongjishuchuangxinhefuwutisheng，zheiyangcainengyingdexiaofeizhedexinrenhezhichi。”

3.展望2025价格战走向，多元化和差异化竞争将占主导

zhanwang2025nian，xinnengyuanqicheshichangdejiagezhanyujirengjiangchixu。dansuizheshichangjingzhengdejiajuhexiaofeizhexuqiudeduoyanghua，cheqimenxuyaoxunqiuxindetupodian，yishixiankechixufazhan。

zhengcedaoxiangfangmian，zhengfubutiekenenghuizhubutuichu，querdaizhideshigengjiazhuzhongfeicaizhengjilicuoshi，ruchongdianjichusheshijianshehezhinengjiashijishutuiguangdeng。genjuruiyindengjigoudefenxi，2025nianzhongguozhengfuduixinnengyuanqichedebutielidukenenghuiyousuojianruo，“yijiuhuanxin”“baofeizhihuan”dengcijizhengceyujihuimianlintuipo，zheijiangzhijieyingxiangdaocheqidechengbenjiegou，poshitamenxunzhaoxindeyinglimoshi。

yucitongshi，zhengfukenenghuitongguoqitafangshizhichixinnengyuanqichechanye，liruyouhuachongdianjichusheshijianshe、tuiguangzhinengjiashijishudeng。zheixiejucuoyouzhuyujiangdixiaofeizhedeshiyongchengben，jianjiecujinxiaoliangzengzhang。

jieheganggangjieshudezhongyangjingjigongzuohuiyidedingdiao，duineijuanshiexingjingzhengdezonghezhengzhijianghenkuailuodi，xinnengyuanqichexingyebijiangyinglaiyibodiaozheng。shishishang，yituhenmingxian，qiyebazhongdianfangzaijuanchengben、juanjiageshang，erfeitishengchanpinzhiliang。zheihuidaozhiqiyedelirunlvxiajiang，wufazaiqutouzixindechanpinhuozhejinxingchanyezhiliangshengji。

jianzhineijuanshiexingjingzheng，zhizaiyouhuashichanghuanjing，tuidonggaozhiliangfazhan，bimianqiyeyinduanqiliyierxianruexingjingzheng，daozhiziyuancuopei、channengguosheng、dixiaozhongfujianshedengwenti，zhongzaiguliqiyetongguochuangxinhejishujinbulaiyingdejingzhengyoushi。

jishuchuangxinshifazhandewangdao，yejiangchengweicheqimenbaituojiagezhanzhigudezhongjishashoujian。

xinxingdianchirugutaidianchi、qingranliaodianchideyanfajinzhanxunsu，youwangzaiweilaijinianneishixianshangyehuayingyong。zheileixianjinjishubujinnengtishengxuhanglicheng，hainengdafujiangdishengchanchengben，weicheqilinghuodingjiatigonggengduodecaozuokongjian。zhinenghuayuwanglianhuadefazhanyejiangchengweizhongyaoqushi，gaojibiezidongjiashigongnengdepujijiangweichanpinzengjiagengduofujiazhi。

fuwushengjitongyangbukehushi。chuleyingjiancengmiandejingzhengwai，ruanjianhefuwudezhiliangbiandeyuelaiyuezhongyao。youzhideshouhoufuwuwangluo、bianjiegaoxiaodechongdianjiejuefanganjiangchengweixiyinkehudezhongyaoshouduan。

lirutesiladefsd v12xitongzhanshilezidongjiashidejudaqianli；xiaopengzefabuleaitianjicaozuoxitong，bingjihuazaiweilaijinianneishixianleil3hel4jibiedezhinengjiashi；yulaituichudenio powerchongdianfuwutixi，weiyonghutigongmianfeihuandianfuwu，jidaditigaoleyonghudebianlixing。haiyouduojiacheqizhengkaolvtuichu“dingyuezhi”fuwumoshi，rangxiaofeizhekeyigenjushijixuqiulinghuoxuanzepeizhihefuwu。

jinglile2024niandejiliejiagezhanhou，xiaofeizhexiwangnenggoukandaogengjiatouming、helidedingjiajizhi，erbushipinfandejiagebodong。tongshi，yexiwangqiyezaijiangjiaranglixiaofeizhedetongshibaochichanpinzhiliang，bimianchuxianyinchengbenyasuoerdaozhidewenti。bijing，xiaofeizhedezhongjisuqiushihelidingjiayupinzhibaozheng。

keyiyujiandeshi，2025niandexinnengyuanqichexingyejiangzaizhengceyindao、jishuchuangxinyijishichangjingzhengdengduozhongyinsudezuoyongxiajixuyanjin。suiranjiagerengranshizhongyaodekaoliangyinsuzhiyi，dandanchunyikaodijiayibuzuyiweichizhangjiuyoushi。xiangfan，neixienenggouzaijishuheyonghutiyanfangmianbuduanchuangxindeqiye，gengyoukenengzaizheigechongmantiaozhandeshidaituoyingerchu，kaoduoyuanhuahechayihuajingzhengcelve，jinengweishangxiayouyanlianqiyechuangzaohelidelirun，younengweixiaofeizhedailaizhenzhengdejiazhi。