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市場調查報告書
商品編碼
1583754

OEM乘用車車型計畫(2024-2025年)

OEMs' Passenger Car Model Planning Research Report, 2024-2025

出版日期: | 出版商: ResearchInChina | 英文 495 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

1. 與新興整車廠相比,傳統整車廠追求的是銷售穩定的成長。

從已公佈銷售目標的整車廠數據來看,傳統整車廠對於2024年的銷售目標普遍採取穩中求進的策略,以穩步拓展市場為主。而新興整車廠則展現出更激進、擴張的態度,積極尋求快速提升市場佔有率、增強品牌影響力。例如,AITO的目標是2024年銷量達到60萬輛,實際銷量將比2023年成長約538%。 Neta設定2024年銷售目標為30萬台,實質銷售量較2023年成長約136%。

吉利、長安汽車、奇瑞、比亞迪、一汽2024年實際銷售量接近目標的50%。下半年各大主機廠除了陸續推出新車型外,還會有年終促銷和節慶促銷,預計這五家主機廠將穩步實現全年銷售目標。

2. 2024年至2026年,中國汽車製造商將發表約330款新車型。

根據主機廠揭露的車型計畫數量,2024年至2030年,中國主機廠將生產380至390款新車型(涵蓋自主/合資品牌和新興品牌,包括新車型和改進車型)。其中,約 330 款將是 2024 年至 2026 年間發佈的新車型。

以奇瑞為例,2024年至2026年期間發佈的新車型將以SUV為主,這間接反映了市場對SUV車型的持續高需求。此外,奇瑞也高度重視汽車能源結構的轉型升級,將電動車、插電式油電混合車、增程式汽車等新能源車型納入新車型系列的關鍵零件。

SUV車型憑藉著空間大、駕駛視野好、性能強等優勢,持續在汽車市場佔有重要佔有率。由此來看,無論是傳統汽車製造商還是新興整車廠都在後續車型計劃中推出多款SUV,以充分滿足消費者日益增長和多樣化的需求(2024-2027年SUV佔有率)(57.7% )。

從能源類型來看,新能源車仍佔主導地位,佔2024年至2027年新車計畫的91.8%(主要是純電動車佔63.9%,插電式混合動力車佔17.3%)。此外,各大整車廠也開始在新車計畫中佈置增程車型。例如,廣汽艾安、上汽IM、長安阿凡達、理想汽車等品牌正在考慮並採取 "純電動車" 和 "增程式" 並行策略。

3. 更多整車廠正在採用純電動、插電式混合動力和增程技術路徑的平行策略。

純電動車被認為是汽車產業未來的發展方向,但由於續航里程、加油便利性等核心問題尚未完全解決,消費者接受度仍有限。相較之下,混合動力車型作為過渡性技術解決方案,憑藉電池壽命長、出行經濟性和有軌電車舒適性等優勢,逐漸獲得市場更廣泛的接受。

縱觀國內主要整車廠的產品策略規劃,越來越多的整車廠在現有產品線的基礎上積極推出插電式混合動力和增程式車型。這些新車型不僅擴大了消費者的選擇,也進一步推動了新能源汽車市場的多元化發展。

本報告對中國汽車產業進行研究分析,重點在於主要整車廠公佈的中長期產品策略規劃、銷售目標、自主品牌、新興品牌、合資品牌的車型佈局/規劃我們提供主要型號的資訊等。

目錄

第1章OEM車型規劃總結

  • 主要整車廠乘用車銷售及目標
  • OEM 公司新車發表回顧(2024-2027 年)
  • 自主品牌乘用車車型計畫總整理(2024-2026)
    • 上汽集團 - 車型規劃總結、產品組合
    • 一汽 - 車型規劃總結、產品組合
    • 比亞迪 - 車型規劃總結、產品組合
    • 吉利 - 車型規劃總結、產品組合
    • 東風 - 車型規劃總結、產品組合
    • 廣汽集團 - 車型規劃總結、產品組合
    • 長安 - 車型規劃總結、產品組合
    • 北汽-車型規劃總結、產品組合
    • 長城 - 車型規劃總結、產品組合
    • 奇瑞 - 車型規劃總結、產品組合
  • 新興品牌乘用車車型規劃總整理(2024-2026)
    • NIO - 車型規劃總結、產品組合
    • 小鵬汽車 - 車型規劃總結、產品組合
    • Neta - 模型規劃摘要、產品組合
    • 理想汽車 - 車型規劃總結、產品組合
    • 零跑車-車款規劃總結、產品組合
    • 小米 - 車型規劃總結、產品組合
  • 合資品牌乘用車車型計畫概要(2024-2027年)
    • 豐田、本田 - 車型規劃總結
    • 大眾汽車 - 車型規劃摘要
    • 現代、通用汽車、賓士 - 車型規劃摘要
    • 其他合資品牌車款計畫總表

第2章傳統自主品牌代工模式方案

  • SAIC
  • China FAW
  • BYD
  • Geely
  • Dongfeng Motor
  • Changan
  • GAC
  • BAIC
  • Great Wall Motor
  • Chery

第3章新興品牌代工模式規劃

  • NIO
  • Xpeng
  • Li Auto
  • Neta
  • Leapmotor
  • AITO
  • Xiaomi

第4章合資代工車型方案

  • Toyota
  • Honda
  • Hyundai Group
  • Volkswagen
  • GM
  • Mercedes-Benz
簡介目錄
Product Code: LYX010

Model Planning Research in 2025: SUVs dominate the new lineup, and hybrid technology becomes the new focus of OEMs

OEMs' Passenger Car Model Planning Research Report, 2024-2025 focuses on the medium and long-term product strategic plans announced by major OEMs, covering independent, emerging and joint venture brands, and systematically sorts out their sales goals, model layout/planning, and key information such as key models.

1. Compared with emerging OEMs, traditional OEMs seek growth with stable sales.

According to data from OEMs that have announced sales goals, traditional OEMs generally adopt a strategy of making progress while maintaining stability in terms of sales goals in 2024, focusing on the steady expansion of the market and the solid increase in market share. On the other hand, emerging OEMs have shown a more radical and expansionary attitude, actively seeking to rapidly expand their market share and enhance their brand influence. For example, AITO aims to sell 600,000 vehicles in 2024, with the actual sales increasing by approximately 538% compared to 2023. Neta has a sales goal of 300,000 vehicles in 2024, with the actual sales rising by about 136% from 2023.

The actual sales of Geely, Changan, Chery, BYD and FAW in the first half of 2024 are close to 50% of their goals. With the successive launch of new models by major OEMs in the second half of the year, as well as the year-end shopping spree and holiday promotions, these five major OEMs are expected to successfully achieve their full-year sales goals.

2. From 2024 to 2026, Chinese automakers will launch about 330 new models

According to the number of model planing disclosed by OEMs, Chinese OEMs will launch 380-390 new cars (covering independent/joint venture and emerging brands; models include new/modified models) from 2024 to 2030. Of these, about 330 new cars will be launched from 2024 to 2026.

This report also summarizes the future model planning information that has been disclosed by major OEMs. Through detailed product portfolio analysis, keywords such as "SUV", "EV" (pure electric vehicle) and "EREV" (extended-range electric vehicle) have become the core focus of each OEM's product strategy in the next three years.

Taking Chery as an example, the new models launched from 2024 to 2026 will be dominated by SUVs, which indirectly reflects the continued high demand for SUV models in the market. In addition, Chery also attaches great importance to the transformation and upgrading of automotive energy structure, incorporating new energy models such as electric vehicles, plug-in hybrid vehicles, and extended-range vehicles into the key components of its new car series.

SUV models continue to occupy an important share of automotive market due to their advantages such as spacious space, excellent driving vision, and strong performance. In view of this, both traditional automakers and emerging OEMs have deployed a variety of SUVs in their subsequent model plannings (SUVs account for 57.7% from 2024 to 2027), in order to fully meet the growing and diverse needs of consumers.

From the perspective of energy types, in the new car planning for 2024-2027, new energy vehicles still dominate, accounting for 91.8% (mainly pure electric vehicles, accounting for 63.9%; plug-in hybird followed, accounting for 17.3%). In addition, major OEMs have begun to layout extended-range vehicles in new car planning, such as GAC Aion, SAIC IM, Changan Avatr, Li Auto and other brands have considered/adopted "pure electric" and "extended-range" parallel strategies.

3. more OEMs adopt a parallel strategy of pure electric, plug-in hybrid, and extended-range multiple technology routes

Although pure electric models are regarded as the future development direction of automotive industry, their core issues such as cruising range and convenience of replenishment have not been fully resolved, which limits consumer acceptance to a certain extent. In contrast, hybrid models, as a transitional technical solution, have gradually gained wide market recognition for their advantages such as long battery life, mobility economy and tram comfort.

After reviewing the product strategic planning of major domestic OEMs, it is not difficult to find that more and more OEMs are actively launching plug-in hybrid and extended-range new models on the basis of their existing product lines. These new models will not only enrich consumers' choices, but also further promote the diversified development of the new energy vehicle market.

Case 1: In August 2024, Avatr Technology officially released extended-range technology - Kunlun Range Extension, entering the range extension market, and will release a variety of pure electric and extended-range power models in 2024.

Case 2: Xiaomi Automobile will launch its fourth model in 2026 - an SUV model with extended range power. The car is also equipped with rear wheel steering and uses Bosch IPB 2.0 braking solution.

In addition, in the face of uncertainty of the pure electric market, some multinational OEMs have also flexibly adjusted their electrification transformation strategies and shifted their strategic focus to hybrid field. This shift is mainly based on the slowdown in growth rate of pure electric market, consumer energy replenishment and battery life anxiety, insufficient infrastructure, and high cost of pure electric vehicles.

Table of Contents

1 OEM Model Planning Summary

  • 1.1 Passenger Car Sales and Target s of Major OEMs
    • 1.1.1 Sales of Traditional OEMs in Recent Years
    • 1.1.2 Sales of new power OEMs in Recent Years
    • 1.1.3 Completion of Target Sales of Major OEMs in 2023
    • 1.1.4 Sales Target of Major OEMs by 2024
    • 1.1.5 Completion of Target Sales of Major OEMs in 2024
  • 1.2 Review of New Car Releases by OEMs, 2024-2027
    • 1.2.1 Number of New Car Release
    • 1.2.2 New Car Models
    • 1.2.3 New Car Energy Type
  • 1.3 Summary of Independent Brand Passenger Car Model Planning (2024-2026)
    • 1.3.1 SAIC - Model Planning Summary & Product Portfolio
    • 1.3.2 FAW - Model Planning Summary & Product Portfolio
    • 1.3.3 BYD - Model Planning Summary & Product Portfolio
    • 1.3.4 Geely - Model Planning Summary & Product Portfolio
    • 1.3.5 Dongfeng - Model Planning Summary & Product Portfolio
    • 1.3.6 GAC - Model Planning Summary & Product Portfolio
    • 1.3.7 Changan - Model Planning Summary & Product Portfolio
    • 1.3.8 BAIC - Model Planning Summary & Product Portfolio
    • 1.3.9 Great Wall - Model Planning Summary & Product Portfolio
    • 1.3.10 Chery - Model Planning Summary & Product Portfolio
  • 1.4 Summary of Emerging Brand Passenger Car Model Planning (2024-2026)
    • 1.4.1 NIO - Model Planning Summary & Product Portfolio
    • 1.4.2 Xpeng - Model Planning Summary & Product Portfolio
    • 1.4.3 Neta - Model Planning Summary & Product Portfolio
    • 1.4.4 Li Auto - Model Planning Summary & Product Portfolio
    • 1.4.5 Leapmotor - Model Planning Summary & Product Portfolio
    • 1.4.6 & Xiaomi - Model Planning Summary & Product Portfolio
  • 1.5 Summary of JV Brand Passenger Car Model Planning (2024-2027)
    • 1.5.1 Toyota & Honda - Model Planning Summary
    • 1.5.2 Volkswagen - Model Planning Summary
    • 1.5.3 Hyundai & GM & Mercedes Benz - Model Planning Summary
    • 1.5.4 Other Joint Venture Brand Model Planning Summary

2 Model Planning of Traditional Independent Brand OEMs

  • 2.1 SAIC
    • 2.1.1 Brand Layout
    • 2.1.2 Sales in 2023-2024
    • 2.1.3 Sales Target in 2024-2025
    • 2.1.4 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.1.5 Key Brand Planning Summary
    • 2.1.6 Key Brand Model Planning: Roewe Brand
    • 2.1.7 Key Brand Model Planning: Feifan Brand
    • 2.1.8 Key Brand Model Planning and (Pre) Listing Model Introduction: IM(L6)
    • 2.1.9 Key Brand Model Planning and (Pre) Listing Model Introduction: MG (S5)
  • 2.2 China FAW
    • 2.2.1 Brand Layout
    • 2.2.2 Brand Strategy
    • 2.2.3 Sales in 2023-2024
    • 2.2.4 Sales Target in 2024-2025
    • 2.2.5 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.2.6 Key Brand Planning Summary
    • 2.2.7 Key Brand Model Planning: Hongqi Brand
    • 2.2.8 Key Brand Model Planning: Besturn Brand
    • 2.2.9 Technology Platform: "Flagship" Super Architecture
  • 2.3 BYD
    • 2.3.1 Brand Layout
    • 2.3.2 Brand Strategy
    • 2.3.3 Sales in 2023-2024
    • 2.3.4 Sales Target in 2024
    • 2.3.5 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.3.6 Key Brand Planning Summary
    • 2.3.7 Key Brand Model Planning: BYD Brand
    • 2.3.8 Key Brand Model Planning: Denza Brand
    • 2.3.9 Denza (Pre) Listed Models Introduction: Z9/Z9 GT, N9
    • 2.3.10 Key Brand Model Planning and (Pre) Listing Introduction: Yangwang (U7)
    • 2.3.11 Key Brand Model Planning: Fangchengbao Brand
    • 2.3.12 Fangchengbao (Pre) Listed Models: Leopard 8, Leopard 3, Leopard 9
    • 2.3.13 Technology (1): Xuanji Intelligent Architecture
    • 2.3.13 Technology (2): Hybrid Systems
    • 2.3.13 Technology (3): YiSifang
    • 2.3.13 Technology (4): Yunnian System
  • 2.4 Geely
    • 2.4.1 Brand Layout
    • 2.4.2 Brand Strategy
    • 2.4.3 Sales in 2023-2024
    • 2.4.4 Sales Target in 2024-2025
    • 2.4.5 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.4.6 Key Brand Planning Summary
    • 2.4.7 Key Brand Model Planning: Geely & Lynk & Zeekr Brand
    • 2.4.8 Geely (Pre) Listing Models: E5, L5
    • 2.4.9 Lynk & Co (Pre) Listing Models: 07 EM-P, Z10, Z20
    • 2.4.10 Zeekr (Pre) Listing Models: 7X, MIX
  • 2.5 Dongfeng Motor
    • 2.5.1 Brand Layout
    • 2.5.2 Brand strategy and planning
    • 2.5.3 Sales in 2023-2024
    • 2.5.4 Sales Target in 2024-2025
    • 2.5.5 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.5.6 Key Brand Planning Summary
    • 2.5.7 Key Brand Model Planning: Aeolus Brand
    • 2.5.8 Key Brand Model Planning and (Pre) Listing Model Introduction: Voyah (Zhiyin)
    • 2.5.9 Key Brand Model Planning and (Pre) Listing Model Introduction: Warrior (M800)
    • 2.5.10 Technology: Quantum Architecture
  • 2.6 Changan
  • 2.6.1Brand Layout
    • 2.6.2 Sales in 2023-2024
    • 2.6.3 Sales Target in 2024-2030
    • 2.6.4 Product Planning in 2024-2028
    • 2.6.5 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.6.6 Key Brand Planning Summary
    • 2.6.7 Key Brand Model Planning: Changan Yinli
    • 2.6.8 Key Brand Model Planning: Changan Qiyuan
    • 2.6.9 Key Brand Model Planning and (Pre) Listing Model Introduction: Changan Deepal (G318)
    • 2.6.10 Key Brand Model Planning and (Pre) Listing Model Introduction: Avatr (07)
  • 2.7 GAC
    • 2.7.1 Brand Layout
    • 2.7.2 Sales in 2023-2024
    • 2.7.3 Sales Target in 2024-2030
    • 2.7.4 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.7.5 Key Brand Planning Summary
    • 2.7.6 Key Brand Model Planning: GAC Trumpchi
    • 2.7.7 Key Brand Model Planning: GAC Aion
    • 2.7.8 AION (Pre) Listing Models Introduction: 2nd GEN AION V, Hyper HL
  • 2.8 BAIC
    • 2.8.1 Brand Layout
    • 2.8.2 Sales in 2023-2024
    • 2.8.3 Sales Target in 2024-2027
    • 2.8.4 Development Planning
    • 2.8.5 Technology Strategic Planning
    • 2.8.6 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.8.7 Key Brand Planning Summary
    • 2.8.8 Key Brand Model Planning and (Pre) Listing Models Introduction: ArcFox (S5)
    • 2.8.9 Key Brand Model Planning and (Pre) Listing Models Introduction: Beijing Automobile (BJ30)
    • 2.8.10 Introduction of Stelato Listing Models: S9
  • 2.9 Great Wall Motor
    • 2.9.1 Brand Layout
    • 2.9.2 Sales in 2023-2024
    • 2.9.3 Sales Target in 2024-2025
    • 2.9.4 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.9.5 Key Brand Planning Summary
    • 2.9.6 Key Brand Model Planning and (Pre) Listing Models Introduction: Haval (2nd GEN H9)
    • 2.9.7 Key Brand Model Planning: WEY
    • 2.9.8 Key Brand Model Planning: Ora & Tank
    • 2.9.9 Technology (1): Smart Driving
    • 2.9.9 Technology (2): Cockpit Systems
  • 2.10 Chery
    • 2.10.1 Brand Layout
    • 2.10.2 Sales in 2023-2024
    • 2.10.3 Sales Target in 2024
    • 2.10.4 "Yaoguang 2025" Strategy
    • 2.10.5 (Pre) Listing of Independent Brand Models in Recent Years
    • 2.10.6 Key Brand Planning Summary
    • 2.10.7 Key Brand Model Planning: Chery
    • 2.10.8 Key Brand Model Planning: EXEED
    • 2.10.9 Key Brand Model Planning: JETOUR
    • 2.10.10 Key Brand Model Planning and (Pre) Listing Models Introduction: iCAR (V23, X25)
    • 2.10.11 (Pre) Listing Models: S7, R7

3 Model Planning of Emerging Brand OEMs

  • 3.1 NIO
    • 3.1.1 Brand Layout
    • 3.1.2 Sales and Target in 2023-2024
    • 3.1.3 Summary of Recent (Pre) Listing Models
    • 3.1.4 Brand Model Planning
    • 3.1.5 (Pre) Listing Models Introduction: ET9, L60
    • 3.1.6 Operating System Application Planning
  • 3.2 Xpeng
    • 3.2.1 Sales and Target in 2023-2024
    • 3.2.2 Development Planning
    • 3.2.3 Summary of Recent (Pre) Listing Models
    • 3.2.4 Model Planning
    • 3.2.5 (Pre) Listing Models: X9, MONA 03
    • 3.2.6 Cockpit System Application Planning
  • 3.3 Li Auto
    • 3.3.1 Sales and Target in 2023-2024
    • 3.3.2 Development Planning
    • 3.3.3 Summary of Recent (Pre) Listing Models
    • 3.3.4 Model Planning
    • 3.3.5 (Pre) Listing Models: MEGA, L6
  • 3.4 Neta
    • 3.4.1 Sales and Target in 2023-2024
    • 3.4.2 Summary of Recent (Pre) Listing Models
    • 3.4.3 Model Planning and (Pre) Listing Models Introduction: L
    • 3.4.4 Automotive Haozhi Strategy 2025
    • 3.4.5 Automotive Technology (1): Haozhi Supercomputing 2.0
    • 3.4.5 Automotive Technology (2): Shanhai Platform 2.0
    • 3.4.5 Automotive Technology (3): Yunhe Platform
  • 3.5 Leapmotor
    • 3.5.1 Sales and Target in 2023-2024
    • 3.5.2 Summary of Recent (Pre) Listing Models
    • 3.5.3 Model Planning
    • 3.5.4 (Pre) Listing Models: C10, C16
    • 3.5.5 LEAP 3.0 EEA
  • 3.6 AITO
    • 3.6.1 Sales and Target in 2023-2024
    • 3.6.2 Summary of Recent (Pre) Listing Models
    • 3.6.3 Model Planning and (Pre) Listing Models Introduction: M8
    • 3.6.4 Intelligent Cockpit System
    • 3.6.5 Cooperation between Huawei & OEMs and Model Portfolio
  • 3.7 Xiaomi
    • 3.7.1 Sales and Target in 2024
    • 3.7.2 Summary of Recent (Pre) Listing Models
    • 3.7.3 Model Planning
    • 3.7.4 (Pre) Listing Models Introduction: MX11 (code)
    • 3.7.5 Intelligent Cockpit System
    • 3.7.6 Modena Architecture

4 Model Planning of Joint Venture OEMs

  • 4.1 Toyota
    • 4.1.1 Sales in Chinese Market, 2023-2024
    • 4.1.2 Electrification Strategy
    • 4.1.3 Global Product Matrix Planning
    • 4.1.4 Summary of (Pre) Listing Models in China in Recent Years
    • 4.1.5 FAW Toyota Model Planning
    • 4.1.6 GAC Toyota Model Planning
  • 4.2 Honda
    • 4.2.1 Sales in Chinese Market, 2023-2024
    • 4.2.2 Electrification Strategy
    • 4.2.3 Pure Electric Vehicle Product Planning
    • 4.2.4 Summary of (Pre) Listing Models in China in Recent Years
    • 4.2.5 New Electric Brand in China
    • 4.2.6 Dongfeng Honda Model Planning
    • 4.2.7 GAC Honda Model Planning
  • 4.3 Hyundai Group
    • 4.3.1 Hyundai Kia Sales in Chinese Market, 2023-2024
    • 4.3.2 Medium & Long-term Development Strategy of Hyundai
    • 4.3.3 Medium & Long-term Development Strategy of Kia
    • 4.3.4 Summary of (Pre) Listing Models in China
    • 4.3.5 Model Planning of Hyundai in China
    • 4.3.6 Model Planning of Kia in China
  • 4.4 Volkswagen
    • 4.4.1 Sales in Chinese Market, 2023-2024
    • 4.4.2 China Strategy
    • 4.4.3 China Product Planning: Volkswagen
    • 4.4.4 China Product Planning: Audi
    • 4.4.5 Summary of (Pre) Listing Models in China in Recent Years
    • 4.4.6 SAIC Volkswagen & Audi, Model Planning
    • 4.4.7 FAW-Volkswagen & Audi & Jetta Model Planning
  • 4.5 GM
    • 4.5.1 Sales in Chinese Market, 2023-2024
    • 4.5.2 China Development Plan
    • 4.5.3 Summary of (Pre) Listing Models in China in Recent Years
    • 4.5.4 Model Planning (Buick & Cadillac & Chevrolet)
  • 4.6 Mercedes-Benz
    • 4.6.1 Sales in Chinese Market, 2023-2024
    • 4.6.2 Global Strategic Planning
    • 4.6.3 Summary of (Pre) Listing Models in China in Recent Years
    • 4.6.4 Beijing Benz Model Planning
    • 4.6.5 MB. OS