插电式混动技术路线发展趋势预判与细分市场机会识别

Development trend prediction and market opportunity identification of plug-in hybrid technology route

插电式混动技术路线2021年起保持同比超100%的高速增长,是我国汽车产业电动化转型的重要驱动。插混市场的快速增长使车企的关注度与投入持续增多,以期在增长窗口期抓住市场机会。本研究旨在分析预判插混技术路线发展影响因素及变化趋势,识别细分市场机会。研究发现,插混路线对我国复杂地理环境的适应性强,在充电基础设施覆盖完善、电池材料体系发展成熟前,是对纯电路线的有效补充,在西北、东北,公桩建设欠发达地区具有长期高增长潜力。插混是当前A级市场主要增长极,但受细分市场下滑影响,增速呈放缓趋势。B级25万以上市场存在供需错配,产品供给需精准匹配用户需求。C级市场增程式对多场景用车需求具备更强的适应性,中短期或持续快速增长。

The plug-in hybrid technology 2021 to maintain a high-speed growth rate of more than 100%year-on-year,which is an important driver of the electrification transformation of our automobile industry.The rapid growth of plug-and-play market makes the attention and investment of automobile enterprises continue to increase,in order to seize the market opportunity in the growth window.The purpose of this study is to analyze the influencing factors and trends of the development of pre-prediction interpolation-blending technology,and to identify market segmentation opportunities.It is found that the plug-and-mix circuit has strong adaptability to the complex geographical environment of our country,and it is an effective supplement to the pure circuit before the charging infrastructure coverage is perfect and the battery material system is mature,under-developed areas of public pile construction have long-term high growth potential.Mixing is the main growth pole of the current a-class market,but by the impact of the decline in the market segment,the growth rate is slowing down.B-level market over 250,000 there is a mismatch between supply and demand,product supply needs to accurately match user demand.C-class market add-program to multi-scene car demand with a stronger adaptability,short-term or continuous rapid growth.