封面
市场调查报告书
商品编码
1583754

OEM乘用车车型计画(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个工作天内

价格
简介目录

1. 与新兴整车厂相比,传统整车厂追求的是销售稳定的成长。

从已公布销售目标的整车厂数据来看,传统整车厂对于2024年的销售目标普遍采取稳中求进的策略,以稳步拓展市场为主。而新兴整车厂则展现出更激进、扩张的态度,积极寻求快速提升市场占有率、增强品牌影响力。例如,AITO的目标是2024年销量达到60万辆,实际销量将比2023年成长约538%。 Neta设定2024年销售目标为30万台,实质销售量较2023年成长约136%。

吉利、长安汽车、奇瑞、比亚迪、一汽2024年实际销售量接近目标的50%。下半年各大主机厂除了陆续推出新车型外,还会有年终促销和节庆促销,预计这五家主机厂将稳步实现全年销售目标。

2. 2024年至2026年,中国汽车製造商将发表约330款新车型。

根据主机厂揭露的车型计画数量,2024年至2030年,中国主机厂将生产380至390款新车型(涵盖自主/合资品牌和新兴品牌,包括新车型和改进车型)。其中,约 330 款将是 2024 年至 2026 年间发布的新车型。

以奇瑞为例,2024年至2026年期间发布的新车型将以SUV为主,这间接反映了市场对SUV车型的持续高需求。此外,奇瑞也高度重视汽车能源结构的转型升级,将电动车、插电式油电混合车、增程式汽车等新能源车型纳入新车型系列的关键零件。

SUV车型凭藉着空间大、驾驶视野好、性能强等优势,持续在汽车市场占有重要占有率。由此来看,无论是传统汽车製造商还是新兴整车厂都在后续车型计划中推出多款SUV,以充分满足消费者日益增长和多样化的需求(2024-2027年SUV占有率)(57.7% )。

从能源类型来看,新能源车仍占主导地位,占2024年至2027年新车计画的91.8%(主要是纯电动车占63.9%,插电式混合动力车占17.3%)。此外,各大整车厂也开始在新车计画中布置增程车型。例如,广汽艾安、上汽IM、长安阿凡达、理想汽车等品牌正在考虑并采取 "纯电动车" 和 "增程式" 并行策略。

3. 更多整车厂正在采用纯电动、插电式混合动力和增程技术路径的平行策略。

纯电动车被认为是汽车产业未来的发展方向,但由于续航里程、加油便利性等核心问题尚未完全解决,消费者接受度仍有限。相较之下,混合动力车型作为过渡性技术解决方案,凭藉电池寿命长、出行经济性和有轨电车舒适性等优势,逐渐获得市场更广泛的接受。

纵观国内主要整车厂的产品策略规划,越来越多的整车厂在现有产品线的基础上积极推出插电式混合动力和增程式车型。这些新车型不仅扩大了消费者的选择,也进一步推动了新能源汽车市场的多元化发展。

本报告对中国汽车产业进行研究分析,重点在于主要整车厂公布的中长期产品策略规划、销售目标、自主品牌、新兴品牌、合资品牌的车型布局/规划我们提供主要型号的资讯等。

目录

第1章OEM车型规划总结

  • 主要整车厂乘用车销售及目标
  • OEM 公司新车发表回顾(2024-2027 年)
  • 自主品牌乘用车车型计画总整理(2024-2026)
    • 上汽集团 - 车型规划总结、产品组合
    • 一汽 - 车型规划总结、产品组合
    • 比亚迪 - 车型规划总结、产品组合
    • 吉利 - 车型规划总结、产品组合
    • 东风 - 车型规划总结、产品组合
    • 广汽集团 - 车型规划总结、产品组合
    • 长安 - 车型规划总结、产品组合
    • 北汽-车型规划总结、产品组合
    • 长城 - 车型规划总结、产品组合
    • 奇瑞 - 车型规划总结、产品组合
  • 新兴品牌乘用车车型规划总整理(2024-2026)
    • NIO - 车型规划总结、产品组合
    • 小鹏汽车 - 车型规划总结、产品组合
    • Neta - 模型规划摘要、产品组合
    • 理想汽车 - 车型规划总结、产品组合
    • 零跑车-车款规划总结、产品组合
    • 小米 - 车型规划总结、产品组合
  • 合资品牌乘用车车型计画概要(2024-2027年)
    • 丰田、本田 - 车型规划总结
    • 大众汽车 - 车型规划摘要
    • 现代、通用汽车、宾士 - 车型规划摘要
    • 其他合资品牌车款计画总表

第2章传统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章新兴品牌代工模式规划

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

第4章合资代工车型方案

  • Toyota
  • Honda
  • Hyundai Group
  • Volkswagen
  • GM
  • Mercedes-Benz
简介目录
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