电池降价 + 平价电动车，正席卷欧洲市场_老虎社区_美港股上老虎

电池降价 + 平价电动车，正席卷欧洲市场

汽车产业前线观察2025-09-19

十年前，消费者在选购电动车时面临两难：要么选择续航里程长的车型，要么选择价格亲民的车型，却很难找到两者兼具的产品。不过，随着电池价格持续走低，雷诺 Zoe、雪佛兰 Bolt EV、特斯拉 Model 3 等车型的出现，正式开启了 “长续航 + 平价” 电动车的新时代。近 3-5 年来，市场上涌现出众多长续航电动车选项，以至于我们对 “电池降价” 的讨论远不如 5-10 年前（当时大家还在热切期待...

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Model 3 等车型的出现，正式开启了 “长续航 + 平价” 电动车的新时代。近 3-5 年来，市场上涌现出众多长续航电动车选项，以至于我们对 “电池降价” 的讨论远不如 5-10 年前（当时大家还在热切期待...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250919000843979b622d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0943347566.SGD","symbol_name":"安联收益及增长平衡基金AM H2-SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250919000843979b622d&s=b","article_id":"2568401246","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250919000843979b622d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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款另一张图表则清晰展现了低价电池对市场的影响：它让真正 “亲民” 的电动车（即低价车型）数量大幅增加。2020 年至 2024 年期间，欧盟市场仅新增 2 款此类车型；而仅 2024 年一年，就有 6 款平价电动车集中推出。更值得关注的是，预计到 2027 年，还将有超过 12 款平价电动车陆续登陆欧洲市场。市场潜力待释放：平价细分领域 “成长空间巨大”最后一张图表中，绿色部分代表新增的平价车型数量。我们能明显看到，2025 年平价电动车的选择将迎来 “跳涨”；但对我而言，更重要的信号是：这一细分市场仍有巨大的成长空间。与此同时，大众市场板块也有望借助政策支持、技术迭代等利好，实现进一步突破。对于 2026 年至 2030 年的市场数据增长，我已经充满期待！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}