The automotive market in October is rarely in need of highlights. The publicity of the four-hundredth batch of latest automobile declaration catalog by the Ministry of Trade and Data Know-how has prematurely detonated the suspense of the competitors on the finish of 2025.
XPeng launched a “dumpling-like” product offensive with the P7+ and the extended-range model of the G6. Tesla’s Mannequin Y Lengthy Vary model quietly made its debut with an anticipated vary of 800 km. Heavyweight fashions such because the Geely Galaxy Xingyao 7 and the new-generation Audi A6L have been intensively unveiled, whereas BYD, going towards the norm, solely had one new automobile.
To summarize the four-hundredth batch of latest automobile declaration catalog in a single sentence: Each new and established gamers are competing on the identical stage, and a number of technological routes are blossoming.
Judging from the declaration info, whether or not it’s the exact positioning of latest gamers or the electrification counterattack of joint-venture manufacturers, every new automobile carries the strategic ambitions of car producers.
Each new and established gamers are competing on the identical stage, and a number of technological routes are blossoming
Among the many new gamers, XPeng has taken essentially the most aggressive actions.
The declaration of the extended-range variations of the P7+ and the G6 implies that XPeng has formally accomplished its dual-line format of “pure electrical + prolonged vary”. Each fashions are geared up with a 1.5T vary extender with a peak energy of 110 kW. Paired with lithium iron phosphate battery packs, the motor powers attain 180 kW and 218 kW respectively.
Picture supply: Ministry of Trade and Data Know-how
By way of detailed design, the extended-range model of the P7+ has intentionally enlarged the energetic air flow vents on the entrance face to optimize warmth dissipation. The “POWER” and “ULTRA” logos on the rear recommend its efficiency positioning. The extended-range model of the G6 retains the design language of the pure-electric model and presents a wide range of exterior choices to satisfy customized wants.
Picture supply: Ministry of Trade and Data Know-how
Coupled with the beforehand uncovered extended-range variations of the XPeng G7 and the XPeng X9, XPeng has at the very least 4 extended-range autos queued up for launch, and will likely be totally “extended-range” by then.
Tesla’s debut continued its fashion of “exact gap-filling”. The declared Mannequin Y Lengthy Vary Rear-Wheel Drive model revealed its identification by the “Mannequin Y +” brand on the rear. It’s geared up with a 225 kW drive motor and an LG ternary lithium battery pack. The curb weight is only one,891 kg, 30 kg lighter than the present rear-wheel drive model.
Referring to the 830 km vary efficiency of the Mannequin 3 Lengthy Vary model, the CLTC vary of this new automobile is predicted to exceed 800 km, which precisely fills the market hole between the 593 km and 750 km ranges of the present Mannequin Y, and to some extent strengthens its dominance within the 250,000 – 300,000 yuan pure-electric SUV market.
Picture supply: Ministry of Trade and Data Know-how
The counterattack of joint-venture manufacturers can also be fierce, and the transformation of the Audi A6L is essentially the most consultant. The brand new-generation home A6L is constructed on the PPC platform. Its size has elevated to five,142 mm, and the wheelbase has exceeded 3,066 mm. Designs equivalent to semi-hidden door handles and a blackened grille have utterly bid farewell to the “official automobile” picture and focused the youthful market.
It’s powered by a 2.0T engine with an influence of 200 kW and is predicted to be geared up with Huawei’s Qiankun Clever Driving System, trying to regain the correct to talk within the high-end market with the twin drivers of “electrification + intelligence”.
Picture supply: Ministry of Trade and Data Know-how
The FAW-Volkswagen ID.7 Vizzion goals on the 200,000 – yuan pure-electric market. With a size of 4,853 mm and a wheelbase of two,826 mm, its single-motor energy is 170 kW, and it has a reserved interface for a dual-motor, clearly aiming to make up for the market failure of the ID.6.
Picture supply: Ministry of Trade and Data Know-how
The all-round improvement of home manufacturers kinds one other surroundings. As a plug-in hybrid sedan, the Geely Galaxy Xingyao 7 has a size of 4,958 mm and a wheelbase of two,852 mm. It’s geared up with the Thor AI Hybrid 2.0 expertise. The utmost energy of its 1.5L plug-in hybrid system is 82 kW, instantly concentrating on the BYD Qin PLUS DM-i.
Picture supply: Ministry of Trade and Data Know-how
BYD is barely completely different from its earlier “dumpling-like” product launches and didn’t carry a brand-new mannequin. Nevertheless, the declaration of the high-power model of the brand new Yuan PLUS can also be worthy of consideration – the motor energy has elevated from 150 kW to 230 kW, and the utmost horsepower has exceeded 300, clearly a focused improve for younger customers who pursue efficiency.
Picture supply: Ministry of Trade and Data Know-how
XPeng breaks by strongly, whereas BYD contracts strategically
Essentially the most thought-provoking phenomenon within the four-hundredth batch of the catalog is the strategic divergence between BYD and XPeng.
XPeng has strongly damaged by the scenario with two extended-range fashions, whereas BYD, going towards the norm, has quietly carried out strategic contraction. Behind this distinction are the completely different judgments of those two main car producers on market adjustments.
XPeng’s “wager on prolonged vary” is actually a double protection battle. After stabilizing its gross sales base with a sequence of clever driving fashions, XPeng urgently must consolidate the “pragmatic” buyer group.
The extended-range variations of the P7+ and the G6 launched this time type a mix of “prolonged vary to resolve vary anxiousness and clever driving to keep up model boundaries”.
Picture supply: XPeng
By way of clever driving, on October ninth, XPeng’s Autopilot Middle issued an inner letter stating that Li Liyun is now not the top of the Autopilot Middle, and Liu Xianming, the top of the World Basis Mannequin, has taken over the place. Liu Xianming’s appointment implies that XPeng will strengthen the underlying R & D capabilities of clever driving expertise and improve the synergy of product implementation.
By way of prolonged vary, counting on the “clever driving notion” that XPeng has already established within the client market, the extended-range fashions are certain to be geared up with high-level clever driving programs, which precisely hits the core wants of household customers for “worry-free long-distance journey + straightforward city driving”. This group of customers is the principle pressure within the extended-range market and the shopper base of manufacturers equivalent to Li Auto and AITO.
From the attitude of market developments, XPeng’s wager is well-timed. Zhang Yongwei, the vice chairman and secretary-general of the China Electrical Automobile 100, beforehand predicted that the 2 technological routes of plug-in hybrid and prolonged vary will turn into vital forces within the development of latest vitality autos. The gross sales quantity in 2025 will exceed 8 million, a year-on-year enhance of 60%, and the proportion within the new vitality market will likely be near 50%.
Picture supply: XPeng
Though the recognition of extended-range fashions has declined in latest months, prolonged vary will nonetheless be one of the best energy kind for extraordinary shoppers to expertise new vitality autos within the quick time period.
In distinction, BYD’s strategic contraction is an inevitable selection underneath market strain. In keeping with publicly out there market knowledge, BYD’s market share of plug-in hybrid fashions has declined, which is as a result of collective encirclement of manufacturers equivalent to Geely Galaxy and Leapmotor.
On this context, BYD resolutely cancelled the launch plan of the Track L GT and postponed the discharge of some new fashions, concentrating assets on strategic fashions such because the U8L, the Denza N8L, and the Fangchengbao Leopard 7. This technique of “lowering troops however rising stoves” goals to resolve the issue of useful resource dispersion attributable to the earlier large-scale product launch technique.
Picture supply: Shot by Electrical Automobile Report
Nevertheless, contraction doesn’t imply retreat. BYD has as an alternative repeatedly elevated its R & D funding. Within the first half of 2025, its R & D bills reached 30.9 billion yuan, a year-on-year enhance of 53%, specializing in the Tremendous E platform and the next-generation clever driving system.
The abroad market has turn into its second development curve. The Hungarian manufacturing unit will likely be put into manufacturing this yr, which can considerably enhance its penetration within the European market. Fashions such because the Track Plus have topped the gross sales charts in lots of international locations.
The strategic selections of the 2 firms replicate the business consensus: The brand new vitality market has entered the stage of “high quality competitors” from “scale enlargement”. XPeng makes use of prolonged vary as a spear and clever driving as a protect, attempting to rebuild its benefit within the 150,000 – 300,000 yuan market. BYD, however, exchanges contraction for house and seeks new breakthroughs in technological R & D and globalization.
Though the 2 paths are completely different in course, they each level to the identical purpose: to realize the initiative within the more and more fierce competitors.
The acquisition tax coverage forces a change out there sample
Rigorously reviewing the brand new automobile declaration catalog, one can discover an apparent development: whether or not it’s XPeng, BYD, or Geely, most plug-in hybrid and extended-range fashions now have a pure-electric vary of greater than 100 km.
The earlier “tough transfer” of utilizing a 50 km pure-electric vary to decrease the beginning worth has principally turn into historical past.
This “collective over – commonplace” shouldn’t be unintentional. On October ninth, the Ministry of Trade and Data Know-how, the Ministry of Finance, and the State Taxation Administration collectively issued the “Announcement on the Technical Necessities for New Power Autos Eligible for Automobile Buy Tax Exemption or Discount from 2026 to 2027”.
It clearly stipulates that ranging from 2026, plug-in hybrid and extended-range fashions will need to have a pure-electric vary of 100 km or extra to benefit from the automobile buy tax exemption (50%).
That is virtually equal to saying that sooner or later, all hybrid fashions will need to have a pure-electric vary of greater than 100 km.
Picture supply: BYD
On this scenario, car producers have two selections: both in 2025, whereas they will nonetheless get pleasure from full tax exemption, entice shoppers to purchase rapidly by rising configurations; or wait till 2026 when the acquisition tax is
