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艾米-刘正在考虑用她5年的电动SUV换取续航能力更强的新车型。在中国竞争激烈的新能源汽车（NEVs）市场上，由于需求减少和政府补贴，汽车制造商一直在积极地降价。专家预测，在外国汽车制造商的竞争下，中国的电动汽车制造商的数量将从200家缩减到5到10家之间。
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在政府政策的鼓励下，中国现有三分之二的电动汽车制造商在2018年至2020年期间注册。蔚来、小鹏、理想汽车和特斯拉是中级和高级细分市场的竞争者，而国内领先的比亚迪和其他国有控股汽车制造商及独立品牌则构成了低级细分市场。中国司机已经接受了电动汽车，去年售出的所有汽车中超过四分之一是NEV，但专家说，只有拥有规模经济和足够资金实力的电动汽车制造商才能保持地位。
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浙江零跑汽车是最近上市的电动车初创企业之一。在过去的四年里，零跑连续录得净亏损，2022年扩大到51亿元（7.42亿美元）。上个月，零跑汽车将其旗舰轿车C01的价格降低了五分之一，以配合竞争对手。价格战延伸到了低端市场，Ora的芭蕾猫电动掀背车在打了约5万元的折扣后，现在售价低至14.98万元。欧拉在2022年销售了135,028辆，下降了23%。
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中国去年的新车总销量增长了2%，而新能源车NEV销量增长了93%，达到688万辆，占所有汽车销量的27%。特斯拉在10月开始降价，导致其他电动车制造商和传统的汽油动力汽车制造商纷纷效仿，以便在中国新的排放标准于7月1日生效之前清除库存。 今年前三个月，汽车总销量收缩了6.7%，而NEV销量增长了26%。
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由于竞争的加剧，电动车初创企业感到担忧。在纽约和香港上市的小鹏公司在2022年交付了120,757辆汽车。政府强调需要创建 "大而强 "的电动车企业，很少发生并购，一些初创企业，如拜腾，暂停了在中国的业务。在2020年从安徽省政府获得14亿美元的生命线后，蔚来公司得以维持下去。
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由于中国经济从三年的零排放政策中回升，第一季度的年增长率为4.5%，因此价格战有望继续。插电式混合动力汽车的需求强劲，将使国有汽车集团受益。潜在的买家正在等待最好的交易，因为现有的汽车已经失去了三分之二的价值。
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Amy Liu is considering trading in her 5-year-old electric SUV for a newer model with a longer range. Automakers in China’s competitive market for new energy vehicles (NEVs) have been cutting prices aggressively due to decreased demand and government subsidies. Experts predict that the number of electric car makers in China will shrink from 200 to between 5 and 10, with competition from foreign automakers.
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Encouraged by government policies, two-thirds of China’s existing EV makers were registered between 2018 and 2020. Nio, Xpeng, Li Auto and Tesla are among the competitors in the medium and premium segments, while domestic leader BYD and other state-controlled automakers and independent brands make up the lower segment. Chinese drivers have embraced electrics, with over a quarter of all cars sold last year being NEVs, but experts say only EV makers with economies of scale and enough financial firepower will remain standing.
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Zhejiang Leapmotor Technology is one of the EV startups to go public recently. In the past four years, Leapmotor logged consecutive net losses that widened to 5.1 billion yuan ($742 million) in 2022. Last month, Leapmotor reduced the price of its flagship sedan C01 by a fifth to match rivals. The price war extends to the lower segment, with Ora’s Ballet Cat electric hatchback now selling for as little as 149,800 yuan after a discount of around 50,000 yuan. Ora sold 135,028 vehicles in 2022, a 23% dip.
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China’s total new-car sales grew 2% last year, while NEV sales rose 93% to 6.88 million units, or 27% of all cars sold. Tesla began slashing prices in October, leading other EV players and traditional gasoline-powered automakers to follow suit in order to clear inventory ahead of new emission standards in China coming into effect on July 1. Total vehicle sales contracted by 6.7% in the first three months of this year, while NEV sales grew by 26%.
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EV startups are concerned due to the intensifying competition. Xpeng, listed in New York and Hong Kong, delivered 120,757 vehicles in 2022. Beijing has emphasized the need to create “big and strong” EV players with few mergers and acquisitions happening and some startups, such as Byton, suspending operations in China. Nio was kept afloat after securing a $1.4 billion lifeline from the Anhui provincial government in 2020.
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Price wars are expected to continue due to Chinese economy rebounding from three years of zero-COVID policy with a 4.5% yearly expansion in the first quarter. Plug-in hybrid vehicles have seen strong demand and would benefit state-owned auto groups. Potential buyers are waiting for the best deal as existing cars have lost two-thirds of their value.