There are less than 10 days left before the official opening of the 2025 Guangzhou Auto Show. The official said that this auto show will feature 93 globally premiered new cars. Among the total of 1,085 exhibition vehicles, there are as many as 629 new energy vehicles, accounting for nearly 60%, indicating an unprecedented wave of electrification.
According to the data released by the Passenger Car Association, the penetration rate of new energy vehicles in October was as high as 56.98%, and the penetration rate for the first 10 months was 52.71%. The author of “Electric Vehicle Express” still remembers that new energy vehicles and fuel – powered vehicles were once in a stalemate with a “50 – 50” market share. However, at this year’s Guangzhou Auto Show, new energy products have already been promoted from supporting roles to leading roles and have even become the sole focus of many exhibition stands.

Source: Photographed by Electric Vehicle Express
Naturally, we won’t miss such an industry event. At that time, Electric Vehicle Express will send a reporting team to the scene to conduct on – the – spot, comprehensive, and professional reports on the 2025 Guangzhou Auto Show.
As the Matthew effect in the auto market becomes more prominent and the elimination competition intensifies, brand differentiation, technological iteration, and price restructuring are happening simultaneously. In this wave of transformation, which brands can stand out?
Perhaps the answer lies in these upcoming new cars.
New – energy startups have always been the “traffic magnets” of major auto shows. Most of their new products with high topic – generating potential, cutting – edge technologies, and significant new plans are usually unveiled at their exhibition stands. Electric Vehicle Express noticed that some new – energy startups may not have many new products at this year’s Guangzhou Auto Show. For example, Li Auto and Xiaomi have already completed their new – car plans for this year. However, other new – energy startups have brought significant new products.
XPENG has brought new and significant models such as the new XPENG P7 and XPENG G7 this year. It is confirmed that the brand’s first extended – range vehicle, the XPENG X9 Super Extended – Range, will be launched before the Guangzhou Auto Show. This means that the Guangzhou Auto Show will be the first large – scale public debut stage for the XPENG X9 Super Extended – Range.
As early as at the first – quarter earnings conference last year, He Xiaopeng said that there was a real market demand for hybrid products, and the company officially announced its entry into the hybrid market at the end of last year. It’s not hard to tell from the name that the XPENG X9 Super Extended – Range won’t differ much from the current all – electric XPENG X9. The most important thing is its range ability.

Source: Photographed by Electric Vehicle Express
Official data shows that the CLTC comprehensive range of the XPENG X9 Super Extended – Range version is 1,602 km, and the all – electric range is 452 km. This performance is already similar to that of mainstream all – electric models. Coupled with a large fuel tank, the XPENG X9 Super Extended – Range version has no range anxiety at all.
Incidentally, on the premise of adding core components such as a fuel tank, exhaust system, and extended – range generator, the XPENG X9 Super Extended – Range not only doesn’t sacrifice its space performance but also achieves a high space utilization rate through excellent design, with quite balanced product strength.
From a market perspective, hybrid MPVs in the 300,000 – yuan range are the mainstream choice for domestic users. The XPENG X9, which has already established strong market influence in the all – electric MPV market, has the opportunity to explore more market share by entering the more in – demand niche market with its extended – range version. In addition, the extended – range versions of the XPENG P7+ and XPENG G6 have completed the declaration. XPENG may bring a large – scale hybrid vehicle matrix at this auto show, fully demonstrating its layout strength in the hybrid field.
This year is a big year for Hongmeng Zhixing’s products. New models such as the AITO M8, AITO S9T, and ZUNJIE S800 have been launched intensively, and the existing models have been upgraded. The last model to be launched this year is the upcoming new AITO S9. The new car has started pre – sales, with a starting pre – sale price of 318,000 yuan. The official said that the new car received more than 8,000 small – order bookings within 72 hours after starting pre – sales, indicating strong market popularity.
In addition to the upgrades in appearance and intelligence, the new AITO S9 has also optimized the cabin comfort, offering two options: the “front – passenger zero – gravity package” and the “rear – seat zero – gravity package”. The rear – seat zero – gravity package is also equipped with a leg rest and a small table. Coupled with sun – protection glass, privacy curtains, double – laminated glass, and an in – car cooler/warmer, the comfort is further enhanced.

Source: Official of AITO Automobile
However, in terms of sales performance, the current AITO S9 still has difficulty competing with benchmark models such as the Tesla Model 3. In the 250,000 – 300,000 – yuan all – electric sedan market, the Model 3 has established a stable user base. The continuous impact of new and old models such as the Audi E5 Sportback and XPENG P7 has further squeezed the market space. The core selling points of the AITO S9 are mainly concentrated on range and intelligent driving, but these highlights have not yet formed strong enough user persuasion to make consumers choose it preferentially.
Another challenge comes from the internal product matrix: the positioning of the AITO S9 and AITO S9T is too similar, with a high overlap in core configurations and price ranges, failing to form a clear market distinction and instead causing an internal diversion of users.
If the new AITO S9 wants to improve this situation, it needs to clarify its differential positioning from the AITO S9T. At the same time, it also needs to strengthen the in – depth binding of the brand with Huawei’s technology, explore and amplify unique advantages beyond comfort and intelligence to further release the product’s potential.
According to the currently exposed information, Leapmotor may unveil three new cars, namely the Leapmotor Lafa 5, which has been released but not yet launched, the Leapmotor D19, and the first model of the Leapmotor A series, the Leapmotor A10.
These three models have different characteristics and cover diverse markets: the Leapmotor Lafa 5 is a 100,000 – yuan all – electric two – door car with pleasant driving control as its core selling point; the Leapmotor D19 is a 300,000 – yuan full – size flagship SUV targeting family users; the Leapmotor A10 focuses on the entry – level market, competing with all – electric small cars such as the BYD Seagull, Wuling Bingo, and Geely Xingyuan.
This product layout that precisely covers different price ranges and different needs is the core support for Leapmotor’s double success in sales and products this year.

Source: Official of Leapmotor Automobile
Leapmotor has achieved remarkable results this year. In October, it delivered 70,289 vehicles, a year – on – year increase of more than 84%, refreshing the monthly sales record of new – energy startups and ranking first in the sales of new – energy startups for eight consecutive months. Among them, the C – series has consolidated the sales base, and the new B – series models have continued to gain momentum. Coupled with the rapid expansion of overseas channels under the global layout, it has not only promoted the gross profit margin to a new high but also achieved positive cash flow.
Facing the increasing competition in the new – energy market and the clustering of competitors in niche markets, Leapmotor still dares to launch three products with completely different styles at once. Behind this is the confidence brought by the full – domain self – developed technology architecture and sales system.
The LEAP 3.0 platform can realize the reuse of core technologies across models, significantly reducing the marginal cost of multi – product R & D and production. With a mature sales base and a healthy financial situation, it has the ability to test different niche markets. It can seize the entry – level traffic through the A10, attract young consumers with the Lafa 5, and target the high – end SUV market with the D19, ultimately forming a “full – price – range, full – scenario” product matrix to further consolidate its market share.
The LeDao L80 has appeared on the Ministry of Industry and Information Technology’s declaration list. The shape and size parameters of the new car are basically the same as those of the LeDao L90. The biggest difference is that the LeDao L80 will adopt a two – row, five – seat layout instead of the six – seat layout standard across all versions of the LeDao L90.

Source: Ministry of Industry and Information Technology
This adjustment makes the selling points of the LeDao L80 clear: on the one hand, the longitudinal space in the rear row and the loading capacity of the trunk will be further optimized, making it more suitable for the daily commuting of a three – person family or business travel. The basic volume of the trunk is also further released; on the other hand, the five – seat layout will probably lower the entry threshold of the model. Consumers can enjoy the same core configurations and driving experience as the flagship L90 at a lower purchase price, achieving a cost – effective experience of “reducing seats without reducing configurations”.
In fact, this layout strategy of “first six – seat, then five – seat” is not unique to LeDao. Models such as the AITO M9 also adopt a similar approach.
From the perspective of users’ actual needs, the five – seat layout is often more practical than six – or seven – seat SUVs. After all, the second – row seats in most families are not used frequently, and the third – row seats are “idle for a long time”. Even if the third – row seats are folded to expand the space, the overall loading capacity is still inferior to that of five – seat models in the same class.

Source: Official live – broadcast of LeDao Automobile
Previously, many consumers who needed a five – seat car had to pay a premium for the higher – positioned three – row – seat version. The addition of the five – seat version can not only form a differential combination with the three – row – seat models to precisely cover users with different needs but also improve the brand’s product matrix and further explore the potential of the niche market, killing two birds with one stone.
The LeDao L90 has already achieved remarkable sales performance. In October, its delivery volume reached 11,722 vehicles, firmly establishing its position in the market. With the entry of the precisely – positioned five – seat version L80, LeDao will form a “six – seat + five – seat” dual – line layout in the large – size SUV market, covering a wider range of consumers. The potential for future sales growth is expected to be continuously released, and the room for growth is worth looking forward to.
Of course, it’s not just the new – energy startups that are taking the lead at this Guangzhou Auto Show. The high – end new – energy sub – brands under traditional automakers will also launch and display new models intensively at this auto show. Product high – endization is the core strategic direction of these brands. Based on the currently collected information, technological upgrading and scenario segmentation have become the key means for them to break into the high – end market.
VOYAH will unveil three flagship models at the Guangzhou Auto Show – the VOYAH Dreamer Mountain – River Edition, the VOYAH Zhuiguang L, and the VOYAH Taishan.

Source: Official of VOYAH Automobile
In terms of technology, all three models are equipped with VOYAH’s self – developed super – hybrid technology platform. Core technologies such as the three – chamber air suspension, intelligent four – wheel drive system, and Huawei’s high – level intelligent driving system are still the main selling points of the products.
In terms of scenario segmentation, each of the three models has its own focus: the Dreamer Mountain – River Edition focuses on high – end business reception and long – distance family travel, meeting the needs of multi – person travel with its large space and high comfort; the Zhuiguang L targets the luxury all – electric sedan market, emphasizing sporty driving control and intelligent technology, suitable for young high – end consumers; as a luxury SUV, the Taishan combines off – road performance and urban commuting, covering multiple
该文观点仅代表作者本人,36氪平台仅提供信息存储空间服务。
36kr Europe (eu.36kr.com) delivers global business and markets news, data, analysis, and video to the world, dedicated to building value and providing business service for companies’ global expansion.
© 2024 36kr.com. All rights reserved.

source

Lisa kommentaar

Sinu e-postiaadressi ei avaldata. Nõutavad väljad on tähistatud *-ga

Your Shopping cart

Close