Multiple automakers push both extended-range and BEV models, but dual-track sales growth remains elusive

In 2025, multiple automakers are simultaneously advancing sales of both extended-range electric vehicles (EREVs) and battery electric vehicles (BEVs). Li Auto’s new-generation L9 and L9 Livis have launched alongside its BEV model i6, which already accounts for roughly half of the company’s total sales. XPeng has introduced several new models this year offering dual powertrain options, including its premium GX series. Geely, Changan, Leapmotor, Aito (Wenjie), IM Motors, and joint-venture brands like Nissan have also rolled out EREV products. According to statistics, over 140 new EREV or plug-in hybrid (PHEV) models will hit the market in 2025. However, despite aggressive corporate investments, no brand has yet succeeded in achieving simultaneous strong sales growth for both EREVs and BEVs. Li Auto’s L6 has seen a slight sales decline, failing to create synergy with the rising i6; Leapmotor’s EREV models consistently account for only about 20% of its total sales; XPeng’s sales remain heavily reliant on its BEV model MONA M03; and Seres’ annual sales exceeding 400,000 units are overwhelmingly dominated by EREVs, with BEVs holding a minimal share. Within shared sales channels, overlapping customer bases and unclear product differentiation between the two powertrain types often lead to internal competition. Market data also indicates that the EREV segment is shrinking. In 2025, China’s new energy passenger vehicle sales reached 12.494 million units, up 16.5% year-over-year. Of these, EREV sales totaled 1.204 million units—showing only marginal year-over-year growth—and their market share declined from 10.1% in 2024 to 9.7%. Starting in March 2025, the BEV market accelerated due to technological advancements and falling oil prices, further squeezing EREV market space. For instance, the BEV versions of Aito’s M8 and M9 now outsell their EREV counterparts; the order ratio for Denza’s Z9 GT shifted dramatically from 2:8 (BEV:PHEV/EREV) to 8:2; and Nissan’s newly launched NX8 initially saw BEV pre-orders double those of its EREV variant. Among the top 20 best-selling new energy models in April, only one offered an EREV option, and the top nine were all BEVs. EREVs commonly suffer from outdated charging platforms (mostly 400V architecture), reduced performance and increased noise under low-battery conditions, and require frequent charging to maintain cost efficiency—making them less convenient than BEVs. Nevertheless, some premium new EREV models are enhancing user experience through technological upgrades. For example, Li Auto’s L9 Livis features a 72.7 kWh 5C battery, 800V ultra-fast charging capability, and a low-maintenance range extender, delivering over 420 km of pure electric range. Industry trends suggest that BEVs remain the dominant pathway for new energy vehicles, while EREVs may gradually shift toward premium niche segments—maintaining relevance among price-insensitive consumers who prioritize freedom from range anxiety.