Cui Dongshu: The technology of tax-exempt vehicle models has been steadily improving, with many pure electric passenger cars having a range of over 600 kilometers.

Cui Dongshu recently wrote that the Ministry of Industry and Information Technology recently released the 7th batch of the new energy vehicle models eligible for exemption from vehicle purchase tax. Overall, the exempted vehicle models have seen a stable improvement in technology, with many pure electric passenger cars having a range of over 600 kilometers and a rich variety of products with high energy density batteries. There were no hydrogen fuel vehicle models introduced for passenger cars, but there were many competitive new energy vehicle models introduced by domestic traditional carmakers. 1. Overall situation of the tax-exempt catalog for 2025 In 2025, there are a total of 365 models in the new energy vehicle tax-exempt catalog. Due to the excess in the first batch of 2024, and the release of the 13th batch at the end of 2024, the number of models in the 2025 new energy vehicle catalog is relatively lower compared to the normal levels of the past few years. The new energy vehicle catalogs have gradually become richer in recent years. The catalog for new energy passenger cars in 2024-2025 is generally larger in quantity, showing vigorous development in new energy vehicles this year. 2. Changes in power structure Due to the high subsidies for hydrogen fuel vehicles, commercial hydrogen energy vehicles have shown strong performance recently, surpassing plug-in hybrids to become the main products in the application catalog. In 2025, there are 90 passenger cars, with more pure electric vehicles and a recent surge in plug-in hybrids. There are 22 buses, with pure electric vehicles remaining the main force and a slight recovery in plug-in hybrids. There are 188 special vehicles, with pure electric vehicles being the dominant force and only 4 hydrogen fuel vehicles. There have been no hydrogen fuel passenger cars introduced since the second half of 2024, which is a good reflection of market demand. 3. Range of pure electric passenger cars in 2025 The range of new energy vehicles continues to increase overall, especially in pure electric vehicles from 2018 to 2023. In 2025, there have been many pure electric passenger cars with a range of over 500 kilometers, and improvements in models with a range below 250 kilometers. The range of pure electric passenger cars has remained relatively stable. The number of products with a range of over 600 kilometers in 2025 has continued to increase, showing significant technological improvements. The lack of short-range products is also regrettable, as shorter ranges do not necessarily indicate technological backwardness but rather offer cost advantages and cater to consumer needs, which decision to exempt vehicle purchases from taxes impacts product trends. The mileage of plug-in hybrid models in January 2025 is relatively high, with a majority having a range of 100-200 kilometers, and some having ranges above 200 kilometers. 4. Energy density of batteries The energy density of batteries in pure electric vehicles has been slow to improve in recent years, but in 2025, there has been gradual market-driven technological advancement, reflecting the good effect of passenger cars moving away from subsidies. There has been an increase in models with around 130-140 kWh. There are more plug-in hybrids with low energy density products, some with high energy density, and fewer products in the middle range, showing differentiated development in range and plug-in products. 5. Energy density of various types of vehicles The energy consumption of models with a range of over 300 kilometers is generally around 13 degrees, with a slight increase in electricity consumption for vehicles with longer ranges. The battery energy density for models with a range of over 400 kilometers is also above 140. Plug-in hybrid models are divided into range-extenders and plug-ins, with 150 kilometers as a basic threshold. The energy consumption for range-extenders is relatively low at around 20 kWh per 100 kilometers, while plug-in hybrids have a higher level of around 23 kWh per 100 kilometers. 6. Analysis of pure electric passenger cars There are many competitive new products from domestic brands, with strong product competitiveness. Aeolus has very low energy consumption and clearly demonstrates practical advantages. 7. Tracking of new plug-in hybrid vehicles Domestic brands such as Changan, Chery, BYD Company Limited, Geely, and others have shown good performance in plug-in hybrids. Some models of BYD Company Limited, such as the Han L, have reduced their plug-in hybrid energy consumption to below 20 kWh per 100 kilometers, showing good performance.