Inventory of domestic and international mainstream new energy car enterprise electric platform

In 2017, the domestic sales of new energy vehicles reached 777,000 units, marking a market share of 2.7% and an ownership number of 1.53 million, signaling the beginning of economies of scale in the industry. As the market matured, the introduction of China’s dual-credit policy prompted both domestic and international automakers to accelerate their investments in new energy vehicle models. This led to increased focus on platform development, as companies sought to reduce manufacturing costs by using shared platforms across different models. At this stage, several major domestic brands are actively promoting their own pure electric vehicle platforms, while foreign manufacturers like Mercedes-Benz, BMW, and Toyota have also introduced specialized platforms tailored for electric vehicles. For example, Mercedes-Benz's EVA platform supports rear-wheel and four-wheel drive configurations, while Toyota's TNGA platform is being adapted to include electric and fuel cell options. BMW’s LifeDrive platform is specifically designed for its i-series electric vehicles, and Geely has developed the PMA platform to cover a wide range of electric models, from compact cars to SUVs. Among the key platforms in the Chinese market, Volkswagen’s MEB platform stands out for its flexibility, supporting various battery types without compromising system integration. Ford is also expanding its electric lineup, introducing multiple plug-in hybrid models. Meanwhile, BAIC New Energy is adopting an open strategy, sharing its platforms with external partners to encourage innovation and customization. While platformization offers clear benefits in terms of cost efficiency and scalability, questions remain about whether multi-platform strategies truly enhance performance or if they are just a response to regulatory pressures. With the current phase of the new energy vehicle market being driven by both policy and consumer demand, the push toward platform standardization seems like a logical step forward. However, without significant breakthroughs in battery technology, the long-term success of these strategies will depend on continuous innovation and cost reduction.

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