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虎嗅 2026-05-26

“长辈的油车开了10多年,我的4年就得换”:中国新能源车迭代太快,能放慢吗?

快节奏带来消费者“被背刺”

It has been reported that some Chinese electric-vehicle owners feel forced to replace cars far sooner than their parents did with petrol vehicles. One owner told reporters that his family’s fuel cars lasted a decade or more, yet his four‑year‑old EV was already “too old” because its onboard chip could not run the latest software. The consequence? Accelerated depreciation, rising complaints and a sense that cars are sliding from household asset toward a piece of consumer electronics.

为什么迭代这么快?

Manufacturers argue there is method behind the madness. Software‑defined vehicles, Moore’s‑law improvements in compute and a race to add features have shortened development cycles dramatically. It has been reported that more than 230 new or refreshed models hit China in 2025, and Chinese start‑ups have compressed concept‑to‑market timelines to roughly 18–24 months — versus 40–60 months for many legacy brands. Companies such as NIO (蔚来), Xpeng (小鹏) and Li Auto (理想) are betting on rapid updates and OTA software upgrades to maintain competitiveness.

三方受损,放慢并非易事

The rapid cadence has tangible costs: second‑hand values are weakening, complaints about rapid model refreshes surged in 2025, and suppliers face volatile demand. It has been reported that disputes over fast iterations spiked as customers found older units devalued shortly after purchase. Some firms, including Xpeng (小鹏), are experimenting with slower visible refreshes and heavier reliance on over‑the‑air updates. But analysts say market competition, platform economics and even global chip supply tensions — including export controls that affect advanced semiconductors — make a coordinated industry slowdown difficult, if not impractical.

政策能否成为调节器?

So who can intervene — and should they? Regulators could mandate longer software support windows or clearer pre‑purchase disclosure of upgrade paths, which might rebalance incentives. Industry leaders counter that safety, reliability and extensive physical testing still set cars apart from phones. Reportedly, both manufacturers and consumer advocates are watching for policy signals. The question remains: will China’s EV revolution keep sprinting, or can policy and engineering steer it into a more sustainable pace?

Policy
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