Analysis of the high-voltage market for new energy passenger vehicles in the first half of 2024

From January to June 2024, the penetration rate of 800V high-voltage platforms for new energy passenger vehicles reached 8%, while the penetration rate of silicon carbide was only 15.2%. As the supercharging industry chain gradually matures and costs further decline, the starting prices of a few models have dropped to less than 200,000 yuan. It is expected that the popularization of 800V technology and its penetration into the mainstream market will be accelerated in the future.