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Why are China's new energy vehicles getting heavier and heavier?

DoNews2026-06-04 18:34
New energy vehicles can no longer afford to gain weight

In the era of fuel-powered vehicles, "the lighter the vehicle body, the better" was almost a consensus among global automakers. For every 100-kilogram reduction in vehicle weight, the comprehensive fuel consumption per 100 kilometers could be reduced by 0.3 to 0.5 liters. Meanwhile, a lightweight body not only brings more agile handling response but also significantly reduces the workload of the braking system, thereby shortening the braking distance and reducing the kinetic energy impact during vehicle collisions.

However, in the era of new energy vehicles, the trend has quietly changed. Statistics from the Ministry of Industry and Information Technology over the years show that the average curb weight of new passenger cars in China was 1,312 kilograms in 2012 and climbed to 1,704 kilograms in 2024, an increase of nearly 400 kilograms in twelve years. What's more alarming is that the weight gain of new energy vehicles accelerated significantly from 2020 to 2024. Data from the China Automobile Strategy and Policy Research Center shows that from January to April 2026, the average curb weight of new energy passenger cars in China reached 1,939.3 kilograms, a sharp increase of 27.5% compared to 2020.

The "obesity problem" of new energy vehicles not only triggers a vicious cycle of energy consumption but also leads to high vehicle costs and poses severe challenges to passive safety performance and handling stability. Currently, the new energy vehicle industry urgently needs a high-quality transformation from weight stacking to technological efficiency improvement.

01 The Collective Weight Loss of New Energy Vehicles

The "obesity" of new energy vehicles is not an isolated case but a common phenomenon in the industry.

According to the declaration information of the Ministry of Industry and Information Technology and the parameters of major automotive platforms, the average curb weight of Li Auto vehicles is as high as 2,561 kilograms. The average curb weights of Zeekr, NIO, and Tesla are 2,550 kilograms, 2,453 kilograms, and 2,136 kilograms respectively. "Obesity" is particularly evident in the fields of high-end hardcore off-road vehicles and large MPVs: Currently, there are already 12 models with a curb weight of 3 tons or more. Among them, the Yangwang U8 L has a maximum curb weight of 3,639 kilograms, and the Zongheng G700 and Mengshi 917 have curb weights of 3,303 kilograms and 3,293 kilograms respectively. The Zunjie V800, which is expected to be launched in the second half of 2026, although with a curb weight of 3,120 kilograms, still fails to make it into the top three.

Since 2026, the trend of weight gain in new energy vehicles has continued. The curb weights of newly launched large SUVs and MPVs generally exceed 2,500 kilograms.

The primary driver of the sharp increase in the weight of new energy vehicles is the addition of battery materials. Range anxiety was once a key factor limiting the popularization of new energy vehicles. Even today, with the increasing improvement of charging infrastructure, a longer driving range still means stronger product competitiveness and higher market acceptance.

Data from the China Passenger Car Association shows that the average battery capacity of pure electric passenger cars in China has increased from about 43 kWh in 2020 to 63 kWh from January to April 2026, an increase of 46.5% in six years. This "battery capacity arms race" is particularly fierce among high-end pure electric models. Currently, battery packs with a capacity of 100 kWh or more have basically become standard configurations.

However, an increase in battery capacity inevitably leads to an increase in weight. A lithium iron phosphate battery pack with a capacity of 80 kWh to 100 kWh weighs as much as 400 to 600 kilograms, almost half of the curb weight of a small fuel-powered vehicle. According to the statistical data of Li Yanwei, an expert on the Expert Committee of the China Automobile Dealers Association, for every 10 kWh increase in battery capacity, the average curb weight of the vehicle increases by about 107 kilograms. The weight of a 100-kWh lithium iron phosphate battery pack usually accounts for more than 30% of the vehicle's curb weight, and when the capacity is increased to 150 kWh, the weight of the battery pack is close to 1,000 kilograms.

What's more serious is that this approach of simply relying on increasing battery capacity to improve the driving range can easily lead to a vicious cycle of "adding more water when there's more flour and adding more flour when there's more water": increasing the battery capacity to improve the driving range will increase vehicle energy consumption, and to maintain the driving performance, more battery capacity has to be added.

The full-scale addition of intelligent configurations is another important factor contributing to the sharp increase in the weight of new energy vehicles. In the wave of electrification and intelligence, cars are evolving from simple means of transportation to "intelligent mobile spaces" that integrate multiple scenarios such as travel, entertainment, and office. From zero-gravity seats, panoramic sunroofs, and multi-layer soundproof glass to intelligent driving sensor arrays composed of lidars, high-definition cameras, and millimeter-wave radars, and then to in-vehicle refrigerators, fragrance systems, multi-channel audio systems, and other configurations, all these are inadvertently "adding weight" to the vehicle.

In addition, the fundamental change in the power system of new energy vehicles has triggered a systematic reconstruction of the vehicle body structure and safety design, which also brings significant additional weight.

Take the safety protection of the battery pack as an example. The battery is the most core and vulnerable component of a new energy vehicle. Bumps, squeezes, or punctures may cause thermal runaway or even explosion. Therefore, the chassis of new energy vehicles must be equipped with thick aluminum alloy guards or high-strength steel protection structures to prevent damage to the battery from bottoming out. The threshold beams also need to be specially widened and thickened, using hot-formed steel or aluminum alloy to absorb side-impact energy and ensure that the battery compartment is not invaded. Just this high-strength protection framework designed around the battery pack weighs dozens or even hundreds of kilograms.

Under the superposition of multiple factors, the weight of new energy vehicles has finally gotten completely out of control.

02 The Cost of "Obesity" in New Energy Vehicles

The out-of-control weight of new energy vehicles is triggering a series of challenges such as deteriorated energy consumption, increased safety risks, and intensified damage to public infrastructure.

The most direct consequence of vehicle weight gain is the deterioration of energy consumption. Industry test data shows that for every 100-kilogram increase in the curb weight of new energy vehicles, the comprehensive energy consumption per 100 kilometers will increase by about 7.5%. Li Yanwei's statistical data also shows that for every 300-kilogram increase in the curb weight of pure electric models, the comprehensive power consumption per 100 kilometers will increase by 1.4 kWh, and the driving range under the CLTC condition will be shortened by 150 kilometers accordingly. This means that a considerable part of the battery capacity added by automakers to improve the driving range is used to offset the additional energy consumption caused by the vehicle's own weight.

As the vehicle weight increases, the safety risks also increase simultaneously. In the modern automotive safety design system, the vehicle body structure, material strength, and safety configurations are the core factors determining the vehicle's collision safety, rather than the vehicle's curb weight. On the contrary, excessive vehicle weight will trigger a series of new safety risks.

Research by Professor Zhou Qing from the School of Vehicle and Mobility at Tsinghua University shows that after the vehicle weight doubles, the collision kinetic energy will double, and the ability of a heavy vehicle to cause damage will increase by 100%, while the protection space available for collision energy absorption only increases by about 15%. In addition, according to the basic principles of physics, an object with a larger mass has higher kinetic energy and requires greater braking force and a longer braking distance to come to a complete stop. Tesla's engineering test data shows that for every 10% increase in the vehicle's curb weight, its effective braking distance will be extended by about 5%, making it more likely to cause rear-end collisions and other accidents in sudden road conditions. A more hidden risk is that excessive vehicle weight gain will also cause a sharp increase in the load on the tires and suspension systems, accelerating the aging and wear of components such as brake pads and brake discs, and posing potential safety hazards during driving.

The hidden damage caused by the excessive weight gain of new energy vehicles to public infrastructure such as roads and bridges cannot be ignored. According to the "fourth power rule" in road engineering, the degree of damage to the road surface by a vehicle is proportional to the fourth power of its axle load. This means that a vehicle with a curb weight of 2,500 kilograms causes about 7.7 times more damage to the road surface than a vehicle with a curb weight of 1,500 kilograms. As Li Bin, the founder, chairman, and CEO of NIO, said at the 4th China Science and Technology Exchange Conference in April 2026, "For every 20% increase in vehicle weight, the damage rate to the road surface will reach 2.07 times the original. Therefore, lightweighting is not only valuable for the vehicle's energy consumption and safety but also brings great benefits to the entire society."

03 Lightweighting is a Hurdle That Must Be Overcome

In May 2026, Li Bin said in an interview, "If more than 300 million vehicles in China all become heavy vehicles, the roads will be crushed." He believes that in the face of the increasing weight trend of new energy vehicles, relying solely on the self-discipline of automakers is far from enough. The country should impose some form of restrictions on vehicle weight. "Without national-level guidance, the industry will engage in disorderly competition."

Policy is the most powerful means to promote industry transformation. On January 1, 2026, the "Limits of Energy Consumption for Electric Vehicles - Part 1: Passenger Cars" (GB 36980.1 - 2025) issued by the State Administration for Market Regulation and the Standardization Administration of China officially came into effect. This new regulation for the first time deeply links the vehicle's power consumption standard with the curb weight, overall tightening the industry's power consumption requirements and setting strict power consumption thresholds for overweight models above 2,710 kilograms, effectively curbing the behavior of blindly increasing the driving range by stacking batteries.

Meanwhile, the industry has reached a general consensus: vehicle weight is directly related to energy consumption, resource occupation, and road wear, and is a more reasonable tax basis for electric vehicles than displacement. Cui Dongshu, the secretary-general of the China Passenger Car Association, has publicly proposed on many occasions to introduce a stepped vehicle weight tax system. Qin Lihong, the co-founder of NIO, also revealed that regulatory authorities and industry think tanks have started to study relevant standards for graded taxation based on vehicle weight.

Currently, bidding farewell to the extensive competition of stacking batteries and shifting towards high-quality development centered on lightweighting has become an inevitable choice for automakers to solve the "obesity problem" of new energy vehicles. Li Yanwei pointed out that by combining three paths: material substitution, improvement of battery energy density, and system integration of the three-in-one electric drive + 800V platform, it is theoretically possible to reduce the weight by 300 to 400 kilograms on the existing basis, which is enough to bring the mainstream models in the current range of 1,900 to 2,100 kilograms back to the more optimal range of 1,600 to 1,800 kilograms.

When the model of "stacking batteries for range" reaches its end, automakers may only have three options in the future: either focus on materials science and vehicle body structure design to promote the large-scale application of aluminum alloy, carbon fiber composite materials, and integrated die-casting technology to achieve systematic weight reduction; or accelerate the R & D and industrialization of next-generation battery technologies such as solid-state batteries to fundamentally solve the contradiction between weight and range by improving battery energy density; or continuously optimize the efficiency of the electric drive system to make every kilowatt-hour of electricity play its maximum value.

This article is from the WeChat official account “DoNews” (ID: ilovedonews), author: Zhang Yu, published by 36Kr with authorization.