透过2025上海车展，看外资汽车企业的反击

Core Insights - The market share of Chinese brand passenger cars has increased from 38.4% in 2020 to 65.2% in 2024, while foreign brands' share has decreased from approximately 64% to between 37% and 39.5% [1] - China is the largest automotive consumption market globally, with annual sales exceeding 30 million vehicles, making it critical for foreign automotive companies [1] - Foreign automotive brands are facing significant challenges and are adjusting their strategies in response to the rise of Chinese brands [2] Foreign Automotive Brands' Decline - Foreign automotive brands, once popular, are now struggling to maintain their market presence, with some exiting the Chinese market entirely [2] - Volkswagen is the largest foreign automotive company in China, with 2024 global sales of 9.0274 million vehicles, of which 2.928 million were sold in China, contributing 1.7 billion euros to its investment income from joint ventures in China [2] - Volkswagen's global operating profit decreased by 33.5% from 2023, highlighting the impact of the changing market dynamics [2] Strategic Responses from Foreign Brands - Foreign automotive companies are learning from Chinese brands and applying advanced experiences to both Chinese and global markets [5] - Volkswagen plans to invest 2.5 billion euros to establish a smart connected vehicle R&D center in China, focusing on next-generation vehicle development [6] - Mercedes-Benz is leveraging its Beijing R&D center to develop technologies based on Chinese user preferences, which are expected to be applied globally [8] Innovations and Collaborations - Toyota is adopting a strategy of "technology reserve + localized production," establishing a hydrogen energy R&D center in Jiangsu and integrating its R&D capabilities in China [8] - Nissan is collaborating with Huawei to develop smart cockpit systems based on the HarmonyOS, aiming to enhance its market position in China [9] - At the 2025 Shanghai Auto Show, Honda announced partnerships with three Chinese tech companies to advance in the fields of intelligence and electrification [11] Localized Development Initiatives - Toyota's new R&D structure allows Chinese teams to lead the development of core models, shifting from a traditional model of "foreign design, local production" to one where "Chinese demand defines technology routes" [10] - Mercedes-Benz's new models are being developed by Chinese teams, marking a significant shift in how global automakers approach the Chinese market [10] - Volkswagen's strategy includes localizing software development to address unique Chinese driving conditions, enhancing its competitive edge [11]