从批判到跟进！大众汽车上海车展发布首款增程概念车，合资品牌在华战略转向“中国市场主导”

Core Viewpoint - Volkswagen is shifting its strategy in China from "global technology import" to "China market-led," as evidenced by the launch of its first full-size range-extended SUV concept, ID.ERA, at the 2025 Shanghai Auto Show [1][5]. Group 1: Volkswagen's New Product Launch - The ID.ERA is based on Volkswagen Group's global development standards, featuring a CLTC comprehensive range of over 1000 kilometers and a pure electric range of 350 kilometers, with mass production expected to start in Q1 2026 [1]. - This marks a significant change in Volkswagen's stance on range-extended hybrid technology, which was previously criticized by its executives [1]. Group 2: Market Trends and Competitive Landscape - The 2025 Shanghai Auto Show highlighted range-extended hybrid technology as a focal point for many automakers, indicating a strategic direction for joint ventures in China [3]. - In 2024, the production and sales of new energy vehicles in China are projected to exceed 12 million units, with a penetration rate of over 40%, and range-extended vehicle sales reaching 1.18 million units, a year-on-year increase of 84.2% [3]. Group 3: Volkswagen's Performance in China - In 2024, Volkswagen delivered 2.93 million vehicles in China, with over 200,000 being new energy vehicles, accounting for 7% of total sales [4]. - Despite a 17% year-on-year increase in sales of ID series electric models, Volkswagen's growth lags behind the 84.2% increase in range-extended vehicle sales and the expansion of local brands like BYD [4]. Group 4: Strategic Adjustments and Local Development - Volkswagen is placing the Chinese market at the core of its strategy, recognizing it as the largest new energy vehicle market and a benchmark for technological innovation [5]. - The establishment of the Volkswagen (China) Technology Company (VCTC) in Hefei aims to enhance local R&D capabilities, with a 30% reduction in development cycles and a 40% cost optimization for the locally developed CMP platform [5]. Group 5: Future Plans and Market Positioning - Volkswagen plans to leverage its three joint ventures in China to introduce over 30 new models in the next three years, focusing on quality and user experience rather than just quantity [6]. - The strategic shift is seen as a rational choice driven by data, with success dependent on adapting to "Chinese speed" and integrating traditional strengths with local innovation [6].