一汽-大众的“稳”与“进”，变革中做“确定性”的锚点

Core Insights - FAW-Volkswagen has achieved cumulative sales of over 20 million units and a single-month sales figure of 154,000 units in March, demonstrating its strategic resilience as a leading joint venture brand in the face of rising new energy penetration and diverse consumer demands [1][2] - The launch of the all-new Langjing at the Shanghai Auto Show exemplifies the company's strategy of "co-progressing oil and electricity, and fully intelligent oil-electric hybrid" [1][6] Group 1: Product and Technology - The all-new Langjing has quickly become a phenomenon in the SUV market, characterized by its "large space" and "German hardcore power," addressing user needs through comprehensive evolution [2] - Equipped with the fifth-generation EA888 engine, the Langjing achieves a maximum power of 200 kW and peak torque of 400 N·m, with a fuel consumption as low as 8.31 L/100 km, representing a 3.7% reduction compared to the previous generation [2] - The current market data indicates that fuel vehicles still hold an 85% share globally, and FAW-Volkswagen's focus on fuel vehicle technology is a response to diverse user needs while building a robust cash flow and technical reserve during the transition period [2] Group 2: Market Trends and Consumer Insights - The all-new Langjing is designed to cater to the dual impacts of the "two-child policy" and the "silver economy," with dimensions of 5168 mm in length and a wheelbase of 2980 mm, making it suitable for multi-generational family travel [3] - The vehicle's design addresses the shift in family travel needs from "functional satisfaction" to "quality experience," redefining the value core of family flagship SUVs [3] Group 3: Design Philosophy - The design of the all-new Langjing reflects FAW-Volkswagen's deep understanding of modern user psychological demands, combining luxury and sporty elements while balancing smart interaction and privacy [4] - The design logic aligns with the trend of "new luxury consumerism," where consumers prioritize "technological scarcity" and "emotional resonance" over brand logos [4] Group 4: Customer Assurance and Brand Strategy - The "dual lifetime warranty" policy offered by FAW-Volkswagen for the all-new Langjing aims to reshape user trust in the industry, potentially saving users up to 65,000 yuan in maintenance costs over a 15-year ownership period [5] - This policy reflects the brand's commitment to "long-termism," transforming service from a cost item to a value item, and providing a replicable user operation model for joint venture brands [5] Group 5: Future Strategy - Starting in 2026, FAW-Volkswagen plans to introduce 10 new models tailored for the Chinese market across various segments, including pure electric, plug-in hybrid, range-extended, and fuel vehicles [7] - The company's strategic focus on quality, user-centricity, and technological depth sets a benchmark for high-quality competition in the Chinese automotive industry amidst significant industry changes [7]