纯电动车难撑局面？大众与小鹏扩大新架构应用范围

Core Viewpoint - Xiaopeng Motors and Volkswagen Group announced an expansion of their jointly developed Centralized Electronic Architecture (CEA) to include fuel and hybrid vehicles starting in 2027, marking a significant shift in their collaboration [2][4]. Group 1: Collaboration Details - The CEA architecture will be applied to Volkswagen's locally developed electric vehicles and will expand to fuel and hybrid models, enhancing the scale and competitiveness of Volkswagen's offerings in the Chinese market [2][4]. - The first electric vehicle developed under this collaboration is expected to launch in 2026, with a joint development team established in Guangzhou and Hefei [3][4]. - CEA architecture is developed by Volkswagen (China) Technology Co., CARIAD China, and Xiaopeng Motors, with CARIAD playing a crucial role in integrating advanced driver assistance systems and smart cockpit software [3][5]. Group 2: Market and Technical Implications - The shift to CEA architecture is seen as a response to the need for technological iteration, market competition, and industry transformation, as traditional fuel vehicles face declining sales [4][5]. - The centralized control architecture simplifies system complexity and reduces costs, enabling faster iterations for software-defined vehicles, which is essential for Volkswagen's transition from a distributed architecture [5][6]. - Volkswagen's current performance in the Chinese market shows a low penetration of electric vehicles, with only about 20,000 units delivered in 2024, indicating a need for improved competitiveness in the growing EV market [6][7]. Group 3: Strategic Benefits - By expanding the CEA architecture, Volkswagen aims to enhance the digital capabilities of its entire vehicle lineup, allowing for over-the-air updates and better alignment with customer needs [2][5]. - Xiaopeng Motors seeks to leverage Volkswagen's supply chain and production scale to reduce R&D costs and diversify revenue sources, as it continues to face financial challenges [6][7]. - The collaboration allows Xiaopeng to share the costs of electronic and electrical development while gaining access to Volkswagen's global supply chain and market presence [7].