两年内将推14款新车 奥迪CEO高德诺：中国市场仍是集团未来投资重点

Core Insights - Audi plans to launch 14 new models in the Chinese market by 2027, responding to consumer demand with an unprecedented speed in product updates [1] - The company is undergoing a strategic transformation, as indicated by its Q3 financial results, which show total revenue of approximately €48.4 billion, a 4.6% year-on-year increase, and a cumulative sales volume of about 1.176 million units, down 4.8% year-on-year [3] - Audi's dual-brand strategy is being implemented exclusively in China, with plans for further product expansion under both the Audi and AUDI brands [5] Financial Performance - For the first three quarters of the year, Audi reported total revenue of approximately €48.4 billion, with an operating profit of around €1.6 billion and net cash flow reaching €2.1 billion [3] - The decline in cumulative sales volume by 4.8% is attributed to the transition period as new models are introduced and the existing product cycle phases out [3] Product Strategy - Audi showcased its dual-brand lineup at the China International Import Expo, including the Audi 100 Coupé S, Audi A6L e-tron, and the AUDI E5 Sportback, which is based on a smart digital platform developed in collaboration with SAIC Motor [4] - The AUDI E5 Sportback is expected to attract a new customer base without replacing existing classic models, thereby expanding Audi's product matrix [4] Market Positioning - Audi's dual-brand strategy, initiated two and a half years ago, aims to enhance its product offerings specifically in the Chinese market, with more models to be announced in the coming weeks [5] - The company emphasizes the importance of local partnerships in China, which include collaborations with Huawei, Momenta, and CATL, to enhance product development and market responsiveness [7] Competitive Landscape - The luxury car market in China is experiencing significant changes, with a 10.9% year-on-year decline in sales in the luxury segment, totaling approximately 1.783 million units in the first three quarters [9] - Despite the competitive environment, Audi remains committed to increasing its investment in China, viewing it as a core market that drives product transformation and innovation [9]