奥迪在华销量下滑9%，全新电动品牌与华为智驾能否成为“止跌剂”？

Core Insights - SAIC Audi launched the Audi E5 Sportback quattro model and showcased its first SUV concept at the 2025 Guangzhou Auto Show, marking a complete lineup in sedans and SUVs for the brand [2] - Audi's sales in China continue to decline, with a 9% drop in deliveries in the first three quarters of 2025, attributed to intensified competition, especially in the electric vehicle sector [3][4] Group 1: Product Development and Strategy - SAIC Audi is focusing on electric and intelligent vehicle development, with plans to launch two additional electric models under the new AUDI brand in 2026 and 2027 [4] - The first mass-produced model from the AUDI brand, the Audi E5 Sportback, started pre-sales in August 2025, priced at 235,900 yuan, featuring advanced driver assistance systems developed in collaboration with Momenta [5][6] - FAW Audi is implementing a "dual fuel and electric" strategy, planning to launch five new models in 2025, all equipped with advanced intelligent driving systems developed with Huawei [7][9] Group 2: Market Position and Sales Strategy - Audi's global deliveries decreased by 4.8% year-on-year in the first three quarters of 2025, with the Chinese market experiencing the highest decline [3] - FAW Audi has initiated a "fusion direct sales" model to integrate dealer and direct sales advantages, allowing customers to order through a unified platform at a consistent price nationwide [8] - Both SAIC Audi and FAW Audi are adapting their strategies to better align with the Chinese market, aiming to reverse the sales decline through innovative products and enhanced customer experiences [9]