月销仅34辆 大众Polo成“时代的眼泪”？

Core Insights - The Volkswagen Polo, celebrating its 50th anniversary in May 2025, has sold over 20 million units globally since its launch in 1975, but is now facing a survival crisis due to the rise of electric vehicles [2] - In China, Polo's sales have drastically declined, with only 34 units sold in October 2025, and a total of 1,057 units in the first ten months of the year, contrasting sharply with its peak sales of over 10,000 units per month [2] Group 1: Market Position and Historical Success - The Polo's success in the fuel vehicle era was attributed to its precise market positioning as a "first car" for young people, characterized by its compact size, economical commuting capabilities, and low maintenance costs [2] - The Polo's fuel consumption is reported to be stable at 5.5-6.5 liters per 100 kilometers, with basic maintenance costs around 300-400 yuan, and a three-year resale value maintaining above 65%, outperforming competitors [2] Group 2: Impact of Electric Vehicles - The advent of electric vehicles has disrupted the traditional market, with electric cars offering significant advantages in cost, space utilization, and driving quality [3] - For instance, the cost per kilometer for electric vehicles is as low as 0.03 yuan when charged at home, while the Polo's cost remains at 0.4-0.5 yuan per kilometer, making electric options more appealing [3] - Electric vehicles also provide better interior space due to simplified engine layouts, addressing the space limitations of traditional fuel cars [3] Group 3: Volkswagen's Response and Challenges - Volkswagen has attempted to revitalize the Polo brand with the Polo Plus, which features an extended wheelbase, but this effort has not succeeded in the face of the electric vehicle wave [4] - Despite significant discounts of up to 30,000 yuan in some regions, sales continued to decline, negatively impacting the brand's resale value [4] - The ID.3, intended as an electric alternative, has not effectively captured Polo's customer base due to its higher pricing and differing design [4] Group 4: Industry Transformation and Future Outlook - The transformation of the automotive ecosystem, including the proliferation of charging infrastructure and supportive government policies, is squeezing the market for traditional fuel vehicles [4] - By 2025, the number of charging stations in China is expected to exceed 10 million, with over 80% community coverage, alleviating range anxiety for electric vehicle users [4] - The decline of the Polo reflects broader challenges faced by traditional fuel small cars, with a complete transition to electric vehicles in the microcar market appearing inevitable [4] - Although Volkswagen has introduced the ID.Polo electric version, it is currently only available overseas and not in China, leaving the future of the Polo in the Chinese market uncertain [4]