大众25年销量下滑,丰田连续6年全球首位
日经中文网·2026-01-17 00:33

Core Viewpoint - Volkswagen's global new car sales are projected to slightly decrease in 2025, primarily due to a significant decline in the Chinese market, where sales are expected to drop by 8% [2][7]. Group 1: Global Sales Performance - Volkswagen's global new car sales are expected to reach 8,983,900 units in 2025, a slight decrease from 2024 [2]. - The company's electric vehicle (EV) sales globally increased by 32% to 983,100 units, with the proportion of EVs in new car sales rising from 8.2% in 2024 to 10.9% in 2025 [4]. - In Europe, EV sales rebounded significantly, growing by 66% to 742,800 units, driven by an expanded product line at competitive prices [4]. Group 2: Performance in China - Volkswagen's new car sales in China fell by 8% to 2,693,800 units, resulting in a market share of 10.9%, which is lower than BYD's 14.7% and Geely's 11% [2][7]. - The decline in EV sales in China was stark, with only 115,500 units sold, a 44% decrease, attributed to intense price competition and a strategic focus on maintaining profit margins over volume [6]. - Volkswagen plans to introduce new EV models in China starting in 2026, emphasizing a strategy that prioritizes high-margin engine vehicles [6].