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市场最前沿丨大众中国首款本土研发电子电气架构正式投产
Xin Hua Wang· 2026-01-29 07:59
相较于上一代车型,CEA架构可将电子控制单元数量减少约30%,显著降低系统复杂程度,为AI智能座 舱、高级驾驶辅助功能及整车空中下载技术升级提供更稳固的技术底座支撑。今年,大众集团在华三大 整车合资企业计划陆续推出共5款搭载CEA架构的新车型。 "将中国速度与大众基因深度融合,这就是我们在中国规模化研发智能网联汽车的独特方式。"大众汽车 集团(中国)董事长兼首席执行官贝瑞德说。 大众汽车集团(中国)1月28日晚宣布,专为中国市场研发的区域控制电子电气架构——CEA架构,于 2025年底如期交付,首款基于该架构的大众品牌车型"ID.与众07"同期在大众安徽工厂正式投产。 据介绍,CEA架构由位于安徽合肥的大众汽车(中国)科技有限公司、CARIAD中国与小鹏汽车联合研 发,从概念提出到量产落地仅历时18个月,创下大众集团全新电子电气架构的最快研发速度。 据介绍,2026年,大众汽车集团将在中国市场全面提速,旗下各品牌超20款新能源车型将密集走向市 场。(记者汪海月) 【纠错】 【责任编辑:谷玥】 ...
何小鹏:和大众合作的电子电气架构顺利落地,首搭车型与众07正式下线
Feng Huang Wang· 2026-01-29 07:04
Core Viewpoint - Xiaopeng Motors and Volkswagen have successfully launched their first collaborative product, the ZHONG 07, which features a new electronic and electrical architecture called China Electronic Architecture (CEA) [1] Group 1: Collaboration and Product Launch - Xiaopeng Motors' Chairman He Xiaopeng expressed satisfaction with the successful implementation of the CEA architecture in the ZHONG 07 model, marking a significant milestone in their partnership with Volkswagen [1] - Volkswagen Group (China) Chairman and CEO Ralf Brandstätter announced that from 2026, domestic Volkswagen brand electric vehicles will utilize the CEA architecture [1] Group 2: Technical Specifications - The CEA architecture serves as a central control hub for all critical electronic functions, reducing the number of control units in each vehicle by 30% and allowing for easy integration of advanced features like autonomous driving assistance in the future [1] - The ZHONG 07 is positioned as a pure electric sedan, with dimensions of 4853 mm in length, 1852 mm in width, and 1566 mm in height, and a wheelbase of 2826 mm [1] - The vehicle will be powered by an EEK motor with a maximum output of 170 kW and will feature a lithium iron phosphate battery supplied by Guoxuan High-Tech [1]
销量创历史新高,丰田2025年继续称霸全球车市
Hua Er Jie Jian Wen· 2026-01-29 06:36
Group 1 - Toyota's global sales are projected to reach a record high of 11.3 million units in 2025, marking the sixth consecutive year as the world's best-selling automaker, highlighting its dominance in the global market, particularly in hybrid vehicles [1] - The latest data shows a 4.6% increase in global sales compared to the previous year, driven primarily by the U.S. and Japanese markets, which together account for over 40% of the company's sales [1] - In contrast, Volkswagen Group's sales are expected to decline by 0.5% to just under 9 million units in 2025, widening the sales gap between Toyota and Volkswagen [1] Group 2 - Sales of Toyota and Lexus brand vehicles are projected to grow by 3.7% to 10.5 million units in 2025, also reaching a historical high, primarily due to strong demand for hybrid vehicles in the U.S. market [1] - Vehicles exported from Japan to the U.S. surged by 14.2% to approximately 615,000 units, with the RAV4 SUV being one of the most popular models [1] - Hybrid vehicles account for 42% of Toyota's global sales, while pure electric vehicles represent only 1.9%, indicating a strategic focus on hybrid technology and a cautious approach to transitioning to fully electric vehicles [2] - Despite fierce competition, Toyota's sales in China saw a slight increase of 0.2%, marking the first positive growth in four years, suggesting a stabilization in the Chinese market [2]
何小鹏:和大众合作的电子电气架构落地,首搭车型与众07正式下线
Xin Lang Cai Jing· 2026-01-29 06:02
Core Viewpoint - Xiaopeng Motors' CEO He Xiaopeng congratulated Ralf Brandstaetter, CEO of Volkswagen Group (China), on the successful implementation of their collaborative electronic and electrical architecture, with the first model, the Z06, officially rolling off the production line [1][2]. Group 1 - The collaboration between Xiaopeng Motors and Volkswagen has been ongoing for the past 18 months, resulting in timely and high-quality project delivery [1][2]. - He Xiaopeng expressed confidence that the partnership, based on openness, mutual trust, and win-win cooperation, will lead to better technology and products for global consumers [1][2].
保时捷中国CEO:卡宴所在市场,厂商建议零售价下降超三分之一
Xin Lang Cai Jing· 2026-01-29 05:23
Core Insights - Porsche plans to introduce new B and D class SUVs by 2030, including both fuel and plug-in hybrid versions, alongside several new models tailored for the Chinese market [1][6] - The company aims to maintain a "quality over quantity" strategy, focusing on brand value rather than short-term sales growth [5][14] - Porsche's sales network will be optimized, reducing the number of dealerships from 114 to 80 by the end of 2026 [10] Product Strategy - New models to be launched include the 911 GT3, GT3 Touring, and five China-exclusive models such as the Panamera and Cayenne variants [6] - A fully electric Cayenne will debut at the 2026 Beijing Auto Show, with a new generation of infotainment systems also set to be introduced [6][9] - The company is committed to evaluating various partnerships for advanced driving assistance systems, emphasizing safety and driver-centric design [7][9] Market Challenges - In 2025, Porsche's new car deliveries in China are expected to decline by 26% to approximately 42,000 units, reflecting significant market challenges [3] - The competitive landscape has shifted due to local brands capitalizing on changing consumer demands, leading to a decrease in prices across segments [3][5] - The luxury car tax threshold reduction from 1.3 million to 900,000 yuan will impact 30% of Porsche's products, necessitating an 11% price increase [3] Brand Strategy - Porsche's "Win Back China" strategy emphasizes five key principles, including the importance of the Chinese market and the need to strengthen the brand's unique identity [5][14] - The company recognizes the need for deep collaboration with local suppliers to enhance its technological capabilities [6][9] - Porsche aims to ensure that all products meet high standards of quality, safety, and reliability, prioritizing these over rapid production [14][16] Sales Network Optimization - The sales network will be streamlined, with a focus on enhancing brand presence through various touchpoints, including experience centers and brand spaces [10] - The number of dealerships has already decreased from 150 to 114, with plans for further reductions [10] - The company is committed to supporting sustainable development for its dealers while enhancing brand influence in key regions [10]
警告!若美不降关税,大众或取消在美建新厂
Jing Ji Ri Bao· 2026-01-28 12:59
奥博穆还提到,企业若要持续推进美国市场的扩张布局,除了要在短期内实现成本下降,也离不开长期 稳定且可靠的商业环境作为支撑。 然而,当下美国政府频频挥舞"关税大棒"。其对进口钢铝产品、汽车零部件等征收的关税,使其本土车 企也遭受不小损失。通用汽车公司预估,公司2025年受关税影响金额达31亿美元。 展望未来,大众计划到2030年在全球投资1600亿欧元。在当下的地缘政治背景下,大众会如何选择?奥 博穆表示,大众将优先投资于利润核心区域,欧洲仍是其最强市场。同时大众也已全面重构在华运营战 略,首批完全由中国团队开发的产品即将上市。 最近,德国汽车制造商大众汽车集团首席执行官(CEO)奥博穆在接受采访时明确表示,若美国不降低 对欧洲汽车关税,大众将考虑搁置在美国建设奥迪工厂的计划。 财经频道更多独家策划、专家专栏,免费查阅>> 这一建厂计划最早于2023年敲定,时任美国政府承诺提供政府补贴,为大众的美国投资提供了经济可行 性支撑。 责任编辑:安东 可如今情况变了——现任美国政府的关税政策让大众资金压力很大。奥博穆算了一笔账:仅2025年前9 个月,关税影响就使集团利润减少约21亿欧元,旗下品牌保时捷2025年在美国 ...
经销商隔空“逼宫”,捷豹官方强势回应
汽车商业评论· 2026-01-27 23:08
Core Viewpoint - Jaguar is facing scrutiny regarding its electric vehicle strategy, with rumors suggesting a potential shift back to hybrid or gasoline engines, despite the company's commitment to an all-electric future [4][6][7]. Group 1: Electric Vehicle Strategy - Jaguar is reportedly exploring the integration of small gasoline engines into its new electric platform to create range-extended electric vehicles, which has raised concerns about its commitment to full electrification [4][8]. - The company has publicly reaffirmed its dedication to becoming a pure electric luxury brand, with plans to launch three new high-performance electric models, starting with a four-door GT model expected to begin orders in March or April at a starting price of approximately $130,000 [5][8][11]. - The first model is based on the Type 00 concept car, which has already entered road testing phases [9]. Group 2: Dealer Concerns - Some Jaguar dealers have expressed doubts about the brand's transition to electric vehicles, particularly in light of slowing electric vehicle sales in key markets [12][14]. - Jaguar's annual sales target is set at 10,000 units, which has been met with skepticism given the challenges in the luxury electric vehicle segment [15]. - Analysts have raised concerns about the feasibility of Jaguar's strategy, questioning which consumer base the brand aims to attract with its electric luxury models [15][16]. Group 3: Industry Context - The challenges faced by Jaguar are reflective of broader trends in the luxury automotive sector, where many brands are reassessing their electric vehicle strategies amid market uncertainties [18][20]. - Other luxury brands, such as Porsche and Mercedes-Benz, have also adjusted their electric vehicle timelines and strategies, indicating a shift towards a more cautious approach [21][23]. - The fluctuating policies regarding carbon emissions and the future of gasoline vehicles in Europe and the U.S. are contributing to the industry's hesitance in fully committing to electric vehicle production [24][26].
前瞻全球产业早报:粤港澳大湾区2025年经济总量预计突破15万亿元
Qian Zhan Wang· 2026-01-27 23:08
据人力资源社会保障部,我国将实施稳岗扩容提质行动,推出重点行业就业支持举措,出台应对人工智能影 响促就业文件。强化重点群体就业支持,印发高校毕业生等青年就业文件,出台统筹城乡就业体系意见,建 立常态化防止返贫致贫就业帮扶机制。 深圳南山成为我国首个万亿GDP地市辖区 我国将出台应对人工智能影响促就业文件 深圳市南山区八届人大六次会议开幕。记者从会上获悉,2025年南山区成功迈入万亿城区。南山区区长李小 宁作政府工作报告时表示,南山经济体量相比"十三五"期末的6527亿元,5年跨上了4个千亿级台阶,年均增 长率5.8%以上。南山区成为我国首个GDP过万亿元的地市辖区。南山区是粤港澳大湾区重要的科技创新和 产业制造中心,经济总量甚至超过一些欧洲国家。 乘联分会崔东树:2025年汽车行业利润4610亿元,同比增0.6% 1月27日,乘联分会秘书长崔东树发文表示,2025年,全年工业企业利润实现增长,扭转了连续三年下降态 势,其中装备制造业、高技术制造业等新动能支撑作用明显,传统产业利润结构持续优化,工业经济发展质 效不断提升。2025年1-12月汽车生产3478万台,同比增10%。2025年1-12月的汽车行业收入 ...
合资车企2025筑底:三条路径暗藏变数
Jing Ji Guan Cha Wang· 2026-01-27 09:31
2026年初,现代汽车CEO何塞·穆诺兹率先打开了合资车企的新想象空间。8个月两次访华、与北汽达成一系列新合作共识……这些积极操作让北京现代这家 曾经的百万辆级合资车企,时隔多年后再次回到行业视野中,也成为颓势合资汽车品牌绝地求变的信号。 事实上,整个合资车企阵营都处在新格局落地前夜的状态,都在等待拐点到来。截至目前,国内车企2025年销量基本发布完毕。合资品牌的生存空间在"自 主品牌份额突破65%、新能源市场份额突破50%"的市场格局下再度缩小,不过,在合资品牌大批新车整装待发、本土战略不断调整的背景下,谁能留在牌 桌上还充满变数。 变数来自多方面的不确定:一方面,虽然大部分合资品牌仍在下滑通道中,但头部品牌各有侧重的目标基本达成;其次,2026年即将迎来合资新产品浪潮, 一大批中外合作研发的新能源智能化车型将集中投放,"合资品牌能否扛得住更激烈的竞争"充满悬念。另一方面,合资品牌基本已走完转型过渡期,转型的 不同路线对应的不同成果也将在2026年开始呈现。 变化已经在发生。2025年的合资品牌不再是清一色的颓势,反而是"亮点"颇多:大众"油"升"电"降,全力保利益,且一汽-大众开始启动出口业务;上汽通 用 ...
【财经分析】德美经贸降温折射跨大西洋裂痕加深
Xin Lang Cai Jing· 2026-01-27 04:22
新华财经柏林1月27日电(记者李函林)德国经济研究所日前发布报告显示,美国总统特朗普2025年初上任以来,德美经贸关系显著承压,特别是受政策 不确定性影响,德国对美直接投资和出口同步走弱,德美经贸关系出现近年来罕见降温迹象。 分析人士指出,德国对美投资锐减、出口下滑,不仅拖累德国经济,也显示出美国经济吸引力和竞争力的下降。在"美国优先"政策影响下,德美经贸关系 裂痕正从贸易数据变化演化为产业受损、投资转移和战略互疑等深层次问题。 转自:新华社 德国电视一台1月初公布的民调结果显示,德国公众对美国的信任度在下滑,约四分之三的受访者认为"美国对德国来说不是一个值得信赖的伙伴"。 投资退潮 出口承压 从数据层面看,受政策不确定性影响,一年来德企对美投资与出口显著下滑。 德国经济研究所报告援引德国央行德意志联邦银行数据分析,2025年2月至11月,德国对美直接投资102亿欧元,明显低于上一年同期接近190亿欧元的水 平,同比降幅约45%。从2015年至2024年的中长期数据看,德企去年对美投资水平较平均值低24%以上。 德国对美出口也明显走弱。报告指出,2025年2月至10月,德国对美出口额同比下降约9%。其中,汽车 ...