"为直面挑战，达成预期的财务目标，提高盈利能力，必须聚焦产品组合，评估每个项目在销量与盈利能力上的制胜潜力。"去年年中，陶海龙曾 在一份内部信中指出。 2026年是上汽大众的产品大年，有将近7款新能源产品下线，包括2款基于CMP平台的纯电动车型、3款插电式混动车型，并将首度推出2款增程式 车型，其中最受关注的增程新车是——ID.ERA 9X。 《21汽车·一见Auto》独家获悉，ID.ERA 9X由承担中高端车型生产的上汽大众宁波工厂生产，目前正在预批量生产阶段，进展超出预期，近日上 汽大众总经理陶海龙曾亲自到厂检验产品，该车型将于今年3月上市，也在进行出口布局。 与此同时，我们独家获悉，上汽大众旗下首款大型豪华商务MPV威然（Viloran）于近日决定停止后续研发。威然是上汽大众进入豪华MPV细分市 场的代表作。不过，和兄弟品牌上汽通用的王牌之作的GL8相比，威然在MPV市场几乎泯然众人矣。 在汽车行业进入"决赛圈"的关键时刻，把钱花在刀刃上尤为重要。集中火力造爆款 近日，上汽大众首款增程车型ID.ERA 9X出现在工信部申报名单中，该车型定位大型SUV，六座设计，动力方面采用1.5T增程器，最大功率为 1 ...

资源聚焦，握掌成拳。 "为直面挑战，达成预期的财务目标，提高盈利能力，必须聚焦产品组合，评估每个项目在销量与盈利能力上的制胜潜力。"去年年中，陶海龙曾 在一份内部信中指出。 2026年是上汽大众的产品大年，有将近7款新能源产品下线，包括2款基于CMP平台的纯电动车型、3款插电式混动车型，并将首度推出2款增程式 车型，其中最受关注的增程新车是——ID.ERA9X。 "ERA是时代的意思，寓意着我们在创新的合作模式下，全新定义的一款产品。"去年年中，我们独家专访了上汽大众销售与市场执行副总经理傅 强，他告诉我们。 2026年对上汽大众而言，是转型能否成功的关键年。而ID.ERA9X就是打响合资2.0时代的第一枪。"我们希望这辆车续航里程超越同级，在无数次 营销和技术的磨合过程中，纯电续航里程被作为第一优先级。"傅强表示。在立项之初，ID.ERA9X最看重的两个方向就是增程的性能做到行业领 先以及智能化水平要赶到行业头部水平。 为了解决增程式的痛点，这款新车搭载了上汽大众"机皇双子星"之一的"净效王"EA211发动机，可以把馈电油耗的表现提升到一个新的层次，来解 决消费者在馈电情况下的使用难题。 另一款增程式5座车 ...

Core Viewpoint - The Chinese automotive market is undergoing a significant reshuffle as consumer buying behavior becomes more rational post-subsidy era, with SAIC Volkswagen maintaining its market leadership while introducing the ID. ERA 9X, a flagship model that signifies a strategic declaration for the new era of joint ventures [2][19]. Group 1: Product Launch and Technology - The ID. ERA 9X is positioned as a "German full-level flagship SUV" and represents a strategic shift for SAIC Volkswagen in the joint venture 2.0 era [2][19]. - The vehicle aims to address a common pain point in range-extended vehicles, where performance drops significantly when battery levels are low, with SAIC Volkswagen targeting a performance degradation of no more than 5% even in low battery conditions [5][24]. - The ID. ERA 9X features a specially optimized EA211 engine and advanced technologies like deep Miller cycle, ensuring consistent performance across different battery states [7][24]. Group 2: Organizational Transformation - The launch of the ID. ERA series is not just a technological breakthrough but also a reflection of profound changes in organizational processes, corporate culture, and partnerships within SAIC Volkswagen [27]. - The company is transitioning from a technology-import-focused "joint venture 1.0" model to a "joint venture 2.0" model that emphasizes deep integration and rapid response to the Chinese market [27]. - SAIC Volkswagen has implemented a Go-to-Market (GTM) mechanism and integrated product development (IPD) and marketing processes to ensure alignment between R&D, marketing, and quality teams from the project's inception [27][28]. Group 3: Brand Image and Market Strategy - The ID. ERA series aims to refresh SAIC Volkswagen's brand perception in the new energy era, focusing on three core values: progressive, reliable, and user-friendly [30][32]. - The company emphasizes continuous innovation by integrating advanced global technologies and adapting to the Chinese market's unique demands [30]. - The marketing strategy for 2026 will focus on brand reshaping, targeting younger demographics, and highlighting the vehicle's technological capabilities and safety features [32]. Group 4: Future Aspirations - The ID. ERA series symbolizes SAIC Volkswagen's ambition to enter a new era in the new energy market, showcasing a collaborative effort between Chinese and German teams [34]. - The company aims to maintain its core identity while adapting to market changes, with a commitment to delivering vehicles that embody the essence of the Volkswagen brand [34].

Core Insights - The global automotive market in 2025 is characterized as a "survival competition," with price wars in China and increasing penetration of new energy vehicles, leading to a shift from "price competition" to "value cultivation" [1] - Kia has emerged as a standout performer, achieving record global sales and revenue while maintaining positive growth in the Chinese market for two consecutive years, contrasting with many joint venture brands facing declining sales and profit pressures [1][2] Industry Trends - The automotive industry has moved away from the "big fish in a big pond" era, requiring companies to possess core capabilities to navigate through cycles successfully [2] - Kia's global sales reached approximately 3.1358 million units in 2025, a 2% increase year-on-year, marking the highest sales record since its establishment in 1944 [2] Growth Drivers - Kia's export business has been a significant growth engine, with cumulative exports of 537,000 vehicles and over 478,000 engines since November 2018, generating an export value of $5.83 billion [4] - The company's growth is built on a healthy profit structure, emphasizing product value and brand recognition, while maintaining a long-term commitment to the Chinese market [4] Channel Strategy - In a challenging environment where dealer losses are at an eight-year high, Kia has strengthened partnerships with local dealers, adding over 60 sales outlets and ensuring profitability for over 60% of its dealers [6] - Kia's inventory index stands at approximately 1.2, better than the industry average, reflecting its robust channel performance [6] Social Responsibility - Kia has maintained a commitment to social responsibility, contributing approximately 52.5 billion yuan in taxes over 24 years in China and investing over 110 million yuan in social initiatives [8] Strategic Positioning - Kia's strategy of "In China, For China" is not just a slogan but a comprehensive approach that integrates technology, products, manufacturing, and channels, marking its entry into the "Joint Venture 2.0 Era" [9] - The company has focused on diverse and personalized travel needs of Chinese consumers, launching core models like the new Sportage and EV5, which address key pain points in electric vehicle usage [9][11] Brand Development - In 2025, Kia introduced a new brand slogan "Kia, Driven by Heart," and engaged in various marketing activities to resonate with Chinese consumers [12] - The company has established a comprehensive service ecosystem, achieving high customer satisfaction ratings and reinforcing its commitment to quality service [12] Conclusion - Kia's approach provides a clear answer to the challenges faced by joint venture brands, emphasizing the importance of viewing the Chinese market as a strategic core and focusing on long-term, user-centered strategies across multiple dimensions [13]

Core Insights - The ID. ERA 9X is positioned as a flagship model for SAIC Volkswagen, marking a significant entry into the high-end new energy vehicle market, emphasizing a comprehensive approach rather than just a product launch [2][4] - The vehicle is designed to integrate global manufacturing expertise with local smart ecosystems, aiming to redefine value standards in the automotive industry [2][4] Group 1: Product Specifications - The ID. ERA 9X is a six-seat extended-range vehicle with dimensions of 5207mm in length, 1997mm in width, and 1810mm in height, making it the largest SUV in the Volkswagen Group's lineup [4] - It features a long wheelbase of 3070mm and combines German functional aesthetics with Eastern design philosophy, creating a unique visual identity [4] Group 2: Market Positioning - The entry of the ID. ERA 9X into the 400,000 RMB high-end SUV market signifies the arrival of a major player equipped with global R&D capabilities and extensive manufacturing experience [4][6] - The vehicle aims to address the evolving consumer expectations for luxury, focusing on long-term reliability, energy efficiency, safety redundancy, and resale value [6] Group 3: Technological Advancements - The ID. ERA 9X represents a transition to the 3.0 era of extended-range vehicles, featuring a large capacity battery from CATL that ensures over 400km of pure electric range, thus eliminating range anxiety for users [9][11] - The vehicle's powertrain is designed to minimize performance degradation during battery depletion, maintaining a performance drop of less than 5%, compared to competitors that may experience drops of 50%-150% [11] Group 4: Brand Strategy - The launch of the ID. ERA 9X is part of a broader strategy to reshape the Volkswagen brand in the new energy market, aiming to enhance brand recognition and reputation among consumers [12][14] - The company emphasizes a commitment to safety and user experience, with plans to incorporate advanced intelligent driving assistance systems in the ID. ERA 9X [14] Group 5: Future Outlook - The ID. ERA 9X is seen as a critical response to the challenges of the new energy transition, addressing technical pain points and redefining value logic in the automotive sector [14][15] - The overarching goal is to ensure that the ID. ERA 9X embodies the essence of a Volkswagen vehicle, maintaining a driving experience that is easy, controllable, and user-friendly [15]

Core Insights - The automotive industry in China is experiencing significant growth, with three major companies achieving the milestone of producing 30 million vehicles each, highlighting the strength of Chinese manufacturing and market vitality [1] Group 1: China Changan Automobile - Changan Automobile achieved the production of its 30 millionth vehicle in December 2025, marking a rapid growth from 20 million to 30 million in just 4.5 years [2] - The company emphasizes self-research in core technologies, having established a global R&D network and applied for over 14,000 patents in the last three years [2][3] - Changan has developed a multi-brand matrix to cater to diverse consumer needs, aiming for over 1 million sales in new energy vehicles by 2025 [3] Group 2: FAW-Volkswagen - FAW-Volkswagen has produced over 30 million vehicles since its establishment 34 years ago, generating over 5.5 trillion yuan in revenue and creating over 500,000 jobs [6] - The company is transitioning to a "Joint Venture 2.0 Era," focusing on independent R&D and local supply chain management, with 155 innovation projects initiated in 2025 [7][9] - FAW-Volkswagen is collaborating with Huawei on advanced driver assistance systems, showcasing its shift from technology importation to independent development [8] Group 3: NIO - NIO has positioned itself in the high-end electric vehicle market, achieving significant delivery milestones for its ES8 model, with over 40,000 units delivered within 100 days of launch [10][11] - The company has invested nearly 70 billion yuan in R&D, developing a comprehensive technology stack and applying for over 9,900 patents [11][12] - NIO has innovated in business models, introducing battery swapping and a full lifecycle service concept, enhancing customer engagement and operational efficiency [12][13]

Core Insights - The 23rd Guangzhou International Auto Show showcased new products and technologies, reflecting the vitality and transformation of the Chinese automotive industry as it approaches the end of the 14th Five-Year Plan [1] - SAIC Volkswagen is entering a "2.0 era" for joint ventures through comprehensive innovation across products, systems, and the supply chain [1] Product Strategy - SAIC Volkswagen plans a significant product year ahead, introducing the new ID.ERA series, which includes pure electric, hybrid, and range-extended vehicles, with the flagship "9 series" SUV setting a new market standard [2] - The "Oil-Electric Intelligence" strategy has been deepened, enhancing smart driving features across various models, ensuring that both electric and fuel vehicle users can enjoy advanced technology [2] System Innovation - The brand renewal is encapsulated in the values of "progressive, reliable, and caring," focusing on cutting-edge technology, strengthening traditional advantages, and enhancing customer service [3] - The company emphasizes a healthy ecosystem for dealers, advocating for a cooperative relationship where dealers can profit, avoiding strategies that lead to initial losses for them [3] Industry Collaboration - The automotive industry is characterized by a long supply chain, where core competitiveness lies in understanding and integrating core technologies rather than complete self-reliance [4] - SAIC Volkswagen aims to act as an "industry coordinator," fostering open collaboration with top global partners to promote high-quality development in the Chinese automotive sector [4] - Recent regulatory changes and a shift towards rationality in the industry are seen as positive signs for the future health and sustainability of the automotive market [4]

Core Insights - Buick's high-end new energy sub-brand "Zhijing" was unveiled at the 28th Chengdu International Auto Show, showcasing three concept cars: a sedan, an SUV, and an MPV, all based on the "Xiaoyao" super fusion vehicle architecture, indicating Buick's strong reserves and forward-looking layout in the new energy sector [1][3][5] Group 1: Product Launch and Features - Buick plans to launch five new energy models based on the "Xiaoyao" architecture within the next eight months, including the upcoming Buick Zhijing L7 intelligent luxury sedan [1][8] - The "Xiaoyao" architecture features an advanced driver assistance system named "Xiaoyao Zhixing," developed in collaboration with leading smart driving company Momenta, aiming to provide a top-tier intelligent travel experience [1][16] - The Zhijing L7 will redefine luxury sedan standards in the new energy era, featuring the "Zhenlong" range extender technology and advanced driving assistance capabilities, including "no-stop" parking [8][21] Group 2: Technological Advancements - The "Xiaoyao" architecture is the first fully local development by a joint venture in China, designed for the electric and intelligent era, showcasing Buick's commitment to technological innovation [9][14] - The architecture integrates advanced technologies across various domains, including power, chassis, driver assistance, and intelligent cockpit, providing a versatile platform for product expansion [11][20] - The "Zhenlong" range extender system addresses current industry pain points, offering superior performance and safety features [13][14] Group 3: Strategic Vision - Buick's unveiling of the "Zhijing" brand and "Xiaoyao" architecture marks a strategic shift from market following to technology leadership in the electric and intelligent vehicle sector [20] - The company aims to focus on the high-end new energy market, enhancing its core competitiveness in the new energy era and leading the joint venture 2.0 era [20]

Core Insights - The Chinese automotive market in 2025 presents both challenges and opportunities, with SAIC Volkswagen achieving impressive sales figures, selling 605,000 vehicles from January to July, a year-on-year increase of 1.1% [1] Sales Performance - In July, SAIC Volkswagen's key models performed well, with the Passat family selling 17,000 units, the Lavida family 23,000 units, the Tiguan family over 16,000 units, and the Tayron family 12,000 units, marking a year-on-year doubling [3][5] - The Passat Pro received high safety ratings in the C-IASI 2024 assessment, showcasing its quality [3] - The Tiguan L ranked first in the one-year resale value among joint venture mid-size SUVs priced between 200,000 to 250,000 yuan [3] New Energy Initiatives - SAIC Volkswagen is actively innovating in the new energy sector, with the ID.3GTX kit attracting users seeking personalization [5] - The company plans to launch over 20 new models by 2030, with 10 models expected by the end of 2026 [9] Product Strategy - The launch of the new Lingdu L, positioned as a stylish German A+ class coupe, reflects the company's commitment to appealing to younger consumers [7] - The new Audi A5L Sportback combines Audi's strengths in control, aesthetics, and quality with the demand for smart technology in the Chinese market [9] Strategic Developments - SAIC Volkswagen is entering the "Joint Venture 2.0" era, enhancing product lines and technology routes through deep integration of German quality and Chinese innovation [10][12] - The company aims to improve its market share in fuel vehicles from 8.49% last year to 8.59% in the first half of this year [12] - The focus on "oil-electric synergy" will lead to a comprehensive rollout of various vehicle types, including fuel, pure electric, range-extended, and plug-in hybrid models [12]

Core Viewpoint - SAIC-GM is transitioning into a full-scale offensive in the new energy vehicle market, with the launch of its first model under the Buick sub-brand "Zhijing" aimed at redefining luxury standards in the 300,000 RMB segment [1][2]. Group 1: Company Strategy and Performance - SAIC-GM has achieved a year-on-year sales increase of 8.64% in the first half of 2023, with a total wholesale volume of 245,000 vehicles [3][4]. - The Buick GL8 family has become the best-selling MPV in the first half of 2023, with sales nearing 60,000 units, reflecting a 37.4% year-on-year growth [3]. - The company has maintained profitability for three consecutive quarters since Q4 2024, with Buick's average transaction price increasing by 50,000 RMB to 210,000 RMB [4]. Group 2: Market Challenges and Responses - SAIC-GM faced significant challenges in 2023-2024, including high inventory levels and declining market share due to changing consumer trends [4][5]. - The company has implemented a "big product strategy" to streamline its offerings and reduce redundant production capacity by 15% [6]. - A shift to a "one-price" sales policy has improved efficiency and reduced inventory levels, with a target of cutting over 200,000 units of inventory in 2024 [7]. Group 3: Technological Advancements - The upcoming Buick Zhijing L7 model will be the first globally to feature the Momenta R6 flying wheel model and a smart cockpit controller based on Qualcomm's SA8775P chip [9]. - The L7 will utilize a self-developed range-extending system, with a motor output of 252 kW and a dedicated 1.5T hybrid engine producing 115 kW and 230 Nm of torque [9]. - The company has established a fully local R&D team, allowing for 100% autonomy in product definition and development [7][8]. Group 4: Future Outlook - SAIC-GM plans to launch over 10 new energy products by 2026, aiming for a penetration rate of over 60% in new energy vehicles by 2027 [11]. - The company will continue to innovate in both electric and fuel vehicle segments, with a commitment to profitability and sustainable business practices [11][12].