新华社德国慕尼黑9月15日电 奥迪全球首席执行官格诺特·德尔纳（中文名高德诺）日前接受新华社记者 采访时表示，奥迪在电动化、智能化领域的战略布局将进一步依托中国市场的发展优势。他认为，与优 秀的中国供应商合作，不仅有助于整合全球领先技术，也能精准满足中国市场的独特需求。 在奥迪看来，当前全球经济变化和国际竞争加剧给整个汽车行业带来重大挑战。德尔纳指出，企业依托 自身优势通过推出众多新车型来优化产品组合，并强化在中国和北美等核心市场的战略布局。 德尔纳介绍，奥迪正在经历大规模转型，而在这一过程中，中国市场不仅是关键驱动力，其实践经验也 成为全球市场的榜样。 近年来，德尔纳多次到访中国。谈及中国市场特点，他认为："勇于开拓的精神是中国市场的共同特 质。高速发展的市场环境和创新精神在中国体现得尤为明显，我们非常高兴能成为这一充满活力市场发 展的参与者。" 德尔纳说，奥迪与上汽集团、华为等合作伙伴在研发和智能化领域不断深化合作。中国合作伙伴在执行 速度和技术落地方面堪称典范，不仅推动了奥迪在中国的创新实践，也为其全球研发体系和供应链提供 了宝贵经验。 德尔纳强调，奥迪与中国一汽、上汽集团保持着长期紧密合作，还与多家中 ...

Group 1: Event Overview - The 2025 Munich Motor Show (IAA Mobility) commenced on September 8, 2025, with a public opening from September 9 to 14, focusing on mobility, sustainability, and technological innovation [2] - Major German automakers such as Volkswagen Group, BMW, and Mercedes-Benz showcased their latest models, alongside international companies like Opel, Hyundai, and Lucid [2][3] - The number of Chinese exhibitors increased significantly, with 116 companies participating, up from 70 in 2023, making them the largest group after German firms [2] Group 2: Electric Vehicle Highlights - BMW unveiled the new generation iX3, featuring advanced technologies and set for large-scale sales in Europe starting March 2026 [3] - Mercedes-Benz launched the all-new electric GLC, boasting significant design changes and a maximum WLTP range of 713 kilometers [3] - Volkswagen introduced the ID.Polo, an electric successor to the classic Polo, expected to debut in May 2026 [4] Group 3: International Participation - Hyundai presented the IONIQ 3 concept car, with the production version anticipated in Q3 2026 [5] - Lucid showcased the new electric SUV Gravity, which is available for pre-order in Europe and expected to deliver in early 2026 [5] - Stellantis expressed concerns over European emissions regulations, warning that the targets for 2030 and 2035 may not be achievable without policy support [5][6] Group 4: Chinese Automakers' Expansion - Chinese brands like BYD, Xpeng, and Leap Motor showcased multiple new models, indicating strong ambitions in the European market [7][8] - BYD announced plans to open over 1,000 stores in Europe by the end of 2023 and aims to launch 3-4 new plug-in hybrid models in the next six months [8] - Changan presented its global strategic models S05 and S07, with the S05 officially launching in Europe [9] Group 5: Component Suppliers and Technology - A large contingent of Chinese component suppliers participated, including battery manufacturers like CATL and technology firms focusing on autonomous driving [11][12] - Companies like Momenta and Horizon showcased their latest advancements in autonomous driving technology, with Momenta announcing partnerships with over 20 global automakers [12] - The trend of "ecological export" was highlighted, with Chinese firms moving from single vehicle exports to comprehensive ecosystem solutions [11][14] Group 6: Competitive Dynamics - The competition between Chinese and European automakers is intensifying, with Chinese brands capturing 9.9% of the European electric vehicle market as of July 2023 [14] - Executives from BMW and Mercedes-Benz acknowledged the fierce competition in the Chinese market and emphasized the importance of collaboration with local partners [15][16] - The evolving "co-opetition" model is reshaping the global automotive landscape, driving technological advancements and market sharing [17][18]

新华社德国慕尼黑9月15日电 专访｜中国市场与供应链助力奥迪电动化转型——访奥迪全球首席 执行官格诺特·德尔纳 新华社记者李函林 邰思聪 奥迪全球首席执行官格诺特·德尔纳（中文名高德诺）日前接受新华社记者采访时表示，奥迪在电 动化、智能化领域的战略布局将进一步依托中国市场的发展优势。他认为，与优秀的中国供应商合作， 不仅有助于整合全球领先技术，也能精准满足中国市场的独特需求。 在奥迪看来，当前全球经济变化和国际竞争加剧给整个汽车行业带来重大挑战。德尔纳指出，企业 依托自身优势通过推出众多新车型来优化产品组合，并强化在中国和北美等核心市场的战略布局。 【纠错】 【责任编辑:焦鹏】 近年来，德尔纳多次到访中国。谈及中国市场特点，他认为："勇于开拓的精神是中国市场的共同 特质。高速发展的市场环境和创新精神在中国体现得尤为明显，我们非常高兴能成为这一充满活力市场 发展的参与者。" 德尔纳说，奥迪与上汽集团、华为等合作伙伴在研发和智能化领域不断深化合作。中国合作伙伴在 执行速度和技术落地方面堪称典范，不仅推动了奥迪在中国的创新实践，也为其全球研发体系和供应链 提供了宝贵经验。 德尔纳强调，奥迪与中国一汽、上汽集团保持着 ...

Core Viewpoint - Dongfeng Honda is undergoing a leadership change aimed at optimizing its management system and enhancing strategic implementation, as part of a normal personnel rotation within Dongfeng Motor Corporation [1][3]. Group 1: Leadership Changes - Cao Dongjie, former CEO of Dongfeng Warriors Technology, has been appointed as a director and recommended as the executive vice president of Dongfeng Honda [1]. - Pan Jianxin, previously a director and executive vice president, has been reassigned as the party secretary and candidate for the labor union chairman of Dongfeng Honda [1]. - Wang Binbin has been appointed as a senior executive but will no longer serve as the party secretary or labor union chairman [1]. Group 2: Strategic Focus - Dongfeng Honda aims to leverage the resources and policy advantages of both shareholders to drive the development of the joint venture [3]. - The company is accelerating its transition to electric vehicles, having launched pure electric models e:NS1 and e:NS2, as well as a plug-in hybrid model [2]. - The leadership emphasizes the need to focus on product and marketing transformation to meet customer demands in the Chinese market [3]. Group 3: Industry Context - The domestic passenger car market is rapidly evolving, with significant growth in the new energy vehicle sector, compelling traditional fuel vehicle companies to accelerate their transition to electric vehicles [2]. - Dongfeng Honda's previous leadership under Pan Jianxin played a crucial role in product layout, digital transformation, and stabilizing the company's operational foundation amid a competitive market environment [2].

Core Viewpoint - Volkswagen's electric version of the Golf (ID.Golf) is facing a potential delay of up to 9 months due to budget constraints and production challenges at its Wolfsburg plant [1][3]. Group 1: Production Challenges - The transformation plan for the Wolfsburg plant, aimed at producing the next generation of electric vehicles, has stalled due to budget limitations [3]. - The planned relocation of the production of the conventional Golf to Mexico has also been delayed, impacting the launch timeline of the electric T-Roc [3]. - The Wolfsburg plant is experiencing frequent technical and equipment failures, leading to production line stoppages and increasing dissatisfaction among workers [6]. Group 2: Financial Implications - Volkswagen's restructuring agreement aims to save approximately €4 billion (around 33.49 billion RMB) annually by moving Golf production to Mexico and increasing electric vehicle production at the Wolfsburg plant [3]. - A budget plan for 2026-2030 is being drafted, which includes a total estimated budget of €160 billion (approximately 1.3 trillion RMB), with a portion potentially allocated to address technical issues at the Wolfsburg plant [6]. Group 3: Market Position and Strategy - Volkswagen is focusing on maintaining its MEB platform for electric vehicles, with new models like the ID.Polo and ID.CROSS being showcased at the Munich Auto Show [4][6]. - The starting price for these new models is set at €25,000 (approximately 209,000 RMB), indicating a strategy to reduce costs while leveraging existing technology platforms [6]. - The company faces significant competition in the European market, particularly from Chinese automakers and those closely tied to the Chinese electric vehicle supply chain [4].

Core Insights - The 2025 Munich Motor Show (IAA Mobility) focuses on mobility, sustainability, and technological innovation, featuring major German automakers and a significant presence from Chinese companies [2][3]. Group 1: Event Overview - The event runs from September 8 to 14, 2025, with a theme of "It's all about mobility" [2]. - Major German automakers like Volkswagen, BMW, and Mercedes-Benz showcase new electric vehicles, while foreign companies such as Opel, Hyundai, and Lucid also participate [3][4]. - Chinese exhibitors have increased significantly, with 116 companies registered, up from 70 in 2023, making them the second-largest group after German firms [2]. Group 2: Electric Vehicle Highlights - BMW unveils the new generation iX3, set for large-scale sales in Europe starting March 2026, featuring advanced technologies [3][4]. - Mercedes-Benz launches the all-new electric GLC, boasting a range of up to 713 kilometers under WLTP conditions [3]. - Volkswagen introduces the ID.Polo, an electric successor to the classic Polo, expected to debut in May 2026 [4]. Group 3: Chinese Automakers' Expansion - Chinese brands like BYD, Xpeng, and Leap Motor showcase multiple new models, indicating strong ambitions in the European market [7][8]. - BYD announces plans to open over 1,000 stores in Europe by the end of 2023 and aims to launch several hybrid models in the next six months [8]. - Xpeng reveals its first European R&D center and emphasizes its focus on AI and robotics in automotive technology [7]. Group 4: Industry Challenges and Responses - European automakers express concerns over EU emissions regulations, with Stellantis warning that current targets may lead to a 30% market shrinkage [4][5]. - Executives from Mercedes-Benz and BMW criticize the EU's plans to phase out combustion engines by 2035, advocating for a more comprehensive emissions accounting system [5]. Group 5: Technological Innovations - Chinese component manufacturers, including CATL and Horizon Robotics, showcase advancements in battery technology and autonomous driving systems [10][11]. - Companies like Momenta and Horizon present their latest autonomous driving solutions, with Momenta announcing partnerships with over 20 global automakers [11][12]. Group 6: Competitive Landscape - The competition between Chinese and European automakers intensifies, with Chinese brands capturing 9.9% of the European electric vehicle market as of July 2023 [13]. - Collaborative efforts between companies, such as Xpeng and Volkswagen, highlight a trend of "co-opetition" in the industry, fostering innovation and market growth [15][16].

Group 1 - Bick Battery has launched the PRO-MAX 46137 battery, defining a new standard for electric two-wheeled vehicles with safety, economy, and high performance [3][5] - The PRO-MAX 46137 battery features a high energy density of 190Wh/kg and a volume energy density of 490Wh/L, with a single cell capacity of 30Ah, setting a new benchmark for two-wheeled vehicle batteries [5] - The battery's design includes a steel shell structure and controlled pressure relief, significantly enhancing safety and performance stability [5][6] Group 2 - CATL has introduced the NP3.0 technology platform, which includes innovations in chemical systems, structure, system design, and control strategies, enhancing battery safety and performance [7] - The Shining Pro battery, equipped with NP3.0 technology, offers a lifespan of 12 years or 1 million cycles, with a maximum range of 758 kilometers [8] - The Shining Pro battery can achieve a rapid charge of 478 kilometers in just 10 minutes, addressing the needs of cold climates [8] Group 3 - Chuangneng New Energy has signed an investment agreement for an 80GWh lithium battery production project in Yichang, with a planned area of approximately 1730 acres [9][10] - The first phase of the project has already been completed and is operational, with a capacity of 65GWh [11][12] Group 4 - A joint venture between Hyundai Motor Group and LG Energy Solutions is under investigation by U.S. authorities, leading to the detention of 475 workers at their $4.3 billion battery manufacturing site [13] - The project is currently halted, and production timelines may be delayed until mid-next year [13] Group 5 - CATL's new factory in Hungary is expected to begin production by early next year, with an annual capacity of 100GWh, aiming to meet the demand from major automakers [14][15] - The factory will employ 9,000 workers and will be the largest battery production facility in Europe upon completion [15] Group 6 - Three lithium battery projects have been signed in Huzhou, with a total investment of nearly 700 million yuan, focusing on battery components and systems [16] - The projects aim to produce millions of battery components annually, significantly contributing to the local economy [16] Group 7 - Ganfeng Lithium has established multiple new companies in Shenzhen, indicating a strategic expansion in the lithium battery sector [21] - The new companies are focused on various aspects of lithium battery production and technology development [21] Group 8 - The recovery of the Jiangxi Jinxia lithium mine by CATL is progressing faster than expected, with mining rights applications moving smoothly [23][24] - The mine is significant for its large capacity and is crucial for CATL's supply chain [24] Group 9 - LeydenJar, a Dutch silicon anode company, has secured €13 million in funding to support the production of its breakthrough technology [25] - The funding will help complete the construction of its PlantOne facility, set to begin operations in 2027 [25] Group 10 - A new project for recycling retired lithium batteries has been approved in Shaanxi, with an annual processing capacity of 21,000 units [40] - The project aims to enhance the recycling and reuse of lithium battery materials, contributing to sustainability efforts [40]

Core Viewpoint - The launch of the Lynk & Co 10 EM-P marks a significant advancement for the brand, transitioning into a comprehensive intelligent 2.0 era, reflecting on its technological and performance evolution over the past nine years [1][5]. Pricing and Product Details - The Lynk & Co 10 EM-P was officially launched on September 8, with four variants priced between 173,800 to 211,800 yuan. A limited-time discount brings the price down to 163,800 to 201,800 yuan for orders placed by October 31 [3][5]. Technological Advancements - As Lynk & Co's first mid-to-large plug-in hybrid sedan, the 10 EM-P features original design elements, standard intelligent electric four-wheel drive, and laser radar. It is equipped with the NVIDIA Thor driving assistance chip, supporting the advanced H7 driving assistance solution [5][8]. - The vehicle's intelligent cockpit is powered by the LYNK Flyme Auto 2 system, enhanced by the Qualcomm Snapdragon 8295 chip and Flyme AI model, significantly improving human-vehicle interaction and emotional engagement [10]. Strategic Reflections - The launch reflects Lynk & Co's introspection on its electric transformation, acknowledging past shortcomings in understanding user needs for smart technology and battery systems. The brand aims to enhance its product evolution capabilities in the 2.0 era [7][10]. - The company emphasizes a consumer-oriented approach, balancing responsiveness to user demands with innovative design and quality to maintain brand positioning [12]. Design Philosophy - Lynk & Co highlights its commitment to original design as a core value, incorporating signature design elements into the 10 EM-P, with a color palette inspired by "morning light" featuring six distinct colors [14]. Market Positioning and Challenges - Despite the advancements, Lynk & Co faces intensified competition in the electric vehicle market, with new entrants striving for profitability. The brand's differentiation strategy involves broadening its energy forms and product matrix while maintaining its brand identity [15]. - The performance and handling characteristics remain central to Lynk & Co's identity, particularly in the sedan segment, necessitating a balance between sportiness and comfort in the 10 EM-P [17][19].

Core Viewpoint - Volkswagen is facing significant challenges in the U.S. electric vehicle market, particularly with the ID.4 model, which has seen a drastic decline in sales due to the withdrawal of federal subsidies and increased competition [6][7][13]. Group 1: Sales and Market Performance - The ID.4's sales in the U.S. plummeted from 38,000 units in 2023 to 17,000 units in 2024, with a further decline of 19% year-on-year in the first half of 2025 and a staggering 65% drop in Q2 2025, resulting in fewer than 2,000 units sold in that quarter [6][7]. - The loss of the $7,500 tax credit in January 2025 was a critical turning point for ID.4's sales, which had previously ranked third in U.S. electric vehicle sales [7][8]. - Volkswagen's strategy to lower the monthly lease price of the ID.4 to $129 has not been sufficient to reverse the sales decline [7]. Group 2: Financial Performance - Volkswagen's financial results for the first half of 2025 showed a slight decrease in sales revenue to €158.4 billion, while operating profit fell by 32.8% to €6.7 billion, and net profit dropped by 38% to €4.477 billion [11]. - The decline in profits is attributed to increased import tariffs in the U.S. resulting in a €1.3 billion loss and restructuring provisions in the Audi, Volkswagen passenger car, and Cariad software divisions totaling €700 million [11]. Group 3: Challenges in Electric Vehicle Transition - Volkswagen's electric vehicle transition has been hampered by software issues, which have been identified as a core shortcoming compared to competitors [15][17]. - Despite early investments in electric vehicle development, Volkswagen has struggled with software problems that have affected user experience and market competitiveness [17]. - The company has faced recalls due to software vulnerabilities, highlighting ongoing challenges in its electric vehicle offerings [17]. Group 4: Market Strategy in China - Volkswagen's sales in China showed a slight decline of 2.3% in the first half of 2025, with a projected 10% drop in 2024 sales [21]. - The company is navigating a competitive landscape in China, characterized by aggressive pricing strategies among over 130 brands, with predictions that over 90% of car manufacturers will not be profitable [21][23]. - Volkswagen is pursuing a dual strategy of maintaining its fuel vehicle lineup while investing heavily in electric vehicles, including partnerships with local companies to accelerate development [23]. Group 5: Future Outlook - The electric vehicle market in China is expected to see a significant increase in penetration rates, with forecasts suggesting it could reach 74% by 2030 [21]. - Volkswagen's upcoming launch of 30 new electric models between 2026 and 2027 is seen as a critical test for the company's ability to adapt and thrive in the evolving automotive landscape [24][25].

Group 1 - The core issue for Volkswagen is the significant decline in sales of the ID.4 electric vehicle in the U.S. market, leading to production cuts and employee layoffs [1][2][3] - The ID.4's sales dropped from 38,000 units in 2023 to an expected 17,000 units in 2024, with a staggering 65% decline in the second quarter of 2025 [3][5] - The reduction in federal subsidies, particularly the loss of the $7,500 tax credit, has severely impacted the ID.4's market performance [4][5] Group 2 - Volkswagen's financial performance has deteriorated, with a 32.8% drop in operating profit to €6.7 billion and a 38% decrease in net profit to €4.477 billion in the first half of 2025 [10] - Despite a 46.7% increase in global electric vehicle deliveries to 465,500 units, the overall profitability of the company has been negatively affected by high import tariffs and restructuring costs [11] - The company is facing challenges in its electric vehicle transition, particularly due to software issues that have hindered user experience and market competitiveness [12][14] Group 3 - Volkswagen's sales in China have also declined, with a 2.3% drop in deliveries to 1.31 million units in the first half of 2025, leading to a lowered annual sales forecast [16][17] - The company is navigating a competitive landscape in China, characterized by aggressive pricing strategies among over 130 brands, with predictions that over 90% of car manufacturers will not be profitable in 2024 [17][18] - Volkswagen is pursuing a dual strategy of maintaining its fuel vehicle lineup while investing heavily in electric vehicles, including partnerships with local companies to accelerate development [18][19]