2025年10月30日，一汽-大众第3000万辆整车——一汽奥迪A5L在吉林长春亮相。新华社记者 许畅 摄 一汽-大众第3000万辆整车下线，从1个品牌1款车型，发展到目前30余款燃油车和新能源车型，吉 林支柱产业韧劲足。 吉林化纤研发的T800高性能碳纤维实现稳定生产，"黑金"编织新材料未来，吉林老国企奋力拓新 局。 长春祥祉圆养老院内，老人们祥和生活。建设养老机构，为独居、空巢老人送去关爱……吉林民生 保障下大力气。 吉林干部群众牢记殷殷嘱托，以"闯"的勇气、"创"的智慧、"干"的劲头，破解发展难题、激活振兴 动能，努力推动把资源禀赋转化为高质量发展优势的"关键一跃"，发展的成绩单愈发厚重、亮丽。 岁末年初，纵览吉林白山松水，信心更加汇聚、底气更加充足、勇气更加坚定。 2025年2月2日，工人在吉林化纤集团国兴碳纤维有限公司碳化二车间作业。新华社记者 许畅 摄 ——新兴产业"劲"。吉林战略性新兴产业和高技术制造业增速大幅领先于工业。2025年前三季度， 电子制造业增加值同比增长15％，遥感卫星、生物医药、新能源消纳……一批高技术企业集群跃进。 ——大国粮仓"稳"。2025年全省粮食总产量达871.6亿斤， ...

2025年，一汽-大众凭借精准市场洞察与卓越运营，稳固燃油车基本盘的同时实现份额逆势提升。大众品牌燃油车市场 份额同比增长0.6个百分点，稳居国内燃油车市场第一阵营，速腾家族、迈腾家族、探岳家族等明星车型表现亮眼，其 中速腾家族以25.2万辆位居A+级轿车市场头部地位，探岳家族以18.7万辆领跑中型燃油SUV市场。 奥迪品牌构筑"全域豪华"商品矩阵，燃油份额强势上扬，时隔六年重回豪华车市场第一。其中，一汽奥迪A6L以17.2万 辆销量蝉联豪华C级轿车市场冠军，一汽奥迪Q5L以14万辆销量稳居豪华B级SUV燃油车市场第一。作为奥迪全新PPC 豪华燃油智能平台首款车型，一汽奥迪A5L通过与华为等科技企业协同，以"德系标准"守护品质，用"中国智慧"迭代体 验，打造油电同智的"中国引擎"。 面对市场显著分化，一汽-大众燃油车市场份额逆势同比增长0.9个百分点，创历史新高，三大品牌燃油车市场份额均实 现正增长。其中，奥迪品牌燃油车市场份额时隔六年后重回豪华车市场第一。2025年，一汽-大众还迎来第3000万辆整 车下线，这一里程碑不仅记录了企业的发展，更成为中国汽车工业改革开放的生动缩影。一汽-大众牢记中央企业职责 使 ...

2025年的国内汽车市场，上市热潮贯穿全年，年末更迎来多款重磅车型集中登场。从自主新能源品牌的新品迭代，到合资、豪华品牌的焕新升级，涵盖轿 车、SUV等多个细分品类的新车密集投放市场，为消费者带来丰富选择。 轿车 仰望U7：硬核技术集大成者 仰望U7是仰望汽车旗下四电旗舰轿车，在易四方的加持下，拥有超过1300匹的马力及2.9秒零百加速能力，具备全地形原地掉头、高速爆胎稳行、平行横移 泊车等能力。 该车搭载智能悬浮车身控制系统——云辇-Z，采用悬浮电机直驱技术，可直接将电能转化为强劲的动能输出，实现车身垂向控制智电直驱。智驾方面，搭载 天神之眼A三激光雷达方案，全车配备32个智驾传感器，采用双Orin X芯片，算力高达508TOPS。 作为奥迪全新PPC豪华燃油智能平台首款车型，一汽奥迪A5L通过"形式追随功能"的全新设计理念、第五代EA888发动机动力升级、E³ 1.2电子电气架构等技 术，实现颜值、驾控、安全、豪华、智能五个方面的提升。 东风日产N7：舒享出行智能座驾 东风日产N7是该品牌天演架构下首款新能源战略车型，定位为超舒适中高级纯电轿车。该车拥有舒适的乘坐体验，配备AI零压云毯座椅，还搭载通风/按 ...

Core Insights - The Chinese automotive industry is undergoing a significant transformation, moving from a "market for technology" model to a "brand for survival" approach as foreign joint venture brands face declining market shares and increased competition from local manufacturers [2][20] - The year 2025 is characterized as a turning point for joint venture brands, which are now prioritizing survival over growth by leveraging their brand equity to maintain market presence [3][20] Market Performance - In 2025, the overall market for joint venture brands in China has seen a decline, with monthly retail shares for German brands dropping from 18.4% at the beginning of the year to around 14% by year-end, and Japanese brands hovering between 11% and 13% [6][20] - The market share of joint venture brands fell from nearly 28% at the start of the year to about 22% by the end, indicating a broader trend of decline across the sector [6][20] Pricing Strategies - Joint venture brands have adopted a "one-price" model to combat declining sales, which involves sacrificing brand premiums for market share, leading to significant price reductions across various models [10][12] - The average prices of several key brands have decreased significantly, with Volkswagen's average price dropping by 15.37% and Honda's by 18.54% [11] Localization Efforts - There is a notable shift towards localization in management and product development, with foreign brands increasingly empowering local teams to make decisions that cater to the Chinese market [17][20] - The transition to local management is evident, with several key appointments of Chinese executives in leadership roles across major automotive brands [18][19] Technological Adaptation - Joint venture brands are increasingly adopting local technologies and solutions, such as Huawei's smart solutions, to meet the demands of Chinese consumers for advanced features in electric vehicles [14][15] - The focus has shifted from traditional automotive engineering to integrating smart technology and user-friendly interfaces, reflecting changing consumer priorities [14][15] Long-term Implications - The current strategies employed by joint venture brands are seen as a survival tactic rather than a sustainable growth strategy, raising questions about their long-term competitiveness in the evolving market [13][20] - The shift in valuation from brand equity to survival costs indicates a fundamental change in how these brands will operate in the future, as they must adapt to new consumer expectations and market dynamics [20]

Core Insights - By the end of 2025, China's automotive market has transitioned from a fragmented exploration phase to a systematic breakthrough in smart electric transformation, with a nearly 60% penetration rate of new energy vehicles [1] - Joint ventures and luxury brands have recognized the need to abandon their previous technological arrogance and adapt to the Chinese market, demonstrating resilience in their strategies [1][3] Group 1: Industry Transformation - The most significant change in 2025 is the deep integration between joint ventures and luxury brands with Chinese tech companies, moving from simple supply relationships to comprehensive collaboration in R&D [3] - Brands like Audi and Toyota are now incorporating advanced Chinese technologies into their vehicles, indicating a shift in strategy where smart features are seen as essential rather than optional [3][4] Group 2: Market Strategy - Joint ventures are adopting a dual strategy of maintaining fuel vehicles while simultaneously developing new energy vehicles, with fuel vehicles still holding about 50% market share [4][6] - SAIC Volkswagen's "oil-electric dual progress" strategy exemplifies this approach, allowing them to leverage stable cash flow from fuel vehicles to support new energy development [6][7] Group 3: Luxury Brand Adaptation - Luxury brands are diversifying their product offerings to include pure electric, hybrid, and range-extended vehicles, moving away from a singular focus on electric models [8][9] - BMW, Mercedes-Benz, and Audi are all implementing strategies that combine their luxury heritage with advanced Chinese technology to enhance their competitive edge [9][10] Group 4: Competitive Dynamics - The automotive industry is shifting from a zero-sum game of disruption to a new phase of adaptation and coexistence, where the ability to adjust to market demands is becoming the primary competitive advantage [14][16] - The collaboration with Chinese tech firms is seen as a way to quickly fill technological gaps and enhance product offerings, while also maintaining a foothold in the fuel vehicle market [16][17]

当然，车展展馆内喧嚣渐悄，是笔者亲历展会的最直观的感受。曾经人潮涌动的小米汽车展台，本届广州车展已无需排队，略显寂寥。然而，声量回 落并非负面信号，反而标志着"流量至上"的营销逻辑正被时代所抛弃，所谓的"掌门人IP化"也在回归以往从用户需求出发、聚焦产品本身的务实营销路 径。这些变化表面看来是营销策略的调整，实则反映出行业对市场竞争理性认知与回应——在产品同质化日益明显的背景下，构建用户认同感远比追逐短 期热度更为重要。 在技术演进层面，"智驾平权"无疑是今年车展最引人瞩目的主线之一。自年初比亚迪喊出这一口号后，无论自主品牌还是合资车企，新势力抑或传统 厂商，纷纷在组合驾驶辅助领域加足马力。以城市NOA为代表的高阶组合驾驶辅助功能正快速普及，并随着成本下降持续向更低价位和更细分市场渗 透。至年底的广州车展，原先属于中高端车型配置的城市NOA等组合驾驶辅助功能，已进一步下放至15万元级别车型。例如，在广州车展前夕上市的深 蓝L06，全系标配激光雷达，搭载深蓝与地平线共同研发的全域一段式端到端辅助驾驶系统DEEPAL AD MAX，支持高速NOA、城市NOA等功能，而其售 价区间仅为13.49万~15.69万元。 ...

Core Insights - FAW-Volkswagen has officially rolled out its 30 millionth vehicle, the Audi A5L, marking a significant milestone in the company's history and the deepening of Sino-German automotive cooperation [2][3] Group 1: Company Milestone - The 30 millionth vehicle, an Audi A5L, was unveiled on October 30 in Changchun, Jilin [2][5] - FAW-Volkswagen's growth trajectory is closely linked to the rise of China's automotive industry, highlighting the importance of open cooperation for industrial progress [2] - The achievement underscores the vitality of foreign openness and the unique advantages of China's large-scale market [2] Group 2: Industry Impact - The chairman of FAW Group emphasized that this milestone injects new momentum into the deepening of China-Europe economic cooperation and the high-quality development of the global and Chinese automotive industry [2] - The chairman and CEO of Volkswagen Group China stated that this moment is significant and reflects the company's commitment to enhancing travel experiences in the Chinese market [2]

Core Insights - FAW-Volkswagen has achieved a significant milestone by producing its 30 millionth vehicle, the Audi A5L, becoming the first passenger car manufacturer in China to reach this achievement [2] - The growth of FAW-Volkswagen is closely linked to the rise of the Chinese automotive industry, highlighting the importance of open cooperation for industrial progress [2][3] - The company plans to explore new localized operations for the Jetta brand and aims to launch four new energy products, targeting an annual production and sales scale of 400,000 to 500,000 units in the next five years [5] Company Developments - FAW-Volkswagen was established in 1991 as a large-scale passenger car manufacturing enterprise, currently offering three major brands: Volkswagen, Audi, and Jetta, with over 30 models [2] - In March, a new agreement was signed between China FAW and Volkswagen Group to introduce 11 new models tailored for the Chinese market starting in 2026, with 10 of them being new energy vehicles [3] Industry Trends - There is a growing interest from foreign enterprises in the Chinese new energy vehicle market, leading to increased investments through project layouts, enhanced R&D, and deepened cooperation [3] - The Chinese government has reported that during the 14th Five-Year Plan period, actual foreign investment reached over $720 billion, with more than 240,000 new foreign enterprises established, indicating a stable position as a major investment destination [4] - High-tech industries account for over one-third of foreign investment, with significant projects in automotive, healthcare, and electronic information sectors being established in China [4]

Core Points - FAW-Volkswagen has achieved a significant milestone by producing its 30 millionth vehicle, an Audi A5L, marking it as the first passenger car manufacturer in China to surpass this production figure [3][36] - The company has evolved over 34 years, starting from the production of its first vehicle, the Jetta, in 1991, to becoming a symbol of China's automotive industry growth and international cooperation [3][27] Group 1 - The 30 millionth vehicle was unveiled in Changchun, Jilin, on October 30, 2025, highlighting the company's extensive production history [3][36] - FAW-Volkswagen's journey began with the establishment of the company in February 1991, leading to the first Jetta rolling off the assembly line in December of the same year [4][6] - The Jetta has been a significant part of many families' lives in China, representing an accessible entry into car ownership for many [6][15] Group 2 - The company has transitioned from manual assembly to automated production lines, achieving 100% automation in welding processes, which signifies advancements in precision, efficiency, and environmental standards in Chinese automotive manufacturing [18][27] - FAW-Volkswagen has created over 500,000 jobs and contributed more than 730 billion yuan in taxes, showcasing its economic impact [27] - The collaboration between German engineering and the dynamic Chinese market has led to the establishment of five major production bases across the country [27][28]

Core Viewpoint - The Chinese automotive market is witnessing a significant shift as the penetration rate of new energy vehicles approaches 60%, prompting traditional fuel vehicles to adopt a strategy of "configuration upgrades + price reductions" to maintain market share [1][6]. Group 1: Market Dynamics - Fuel vehicle sales have shown a month-on-month increase, challenging the perception of their decline [1]. - The strategy of "precise configuration + price concessions" is being employed by fuel vehicles to solidify their market position, with L2+ level assisted driving becoming a mainstream feature [2][4]. - The introduction of competitive pricing models, such as "full payment at a fixed price," has lowered the price threshold for consumers, enhancing market accessibility [2][4]. Group 2: Technological Advancements - Fuel vehicles are integrating advanced technologies, such as the L2+ intelligent driving system, to enhance user experience and meet consumer demands for smart features [2][6]. - The new generation of fuel platforms is undergoing a technological revolution, with centralized electronic architectures enabling high-level intelligent driving capabilities [7]. - Collaborations with local tech firms, such as Huawei and DJI, are crucial for the technological advancement of fuel vehicles, allowing them to compete effectively with new energy vehicles [7][6]. Group 3: Competitive Strategies - Major brands like FAW-Volkswagen and GAC Toyota are implementing strategies that include lowering prices and enhancing technology to attract consumers [4][6]. - The luxury segment is also participating in this trend, with models like the Audi A5L offering advanced features at competitive prices compared to electric counterparts [4][6]. - Fuel vehicle manufacturers are leveraging economies of scale to reduce R&D costs and optimize supply chain efficiency, allowing them to offer smart configurations at lower prices [4][6]. Group 4: Future Outlook - Despite the advancements, fuel vehicles face structural challenges, including limitations in computing power and slower OTA upgrade capabilities compared to new energy vehicles [9]. - The competition in the automotive market is shifting from a simple fuel vs. electric debate to a focus on balancing mechanical reliability with digital intelligence [9]. - Fuel vehicles are expected to maintain a significant presence in niche markets due to their advantages in value retention and adaptability to various scenarios [9].