2026.01. 29 本文字数：1217，阅读时长大约2分钟 作者 | 第一财经 肖逸思 莫一格 近日，美国国家公路交通安全管理局（NHTSA）公布的一份文件显示，大众汽车将在美国分两次召 回共计44551辆大众ID.4电动汽车，原因均涉及高压电池系统的潜在安全隐患。 大众汽车集团（美国）公司向NHTSA提交的第一份报告表示，大众将召回670辆2023~2024年款 ID.4，原因是其高压电池电芯模块在特定生产期间内可能存在电极错位的制造缺陷，在某些情况下可 能导致电池起火。 一位电池行业内部人士告诉第一财经记者，所谓"电极移位"，是指因电池变形导致正极和负极发生错 位，电池鼓包就是电极移位的其中一种表现形式，这是电芯制造中需要严格控制的关键质量问题。 因此，大众建议，受影响车主将充电上限设置为80%，避免使用直流快充，并在充电后将车辆停放在 室外。大众给出最终的解决方案是为受影响车辆免费更换存在隐患的电池模块。 同日，大众还提交了另一份召回ID.4的报告，这是一次更大规模的召回，涉及43881辆2023~2025年 款未安装"自放电检测"软件的ID.4。文件指出，在极少数情况下高压电池模块可能发生热扩散， ...

Group 1 - Volkswagen reported a significant decline in Q2 profits and lowered its full-year guidance due to rising costs from U.S. tariffs imposed by President Trump, impacting the profitability of its Audi and Porsche brands [1] - Q2 revenue for Volkswagen was €80.8 billion, a 3% year-over-year decrease, while operating profit fell to €3.83 billion, down 29% year-over-year [1] - The company expects a return on sales of 4% to 5% by 2025, down from a previous forecast of 5.5% to 6.5%, primarily due to increased costs of €1.3 billion (approximately $1.53 billion) in the first half of the year from U.S. tariffs [1] Group 2 - Volkswagen is facing pressure to cut costs and improve products amid crises in three key markets, with U.S. tariffs eroding sales and profits of its import-reliant Audi and Porsche brands [1] - The company anticipates flat revenue for the year, down from a previous forecast of a 5% increase, and has also lowered its free cash flow expectations [1] - Other automakers are also facing challenges, with Stellantis appointing a new CEO and Renault searching for a formal CEO, while Volkswagen looks to collaborate with Rivian Automotive and Xpeng Motors to enhance its product lineup [2] Group 3 - Volkswagen's truck transportation division, Traton SE, lowered its performance expectations due to trade tensions, weak economic growth in Europe, and declining orders in Brazil, with adjusted operating performance down 29% in Q2 [2] - Despite challenges, Volkswagen's electric vehicle sales in Europe saw a 73% increase in Q2, driven by strong demand for models like the ID.5, Audi Q4 e-tron, and Skoda Enyaq [2]