中国汽车产业正在经历深刻变革，合资公司作为国内汽车工业的发展基石，也正在逐步收获转型成果。作为国内最大的合资汽车公司，一汽-大众 汽车有限公司接连迈上发展新台阶，继去年10月底率先达成产销突破三千万辆乘用车企，1月15日，奥迪品牌成为中国市场上首个拥有千万用户的 合资豪华汽车品牌。 这一成就不仅印证了奥迪品牌在中国汽车市场的成功，更是中德经贸合作取得的标志性成果。自1999年，奥迪A6率先开启豪华轿车"加长先河"， 精准契合中国用户对"空间"的需求以来，一汽奥迪始终为豪华品牌本土化倾注心力。进入汽车智能化时代，华为乾崑智驾技术陆续上车，更是让 一汽奥迪国产车型的智能化转型走在了前沿。 步入后千万用户时代，一汽奥迪扎实的体系能力将成为这一规模最强大的后盾，其最核心的资产，是与600家终端经销商共同组成的高端品质和豪 华体验的护城河。 从0到1建成豪华汽车品牌体系力护城河 三十八年前的中国汽车市场，轿车尚未走入家庭，市面上车型选择不多，整个中国市场的年产量还不到64万辆。在那个时代背景下，将奥迪品牌 引入国产，中国汽车流通协会副会长王都认为，这是大众汽车集团非常具备战略眼光的一点。 创造行业"第一"，对一汽奥迪来 ...

Core Viewpoint - Audi is increasingly considering local production in the U.S. to mitigate the impact of tariffs imposed by the Trump administration, as the company faces significant cost challenges due to its reliance on imports [2][10]. Group 1: Audi's Current Situation - Audi has not established any production facilities in the U.S. since its entry into the market over 50 years ago, relying entirely on imports for sales [3]. - The Q5 model, produced in Mexico, accounts for a significant portion of Audi's sales in the U.S., with over 5,800 units sold in 2024 alone [4]. - The potential for triple tariffs on the Q5, including a 25% import tariff and additional tariffs under the USMCA, could increase costs by over 50%, making it unprofitable to sell the model in the U.S. [4]. Group 2: Sales Performance and Challenges - Audi's total vehicle deliveries in the U.S. fell by 14% year-on-year to 196,000 units, with Q5 sales dropping by 23% [5]. - The Q3 model saw a 45% increase in sales, reaching 32,090 units, but it also faces potential price increases due to tariffs [6]. - Audi has paused new vehicle deliveries to U.S. dealers, with over 37,000 vehicles currently in inventory, which can sustain sales for about two months [6]. Group 3: Industry Impact and Competitor Response - Other automakers, such as Jaguar Land Rover and Mitsubishi, are also halting deliveries and storing vehicles at ports due to the new tariffs [7][8]. - Major competitors like Mercedes-Benz and BMW have established U.S. production facilities, allowing them to better manage tariff impacts and maintain flexibility in production [9]. - Mercedes-Benz has decided to absorb the increased costs without raising prices for the 2025 models, leveraging its U.S. manufacturing capabilities [9]. Group 4: Future Production Plans - Audi is evaluating options for local production in the U.S., potentially utilizing existing Volkswagen facilities or constructing a new plant, which could take 3-4 years [10]. - The company had previously considered building an electric vehicle factory in the U.S. due to incentives from the Inflation Reduction Act but did not finalize plans at that time [10].