Core Insights - The demand for intelligent transformation in the new energy sector is driving technological innovation across the supply chain, with companies like CATL, Huawei, and Horizon becoming key players [1] - The relationship between automakers and suppliers is evolving from a traditional buyer-supplier dynamic to a partnership model, emphasizing the importance of a stable supply chain for market competitiveness [1][3] - SAIC Volkswagen has been a significant influence in optimizing supply chains and fostering technological upgrades in the automotive industry over the past 40 years [2][3] Supply Chain Dynamics - The structure of electric vehicles is more centralized compared to traditional fuel vehicles, leading to a reshaping of the automotive supply chain [3] - Traditional suppliers are actively transforming, while innovative suppliers are emerging, particularly in the fields of power batteries and intelligent driving [3] - The collaboration between automakers and suppliers is evolving into a comprehensive cooperative mechanism that spans research, manufacturing, and service [3] Market Competition - The stability of the supply chain is crucial for the quality of the final product and overall market competitiveness, especially in the context of intense price wars [4] - The Chinese automotive industry is facing challenges from price wars that threaten supply chain stability, as highlighted by the China Association of Automobile Manufacturers [4] SAIC Volkswagen's Strategy - SAIC Volkswagen emphasizes the importance of a stable supply chain as a foundation for development, ensuring product quality consistency through rigorous supplier management [5][6] - The company has achieved significant sales milestones, with over 1.2 million units sold in 2024, and a 15.1% year-on-year increase in June sales [6] - SAIC Volkswagen's reputation for quality has led to a perception of its approved components as "exempt from inspection" by other manufacturers [7] Technological Partnerships - SAIC Volkswagen has formed strategic partnerships with leading technology companies to innovate and provide new intelligent mobility solutions [7] - The company is set to launch new models, including the ID.ERA and upgraded versions of popular models, as part of its multi-brand strategy [8]

Group 1: Overall Performance - Volkswagen Group reported global vehicle deliveries of 4.41 million units in the first half of 2025, representing a year-on-year growth of 1.3% [1] - The sales of electric vehicles (EVs) surged by 47% year-on-year, reaching 465,500 units, which accounted for 11% of the total sales, up from 7% in the same period last year [1] Group 2: Market Performance in China - In the Chinese market, Volkswagen Group delivered 1.31 million vehicles, a slight decline of 2.3% year-on-year, but June sales showed a recovery with 247,000 units sold, marking a 9% increase [1] - Volkswagen brand (including Jetta) delivered 996,000 units in the first half of 2025, a year-on-year increase of 1.1%, with significant contributions from the Sagitar and Passat models [2] Group 3: Strategic Initiatives - Volkswagen Group plans to launch approximately 30 new energy vehicles by 2027 and increase this number to 50 by 2030, covering a range from A-class to C-class products [1][3] - The company is set to initiate its largest-ever new energy product offensive in China at the 2025 Shanghai International Auto Show, with new intelligent connected vehicles scheduled for delivery starting in the second half of 2025 [3] Group 4: Future Strategy - Volkswagen aims to implement the "In China, For the World" strategy, leveraging China's production capacity and technological advantages to expand its overseas market presence [4]

在欧洲市场，大众汽车集团纯电动汽车销量同比大幅增长89%，稳居欧洲纯电市场第一；在美国市 场，集团纯电动汽车交付量同比增长24%。"南美和欧洲的收益，基本抵消了中国和北美的下降预 期。"舒伯特说。 面对持续的"价格战"，以及激烈的市场竞争，上半年，大众汽车集团各品牌在中国市场的交付量同 比小幅下降2.3%至131万辆。值得一提的是，6月单月，其交付量达24.7万辆，实现同比增长9%，这也 推动大众汽车集团上半年在华销量达成预期目标。 得益于众多新车型的推出，以及一系列降本增效举措的实施，今年上半年，面对充满挑战的市场环 境，大众汽车集团依然取得了令人瞩目的成绩，尤其纯电动车型表现优异，同比增长近50%。 7月9日，大众汽车集团公布上半年销量数据，1-6月其全球累计交付新车441万辆，实现同比增长 1.3%。纯电动车型更是同比增长47%至46.55万辆，在整体销量中的占比由去年同期的7%提升至11%。 此外，大众汽车集团总订单量同比提升约20%，其中纯电动汽车订单增长超60%。 "由于许多新车型的推出，大众集团继续保持强劲的增长势头，尤其是纯电动车辆。这一趋势在欧 洲尤为显著，我们在西欧交付的车辆中，五分之一是 ...

在中国市场，大众汽车集团上半年共交付131万辆新车，同比微降2.3%，但6月单月交付24.7万辆，同比 增长9%，显现出明显的复苏趋势。具体到品牌表现，大众汽车品牌（含捷达）上半年累计交付99.6万 辆，同比增长1.1%，其中速腾与帕萨特持续领跑各自细分市场，6月单月销量达18.73万辆，同比增长 15.1%；奥迪品牌则保持高端市场前三地位。 当前，大众正加速推进"在中国，为中国"的本土化战略。根据大众汽车集团与中国一汽签署技术合作升 级协议，双方计划从2026年开始，为中国市场推出超过11款全新车型。同时，大众的新能源车将引入全 新的CMP等电动平台和电子架构CEA，加速智能电动车的转型。 产品规划上，大众汽车集团（中国）在2025年下半年将率先推出奥迪E5 Sportback、Q6L e-tron（纯电） 及奥迪A5L/A5L Sportback（燃油）等新车型，2026年前计划在华推出超20款智能网联车型，覆盖多种 动力形式。到2027年，大众的新能源车型将扩充至约30款，2030年进一步提升至约50款，其中纯电车型 占30款。 封面图片来源：每经记者 李星 摄 每经记者｜刘曦 每经实习编辑｜余婷婷 7 ...

Core Viewpoint - FAW-Volkswagen has demonstrated strong sales performance in June, with a total vehicle sales of 160,110 units, marking a year-on-year increase of 15.1%, indicating a recovery in the fuel vehicle market and a solid competitive position in the industry [1][14]. Sales Performance - In June, the Volkswagen brand delivered 87,048 units, a significant year-on-year increase of 12.5%, leading the joint venture segment and contributing to the recovery of the fuel vehicle market [1]. - Audi brand sales reached 61,010 units, reflecting a year-on-year growth of 15.7%, while the Jetta brand saw a remarkable increase of 33.4% with 12,052 units sold [1]. Product Strategy - FAW-Volkswagen has launched several new models to strengthen its competitive edge, including the all-new Tayron L, which features innovations in intelligent driving, safety, and design, catering to customer demands for both driving pleasure and comfort [3]. - The Audi Q6 Le-tron, introduced in May, is a flagship model based on the PPE luxury electric platform, showcasing advanced technology for high-net-worth customers [3]. - The Jetta VA7, launched earlier in the year, addresses family customers' needs for safety, space, and cost-effectiveness [3]. Strategic Initiatives - The company is advancing its "oil-electric hybrid coexistence" strategy, focusing on a multi-technology approach that includes fuel, hybrid, and pure electric vehicles to meet diverse customer needs [5]. - A new CMP platform concept car, ID.AURA, was unveiled, designed specifically for the Chinese market, enhancing personalized and efficient electric mobility experiences [5][13]. Customer Service Enhancements - FAW-Volkswagen is focusing on service differentiation amidst intense competition, launching a marketing transformation to enhance customer experience throughout their lifecycle [6][8]. - The company has expanded its sales service network, aiming to exceed 1,000 dealerships by the end of the year, ensuring broader market coverage [8]. - Audi has introduced "卓·悦服务Plus" to upgrade customer experience, while Volkswagen has revamped its service brand to include comprehensive customer rights and benefits [8]. Employee Engagement - FAW-Volkswagen has been recognized as a "China Outstanding Employer" for the 16th consecutive time, emphasizing the importance of employee satisfaction as a foundation for customer satisfaction [10]. Future Outlook - The company is set to introduce 11 new models tailored for the Chinese market starting in 2026, with a goal of launching over 20 new models by 2030 under its hybrid strategy [13]. - FAW-Volkswagen is collaborating with the China Automotive Technology and Research Center to enhance safety standards and promote high-quality development in the automotive industry [13][14].

在2025年中国车市激战正酣的上半场，上汽交出了一份"三驾马车"齐头并进的答卷：上半年自主品牌强势崛起占比超六成，新能源持续高歌猛进，海外市场 稳步回升向好势头明显。 这份成绩单背后，一场更深层的变革正在上演——上汽正以"刀刃向内"的勇气推动全面深化改革，凭借"自主崛起定义技术高度"与"合资阵营重构产品逻 辑"的双轮驱动模式加速奔跑。 更值得关注的是，上汽联手华为打造的"尚界"项目，正以20万级标配高阶智能辅助驾驶的颠覆性姿态，直击行业"不可能三角"，将城市NOA能力拉入主流消 费区间，上汽不仅在逆势上行，更在智能电动车普及战中引领破局。 "三驾马车"齐头并进 新能源领域同样高歌猛进。上半年，上汽新能源车销量达到64.6万辆，同比大涨40.2%。仅6月份，新能源车销量就达12.1万辆，同比增长29.2%。细分品牌 中，智己汽车6月终端交付量突破6000辆，其"双6系"产品持续热销；上汽乘用车新能源销售1.6万辆，同比增长44.1%；上汽通用五菱新能源更是以7万辆的 单月成绩，实现36%的同比增长。 海外市场在逆风中展现韧性。尽管面临反补贴税，上汽上半年海外市场累计销售仍达49.4万辆，同比增长1.3%，稳步回 ...

2025年7月3日，全新上汽奥迪A5L Sportback开启预售，满足用户对性能驾控与高阶辅助驾驶的细分需求，限时 臻享26万元起。本次预售共五款车型，包含豪华型、尊享quattro型、首发限量版，以及标配华为乾崑智驾技术的智 领型和智领quattro型。 活动期间，支付5,000元预售订金即可尊享多重限时优先权益，预售订金可抵扣上市后的购车定金。其中包括10,000元 限时升级价值25,000元的首发限量版专属套装；免费升级价值8,000元的竞享套装；更有三款价值6,000元的奥迪在华首发高 定车色随心选装；还能尊享价值5,000元的2年4次奥迪标准保养服务；以及车联网及高阶智驾保障服务。 作为上汽奥迪引领未来的战略力作，全新上汽奥迪A5L Sportback 深耕中国市场，以前瞻视野融淬德系百年豪华底蕴与 中国智造巅峰实力。于设计、智能和性能三大维度精进跃升，重新定义豪华出行新方式，引领燃油时代智能化变革，重塑 豪华轿跑新标杆。 传承设计经典，突破美学边界 全新上汽奥迪A5L Sportback传承奥迪A5经典设计语言，保留标志性的溜背轮廓、掀背尾门与无框车门造型，融入RS5 运动基因，并巧妙集成激光雷 ...

Core Insights - July marks the beginning of the second half of the automotive market, with numerous automakers launching significant new models to capture market share [1] Group 1: BYD - The BYD Sea Lion 06 is a mid-size SUV featuring both plug-in hybrid (DM-i) and pure electric (EV) versions, priced between 160,000 to 200,000 yuan [2] - The design incorporates ocean aesthetics with a closed grille and dual-layer headlights, and it is the first model in the ocean network to use split headlights [4] - The DM-i version has a 1.5L engine with a maximum power of 74kW and an electric motor with a maximum power of 160kW, offering pure electric ranges of 93km and 130km depending on the battery [4] Group 2: Leap Motor - The Leap Motor B01 is the second model in the B series, targeting the 150,000 yuan level for smart pure electric sedans, featuring a low drag coefficient of 0.197Cd [5] - The dimensions are 4770×1880×1490mm with a wheelbase of 2735mm, providing ample interior space [7] - The B01 offers multiple motor options with maximum powers of 100kW, 132kW, and 160kW, with a long-range version achieving a CLTC pure electric range of 650km [7] Group 3: Li Auto - The Li Auto i8 is the brand's first pure electric SUV, positioned as a mid-large six-seat SUV targeting the high-end family market [8] - It features a unique "bullet" front design and offers two battery capacities of 90.1kWh and 97.8kWh, with corresponding ranges of 670km and 720km [10] - The i8 includes a low energy consumption of 13.4kWh/100km and can achieve a 500km range with just 10 minutes of charging [10] Group 4: Lantu - The Lantu FREE+ is a mid-large SUV that features Huawei's ADS 4 driving assistance system and is priced starting at 229,900 yuan [11] - The design emphasizes both family practicality and individual expression, with a soft-touch interior covering 95% of the cabin [13] - It boasts a total power of 350kW from dual motors, achieving 0-100 km/h in just 4.9 seconds, and offers a pure electric range of over 300km [13] Group 5: XPeng - The XPeng G7 is a new mid-size SUV that has begun pre-sales, starting at 235,800 yuan, focusing on intelligence and spaciousness [14] - It features a unique interior design with a large trunk capacity of 819L and expandable space up to 2277L [16] - The G7 is equipped with an AR-HUD for enhanced navigation experience and offers both single motor rear-wheel and dual motor all-wheel drive options [16] Group 6: FAW Audi - The FAW Audi A5L is the first B+ class sedan on the new PPC luxury fuel intelligent platform, showcasing a dynamic design [17] - The interior integrates German luxury with digital technology, featuring multiple screens and AI voice control for smart interaction [19] - It is powered by the fifth-generation EA888 engine, ensuring smooth and efficient power output [19]

New Car Launches - Leapmotor C16 officially launched with 8 models priced between 151,800 to 181,800 yuan, featuring upgrades in comfort, range, intelligence, and design [1][3] - The new C16 includes a 5-seat version, with an extended range version equipped with a 38.7 kWh battery, offering a pure electric range of 280 km and a comprehensive CLTC range of 1,150 km [1][3] - The new model's pure electric version has a range increase to 630 km, positioning it against competitors like BYD Tang and GAC Trumpchi [3] - The IM LS7 facelift launched at a price of 329,900 yuan, featuring design and interior upgrades, standard 800V high-voltage platform, and a new rear-wheel steering system [4][6] - The new Buick E5 launched with three models priced between 169,900 to 189,900 yuan, featuring 47 improvements over the previous model [10][12] - The E5 is powered by the Ultium 2.0 platform, with a maximum power of 180 kW and a range of up to 620 km [12] - Chery Arrizo 8 PRO 2.0T launched with a price range of 137,900 to 149,900 yuan, featuring a 2.0T turbocharged engine with a 0-100 km/h acceleration time of 6.8 seconds [15][17] Industry Events - Huawei's charging network has reached 1,000 supercharging stations across 32 provinces and 278 cities, with a charging efficiency of "one second per kilometer" [25][28] - Li Auto's 5C supercharging stations have reached 2,500, surpassing Tesla's charging station count in China [31][34] - Xiaomi acquired a land parcel for approximately 635 million yuan, speculated to be for its third-phase automotive factory project [35][37] - Polestar announced a $200 million equity investment from PSD Investment Limited, controlled by Geely's founder Li Shufu, to support operations and product development [39][41] - Domestic fuel prices have been raised, with 92-octane gasoline returning to the 7 yuan per liter mark, reflecting ongoing energy cost fluctuations [44][46] Market Dynamics - The automotive market is experiencing intensified competition with price wars and technological advancements, particularly in electric and intelligent vehicles [48] - The construction of charging networks is becoming a critical battleground for automakers, emphasizing the importance of charging speed and convenience [30][48]

当天，一汽奥迪A5L公布将拥有全域智混版quattro、领航版、运动版quattro以及运动版Plus四款车型， 满足用户对于动力形式和底盘调校的多元化需求。 6月20日，作为奥迪全新PPC豪华燃油智能平台的首款车型，一汽奥迪A5L宣告其领航版及运动版车型 现已开启预售。 据悉，一汽奥迪A5L传承奥迪B级车型53年技术积淀与美学基因，拥有先进的平台架构、前沿的外观设 计、领先的科技配置以及全面进化的动力系统，同时，它也是国内首款搭载华为乾崑智驾®技术的燃油 车。 奥迪全新PPC豪华燃油智能平台是奥迪燃油车技术的集大成者，在电气化和智能化时代为燃油车全面赋 能，它采用奥迪最新的E³ 1.2电子电气架构，凭借高算力、高扩展性及灵活的迭代能力，为深度接入组 合驾驶辅助提供底层支撑。同时，这一平台采用第五代EA888发动机，拥有200kW峰值功率，动力响应 迅捷高效。 其专为中国用户匠心打造了"云感座椅"，基于国人形体特征进行深度人机工程学优化，在靠背至大腿等 17个关键位置提供贴合承托。同时，座舱配备9分区智能全景天幕，并拥有同级唯一银河星空顶。新车 搭载行业首发的光域美学智慧OLED尾灯，通过车辆与周围环境的通信 ...