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 ...

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 ...

百亿成交额的背后，众多首发车型将本届车展直接带火。北京商报记者了解到，2025粤港澳大湾区车展 期间，各大展馆再现"人从众"盛况，其中外资与豪华车企将大湾区车展作为展示新品的重要舞台，奥迪 展台更请来演员刘德华聚集人气。本届车展上，一汽奥迪Q6L e—tron家族开启预售，基于PPE豪华纯电 平台打造的Q6L e—tron家族是一款"奥迪+华为"的车型。据奥迪展台工作人员介绍，一汽奥迪Q6L e— tron家族搭载奥迪与华为共同开发的华为乾崑智驾技术，双激光雷达与视觉融合感知方案，可实现无图 L2级驾驶辅助能力。奥迪相关人士表示，2019年，奥迪成为首家与华为达成合作的豪华汽车品牌，通 过在智能领域的深度互融，率先搭载定制化的华为乾崑智驾技术，奥迪积极拥抱中国本土科技。 拥抱中国技术不仅是奥迪。本届粤港澳大湾区车展上，梅赛德斯—奔驰与吉利汽车共同打造的smart品 牌，推出smart #1经典焕新款，售价区间为15.49万—19.99万元。此外，丰田铂智7、上汽奥迪A5L Sportback、上汽大众首款增程式ID.ERA概念车等热门车型均登陆大湾区车展。 同时，在电动化、智能化转型趋势下，2025粤港澳大湾 ...

每经记者｜黄辛旭 每经编辑｜孙磊 在豪华品牌方面，今年前5个月，上汽奥迪品牌终端累计销量同比保持增长，并在5月推出了Q6 quattro 纪念版车型。 日前，上汽大众披露了5月销量数据。数据显示，该公司当月销售新车约8.7万辆，同比增长4.3%。其 中，途观家族5月终端销量超1.6万辆；途岳家族销量破1.2万辆。今年前5个月，上汽大众累计终端销量 约为43万辆。 在2025粤港澳大湾区车展上，上汽大众大众品牌首款全尺寸增程式SUV概念车ID. ERA、全新上汽奥迪 A5L Sportback、新AUDI品牌首款量产车型奥迪E5 Sportback迎来华南首秀。上汽大众方面认为这三款 产品代表了上汽大众基于"德系品质+中国智慧"的合资2.0战略交付的开始。根据规划，到2026年，上汽 大众将迎来产品大年，未来会有多款插电式、增程式混动产品推向市场。 从目前终端表现来看，上汽大众今年4月推出的燃油SUV全系车型终身质保政策的效果已经开始出现。 封面图片来源：每日经济新闻 资料图 此前，上汽大众宣布旗下燃油SUV全系车型可享整车终身质保。这一政策覆盖的上汽大众SUV的价格区 间为8万至32万元，且这一政策不限里程、 ...

Core Insights - The 29th Guangdong-Hong Kong-Macao Greater Bay Area Auto Show was highly successful, attracting over 450,000 visitors and generating more than 4 billion yuan in pre-orders for over 16,000 new cars [1] - Despite the strong attendance, traditional automakers like Mercedes-Benz, BMW, and Audi (BBA) are facing significant sales declines, with each experiencing over a 10% drop in Q1 sales year-on-year [1] - New energy vehicle companies, particularly Xiaopeng, are showing stronger performance, with Xiaopeng's new model generating 20,000 new orders in just one week after its launch [6][7] Group 1: Industry Performance - New energy vehicle companies have achieved over 30% of their annual sales targets by May, with only Xiaopeng meeting the timeline expectations for 2025 [1] - In contrast, traditional automakers like BBA are struggling, with their sales figures declining significantly compared to the previous year [1][2] - The auto show highlighted the need for BBA to innovate in marketing strategies to compete effectively with new energy vehicle companies [6][7] Group 2: Marketing Strategies - BBA's traditional marketing tactics, such as celebrity endorsements and price reductions, are becoming less effective compared to the innovative strategies employed by new energy vehicle companies [2][6] - Xiaomi's unique approach of using limited edition bottled water to attract visitors proved to be more effective than traditional celebrity endorsements [4][6] - Xiaopeng's successful use of celebrity endorsement with Ouyang Nana significantly boosted its visibility and sales, demonstrating the importance of effective marketing in the current competitive landscape [6][7] Group 3: Product Development - Mercedes-Benz and Audi showcased their latest localized products at the auto show, while BMW struggled to present compelling new offerings beyond price cuts [7][12] - Audi's new E5 Sportback and Mercedes-Benz's long-wheelbase CLA are positioned to enhance their market presence with advanced technology and local partnerships [9][11] - BMW's new models, including the X3, are facing declining sales and significant discounts, indicating a need for a complete overhaul of their product strategy [12]

Group 1 - The core viewpoint of the articles highlights the launch of new models by SAIC Audi, including the A5L Sportback and E5 Sportback, showcasing their dual-brand strategy aimed at covering various segments of the luxury market [2][3] - The A5L Sportback is the first fuel vehicle equipped with Huawei's advanced driving technology, featuring 32 high-precision sensors that provide a driving experience comparable to electric vehicles [2][3] - The E5 Sportback represents the first mass-produced vehicle under the new AUDI brand, integrating Audi's luxury heritage with global innovation and Chinese smart electric technology, catering to the upgrading demands of the Chinese electric vehicle market [3] Group 2 - SAIC Audi plans to launch multiple new models based on the Premium Platform Combustion (PPC) luxury fuel vehicle platform over the next two years, focusing on high-level assisted driving features to strengthen its position in the luxury fuel vehicle market [4] - In the new energy sector, the AUDI brand will accelerate the development of a product matrix covering various market segments to meet the diverse needs of Chinese consumers for high-end electric mobility [4]