转自：中国证券报·中证网 中证报中证网讯（记者 龚梦泽）近期，国家市场监督管理总局集中发布多则汽车召回公告，涉及东风 本田、广汽本田、长安福特、一汽-大众旗下奥迪、福特中国及大众进口汽车等多个品牌，共计召回车 辆超过十万辆。召回原因涵盖软件设定缺陷、零部件生产制造问题等，相关车企将提供免费维修以消除 安全隐患。 具体来看，东风本田召回部分国产插电式混合动力版英仕派系列汽车及纯电动S7系列汽车，共计4422 辆。广汽本田召回部分国产插电式混合动力版雅阁系列汽车及纯电动P7系列汽车，共计18274辆。召回 原因为动力控制系统软件设定问题，极端情况下可能导致车辆失去驱动力，且混动车型存在不合理排放 风险。 长安福特方面，召回2018年2月27日至2019年5月9日期间生产的部分福睿斯汽车，共计38473辆。召回原 因为加油软管与油箱连接处胶垫存在应力集中问题，可能加速老化开裂，极端情况下造成燃油渗漏。公 司称，将免费更换改进后的加油软管。 一汽-大众汽车的召回分为两部分：一是部分进口奥迪A6 Allroad、A7和Q8系列汽车，共计81辆，因前 排安全带锁扣内部可能缺少紧固元件；二是部分国产奥迪Q4汽车，共计246 ...

Core Points - The National Market Supervision Administration has announced a recall of over 23,000 Audi vehicles due to safety concerns related to the 48V belt starter generator inverter [1][4] - The recall includes both imported and domestic Audi models produced between February 3, 2022, and December 4, 2023, as well as a smaller batch of domestic Audi A6L vehicles produced between June 3, 2021, and November 21, 2023 [1][3] Group 1 - A total of 20,277 imported Audi vehicles are being recalled, including models A7, A8L, Q7, Q8, RS6, RS7, RSQ8, S6, S7, S8, and A6 Allroad [1] - Additionally, 2,848 domestic Audi A6L vehicles are included in the recall [3] - The recall is an expansion of a previous recall announced on December 20, 2024, by FAW-Volkswagen [5] Group 2 - The recall is due to a manufacturing issue where internal electronic components of the 48V starter generator inverter may have poor connections with the printed circuit board, potentially leading to battery depletion and loss of power [4] - FAW-Volkswagen will arrange for authorized Audi dealers to check the software version of the starter generator and replace it for free if it has not been optimized [5] - Owners will be notified through registered mail and SMS, and can also contact the Audi customer service hotline for more information [5]

Core Insights - The sales performance of German luxury car brands in the Chinese market has significantly declined, with BMW, Mercedes-Benz, and Audi all reporting varying degrees of sales drops in 2023 [1][2][4]. Sales Performance - BMW's sales in China for Q3 2023 were 147,100 units, a slight decrease of 0.4% year-on-year, while the total for the first three quarters was 464,000 units, down 11.2% year-on-year, marking China as its only declining market globally [1]. - Mercedes-Benz reported Q3 sales of 125,000 units in China, a decline of 27%, and a total of 418,000 units for the first three quarters, down 18% year-on-year [2]. - Audi's sales in China for the first half of 2023 saw a decline of over 10%, although specific Q3 figures were not disclosed [2]. - Porsche faced a more severe challenge, with Q3 sales in China at 32,200 units, down 26% year-on-year [2]. Market Dynamics - The customer traffic in luxury car showrooms has decreased, with many potential buyers opting for domestic high-end brands instead of German luxury vehicles [1][2][3]. - Discounts on various models are significant, with some Audi models offering discounts up to 120,000 yuan and Mercedes-Benz models exceeding 100,000 yuan [2]. Competitive Landscape - Domestic brands are increasingly competing with German luxury cars across various price segments, with models from Tesla, NIO, and others gaining traction [4][5]. - The market share of German luxury brands has dropped from 18.4% in January to 14.3% in September 2023, indicating a significant loss in retail market share [5]. Electric Vehicle Transition - German luxury brands are lagging in electric vehicle (EV) sales, with models like BMW's iX3 and iX1 showing low monthly sales figures [6]. - Analysts highlight three main challenges for German luxury brands: the need for a stronger shift towards electric and smart vehicles, cautious consumer purchasing behavior, and the perception of poor value for luxury cars [6][7]. Strategic Adjustments - In response to the electric vehicle trend, German brands are adjusting their strategies, with Audi retracting its timeline for phasing out internal combustion engines and BMW reviving its range-extended hybrid technology [7]. - There is a focus on enhancing resource allocation efficiency in the Chinese market, including leveraging local supply chains and developing localized products [7].

倒计时18天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 韩国三大电池巨头之一三星SDI"暴雷"，超18万辆配套汽车将被召回！ 近日，据美国国家公路交通安全管理局（NHTSA）官网发布，三星SDI正在召回克莱斯勒、大 众/奥迪和福特汽车使用的高压电池组，原因是存在潜在缺陷，可能导致电池故障和火灾风险。 召回报告显示， 电池单元内的隔膜损坏可能导致热过载或内部短路 ，但缺陷的根本原因仍在 调查中。 克莱斯勒和大众/奥迪表示，受影响的车辆可能会在没有事先警告的情况下发生火灾，而福特车 辆可能会在发生故障前显示"立即安全停车"的信息。 据了解，事件中三星SDI高压电池组生产日期为2020年7月1日至2023年3月28日， 召回共涉及 180196辆汽车。 在此次召回波及的车企中，克莱斯勒损失最大。 活动时间： 2025年2月28日 由此来看，中国电池企业正在加快进入国际市场，以三星SDI为代表的日韩电池企业，海外市 场份额可能会进一步被分食。 ...