Core Viewpoint - Audi has withdrawn its plan to stop producing internal combustion engine vehicles by 2033, opting for a "dual-track" strategy of continuing both fuel and electric vehicles, highlighting the challenges faced by multinational automakers in the electric transition [2][3] Group 1: Market Dynamics - The global automotive market is characterized by "fragmentation," with significant differences in policy, infrastructure, and consumer preferences across regions, complicating the formulation of a unified electric transition strategy [3][5] - In Europe, despite strong environmental policies, the slow development of charging infrastructure and consumer concerns about electric vehicle range have hindered adoption [2][3] - North America faces a similar slow transition due to policy fluctuations and consumer habits favoring traditional fuel vehicles, while China has emerged as a core engine for electric vehicle development due to robust policy support and a comprehensive supply chain [2][5] Group 2: Strategic Adjustments - Audi's decision to retain fuel vehicle production reflects a necessary compromise to respect the uneven global market development and to adopt a more flexible regional strategy [3][4] - The high costs associated with electric vehicle development, including battery technology and production line modifications, are significant factors influencing Audi's strategic shift [4][6] - The competitive landscape in the electric vehicle market is intensifying, leading to price wars that compress profit margins, prompting companies to reassess their strategies to maintain cash flow from traditional fuel vehicles [4][6] Group 3: Importance of the Chinese Market - China is recognized as a critical market for Audi's electric transition, with government incentives and a strong consumer demand for electric vehicles driving growth [5][7] - Audi is accelerating its electric transition in China by launching market-specific models and enhancing collaborations with local companies [5][7] Group 4: Technological Flexibility - The importance of technological flexibility is underscored, as various technologies like pure electric, plug-in hybrids, and hydrogen fuel cells coexist, each with its advantages and limitations [6][7] - Audi's introduction of new internal combustion and plug-in hybrid models provides greater flexibility for the next decade, allowing for a gradual increase in consumer acceptance of electric vehicles [6][7] Group 5: Lessons for Multinational Automakers - Audi's strategic shift offers valuable insights for other multinational automakers, emphasizing the need for diverse regional strategies, cost control, and a balanced approach to short-term profitability and long-term electric goals [7][8] - Companies must recognize the "engine effect" of the Chinese market and maintain technological adaptability to navigate market changes effectively [7][8]

点 击 蓝 字 关 注 我 们 本文为中国汽车流通协会乘用车市场信息联席分会发布的权威深度市场分析报告，涵盖了： 一、整体总市场 二、 新能源市场 三、 厂商排名 四、 车型大类细分市场 五、 品牌定位细分市场 六、 国别定位细分市场 七、 价格定位细分市场 ontents 说明: 总市场（轿车、MPV、SUV）: ICE+BEV+PHEV 新能源市场（轿车、MPV、SUV） : BEV+PHEV ICE: 燃油车 NEV: 新能源 BEV: 纯电动 PH BEV:纯电动 PHEV:插电混动 NEV= BEV (含FCV) +PHEV (含EREV) 产销数据来源: 中国汽车流通协会乘用车市场信息联席分会月报表 (零售表,获义汇总) -终稿 未计入份额低于2%的细分市场 豪华品牌: 奔驰、宝马、奥迪、凯迪拉克、捷豹、路虎、沃尔沃、英菲尼迪、讴歌、特斯拉 价格: 以起步市场指导价划分 分为10万以下、10-20万、20-30万、30-40万、40万以上五档 3、厂商排名 | | | Q1 | 1 | | Q2 | 整体总市场零售月度走势 ++ 1 | | Q3 | 1 - | | Q4 | | | | --- ...