"这种商业模式已经消亡。"大众汽车集团(中国)首席技术官托马斯·乌尔布里希称。 中国消费者说了算 乌尔布里希称之为"范式转变"。2022年，大众正式启动对华战略的最新一轮大调整。 该公司正专为中国的驾驶者开发车型——这些车可能永远不会出现在欧洲街头，但或会出口至中东及东 南亚。 随着新车型陆续上市，大众将验证这笔投资能否帮助其追上比亚迪、吉利等中国厂商，并夺回失去的市 场份额。 晨星欧洲汽车行业分析师瑞拉·苏斯金表示，这一策略对在华重获竞争力至关重要。 智通财经APP获悉，大众汽车(VWAGY.US)曾凭借超五成的市场份额在中国市场独占鳌头。如今，它却 选择在合肥——这座人口约一千万的中部城市，豪掷30亿欧元(约合35亿美元)，打造其除德国本土之外 规模最大的研发基地。这家德国汽车巨头正在中国这个全球规模最大且竞争最为激烈的汽车市场，下一 场"重注"。只是，这场豪赌究竟能否收获成效，仍是未知数。 这与外资车企在华运营数十年的模式截然不同：过去，它们把海外开发的车型直接国产，并向本土伙伴 输出技术。如今，这一套路已被迅速崛起的本土对手挤到边缘，后者大幅吞噬了外资品牌的销量。 过去五年，中国市场的剧变令外资车企节 ...

Core Viewpoint - The article discusses the sales performance and customer demographics of the newly launched Volkswagen Lavida Pro, highlighting its market positioning and customer preferences since its release in 2008, which has seen over 6.5 million units sold [1]. Sales Performance - The dealership reported a daily customer flow of less than 20 groups, with only 1-2 groups specifically interested in the Lavida Pro [2]. - In November, the dealership sold a total of 103 vehicles, with only 2 units of Lavida Pro sold [2]. - The commission for selling a Lavida Pro is low, around 350 yuan for high-quality sales, and can drop to 200 yuan for non-registered sales [2]. Inventory and Configuration - There are currently 28 units of Lavida Pro in stock, with configurations including 12 units of the 1.5L version and 14 units of the 1.5T version [5]. - The most popular colors are white and black, with 17 and 11 units respectively [5]. Customer Demographics - The target customers for Lavida Pro are relatively young, valuing exterior and interior design, and showing a preference for fuel vehicles over electric ones [6]. - A notable customer case involved an older gentleman looking to replace an old Lavida, indicating brand loyalty and the desire for a modern vehicle [6][7]. Pricing and Discounts - The Lavida Pro is positioned with a one-price model, which some customers find acceptable, while others are waiting for discounts [11]. - The official pricing for various models ranges from 88,800 yuan to 145,977 yuan, with limited promotional offers available [11]. Competitor Analysis - The main competitors for Lavida Pro include Toyota Corolla, Honda Civic, and BYD Qin, with customers often coming in with a predetermined choice rather than comparing options [12]. - Customers are generally not comparing Lavida Pro with competitors, as they are drawn by the brand's reputation [12]. Customer Preferences - The most sought-after configurations are the 1.5L and 1.5T six-million versions, while lower and higher configurations are less popular due to perceived value issues [15]. - Customers prefer financing options with a five-year term, which offers a 15% interest rate with a 5% rebate [17]. Customer Feedback - Common complaints from customers include the inconvenience of hidden door handles and the small sunroof, with some expressing a preference for larger sunroofs like those in competing models [18]. - Regular maintenance costs for the 1.5L engine are approximately 655 yuan, while the 1.5T engine costs around 686 yuan [19]. Market Caution - There are warnings about scams targeting potential car buyers, with fraudulent companies offering prices significantly lower than market rates [21].

Core Viewpoint - A significant outflow of automotive talent from Shanghai has been observed since 2023, marking a shift from the city's historical role as a hub for the automotive industry in China [11][12]. Group 1: Historical Context - Shanghai has been the cradle of China's automotive industry, with major joint ventures like Shanghai Volkswagen and Shanghai General Motors attracting talent for over four decades [3][6]. - At its peak, Shanghai was home to approximately 50,000 high-end automotive R&D and marketing professionals [10][13]. Group 2: Recent Developments - The decline of new car manufacturers in Shanghai, starting with the shutdown of WM Motor in December 2022, has led to a significant reduction in job opportunities [11][12]. - Traditional automakers like SAIC Volkswagen and SAIC General Motors have seen their sales drop to about 60% of their peak levels, resulting in multiple rounds of layoffs [12][20]. Group 3: Talent Migration - The automotive job market in Shanghai has shifted from a surplus of opportunities to a situation where job seekers outnumber available positions, leading to a talent migration to other regions [15][17]. - Many former employees have relocated to cities like Wuhu, Hangzhou, and Ningbo, while some have even moved abroad to work for Chinese brands [18][19]. Group 4: Competitive Landscape - While Shanghai's automotive industry contracts, companies from other provinces, such as BYD, Geely, and Chery, are experiencing rapid growth, with sales increasing by 30% to 50% [15][16]. - These companies, previously offering lower salaries, are now able to match or exceed the compensation packages of Shanghai's new car manufacturers due to improved sales and profitability [16]. Group 5: Future Outlook - Despite current challenges, the long-term outlook for the automotive industry remains positive, with significant growth potential in developing countries where car ownership rates are still low [25][26].

Core Viewpoint - Volkswagen is facing significant challenges in the U.S. electric vehicle market, particularly with the ID.4 model, which has seen a drastic decline in sales due to the withdrawal of federal subsidies and increased competition [6][7][13]. Group 1: Sales and Market Performance - The ID.4's sales in the U.S. plummeted from 38,000 units in 2023 to 17,000 units in 2024, with a further decline of 19% year-on-year in the first half of 2025 and a staggering 65% drop in Q2 2025, resulting in fewer than 2,000 units sold in that quarter [6][7]. - The loss of the $7,500 tax credit in January 2025 was a critical turning point for ID.4's sales, which had previously ranked third in U.S. electric vehicle sales [7][8]. - Volkswagen's strategy to lower the monthly lease price of the ID.4 to $129 has not been sufficient to reverse the sales decline [7]. Group 2: Financial Performance - Volkswagen's financial results for the first half of 2025 showed a slight decrease in sales revenue to €158.4 billion, while operating profit fell by 32.8% to €6.7 billion, and net profit dropped by 38% to €4.477 billion [11]. - The decline in profits is attributed to increased import tariffs in the U.S. resulting in a €1.3 billion loss and restructuring provisions in the Audi, Volkswagen passenger car, and Cariad software divisions totaling €700 million [11]. Group 3: Challenges in Electric Vehicle Transition - Volkswagen's electric vehicle transition has been hampered by software issues, which have been identified as a core shortcoming compared to competitors [15][17]. - Despite early investments in electric vehicle development, Volkswagen has struggled with software problems that have affected user experience and market competitiveness [17]. - The company has faced recalls due to software vulnerabilities, highlighting ongoing challenges in its electric vehicle offerings [17]. Group 4: Market Strategy in China - Volkswagen's sales in China showed a slight decline of 2.3% in the first half of 2025, with a projected 10% drop in 2024 sales [21]. - The company is navigating a competitive landscape in China, characterized by aggressive pricing strategies among over 130 brands, with predictions that over 90% of car manufacturers will not be profitable [21][23]. - Volkswagen is pursuing a dual strategy of maintaining its fuel vehicle lineup while investing heavily in electric vehicles, including partnerships with local companies to accelerate development [23]. Group 5: Future Outlook - The electric vehicle market in China is expected to see a significant increase in penetration rates, with forecasts suggesting it could reach 74% by 2030 [21]. - Volkswagen's upcoming launch of 30 new electric models between 2026 and 2027 is seen as a critical test for the company's ability to adapt and thrive in the evolving automotive landscape [24][25].

Core Viewpoint - Volkswagen is facing significant challenges in the U.S. electric vehicle market, particularly with the ID.4 model, which has seen a drastic decline in sales due to the withdrawal of federal subsidies and increased competition [1][4][5]. Group 1: Sales Performance - The ID.4, which was once a strong competitor against Tesla's Model Y, saw its sales drop from 38,000 units in 2023 to 17,000 units in 2024, with a further decline of 19% year-on-year in the first half of 2025 and a staggering 65% drop in Q2 2025, resulting in fewer than 2,000 units sold in that quarter [3][5]. - The loss of the $7,500 tax credit in January 2025 was a critical turning point for ID.4's sales, leading to a drastic decline in market performance [5][6]. - Following the end of subsidies on September 30, 2024, the market share for electric vehicles in the U.S. is expected to plummet to below 4%, approximately half of the current level [6]. Group 2: Financial Performance - Volkswagen's financial results for the first half of 2025 revealed a slight decrease in sales revenue to €158.4 billion, while operating profit plummeted by 32.8% to €6.7 billion, and net profit fell by 38% to €4.477 billion [8]. - The decline in profits is attributed to increased import tariffs in the U.S., resulting in a loss of €1.3 billion, and restructuring provisions in the Audi, Volkswagen passenger car, and Cariad software divisions amounting to €700 million [8]. Group 3: Software Challenges - Volkswagen's electric vehicle transition has been hampered by significant software issues, which have been identified as a core shortcoming compared to competitors [10][12]. - Despite early investments in electric vehicle development, Volkswagen has struggled with software problems that have affected user experience and market competitiveness [12][13]. - The company has initiated collaborations with Chinese tech firms to enhance its software capabilities, but the effectiveness of these measures remains to be seen [14]. Group 4: Market Strategy in China - Volkswagen has a long-standing presence in China, having established joint ventures that have significantly contributed to its sales, with over 28 million units sold [15][17]. - However, the company is currently facing challenges in the Chinese market, with a slight decline in deliveries and a forecasted 10% drop in sales for 2024 [17]. - Volkswagen's strategy includes maintaining its fuel vehicle lineup while investing heavily in smart electric vehicles, partnering with XPeng to accelerate new vehicle development [19]. Group 5: Future Outlook - The company is at a critical juncture, navigating the challenges of electric vehicle adoption, software development, and competitive pressures in both the U.S. and Chinese markets [21]. - The upcoming launch of approximately 30 new electric models in 2026 is seen as a pivotal moment for Volkswagen to regain its footing in the rapidly evolving automotive landscape [21].

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]

Core Viewpoint - SAIC Volkswagen is facing a significant crisis in the rapidly evolving electric vehicle market, where the growth of range-extended and hybrid vehicles has outpaced that of pure electric vehicles, prompting a strategic shift towards developing range-extended products like the ID.ERA, set to launch in 2026 [1][2][6]. Group 1: Market Dynamics - The pure electric vehicle market grew by 107% in 2023 compared to 2021, while range-extended and hybrid products surged by 492%, nearly five times the growth of pure electric vehicles [1]. - SAIC Volkswagen's ID. series has sold over 180,000 units in two and a half years, making it the leading joint venture electric vehicle series, although it has not met initial sales targets of 200,000 to 300,000 units annually [4][20]. Group 2: Strategic Shifts - The company has initiated the development of its first range-extended SUV, ID.ERA, to compete with models like Li Auto's L8/L9, marking a significant strategic pivot towards range-extended vehicles [2][10]. - The partnership with Volkswagen has evolved into a "Joint Venture 2.0" model, where product definition rights are transferred to China, allowing for more localized decision-making [7][8]. Group 3: Internal Changes and Leadership - The company has adopted a "red-blue army" strategy, inspired by Huawei, to foster internal competition and improve product development processes [5][24]. - The leadership emphasizes the importance of crisis awareness, a principle instilled since the company's early days, to adapt to market changes and consumer preferences [21][22]. Group 4: Product Development Focus - Key focus areas for the ID.ERA include achieving industry-leading energy management systems and enhancing smart cabin and driving assistance technologies [10][11]. - The development process involves careful trade-offs to ensure optimal vehicle weight and safety features, such as a backup capacitor system for accident scenarios, despite increasing costs [12][13]. Group 5: Marketing and Sales Strategies - The company has implemented a "one-price" sales model to simplify the purchasing process and enhance customer trust, moving away from traditional negotiation practices [31][33]. - Upcoming marketing strategies for 2025 and 2026 will focus on improving service quality and launching multiple new energy products, with a commitment to elevating customer satisfaction [34][36].

Group 1 - Volkswagen Group and SAIC Motor Corporation signed an agreement to extend their joint venture until 2040, making it the longest-running joint venture between a multinational corporation and a Chinese company in the automotive sector [2] - The joint venture, SAIC Volkswagen, was established in 1984 and has played a significant role in the development of China's automotive parts industry and modernization of the automotive sector [2] - The extension reflects the recognition of the achievements from 40 years of cooperation and highlights the importance of the Chinese market in the global strategies of multinational automotive companies [2] Group 2 - The European and American automotive markets have reached saturation, while China's automotive market continues to grow, maintaining its position as the world's largest automotive market since 2009 [3] - In 2022, China's automotive production and sales both exceeded 30 million units, showcasing the resilience and potential of the Chinese automotive industry [3] - The rise of electric and intelligent vehicles in China has led to unprecedented innovation, with the country becoming a global center for technological innovation in the new energy vehicle sector [3] Group 3 - Major multinational automotive companies like BMW and Mercedes-Benz are increasing their investments in the Chinese market, indicating their commitment and confidence in the future of the Chinese automotive industry [4] - BMW announced an investment of 20 billion yuan in its Shenyang production base, while Mercedes-Benz plans to invest 14 billion yuan to enhance its local product offerings [4] - The investments from these companies reflect their belief in the growth potential of the Chinese automotive market despite challenges faced by joint ventures [4] Group 4 - The Chinese automotive market is becoming increasingly competitive, with domestic brands gaining market share, particularly in the new energy vehicle segment [5] - Multinational companies are experiencing declining profits due to challenges in sales and performance in China, as the market shifts towards electric vehicles [5] - The transition to electric vehicles is a necessary but painful process for traditional automakers, emphasizing the need for collaboration with local partners to accelerate the transition [5]

Group 1 - The event "甲子征途·重载未来" commemorates the 60th anniversary of China's first heavy military off-road vehicle, highlighting the integration of technology, culture, and national defense education to inspire youth interest in the automotive industry [1][3] - The Hongyan brand, as a significant origin of China's heavy-duty automotive industry, embodies national memory and industrial spirit, with veterans donating valuable artifacts to the museum, enhancing historical respect and national defense awareness among youth [3] - A creative collection activity themed "My Green Travel" was held, where over 200 artworks were created by local youth, reflecting their innovative ideas and the integration of environmental concepts with technological literacy [3][5] Group 2 - A technology exhibition featured a commemorative dynamic model of "Hongyan Shenpao," developed collaboratively by students from Chongqing Engineering College and local youth, showcasing intelligent control and mechanical aesthetics [5] - An open class on the theme of becoming a strong automotive nation was conducted, detailing the development journey of China's automotive industry from introduction to independent innovation, using representative models like Hongqi CA770, Santana, and Wenjie M9 [5] - The event included a series of youth science popularization and intelligent connected vehicle racing competitions, utilizing the Hongyan CQ261 vehicle model for various challenges [7]

Core Viewpoint - The article highlights a historic moment in the Chinese automotive industry, marking a shift from "technology blood transfusion" to "intelligent self-supply," exemplified by SAIC Volkswagen's partnership with Momenta at the 2025 Shanghai Auto Show [1][2][10]. Group 1: Historical Context - SAIC Volkswagen, established in 1984, was the first joint venture car manufacturer in China, initiating the era of "technology blood transfusion" by introducing advanced manufacturing standards from Germany [11]. - The transformation from "Western for Chinese use" to "Chinese for Western use" signifies a pivotal change in the global automotive landscape [3][4]. Group 2: Technological Shift - The Shanghai Auto Show showcased over 20 new models from SAIC Volkswagen, including the ID.ERA concept car equipped with Momenta's intelligent driving solutions, indicating a new chapter in automotive intelligence [5][6][8]. - Momenta's technology, based on a dual approach of data-driven insights and operational capabilities, is set to enhance the potential of intelligent driving systems [20][22]. Group 3: Market Dynamics - The market share of joint venture car manufacturers has declined from over 60% in 2020 to less than 35% last year, prompting a need for growth strategies [35]. - The penetration rate of L2-level assisted driving has increased significantly, from 15% in 2020 to an expected 65% this year, reflecting a growing consumer acceptance of intelligent driving technologies [36]. Group 4: Industry Collaboration - Momenta has rapidly expanded its partnerships, securing over 130 designated models, which is five times more than the previous year, indicating a strong demand for intelligent driving solutions among automakers [32][33]. - Major global automotive brands, including General Motors and Toyota, have chosen to collaborate with Momenta, showcasing a trend of Chinese technology gaining traction in the international market [29][30]. Group 5: Future Outlook - The article suggests that the collaboration between SAIC Volkswagen and Momenta could be seen as a turning point for the Chinese automotive industry, with the potential for Chinese standards to influence global automotive practices [37][38]. - The shift in the automotive industry is characterized as a "singularity moment," where Chinese automotive technology is not just following but leading in certain areas [38][42].