Group 1: Sales Performance - In the first half of the year, FAW-Volkswagen achieved a total sales volume of 436,100 vehicles, representing a year-on-year increase of 3.5% [1] - The Volkswagen brand alone saw a June sales figure of 87,048 vehicles, up 12.5% year-on-year [1] - The fuel vehicle market share for FAW-Volkswagen's Volkswagen brand reached 7.6%, an increase of 0.7 percentage points year-on-year [4] Group 2: Product Strategy - FAW-Volkswagen plans to launch 10 new models targeting Chinese consumers starting in 2026, including 5 pure electric models and 2 plug-in hybrids [6] - The ID. AURA concept car, showcased at the 2025 Shanghai Auto Show, features a new electronic architecture for seamless integration with AI and smart driving systems [6] - The introduction of the "three-step" intelligent driving roadmap aims to enhance fuel vehicle capabilities with advanced driving features [8] Group 3: Marketing and User Engagement - FAW-Volkswagen has shifted to a customer-centric marketing model, transitioning from traditional sales management to a more integrated approach [11] - The company launched initiatives like "Craftsmanship Service" and "Heartfelt Journey 2.0" to enhance customer rights and improve service quality [13] - A comprehensive service supervision system has been established to ensure high service standards and customer satisfaction [13] Group 4: Channel Expansion - In the first five months of the year, FAW-Volkswagen recruited over 70 new dealerships, with a total of 900 dealerships now operational [14] - The brand has introduced a "lightweight" channel model to reduce costs for both the brand and dealers while expanding its market presence [16] - The new store opening process has been streamlined, allowing for rapid establishment of new dealerships, with some opening in as little as 36 days [16] Group 5: Future Outlook - The company emphasizes the importance of maintaining strategic focus and agile marketing capabilities to achieve high-quality growth by 2025 [17] - FAW-Volkswagen is committed to navigating the competitive landscape and industry transformation effectively [17]

Core Viewpoint - FAW-Volkswagen aims for a comprehensive strategy that integrates traditional fuel vehicles, electric opportunities, hybrid efficiency, and intelligent experiences, as highlighted by the launch of the ID.AURA electric concept car and smart cockpit at the Shanghai Auto Show [1][3]. Group 1: Product Development and Innovation - The ID.AURA, a compact electric sedan, features a new CEA electronic architecture that seamlessly integrates with AI cockpit and driving assistance technologies, enhancing the brand's sustainable and intelligent capabilities [3]. - The combination of the CMP electric platform and CEA architecture is expected to increase the speed of product development and market launch by over 30% [3]. - FAW-Volkswagen plans to launch 10 new models starting in 2026, covering a range of powertrains including pure electric, plug-in hybrid, range-extended, and fuel vehicles [5]. Group 2: Smart Cockpit and User Experience - The company introduced the self-developed "Comfort Smart Cockpit," which redefines the relationship between users and vehicles by transforming the cockpit into a mobile living space [5]. - The smart cockpit utilizes innovative sound technology, reducing energy consumption by 72% compared to traditional speaker systems, and features advanced connectivity capabilities [5]. - The design of the cockpit reflects FAW-Volkswagen's craftsmanship and traditional advantages in coating technology [5]. Group 3: Customer-Centric Policies - FAW-Volkswagen is enhancing its core competitiveness in quality and service by implementing a "double lifetime warranty" policy for its entire fuel SUV lineup, addressing customer concerns [7]. - The lifetime warranty can save customers between 10,000 to 50,000 yuan in maintenance costs over 15 years, with additional savings on original parts [9]. - The company's approach combines technological advancement with a long-term commitment to customer needs, balancing the transition to electric vehicles with traditional fuel offerings [9].

撰 文 / 张 霖郁 设 计 / 张 萌 2025年上海车展期间，作为国内重要的德系合资企业之一，一汽-大众凭借现有车型、明年即将 交付的新能源车型以及自身的技术以及服务体系，展现出明确的转型信息，开启合资车企尤其 德系合资车企的反击元年。 CMP概念车，不只是概念 此次车展期间，一汽-大众重磅发布纯电概念车ID. AURA，面向中国年轻家庭群体，基于CMP平台 打造，同时搭载CEA电子电气架构。 CMP平台完全针对中国市场，由大众集团在中国本土的研发中心自主决策研发，这也是大众汽车在 华40年以来首次放权给本土团队。 电子电气架构CEA 由大众集团旗下软件公司CARIAD中国和大众集团在中国的研发中心合力完成。 一汽-大众将率先在2026年推出代表大众集团在纯电领域最先进的杀手锏CMP+CEA组合的车型，即 ID. AURA的量产车型。 ID. AURA外观充满力量感，短前后悬，车身侧面修长，具有时尚掀背轿车的运动比例。前大灯犀 利，贯穿式，和车头中央发光式大众汽车徽标组合，彰显车身宽度，同时增强了车辆蓄势而发、强 劲有力的视觉效果。 这是一款流畅且运动，富有"肌肉"的车型。 内饰设计方面，采用了极简风格， ...

Core Viewpoint - FAW-Volkswagen's introduction of the "Double Lifetime Warranty" policy signifies a fundamental shift in the competitive logic of the Chinese automotive industry, emphasizing quality and service over price wars and technology battles [1][2][10] Group 1: Policy and Market Position - The "Double Lifetime Warranty" includes lifetime coverage for both the vehicle and original parts, breaking industry norms and elevating customer service commitments [1][2] - This policy reflects FAW-Volkswagen's confidence in German engineering and serves as a sincere response to Chinese consumers [2][10] - The company aims to redefine competition by focusing on quality and service, moving away from price competition [2][9] Group 2: Quality Assurance and Manufacturing Standards - FAW-Volkswagen's commitment to quality is demonstrated through rigorous testing and high manufacturing standards, including a 193,000 km road test equivalent to circling the equator 48 times [3][5] - The production process involves advanced technologies such as a 8100-ton press operating at 18 cycles per minute, achieving micron-level precision [3][4] - The company employs over 1,200 robots in its manufacturing process, achieving an 85% automation rate in welding, which enhances structural integrity [3][4] Group 3: Service Network and Customer Commitment - FAW-Volkswagen has a vast service network with 890 authorized dealers across China, ensuring comprehensive customer support [8] - The "Double Lifetime Warranty" is designed to save customers between 10,000 to 50,000 yuan in maintenance costs over 15 years, with additional benefits for regular service [9][10] - The company emphasizes a long-term commitment to customer service, with a focus on transparency and standardized processes [8][9] Group 4: Innovation and Local Adaptation - FAW-Volkswagen is shifting from a global coordination strategy to a locally driven approach, enhancing its R&D capabilities to meet the fast-evolving Chinese market [7] - The introduction of the ID. AURA electric concept car and the "Comfort Smart Cabin" showcases the company's focus on local innovation and user-centric design [7] - The company plans to launch 10 new models by 2026, including 5 electric vehicles, as part of its strategy to adapt to market demands [7] Group 5: Long-term Vision and Industry Impact - FAW-Volkswagen's commitment to quality and service is seen as a pathway for China to transition from a "big automotive country" to a "strong automotive country" [10] - The company's approach serves as a model for the industry, advocating for a focus on quality over short-term gains [10] - The leadership emphasizes that maintaining quality standards is essential for long-term customer trust and industry sustainability [10]

Core Viewpoint - The 2025 Shanghai International Auto Show showcased FAW-Volkswagen's commitment to electric and intelligent transformation, highlighting innovative products like the ID.AURA concept car and the new flagship SUV, the all-new Langjing [1][2][10]. Group 1: Product Highlights - The ID.AURA, FAW-Volkswagen's first CMP platform concept car, features a youthful design and advanced CEA electronic architecture, enhancing connectivity and response speed by over 30% [2][4]. - The all-new Langjing SUV, designed for families, boasts a spacious interior with an 87.2% space utilization rate and the ability to carry four suitcases without folding the third row [6][8]. - The new Langjing is powered by the fifth-generation EA888 2.0T engine, achieving a 23.5% increase in maximum power and a 14.3% increase in peak torque, while reducing fuel consumption to 8.33L/100km [8]. Group 2: Strategic Initiatives - Starting in 2026, FAW-Volkswagen plans to launch 10 new models, including 5 pure electric and 2 plug-in hybrid vehicles, tailored to meet the needs of Chinese consumers [10]. - The company is shifting from a "global collaboration" model to a "local leadership" approach, enhancing its role in product definition and development to better serve local market demands [10][11]. - FAW-Volkswagen emphasizes quality and service as core competitive advantages, implementing a "double lifetime warranty" policy for its entire fuel SUV lineup [11]. Group 3: Technological Advancements - The self-developed Shugang Zhiyu cockpit features innovative technologies like intelligent music glass, reducing energy consumption by 72% compared to traditional systems [4]. - The integration of advanced technologies in the ID.AURA and the Shugang Zhiyu cockpit reflects FAW-Volkswagen's commitment to leading the future of mobility [2][4]. Group 4: Market Positioning - FAW-Volkswagen aims to drive high-quality development in the Chinese automotive industry by focusing on technological innovation, customer-centric approaches, and safety standards [11]. - The company is determined to redefine the standards of luxury and comfort in the automotive sector, leveraging its 34 years of experience in the Chinese market [4][11].

Core Insights - FAW-Volkswagen launched the ID.AURA, the first concept car built on the CMP platform specifically for the Chinese market, showcasing its commitment to local development and innovation [2][3] - The CMP platform supports electric, hybrid, and plug-in hybrid vehicles, emphasizing the company's strategic focus on electrification and intelligent technology [3][6] - The introduction of the fifth-generation EA888 engine in the new model, which improves power by 23.5% and torque by 14.3%, reflects advancements in fuel efficiency and performance [4][5] Strategic Developments - FAW-Volkswagen's strategy includes launching 11 new models tailored for the Chinese market by 2026, with a focus on electric and hybrid vehicles [6] - The company aims to enhance its market share in the rapidly growing Chinese electric vehicle sector, projected to reach 10 million units by 2025, accounting for over 50% of the global market [6] - The partnership between FAW and Volkswagen emphasizes local development and increased investment in research and development to meet market demands [6] Market Performance - In March, FAW-Volkswagen sold 154,000 vehicles, with a 1.4% increase in fuel vehicle sales, indicating resilience amid competitive pressures [7] - The company plans to launch several new fuel models, including the new generation of the Sagitar and the new Lavida, within the year [7] - FAW-Volkswagen's strategy encompasses a comprehensive approach to maintain advantages in fuel vehicles while seizing opportunities in electric and hybrid segments [7]