曾经的老师，成了现在的学生？ 奥迪没了四个圈，那还能叫奥迪吗？能，叫AUDI也行。 因为，正准备上市的AUDI E5 Sportback，就是奥迪与上汽联合推出的新品牌，虽然没了奥迪的四个圈车标，但外形、性价比却都很香。 新上市的奥迪汽车，让"面子派""里子派"的车主，彼此展开了观点论战；同样与奥迪有渊源的一汽，则判定这款新车不正宗。 另一边，疑似换壳智己L6的传闻，更让这款车显得迷雾重重，鉴于东风日产N7、以及丰田bZ5的成功，类似这种中国特供车型，确实很容易获得网友青 睐。 外资车企想要守住中国市场，除了推出中国特供车型外，还可以分成"出钱入股派""平台共享派""技术合作派"，入乡随俗地进行本土化竞争。 毕竟，取其精华、去其糟粕的学习准则，始终被中国车企所牢记；这一次，压力山大的外资车企，该学习学习我们了。 车标去哪了？ 最近，奥迪有款新车上市，但车标似乎有点问题。 四个圈的奥迪车标，没出现在这款车身上，取而代之的AUDI字样，让它充满了山寨气质。 奥迪没有四个圈的车标，是因为这款车不叫奥迪，而叫AUDI，汉语音同字不同的特性，被厂家给玩明白了。 读音上碰瓷中高端车企，奥迪法务为何还不出手？这是因为，这款 ...

Group 1: Audi E5 Sportback - Audi E5 Sportback officially launched pre-sales on August 18, with a price range of 235,900 to 319,900 yuan [1] - The vehicle is based on a smart digital platform co-developed by SAIC and Audi, positioning it as a pure electric mid-size sedan with single and dual motor versions [1][4] - The design closely follows the Audi E concept car, featuring a closed front face and hatchback shape, with a sporty aesthetic highlighted by dynamic lighting [1][4] - Dimensions are 4881mm in length, 1960mm in width, 1479mm in height, and a wheelbase of 2950mm [1] - Interior features include a 59-inch integrated screen, Qualcomm Snapdragon 8295 chip, and a minimalist design [2] - The vehicle supports advanced driving assistance with 27 sensing hardware components and NVIDIA Orin-X chip for various driving scenarios [4] - Powertrain options include single motor versions with 299 hp and 408 hp, and dual motor versions with 525 hp and 787 hp, with battery capacities ranging from 76.2 to 100 kWh [4] Group 2: Market Competition - The E5 Sportback enters a competitive market against Tesla Model 3, NIO ET5T, and Zeekr 007, showcasing strong product capabilities in smart features and performance [6] - The model's market performance will heavily depend on consumer recognition of "Audi manufacturing" quality and brand heritage, reflecting Audi's localization strategy in China [7] Group 3: GAC Haobo HL Range Extender - GAC's Haobo HL range extender version launched on August 19, with a price range of 269,800 to 299,800 yuan, featuring a 1.5T range extender system [9] - The vehicle offers a CLTC pure electric range of 350 km, with a focus on reducing entry price compared to earlier electric versions [9][12] - Dimensions are 5126mm in length, 1990mm in width, and 1750mm in height, maintaining a business-oriented design [9] Group 4: Extreme Fox T1 - Extreme Fox T1 pre-sales began on August 22, with a price range of 68,800 to 93,800 yuan, marking the brand's first A0-class pure electric vehicle [14] - The vehicle offers a maximum CLTC range of 425 km and features a spacious design with dimensions of 4337mm in length, 1860mm in width, and 1572mm in height [14][16] - Interior includes a 15.6-inch central screen and customizable cabin functions, targeting the competitive small electric vehicle market [19] Group 5: Haval Menglong PHEV - The 2026 Haval Menglong PHEV launched on August 19, with a starting price of 173,800 yuan, featuring updated design and second-generation Hi4 hybrid technology [21][22] - The vehicle offers a maximum pure electric range of 200 km and dimensions of 4800mm in length, 1950mm in width, and 1843mm in height [22][24] - Competing in the compact SUV segment, it aims to attract outdoor-oriented users with enhanced electric range and intelligent driving capabilities [24] Group 6: Dongfeng Fengxing Xinghai V9 - The 2026 Dongfeng Fengxing Xinghai V9 launched on August 21, with a price range of 179,900 to 199,900 yuan, featuring a 1.5T plug-in hybrid system [27] - The vehicle offers a CLTC pure electric range of 200 km and a total range of 1300 km, with a length of 5230mm and a wheelbase of 3018mm [27][30] - Competing in the mid-large MPV market, it emphasizes space and configuration, although brand recognition remains a challenge [31]

据介绍，在新能源动力方面，E5 Sportback搭载前后永磁同步电机，加速至100公里/小时仅需3.4秒。集 成宁德时代CTP无模组电池，可带来最高773km的超长续航，配合800伏高压平台架构，实现10分钟快 速补能370公里。电控系统兼具高效率、耐高温与耐高压特性。 据介绍，上汽集团与奥迪联合打造的豪华电动车品牌AUDI首款量产车型E5 Sportback开启预售，全系推 出先锋型、先锋plus型、先锋quattro型和旗舰quattro型配置车型，限时售价23.59万元起。 在豪华纯电车市场，30万元左右的价格区间一直是竞争的焦点。此前，不少豪华纯电车型起售价在30万 元以上，这在一定程度上限制了其市场份额的进一步扩大。而E5 Sportback则打破了这一价格壁垒。 据奥迪研发人员介绍，E5 Sportback高度还原概念车前瞻设计，是奥迪全新电动车设计语言在华的首发 之作。新车通过精雕车身线条，创新性地采用封闭式格栅设计，以及电子外后视镜和贯穿式扰流板等设 计，为用户带来兼具高效能与运动乐趣的驾乘体验。 "随着预售开启与量产同步启动，E5 Sportback整装待发。"全新AUDI品牌CEO宋斐明 ...

Core Insights - SAIC Motor Corporation reported a significant increase in vehicle sales, with July sales reaching 338,000 units, a year-on-year growth of 34.2%, marking the seventh consecutive month of growth in 2023 [1] - Cumulative vehicle sales from January to July reached 2.39 million units, a 15% increase year-on-year, with retail deliveries hitting 2.567 million units, indicating an improving production and sales structure [1] Group 1: Sales Performance - In July, SAIC's self-owned brand sales reached 214,000 units, up 39.4% year-on-year, while new energy vehicle (NEV) sales were 117,000 units, reflecting a 64.9% increase [3] - Overseas market sales totaled 82,000 units, demonstrating steady growth despite various challenges [3] - SAIC's joint venture brands also saw a rebound, with sales increasing by 26.1% year-on-year, supported by the launch of new models such as the SAIC Audi A5L Sportback and Buick's high-end sub-brand "Zhijing" [3] Group 2: Product and Market Development - From January to July, cumulative sales of SAIC's self-owned brands reached 1.518 million units, a 23.3% increase, accounting for 63.5% of total sales, up 4.3 percentage points from the previous year [3] - Upcoming new models, including the Roewe M7 DMH and the new MG4, are expected to further boost sales for SAIC's self-owned brands [4] - In the NEV segment, cumulative sales reached 764,000 units from January to July, a 43.5% increase, outpacing the overall NEV market growth [4] Group 3: International Market Performance - SAIC's products are sold in over 170 countries and regions, with significant market presence in Europe, where it has achieved a cumulative sales volume exceeding 6 million units [4] - In the European market, SAIC's MG brand delivered nearly 180,000 units from January to July, achieving double-digit growth, particularly with HEV models outperforming many overseas competitors [4]

Group 1 - The launch of the SAIC Audi A5L Sportback on August 1 marks a significant product in the transition of traditional luxury brands, featuring hidden laser radars for advanced driver assistance systems [2] - The A5L Sportback is the world's first fuel vehicle equipped with Huawei's QianKun intelligent driving system, highlighting the collaboration between a multinational automotive company and a Chinese tech firm [3][5] - Despite the rapid development of new energy vehicles in China, fuel vehicles still hold a substantial market share, with projected sales of 18.57 million units in 2024, a 9.8% year-on-year decline, yet maintaining nearly 60% market share [2] Group 2 - The intelligentization of fuel vehicles has lagged behind electric vehicles, with challenges such as slow system response times and insufficient redundancy [3] - SAIC Audi's partnership with Huawei aims to address three core challenges in fuel vehicle intelligentization: stable energy management, real-time data feedback, and precise motion response [3] - The A5L Sportback is priced starting at 259,900 yuan after limited-time discounts, positioning it competitively against the Tesla Model 3 [3][5] Group 3 - SAIC Audi, established in 2021, is a young joint venture brand that previously focused on niche markets with models like the A7L and Q6 [4] - The A5L Sportback is a key step in SAIC Audi's dual-brand strategy, with plans to balance electric transformation and fuel vehicle competitiveness [5] - The new AUDI brand will focus on new energy vehicles, while the traditional Audi four-ring brand will continue to develop high-end fuel vehicles with advanced driver assistance systems [5]

Core Insights - SAIC Volkswagen has achieved a terminal sales volume of 523,000 units in the first half of 2025, representing a year-on-year increase of 2.3%, with June sales reaching 96,000 units, up 15.1% [1][2] - The company is preparing for a significant product year in 2026, with nearly seven new energy products expected to launch, which is anticipated to enhance market competitiveness and improve revenue and profitability [2][3] Sales Performance - In the first half of 2025, SAIC Volkswagen ranked sixth among domestic manufacturers in terms of sales, outperforming several competitors such as GAC Toyota and Dongfeng Nissan [1] - The company’s key fuel models, including the Lavida, Passat, and Tiguan, achieved significant sales, with Lavida selling 136,900 units, Passat 115,100 units, and Tiguan 91,100 units, making them the top sellers in their respective categories [1] Financial Goals and Challenges - Despite the sales growth, SAIC Volkswagen has not met its financial targets, prompting a call for collective effort to face challenges head-on [2] - The sales target for 2025 is set at 1.2 million units, maintaining the same level as 2024, with a completion rate of 43.6% in the first half [2] Strategic Focus Areas - The first strategic focus is on product portfolio optimization, assessing each project’s potential for sales and profitability [3] - The company aims to enhance product strength while maintaining quality and safety, leveraging competitive costs and advanced software and technology systems [3] New Product Development - In 2026, SAIC Volkswagen plans to launch nearly seven new energy products, including two pure electric models and three plug-in hybrid models, alongside two range-extended models [3] - The company is collaborating with local suppliers for intelligent systems, such as the IQ.Pilot developed with DJI for specific Chinese road conditions [3] Pricing Strategy - SAIC Volkswagen emphasizes the importance of stable market pricing and effective marketing activities to align with competitors' profitability levels [5] - The company has implemented a "one-price" strategy to eliminate price discrepancies and enhance customer service focus among dealers [5] Cost Optimization Initiatives - The company is pursuing cost reduction and efficiency improvements, with a focus on maintaining product safety and reliability while enhancing technological leadership [6][7] - A special cost optimization and efficiency enhancement plan has been initiated for the second half of 2025, with clear management and tracking mechanisms established [6] Organizational Changes - SAIC Volkswagen has reformed its dealer assessment system to prioritize retail performance and service quality over wholesale metrics [10] - A new department focused on user service has been established to improve customer experience and ensure that overall corporate interests take precedence over departmental interests [10] Innovation and Market Adaptation - The company encourages innovative thinking and breaking conventional norms to adapt to market changes, as demonstrated by past successful product launches [8] - The ID family of electric vehicles has achieved over 180,000 units in sales, establishing SAIC Volkswagen as a leader in the joint venture electric vehicle market [8][9]

Core Viewpoint - Audi has retracted its plan to stop the development and sale of internal combustion engine (ICE) vehicles by 2033, indicating a shift towards a more flexible product strategy that includes ICE, plug-in hybrid, and electric vehicles [2][3] Group 1: Audi's Strategy - Audi China emphasizes its commitment to electric mobility while maintaining the appeal of ICE models beyond 2026, reflecting the need for a diverse product lineup due to market volatility [2] - The global CEO of Audi confirmed that the company will continue to launch new ICE and plug-in hybrid models from 2024 to 2026, enhancing flexibility for the next decade [2][3] - Audi plans to lead the development of large vehicle platforms and software systems within the Volkswagen Group, covering all models from the A5 level upwards [2] Group 2: Market Context - The initial plan for Audi to release its last ICE vehicles in 2026 and achieve full electrification by 2033 has been adjusted due to uneven market development and varying rates of electric vehicle adoption globally [3] - Other automakers, such as Volvo and Mercedes-Benz, have also revised their electrification timelines, opting for a dual approach of maintaining ICE alongside electric vehicles [3] - Industry experts highlight the high upfront costs of electrification and the ongoing profitability of ICE vehicles, prompting automakers to strategically adjust their plans to ensure steady growth [3] Group 3: Financial Performance - For the fiscal year 2024, Audi Group reported revenues of €64.532 billion, a decrease of 7.6% year-on-year, with operating profit dropping to €3.903 billion, down by €2.377 billion [4] - Audi China acknowledges significant differences in global market development, noting that while North America has delayed its "turning point," the Chinese market has already surpassed it [4] Group 4: Electric Vehicle Initiatives - In China, Audi is accelerating its electrification efforts and collaborating with local supply chains to enhance competitiveness [5] - The Q6L e-tron family, based on the PPE luxury electric platform, has officially begun pre-sales in the Chinese market, marking a significant step in Audi's electric vehicle strategy [5] - Audi's first mass-produced model, the AUDI E5 Sportback, was unveiled at the Shanghai International Auto Show, showcasing the brand's commitment to electric mobility [5]

Core Viewpoint - The traditional luxury car brands represented by BBA (BMW, Benz, Audi) are facing significant challenges in the Chinese market, with local luxury brands rapidly gaining market share and altering consumer perceptions of luxury vehicles [1][3][20]. Group 1: Market Dynamics - The global sales of BBA brands are declining, with BMW and Benz experiencing the largest drops in China, with sales down 13% and 7% respectively, while Audi's sales fell by approximately 11% [1][3]. - The Chinese luxury car market is evolving, with the segment priced between 200,000 to 300,000 yuan experiencing a 92% growth from 1.982 million units in 2018 to 3.822 million units in 2024 [3][18]. - In 2024, domestic high-end brand passenger car sales are projected to reach 4.738 million units, reflecting a 2.3% year-on-year increase [3][18]. Group 2: Audi's Strategic Shift - Audi is launching a new AUDI brand in China, aiming to attract younger consumers and differentiate itself in the luxury market [2][3]. - The AUDI E5 Sportback, which debuted shortly before the Shanghai Auto Show, represents Audi's commitment to electric and intelligent vehicle technology, with a focus on local partnerships for battery and smart driving solutions [2][4][7]. - Audi's collaboration with local suppliers like CATL for battery systems and Momenta for intelligent driving technology highlights a strategic pivot towards leveraging Chinese innovation [2][9][11]. Group 3: Competitive Landscape - Traditional luxury brands are increasingly adopting Chinese smart automotive solutions, with BBA brands collaborating with local companies to enhance their technological offerings [9][10][21]. - The shift towards smart and electric vehicles is not just limited to BBA; other foreign brands are also forming partnerships with Chinese suppliers to adapt to the rapidly changing market [10][13]. - The competitive landscape is intensifying, with the Chinese market leading in the adoption of new energy vehicles, achieving over 50% penetration, while other regions lag behind [18][20]. Group 4: Future Outlook - The success of BBA brands in China is seen as critical for their global strategy, with significant investments planned for new electric models and local R&D initiatives [17][20]. - The rapid development of smart and electric vehicles in China is expected to influence global automotive trends, with Chinese solutions beginning to penetrate international markets [21].

Core Viewpoint - SAIC Group is undergoing a significant transformation in the automotive industry, marked by the launch of the world's largest car carrier, the Anji Ansheng, which symbolizes the company's commitment to expanding its global footprint and enhancing its overseas development prospects [1] Group 1: Organizational Evolution - The reverse growth of SAIC Group is driven by a profound organizational revolution initiated in 2024, focusing on integrating core businesses of its self-owned brands into a "large passenger vehicle" segment to maximize resource efficiency and effectiveness [2] - The establishment of the "large commercial vehicle" segment centered around SAIC Maxus aims to consolidate commercial vehicle resources and implement a globally advanced development strategy [2] - In the first quarter, self-owned brand sales reached 601,000 units, accounting for 63.6% of total sales, reflecting a qualitative change in resource allocation efficiency [2] Group 2: Technological Innovation - SAIC has invested heavily in R&D, creating a competitive moat with breakthroughs such as the Intelligent Cockpit system and the world's most efficient hybrid engine, showcasing its leadership in the integration of mechanical and electrical systems [6][10] - The company is leveraging its partnerships in the joint venture sector to enhance its technological capabilities, with SAIC Volkswagen and SAIC Audi launching innovative products that integrate advanced technologies [8] - The development of solid-state batteries with a 400Wh/kg energy density and a 30% cost reduction is set to revolutionize the battery competition landscape [10] Group 3: Ecological Reconstruction - The launch of the SAIC Shangjie brand represents a shift from product competition to ecological competition, emphasizing deep collaboration with Huawei in smart vehicle technology [12] - User engagement initiatives, such as the "Original Stone Valley" blockchain system, are transforming vehicles into mobile smart terminals and digital living spaces, creating a closed-loop ecosystem [12] Group 4: Global Expansion - SAIC's "Glocal" strategy has led to a 38% year-on-year increase in overseas retail sales in the first four months, with a 28% share of new energy vehicles, demonstrating the effectiveness of localized strategies [13][15] - The company has established a comprehensive global automotive supply chain, entering over 100 countries and regions, and plans to launch 17 new overseas models in the next three years [15] - SAIC's flexible supply chain strategy, including the establishment of charging networks in Southeast Asia and joint R&D centers in Europe, is turning geographical risks into competitive advantages [15] Conclusion - With 70 years of automotive experience and innovative spirit, SAIC is proving that the transformation of traditional automakers is a comprehensive revolution encompassing strategy, technology, organization, and ecology, positioning itself for high-quality growth in the intelligent electric vehicle sector [16]

Core Insights - SAIC Volkswagen has successfully enhanced the performance of the ID.4 X by replacing original parts with components from local suppliers, significantly reducing costs and improving efficiency [1][13] - In 2024, SAIC Volkswagen and Volkswagen Group signed two strategic agreements to develop new energy vehicles, including three plug-in hybrid models and two pure electric models, with a product roadmap extending to 2030 [1][19] - The collaboration between SAIC and Volkswagen has been strengthened by their 40-year partnership, allowing for quicker development cycles and a broader range of models [1][15] Group 1 - SAIC Volkswagen's modifications to the ID.4 X have led to notable performance improvements and cost reductions, showcasing the company's R&D capabilities [1][13] - The investment of $5.8 billion by Volkswagen in Rivian and $700 million in XPeng reflects the group's commitment to new energy vehicles, while SAIC Volkswagen's initiatives are seen as equally valuable [5][6] - The first mass-produced models from the ADP platform, AUDI E5 Sportback and ID.ERA, are set to debut in 2025, countering negative perceptions of joint venture automakers [2][19] Group 2 - The rapid development of AUDI E5 Sportback and ID.ERA demonstrates the effective collaboration between Chinese and German teams, utilizing time zone differences for seamless project execution [15][19] - SAIC Volkswagen's marketing efforts, including engaging with consumers through live streaming, highlight the company's commitment to customer feedback and market responsiveness [18][19] - The company has maintained a strong market presence in traditional fuel vehicles, achieving a market share of over 8.5% in Q1 2025, indicating resilience amid the shift towards electric vehicles [20]