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].

在智能电动化浪潮席卷全球的今天，中国汽车产业正经历前所未有的结构性变革。上汽集团以2025年一 季度净利润30.2亿元、自主品牌销量占比突破64.4%、新能源单月销量12.8万辆的亮眼数据，交出了一 份逆势上扬的答卷。这不仅是数字的胜利，更是一场从技术研发到组织架构、从生态布局到全球化战略 的体系化进化。通过"组织进化、技术破壁、生态重构、全球突破"四维裂变，上汽正为中国汽车工业的 转型升级提供全新范式。 组织进化：激活自主基因，重塑大兵团作战体系 经观汽车 5月15日下午，在位于长江入海口的上海海通汽车专用码头现场，上汽集团旗下安吉物流投资建造的全 球最大汽车滚装船安吉安盛号正式举办新船交付、命名及首航仪式。这艘拥有9500车位的大型汽车滚装 船装载着上汽MG3、MG HS、MG Cyberster等自主品牌车型近5000辆以及奇瑞、比亚迪、长安、长城等 中国品牌汽车首航欧洲，承载起上汽乃至中国汽车更广阔的海外发展前景。 上汽的逆势增长，始于一场深刻的组织革命。 上汽集团自2024年以来实施全面深化改革，在全新改革版图中，自主品牌位居核心位置。在组织架构方 面，上汽集团将上汽乘用车、上汽国际、研发总院、零束 ...

亿欧汽车独家获悉，在2024年上汽与大众连续签订战略协议之前，上汽大众中方团队曾拆掉ID.4 X的原装零部件，然后换装上汽零束和中国供 应商的零部件，不但提高了ID.4 X的性能，还大幅降低了成本。 首先是在2024年5月，上汽集团与大众汽车集团旗下奥迪汽车签订协议，启动上汽奥迪ADP智能数字平台的联合开发。6月，上汽集团与大众汽车集团再次 达成战略协议，中德双方将共同为上汽大众"技术赋能"，开发3款插电混动车型以及2款纯电车型。 根据这两份战略协议，上汽大众在新能源领域的产品布局和技术能力将更为完善，产品型谱更是一口气规划到了2030年以后。 到了2025年，ADP平台首款量产车型AUDI E5 Sportback和大众品牌首款增程车型ID.ERA同步完成首秀，中德赋能下的两款新车仿佛安亭总部那两只"黑天 鹅"，强有力的扭转了外界看衰上汽大众甚至整体合资车企的预期。 在2024年的美国，大众团队复制了同款操作，把多辆奥迪掏空，然后换装Rivian的零部件。最终，大众决定投资Rivian，合计58亿美元。 基于上汽大众的合资架构，大众与上汽的合作成果耗时更短，覆盖车型更多，40年之久的合资历史更是让大众与上汽 ...

"几家欢喜几家愁"，用来形容近几年中国汽车市场，非常合适。 回顾过往，合资品牌市占率一直居高不下，最高占比甚至超过了70%。消费者对合资品牌的认可，结合当时较为弱势的中国汽车工业，让合资品牌迅速发 展。时过境迁，伴随近几年中国汽车品牌的崛起、新能源渗透率持续走高、价格战不断升级及消费市场对新产品新技术的旺盛需求，市场环境正发生着巨 变。 以刚刚过去的2025年3月来看，主流合资品牌的市占率已不足25%。面对如此巨幅的萎缩，若想保住市场，如何重拾国内消费者的关注，是摆在每个合资 品牌面前绕不开的课题。4月23日上海车展正式开幕，作为2025年的第一个A级车展，或许我们能从中找到答案。#2025我在上海车展# 合资品牌光环不再 回到过去，合资品牌绝对是市场上的香饽饽，不少消费者都把能开上一辆合资品牌的汽车，作为自己奋斗的小目标。 可是，此情此景早已一去不复返，问界、小米等新晋品牌成了现在的"香饽饽"。 大家可以在商场闲逛时顺便看车，手机上下单，实时掌握车辆的生产进 度，之后等着新车到手即可。曾经备受追捧的合资品牌，虽然通过直播或是社交平台起到了一定作用，但很难达到商场体验店的效果。 除了购物体验上的差异，产品体验 ...

Group 1 - SAIC Group showcased over a hundred new vehicles from ten brands during the 2025 Shanghai International Auto Show, emphasizing its strategic themes of "Glocal global vision and local craftsmanship" [1][3] - The new models presented include the IM L6, Roewe Mingzhu concept car, Roewe D6, MG Cyberster 2026, MG Cyber X, and several others, highlighting the company's commitment to innovation and technology [1][5] - The IM L6 features advanced technologies such as the Lingxi digital chassis 2.0, IM AD3.0 intelligent driving assistance, and IMOS4.0 AI ecological cockpit [3][5] Group 2 - Roewe D6 officially launched, equipped with CTB battery integration technology and a unified thermal management system [5][7] - MG brand introduced the Cyberster 2026 with new color options and features, while also announcing plans to release eight new models over the next two years [7] - SAIC Maxus presented the new hybrid light commercial vehicle "New Tu Yuanjie" and plans to launch 15 new energy commercial products [9][12] Group 3 - SAIC Volkswagen unveiled the ID.ERA, the first full-size extended-range SUV concept, and the Audi E5 Sportback, the first mass-produced model from the new SAIC Audi brand [9][12] - Buick launched a new high-end electric sub-brand "Zhijing" and showcased multiple models based on the "Xiaoyao" super fusion architecture [12] - Cadillac introduced the LYRIQ-V, its first pure electric model in the V series, further expanding its electric vehicle lineup [12]