Core Viewpoint - Xiaopeng Motors and Volkswagen Group announced an expansion of their jointly developed Centralized Electronic Architecture (CEA) to include fuel and hybrid vehicles starting in 2027, marking a significant shift in their collaboration [2][4]. Group 1: Collaboration Details - The CEA architecture will be applied to Volkswagen's locally developed electric vehicles and will expand to fuel and hybrid models, enhancing the scale and competitiveness of Volkswagen's offerings in the Chinese market [2][4]. - The first electric vehicle developed under this collaboration is expected to launch in 2026, with a joint development team established in Guangzhou and Hefei [3][4]. - CEA architecture is developed by Volkswagen (China) Technology Co., CARIAD China, and Xiaopeng Motors, with CARIAD playing a crucial role in integrating advanced driver assistance systems and smart cockpit software [3][5]. Group 2: Market and Technical Implications - The shift to CEA architecture is seen as a response to the need for technological iteration, market competition, and industry transformation, as traditional fuel vehicles face declining sales [4][5]. - The centralized control architecture simplifies system complexity and reduces costs, enabling faster iterations for software-defined vehicles, which is essential for Volkswagen's transition from a distributed architecture [5][6]. - Volkswagen's current performance in the Chinese market shows a low penetration of electric vehicles, with only about 20,000 units delivered in 2024, indicating a need for improved competitiveness in the growing EV market [6][7]. Group 3: Strategic Benefits - By expanding the CEA architecture, Volkswagen aims to enhance the digital capabilities of its entire vehicle lineup, allowing for over-the-air updates and better alignment with customer needs [2][5]. - Xiaopeng Motors seeks to leverage Volkswagen's supply chain and production scale to reduce R&D costs and diversify revenue sources, as it continues to face financial challenges [6][7]. - The collaboration allows Xiaopeng to share the costs of electronic and electrical development while gaining access to Volkswagen's global supply chain and market presence [7].

Group 1 - Xiaomi's YU7 achieved over 200,000 pre-orders in just three minutes, setting a new benchmark in the smart car industry, which is seen as a "myth" that few can replicate [1] - The success of YU7 is attributed to its emotional value, appealing design, competitive pricing, and strong marketing by Lei Jun, which resonated with consumers [1][2] - Other companies, such as XPeng, are also focusing on emotional value in their products, with XPeng's new P7 emphasizing both technology and aesthetics [2][3] Group 2 - The concept of emotional value is becoming central to the strategies of various automakers, with XPeng's founder emphasizing the importance of aesthetics alongside technology [2][3] - Companies like Li Auto, Leap Motor, and Great Wall are also working on enhancing emotional value in their products, indicating a broader industry trend [3][19] - The shift towards emotional value reflects a change in consumer preferences from basic transportation needs to a desire for personalized and emotionally resonant products [20] Group 3 - Cross-domain integration is identified as a key factor in enhancing emotional value in smart vehicles, requiring collaboration across various functional domains [3][21] - XPeng and Volkswagen's collaboration on the CEA architecture aims to support both electric and hybrid vehicles, showcasing the industry's move towards integrated systems [24] - Companies are investing in advanced computing architectures to facilitate cross-domain integration, which is essential for delivering emotional value in smart cars [25][28]

近年来，随着汽车智能化、网联化、电动化的发展，电子电气架构（Electrical/Electronic Architecture，以下简称"EEA"）的重要性显著提升。当前，EEA正 经历从分布式到区域控制，再向中央集成式架构的演进过程，这一技术变革已受到包括理想、长城、大众、宝马、丰田等国内外主流车企的高度重视，并成 为其重点研发方向。 8月15日，大众汽车集团（中国）（以下简称"大众（中国）"）与小鹏汽车宣布，双方联合开发的区域控制电子电气架构CEA将扩大应用范围。自2027年 起，CEA架构将从大众品牌本地在研的纯电动车型，拓展应用至在华生产的燃油及混合动力车型。 一位在传统车企从事智能网联和底盘电控技术的研发和应用的工程师向《中国经营报》记者指出："电子电气架构决定了智能化上升的高度，目前，中央集 成式电子电气架构已成为行业公认的技术发展方向。" 大众（中国）董事长兼首席执行官贝瑞德（Ralf Brandsttter）表示："先进技术成果的应用不应局限于单一动力形式。大众汽车集团旗下各品牌始终致力于在 各细分市场为客户提供最先进的解决方案。通过将CEA架构延伸至集团强大的燃油车产品矩阵，集团将进一步巩 ...

Core Viewpoint - The strategic cooperation agreement between XPeng Motors and Volkswagen Group aims to expand their collaboration from pure electric vehicles to include fuel and plug-in hybrid models, enhancing both companies' market positions and technological capabilities [1][3]. Group 1: Previous Collaborations - Prior to the new agreement, XPeng and Volkswagen had collaborated four times, including a $700 million investment from Volkswagen for a 4.99% stake in XPeng and joint development of two B-class electric vehicle models [2]. - In February 2024, they signed a platform and software strategic technology cooperation agreement to accelerate the development of B-class electric vehicles and initiated a joint procurement plan [2]. - The electronic and electrical architecture technology cooperation agreement was signed in April 2024, focusing on the development of the China Electronic Architecture (CEA) [2]. - In July 2024, the cooperation was expanded to include Volkswagen's CMP and MEB platforms, enhancing XPeng's supply chain capabilities and market valuation [2]. Group 2: Implications of the New Agreement - The new agreement solidifies Volkswagen's position in the traditional fuel vehicle market while accelerating its transition to electric vehicles, leveraging XPeng's CEA architecture across its extensive product range [3]. - For XPeng, this agreement allows for participation in the global supply chain and potential brand promotion through Volkswagen's overseas sales network [3]. Group 3: Financial Projections and Performance - The agreement is expected to directly support XPeng's goal of achieving profitability by Q4 2025, with technical service revenue reaching 1.44 billion yuan in Q1 2025, a 43.6% year-on-year increase [4]. - Goldman Sachs predicts that the technical service revenue share for XPeng will rise from 9.1% in Q4 2024 to 15% in Q4 2025, contributing to an overall gross margin exceeding 17% [4]. - XPeng has launched several successful models, with the G6 and G9 seeing sales growth after price adjustments, and the Mona M03 maintaining strong sales performance [4]. - The company has achieved 66.8% of its annual sales target of 350,000 units, leading among new car manufacturers [5].

大众中国在位于场馆不远的上海外滩国际电竞文化中心举办"大众之夜"，当晚的重头戏是旗舰车型 纯电ID.7。这款车仅是亮相，尚未量产。 一汽-大众计划当年年底上市，上汽大众原计划紧跟此后。 当晚或准确地说是当年，所有合资传统车企产品和传播都及其虚弱，既没有新势力的科技感也无新 势力的话题。 那天的活动现场布置，展示了ID.7的安全、环保，座椅的人体工学，勉强智能的辅助驾驶，再没有 能与大众在华江湖地位匹配的亮点。而另一边，新势力正演示他们先进的智驾与智舱。 撰 文 / 张霖郁 设 计 / 琚 佳 2023年4月17日，上海车展前一晚。 当晚发布会结束，展台上的两台ID.7被观众例行包围，这款车是基于MEB平台的纯电车型，从外观 到内饰，和之前的ID系列差别不大，很多观众看完后便离场。 营业利润为191亿欧元，同比下降15%，营业利润率为5.9%。据大众集团表示，营业利润下降的主 要原因是固定成本的大幅增加，其中包括净额达26亿欧元的特殊支出，主要用于企业内部重组。 2024财年净利润124亿欧元，同比下降30.6%。 经过数次危机当下的大众集团，在全球各区域市场都在逐渐转身，两年前制定的战略正展露成果， 中国市场 ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 大众转变在华智能研发思路。 文丨赵宇 编辑丨 冒诗阳 2024 年 5 月，数百名 Cariad 中国员工收到一封公司内部邮件，邮件内容包含两道编程测试题。 这封邮件来自 Cariad 中国的 HR 部门，但发起测试的人是韩三楚，他在今年 3 月 1 日接替常青，成 为 Cariad 中国 CEO。多名 Cariad 中国员工认为，这位新任 CEO 是在用自己的方式摸底部下的软件 研发水平。 一位 Cariad 中国员工说，虽然测试题并不是很难，但大家并不轻松，因为 "一些员工已经很长时间 没有写过代码了"。 成立的两年时间里，Cariad 中国员工的核心任务是做测试和项目管理，而非承担具体的研发任务。 这是韩三楚需要面对的新局面。进入 Cariad 中国之前，韩三楚是长安汽车的首席软件架构师，带领 约 3500 名工程师开发长安 SDA 电子电气架构。 进入 Cariad 中国之后，韩三楚将参与大众中国下一代纯电平台 CEA（China Electrical Architect ...