导读：新车或成为成为大众在华"最智能"的车型之一。 （文 / 观察者网 周盛明 编辑 / 高莘） 2025年10月9日，工信部官方网站公示第400批《道路机动车辆生产企业及产品公告》新产品清单。 其中，金标大众的首款纯电轿车完成申报。 在车身尺寸上，新车长宽高分别为4853×1852×1566mm，轴距为2826mm，属于中型轿车。 与众07 工信部 在设计上，与众07延续了与众06的"破风"设计语言，在型面和线条上相比其他大众品牌车型更加年轻、 运动。 与众07 工信部 金标大众向观察者网表示，新车将成为"首款搭载大众专门为中国市场开发的电子电气架构的纯电产 品"。 与众07 工信部 此外，申报车型搭载国轩高科的磷酸铁锂电池，采用单电机后驱布局，电机峰值功率170kW。 | | 该产品为新能源车辆,新能源类型为纯电动,ABS型号:IPB2.0,ABS生产企业:博世汽车部件（苏州）有限公司,储能装置单 | | --- | --- | | 其它: | 体种类:硕酸铁埋蓄电池,储能装置单体生产企业:合肥国轩高科动力能源有限公司,储能装置总成生产企业:大众汽车 | | | (安徽)零部件有限公司,驱动电机额定功率: ...

Group 1 - The core viewpoint of the article highlights the significant growth in the ownership of new energy vehicles (NEVs) in China, surpassing 10% of total vehicle ownership, indicating a shift in consumer acceptance and market dynamics [1][7][5] - As of June 2025, the total number of NEVs reached 36.89 million, accounting for 10.27% of the total 359 million cars in China, with pure electric vehicles making up 25.54 million, or 69.23% of NEVs [1][5] - The penetration rate of new registrations for NEVs in the first half of 2025 was 44.97%, marking a year-on-year growth of 27.86% [5] Group 2 - Volkswagen's new CEA electronic and electrical architecture is set to be implemented, with four new models based on this platform planned for production starting in 2027 [8][10] - The CEA architecture, co-developed with Xiaopeng Motors, aims to reduce control units by 30%, enhancing efficiency and cost-effectiveness in production [11] - A compact pure electric model is scheduled for release in 2026, featuring L2-level assisted driving and AI-enabled smart cockpit, targeting the 140,000 to 180,000 yuan market segment [10] Group 3 - The official images of the Xiangjie S9T, a mid-large travel vehicle, have been released, with plans for its launch in the fall of this year [12][14] - The design of the S9T retains the styling of the S9 but features a more spacious rear and improved aerodynamics, potentially boosting sales [14][17] Group 4 - WM Motor has disclosed its revival plan, aiming to resume production of the EX5 and E.5 models by September 2025, with a target of 10,000 units in annual sales [18][21] - The company plans to expand into Southeast Asia and the Middle East, with a long-term goal of producing 1 million units by 2030 and generating 120 billion yuan in revenue [21][22] Group 5 - BMW has partnered with Momenta to develop a new generation of intelligent driving assistance systems tailored for the Chinese market, leveraging AI technology [23][25] - This collaboration aims to enhance BMW's adaptability in the Chinese market, showcasing a commitment to local consumer needs [23] Group 6 - Geely has announced the acquisition of all remaining shares of Zeekr Technology, making it a wholly-owned subsidiary, which aligns with Geely's strategy to transition from a traditional car manufacturer to a technology-focused company [25][26] - This move is seen as a significant step in Geely's "One Geely" strategy, emphasizing quality growth in a highly competitive automotive industry [26]

Core Insights - The article highlights the strategic shift of Volkswagen Group in China under the leadership of Berndt, emphasizing the importance of investing in the Chinese market as a future-oriented decision [2][7][9] Group 1: Leadership and Background - Berndt has been with Volkswagen for 32 years, holding various key positions before becoming the Chairman and CEO of Volkswagen Group China in August 2022 [3] - Under Berndt's leadership, Volkswagen China is undergoing a significant transformation to adapt to the challenges posed by the electric and smart vehicle market [3][4] Group 2: Strategic Initiatives - Volkswagen Group has implemented the "In China, For China" strategy to better meet local customer demands and enhance business resilience [4] - The establishment of the Volkswagen China Technology Company (VCTC) in Hefei, with an investment of approximately €1 billion, aims to shorten the development cycle of new products and technologies by about 30% [4][5] - By 2027, Volkswagen China plans to launch around 20 new energy vehicle models, and by 2030, it aims to offer approximately 30 pure electric vehicles in the Chinese market [7] Group 3: Collaborations and Partnerships - Volkswagen has formed partnerships with various companies, including Horizon and Xpeng Motors, to accelerate the development of advanced driving assistance and smart connectivity systems [6] - The company has deepened its collaboration with FAW Group and SAIC Group to strengthen its position in both fuel and new energy vehicle markets [6] Group 4: Market Position and Future Outlook - Volkswagen is focusing on building a complete local ecosystem and collaborating with both old and new partners to adapt to the rapidly changing automotive landscape in China [7][9] - The company recognizes the competitive nature of the Chinese market, with around 130 automotive brands, and emphasizes the need for continuous investment in new technologies to maintain market competitiveness [8]

Core Insights - The establishment of Volkswagen China Technology Company (VCTC) marks a significant shift in Volkswagen's strategy, allowing for independent technical decision-making and development capabilities in China, which is crucial for the company's future in the electric vehicle market [1][3] - The first model based on the new CMP platform and CEA architecture, ID.AURA, was unveiled at the Shanghai Auto Show, indicating a new phase in Volkswagen's approach to meet local consumer demands [1][6] Group 1 - VCTC's formation allows for a more localized approach to vehicle development, with the Chinese team now having the authority to independently develop electric vehicles tailored to local market needs [1][3] - The collaboration between VCTC, CARIAD China, and XPeng Motors aims to accelerate the development of the CEA electronic architecture, which is essential for modern vehicle functionality [4][5] - The transition of technical responsibilities from the German headquarters to VCTC is expected to enhance decision-making efficiency and align with the fast-paced demands of the Chinese automotive market [3][4] Group 2 - CARIAD China is building core modules for consumer-facing features, with a focus on advanced driver assistance systems, and has established a joint venture with Horizon Robotics for this purpose [5][6] - The development cycle for vehicles and components is projected to be shortened by 30% under the VCTC model, allowing Volkswagen to compete with local brands that have significantly reduced their development timelines [6] - Volkswagen plans to launch 3 to 5 models utilizing the CEA architecture by 2026, aiming to enhance brand recognition and acceptance in the Chinese market [6]

Core Insights - The joint venture automotive companies in China are undergoing a significant transformation towards smart technology, particularly among German automakers like Volkswagen, which heavily rely on the Chinese market [1][5] Group 1: Volkswagen's Strategy in China - Volkswagen has established an independent technology company, VCTC, in Anhui, transferring all technical authority and responsibilities from its headquarters in Wolfsburg to this new entity [4][12] - VCTC will serve as the sole technical cooperation interface for joint ventures like SAIC Volkswagen and FAW-Volkswagen, allowing for more efficient collaboration tailored to the Chinese market [4][12] - The establishment of VCTC aligns with Volkswagen's overarching strategy of "In China, for China," which aims to shield its operations from global trade uncertainties [5][13] Group 2: Collaborations and Investments - Volkswagen has made significant investments in local companies, including €2.4 billion in Horizon Robotics in 2022 and $700 million in Xpeng Motors in 2023, to enhance its smart driving capabilities [6][7] - The partnership with Horizon Robotics has led to the creation of a joint venture, CARIZON, which focuses on advanced driver-assistance systems (ADAS) [9][14] - The collaboration model with Horizon Robotics emphasizes a co-development approach, breaking away from traditional supplier relationships to foster more transparent and efficient development processes [9][15] Group 3: Technological Development and Market Adaptation - The CEA electronic and electrical architecture developed by Volkswagen is specifically tailored for the Chinese market, allowing for rapid implementation of advanced driving assistance features [11][15] - Volkswagen aims to achieve L2+ and L2++ level driving assistance functionalities quickly, with plans to pave the way for L3 capabilities by the end of 2027 [11][15] - Despite the advancements, the CEA architecture is not currently compatible with high-end brands like Porsche, which follow European design standards [11][17]

Core Viewpoint - The competition in the Chinese automotive market is intensifying, with companies like FAW-Volkswagen actively participating in product, technology, and brand battles to capture market share [1] Group 1: Product and Technology Development - FAW-Volkswagen unveiled the ID. AURA, its first global CMP platform concept car, aimed at young families in China [1] - The company is enhancing its smart driving capabilities with a self-developed smart cockpit, tailored to meet the needs of Chinese consumers [1] - The smart driving roadmap includes a three-step plan, with the goal of achieving smart driving 2.0 by September, covering 95% of urban scenarios and 100% of highway scenarios [5] Group 2: Market Strategy and Sales Performance - In Q1, the domestic fuel vehicle market saw a decline of 4.8%, while FAW-Volkswagen's fuel vehicle sales increased by 1.4%, capturing a 1.1 percentage point increase in market share [1] - The company plans to launch multiple new models, including five electric vehicles and one new fuel vehicle, under a strategy of "oil-electric hybrid coexistence" starting in 2026 [5][2] Group 3: Strategic Collaborations - FAW-Volkswagen is collaborating with XPeng Motors to develop the CEA electronic architecture, which will be integrated into future electric models starting in 2026 [5][7] - The partnership is expected to enhance product development speed by over 30%, moving from a reliance on external technology to a more localized development approach [7]