Core Viewpoint - Volkswagen Group (China) emphasizes its commitment to the Chinese market, viewing it as a "gym" for strengthening its capabilities and adapting to local demands [1][12]. Group 1: Strategic Focus - Volkswagen Group has established a "localization blueprint" and is in the "delivery phase" of its strategy, aiming to launch new models that enhance consumer experience [3][6]. - The company plans to introduce 20 new energy models in China next year, with a total of approximately 30 models by 2027 and around 50 by 2030, including 30 fully electric vehicles [6][8]. Group 2: Technological Development - Volkswagen is developing a system-on-chip (SoC) specifically for Advanced Driver Assistance Systems (ADAS) to advance towards Level 3 autonomous driving [7]. - The China Electronic Architecture (CEA) is a core part of Volkswagen's localization strategy, developed in collaboration with local partners like XPeng Motors [7][9]. Group 3: Market Positioning - Volkswagen aims to maintain its position as the leading international car manufacturer in China, focusing on value rather than price competition [9][12]. - The company believes that future competition will center on the "value ratio," emphasizing quality and safety over aggressive market share acquisition [9][12]. Group 4: Local Integration - Volkswagen's strategy includes deep collaboration with local companies, enhancing its ability to respond to market changes and innovate [11][12]. - The development cycle for new models in China has been reduced to 24-30 months, improving efficiency and competitiveness in both the Chinese and European markets [11].

Core Insights - The eighth China International Import Expo (CIIE) marks a significant milestone for Volkswagen Group, showcasing its long-term commitment to the Chinese market and its evolution alongside China's opening-up policies [1][7] Group 1: Evolution of Products and Strategies - Volkswagen Group has transitioned from showcasing imported fuel vehicles to presenting advanced electric vehicles and innovative technologies, reflecting the automotive industry's transformation [2] - At this year's expo, Volkswagen will display eight models, including the ID. EVO, ID. AURA, ID. ERA concept cars, and the new Audi E5 Sportback, highlighting its focus on the Chinese market [2] - The establishment of CARIAD China and the launch of Volkswagen Technology (VCTC) as a major R&D center in China demonstrate the company's commitment to local innovation and adaptation [4] Group 2: Enhanced Engagement and Corporate Responsibility - The CIIE serves as a platform for Volkswagen to enhance its corporate image and showcase its commitment to social responsibility, as seen in the "Green Belt Action" project [3] - The expo has evolved into a bridge for interaction between foreign enterprises, the government, and the public, emphasizing the importance of international exchange in the current global environment [3] Group 3: Internal Growth and Professional Development - Employees at Volkswagen have experienced significant personal and professional growth through their participation in the CIIE, transitioning from initial curiosity to mature involvement [6] - The company's approach to the expo has shifted from independent brand showcases to a collaborative multi-brand strategy, reflecting increased importance placed on the event by headquarters [5] Group 4: Future Commitments and Goals - Volkswagen aims to introduce approximately 30 new energy models in China by 2027 and around 50 by 2030, including 30 fully electric vehicles, aligning with the market's electrification trends [4]

Core Viewpoint - The collaboration between China FAW, Volkswagen Group (China), and Chengdu Economic Development Zone marks a significant step in establishing the Jetta brand as a leading player in the Sichuan automotive industry, emphasizing local development and innovation [4][6]. Group 1: Strategic Developments - On August 29, a cooperation agreement was signed to establish a new company for the Jetta brand, aiming to enhance local operations and innovation capabilities [4]. - The partnership is a response to China's high-level opening-up policy and the Belt and Road Initiative, focusing on high-quality transformation of the Sichuan automotive industry [4][6]. - Starting in 2026, Jetta will introduce 11 new models tailored for the Chinese market, with a focus on electric vehicles [5][10]. Group 2: Technological Advancements - Jetta's first electric vehicle will utilize a self-developed SOA electronic architecture, marking a shift in technology leadership from foreign to local [8]. - The new CMP platform will reduce development time by 30% and optimize costs by 40%, enhancing Jetta's competitiveness in the electric vehicle market [10]. - The collaboration with local tech firms and the opening of source code by international suppliers signify a move towards a "China-led innovation" model in the automotive sector [14]. Group 3: Market Positioning and Future Plans - Jetta aims to penetrate the entry-level electric vehicle market, targeting a broader customer base and achieving comprehensive coverage of mainstream segments [6][18]. - By 2028, Jetta plans to launch five new products, including four electric models, while also exploring overseas markets, particularly in Central Asia [18]. - The partnership with local government and resources will facilitate a robust ecosystem for Jetta's operations, ensuring rapid market response and deeper localization [12][18].

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 ...