（作者 刘晓林） 全新探岳L插电式混合动力车型则以探岳L为基础，在动力系统、科技配置及外观设计方面进行了升级，采用1.5 T发动机和新一代高压电池的动力组合。一 汽-大众同时发布了新的"五年计划"：到2029年，一汽-大众大众品牌将推出17款全新车型，其中14款新能源车型，将基于全新平台，覆盖A级到B+级市场， 燃油车也将持续换新升级，夯实油车标杆。 此外，大众汽车在广州车展上还展示了前瞻概念车型ID. EVO、ID. ERA和ID. AURA。这三款车在今年4月的上海车展上已经亮过相，分别隶属于大众三家 合资公司——大众安徽、上汽大众和一汽-大众。 上汽大众在车展上宣布，将以ID.ERA作为新能源产品序列之名，2026年起，多款ID. ERA车型将投放市场，正式跨入品牌、技术和体验的全面焕新升级。其 中，ID. ERA新序列的第一款产品将基于本次车展展出的ID. ERA概念车打造，成为大众首款9系车型，定位"德系满级旗舰增程SUV"。 此外，作为大众在华最年轻的合资车企，大众安徽也将在2026年迎来产品大年。今年4月，大众安徽首款产品与众06正式上市，该车虽未热销，但也刷了一 定的"存在感"。今年10月，金 ...

Core Insights - Volkswagen is officially launching the delivery process for a new generation of smart connected vehicles, focusing on new energy products as a core development direction [1][2] - The company aims to accelerate innovation and local manufacturing in China, offering a diverse range of power options including pure electric, plug-in hybrid, and range-extended models to meet personalized travel needs [1] Group 1: New Product Launches - Volkswagen is set to unveil two new plug-in hybrid models, the SAIC Volkswagen Passat ePro and the FAW-Volkswagen new Tayron L, at the 2025 Guangzhou Auto Show [1][2] - The Passat ePro is built on a new dedicated plug-in hybrid platform and features the EA211 1.5T EVO II engine, optimizing both power output and energy efficiency [1] - The new Tayron L plug-in hybrid model is based on the fuel version and has undergone comprehensive upgrades in power systems, technology configurations, and exterior design [2] Group 2: Future Plans and Market Strategy - Volkswagen plans to launch 21 new energy models in the Chinese market by 2027, expanding to 31 models by 2029, all maintaining German engineering quality and incorporating cutting-edge technology [2] - The company showcased an immersive future-oriented exhibition booth at the Guangzhou Auto Show, highlighting its commitment to advancing towards the smart connected era [2] Group 3: Brand Collaborations and Consumer Engagement - Volkswagen has collaborated with Disney for special edition models of ID.3, ID.4 CROZZ, and the Zhiji 06, coinciding with the upcoming release of "Zootopia 2" [3] - The exhibition booth featured an area dedicated to brand DNA, allowing visitors to experience Volkswagen's safety and reliability through interactive displays and demonstrations [3] - The company emphasizes its commitment to providing high safety, quality, and reliability for Chinese consumers, regardless of technological advancements [3]

Core Insights - The eighth China International Import Expo concluded on November 10, showcasing Volkswagen Group's commitment to the Chinese market with four brands and eight vehicle models, including the announcement of a self-designed and developed system-level chip for the Chinese market [1][2] Group 1: Strategic Developments - Volkswagen Group's Chairman, Obermüller, emphasized that the self-designed system-level chip represents a key technology for future smart mobility, reinforcing the group's long-term innovation capabilities and positioning China as a significant source of global innovation [2] - The company is prepared for the competitive and rapidly evolving Chinese smart connected vehicle market, with three technological pillars: the CMP vehicle platform, CEA electronic architecture, and a new generation of advanced driver assistance systems developed locally [2] Group 2: Product Innovations - Three concept vehicles were showcased: the ID. AURA compact electric sedan based on the CMP platform and CEA architecture from FAW-Volkswagen, the ID. ERA full-size range-extended SUV from SAIC Volkswagen, and the ID. EVO full-time connected full-size electric SUV from Volkswagen Anhui [2] - These concept vehicles outline a clear future for Volkswagen's product lineup, with production models expected to be launched starting in 2026 [2] Group 3: Market Commitment - The "In China, For China" strategy extends beyond products and technology, reflecting a deep commitment to grow alongside the Chinese market [2]

Core Insights - The 8th China International Import Expo (CIIE) took place from November 5 to 10, showcasing a record scale with participation from 155 countries and regions, featuring 4,108 overseas enterprises and an exhibition area exceeding 430,000 square meters [2] Group 1: Automotive and Smart Mobility - The "Automotive and Smart Mobility Exhibition Area" focused on the theme "Mobility, Infinite Possibilities," highlighting advancements in electrification, intelligence, and low-carbon technologies across the global automotive industry [2] - Major automakers like Volkswagen showcased five electric models tailored for the Chinese market, indicating a strategic shift from planning to full delivery in the electrification sector [3] - Hyundai presented the world's first mass-produced hydrogen-powered heavy-duty truck, equipped with an L4 autonomous driving system, emphasizing zero-emission operations and innovative long-haul freight solutions [5] - Toyota highlighted its multi-pathway new energy technology solutions, including hydrogen fuel cell heavy trucks developed in collaboration with Chinese partners, showcasing a commitment to localized R&D [7] - Tesla created a "Future Neighborhood" exhibit, demonstrating a complete energy ecosystem from solar power generation to home energy storage and charging stations [9] Group 2: Intelligent Connectivity and AI - The trend of intelligent and connected vehicles was evident, with Tesla's Cybercab making its Asia-Pacific debut, featuring a fully digital control system and no traditional driving controls [10] - Tesla also showcased its humanoid robot, Optimus, which is expected to start mass production by the end of 2026, aiming for an annual production target of 1 million units by 2030 [12] - Various companies presented low-altitude flying vehicles, with Tianling Technology's eVTOL aircraft attracting attention for its vertical takeoff and landing capabilities and a maximum range of 600 kilometers [14] - BMW introduced its new generation technology, collaborating with Chinese tech firms to enhance AI capabilities and create a seamless digital experience for users [16] Group 3: Localization and Global Cooperation - The participation of 12 multinational automotive groups, with 9 being long-term exhibitors, reflects a trend of deepening localization strategies and integrating R&D, production, and innovation into the Chinese market [17] - Volkswagen's local R&D achievements were highlighted, showcasing innovations in intelligent connectivity and electrification, marking a shift from product introduction to deep local innovation [19] - Qualcomm's presence at the expo demonstrated its expanding partnerships in China, showcasing advancements in connectivity, computing, and AI across multiple sectors [21] - The expo also featured a unique international automotive culture experience area, illustrating the evolution of the automotive industry from traditional fuel vehicles to new energy solutions and technological collaboration [23]

Core Insights - The 8th China International Import Expo (CIIE) commenced in Shanghai on November 5, featuring a prominent automotive and smart mobility exhibition area themed "Mobility, Infinite Possibilities" [1] - Major global automotive companies showcased their latest products, technologies, and solutions, indicating the expo's role as a platform for innovation and future mobility exploration [2] Group 1: Automotive Innovations - Tesla's Cybercab made its debut in the Asia-Pacific region, featuring a fully autonomous design without a steering wheel or pedals, aimed at addressing the 92% of U.S. travel scenarios that involve 1-2 passengers [3] - Volkswagen Group presented eight new intelligent connected vehicles, including concept cars like ID. AURA and ID. ERA, alongside showcasing its local software capabilities through CARIAD China [5] - Jaguar Land Rover introduced the new Defender OCTA, equipped with a pioneering 6D intelligent dynamic chassis, enhancing all-terrain capability and driving comfort [5] Group 2: Safety and Technology - Honda displayed advancements in passive safety technologies, including the Honda pedestrian dummy Polar III and a new ACE body structure designed to reduce impact on other vehicles [7] - Michelin showcased innovative products such as rigid inflatable boats made with FCG composite coating and the Haoyue 5E tire, while other suppliers highlighted their contributions to low-altitude economy technologies [9] Group 3: Commitment to the Chinese Market - Automotive executives emphasized their commitment to deepening local R&D and integrating local suppliers, with Volkswagen announcing a joint venture to develop system-level computing solutions in China [12] - Audi's CEO highlighted China as a crucial market, reaffirming the company's focus on investment in the region despite challenges [12] - General Motors expressed confidence in the Chinese market, showcasing models that reflect its deepening localization efforts and technological advancements [12]

Core Insights - Volkswagen Group is showcasing its latest transformation achievements at the 2025 China International Import Expo, featuring eight new intelligent connected vehicles and classic models, including five electrified models and the Asian debut of the new Porsche 911 Turbo S [1][5] Group 1: Strategic Focus - The chairman of Volkswagen Group, Oliver Blume, emphasized the importance of the expo as a testament to the company's commitment to the Chinese market and its long-term investment strategy, adhering to the "In China, For China" approach [1][5] - Volkswagen Group (China) CEO, Ralf Brandstätter, highlighted the significant results achieved in the past three years under the strategic transformation, focusing on local partnerships and rapid execution [1][4] Group 2: Technological Advancements - Volkswagen's local R&D center, VCTC, and CARIAD China are presenting several software and hardware technology achievements, including the new vehicle platform CMP and the China Electronic Architecture (CEA) [2][3] - The CEA, developed in collaboration with XPeng Motors, integrates advanced AI capabilities for enhanced vehicle control and perception, laying the groundwork for future L3 autonomous driving development [3][4] Group 3: Product Launches and Future Plans - Volkswagen Group plans to launch approximately 30 new energy models in China by 2027, increasing to around 50 by 2030, including 30 fully electric models to meet diverse customer needs [6] - The Audi A6L e-tron, featuring a 107 kWh battery and a range of up to 770 kilometers, represents a significant step in Audi's electrification strategy in China [6]

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 renewal of Berndt's contract for three more years indicates Volkswagen Group's commitment to its strategic restructuring in China and emphasizes support for localized development in the Chinese market [1][4]. Group 1: Leadership and Management - Berndt has been with Volkswagen Group since 1993 and has held various management positions, including CEO of Volkswagen brand and Group representative [1]. - Since August 1, 2022, Berndt has served as Chairman and CEO of Volkswagen Group (China), overseeing all operations and brands within the region [1]. Group 2: Strategic Developments - The restructuring of management in China aims to grant greater autonomy to the region, reinforcing Volkswagen's leadership in the dynamic Chinese automotive market [1]. - The new management structure, led by Berndt, focuses on integrating brand technologies and accelerating innovation tailored for the Chinese market [1]. Group 3: Product and Technology Innovations - At the Shanghai Auto Show, Volkswagen unveiled three concept models specifically designed for Chinese customers, showcasing a new design language and innovative technology [3]. - The launch of an advanced driver assistance system, developed by CARIAD and CARIZON, highlights Volkswagen's technological capabilities in the competitive Chinese market [3]. Group 4: Sales Performance and Future Plans - In the first half of 2025, Volkswagen Group delivered 1.31 million vehicles in China, with a notable monthly delivery of 247,000 units in June, reflecting a 9% year-on-year increase [4]. - Starting from the second half of 2025, the group plans to deliver a new generation of smart connected vehicles, including over 20 new models by 2026 and approximately 50 models by 2030, with a focus on electric vehicles [4].

Group 1: Sales Performance - In the first half of the year, FAW-Volkswagen achieved a total sales volume of 436,100 vehicles, representing a year-on-year increase of 3.5% [1] - The Volkswagen brand alone saw a June sales figure of 87,048 vehicles, up 12.5% year-on-year [1] - The fuel vehicle market share for FAW-Volkswagen's Volkswagen brand reached 7.6%, an increase of 0.7 percentage points year-on-year [4] Group 2: Product Strategy - FAW-Volkswagen plans to launch 10 new models targeting Chinese consumers starting in 2026, including 5 pure electric models and 2 plug-in hybrids [6] - The ID. AURA concept car, showcased at the 2025 Shanghai Auto Show, features a new electronic architecture for seamless integration with AI and smart driving systems [6] - The introduction of the "three-step" intelligent driving roadmap aims to enhance fuel vehicle capabilities with advanced driving features [8] Group 3: Marketing and User Engagement - FAW-Volkswagen has shifted to a customer-centric marketing model, transitioning from traditional sales management to a more integrated approach [11] - The company launched initiatives like "Craftsmanship Service" and "Heartfelt Journey 2.0" to enhance customer rights and improve service quality [13] - A comprehensive service supervision system has been established to ensure high service standards and customer satisfaction [13] Group 4: Channel Expansion - In the first five months of the year, FAW-Volkswagen recruited over 70 new dealerships, with a total of 900 dealerships now operational [14] - The brand has introduced a "lightweight" channel model to reduce costs for both the brand and dealers while expanding its market presence [16] - The new store opening process has been streamlined, allowing for rapid establishment of new dealerships, with some opening in as little as 36 days [16] Group 5: Future Outlook - The company emphasizes the importance of maintaining strategic focus and agile marketing capabilities to achieve high-quality growth by 2025 [17] - FAW-Volkswagen is committed to navigating the competitive landscape and industry transformation effectively [17]

Core Viewpoint - The luxury car market in China is experiencing significant challenges for German brands BMW, Mercedes-Benz, and Audi (BBA), as they face declining sales and increased competition from domestic brands that offer higher configurations at lower prices. The definition of luxury is evolving, and BBA must adapt to maintain their brand value and consumer willingness to pay a premium for their products [2][3]. Group 1: Market Challenges - In 2024, BBA's sales in China have declined, indicating a generational gap in product competitiveness compared to domestic brands [3]. - Despite price reductions, BBA has struggled to retain market share, highlighting the need for improved product strength and innovation [3]. - The luxury brand definition emphasizes technological innovation, consumer desires beyond functionality, and the willingness to pay a premium, which BBA must address [2]. Group 2: Product Development and Strategy - BBA has introduced new models at the 2025 Shanghai Auto Show, reflecting over two years of internal development focused on new platforms, electronic architectures, and integrated driving technologies [3][19]. - Volkswagen Group is shifting its strategy in China, moving away from a "global model" approach to a more localized development strategy, leveraging local partnerships and suppliers [21][19]. - BMW and Mercedes-Benz continue to follow a "global model" strategy, with their German headquarters leading product development while incorporating local market needs [19][24]. Group 3: Technological Innovations - Volkswagen's ID. AURA, developed on a new electric platform, represents a significant technological advancement tailored for the Chinese market [7]. - Audi's A5L features Huawei's intelligent driving technology, marking a collaboration that reflects the brand's adaptation to local market demands [9][11]. - BMW's new generation models emphasize driving control and user experience, with innovations such as a panoramic HUD display and a focus on driver-centric design [24][25]. Group 4: Competitive Positioning - BBA's ability to reclaim market share and brand value will depend on their product strength and the ability to differentiate from domestic competitors [3][5]. - The introduction of new models with advanced technologies is crucial for BBA to maintain their luxury status and attract consumers willing to pay a premium [3][19]. - The distinct strategies of BBA highlight their individual brand identities and approaches to the evolving Chinese automotive market [28][29].