（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 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].

Core Viewpoint - The large six-seat SUV market is experiencing intensified competition, with Deep Blue Automotive acknowledging a loss of pricing power for its new model, the Deep Blue S09, which was launched later than initially planned [1][2]. Company Summary - Deep Blue S09 was launched with a price range of 239,900 to 309,900 yuan, aiming for a sales share of 20% to 30% in the large six-seat SUV segment, with current orders at 17,000 units [1][2]. - The CEO expressed concerns about brand strength and the need for promotional strategies, including subsidies and a price guarantee policy, to attract target consumers [2]. - The average age of Deep Blue S09 users is around 37 years, which is younger compared to the overall demographic in the large six-seat SUV market [2][3]. Industry Summary - The large SUV market has seen limited competition, with only seven models recording sales, primarily dominated by the Aito M9 and Li Auto L9, which are projected to sell 156,000 and 85,000 units respectively in 2024 [3]. - The market is expected to see a surge in six-seat SUV launches this year, with a potential new blue ocean market for economical models priced around 200,000 yuan, while high-end models above 300,000 yuan may face fierce competition [4].

Group 1 - The core strategy of Volkswagen in China, "For China, In China," has been fully implemented, showcasing new concept vehicles at the Shanghai Auto Show [1][2] - Volkswagen plans to launch 11 new energy vehicles by 2026, with the three concept cars presented reflecting the brand's design DNA and alignment with Chinese market demands [2][3] - The collaboration with local partners, such as SAIC Volkswagen, enhances the development of new models by leveraging local market knowledge and technology [3] Group 2 - Volkswagen's CEO in China, Meng Xia, emphasizes the importance of local collaboration to overcome barriers between global technology and local market needs, significantly reducing product launch cycles [2][3] - The ID. ERA concept car is noted as Volkswagen's first range-extended vehicle, with ongoing debates about the technology's role in the market [3] - Despite achieving the highest market share in fuel vehicles since 2005, Volkswagen faces significant challenges in the competitive Chinese market [6] Group 3 - In 2022, Volkswagen sold 2.2 million vehicles in China, with fuel vehicles accounting for approximately 2 million, indicating that fuel vehicles remain the core business [6] - The company anticipates a 5% growth in the Chinese automotive market this year, projecting total sales of around 24 million vehicles [6] - Volkswagen aims to balance cost control and product value in the electric vehicle sector, focusing on battery technology and low-cost materials to improve profitability [6] Group 4 - Volkswagen has over 3,000 engineers in China, with a total of more than 8,000 personnel involved in product development, enhancing its competitive strength in the market [6] - The company prioritizes product quality and value over sales volume, aiming to avoid price wars while investing in platform development and innovation [6] - Volkswagen is committed to maintaining its collaborative model with Chinese partners to provide competitive smart electric products in the future [6]