据悉，茨维考与埃姆登两家工厂均为大众汽车专门生产电动汽车的工厂。其中，茨维考工厂主要负责生 产ID.3、ID.4以及奥迪Q4 e-tron等车型；埃姆登工厂则以生产ID.7车型为主，同时也承担部分ID.4车型 的生产任务。此次停产计划将对上述ID系列车型的交付产生影响，不过奥迪Q4 e-tron车型的生产不会受 本次停产波及，将照常推进。 【环球网科技综合报道】9月27日消息，据路透社报道，大众汽车集团发言人证实，其位于德国的茨维 考工厂将于10月8日起暂时停产一周。与此同时，有知情人士透露，大众已对德国埃姆登工厂下达削减 工时计划，预计未来该工厂也将停产数日。 来源：环球网 为应对当前发展困境，避免工厂大规模关闭，大众汽车此前已制定规划，计划在2030年前于德国市场裁 员3.5万人。值得注意的是，茨维考工厂与埃姆登工厂因签订有保护就业相关协议，此次裁员计划不会 对这两家工厂的员工岗位造成影响。（纯钧） 作为欧洲电动汽车市场的重要参与者，大众汽车今年上半年表现亮眼，在欧盟区电动汽车销量超越特斯 拉，成为该区域最大的电动汽车品牌。但在市场销量增长的背后，大众汽车内部也面临着产能过剩、市 场需求放缓等挑战。 ...

Core Insights - The 28th Chengdu Auto Show has opened, featuring SAIC Volkswagen's new model, the Lavida L, which is priced starting at 119,900 yuan [1][3] - The Lavida L is positioned as a high-performance A+ class coupe aimed at young consumers seeking personalized fuel vehicles, with the GTS model starting at 139,900 yuan and equipped with a 2.0T engine [3][4] Product Launch and Features - The Lavida L showcases a wide-body coupe design, frameless doors, and an electric tailgate, emphasizing a sporty aesthetic [4] - The GTS model includes exclusive black sport kits and dual exhausts, enhancing its individuality and quality [4] - The new Lavida L and ID.3 GTX modification kits were launched, with pre-sales starting on August 29 [7][8] Marketing and User Engagement - SAIC Volkswagen is enhancing user engagement through activities like sharing car stories and offering exclusive racing courses for lucky owners [10] - The company has introduced a "player modification car" plan, establishing a dedicated modification fund for new Lavida L and ID.3 owners [10] - The brand is focusing on a dual fuel strategy, reinforcing its leadership in the fuel vehicle market while catering to the personalized needs of fuel vehicle users [10][11] Competitive Positioning - The Lavida L's launch coincides with the 10th anniversary of the Lavida series, which has sold over one million units, highlighting its market significance [3][10] - The introduction of the Lavida L is part of SAIC Volkswagen's strategy to embrace younger consumers and enhance interaction through various user activities [11]

本报讯 （记者刘钊）8月29日，第二十八届成都车展正式开幕。上汽大众携出众阵容登陆中国西部国际 博览城2号馆。高颜值德系A+级轿跑全新凌渡L正式上市，上汽大众333车队新赛车与全新凌渡L官方改 装套件首度亮相，给用户带来"凌"感全开的个性化选择。 现场更有Pro家族、威然、途岳家族、朗逸家族、ID.家族等热门车型同台助阵，以"油电同进"之势加速 品牌进阶。 CTCC新战车前来"助阵" 全新凌渡L"凌"感全开 作为凌渡车系上市十周年、累计销量超百万之际的重磅力作，全新凌渡L自亮相以来就备受关注，被誉 为"高颜值德系A+级轿跑"。本次车展全新凌渡L官宣售价11.99万元起，成为追求运动、性能、个性年轻 人的不二之选，让渴望"油车个性化"的用户找到深度价值共鸣。 值得一提的是，深受性能控喜爱的GTS车型本次也燃擎回归，13.99万元起即可上车。全新凌渡L GTS搭 载高尔夫GTI同款EA888 2.0T高功率发动机，峰值扭矩350N·m、百公里加速6.98秒，带来专属燃油车的 驾驶体验。 借由全新凌渡L上市，车展现场同步官宣幸运车主福利活动。上汽大众诚邀凌渡新老车主分享玩车、改 车、赛车故事，只要故事足够动人，即可 ...

Core Insights - The new energy vehicle (NEV) market in China has shown significant growth in July, with several companies achieving record delivery numbers despite it being a traditionally slow season [1][2][3][4] - Li Auto led the delivery rankings with 34,100 units, marking a 227.5% year-on-year increase and setting a new monthly record for the company [1] - NIO followed with 20,500 units delivered, achieving its target of 20,000 units for July, driven by strong sales of the new ES6 model [1] - Leap Motor delivered 14,335 units, a 19% year-on-year increase, and is exploring new business models through technology partnerships [1] - Xpeng Motors reported a delivery of 11,000 units, marking a year-to-date high and a return to over 10,000 monthly deliveries [1] - Nezha Auto was the only company to see a decline in deliveries, with a 17% drop to 10,000 units [2] - AITO Wenjie, backed by Huawei, did not disclose specific delivery numbers, but the parent company reported a significant decline in sales [2] - Traditional automakers like GAC Aion and Geely Zeekr also reported strong performance, with GAC Aion delivering 45,000 units, a growth of 80% [2] - The overall NEV market is expected to continue growing, supported by favorable policies and new product launches [3][4] Company Performance - Li Auto achieved a record delivery of 34,100 units in July, with a cumulative total of 173,300 units for 2023 [1] - NIO's July deliveries reached 20,500 units, with the ES6 model contributing significantly to this figure [1] - Leap Motor's deliveries increased to 14,335 units, with plans for technology partnerships to enhance future growth [1] - Xpeng Motors delivered 11,000 units, marking a significant recovery in its delivery performance [1] - Nezha Auto's deliveries fell to 10,000 units, prompting a price reduction for its new model [2] - GAC Aion's performance was strong with 45,000 units delivered, while Geely Zeekr also saw a rise in deliveries to 12,000 units [2] Market Trends - The NEV market in July saw a total retail volume of approximately 620,000 units, reflecting a year-on-year growth of 27.5% [3] - The penetration rate of NEVs reached about 35.8% in July [3] - The market's performance is attributed to a combination of policy support and promotional activities [3] - The State Council has introduced measures to boost NEV consumption, including tax incentives and infrastructure development [3][4] - The overall sentiment in the market is optimistic, with expectations for continued growth driven by new product launches and increasing consumer demand [4]

Industry Rating - The industry investment rating is "Outperform the Market" [1][1] Core Insights - The European new energy vehicle market is reaching a turning point driven by stringent carbon emission assessments and the cyclical nature of vehicle models [2] - The EU's policies, including the ban on fuel vehicles and tiered carbon reduction targets, are creating rigid constraints that push for electrification [2][8] - Major automakers are accelerating their electric vehicle (EV) strategies to meet upcoming carbon targets, with significant growth in battery electric vehicle (BEV) sales [3][19] Policy and Market Dynamics - The EU's tightening carbon reduction policies are compelling automakers to expedite their transition to new energy vehicles [7] - The EU has set ambitious carbon emission targets, including a ban on new fuel vehicles by 2035 and specific CO2 emission limits for new cars starting in 2025 [8][11] - The introduction of the ZLEV coefficient incentivizes manufacturers to increase the share of zero and low-emission vehicles in their fleets [15] Automaker Performance - Volkswagen delivered 465,500 BEVs globally in the first half of 2025, with a significant contribution from Europe, achieving a year-on-year growth of 89% [3][32] - Stellantis has improved its market share in Europe, ranking first in the hybrid market and second in the BEV market, supported by a multi-platform strategy [3][33] - Renault's BEV sales in Europe increased by 88% in Q1 2025, with a focus on affordable models and a strong platform strategy [3][42] Supply Chain and Component Manufacturers - Companies like Minth and Weimars are benefiting from the growth in the new energy vehicle supply chain, with significant revenue increases projected [4][49] - Minth's battery box business is expected to generate 5.338 billion yuan in revenue in 2024, reflecting a 50.96% year-on-year growth [4][48] - Weimars is positioned as a leading supplier in the domestic market, with a market share of 29.41% in the third-party vehicle charging market [4][52] Future Outlook - The report anticipates continued growth in the European new energy vehicle market, driven by regulatory pressures and technological advancements [2][19] - The performance of key players in the supply chain is expected to improve as the demand for new energy vehicles rises [4][59]

Core Viewpoint - Nissan is reintroducing the LEAF as a compact SUV with significant improvements in range and charging efficiency, aiming to regain its presence in the competitive EV market [1][2]. Group 1: Product Overview - The third-generation LEAF features a range increase of 30%, exceeding 600 kilometers, making it one of the best in the world [1][2]. - The new LEAF can be charged to meet daily usage needs in just 35 minutes [3]. - Nissan plans to sell the new LEAF in the U.S. starting in fall 2025, followed by Japan and Europe [2]. Group 2: Market Positioning - The LEAF is positioned as a standard vehicle within Nissan's EV lineup, alongside other models like the "Sakura" and "ARIYA" [2]. - The shift from a hatchback to a compact SUV format is expected to enhance consumer appeal, as SUVs are increasingly popular globally [2]. Group 3: Competitive Landscape - The new LEAF's range surpasses competitors like BYD's "ATTO3" and Volkswagen's "ID.3," which both have ranges below 600 kilometers [2]. - The first-generation LEAF was a market leader, but Nissan has fallen behind competitors like BYD and Tesla in price and performance [4]. Group 4: Strategic Challenges - Nissan's recent operational restructuring includes significant personnel adjustments and the abandonment of plans to build a domestic battery factory in Japan, which could impact cost competitiveness [4]. - The pricing strategy for the new LEAF remains a key focus, with Nissan aiming for competitive pricing while ensuring profitability [4].

Core Viewpoint - The article discusses the ongoing price wars in the Chinese automotive market from 2023 to 2025, highlighting the cyclical nature of these price reductions initiated primarily by Tesla and followed by other manufacturers, including BYD, which has significantly impacted both the market and the supply chain [2][3][4][5]. Group 1: Price War Timeline - The first round of price wars began in January 2023 when Tesla announced a price reduction of 20,000 to 48,000 yuan for its Model 3/Y, leading to a chain reaction among competitors like BYD, which launched the Qin PLUS at under 100,000 yuan [3]. - By March 2023, over 40 automakers and hundreds of models participated in the price cuts, with significant reductions such as the Citroën C6 dropping by 90,000 yuan, prompting responses from major brands like Volkswagen and Toyota [3]. - Despite attempts by 16 automakers to halt the price war in July 2023, the competition continued unabated through the end of the year [3]. Group 2: 2024 Price War Developments - In 2024, Tesla reignited the price war, but it was BYD's "electric cheaper than oil" strategy that truly sparked market activity, with the launch of the Qin PLUS Glory Edition DM-i at a starting price of 79,800 yuan, 30% lower than comparable fuel vehicles [4]. - The price war in 2024 unfolded in three phases: early January to March, June to August, and November to December, each featuring distinct promotional strategies [4]. - The impact of the price war extended beyond manufacturers to include parts suppliers and dealerships, resulting in increased challenges for small suppliers and a rise in dealership closures [4]. Group 3: 2025 Market Dynamics - In 2025, expectations for a reduction in price war intensity were disrupted when BYD announced price cuts for multiple models in May, with subsidies reaching up to 53,000 yuan [5]. - Although the price cuts garnered industry attention, consumer demand had diminished due to previous price wars, leading to less urgency in purchasing decisions [5]. - The National Development and Reform Commission monitored price fluctuations closely, implementing measures to regulate market behavior and prevent excessive competition, aiming for healthier market development [5]. Group 4: Overall Market Trends - The price wars from 2023 to 2025 illustrate a transition from aggressive competition to a gradual softening, with market demand slowly being released [5]. - The automotive industry is urged to explore new growth opportunities and business models to achieve sustainable development in the face of changing market dynamics [5].

Core Insights - The Volkswagen brand is celebrating the 50th anniversary of the Polo, which has sold over 20 million units globally since its launch in 1975, establishing itself as a benchmark for entry-level vehicles and a symbol of the "hot hatch" era [1] - The ID.3 has emerged as a successor in the electric vehicle market, positioning itself as a "pure electric hot hatch" and gaining traction in the compact electric car segment [1][4] Group 1 - The ID.3 was exclusively introduced to the Chinese market by SAIC Volkswagen in 2021, marking a significant step in the brand's "oil-electric dual progress" strategy and leading the charge in electrification, intelligence, and youthfulness [4] - The ID.3 features a front MacPherson strut and rear multi-link independent suspension, providing a driving experience comparable to gasoline vehicles, with a 0-50 km/h acceleration in just 3 seconds and a turning radius of 4.7 meters [4][6] - The vehicle incorporates advanced smart technologies, including an L2-level driving assistance system, AR HUD smart navigation, and remote parking, enhancing travel convenience [6] Group 2 - The ID.3 has received numerous accolades in the domestic electric vehicle market, achieving a reputation for "good quality, good satisfaction, and good resale value" [8] - In March, SAIC Volkswagen launched the upgraded ID.3 2025 Smart Edition, featuring enhancements in both exterior and interior design, effectively providing users with an additional value package worth 6,000 yuan [8] - At the recent Shanghai Auto Show, the ID.3 GTX package was unveiled, featuring a striking red paint job and design elements that pay homage to the GT culture of classic models like the Polo, with plans for its market launch in June [11]

Core Viewpoint - Tesla faces significant challenges in the European electric vehicle market, with a sharp decline in sales and increasing competition from local brands [1][3]. Group 1: Sales Performance - In the first two months of 2025, Tesla's electric vehicle sales in Europe plummeted by 45% year-on-year, selling only 25,852 units [3]. - The Model Y, despite being the best-selling model, saw a drastic sales drop of 53%, with only 14,773 units sold [2][3]. - The Model 3 experienced a 26% decline in sales, ranking sixth, while the high-end models, Model S and Model X, sold a mere 272 units combined [3]. - In contrast, traditional European automakers like Volkswagen and Renault saw significant growth, with Volkswagen's electric vehicle sales increasing by 182% in the same period [3]. Group 2: Strategic Adjustments - Tesla CEO Elon Musk indicated a strategic shift during an internal meeting, announcing plans to trial production of 5,000 humanoid robots (Optimus) in 2025, aiming for a production capacity of 50,000 units by 2026 [5]. - Musk emphasized that the cost per unit could be reduced to $20,000-$30,000, which is lower than the base price of the Model 3 [5]. - He urged employees not to sell their stocks, highlighting the long-term value of the company despite current market fluctuations [5]. Group 3: Analyst Outlook - Morgan Stanley and UBS have recently downgraded their ratings for Tesla, warning that the company's first-quarter delivery volume may fall to between 355,000 and 367,000 units, representing a potential year-on-year decline of up to 26% [6]. - Analysts cited "demand weakness, intensified competition, and the fading of policy incentives" as key pressures on Tesla [6]. - The consensus forecast for Tesla's Q1 delivery volume is 421,000 units, which is 13% higher than institutional predictions, indicating a risk of significant downward adjustments [6].

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。 转轨和变革从来都不是在顺境中能够平稳发生的，在行业调结构的大背景下，一家企业长期逻辑的顺畅更应该被 认识和关注。 特约作者丨昭暄 最近关于大众集团的舆论不断。 随着大众集团 2024Q3 销量数据的走低以及财务数据的大比例萎缩，大众正希望通过内部重组的方式来削 低成本，其拟在大本营德国至少关闭三家工厂、裁员近万人，同时还计划全员降薪 10%。 这一可能的动作代表着这家拥有 87 年历史的车企巨擎将首次关闭工厂，并且打破其在 2029 年之前不裁员 的承诺，这意味着中国新能源车的浪潮已经从国内市场外溢至全球，迫使全球一流车企开始收缩，从而掀 起了世界范围的、汽车产业的调结构。 通常而言，一旦车企出现了闭厂裁员的动作，就非常容易步入到企业发展的下行漩涡中，淤积的内部问题 将显现，经营状况也受到大影响。 现在的大众可能已经来到了漩涡边缘。 随着规模下滑，其在全球市场的定价话语权将被逐步削弱，其将很难维持住与丰田、Stellantis 等巨头之间 现有的竞争局面。 这对大众未来发展的逻辑 ...