Core Viewpoint - FAW-Volkswagen has demonstrated strong sales performance in June, with a total vehicle sales of 160,110 units, marking a year-on-year increase of 15.1%, indicating a recovery in the fuel vehicle market and a solid competitive position in the industry [1][14]. Sales Performance - In June, the Volkswagen brand delivered 87,048 units, a significant year-on-year increase of 12.5%, leading the joint venture segment and contributing to the recovery of the fuel vehicle market [1]. - Audi brand sales reached 61,010 units, reflecting a year-on-year growth of 15.7%, while the Jetta brand saw a remarkable increase of 33.4% with 12,052 units sold [1]. Product Strategy - FAW-Volkswagen has launched several new models to strengthen its competitive edge, including the all-new Tayron L, which features innovations in intelligent driving, safety, and design, catering to customer demands for both driving pleasure and comfort [3]. - The Audi Q6 Le-tron, introduced in May, is a flagship model based on the PPE luxury electric platform, showcasing advanced technology for high-net-worth customers [3]. - The Jetta VA7, launched earlier in the year, addresses family customers' needs for safety, space, and cost-effectiveness [3]. Strategic Initiatives - The company is advancing its "oil-electric hybrid coexistence" strategy, focusing on a multi-technology approach that includes fuel, hybrid, and pure electric vehicles to meet diverse customer needs [5]. - A new CMP platform concept car, ID.AURA, was unveiled, designed specifically for the Chinese market, enhancing personalized and efficient electric mobility experiences [5][13]. Customer Service Enhancements - FAW-Volkswagen is focusing on service differentiation amidst intense competition, launching a marketing transformation to enhance customer experience throughout their lifecycle [6][8]. - The company has expanded its sales service network, aiming to exceed 1,000 dealerships by the end of the year, ensuring broader market coverage [8]. - Audi has introduced "卓·悦服务Plus" to upgrade customer experience, while Volkswagen has revamped its service brand to include comprehensive customer rights and benefits [8]. Employee Engagement - FAW-Volkswagen has been recognized as a "China Outstanding Employer" for the 16th consecutive time, emphasizing the importance of employee satisfaction as a foundation for customer satisfaction [10]. Future Outlook - The company is set to introduce 11 new models tailored for the Chinese market starting in 2026, with a goal of launching over 20 new models by 2030 under its hybrid strategy [13]. - FAW-Volkswagen is collaborating with the China Automotive Technology and Research Center to enhance safety standards and promote high-quality development in the automotive industry [13][14].

撰 文 / 张霖郁 设 计 / s h e l l y 即将于7月1日接替孟侠（Stefan Mecha）出任大众品牌中国CEO的齐泽凯（Robert Cisek）曾于今年 上海车展接受过采访，当时和他一起面对媒体的还有Kai Grünitz和吴博锐（Thomas Ulbrich）。 前者是负责技术研发的大众汽车乘用车品牌管理董事会成员，后者是大众中国研发中心（VCTC） 首席执行官，吴博锐同时也是大众中国首席技术官。 齐泽凯实际6个月前已在位于北京七圣中街的大众中国办公室履新。他从2025年1月1日起担任大众 中国产品与战略负责人。 6个月后，他成为了大众在华市场大众品牌负责人。 为什么是他？ 齐泽凯的职业背景与偏销售履历的孟侠不同。 这段时间，大众德国总部仍是迪斯（Herbert Diess）时代。 2020年中，迪斯被迫放弃了大众集团大众品牌CEO职位，时任大众品牌首席运营官的贝瑞德（Ralf Brandstätter）升职成为大众品牌CEO。 在南非历练两年后，齐泽凯于2022年从南非调回德国狼堡总部，负责大众汽车品牌MQB产品线管 理工作，着重于MQB平台即将投产的新工厂与产线布局。理论上，彼时的贝 ...

这是自年初一汽-大众调整近30位中层干部后后，再度从组织架构层面大动"手术"。而此次涉及市场、 营销、客户、渠道、商品和售后六大板块的系统性变革从开始到落地运转，仅用时不到两个月。 组织架构频繁快速的调整，折射出一汽-大众新能源转型焦虑。尽管仍为合资品牌销冠，但一汽-大众市 场份额从2023年的8.5%降至2024年的7%，今年1至5月继续跌至6.8%。 第三方平台数据显示，一汽-大众依靠经典燃油车维系销量，三款在售的新能源车型5月合计零售销量只 有2617辆，仅约占整体销量的2%。其中，ID.6 CROZZ和ID.7 VIZZION月销量已降至两位数。 智通财经记者两度实地走访一汽-大众门店发现，一汽-大众新能源车型所拥有的营销资源相当有限，仅 有一款ID.4 CROZZ摆放在门店边缘位置，而ID.6 CROZZ和ID.7 VIZZION已经没有了展车。一些销售人 员甚至不能向潜在客户详细介绍产品特性。 一位一汽-大众销售告诉智通财经，到店客户多是在燃油车时代信任大众品牌的老车主。在智通财经探 店的一个多小时时间里，五组客户也均是奔着燃油车而来。 智通财经记者｜周姝祺 魏勇猛 新能源汽车销量难有起色的一汽- ...

Group 1: New Energy Vehicle Initiatives - The Ministry of Industry and Information Technology and four other departments launched the 2025 New Energy Vehicle (NEV) rural promotion initiative, selecting 124 models to participate, including brands like BYD, Deep Blue, and Tesla's Model 3 and Model Y for the first time [1] - The initiative aims to meet the needs of rural areas with reliable and well-reviewed NEV models, promoting a comprehensive service network for purchase, usage, and maintenance [1] Group 2: NIO's Financial Performance - NIO reported Q1 2025 revenue of 12.03 billion yuan, a year-on-year increase of over 21%, with R&D investment of 3.18 billion yuan [2] - The company delivered 42,094 vehicles in Q1 2025, a year-on-year increase of over 40%, leading to a sales revenue of 9.9393 billion yuan, up 18.6% from Q1 2024 [4] - For Q2 2025, NIO expects total deliveries of 72,000 to 75,000 vehicles, a year-on-year growth of 25.5% to 30.7%, with revenue guidance of 19.513 billion to 20.068 billion yuan, reflecting an 11.8% to 15.0% increase [4] Group 3: FAW-Volkswagen's New Energy Vehicle Plans - FAW-Volkswagen signed a memorandum with the Tianjin Economic Development Zone to produce two new energy vehicles based on the CMP platform by 2027, enhancing its competitiveness in the NEV market [5] - The CMP platform is designed specifically for the Chinese market, improving the speed of product development and launch by over 30% [7] Group 4: Changan Automobile's Corporate Changes - Changan Automobile announced a change in its indirect controlling shareholder to a newly established central enterprise following the split of the China Weaponry Equipment Group's automotive business [8][10] - The restructuring is not expected to significantly impact Changan's normal operations, with May sales reaching 224,000 units, a year-on-year increase of 9% [10] Group 5: XPeng's Technological Advancements - XPeng Motors, in collaboration with Huawei, launched the AR-HUD technology, which will debut in the XPeng G7 model, featuring an 87-inch display and advanced visual design for enhanced driving information [11][13] Group 6: New Model Previews - Fangcheng Leopard released a teaser for its upcoming model, potentially named Fangcheng Leopard Titanium 7, showcasing a design that combines rugged aesthetics with futuristic elements [16]

一汽-大众官方发布2025年4月份销量数据，实现整车销售113406辆，燃油车份额同比增长0.4个百分 点。其中，大众品牌销售68001辆，同比增长7.9%，燃油车份额同比增长0.7个百分点；奥迪品牌销售 36900辆（含进口车），1—4月国产豪华燃油车累计市场份额排名第一；捷达品牌销售8505辆。 但这份成绩单的背后，一汽-大众4月份销售11.3万辆销量成绩远低于3月份的15.4万辆。 不过，一汽-大众在2025年上海车展期间，向外界展示了智能电动转型升级的阶段性成果。 在华销量出现下滑 销量大幅降低，意味着在市场中逐渐失去主导优势。 从全球市场来看，德国大众汽车一季度营业收入为776亿欧元，同比增长2.8%；但是营业利润却同比下 滑37%至29亿欧元。从销量看，一季度大众汽车全球销量为213.36万辆，同比增长1.4%，在大部分市场 实现了增长，但在中国市场出现了下滑。 公开数据显示，一季度大众在华销量为64.41万辆，同比下滑7.1%，占全球总销量的30%。虽然大众汽 车在西欧、中欧、北美、中东、非洲等市场均实现了销量增长，但仍然无法完全抵消中国市场销量下滑 带来的影响。 2024年，一汽大众全年销量达 ...

超百款新车，近千家中外企业，2025上海车展日前落下帷幕。声量空前，细听之下，却少了几家外 资企业的声音。电动化、智能化转型之下，中国汽车市场优胜劣汰之势愈演愈烈，紧抓转型机遇的自主 品牌迅速腾飞，动作相对迟缓的外资企业在华优势却不断被削弱。 自主品牌的崛起固然令人欣喜，但外资企业在华发展也同样值得关注。中国汽车技术研究中心有限公司 （简称"中汽中心"）资深首席专家、中国汽车战略与政策研究中心总工程师吴松泉表示，外资车企份额 逐年下滑，甚至不少品牌可能退出中国市场，不利于中外汽车产业生态和创新生态融合发展，更为重要 的是，可能加大我国与发达国家汽车产业脱钩断链风险。 合资品牌份额持续萎缩 根据中国汽车流通协会乘联分会（简称"乘联分会"）数据，3月自主品牌零售量达122万辆，同比增长 31％，环比增长33％。当月，自主品牌国内零售份额达62.7％，同比增长7.7％；1～3月，自主品牌零售 市场份额达63％，较去年同期增长7.9个百分点。 与自主品牌的涨势形成鲜明对比的，是合资品牌的集体下滑。数据显示，今年3月，主流合资品牌零售 48万辆，同比下降4％。其中，德系品牌零售份额17％，同比下降3.6个百分点；日系品 ...

Core Insights - FAW-Volkswagen reported a total vehicle sales of 113,406 units in April 2025, with a year-on-year increase of 0.4 percentage points in fuel vehicle share [1][3] - The sales figures for the Volkswagen brand reached 68,001 units, marking a 7.9% year-on-year growth, while Audi sold 36,900 units, maintaining the top market share for domestically produced luxury fuel vehicles from January to April [1][3] - However, April's sales were significantly lower than March's 154,000 units, indicating a decline in market dominance [3] Sales Performance - In Q1 2025, Volkswagen's global revenue was €77.6 billion, a 2.8% increase year-on-year, but operating profit fell by 37% to €2.9 billion [4] - Volkswagen's global sales reached 2.1336 million units in Q1, a 1.4% increase, but sales in China dropped by 7.1% to 644,100 units, accounting for 30% of total global sales [4] - The total sales for FAW-Volkswagen in 2024 were 1.6591 million units, down approximately 13% from 1.9102 million units in 2023 [6] Market Trends - The Chinese new energy vehicle (NEV) market is experiencing significant growth, with production and sales reaching 12.888 million and 12.866 million units in 2024, respectively, representing year-on-year increases of 34.4% and 35.5% [6] - NEVs accounted for 40.9% of total new vehicle sales in 2024, up 9.3 percentage points from 2023 [6] - Projections for 2025 suggest that NEV sales could reach around 16.5 million units, with a growth rate of nearly 30% and a penetration rate exceeding 50% [6] Strategic Response - FAW-Volkswagen is accelerating its transition to electric vehicles, showcasing models like the ID.AURA and ID.EVO at the 2025 Shanghai Auto Show, with plans to launch over 20 new energy vehicles in China by 2027 [7] - The company aims to introduce 11 new models tailored for the Chinese market starting in 2026, including 6 pure electric, 2 plug-in hybrid, 2 range-extended, and 1 fuel model [7][8] - The transition strategy includes leveraging local development teams and platforms, such as the CMP platform and the CEA electronic architecture, to enhance product offerings and competitiveness [8] Competitive Landscape - The rise of domestic brands like BYD, Chery, and Geely, along with new entrants like NIO, Xpeng, and Li Auto, poses significant challenges for Volkswagen in maintaining market share [6][8] - Despite investments in product and technology localization, Volkswagen faces pressure on market share and profitability in the rapidly evolving NEV landscape [8]

Core Viewpoint - FAW-Volkswagen aims for a comprehensive strategy that integrates traditional fuel vehicles, electric opportunities, hybrid efficiency, and intelligent experiences, as highlighted by the launch of the ID.AURA electric concept car and smart cockpit at the Shanghai Auto Show [1][3]. Group 1: Product Development and Innovation - The ID.AURA, a compact electric sedan, features a new CEA electronic architecture that seamlessly integrates with AI cockpit and driving assistance technologies, enhancing the brand's sustainable and intelligent capabilities [3]. - The combination of the CMP electric platform and CEA architecture is expected to increase the speed of product development and market launch by over 30% [3]. - FAW-Volkswagen plans to launch 10 new models starting in 2026, covering a range of powertrains including pure electric, plug-in hybrid, range-extended, and fuel vehicles [5]. Group 2: Smart Cockpit and User Experience - The company introduced the self-developed "Comfort Smart Cockpit," which redefines the relationship between users and vehicles by transforming the cockpit into a mobile living space [5]. - The smart cockpit utilizes innovative sound technology, reducing energy consumption by 72% compared to traditional speaker systems, and features advanced connectivity capabilities [5]. - The design of the cockpit reflects FAW-Volkswagen's craftsmanship and traditional advantages in coating technology [5]. Group 3: Customer-Centric Policies - FAW-Volkswagen is enhancing its core competitiveness in quality and service by implementing a "double lifetime warranty" policy for its entire fuel SUV lineup, addressing customer concerns [7]. - The lifetime warranty can save customers between 10,000 to 50,000 yuan in maintenance costs over 15 years, with additional savings on original parts [9]. - The company's approach combines technological advancement with a long-term commitment to customer needs, balancing the transition to electric vehicles with traditional fuel offerings [9].

本届上海车展呈现出"全明星阵容"与"战略性缺席"并存的特殊现象—— 跨国巨头纷纷登场，大众、奔驰、宝马、丰田、本田等品牌以最高的A级车展规模参展。自主阵营强势 突围，上汽集团、一汽红旗、比亚迪、奇瑞、吉利、长城等头部企业再扩展台面积。新势力阵营又添生 力军，小米汽车、鸿蒙智行首次登场。保时捷、宾利、仰望等豪华车及豪华改装品牌也积极参与，为展 会注入豪华和个性化元素。 汽车科技及供应链展区成为创新策源地，10万平方米展区内汇聚全球产业链力量。博世、采埃孚、麦格 纳等世界百强零部件企业超半数参展，宁德时代等核心供应商展示战略级新品。本土力量表现抢眼，华 为智能汽车解决方案BU、宝钢股份、亿纬锂能等企业亮出"看家本领"。芯片、半导体、雷达等智能驾 驶领域近百家企业同台竞技，索尼、英特尔、杜比等近50家科技企业跨界首秀，首次亮相上海车展。 然而，值得关注的是，缺席本届车展的车企数量也不在少数。据新华财经不完全统计，包括现代、起 亚、捷豹路虎、标致、雪铁龙、雷诺、极星、雪佛兰、斯巴鲁、斯柯达、哪吒、高合、劳斯莱斯、玛莎 拉蒂等在内的20余个汽车品牌均未出现在车展。 新华财经上海5月1日电正在举行的2025上海车展在展会 ...

作为大众品牌在全球最大的SUV，全新揽境车身尺寸全面加长，得房率高达87.2%，全面领先同级车型。得益于优秀的内部空间，新车也是 同级别车型中唯一在第三排不放倒情况下可以容纳四个行李箱(2个24寸+2个20寸)的车型。举家出行无论是乘坐体验还是储物体验都倍感从 容，重新定义奢适驾乘标准。 4月23日，2025上海国际车展隆重启幕。以"众进向新"为名，一汽-大众大众品牌携前瞻的技术成果、强大的商品阵容以及全新的品牌面貌， 实力亮相5.1号馆。由一汽-大众打造的大众品牌全球首款CMP平台概念车ID.AURA成为全场瞩目的焦点，全面焕新的6座/7座家庭旗舰SUV全 新揽境也成为现场的流量新星。以全新探岳L与揽巡领衔的SUV家族，由全新一代迈腾、速腾、高尔夫GTI等明星车型组成的轿车家族，以及 ID.家族携手并立，全矩阵展现一汽-大众大众品牌强大的商品阵容。 CMP平台概念车领衔智绘未来出行新生态 作为全球汽车行业的巅峰盛会，上海车展历来被称为行业的"风向标"。一汽-大众以CMP概念车ID.AURA和智慧座舱作为技术尖兵，大秀品牌 电动智能化转型的最新成果。 面向最富活力的中国年轻家庭，一汽-大众特别打造了大众品牌全 ...