（文/观察者网 张家栋 编辑/高莘） 据彭博社近日报道，有知情人士透露，大众电动版高尔夫（ID.Golf）的上市计划将面临长达9个月的延 期。 大众沃尔夫斯堡工厂 大众集团官网 由于预算受限，大众汽车集团位于德国沃尔夫斯堡的工厂为生产新一代电动汽车而进行的改造计划已陷 入停滞。知情人士补充称，将现有大众燃油版高尔夫的生产转移至墨西哥的计划也因此被迫延迟。其中 一名知情人士还指出，大众电动版T-Roc的推出时间也受到影响。 不过，由于战略转变，大众此前对燃油车工厂的改造计划延期，也正带来附加影响。知情人士表示，在 工厂改造计划推迟的同时，当前该工厂频繁遭遇技术故障与设备故障，已多次导致生产线陷入停滞状 态，沃尔夫斯堡工厂工人的不满情绪正不断加剧。 知情人士还透露，目前大众汽车集团正拟定2026年—2030年预算计划，其中包含多项关键的投资与生产 决策。其中，在一项总额预计为1600亿欧元（约1.3万亿元人民币）的预算中，大众可能会划拨一小部 分用于解决沃尔夫斯堡工厂的技术问题。 不过，从刚刚结束的慕尼黑车展（IAA 2025）来看，大众等欧洲传统车企目前面临的最大挑战，是在 欧洲市场的电动化转型中尽快降低成本， ...

当地时间9月8日，2025年慕尼黑车展（IAA Mobility）正式拉开帷幕，并于9日～14日面向公众开放。本届车展以"'动'悉一切（It's all about mobility）"为主题，聚焦移动出行、可持续发展和技术创新三大核心方向。 以大众集团、宝马、梅赛德斯-奔驰为代表的德国东道主企业盛装登场，欧宝、现代汽车、Lucid等外国车企也来捧场，博世、舍弗勒、法雷奥、欧摩威（此 前为大陆集团汽车子集团）、马勒、电装、爱信、松下、谷歌等零部件巨头及科技公司也带来了各自的最新技术。 值得注意的是，中国参展企业数量继续大幅增长。根据德国汽车工业协会（VDA）的数据，本届慕尼黑车展共有116家来自中国的参展商注册，是仅次于德 国企业的最大参展商群体，相比2023年的70家数量再度攀升。参展商涵盖整车、动力电池、自动驾驶、激光雷达、智能座舱等领域。其中，主机厂包括一汽 红旗、长安、比亚迪、奇瑞、东风风行、广汽、问界、小鹏、零跑、领途、212越野等。中国供应链企业大规模参展同样也是本届车展的一大亮点，例如宁 德时代、中创新航、地平线、黑芝麻、速腾聚创、大疆卓驭、Momenta等。 主场作战 德系车油电两手抓 梅赛德 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it [20]. Core Insights - The 2025 IAA Mobility event highlighted the competitive dynamics between Chinese and European automakers, with over 100 Chinese companies participating, making China the largest foreign exhibitor [6][1]. - Chinese automakers are accelerating their overseas expansion, focusing on a full-chain strategy that includes products, channels, and supply chains to enhance their market presence in Europe [7][2]. - European automakers are prioritizing cost reduction and efficiency to maintain profitability while facing increasing competition from Chinese brands [8][3]. - The report identifies three key trends: rapid overseas expansion by Chinese OEMs, a shift in competition towards system-level capabilities, and a pragmatic market structure in Europe that includes both PHEVs and entry-level BEVs [9][4]. Summary by Sections Event Overview - The IAA Mobility event took place from September 8-14, 2025, in Munich, featuring 748 exhibitors, with a significant representation from Chinese companies [1][6]. Chinese Automakers' Strategies - BYD plans to start production in Hungary and establish over 1,000 stores in Europe by the end of 2025, expanding to 2,000 by 2026 [7][2]. - XPeng showcased new models and announced a new R&D center in Munich, emphasizing its AI and mobility ecosystem [7][2]. - Leapmotor and GAC also introduced new models targeting the European market, highlighting their commitment to local production and market penetration [7][2]. European Automakers' Responses - BMW aims to reduce EV costs by 40-50% and achieve profitability levels comparable to ICE vehicles by 2026 [8][3]. - Mercedes-Benz and Volkswagen are focusing on maintaining their market positions without engaging in price wars, while Renault and Stellantis are adjusting their strategies to emphasize lower-cost models [8][3]. Key Trends - The report outlines three major trends: the acceleration of Chinese automakers' overseas expansion, the transition of competition towards comprehensive system capabilities, and the emergence of a dual market structure in Europe that accommodates both PHEVs and entry-level BEVs [9][4].

Group 1 - The Munich International Motor Show is set to showcase new electric vehicles from both European and Chinese automakers, with companies like BMW and Mercedes-Benz already revealing models ahead of the event [1][10][13] - Chinese automakers such as Leap Motor, Xpeng, and Changan are preparing to make a strong entrance into the European market, capitalizing on the declining sales of Tesla in the region [2][4] - Leap Motor's new model, Lafa 5, will debut at the show, with the company aiming for overseas sales of 50,000 to 80,000 units this year, highlighting Europe as a key market [4] Group 2 - Xpeng is expected to showcase its new P7 model, which has already gained traction in several European countries, indicating strong interest in Chinese electric vehicles [6] - Horizon Robotics and Momenta will also present their technologies at the show, emphasizing the growing presence of Chinese suppliers in the European automotive market [6] - Audi is generating buzz with its new TT concept car, which features a futuristic design that blends elements from its previous models [7][8] Group 3 - BMW's iX3 and i3 models, based on the Neue Klasse platform, are anticipated to be significant highlights at the show, representing a strategic shift for the company [10] - Mercedes-Benz's GLC EV features an impressive 39.1-inch "Hyperscreen" display, showcasing the brand's commitment to innovation in electric vehicles [13] - Volkswagen will unveil the ID.Polo, a revival of the classic model in electric form, which will also include a GTI version, marking a significant step in the brand's transition to electric vehicles [15][16]