Core Insights - Volkswagen AG (VWAGY) experienced a nearly 50% year-over-year increase in electric vehicle (EV) deliveries in the first half of 2025, delivering 465,500 battery electric vehicles (BEVs), which accounted for 11% of total global sales, up from 7% a year earlier [1][11] Delivery Performance - In the second quarter of 2025, VWAGY delivered 248,700 electric vehicles, a 37.6% increase year-over-year, with Europe being the largest EV market, reporting 189,700 BEV deliveries, a growth of nearly 73% year-over-year [2][4] - The total vehicle deliveries for the Volkswagen Group in the second quarter reached 2.27 million, with BEVs representing 10.95% of those sales [4] Regional Performance - Performance in China declined, with only 33,400 EVs delivered in the second quarter, down 32.6% year-over-year [3] - The United States saw a mixed performance, with a 24.3% year-over-year increase in BEVs in the first half, but a slight dip of 600 vehicles or 5.2% year-over-year in the second quarter [3] Brand Contributions - Volkswagen Passenger Cars led in overall EV deliveries, although its second-quarter volume dipped slightly by 2.8% year-over-year to 97,500 units [5] - Skoda recorded a dramatic growth of 196% year-over-year in the second quarter, delivering 46,000 units, while Seat/Cupra and VW Commercial Vehicles also showed significant increases [5] - Audi delivered 55,000 EVs, up 34.1% year-over-year, while Porsche saw a 235.6% increase, delivering 15,800 EVs in the first half [6] Model Performance - The new Macan entered the top 10 best-selling models within the Group, with 25,900 units delivered in the first half of the year [7] - The VW ID.4/ID.5 duo led the MEB platform models with 84,900 units, followed by the ID.3 and Audi's Q4 e-tron [7] Future Outlook - The company is maintaining strong momentum, driven by the launch of numerous new models, with incoming orders for fully electric vehicles rising more than 60% year-over-year [9]

撰 文 / 张霖郁 编 辑 / 黄大路 设 计 / 赵昊然 大众中国近期在官网发布了一篇奥博穆（Oliver Blume）接受《南德意志报》的专访，由此，把他 自出任大众集团CEO以来一直争议的话题重新搬到了公共传播领域。 这个话题就是关于他是否应同时担任大众集团CEO和保时捷CEO，还是必须放弃其中一个。 年度股东大会的提问环节，Deka投资的英戈·施皮希（Ingo Speich）明确说："奥博穆先生，我们再 次郑重呼吁：请您放弃其中一个董事会职位"，他指出奥博穆身兼两家公司CEO，这样的治理结构 存在利益冲突，正"严重损害公司声誉，带来巨大的财务损失。" 与前两年投资者个别发声不同，此次股东大会出现明确对抗态势。 奥博穆是大众集团史上首位双料CEO，既担任母公司大众集团CEO，又是保时捷CEO。 1990年至今，大众集团CEO分别为费迪南德·皮耶希（Ferdinand Piëch）、皮舍特里德（Bernd Pischetsrieder）、马丁·文德恩（Martin Winterkorn）、马蒂亚斯·穆勒（Matthias Müller）以及赫伯特 ·迪斯（Herbert Diess），这些前任都没有兼任过 ...

编 译 / 路 . 行 设 计 / s h e l l y 来 源 / 路透社 以强劲汽油发动机而闻名的法拉利自2019年起开始销售混合动力车型，去年，混动车型占法拉利汽 车销量的51%。 法拉利SF90 Stradale混合动力跑车（图片来源：路透社/Arnd Wiegmann） 其将于今年10月开始分三阶段揭晓首款电动车，最终将在明年春季全球首发，首批客户交付时间为 2026年10月。 两位知情人士向路透社透露，由于高性能豪华电动车型需求不足，法拉利原计划于2026年推出的第 二款纯电动车，已被推迟至最早2028年推出。 电动跑车缺乏轰鸣声——这是许多富裕买家的核心卖点之一，而汽车制造商也一直难以克服电池太 重、持续动力不足等问题，这些因素限制了电动车在高性能市场的吸引力。 一位消息人士表示，需求疲软为法拉利争取了时间，用于进一步开发其第二款电动车所需的自研技 术。 另一位消息人士称，这是法拉利第二次推迟这款车型的推出时间。最初推迟了一年，而如今最早也 要等到2028年。这位人士表示，目前高性能电动车的需求"为零"。 据路透社去年报道，由前苹果公司首席设计官乔纳森·艾维（Jony Ive）参与设计的这款首 ...

华夏时报记者 刘凯 北京报道 近日，"保时捷终端价格跳水"话题如一颗重磅炸弹，引发消费者与行业人士的广泛关注。曾经在豪华车 领域以"价格坚挺"形象示人的保时捷，旗下卡宴、帕拉梅拉等热门车型在多地出现大幅降价，部分车型 折扣低至6.5折。这一价格调整不仅打破了传统豪华车长久以来的"价格神话"，更深刻折射出新能源时 代下豪华车市场正在经历的深层变革。在新能源汽车的冲击下，传统豪华车品牌面临着前所未有的挑 战，价格调整成为它们在激烈市场竞争中寻求生存与发展的无奈之举。 与此同时，记者了解到，奔驰、宝马、奥迪等传统豪华品牌也均有价格调整，终端市场上活动不断。这 一系列降价现象背后，是整个传统豪华车阵营在2024年表现低迷的大背景。保时捷在华销量自2021年达 到峰值后持续下滑，2025年一季度销量更是同比下滑42%，中国市场从"最大单一市场"跌至全球第三 位。奔驰、宝马、奥迪在中国市场的销量也均有不同程度的下滑。 保时捷价格调整 记者通过电话了解到，北京、天津和深圳等地的保时捷价格均有所下调，但各地区价格调整并不相同。 在深圳地区，优惠力度堪称"标杆"。以2025款卡宴为例，最高优惠达35%。一辆选配完价格为115万 ...

在瑞典，特斯拉5月份新车销量同比暴跌53.7%；葡萄牙市场下降幅度达68%。值得一提的是，这两个市 场5月份电动汽车整体销量均增长了近四分之一。此外，特斯拉在丹麦的销量下降30.5%，荷兰下降 36%，西班牙下降19%，法国PFA周日公布的数据显示其销量下降67%。 来源：环球网 【环球网智驾综合报道】2025年6月3日据路透社报道，5月份特斯拉欧洲多个市场的汽车销量遭遇大幅 下滑，这已是连续第五个月出现销量下降态势，其背后原因被指与首席执行官埃隆·马斯克的政治活动 以及车型阵容老化有关。 自2020年以来，特斯拉尚未推出新的主流车型，而传统汽车制造商正争相生产价格更实惠的电动汽车， 比亚迪等中国竞争对手也纷纷进入欧洲市场，特斯拉如今在多个市场面临着更为激烈的竞争。例如在瑞 典，大众电动汽车ID.7的销量几乎是Model Y的两倍，特斯拉大众市场车型Model 3在瑞典的销量也不及 保时捷Macan、比亚迪Seal和小鹏汽车G6等电动车型。 电动汽车游说团体FairCharge的创始人昆汀·威尔逊称，特斯拉的降价刺激了销售，但由于目前只有 Model Y和Model 3销量较大，"该品牌的未来前景并不乐观"。 ...

Core Viewpoint - Xiaomi's chairman Lei Jun addressed the challenges faced by the company during the launch of the Xiaomi YU7, emphasizing the importance of acknowledging imperfections and committing to improvement over the next five years [3][5]. Product Launch and Features - The Xiaomi YU7 was introduced without a price announcement, focusing instead on its design, configuration, and safety features [3][14]. - The YU7 features a performance four-wheel drive version with a maximum power of 508 kW, 0-100 km/h acceleration in 3.23 seconds, and a top speed of 253 km/h, surpassing competitors like Tesla Model Y Performance [9]. - The vehicle boasts an impressive range, with the entry-level version achieving 835 km and the Pro and Max versions reaching 760 km and 770 km respectively [11]. - The YU7 incorporates advanced safety features, including the NVIDIA Thor chip, multiple radar systems, and high-strength steel materials for enhanced occupant protection [13]. Market Positioning and Competition - Xiaomi YU7 is positioned against established brands like Tesla and Porsche, with a design inspired by luxury aesthetics [6][9]. - The absence of a price announcement has led to speculation about its market positioning, with predictions suggesting a price range between 209,800 to 245,900 yuan [25]. - The mid-to-large electric SUV market is highly competitive, with several brands vying for market share, indicating that Xiaomi will face significant challenges as a newcomer [27]. Consumer Response and Market Strategy - The pre-launch buzz around the YU7 was significant, with high consumer interest reflected in the surge of secondary market activities, despite the lack of a price announcement [14][23]. - Industry experts believe that not disclosing the price allows Xiaomi to gauge market reactions and adjust pricing strategies accordingly, while also addressing production capacity issues [23]. - Lei Jun's remarks about the potential for Xiaomi to rise in the market reflect a strategic mindset aimed at overcoming initial challenges and competition [27].

编 译 / 钱 亚 光 设 计 / s h e l l y 来 源 / w w w. m o t o r 1 . c o m , c a r b u z z . c o m , w w w. a u t o b l o g . c o m ，i n v e s t o r r e l a t i o n s. p o r s c h e . c o m 与许多汽车制造商一样，保时捷也积极致力于电动汽车的发展。但由于电动汽车需求的增长开始放 缓（尤其是在豪华车领域），该汽车制造商放弃了这一目标。 这意味着将按照此前宣布的计划裁减员工，并努力强调"价值重于数量"。换句话说，就是通过销售 更少的汽车来赚取更多的利润，而且这些汽车中将会有更多的混合动力车型。 在5月21日保时捷股份公司（Porsche AG）2025年度股东大会上，保时捷执行董事会主席、CEO奥 博姆（Oliver Blume）在发言中表示："我们的目标是在2030年之前推出超过80%的全电动跑车。这 是整个行业中最为雄心勃勃的目标之一。我们的产品策略仍能让我们实现这一目标。但鉴于市场的 发展情况，这并不现实。因此，我们的电动汽车产量提升策略将灵活调 ...

Core Viewpoint - The "Consumer Summer" event in Xiamen successfully attracted over 200,000 visitors, showcasing a blend of policy benefits, financial support, and corporate discounts to stimulate local consumption [3][6][31] Group 1: Event Highlights - The event featured over 100 enterprises and transformed five themed areas into immersive consumer experiences [1][3] - The "Quality Life" section presented a comprehensive layout by Jianfa Group, covering housing, automobiles, tourism, and food, enhancing the consumer experience [3][6] - Various interactive activities, including a digital interaction zone and a robot fun party, engaged visitors and created a vibrant atmosphere [20][22] Group 2: Product Showcases - Jianfa Group displayed multiple new car models, including luxury brands like Aston Martin and Porsche, attracting significant attention from attendees [5][24] - Traditional local brands, such as Yangjiang Oyster Sauce, showcased their products, emphasizing the cultural heritage and quality of local goods [9][13][15] Group 3: Youth Engagement - The event included creative workshops and art displays that appealed to young people, fostering a sense of community and cultural exchange [6][16] - Local artists and creators presented unique handmade products, drawing interest from attendees and promoting local craftsmanship [16][18] Group 4: Financial and Historical Context - The event also featured an exhibition by Xiamen Bank, highlighting its 110-year history and contributions to the city's development, enhancing the connection between finance and local culture [28][29] - The bank's historical display included significant milestones in financial innovation, reflecting the evolution of services that have impacted the community [28][29]

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Core Insights - The Shanghai Auto Show 2023 highlighted the dominance of new energy vehicles (NEVs), with over 70% of the 1,300 exhibited vehicles being NEVs, while traditional fuel vehicles still accounted for 30% of the new models presented [1][11]. Group 1: New Energy Vehicles - NEVs were the main attraction at the Shanghai Auto Show, with major brands like BBA and Porsche showcasing multiple electric models [1][3]. - The presence of new energy brands such as Hongmeng Zhixing and NIO drew significant crowds, indicating a strong consumer interest in electric vehicles [1][3]. Group 2: Fuel Vehicles - Despite the rise of NEVs, fuel vehicles experienced a resurgence in interest, with many consumers drawn to classic models and unique offerings at the show [5][11]. - The presence of iconic models like the Lexus LS400 and the new Volvo XC90 attracted considerable attention, suggesting a nostalgic appeal among consumers [5][10]. Group 3: Consumer Preferences - Over 40% of consumers still prefer fuel vehicles, valuing the mechanical feel and driving experience that electric vehicles cannot replicate [11][16]. - Many consumers expressed a desire for a balance between the emotional value of fuel vehicles and the technological advancements of NEVs, indicating a potential market for hybrid offerings [20][23]. Group 4: Market Trends - The automotive market is likely to see a coexistence of fuel and electric vehicles, with each catering to different consumer needs [20][23]. - Fuel vehicles must innovate and incorporate smart technologies to remain competitive against the rapid advancements in NEVs [20][23].