大众品牌中国更新

CEO of Volkswagen China Passenger Cars Brand大众汽车乘用车品牌中国CEO VW Brand China Update Stefan MechaCEO Volkswagen Brand China Recap | Key messages in China Capital Markets Day 2024 01Drive furtherBEV transformationwithstrong ICE business 02Capture & extendcore customer groupswithcomplimentary brand categories,while addressing allmajor profit poolswithcomprehensive EV portfolio 03AccelerateICV transformationvia ‘in China for China’partnershipand ownlocalsolutions, esp. leveraging on onezonal E/E architecturefor all BEV from 2026 04Reachcost paritywith local cost leader viaChina Main Platform 3 JVs concepts unveiled delivering on the promises made with theID. CODE in design, tech and commitment to Chinese customers Solid overall results in 2024 with share gained in ICE market 3 phases to accelerate ICV transformation and reach our targetpicture by 2030; we are now in the transition phase to 2026 2029-2030Target#1 2026-2028New growth internationalbrand 2024-2025 Comprehensive & competitive BEVsCompetitive hybridizationOne zonal E/E architecture Stabilization New generation of smart ICEsNew BEV brand categoryPush forward ’In China, for China’ &get ready for new NEV generation Plan is set for stabilizing 2025 while preparing the ground formarket launches in 2026 We are on a good track to gain market share in order to reach our2030 targets via 4 key levers Key levers to gain volume and market share Comprehensive NEV portfolioincl. PHEV & EREV Trustful & Strong Local Partnerships Superior Productsincl. design, tech & cost competitiveness Comprehensive NEV Portfolio Launches of leading-edge NEV product portfolio by 2030 withcompetitive tech and cost No. of new NEV models incl. PHEV / EREV variants1 Our NEV/ICV transformation is being accelerated by strong andtrustful local tech partnerships Strategic tech partnerships of Volkswagen Brand in China Comprehensive NEV Portfolio We will address all major segments in NEV volume market startingfrom 2026 Our new NEV generation will be especially enhanced in thetop aspects that matter to Chinese customers Top purchase consideration factors Superior Products ID. UNYX line-up to be highly competitive with progressive stylingand advanced technology First fully connected pure-electricfull-size SUV w/ SOP in Q1 2026 Superior Products Capitalize growth in PHEV & EREV segment at China speedincl. 1stVW Extended Range Electric Vehicle (EREV) ID. ERA First ever full-size SUV EREVw/ SOP in Q1 2026 Superior Products Our China-specific Compact Main Platform (CMP) enablescompetitive electric offers in BEV A segment to gain market share First ever CMP-based conceptID. AURA 4 BEV models on CMP1stSOP in Q4 2026 40% less material cost vs.MEB ensuredMore to be optimized to reach cost parity with local cost leader at SOP Strengthened Footprint We are exploring export opportunities together with all JointVentures to enhance VW global footprint Successful pilot2024 in Vietnam More opportunities to further expand China exports in preparation(Illustrative) Brand VW: A New Dawn 013 JVs NEV conceptsunveileddelivering on the promisesmade with the ID. CODE 02Launches ofcomprehensive leading-edge NEV portfolioby 2030incl. enhanced PHEVand EREV, accelerated bygreat local tech partnership ~10 new NEV modelsin 2026 withprogressive styling,competitive technology and costand contributing to enhanceglobal footprint of the brand03 04In delivery phaseto reach our 2030 targets