Volkswagen's strategic competitors are exposed, and BYD, Weilai, Xiaopeng and Ningde times are listed

Recently, at a meeting of the board of directors of Volkswagen Group in Berlin, the company conducted a phased inventory of the 2030 new auto strategy and discussed the priorities of this year’s work. At the same time, it also exposed the main competitors of Volkswagen Group in the fields of brand, vehicle, technology platform, software and battery for the first time, including Chinese enterprises such as Xiaopeng automobile, Weilai, BYD and Ningde times.

It can be seen that Volkswagen has realized that in the field of vehicle, the strength of BYD, Weilai and Xiaopeng can not be underestimated. In the field of battery and charging, Ningde era and BYD are also strong competitors.

2030 new auto strategy is an important strategy of Volkswagen for the future. Its goal is to accelerate the transformation of Volkswagen from a traditional automobile manufacturing enterprise to a software driven mobile travel service provider.

According to the strategic deployment, by 2030, Volkswagen’s share of pure electric vehicles is expected to rise to 50%. By 2040, all new vehicles sold by the group in major global markets will be close to zero emissions. By 2050 at the latest, the group will be carbon neutral.

From the current market sales, the pace of Volkswagen’s electric products has lagged behind Tesla and BYD, and even less than the new forces of car making, Weilai and Xiaopeng. According to the global electric vehicle sales data released by Volkswagen on April 14, in the first quarter of this year, the sales of pure electric vehicles of all its brands (including Volkswagen, Skoda, SIAT, Audi, Porsche and commercial vehicles) totaled 99100, a year-on-year increase of 65.2%. Among them, the global delivery volume of Volkswagen brand, as the pillar of Volkswagen Group, is 65100 vehicles.

In the first quarter, Tesla sold 310000 vehicles and BYD 286000 vehicles, which far exceeded the performance of Volkswagen’s new energy market; Only looking at luxury brands, Audi’s 24200 vehicles in the first quarter of this year also lagged behind Weilai’s 25800 vehicles. Last year, Volkswagen invested heavily in creating ID. Series electric vehicles have delivered 71000 vehicles in the Chinese market, and this year’s target is set at 150000.

In 2022, Volkswagen will launch five pure electric models in China to continue to increase the electric offensive. The public expects that if the impact of the COVID-19 is no longer aggravated and the shortage of chips is alleviated, ID. The delivery volume of the family is expected to increase steadily in 2022.

Looking forward to 2030, Volkswagen Group plans to launch more than 50 models in China, of which 40% are new energy models.

In addition to product layout, Volkswagen is also increasing investment in the Chinese market.

Volkswagen Anhui is the group’s first joint venture focusing on new energy vehicles in China and will build the group’s third MEB factory in China. The new plant will be fully completed in the middle of 2022 and the production of new energy models will begin in the second half of 2023.

Volkswagen Anhui will also focus on the R & D of new energy vehicles. The Volkswagen Anhui R & D test site, which broke ground in March 2021, is a one-stop product R & D site covering vehicle driving and component testing, virtual reality and engineering, software and application development and other testing functions. It will significantly improve the local R & D capacity of Volkswagen Anhui in China, ensure the comprehensive development of products, and accelerate the creation of leading mobile travel solutions in the future.

By 2026, Volkswagen Anhui will also launch fully interconnected pure electric vehicles produced through the group’s extensible system platform (SSP platform).

In addition, Volkswagen is accelerating the layout of the new energy vehicle industry chain and working with GuoXuan high tech to develop the first generation of standard cells for the group’s conventional mass production models; Signed a memorandum of understanding with Huayou cobalt industry and Qingshan group to establish two joint ventures, covering the upstream and downstream of the battery cathode material supply chain; The group has made great efforts to develop the charging network in China through the joint venture Camus, and plans to lay out 17000 charging terminals in China by 2025.