受国内需求减弱和竞争加剧影响，大众、梅赛德斯 - 奔驰、宝马和保时捷等德国主要汽车制造商在中国市场的季度销量出现大幅下滑 [1]。这一趋势导致其整体利润承压，并迫使部分企业调整在华战略，如缩减车型阵容 [1]。数据显示，在4月至6月期间，上述车企在中国的销量同比暴跌30%至41% [1]；今年上半年，这些企业在华市场的销量均出现超过20%的同比下滑 [1]。其中，大众集团在中国上半年的交付量下降36.6%，降至约424,300辆，这一表现拖累了其全球销量的下跌幅度达8.6% [1]。面对严峻形势，大众集团宣布将在最新销量下滑后将其车型阵容削减多达一半 [1]。宏观层面来看，中国上半年乘用车总销量同比下降24%，降至约830万辆 [1]；咨询公司AlixPartners预计今年中国轻型车辆销量将下降约10% [1]。
German automakers Volkswagen, Mercedes-Benz, BMW, and Porsche saw their quarterly vehicle sales in China plummet between April and June by 30% to 41%, according to AP News [1]. The broader trend for the first half of the year showed a decline exceeding 20% across these manufacturers' sales figures in the Chinese market [1]. Volkswagen Group specifically reported that its deliveries in China fell 36.6% to approximately 424,300 units during this period, which dragged down the group's global sales by 8.6% [1].
This sharp downturn is attributed to weakening domestic demand and intensifying competition within the region [1]. In response to these challenges, Volkswagen Group announced plans to cut its vehicle lineup in China by as much as half following the latest drop in deliveries [1]. Meanwhile, overall passenger car sales across China for the first half of the year declined 24% compared to last year, reaching roughly 8.3 million units [1]. Looking ahead, consulting firm AlixPartners forecasts that light vehicle sales in China will fall by about 10% this year [1].