On January 14, Volkswagen AG officially released its sales figures for the fourth quarter and the full year of 2025. The data shows that Volkswagen AG's global sales reached 9.0274 million vehicles in 2025, a year-on-year decrease of 2.3%, with fourth-quarter sales at 2.503 million vehicles, down 0.8% compared to the same period last year. In 2025, the Group's pure electric vehicle sales were 744,800 units, declining 3.4% year-on-year, with 238,200 units sold in the fourth quarter, a slight drop of 0.5%. Breaking down by brand, the Volkswagen passenger car brand sold 4.7969 million vehicles for the full year, a decrease of 1.4%, although its fourth-quarter sales of 1.4002 million units saw a modest 0.3% increase. Škoda achieved annual sales of 926,600 vehicles, surging 6.9% year-on-year, with a strong 13.7% growth in the fourth quarter to 255,300 units. The SEAT/CUPRA brand sold 558,200 vehicles for the year, up 7.5%, and delivered 136,100 units in the fourth quarter, a 6.8% increase. The Audi brand's annual sales were 1.6712 million vehicles, witnessing a significant 11.8% decline; however, its fourth-quarter sales of 435,600 units rebounded with a 14.3% growth. Bentley's full-year sales were 10,600 units, plummeting 21.5%, with fourth-quarter sales of 3,300 units down 7.0%. Porsche sold 310,700 vehicles in 2025, a 3.0% decrease, but its fourth-quarter sales of 84,700 units grew by 9.3%. Lamborghini's annual sales reached 10,700 units, increasing 5.7%, though its fourth-quarter sales of 2,300 units fell by 3.9%. Overall, the core mass-market passenger car brands achieved growth for the year, with Škoda being a particular standout; in contrast, the luxury brands generally experienced declines, with Audi and Bentley both seeing full-year drops exceeding double digits. From a regional perspective, Volkswagen AG's sales in Western Europe for the full year were 3.2586 million vehicles, a slight decrease of 0.4%. Sales in Central and Eastern Europe reached 512,000 units, jumping 11.7% year-on-year. Sales in North America and South America were 1.057 million and 518,200 vehicles respectively, growing by 6.4% and 14.7%. The Middle East/Africa region saw sales of 382,300 units, an increase of 6.4%. Sales in the Asia-Pacific and other regions were 295,200 vehicles, a sharp decline of 17.6%. In terms of growth drivers, markets like Central and Eastern Europe and the Americas contributed positively to the delivery figures; however, declines in the larger markets of Western Europe and China ultimately led to the Group's overall annual sales decrease. China, as a crucial market for Volkswagen, once provided powerful momentum for its global sales growth, but the current situation is less optimistic. In 2025, Volkswagen AG's sales in the Chinese market were 2.9281 million vehicles, a 9.5% year-on-year drop from the previous year's 3.236 million, falling below the 3-million mark and accounting for 32.4% of its global total, remaining its largest single market worldwide. With the strong rise of Chinese domestic automakers such as BYD, Chery, and Geely, market competition has become exceptionally fierce. Domestic brands have rapidly captured market share in the new energy vehicle sector by leveraging advantages in cost-effectiveness, advanced battery technology, and intelligent features. When facing these competitors, Volkswagen's former advantages in product pricing and智能化水平 are no longer as distinct, leading to a gradual erosion of its market share. Nevertheless, Volkswagen is actively advancing its "In China, for China" localization strategy within the market. According to a technology cooperation upgrade agreement signed between Volkswagen Group and FAW Group, the partners plan to launch more than 11 new models for the Chinese market starting in 2026. Concurrently, Volkswagen's new energy vehicles will introduce全新的 electric platforms like the CMP and the new electronic architecture CEA, accelerating the transition to intelligent electric vehicles. By 2027, Volkswagen's portfolio of new energy models is expected to expand to approximately 30, increasing further to around 50 models by 2030, of which 30 will be pure electric. Through its localization strategy, Volkswagen aims to better meet Chinese consumers' demands for vehicle intelligence and personalization, thereby enhancing product competitiveness and consolidating its position in the Chinese market. Ahead of the 2025 Shanghai Auto Show, Volkswagen unveiled three concept cars in China: the SAIC Volkswagen ID.ERA concept (a full-size range-extender hybrid SUV), the FAW-Volkswagen ID.AURA concept (a compact pure electric sedan), and the Volkswagen Anhui ID.EVO concept (a full-size pure electric SUV). Among them, the SAIC Volkswagen ID.ERA concept has been officially named the ID.ERA9X, representing Volkswagen's first-ever range-extender vehicle globally, with mass production scheduled to begin in April 2026. The Volkswagen Anhui ID.EVO concept has been officially named "与众08" and will be the third model produced by Volkswagen Anhui, planned for launch in 2026. Additionally, plug-in hybrid models such as the Passat ePro, Magotan PHEV, and Tayron L PHEV are also set to hit the market in 2026.
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