Volkswagen (VOW) Investor update summary

Strategic transformation, localization, and market outlook

• Accelerated transformation into a tech-driven leader with a fully localized strategy, leveraging Chinese innovation and partnerships for rapid product development.

• Reduced development time by 30% and platform costs by up to 50%, with deep integration into China's innovation ecosystem.

• China remains the largest and fastest-growing premium automotive market, with NEV share forecast to reach 70% by 2030.

• Strategy evolving to 'In China, for China & Support Global,' leveraging local strengths for global support and export.

• VCTC, the largest R&D center outside Germany, focuses on intelligent connected vehicles for China.

Product and technology offensive

• Over 20 new energy vehicles launching in China in 2026, expanding to 50 electrified models by 2030, including 30 all-electric vehicles.

• Four world premieres unveiled: Volkswagen ID. UNYX 09, ID. AURA T6, JETTA X, and Audi E7X, all tailored for the Chinese market.

• New models feature advanced local R&D, including China Electronic Architecture (CEA) and CARIZON's L2 Advanced ADAS.

• JETTA brand expands into the entry-level NEV segment, targeting the RMB 100,000 segment with four new models by 2028.

• Diverse powertrains offered, from battery electric to plug-in hybrid and range extenders, to meet varied market needs.

Intelligent driving, AI, and digital innovation

• Level 2+ ADAS launched in 18 months; six models with Level 2++ coming in the second half of the year.

• CARIZON, a joint venture with Horizon Robotics, employs 700 ADAS experts and leverages Horizon Journey 6 SoC chips.

• "Agentic AI for all" roadmap launches in 2026, integrating onboard AI agents using locally trained large language models for intuitive, human-like interaction.

• Next-generation CEA 2.0 in 2027 will unify intelligent driving and cockpit control across all powertrains.

• AI-driven development system GAIA enables up to 300,000 km of simulated testing daily, with 100 million km tested in 12 months.