Several people familiar with the matter said that the domestic version of Audi Q6L e-tron will provide lithium iron phosphate batteries and ternary lithium battery versions, with the former using blade batteries from BYD system and the latter from Ningde Times, the Financial Associated Press reported.
It is understood that the domestic version of Audi Q6L e-tron is the first pure electric model based on the PPE platform, which will be offline at the Audi FAW PPE plant in Changchun, which is the first production base in China where Audi has a controlling stake and only produces pure electric models. With the completion of base construction and equipment installation by the end of the year, next year's first model, the Q6L e-tron, will be offline at the Audi FAW PPE plant in Changchun, according to the person familiar with the matter.
In response to the above news, BYD said that there is no relevant information to disclose, subject to the relevant announcement of the company or the whole vehicle. According to statistics, BYD's "blade battery" external customers include FAW, Hongqi, Toyota, BAIC Foton, Xugong and Jianghuai Automobile and so on. Industry insiders believe that BYD's battery supply business has been prepared for a long time, but the actual number of fixed-point delivery is not large. About 95% of its share is self-supplied models, and cooperation with Audi FAW may become an important step for BYD's battery business to the external supply market.
At present, Audi has three joint ventures in China, including FAW-Volkswagen, SAIC Audi and Audi FAW, but whether it is FAW-Volkswagen or SAIC Audi, Audi has no control until the emergence of Audi FAW. Audi has more dominance. In October 2020, Audi set up its third joint venture in China, Audi FAW, which is Audi's only holding company in China, with Audi holding 55%, FAW 40% and Volkswagen 5%.
In January 2021, China FAW Board, Audi Management Board and Volkswagen Group Supervisory Board officially signed a contract to announce that Audi FAW New Energy has officially settled in Changchun. In June 2022, Audi FAW's first PPE plant was opened in Changchun, which is Audi's first base in China to specialize in the production of pure electric models. The project is scheduled to be completed in December 2024 and will be put into production of three pure electric models, B+SUV e-tron, B+SAV e-tron and C Lim LWB e-tron, corresponding to Q6 e-tron (eQ5), Q6 e-tron Sportback (eQ6) and A6L e-tron.
Audi FAW focuses on the development of new energy vehicles, which is regarded as the key for Audi to expand its line-up of electric vehicles in China and the world, and the important task of electric transformation carried by Changchun PPE plant is also regarded by the industry as the key for Audi to reshape its brilliance in the Chinese market. According to reports, the first phase of the Audi FAW New Energy vehicle project plant in Changchun was installed in March this year, and is expected to formally put into production of a new generation of high-end intelligent networked electric vehicles based on the PPE platform by the end of 2024.
China is already Audi's largest single market in the world, but its performance in China is not good. According to the official website, Audi currently sells new energy vehicles in China, including Q2L e-tron, A6L e-tron, Q4 e-tron, e-tron, Q5L e-tron and so on, but the sales performance is not excellent. According to the data, Audi sold 296000 vehicles in China in the first half of this year, down 6.6 per cent from a year earlier, while Mercedes-Benz and BMW sold 377200 and 392000 vehicles respectively, up 6 per cent and 3.7 per cent respectively. It is clear that Audi has lagged behind BMW and Mercedes-Benz in China.
In the first half of the year, the cumulative sales of Q4 e-tron, Q5 e-tron, A6L plug-in hybrid, e-tron and Q2 e-tron were 8982, 2119, 1421, 229 and 98 respectively. From the intuitive data, it is not difficult to find that Audi still has no popular models in China's new energy market. Now the fuel vehicle has reached its peak, and the new energy vehicle has gradually become an important product in the layout of traditional automobile manufacturers. Earlier, Oliver Blume, chief executive of Volkswagen Group, publicly admitted that the Audi brand lagged behind its competitors, particularly in electric cars, and promised to revive Audi's highlight moment in the future.
This year is a critical year for Audi's transformation. In March this year, Audi China announced that Audi's new models for the global market will be fully switched to pure electric cars from 2026, and the production of internal combustion engine models will be phased out by 2033. At that time, Audi's own production bases around the world will be put into production of electric cars. "in 2024 and 2025, we will launch a new offensive in China's electric car market with new products." Audi global CEO Duthman said.
According to the plan, by the end of 2025, Audi will gradually launch 20 new models, including 10 electric cars, Audi will deploy one pure tram in each market segment in 2027, and Audi FAW new energy project will introduce Audi Q6L e-tron, Q6L sportback e-tron and A6L e-tron, with a total planned production capacity of 600000 vehicles.
"the first phase of the Audi FAW new energy vehicle project has a full capacity of 300000 vehicles, while the second phase also has a capacity of 300000 vehicles," the person familiar with the matter said. "the land for the second phase of the plant has been reserved. In addition to producing the first model, Q6L e-tron, the first phase of the plant will also produce Q6L sportbacke-tron and the third model, A6L e-tron."
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