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According to the insurance figures, SAIC Volkswagen sold a total of 1036514 vehicles in November 2022, down 15.35% from a year earlier, while SAIC Skoda was 40439, down 61.89% from a year earlier. SAIC Audi soared 8314.29% year-on-year, but only sold 5301 vehicles. From the perspective of sales data, Volkswagen brand plays an important role.

Skoda, a subsidiary of Volkswagen, is considering withdrawing from China and will make a final decision next year, according to German Automobile Weekly Automobilwoche and several domestic media reports. In response to this report, Skoda China officials responded that as part of the company's normal business operations, Skoda continues to evaluate its position in the international market and adjust its strategy to adapt to the development of the local market. this also includes the Chinese market. To this end, the company has maintained a continuous and constructive dialogue and exchange with our joint venture partner SAIC-Volkswagen in China to examine how to achieve the best positioning of Skoda brand in the Chinese market in the context of China's transition to fully networked electric travel. At present, the company has not made any decision on the need to adjust its strategy.

2022 is destined to be another year of twists and turns for Skoda. According to the insurance figures, Shanghai Auto Skoda sold a total of 38022 vehicles in the first 10 months of 2022, down 61.32% from the same period last year. In terms of specific models, the Ming Rui is Skoda's best-selling product, with sales of 8593 vehicles in the first 10 months of 2022, down 54.81 per cent from a year earlier. Sales of Cormick and Xinrui were 8290 and 6504 respectively, down 62.67 per cent and 64.25 per cent respectively from a year earlier. In addition, Kodiak is 3866, speed dispatch is 2412, Klock is 5311.

As for SAIC Audi, although it is a first-tier luxury brand, its sense of existence is lower than that of the new power brand under SAIC-Volkswagen. Prior to this, SAIC Volkswagen Audi Marketing Division General Manager Jia Ming dysprosium had set an annual sales target for SAIC Audi: "monthly sales of 3000-5000 units, annual sales of more than 40, 000 units." However, it seems that due to lack of strength, it also said that the goal of 2022 is not important: "SAIC Audi hopes to continue to build and strengthen its brand image and positioning." At present, SAIC Audi's models on sale include A7L, Q5 e-tron and Q6, but sales are very poor, with cumulative sales of just over 5000 in the first November, a far cry from the annual sales target of 40, 000 vehicles.

At present, SAIC-Volkswagen can only rely on the Volkswagen brand, whether Skoda or Audi is full of uncertainty.

In September this year, SAIC carried out an important reform of the marketing structure of SAIC Volkswagen Automobile sales Co., Ltd. The Volkswagen brand of SAIC Volkswagen sales Company has set up three brand-new model groups: SVI, SVH and SVV, corresponding to ID. Sales of series, high-end cars and mainstream cars, and transfer the main functions and powers of the previous sales department and marketing department to the newly established model group. Yang Siyao, secretary of the party committee of SAIC-Volkswagen sales Company and executive director of SAIC-Volkswagen brand marketing, said: "at present, the listing, positioning, pricing, medium-and long-term planning, pre-listing preparation and pre-sale of any new product are done by a unified team."

SVI is mainly responsible for SAIC-Volkswagen ID. Marketing and sales of the series. It is understood that the ID currently on sale under SAIC Volkswagen. There are three models in the series, namely, ID.3, ID.4 X and ID.6 X. SVH is mainly responsible for high-end models such as Passat and Tuguan family (High), as well as Huieng, Wei ran and Tuen families, which have a starting price of more than 280000 yuan, mainly to ensure the sales of high-profit models, so as to improve SAIC-Volkswagen's profitability. SVV is mainly responsible for the entry and mainstream products of SAIC-Volkswagen, including Lang Yi, Lingdu L, Polo and other models. From the perspective of the three major model departments, SVV is the department responsible for the largest number of models and the largest volume of sales among the three new departments, but the three model groups are equal-level departments. SVV does not get more tilt and bears greater sales pressure.

It is not clear whether the adjustment was inspired by SAIC-Volkswagen or SAIC. From the group level, SAIC Volkswagen, as the profit cow of SAIC Group, is much higher than SAIC GM and SAIC GM Wuling, so the sales volume will directly affect the profit performance of the group. According to SAIC's annual report, the net profit of SAIC belonging to shareholders of listed companies in 2021 was 24.533 billion yuan, an increase of 20.08% over the same period last year. Among them, the net profit of SAIC-Volkswagen was 10.186 billion yuan, down 34.24% from the same period last year.

In addition, the decline in SAIC-Volkswagen sales has also accelerated changes in the marketing structure. According to SAIC's financial report, SAIC-Volkswagen sold 2.0018 million vehicles, 1.5055 million vehicles and 1.242 million vehicles respectively from 2019 to 2021, and recorded double-digit year-on-year declines for two consecutive years. Since 2019, SAIC-Volkswagen has been overtaken by FAW-Volkswagen and has lost the top spot in the passenger car market for three consecutive years.

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