Global Autos Daily: Market Update

研报英文原文证据摘录

Global Autos Daily: Market Update

Deutsche Bank

Research

Europe Strategy Date

1 July 2026

Global Autos Daily Market Update

The Morning News

Tim Rokossa

VW and China-developed models for Europe, Pirelli US Head of European Equity Research

localization, Alfen new CFO, Renault, Forvia & Hella Q2/H2

previews, Tesla Q2 delivery preview, June US sales preview, Christoph Laskawi

Research Analyst

CPCA & AD tech outlook expert call details, Horizon

Robotics update, US Economic Perspectives - Trend Nicolai Kempf

inflation, Fed Notes - Task force takes #1, Asset Allocation - Research Analyst

Q2 earnings, dbDataInsights - Gulf shipping tracker, Edison Yu

Thematic Research - AI IPOs 101 Research Analyst

Bin Wang

INVITES: Ferrari Expert call (7/9), Truck'n'Roll - Truck IAA Research Analyst

Field trip (9/15-16) Nikita Papaccio

VW is exploring China-developed models for Europe (Wiegratz)

Winnie Dong

Handelsblatt reports that VW is evaluating the import of China-developed VW-

brand vehicles into Europe, with a potential second step involving production of

vehicles or components at European plants such as Zwickau. Potential models Laura Li

include the ID.Era 9X and a future CSP-based SUV, while the assessment also Research Associate

covers adapting China-developed software and technologies for European James Mulholland, CFA

requirements. However, Zwickau has previously been discussed as a potential Research Associate

closure candidate according to earlier Manager Magazin reporting. The rationale Wei Huang

appears to be leveraging lower development and manufacturing costs in China, Research Associate

bringing more competitive products to Europe and improving utilization of

Mira Wiegratz

European capacity, although no decision on models, volumes or production has

Research Associate