VW Anhui reportedly plans no new models for 2027-28 as deliveries slip to 1,597

Volkswagen Anhui, the electric-car joint venture that Volkswagen (ETR: VOW3) runs with JAC (SHA: 600418), has no all-new models planned for 2027 or 2028, according to a November 11, 2026 report citing two people familiar with the matter. A crossover it had considered for 2028 is also on hold, leaving the venture to chase a 2027 sales target of 128,000 cars with the four ID. UNYX models it already sells.

Management had believed the current line-up would be enough to establish the brand and drive sales through 2028, according to that report. Volkswagen China told reporters it was focused on expanding and optimizing the venture's dealer network and declined to comment on product strategy. It said Volkswagen Anhui was "in the middle of a product offensive" with a pipeline that runs beyond this year, but it did not say whether that pipeline includes any all-new model in 2027 or 2028.

The target looks steep against the venture's actual volume. The ID. UNYX series sold 11,360 vehicles from January to September 2026, according to consultancy ThinkerCar data cited in the same report. A late-October internal document cited in the same report showed plans to build about 33,000 ID. UNYX cars this year and a 2027 sales goal of 128,000, which works out to about 10,667 a month, close to what the whole series sold in the first nine months of this year.

Monthly deliveries are moving the wrong way. Volkswagen Anhui said it delivered 1,597 vehicles in October, down 9.3% from 1,761 in September, and its cumulative deliveries were up 52% year on year. September had recovered from 1,302 in August, but October is well below the 2,423 the venture delivered in June. The company said production of the ID. UNYX 06 and 07 had fully resumed and that ID. UNYX 09 deliveries were ramping up.

Price cuts have not changed the trend. Liu Zhanshu, who became chief executive of Volkswagen Anhui's digital sales company on July 1, had warned that price only gets one chance to be played. Since then, the venture has refreshed the ID. UNYX 08 on September 12 with limited-time prices from 189,900 CNY (c. $28,270), cut the ID. UNYX 07 Lite to 99,900 CNY (c. $14,872) and the 06 Lite to 119,900 CNY in an October 17 refresh, and launched the ID. UNYX 09 on October 24 at list prices from 179,900 CNY, with some incentive pricing from 169,900 CNY.

The ID. UNYX 07 sedan, whose Lite version was cut to 99,900 CNY in Volkswagen Anhui's October 17 refresh (Volkswagen Anhui)

The 08 refresh came about five months after the SUV went on sale, at a limited-time starting price 17.4% below its April launch price. The 06 and 07 updates added LiDAR-based driver assistance. The 08 and 09 use a driver-assistance platform built with support from XPeng (NYSE: XPEV), while the 06 and 07 use a driver-assistance system that Volkswagen developed with local partners, a split that a sales manager at a Beijing store said leaves some shoppers asking whose system is better.

The Hefei plant behind those cars can build 350,000 vehicles a year and is running far below that, according to the report. A late-October internal document, cited in one Chinese report, showed plans to build about 33,000 Cupra Tavascan SUVs for export this year. Using the deliveries Volkswagen Anhui has published, May to October volume totaled 11,535 vehicles, which annualizes to about 23,000 cars, or less than 7% of that capacity.

The losses are large. Volkswagen Anhui does not publish its accounts, but working back from the equity-method losses that JAC books for its 25% stake gives losses of about 1.8 billion CNY in 2023, 5.347 billion CNY in 2024, 4.309 billion CNY in 2025 and 2.31 billion CNY (c. $344 million) in the first half of 2026, about 13.7 billion CNY in three and a half years. First-half revenue was 2.949 billion CNY. Volkswagen raised its stake in the venture to 75% in late 2020.

The XPeng-developed ID. UNYX 08 went on sale in April and was refreshed in September at 17.4% below its launch price (Volkswagen Anhui)

The venture has been slow to find its footing. It was set up in 2017 as the successor to JAC Volkswagen, but its first product, the original ID. UNYX, did not reach showrooms until 2024. The brand has since been repositioned more than once, from ID. UNYX to a gold-badge Volkswagen identity and then to the Volkswagen Anhui name. Industry analyst Zhang Dongwei described the venture as strategically necessary, tactically mistaken and financially a failure.

The rest of Volkswagen's China EV business is growing fast. The Volkswagen brand delivered more than 28,000 new energy vehicles in China in October, up 346.9% year on year and a monthly record, led by the ID. AURA T6 at more than 12,000 and the ID. ERA 5S at 7,100. On those figures, Volkswagen Anhui's 1,597 deliveries were less than 6% of the brand's October NEV total.

Volkswagen's next launches are elsewhere in its line-up too. The ID. ERA 5X goes on sale on November 12 and the ID. AURA L5 follows in December, both built on Volkswagen's locally developed VEGA technology. Volkswagen plans six more VEGA models over the next 18 months and wants a place among China's top ten NEV brands by 2027, while Volkswagen China told reporters it will introduce 30 NEV models in China through 2029, including refreshed ID. UNYX cars.

Volkswagen Anhui is leaning on distribution instead. Since April, selected FAW-Volkswagen dealers have been able to sell its models in a store-in-store format, and the venture says it has more than 160 sales points, with over 300 planned for 2027. Volkswagen Group's own China deliveries fell 38.5% to 405,800 in the third quarter.

With no all-new model reported for 2027 or 2028, the 128,000 target rests on four refreshed cars that delivered 1,597 units between them in October. The next test is whether November and December deliveries, helped by the ID. UNYX 09 ramp-up, can climb back toward the 2,423 it delivered in June.

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