However, increased deliveries to these markets were not enough to… (поставка · китай · рынок)
However, increased deliveries to these markets were not enough to offset the decline in deliveries to VW's largest market, China. Electric vehicle deliveries to European countries rose by 5.7%. In the first half of the year, global deliveries fell by 6.3% to 4.13 million units.
Consensus
- Volkswagen's global vehicle deliveries declined by 8.6% year-on-year in Q2 2026.
- The decline was primarily driven by a significant drop in shipments to China, which fell by 36.6%.
- Deliveries to North America increased by 7.7% in the second quarter.
- Deliveries to Western Europe increased by 1.8% in the second quarter.
- Deliveries to Central and Eastern Europe increased by 6.7% in the second quarter.
- Volkswagen expects improvement in the second half of 2026 due to new electric vehicle launches for China.
Points of divergence
- Purchases in North America increased by 7.7%, Western Europe by 1.8%, and Central/Eastern Europe by 6.7% — these increases were not sufficient to offset the decline in China. — kommersant
- Deliveries to South America rose by 9.4% in Q2, while deliveries to other Asian countries fell by 7.2%, and to Middle East/Africa by 1.9%. Electric vehicle deliveries declined by 4.2% in the second quarter. — interfax
- Volkswagen plans to close several factories in Germany in the coming years as part of a cost reduction strategy. — kommersant
- Electric vehicle deliveries fell by 5.8% year-on-year in H1 2026, with declines of 3.2 times in the U.S. and 1.9 times in China. — interfax
Coverage (2 sources)
- Quarterly deliveries for Volkswagen show record decline since 2022 — Коммерсантъ
- Volkswagen cuts global deliveries by 8.6% in Q2 due to demand slump in China — Интерфакс