3月26日，宝马集团对外宣布与阿里巴巴集团深化战略合作，基于阿里通义AI大模型，联合开发AI引擎，将应用 于中国市场的宝马新世代系列车型。 据了解，此次深化战略合作，主要聚焦在AI大模型、智能语音交互等前沿技术领域。基于通义大模型和斑马元神 AI，全新BMW智能个人助理采用宝马与阿里共同开发的AI引擎，计划搭载于中国生产的BMW新世代系列车型上， 预计2026年在中国市场交付。 此外，AI引擎支持的智能座舱及智能出行交互场景，将于今年4月首次亮相上海车展。 汽车行业加速拥抱AI "科技服务于人。多年来，宝马深入研究中国消费者的本土需求，如专门设立德国以外唯一的Skylab人机交互研究中 心，了解中国用户的使用习惯与偏好。在这里，我们正以中国速度，携手中国力量，将前沿技术融入宝马创新体 系，打造更懂中国消费者的智能驾驶乐趣。"宝马集团大中华区总裁兼首席执行官高翔表示。 高翔认为，与阿里巴巴集团长期深入的探索合作就是最佳力证，合作创造繁荣与增长，"宝马将与中国众多科技伙伴 一起，聚焦智能化、电动化领域，开启合作共赢2.0时代。" 在智能化体验方面，在基于通义大模型和面向下一代智能座舱的斑马元神AI支持下，全新BM ...

牲产队 . 以下文章来源于牲产队 ，作者牲产队长 挣工分，磨洋工，舒服一会儿是一会儿 作者： 牲产队长 来源：牲产队（ID： gh_9adbf3261554 ) 再下一城，华为拿下宝马！ 这也意味着，德国BBA，已经全部"投华"了。因为此前，奥迪引入华为智驾，奔驰S级也引入了华为 Hicar技术。华为在拿下所有中国国有大车厂以后，终于把德系BBA也收入囊中了。 为什么宝马会投华呢？主要在于两大原因： 一是，智能化转型太慢了。 这不是宝马一家的问题，而是所有合资大车厂所共同面临的问题。宝马 与华为的合作，主要集中于智能座舱。也就是说，把鸿蒙生态车机系统，接入宝马汽车。以后，你用 华为手机，就能遥控宝马了。比如，宝马数字钥匙，华为一键启动，另外鸿蒙系统上的生态应用等， 也都能做到车机同步。 对未来而言，这套模式要是在国内取得成功。那么，华为智驾版的德国BBA，在国际市场上，几乎 就是降维打击了。当前，在特朗普同时对欧盟、中国开启关税战、贸易战的大背景下，中欧合作，就 显得尤为重要了。 中国技术可以借助欧盟品牌，打入西方市场。而欧盟品牌呢？也能凭借中国先进的智能化技术，强大 的电动化供应链，加速新能源转型。只要中欧 ...

以下文章来源于雷叔写故事 ，作者雷斯林&乌卡 春江水暖鸭先知，公司冷暖销售先知。 "过完年老板说底薪打七折，KPI 倒是一点没减。"入行十年，先后在奥迪、宝马当过销售的智鑫敏锐地觉察到大事不妙："当时我就感 觉 BBA 恐怕要 BBQ 了。" 这也是同行们心照不宣的事实： BBA 在中国卖不动了 。 雷叔写故事 . 为你写一个故事改名啦，雷斯林欢迎你关注。 时代变了。 作者 | 雷斯林 & 乌卡 来源 | 雷叔写故事 （ID：raistlin2017） 01 现如今，随便找条大马路站会，都能看出端倪，顶着 BBA 车标的越来越少，取而代之的是满地绿牌，瞅着环保又护眼。 BBA 的线下展厅更是门可罗雀，"一个月过完开不了单是常有的事。有时候一天都迎不来一个客，保洁阿姨扫地扫出来的都是我掉的 头发。" 那时的智鑫，每天都在展厅里，为蓝天白云远在巴伐利亚的机械元神赛博渡劫。 这是巅峰时期的智鑫做梦都想不到的。曾经，他一个月就能卖掉 23 辆宝马，月入 8 万，结果没过几年，风向就变了， "收入远不到以 前的一半，最差的时候我还想过去搞直播卖车，就是遗憾自己长得没有优势。" "我们同行群里都觉得情况不乐观，收入下滑得 ...

编译 / 钱亚光 设计 / 师 超 来源 / www.ionna.com, www.autonews.com, electrek.co 公共充电设施不足、运行状况不良是美国电动汽车车主面临的一个问题，也是美国电动汽车推广的一个主要障碍。据 J.D. Power 的数据，2024 年第三 季度约有五分之一的充电尝试未能成功，主要原因是充电桩离线或损坏。 2月4日，8家全球汽车制造商齐聚美国北卡罗来纳州阿佩克斯的首个 IONNA 充电站和位于北卡罗来纳州达勒姆的新总部及客户体验实验室，共同举行 剪彩仪式，标志着其在美国本土打造一流的充电网络，由设计、工程到建设全部完成，从公开测试阶段过渡到全国充电网络部署阶段。 IONNA 是一家新兴的合资企业，2023 年 7 月首次宣布成立。它相当于北美汽车制造商充电网络联盟，创始成员包括宝马、通用汽车、起亚、本田、现 代、奔驰、Stellantis和丰田。它与欧洲的IONITY类似，那是由七家汽车制造商支持的欧洲充电网络。 汽车制造商们表示，计划利用联邦和州政府在公共充电方面的投资，结合自身公共和私人资金，迅速开发并实施一个覆盖北美的"高功率"电动汽车充电 网络。每个即将建 ...

成就新汽车人 视 野 跨 男 球 战 际 E / 推 O 为避免被罚, 欧洲车企攒了俩碳排放联盟 汽车制造商希望在电动汽车销量未如预期增长的情况下避免 碳罚款，保护自身利益 编译 / 钱 亚 光 设计 / 师 超 来源 / w w w. a u t o n e w s. c o m , e u l e r p o o l . c o m , w w w. w i w o . d e "团结就是力量（"Unity is strength'）"——这一说法对汽车制造商来说已如此亲切，以至于有些制造商决定将其付诸实践。 事实上，他们已开始建立了"碳排放池（CO 2 pooling）"联盟，电动汽车销量较少的公司与电动汽车领先企业"联合"，从竞争对手那里购买碳积分，以降 低其总体排放平均值，共同应对欧盟针对二氧化碳排放的罚款。 1月1日，欧盟大幅降低了汽车二氧化碳排放上限，大多数汽车制造商今年需要电动汽车至少占其总销量的 20%，否则将面临巨额罚款。 2021年开始，欧盟为制造商设定了其在欧盟销售车队的二氧化碳排放量上限，迄今为止这一数值为每辆车每公里115.1克二氧化碳，到2025年将降至93.6 克，到2030年 ...

BMW BMW Group Investor Relations | November 2024 - 1 - THE BMW GROUP – RETHINKING PREMIUM INDIVIDUAL MOBILITY FOR THE NEXT 100 YEARS. INVESTOR RELATIONS PRESENTATION. November 2024. WE MAKE INDIVIDUAL MOBILITY MORE HUMAN, INTELLIGENT AND RESPONSIBLE – CREATING AN INSPIRING FUTURE FOR ALL OF US. IMPACT. OUR PATH TO THE FUTURE. STRATEGY. FINANCIALS. BRANDS PRODUCTS DIGITALIZATION SUSTAINABILITY FOOTPRINT PEOPLE OUR ROBUST RESULTS. BMW Group Investor Relations | November 2024 - 2 - IMPACT I STRATEGY I FINANCIA ...

Financial Data and Key Metrics Changes - The company reported a decline in revenue and profit in Q3, primarily due to a loss of sales for about two weeks, which impacted the overall performance [5] - The expected auto margin for Q4 is projected to be between 5% and 7%, with a year-to-date target of 6% to 7% [6][14] - The strategic target for EBIT margin remains at 8% to 10% for the future [14] Business Line Data and Key Metrics Changes - The warranty provision remains at a similar level compared to the end of 2023, with ongoing accruals and payouts affecting the financials [20] - The company is focusing on efficiency and has a base ratio of 4% in its planning [23] Market Data and Key Metrics Changes - In the U.S. market, the company sold over 290,000 vehicles, marking a growth of nearly 7,000 units, with a significant increase of over 20% in October alone [10] - In Europe, the company sold 620,000 cars, reflecting a growth of almost 50% [23] Company Strategy and Development Direction - The company is committed to investing €1.7 billion in its U.S. manufacturing plant to electrify operations and enhance competitiveness [17] - A new fully electric plant has been opened in Hungary, which will strengthen cost competitiveness [24] - The company is adapting its powertrain mix in China, with 85% of volumes sold produced locally, and plans to increase this share with new electric models [28] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges in the Chinese market but expressed confidence in the growth of BEVs, with a 15% market share [14] - The company is optimistic about its product portfolio and market conditions in the U.S., indicating a strong setup for future growth [10] Other Important Information - The company is facing pressures from warranty costs, with ongoing measures to reduce these expenses [20] - The impact of geopolitical factors on trade and tariffs was discussed, with management emphasizing the protective nature of their local production [17][41] Q&A Session Summary Question: Underlying profitability and margin expectations - Management confirmed that the underlying profitability level is expected to be in the range of 5% to 7% for Q4, with strategic targets aiming for 8% to 10% in the future [14] Question: North American manufacturing flexibility - The company highlighted its strong manufacturing footprint in the U.S. and the ability to produce a variety of models, providing a buffer against potential tariffs [9] Question: Warranty provisions and cost-cutting measures - Management indicated that warranty provisions are stable, with ongoing efforts to manage and reduce warranty costs [20] Question: Impact of trade tensions and vehicle import/export numbers - The company noted that 65% of U.S. sales are produced locally, which mitigates risks from trade tensions [17] Question: Strategy for the Chinese market - Management emphasized the flexibility in powertrain offerings and the growth of BEVs in China, despite overall market challenges [29] Question: Financial results and future expectations - The decline in Q3 was attributed to fair value derivative evaluations, with expectations for a reversal in Q4 as interest rates rise [37] Question: Capital returns and free cash flow - The company plans to maintain a high payout ratio of free cash flow, with ongoing share buyback programs [40]

Core Insights - The 2024 Paris Auto Show emphasizes the electric vehicle (EV) revolution, showcasing over 50 premieres from major automakers and highlighting competition between European and Chinese manufacturers [1][12] European Automakers - European brands are focusing on countering the influence of Chinese automakers, who are entering the market with affordable and technologically advanced models [2] - Renault unveils the Renault 4 E-Tech, an all-electric crossover priced under €35,000, alongside other models like the Alpine A390 Beta and the all-electric Twingo E-Tech [3] - Citroën introduces the second-generation C5 Aircross with various drivetrain options, including battery-electric and hybrid, while also showcasing updated models like the C4 and Ami [4] - Volkswagen presents the Tayron SUV, emphasizing hybrid options, and Audi showcases the Q6 E-tron Sportback and A6 E-tron electric sedan [5] - BMW highlights affordability and performance with the introduction of the Vision Neue Klasse X, a concept SUV with a range of up to 800 kilometers [6] Chinese Automakers - Chinese automakers are increasing their presence in Europe amid trade tensions, with the EU imposing import tariffs of up to 45% on Chinese-made EVs [7] - Nine Chinese brands, including BYD, XPeng, and GAC, are showcasing their models, with BYD presenting the Sea Lion 7, a full-electric SUV [8] - GAC introduces the second-generation Aion V, an electric crossover with a range of 750 kilometers, while Leapmotor debuts the B10 compact electric crossover [9] U.S. Automakers - General Motors' Cadillac brand showcases the Lyriq, a full-electric SUV aimed at the premium market in Europe [10] - Ford revives the Capri nameplate with an all-electric coupe-style crossover built on Volkswagen's MEB architecture, promising a range of up to 627 kilometers [11] Industry Outlook - The Paris Auto Show occurs at a critical time for the auto industry, with European automakers facing pressure to meet consumer demand for affordable EVs while competing with Chinese brands [12]

Financial Data and Key Metrics Changes - The average transaction price for BMW's vehicles in Q1 2024 was €53,000, while the full-year average for 2023 was approximately €51,000, indicating stability in pricing year-to-date [4][5] - The company expects pricing across its portfolio in 2024 to remain on par with the previous year's levels [4] Business Line Data and Key Metrics Changes - The company reported a normalization in used car pricing, which peaked in Q1 2023 and has been gradually declining since then [5] - In China, BMW's market share in the segment priced above RMB 500,000 (approximately €65,000) is 5%, with a year-on-year volume increase of 3% for models X57 and X7 despite a 5% decline in the overall market [6] Market Data and Key Metrics Changes - In the U.S., BMW's days of supply at dealerships is 31 days, compared to the industry average of 55 days, indicating less pricing pressure on BMW [8] - The company noted a positive trend in transaction prices in China, with a stabilization observed in July [6] Company Strategy and Development Direction - BMW is focused on reducing CO2 emissions and plans to introduce a new vehicle class (Neue Klasse) in 2025 to meet future targets [12][13] - The company aims for a 15% reduction in average fleet emissions by 2025 and a 55% reduction by 2030 [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining stable pricing and volume growth, particularly in Europe and China, despite market challenges [14][15] - The company is adjusting production strategies in response to market conditions, particularly in China, to stabilize transaction prices [44] Other Important Information - BMW is working on its Corporate Sustainability Reporting Directive (CSRD) and expects administrative costs but does not foresee significant financial impacts from this work [31][32] Q&A Session Summary Question: Pricing developments in the second half - Management indicated that pricing across the portfolio is expected to remain stable, with some normalization in used car prices impacting revenue [4][20] Question: Volume, mix, and pricing expectations for 2024 - Management expects a neutral impact from volume, mix, and pricing, supported by strong order intake and product availability [14][15] Question: Challenges in energy transition - Management emphasized the importance of aligning product offerings with market demand and infrastructure, noting a significant increase in BEV sales [26][27] Question: CO2 emission targets and combustion engine strategy - Management clarified that they are not pushing back on CO2 reduction but advocating for a technology-neutral approach to achieve emissions targets [29][30] Question: Financial impacts of CSRD - Management confirmed that all relevant issues identified in the CSRD will be reflected in the financial statements, ensuring transparency for investors [31][32] Question: Profit before tax and automotive margin expectations - Management indicated a slight contraction in profit before tax is expected, with a focus on maintaining margins within the lower end of the target range [36][37] Question: Production versus retail sales ratio - Management acknowledged overproduction but expressed confidence in adjusting production schedules to align with market demand [39][42] Question: Volume trends in China - Management noted a potential improvement in volume trends in China, supported by the full availability of the 5 Series and MINI models [44]

宝马中国涨价了 上半年三大航减亏，春秋、吉祥扩大盈利 今年 46 家 A 股芯片公司终止 IPO，超过去年全年 宝马中国涨价了 在上周有关宝马中国打算退出价格战的话题冲上热搜第一后，宝马中国 7 月 12 日说 "下半年宝马在 中国市场将重点关注业务质量，支持经销商稳扎稳打"。 现在，宝马北京朝阳区一家 4S 店的销售说，"全系车型都涨价了，从这周开始涨的。" 不排除这位销售说这话是为了吸引人去线下谈，但同时有多个北京经销商表示宝马已从本周开始回收 终端（即 4S 店）折扣，不同车型、配置价格上浮程度不一。 当前宝马纯电动 i3 35L 裸车价 20 万元，宝马全新一代 530 Li 领先型裸车价约 37.6 万元，均较上月 贵约一万元。海淀区一家门店销售称，"涨价不是一下子完成的，这周涨一点儿、下周再涨一点儿， 慢慢涨上去。" 懂车帝社区也有来自成都、苏州等地的车主分享最近一个月 4S 店上浮报价的见闻。宝马已明确退出 价格战，奥迪、奔驰也在悄悄收紧。上海宝马中环的一位销售表示，7 月以来豪华品牌的终端折扣都 在陆续收紧，"只不过宝马公开说了"。 北京朝阳、房山的奥迪经销商证实，奥迪已从 7 月 5 日开始 ...