Group 1 - BMW Group announced the launch of the third-generation hydrogen fuel cell system, with prototype production already underway, set for mass production in 2028, initially to be featured in the new BMW X5 model [1] - The hydrogen fuel cell vehicle will enhance BMW's product matrix with efficient zero-emission driving options, emphasizing hydrogen's role in global decarbonization efforts [1] - BMW has nearly 50 years of experience in hydrogen energy, starting with the first liquid hydrogen-powered BMW 520 test vehicle in 1979, and has progressively developed various hydrogen-powered models over the years [1] Group 2 - The third-generation hydrogen fuel cell system features significant technical optimizations, including a 25% reduction in space compared to the previous generation and improved efficiency for longer range, higher power, and lower energy consumption [1] - The system is developed in collaboration with Toyota and is applicable to both passenger and commercial vehicles [1] - BMW's modular hydrogen storage system technology won the "Global New Energy Vehicle Frontier Technology" award at the 2024 World New Energy Vehicle Conference, enhancing hydrogen storage capacity while improving overall vehicle rigidity [2] Group 3 - In the Chinese market, supportive policies such as the "Medium and Long-term Plan for Hydrogen Energy Industry Development (2021-2035)" and the "Energy Law of the People's Republic of China" facilitate the industrialization of hydrogen energy [2] - BMW's hydrogen fuel cell technology development aligns with China's hydrogen energy growth, contributing to the realization of hydrogen-powered mobility [2]

编译 / 杜 咏 芳 编辑 / 黄 大 路 设计 / 杜 咏 芳 全触控的浪潮席卷而来，但梅赛德斯-奔驰却向用户承认，对不起，我们错了！是时候把物理按钮请回来了。 这一转变正从新款GLC和纯电CLA Shooting Brake开始——它们的方向盘上将重新出现摇杆、滚轮和实实在在的按键。 梅赛德斯-奔驰的软件主管马格努斯·奥斯特伯格（Magnus Östberg）在慕尼黑车展上向《Autocar》坦言："如果你从配备触摸屏和较少实体按钮的CLA （轿车）换到重新配备滚轮和按钮的（新款）GLC，立刻就能感受到区别。" 而且，这不只是一两款新车的试验。目前，梅赛德斯-奔驰已确认将在其现有和即将上市的车型中增加更多物理按钮，而物理按钮也将成为梅赛德斯- 奔驰未来车型的标准配置。 值得注意的是，梅赛德斯-奔驰并非唯一一家选择让物理按钮回归的汽车制造商。宝马、法拉利、大众等多个汽车供应商都决定将物理按钮保留在汽 车上。 正如梅赛德斯-奔驰集团董事长兼首席执行官康林松（Ola Källenius）所言："有时你必须后退两步，才能真正前进一步。" 将物理按钮重新请回驾驶舱的集体"倒车"，倒退的是盲目追随潮流的冲动，进的则是 ...

Core Insights - BMW has announced the launch of its third-generation hydrogen fuel cell system, with prototype production already underway, set to enter mass production in 2028, initially featured in the new BMW X5 [2] - The third-generation hydrogen fuel cell technology includes several optimizations, such as a 25% reduction in space requirements, seamless integration into future vehicle architectures, and improved system efficiency [2] - BMW's hydrogen fuel cell system encompasses all necessary components for efficient operation, including cooling, hydrogen subsystems, and air subsystems, and has received recognition for its modular hydrogen storage technology at the 2024 World New Energy Vehicle Conference [2] Historical Development - BMW has a nearly 50-year history in hydrogen energy development, starting with the first liquid hydrogen-powered BMW 520 test vehicle in 1979, followed by various models leading up to the current hydrogen fuel cell vehicles [3] - The company has progressively advanced its hydrogen technology, including the introduction of the BMW 535iA Hydrogen in 2014, which utilized a first-generation fuel cell system provided by Toyota [3] Collaborative Efforts - The third generation of hydrogen fuel cell technology has been co-developed with Toyota, focusing on a driving system applicable to both passenger and commercial vehicles, effectively reducing overall fuel cell technology costs [6] - BMW maintains a multi-faceted approach to energy transition, incorporating internal combustion engines, plug-in hybrids, battery electric vehicles, and hydrogen fuel cells into its strategy [6] - The company has also introduced the new generation iX3 and is testing vehicles with solid-state battery technology, indicating a commitment to advancing various energy solutions [6]

Group 1 - BMW's third-generation hydrogen fuel cell system is set to enter mass production in 2028, with the new BMW X5 being the first model to feature it [1] - The third-generation hydrogen fuel cell system is a collaborative development between BMW and Toyota, following a memorandum of understanding signed in September 2022 [1] - The first-generation hydrogen fuel cell system was introduced in the BMW 535iA Hydrogen in 2014, while the second-generation system was tested in the BMW iX5 hydrogen fuel cell vehicle in 2023 [1] Group 2 - Hydrogen fuel cell vehicles are a crucial part of the hydrogen energy industry's development, offering higher energy density and comparable refueling times and driving comfort to traditional fuel vehicles [2] - The International Hydrogen Fuel Cell Association projects that by 2030, the number of hydrogen fuel cell vehicles will reach nearly 10 million, indicating significant market potential [2] - One of the main goals of the BMW and Toyota partnership is to achieve economies of scale to reduce costs, with shared R&D expenses enhancing project efficiency [2] Group 3 - BMW's hydrogen fuel cell system includes not only the fuel cell itself but also all necessary components for efficient operation, such as cooling systems and hydrogen subsystems [3] - The company has developed a modular hydrogen storage system technology that increases storage capacity while enhancing overall vehicle rigidity, supporting mass production on a pure electric platform [3]

Group 1 - The core viewpoint of the articles highlights the urgency and anxiety of German automakers BMW, Mercedes-Benz, and Audi (BBA) in their electric vehicle (EV) transformation, as evidenced by their recent product launches at the Munich Auto Show [1][3] - BMW's first mass-produced model, the BMW iX3, was unveiled after five years of development, with the Chinese version set to launch next year [1] - Mercedes-Benz introduced the electric version of its popular GLC model, also scheduled for local production next year, while Audi showcased its Concept C, which is expected to be mass-produced by 2027 [1] Group 2 - Recent reports suggested a strategic partnership between Mercedes-Benz and BMW for powertrain procurement to meet strict EU7 emission standards, but Mercedes-Benz's CTO publicly denied these claims [3] - Mercedes-Benz plans to phase out the EQ brand naming convention in favor of a simpler "Electric" naming strategy for its future EVs, citing the need for clarity and alignment with market trends [3] - The BBA's significant moves in the EV sector are not solely driven by competition from Chinese automakers but also by the impending EU regulations on electrification [3][11] Group 3 - Despite the perception that the Chinese market is a source of anxiety for BBA, the actual pressure stems from Europe, where the EU's 2035 electrification target looms large [11] - The EU has been urged to reconsider its 2035 electrification goals due to the slow adoption of plug-in vehicles in Europe compared to China's rapid growth [11] - BBA's electric vehicle sales in China have been underwhelming, with BMW's non-MINI electric models selling only 3,329 units in August, and Mercedes-Benz's total electric sales not exceeding 900 units [10][11] Group 4 - Audi's E5 Sportback, developed in collaboration with SAIC, has seen strong market reception, with over 10,153 orders within 30 minutes of its launch [13] - BBA's partnerships with Chinese companies are increasing, with Audi collaborating with Huawei and BMW working with CATL and Huawei on battery technology and smart features [13][14] - The internal decision-making power is shifting towards Chinese teams within BBA, allowing for more localized product development to meet specific consumer demands [16] Group 5 - Despite the increasing localization of BBA's products, challenges remain in surpassing the capabilities of domestic Chinese electric vehicles in terms of range, space, and fast charging [16] - The overarching concern for BBA is the structural challenges posed by the global slowdown in electrification, which cannot be resolved solely by focusing on the Chinese market [16]

Core Viewpoint - BMW has announced the launch of its third-generation hydrogen fuel cell system, developed in collaboration with Toyota, with plans for mass production by 2028, starting with the new BMW X5 model [1][4]. Group 1: Technology Advancements - The third-generation hydrogen fuel cell system features significant optimizations, including a 25% reduction in space requirements and seamless integration into future vehicle architectures, enhancing system efficiency [4]. - The advancements are attributed to comprehensive upgrades in the drive system components and optimized operational strategies, resulting in longer range, higher power, and lower energy consumption [4]. Group 2: Strategic Importance - Hydrogen energy is recognized as a key component in global decarbonization efforts, and BMW is committed to investing in this technology as part of its open technology strategy [4][6]. - The development of hydrogen energy aligns with China's strategic direction for new energy, as outlined in the national hydrogen industry development plan [4]. Group 3: Historical Context and Future Plans - BMW has a long history in hydrogen technology, dating back to 1979, and has progressively developed various hydrogen-powered vehicles over the years [6]. - The collaboration with Toyota continues to deepen, focusing on a drive system applicable to both passenger and commercial vehicles, with production facilities set to begin installation in May 2026 and official production in 2028 [8]. Group 4: Industry Challenges - The development of hydrogen vehicles faces two main challenges: reducing hydrogen production costs and establishing a widespread hydrogen refueling network [8]. - The market potential for hydrogen fuel cell technology in passenger vehicles remains uncertain until the technology is fully implemented and evaluated in real-world conditions [8].

Core Viewpoint - BMW has announced the launch of its third-generation hydrogen fuel cell system, with prototype production already underway, aiming for mass production by 2028, starting with the new BMW X5 model [1][3]. Group 1: Hydrogen Fuel Cell Development - BMW is committed to a multi-technology approach in the new energy era, particularly in hydrogen energy, leading in research, investment, and product implementation [3]. - The third-generation hydrogen fuel cell system features a compact design, reducing space usage by approximately 25% due to significant improvements in power density [3]. - The new fuel cell system is highly integrated, allowing seamless incorporation into future vehicle architectures, promoting the concept of technological openness and providing diverse driving options for users [3]. Group 2: Technological Innovations and Achievements - The hydrogen fuel cell system includes all necessary components for efficient operation, such as cooling systems and hydrogen subsystems, and has won the "Global New Energy Vehicle Cutting-Edge Technology" award for its advanced and safe modular hydrogen storage system [4]. - BMW has a long history of hydrogen energy research, starting with the first liquid hydrogen-powered BMW520 test vehicle in 1979, and has progressively developed various hydrogen fuel cell vehicles over the years [6]. - The collaboration between BMW and Toyota in developing the third-generation hydrogen fuel cell system aims to reduce overall costs while allowing both companies to launch distinctive hydrogen fuel cell vehicle products [6].

Core Insights - BMW has announced the launch of its third-generation hydrogen fuel cell system, with prototype production already underway. The system is set to enter mass production in 2028, initially featured in the new generation BMW X5 [1] - The introduction of the hydrogen fuel cell vehicle aligns with BMW's commitment to a technology-open strategy, providing an efficient zero-emission driving option as part of its product matrix [1] Group 1: Technology Development - The third-generation BMW hydrogen fuel cell technology has undergone comprehensive optimization and improvement, resulting in a 25% reduction in space occupied by the new fuel cell system due to a significant increase in power density [1] - The new fuel cell system is highly integrated, allowing seamless incorporation into future vehicle architectures, which supports the implementation of a technology-open philosophy and offers users a more diverse range of driving options [1] - System efficiency has improved due to a complete upgrade of drive system components and optimized operating strategies, leading to longer range, higher power, and lower energy consumption in vehicles [1] Group 2: Collaboration and Market Impact - The new fuel cell system is developed in collaboration with Toyota, enabling both companies to effectively reduce the overall costs of fuel cell technology while launching their own brand-specific fuel cell vehicle products [1]

Group 1 - The report from the China-EU Chamber of Commerce highlights that despite the agreement reached at the China-EU summit in July to expedite rare earth export approvals, China's strict control over rare earths remains unchanged, leading to ongoing supply chain tensions for European companies [2][10] - China dominates the global rare earth supply chain, contributing approximately 69% of rare earth element production and controlling over 90% of refining capacity, which allows its policy adjustments to have a rapid impact on global manufacturing [3] - The EU's concerns about supply chain disruptions were publicly expressed by its ambassador to China, who urged China to resolve rare earth magnet export issues, but China's response included maintaining a 43% anti-dumping tax on EU stainless steel products for five years [7][19] Group 2 - The actual effects of the China-EU rare earth agreement are limited, as the approval process for rare earth exports has become more stringent, with a reported 70% reduction in the quantity of rare earths received by European companies and extended approval times from weeks to months [10] - The EU faces a dilemma regarding rare earths, as it restricts domestic mining for environmental reasons while simultaneously demanding unconditional supply guarantees from China, leading to widespread criticism of its trade policies [13] - The EU's efforts to reduce dependency on China through the "Critical Raw Materials Act" and the identification of 47 strategic projects are progressing slowly, with alternative suppliers from countries like India and Australia facing technical and cost challenges [15]

日前，宝马北美公司提出召回1,571辆美国汽车。（新浪财经） ...