Core Insights - BMW Group announced a significant management change, with Milan Nedeljković set to become the new CEO on May 14, 2026, approved by the supervisory board, with a contract lasting until 2031 [2] - Nedeljković has been with BMW since 1993, rising through the ranks and currently serves as the head of production, playing a crucial role in the company's transition to electric vehicles [2] - The company has shown stable market performance, with a total of 588,300 vehicles delivered in the first three quarters of 2025, an increase of 8.8% year-on-year [2] Performance Summary - BMW, MINI, and Rolls-Royce brands collectively delivered approximately 1.8 million vehicles by the end of September, a slight increase of 2.4% year-on-year [2] - In the Chinese market, BMW's sales reached 147,121 units, a minor decline of 0.4% [2] - The performance of electric vehicles has been strong, with 470,313 units delivered in the first three quarters, marking a 15.0% increase, and pure electric vehicle sales reaching 323,447 units, up by 10.0% [2] Brand Breakdown - BMW brand delivered 1.58558 million vehicles in the first three quarters, remaining stable compared to the previous year, while electric vehicle deliveries increased by 4.5% to 396,000 units [3] - MINI brand saw a significant increase in deliveries, with 206,200 units sold, reflecting a growth of 23.7% [3] - Rolls-Royce brand delivered 4,100 vehicles, a year-on-year increase of 3.3% [3] - BMW's motorcycle division experienced a 2.6% decline in deliveries year-on-year, but showed recovery in the third quarter with a growth of 5.7% [3]

Core Insights - BMW Group has announced a new emission reduction target, aiming to cut at least 60 million tons of CO2 equivalent by 2035 compared to 2019 levels, which is an increase of approximately 20 million tons from the previous 2030 target [2][7] - The company is committed to achieving net-zero emissions by 2050, aligning its actions with the Paris Agreement [4][10] Emission Reduction Strategy - BMW's strategy focuses on a full lifecycle carbon reduction approach, with a goal to reduce lifecycle CO2 emissions by at least 40 million tons by 2030 compared to 2019 [4][10] - By 2035, the company aims to halve the CO2 emissions per euro of revenue compared to 2019 levels [4][10] Key Initiatives - Core initiatives to achieve these targets include increasing the use of renewable energy in production and supply chains, enhancing the utilization of recycled materials, optimizing energy efficiency during the usage phase, and advancing product and technology innovation [4][10] - BMW plans to expand its electric product lineup as part of its multi-technology strategy [4][10] Production and Sustainability Efforts - Since 2020, all BMW factories globally have sourced 100% of their electricity from renewable sources [5][11] - The Shenyang production base has been recognized as a national green factory for nine consecutive years and is set to generate 91.86 GWh of solar power by 2024, equivalent to the annual electricity consumption of about 30,000 households [5][11] - A geothermal heating project will begin operations in 2025, utilizing renewable geothermal energy to reduce carbon emissions by approximately 18,000 tons annually [5][11] Supplier Engagement and Recycling - BMW is actively engaging local suppliers, with around 200 core suppliers in China committing to use green electricity for producing BMW components, aiming for a reduction of about 1 million tons in supply chain carbon emissions by 2024 compared to 2019 [6][12] - The company has achieved 100% recycling of retired power batteries in China, with over 2,100 tons of recycled battery materials expected to be reused by 2024 [6][12] New Product Launch - The upcoming "new generation" models in China will feature the sixth-generation BMW eDrive technology, designed to minimize energy loss while enhancing electric driving enjoyment [6][12]

Core Viewpoint - BMW Group has announced a significant leadership change, with Milan Nedeljkovic set to succeed Oliver Zipse as CEO on May 14, 2026, marking a strategic move as the company navigates its electric transformation [2][3] Group 1: Leadership Transition - The announcement of the leadership change comes nearly two years in advance, providing clarity for both the market and internal stakeholders during a critical phase of electric transformation [2] - Oliver Zipse's tenure (2019-2026) has been marked by significant challenges, including the COVID-19 pandemic and semiconductor shortages, yet he maintained financial resilience and operational stability [3] - Zipse's most notable achievement was the establishment of the "Neue Klasse" project, which represents a comprehensive innovation across vehicle architecture, electric drive systems, battery technology, and sustainability, with an investment of several billion euros [3][4] Group 2: Strategic Focus - The new CEO, Milan Nedeljkovic, is tasked with ensuring the successful industrialization of the "Neue Klasse" strategy, particularly in the Chinese market, which is crucial for BMW's future [2][4] - Nedeljkovic has a strong background in production and has successfully led the implementation of the "iFactory" production strategy, focusing on flexibility, sustainability, and digitalization [5] - The transition reflects a shift in BMW's strategic focus from "technology innovation leadership" to "scale and efficiency victory" in response to the evolving automotive landscape [3][6] Group 3: Market Challenges - BMW faces significant challenges in financial performance, with a reported revenue of €99.999 billion for the first three quarters of 2025, a 5.6% decline year-on-year, primarily due to the contraction of traditional fuel vehicle sales and intensified market competition [7][8] - The company has seen a slight increase in global sales, with a total of 1.796 million vehicles sold, but electric vehicle sales only reached 323,000 units, indicating a penetration rate of approximately 18% [7] - In China, BMW's largest single market, deliveries fell by 11.2% year-on-year, highlighting the competitive pressure from local high-end electric vehicle brands [8][9] Group 4: Future Outlook - Nedeljkovic's leadership will be tested as he must ensure the successful launch of the first "Neue Klasse" model, the BMW iX3, in March 2026, while maintaining production quality and cost efficiency [9][10] - The upcoming "Neue Klasse" models will include designs tailored for the Chinese market, necessitating a deep understanding of local consumer preferences [9] - External pressures include stricter European emissions regulations and increasing competition from technology companies in areas like autonomous driving and smart cockpit features [10]

此外，包括几家欧盟内部车企在内的制造商希望将英国和土耳其等拥有大型制造中心的国家纳入本土含 量的计算阈值，以避免供应链断裂。 供应链与能源行业的反向博弈 面对汽车制造巨头关于供应链中断风险的集体示警，欧盟推迟了原定于本周发布的针对关键工业产品的 严苛本土化采购新规，但在成员国和企业间引发严重分歧。 据华尔街见闻此前消息，媒体报道称欧盟计划推出《工业加速法》，要求关键商品（如汽车、电池等） 达到最高70%的"欧洲制造"本地含量标准。该政策通过政府补贴和公共采购激励措施实施。欧盟委员会 官员称，本地采购规则在1月28日正式公布前仍可能会下调。 汽车制造商警告称，复杂的本地采购规则可能扰乱供应链并拖慢电动车转型进程，而零部件供应商和新 能源企业则力挺新规。宝马首席执行官Oliver Zipse表示，设定复杂的本地采购规则"极度危险"，因为计 算过程"极其繁琐"，欧洲可能因此被"排除在全球创新竞赛之外"。 该政策在欧盟内部和产业界引发强烈争议。法国是本地采购策略的最大支持者，但成员国和企业在规则 设计和实施方式上存在分歧。业界担忧该政策可能使企业每年增加超过100亿欧元成本，削弱市场竞争 力。 车企怒斥：这是在扼杀创 ...

Group 1 - BMW officially announced that its electric vehicles will access Tesla's Supercharger network in North America, becoming another mainstream automaker to adopt the North American Charging Standard (NACS) [1] - Starting immediately, BMW i4 and iX owners in the U.S. can use over 25,000 Tesla Supercharger stations, significantly expanding their charging options [1] - Currently, BMW electric vehicles equipped with CCS connectors require an adapter to use Tesla's V3 and V4 Superchargers, with the official adapter expected to be available in Q2 2026 [1] Group 2 - The 2026 BMW i5 M60 will be the first model to feature a native NACS connector, with subsequent models like the new generation iX3 to follow, eliminating the need for adapters [4] - BMW's user experience improvements include an "easy plug and charge" feature compatible with Tesla stations, allowing users to complete billing through the "My BMW" app without needing the Tesla app [4] - Charging costs for BMW owners will be based on Tesla's non-member rates, which are higher than those for Tesla vehicle owners [4]

Core Insights - The article discusses the leadership changes at two major German luxury car manufacturers, BMW and Mercedes-AMG, highlighting the strategic implications of these transitions for their future direction [3][6]. BMW Leadership Transition - Milan Nedeljkovic, a long-time BMW executive, will become the new CEO, succeeding Oliver Zipse, who has served for seven years. Nedeljkovic's contract will last until 2031, and he is expected to lead the company through its electric vehicle transition [6][10]. - Nedeljkovic has been with BMW since 1993 and has held various positions, including production head, making him a strong internal candidate for the CEO role. His experience includes overseeing production at key BMW facilities globally [8][10]. - The market reacted positively to the leadership change, with BMW's stock remaining stable and close to an 18-month high. Investors believe that the peak investment phase for the Neue Klasse electric vehicle platform has passed, indicating a potential for profit release in the future [10][11]. - The success of Nedeljkovic's tenure will largely depend on performance in the Chinese market, where BMW's sales have declined by 11% year-on-year in the first three quarters of 2025 [11][12]. Mercedes-AMG Leadership Transition - Mercedes-AMG appointed Stefan Weckbach, a former Porsche executive with extensive experience in electric vehicle projects, as its new leader. He will also oversee the high-end vehicle group, which includes AMG, Maybach, and G-Class product lines [6][15]. - Weckbach's background includes significant contributions to Porsche's electric vehicle strategy, including the development of the Taycan, positioning him well to lead AMG's electric transition [18][21]. - AMG is currently focused on developing its first production model based on the AMG.EA electric architecture, with a new four-door coupe expected to launch in 2026, directly competing with the Porsche Taycan [21][24]. - The leadership changes at Mercedes-Benz are part of a broader strategy to address declining revenues and profits, with the company reporting a 7% year-on-year revenue drop to €32.14 billion (approximately $37.37 billion) in Q3 2025 [24].

12月9日，宝马集团发布重磅公告，奥利弗·齐普策（Oliver Zipse）将于2026年5月13日起（即2026年年度股东大会当天）退休，由米兰·内德利科维奇 （Milan Nedeljković）接替奥利弗·齐普策（Oliver Zipse）担任首席执行官，米兰·内德利科维奇（Milan Nedeljković）将于次日（2026年5月14日）上 任，其合同将持续至2031年。此举已获宝马集团监事会批准。 资料显示，奥利弗·齐普策（Oliver Zipse）1964年2月出生于西德海德堡，在美国盐湖城完成大学学业，后进入德国达姆施塔特工业大学深造，拥有爱尔 兰根大学、纽伦堡大学荣誉博士学位，1991年大学毕业后进入宝马集团，2015年5月进入集团董事会，2019年8月就任宝马集团董事长、CEO。2023年9 月，宝马集团宣布，宝马集团监事会将奥利弗·齐普策（Oliver Zipse）的合同延长至2026年。现年61岁的奥利弗·齐普策（Oliver Zipse）将于2026年5月13 日退休，结束其长达35年的宝马职业生涯。 齐普策深知中国市场的重要性，任职期间7次密集访华，大力推进宝马在中国的本土化发展， ...

Core Viewpoint - BMW Group has announced that Milan Nedeljkovic will succeed Oliver Zipse as the chairman of the board in May next year, indicating a strategic shift towards the "Neue Klasse" product line to improve performance [1][3]. Group 1: Leadership Transition - Milan Nedeljkovic, currently the production director, is set to take over as chairman, showcasing his strategic decision-making capabilities through recent production adjustments [3]. - Zipse will transition to a role as a member of Airbus's supervisory board in the summer of next year, with appreciation expressed for his leadership during global crises [7]. Group 2: Strategic Focus - The "Neue Klasse" product line is central to BMW's strategy for performance improvement, with new models like the iX3 already in production and plans for the new i3 in Munich and the iX3 in Shenyang for the Chinese market [3]. - Nedeljkovic has emphasized adapting product strategies to meet Chinese market demands and strengthening collaborations with local partners to enhance supply chain efficiency [3]. Group 3: Challenges Ahead - Despite leading European competitors, BMW's financial performance is weakening, with a return on automotive business of approximately 5.9% in the first nine months, the lowest in four years [5]. - Nedeljkovic will face challenges from varying market preferences, particularly the dominance of fuel vehicles in the U.S. versus the push for electrification in Europe and China [5].

宝马集团监事会主席尼古拉斯·彼得（ Nicolas Peter ）表示："齐普策带领宝马集团渡过了全球危机，并 推动'新世代'这一公司历史上规模最大的战略项目落地。" 宝马集团最新财报数据显示，汽车业务2025年前三季度实现收入871.64亿欧元，同比下降4.1%。其中， 三季度营收285.1亿欧元，同比增长2.4%。 北京商报讯（记者 蔺雨葳）12月9日，宝马集团宣布米兰·内德尔科维奇（Milan Nedeljkovi）将自2026 年5月14日起担任董事长，接替现任董事长齐普策。 诺德科沃奇1993年以管培生身份加入宝马，曾担任宝马集团牛津工厂高层管理者、莱比锡与慕尼黑工厂 总经理，以及企业质量高级副总裁等职务。自2019年起，诺德科沃奇进入宝马集团管理董事会。 ...

近日，《中国经营报》记者获悉，宝马集团监事会决定，米兰·诺德科沃奇将自2026年5月14日起担任管 理董事会主席。在新世代成功推出后，他将正式接棒齐普策。 诺德科沃奇自2019年起进入宝马集团管理董事会，目前负责生产部门。1993年，诺德科沃奇以管培生身 份加入宝马，随后在全球多地累积了丰富经验。他曾担任宝马集团牛津工厂高层管理者、莱比锡与慕尼 黑工厂总经理，以及企业质量高级副总裁。他作为管理董事会主席的任期将延续至2031年。 宝马集团监事会主席尼古拉斯·彼得表示："诺德科沃奇具备战略远见、强劲执行力与企业家式思维。在 集团转型的关键时期，这种领导力尤为重要，有助于确保宝马集团保持稳健的成功势头。" 中经记者 陈燕南 北京报道 同时，彼得感谢齐普策对宝马集团作出的贡献。他表示："无论外部压力如何变化，齐普策始终坚持明 确立场，把宝马集团的成功放在首位，引领公司在动荡时期保持正确方向。" （编辑：张硕 审核：童海华 校对：翟军） ...