Group 1 - BYD recalls 88,981 vehicles due to issues with battery pack consistency, which may limit power output and pose safety risks in pure electric mode [2] - A total of 244,500 vehicles are set to be recalled by seven automotive manufacturers by November 2025, as reported by the State Administration for Market Regulation [3] - BMW recalls 144,132 vehicles due to poor waterproofing of starter relay, which may lead to electrical short circuits and fire risks [4] Group 2 - BMW recalls an additional 7,740 vehicles due to insulation monitoring issues that may cause high-voltage systems to shut down unexpectedly, increasing collision risks [4] - Ford recalls 3,357 Lincoln Navigator vehicles due to insufficient welding in the seatbelt pre-tensioner, which may lead to safety hazards [4] - Other recalls include 187 vehicles from FAW-Volkswagen ID.7 VIZZION due to airbag generator filter size deviations, and 48 Subaru Solterra vehicles due to design flaws in the panoramic monitoring system [5]

Group 1 - BMW Group emphasizes that despite external challenges, the Chinese market and customer demand remain central to its global strategy, driven by the market's size and China's irreplaceable value in BMW's global supply chain [1] - The automotive industry has a complex global division of labor, with BMW sourcing over 36 million components daily from thousands of suppliers worldwide, highlighting the deep interconnection of its global supply chain [1] - BMW is optimizing logistics to mitigate the impact of tariffs and potential disruptions, including pausing some logistics during negotiations and flexibly reallocating resources within its global production network [1] Group 2 - In 2025, the global automotive industry is expected to enter a deep adjustment period, and while BMW maintains resilience in overall sales, it faces challenges in the competitive Chinese market [2] - BMW is committed to the Chinese market and plans to deepen localization efforts to counteract downward trends, recognizing China as not only its largest single market but also a source of global innovation [2] - The efficiency of Chinese partners in the new energy sector is aiding BMW in accelerating its global carbon reduction goals, with the supply chain carbon emissions of the iX3 model reduced by approximately 42% compared to its predecessor [2] Group 3 - BMW is actively promoting the construction of open data ecosystems like Catena-X, leveraging AI technology for quality and carbon footprint management across the entire industry chain [3] - Strategic partnerships with companies like Baidu, Tencent, and Huawei are enhancing BMW's global digital governance, capitalizing on China's advantages in digital infrastructure and AI application scenarios [3] - BMW aims to retain its "pure driving pleasure" by collaborating deeply with China in supply chain, green initiatives, and digitalization, while rejecting simple external vehicle architecture purchases for rebranding [3]

An enthusiast got his 1939 BMW 327/28 sports car ready for the prestigious competition by researching in the archives, sourcing handmade parts and taking much of the car apart. https://t.co/R5QyMXE4Gi ...

IT之家 12 月 13 日消息，宝马正在密集筹备"Neue Klasse"产品线，计划在 2027 年底前集中推出 40 款新车或改款车型。北京时间今晚，外媒 Carscoops 带来 了下一代 X7 近期在德国道路测试的最新谍照。 该媒体分析称，新车的实际设计变化已明显超出中期改款范畴。考虑到现款 X7 在 2022 年完成更新，此次换代本就在既定节奏之内。 Y 高元元 CARSCOOPS in St 5 1 300 ■ t 27 - 33 55 25 277 7 n CHLY REFL 21 p (C)H 2 / IIIT CARSCOOPS CARSCOOPS - H 新车的车尾仍处于高度保密状态，测试车使用临时尾灯。量产版本预计采用贯穿式尾灯设计。 据悉，新车内饰预计将使用 Panoramic Vision"全景视觉"显示系统，贯穿前风挡下沿。该车还将并配备更大的中控屏、更智能的 AI 助手以及更具概念感的新 方向盘。整车算力由全新"Superbrains"中央计算系统支撑，作为数字架构的核心中枢。 新一代 X7 继续提供七座三排布局，保持宝马大型 SUV 旗舰定位，直接对标奔驰 GLS 以及沃尔沃 ...

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].