Core Viewpoint - The article discusses the significant influx of German companies into China, highlighting a strategic shift in the industrial landscape as these firms seek to adapt to rising costs and competitive pressures in Germany. This movement is characterized as an "industrial migration" rather than a simple relocation, driven by the need for innovation, cost efficiency, and access to a dynamic market [4][5][6]. Group 1: German Companies in China - Over 560 German companies have established operations in Taicang, Jiangsu, with more than 60 being "hidden champions" in their respective industries [4]. - German investments in China exceed $6 billion, with annual industrial output surpassing 67 billion yuan [5]. - Major German firms like Volkswagen, Bayer, and Mercedes-Benz are making substantial investments in China, including Volkswagen's €2.5 billion investment in Anhui and Mercedes-Benz's €1 billion investment in a research center in Beijing [5][6]. Group 2: Challenges Faced by German Industry - The number of bankruptcies in Germany reached 22,000 in 2024, the highest in a decade, with a 12% year-on-year increase in the first half of 2025 [6][8]. - Rising energy costs, particularly due to policies from the Green Party, have significantly impacted German manufacturing, with electricity prices soaring by 148% [8][9]. - The closure of nuclear and coal power plants has forced German industries to rely on imported electricity, leading to a tripling of energy costs [9][10]. Group 3: Strategic Reasons for Relocation - German companies are not merely relocating but are embedding themselves into China's vibrant industrial ecosystem, driven by the need for innovation and cost advantages [12][13]. - The shift is characterized by a focus on "innovation costs," with German firms struggling to keep pace with rapid technological advancements in electric vehicles [13][14]. - The "system cost" advantage in China allows companies to access a complete supply chain and skilled labor within close proximity, enhancing operational efficiency [13][14]. Group 4: Future Outlook - The global industrial landscape is shifting, with China increasing its share of global manufacturing value added to 31%, surpassing developed countries for the first time [15][17]. - German companies are investing in China not just for immediate gains but as a long-term strategic choice to remain competitive in future markets, particularly in sectors like hydrogen energy and autonomous driving [17][18]. - Approximately half of German companies plan to further invest in China, indicating a strong belief in the country's innovation potential and market opportunities [18].

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。 宝马集团监事会主席尼古拉斯·彼得感谢了齐普策对宝马集团的贡献。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。" 新京报贝壳财经讯（记者白昊天）12月9日，宝马集团宣布米兰·诺德科沃奇将自2026年5月14日起担任 董事长，接棒现任董事长齐普策。 ...

宝马集团管理董事会成员，现主管生产业务 据宝马集团12月9日消息，宝马集团监事会今日决定，米兰·诺德科沃奇博士 （Dr.-Ing. Milan Nedeljković）将自2026年5月14日起正式担任管理董事会主 席。在新世代 （Neue Klasse）成功推出后，他将接棒已任职逾十年、并自2019年8月起担任主席的奥利弗·齐普策 （Oliver Zipse）。监事会向齐普策在任 期间为宝马集团所作出的卓越贡献表示由衷感谢。 宝马集团监事会主席尼古拉斯·彼得博士 （Dr. Nicolas Peter）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。无论是财务资源还是生态 层面的资源，他都能做到高度聚焦的管理。他能够以清晰思路启发团队，以共同价值观凝聚力量，并激励大家发挥最佳表现。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。" 在2023年，齐普策作为管理董事会主席的任期被延长至2026年，超出了通常的退休年龄。他将按计划于2026年5月13日的年度股东大会后卸任，结束其长 达35年的宝马职业生涯。 米兰·诺德科沃奇博士 现任宝马集团管理董事会主席 彼得表示： ...

Group 1 - Nedeljkovic will replace Oliver Zipse as the CEO, who has been in the position for over six years [1] - Oliver Zipse is set to leave the board in 2026 [1]

Core Viewpoint - BMW is systematically enhancing its smart vehicle ecosystem in China through strategic partnerships and internal AI initiatives aimed at aligning with local market demands and technological advancements [1][4]. Group 1: Strategic Partnerships - Since the beginning of the year, BMW has announced deep collaborations with three Chinese tech companies, focusing on various aspects from cloud computing to vehicle decision-making [2]. - In March, BMW selected Alibaba as the AI foundation for its smart cockpit; in April, it integrated DeepSeer’s AI capabilities into its onboard systems; and in July, it partnered with Moment to develop a new generation of intelligent driving assistance systems tailored for the Chinese market [2][4]. Group 2: Internal AI Strategy - BMW is redefining the role of AI within its organization, transitioning from a tool for enhancing specific efficiencies to a foundational capability driving overall business transformation [4][15]. - The launch of the "360-degree AI" strategy in March emphasizes the integration of AI across the entire value chain, including R&D, production, sales, and service [4][15]. - The newly developed AI platform "GAIA" serves as a core node for this strategy, aiming to transform BMW into an AI-driven enterprise [4][15]. Group 3: AI Ecosystem Development - BMW is one of the early domestic manufacturers to independently develop and deploy an enterprise-level AI platform, aiming to reshape how AI creates value across the company [6][15]. - The "GAIA" platform is designed to connect data, systems, and personnel, facilitating local innovation and uncovering new business opportunities [15][16]. - The platform aims to lower the barriers to AI application, enabling all employees to create applications and utilize AI tools effectively [16][18]. Group 4: Intelligent Driving Solutions - In collaboration with Moment, BMW is developing a new intelligent driving assistance solution based on its next-generation models, set to debut in the 2026 domestic BMW iX3 [8][12]. - The system will be tailored to local road conditions, providing a comprehensive driving assistance experience [8][12]. - The development process includes extensive virtual and real-world testing to ensure reliability and safety [9][12]. Group 5: AI Integration in Operations - The "GAIA" platform is positioned to enhance various operational areas, including quality control and spare parts management, particularly in the Shenyang production base [18]. - This integration of AI is crucial for maintaining high production quality for the upcoming models, including the new generation BMW iX3 [18].

Group 1 - BMW is systematically enhancing its smart vehicle ecosystem in China through collaborations with three Chinese tech companies, focusing on AI capabilities from cloud computing to vehicle decision-making [1] - The partnerships include Alibaba for AI in smart cockpits, DeepSeek for AI integration in onboard systems, and Momenta for developing advanced driving assistance systems tailored for the Chinese market [1][3] - BMW's strategy aims to align with the rapid technological evolution and user demands in China, emphasizing localized AI technology across perception, interaction, and decision-making [1] Group 2 - The launch of the "360-degree AI" strategy in March marks a significant shift for BMW, integrating AI deeply into the entire value chain from R&D to sales and service [2] - The self-developed AI platform "GAIA" serves as a core component of this strategy, aiming to redefine how AI creates value across the organization [2][7] - BMW has a history of AI applications in China dating back to 2018, with the introduction of the "BEACON" platform in 2022 providing foundational data intelligence for production and operations [2] Group 3 - The collaboration with Momenta focuses on developing a new generation of intelligent driving assistance solutions based on BMW's new generation models, set to debut in 2026 [3][4] - The system will be tailored to local driving conditions in China, providing comprehensive navigation assistance for urban and highway scenarios [3] - Extensive testing is being conducted in both virtual and real-world environments to ensure the reliability and safety of the new system [4] Group 4 - The AI-driven system aims to enhance vehicle adaptability to complex Chinese road conditions, integrating Momenta's AI algorithms with BMW's expertise in vehicle safety and human-machine interaction [5] - The new system will be a key part of BMW's transition to "software-defined vehicles," combining advanced driving technologies with innovative human-machine interfaces [5][6] - BMW's development philosophy emphasizes smart driving, symbiotic interaction, and safety, ensuring a secure user experience [5] Group 5 - The "GAIA" platform is designed to be a digital foundation for BMW's AI capabilities, facilitating innovation and operational efficiency across the organization [7][8] - It aims to democratize AI usage within the company, allowing employees to create applications and manage knowledge assets without requiring extensive technical expertise [8][9] - The platform integrates both internal and external AI technologies, ensuring compliance with safety and regulatory standards while promoting innovation [9] Group 6 - AI solutions are being applied in various areas such as quality control and spare parts management at BMW's production facilities, supporting the upcoming launch of the new generation BMW iX3 in 2026 [10] - The integration of AI into BMW's operations is seen as essential for maintaining high production quality and adapting to the evolving automotive landscape [10][11]

近日，宝马集团董事长齐普策来华出席清华大学经济管理学院顾问委员会2025年会议。他在发言中指 出，当前世界格局深刻演变，亟需更多促进国际交流与对话的平台。他呼吁加强国际团结合作，推动绿 色低碳发展，维护公平有序的市场竞争。同时，齐普策再次强调，宝马集团依然看好中国发展潜力、看 重中国创新能力，将继续在此深耕厚植。 据媒体报道，内德尔科维奇自2019年以来一直是宝马集团董事会成员，目前负责生产部门。这位56岁的 高管于1993年以学徒身份加入宝马集团，曾担任牛津工厂的总经理，以及莱比锡和慕尼黑工厂的总经 理，并担任公司质量部的高级副总裁。他作为董事会主席的合同将延续至2031年。 此前，针对欧盟委员会对中国电动汽车加征反补贴关税，齐普策强调，宝马集团坚决反对，并已向欧盟 法院提起诉讼。 凤凰网科技讯12月9日，宝马集团宣布，米兰内德尔科维奇将于2026年5月14日起，接替奥利弗齐普策担 任宝马集团管理董事会主席。后者已担任宝马集团管理董事会成员超过十年，并自2019年8月起担任董 事会主席。 据报道，2023年，奥利弗齐普策作为宝马集团董事会主席的合同被延长，超过通常的退休年龄，直至 2026年。随后，他将在2 ...

Core Insights - BMW Group has set a new emission reduction target to cut at least 60 million tons of CO2 equivalent by 2035 compared to 2019, increasing the previous 2030 target by approximately 20 million tons [1] - The company aims for net-zero emissions by 2050, aligning with the Paris Agreement, and has established a clear roadmap for reducing lifecycle CO2 emissions by at least 40 million tons by 2030 [1] - Key initiatives include increasing the use of renewable energy in production and supply chains, enhancing the utilization of recycled materials, and optimizing energy efficiency during vehicle usage [1] Emission Reduction Strategy - BMW's carbon reduction actions span the entire lifecycle of vehicles, from raw material supply to production, usage, and recycling [3] - The company focuses on expanding the use of recycled materials and renewable energy in its supply chain, particularly targeting high-carbon materials like battery components, aluminum, and steel [3] - Since 2020, all BMW factories globally have sourced 100% of their electricity from renewable sources [3] Sustainable Practices in China - BMW's Shenyang production base serves as a benchmark for sustainable development, utilizing 100% renewable energy since 2019 and continuously exploring energy innovations [4] - The Shenyang facility will generate 91.86 GWh of solar power in 2024, equivalent to the annual electricity consumption of about 30,000 households [4] - A geothermal heating project at the Shenyang plant utilizes renewable geothermal energy, reducing carbon emissions by approximately 18,000 tons annually [4] Supply Chain Collaboration - BMW is actively engaging local suppliers in China to transition towards sustainability, with around 200 core suppliers committing to using green electricity for BMW component production [4] - The company aims to reduce the total supply chain carbon emissions by about 1 million tons by 2024 compared to 2019 [4] - BMW has achieved 100% recycling of retired battery materials in China, with over 2,100 tons of recycled battery materials recovered by 2024 [4] Next-Generation Products - The upcoming "New Generation" models in China will feature the sixth-generation BMW eDrive technology, designed for lower energy consumption and enhanced electric driving pleasure [5] Green Charging Solutions - BMW is collaborating with partners like State Grid to promote renewable energy in public charging networks, with its joint venture charging brand "Yianqi" already using 100% green electricity for charging services [6] Commitment to Sustainability - BMW's clear emission reduction blueprint for 2035 relies on innovative technologies and concrete actions in every market, particularly in China [7] - The company aims to transform its sustainability strategy into tangible industry actions and appealing products, fostering a responsible lifestyle for consumers [7]

Core Insights - BMW plans to expand the color options for the new generation iX3, adding three special colors starting March 2026 [1][3] - The new colors include Fire Red / Vegas Red, Frozen Space Silver, and Eucalyptus Green [1] - BMW is applying for BMW Individual certification for its new factory in Hungary, with the first custom colors expected to debut mid-next year [3] Product Development - The iX3 M Performance Parts will be introduced in July 2026, featuring high-gloss black trim, body decals, and a roof spoiler [3] - The more aggressive performance version, iX3 M60, is expected to begin production simultaneously, while the complete M model lineup will not be available until the end of 2027 [3] Accessories and Features - A white steering wheel will be launched in March 2026, but it will only be available with the Digital White interior theme [5] - BMW will offer a comprehensive list of accessories, including a roof rack compatible with aerodynamic cargo boxes, ski racks, and a rear-mounted bike rack capable of holding three bikes [5]

Core Viewpoint - The next generation of electric MINI models is expected to significantly improve battery performance and range, moving away from the current limitations of the existing models powered by batteries from Honeycomb Energy, which are associated with Great Wall Motors [1][8]. Group 1: Current Electric MINI Models - The current electric MINI COOPER series and electric MINI ACEMAN have a CLTC range of only over 400 kilometers, leading to range anxiety for consumers without home charging options [1][8]. - The existing models are powered by batteries from Honeycomb Energy, which is backed by Great Wall Motors [1][8]. Group 2: Future Developments - BMW plans to introduce the 4695 cylindrical battery in its next generation of vehicles, which may include the MINI models after the new generation is launched [1][8]. - The 4695 battery features a diameter of 46mm and a height of 95mm, with a 20% increase in energy density and a 30% increase in range compared to previous models [5][12]. - The new battery technology will support fast charging, allowing for 300 kilometers of range to be added in just 10 minutes [5][12]. Group 3: Market Implications - The introduction of the 4695 battery is expected to enhance the electric MINI's appeal, allowing it to move beyond being just a "city commuting" vehicle, enabling longer trips without frequent charging stops [7][14]. - Great Wall Motors has significant financial stakes in the MINI brand, with projected sales of approximately 134 billion yuan in 2024 and 69.5 billion yuan in the first half of 2025 from related products [8][15]. - To retain the MINI partnership before the 4695 battery project is implemented, Great Wall Motors needs to negotiate with BMW promptly [15].