An employee mounts a VW logo on a new Volkswagen Tiguan at the VW main plant.Picture Alliance | Picture Alliance | Getty ImagesAuto giants have responded to U.S. President Donald Trump's tariffs by announcing plans to raise prices, impose import fees, pause production and even layoff staff.As part of plans designed to shift production to U.S. factories and bolster American jobs, the Trump administration on Thursday introduced 25% tariffs on foreign auto imports. The White House also said it intends to place ...

Core Insights - BMW Group showcased its "New Generation" innovations at the China Innovation Day, emphasizing advancements in smart cockpit, intelligent driving control, and AI integration, aligning with China's technological strengths [1][2] - The new generation products feature a digital neural system and four high-performance "super brains," enhancing computing power by 20 times to support AI user experiences [1][2] - BMW's strategy focuses on differentiated innovation in core areas, leveraging AI to enhance user experience and collaborating with leading Chinese tech companies [1][2] Group 1: Smart Cockpit and User Experience - The new generation smart cockpit redefines the driving experience through innovative human-machine interaction, utilizing the "visual cone" concept to minimize visual focus switching [2] - BMW has established a robust R&D network in China, with four R&D bases and three software companies, enabling comprehensive software solutions from consumer digital ecosystems to business operations [2] - The new electronic and electrical architecture lays the foundation for future development, with over 1,000 software modules and more than 500 million lines of code being developed for integration into the vehicle's "super brain" [2][3] Group 2: Intelligent Driving Control - The "Driving Control Super Brain" integrates power and chassis control, enhancing efficiency in core functions such as power transmission, braking, and steering [3] - This system allows for unprecedented speed and precision in executing driving dynamics, providing a smoother driving experience across various scenarios [3] Group 3: AI Integration and Future Plans - BMW is collaborating with Alibaba to integrate AI language models into vehicles, enhancing user experience through a customized AI engine [4][5] - The AI strategy focuses on three dimensions: driving pleasure, natural human-machine interaction, and immersive entertainment experiences [5] - Upcoming showcases at the Shanghai Auto Show will feature AI agents that enhance intelligent cockpit applications, linking mobility, third spaces, and ecological services seamlessly [5]

Core Insights - BMW Group announced a robust lineup for the 2025 Shanghai Auto Show, featuring over 30 models across its three brands: BMW, MINI, and BMW Motorrad, showcasing innovative technologies and concepts [1] Group 1: New Technologies and Innovations - The new generation BMW driving pleasure concept car will make its global debut, marking the entry into the 2.0 era of driving pleasure with a revolutionary "Heart of Joy" system that integrates powertrain and driving dynamics for precise responses under 1 millisecond [3] - The technological backbone of the new generation driving pleasure includes a new intelligent electronic architecture and three breakthrough innovations: panoramic iDrive, the driving control super brain, and a revolutionary cylindrical battery, redefining the core advantages of automobiles [5] Group 2: User-Centric Features - The new generation super sensory intelligent cockpit will have its Asian debut, featuring ergonomic designs and a new operating system that integrates local innovations, enhancing user interaction with AI-powered personal assistants [5][7] - The intelligent cockpit is developed by BMW's China R&D team, focusing on local user needs, showcasing five major driving scenarios that cover interface design, human-vehicle dialogue, multi-screen navigation, digital ecosystem integration, and personalized choices [7] Group 3: Product Launches and Special Editions - The "Sport King" BMW 3 Series celebrates its 50th anniversary with a limited edition model, while the "Track King" BMW M will showcase the M4 high-performance limited edition and the new BMW X3 M50 xDrive performance vehicle for the first time in China [9] - The new generation X concept car and the new MINI JCW family will also be unveiled, alongside multiple new models from BMW Motorrad, emphasizing comfort, intelligence, and safety for riders [9] Group 4: Artistic and Luxury Offerings - The globally limited 50 units of the BMW Skytop will highlight BMW's legacy in convertible cars, merging design aesthetics with high-performance genes [11] - The latest BMW art car, designed by renowned contemporary artist Julie Mehretu, will also be showcased, representing the fusion of aesthetics, technology, and social innovation through advanced 3D drawing techniques [11]

3、健康增长和技术开放，2025年政府工作报告有史以来首次提到要综合整治内卷式竞争。高质量发展 是汽车产业链 中盈利和可持续增长的最重要特征。行业盈利能力的下降将恶化市场秩序。 高翔在论坛上表示，宝马希望助力中国打造成为智能网联新能源汽车的全球领导者，将智能汽车、智能 基础设施和智能城市整合成一个庞大的生态系统。 长期以来，中国一直处于经济和技术进步的最前 沿。今天，这种领导力体现在对新质生产力的追求上，新质生产力意味着以科技创新为基础，推动高价 值、可持续和高质量的增长。 高翔说：宝马的战略与中国以创新为导向的高质量发展的增长路径高度契合，增长、创新与合作是宝马 进入中国30年来的一直关注的三个主要话题，尽管2024年市场状况复杂多变，但宝马集团在全球售出了 超过245万辆乘用车和超过21万的辆摩托车。在中国更是交付了71.5万辆BMW和MINI汽车，其中超10 万辆是纯电动汽车。截至目前，宝马已在中国市场累计交付了超过40万辆新能源汽车，蝉联中国豪华乘 用车市场年度销量冠军。2026年我们将在沈阳iFactory数字智慧工厂开始新世代车型的本地化生产，现 在至2027年，宝马将向市场投放40多款全新或改款 ...

Core Viewpoint - The collaboration between BMW and Alibaba marks a significant step in integrating advanced AI capabilities into BMW's vehicles, focusing on deep customization and enhancing user experience through tailored AI solutions [2][5]. Group 1: Collaboration Details - BMW and Alibaba announced a partnership to integrate Alibaba's Tongyi Qianwen AI model into BMW vehicles, with the new intelligent personal assistant expected to debut in 2026 [2][3]. - The collaboration emphasizes a deep customization approach, allowing BMW to access the latest AI models and over 80 million points of interest (POI) data from Alibaba [2][4]. - BMW's engineering team will utilize the newly released Tongyi Qianwen QwQ-32B model, which reportedly matches the performance of DeepSeek-R1 [2][5]. Group 2: AI Applications - BMW is developing two customized AI agents: "Car Expert" and "Travel Companion," which will leverage over 200,000 exclusive vehicle data points and more than one million after-sales cases [5]. - The "Travel Companion" AI will utilize Alibaba's extensive POI data to provide personalized recommendations based on user preferences and real-time conditions [5][6]. - These AI products are set to be showcased at the Shanghai Auto Show in April [5]. Group 3: Broader Industry Context - BMW's partnerships with Alibaba and Huawei reflect a trend among luxury car manufacturers (BBA) to enhance their vehicles' smart capabilities through collaborations with Chinese tech companies [6][7]. - Competitors like Mercedes-Benz and Audi are also integrating Chinese smart driving solutions, indicating a shift towards a more intelligent and competitive luxury car market [6][7].

Core Points - President Trump signed an order imposing 25% tariffs on imports of automobiles and certain auto parts [1] - The tariffs aim to protect the U.S. industrial base, address a $93.5 billion annual trade deficit in auto parts, and counter a 34% reduction in auto parts manufacturing jobs since 2000 [2] - The tariffs are expected to generate over $100 billion in new annual tariff revenue and create immediate construction and manufacturing jobs [3][4] - The tariffs will take effect on April 2, with collections starting the following day, and are described as "permanent" with no interest in negotiating exceptions [4] - A broader range of reciprocal tariffs is expected to be announced, targeting other countries' trade barriers, along with potential industry-specific tariffs on lumber, semiconductors, and pharmaceuticals [5] Industry Impact - The tariffs are anticipated to spur growth in the automobile industry and reverse stagnation in U.S. production [2][3] - American car buyers are reportedly accelerating their purchasing decisions due to concerns over impending tariffs [6]

作 者丨 焦文娟 编 辑丨吴晓宇 奔驰、宝马和奥迪入华均已超过3 0年。然而新能源转型叠加价格战，曾经风光无限的他们，既想维持燃油车的尊严和利润，又要面临着 以智能化见长的新势力后来者的冲击，集体遭遇"中年危机"。 财报显示，宝马集团2 0 2 4年纯电动车销量为4 2 . 7万辆，同比增长1 3 . 5%，占全年总销量超1 7 . 4%；若计入插混车型，全年销售量则达到 5 9 . 3万辆，即宝马集团在2 0 2 4年近四分之一售出的新车为电动产品。 这份危机体现在财报上。 财报显示，2 0 2 4年，宝马集团实现营收1 4 2 3 . 8亿欧元（约合人民币1 . 1 2万亿元），虽然是奥迪的2倍多，但同比下滑8 . 4%；其息税前利 润（EBIT）为1 0 9 . 7 1亿欧元（约合人民币8 6 2 . 9亿元），同比下滑3 5 . 8%，利润率从11%下降至7 . 7%；净利润7 6 . 7 8亿欧元（约合人民 币6 0 3 . 9亿元），同比下降3 6 . 9%，但仍实现日赚1 . 6 5亿元。 营收、利润下滑背后是销量的走低。2 0 2 4年，宝马集团全球总销量为2 4 5万辆，同比下滑4%。其中， ...

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 ...

Core Insights - BMW Group and Alibaba Group have deepened their strategic cooperation in China, focusing on integrating AI large language models into new generation vehicles, with a customized AI engine set to debut in 2026 [1][2] - The new BMW intelligent personal assistant, powered by the Tongyi large model technology, aims to enhance user interaction through human-like communication and complex command understanding, achieving a recognition and wake-up rate of up to 99% [1] - The collaboration between BMW and Alibaba, which began in 2015, has evolved from cloud computing and smart manufacturing to cutting-edge technologies like voice interaction and AI models, marking a new phase of cooperation in the smart and electric vehicle sectors [2] Group 1 - BMW and Alibaba announced a partnership to implement AI large language models in vehicles, with the new BMW intelligent personal assistant launching in 2026 [1] - The assistant will utilize advanced AI capabilities for improved user interaction, achieving high recognition rates through extensive testing [1] - The Shanghai Auto Show in April will showcase the new generation of BMW's intelligent cockpit and collaborative smart travel scenarios [1] Group 2 - BMW has established a Skylab user experience research center in China to better understand local consumer preferences, demonstrating a commitment to integrating advanced technologies into its innovation system [2] - The partnership with Alibaba is seen as a testament to the potential for growth and prosperity through collaboration, with a focus on smart and electric vehicle technologies [2] - Future discussions between BMW and Alibaba will explore cross-domain integration in infrastructure, platforms, and services [2]

金融价值观｜政策红利与超大市场共振 外企高管眼 中的"投资中国"新机遇 新华网北京3月24日电（梁栋飞）中国发展高层论坛2025年年会于3月23日至24日在北京举行。多位跨国 企业与会代表表示出加码在华投资的意愿，希望紧跟中国市场步伐，携手中国企业发展开辟更加广阔的 前景。 今年以来，当特斯拉在上海储能超级工厂投产、阿斯利康无锡基地追加投资等外企在华布局的大手笔持 续涌现，令人好奇在其商业决策背后，外企高管眼中"投资中国"的新机遇在何处，恰好在中国发展高层 论坛2025年年会中可以找到一些明确的答案。 据主办方介绍，今年年会共有750多位外方代表参会，其中118位为正式代表，企业界代表86位。参会跨 国企业国家范围广，首次参会的跨国企业数量创新高。今年第一次派正式代表参加论坛的企业有17家， 包括英特宜家、博枫等，为历年数量最多，占企业总数的20%。 选择深耕中国 着眼政策机遇 "未来十年，必和必拓将继续大幅增加投资，大力支持与人工智能等相关的技术开发，也希望获得更多 支持，与政府、行业、企业展开更多合作，打通产学研各环节，一起实现更好发展。"必和必拓首席执 行官韩慕睿说。 韩慕睿表示："铜在电动汽车的发展当 ...