欧洲汽车制造商协会：丰田汽车5月份在欧盟的新车注册量下降1.9%，现代汽车下降4.7%，宝马公司增 长8.1%。 ...

Core Viewpoint - The luxury car market is experiencing significant price reductions, with brands like BMW and Mercedes-Benz launching cost-cutting models to remain competitive in a changing market landscape [3][11][30]. Group 1: Price Reductions and Market Dynamics - BMW's new 5 Series has seen a drastic price drop, with the base model now priced at approximately 260,000 yuan, down from 430,000 yuan a year and a half ago [9][12]. - The sales of the BMW 5 Series have increased for four consecutive months, with May sales reaching 11,000 units, surpassing competitors like the Mercedes-Benz E-Class [12][19]. - The luxury car segment is facing intense competition, leading to a reduction in quality standards as brands strive to lower costs [13][29]. Group 2: Cost-Cutting Measures - BMW is actively seeking to reduce costs by renegotiating supplier contracts, indicating a shift in focus from quality to price [20][21]. - Mercedes-Benz is also under pressure to cut costs, with a reported 43% decline in net profit in Q1 2025, prompting a reevaluation of supplier partnerships [25][27]. - The luxury brands are now considering local suppliers to reduce costs, which may impact the quality of components traditionally associated with luxury vehicles [24][28]. Group 3: Market Positioning and Consumer Preferences - The luxury car market is increasingly misaligned with consumer demands, as traditional luxury vehicles are primarily designed for European markets rather than adapting to local preferences in China [31][34]. - The rise of domestic brands has intensified competition, forcing luxury brands to rethink their product definitions and market strategies [39][46]. - Consumers in China are shifting towards more practical and comfortable vehicles, such as multi-functional SUVs, which are increasingly favored over traditional luxury sedans [40][42]. Group 4: Future Challenges for Luxury Brands - Luxury brands must adapt to changing consumer preferences and market dynamics to avoid further declines in sales and profitability [44][47]. - The globalized nature of luxury brands presents challenges in balancing a unified brand image with the need to cater to local market demands [47][48]. - The current generation of luxury vehicles, such as the eighth-generation BMW 5 Series, symbolizes the end of an era for traditional luxury cars, highlighting the need for innovation and adaptation [48].

Group 1 - Several automakers are facing production challenges due to a shortage of rare earth materials, which are critical for high-end automotive manufacturing [2][3] - Suzuki has suspended production of its Swift model due to the impact of China's rare earth export controls, marking it as the first Japanese automaker affected [3] - Mercedes-Benz and BMW are in urgent discussions with suppliers to stabilize the supply of rare earth components, while Ford has reported increased transportation costs and delays in parts delivery due to extended approval processes for rare earth exports from China [4] Group 2 - China's Ministry of Commerce and Customs announced export controls on seven types of medium and heavy rare earth materials, with a new regulation set to take effect on October 1, 2024, establishing a closed-loop management system for the entire rare earth industry [5] - The Chinese government emphasizes that these export controls are in line with international practices and aim to protect national security and interests [6] - The demand for rare earth materials in the automotive industry is increasing, particularly for electric motors, where rare earth materials account for about 20% of the motor's cost [10] Group 3 - The global supply chain for rare earth materials is heavily reliant on China's processing capabilities, despite the country's relatively small reserves [8] - There is ongoing research and development in the automotive industry for rare earth-free motors, but current alternatives still lag behind in performance compared to rare earth-based motors [11][12] - The upcoming Rare Earth Management Regulations in China signify a shift towards sustainable development and stricter industry standards, aiming to enhance the stability of the global supply chain [12]

Core Insights - The luxury car market is experiencing significant price reductions, with the latest generation of models, including the BMW 5 Series, being sold at unprecedented low prices, indicating a shift in consumer purchasing behavior and market dynamics [1][3][6] - The current generation of luxury vehicles, developed before 2020, is still perceived as high-quality, but the industry's focus is shifting towards cost-cutting measures due to increased competition and changing consumer preferences [6][20][27] Group 1: Pricing and Sales Trends - The BMW 5 Series is now priced at approximately 260,000 yuan, down from 430,000 yuan a year and a half ago, reflecting a drastic price drop in the luxury segment [3][5] - Sales of the BMW 5 Series have increased for four consecutive months, with May sales reaching 11,000 units, surpassing competitors like the Mercedes-Benz E-Class [7] - Other luxury models, such as the Volvo XC60, have also seen significant price reductions, with current prices around 230,000 yuan, down from 400,000 yuan previously [5] Group 2: Market Dynamics and Consumer Behavior - The luxury car market is facing intense competition, leading to a decline in brand loyalty as consumers increasingly opt for domestic brands that better meet local needs [20][27] - The traditional luxury car designs are primarily tailored for European consumers, which may not align with the preferences of Chinese buyers, who now dominate the market [22][24] - The shift in consumer demand towards larger, more comfortable SUVs and vehicles with advanced technology is evident, as seen with the success of models like the Li Auto L9 [25][27] Group 3: Industry Challenges and Future Outlook - Luxury brands are under pressure to reduce costs and improve profitability, with manufacturers like BMW and Mercedes-Benz actively seeking lower-priced suppliers [12][18] - The reliance on subsidies and incentives to maintain dealer operations is not sustainable, indicating a need for a strategic shift in how luxury brands operate [12][19] - The future of luxury vehicles may hinge on balancing traditional brand values with the evolving demands of the Chinese market, necessitating a reevaluation of product development strategies [28]

每经记者｜裴健如 每经实习编辑｜余婷婷 宝马集团负责客户、品牌及销售业务的董事高乐 图片来源：企业供图 在高乐眼中，中国整体汽车市场仍在增长，对宝马而言是"好消息"。根据中国汽车工业协会发布的最新数据，今年1至5月，中国汽车产销分别完成1282.6万 辆和1274.8万辆，同比分别增长12.7%和10.9%。但细分来看，同期，中国品牌乘用车销售756.2万辆，同比增长26.3%，而主要外国品牌中，德系、美系、日 系品牌销量均遭遇了前所未有的市场挑战。 数据背后，机遇与挑战并存。"过去几年中国市场的增长相对健康，但近两年的态势值得大家关注。如果只有少数主机厂能够盈利，尽管有补贴支撑，但多 数仍在盈亏线以下运营，这也会严重冲击供应商，部分供应商已面临生存危机。"高乐直言。 在这样的情况下，高乐认为，新世代车型将成为宝马的破局利器。按照计划，宝马将于明年在中国市场推出BMW新世代车型。"我们的产品覆盖各主要细分 市场，且燃油车竞争力强劲。随着新世代车型的推出，将使我们在纯电领域同样极具竞争力。"高乐表示，他对新世代产品充满信心。 市场容量大，要争取宝马的客户 "当前全球各主要市场正呈现出明显的差异化趋势。以电动化为 ...

作者 | 王小娟 编辑 | 周智宇 在这一轮中国市场的变革中，自主品牌们站上舞台中央。传统品牌则光芒黯淡，焦虑难掩。 宝马作为曾经豪华汽车市场代名词的存在，也在这一轮的风暴中遭遇危机，各车型价格不断下探。17万买3系、26万买5系频上头条，激烈的市场竞逐中，宝 马的品牌价值在愈演愈烈的价格战中，逐步被侵蚀。 这个背景下，宝马为中国市场挑选了一位财务金融背景丰富的管理者宝思齐，接任技术背景的戴鹤轩。这是宝马在卖车、成本、投入之间进行的平衡。 随着宝思齐到任，接下来宝马在中国市场要"精打细算"，优化运营能力，并且为新世代车型在中国市场上市做好准备工作。目前，从一系列合作来看，新世 代车型的中国浓度已经很高了。 宝马这一轮人事变革的特点，也是近几年不少合资车企选择中国市场掌舵人时的特点，注重算账，强化运营。 三十年如白驹过隙，宝马等品牌在中国市场所面临的环境也发生翻天覆地的变化。唯有转变态度，以更大的决心进入"反攻"阶段，才能在中国市场激烈的淘 汰赛中"活下去"。 新CEO，来打翻身仗？ 最近，华晨宝马宣布，宝马集团金融体系出身的高管宝思齐（Birgit Böhm-Wannenwetsch）将接替戴鹤轩（Dr. F ...

近日，远景动力宣布，公司的46系大圆柱电池产品在无锡江阴超级工厂下线，首批已运至美国，供应宝 马全球电动平台车型。 此外，这款电池单体产热更低，叠加热电分离与定向泄压设计，减小了电芯间热失控蔓延，因而电池安 全性更强。 在平台兼容性方面，46系电芯支持400-1000V全电压平台，覆盖A-D级全车型序列，能够降低整车开发 成本与周期。 在特斯拉的带动下，国内外汽车行业纷纷押注大圆柱电池，其中包括宝马、沃尔沃、蔚来等车企，还有 亿纬锂能、宁德时代、远景动力等动力电池厂商。然而，特斯拉的大圆柱电池，直到2023年才开始小规 模量产，今年才宣布了干法正极的量产。 未来，将搭载46系大圆柱电池的宝马车型，是面向全球市场的宝马X7、X3车型，以及面向北美、拉美 市场的X5、X6车型。为了保证这几款车的交付节奏，目前远景动力已在河北沧州超级工厂部署了更高 效的产线，将于今年下半年量产。 据远景动力介绍，公司为宝马供应的46系大圆柱电池，使用的是高镍正极和掺硅负极，单体能量密度最 高约为310Wh/kg，整包的能量密度相较宝马目前所用电池提高了约20%，可使宝马整车续航增加30%。 同时这款电池还支持6C及更高倍率的快充技 ...

Core Viewpoint - The price war among luxury car brands BBA (BMW, Benz, Audi) has led to significant price reductions, with some models of the "34C" (BMW 3 Series, Audi A4L, Benz C-Class) now available for under 200,000 yuan, although actual purchase conditions may complicate this [1][3][10]. Price Reduction Details - The Benz C-Class has seen the largest price drop, with the C200L model's price slashed from a guide price of 334,800 yuan to as low as 167,400 yuan in Beijing [3][4]. - Audi A4L's entry-level model has also dropped below 200,000 yuan, with some regions reporting prices as low as 180,000 yuan, although high-end models remain above 230,000 yuan [5][6]. - BMW's 325Li has reportedly fallen below 200,000 yuan, but consumer preference leans towards the more powerful 330Li model [7][8]. Market Dynamics - The aggressive pricing strategy has led to a consensus among dealers that low-spec models are increasingly difficult to sell, prompting a shift towards higher-spec models [7][10]. - The overall decline in prices has affected other models within the BBA lineup, including SUVs and higher-end sedans, pushing them below historical price thresholds [8][9]. Sales Performance - Sales figures for 2024 indicate a significant drop for Benz C-Class and Audi A4L, with projected sales of 44,000 and 26,000 units respectively, marking declines of 16% and 27% [12]. - The financial strain on dealers has led to reports of dealership closures and ownership changes, with only 35% of dealerships meeting sales targets in the first half of the year [12][13]. Strategic Adjustments - In response to market pressures, BBA is reducing its dealer networks and focusing on higher-end models, with plans to discontinue lower-end offerings [15][18]. - New models are being introduced, such as the Audi A5L and BMW iX3, which aim to rejuvenate brand appeal and market presence [19][20]. Innovation and Future Outlook - BBA brands are facing challenges in innovation, with traditional product cycles failing to keep pace with the rapid development of new energy vehicles [14][17]. - Collaborations with tech companies are being pursued to enhance digital services and vehicle technology, indicating a shift towards integrating more "Chinese car-making genes" into their offerings [18][19].

包括宝马、北汽新能源、上汽通用等。 文 丨 曾兴 编辑 丨 龚方毅 6 月 10 日起，东风、广汽、比亚迪、奇瑞等 17 家车企先后声明，承诺将对供应商的支付账期 统一至 60 天内。汽车产业链的下游渠道端也在发生变化。 我们从中国汽车流通协会会长助理宋涛处独家获悉，近期有不少于 7 家主机厂商承诺在 60 天 内向经销商支付销售奖励及返利，目前承诺的厂商包括宝马、北汽新能源、上汽通用、广汽新 能源、广汽丰田、一汽奥迪和悦达起亚。 据我们了解，广汽丰田对经销商的返利将转变为月结，即当月销售的车辆在次月返利，并以现金形式 支付。具体操作中，80% 至 90% 的返利在次月（30 天内）支付，10% 至 20% 的返利在 2 个月内支 付。 一家传统豪华品牌的经销商对我们说，他所经营的品牌是在新车销售三个月后，支付 60% 的返利，剩 下 40% 统一在次年年中支付。据他了解，目前返利的形式大部分并非现金，而是红字发票，用于此后 经销商继续购车时抵消车款。 宋涛是中国汽车流通协会品牌经销商分会秘书长，长期和各大汽车经销商交流。他表示，"返利期限问 题一直困扰经销商群体，政府、行业协会和企业三方持续协同推进缩短返利 ...

Core Viewpoint - BMW is enhancing its efforts in the field of retired power battery utilization, significantly reducing storage costs and improving energy efficiency through the establishment of energy storage stations equipped with retired batteries in cities like Shanghai and Chongqing [1] Group 1: Battery Utilization and Sustainability Initiatives - BMW is collaborating with local partners to address the challenge of resource consumption and development, focusing on low-carbon steel and aluminum procurement to reduce carbon emissions in production [3] - The company has signed memorandums with local suppliers to encourage the use of renewable energy in the production of low-carbon automotive steel and aluminum, which can reduce carbon emissions by approximately 70% compared to traditional aluminum production [3] - BMW has implemented a closed-loop recycling system for aluminum scrap, aiming to increase the usage rate of recycled aluminum ingots to 65% by 2024, thereby reducing energy consumption and carbon emissions from raw aluminum extraction and smelting [3] Group 2: Battery Lifecycle Management - BMW has established a comprehensive closed-loop recycling system for retired power batteries, achieving 100% recovery through authorized dealer channels in China, with over 2,100 tons of battery raw materials recycled in 2024 [4] - The company prioritizes the secondary utilization of retired batteries with high remaining capacity, developing various applications such as forklifts and fixed energy storage systems since 2020 [4] - BMW plans to expand its innovative business model for retired battery utilization from its own operations to its dealer network in 2024, maximizing resource utilization [4] Group 3: Renewable Energy Projects - BMW is partnering with China Huaneng Group and Wanjing New Energy Co., Ltd. to harness renewable geothermal energy from 2,900 meters underground in Shenyang, which is expected to achieve annual carbon reductions of 18,000 tons [4] - The carbon reduction achieved through this geothermal project is equivalent to the emissions produced by a gasoline vehicle circling the Earth nearly 3,000 times [4] Group 4: Commitment to Sustainable Development - BMW demonstrates that sustainable development and commercial success can coexist, emphasizing the importance of open collaboration to create long-term value for customers, the environment, and society [5]