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中国车企齐聚慕尼黑车展,供应链企业全面出海
Jing Ji Guan Cha Bao· 2025-09-05 05:11
Group 1 - The 2025 Munich Motor Show (IAA Mobility) will take place from September 9 to 14, marking a transformation towards a comprehensive mobility platform, covering traditional automotive manufacturing and expanding into innovative vehicle technologies, infrastructure solutions, software development, and new mobility trends [1][2] - German automakers will leverage their home advantage to unveil several new models equipped with the latest features, including BMW's global debut of the new generation BMW iX3, Mercedes-Benz's launch of the new GLC electric version, and Volkswagen's introduction of the second-generation T-Roc in various powertrain options [1][2] - The number of Chinese exhibitors has increased from over 70 in 2023 to 103 this year, showcasing a range of vehicles and technologies, with notable participants including Avita, Changan, Dongfeng Liuzhou, GAC, Hongqi, and BYD [1][2] Group 2 - A significant highlight of this year's show is the large-scale participation of Chinese supply chain companies, covering areas such as electrification, software electronics, and advanced driver assistance systems, with major battery manufacturers like CATL and EVE Energy attending [2] - Several new vehicles will have their global or European premieres, including the Audi C concept car, and various models from Chinese brands such as Leapmotor's Lafa5 and BYD's Seal 06DM-i [2] - The Munich Motor Show is viewed as a barometer for the automotive industry, with the global market's shift towards electrification and intelligence making this event a crucial platform for competition between Chinese and European automakers [3]
X @Bloomberg
Bloomberg· 2025-09-05 04:10
BMW, the anti-Tesla, has earned the right to take a big risk with its Neue Klasse tech, writes @chrismbryant (via @opinion) https://t.co/hBoYwX9GUh ...
新世代首款量产车明日全球首发 齐普策:将前沿创新融入新世代中国专属车型
Zhong Guo Jing Ji Wang· 2025-09-04 07:16
Core Viewpoint - BMW Group is set to launch its first mass-produced model of the new generation, the BMW iX3, on September 5, marking a significant leap in design, technology, and user experience, as part of its forward-looking strategy [1] Group 1: New Generation Strategy - The new generation strategy represents BMW's most visionary project in its history, focusing on innovation across various dimensions including artificial intelligence, driving dynamics, powertrains, battery technology, operational concepts, digitalization, and production [1][3] - BMW aims to reshape sustainable luxury mobility through systematic thinking, with the new generation concept cars showcasing a significant leap towards electric, intelligent, and sustainable luxury [2] Group 2: Product Launch and Features - The design of the new generation BMW iX3 pays homage to the classic BMW 1500 model while incorporating a new design language that enhances its recognizability [3] - The iX3 is built on a new dedicated electric platform (NCAR) and integrates groundbreaking technologies such as a new intelligent electronic architecture and revolutionary cylindrical batteries [3] - By 2027, BMW plans to launch over 40 new models globally, with more than 20 new BMW models specifically for the Chinese market between 2026 and 2027 [3] Group 3: Focus on the Chinese Market - The new generation BMW iX3 is tailored for Chinese consumers, addressing their aesthetic and functional needs with features like enhanced space, comfort, and intelligent driving assistance [4] - The vehicle boasts a maximum range of over 900 kilometers (CLTC conditions) thanks to the sixth-generation eDrive technology, alleviating range anxiety for electric vehicle users [4] - BMW collaborates with leading Chinese tech companies to integrate AI capabilities and develop intelligent driving solutions suited for local road conditions, emphasizing China's strategic importance in the automotive technology race [4]
宝马新世代首款量产车型BMW iX3将于9月5日全球首发,中国专属版车型年内推出,续航突破900公里
Zhong Guo Qi Che Bao Wang· 2025-09-04 05:56
Group 1 - BMW Group announced the global debut of the new generation BMW iX3 on September 5, 2025, ahead of the IAA Mobility in Munich [2] - The new generation represents BMW's most forward-looking strategic project, marking significant advancements in design, technology, and user experience [2][4] - The new generation BMW iX3 is built on a new electric-exclusive platform (NCAR) and integrates groundbreaking technologies, including a new intelligent electronic architecture and revolutionary cylindrical battery [4] Group 2 - BMW plans to launch over 40 new models globally by 2027, with more than 20 new BMW models specifically for the Chinese market between 2026 and 2027 [4] - The Chinese market plays an increasingly strategic role in BMW's global innovation landscape, with local R&D teams deeply involved in the development of new generation models [6] - The new generation BMW iX3 for China is tailored to local consumer preferences, featuring enhancements in space, comfort, and intelligent driving assistance [6] Group 3 - The automotive industry in China is entering a new phase driven by technological innovation, with BMW collaborating with local partners to embrace a win-win cooperation model [7] - AI technology is widely adopted in China, and BMW is partnering with leading tech companies to seamlessly integrate cutting-edge innovations into the new generation models [7]
宝马新世代首款量产车型BMW iX3将于9月5日全球首发
Feng Huang Wang· 2025-09-04 03:21
Group 1 - The core point of the article is the announcement of the new generation BMW iX3, which will be globally unveiled on September 5 and showcased at the Munich Auto Show on September 8, with a China-exclusive version to be launched within the year and production set for 2026 [1] - BMW's new generation strategy has been in development for several years, with significant milestones including the release of the BMW i digital emotional interaction concept car in January 2023 and the unveiling of the new generation concept car at the Munich Auto Show in September 2023 [1] - The new generation BMW iX3 features a design that retains iconic elements while adopting a new design language, built on a dedicated electric platform (NCAR) that integrates advanced technologies such as a new electronic architecture and a large cylindrical battery [1] Group 2 - The new generation BMW iX3 for the Chinese market has been designed with local consumer preferences in mind, achieving a maximum range of over 900 kilometers (CLTC standard) thanks to the sixth-generation eDrive technology [2] - BMW collaborates with Chinese tech companies to integrate AI capabilities and digital services, including partnerships with Alibaba and DeepSeek for AI personal assistants and Huawei for digital key services [2] - The Chinese automotive industry is entering a new phase driven by technological innovation, with BMW emphasizing the importance of AI in the Chinese market and its collaboration with top tech firms to seamlessly integrate cutting-edge innovations into the new generation models [2]
观车 · 论势 || “百年宿敌”为何握手?
Zhong Guo Qi Che Bao Wang· 2025-09-04 01:11
Core Viewpoint - The collaboration between Mercedes-Benz and BMW marks a significant shift in the luxury automotive industry, moving from pure competition to a cooperative model in response to stringent regulations and market pressures [1][4][5] Group 1: Regulatory Challenges - The EU's implementation of the Euro 7 emission standards has increased the cost of compliance for automakers, with nitrogen oxide limits reduced from 80 mg/km to 60 mg/km, and new regulations on non-exhaust emissions [1][2] - The cost of upgrading existing engines to meet Euro 7 standards is comparable to developing a new electric vehicle, prompting companies to consider technology sharing as a rational choice [2][3] Group 2: Market Performance - Mercedes-Benz's global vehicle sales fell by 6% in the first half of 2025, with electric vehicle sales down by 19%, highlighting challenges in competing with local Chinese electric vehicle manufacturers [2][3] - BMW reported a revenue decline of 8% and a net profit drop of 29% in the first half of 2025, despite an 18.5% increase in electric vehicle sales, indicating difficulties in achieving transformation goals [3] Group 3: Strategic Collaboration - The partnership allows Mercedes-Benz to avoid redundant development of four-cylinder engines by utilizing BMW's B48 engine, while BMW can optimize its idle production capacity [3][4] - Both companies are exploring joint ventures for engine production in the U.S. to mitigate import tariffs, emphasizing the importance of localized production in maintaining competitiveness [3][4] Group 4: Industry Transformation - The collaboration signifies a shift from zero-sum competition to a win-win scenario, enabling companies to focus on their strengths and avoid excessive competition [4][5] - The automotive industry is moving towards a model that balances independent innovation with open collaboration, suggesting that resource integration will become increasingly important [5]
新平台首款电动车将亮相慕尼黑,宝马“赌上全部身家”
Guan Cha Zhe Wang· 2025-09-03 09:24
Core Insights - The all-new BMW iX3 will debut at the 2025 Munich Auto Show, marking the first model developed on the Neue Klasse platform, which was introduced four years ago [1][3] - BMW CEO Oliver Zipse stated that the iX3 will set a benchmark in the industry, showcasing significant advancements in all relevant technology areas [3] Neue Klasse Platform - The Neue Klasse platform, conceptualized in 2021, supports electric, fuel, and hybrid vehicles, and is designed for various models including sedans and SUVs [4] - Key features of the platform include a 20% increase in energy density, a 30% improvement in range (up to 900 km), a 30% faster charging speed, and a 50% reduction in production costs [4] - The platform utilizes an 800V architecture, allowing for 300 km of range to be charged in just 10 minutes [4] - It incorporates a high-performance computing system referred to as the "super brain," which manages core user functions such as entertainment, autonomous driving, and vehicle dynamics [4] Production and Market Strategy - The first production model based on the Neue Klasse platform is set to be manufactured in Hungary in 2025, with production in Shenyang, China, starting in 2026 [6] - The new iX3 will maintain the design language of the Vision Neue Klasse X concept, featuring dimensions of 4780 mm in length, 1895 mm in width, and 1635 mm in height, with a drag coefficient of 0.25 Cd [6] Technological Advancements - The iX3 will feature a panoramic iDrive display with a near-field projection technology that creates a nearly 40-inch, 4K resolution image on the windshield [8] - It will be powered by a sixth-generation powertrain, achieving a WLTP range of 800 km and providing over 350 km of range in just 10 minutes of charging [8] - The vehicle will utilize large cylindrical batteries co-developed with CATL and EVE Energy, enhancing energy density and charging speed [8] Electric Vehicle Sales and Market Position - BMW has achieved a global cumulative sales milestone of over 3 million electrified vehicles, with pure electric models exceeding 1.5 million [9] - In the first half of the year, electrified models accounted for over 25% of BMW's total global sales, outperforming competitors like Mercedes and Volkswagen in Germany [9] - The European market has seen rapid growth, with electric vehicles making up over 40% of BMW's sales, and a notable 18.3% year-on-year increase in South Korea [9] Investment in Technology - BMW has invested significantly in smart and electric technologies, including a €300 million investment in a future mobility development center in Sokolov, Czech Republic [10] - The company is advancing AI applications across various sectors, with hundreds of cutting-edge AI use cases already in place [10] - Since 2019, BMW has established centers for battery cell technology, manufacturing, and recycling, covering the entire battery lifecycle [10] Future Outlook - Analyst Stephen Reitman suggests that the Neue Klasse platform could represent a "giant leap" for BMW, potentially transforming the automotive industry and perceptions of Western automakers' software capabilities [11] - However, BMW faces significant challenges in regaining market dominance in the world's largest automotive market, particularly against leading Chinese electric vehicle manufacturers [11]
挑战中国对手,“赌上全部身家”
Guan Cha Zhe Wang· 2025-09-03 07:06
这类车最重要的特征是采用集中式计算机系统取代硬件。"新世代平台"的技术将使车辆算力达到当前车 型的20倍以上,并大幅降低汽车电子设备的复杂程度。 除了长达800公里的电动续航里程、更快的充电速度,"新世代平台"系列车型还将搭载4个"超级大脑", 极大地改善车内通信、信息娱乐显示、自动驾驶和其他车辆功能。 【文/观察者网 阮佳琪】 据英国《金融时报》3日报道,德国宝马集团正押注由"超强大脑"驱动的软件控制电动汽车,为此已投 入超过100亿欧元。这也是当前陷入困境的传统车企中,为抗衡中国竞争对手与美国车企特斯拉所做出 的"最具雄心的尝试之一"。 报道称,长期以来,欧洲、美国与日本的传统汽车集团,在软件开发领域长期落后于小米、小鹏等新一 代中国汽车制造商,以及马斯克的特斯拉。为此,宝马于2021年首次公布了"新世代平台"(Neue Klasse)的概念。 不过报道提到,即便"新世代平台"带来诸多技术突破,宝马能否缩小与中国竞争对手的差距仍未可知。 而且,传统车企还面临另一大劣势:中国车企生产电动车的成本远低于前者。 与大众等竞争对手不同,宝马不自主生产电池电芯,但会自主开展电芯与电池化学领域的研究,同时与 宁德时代 ...
X @TechCrunch
TechCrunch· 2025-09-02 06:13
I’m driving my i4 back to the dealership as my lease is over. I'm surprised to say I can't wait. https://t.co/kRebFkLkrq ...
全新BMW M2 CS双门轿跑车领衔,4款BMW M家族车型成都车展上市
Guan Cha Zhe Wang· 2025-09-02 03:48
Core Insights - BMW Group showcased its brands BMW, BMW M, and MINI at the 2025 Chengdu Auto Show, launching several new models including the BMW M2 CS, BMW XM Label, BMW X3 M50, and BMW i4 M60 [1] Group 1: New Model Launches - The all-new BMW M2 CS, based on the second-generation BMW M2, set a new record for compact production cars at the Nürburgring with a time of 7 minutes and 25.534 seconds [1] - The new BMW XM Label features a 4.4L V8 twin-turbo engine combined with a high-performance electric motor, delivering a maximum power of 550 kW and peak torque of 1000 Nm [7] - The new BMW i4 M60 is equipped with a BMW eDrive system featuring a silicon carbide inverter, achieving a maximum power of 442 kW, a 0-100 km/h acceleration time of 3.7 seconds, and a range of 609 km (CLTC standard) [7] Group 2: Performance Enhancements - The BMW M2 CS incorporates significant weight reduction through carbon fiber components, resulting in an overall weight reduction of approximately 30 kg [3] - The BMW X3 M50's engine power has been increased to 293 kW with a peak torque of 540 Nm, improving its 0-100 km/h acceleration time by 0.6 seconds compared to the previous model [4] - The BMW X3 M50 features a specially tuned chassis with enhanced shock absorber settings and a variable sports steering system for improved handling and comfort [4][5] Group 3: Design and Features - The BMW M2 CS includes a unique carbon fiber rear trunk lid with a "ducktail" design, painted in the same color as the body, enhancing its aesthetic appeal [3] - The new MINI electric JCW Monte Carlo Night 60th Anniversary Edition features a chili red body with a white roof, integrating a silicon carbide motor and an integrated chassis control system [9] - The new BMW X5 and BMW X3 long-wheelbase version come with the "曜夜套装" (Night Package) as standard, enhancing their visual appeal [9]