Group 1 - The core message emphasizes that the true value of a company should be based on responsibility and commitment, beyond just commercial success [2] - BMW has integrated the internet ecosystem deeply into its corporate social responsibility framework, demonstrating that business success and social responsibility can coexist [2] - The company has positively impacted 35 million people through its corporate social responsibility projects in 2023, setting a new record for brand coverage [2] Group 2 - BMW has been actively participating in the construction of a healthy, safe, and harmonious online ecosystem, adhering to core values of respect, integrity, and responsibility [2] - The company has committed to the "Home in China" initiative, aligning its development with China's social progress over the past 30 years [2] - BMW prioritizes safety in technological development, ensuring that new technologies provide reliable and secure travel for users [3]

以下文章来源于李东阳朋友圈 ，作者李东阳 李东阳朋友圈 . 李东阳，500万粉丝营销博主、《首席营销官》主理人。聊营销、说品牌，欢迎志同道合的朋友围观。 永远思考，永远保持怀疑。+V：ldy8963 一起探讨商业，挖掘营销底层逻辑。 来源丨李东阳朋友圈（ LDYMarketing ） 最近一两年，传统豪车车主久违体会到了价格背刺的痛处，隔三差五的骨折价促销扯下了豪华脸面， 在转型路口犹豫不决的态势又给品牌蒙上了一层阴影，仿佛一夜之间被甩在了时代的拐角处。 其实降价在当下的车企早已不是新鲜事，问题是降价的底线究竟在哪里？ 毕竟尊界S800上市7天大定突破3600台的新闻满天飞，这边宝马5系狂降18万，一种新能源和燃油 车冰火两重天的感觉油然而生。 宝马降价真相 作者丨李东阳 图源丨Midjourney 有言道 "宁可坐在宝马车里哭，也不坐在自行车上笑。" 这句 兴起于互联网的野生广告词 ，是宝马等价于物质生活的坚实象征。 可如今坐在宝马车里的人哭的真的很伤心，哄不好的那种。 有朋友最近在宝马车友群里遭到了羞辱，作为宝马汽车的忠实老粉，今年年初他提了最新款的宝马 5 系，彼时起售价为43.99万元，但前几天有车友 ...

以下文章来源于李东阳朋友圈 ，作者李东阳 李东阳朋友圈 . 李东阳，500万粉丝营销博主、《首席营销官》主理人。聊营销、说品牌，欢迎志同道合的朋友围观。 永远思考，永远保持怀疑。+V：ldy8963 一起探讨商业，挖掘营销底层逻辑。 来源丨李东阳朋友圈（ LDYMarketing ） 作者丨李东阳 毕竟尊界S800上市7天大定突破3600台的新闻满天飞，这边宝马5系狂降18万，一种新能源和燃油 车冰火两重天的感觉油然而生。 图源丨Midjourney 有言道 "宁可坐在宝马车里哭，也不坐在自行车上笑。" 这句 兴起于互联网的野生广告词 ，是宝马等价于物质生活的坚实象征。 可如今坐在宝马车里的人哭的真的很伤心，哄不好的那种。 有朋友最近在宝马车友群里遭到了羞辱，作为宝马汽车的忠实老粉，今年年初他提了最新款的宝马 5 系，彼时起售价为43.99万元，但前几天有车友在群里轻飘飘来了句26万就提车了，悲催的让人心 疼。 最近一两年，传统豪车车主久违体会到了价格背刺的痛处，隔三差五的骨折价促销扯下了豪华脸面， 在转型路口犹豫不决的态势又给品牌蒙上了一层阴影，仿佛一夜之间被甩在了时代的拐角处。 其实降价在当下的车企早已不 ...

Core Viewpoint - BMW Group has showcased its first mass-produced new generation model, the BMW iX3, designed specifically for the Chinese market, emphasizing its unique attributes of intelligence, driving control, and luxury tailored for Chinese customers [1] Group 1: Product Features - The BMW iX3 aims to redefine the perception of electric vehicles by providing a smooth acceleration experience and seamless braking, integrating "electrification + intelligence" for a more enjoyable driving experience [1] - The vehicle features a highly integrated chassis, powertrain, and body control algorithms that can sense driver intentions within 1 millisecond, enhancing responsiveness and control [2] - The iX3 maintains a 50:50 weight distribution and a new chassis structure, allowing for precise body control and automatic power distribution based on tire friction, ensuring stability during high-speed maneuvers [3] Group 2: Performance Testing - The iX3 has successfully completed extreme cold weather testing in China, operating reliably at temperatures as low as -45°C, demonstrating its robustness in harsh conditions [4] - The vehicle's hydraulic rebound damping technology and dynamic stability control systems are coordinated by the central control unit, enhancing tire grip and overall safety during complex driving scenarios [4]

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 从去年开始，越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下， "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易，背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解，真正看清趋势、理解产业、建立链接，比 "走出去"本身更重要。 因此， 9 月 4 日至 9 月 14 日 ，芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ，实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市，重点聚 焦 全球两大顶级展会： IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 （简称"慕尼黑车展"） ，带大家一起走进欧洲电子产业的最前沿，实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ，源于 1924 年，作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ，上一届 IFA 吸引了 1800 多家展商，以及来自 ...

| | | 162.79 | -2.29 | 14.2 | | --- | --- | --- | --- | --- | | | 长安汽车 | 156.5 | 1 +0.61 | 1.79 | | | 雷诺 | 147.24 | + -0.77 | 50.97 | | JAC | 江淮汽车 | 134.78 | 1 +7.23 | 6.17 | | | 斯巴鲁 | 127.88 | + -2.66 | 17.49 | | | 和泰汽车 | 109.4 | -0.56 | 19.64 | | | 广汽集团 | 108.12 | + -0.71 | 1.06 | | ISUZU | 五十铃 | 90.11 | + -1.36 | 12.66 | | NISSAN | 日产 | 87.43 | -0.97 | 2.5 | | | 尉米汽车 | 84.7 | 1.59 | 3.74 | | | VinFast Auto | 83.26 | ↑ +1.17 | 3.56 | | ID | Leapmotor | 80.84 | + -1.34 | 6.92 | | FO | 福特奥托生 | 77.77 | + -0. ...

Core Points - The appointment of Birgit Böhm-Wannenwetsch as the new President and CEO of Brilliance BMW starting August 1, 2025, marks a strategic shift towards financial efficiency and operational quality as the company faces declining sales and profits in China [1][9] - Under the leadership of Dr. Franz Decker, who will conclude his term on July 31, 2025, Brilliance BMW has focused on key projects such as the construction of the Lida plant and the advancement of the sixth-generation battery project [1] - In 2024, Brilliance BMW's sales in China dropped to 603,800 units, a 15% decrease year-on-year, with revenues of 205.6 billion yuan, down 18.89%, and annual profit of 17.45 billion yuan, down 44.03% [1][8] Company Overview - Brilliance BMW was established in 2003 as a joint venture between BMW Group and Brilliance Auto Group, focusing on the production, research, sales, and after-sales service of BMW vehicles in China [3] - The company has seen significant investments from BMW Group, including a 40 billion yuan investment in 2004 for its first factory and an additional 50 billion yuan for expansion in 2009 [3][4] - In 2022, BMW Group increased its stake in Brilliance BMW to 75%, enhancing its control over the joint venture [5] Market Challenges - The Chinese automotive market is experiencing intense price competition, with BMW's discount rate reaching 17.66% in 2023, significantly higher than the industry average of 15.7% [7] - Despite aggressive pricing strategies, BMW's sales growth in China was only 4.2% in 2023, indicating that price cuts alone are insufficient to drive volume [7][8] - In 2024, BMW's sales in China further declined to 714,500 units, a 13.4% decrease, with its market share dropping from 32.3% to 29.2% [8] Strategic Initiatives - BMW Group plans to launch over 10 new models in China in 2025 and more than 20 new BMW models, including the new generation models, between 2026 and 2027 [13] - The company is also exploring the development of range-extended power systems in collaboration with ZF, aiming to introduce this technology in upcoming models [14] - Partnerships with Chinese tech companies like Alibaba and Huawei are being pursued to enhance BMW's competitive edge in the local market [13]

宝思齐 （Birgit Böhm-Wannenwetsch ） 文 / 吴毓 华晨宝马宣布换帅。 自8月1日起，宝思齐女士（Birgit Böhm-Wannenwetsch）将接替戴鹤轩博士（Dr. Franz Decker），出任 华晨宝马总裁兼首席执行官。 宝思齐于2018年加入宝马，先任集团财务高级副总裁和集团司库，再任美国及美洲地区金融服务总裁兼 首席执行官。 前者是财务条线的执行负责人，成本控制、会计核算、业务投资以及监管审计，都在其麾下掌控；后者 是宝马集团美洲地区金融服务的操盘手，掌管宝马集团全球最大的金融服务业务…… 宝思齐来华赴任，华晨宝马将开启精雕细琢模式。 首先，宝思齐的职业生涯，八成围绕财务金融业务，10年是公司的财爷，数据驱动、风险意识，已经成 为其决策与实践的潜意识。 今后任何方案，都要有详实具体的数据，都要有严谨论述的逻辑，切忌空中楼阁，更忌主观臆断。 如果希望方案得到肯定，最好将结论变成可视化的指标，并以此说明此项目的可行性与收益率。不能量 化的项目、没有收益的支出，大概率是要被打回票的。 如果希望报告顺利过会，必须要关注那些暗藏的潜在的甚至是意想不到的风险，法律合规问题、市场 ...

Core Viewpoint - BMW is transitioning its leadership in China from a focus on production capacity to financial efficiency and operational quality, reflecting a shift in market strategy as the high-investment phase in the Chinese automotive market concludes [1][4][5]. Group 1: Leadership Transition - Birgit B?hm-Wannenwetsch has been appointed as the new CEO of BMW Brilliance, succeeding Dr. Kai H. Dae. This change signifies a strategic shift in focus from production to financial management [1][2]. - Dr. Dae was instrumental in the previous phase of capacity expansion, overseeing the establishment of new factories and production systems in China [2][6]. - The new leadership under B?hm-Wannenwetsch indicates a need to enhance financial efficiency and operational quality rather than merely expanding production capacity [4][5]. Group 2: Market Strategy Shift - The marginal benefits of building new factories are diminishing, making it more critical to optimize existing assets [3]. - The automotive market in China is evolving, with a greater emphasis on cash flow efficiency and product lifecycle management rather than just manufacturing capabilities [4][7]. - Other foreign automakers, such as Ford and Volkswagen, are also appointing finance-oriented executives to lead their operations in China, indicating a broader trend in the industry [5][6]. Group 3: Financial Focus - B?hm-Wannenwetsch's background in financial services positions her to manage the complexities of the Chinese market, where financial tools and discount strategies are becoming essential for sales [4][5]. - The shift in focus from production to financial performance is underscored by BMW's increased ownership stake in Brilliance, which now operates as a primary profit unit within the global structure [5][6]. - The key performance indicators (KPIs) for the new leadership will revolve around stabilizing operations and ensuring that costs are recoverable, marking a departure from the previous focus on production volume [6][7].

2025年6月5日，中诚信国际公布评级报告，宝马中国资本有限责任公司主体等级获"AAA"评级。 宝马中国资本有限责任公司（以下或简称"宝马中国资本"、"公司"）是宝马集团（由宝马股份公司以及 宝马股份公司直接或间接控制的所有重要子公司组成，以下或简称"集团"）在中国市场的融资服务平 台，业务与集团高度关联，集团对宝马中国资本给予全方位的支持。宝马中国资本的债务工具由宝马股 份公司（BayerischeMotorenWerkeAktiengesellschaft，以下或简称"宝马公司"）提供无条件且不可撤销的 担保。考虑到宝马中国资本的定位，以及宝马公司对其债务工具进行担保的情况，中诚信国际认为，宝 马中国资本的主体信用等级与宝马股份公司一致。中诚信国际评定宝马股份公司主体信用等级为 AAA，展望为稳定。中诚信国际肯定了宝马中国资本有限责任公司雄厚的股东背景和在宝马集团中重 要的战略地位对其整体信用的有力支持，以及集团领先的市场地位、显著的规模优势、宽广的产品谱 系、先进的研发技术、畅通的融资渠道、极高的收入规模和盈利能力很强等方面的优势。同时，中诚信 国际也关注全球经济复苏情况和贸易环境波动对汽车需求的冲击、 ...