Core Insights - BMW Group has announced its strategic plan for the Year of the Horse, with 2026 set to be a year of delivery, featuring the launch of the new generation BMW iX3 long-wheelbase version and various innovative technologies in China [1][3] - The year 2025 is described as a year for deepening and strengthening the foundation of the system, with a focus on preparing for the launch of the new generation BMW iX3 long-wheelbase version in 2026 [1][3] R&D and Manufacturing - BMW has established the largest R&D network outside Germany in China, comprising four innovation bases and three software companies [2][4] - The Shenyang production base has seen cumulative investments exceeding 116 billion yuan since 2010, with trial production of the new generation BMW iX3 long-wheelbase version starting in 2025 [2][4] - The preparation for mass production of the sixth-generation BMW power battery project is progressing steadily [2][4] Channel and Partnerships - In 2025, BMW will collaborate with dealer partners to enhance the health and risk resilience of the dealer system, optimizing terminal operation efficiency and service quality through initiatives like the "showroom conversion capability enhancement project" [2][4] - BMW is partnering with Chinese suppliers such as CATL and Eve Energy to promote large-scale production of cylindrical battery cells, and is working with Alibaba to integrate AI language models into vehicles [2][4] - Collaboration with Momenta aims to develop intelligent driving assistance solutions focused on Chinese road scenarios [2][4] Product Launches - The year 2026 will be a significant product year for BMW, with approximately 20 new or updated products set to be launched across its three brands: BMW, MINI, and BMW Motorrad, catering to the diverse mobility needs of consumers in China [2][4]

宝马在中国又有新动作。 回顾近些年宝马在中国市场的销量变化，已经从曾经的稳步增长逐步陷入连续下滑的困境。 2022年，宝马在华交付79.2万辆，同比减少6.4%，结束了此前的增长态势；2023年，宝马借助终端大幅优惠稳住销量，全年交付82.5万辆，同比增长 4.2%，但当年新车折扣率高达17.66%，远超行业平均水平，为后续价格体系崩塌埋下隐患；2024年，宝马曾尝试退出价格战、稳定售价，却未能扭转销 量下滑趋势，全年交付71.45万辆，同比减少13.4%，占全球销量比例从2023年的32.3%降至29.2%；2025年，宝马下滑态势进一步加剧，全年售出62.55万 辆，同比下滑12.5%，短短两年时间便损失了约20万辆的市场份额，其中进口车销量下滑最为严重，全年仅6.4万辆，较上年的17.1万辆同比大跌62%，成 为销量下滑的重灾区。 吴迪/摄 售价降、经销商亏 孙婉秋/摄 大中华区换"帅" 1月30日，宝马集团宣布，自2026年4月1日起，54岁的柯睿辰（Christian Ach）将接替高翔（Sean Green），出任宝马集团大中华区总裁兼首席执行 官。宝马集团在公告中称，高翔结束了在华超过十年的任期 ...

扬子晚报网2月3日讯(记者郭一鹏)2月2日，有网友在社交平台发帖称，一辆安徽牌照宝马越野车在杭州一处商场的地下停车场被围栏"圈"了起来。 图片来自于网络 "查了下，去年3月到昨天停车费高达16900，车主你这宝马还开不开了？"该网友发文称，车的位置离出口还挺近，商场直接把这辆宝马用围栏围起来 了。"这个商场地库很窄，时时都有保安盯着，我估计大家都很好奇车主什么时候来！"该网友说。 图片来自于网络 扬子晚报/紫牛新闻记者从网传的图片上看到，这辆黑色的皖牌宝马四周都是围栏，后窗上还贴有一张纸，上面写着，"移车请联系水晶城消控24小时值班 电话……"。而另一张图片上可见，该车入场时间是2025年3月1日凌晨2点多，停车总时长达到了8101小时，缴费金额为16900元。对此，网友们也是议论 纷纷，"车主咋啦，希望平安吧！"还有网友表示，自己上次也看到有辆车在商场停了一段时间，费用大概600多，于是车主叫了辆出租车，打算紧跟出租 车出去，结果被保安拦停了。 2月3日，紫牛新闻记者联系上了发帖者，对方表示，事发地是杭州水晶城购物中心地下B3。当天下午，记者拨打了水晶城购物中心电话，一名工作人员 在接受采访时明确表示，购物 ...

摩根士丹利：将宝马目标价从85欧元上调至106欧元。 本文源自：金融界AI电报 ...

采埃孚集团宣布与宝马集团正式签署 乘用车传动系统长期供应协议。协议核心内容为成熟的8挡自动变 速器的长期供应及后续研发，合同金额达数十亿欧元，合同有效期将持续至本世纪三十年代末期。 ...

Group 1: Policy Developments - The State Administration for Market Regulation has approved the mandatory national standard for "Automotive Steering Systems Basic Requirements," which will be implemented from July 1, 2025, clarifying technical requirements and testing methods for steering systems [3] - The Ministry of Public Security reported that by the end of 2025, the number of new energy vehicles in China is expected to reach 43.97 million, accounting for 12.01% of the total vehicle population [2] - The Ministry of Finance announced that over 11.5 million vehicles will be replaced through the "old for new" program in 2025, with nearly 60% being new energy vehicles [9] Group 2: Industry Trends and Financial Projections - The automotive industry is projected to generate revenues of 1,117.96 billion yuan in 2025, with a profit of 46.1 billion yuan, reflecting a profit margin of 4.1% [4] - The automotive chip sector has completed certification reviews for 25 key chips, with over 20 million units installed, significantly reducing the selection and verification cycle for vehicle manufacturers [8] Group 3: New Product Launches - Mercedes-Benz has launched a mid-cycle facelift of the S-Class, with over 50% of its components newly developed, showcasing advancements in engineering and digital technology [10][12] - The new S-Class features a 20% larger illuminated grille and integrates advanced AI technologies, including ChatGPT4o and Microsoft Bing [12] Group 4: Corporate Developments - The establishment of a joint venture, Zhejiang Automotive Technology Co., Ltd., between China Automotive Engineering Research Institute and Geely Automotive Research Institute, marks a deepening collaboration in automotive technology research [4][5] - BMW Group announced a senior management change in Greater China, with Christian Ach set to take over as President and CEO from April 1, 2026 [13]

Group 1 - The Fortune Global 500 list is a symbol of global economic competition, reflecting the scale and economic strength of companies and their countries' positions in the global economy [1] - The number of companies from China in the Global 500 has increased significantly from 10 in 2000 to 133 in 2020, surpassing the United States' 121 companies [10][12] - In 2020, the total revenue of global companies reached $30 trillion, with the United States and China being the primary contributors [3] Group 2 - France had 31 companies in the Global 500 in 2020, with Total ranking 25th, showcasing its economic competitiveness [5][6] - India's Reliance Industries entered the Global 500, marking a significant achievement for Indian companies as the country surpassed the UK and France in economic strength [8] - Germany had 27 companies in the Global 500, with automotive giants like Volkswagen, Mercedes-Benz, and BMW leading the way, reflecting Germany's strong industrial base [10]

摩根大通：将宝马目标价从89欧元上调至100欧元。 本文源自：金融界AI电报 ...

1月30日，宝马集团宣布，自2026年4月1日起，柯睿辰（Christian Ach）将接替高翔（Sean Green）出任宝马集团大中华区总裁兼首席执行官，全面负 责宝马集团大中华区业务，包括协调在中国的合资企业相关事务。高翔则将结束在华超过十年的管理任期。 柯睿辰 高翔 柯睿辰的履历透露出宝马此次选人的清晰逻辑。他拥有纯粹的宝马血统，1998年加入宝马集团，此后在集团销售体系内历任多个管理职务。2010至 2018年，他执掌MINI品牌德国业务，2018至2021年担任宝马德国销售负责人；2021年起负责涵盖瑞典、挪威、丹麦、芬兰等市场的宝马北欧区域销售， 2024年3月1日出任宝马德国首席执行官。 "高翔为我们在中国市场的业务发展和长期布局奠定了坚实基础，柯睿辰也将通过成熟的销售管理能力和国际化经验，推动宝马集团在中国市场迈入 新的发展阶段。"宝马集团负责客户、品牌及销售业务的董事高乐指出。 在柯睿辰的领导下，宝马集团在德国市场整体表现强劲，并实现电动汽车销量的显著增长。其积累的实战经验，为宝马集团拓展中国电动汽车细分市 场提供了重要参考。 再看高翔，12年在华任期内，他经历了中国豪华车市场的"黄金时代 ...

Core Viewpoint - BMW Group is undergoing a significant leadership change in its Greater China region, with Christian Ach set to take over as President and CEO from Sean Green, who has served for over a decade. This transition comes as BMW aims to revitalize its sales and brand presence in the competitive Chinese electric vehicle market [1][4]. Group 1: Leadership Transition - Christian Ach, a long-time BMW veteran, will assume his new role on April 1, 2026, bringing extensive experience from various markets, including Germany and Northern Europe, where he successfully increased electric vehicle sales [1][4]. - Sean Green's tenure saw BMW become the largest single market for the brand globally since 2013, but he acknowledged the changing market dynamics that challenge traditional brand pricing strategies [4][5]. Group 2: Market Challenges - BMW's sales in China have been declining, with a drop from 825,000 units in 2023 to 714,500 units in 2024, and further down to 625,500 units in 2025, marking a loss of approximately 200,000 units in just two years [5]. - The imported vehicle segment has been particularly hard hit, with sales plummeting by 62% from 171,000 units to 64,000 units in 2025 [5]. Group 3: Strategic Initiatives - In response to market pressures, BMW has initiated a price reduction across 31 models to remain competitive and plans to launch around 20 new products in 2026, including a long-wheelbase version of the BMW iX3 tailored for the Chinese market [5][6]. - The new iX3 model is designed to meet local consumer preferences, featuring a longer wheelbase and a localized operating system, indicating BMW's commitment to adapting to the Chinese market [6]. Group 4: Financial Performance - BMW Group's pre-tax profit for the first three quarters of 2025 was €8.056 billion, a decline of 9.1% year-on-year, leading to a downward revision of the annual profit forecast [9][10]. - The profit decline is attributed to increased tariffs in the U.S. and financial support to dealers in China, which has eroded profit margins [10]. Group 5: Global Context - Despite the challenges in China, BMW remains the leader in global sales among the German luxury trio (BBA), with a slight increase in global sales to 2.4637 million units in 2025, while competitors Mercedes and Audi experienced declines [11]. - The contrast between slight sales growth and declining profits highlights BMW's struggle with the "price for volume" strategy, emphasizing the need for effective leadership to navigate these challenges [11].