Core Viewpoint - BMW Group is undergoing a significant leadership change in its Greater China region, with Christian Ach set to replace Sean Green as President and CEO starting April 1, 2026, amid challenges in the electric vehicle market and declining sales in China [1][3]. Group 1: Leadership Transition - Christian Ach, a veteran of BMW since 1998, has extensive experience in sales and has previously led operations in Germany and the Nordic markets, making him well-suited for the challenges in China [1][3]. - 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 have made maintaining brand premium more difficult [3][4]. Group 2: Sales Challenges - BMW's sales in China have been declining, with figures dropping from 825,000 units in 2023 to 714,500 in 2024, and further down to 625,500 in 2025, representing a loss of approximately 200,000 units over two years [4]. - The decline in sales is part of a broader trend affecting the German luxury car segment, with the combined sales of BMW, Mercedes-Benz, and Audi decreasing by about 260,000 units in 2025 [3][4]. Group 3: Market Strategy - In response to declining sales, BMW has initiated a price reduction across 31 models to remain competitive in the market [4]. - The company plans to launch around 20 new products in 2026, including a long-wheelbase version of the BMW iX3, which is tailored to meet the preferences of Chinese consumers [4][5]. Group 4: Global Performance - BMW's global performance reflects similar pressures, with a reported pre-tax profit of €8.056 billion for the first three quarters of 2025, down 9.1% year-on-year, leading to a downward revision of profit expectations for the year [7][9]. - The company is facing challenges from increased tariffs in the U.S. and the need to support dealers financially in China, which is impacting profit margins [7][9]. Group 5: Future Outlook - The upcoming leadership changes at both the China and global levels are seen as critical for BMW to navigate the current market challenges and improve efficiency [8][9]. - The new leadership is expected to focus on production efficiency and cost control, which are essential for BMW's electric vehicle strategy moving forward [8].

Group 1 - BMW Group announced that Christian Ach will succeed Sean Green as President and CEO of BMW Group Greater China starting April 1. Sean Green will take on a new important role within the group after over 10 years in the Chinese market. Christian Ach has been with BMW since 1998 and has held various management positions, including overseeing the MINI brand in Germany from 2010 to 2018 and serving as the head of BMW Germany sales from 2018 to 2021 [2] Group 2 - He Xiaopeng stated that AI will be a key theme for the next 30 to 50 years, emphasizing the deep integration of AI with the automotive industry. Xiaopeng believes that the automotive sector is entering a new phase of deep fusion with AI, where smart cockpits and smart driving will converge to form a super intelligent entity. Xiaopeng expressed confidence that Xiaopeng Motors will be the first company to seize the "DeepSeek moment" in autonomous driving [2] Group 3 - Lei Jun announced a live stream on February 1 at 8 PM from Xiaomi's automotive factory laboratory, aimed at educating the public about the development process of the new generation SU7 and discussing recent popular topics related to Xiaomi's automotive ventures, such as the GT7 and second-hand car value retention [2] Group 4 - Cui Dongshu, Secretary-General of the China Passenger Car Association, reported that by December 2025, the total number of public charging infrastructure in China is expected to reach 4.72 million. In December, the number of public charging piles increased by 92,000 compared to the previous month, and there was an increase of 1.14 million compared to December of the previous year. Currently, there are 15.38 million private charging piles, with a monthly increase of 678,000 in December. The average monthly charging per public pile in December was 1,923 kWh, showing a good increase compared to 1,651 kWh in December of the previous year [2]

Core Viewpoint - BMW Group announced that Christian Ach will succeed Gao Xiang as President and CEO of BMW Group Greater China starting April 1, 2026, highlighting a strategic leadership change aimed at enhancing performance in the critical Chinese market [1] Group 1: Leadership Transition - Christian Ach has been with BMW Group since 1998 and has held various important management positions within the sales system [1] - Ach has been responsible for the overall business operations of BMW Group in the German market since March 2024, demonstrating his capability in managing key markets [1] - Gao Xiang will continue to hold an important position within the group after completing his tenure in China, indicating a smooth transition and continuity in leadership [1] Group 2: Market Strategy - The leadership change is expected to contribute significantly to the development of BMW's strategic market in China, which is crucial for the company's growth [1] - The statement from the board member responsible for customer, brand, and sales business emphasizes confidence in Ach's experience to drive performance in the Chinese market [1]

柯睿辰接任后，将全面负责宝马集团大中华区的业务，包括协调在中国的合资企业相关事务。他自1998 年加入宝马集团，历任集团销售体系多项重要管理职务。2010年至2018年，他负责宝马集团MINI品牌 在德国市场的业务。2018年至2021年，他出任宝马集团在德国市场的销售负责人。自2021年起，负责宝 马集团在北欧市场的销售业务，涵盖瑞典、挪威、丹麦和芬兰等市场。自2024年3月1日起，他开始领导 宝马集团在德国市场的整体业务运营。 新浪科技讯 1月31日上午消息，宝马集团宣布大中华区高层人事调整，自2026年4月1日起，柯睿辰将接 替高翔出任宝马集团大中华区总裁兼首席执行官。 高翔在宝马集团拥有超过三十年的销售和营销领域管理经验。在中国任职的12年间，他在推动宝马集团 电动化和数字化转型中发挥了关键作用。高翔将在完成其在中国的任期后，继续在宝马集团担任重要职 务。 "我们衷心感谢高翔多年来的倾力付出，以及在推动中国市场业务发展过程中做出的重要贡献。同时， 我们热烈欢迎柯睿辰履新。" 宝马集团负责客户、品牌及销售业务的董事高乐表示："在市场环境复杂 多变、竞争日益加剧的背景下，将区域管理经验有效运用于各核心市场 ...

Group 1 - BMW Group announced that Christian Ach will succeed Gao Xiang as the President and CEO of BMW Group Greater China starting April 1, 2026, overseeing all market operations in China [3] - Ach has a long history with BMW, having held various management positions since 1998, including leadership roles in the MINI brand and BMW Germany sales [3] - Under Ach's leadership, BMW Germany achieved profitable sales growth and strengthened its market position, with one in five BMW cars sold in Germany being electric [3] Group 2 - The Chinese automotive market has undergone structural changes, with traditional luxury car markets facing pressure and luxury brands experiencing challenges in maintaining high pricing power [4] - In 2025, BMW Group's sales in China are projected to be 626,000 units, a year-on-year decline of 12.5% [5] - BMW is in a critical strategic transformation phase, investing heavily in new generation models, including the launch of the BMW iX3, with over 20 new models planned for China in 2026 and 2027 [5]

【文/观察者网 潘昱辰 编辑/高莘】1月30日，宝马集团宣布大中华区高层人事调整。自2026年4月1日 起，柯睿辰（Christian Ach）将接替高翔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 大中华区的业务，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，继续 在宝马集团担任重要职务。 此外，"协调在中国的合资企业相关事务"是柯睿辰未来的又一工作重点。为践行宝马"在中国，为中 国，为全球"的方针，柯睿辰可以在更深层次整合合资公司生产、研发力量，并与德国总部全球资源进 行整合。 高翔 宝马 宝马表示，此次高层人事调整强化了宝马集团对业务连续性、经验共享及中国市场长期发展的坚定承 诺。此番离任的高翔在宝马集团拥有超过三十年的销售和营销领域管理经验。在中国任职的12年间，高 柯睿辰 宝马 柯睿辰自1998年加入宝马集团以来，历任集团销售体系多项重要管理职务。2010-2018年，他负责宝马 集团MINI品牌在德国市场的业务；2018-2021年出任宝马集团在德国市场的销售负责人；自2021年起， 柯睿辰开始负责宝马集团在北欧市场的销售业务，包括瑞典、挪威、丹麦和芬兰等市场；自 ...

比销量下滑更致命的，是其赖以生存的经销商网络正在经历的生死考验。中国汽车流通协会的数据描绘了一幅惨淡的图景：2025年12月，豪华品牌新车毛利 率（GP1）均值低至-23.6%。这意味着，经销商每卖出一辆新车，不仅不赚钱，反而要亏损数万元，陷入"价格倒挂"的恶性循环。宝马的GP1表现甚至低于 行业均值，经销商的生存压力可想而知。 "新款3系的官方指导价确实下降了，可终端优惠没有老款那么高。比如宝马325Li这款车，新款裸车价要比老款车高8000元。"在北京一家宝马4S店内，销售 顾问的坦诚揭示了这一反常现象的核心。"宝马X3也差不多，新款裸车价都上涨了几千元。"这一"明降暗升"的操盘手法，并非简单的市场营销噱头，背后是 宝马在中国市场面临销量与渠道双重承压下，一场深刻的战略自救。 在此背景下，宝马年初的两轮官方调价，其核心目标便清晰浮现：与其说是为了刺激销量，不如说是为了给遍体鳞伤的经销商"松绑减压"。 从官方发布的信息来看，宝马此次的"诚意"十足。2026款宝马X3的起售价从34.99万元骤降至31.8万元，下调3.19万元，并大方地将四驱系统、8挡手自一体 变速箱及M运动曜夜套件列为全系标配，顶配车型降幅 ...

1月22日，宝马宣布首款基于"新世代"架构打造的长轴距纯电SAV——BMW iX3长轴距版将于2026年北京国际车展全球首发，计划今年下半年上市。 新世代BMW iX3长轴距版采用全域800V高压架构，搭载新世代电驱技术，包括大圆柱电芯与BMW自研的能量智控系统。该技术使车辆的CLTC综合续 航里程突破900公里。最大充电功率可达400千瓦，充电10分钟可补能超过400公里续航，从10%充至80%仅需21分钟。同时，对外放电支持为外部设备供 电，进一步扩展了日常的使用场景。 目前，新世代BMW iX3长轴距版正在中国及全球范围内进行全面的测试与验证。全球首发后，该车型将率先在中国市场上市，后续将出口至泰国、马 来西亚、印度尼西亚及印度等市场。 据介绍，新世代BMW iX3长轴距版专为中国市场研发，为了满足中国高端用户在舒适性与空间感上的需求，新世代BMW iX3长轴距版的轴距加长108毫 米。BMW表示，为中国市场特别研发了底盘与悬挂系统，保持灵活性、转向精度与车辆控制性，以确保从日常城市通勤到长途高速驾驶等多样化的驾驶场 景下，都能实现舒适与稳定的平衡。 ...

Core Viewpoint - The Chinese automobile import market has experienced a continuous decline for seven consecutive years, with a significant drop in 2025, marking a 32% decrease compared to the previous year [3][4]. Group 1: Import Volume and Trends - In 2025, China's automobile import volume was recorded at 475,700 units, a decrease of approximately 32% year-on-year and a reduction of about 228,000 units from 2024's 704,100 units [3]. - Over the past 12 years, the import market has shrunk by nearly two-thirds from 1.43 million units in 2014 to 475,700 units in 2025 [3]. - Japan remains the largest source of imported vehicles, contributing 203,100 units in 2025, which accounts for 42.7% of total imports [3]. Group 2: Brand Performance - Lexus has been a significant contributor to Japan's import figures, with sales reaching 184,100 units in 2025, a 3% increase year-on-year, although still below 2021 levels [3]. - Lexus accounted for over 90% (90.63%) of all Japanese imports and more than one-third (38.69%) of total imported vehicles in China [3]. - German luxury brands, particularly the "Big Three" (BBA: Benz, BMW, Audi), are facing severe declines, with BMW experiencing a 62% drop in imports, the most significant among them [4][5]. Group 3: Specific Brand Data - In 2025, BMW's imports fell to 64,371 units from 171,019 units in 2024, a decrease of 106,648 units [5]. - Mercedes-Benz's imports dropped below 100,000 units, totaling 94,777 units, a decline of 56,500 units [5]. - Audi's imports fell to below 30,000 units, reaching 29,927 units, a reduction of 21,122 units [5]. - Porsche's imports also declined by 23% to 41,798 units, marking three consecutive years of decline in the Chinese market [6].

Core Insights - In 2025, China's automobile imports fell to 475,700 units, marking a 32% year-on-year decline and a reduction of approximately 228,000 units compared to 2024 [1][2] - The import of BMW vehicles plummeted by 62%, with only 64,371 units imported in 2025, down from 171,019 units in 2024 [2][3] - The overall trend shows a continuous decline in the Chinese imported car market for seven consecutive years, with a significant reduction of nearly two-thirds from 1.43 million units in 2014 to 475,700 units in 2025 [1] Import Sources - Japan remains the largest source of imported cars to China, with 203,100 units in 2025, accounting for 42.7% of total imports [1] - Germany ranks second with 104,400 units, followed by Slovakia, the United States, and the United Kingdom with 51,200, 48,500, and 36,400 units respectively [1] Brand Performance - Lexus was a standout performer, with 184,100 units sold in 2025, achieving a 3% increase year-on-year and accounting for over 90% of Japanese imports and more than one-third of all imported vehicles [2] - The German luxury brands, particularly the "Big Three" (BBA: BMW, Mercedes-Benz, Audi), are experiencing significant declines, with BMW's imports dropping by 62%, Mercedes-Benz by 37%, and Audi by 41% [2][3] - Porsche also faced challenges, with a 23% decline in imports to 41,798 units, marking three consecutive years of decline in the Chinese market [4]