"中国汽车产业发展取得了令人瞩目的成就。"宝马集团董事高乐（外文名约亨·戈勒）日前接受本报记 者专访表示，中国汽车工业及自主品牌的成功，得益于中国过去几十年的顶层设计、战略规划，得益于 在供应链、生产制造、技术创新、品牌建设等方面构建了清晰的发展蓝图。 华晨宝马沈阳生产基地是宝马全球规模最大的生产基地和最先进的动力电池生产基地之一。高乐介绍， 自2010年以来，宝马在沈阳生产基地已累计投入约1160亿元人民币，彰显了该基地对于宝马的战略意 义。他说："我多次访问沈阳，深切感受到那片热土的发展活力。" 高乐对中国新能源汽车产业的发展赞赏不已。"中国双碳目标对全球汽车产业格局产生了积极影响，与 宝马集团战略高度契合。"高乐表示，他每年都参加由中方主办的世界新能源汽车大会，这一平台对推 动实现双碳目标至关重要。"中国在新能源汽车和智能网联汽车上保持技术开放，在降低碳排放的同时 实现市场可持续发展。"他注意到，最近3个月，中国新能源乘用车零售渗透率均超50%。"这正是技术 开放策略成功的最佳印证。根据用户需求和地域特点灵活配置技术路线，这一经验值得欧洲借鉴。"高 乐说。 "我们深信，在这个高度互联的时代，没有任何企业 ...

Core Viewpoint - The significant price reductions of Porsche vehicles, particularly the Cayenne and Panamera, reflect a broader transformation in the luxury car market under the pressure of electric vehicles, challenging the long-standing price stability of traditional luxury brands [1][4]. Group 1: Price Adjustments - Porsche has implemented substantial price cuts across various models, with discounts reaching as low as 35% in regions like Shenzhen, where the 2025 Cayenne can be purchased for approximately 75 million yuan after financing [2][3]. - Other luxury brands such as Mercedes-Benz, BMW, and Audi are also adjusting their prices, with notable discounts on models like the Mercedes GLB and BMW i3, indicating a widespread trend in the luxury car market [5][6]. Group 2: Sales Performance - Porsche's sales in China have been declining since peaking at 95,700 units in 2021, dropping to 79,300 units in 2023, and projected to fall to 56,900 units in 2024, with a staggering 42% year-on-year decline in Q1 2025 [5][6]. - Other luxury brands are experiencing similar downturns, with Mercedes-Benz's sales down 10% in China and both BMW and Audi also reporting declines [6]. Group 3: Consumer Reactions - Consumer responses to Porsche's price cuts are mixed, with some viewing it as an opportunity to purchase luxury vehicles at lower prices, while others express concerns about potential impacts on brand image and product quality [3][4]. - The price adjustments may create a temporary surge in sales, but analysts suggest that this is not a sustainable long-term strategy for luxury brands [4][6]. Group 4: Market Dynamics - The luxury car market is undergoing a value system reconstruction as traditional luxury brands face competition from domestic electric vehicles that offer advanced technology and performance [4][6]. - Analysts emphasize the need for luxury brands to accelerate their electric vehicle offerings and enhance technological features to remain competitive in an evolving market landscape [6].

| 特斯拉 | 10695.2 | + -393.65 | 332.05 | | --- | --- | --- | --- | | (9) 丰田汽车 | 2449.63 | + -44.9 | 187.96 | | והו 小米汽车 | 1765.65 | + +3.52 | 6.86 | | 比亚迪 | 1543.04 | + -2.94 | 50.07 | | ANI 法拉利 | 857.09 | 1 +9.33 | 480.96 | | 梅赛德斯奔驰 | 564.6 | + -2.72 | 58.63 | | 宝马汽车 | 543.69 | -2.68 | 87.87 | 金十图示：2025年06月05日（周四）全球汽车制造商市值变化 2 @ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM t 2016 - 11:50 - 11 - 11 - 11 - 11 - | 入》 大众汽车 | 534.66 | + -3.99 | 106.26 | | --- | --- | --- | --- | | 通用汽车 | 458.32 | + -13.35 | 47.67 | | >6 玛鲁蒂 ...

Core Insights - The 29th Guangdong-Hong Kong-Macao Greater Bay Area Auto Show was highly successful, attracting over 450,000 visitors and generating more than 4 billion yuan in pre-orders for over 16,000 new cars [1] - Despite the strong attendance, traditional automakers like Mercedes-Benz, BMW, and Audi (BBA) are facing significant sales declines, with each experiencing over a 10% drop in Q1 sales year-on-year [1] - New energy vehicle companies, particularly Xiaopeng, are showing stronger performance, with Xiaopeng's new model generating 20,000 new orders in just one week after its launch [6][7] Group 1: Industry Performance - New energy vehicle companies have achieved over 30% of their annual sales targets by May, with only Xiaopeng meeting the timeline expectations for 2025 [1] - In contrast, traditional automakers like BBA are struggling, with their sales figures declining significantly compared to the previous year [1][2] - The auto show highlighted the need for BBA to innovate in marketing strategies to compete effectively with new energy vehicle companies [6][7] Group 2: Marketing Strategies - BBA's traditional marketing tactics, such as celebrity endorsements and price reductions, are becoming less effective compared to the innovative strategies employed by new energy vehicle companies [2][6] - Xiaomi's unique approach of using limited edition bottled water to attract visitors proved to be more effective than traditional celebrity endorsements [4][6] - Xiaopeng's successful use of celebrity endorsement with Ouyang Nana significantly boosted its visibility and sales, demonstrating the importance of effective marketing in the current competitive landscape [6][7] Group 3: Product Development - Mercedes-Benz and Audi showcased their latest localized products at the auto show, while BMW struggled to present compelling new offerings beyond price cuts [7][12] - Audi's new E5 Sportback and Mercedes-Benz's long-wheelbase CLA are positioned to enhance their market presence with advanced technology and local partnerships [9][11] - BMW's new models, including the X3, are facing declining sales and significant discounts, indicating a need for a complete overhaul of their product strategy [12]

Core Insights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show will showcase new models and technologies, featuring over a hundred global automotive brands and a thousand new vehicles, including the latest electric models from BMW [1] Group 1: BMW X3 Long Wheelbase Version - The new BMW X3 long wheelbase version features an extended wheelbase for enhanced space, intelligent interaction, and premium driving experience, achieving near 50:50 weight distribution for optimal performance [1][3] - The vehicle's maximum power has increased to 190 kW, with a peak torque improvement of 14% and a 5% reduction in fuel consumption compared to the previous generation [1] - The new electric brake system reduces brake pressure build-up time to 150 milliseconds, significantly improving braking precision and safety [1][2] Group 2: Advanced Technology and Safety Features - The new BMW X3 includes the largest head-up display in its class, providing layered information to keep the driver's focus on the road [2] - It features a new generation BMW operating system with 2.4 times the computing power of its predecessor, enabling faster responses from the BMW Intelligent Personal Assistant [2] - The vehicle is equipped with a 360° intelligent active safety system, including features like start monitoring and collision warnings, enhancing overall safety for passengers [2] Group 3: Manufacturing and Market Position - The new BMW X3's torsional rigidity has significantly improved, utilizing ultra-high-strength hot-formed steel, and the body has a corrosion resistance of up to 15 years, exceeding industry standards [3] - BMW has implemented approximately 100 AI applications in its Shenyang production base, including an innovative AI quality inspection system that analyzes stamping process images in 0.01 seconds with near 100% accuracy [3] - Since its launch in 2003, the BMW X3 has gained the trust of over 3.5 million users globally, with China being the largest single market, surpassing one million units sold [3] Group 4: Market Strategy in Southern China - The Guangdong-Hong Kong-Macao Greater Bay Area is a key market for luxury brands, and BMW has been increasing its investment in Southern China, focusing on sales network expansion and localized production [4] - BMW aims to enhance the competitiveness of its main models and solidify its market position while leveraging the M series to strengthen brand identity and promote pure driving pleasure [4]

【DT新材料】 获悉，近日， 宝马 与 奇瑞 两家车企在全固态电池领域取得重要进展。 （1）宝马 测试搭载全固态电池的电动汽车 近日，宝马正式启动首批搭载全固态电池（ASSB）的电动汽车道路测试，测试车型为i7。 为配合Solid Power提供的全固态电池单元，宝马对其第五 代平台架构进行了调整，采用了新的模块设计概念，使新型棱柱形电芯得以集成于整车中 。同时， 宝马还计划在未来几个月内持续测试硫化物基电解 质的性能与稳定性，以推动该技术向量产阶段迈进 。 宝马的动作紧随梅赛德斯-奔驰之后。今年2月， 奔驰 宣布通过与美国Factorial Energy的合作，已将首辆搭载锂金属固态电池的EQS原型车上路。该电 池可在保持高能量密度的同时减少40%的重量，目标续航超过600英里。 尽管多家车企正加紧推进全固态电池的应用，但宝马高管此前也坦言，当前固态电池成本仍高，短期内尚难大规模商用。 （2）奇瑞 Exlantix ET电动SUV曝光，搭载全固态电池 近日，奇瑞高端电动跨界车——星纪元ET在中国合肥现身，其侧身标有醒目的"全固态电池"字样，吸引了业界关注。 早在2024年10月，奇瑞就公布了固态电池战略，计 ...

据德国商报引述消息人士的话报道称，宝马、梅赛德斯-奔驰和大众汽车正与美国商务部就关税问题进 行磋商，目标是在七月初达成协议。 ...

Core Insights - The luxury car market is witnessing a brand crisis, with BMW facing challenges similar to those that led to Audi's decline [1][2] - BMW's sales strategy has shifted, leading to a significant drop in customer loyalty and brand value [4][14] - The rise of domestic brands like AITO and Li Auto is capturing market share from BMW, particularly in the SUV segment [2][3] Sales and Market Dynamics - BMW's X5, once a profitable model, has seen its price drop to 540,000 RMB, yet it struggles to sell [2][3] - The company exited the price war last year, which further alienated potential customers who perceived BMW as becoming more expensive [3][4] - The rapid expansion of BMW's dealership network from 460 to over 600 between 2014 and 2017 was initially successful but has led to internal competition among dealers [5][6][9] Dealer and Pricing Strategy - BMW's dealer model, which offers 90% of the MSRP as wholesale price, has created a competitive environment where dealers undercut each other [7][9] - The introduction of the new 5 Series has resulted in disappointing sales, with only 4,000 units sold monthly, leading to inventory pressure on dealers [10][11] - The price cuts initiated by dealers to move inventory have eroded BMW's pricing integrity, making it difficult to maintain higher price points [11][12] Brand Perception and Product Development - BMW's brand value and premium pricing ability are declining, with consumers now expecting lower prices [14][20] - The company is struggling to adapt to market changes, with its new models failing to resonate with consumers compared to competitors like Mercedes-Benz [16][20] - BMW's slow response to the electric vehicle market and reliance on traditional performance metrics have left it vulnerable to newer brands [18][19] R&D and Market Strategy - BMW's development teams in Germany are disconnected from the preferences of Chinese consumers, leading to products that do not meet local market demands [21][22] - The company is facing internal challenges regarding decision-making and product development, which are hampering its ability to compete effectively [25][26] - Competitors like Mercedes-Benz and Audi are actively adapting their strategies to better align with Chinese consumer preferences, while BMW remains stagnant [24][26]

Group 1 - BMW announced the launch of its next-generation smart cockpit system "Panoramic iDrive," which will be featured in its first new generation SAV model, enhancing its competitive edge in the high-end automotive market [1] - BMW has been a long-time leader in heads-up display (HUD) technology, having introduced it to mass production vehicles in Europe in 2003, and has continuously innovated since then [1] - The new "Panoramic iDrive" system will expand the display area to 40 inches, ensuring that both drivers and passengers can access critical information without blind spots [1] Group 2 - The smart cockpit has become a key battleground for automakers, with BMW's HUD technology evolving from physical knobs in 2001 to a complete technology matrix that includes five-dimensional interaction and zero-level interaction [2] - The introduction of the Panoramic iDrive is expected to strengthen BMW's technological moat in the high-end market, particularly in key markets like China, where localized data research may provide a competitive advantage [2] - The global HUD market is projected to exceed $13 billion by 2030, with a compound annual growth rate of 18%, indicating significant growth potential for companies involved in the supply chain related to this technology [2]

在用户体验验证方面，宝马中国研发团队自2020年启动相关可用性研究，累计有超过1180名用户参与测 试，访谈研究时长超过4700小时。同时，宝马SkyLab人机交互用户体验研究中心进行了三年的数字验 证工作，并基于600万中国用户的脱敏数据完成算法训练。 技术实现层面，宝马采用"视觉锥"设计概念，将驾驶、导航、警示等关键信息按照人眼自然视线分层排 布。这一设计旨在减少驾驶者视觉焦点切换的时间和频率，降低认知负荷。值得注意的是，该系统不仅 面向驾驶者优化，副驾驶和后排乘客同样能够清晰获取相关信息。 全景显示技术的推出反映了汽车行业在智能座舱领域的技术竞争加剧。传统HUD技术主要局限于仪表 板上方的小范围显示，而全景显示技术的应用将显著扩大信息展示空间，为车载信息系统的功能拓展提 供了新的可能性。 该技术采用超近距离投影方案，实现从A柱到A柱的全景显示效果。与传统HUD技术相比，视平线全景 显示的成像面积达到40英寸，支持4K级画质输出，并具备100,000:1的图像对比度。技术核心在于专利 纳米黑色涂层的应用，这一涂层技术能够有效消除反射和炫光干扰，确保在复杂光线环境下的显示效 果。 从技术发展脉络来看，宝马在 ...