Core Viewpoint - BMW Group announced a deepened strategic cooperation with Alibaba Group to jointly develop an AI engine based on Alibaba's Tongyi AI model, aimed at the Chinese market for BMW's new generation series vehicles, expected to be delivered in 2026 [1][2]. Group 1: Strategic Cooperation - The collaboration focuses on cutting-edge technologies such as AI models and intelligent voice interaction, with the new BMW Intelligent Personal Assistant integrating the jointly developed AI engine [2]. - The AI engine will support smart cockpit and smart travel interaction scenarios, which will debut at the Shanghai Auto Show in April [3]. Group 2: Industry Trends - The automotive industry is rapidly embracing AI, with BMW emphasizing the importance of understanding local consumer needs in China through its Skylab human-computer interaction research center [4]. - BMW's CEO in Greater China highlighted the partnership with Alibaba as a testament to the benefits of collaboration in creating prosperity and growth, aiming to enter a new era of cooperation in the fields of intelligence and electrification [4]. Group 3: AI Investment and Growth - Alibaba has been a pioneer in AI technology research and application in China, with other automotive companies like Xpeng and Zeekr also integrating the Tongyi series models [5]. - As demand for AI technology grows across various industries, Alibaba Cloud's revenue is experiencing accelerated growth, with a significant recruitment drive for AI talent from top global universities [6]. - Alibaba's financial performance shows a return to double-digit growth in external commercial revenue from Alibaba Cloud, with AI-related product revenue achieving triple-digit year-on-year growth for six consecutive months [6].

Core Insights - BMW Group and Alibaba Group have deepened their strategic cooperation in China, focusing on integrating AI large language models into new generation vehicles, with a customized AI engine set to debut in 2026 [1][2] - The new BMW intelligent personal assistant, powered by the Tongyi large model technology, aims to enhance user interaction through human-like communication and complex command understanding, achieving a recognition and wake-up rate of up to 99% [1] - The collaboration between BMW and Alibaba, which began in 2015, has evolved from cloud computing and smart manufacturing to cutting-edge technologies like voice interaction and AI models, marking a new phase of cooperation in the smart and electric vehicle sectors [2] Group 1 - BMW and Alibaba announced a partnership to implement AI large language models in vehicles, with the new BMW intelligent personal assistant launching in 2026 [1] - The assistant will utilize advanced AI capabilities for improved user interaction, achieving high recognition rates through extensive testing [1] - The Shanghai Auto Show in April will showcase the new generation of BMW's intelligent cockpit and collaborative smart travel scenarios [1] Group 2 - BMW has established a Skylab user experience research center in China to better understand local consumer preferences, demonstrating a commitment to integrating advanced technologies into its innovation system [2] - The partnership with Alibaba is seen as a testament to the potential for growth and prosperity through collaboration, with a focus on smart and electric vehicle technologies [2] - Future discussions between BMW and Alibaba will explore cross-domain integration in infrastructure, platforms, and services [2]

此外，宝马集团预计在2030年之前，纯电动车型将占据集团全球年度交付量的50%以上，并有望在全球 市场实现累计交付超过1000万辆纯电动车。 宝马与阿里在华展开AI合作，通义大模型将"上车" 图片来源：界面图库 3月26日，宝马集团宣布与阿里巴巴集团在中国达成AI领域战略合作，双方在AI大语言模型和智能语音 交互等领域开展联合研发，阿里通义大模型将应用于中国市场的宝马新世代系列车型。 根据此前官方消息，宝马集团基于全新电子电气架构的新世代车型将在2025年投产，24个月内将推出至 少6款车型，首先是一款运动型多功能车（SAV）和一款BMW3系所在细分市场的纯电轿车。新世代车 型将在匈牙利的德布勒森工厂率先投产。 为了满足"新世代"车型对电芯的需求，宝马集团已向宁德时代和亿纬锂能两家合作伙伴授予了价值超过 百亿欧元的电芯生产需求合同。这两家合作伙伴将分别在中国和欧洲各自建立两座电芯工厂，每座工厂 的年产能将达20 GWh。另外，宝马还将寻找合作伙伴在北美自由贸易区再建两座电芯工厂。 而在中国市场方面，宝马将于2026年量产国产新世代车型。宝马此前一日发布的中国360度全链AI战略 显示，2026年首款国产新世代 ...

金融价值观｜政策红利与超大市场共振 外企高管眼 中的"投资中国"新机遇 新华网北京3月24日电（梁栋飞）中国发展高层论坛2025年年会于3月23日至24日在北京举行。多位跨国 企业与会代表表示出加码在华投资的意愿，希望紧跟中国市场步伐，携手中国企业发展开辟更加广阔的 前景。 今年以来，当特斯拉在上海储能超级工厂投产、阿斯利康无锡基地追加投资等外企在华布局的大手笔持 续涌现，令人好奇在其商业决策背后，外企高管眼中"投资中国"的新机遇在何处，恰好在中国发展高层 论坛2025年年会中可以找到一些明确的答案。 据主办方介绍，今年年会共有750多位外方代表参会，其中118位为正式代表，企业界代表86位。参会跨 国企业国家范围广，首次参会的跨国企业数量创新高。今年第一次派正式代表参加论坛的企业有17家， 包括英特宜家、博枫等，为历年数量最多，占企业总数的20%。 选择深耕中国 着眼政策机遇 "未来十年，必和必拓将继续大幅增加投资，大力支持与人工智能等相关的技术开发，也希望获得更多 支持，与政府、行业、企业展开更多合作，打通产学研各环节，一起实现更好发展。"必和必拓首席执 行官韩慕睿说。 韩慕睿表示："铜在电动汽车的发展当 ...

牲产队 . 以下文章来源于牲产队 ，作者牲产队长 挣工分，磨洋工，舒服一会儿是一会儿 作者： 牲产队长 来源：牲产队（ID： gh_9adbf3261554 ) 再下一城，华为拿下宝马！ 这也意味着，德国BBA，已经全部"投华"了。因为此前，奥迪引入华为智驾，奔驰S级也引入了华为 Hicar技术。华为在拿下所有中国国有大车厂以后，终于把德系BBA也收入囊中了。 为什么宝马会投华呢？主要在于两大原因： 一是，智能化转型太慢了。 这不是宝马一家的问题，而是所有合资大车厂所共同面临的问题。宝马 与华为的合作，主要集中于智能座舱。也就是说，把鸿蒙生态车机系统，接入宝马汽车。以后，你用 华为手机，就能遥控宝马了。比如，宝马数字钥匙，华为一键启动，另外鸿蒙系统上的生态应用等， 也都能做到车机同步。 对未来而言，这套模式要是在国内取得成功。那么，华为智驾版的德国BBA，在国际市场上，几乎 就是降维打击了。当前，在特朗普同时对欧盟、中国开启关税战、贸易战的大背景下，中欧合作，就 显得尤为重要了。 中国技术可以借助欧盟品牌，打入西方市场。而欧盟品牌呢？也能凭借中国先进的智能化技术，强大 的电动化供应链，加速新能源转型。只要中欧 ...

以下文章来源于雷叔写故事 ，作者雷斯林&乌卡 春江水暖鸭先知，公司冷暖销售先知。 "过完年老板说底薪打七折，KPI 倒是一点没减。"入行十年，先后在奥迪、宝马当过销售的智鑫敏锐地觉察到大事不妙："当时我就感 觉 BBA 恐怕要 BBQ 了。" 这也是同行们心照不宣的事实： BBA 在中国卖不动了 。 雷叔写故事 . 为你写一个故事改名啦，雷斯林欢迎你关注。 时代变了。 作者 | 雷斯林 & 乌卡 来源 | 雷叔写故事 （ID：raistlin2017） 01 现如今，随便找条大马路站会，都能看出端倪，顶着 BBA 车标的越来越少，取而代之的是满地绿牌，瞅着环保又护眼。 BBA 的线下展厅更是门可罗雀，"一个月过完开不了单是常有的事。有时候一天都迎不来一个客，保洁阿姨扫地扫出来的都是我掉的 头发。" 那时的智鑫，每天都在展厅里，为蓝天白云远在巴伐利亚的机械元神赛博渡劫。 这是巅峰时期的智鑫做梦都想不到的。曾经，他一个月就能卖掉 23 辆宝马，月入 8 万，结果没过几年，风向就变了， "收入远不到以 前的一半，最差的时候我还想过去搞直播卖车，就是遗憾自己长得没有优势。" "我们同行群里都觉得情况不乐观，收入下滑得 ...

对自动驾驶的不同态度，让奔驰和宝马在新汽车时代一个向左，一个向右。 在国内市场卷起"全民智驾"风潮、特斯拉FSD入华、多家车企计划在年内实现L3级自动驾驶之际， 宝马保持了克制。 宝马新世代与奔驰CLA另一个显著差异是对全球化和本土化的不同倾斜。 这是高乐3月14日在宝马集团新世代科技战略沟通会视频连线中说的。当天的主角宝马新世代车型 没有将自动驾驶作为重点，高乐在回答提问时描述"我们将推出的L2+++的应用比我们现在要高出 一代。有很多L2+++的功能，变道、超车更加精准、可靠、安全。"他同时强调"有的车你不用握方 向盘可以很长时间，这个我们是做不到的、不允许的。" 新世代是宝马面向未来的一整套技术创新，包含全新电子电气架构、动力系统、智能座舱、智能驾 驶、设计语言等，代表了宝马在电动化、数字化、智能化等领域的最新成果。新世代技术将应用于 宝马未来所有车型，覆盖纯电动、插混、燃油、氢能多种驱动模式和全部细分市场。 驾驶乐趣、操控仍然是宝马新世代系列车型展示出的核心竞争力，宝马中国一位员工告诉汽车商业 评论，"宝马不会轻易把方向盘交给机器。" 巧的是，奔驰全新智能电动架构下的首款车型CLA在同一天全球首发，全 ...

撰文 / 钱亚光 设计 / 师 超 来源 / www.autonews.com, cleantechnica.com, www.rte.ie 环保罚款暂时无忧 欧盟工业主管斯特凡·塞朱内（Stephane Sejourne）对这一决定表示欢迎，他曾极力主张给予相关企业灵活性，以支持汽车制造商。塞乔内表示："我们 不会惩罚那些我们必须予以扶持的行业。实际上，表现优秀的公司将能够凭借自身的努力获得回报，而那些表现不佳的公司将有更多时间调整。" 欧盟已将应对气候变化列为优先事项，并同意在 2035 年之前逐步停止新的燃油发动机汽车的销售。原本从今年起，欧盟将降低在欧盟 27 个成员国销售 的新车的平均排放量上限，如果汽车制造商未能遵守相关规定，将面临高额罚款。 3 月 3 日，欧盟委员会主席乌尔苏拉·冯·德莱恩（Ursula von der Leyen）表示，欧盟将给予汽车制造商三年的时间窗口，让他们在今年原本设定的二氧化 碳排放目标基础上再提高排放量。她希望给予苦苦挣扎的欧洲汽车制造商"喘息空间"，允许他们有更多时间在不面临罚款的情况下达到 2025 年的减排 目标。 冯·德莱恩称，本月晚些时候将提出一项"有针对 ...

Core Viewpoint - BMW Group announced the transformation of its Munich plant into a fully electric vehicle production base by 2027, accelerating preparations for the production of the "new generation" electric vehicle models, with official production set to begin in the summer of 2026 [1] Group 1: Production Plans - The Munich plant is currently constructing three new production workshops, which will include body manufacturing, final assembly lines, and related logistics to ensure the smooth production of the "new generation" models [1] - BMW Group anticipates a significant increase in global demand for pure electric vehicles before 2030, prompting the early transformation of the Munich plant to enhance electrification capacity [1]

Core Viewpoint - The lithium battery industry is experiencing significant changes as foreign car manufacturers accelerate their electrification efforts in response to the rapid growth of China's new energy vehicle market and the increasing market share of domestic brands [1][2][10]. Group 1: Market Dynamics - The market share of domestic brands in China's new energy vehicle sector is projected to reach 54% by January 2025, while mainstream joint venture brands only account for 2% [2]. - Sales of foreign brands in China are declining, with Volkswagen's sales expected to drop by 9.5% in 2024 compared to 2023, and BMW's deliveries down by 13% [2]. - Traditional foreign brands are losing ground in their historically strong markets, with Honda's sales hitting a nearly ten-year low, down 31% year-on-year [2]. Group 2: Technological Advancements - Foreign car manufacturers are increasingly adopting new battery technologies, shifting from conservative lithium-ion battery strategies to more cost-effective lithium iron phosphate batteries and exploring advanced technologies like large cylindrical batteries and solid-state batteries [5][10]. - BMW and Mercedes-Benz are focusing on next-generation battery technologies, with BMW set to mass-produce large cylindrical batteries and Mercedes-Benz testing high-energy density solid-state batteries [1][10]. Group 3: New Business Models - A new business model of "China R&D, global sales" is emerging, with foreign manufacturers establishing China as a key R&D and export hub [6][7]. - Companies like Kia and Ford are planning to leverage their Chinese operations to expand into overseas markets, highlighting the advantages of China's mature and efficient new energy vehicle supply chain [7]. Group 4: Industry Chain Integration - Foreign car manufacturers are deepening their involvement in the lithium battery industry chain, moving beyond strategic investments in battery companies to comprehensive industry chain penetration [8][9]. - Companies like BMW and Toyota are venturing into battery material recycling, while Volkswagen is expanding collaborations in fast-charging networks and battery recycling with local firms [9]. Group 5: Competitive Landscape - The renewed focus on electrification by foreign car manufacturers is expected to intensify competition in the lithium battery industry, leading to technological innovations and industry upgrades [10]. - The entry of stronger traditional car manufacturers into the electrification competition may trigger a new round of market power struggles, complicating the competitive landscape in the lithium battery sector [10].