3、健康增长和技术开放，2025年政府工作报告有史以来首次提到要综合整治内卷式竞争。高质量发展 是汽车产业链 中盈利和可持续增长的最重要特征。行业盈利能力的下降将恶化市场秩序。 高翔在论坛上表示，宝马希望助力中国打造成为智能网联新能源汽车的全球领导者，将智能汽车、智能 基础设施和智能城市整合成一个庞大的生态系统。 长期以来，中国一直处于经济和技术进步的最前 沿。今天，这种领导力体现在对新质生产力的追求上，新质生产力意味着以科技创新为基础，推动高价 值、可持续和高质量的增长。 高翔说：宝马的战略与中国以创新为导向的高质量发展的增长路径高度契合，增长、创新与合作是宝马 进入中国30年来的一直关注的三个主要话题，尽管2024年市场状况复杂多变，但宝马集团在全球售出了 超过245万辆乘用车和超过21万的辆摩托车。在中国更是交付了71.5万辆BMW和MINI汽车，其中超10 万辆是纯电动汽车。截至目前，宝马已在中国市场累计交付了超过40万辆新能源汽车，蝉联中国豪华乘 用车市场年度销量冠军。2026年我们将在沈阳iFactory数字智慧工厂开始新世代车型的本地化生产，现 在至2027年，宝马将向市场投放40多款全新或改款 ...

Core Viewpoint - The collaboration between BMW and Alibaba marks a significant step in integrating advanced AI capabilities into BMW's vehicles, focusing on deep customization and enhancing user experience through tailored AI solutions [2][5]. Group 1: Collaboration Details - BMW and Alibaba announced a partnership to integrate Alibaba's Tongyi Qianwen AI model into BMW vehicles, with the new intelligent personal assistant expected to debut in 2026 [2][3]. - The collaboration emphasizes a deep customization approach, allowing BMW to access the latest AI models and over 80 million points of interest (POI) data from Alibaba [2][4]. - BMW's engineering team will utilize the newly released Tongyi Qianwen QwQ-32B model, which reportedly matches the performance of DeepSeek-R1 [2][5]. Group 2: AI Applications - BMW is developing two customized AI agents: "Car Expert" and "Travel Companion," which will leverage over 200,000 exclusive vehicle data points and more than one million after-sales cases [5]. - The "Travel Companion" AI will utilize Alibaba's extensive POI data to provide personalized recommendations based on user preferences and real-time conditions [5][6]. - These AI products are set to be showcased at the Shanghai Auto Show in April [5]. Group 3: Broader Industry Context - BMW's partnerships with Alibaba and Huawei reflect a trend among luxury car manufacturers (BBA) to enhance their vehicles' smart capabilities through collaborations with Chinese tech companies [6][7]. - Competitors like Mercedes-Benz and Audi are also integrating Chinese smart driving solutions, indicating a shift towards a more intelligent and competitive luxury car market [6][7].

宝马正在深刻融入中国的AI领域。 当用户提出复杂多指令需求："推荐一个宠物友好，且经常有宠物聚会活动，能给车辆充电的公园。"或 者，"晚上要请爸妈和几个亲戚吃饭，推荐个朝阳公园西门附近、能停车、人均200元左右、口味清淡、 口碑好的餐厅吧。"全新BMW智能个人助理系统能综合实时路况、充电桩分布、景点口碑、用户偏好等 多重信息，精准规划并作出推荐，这让不少用户感觉到出行更加便捷省心。 3月26日，《中国经营报》记者获悉，继发布360度全链AI战略后，宝马加速推进AI在技术研发和产品 端应用，与阿里巴巴集团联合宣布在中国深化战略合作，推动AI大语言模型"上车"。基于全球先进的通 义大模型，以斑马元神AI为基础，全新BMW智能个人助理采用与阿里巴巴共同开发的宝马定制AI引 擎，将于2026年率先搭载于中国生产的BMW新世代车型。 宝马集团方面表示，这两大AI Agent展现完备的智能交互能力，实现移动出行、第三空间与生态服务的 无缝链接。未来，宝马还将基于出行使用场景探索多模态交互体验。 事实上，AI赋能的新世代车型是宝马科技创新的集大成之作。宝马为新世代车型打造了全新一代智能 电子电气架构，以及三大突破性创新技术 ...

Core Points - President Trump signed an order imposing 25% tariffs on imports of automobiles and certain auto parts [1] - The tariffs aim to protect the U.S. industrial base, address a $93.5 billion annual trade deficit in auto parts, and counter a 34% reduction in auto parts manufacturing jobs since 2000 [2] - The tariffs are expected to generate over $100 billion in new annual tariff revenue and create immediate construction and manufacturing jobs [3][4] - The tariffs will take effect on April 2, with collections starting the following day, and are described as "permanent" with no interest in negotiating exceptions [4] - A broader range of reciprocal tariffs is expected to be announced, targeting other countries' trade barriers, along with potential industry-specific tariffs on lumber, semiconductors, and pharmaceuticals [5] Industry Impact - The tariffs are anticipated to spur growth in the automobile industry and reverse stagnation in U.S. production [2][3] - American car buyers are reportedly accelerating their purchasing decisions due to concerns over impending tariffs [6]

Core Viewpoint - The article discusses the challenges faced by BMW, Mercedes-Benz, and Audi in the Chinese market, highlighting their struggle with declining sales and profits amid a shift towards electric vehicles and intense price competition, leading to a "mid-life crisis" for these established brands [1]. Financial Performance - In 2024, BMW Group reported revenue of €14,238.8 million (approximately ¥1.12 trillion), a year-on-year decline of 8.4% [2]. - The EBIT was €1,097.1 million (approximately ¥862.9 billion), down 35.8%, with a profit margin dropping from 11% to 7.7% [2]. - Net profit fell to €767.8 million (approximately ¥603.9 billion), a decrease of 36.9%, yet still averaging a profit of €1.65 million per day [2]. Sales Performance - BMW Group's global sales in 2024 totaled 2.45 million vehicles, a 4% decline year-on-year [3]. - Sales in China were particularly affected, with a 13.4% drop to 715,200 units [4][16]. - The decline in sales was attributed to a lack of consumer confidence and aggressive price competition in the second half of the year [5]. Electric Vehicle Strategy - BMW is focusing on electric vehicle (EV) sales, with 15% of its sales in China being pure electric models, translating to over 107,000 units sold in 2024 [5][14]. - The company aims to launch over 40 new models globally by 2027, with a significant portion being electric [7]. - In 2024, BMW's electric vehicle sales reached 427,000 units, a 13.5% increase, making up 17.4% of total sales [9]. R&D Investments - BMW's R&D expenditure reached a record high of €910 million in 2024, accounting for 6.4% of total revenue, focusing on electric and digital technologies [28]. - The company is investing heavily in the development of cylindrical batteries and aims to localize production in China [30]. - BMW plans to reduce R&D spending as a percentage of revenue in 2025, targeting a range of 4%-5% while maintaining focus on electric and digital innovations [36]. Market Challenges - The price war in the Chinese market has pressured BMW's traditional pricing structure, leading to a significant profit loss of €440 million, with over half attributed to pricing strategies [20][22]. - Despite the growth in electric vehicle sales, it has not compensated for the decline in traditional vehicle sales, resulting in a nearly 40% drop in EBIT for the automotive division [21][15]. Future Outlook - BMW aims to achieve significant milestones in electric vehicle sales by 2025, targeting a cumulative total of 3 million new energy vehicles sold globally and 1.5 million pure electric vehicles delivered [23]. - The company is transitioning towards becoming a technology leader, with a focus on integrating AI and digital innovations into its product offerings [37].

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]

Group 1 - BMW Group has announced a strategic AI collaboration with Alibaba Group in China, focusing on AI large language models and intelligent voice interaction for the new generation of BMW vehicles [1][3] - The new generation models, based on a new electronic and electrical architecture, are set to begin production in 2025, with at least six models to be launched within 24 months, starting with a Sports Activity Vehicle (SAV) and a pure electric sedan in the BMW 3 Series segment [1][3] - BMW expects that by 2030, pure electric models will account for over 50% of the group's global annual deliveries, aiming for cumulative global deliveries of over 10 million pure electric vehicles [1][3] Group 2 - The first domestically produced new generation model in China is expected to be mass-produced by 2026, featuring AI large language models and AI agents for more natural human-vehicle interaction [1][3] - BMW will utilize cylindrical battery cells in the new generation models, which are designed to significantly enhance energy density, range, and charging speed while reducing carbon footprint and resource consumption in battery manufacturing [2][4] - To meet the battery cell demands for the new generation models, BMW has awarded contracts worth over 10 billion euros to CATL and EVE Energy for battery cell production, with each partner establishing factories in China and Europe with an annual capacity of 20 GWh [2][4]

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 ...