Core Viewpoint - The automotive industry is undergoing a significant transformation driven by the dual forces of intelligent cockpits and generative AI technology, evolving traditional industry dynamics into a new ecosystem of "large models + smart hardware" [1][3]. Group 1: Industry Trends - The intelligent cockpit has evolved from a simple interaction interface to a "third living space" with cognitive capabilities, indicating a shift towards more integrated and intelligent automotive experiences [1]. - The integration of advanced technologies such as voice chips, augmented reality heads-up displays (AR-HUD), and biometric sensing seats is driving innovation across the automotive supply chain [1][12]. - The collaboration between major tech companies and automakers is accelerating the development of smart vehicles, with a focus on AI, 5G vehicle networking applications, and smart manufacturing [3][12]. Group 2: Collaborative Initiatives - The establishment of the joint innovation base by BMW China and Alibaba Cloud aims to incubate startups in the intelligent automotive sector, focusing on AI and smart vehicle technologies [3][12]. - The "2025 BMW Open Innovation Initiative" is designed to attract top talent and innovative companies to explore cutting-edge technologies in the automotive industry [8][10]. - A total of 25 innovative companies in the intelligent connected vehicle sector have been gathered to provide resources and support for their development [14]. Group 3: Regional Development - Chengdu High-tech Zone is positioning itself as a hub for intelligent connected vehicles, leveraging its strong industrial foundation and innovation ecosystem to drive high-quality development [4][27]. - The region aims to enhance its core automotive components industry, particularly in automotive software, chips, and sensors, while attracting international and domestic enterprises [16][27]. - Chengdu's strategic policies are designed to foster collaboration between government and enterprises, aiming to make the city a key player in the global automotive industry transformation [27].

Group 1: Automotive Trade and Market Performance - In March 2025, the total import and export value of automotive goods reached $23.82 billion, a month-on-month increase of 32.1%, but a year-on-year decrease of 0.2% [1] - In April 2025, the retail sales of passenger cars in China reached 1.791 million units, a year-on-year increase of 17%, while cumulative retail sales for the year reached 6.918 million units, up 9% year-on-year [2] - The retail sales of new energy vehicles in April 2025 were 922,000 units, a year-on-year increase of 37%, with a penetration rate of 52.3% [2] Group 2: Company Financials and Projections - Toyota expects a 34.9% year-on-year decline in net profit for the fiscal year 2025 due to U.S. tariff policies, estimating a sales loss of up to ¥180 billion (approximately $1.25 billion) for April and May [3] - BMW Group reported Q1 2025 total revenue of €33.758 billion, a year-on-year decrease of 7.8%, with a net profit of €2.173 billion, down 26.4% [6] - Lucid delivered 3,109 vehicles in Q1 2025, maintaining its annual production forecast of nearly 20,000 vehicles [5] Group 3: Corporate Developments and Innovations - Rivian announced a $120 million investment to strengthen its supply chain by building a supplier park near its factory in Normal, Illinois [7] - Geely Holding has implemented a rotating presidency system, with former COO Dai Qing as the first rotating president, aimed at enhancing management efficiency and fostering collaboration [10] - The new model of Zhiji Auto, the L6, has received 24,000 pre-sale orders, with a price range of ¥219,900 to ¥289,900 [11] Group 4: Regulatory and Safety Issues - Volvo is recalling over 413,000 vehicles in the U.S. due to potential issues with rearview camera images not displaying [4] - CATL announced that its Tianxing series batteries have passed the new national standard tests, becoming one of the first commercial power batteries to meet the GB 38031-2025 safety requirements [12] - SAIC-GM Wuling expects solid-state batteries to be available in vehicles by 2027, indicating progress in battery technology [13]

Group 1 - The core viewpoint of the article is that the economic agreement between the US and UK represents a significant first step towards reducing trade barriers, which is seen as a positive development for the automotive industry [1] - The automotive industry emphasizes that open markets and international cooperation are crucial for maintaining competitiveness [1]

中国主场，德企应变加速 德国汽车工业协会（VDA）主席穆希雅（Hildegard Müller） 在辅助驾驶、AI座舱、绿色制造等新兴领域，双方也各具优势。中国企业在快速迭代与用户驱动方面 具备先发优势，而德国企业在合规架构、核心算法、系统稳定性方面拥有深厚积淀。若能形成"场景落 地+系统协同"的战略合作模型，将有望构建全球领先的新型产业生态。 汽车纵横全媒体 在全球汽车产业加速转型的今天，2025年上海国际车展成为观察全球汽车格局变动的重要窗口。德国汽 车工业协会（VDA）主席穆希雅（Hildegard Müller）在车展期间接受媒体访谈，展现了德方行业组织 对于中国市场变化的敏锐洞察，以及对中德产业深度合作未来的坚定期待。在她看来，中德合作已经走 到一个更深层、更系统的关键时刻。 2025年上海车展吸引了来自26个国家和地区的近千家中外知名企业参展，展览总面积超过36万平方米， 其中汽车科技与供应链展区达到10万平方米。展出车辆1366台，其中新能源车型占比超过七成，创下历 届之最。 与此同时，德系车企也在积极应变，正通过更"充分"的本土化战略，应对中国市场竞争格局的持续演 变。 例如，大众集团展出了首 ...

Core Viewpoint - BMW China is embracing local AI technology by integrating DeepSeek, marking a significant step in its digital transformation strategy and enhancing its AI capabilities in the Chinese market [1][3][6] Group 1: BMW's AI Integration - BMW has announced the integration of DeepSeek into its operations, which will enhance the BMW Intelligent Personal Assistant and improve human-machine interaction in new models starting from Q3 2025 [1][2] - The collaboration with DeepSeek follows BMW's earlier partnership with Alibaba to develop AI language models, showcasing BMW's commitment to local AI ecosystem development [1][3] Group 2: Strategic Importance of Local AI - This move signifies BMW's recognition of the importance of local AI technologies and its willingness to adapt to the rapidly evolving Chinese automotive market [3][4] - BMW's previous initiatives, such as the launch of a 360-degree AI strategy and the development of intelligent systems like "Car Expert" and "Travel Companion," reflect its ongoing efforts to enhance its smart vehicle offerings [3][4] Group 3: Challenges and Opportunities - Despite its historical strengths in manufacturing and brand image, BMW faces challenges in keeping pace with the increasing demand for smart and connected vehicles [4][5] - The partnership with DeepSeek is seen as a strategic decision to accelerate BMW's digital transformation and leverage the advanced technologies and innovative models from Chinese tech companies [4][6]

点击图片▲立即抢购 对话 / 齐普策 × 吴晓波 整理 / 巴九灵（微信公众号：吴晓波频道） 对深耕中国企业史多年的吴老师而言，宝马在中国的发展历程是部浓缩的改革开放史，更令他好奇的，是这家处于浪潮之巅的百年企业，将如何在 中国的下一个三十年谱写新篇章。 近一个月来，齐普策三次来到中国，参加中国发展高层论坛，与最高领导人会面，在上海车展上携两款 BMW 新世代概念车以及多项新世代首创 技术亮相。他还宣布，未来宝马将接入 DeepSeek 、引入华为鸿蒙生态，还将与阿里巴巴深化战略合作，推动 AI 大语言模型 " 上车 " 等等。 多年前， 宝马提出 " 家在中国 " 战略，温情中又带着深耕中国的决意，吴老师则用 " 慢思考 " 与 " 快进化 " 来形容宝马是如何将德国的精密制 造和严谨、坚持责任感的企业价值观，融入到快速迭代的中国式进化之中。 实际上，随着新崛起的中国汽车进入深水区，从白热化的知名度竞争转向品牌与服务的比拼，从开拓中国市场到 " 生而全球 " ，这家成立 109 年，所能带给我们的启发还有很多很多。 正如齐普策在对话中所言： "109 岁意味着我们知道如何创新，知道如何负责任地创新 "" 宝 ...

Core Viewpoint - The automotive industry is likened to a triathlon rather than a sprint, emphasizing the importance of integrating various advantages to succeed in the market [1] Group 1: Innovation and Technology - BMW showcased three new generation concept cars at the 2025 Shanghai International Auto Show, highlighting advancements in electrification and digitalization [1] - The new generation represents a significant leap in design, technology, and philosophy, featuring a new design language, advanced electronic architecture, and next-generation powertrain and battery technology [2] - BMW's strategy emphasizes local innovation in China, with the first domestically produced new generation models set to roll off the production line in Shenyang starting in 2026 [2] Group 2: Collaboration and Market Strategy - BMW is deepening partnerships with leading Chinese tech companies, focusing on AI and cloud interaction capabilities [3] - Recent collaborations include partnerships with Alibaba to integrate AI language models and with Huawei to enhance the smart experience through the HarmonyOS ecosystem [3] - BMW's strategy of "In China, for China" reflects the importance of the Chinese market as the largest automotive market globally [2][3] Group 3: Safety and Customer Focus - The company prioritizes safety in its innovation process, ensuring that new technologies are reliable and secure for users [4][5] - BMW emphasizes the importance of traditional values such as safety, product quality, and brand integrity, which are seen as its competitive advantages [5] - The company believes that true innovation involves not just the invention of new technologies but their correct application to minimize risks [5] Group 4: Future Outlook - BMW aims to accelerate innovation in China, leveraging its strong local R&D capabilities and deepened local partnerships to provide smarter, more convenient, and sustainable mobility solutions [5] - The company is committed to setting new benchmarks for the global automotive industry through its advancements and local strategies [5]

出品丨虎嗅汽车组 作者丨肖漫 头图丨宝马官方 去年，宝马研发投入达到91亿欧元，创历史新高。据宝马称，大部分的研发资源和技术成果都将倾注在宝马明年将在中国量产的"新世代车型"。 新世代是宝马CEO齐普策定义的宝马公司转型的第三阶段。 转型方案的第一步是 i 品牌所代表的"Project i项目"，第二阶段始于同一款车型上推出搭载不同驱动技术的产品，提供多元的动力选择，在前两个阶 段，宝马的转型还不够彻底，一些车型还是"油改电"，智能化做得也不好，但新世代车型会搭载宝马过去几年卧薪尝胆后做的全新技术和产品，呈现 一个全新面貌的宝马。 早在2021年，齐普策宣布2.0版"三步走"转型方案时就这么说："对我们来说，'新世代'构成了彻底重新思考汽车的核心……以电动出行为先的原则，我 们正在革新产品的基本逻辑，并将其与全新的汽车架构相结合。" 今年上海车展，新世代首发亮相驾趣概念车，这也是我们第一次足以近距离探视宝马未来的底牌。 宝马亮剑 在车展亮相前，宝马就以一场动态驾控秀展现了宝马新世代概念车的性能，直接上演54°的极限爬坡挑战。 对于智能座舱，宝马认为，智能人机交互不是将过度的数码电子化产品塞进车内，不是车里的屏 ...

Core Insights - BMW, in collaboration with Alibaba, launched two AI-driven assistants, "Car Genius" and "Travel Companion," at the Shanghai Auto Show, marking a significant step in their AI strategy [1][3] - The AI assistants are based on Alibaba's extensive language model and are designed to enhance user experience by integrating insights from over 6 million Chinese users [3] - The new generation of BMW vehicles will feature a 20-fold increase in computing power, focusing on driving pleasure, intuitive interaction, and immersive entertainment [3][7] Group 1 - The AI assistants aim to empower users by providing emotional awareness and proactive support during travel [3][5] - "Car Genius" offers real-time vehicle information and driving habit reminders, while "Travel Companion" assists with complex travel planning and personalized route suggestions [5][7] - The new generation models incorporate advanced electronic architecture and innovative technologies, including the panoramic iDrive and a revolutionary cylindrical battery [8] Group 2 - BMW's AI integration represents a major leap in design, technology, and brand philosophy, defining the future of the BMW brand and its next-generation vehicles [3][7] - The AI assistants achieve a high recognition and wake-up rate of 99%, ensuring a seamless interaction experience for users [3][5] - The focus on intelligent, human-centric, and responsible luxury travel is a key aspect of BMW's vision for the future [7][8]

Core Insights - BMW has reached a record high of €9.1 billion in R&D investment, focusing on the "new generation models" set to be mass-produced in China next year [1] - The "new generation" represents the third phase of BMW's transformation strategy, which aims to rethink the core of automotive design with an emphasis on electric mobility [2][11] - The company is facing significant challenges in the Chinese market, with a 17.2% year-on-year decline in sales, indicating a need for strategic adjustments to regain market share [12] Group 1: Transformation Strategy - The transformation strategy consists of three phases: the initial "Project i" for electric vehicles, followed by models with diverse powertrains, and culminating in the new generation models that incorporate advanced technologies [1][2] - The new generation concept car features a distributed four-motor system capable of delivering 18,000 Nm of wheel torque, enhancing performance and stability [8] - BMW's approach to intelligent cockpit design emphasizes a balance between physical controls and digital displays, aiming to improve driver focus and interaction [10][11] Group 2: Market Position and Challenges - BMW's sales in China have been significantly impacted, with the company selling 155,000 vehicles in Q1, marking a 17.2% decline, making it the largest single market for sales drop [12] - The luxury car market in China is increasingly competitive, with local brands redefining luxury standards through advanced technology and features [12][16] - BMW's strategy to counteract these challenges includes a "car sea" tactic, planning to launch over 40 new models globally in the next three years to cover various market segments [12][16] Group 3: Localization and Technology Integration - BMW is focusing on deep localization in China, incorporating mainstream technology solutions and collaborating with local firms for software and battery development [16] - The company has established three software companies in China to enhance vehicle software development and customer experience [16] - BMW's new generation operating system X has 70% of its source code developed and optimized in China, reflecting a commitment to local market needs [16]