以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 奔驰将加强智能和本土化研发，坚持豪华特性，应对中国市场变化和挑战。 文丨龚方毅 编辑丨黄俊杰 在市场不景气的时候维持定价甚至做更贵的车，是奢侈品牌的惯用战略。根据三方统计，今年奔驰 S 级、 奔驰 GLS 等高端车型的终端折扣率控制在 10% 左右，比宝马、奥迪同级别车型的折扣低一半。 "目前的市场确实存在一些挑战，对豪华品牌来说也是如此。面对整体市场环境，每家企业都必须要有应 对的策略。" 梅赛德斯-奔驰董事会主席兼 CEO 康林松（Ola Källenius）在 9 月初的见面会上对我们 说。"我们的计划非常简单，就是始终要去满足客户对梅赛德斯-奔驰的期许和需求。" 康林松说，奔驰一方面正投入更多资源，提高包括智驾系统和车机系统在内的车辆智能化水平，另一方面 也会在设计细节以及车辆安全、驾乘舒适感等方面，体现公司一直以来坚持的豪华特性。 据梅赛德斯-奔驰的计划，他们会和中国合作伙伴对乘用车（如轿车、SUV）和轻型商用车（如 MPV）业 务，分别投资超过 100 亿元和 40 ...

淘宝开放微信支付，预计月底上线 奔驰进一步加注中国，宣布超 140 亿元投资计划 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 消费者在淘宝购物选择微信支付时，仍需先跳转至微信，付完款后再跳回淘宝，而支付宝支付可以直 接在淘宝应用内完成。双方合作还有很多可以优化的环节，比如目前将淘宝商品分享到微信私聊窗 口，仍只是一段带网址的文字。 相关谈判半年前由淘宝主动发起，涉及技术、安全、法务等多个部门，双方业务核心高管沟通并体验 了使用流程。 淘宝与微信支付的打通将终结双方 11 年前起的相互屏蔽。当时淘宝购物链接被微信屏蔽，两家公司 各个业务互相竞争，并通过投资和并购扩大战场，衍生出的 "阿里系" 和 "腾讯系" 在几乎每个领域交 锋。 新的变化也意味着中国最大的互联网公司们摒弃了自我闭环、赢家通吃的思维，转而将选择权留给用 户。同一天，美团两大核心业务外卖和酒店入驻支付宝小程序，美团团购的支付宝小程序也将于近日 上线。去年开始，腾讯和字节全面恢复商务合作，旗下产品去对方的平台打广告。 淘宝开放微信支付，预计月底上线 淘天集团今日宣布新增微信支付功能。据我们了解，淘宝将和所有商家签约，预计 9 月底正式上 ...

Mercedes-Benz Group AG (OTCPK:MBGAF) Q2 2024 Results Conference Call July 26, 2024 2:00 AM ET Company Participants Steffen Hoffmann - Head of Investor Relations & Treasury Ola Kallenius - Chairman of the Management Board & CEO Harald Wilhelm - Chief Financial Officer Conference Call Participants Tim Rokossa - Deutsche Bank Stephen Reitman - Bernstein Patrick Hummel - UBS George Galliers - Goldman Sachs Jose Asumendi - JPMorgan Philippe Houchois - Jefferies Tom Narayan - RBC Steffen Hoffmann Good morning, la ...

上一人人人人人 "人"人人人人人" ( x " x " x " x " x Fixed Income Presentation 上一人 上一篇： 上一篇： 2 * 2 Q1 2024 上十八十八十八十八十八十八十八十 Mercedes-Benz Group AG 2020 2012 202 202 202 x * " 人" 人" 人" 人" 人" " " " " " 大 " 大 " " " " " " " " " " at a the first and the first for the form of the for Mercedes-Benz AGENDA I. Mercedes-Benz Group Review Q1 2024 Fixed Income Presentation Q1 2024 2 II. Divisional Review Q1 2024 III. Outlook FY 2024 IV. Funding V. Sustainability VI. Luxury VII. Operating System Mercedes-Benz Group: Key figures Revenu ...

Mercedes-Benz Group AG (OTCPK:MBGAF) Q1 2024 Earnings Conference Call April 30, 2024 2:00 AM ET Company Participants Steffen Hoffmann - Head, Investor Relations & Treasury Harald Wilhelm - Chief Financial Officer Conference Call Participants Tim Rokossa - Deutsche Bank George Galliers - Goldman Sachs Stephen Reitman - Bernstein Societe Generale José Asumendi - JPMorgan Philippe Houchois - Jefferies Henning Cosman - Barclays Horst Schneider - Bank of America Operator Welcome to the Global Conference Call of ...

With new car prices finally softening after the last five years, 2024 could see increased demand from car buyers. For consumers, the average price of a new vehicle in the United States fell 1.2% this January compared to last year. The prices of used cars are also cooling off, as the average price has dropped 3% from a year ago and 12% from its April 2022 peak.At a glance, while this trend may seem concerning for investors in the automobile market, it’s actually beneficial. As new vehicles become more access ...

Mercedes-Benz Group AG (OTCPK:MBGAF) Q4 2023 Earnings Conference Call February 22, 2024 4:30 AM ET Company Participants Steffen Hoffmann - Head of IR and Treasury Harald Wilhelm - CFO Ola Kallenius - CEO Conference Call Participants Tim Rokossa - Deutsche Bank George Galliers - Goldman Sachs Group Daniel Roeska - Bernstein Patrick Hummel - UBS Jose Asumendi - J.P. Morgan Stephen Reitman - Societe Generale Horst Schneider - Bank of America Michael Raab - Kepler Mike Tyndall - HSBC Henning Cosman - Barclays H ...

Financial Data and Key Metrics Changes - The company reported stable revenues with group EBIT at 4.8% and solid cash flow at 2.3% [8][17] - Year-to-date revenues increased by 3%, while average selling price (ASP) remained almost flat year-over-year [17] - The net income level (NIL) reached 28.5, up from 26 at the beginning of the quarter [32] Business Line Data and Key Metrics Changes - Car sales totaled 511,000 units in Q3, a 2% increase year-to-date, but a 5% volume loss in the quarter due to supply constraints [11][12] - The Maybach sales increased by 26% and E-Class sales rose by 11% in the quarter [8] - The electric vehicle (EV) share reached 20% on the battery electric vehicle (BEV) side, with a 66% increase in EV sales [15] Market Data and Key Metrics Changes - Sales in China were lower year-on-year, but there was a positive quarter-over-quarter trend [12] - The S-Class maintained over 50% market share in China, with a 9% year-over-year increase [14] - The company ranked number one in customer experience satisfaction in China according to J.D. POWER [16] Company Strategy and Development Direction - The company is focusing on value over volume in a competitive market, particularly in the top-end segment [12] - The GLC and E-Class ramp-up is constrained by 48-volt supply issues, impacting overall sales [35] - The company aims to maintain its leadership position in the top-end segment while navigating supply chain challenges [39] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a subdued market environment with intensified competition and high inflation [7] - The company expects to continue facing supply chain-related costs and inflationary pressures in the near term [45][58] - Despite challenges, management remains optimistic about sales recovery in 2024, particularly for the GLC and E-Class [44][51] Other Important Information - The company confirmed its full-year guidance for return on sales adjusted at 12% to 14%, now leaning towards the lower half of this range [36] - The company is progressing well with its share buyback program, having repurchased approximately €1.3 billion worth of shares [32] Q&A Session Summary Question: Will the 48-volt supply issues provide volume catch-up opportunities in 2024? - Management expects positive momentum from the ramp-up of GLC and E-Class in 2024, which should support sales and margin evolution [44] Question: What does the current environment mean for 2024 margins and cash allocation? - Management indicated that while the EV space is competitive, they are confident in maintaining margins and will continue to evaluate capital allocation strategies [49][52] Question: How much of the Q3 issues are short-term glitches versus ongoing challenges? - Management clarified that supply chain-related costs are the main reason for margin evolution in Q3, and they expect elevated costs to continue into Q4 [57] Question: What is the outlook for order intake and inventory levels? - Order intake is trending positively, particularly for GLC e-cars, and management expects to see momentum in order intake once supply constraints are resolved [74] Question: How is the agency model impacting pricing and dealer satisfaction? - Management reported favorable impacts from the agency model on pricing and net pricing, contributing positively to margin performance [78]

Willkommen | Welcome Capital Market Presentation Q2 2023 Mercedes-Benz Group AG Stuttgart, July 27, 2023 Internal Review Q2 2023 Internal Mercedes-Benz Group: Key figures Revenue in billion euros Q2 2022 Q2 2023 36.4 38.2 +5% EBIT in billion euros Q2 2022 Q2 2023 4.6 5.0 +8% EBIT adj. in billion euros Q2 2022 Q2 2023 4.9 5.2 +6% Free Cash Flow (IB) in billion euros Net Industrial Liquidity in billion euros Q2 2022 Q2 2023 1.4 3.4 +137% 26.6 25.8 -3% 12/31/2022 06/30/2023 3 Internal Mercedes-Benz Cars: Key m ...

Mercedes-Benz Group AG (OTCPK:MBGAF) Q2 2023 Earnings Conference Call July 27, 2023 2:00 AM ET Company Participants Steffen Hoffmann - Head of Investor Relations and Treasury Ola Källenius - Chief Executive Officer Harald Wilhelm - Chief Financial Officer Conference Call Participants George Galliers - Goldman Sachs Group Daniel Roeska - Sanford C. Bernstein & Co. Tim Rokossa - Deutsche Bank AG Jose Asumendi - JPMorgan Chase & Co. Horst Schneider - Bank of America Merrill Lynch Operator Welcome to the Global ...