Group 1: Market Dynamics - The "BBA" brands (Benz, BMW, Audi) are re-entering consumer focus amid a product-scarce era, with domestic brands achieving a market share of 60% in 2024 [1] - The penetration rate of L2 and above advanced driver assistance systems (ADAS) in new energy vehicles in China has exceeded 60% as of Q1 2025, leading globally [1] - Concerns over safety and quality have emerged among consumers regarding new technologies, prompting traditional luxury brands to regain visibility in the market [1] Group 2: Traditional Luxury Brands' Response - Traditional luxury brands like "BBA" are facing a development cycle of 3-5 years for new vehicles, which has temporarily placed them behind in terms of smart technology [2] - At the Shanghai Auto Show, "BBA" brands launched new models and showcased advancements in smart technology to catch up with domestic brands [2] Group 3: Mercedes-Benz Innovations - Mercedes-Benz introduced several new models, including the pure electric CLA long-wheelbase version, which is touted as their "smartest" vehicle to date [3] - The CLA features advanced driver assistance capabilities developed in collaboration with Momenta, enabling full-scenario assistance from parking to complex road conditions [3] - The CLA is equipped with the self-developed MB.OS operating system, enhancing user experience with improved voice recognition and AI capabilities [4] Group 4: Performance Metrics of Mercedes-Benz - The CLA achieves a CLTC range of 866 kilometers with an 85 kWh battery, and a power consumption of only 10.9 kWh per 100 kilometers, despite weighing over 2.1 tons [5] - The vehicle's two-speed transmission system is a key innovation, allowing for significant battery savings and cost reductions [5] - The complexity of the two-speed transmission system requires extensive R&D and testing, which is a strength for Mercedes-Benz given its history in system engineering [7] Group 5: BMW's Focus on Driving Experience - BMW is prioritizing cockpit technology and driving dynamics, collaborating with Alibaba to integrate AI models into new generation vehicles [9] - The new cockpit design features a large projection screen and a tilted central control screen, enhancing user interaction while maintaining a focus on driving performance [10] - BMW's new generation concept car demonstrated advanced capabilities, including a distributed four-motor system and a significant increase in computational speed for vehicle dynamics [10][11] Group 6: Competitive Landscape - The competition between domestic brands and traditional luxury brands is intensifying, with both sides aiming for a balance between smart technology and quality [12] - The advancements from "BBA" brands serve as a reminder of their enduring advantages, while domestic brands continue to excel in product offerings and cost-effectiveness [12]
在上海车展，奔驰、宝马发起反击战