宝马Q1息税前利润同比暴跌23%，维持盈利指引不变，称部分汽车关税将是暂时的

Group 1 - The core viewpoint of the article highlights that BMW's revenue and profit have both declined, with expectations that tariffs will significantly impact the second quarter performance [1][3]. Group 2 - Key financial data shows that Q1 revenue fell by 7.8% year-on-year to €33.76 billion, below market expectations of €35.14 billion; automotive business revenue decreased by 5.6% to €29.21 billion, also missing the forecast of €30.15 billion [2]. - Net profit for Q1 was €2.173 billion, a decline of 26.4%, while EBIT plummeted by 23% to €3.14 billion, compared to the expected €2.82 billion [2]. - Global delivery volume in Q1 was 586,117 units, a slight decrease of 1.4%, falling short of analyst expectations of 594,537 units; particularly, sales in the Chinese market dropped by 17%, marking the worst Q1 performance since 2020 [2]. Group 3 - The uncertainty from tariff policies is expected to significantly affect Q2 performance; however, electric vehicles provided a positive note with overall sales increasing by 32%, and a 64% growth in the European market [3]. - BMW maintains its full-year financial guidance, predicting an EBIT margin for automotive business between 5% and 7%, supported by stable demand for high-end models [3]. - The CEO of BMW indicated that U.S. tariff policies could lead to a loss of approximately €1 billion this year, prompting considerations to increase shifts at the Spartanburg plant in South Carolina to mitigate impacts [3].