BBA为啥集体为内燃机续命

Core Viewpoint - Major automotive companies, particularly BBA (BMW, Mercedes-Benz, Audi), are slowing down their electrification plans and extending the lifespan of internal combustion engine (ICE) vehicles due to varying global market conditions and financial pressures [4][10][12]. Group 1: Company Strategies - Audi's CEO confirmed the withdrawal of the previous plan to stop developing ICE vehicles by 2026 and to cease selling them by 2033, stating that there will no longer be a clear timeline for this transition [4][6]. - Mercedes-Benz has also adjusted its electrification strategy, indicating that ICE vehicles will remain in production longer than initially planned, with a focus on a dual approach of both electric and ICE vehicles [6][7]. - BMW emphasizes a "technology openness" strategy, continuing to invest in ICE and hybrid technologies while adapting to global market demands [5][12]. Group 2: Market Conditions - The Chinese market for new energy vehicles (NEVs) is growing rapidly, with a market share exceeding 50% for five consecutive months in the second half of 2024, while the European market shows weaker demand for electric vehicles [9][10]. - In North America, the electrification process has slowed significantly, particularly with the potential rollback of electric vehicle incentives under a new political climate [9][10]. Group 3: Financial Pressures - In 2024, all three major luxury brands (Mercedes-Benz, BMW, Audi) experienced a decline in global sales, with Audi facing the largest drop at 11.8%, leading to a historic low in operating profit margin [12][13]. - Volkswagen Group, Audi's parent company, reported a 30.6% decline in net profit, prompting a reassessment of resource allocation among its brands [12][13]. - BMW and Mercedes-Benz also reported significant drops in net profit, with BMW down 26.4% and Mercedes-Benz down 43% in the first quarter of 2024 [12][13].