Ferrari(US:RACE) Mei Ri Jing Ji Xin Wen·2025-09-04 23:05Group 1 - BMW Group announced the global debut of its first mass-produced model, the BMW iX3, on September 5, with a China-exclusive version set to be unveiled later this year and production starting in 2026 [1] - The launch of the BMW iX3 highlights the acceleration of BMW's electrification strategy, potentially strengthening its competitive position in the high-end electric vehicle market [1] - The electric vehicle transition in the automotive industry is becoming clearer, which may boost market confidence in advanced manufacturing and technology integration sectors [1] Group 2 - Ferrari appointed Dr. Jan Hendrik Voss as the new president of Greater China, effective September 2025, emphasizing the brand's strategic focus on the Chinese market [2] - Dr. Voss's extensive global management experience is expected to enhance Ferrari's brand operations and market strategy in China, solidifying its position in the ultra-luxury segment [2] - This appointment reflects international companies' long-term optimism about China's consumer potential, potentially boosting market confidence in the consumption upgrade theme [2] Group 3 - Mercedes-Benz announced significant progress in the development of its first model based on the VAN.EA electric architecture, the Mercedes-Benz VLE, set to launch in 2026 [3] - The VLE aims to meet diverse needs from family to business, marking a new era for Mercedes-Benz in the electric MPV market [3] - The advancements in the VLE's development are likely to positively impact the electric vehicle supply chain, particularly for battery systems, lightweight materials, and smart cockpit suppliers [3] Group 4 - Proton Holdings, backed by Geely, has commenced production at Malaysia's first complete electric vehicle factory, with an investment of 82 million ringgit (approximately 139 million yuan) and an initial capacity of 20,000 units per year [4] - This factory represents a significant breakthrough in Geely's electrification strategy in Southeast Asia, enhancing its global footprint [4] - The penetration rate of electric vehicles in Southeast Asia is expected to accelerate, increasing attention on related sectors such as lithium batteries and charging infrastructure [4]