宝马新世代首款量产车9月5日首发；杨跃思出任法拉利大中华区总裁

Group 1: BMW iX3 Launch - 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 within the year and local production planned for 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] - This move is expected to drive demand for supply chain components, particularly in battery technology and intelligent driving parts, enhancing market focus on the new energy vehicle sector [1] Group 2: Ferrari's New President - Ferrari appointed Dr. Jan Hendrik Voss as the new President for Greater China, effective September 2025, emphasizing the brand's strategic focus on the Chinese market [2] - Dr. Voss's extensive global management experience is anticipated 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 regarding China's consumer potential, likely boosting market confidence in the consumption upgrade theme [2] Group 3: Mercedes-Benz VLE Development - Mercedes-Benz announced that its first model based on the VAN.EA electric architecture, the VLE, will be launched in 2026, catering to diverse needs from family to business [3] - The VLE prototype has successfully completed a key development phase, showing strong performance in aerodynamic validation and energy efficiency tests [3] - This development marks a significant step in Mercedes-Benz's deepening commitment to electric mobility, potentially benefiting the supply chain, especially in battery systems and lightweight materials [3] Group 4: Proton's Electric Vehicle Factory - 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 substantial breakthrough in Geely's electrification strategy in Southeast Asia, enhancing its global footprint and providing new momentum for China's new energy vehicle industry [4] - The move is expected to accelerate the penetration of electric vehicles in the Southeast Asian market, increasing attention on related sectors such as lithium batteries and charging infrastructure [4]