Core Viewpoint - Morgan Stanley's research report indicates that BMW China will reduce suggested retail prices by 10% to 20% for certain imported models starting January 1, 2023, primarily affecting the 7 Series, 6 Series, M Series, and i Series electric vehicles [1] Group 1: Price Adjustment Impact - The price reduction is not aimed at initiating price competition, as BMW China's dealers have been offering discounts significantly below the suggested retail prices for some time [1] - Despite the suggested retail price decrease, actual transaction prices are expected to remain largely unchanged [1] Group 2: Dealer Benefits - Dealers such as Yongda Automotive, Zhongsheng Holdings, and Meidong Automotive are anticipated to benefit slightly from the price adjustments [1] - The lower suggested retail prices will allow dealers to enjoy reduced procurement costs, potentially enhancing their gross margins on new car sales [1] - However, future rebates received by dealers may decrease, as the rebate amounts are determined by the manufacturer [1]
大行评级｜大摩：宝马中国下调建议零售价 经销商短期将轻微受惠
Ge Long Hui·2026-01-05 08:17