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湍流中的裁员,关税影响和中国市场
汽车商业评论· 2025-05-10 15:05
Core Viewpoint - Bosch Group achieved a challenging performance in the 2024 fiscal year, with a sales revenue of €90.3 billion, a year-on-year decrease of 1.4%, and an EBIT margin dropping from 5.3% to 3.5% [4][6]. Group 1: Financial Performance - The automotive sector remains Bosch's largest segment, generating sales of €55.8 billion, maintaining the previous year's level [4]. - The home appliance business grew by 1.6% to €20.3 billion, while energy and building technology fell by 2.7% to €7.5 billion, and machinery and manufacturing saw the largest decline of 13% to €6.4 billion [4]. - In China, Bosch's sales reached ¥142.7 billion, a year-on-year increase of 2.7%, contributing 20% to the overall sales [6]. Group 2: Strategic Focus and Market Position - Bosch's Chairman emphasized the importance of the Chinese market, stating that without entering China, it is difficult to establish a foothold in the automotive supply industry [6]. - The company plans to invest approximately ¥6 billion in China in 2024, with cumulative investments exceeding ¥60 billion over the past decade [6]. - Bosch aims to become one of the top three suppliers in core markets within the next five years [8]. Group 3: Future Outlook and Challenges - Bosch anticipates a 1%-3% natural growth in sales for the 2025 fiscal year, with a significant improvement in EBIT margin expected by 2026 [12]. - The company is implementing structural and personnel adjustments to enhance competitiveness, with a projected reduction in global employee numbers [13]. - Bosch views electric mobility, hydrogen energy, and software-defined vehicles as key growth drivers in the smart mobility sector [15]. Group 4: Technological Development and Innovation - Bosch has supplied over 17 million powertrain components for electric and hybrid vehicles, including 5.5 million electric motors [18]. - The company is focusing on hydrogen internal combustion engines as a significant future technology, despite current market demand challenges [19]. - Bosch is actively developing advanced driver assistance systems (ADAS) and aims to capture a significant share in urban driving assistance [21][24]. Group 5: Impact of Geopolitical Factors - The impact of the U.S.-China trade war on Bosch's operations in China is relatively minor, as most products are locally sourced and produced [26]. - Bosch is increasing R&D investments in China to support local product development and procurement [26]. - The company has established a commercial vehicle group in China, focusing on traditional and emerging technologies [27].
在上海车展,奔驰、宝马发起反击战
3 6 Ke· 2025-04-29 05:11
Group 1: Market Dynamics - The "BBA" brands (Benz, BMW, Audi) are re-entering consumer focus amid a product-scarce era, with domestic brands achieving a market share of 60% in 2024 [1] - The penetration rate of L2 and above advanced driver assistance systems (ADAS) in new energy vehicles in China has exceeded 60% as of Q1 2025, leading globally [1] - Concerns over safety and quality have emerged among consumers regarding new technologies, prompting traditional luxury brands to regain visibility in the market [1] Group 2: Traditional Luxury Brands' Response - Traditional luxury brands like "BBA" are facing a development cycle of 3-5 years for new vehicles, which has temporarily placed them behind in terms of smart technology [2] - At the Shanghai Auto Show, "BBA" brands launched new models and showcased advancements in smart technology to catch up with domestic brands [2] Group 3: Mercedes-Benz Innovations - Mercedes-Benz introduced several new models, including the pure electric CLA long-wheelbase version, which is touted as their "smartest" vehicle to date [3] - The CLA features advanced driver assistance capabilities developed in collaboration with Momenta, enabling full-scenario assistance from parking to complex road conditions [3] - The CLA is equipped with the self-developed MB.OS operating system, enhancing user experience with improved voice recognition and AI capabilities [4] Group 4: Performance Metrics of Mercedes-Benz - The CLA achieves a CLTC range of 866 kilometers with an 85 kWh battery, and a power consumption of only 10.9 kWh per 100 kilometers, despite weighing over 2.1 tons [5] - The vehicle's two-speed transmission system is a key innovation, allowing for significant battery savings and cost reductions [5] - The complexity of the two-speed transmission system requires extensive R&D and testing, which is a strength for Mercedes-Benz given its history in system engineering [7] Group 5: BMW's Focus on Driving Experience - BMW is prioritizing cockpit technology and driving dynamics, collaborating with Alibaba to integrate AI models into new generation vehicles [9] - The new cockpit design features a large projection screen and a tilted central control screen, enhancing user interaction while maintaining a focus on driving performance [10] - BMW's new generation concept car demonstrated advanced capabilities, including a distributed four-motor system and a significant increase in computational speed for vehicle dynamics [10][11] Group 6: Competitive Landscape - The competition between domestic brands and traditional luxury brands is intensifying, with both sides aiming for a balance between smart technology and quality [12] - The advancements from "BBA" brands serve as a reminder of their enduring advantages, while domestic brands continue to excel in product offerings and cost-effectiveness [12]
对话上汽奥迪谢施奇:从 A5L Sportback 开始,燃油新车都有高阶辅助驾驶
晚点Auto· 2025-04-18 14:54
晚一点,好一点 以下文章来源于晚点LatePost ,作者晚点团队 晚点LatePost . "不是所有油车,都能上华为智驾" 文 丨 王笑渔 中国汽车行业一度形成这样一个共识:燃油车做不了高阶辅助驾驶。 这主要是出于对燃油车操控响 应、电子电气架构设计上的不足的考量,认为其难以匹敌电动车的辅助驾驶表现。但从 2025 年开 始,上汽奥迪想通过与华为的合作打破这一局面。 上汽奥迪 A5L Sportback 是首款搭载华为乾崑智驾技术的燃油车,将于 2025 年上海车展上正式亮相 发布。新车将支持高速 NOA、城市 NOA 以及 AVP 泊车等辅助驾驶功能。 上汽奥迪营销事业副总经理谢施奇向我们独家透露,从 A5L Sportback 开始,上汽奥迪后续的燃油车 型都有望搭载高阶(组合)辅助驾驶。(下文以 "辅助驾驶" 代) 不是所有油车,都能上华为智驾 "我们与华为合作不是跟风",谢施奇告诉我们。在 2022 年初,上汽奥迪就与华为开始在辅助驾驶方 面开始合作。当时,上汽奥迪品牌成立才一年,首款车型 A7L 也刚上市不久,而华为的辅助驾驶方案 还没量产上车。 初代的上汽奥迪 A7L 当时就搭载了 1 颗激光 ...
对话上汽奥迪谢施奇:从 A5L Sportback 开始,燃油新车都有高阶辅助驾驶
晚点LatePost· 2025-04-18 06:36
"不是所有油车,都能上华为智驾" 文 丨 王笑渔 中国汽车行业一度形成这样一个共识:燃油车做不了高阶辅助驾驶。 这主要是出于对燃油车操控响 应、电子电气架构设计上的不足的考量,认为其难以匹敌电动车的辅助驾驶表现。但从 2025 年开 始,上汽奥迪想通过与华为的合作打破这一局面。 上汽奥迪 A5L Sportback 是首款搭载华为乾崑智驾技术的燃油车,将于 2025 年上海车展上正式亮相 发布。新车将支持高速 NOA、城市 NOA 以及 AVP 泊车等辅助驾驶功能。 上汽奥迪营销事业副总经理谢施奇向我们独家透露,从 A5L Sportback 开始,上汽奥迪后续的燃油车 型都有望搭载高阶(组合)辅助驾驶。(下文以 "辅助驾驶" 代) 不是所有油车,都能上华为智驾 "我们与华为合作不是跟风",谢施奇告诉我们。在 2022 年初,上汽奥迪就与华为开始在辅助驾驶方 面开始合作。当时,上汽奥迪品牌成立才一年,首款车型 A7L 也刚上市不久,而华为的辅助驾驶方案 还没量产上车。 初代的上汽奥迪 A7L 当时就搭载了 1 颗激光雷达,能实现 L2 级辅助驾驶能力。当能力再往上提升 时,以往的分布式电子电气架构,各系统独立 ...
对话上汽奥迪谢施奇:从 A5L Sportback 开始,燃油新车都有高阶辅助驾驶
晚点LatePost· 2025-04-18 06:36
"不是所有油车,都能上华为智驾" 文 丨 王笑渔 中国汽车行业一度形成这样一个共识:燃油车做不了高阶辅助驾驶。 这主要是出于对燃油车操控响 应、电子电气架构设计上的不足的考量,认为其难以匹敌电动车的辅助驾驶表现。但从 2025 年开 始,上汽奥迪想通过与华为的合作打破这一局面。 上汽奥迪 A5L Sportback 是首款搭载华为乾崑智驾技术的燃油车,将于 2025 年上海车展上正式亮相 发布。新车将支持高速 NOA、城市 NOA 以及 AVP 泊车等辅助驾驶功能。 上汽奥迪营销事业副总经理谢施奇向我们独家透露,从 A5L Sportback 开始,上汽奥迪后续的燃油车 型都有望搭载高阶(组合)辅助驾驶。(下文以 "辅助驾驶" 代) 不是所有油车,都能上华为智驾 "我们与华为合作不是跟风",谢施奇告诉我们。在 2022 年初,上汽奥迪就与华为开始在辅助驾驶方 面开始合作。当时,上汽奥迪品牌成立才一年,首款车型 A7L 也刚上市不久,而华为的辅助驾驶方案 还没量产上车。 初代的上汽奥迪 A7L 当时就搭载了 1 颗激光雷达,能实现 L2 级辅助驾驶能力。当能力再往上提升 时,以往的分布式电子电气架构,各系统独立 ...