MINI品牌展台以7款个性车型诠释"迷你至简"设计哲学，电动MINI COOPER PAUL SMITH设计师款完 成中国首秀。此外，全新电动MINI JCW蒙特卡洛之夜60周年纪念版与首次亮相的流光银色燃油MINI COOPER三门版也同步展出，后者将于下月限量发售。 本次车展的技术亮点集中在BMW新世代技术集群的首次同台展示。其中，宝马自主研发的"驾控超级大 脑"将动力传动、制动、充电等核心功能集成于中央控制单元，可在1毫秒内响应驾驶意图，该技术已获 评"全球新能源汽车创新技术"。与Momenta联合开发的中国专属智能辅助驾驶解决方案，采用端到端大 模型技术，经过上亿公里仿真与道路验证，将首搭国产新世代BMW iX3。 新世代电驱系统搭载宝马独有4695大圆柱电芯，能量密度提升20%，配合800V高压平台，使国产新世 代BMW iX3 CLTC综合续航突破900公里，10分钟可补能400公里。超感智能座舱则以"视觉锥"理念排布 四大交互界面，集成中国专属操作系统X，融入BAVA形象、本土地标卡通图标、DeepSeek语音助理及 HUAWEI HiCar互联功能，优化人车交互体验。 宝马集团大中华区总裁兼首 ...

Core Insights - BMW's sales in China continue to decline, exacerbated by tariff impacts, with a reported 15.5% drop in the first half of the year [2][3][7] Financial Performance - In the first half of 2025, BMW's global sales exceeded 1.2 million units, a slight decrease of 0.5% year-on-year [1] - Revenue for the first half of the year was €67.685 billion, down 8% year-on-year, while net profit fell by 29% to €4.015 billion [2] - The EBIT margin for the automotive business decreased by 2.4 percentage points to 6.2% [2] Market Performance - The Chinese market was the largest single market decline for BMW, with deliveries dropping to 318,000 units [2][7] - Despite overall declines, BMW's electric vehicle sales rose, with over 220,000 pure electric vehicles delivered, a 15.7% increase year-on-year [4] - In Europe, BMW's electric vehicle penetration rate reached 34.8%, with a market share close to 40% in the first half of the year [5] Strategic Initiatives - BMW is focusing on electric vehicle development, investing over €4 billion in R&D for new generation technologies and the Neue Klasse platform [6] - The company plans to launch 40 new models by 2027, emphasizing electric vehicles [6] - BMW is collaborating with local Chinese suppliers to enhance its technology offerings and adapt to local market demands [9] Challenges and Outlook - Tariff pressures are expected to continue affecting BMW's profitability, with a projected EBIT margin decline of approximately 1.25% for 2025 [9][10] - Competition from local Chinese brands is intensifying, with expectations of continued sales declines in the Chinese market [11]

Core Insights - BMW Group demonstrates strong resilience in the global automotive market amid a complex international trade environment, with over 1.2 million vehicles sold in the first half of 2025, maintaining sales levels compared to the previous year, and over 26% of sales coming from new energy vehicles [1][4] Group 1: Sales Performance - BMW's global sales are supported by the collaborative efforts of various brands, with the BMW M brand achieving record sales of over 106,000 units in the first half of the year, a 6.5% increase year-on-year [2] - MINI brand sales grew by over 17%, with more than 34.3% of its sales coming from electric models, highlighting the success of its electrification strategy [2][5] - Rolls-Royce, as a luxury brand under BMW, saw a 9.4% increase in deliveries in the second quarter, reflecting stable demand in the ultra-luxury car market [2] Group 2: Electrification Strategy - BMW's electrification strategy shows significant results, with electric vehicle sales (including BEV/PHEV) increasing by 18.6% year-on-year, accounting for over 26% of total sales [4] - The total sales of pure electric vehicles surpassed 1.5 million units since the launch of the i3 in 2013, solidifying BMW's leadership in the electric luxury vehicle segment [4] Group 3: R&D Investment - In the first half of 2025, BMW invested over €4 billion in R&D, focusing on the new generation technology cluster to support the upcoming launch of the new generation iX3 and other models [6] - The new generation technology cluster encompasses cutting-edge technologies in electrification, intelligence, and connectivity, aimed at enhancing product competitiveness [6] Group 4: Localization Strategy - Starting in 2026, the first domestically produced new generation models will roll off the production line in Shenyang, reflecting BMW's commitment to the Chinese market [1][7] - BMW's "In China, For China" strategy emphasizes deep integration into the local market, enhancing local production capabilities and reducing delivery times [6][7]

Group 1 - BMW Group reported stable global sales in the first half of 2025, with over 1.2 million units sold, maintaining year-on-year levels despite a complex international trade environment [1] - The high-end and personalized brands, including BMW M, Rolls-Royce, and MINI, showed strong performance, with BMW M achieving a record sales figure of over 106,000 units, a 6.5% increase year-on-year [1] - The chairman of BMW Group emphasized the company's resilience based on three pillars: global presence, innovation capabilities, and attractive product offerings [1] Group 2 - BMW Group's electric vehicle sales (including BEV/PHEV) grew by 18.6% year-on-year, accounting for over 25% of total sales in the first half of 2025 [2] - MINI brand emerged as a benchmark for electrification, with pure electric models making up 34.3% of its sales, contributing to a 17.4% increase in global sales [2] - The company invested over €4 billion in R&D focused on new generation technology clusters, preparing for the launch of over 40 new and updated models by 2027 [2]