2024年率先退出"价格战"的宝马，如今又带头"卷"起来了。 孙婉秋/摄 近日，宝马中国官宣，2026年1月1日起，对旗下31款主力车型调整官方指导价，覆盖轿车、SUV、电动及高性能全细分市场。其中，24款车型降幅超 10%，5款超20%，部分车型最高下调30余万元。 如此一来，宝马的入门门槛进一步下探，最低价车型——225L M运动套装降到了20.8万元。整体来看，宝马低于30万元的车型从3款增加到了到10 款，低于40万元的车也增加3款。 降幅最高的是紧凑型纯电SUV iX1，价格下降24%，指导价为22.8万元；降价最多的是旗舰车型i7 M70L，指导价从189.9万元直降30.1万元至159.8万 元，降幅为16%。 消息一经放出，"宝马官宣降价"等词条迅速登上热搜。 事实上，在此次调价前，宝马经销商们就已开始降价，试图以此撬动市场。 吴迪/摄 2025年6月，《国际金融报》记者走访上海宝马经销商门店时，发现多款车型就已卷入"价格战"。以三系为例，325Li车型裸车价从33.99万元降至20.7 万元。不止燃油车，彼时i3基础款裸车价从35.39万元降至17万元，降幅超50%。 降价背后是宝马在华市场 ...

Core Insights - The report highlights a significant increase in new car registrations in Hunan Province, with a total of 67,383 vehicles registered in November, of which 36,680 were new energy vehicles (NEVs), representing 54.44% of the total, up from 43.33% the previous month [1][4]. Group 1: New Car Registrations - In November, Hunan Province saw a total of 67,383 new car registrations, with 36,680 being new energy vehicles, marking a month-over-month increase [1]. - The city of Changsha led the province with 29,684 new car registrations, followed by Zhuzhou with 4,998 and Hengyang with 4,322 [4]. Group 2: New Energy Vehicle Market - The proportion of new energy vehicles in Hunan's total new car registrations rose significantly, with seven cities reporting NEV registration rates above 50% in November [4]. - Changsha recorded the highest NEV registration rate at 59.37%, followed by Xiangxi Autonomous Prefecture at 57.32% and Yueyang at 54.81% [4]. Group 3: Leading Models and Brands - The top-selling model in November was the Wuling Hongguang MINI with 2,708 registrations, followed by the Nissan Sylphy with 1,607 and the Xiaomi YU7 with 1,007 [5]. - Notably, BYD secured six positions in the top 16 new car registrations, indicating its strong market presence despite no single model making it to the top three [5][8]. Group 4: Regional Performance - In Changsha, the Xiaomi YU7 was the best-selling model with 998 registrations, while the Wuling Hongguang MINI followed with 867 [9]. - Traditional fuel vehicles like the Nissan Sylphy and Toyota Camry continue to show strong demand, with the Camry ranking sixth in the overall provincial new car registration list [8].

Domestic News - The Ministry of Transport and the Ministry of Emergency Management have jointly issued a regulation to ensure free passage for vehicles executing emergency rescue tasks, optimizing the process and enhancing information application levels [3] - Wuhan's 15th Five-Year Plan emphasizes the development of emerging industries, aiming to strengthen sectors like integrated circuits, new energy vehicles, and artificial intelligence, while establishing a world-class storage and computing industry base [4] - China FAW Group has signed a strategic cooperation agreement with the State Administration for Market Regulation to establish a new automotive chip certification and review system, promoting the modernization and internationalization of the automotive chip supply chain [5] - The first model of the new brand "Yijing," co-created by Dongfeng Motor and Huawei, is set to debut at the 2026 Beijing Auto Show, focusing on mid-to-high-end intelligent vehicles [6] - Changan Automobile has received the first official license plate for L3-level autonomous driving, marking the beginning of a new era in autonomous driving [7] - Xiaomi has obtained a road testing license for L3-level autonomous driving in Beijing, continuing regular testing on designated routes [8] - NIO's subsidiary, Ladao, announced a battery doubling plan, aiming to increase the number of new battery packs to over 8,000 by mid-January 2026, enhancing its battery swap network [9] - BYD's app has launched a home charging pile sharing service, facilitating charging assistance among BYD car owners in the same community [10] International News - Major AI companies, including Google and NVIDIA, have joined the U.S. government's "Genesis Project," aimed at promoting the application of emerging technologies in scientific exploration and energy projects [11] - Honda plans to launch an electric version of its popular N-Box microcar in Japan around the fiscal year 2027, which has seen sales exceed 200,000 units in 2024 [12] - Joby Aviation aims to double its air taxi production capacity by 2027, with plans to produce up to four aircraft per month at its California and Ohio facilities [13] - BMW has announced that the global production of the 3 Series has surpassed 18 million units, with the electric version set to begin production in late 2026 [14] Commercial Vehicles - The new Xiangling U series, including models U7 and U8, has been officially launched, featuring advanced technologies for enhanced space and fast charging capabilities [15] - Foton has officially launched the production version of the Kavan heavy truck, which includes groundbreaking hydrogen-powered models [16] - Foton has introduced a new refrigerated vehicle brand, "Tuyano Ice Cube," aimed at the green and intelligent transformation of the cold chain logistics industry [18] - Qingling Motors has delivered the first batch of 200 supercharged heavy trucks, marking a significant milestone in the electrification and green transformation of heavy-duty transportation in Chongqing [19]

交通运输部办公厅、应急管理部办公厅近日联合印发《执行抢险救灾任务车辆免费通行服务保障规程》（简称《规 程》），建立统一、规范、高效的免费通行服务保障机制，确保执行抢险救灾任务车辆优先、快速通行。《规程》进一步拓展 适用范围，明确相关部门责任，优化工作流程，提高信息化应用水平，细化特情处置方式，加大对假冒执行抢险救灾任务车辆 的查处力度。考虑到灾害救援的紧急性与突发性，《规程》还围绕执行抢险救灾任务车辆通行中可能出现的收费车道通行异 常、名单核验失效、ETC特情、MTC车道特情、非名单车辆补登五种特殊情况制定了应急预案，确保特殊情况下执行抢险救灾 任务车辆仍能高效、快速通行。 国家税务总局查处网络货运平台虚开18.55亿元发票案 据国家税务总局官网，国家税务总局西安市税务局第三稽查局联合公安机关依法查处网络货运平台运是滴科技发展有限责 任公司虚开增值税专用发票案件。经查，2020年至2022年，运是滴科技发展有限责任公司通过虚构网络货运业务的方式，接受 虚开增值税专用发票2028份，价税合计13.04亿元；虚开增值税专用发票4411份，价税合计18.55亿元。2024年3月，国家税务总 局西安市税务局第三稽查局 ...

在全球汽车产业向电动化、智能化深度转型的浪潮中，豪华车企巨头宝马集团迎来关键人事变动。 上任7年终迎"换帅" 近日，宝马集团监事会宣布核心人事调整，现任生产业务负责人米兰 内德列科维奇（Milan Nedeljkovi ）将于2026年5月14日正式接任集团董事长一职，任期5年。现任董事长奥利弗 齐普策（Oliver Zipse） 将在明年5月13日年度股东大会后卸任，为其35年宝马职业生涯画上句号。 此次换帅恰逢宝马"新世代"战略落地的关键节点，中国作为其最大单一市场的销量下滑困境，成为新帅 上任后必须直面的核心考题。 56岁的内德列科维奇与宝马的缘分始于1993年，其以培训生身份加入集团后，凭借亚琛工业大学机械工 程学位及慕尼黑工业大学工程学博士的深厚学术背景，在生产、质量管控等核心领域稳步深耕。 职业生涯中，他先后执掌牛津、莱比锡及慕尼黑三大核心工厂，积累了全面的生产管理经验。2019年进 入集团董事会后，内德列科维奇主导生产业务板块，核心推进工厂产线柔性化改造，成功实现燃油车、 混动车型与纯电车型的同线生产，为宝马"新世代"纯电车型的规模化投产筑牢了基础，其技术背景与实 操能力被外界视为适配转型需求的 ...

1.【李想宣布回归"创业公司管理模式"：理想未来十年将押注具身智能】理想汽车董事长李想在三季 度财报电话会上表示，公司从今年四季度开始将回归创业公司的管理模式，以应对新时代、新技术的 挑战。财报数据显示，理想汽车2025年三季度营收为274亿元，现金储备为989亿元，全年研发投入 预计达到120亿元，其中AI领域投入超60亿元。李想还透露，未来十年，理想的产品将不再是电动车 或智能终端，而是具身机器人。（每经网） 2.【乘联分会崔东树：1-10月汽车行业利润3895亿元，同比增4.4%】乘联分会秘书长崔东树发文表 示，2025年1-10月汽车生产2733万台，同比增11%。2025年1-10月的汽车行业收入88778亿 元，同比增7.9%；成本78243亿元，增8.7%；利润3895亿元，同比增4.4%；汽车行业利润率 4.4%，相对于下游工业企业利润率6%的平均水平，汽车行业仍偏低。其中，10月的汽车行业收入 10543亿元，同比增8.6%；成本9376亿元，增9.4%；利润412亿元，同比增13.7%；汽车行业利 润率3.9%，环比9月下降明显，相较去年10月的4.1%仍有下降。10月末，规模以上工业企业 ...

Core Insights - The prolonged suspension of Guanghui Baoxin due to failure to disclose its 2024 annual performance has led to significant repercussions, including a sharp decline in stock price and loss of dealership authorizations from major brands like BMW [1][2][3] Group 1: Company Situation - Guanghui Baoxin has been suspended from trading since April 1, 2025, due to the inability to publish audited financial results within the required timeframe [1] - The company reported a 17.88% year-on-year decline in revenue and a staggering 119.78% drop in net profit for the first half of 2024, with a gross margin of only 0.46% [2] - The resignation of the auditing firm, RSM, has further complicated the company's efforts to resume trading, as it cited disagreements over audit fees and delays in document preparation [1][2] Group 2: Industry Context - The automotive dealership model is under significant pressure due to the rapid rise of electric vehicles, with a penetration rate exceeding 42% in 2024, leading to a decline in traditional fuel vehicle sales [2] - Over 4,419 4S stores closed in 2024, indicating a broader trend of traditional dealerships struggling to adapt to the changing market dynamics [3] - Regulatory bodies are increasing scrutiny on the automotive industry, with over 50 companies suspended for delayed financial disclosures, particularly in the real estate and automotive sectors [3] Group 3: Future Outlook - Guanghui Baoxin must meet three conditions to resume trading: complete the 2024 financial audit, appoint a new auditor, and demonstrate ongoing operational viability [4] - The termination of BMW's authorization, which accounted for over 60% of the company's revenue, poses a significant challenge to its recovery prospects [4] - The company risks following the path of its parent company, Guanghui Automotive, which was delisted from the A-share market due to continuous low stock prices [4]

Core Viewpoint - BMW is facing significant challenges in the Chinese market, highlighted by a large-scale recall of over 144,000 vehicles due to safety concerns, which may impact its sales performance in a competitive landscape [3][4][5]. Recall Details - BMW has initiated a recall involving 144,132 vehicles, including both imported and domestic models, due to a design flaw in the engine starter relay that could lead to overheating and fire [3][4]. - The recall is divided into two parts: S2025M0175V, affecting over 80,000 imported vehicles, and S2025M0176V, involving 58,533 domestic 3 Series cars [3][4]. - The affected models include various series such as the 4 Series, 5 Series, 7 Series, X4, X5, and the domestic 3 Series, with the X Series accounting for nearly 33% of the total recall [3][4]. Sales Performance - In the first three quarters of the year, BMW's global sales reached 1.7959 million units, a 2.4% increase year-on-year, but the company experienced an 11.2% decline in sales in the Chinese market [7]. - In the third quarter, BMW delivered 147,100 vehicles in China, a slight decrease of 0.4% year-on-year, contrasting with a global delivery increase of 8.8% [7]. - The domestic 3 Series is a key model for BMW in China, with sales accounting for 29.4% of total sales in the first ten months of the year, raising concerns about the impact of the recall on its sales [5]. Market Competition - The luxury car market in China is undergoing significant changes, with domestic electric vehicle brands like AITO, Li Auto, and NIO achieving record monthly sales, putting pressure on traditional luxury brands [7]. - Competitors such as Mercedes-Benz and Porsche are also experiencing declines in sales, with Mercedes-Benz's third-quarter sales down 27% [7]. - Price reductions are becoming common among traditional luxury brands, with significant discounts reported for models like the BMW 5 Series and Mercedes-Benz C-Class [7]. Strategic Initiatives - In response to market challenges, BMW is intensifying its local strategy, launching the "Neue Klasse" electric vehicle platform, with the iX3 model featuring local adaptations [8]. - Despite efforts in electrification, sales of BMW's electric models remain low, with the iX3 and iX1 averaging only a few thousand units sold monthly [8].

Core Points - BMW China, Brilliance BMW, FAW-Volkswagen, and Ford China have filed recall plans with the State Administration for Market Regulation, totaling over 140,000 vehicles due to issues with components such as relays, airbags, seat belts, and batteries [1][4][8] Group 1: BMW Recall - BMW is recalling vehicles due to poor waterproof performance of the starter relay, which may lead to water ingress, circuit corrosion, and potential electrical short circuits, posing a fire risk [4] - The recall includes specific models and production dates, with a total of 58,533 domestic 3 Series vehicles and various imported models, including 604 units of the 4 Series and 27,950 units of the X5 [2][4] Group 2: FAW-Volkswagen Recall - FAW-Volkswagen is recalling 187 units of the ID.7 VIZZION due to a size deviation in the passenger airbag gas generator's filter, which may prevent the airbag from deploying correctly in an accident, increasing the risk of injury [5][7] Group 3: Ford Recall - Ford is recalling 3,357 units of the Lincoln Navigator due to insufficient welding in the pre-tensioner of the front seat belt retractor, which may cause unexpected deployment and safety hazards [8][10] - Additionally, Ford is recalling 58 units of the 2020 Lincoln Navigator for issues related to the battery junction box, which may corrode and pose a fire risk [10]

Recall Information - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. have filed a recall plan with the State Administration for Market Regulation according to the regulations on defective automotive products [1] - Recall number S2025M0175V will take effect from November 14, 2025, involving a total of 60,604 vehicles across various models including the 4 Series, 5 Series, 6 Series, 7 Series, X4, X5, X6, and Z4, with production dates ranging from June 16, 2020, to December 15, 2020 [1] - Recall number S2025M0176V will also take effect from November 14, 2025, involving 58,533 domestically produced 3 Series vehicles manufactured between October 9, 2018, and May 14, 2020 [2]