作者 / 张霖郁 编辑 / 黄大路 设计 / 张 萌 这一谈话背景是2025年8月6日奔驰在北京组织"奔驰标准"科技日，马库斯从德国飞到北京，展示奔驰底盘以及驾驶体验的标准。 他说："我不同意'中国的造车技术包括智能驾驶技术已超过德国'的说法，但中国在这些方面做得很好，这是事实，但并没有比德国更好。" 马库斯表示，奔驰在车型开发上还没有用太多新技术，主要原因是新技术需要时间测试才能确保其安全，他们不想拿品牌的口碑冒险。 "中国市场现在的研发周期缩短，很多车型都是高配但售价却很低，很难想象他们怎么赚钱。"这个德国人补充说，"我们内部也在问自己，要不要跟上 这一做法？但奔驰不太可能这么做，我们还是要对得起用户付的这么多钱。" 《汽车商业评论》在最近两个月采访的数位德系车企高管中，马库斯这番话代表了合资汽车品牌外方高层的普遍想法。 合资车企在中国市场这几年的困境实际上是外方母公司在对消费者用车需求或者说对一辆好车的标准上与当下中国市场产生的严重分歧所造成的，其中 也包括行业本身的转型。 第二种分歧在于中国新能源车的研发、制造流程、上市质量标准以及定价体系某种程度触及了德系车企的造车底线，德国本土不符合上市条件的车型 ...

Core Viewpoint - BMW plans to recall over 230,000 vehicles due to potential safety hazards related to starter generator connections and high-voltage system malfunctions [2][4][11] Recall Details - The recall includes various models, primarily the i series, such as the domestic i3, iX1, i5, and imported i4, i7, iX [4][6] - Specific recall numbers and details include: - S2025M0120V: 1 imported 5 series vehicle from November 26, 2024 [7] - S2025M0121V: 379 domestic X5 and 1,012 domestic 5 series vehicles produced between July 20, 2024, and December 19, 2024 [7] - S2025M0122V: 4,609 imported i4, 91 imported i5, 3,244 imported i7, and 7,730 imported iX vehicles produced between December 2, 2020, and December 12, 2023 [8] - S2025M0123V: 95,753 domestic i3, 5,657 domestic i5, 6,022 domestic iX1, and 106,000 domestic iX3 vehicles produced between May 26, 2020, and December 5, 2024 [9] - BMW will provide free inspections and necessary replacements or repairs to eliminate safety risks [7][10] Sales Performance - BMW's sales in China dropped by 15.5% in the first half of the year, with total sales of 317,900 vehicles [11][13] - The company has experienced a high recall frequency, with previous recalls including 16,813 domestic 5 series and 9,953 X5 vehicles [12] - Global sales for BMW Group's three brands (BMW, MINI, Rolls-Royce) were 1.207388 million vehicles, a slight decrease of 0.5% year-on-year [13] Strategic Measures - To address declining sales, BMW has made significant personnel changes, including the appointment of Birgit Böhm-Wannenwetsch as the first female CEO of Brilliance BMW starting August 1, 2025 [14] - BMW is enhancing its strategic partnerships, including a collaboration with Alibaba to develop AI engines for new models in the Chinese market [14]

Core Viewpoint - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. have announced a recall of over 230,000 vehicles due to safety hazards related to starter generator connections and high-voltage system malfunctions [1][4]. Recall Details - The recall is divided into four categories, with specific vehicle models and production dates outlined for each [2][3]. - The first recall involves 1 imported 5 Series vehicle produced on November 26, 2024 [2]. - The second recall includes 1,012 units of the domestic 5 Series and 379 units of the domestic X5, produced between July 20, 2024, and December 19, 2024 [2]. - The third recall encompasses 4,609 imported i4 vehicles and 7,730 imported iX vehicles, among others, produced between December 2, 2020, and December 18, 2023 [3]. - The fourth recall affects 95,753 domestic i3 vehicles, making it the most affected model, along with other domestic models [3]. Safety Concerns - The vehicles in the recall may experience issues such as loose connections in the starter generator, which could lead to engine stalling or fire hazards [2][4]. - BMW will provide free software upgrades to address the high-voltage system malfunction that could lead to loss of power and increased collision risk [4]. Market Performance - BMW's recall frequency has been high, with over 4 million vehicles recalled last year due to various issues [4]. - In 2024, BMW's deliveries in China fell by 13.4% to 714,500 units, marking the largest decline among luxury brands [4]. - In the first half of the year, BMW's sales in Asia dropped by 11.1%, with a significant 15.5% decline in the Chinese market, despite it being the largest single market for the company [4]. Strategic Initiatives - To counter declining sales, BMW has intensified its local ecosystem development, including partnerships with Huawei and Alibaba for AI and smart driving technologies [5]. - Collaborations with CATL and EVE Energy aim to accelerate the production of cylindrical battery cells [5]. - BMW has also partnered with Momenta to develop new intelligent driving assistance solutions tailored for the Chinese market [5].

Core Viewpoint - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. have announced a recall of over 230,000 vehicles due to safety hazards related to starter generator connections and high-voltage system malfunctions [1][2][3] Recall Details - The recall includes multiple models such as the domestic i3, iX1, i5, and imported i4, i7, iX, with specific recall numbers and production dates outlined [1][2] - The total number of vehicles recalled includes: - 1 imported 5 Series vehicle [1] - 1,391 domestic X5 and 5 Series vehicles [1] - 4,609 imported i4 vehicles [2] - 9,575 domestic i3 vehicles [2] - 106,000 domestic iX3 vehicles [2] Safety Concerns - The vehicles in the recall may experience issues such as loose connections in the starter generator, which could lead to engine stalling or fire hazards [1][3] - BMW will provide free software upgrades to address the high-voltage system malfunction that could lead to loss of power and increased collision risk [3] Market Performance - BMW's sales in China have declined, with a 13.4% drop in total deliveries in 2024, making it the largest decline among luxury brands [3] - In the first half of the year, BMW's sales in Asia fell by 11.1%, with a significant 15.5% drop in the Chinese market [3] Strategic Initiatives - To counteract declining sales, BMW has initiated several local partnerships and technology integrations, including collaborations with Huawei and Alibaba for AI development, and partnerships with CATL and EVE Energy for battery production [4]

Group 1 - Ferrari is recalling 381 units of the imported Purosangue due to a potential short circuit in the fuse box, which may lead to decreased braking performance [2][3] - GAC Toyota is recalling multiple models including 69,169 units of the new Camry and 57,402 units of the Levin due to improper control program settings that may cause the instrument panel to go black during startup [3][4] - GAC Toyota will provide free upgrades to the instrument panel control program for the affected vehicles to eliminate safety risks [4] Group 2 - FAW Toyota is recalling 54,143 units of the domestic Avalon due to safety concerns [5] - BMW is recalling various models including 1 unit of the imported 5 Series and 379 units of the domestic X5 due to potential issues with the starter generator's power connector that may lead to vehicle stalling or fire [8][9] - BMW will conduct free inspections and necessary replacements for the affected vehicles to address safety hazards [9][10] Group 3 - Stellantis is recalling 3,339 units of the imported Jeep Grand Cherokee 4xe due to potential damage to the air conditioning blower motor connector, which may impair visibility and increase collision risk [11] - Stellantis will inspect and replace the air conditioning blower motor assembly if necessary to mitigate safety concerns [11]

Core Points - The article discusses multiple vehicle recalls initiated by various automotive companies due to safety concerns related to specific models and production dates [1][2][3][4][5][6][8][13] Group 1: Ferrari Recall - Ferrari is recalling 381 units of the imported Purosangue model due to a potential short circuit in the fuse box, which may lead to decreased braking performance [1] - The recall will start on September 5, 2025, for vehicles produced between October 27, 2023, and February 19, 2025 [1] Group 2: GAC Toyota Recall - GAC Toyota is recalling a total of 132,128 vehicles across various models including the Camry, Levin, and others due to issues with the instrument panel control program and insufficient strength of the front suspension coil spring [2][3][4] - The recalls will begin on September 30, 2025, for certain models and will include free upgrades and inspections to address the identified safety hazards [3][4] Group 3: FAW Toyota Recall - FAW Toyota is recalling 54,143 units of the domestic Avalon model starting September 30, 2025, due to unspecified safety concerns [5][6] - Additional recalls include 6,866 units of Lexus models and 35,054 units of imported Toyota models, with various production dates [5][6] Group 4: BMW Recall - BMW is recalling multiple models including the 5 Series and X5, totaling over 100,000 vehicles due to potential issues with the starter generator's power connector, which could lead to engine stalling or fire risks [8][10][11][12] - The recalls will involve free inspections and necessary replacements to mitigate safety risks [10][12] Group 5: Stellantis Recall - Stellantis is recalling 3,339 units of the imported Jeep Grand Cherokee 4xe due to a manufacturing defect in the air conditioning blower motor connector, which could impair visibility and increase collision risk [13] - The company will provide free inspections and replacements for affected components [13]

Core Viewpoint - The incident involving the sudden deployment of airbags in a BMW iX3 raises significant concerns regarding vehicle safety and quality, as the owner questions the validity of the manufacturer's findings and considers legal action [1][10]. Group 1: Incident Details - The owner, Ms. Chen, purchased a BMW iX3 for approximately 290,000 yuan and experienced an unexpected airbag deployment while driving at a speed of 118 km/h on a highway [3][7]. - The airbags deployed without any collision, and the owner reported injuries from the impact, leading to a lengthy wait for roadside assistance [3][8]. - The dealership attributed the airbag deployment to a shock wave from a nearby bus that had a tire blowout, claiming that the vehicle's safety systems were functioning correctly [4][9]. Group 2: Manufacturer's Response - The manufacturer, Huachen BMW, provided a report stating that the airbag deployment was triggered by a detected shock wave from the bus's tire blowout, with no technical faults found in the vehicle's safety systems [7][9]. - The report indicated that the pressure sensor readings showed a sudden increase and decrease, which was interpreted as a collision signal [7]. Group 3: Owner's Dispute - Ms. Chen expressed skepticism about the manufacturer's report, citing a lack of data support and questioning the sensitivity of the airbag system [7][10]. - The dealership suggested that Ms. Chen seek a third-party inspection if she disagreed with the findings, but she argued that the responsibility for further testing should not fall on her [10][11]. - The police indicated that they could not determine the cause of the airbag deployment based on the available evidence, as there was no collision [8].

4.【极氪公布车身后部碰撞保护专利，可提升高速追尾时的安全性能】天眼查App显示，8月8日，浙 江极氪智能科技有限公司、浙江吉利控股集团有限公司申请的"车身后部碰撞保护结构及车辆"专利公 布。摘要显示，车身后部碰撞保护结构包括：后地板总成、电器模块、安装支架、后围板、后防撞梁 及碰撞块，所述后地板总成及所述后防撞梁设置在所述后围板的前后两侧；所述电器模块通过所述安 装支架固定在所述后地板总成的下方；所述安装支架及所述电器模块的前部均向下倾斜，所述碰撞块 位于所述电器模块的后方。本申请的车身后部碰撞保护结构及车辆能够提升高速追尾时的安全性能。 （金融界） 1.【 余承东公布享界S9T大五座版】 8月8日消息，华为常务董事、终端BG董事长余承东公布享界 S9T大五座版，搭载HUAWEI ADS 4与全新华为途灵平台，提供纯电与增程两种动力选择，将于9月 上市。（界面新闻） 2.【宝马iX3行驶中安全气囊爆开，检测报告称并排客车爆胎导致】车主陈女士近日驾驶宝马iX3在高 速路上行驶时安全气囊突然爆开，引发了其对该车质量的质疑。华晨宝马汽车有限公司北京分公司出 具检测报告称，安全气囊触发的原因为车辆右侧安全气囊传感器 ...

Domestic News - Xiaopeng Motors shifts its design philosophy to prioritize aesthetics, committing an annual investment of 2 billion yuan to enhance vehicle design [6] - NIO has launched 11 battery swap stations along the G318 Sichuan-Tibet line, with plans to establish a total of 15 stations [7] - Leap Motor has deepened its battery collaboration with CATL, supplying self-developed battery packs to over five new energy commercial vehicle clients [8] - Li Auto has opened 67 new supercharging stations across various provinces in China during the last week of July 2025 [9] - WeRide has increased its registered capital from 3 billion to 3.5 billion yuan, marking a 17% growth [10] - Huawei has published a patent for a vehicle platooning method aimed at enhancing the safety of intelligent driving [11] - Cao Cao Mobility is exploring the tokenization of real-world assets and stablecoin payments in collaboration with a licensed financial institution [12] - FAW Hongqi plans to launch its first flying car product by 2029, with a goal for commercial passenger flight by 2035 [13][14] International News - The UK automotive market saw a 5% year-on-year decline in new car registrations in July, although plug-in hybrid and electric vehicle registrations increased by 33% and 9.1%, respectively [14] - General Motors and Hyundai are collaborating to develop five new models targeting the Central and South American markets, with an expected annual sales of over 800,000 units [15] - Faurecia and EVE Energy have achieved the global mass production of a 12V lithium battery management system, set to launch in European luxury passenger vehicles [16] - BMW is set to globally debut its new generation model, the BMW iX3, at the 2025 Munich Auto Show [18] Commercial Vehicles - GAC's self-developed heavy-duty truck battery has successfully passed the stringent new national standard certification for electric vehicle batteries [19] - Remote's "Alcohol-Hydrogen + Electric" series solutions for new energy heavy-duty trucks were unveiled, promoting full-scenario applications in the industry [20] - Xiamen Golden Dragon's overseas bus sales reached nearly 6,000 units in the first half of 2025, marking a 60% increase year-on-year [21] - Suzhou Golden Dragon has delivered its L4 level autonomous driving bus for testing in Hangzhou, showcasing advancements in intelligent transportation [22]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者丨焦文娟 编辑丨张明艳 当德系传统豪华车企BBA（宝马、奔驰、奥迪）2025年上半年财报相继出炉，一个清晰的趋势呈现： 曾经的"豪华车神话"正集体遭遇增长瓶颈。 宝马虽以净利润约为奔驰与奥迪之和、纯电销量领跑的表现暂居头名，但三家传统豪华车企集团下滑的 营收、腰斩的利润、在中国市场的溃败，以及纷纷下调的全年预期，都在诉说着同一个现实：传统豪华 车巨头的转型阵痛已进入深水区。 在这场集体下跌中，BBA们谁能最先挣脱业绩泥潭，将取决于当下转型的决断速度，而非历史荣光。 唯有当下立即行动、果断调整，才最有可能率先复苏，抢占未来先机。 集体承压，普遍失守中国市场 2025年上半年，BBA的业绩答卷布满"下滑"的字样。从核心财务数据来看，三家呈现出"两降一增"的营 收分化，与"全线下滑"的净利润困境。 具体来看，宝马虽以676.85亿欧元的营收保持领先，但8%的同比下滑仍难掩颓势；奔驰663.77亿欧元的 营收紧随其后，却以同比下滑8.6%录得三家中最大的营收跌幅，净利润更是腰斩过半，从"利润之王"的 宝座跌落；奥迪虽成为唯一营收正增长的品牌 ...