Core Insights - BMW Group has launched an integrated smart driving solution combining interaction, control, and driving assistance, with the new BMW iX3 being the first model to feature this technology [1] - The company emphasizes a differentiated approach in the competitive smart driving technology landscape, focusing on a holistic solution rather than single-function features [1][2] - The new generation models utilize a cutting-edge electronic architecture with four high-performance computers, achieving significant advancements in decision-making speed and processing power [1][2] Technology Development - The core innovation lies in the "Heart of Joy," which integrates power and chassis control, managing functions like power transmission, braking, charging, energy recovery, and steering [1] - The new system boasts a decision-making latency of under 1 millisecond and a tenfold increase in information processing speed compared to traditional systems [1] - The "smart driving assistance super brain" has seen a 20-fold increase in computing power, optimizing the entire chain from perception to control [1] Driving Experience - BMW's technology route reflects a commitment to the essence of driving, maintaining a dialogue between the driver and the vehicle even when smart assistance systems are engaged [2] - The design philosophy is rooted in BMW's 2016 concepts of "BOOST" and "EASE," emphasizing the synergy between driving performance and smart assistance [2] Data Utilization - The development of BMW's technology is supported by driving data from nearly 30 million global car owners, including over 7 million from China, providing a solid foundation for product design [2] Market Positioning - BMW's approach to smart driving technology represents a unique perspective on the transformation of traditional luxury car brands, aiming to balance brand heritage with technological innovation [2] - The market performance of BMW's new generation models will serve as an important reference for the smart transformation of traditional luxury brands in the automotive industry [2]

Core Viewpoint - BMW's Steyr plant in Austria is undergoing a complex transformation, expanding electric powertrain production while maintaining its role as a global internal combustion engine manufacturing center [2][5]. Group 1: Transformation and Strategy - The Steyr plant is positioned as a dual-engine facility for both internal combustion engines and electric drive systems, ensuring a flexible and future-oriented supply model for BMW's global vehicle lineup [7][11]. - The plant had 4,900 employees and generated sales of €4.4 billion last year, ranking among the top ten industrial companies in Austria [7]. - BMW is committed to maintaining its internal combustion engine business, producing approximately 1.2 million internal combustion engines last year while also investing in traditional engine improvements [14][24]. Group 2: Technological Advancements - The current fifth-generation electric vehicle drive system has achieved a 40% reduction in energy consumption and a 30% increase in vehicle range compared to the upcoming sixth generation [20]. - The introduction of new technological components, such as inverters, is seen as a key differentiator for BMW in enhancing electric drive efficiency and performance [18][22]. Group 3: Workforce and Production Capacity - BMW aims to maintain the current workforce level of approximately 4,900 employees by 2030, with 700 dedicated to research and development [23]. - The production capacity for electric drive systems is expected to expand to 600,000 units across two production lines, with adjustments based on market demand [24]. Group 4: Future Developments - The first "New Generation" model, the iX3, is set to begin series production in the fall at BMW's new factory in Debrecen, Hungary [29]. - BMW is prepared to evaluate global expansion options if demand increases, ensuring flexibility in production strategies [32].

点 击 蓝 字 关 注 我 们 本文全文共 4187 字，阅读全文约需 14 分钟 目录 国内新闻 1.《福建省氢能产业创新发展中长期规划（2025—2035年）》印发 2.今年5月经上海南港口岸出口车辆7.2万辆 同比增长2倍 3.红旗氢燃料电池汽车突破关键试验 4.字节跳动与比亚迪合作 助力锂电池研发加速 5.萝卜快跑在香港测试再扩区 范围拓展至东涌 6.华为徐直军:5G车联网占比未来五年将提升至95% 7.国轩高科:金石全固态电池PACK系统已开启装车路测 8.我国燃料电池汽车推广应用规模明显扩大 国外新闻 1.德国杜塞尔多夫开欧洲最大加氢站 2.大众集团MOIA发布首款全自动驾驶汽车 3.超级快充 宝马iX3充电功率突破400千瓦 4.Cadence与三星合作 加速AI数据中心 商用车 1. 河南发布2025老旧营运货车报废更新政策 2. 苏州金龙海格汽车品牌价值超1000亿 3. 陕汽:质子汽车百辆新能源电动自卸车交付市场 4. 宇通C系列豪华客车登陆斯里兰卡 国内新闻 1 《福建省氢能产业创新发展中长期规划（2025—2035年）》印发 时间:2025.6.19 来源: 财联社 6月18日，福建省 ...

点 击 蓝 字 关 注 我 们 本文全文共 3913 字，阅读全文约需 13 分钟 目录 国内新闻 1.国家认监委在汽车领域部署开展强制性产品认证试点工作 国外新闻 4.全新宝马iX3将于9月慕尼黑车展首发 商用车 2.全国充电桩累计数量破1400万台 3.5月我国动力电池装车量57.1GWh同比增长43.1% 4.《杭州市智能网联车辆创新应用管理实施办法》印发 5.广汽丰田官宣将与小米/华为两大企业合作 6.小鹏G7行业首发智能驾驶辅助VLA-OL模型 7.首店开业 零跑汽车打入香港市场 8.比亚迪汽车在欧洲投建兆瓦闪充网络 1.英国2026年启动自动驾驶商业试点 2.为避关税 通用汽车将部分产能从墨西哥转至美国 3.极星重启市场扩张 法国成战略首站 1. 高速服务区"司机之家"将进行标准化规范化改造 2. 中国重汽汕德卡G7H燃气牵引车于银川上市 3. 沈阳金杯携手厦门建发 共拓全球商用车市场版图 4. 庆铃T28创业家皮卡在全国多地区域上市 国内新闻 1 国家认监委在汽车领域部署开展强制性产品认证试点工作 时间:2025.6.12 来源:界面新闻 作者:陈小同 据市场监管总局网站消息，近日，国家认监委印 ...

尽管正式售价尚未公布，但预售权益已显露奥迪的竞争力野心：1000元订金抵扣6000元车款，限量用户 可享最高6万元装备礼。结合此前透露的40万至60万元定位，奥迪的竞品名单上赫然列着宝马iX3、特斯 拉Model Y，以及同样搭载华为智驾却定位更亲民的阿维塔07。 这场定价博弈背后，是中国新势力掀起的"技术平权"革命。当阿维塔07将华为ADS 3.0智驾系统带入22 万元区间，当蔚来ES6全系标配激光雷达，传统豪华品牌的溢价空间正被急剧压缩。 金车赏 5月31日，在深圳粤港澳大湾区车展，一汽奥迪正式启动Q6L e-tron家族的预售。作为"豪华品牌+华为全 球第一车"，一汽奥迪Q6L e-tron基于PPE豪华纯电平台打造，搭载深度定制的华为乾崑智驾技术。 在特斯拉光环渐褪、中国新势力集体上攻的背景下，这款融合"德国底盘+华为大脑"的电动SUV，成为 传统豪华品牌反向拥抱中国技术的重要信号。 Q6L e-tron最引人注目的莫过于全系标配的华为乾崑智驾ADS 3.0系统。11颗摄像头与31个感知硬件构筑 的感知网络中，双激光雷达创新性地集成于前灯下方，其特有的自动清洗加热功能直击雨雪天气探测失 效的行业痛点。 ...

Core Viewpoint - The "0-kilometer used car" market is facing unprecedented scrutiny, with industry leaders exposing its gray areas and questionable practices [1][6]. Industry Overview - The term "0-kilometer used car" refers to vehicles that are registered but quickly resold, creating a market where 3,000 to 4,000 sellers are involved in this type of transaction [1]. - This market has developed a complete supply chain, with various brands like BYD, Aion, and Audi offering "0-kilometer used cars" at prices significantly lower than their suggested retail prices [1]. Pricing and Sales Practices - Examples of pricing include a Volkswagen model sold for 78,800 yuan, which is nearly 50,000 yuan less than its suggested retail price, and a BYD model priced at 55,800 yuan, about 20,000 yuan cheaper than new [5]. - Dealers are using this method as a way to clear inventory, purchasing new cars at low prices and reselling them to consumers at a slight markup, benefiting all parties involved [6]. Market Dynamics - The practice of selling "0-kilometer used cars" is not new and has been a common strategy among dealers to boost sales figures, especially towards the end of the year [6]. - The phenomenon reflects deeper contradictions within the automotive industry, where competitive pressures force some businesses to exploit regulatory loopholes [7]. Consumer Implications - There are risks associated with purchasing "0-kilometer used cars," including the loss of first-owner benefits and potential depreciation in resale value [7]. - The existence of this market raises concerns about consumer rights and the integrity of subsidy policies, as some dealers may manipulate vehicle exchange subsidies for short-term gains [7].

《新质生产力为矛，周期成长为盾— 电新行业 2025 年中期投资策略》 -2025.5.15 《充电桩"倍增"行动或引领新一轮 充电桩投资 — 行 业 点 评 报 告 》 -2025.5.14 电力设备 电力设备 2025 年 05 月 21 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 36% 2024-05 2024-09 2025-01 2025-05 电力设备 沪深300 相关研究报告 《低空经济行业周报（5 月第 3 周）： 沃飞长空获 120 架 AE200 订单，需求 拉动下吉林化纤碳纤维涨价—行业周 报》-2025.5.18 欧洲电车趋势已起——从欧洲车企 2025Q1 财报看电 动化趋势 ——行业深度报告 殷晟路（分析师） 王嘉懿（联系人） yinshenglu@kysec.cn 证书编号：S0790522080001 wangjiayi@kysec.cn 证书编号：S0790123070003 2025Q1 雷诺、大众、宝马在欧 BEV 销量大幅增长，特斯拉份额下滑。 2025 年第一季度，包括雷诺、大众、宝马在内的多家车企在欧洲的 BE ...

行业走势图 数据来源：聚源 -24% -12% 0% 12% 24% 36% 2024-05 2024-09 2025-01 2025-05 电力设备 沪深300 相关研究报告 《低空经济行业周报（5 月第 3 周）： 沃飞长空获 120 架 AE200 订单，需求 拉动下吉林化纤碳纤维涨价—行业周 报》-2025.5.18 《新质生产力为矛，周期成长为盾— 电新行业 2025 年中期投资策略》 -2025.5.15 《充电桩"倍增"行动或引领新一轮 充电桩投资 — 行 业 点 评 报 告 》 -2025.5.14 电力设备 电力设备 2025 年 05 月 21 日 投资评级：看好（维持） 欧洲电车趋势已起——从欧洲车企 2025Q1 财报看电 动化趋势 ——行业深度报告 殷晟路（分析师） 王嘉懿（联系人） yinshenglu@kysec.cn 证书编号：S0790522080001 wangjiayi@kysec.cn 证书编号：S0790123070003 2025Q1 雷诺、大众、宝马在欧 BEV 销量大幅增长，特斯拉份额下滑。 2025 年第一季度，包括雷诺、大众、宝马在内的多家车企在欧洲的 BE ...

图片来源：YAN MINGLEI—VCG VIA GETTY IMAGES 市场研究公司Gartner将这一阶段称为"幻灭低谷"：一项热门新技术首次未能达到其炒作效果时所处的阶 段。 宝马是最早预测电动车将经历发展阵痛的车企之一。多年来，这家德国豪华汽车制造商的高管一直警告 称，尽管特斯拉掀起了行业热潮，但购车者转向电动车的速度不会如预期般迅速。 如今，宝马向股东表态，将坚守多元化动力系统战略，持续为消费者提供包括燃油车、混合动力车型以 及2028年将首次亮相的氢燃料电池车在内的产品选择。 首席执行官奥利弗·齐普策在上周三举行的宝马年会上说："技术开放意味着紧跟市场，因为市场在演 变，但不同市场的发展步调并不一致。将电动化作为唯一技术路径只会走向死胡同。当前形势已充分表 明了这一点。" 大约五年前，包括梅赛德斯-奔驰（Mercedes-Benz）、大众（Volkswagen）和沃尔沃（Volvo）在内的许 多品牌均宣布了尽快向电动车转型的宏大目标。相比之下，宝马拒绝跟风电动车浪潮，曾招致大众前首 席执行官赫伯特·迪斯（Herbert Diess）等竞争对手批评其拖慢行业进程。 齐普策表示："即便面临巨大阻力， ...

数据显示，宝马集团一季度全球汽车交付量为586,117辆，同比下降1.4%。其中电动化车型（含插电混 动及纯电动）占比达到26.9%，纯电动车型销量109,513辆，同比增长32.4%，显示出电动化转型的持续 进展。但这一增长未能抵消主力市场的下滑压力，特别是在中国市场，宝马一季度交付量同比下降 17.2%至15.52万辆，成为其全球主要市场中降幅最大的区域。相较之下，欧洲市场交付量微增0.3%，美 国市场下降5.6%。 针对中国市场的显著下滑，宝马集团财务董事沃尔特·默特尔在分析师电话会议中解释称，这主要受到 高端车市场需求结构性调整影响。第三方数据显示，中国30万元以上豪华车市场一季度整体规模收缩约 12%，而宝马主力产品所在的30万-80万元价格区间竞争加剧。值得注意的是，宝马iX3、i3等国产电动 车型一季度销量同比增长41%，但进口车型销量受市场环境影响明显承压。 根据宝马集团5月10日发布的2025年第一季度财务报告，该集团当季实现总收入337.58亿欧元，较2024 年同期的366.14亿欧元下降7.8%（经汇率调整后降幅为8.7%），其中核心业务汽车板块收入292.11亿欧 元，同比下降5.6 ...