2026年1月1日，宝马中国一则"系统性价值升级"的公告，拉开了豪华车市场新年序幕。 宝马旗下31款主力车型官方调价，旗舰纯电车型i7 M70L直降30.1万元，价格从189.9万元跌至159.8万 元；国产M235L首次跌破30万元大关，2系四门轿跑车更是下探至20.88万元，创下宝马在华国产车型价 格新低。 这份覆盖轿车、SUV、电动及高性能全细分市场的降价清单，与其说是"价值升级"，不如说是宝马迫于 2025年在华市场下滑压力，止颓保市的无奈之举。 "不到30万就能买宝马M系列" 中国证券报记者查阅调价清单发现，宝马此次降价幅度与覆盖范围均刷新近年豪华车市场纪录。 宝马此次降价，或源于2025年在华市场持续承压。 数据显示，2025年前三季度，宝马在华累计销量46.5万辆，同比下降11.2%，占全球销量比重26%。这 不仅远逊于其全球市场前三季度2.4%的微增幅度，更成为其全球主要市场中唯一出现两位数下滑的区 域。 此外，宝马的细分车型表现惨淡。中大型SUV市场的"昔日王者"X5，2025年10月销量跌至5498辆，排 名滑至第12位，被理想L9、问界M9等新势力车型取代；作为销量支柱的5系，2025年 ...

2026年刚开年，宝马便打响车企价格战"第一枪"！ 11月5日，宝马集团公布的第三季度财报显示，其营收为323.14亿欧元，同比下降0.3%。前三季度营收为999.99亿欧元，同比下降5.6%。前三季度集团税 前利润（EBT）合计达80.56亿欧元，同比下降9.1%，其中，第三季度为23.29亿欧元，上年同期为8.38亿欧元。汽车业务板块方面，宝马前三季度实现收 入871.64亿欧元，同比下降4.1%。其中，第三季度营收285.10亿欧元，同比增长2.4%。 不过目前，宝马集团竞对奔驰和奥迪暂时并未跟进。 具体看旗舰纯电车型i7M70L直降30.1万元，从原价189.9万元降至159.8万元起，降幅达16%。宝马行政级轿车7系，入门版735Li指导价由91.9万元，降至 80.8万元；740Li领先型由106.9万降至93.8万元，降幅均为12%；SUV车型方面，X1系列sDrive25Li从31.69万元降至25.8万元，降幅19%；xDrive25Li从 34.99万元降至28.88万元，降幅为18%，直接与特斯拉Model Y、比亚迪唐EV等中端新能源车型形成价格重叠。宝马的入门级性能车M235L也从3 ...

2026年1月1日，宝马中国一则"系统性价值升级"的公告，拉开了豪华车市场新年序幕。 宝马旗下31款主力车型官方调价，旗舰纯电车型i7M70L直降30.1万元，价格从189.9万元跌至159.8万 元；国产M235L首次跌破30万元大关，2系四门轿跑车更是下探至20.88万元，创下宝马在华国产车型价 格新低。 这份覆盖轿车、SUV、电动及高性能全细分市场的降价清单，与其说是"价值升级"，不如说是宝马迫于 2025年在华市场下滑压力，止颓保市的无奈之举。 "不到30万就能买宝马M系列" 中国证券报记者查阅调价清单发现，宝马此次降价幅度与覆盖范围均刷新近年豪华车市场纪录。 宝马此次降价，或源于2025年在华市场持续承压。 数据显示，2025年前三季度，宝马在华累计销量46.5万辆，同比下降11.2%，占全球销量比重26%。这 不仅远逊于其全球市场前三季度2.4%的微增幅度，更成为其全球主要市场中唯一出现两位数下滑的区 域。 此外，宝马的细分车型表现惨淡。中大型SUV市场的"昔日王者"X5，2025年10月销量跌至5498辆，排 名滑至第12位，被理想L9、问界M9等新势力车型取代；作为销量支柱的5系，2025年8 ...

长期以来，全球公务车市场被各国本土品牌和传统豪华品牌占据——一边靠地缘信任站稳脚跟，一边垄断核心技术标准。如今，这家中国车企靠着技术创新 和本土化布局，悄悄改变了延续数十年的市场规则。 新能源浪潮下的全球公务车渗透 全球公务车市场向来采购标准严、品牌壁垒高，长期都是"本土品牌说了算、德日系来补充"的固定格局。拿欧洲市场来说，德国大众、宝马德系品牌常年占 据政府公务车采购量的60%以上较大比重，靠的不只是技术积累，更有和政府部门多年形成的合作习惯。 在亚洲，丰田的皇冠系列、本田的思域日系品牌，过去都是公务车采购的"常规选择"。但这一格局在新能源转型的浪潮中正在快速改变。 从日本街头的行政通勤车到墨西哥警队的越野巡逻皮卡，从匈牙利布达佩斯的市政车队到巴西总统的礼仪座驾，带着BYD标识的新能源汽车正以多样姿 态，走进全球多个国家的公务场景。 比亚迪的市场渗透，不仅打破了传统品牌的垄断，更让全球公务车采购从"看地缘关系"转向"看技术价值"。 墨西哥政府一次性购入2000辆比亚迪混动皮卡"鲨鱼"，用在边境安防、野外执法等高强度场景，替换了之前使用的美系燃油皮卡。 匈牙利把300辆元PLUS纳入全国警务巡逻队伍，覆盖首都 ...

Core Insights - BYD has achieved significant milestones in the global electric vehicle market, with the production of its 14 millionth electric vehicle in Brazil, highlighting its commitment to local development and job creation [1] - The recognition from various heads of state, including Brazil's President Lula and Uzbekistan's President Mirziyoyev, underscores BYD's technological prowess and the growing acceptance of its products in international markets [1][3] - BYD's strategy focuses on not just exporting products but also technology, value, and responsibility, which has garnered widespread recognition from local governments and communities [5] Group 1 - BYD's factory in Brazil celebrated the production of its 14 millionth electric vehicle, with a total sales volume of 77,000 units from January to September 2025, making it the leading electric vehicle seller in Brazil [1] - President Lula's choice of BYD's Tang EV as his personal vehicle reflects strong endorsement and recognition of the brand [1] - The delivery of the Yangwang U8 to Uzbekistan's President Mirziyoyev during his visit to BYD's headquarters showcases the company's commitment to international partnerships and technological demonstrations [1][3] Group 2 - The choice of BYD vehicles by various international leaders, including Jordan's Queen Rania and Nepal's former President Bidhya Devi Bhandari, indicates a growing trend of governmental endorsement for electric vehicles [3] - BYD's comprehensive mastery of the electric vehicle supply chain, including batteries and semiconductors, positions it as a global leader in safety and performance standards [5] - The company's operations span over 110 countries, emphasizing its global reach and the importance of local production facilities in fostering economic growth and technological exchange [5]

Core Insights - BYD is expected to become the top-selling automotive company in Brazil, as stated by the Mayor of Rio de Janeiro, Eduardo Paes, who has firsthand experience with the company [1] - The launch of BYD's first passenger car factory outside Asia marks a significant step in its localization strategy, with the first vehicle rolling off the production line just 15 months after construction began [3][6] - BYD's investment in Brazil includes a total of 5.5 billion Brazilian Reais (approximately 7.1 billion RMB) for a large manufacturing complex, which will create 20,000 jobs and produce 150,000 electric and hybrid vehicles annually [4][8] Localization and Global Strategy - The factory in Brazil is designed to produce electric and plug-in hybrid vehicles, with a production capacity of 150,000 units, positioning it as the largest electric and hybrid vehicle manufacturing complex in Latin America [4][6] - BYD's strategy emphasizes local production, with plans to limit imports to no more than 10% of the locally produced vehicles, focusing on models not manufactured in Brazil [6] - The company aims to establish a comprehensive local network, including 240 fully operational dealerships by the end of 2025 [6] Sales Performance and Market Position - Since entering the Brazilian market in 2014, BYD has rapidly become one of its most important overseas markets, with cumulative sales exceeding 130,000 units by May 2025 [8] - In the first half of 2023, BYD's overseas sales surged by 132% year-on-year, with total sales reaching 472,200 units, accounting for 21.63% of its overall sales [13][15] - The company’s global strategy has evolved from merely exporting vehicles to establishing local production and R&D capabilities, enhancing its competitive edge in the global market [12][17]