今年上半年，BBA利润延续了去年下降的态势。其中，奥迪是唯一一家营收上涨的车企，而梅赛德斯- 奔驰利润跌幅最大。 在全球经济形势不确定性增加、贸易壁垒上升、市场疲软、转型阵痛等因素下，BBA今年上半年业绩 承压。 今年上半年，BBA利润延续了去年下降的态势。其中，奥迪是唯一一家营收上涨的车企，而梅赛德斯- 奔驰利润跌幅最大。 具体来看，宝马集团上半年营收677亿欧元，同比下降8%，税后净利润同比下降29%至40亿欧元；梅赛 德斯-奔驰营收663.8亿欧元，同比下滑8.6%，税后净利润为26.9亿欧元，同比下滑55.8%；奥迪集团营收 为325.7亿欧元，同比增长5.3%，税后利润为13.46亿欧元，同比下降37.5%。 中国市场降幅较大 销量是影响车企财务状况的关键因素。 BBA在全球市场的销量均有所下降，而中国市场销量降幅最大，这也在一定程度上拖累了它们在全球 市场的表现。宝马、奔驰和奥迪上半年在华销量分别为31.8万辆，29.3万辆和28.8万辆，分别同比下降 15.5%、14%和10.2%。 宝马和奥迪在欧洲等部分市场销量呈现一定的上涨趋势。相比之下，奔驰无论是利润还是销量下降幅度 都较大。奔驰在报告中 ...

Group 1 - BMW announced a partnership with Chinese tech company Momenta to develop a new generation of intelligent driving assistance solutions tailored for the Chinese market [1] - The collaboration will leverage AI models to address unique travel scenarios and user needs in China, providing comprehensive scene coverage and point-to-point navigation assistance [1] - The intelligent driving assistance system will first be integrated into domestically produced BMW models [1] Group 2 - Momenta is a leading domestic supplier of intelligent driving assistance solutions, with strategic partnerships with major automakers like Mercedes-Benz, Audi, and Toyota [2] - In the urban NOA (Navigate on Autopilot) supply chain market, Momenta holds a 60% market share from January 2023 to October 2024, while Huawei's HI model accounts for nearly 30% [2] - Luxury brands like BMW, Mercedes-Benz, and Audi (BBA) are facing challenges in the Chinese market, as local brands like AITO and Li Auto are rapidly gaining market share in the premium segment due to their intelligent features [2] Group 3 - Foreign automakers have generally relied on European logic for their vehicle systems in China, leading to outdated navigation experiences [3] - In response to the cooling electric vehicle market, foreign companies are beginning to collaborate with local firms to enhance their vehicle systems and map services [3] - The rapid development of local suppliers in chips, software algorithms, and intelligent cockpits has prompted foreign automakers to deepen partnerships with local intelligent driving assistance providers to remain competitive in China [3]