撰 文 / 周 洲 设 计 / 琚 佳 在复杂的政治经济环境下，全球最大的零部件企业博世集团2024财年取得了来之不易的业绩。 中国作为博世除德国之外最大的市场，贡献了20%的销售额。 2024年，博世中国的销售额达到1427亿人民币，同比增长2.7%。其中，智能出行业务占整体销售额 的82%，达到1166亿人民币，同比增长4%，在非汽车业务降了近3%的形势下，去年整体销售额的 增长主要得益于中国汽车市场总量的增长。 5月8日，博世全球及中国的高管们，在近三小时的财报会上聊了聊这家零部件巨头对复杂政经形势 下的判断和应对，涉及裁员、关税影响和中国市场。 中国市场是其重中之重。 博世集团董事会主席史蒂凡·哈通（Stefan Hartung）在2024财年新闻发布会上数次强调，中国市场 对博世集团非常重要，"中国每年汽车产量超过3000多万辆，超过欧洲和美国生产的汽车总量。作 为汽车技术供应商，如果不进入中国市场，很难在行业中立足。" 他称，博世会紧密依据中国的客户需求以及中国市场的发展趋势，灵活调整并增加生产规模，并且 支持中国企业的全球化发展计划。 2024年，博世在中国投资了约60亿元。过去10年，博世在中 ...

Core Insights - Bosch anticipates no significant turnaround in overall conditions for the year, but aims to rank among the top three suppliers in key markets within the next five years as part of its 2030 strategy [1] - For fiscal year 2024, Bosch projects sales of €90.3 billion, a decline of 1.4% year-over-year, with an adjusted decline of 0.5% after currency effects [1] - The company aims for an average annual sales growth of at least 6% and a profit margin of at least 7% by 2030 [1] Financial Performance - Bosch's EBIT for 2024 is projected at €3.1 billion, down from €4.8 billion in 2023, resulting in an EBIT margin of 3.5% [1] - Free cash flow is expected to be positive at €900 million, with working capital increasing to €8.2 billion from €7.4 billion in 2023 [1] - Sales by region for 2024 include €44.5 billion in Europe (down 5%), €16 billion in North America (up 5%), €1.8 billion in South America (up 6%), and €28.1 billion in Asia-Pacific (up 1%) [2] Market Challenges and Strategies - The automotive market is projected to decline, with global production expected to drop from 94 million units in 2023 to 93 million in 2024 [1] - Bosch plans to optimize costs and adjust its structure to maintain competitiveness in a rapidly changing market, particularly in China [1][3] - The company is focusing on localization strategies in key markets to enhance supply chain resilience and better serve local customers [3] Business Segments - The smart mobility segment is a significant part of Bosch's business, with projected sales of €55.8 billion for fiscal year 2024 [4] - Other segments include consumer goods with sales growth of 1.6% to €20.3 billion, industrial technology with a decline of 13% to €6.4 billion, and energy and building technology with a decline of 2.7% to €7.5 billion [4] Future Projects and Innovations - Bosch plans to launch 50 electric mobility projects this year, primarily in Europe and China [7] - The company is developing advanced driver assistance systems and AI-powered cockpit platforms, with significant contributions from its Chinese operations [7] - Bosch acknowledges the challenges of achieving profitability in new business areas, emphasizing the need for strong product development during transitional periods [7]

"总体而言，我们希望全球贸易的关税越低越好。同时，我们也希望看到全球能够形成公平的竞争环 境，使得来自不同国家的公司在公平的规则下展开良性竞争、实现更好发展。"博世集团董事会成员、 博世智能出行集团主席马库斯·海恩表示。 "中国已是世界第一大汽车出口国，不少整车企业都在考虑全球布局。作为全球最大的汽车零部件供应 商，博世支持所有有此需求的整车企业在世界范围内扩展业务。我们在这方面拥有非常丰富的经验，能 够为中国整车企业'出海'提供非常成熟的支持方案。"博世智能出行集团中国区董事会总裁王伟良告诉 记者，"对企业而言，国际形势的变化是不可控的客观因素，但无论怎样，博世都将与整车企业一起继 续围绕全球化布局展开合作。" 2025上海车展上，"出海"这一关键词被自主品牌车企高管屡屡提及。在中国车企"走出去"的历程中，国 际零部件一级供应商也找到新的发力方向。虽然贸易环境有所变动，但它们从产品、服务等多维度助力 中国车企"出海"的意愿没有动摇。 5月2日，人潮如织的2025上海车展落下帷幕。从数据角度来看，本届上海车展的汽车科技及供应链 展区展出面积，从两年前的3万平方米增至约10万平方米，占据整个展会的三分之一。从产 ...

供应商进入主展馆，与整车企业一起展示最新汽车技术成果是本届上海车展的一大特点，这些技术也展 示了汽车业的新趋势。作为汽车领域最大的TIER 1（一级供应商），博世在此次上海车展发布多项技 术，展示面向未来汽车架构的软件与技术创新，并公布了一系列新技术的投放时间表。 博世对此次上海车展高度重视，德国博世集团董事会成员、博世智能出行集团主席马库斯·海恩飞至上 海，参加了现场发布会，他表示，在中国，智能辅助驾驶的变革尤为迅速、全球领先。通过与客户和业 务伙伴紧密合作，博世正积极把握这场变革中的业务机遇，致力于通过软件与技术创新，赋能智能出行 的发展变革。 此次车展，博世重点展示了新的辅助驾驶技术方案和AI智能座舱平台。据介绍，在辅助驾驶领域，博 世在持续开发和提升人工智能架构，目标是使城区辅助驾驶、高快路及城市记忆行车辅助驾驶，能够提 供更智能化和用户友好的功能。 上海车展前夕，博世发布了全新辅助驾驶品牌"博世纵横辅助驾驶"，涵盖纵横辅助驾驶基础版、升级版 和至尊版三大产品线，形成完整覆盖SAE（国际汽车工程师协会） L2级的全系辅助驾驶矩阵。 （原标题：博世发布辅助驾驶新方案 新产品矩阵即将投放市场） 本届上海车 ...

Group 1: Industry Trends and Developments - The 2025 Shanghai Auto Show features 23 supply chain companies in the vehicle exhibition hall, showcasing advancements in intelligent driving solutions, smart cockpits, automotive-grade chips, power batteries, and charging stations [1] - The exhibition area for automotive technology and supply chain reached approximately 100,000 square meters, highlighting the growing importance of these sectors in the automotive industry [1] - Domestic players like Momenta and Horizon are increasingly penetrating the automotive supply chain, leading to a rise in self-research proportions among car manufacturers [2] Group 2: Key Product Launches - Black Sesame Intelligence launched the Huashan A2000 family of chips aimed at enhancing high-level intelligent driving capabilities [2] - CATL showcased its second-generation sodium-ion battery, which aims to achieve breakthroughs in both range and safety [2] - Bosch introduced its AI smart cockpit platform and an end-to-end model-based urban intelligent driving solution at the auto show [3] Group 3: Competitive Strategies - Valeo emphasized three strategies to tackle fierce competition in the Chinese market: Go newer, Go deeper, and Go together, focusing on innovation, system integration, and collaboration with local manufacturers [5][6] - Visteon is leveraging AI, ecosystem integration, and localized innovation to address competitive pressures, collaborating with tech giants like ByteDance and Qualcomm to enhance its product offerings [7][8] - Continental Group announced the spin-off of its automotive division into a separate entity, Aumovio, to enhance decision-making agility and market responsiveness, with a focus on software-defined vehicles and smart mobility solutions [9][10]