以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 CES 2026 媒体日期间披露的汽车领域相关动态已为本周定下基调。无论是整车制造商还是供应链厂 商，都传递出一个清晰的信息——车辆平台正围绕软件可扩展性、集中式计算架构以及长期可升级 性进行根本性重构。多数公告强调了AI、互联技术、感知系统与计算能力如何在统一的车辆架构中 融合，以支持跨车型、跨区域市场的规模化部署。以下为 Counterpoint 对媒体日重点汽车发布内容 的分析解读： NVIDIA 发布 Alpamayo 开源 AI 模型与工具，旨在加速安全、基于推理的自动驾驶开发进程 NVIDIA 推出了 Alpamayo，这是一套包含开源 AI 模型、仿真工具与数据集的解决方案，旨在加速 安全可靠的自动驾驶系统研发进程。该模型采用视觉-语言-动作（Vision-Language-Action，VLA） ...

北京时间1月8日，被誉为科技界"春晚"的CES2026拉开大幕，宝马集团新世代首款力作BMW iX3登台，正与本届CES"AI场景化落地"核心理念深度契合。 自2016年以来，宝马便一直是CES令人瞩目的焦点。从2023年的BMW i数字情感交互概念车(Dee)描绘"数字情感伙伴"的愿景，到2025年发布BMW全景 iDrive与BMW操作系统X重构人车交互，近年来，宝马更始终站在技术的最前沿。 聚焦宝马新世代，它不是一款新车，更代表了宝马在设计、技术、智能与驾控领域的全面革新，更定义了BMW品牌下一代车型的发展方向。BMW iX3作为 新世代首款车型，诞生于完全为纯电驱动的全新车辆架构，集中展现了宝马新世代车型的创新技术集群，融合第六代BMW eDrive电驱技术，以及以数字化 体验为核心的创新科技集群，并通过全新智能电子电气架构，BMW首创全景iDrive、BMW驾控超级大脑(Heart of Joy)和大圆柱电池的应用，让智能驾驶乐 趣再次革新。 自2025年9月全球首发以来，新世代BMW iX3在欧洲迅速赢得市场与行业双重认可，先后获得德国"金方向盘"大奖的"最佳创新车型"，及英国《Top Gear》 ...

本报（chinatimes.net.cn）记者刘凯 北京报道 近日，德国豪华汽车制造商宝马集团宣布了一项重大人事决议，现任生产业务负责人米兰·内德利科维 奇将于2026年5月14日正式接替奥利弗·齐普策，担任集团管理董事会主席（即首席执行官），任期至 2031年。 在业内看来，此次领导层更迭计划提前近两年公布，为市场与内部提供了明确的过渡预期。它并非应对 危机的仓促之举，而是宝马在电动化转型进入最为关键的"深水区"时，一次主动的战略性人事布局。内 德利科维奇的核心使命是确保公司史上最大规模的"新世代"（Neue Klasse）电动化战略，从宏伟蓝图转 化为全球市场，特别是中国市场上的量产成功与商业胜利。 即将在2026年接棒的米兰·内德利科维奇，现年56岁，是一位在宝马生产体系内成长起来的工程师和管 理者。他于1993年以生产规划培训生身份加入宝马，职业生涯历经工艺工程师、工厂规划、质量管理等 关键岗位，并曾成功领导莱比锡工厂和慕尼黑工厂的运营。2019年，他进入集团董事会，全面执掌生产 部门。 内德利科维奇的核心业绩是构思并全球落地了宝马的"iFactory"生产战略。该战略的三大支柱"精益、绿 色、数字化 ...

齐普策已任职宝马集团管理董事会十余年，并自2019年8月起担任管理董事会主席。2023年，齐普 策的宝马集团管理董事会主席任期已延长至法定退休年龄之后，至2026年届满。此后，他将按计划 于2026年5月13日年度股东大会后卸任管理董事会职务，为其长达35年的宝马集团职业生涯画上句 号。 2025.12. 10 本文字数：945，阅读时长大约2分钟 作者 | 第一财经 武子晔 宝马集团管理层迎来重大人事调整，米兰·诺德科沃奇 （Milan Nedeljković ）将成为新的掌门 人。 宝马集团官网信息显示，宝马集团监事会于12月9日作出决议，诺德科沃奇将自2026年5月14日起 担任宝马集团管理董事会主席，接替奥利弗·齐普策（Oliver Zipse）的职位。 微信编辑 | 小羊 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 银行国资轮番下场卖房 | | | 1 ...

宝马集团监事会主席尼古拉斯·彼得（Nicolas Peter ）表示，齐普策主导推进了宝马集团历史上规模最大 的战略项目——新世代车型的落地。 诺德科沃奇自2019年起担任宝马集团管理董事会成员，目前负责生产部门。这位56岁的管理者于1993年 以管培生的身份加入宝马集团，积累了丰富的国际运营经验。他曾历任牛津工厂高管、莱比锡及慕尼黑 工厂总经理、宝马集团质量高级副总裁等重要职务，其管理董事会主席任期将延续至2031年。 诺德科沃奇的任期正值宝马集团战略转型关键时期。从战略上来看，新世代是宝马集团成立以来最大的 一项投资，包括全新的架构、全新设计语言、第六代电驱技术，并应用和合作伙伴共同开发的大圆柱电 芯。今年9月5日，宝马集团新世代首款量产车型BMW iX3在慕尼黑全球首发，其国产版本将于明年推 出。宝马正开展大规模产品攻势，按照规划，到2027年，宝马在全球市场将推出40余款新车型，覆盖多 种驱动模式及全部细分市场。其中，2026和2027这两年内，将在中国推出包括新世代车型在内的20余款 新车。 奥利弗·齐普策（Oliver Zipse）退休。 宝马集团管理层迎来重大人事调整，米兰·诺德科沃奇 （Mil ...

3月，宝马选择阿里巴巴作为其智能座舱的AI底座；4月，宝马将DeepSeek的AI能力接入了车载系统；7 月，合作延伸至智能驾驶的核心领域。宝马与中国自动驾驶公司Momenta官宣，双方将基于国产新世代 车型的电子电气架构，联合研发面向中国市场的新一代智能驾驶辅助系统。 通过这三项合作，宝马在短期内迅速构建了一个覆盖感知、交互、决策不同层次的本地化AI技术生 态。其目标明确，即在智能化的关键领域，特别是座舱体验和自动驾驶，更直接地契合中国市场的技术 迭代速度与用户需求。 今年以来，宝马正在用一种更系统、更彻底的方式，为其在中国的智能汽车版图添上核心要素。 今年开始，宝马接连宣布了与三家中国科技公司的深度合作，覆盖了从云端计算到车辆决策的不同层 面。 但对外合作只是宝马智能化布局的一条明线。要理解其完整的战略意图，需要看到与之并行的另一条主 线：对内，宝马正试图重新定义AI在整个组织内部的角色，它正从一个提升特定环节效率的工具，转 变为驱动整体业务转型的基础能力。 这一转变的标志性事件，是今年3月宝马在华发布的"360度全链AI"战略。该战略明确将AI深度融入研 发、生产、销售、服务全价值链，而随后推出的自研A ...

Group 1: New Energy Vehicle Exports - In October 2025, China's new energy vehicle exports reached 256,000 units, marking a year-on-year increase of 99.9% and a month-on-month increase of 15.4% [1] - From January to October 2025, new energy vehicle exports totaled 2.014 million units, reflecting a year-on-year growth of 90.4% [1] Group 2: Automotive Investment Growth - Automotive investment growth is projected to reach 17.5% in 2025, significantly higher than other manufacturing sectors [2] - In October 2025, total vehicle production was 328,000 units, with new energy vehicle production at 171,000 units, representing a year-on-year increase of 19% and a penetration rate of 52% [2] Group 3: GAC Group Leadership Changes - GAC Group announced the appointment of He Xianqing as General Manager and Wang Dan as Chief Accountant, marking a significant leadership change aimed at reform [3] Group 4: Geely Automotive Financial Performance - Geely Automotive reported a third-quarter revenue of 89.19 billion yuan, a year-on-year increase of 27%, and a net profit of 3.82 billion yuan, up 59% year-on-year [4] Group 5: XPeng Motors Financial Results - XPeng Motors reported third-quarter revenue of 20.38 billion yuan, a year-on-year increase of 102%, with a net loss of 380 million yuan [6] - The total vehicle deliveries for the third quarter reached 116,007 units, a 149.3% increase compared to the same period in 2024 [6] Group 6: Leap Motor Financial Performance - Leap Motor achieved a net profit of 150 million yuan in the third quarter of 2025, marking consecutive quarters of profitability [8] - The company delivered 173,852 vehicles, a 101.8% increase year-on-year, with revenue of 19.45 billion yuan, up 97.3% [8] Group 7: Future Product Plans of XPeng Motors - XPeng Motors plans to launch seven new models in 2026, including three super electric range-extended products in the first quarter [11] Group 8: BMW iX3 Production Plans - BMW's new generation iX3 is set to be produced in 2026, featuring advanced driving assistance technologies, with extensive testing already underway [12]

Core Viewpoint - BMW Group's Chairman, Zipser, emphasizes the importance of international cooperation and dialogue in the evolving global landscape, highlighting the company's commitment to long-term investment and innovation in China [3][4]. Group 1: International Cooperation and Market Dynamics - Zipser calls for enhanced international collaboration to promote green and low-carbon development while maintaining fair market competition [3]. - BMW Group opposes the European Commission's anti-subsidy tariffs on Chinese electric vehicles and has filed a lawsuit in the EU court, advocating for free trade and open markets [3][4]. - The company believes that open markets and clear rules are more beneficial for shared prosperity than trade barriers [3]. Group 2: Commitment to China and Innovation - BMW Group has established the largest R&D network outside Germany in China, investing over 116 billion RMB in its Shenyang production base since 2010 [4]. - The company is focused on a dual strategy of "independent innovation and open cooperation," enhancing product digitalization and intelligent driving systems through partnerships with Chinese firms like Alibaba and Huawei [4]. Group 3: Green Development and Sustainability Goals - Zipser highlights that green development is a common goal for both Europe and China, advocating for a comprehensive assessment of carbon emissions across the entire value chain in the automotive industry [6]. - BMW aims to reduce carbon emissions by at least 40 million tons by 2030 compared to 2019 levels and achieve carbon neutrality across its value chain by the end of 2050 [8]. - The new generation BMW iX3, set to be produced in Shenyang in 2026, will be the most localized model and contribute to green and intelligent mobility [8]. Group 4: Competitive Environment in China - Zipser notes that constructive competition should reward quality, safety, and innovation, while destructive competition based solely on price is detrimental to the industry's long-term health [8]. - The company supports the Chinese government's initiatives to establish clear rules for fair and orderly competition, which will protect consumer rights and enhance supplier confidence [8].

Core Viewpoint - BMW Group's Chairman, Oliver Zipse, emphasizes the importance of international cooperation and dialogue in the evolving global landscape, highlighting the company's commitment to long-term investment and innovation in China [3][4]. Group 1: International Cooperation and Market Dynamics - Zipse calls for enhanced international collaboration to promote green and low-carbon development while maintaining fair market competition [3]. - BMW Group opposes the European Commission's anti-subsidy tariffs on Chinese electric vehicles and has filed a lawsuit with the EU court, advocating for free trade and open markets [3][4]. Group 2: Technological Innovation and Local Partnerships - BMW Group is entering a "2.0 era" in its cooperation with China, focusing on technological innovation to drive high-quality development in the automotive industry [4]. - The company has established significant partnerships with Chinese firms like Alibaba, Huawei, and Momenta in AI and autonomous driving, enhancing product digital interaction and intelligent driving assistance systems [4]. Group 3: Commitment to Green Development - Zipse highlights that green development is a common goal for both Europe and China, advocating for comprehensive evaluation metrics that cover the entire value chain in the automotive sector [5]. - BMW aims to reduce carbon emissions by at least 40 million tons by 2030 compared to 2019 levels and achieve carbon neutrality across its value chain by the end of 2050 [5]. Group 4: Competitive Environment in China - The company views constructive competition based on quality, safety, and innovation as beneficial, while price-based competition is seen as detrimental to the long-term health of the industry [5][6]. - BMW appreciates the Chinese government's efforts to establish clear rules for fair and orderly competition, which helps protect consumer rights and enhances supply chain resilience [6].

Core Viewpoint - The automotive industry is a pillar of the national economy, and the recently issued "Automotive Industry Stabilization Growth Work Plan (2025-2026)" aims to enhance both the quality and quantity of growth in the sector through various measures [1][2]. Group 1: Sales and Market Performance - The plan targets an annual automotive sales volume of approximately 32.3 million units by 2025, representing a year-on-year growth of about 3%, with new energy vehicle (NEV) sales projected at around 15.5 million units, a growth of about 20% [2]. - In September, automotive production and sales reached 3.276 million and 3.226 million units, respectively, marking a year-on-year increase of 17.1% and 14.9%, with NEV sales exceeding 1.1 million units, reflecting a growth of over 30% [2][3]. Group 2: Policy Measures and Consumer Demand - The plan includes 15 measures to support sustained market growth, emphasizing the need to enhance automotive consumption through a combination of policies [3]. - Key measures include optimizing purchase restrictions, implementing tax incentives, and improving the charging infrastructure for NEVs to alleviate consumer concerns about range anxiety [3][4]. Group 3: Technological Innovation - The plan emphasizes the importance of technological innovation, aiming to enhance supply quality by advancing key technologies such as automotive chips and solid-state batteries [4]. - The integration of intelligent connected vehicle technologies is expected to create new demand and facilitate the industry's digital transformation [4][5]. Group 4: Regulatory Framework and Competition - The plan addresses issues such as outdated entry mechanisms and unhealthy competition by proposing a systematic regulatory framework [6]. - Measures to regulate competition include strengthening cost investigations and price monitoring to ensure a healthier industry environment [7]. Group 5: International Cooperation and Export Growth - The plan aims to deepen international cooperation and enhance the export of Chinese automotive products, with a target of over 6.5 million vehicles exported this year [8][9]. - Collaborations between Chinese companies and international firms are increasing, with examples such as the partnership between Mogu Che Lian and BYD for an autonomous bus project in Singapore [8].