Core Viewpoint - BYD has officially launched the vehicle-to-phone connectivity feature across all its brand models, enhancing the smart experience for users by integrating with major domestic smartphone brands [2][3]. Group 1: Vehicle-to-Phone Connectivity Features - The vehicle-to-phone connectivity has become a significant highlight in the automotive industry, with increasing collaboration between automakers and smartphone manufacturers to meet growing consumer demand for smart mobility [3]. - BYD's connectivity feature supports three major ecosystems: Carlink, HUAWEI HiCar, and Honor Car Link, offering various functionalities such as screen mirroring, privacy mode, navigation transfer, and music continuation [3]. - Other automakers, like MG and Deep Blue, are also exploring vehicle-to-phone connectivity, with MG announcing a partnership with OPPO to implement comprehensive connectivity features in their new models [4][5]. Group 2: Evolution and Development of Vehicle-to-Phone Connectivity - The concept of vehicle-to-phone connectivity began in 2004 with Nokia and BMW, evolving significantly with the introduction of technologies like MirrorLink, CarPlay, and Android Auto [6]. - The industry is transitioning from a basic connectivity model to a more integrated approach, where mobile devices and vehicle systems seamlessly share information and functionalities [7]. - Experts believe that the future of vehicle-to-phone connectivity will involve deeper integration, allowing for a more unified ecosystem between smartphones and vehicle systems [8]. Group 3: User Experience and Market Trends - Enhancing user experience is crucial for the success of vehicle-to-phone connectivity, as consumers seek more convenient ways to integrate their mobile and driving experiences [8]. - The market is witnessing a trend where vehicle manufacturers are not creating proprietary smartphone brands but are instead focusing on interoperability with existing mobile ecosystems [8]. - The integration of AI technology is expected to further enhance the vehicle-to-phone connectivity experience, providing personalized services and improving overall functionality [9][13]. Group 4: Future Prospects and Challenges - The future of vehicle-to-phone connectivity appears promising, with potential advancements in AI and new business models that could lead to enriched application ecosystems and differentiated insurance pricing based on driving behavior [13]. - However, challenges such as connectivity stability and user interface responsiveness remain significant hurdles that need to be addressed for broader adoption [10].

Group 1 - BMW remains committed to the Chinese market despite a challenging first quarter, launching a series of initiatives aimed at integrating Chinese culture into its new generation models [1][2] - The "BMW China Cultural Journey" will feature exclusive models tailored for the Chinese market, including a new operating system with a "24 Solar Terms" theme display [1] - BMW has introduced the "BMW Intangible Cultural Heritage Longquan Celadon Travel Tea Set" as the first product from its cultural journey, available on the MY BMW APP [1] Group 2 - BMW is increasing collaboration with Chinese companies, including partnerships with Huawei and Alibaba to enhance digital services and develop a customized AI engine [2] - The new generation models, based on a new electronic architecture, are set to begin production in 2025, with a launch in the Chinese market planned for 2026 [2] - Despite a 17.2% year-on-year decline in new car deliveries in China during the first quarter, BMW plans to introduce over 10 new BMW models and several MINI products in 2025, with more than 20 new models expected in 2026 and 2027 [2]

Core Viewpoint - The current situation of joint venture brands in the Chinese automotive market reflects a significant decline in market share, necessitating a strategic shift to regain consumer attention and adapt to evolving market demands [1][6][13]. Market Dynamics - Joint venture brands once dominated the market with a share exceeding 70%, but as of March 2025, their market share has plummeted to below 25% [1]. - New brands like Wenjie and Xiaomi have emerged as the new favorites among consumers, highlighting a shift in consumer preferences and shopping experiences [2][4]. Consumer Experience - The shopping and product experiences have evolved, with new brands offering advanced technology and innovative features that appeal to modern consumers, contrasting with the traditional offerings of joint venture brands [4][6]. - The perception of value has shifted, with consumers increasingly finding joint venture brands less appealing due to outdated features and pricing strategies [6]. Localization and Adaptation - Joint venture brands are now focusing on localized development to better meet the needs of Chinese consumers, as evidenced by new models specifically designed for the Chinese market [7][10]. - Collaborations with local tech companies, such as BMW's partnership with Huawei, are aimed at enhancing digital services and integrating local technology into their offerings [9][12]. Industry Transformation - The automotive industry in China is undergoing a transformation, with joint venture brands transitioning from leaders to followers in the face of rapid advancements in electric and smart vehicle technologies [13]. - The shift towards "China-specific" vehicles is seen as a positive development, as these models are increasingly favored by consumers and reflect the growing capabilities of Chinese automotive manufacturers [6][9].

本公司监事会及全体监事保证公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据《上市公司行业信息披露指引第二号——房地产、第四号——电力、第五号—— 零售》的要求，辽宁申华控股股份有限公司（简称"公司"）现将 2025 年一季度主要经 营数据披露如下： 证券代码：600653 证券简称：申华控股 编号：临 2025—19 号 辽宁申华控股股份有限公司 2025 年一季度主要经营数据公告 - 1 - 1、汽车销售：2025 年 1-3 月，公司实现合并口径宝马品牌销售 2,394 辆，同比下降 11%。 近日，宝马集团公布了 2025 年第一季度的销量，数据显示中国市场 2025 年第一季度累计交 付 155,195 辆，同比下滑 17.2%。公司凭借高效的管理和优质的服务已尽力减少市场下滑带来 的不利影响，面对竞争加剧和电动化转型的局面，公司和宝马厂商均已开始做出调整。 2025 年，宝马将正式发布全新的 Neue Klasse 平台架构，同时计划推出 10 款重磅新车型。 除已在售的全新 BMW X3 长轴距版，全新 BMW M235L 四门轿跑 ...

"深度定制，不是黑盒交付，"一位宝马工程师说，"不是简单地把通义千问App放进应用中心里，宝马的 最终目标是以阿里大模型为基础，让AI赋能每一个交互动作，为车主提供类人的交互体验。" 当天的签约仪式，阿里巴巴CEO吴泳铭和斑马智行联席CEO戴玮双双出席，足以瞥见本次合作的深度。 " BBA争相拥抱中国科技公司。 " 作者丨王瑞昊 编辑丨相辉 阿里通义千问大模型开始"上车"宝马。 3月26日宝马集团和阿里巴巴宣布达成 合作，双方将基于阿里通义大模型推动AI大语言模型"上车"宝马旗 下各大车型。此次合作开发的全新BMW智能个人助理，将在2026年搭载到宝马新世代车型上。 雷峰网了解到，阿里通义千问大模型"上车"宝马的模式，和目前数十家车企争相融合DeeSeek的方式有所 不同，宝马和阿里走的是深度定制路线。据合作框架协议，宝马可以第一时间拿到通义千问最强、最新的 模型，同时也享有阿里超8000万条POI深度数据，为车主提供基于兴趣的推荐服务。 牵手阿里之外，宝马还在近期与华为达成合作，今后宝马在中国将深度融合鸿蒙生态，推出包括BMW数 字钥匙、HUAWEI HiCar和MyBMW App在内的数字化服务。 不过， ...

点击上图 ▲立即预约 1至2月社零总额同比增长4% 3月17日，国家统计局公布数据显示，1—2月份，社会消费品零售总额83731亿元，同比增长4%，比上年全年加快0.5%。其中，除汽车以外的消 费品零售额76838亿元，增长4.8%。从环比看，2月份社会消费品零售总额比上月增长0.35%。1—2月份，服务零售额同比增长4.9%。 按消费类型分，1—2月份，商品零售额73939亿元，同比增长3.9%；餐饮收入9792亿元，增长4.3%。按零售业态分，1—2月份，限额以上零售 业单位中便利店、专业店、超市、百货店零售额同比分别增长9.8%、5.4%、4.0%、0.4%；品牌专卖店零售额下降0.8%。（国家统计局） ｜点评｜ 在春节的加持下，1—2月社零数据表现优于去年全年，但和去年同期相比增速略有放缓。以旧换新政策加码，居民置换手机、家具家 电等大件商品的意愿有所提升，前期积压的潜在需求继续释放。不过，在日常消费上，居民的支出意愿仍不算强，即便在春节期间餐饮店总体表 现依旧算不上火爆。 现阶段消费端的修复仅局限在部分领域，总体力度并不算强。提振消费已经被各部门提上日程，近期也能陆续看到新政策发布。政策效果的释放 ...