BMW

From Product Export to Systemic Roots: The Three Stages of Deep Globalization in the Automotive Supply Chain and the Talent Imperative

On September 9, 2026, the 20th anniversary celebration of the Automotive Talent Committee of the China Talent Research Society was held. Fu Yuwu, Yang Hong, and others discussed supply chain globalization: technology windows such as electrical/electronic architecture, smart cockpits, and intelligent driving are opening opportunities for Chinese suppliers, but winning orders is only admission. Building plants, R&D, ESG compliance, and cross-cultural system capabilities determine whether they can take root, while interdisciplinary talent ultimately determines how far they can go.

1362 days ago

From One-Way Input to Two-Way Flow: Chinese Smart Driving and Battery Technologies Enter the Global Systems of Multinational Automakers

Starting in the third quarter of 2026, the HS8 driver assistance system developed by CARIZON will be installed in seven models from Volkswagen's three joint ventures in China; the Neue Klasse BMW iX3 will offer a smart driving system co-developed with Momenta as standard across the lineup. From power battery technology licensing to global lidar market share, China's supply chain and AI capabilities are extending outward along with multinational automakers' systems. This article reviews the relevant data and cooperation models, and points out that this is not a simple "one-way export," but a two-way flow of technology, knowledge and industrial capability.

4732 days ago

BMW Neue Klasse Switches to 46-Series Cylindrical Cells, CATL and EVE Energy Supply

BMW Group announced that starting from its next-generation EV platform "Neue Klasse," the sixth-generation BMW eDrive platform will fully transition to self-designed 46-series large cylindrical cells, replacing the previously used prismatic cells. CATL and EVE Energy have become core suppliers, each receiving approximately 50% of the order share. Cell-level volumetric energy density increases by over 20% compared to the fifth generation, and paired with an 800V high-voltage platform, range improves by 30% and charging speed by 30%. The first Neue Klasse model will begin production in Shenyang in 2026.

50824 days ago

BBA Price System Collapses as Luxury ICE Cars Drop to Mass-Market Levels

In 2026, BMW, Mercedes-Benz, and Audi (BBA) face an unprecedented price collapse in China. The BMW 525Li fell to 280,000 yuan, the Audi A6L dipped to 258,000 yuan, and Mercedes E-Class discounts exceeded 130,000 yuan, marking the end of the premium pricing era for traditional luxury vehicles.

17425 days ago

NEV Penetration Breaks 65% as ICE Vehicle Sales Plunge 47%

In July 2026, China's passenger NEV retail penetration exceeded 65% for the first time, while gasoline vehicle sales plummeted 47.2% YoY. NEVs claimed 9 of the top 10 sales spots, leaving only one ICE model. Despite 31 ICE models cutting prices by an average of 14.1% in H1, the decline proved unstoppable.

22926 days ago

Germany Auto Employment Falls to 691.5K: 21-Year Low Reflects Transition Pain

Germany's auto industry employment fell to 691,500, a 21-year low. Volkswagen plans factory closures and mass layoffs. BMW and Mercedes are also shrinking capacity. Germany's auto困境 stems from lagging electrification, rigid cost structures, and intensifying China competition.

59428 days ago

Chengdu Auto Show: 10 Flagship Models from Chinese Brands Debut

The 2026 Chengdu Auto Show is set to open, with 10 major new models making their debut. BYD Han, Fangchengbao S Series, and Yijing X9 headline a lineup dominated by domestic brand flagship models, with Huawei's intelligent driving system as a standout feature.

47230 days ago

Battery, Paint, Transmission: July 2026 Auto Quality Complaints

July 2026 auto quality complaint data shows battery safety issues集中爆发, with Beijing Mercedes, Zeekr, and smart issuing large-scale recalls. Meanwhile, paint bubbling and body corrosion triggered collective complaints, while Volkswagen transmission failures and particulate filter issues continued.

35734 days ago

BBA Profit Margins Collapse: Mercedes Passenger Car Profits Plunge 66%

Volkswagen, Mercedes-Benz, and BMW all reported disappointing H1 2026 results. Mercedes passenger car EBIT plummeted 66.2%, BMW's vehicle margin dropped to just 3.2%, and Audi's revenue fell 10.4%. Weak Chinese demand was the key factor behind the synchronized decline.

52734 days ago

From 1.43M to 200K: The End of China's Imported Luxury Car Era

China's auto imports totaled just 200,000 units in H1 2026, down 11% YoY, an 86% contraction from the 2014 peak of 1.43 million. The imported luxury segment is polarizing, with Lexus holding top spot but under mounting pressure as domestic premium NEVs accelerate substitution.

56645 days ago

BMW Q2 Global Deliveries Drop 4.9% to 591K; China Sales Plunge 30%

BMW Group delivered approximately 591,000 vehicles globally in Q2 2026, down 4.9% year-over-year. China market sales reached 117,817 units, plummeting 30.2% YoY, becoming the biggest drag on global performance. Europe and Americas maintained growth but could not offset Asia-Pacific decline. The Group slashed full-year guidance in June, with EBIT margin expectations lowered from 4%-6% to 1%-3%.

36362 days ago

German Auto Association Urges Opening Domestic Plants to Chinese Carmakers

VDA President Hildegard Müller issued a statement highlighting that high energy prices, taxes, social security burdens, and bureaucracy are eroding Germany's manufacturing competitiveness. She called for opening German production sites to foreign manufacturers including Chinese automakers. Meanwhile, Volkswagen plans to cut 100,000 jobs and close four plants as Europe's auto industry undergoes historic restructuring.

32865 days ago