据路透社9月30日报道，宝马公布了一项重组计划，重点涵盖扩大AI应用、精简管理层以及推出两款新车型。
宝马此前连续发布盈利预警，股价也大幅下挫，希望借助这项计划重振投资者信心。
欧洲汽车业面临需要低迷、中国车企竞争加剧以及美国关税压力。过去以经营稳健著称的宝马，今年6月再次发布盈利预警。这是宝马三年多来第三次因中国市面表现疲弱发出盈利预警。
随后，宝马宣布了裁员消息，预计德国约8000个岗位受到影响，加入大众汽车和奔驰的降本行列。
过去一年，宝马股价累计跌逾三分之一，降至六年多来的最低点。
宝马把2028年核心汽车业务的中期利润率目标定在3%-5%。到2030年代初，宝马希望把利润率重新提高到8%-10%，而最新业绩表明这一数字仅为2.3%。
宝马计划到2027年年中削减五分之一的部门和相应管理岗位，AI将成为提高组织效率和加快决策速度的关键手段。
今年5月接任CEO、此前负责生产业务的米兰·内德利科维奇表示：“这些计划将协助宝马应对将来几年将决定汽车行业走向的日益激烈竞争。这不是一项降本计划。”
宝马也在依据主要市面日益分化的需要调整机型布局。欧洲市面将在2028年迎来一款入门级纯电车型，美国市面则会推出一款面向较富裕消费者的新豪华SUV。
在中国，宝马计划进一步推进生产本地化，并在自动驾驶、软件集成等工艺领域更多借助本土合作伙伴，从中国向东南亚出口车型也在研究之中。
内德利科维奇说：“面对越来越严峻的环境，笔者制定了首批重新定位措施，并会全力推进落实。”他还称，宝马此前无法预见中国市面会变化得如此迅速，因而对预测持谨慎态度。
本文源自：IT之家
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According to a Reuters report on September 30, BMW announced a restructuring plan focused on expanding AI applications, streamlining management, and launching two new models.
BMW had previously issued consecutive profit warnings, and its stock price had also dropped significantly; the company hopes to restore investor confidence through this plan.
The European auto industry faces sluggish demand, intensifying competition from Chinese automakers, and US tariff pressures. BMW, long known for sound operations, issued another profit warning in June. This marks the third time in over three years that BMW has issued a profit warning due to weak performance in the Chinese market.
Following this, BMW announced layoffs, with approximately 8,000 positions expected to be affected in Germany, joining Volkswagen and Mercedes-Benz in cost-cutting measures.
Over the past year, BMW's stock price has fallen more than a third, hitting a six-year low.
BMW has set its core automotive business mid-term operating margin target at 3%-5% by 2028. By the early 2030s, it aims to raise the margin back to 8%-10%, while the latest figures show it stands at just 2.3%.
BMW plans to cut one-fifth of its departments and corresponding management positions by mid-2027, with AI becoming a key tool to improve organizational efficiency and accelerate decision-making.
Milan Nedeljkovic, who took over as CEO in May and previously oversaw production, said: "These plans will help BMW tackle the increasingly fierce competition that will shape the future of the automotive industry. This is not a cost-cutting plan."
BMW is also adjusting its model lineup based on the increasingly differentiated needs of key markets. A budget electric model will launch in Europe in 2028, while the US market will see a new luxury SUV targeting affluent consumers.
In China, BMW plans to further advance local production and rely more on local partners in areas such as autonomous driving and software integration. Exporting models from China to Southeast Asia is also under consideration.
Nedeljkovic said, "Faced with an increasingly challenging environment, I have devised the first round of realignment measures and will push forward with their full implementation." He also stated that BMW could not have foreseen how rapidly the Chinese market would change, so it is being cautious in its forecasts.
Source: IT Home
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