宝马集团2025年投资者关系报告：愿景、战略与财务数据

INVESTOR RELATIONS PRESENTATION. WE MAKE INDIVIDUAL MOBILITY MORE HUMAN, INTELLIGENT AND RESPONSIBLE –CREATING AN INSPIRING FUTURE FOR ALL OF US. WE ARE THOUGHT LEADERS AND SET STANDARDS FOR TOMORROW’S INDIVIDUALMOBILITY MERGING JOY AND RESPONSIBILITY. Outstanding, thrilling, individual mobility productsand services for customers worldwide. Powerful innovations and passion to shape aholistically sustainable company. Financial stability due to a strong balancesheet and attractive stakeholder returns. VISION.OUR PATH TOTHE FUTURE. WE USE OUR POWERFUL INNOVATIONS, OUR PASSION AND OUR FINANCIALRESILIENCE TO SHAPE THE FUTURE OF SUSTAINABLE MOBILITY. We make individual mobilitymore human,intelligentand responsible– creating aninspiring future for all of us. We focus onour customersand meettheir differing needs around the world. We reconcile economy, ecology andsociety - on the way to climate neutralityby 2050. We emphasize asuperiorprofitabilityandstrongshareholder returnswhilemaintaining afinancialresiliencewith industry-leading credit ratings. Ourvaluesare the basis for our dailywork and we work hand in hand with allinternal and external stakeholders. NEUE KLASSE IS THE NEXT LEVEL MOBILITY IN 2025 WHICH DRIVES PROGRESS ONBOTH A PRODUCT AND A COMPANY LEVEL. ELECTRIC.Taking efficiency of BEVs to a new dimension. Aim ofmatching range and margins with ICEs on a medium term. DIGITAL.Completely novel andimmersive user experience with a newquality of human-car-connection. From a collaborativeorganization to new workingmodels and clustering ofdevelopment, production &purchase expert teams. Developing our flexibleproduction network to aglobally connected iFactoryleveraging digitalization &virtual reality in all divisions. THE VISION NEUE KLASSE BUNDLES BMW'S INNOVATIVE STRENGTH IN THE COREAREAS OF ELECTRIFICATION AND DIGITALIZATION. Fully-electric vehicle architecture.Uncompromisingly optimized forelectricdrivetrains. Scalable technology clusters – highlyinnovative components and digital modules – canbe integrated in all segments and models allowingoutstanding vehicle performance. Major technological leap.Optimization of weight, air and rolling resistance aswell as intelligent heat management.Wheels, brakes and tiressave >9wh/km, Energy loss reductionreached40%Cost reductionachieved20%Weightreductiontotaled10%. THE BMW GROUP SETS ICONIC IMPULSES BY RETHINKING PREMIUM INDIVIDUALMOBILITY CONSTANTLY AND DISTINCTIVELY FOR ALL ITS BRANDS. WE ARE MORE THAN THE SUM OF THE BRANDS AND OUR BRANDS ARE STRONGASSETS WHICH WE EVOLVE IN AN EVER-CHANGING WORLD. WE HAVE A STRONG, EMOTIONAL AND HUMAN BRAND CORE. is in our brand theme for almost 60 years.FREUDE OUR STRATEGIC APPROACH IS STABLE: WE STAY TECHNOLOGICALLY FLEXIBLE.THE BEST DRIVE TECHNOLOGY FOR EVERY NEED. The BMW Group’sleading development expertise in electric drive technologiesis demonstrated by itsrelentless efforts to advance hydrogen fuel cell technologyand its embracing of a'technology-openness'approach in order to provide customers with arange of mobility solutions for the future. All major locations in the BMW Group production network areable to manufacture different drive train typesand model variants. A combination of plant splits, where a model is produced at multiple locations, flexiblesubstitution of drive train variants, and smart distribution of vehicle conceptsensure good capacityutilisation at all sites. WE DESIGN INSPIRING PREMIUM VEHICLES WITH AUTHENTIC, EMOTIONALCHARACTER THAT PROVIDE DEMAND-ORIENTED OFFERS ACROSS POWERTRAINS. OUR WELL BALANCED WORLDWIDE FOOTPRINT COMPRISES>30 PRODUCTION SITES ON 4 CONTINENTS. The “Local for Local” principle.Close link between battery and vehicle production. Secures production against political and economic eventualities.Strengthens existing sites, secures existing and creates new jobs.Short distances reduce CO2-footprint in the vehicle production. WE HAVE A COMPELLING FAMILY OF BATTERY-ELECTRIC VEHICLES WITH AT LEASTONE BEV MODEL AVAILABLE IN ALL MAJOR SEGMENTS. BMW GROUP IS LEVERAGING IN-HOUSE EXPERTISE TO PROVIDE MAXIMUMSUPPORT FOR INDUSTRIALISATION AND RAMP-UP OF PARTNER CELL FACTORIES. Battery cell factory strategy.We leveragein-house expertiseto provide maximum support for industrialization and ramp-up our partner cell factories. Our strategic partnerships and ourlocal for local approachenable us to bring the battery celltechnology, optimal for our customers, to series production in the shortest possible timeempowering suppliersin unity with our specifications. In-house Competence:Battery Cell Competence Centre &Cell Manufacturing Competence Centre. FOR BMW GROUP GEN6 HIGH-VOLTAGE BATTERY ASSEMBLY WE ADD5 NEW ASSEMBLY PLANTS. WE MAKE A STEP CHANGE WITH EACH BATTERY GENERATION AND THE NEXT WILLBE AT MUCH LOWER COST, RESOURCE-EFFICIENT, AND CO2-REDUCED. We took the strategic decision to introduce acylindricalbattery celldesign andpack-to-open-bodyintegrationfor our 6thgen