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文:懂车帝原创 李德喆
[懂车帝原创 行业]在齐普策履新集团董事长后,宝马似乎开启了更强劲的攻势。
日前,宝马发布了集团最新业绩报告。数据显示,今年第三季度,公司息税前利润从17.2亿欧元增至22.9亿欧元,汽车板块营业利润率也从去年同期的4.4%上升至6.6%。从具体产品销量来看,虽然第三季度全球市场销量仅增长3.6%,但是SUV车型表现抢眼,尤其是X3和X4两款车型,贡献了相当高的利润。
分析人士认为,在经历最近几个季度因低利润率以及一系列运营监管问题陷入困境后,宝马在新任首席执行官齐普策的领导下,正在重回正轨。
值得一提的是,尽管三季度表现好于预期,但是宝马方面依旧丝毫不敢大意。由于计划推出电动车型,因此,虽然未来新车交付量预计将会有所提升,但汽车板块税前利润将大幅下降,息税前利润率或维持在4.5%至6.5%之间。
需要指出的是,2019年前9个月,宝马集团的研发支出增长了9.4%,至42.5亿欧元。
宝马方面预计,到2021年,全球市场电动车型的需求将增加一倍,在2021至2025年间,电动车型销量将以每年30%的速度增长。为了应对电动化趋势,宝马也不得不面临更高的制造成本。此外,面对中国及欧洲等主要市场销量下滑以及投资成本不断上升等问题,宝马方面计划到2022年底实现削减成本120亿欧元。
除此之外,宝马目前也正在加速向电动化的脚步。据悉,MINI品牌纯电动车型将在本月开始量产,在去年北京车展亮相的iX3车型也将在明年正式投放市场。可以说,当前宝马也在铆足劲努力应对明年开始施行的更为严格的环保法规。按照规定,不能达到排放标准的车企将面临欧盟的巨额罚款。
目光再回到国内,作为宝马最重要的战略阵地,尽管在过去一年多的时间里,中国汽车消费市场表现低迷,但是豪华车市场表现却依旧可圈可点。尤其是宝马品牌,今年在中国的交付量同比增长了15%,而在今年三季度,宝马在华销量同比增长5.8%,继续跑赢大势。当然,从具体车型来看,国产X3可谓贡献不小。
不过,宝马在中国市场也正遭受着“甜蜜的烦恼”。虽然SUV车型销量持续攀升,宝马国产SUV阵营也在不断扩充,然而,最近部分新3系车型因发动机问题停售的传闻在市场当中也引起了轩然大波。所以说,宝马想要在BBA阵营中持续保持领先,不光要靠SUV,同样需要依靠轿车产品的良好表现。当前,宝马在华合资工厂已经成为全球标杆,但话说回来,让消费者放心才是保证销量的前提条件。
原创文章,作者:cesifu,如若转载,请注明出处:http://www.cesifu.com/article/62320.html
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