BMW is strategically placed to handle tougher EU emissions targets and remains less affected by trade wars, with a significant portion of US sales coming from locally built vehicles. Analysts express confidence in BMW's operational positioning, especially regarding its EV share. Despite a challenging market in China, where sales have declined significantly, BMW is set to launch its Neue Klasse platform, enhancing its EV capabilities with better range and software. However, increasing competition and pricing pressures in China pose risks that analysts warn about.
"From an operational standpoint, I think BMW, outside China, is very well placed. They're pretty much where they need to be in terms of the EV share in the mix."
"We anticipated that people wouldn't want to be discriminated against because of the power train. We've gone the path which others are now following."
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