BMW's sales in China fell 10% in the first quarter, with 144,000 delivered

Recently, the BMW Group released global delivery data for the first quarter of 2026. Its world's largest single market, China, performed weakly, with only 144,000 vehicles delivered in China in the first quarter, a sharp 10% year-on-year decline.Judging from the overall global performance, BMW's three major brands delivered a total of 565,700 vehicles in the first quarter, down 3.5% year-on-year. Despite the weakness in the Chinese and American markets, BMW's overall performance was still better than that of major competitors such as Mercedes-Benz and Audi.

The regional market showed obvious differentiation, with Europe becoming the core growth engine, with 236,400 vehicles delivered, a year-on-year increase of 3%, of which the German domestic market increased by 10.7%.

In the American market, 109,600 vehicles were delivered, down 4% year-on-year. Due to the cancellation of subsidies for electric vehicles in the American market, demand for pure electric vehicles dropped significantly.

Performance at the brand level is equally uneven.

The core BMW brand delivered 496,100 units, a year-on-year decrease of 4.6%; the high-performance M train delivered 47,500 units, a year-on-year decrease of 5.9%; Rolls-Royce delivered 1,271 units, a year-on-year decrease of 4.2%%.

Only the MINI brand bucked the trend and grew, delivering 68,400 vehicles in the first quarter, a year-on-year increase of 5.9%, achieving five consecutive quarters of sales growth.

The electrification transformation presents regional polarization.

Globally, 87,500 pure electric models were delivered in the first quarter, a year-on-year drop of 20.1%.

In the European market, driven by strong demand for the new generation model iX3, new orders for pure electric vehicles surged by approximately 40% year-on-year.

The weak promotion of electrification in the Chinese and American markets has become a key factor dragging down the group's overall electrification performance.

Currently, in the face of increasingly fierce competition in the Chinese market and industry changes in electrification and intelligence, BMW is comprehensively accelerating its product offensive and localization strategic layout.