图片来源：奔驰官网 根据 彭博社报道， 奔驰 及其子公司计划在中国裁减高达 15% 的员工。 裁员将主要影响其金融和销 售部门，即 奔驰汽车金融有限公司和北京梅赛德斯 - 奔驰销售服务有限公司。 被裁员工除了可以获得 N+9 的赔偿外，如果未来两个月没有入职新公司，奔驰中国还会为其额 外发放3 月和 4 月的工资。这意味着，奔驰中国最高的赔付相当于 N+11。 据报道，相关裁员已经开始，本月裁员速度有所加快。被裁员工中大部分为签订"无固定期限劳 动合同"的长期雇员，这意味着许多员工在奔驰中国工作了五年以上。 在一周之前， 奔驰宣布将进一步削减成本，并在其新产品线中增加更多汽油和柴油车型，而非电动 汽车，旨在恢复利润率， 同时公司预计 2025 年收益将大幅下降。 陷入困境的欧洲汽车制造商和汽车零部件制造商已宣布关闭工厂并进行大规模裁员，原因可能是能源 和劳动力成本上升，导致需求疲软且加剧了与中国的竞争。 资料来源 [1]Mercedes-Benz plans to cut up to 15% jobs in China, Bloomberg News reports ， https://www.reuters ...

据此前的募集说明书，募集资金净额将全部划付出境用于一般公司用途。 该期债券缴款日期为1月14日，上市日期为1月15日。 财联社1月8日电，梅赛德斯-奔驰国际财务有限公司公告，将于1月9日在中国银行间债市簿记发行20亿 元人民币3年期债券，利率申购区间为1.7%-2.3%。 ...

自2025年2月18日起，召回生产日期在2021年5月19日至2023年3月20日期间的部分进口C级汽车，共计 4738辆。 自2025年1月22日起，召回生产日期在2023年2月14日至2023年7月27日期间的部分进口S级汽车，共计 10辆。 梅赛德斯-奔驰（中国）汽车销售有限公司、北京奔驰汽车有限公司向国家市场监督管理总局备案了召 回计划，决定召回以下车辆。 自即日起，召回生产日期在2024年6月22日至2024年7月12日期间的部分国产EQE SUV车辆，共计4辆。 ...

Financial Data and Key Metrics - Group revenue impacted by lower pricing and mix for cars, with EBIT at €2.5 billion and EPS at €1.81 [6] - Cash flow at €2.4 billion, ending with net industrial liquidity of €29 billion [6] - Cars segment EBIT at €1.2 billion with a ROS of 4.7%, impacted by BEV stock clearing, dealer support in China, and warranty cost phasing [9][10] - Vans segment ROS decreased from 15% to 13.5%, with CFBIT at €0.9 billion and cash conversion rate of 1.4% [14][15] - Mobility segment EBIT at €300 million, with return on equity at 8.9% [16] Business Line Performance - Cars sales at 504k units, with core segment up 4% driven by GLC and CLE models [6] - Top-End Vehicles (TEV) impacted by softer market in Asia, particularly China, with S-Class demand stable but wholesale adjusted [7][8] - Electrified vehicles down 15%, while plug-in hybrids up 10% globally, driven by the US [8] - Vans sales down 13%, mainly due to lower demand in service and crafts business, with BEV sales at 4,400 units [14] Market Performance - US market shows solid momentum, Europe stable, while China remains challenging with strong competition [19] - TEV segment expected to improve in Q4, supported by G-Class, E AMG, GT, and SL models [19] - xEV share year-to-date at 18%, expected to reach 18%-19% for the full year [20] Strategy and Industry Competition - Company is focusing on a massive product launch initiative, balancing ICE and EV offerings [23] - Investments in technology, including Level 3 autonomous driving with increased operating speed up to 95 km/h [5] - Capital allocation remains a priority, with €10 billion returned to shareholders year-to-date via dividends and share buybacks [5] Management Commentary on Operating Environment and Outlook - Macro environment deteriorated, with competitive landscape remaining demanding [3] - Q4 expected to improve with better mix, normalization of warranty costs, and no BEV stock clearing measures [20] - Company plans to step up efforts on cost efficiencies and material cost reductions [23] Other Important Information - Share buyback program has reached €6.3 billion, with plans to seek authorization for another 10% at the next AGM in May 2025 [17][18] - Changes in consolidation scope due to CSRD and ESRS requirements, adding seven entities to headcount [22] Q&A Session Summary Tim Rokossa (Deutsche Bank) - **Question**: Supplier and dealer compensations in China, and shareholder return framework [26] - **Answer**: Supplier compensations expected to decrease in 2025, dealer support in China to recalibrate over time [28][29] - **Answer**: Shareholder return framework remains unchanged, with plans to renew 10% share buyback authorization [30] Stephen Reitman (Bernstein) - **Question**: S-Class demand in China and Q4 outlook [32] - **Answer**: Retail demand for S-Class stable, Q4 outlook confirmed with improved supply levels [33] Patrick Hummel (UBS) - **Question**: Cost measures to offset market headwinds and European CO2 compliance [35] - **Answer**: Company will intensify cost measures and adjust capacity as needed, with focus on xEVs to meet CO2 targets [39][40] George Galliers (Goldman Sachs) - **Question**: Provisioning levels and cash conversion [42] - **Answer**: Warranty and BEV stock clearing measures not expected to repeat in Q4, with cash conversion supported by working capital management [44][45] Jose Asumendi (JPMorgan) - **Question**: Product offensive timeline and China strategy [47] - **Answer**: Key products like CLA and MMA family to launch in 2025, with focus on BBAC profitability and local supply chain in China [48][51] Philippe Houchois (Jefferies) - **Question**: Warranty issues and premium strategy effectiveness [54] - **Answer**: Warranty phasing in Q3 not a repeat issue, with focus on cost and top-line adjustments to improve profitability [55][57] Henning Cosman (Barclays) - **Question**: Free cash flow sustainability and 2025 outlook [60] - **Answer**: Cash conversion target of 0.8-1 maintained, with investment prioritization supporting cash flow in 2025 [61][62]

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 奔驰将加强智能和本土化研发，坚持豪华特性，应对中国市场变化和挑战。 文丨龚方毅 编辑丨黄俊杰 在市场不景气的时候维持定价甚至做更贵的车，是奢侈品牌的惯用战略。根据三方统计，今年奔驰 S 级、 奔驰 GLS 等高端车型的终端折扣率控制在 10% 左右，比宝马、奥迪同级别车型的折扣低一半。 "目前的市场确实存在一些挑战，对豪华品牌来说也是如此。面对整体市场环境，每家企业都必须要有应 对的策略。" 梅赛德斯-奔驰董事会主席兼 CEO 康林松（Ola Källenius）在 9 月初的见面会上对我们 说。"我们的计划非常简单，就是始终要去满足客户对梅赛德斯-奔驰的期许和需求。" 康林松说，奔驰一方面正投入更多资源，提高包括智驾系统和车机系统在内的车辆智能化水平，另一方面 也会在设计细节以及车辆安全、驾乘舒适感等方面，体现公司一直以来坚持的豪华特性。 据梅赛德斯-奔驰的计划，他们会和中国合作伙伴对乘用车（如轿车、SUV）和轻型商用车（如 MPV）业 务，分别投资超过 100 亿元和 40 ...

淘宝开放微信支付，预计月底上线 奔驰进一步加注中国，宣布超 140 亿元投资计划 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 消费者在淘宝购物选择微信支付时，仍需先跳转至微信，付完款后再跳回淘宝，而支付宝支付可以直 接在淘宝应用内完成。双方合作还有很多可以优化的环节，比如目前将淘宝商品分享到微信私聊窗 口，仍只是一段带网址的文字。 相关谈判半年前由淘宝主动发起，涉及技术、安全、法务等多个部门，双方业务核心高管沟通并体验 了使用流程。 淘宝与微信支付的打通将终结双方 11 年前起的相互屏蔽。当时淘宝购物链接被微信屏蔽，两家公司 各个业务互相竞争，并通过投资和并购扩大战场，衍生出的 "阿里系" 和 "腾讯系" 在几乎每个领域交 锋。 新的变化也意味着中国最大的互联网公司们摒弃了自我闭环、赢家通吃的思维，转而将选择权留给用 户。同一天，美团两大核心业务外卖和酒店入驻支付宝小程序，美团团购的支付宝小程序也将于近日 上线。去年开始，腾讯和字节全面恢复商务合作，旗下产品去对方的平台打广告。 淘宝开放微信支付，预计月底上线 淘天集团今日宣布新增微信支付功能。据我们了解，淘宝将和所有商家签约，预计 9 月底正式上 ...

Mercedes-Benz Group AG (OTCPK:MBGAF) Q2 2024 Results Conference Call July 26, 2024 2:00 AM ET Company Participants Steffen Hoffmann - Head of Investor Relations & Treasury Ola Kallenius - Chairman of the Management Board & CEO Harald Wilhelm - Chief Financial Officer Conference Call Participants Tim Rokossa - Deutsche Bank Stephen Reitman - Bernstein Patrick Hummel - UBS George Galliers - Goldman Sachs Jose Asumendi - JPMorgan Philippe Houchois - Jefferies Tom Narayan - RBC Steffen Hoffmann Good morning, la ...

上一人人人人人 "人"人人人人人" ( x " x " x " x " x Fixed Income Presentation 上一人 上一篇： 上一篇： 2 * 2 Q1 2024 上十八十八十八十八十八十八十八十 Mercedes-Benz Group AG 2020 2012 202 202 202 x * " 人" 人" 人" 人" 人" " " " " " 大 " 大 " " " " " " " " " " at a the first and the first for the form of the for Mercedes-Benz AGENDA I. Mercedes-Benz Group Review Q1 2024 Fixed Income Presentation Q1 2024 2 II. Divisional Review Q1 2024 III. Outlook FY 2024 IV. Funding V. Sustainability VI. Luxury VII. Operating System Mercedes-Benz Group: Key figures Revenu ...

Mercedes-Benz Group AG (OTCPK:MBGAF) Q1 2024 Earnings Conference Call April 30, 2024 2:00 AM ET Company Participants Steffen Hoffmann - Head, Investor Relations & Treasury Harald Wilhelm - Chief Financial Officer Conference Call Participants Tim Rokossa - Deutsche Bank George Galliers - Goldman Sachs Stephen Reitman - Bernstein Societe Generale José Asumendi - JPMorgan Philippe Houchois - Jefferies Henning Cosman - Barclays Horst Schneider - Bank of America Operator Welcome to the Global Conference Call of ...

With new car prices finally softening after the last five years, 2024 could see increased demand from car buyers. For consumers, the average price of a new vehicle in the United States fell 1.2% this January compared to last year. The prices of used cars are also cooling off, as the average price has dropped 3% from a year ago and 12% from its April 2022 peak.At a glance, while this trend may seem concerning for investors in the automobile market, it’s actually beneficial. As new vehicles become more access ...