松下上周公布的重组计划包括削减或关闭表现不佳的业务，并整并过多的部门与办公室。据IT之家此前报道，裁员将主要在未来 10 个月内完成，涉及全球 范围的 1 万个岗位。 过去五年，松下试图通过转型提升盈利能力，但收效不彰，其营业利润率长期徘徊在 3.4% 到 5% 之间，明显落后于索尼、日立等日本同行。 在日本及东南亚市场，松下的冰箱、微波炉等标志性消费电子产品也面临高品质中国产品的强劲竞争，市场份额不断被蚕食。松下强调并未退出消费电子领 域，而是计划通过深化改革，使该业务成为利润核心。 此外，楠见还表示，公司将积极布局企业服务市场，包括供应链管理和能源管理等新领域。他进一步表示，中国的产品开发效率也更高，"我们应该把在中 国积累的成本优势，逐步反哺至日本的业务体系。"松下此前曾表示，将增加中国研发的产品对东南亚的出口，同时减少当地定制型号。 IT之家 5 月 15 日消息，据日经亚洲今日报道，松下控股将对持续亏损的电视业务采取更果断的改革措施，这是其大规模重组计划的一部分，该计划将裁撤 1 万个岗位。 松下首席执行官楠见雄规本周对媒体表示，公司一直在推动电视业务向轻资产模式转型，生产则由合作伙伴承担。他坦言， ...

松下计划优化1万多名员工 日本国内和海外各占半数 松下控股株式会社发布的集团经营改革进展的内容引发社会关注。对此，5月14日，松下电器（中国） 有限公司发布澄清公告，称日前部分媒体报道该公司的裁员计划存在错误信息。 松下电器控股公司社长楠见雄规： "目前面临的困境已经非常明显" 此前在5月9日松下集团宣布，计划优化共计一万名员工的人力资源，日本国内与海外各占半数，这一行 动主要将在截至 2026 年3月底的 2026 财年中实施。松下集团在全球的员工总数约为 22.8 万人，此轮裁 员比例约为4.4%。 据悉，松下计划在2025财年末解散"松下电器公司"，并组建三家新子公司：家电业务将整合为"智能生 活公司"，空调等业务将组成"空气品质空调·食品流通公司"，照明业务将划归"电气工程公司"。此外， 松下原有的电池、住宅能源系统等业务板块将继续作为独立子公司运营。 松下方面表示，这一分拆模式旨在使各业务板块更加灵活应对市场变化，避免单一板块的困境拖累整个 集团。 松下电器发布声明称不存在 "将在2025年度内退出或出售课题事业"的计划 根据最新消息，5月13日，松下电器在官网发布声明称，2025年5月9日，松下控 ...

Core Viewpoint - Panasonic Group has officially denied recent media reports regarding its business reform plans, clarifying that there are no intentions to exit or sell its industrial motor and automotive components businesses by 2025, and that personnel optimization will occur between 2025 and 2026 [1][3]. Group 1 - Panasonic plans to cut approximately 10,000 jobs, with half of these in Japan and the other half overseas, as part of its restructuring efforts [3]. - The company aims to achieve an operating profit exceeding 600 billion yen by the fiscal year 2026 through measures such as terminating unprofitable businesses and consolidating branches [3]. - For the fiscal year 2024, Panasonic reported a slight revenue decline of 0.5% to 8.46 trillion yen, with net profit dropping 17.5% to 366.2 billion yen, attributed to global economic slowdown and reduced demand for electric vehicles [3]. Group 2 - Panasonic emphasized that its motor product business has a positive development outlook and is considering increasing investments in research, services, and market expansion [1]. - The company refuted claims regarding the timeline for personnel optimization, stating that the plan will be implemented between 2025 and 2026, rather than by March 2029 as previously reported [1].

5月13日，针对关于"松下集团经营改革进展"的部分报道，松下电器(中国)有限公司发布声明称，部分 媒体的报道中存在错误信息。松下声明称，课题事业中不包含"工业用马达和车载零部件"，且不存 在"将在2025年度内退出或出售课题事业"的计划。马达产品业务发展前景良好，关于未来加大在研发、 服务、市场拓展等方面的投入正在研讨之中。此外，"人员的优化将于2029年3月内实施"为不实信息， 本计划将在2025年度～2026年度之间开展。 ...

Group 1 - Panasonic plans to lay off 10,000 employees globally as part of its structural reform, with a focus on non-growth businesses [1][3] - The layoffs will primarily occur in the fiscal year 2025, affecting 4% of the company's total workforce of approximately 228,000 employees [3] - The restructuring is expected to incur a cost of 130 billion yen (approximately 6.5 billion RMB), with 60% allocated for employee compensation and 40% for business divestiture [3] Group 2 - For the fiscal year 2024, Panasonic reported revenues of 8.46 trillion yen (approximately 420 billion RMB), a slight decrease of 0.5% year-on-year, and a net profit of 366.2 billion yen, down 17.5% [1][4] - The company attributes its poor performance to a global economic slowdown and reduced demand in the electric vehicle market [1][4] - Panasonic aims to improve its adjusted operating profit by over 300 billion yen by the fiscal year 2028 [4] Group 3 - The company identifies underperforming segments such as televisions, kitchen appliances, industrial motors, and automotive components as "problematic businesses" [4] - Panasonic plans to dissolve its main appliance, air conditioning, and lighting divisions into three independent subsidiaries by fiscal year 2025 [4] - The energy division, which includes battery production, is expected to see revenue and profit growth despite challenges, with a projected increase in battery business revenue of 117.7 billion yen [6][7] Group 4 - Panasonic's battery division is facing challenges, with a significant drop in sales volume compared to competitors, but the company remains optimistic about future growth [6][7] - The company is focusing on new strategic partnerships to supply batteries to Mazda and Subaru, while also maintaining its relationship with Tesla [6][7] - Panasonic's Nevada factory is nearing full production capacity, indicating steady demand for vehicle batteries despite Tesla's sales decline [6][7]

Group 1: New Energy Vehicle Market - In April, the retail sales of new energy passenger vehicles reached 905,000 units, representing a year-on-year growth of 33.9% and a month-on-month decline of 8.7% [1] - Cumulative retail sales from January to April totaled 3.324 million units, an increase of 35.7% [1] - The penetration rate of new energy vehicles in the overall domestic passenger car market reached 51.5% in April, up 7 percentage points from the same period last year [1] Group 2: Hydrogen Energy Initiatives - The first commercial hydrogen-powered locomotive in China began trial operations in Liupanshui, Guizhou, filling a gap in hydrogen railway freight transport in the southwest region [2] - Additionally, 100 units of 49-ton hydrogen fuel heavy trucks and 4 units of 8.6-meter hydrogen fuel cell buses were officially put into operation [2] Group 3: Financial Support for New Energy Vehicles - Zhejiang Province has allocated a budget of 33.864 million yuan for central energy conservation and emission reduction subsidies in the new energy vehicle sector for 2025 [3] - This includes 31.028 million yuan for promoting the application of new energy vehicles and 2.836 million yuan for the third-year rewards for fuel cell vehicle demonstration applications [3] Group 4: Automotive Industry Developments - Volkswagen announced a recall of 89,417 vehicles in the U.S. due to potential issues with cylinder head screws that may not be properly tightened, leading to oil leaks and increased fire risk [5] - Ideal Automotive reported that the cumulative delivery volume of its L7 model has surpassed 300,000 units [7] - SAIC General Motors Buick brand has officially started nationwide deliveries of its new large new energy MPV, the GL8陆尚, which was launched on April 25 with prices ranging from 249,900 to 289,900 yuan [11] Group 5: Corporate Strategies and Collaborations - Panasonic Holdings announced plans to cut approximately 10,000 jobs globally, with 5,000 layoffs in Japan and overseas starting from the 2025 fiscal year, while also terminating unprofitable businesses [6] - Toyota China visited Qi Anxin Security Center to discuss topics such as cybersecurity, AI security, and data compliance, indicating a deepening collaboration in these areas [12]

松下路透社 除裁员外，松下前于今年2月宣布，将审查其集团公司的运营效率，尤其是销售和后台部门。 作为公司 改革的一部分，松下预计2025财年将承担1300亿日元（约合人民币64.7亿元）的重组成本。 就其整体业 务而言，松下预计2025财年的营业利润将下降13%，至3700亿日元（约合人民币184.2亿元）。 【文/观察者网 潘昱辰 编辑/高莘】据路透社报道，松下当地时间5月9日表示，公司将裁员1万人。根据 松下的声明，裁员将主要在2025财年（2025年4月-2026年3月）进行，其中一半裁员位于日本，另一半 则在海外。 根据官方数据，目前松下在全球拥有约22.8万名员工。 松下称，裁员将通过整合销售和间接业务、终止 场地业务和令日本员工提前退休来实现。 不过，松下预计不会在其能源业务中计入任何重组成本。 该公司还预测，由于预期电池和储能系统销 售额的增加，2025财年其以动力电池制造为首的能源业务的营业利润将增长39%至1670亿日元（约合人 民币83.1亿元）。 根据SNE Research的数据，2024年松下动力电池的装机量为35.1GWh，同比下降18%，是排名全球前十 的企业中降幅最大的一家；其 ...

Core Viewpoint - Panasonic Holdings plans to lay off 10,000 employees as part of its restructuring efforts to improve operational efficiency and reduce costs [1] Group 1 - The company aims to streamline its operations in response to declining profitability and increased competition in the electronics sector [1] - The layoffs represent approximately 10% of Panasonic's global workforce, indicating a significant shift in the company's strategy [1] - This decision is part of a broader trend in the industry where companies are adjusting their workforce to adapt to changing market conditions [1]

Electronics maker Panasonic Holdings is cutting 10,000 jobs from its workforce. The Japan-based company announced the job cuts on Friday as part of a broader effort to increase its profitability moving forward.Of the 10,000 employees slated to lose their jobs, half will be workers in Japan, according to Panasonic. The other 5,000 will be in other countries.  "In terms of management reform, toward transformation into an organization where individual employees create higher productivity, the Company will thor ...

Group 1 - Alibaba's CEO Wu Yongming emphasized the need for the company to return to its entrepreneurial roots and adapt to the opportunities and risks presented by the AI technology revolution [3][4] - Alibaba has reportedly opened up internal network permissions, allowing employees from various business units to reconnect after two years, indicating a potential shift towards a more unified corporate culture [4] - Tmall's 618 shopping festival will feature a simplified discount structure, offering a 15% discount for single-item purchases, with additional coupons and price protection measures in place [4] Group 2 - TikTok's live streaming platform has intensified efforts to combat "emotional disguise" scams, recovering over 1,000 accounts in the first quarter for violating guidelines [5] - Dazhong Dianping has launched a reporting channel for users to report inducements for positive reviews and harassment for negative reviews, with significant numbers of complaints received during the recent holiday [6][7] - The e-commerce platform Dewu reported a doubling of annual sales for 6,120 brands, with a user base exceeding 500 million, primarily targeting the post-95 demographic in China [8] Group 3 - Xiangdao Travel has completed over 1.3 billion RMB in Series C financing and announced plans for an IPO in Hong Kong, focusing on personal and corporate travel services [9] - Shenzhou Car Rental has initiated a "dirty must compensate" service quality month, promising triple compensation for users who find vehicles not meeting cleanliness standards [10] - Google Pay has had its regulatory oversight lifted by the U.S. Consumer Financial Protection Bureau, reversing a previous decision made during the Biden administration [11] Group 4 - TSMC reported a 48.1% year-on-year increase in sales for April, reaching 349.57 billion NTD, with a 22.2% month-on-month growth [15] - Semiconductor foundry SMIC indicated that smartphone clients may lower inventory targets for Q3, facing price pressure in the foundry industry [14] - Ford has withdrawn its annual earnings guidance due to potential significant impacts from tariffs on net profits, despite reporting better-than-expected Q1 results [27] Group 5 - Panasonic Holdings announced plans to cut 10,000 jobs by 2029, representing about 4% of its global workforce of approximately 228,000 [32] - New Hope reported a sales volume of 1.596 million pigs in April, with a revenue of 2.278 billion RMB, reflecting a year-on-year decrease in revenue [34] - Shimao Group's contract sales for the first four months of 2025 reached approximately 9.07 billion RMB, with an average sales price of 12,209 RMB per square meter [37]