Group 1 - Panasonic plans to cut 10,000 jobs, representing about 4% of its workforce of nearly 230,000, with 5,000 roles in Japan and 5,000 overseas [1][2] - The company aims to enhance operational efficiency by reviewing sales and indirect departments, and optimizing personnel globally [2] - The job cuts are expected to incur costs of nearly $900 million and will be implemented within the current financial year ending in March 2026 [2] Group 2 - Panasonic shares increased by 2% in Tokyo following the announcement [3] - The company is looking to reduce its dependence on China for electric vehicle batteries, with plans to minimize Chinese supply in the future [3] - In 2022, Panasonic adopted a four-day workweek in Japan to improve employee well-being and reduce overwork-related health issues [3][4]

Core Viewpoint - Panasonic plans to lay off 10,000 employees to enhance profitability by cutting non-growth businesses [1] Group 1: Layoff Details - The company aims to reduce 5,000 employees in Japan and 5,000 overseas, primarily within the current fiscal year [1] - The restructuring costs are estimated to be around 130 billion yen by March next year [1] Group 2: Business Strategy - Panasonic intends to streamline operations by cutting non-growth sectors such as industrial equipment and televisions [1] - The company plans to accelerate its transition using artificial intelligence [1] Group 3: Financial Outlook - Panasonic announced in February that it expects a return on equity of 10% or higher for the fiscal year ending March 2029 [1]

松下表示，计划在球员范围内进行人员优化，针对10000名员工。其中5000名日本员工，5000名海外员 工，主要在截至2026年3月的财政年度实施。 ...

松下在日本和海外裁员约1万人。（彭博） ...

市场消息：松下在日本和海外裁员约1万人。 ...

智通财经5月9日电，松下将在日本和海外裁员约1万人。 ...

（原标题：巨头退场！松下宣布关闭光伏业务部门） 据外媒报道，日本跨国电子企业松下集团（Panasonic）于本周一宣布，将正式关闭旗下太阳能及储能 业务部门，结束其在该领域长达40年的探索。这一决定标志着这家曾主导美国户用光伏市场的技术先驱 正式退出光伏制造赛道，转而聚焦更具战略价值的核心业务。 松下在声明中强调，尽管业务线终止，仍将履行所有产品保修义务，并继续为现有客户及在建项目提供 支持。客户可通过专属邮箱及官网获取售后指引。 "我们坚信太阳能与储能技术的未来，但必须将资源集中于战略优先级领域。"松下在公告中表示，"这 一调整旨在优化业务结构，确保集团长期竞争力。" 松下的光伏制造历史可追溯至1980年代。2009年，松下收购三洋电机，将HIT组件推向全球市场。2010 年代，松下在美国布法罗工厂启动本土化生产，并在日本、马来西亚设立组件制造基地。但随着行业技 术迭代加速，高成本劣势逐渐显现。2022年，松下停止自主生产，将组件制造外包至第三方代工厂。 前松下太阳能业务总监Mukesh Sethi曾公开解释转型逻辑："过去三年光伏行业经历剧变，大尺寸电池技 术迫使企业投入数十亿美元升级产线，而组件价格持续 ...

4月27日，第三十六届国际制冷、空调、供暖、通风及食品冷冻加工展览会(简称"2025中国制冷展")在 上海新国际博览中心拉开帷幕。展会首日，松下举办2025年商住产品发布会，面向低碳社会，介绍 EMS能源管理系统助力环境友好型店铺的实例，重磅推出6恒气候站全新升级系列等产品，商住双擎发 力，共绘绿色人居未来。 松下控股株式会社全球副总裁、集团中国东北亚总代表本间哲朗，松下电器中国东北亚公司总裁CEO木 下步，松下电器(中国)有限公司总裁赵炳弟，松下电器中国东北亚公司执行副总裁、住建空间事业部事 业部长中山正春等出席发布会。 松下自进入中国市场以来，始终以消费者的切实需求为出发点，持续深耕中国市场。近5年，松下在中 国新建扩建19个事业网点，中国已经成为松下在海外最重要的事业基地。松下控股株式会社全球副总 裁、集团中国东北亚总代表本间哲朗在开幕致辞中表示：松下依托百年积累的技术底蕴，发挥全品类家 电与空间设计融合的优势，为中国消费者带来"安全・安心・舒适"的居住体验，更通过节能环保技术积 极推动中国"双碳"目标的实现，让科技与绿色共生。未来，松下将继续以创新驱动发展，以技术赋能生 活。 图：松下举办2025年商 ...

Group 1 - The article discusses the author's long position in the shares of ALFVY and MGA, indicating a positive outlook on these companies [1] - It emphasizes the importance of conducting due diligence and research before making any investment decisions, particularly in high-risk trading styles [2] - The article clarifies that past performance does not guarantee future results, and no specific investment recommendations are provided [3] Group 2 - The author mentions ownership of European/Scandinavian tickers and Canadian stocks, highlighting a personal investment interest in these regions [2] - It notes the potential tax implications for investors in European/Non-US stocks, suggesting consultation with a tax professional [2] - The article indicates that the views expressed may not reflect those of Seeking Alpha as a whole, emphasizing the independent nature of the analysis [3]

Group 1 - The 2025 Suzhou Global Investment Conference will be held from April 26 to 27, showcasing Suzhou's economic vitality, innovation, urban charm, and investment potential [1] - Panasonic has been operating in China for over 40 years, with 64 legal entities and approximately 50,000 employees, contributing 96.5 billion yuan to the group's global business [1] - Suzhou is the region with the most Panasonic enterprises in China, with nine companies involved in various sectors including smart manufacturing and new energy [1] Group 2 - In the past five years, Panasonic has made new investments in 19 business bases in China, including a new electronic materials production base in Suzhou [2] - The company is committed to deepening its presence in China, particularly in areas such as healthcare, new energy, and high-end materials, while supporting China's high-quality economic transformation [2] - A recent survey indicated that 58% of Japanese companies plan to increase or maintain their investments in China, reflecting improved economic outlooks [2] Group 3 - The Osaka World Expo, which opened on April 13, is expected to enhance economic and cultural exchanges between China and Japan, with Panasonic looking forward to the Jiangsu Week event on May 20 [3]