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今年将投产50个电动出行项目！ 博世董事会主席史蒂凡·哈通：未来五年要在各关键市场跻身前三
Mei Ri Jing Ji Xin Wen·2025-05-09 07:46

Core Insights - Bosch anticipates no significant turnaround in overall conditions for the year, but aims to rank among the top three suppliers in key markets within the next five years as part of its 2030 strategy [1] - For fiscal year 2024, Bosch projects sales of €90.3 billion, a decline of 1.4% year-over-year, with an adjusted decline of 0.5% after currency effects [1] - The company aims for an average annual sales growth of at least 6% and a profit margin of at least 7% by 2030 [1] Financial Performance - Bosch's EBIT for 2024 is projected at €3.1 billion, down from €4.8 billion in 2023, resulting in an EBIT margin of 3.5% [1] - Free cash flow is expected to be positive at €900 million, with working capital increasing to €8.2 billion from €7.4 billion in 2023 [1] - Sales by region for 2024 include €44.5 billion in Europe (down 5%), €16 billion in North America (up 5%), €1.8 billion in South America (up 6%), and €28.1 billion in Asia-Pacific (up 1%) [2] Market Challenges and Strategies - The automotive market is projected to decline, with global production expected to drop from 94 million units in 2023 to 93 million in 2024 [1] - Bosch plans to optimize costs and adjust its structure to maintain competitiveness in a rapidly changing market, particularly in China [1][3] - The company is focusing on localization strategies in key markets to enhance supply chain resilience and better serve local customers [3] Business Segments - The smart mobility segment is a significant part of Bosch's business, with projected sales of €55.8 billion for fiscal year 2024 [4] - Other segments include consumer goods with sales growth of 1.6% to €20.3 billion, industrial technology with a decline of 13% to €6.4 billion, and energy and building technology with a decline of 2.7% to €7.5 billion [4] Future Projects and Innovations - Bosch plans to launch 50 electric mobility projects this year, primarily in Europe and China [7] - The company is developing advanced driver assistance systems and AI-powered cockpit platforms, with significant contributions from its Chinese operations [7] - Bosch acknowledges the challenges of achieving profitability in new business areas, emphasizing the need for strong product development during transitional periods [7]