大众汽车称未来五年内约2万名员工将自愿离职

Core Insights - Volkswagen AG plans to reduce approximately 20,000 employees in Germany over the next five years through a voluntary departure program to address uneven demand in the European market and accelerate its electrification transition [1][3] - This restructuring is the largest since the launch of the "Future Pact" strategy in 2024, aimed at optimizing costs and enhancing operational flexibility [1][3] Group 1: Market Challenges - The company faces long-term underutilization of production capacity in German factories due to weak consumer demand in Europe, rising supply chain costs, and lower-than-expected penetration rates of electric vehicles [3] - CEO Oliver Blume highlighted the dual challenges of demand structure and energy transition in Germany, emphasizing the need for streamlined operations to support electrification, digitalization, and software-defined vehicle strategies [3] Group 2: Employee Impact - The voluntary departure plan will affect various functions, including research and development, production, and administration, across Volkswagen's German brands such as Volkswagen Passenger Cars, Audi, and Porsche [3] - The total number of employees in Germany will decrease from 280,000 to approximately 260,000, representing a 7% reduction [3] Group 3: Strategic Goals - The restructuring is not only a response to short-term demand fluctuations but also a critical step in Volkswagen's long-term electrification strategy, with a goal to increase the share of electric vehicle production in Europe to 80% by 2030 [3] - The reorganization is expected to free up over €3 billion (approximately 234 billion RMB) in annual cost savings for investments in battery factories, autonomous driving, and connected vehicle technologies [3] Group 4: Future Production Plans - Volkswagen's factories in Emden, Zwickau, and Hanover will gradually transition to pure electric production bases, with plans to launch 10 new all-electric models by 2026 [4] - The company is collaborating with U.S. battery manufacturer QuantumScape to develop solid-state battery technology, which is currently in mass production testing and is expected to be implemented in German production lines by 2027 [4] - Blume emphasized that the goal is not only to cut costs but also to build future competitiveness through restructuring, maintaining Germany as a core base for innovation and manufacturing [4]