为降本开路，戴姆勒卡车预计将在德国裁员5000人

Core Viewpoint - Daimler Trucks plans to cut approximately 5,000 jobs in Germany over the next five years as part of a strategy to relocate truck production to more cost-effective countries [1][3] Group 1: Job Cuts and Restructuring - The job cuts will reduce the workforce at the German headquarters and administrative departments by 20% and sales personnel by 15% [3] - The layoffs will be achieved through natural attrition, expanded early retirement options, and targeted severance packages [3] - The company aims to improve efficiency, reduce complexity, and balance investments in diesel and zero-emission technologies to achieve higher profitability targets [3] Group 2: Financial Goals and Performance - Daimler's goal is to achieve an adjusted sales return of over 12% for its industrial business by 2030, up from 8.9% last year [3] - The company targets an annual revenue growth rate of 3%-5% by 2030, driven by defense business, increased sales of zero-emission vehicles in Europe, growth in the Indian market, and high-margin service business [3] - Daimler plans to raise its profit margin expectations for North American trucks from 9%-12% to 10%-14% by 2030 [3] Group 3: Market Challenges - The European truck manufacturing sector is facing collective challenges, with Daimler being the best-performing among the three major European truck manufacturers [4] - In Q1, Daimler's revenue was €13.3 billion (approximately ¥111.86 billion), remaining stable compared to the previous year, while its adjusted EBIT increased by 4% [5] - The European commercial vehicle market is experiencing a decline, with registrations of heavy commercial vehicles dropping by 16% year-on-year in Q1 2025 [5][6] Group 4: External Factors - Stricter emission regulations and environmental requirements are leading to a decline in demand for traditional fuel trucks [6] - The implementation of U.S. steel tariffs has increased cost pressures on global automakers, with Volvo reporting significant cost increases due to punitive tariffs [6] - The combination of declining domestic market demand, rising costs from tariffs, and geopolitical instability presents significant challenges for European truck manufacturers [6]