奔驰突发，净利暴跌69%！股价跳水

Core Insights - Mercedes-Benz reported a significant decline in net profit, dropping 69% to €9.57 billion in the second quarter [2][3] - The company's stock price fell by 3.19%, with a total market value dropping below €50 billion [1] Financial Performance - In Q2, Mercedes-Benz's revenue was €33.15 billion, a year-on-year decrease of 9.8% [3] - Earnings before interest and taxes (EBIT) fell by 68.56% to €1.27 billion, down from €4.04 billion in the same period last year [3] Reasons for Decline - The company attributed the decline in performance to tariffs, decreased sales, weak pricing, and reduced contributions from joint ventures [4] - Mercedes-Benz warned that due to tariffs impacting car and truck sales, the group's annual revenue is expected to be significantly lower than last year [4] Market Conditions - A recent agreement between the U.S. and the EU reduced tariffs on cars imported from Europe to 15%, down from 27.5%, but still higher than the 2.5% tariff level during Biden's term [4] Sales and Distribution Changes - Mercedes-Benz has been closing 4S dealerships in China, with reports of significant operational adjustments [5][6] - In a span of just seven days, the company terminated the official authorization of nine dealerships in cities like Beijing and Hangzhou [7] - The company plans to reduce over 100 dealers in China, although this has not been officially confirmed [7] Sales Performance in China - In Q2, Mercedes-Benz's total vehicle sales fell by 9% to 453,700 units, with sales in China dropping 19% to 140,400 units [8] - For 2024, sales in China are projected to be 683,600 units, reflecting a decline of over 7% [9] - The poor performance in China, the largest single market for Mercedes-Benz, is directly impacting the company's overall revenue, profit, and sales figures [9]