过去一年，德国汽车业裁员逾5万人！

Group 1 - The German automotive industry is facing severe challenges due to factors such as increased tariffs in the U.S., resulting in a significant reduction of approximately 51,500 jobs, which accounts for nearly 7% of total jobs in the sector [3][4] - As of June 30, the overall German industrial workforce has decreased by 114,000 jobs year-on-year, representing a 2.1% decline, with cumulative job losses since pre-pandemic levels reaching about 245,000, or 4.3% [4] - The automotive sector's revenue has declined for eight consecutive quarters, with a 1.6% drop in Q2, attributed to weak sales, intense competition from China, and high costs associated with the transition to electric vehicles [4] Group 2 - The U.S. tariffs have increased export costs for German car manufacturers, compressing profit margins, with Audi's after-tax profit down 37.5% and Porsche's operating profit plummeting 91% in Q2 [4] - The tariffs have also raised the prices of German cars in the U.S. market, weakening their competitiveness and leading to a decline in sales, particularly after the announcement of the tariff policy in March [4][5] - Despite a new agreement reducing tariffs by 15%, the increased consumer costs may further suppress demand for German vehicles [4] Group 3 - Major German automakers are implementing significant layoffs and cost-cutting measures, with Mercedes-Benz planning to encourage voluntary departures to save €5 billion by 2027, affecting up to 30,000 employees [8] - Volkswagen aims to cut over 35,000 jobs in Germany by 2030, while Bosch has announced multiple rounds of layoffs, including 7,000 positions in the automotive supply sector [8][9] - ZF Friedrichshafen plans to reduce up to 14,000 jobs in Germany by 2028, reflecting the broader trend of job cuts across the industry [9] Group 4 - The current crisis in the German automotive industry is not solely due to external shocks like U.S. tariffs but is also indicative of a structural crisis, as stated by German Chancellor Olaf Scholz [11] - The industry faces intensified competition, particularly from China's rapidly advancing electric vehicle sector, which has established a complete supply chain and is achieving cost-effective production [11][12] - German automakers are lagging in the transition to electric vehicles compared to U.S. and Chinese competitors, with companies like Porsche struggling to meet demand and shifting their battery production plans [11][12]