知名巨头宣布裁员9000人，3个多月前刚炒了CEO，股价近一年已腰斩

Core Viewpoint - Novo Nordisk announced a significant restructuring plan involving the layoff of 9,000 employees, approximately 11.5% of its total workforce, as part of a strategy to streamline operations and enhance decision-making speed in response to competitive pressures in the diabetes and obesity markets [1][2]. Group 1: Restructuring and Financial Impact - The restructuring plan aims to save 8 billion Danish kroner (approximately 1.26 billion USD) annually [1]. - The company has implemented a global hiring freeze for non-critical positions [1]. - Novo Nordisk's operating profit growth is now projected to be between 4% and 10%, down from a previous estimate of 10% to 16%, due to restructuring costs [6]. Group 2: Market Performance and Competition - Novo Nordisk's stock price has dropped nearly 60% over the past year, with a market capitalization decrease of over 350 billion yuan (approximately 50 billion USD) [2]. - The company reported total revenue of 78.087 billion Danish kroner (approximately 11.216 billion USD) for Q1 2025, an 18% year-over-year increase, with sales of the weight-loss drug semaglutide accounting for about 71% of total revenue [2]. - The competitive landscape for GLP-1 drugs is intensifying, with multiple domestic competitors in China expected to launch generic versions of semaglutide after its core patent expires in 2026 [7][9]. Group 3: Leadership Changes - Novo Nordisk replaced its CEO Lars Fruergaard Jorgensen in May 2023, appointing Maziar Mike Doustdar as the new CEO [5]. - The new CEO emphasized the need for a performance-oriented culture and effective resource allocation in response to market changes [6]. Group 4: Future Outlook - The domestic GLP-1 weight-loss drug market in China is projected to exceed 37.852 billion yuan by 2030, with increasing competition from local manufacturers [7]. - Novo Nordisk is focusing on enhancing its commercial execution and cost efficiency while continuing to invest in future growth opportunities [9].