全球再裁3万人，奔驰被逼到悬崖边上

Core Viewpoint - Mercedes-Benz is initiating its largest-ever layoff plan, aiming to cut 30,000 jobs to save €5 billion (approximately ¥41.3 billion) annually, which will be reinvested into the development of 36 new models, including 17 electric vehicles [1][5]. Group 1: Layoff and Cost-Saving Measures - The layoff plan includes attractive severance packages, with some employees eligible for up to €500,000 (approximately ¥4.13 million) in compensation [3]. - The company has already seen 4,000 employees voluntarily leave under this plan, with senior management receiving significant payouts [3]. - This marks the third major restructuring effort by Mercedes in four years, following previous layoffs of 10,000 in 2019 and additional cuts in 2023 [4][5]. Group 2: Sales Decline and Market Challenges - Mercedes reported a 12% year-on-year decline in global sales for Q3, with a staggering 27% drop in the Chinese market [6]. - The sales downturn is attributed to the competitive pressure from new electric vehicle entrants and the need for internal cost optimization [6][7]. Group 3: Shift in Electric Vehicle Strategy - The company initially pursued a "oil-to-electric" strategy with the EQC model, which faced significant market challenges and led to a reassessment of its approach [9][10]. - CEO Ola Källenius has shifted the strategy from "oil-to-electric" to a fully electric model, emphasizing the need for a dedicated electric platform [10][11]. - Despite setbacks with the EQS model, which failed to meet market expectations, Mercedes has ramped up its electric vehicle offerings, achieving a 67% increase in sales for electric models in 2022 [18]. Group 4: Strategic Adjustments and Future Outlook - The company has recognized the challenges of transitioning to electric vehicles and has adjusted its strategy to maintain a dual approach, balancing electric and internal combustion engine models [19]. - The target for electric vehicle sales to account for 50% of total sales has been postponed from 2025 to 2030, reflecting a more cautious approach [19]. - Mercedes is now focused on survival and adapting to market demands, with the understanding that the transition to electric vehicles is a long-term endeavor [20][21].