欧洲汽车零部件：两年官宣裁员逾10万人

Group 1 - The European automotive parts industry is facing a significant employment crisis, with a total of 104,000 announced layoffs over the past two years, averaging about 142 job losses per day, which is a stark increase compared to the 53,700 layoffs during the peak of the pandemic in 2020-2021 [1] - Major companies in the industry, including Bosch and ZF, are implementing substantial job cuts due to pressures from weak demand and high costs, with Bosch planning to cut 22,000 jobs by the end of 2030 [3][4] - The layoffs are not limited to Germany, as French companies like Valeo and Faurecia are also initiating large-scale job reductions, with Faurecia announcing a plan to cut 10,000 jobs in Europe by 2028 [6] Group 2 - The automotive parts industry's challenges stem from multiple factors, including weak market demand, increased global competition, and high transformation costs, with a reported 15%-35% cost disadvantage compared to competitors in Asia and the US [8] - The European automotive parts sector is struggling with a significant gap in new job creation, with only 7,000 new positions announced in 2025, contrasting sharply with the 50,000 layoffs [6][8] - The EU is considering new policies to support the industry, including the withdrawal of the 2035 combustion engine ban and the introduction of the Industrial Accelerator Act, which aims to enhance local production requirements [10]