鑫椤锂电·2025-05-28 07:05Core Viewpoint - The automotive industry is experiencing significant layoffs as companies face mounting cost pressures and poor financial performance, with over 15,550 employees affected in recent weeks [3][4][11]. Group 1: Layoff Details - Six automotive companies have been reported to conduct layoffs, including FAW, Porsche, Nissan, General Motors, Ford, and VinFast, with a total of over 15,550 employees impacted [3][4]. - FAW's subsidiary, FAW Nanjing, announced a complete shutdown affecting over 100 employees, offering a compensation package of N+4 [5]. - General Motors' luxury import platform, Daolang, is closing three stores in China and laying off approximately 200 employees, with a compensation plan of N+3 [6][7]. - Nissan plans to cut 11,000 jobs globally as part of a strategy to reduce production facilities from 17 to 10 by the 2027 fiscal year [8]. - Ford is laying off about 350 employees in the U.S. and Canada, representing approximately 5% of its connected vehicle software team [8]. Group 2: Financial Performance - Nissan reported a net loss of 670.9 billion yen (approximately 33.6 billion RMB) for the 2024 fiscal year, with global sales down nearly 3% [12][13]. - Porsche's global deliveries fell by 8% in Q1 2025, with a significant drop of 42% in the Chinese market, marking its worst performance in nearly a decade [13]. - Daolang, since its entry into the Chinese market in 2022, has sold only 97 vehicles across 17 stores, averaging 1.8 vehicles per store annually, leading to ongoing financial losses [14]. Group 3: Industry Trends - The ongoing layoffs reflect a broader trend of cost-cutting measures within the automotive industry, driven by economic pressures and declining sales [9][11]. - The automotive sector is undergoing significant transformation, with many companies resorting to layoffs as a strategy to improve financial health [16]. - The trend of layoffs is expected to continue, with the movement of talent within the industry likely to persist as companies seek to enhance competitiveness [17].