裁员计划逼近 10 万，海外车企集中 “瘦身”

Core Viewpoint - The global automotive industry is facing significant challenges, including a slowdown in electrification trends, shrinking demand, intensified market competition, and unstable international trade environments, leading to widespread layoffs among major overseas automotive brands and suppliers [3][9]. Group 1: Layoff Trends - Major overseas automotive companies and suppliers have announced layoffs totaling nearly 100,000 employees across key markets such as China, North America, Europe, and Japan [4]. - Volkswagen is planning to lay off approximately 35,000 employees by 2030, with 7,000 already laid off, aiming to save €1.5 billion annually in labor costs [5][6]. - Other companies like Ford, Mercedes-Benz, and Nissan are also implementing significant layoffs, with Ford cutting 4,000 jobs in Europe and Nissan planning to reduce its workforce by 20,000 over two years [5][7]. Group 2: Reasons for Layoffs - The layoffs are primarily driven by the need for cost reduction, increased competition, and the impact of tariffs and trade changes, particularly in the U.S. market [5][8]. - Companies are restructuring to improve efficiency and adapt to changing market conditions, with many citing the need to streamline operations and reduce redundancy [6][9]. Group 3: Market Dynamics - The automotive industry is undergoing a deep adjustment phase, with traditional automakers facing pressure from rising Chinese brands that continue to expand despite the overall market contraction [9]. - The shift towards electrification has led to high investments, but profitability pressures are forcing companies to reassess their workforce and operational strategies [9].