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 an unstable international trade environment. In response, many overseas automotive brands are implementing layoffs and business contractions to reduce costs and improve efficiency while awaiting a new cycle of industry expansion [4][9]. Group 1: Layoff Plans and Reasons - Major overseas automotive companies and suppliers have announced layoffs affecting nearly 100,000 employees across key markets such as China, North America, Europe, and Japan [4]. - Volkswagen plans to lay off 35,000 employees by 2030, with 7,000 already laid off, primarily in Germany, to reduce costs and address competitive pressures [5][6]. - Ford is set to cut 4,000 jobs in Europe and 350 positions in its connected vehicle software team due to market tensions and cost-cutting measures [8]. - General Motors will lay off 2,200 employees across various locations in response to U.S. tariffs and trade changes [5]. - Nissan plans to cut 20,000 jobs over two rounds due to weak sales and trade uncertainties, with a significant portion from manufacturing [5][7]. Group 2: Financial Implications - Volkswagen's CFO reported a 37% decline in operating profit to €2.9 billion despite a slight increase in revenue, highlighting ongoing financial challenges [6]. - Volvo aims to cut costs by 18 billion Swedish Krona (approximately 136 billion RMB), primarily affecting white-collar positions [7]. - Bosch announced a global layoff of 5,500 employees, including 3,800 in Germany, due to slow electrification trends [8]. Group 3: Market Dynamics - The automotive industry is undergoing a deep adjustment, with layoffs reflecting a phase of contraction following high investments in electrification amid rising competition from Chinese brands [9]. - Chinese automotive brands, such as BYD and Geely, continue to expand, contrasting with the contraction seen in many overseas companies [9].